2024年1至12月份，泰和科技的营业收入构成为：水处理行业占比86.17%，氯碱行业占比13.42%，其他 占比0.41%。 每经头条（nbdtoutiao）——"银行直供房，不计成本卖！"有的半价出售，众多刚需还不知道！银行用 过的房很抢手，有人加价100万元抢拍 （记者 张明双） 每经AI快讯，泰和科技（SZ 300801，收盘价：42.08元）发布公告称，2025年11月4日13:30-15:30，泰 和科技接受浙商证券等投资者调研，公司董事长、总工程师程终发等人参与接待，并回答了投资者提出 的问题。 ...

Company Overview - Taihe Technology (SZ 300801) announced on October 19 that its director and general manager, Ms. Yao Ya, plans to reduce her shareholding by up to approximately 610,000 shares within three months, representing about 0.278% of the company's total share capital [1] Financial Performance - For the year 2024, Taihe Technology's revenue composition is as follows: Water treatment industry accounts for 86.17%, Chlor-alkali industry accounts for 13.42%, and other sectors account for 0.41% [1] Market Capitalization - As of the report, Taihe Technology has a market capitalization of 5.4 billion yuan [2]

Group 1 - The core point of the article is that Taihe Technology (SZ 300801) held its 15th meeting of the fourth board of directors on September 26, 2025, to review proposals including the provision of entrusted loans [1] - For the year 2024, Taihe Technology's revenue composition is as follows: water treatment industry accounts for 86.17%, chlor-alkali industry accounts for 13.42%, and others account for 0.41% [1] - As of the time of reporting, Taihe Technology has a market capitalization of 5.6 billion yuan [1]

Group 1 - Goldman Sachs has raised short-term export expectations due to resilient shipping data and better-than-expected global growth, benefiting cyclical sectors like chemicals [1] - Institutions are optimistic about growth styles, with cyclical leaders and the chemical sector showing price elasticity potential, attracting incremental funds to low-priced assets [1] - Morgan Stanley's analyst believes that the A-share bull market is driven by improved liquidity and policy support, with anti-involution policies accelerating the exit of outdated capacity in the petrochemical industry, favoring leading chemical companies [1] Group 2 - Guojin Securities highlights solid-state batteries as an important technological direction in the basic chemical field, noting that the performance of solid electrolytes directly impacts key battery indicators [2] - Jiangsu Securities indicates that the chlor-alkali industry is currently at the bottom of the cycle and needs to wait for an industry recovery [2] - Both institutions focus on the technological evolution and cyclical characteristics of the chemical sub-sectors, providing reference dimensions for the fundamentals of targeted products [2] Group 3 - Related products include Chemical ETF (159870) and various linked funds [3] - Related stocks include Wanhu Chemical (600309), Yilake Co. (000792), Juhua Co. (600160), and others [3]

Company Overview - Taihe Technology (SZ 300801) announced the convening of its fourth board meeting on August 25, 2025, to review the proposal for the 2025 semi-annual report [1] - As of the report, Taihe Technology has a market capitalization of 5.3 billion yuan [1] Revenue Composition - For the year 2024, the revenue composition of Taihe Technology is as follows: Water treatment industry accounts for 86.17%, Chlor-alkali industry accounts for 13.42%, and other sectors account for 0.41% [1]

Group 1 - The company Chlor-Alkali Chemical announced the approval of multiple proposals during the 17th meeting of its 11th Board of Directors, including the revision and supporting rules for meetings and the cancellation of the supervisory board [2]

Group 1 - The core point of the news is that Yan Xiu has resigned as the Chief Financial Officer of Taihe Technology for personal reasons, but will continue to hold other positions within the company [1] - Taihe Technology's revenue composition for the year 2024 is as follows: Water treatment industry accounts for 86.17%, Chlor-alkali industry accounts for 13.42%, and others account for 0.41% [1] - As of the report date, Taihe Technology has a market capitalization of 5 billion [1]

Group 1 - The company announced the resignation of Ms. Yan Xiu as the Chief Financial Officer due to personal reasons, while she will continue to hold other positions within the company [1] - For the fiscal year 2024, the company's revenue composition is as follows: Water treatment industry accounts for 86.17%, Chlor-alkali industry accounts for 13.42%, and others account for 0.41% [1] Group 2 - The company's market capitalization is currently 5 billion yuan [2]

Core Points - The company announced a cash dividend distribution plan for its shareholders, with A shares receiving a cash dividend of 0.21 RMB per share and B shares receiving 0.029357 USD per share [1][4] Dividend Distribution Plan - The total cash dividend to be distributed amounts to 242,843,994.96 RMB, based on a total share capital of 1,156,399,976 shares [1] - The cash dividend distribution dates are as follows: - A shares: - Record date: July 22, 2025 - Ex-dividend date: July 23, 2025 - B shares: - Record date: July 25, 2025 - Ex-dividend date: August 6, 2025 [1][2] Taxation on Dividends - For A share individual shareholders, the tax treatment varies based on the holding period: - Holding period within 1 month: 20% tax rate - Holding period over 1 month to 1 year: 10% tax rate - Holding period over 1 year: exempt from tax [2][3] - For qualified foreign institutional investors (QFII) holding A shares, a 10% withholding tax applies, resulting in a net dividend of 0.189 RMB per share [3] - For B share non-resident corporate shareholders, a 10% withholding tax applies, leading to a net dividend of 0.026421 USD per share [4][5] Consultation Information - Shareholders can inquire about the dividend distribution by contacting the company's board secretary office at 021-23536618 [6]

Core Viewpoint - Asahi Kasei, in collaboration with Nobian, Furuya Metal, and Mastermelt, is launching a verification project in 2025 focused on metal recovery from electrolytic cells and their internal electrodes, aiming to establish a metal recycling ecosystem in the chlor-alkali industry to promote resource circularity and sustainable development [1][3]. Group 1: Project Overview - The project involves the recovery of precious metals such as iridium and ruthenium from electrolytic cells, which are in increasing demand due to the rising needs in battery and electronic components, as well as applications in hydrogen production technologies [3]. - The collaboration will start with Asahi Kasei recovering end-of-life electrodes from Nobian, followed by Mastermelt and Furuya Metal extracting and processing catalysts for further refinement and purification of precious metals [3]. Group 2: Industry Implications - This initiative aims to extend transactions between end-users and suppliers across the chlor-alkali industry, establishing a stable supply ecosystem for electrolytic cells and electrodes [4]. - The project will enhance traceability and visibility within the ecosystem, accelerating the adoption of recycled precious metals in electrolytic cells and electrodes, and Asahi Kasei plans to apply related technologies to the green hydrogen production field [4].