序号股票简称PE(TTM)PE(静)市净率总市值(元)112大庆华科40.97360.603.3420.47亿行业平均 47.8453.402.7974.59亿行业中值35.6835.682.1237.28亿1宏柏新材-5220.6252.291.7533.97亿2北化股 份-1950.8895.041.8852.76亿3锦鸡股份-682.41199.671.8631.65亿4渝三峡A-573.82-60.281.6820.99亿5富淼 科技-336.96-336.961.1715.68亿6石大胜华-169.66364.211.7568.20亿7凯美特气-159.91-272.323.4769.74亿8 信德新材-126.2677.611.1932.05亿9ST联创-118.31320.312.1340.73亿10圣达生物-99.45-52.792.2828.54亿11 乐通股份-88.84531.5332.4719.31亿 来源：金融界 大庆华科股份有限公司主营业务是石油化工产品的生产和销售，进出口业务及仓储保管服务等其它业 务。主要产品是C9系列石油树脂、C5系列石油树脂、精制乙腈、聚丙烯粉料、改性聚烯烃 ...

Core Viewpoint - The company Huahua Co., Ltd. (stock code: 003002) expects a significant increase in net profit for the first quarter of 2025, driven by market recovery and increased orders [1] Financial Performance - The projected net profit attributable to shareholders for the period from January 1, 2025, to March 31, 2025, is estimated to be between 20 million yuan and 24 million yuan, representing a year-on-year growth of 45.55% to 74.66% [1] - The net profit after deducting non-recurring gains and losses is expected to be between 19 million yuan and 23 million yuan, showing a substantial year-on-year increase of 335.62% to 427.33% [1] - The basic earnings per share are projected to be between 0.1 yuan and 0.12 yuan [1] Market Dynamics - The growth in performance is primarily attributed to the gradual recovery of the market in Shanxi Province, along with significant increases in export and out-of-province markets [1] - There has been a notable increase in business orders, particularly with the sales volume of detonators increasing by 464% year-on-year [1]

硅宝科技分析师会议 调研日期：2025年04月07日 调研行业：化学制品 参与调研的机构：通过全景网"投资者关系互动平台" (http://ir.p5w.net)参与公司2024年度网上业绩说明会的投资者 等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序，了解最新的：行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | ...

Group 1 - Huafeng Chemical's stock hit the daily limit down on April 7, with a year-to-date decline of 16.95% [1] - Huafeng Chemical Co., Ltd. was established in December 1999 and is a subsidiary of Huafeng Group [1] - Xingsheng Global Fund's Xinguang He Run Mixed Fund (LOF) remains one of Huafeng Chemical's top ten shareholders, holding a 0.61% stake, with a year-to-date return of -0.14% and a ranking of 3422 out of 4592 in its category [1] Group 2 - The fund manager of Xinguang He Run Mixed Fund (LOF) is Xie Zhiyu, who has extensive experience in various roles within Xingsheng Global Fund Management Co., Ltd. [3][4] - Xie Zhiyu has been managing the Xinguang He Run Mixed Fund since January 29, 2013, and currently serves as the Deputy General Manager and Director of the Research Department [4] - The total scale of Xingsheng Global Fund is 375.55 billion yuan, with a best performance return of 505.27% during his tenure [4]

可转债转股结果暨股份变动公告 截至2025年3月31日，建龙转债累计有人民币12000元已转换为公司股票，累计转股数量为150股，占建 龙转债转股前公司已发行股份总额的0.00018%。截至同日，建龙转债尚未转股的可转债余额为人民币 699988000元，占建龙转债发行总量的99.99829%。自2025年1月1日至2025年3月31日期间，建龙转债共 有人民币6000元转换为公司股票，转股数量为82股。 以上内容为证券之星据公开信息整理，由智能算法生成（网信算备310104345710301240019号），不构 成投资建议。 公司公告汇总：建龙微纳获得一项发明专利，涉及强吸附MCM-41分子筛的制备方法。 可转债转股结果暨股份变动公告：截至2025年3月31日，建龙转债累计转股数量为150股。 截至2025年3月28日收盘，建龙微纳（688357）报收于26.06元，较上周的27.78元下跌6.19%。本周，建 龙微纳3月24日盘中最高价报28.25元。3月28日盘中最低价报25.95元。建龙微纳当前最新总市值25.82亿 元，在化学制品板块市值排名139/166，在两市A股市值排名4401/5140。 ...

Summary of Key Points Core Viewpoint - Dinglong Technology (603004) experienced a decline in stock price, closing at 21.57 yuan, down 3.96% from the previous week, with a total market capitalization of 4.929 billion yuan as of March 28, 2025 [1] Company Announcements - Dinglong Technology redeemed 130 million yuan of structured deposits, yielding a profit of 201,900 yuan [1] - The company held a meeting on January 24, 2025, and a temporary shareholders' meeting on February 18, 2025, approving the use of up to 350 million yuan of temporarily idle raised funds for cash management, focusing on high safety, good liquidity, and low-risk products [1] - As of March 31, 2025, the company redeemed structured deposits purchased on March 3, 2025, with both the subscription and redemption amounts being 130 million yuan, and the total balance of idle raised funds used for financial products reached 199 million yuan [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002254 股票简称：泰和新材 公告编号：2025-008 泰和新材集团股份有限公司 关于为控股子公司泰和化学担保的进展公告 泰和新材集团股份有限公司（以下简称"公司"或"泰和新材"）分别于2024年4月26日及2024年5月21日召 开了第十一届董事会第八次会议和2023年度股东大会，会议审议通过了《关于核定公司及子公司2024年 度担保额度的议案》，同意公司为控股子公司宁夏宁东泰和化学科技有限公司（以下简称"泰和化学"） 提供不超过4亿元的累计最高担保限额，为所有控股子公司的累计最高担保额度不超过人民币38.21亿 元。自股东大会通过本议案起12个月内，公司对控股子公司担保的累计有效余额总额（即任一时点的担 保余额）不得超过上述最高担保限额总额。持有上述公司股权的其他控股子公司，可以根据各自的持股 比例为上述公司提供担保，并履行各自的内部决策程序。 具体内容详见公司于2024年4月29日刊登于《中国证券报》《上海证券报》《证券日报》《证券时报》 及巨潮资讯网（http://www.cninfo.com.cn）的《关于核定公司及子公司2024年度 ...

Group 1 - The company reported a revenue of 7.673 billion yuan for 2024, a year-on-year decrease of 12.10%, with a net profit attributable to shareholders of -636 million yuan, improving by 48.46% compared to the previous year [1] - In Q4 2024, the company achieved a revenue of 2.012 billion yuan, with a year-on-year and quarter-on-quarter decline of 10.04% and 3.81% respectively, and a net profit of -333 million yuan [1] - The company shipped approximately 178,300 tons of lithium iron phosphate materials in 2024, a year-on-year increase of about 64.89%, with Q4 shipments of about 53,500 tons, showing a slight quarter-on-quarter growth of 6.5% [1] Group 2 - The traditional business segments, including lubricants and diesel engine exhaust treatment fluids, showed stable performance with slight declines in sales volume for lubricants and diesel fluids, while the cooling fluids and automotive maintenance products experienced minor growth [2] - The overall automotive environmental fine chemicals segment contributed 1.836 billion yuan in revenue, a year-on-year decrease of 2.73%, but achieved a gross margin of 30.25%, an increase of 3.38 percentage points [2] Group 3 - The company is advancing its overseas production capacity with a 30,000-ton lithium iron phosphate project in Indonesia, which is the first of its kind with a capacity exceeding 10,000 tons [3] - The company is extending upstream to secure raw material supply through strategic investments or self-built production bases, with a subsidiary contributing a profit of 60 million yuan in 2024, marking a turnaround from losses [3] - The company has launched differentiated products in the power and energy storage sectors, including a new fourth-generation high-pressure lithium iron phosphate material that significantly reduces manufacturing costs and improves production efficiency [3] Group 4 - The company is expected to achieve revenues of 9.607 billion, 11.555 billion, and 13.699 billion yuan from 2024 to 2026, with net profits of 307 million, 518 million, and 718 million yuan, reflecting year-on-year growth rates of 148.3%, 68.9%, and 38.6% respectively [4] - The current stock price corresponds to PE multiples of 23.2X, 13.7X, and 9.9X for 2025-2027 [4] - The company's overseas capacity construction is leading, and deep partnerships with major clients are expected to enhance capacity utilization and performance elasticity [4]

广东德美精细化工集团股份有限公司的主营业务是从事纺织化学品、皮革化学品及塔拉产品、石油精细 化学等产品的研发、生产及销售，同时为客户提供专业的技术支持和服务。公司的主要产品是纺织化学 品、皮革化学品、塔拉生物基产品、石油树脂。 最新一期业绩显示，2024年年报，公司实现营业收入30.56亿元，同比-0.69%；净利润6098.86万元，同 比101.07%，销售毛利率23.79%。 4月2日，德美化工今日收盘6.35元，下跌2.01%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到50.20倍，总市值30.61亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)121德美化工50.2050.201.2530.61亿行业平均 44.9752.312.9479.49亿行业中值36.2239.212.3140.80亿1宏柏新材-5747.5657.571.9337.40亿2北化股 份-2107.20102.662.0356.99亿3锦鸡股份-817.88239.312.2337.93亿4渝三峡A-633.10-66.511.8523.15亿5富 淼科技-338.66-338.661.2216 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected relative return of over 20% within the next six months [6][17]. Core Views - The company reported a revenue of 700 million yuan for FY24, reflecting a year-on-year growth of 2.3%, while the net profit attributable to the parent company increased by 25.6% to 23 million yuan [1]. - The company has made significant progress in its product matrix, with a focus on enhancing its production capabilities across four major industrial bases [3]. - The company is expected to enter a performance realization phase, with a revised profit forecast for 2025-2027 indicating substantial growth in net profit [4]. Financial Performance - FY24 revenue is projected at 700 million yuan, with a growth rate of 2.3% [4]. - The net profit attributable to the parent company is expected to reach 49.2 million yuan in 2025, representing a growth of 117.48% [4]. - The EBITDA for FY25 is estimated at 132.86 million yuan, with a significant increase in subsequent years [4]. Business Segmentation - The revenue from colorant-related products accounted for 82% of total revenue, with a slight increase in gross margin [2]. - The specialty additives segment saw an 8% increase in revenue, contributing 17.6% to total revenue [2]. - The resin products segment experienced a remarkable growth of 360.5%, indicating strong market demand [2]. Production Capacity and Development - The company has established four major production bases, focusing on new material industries and specialty products [3]. - New production capacities in the Panjin base are expected to fill gaps in high-end photosensitive materials, supporting sectors like electronics and renewable energy [3]. Future Outlook - The company is anticipated to achieve higher growth rates as production capacity utilization improves with market expansion [2]. - The revised profit forecasts suggest a robust growth trajectory, with net profits projected to reach 293.49 million yuan by 2027 [4].