精细化工技术的创新与发展，是推动我国石化工业高质量发展的关键一步。要建立稳定长效的技术创新 机制，提高国内高端精细化工产品的自给率。 从世界范围看，美国、德国等发达国家凭借强大的科研实力和产业基础，持续保持精细化工技术的高水 平，进一步巩固其在全球市场的主导地位。德国的巴斯夫、美国陶氏和杜邦等企业长期垄断高分子材 料、电子化学品、高效催化剂等高端精细化工产品的供应。相较之下，我国的精细化工产业在高端产品 自给、科技成果转化、绿色低碳技术推广等方面仍然存在一定的差距。对此，须采取有力举措。 建立稳定长效的技术创新机制。设立专项扶持基金，重点支持关键技术研发，并对企业研发给予税收优 惠，提高研发费用加计扣除比例，鼓励企业增加研发投入。引导社会资本投入精细化工科研项目，为精 细化工企业提供多元化的融资渠道。加强高校精细化工相关专业学科建设，培养一批适应产业发展需求 的高素质人才；吸引海外高层次人才和创新团队回国创业，为精细化工产业发展提供智力支持。企业应 建立健全人才激励机制，充分调动人才的创新积极性。支持高校、科研机构和企业开展自主生产设备的 研发工作，共同攻克设备研发中的关键技术难题。在引进国外先进技术基础上， ...

Core Insights - The new materials industry in Bengbu, Anhui, is positioned as a strategic and foundational sector, crucial for building a modern industrial system, with a focus on innovation and integration [1] - The industry has attracted 411 new materials companies, achieving a scale exceeding 66 billion yuan, with a focus on silicon-based and bio-based materials [1] Group 1: Silicon-based New Materials - Bengbu is developing a unique competitive advantage in silicon-based new materials, supported by national innovation centers and laboratories [2] - The city aims to establish itself as "China's Glass Valley," being the only city capable of producing all glass varieties needed for the display industry [2] - Local silicon-based materials are widely used in electronics and renewable energy, contributing significantly to high-end glass material independence [2] Group 2: Bio-based New Materials - Bio-based new materials represent a distinctive industry with innovative advantages in Bengbu, featuring a complete industrial chain from lactic acid bacteria to polylactic acid products [3] - The industry is led by Fengyuan Group, which produces biodegradable tableware and has been recognized as a key supplier for major events like the Beijing Winter Olympics [5] - Bengbu has implemented a plastic ban and promotes the use of bio-based products, enhancing the application scenarios for these materials [5] Group 3: Chemical New Materials - The chemical new materials sector in Bengbu is supported by two provincial chemical parks, focusing on fine chemicals, biomedicine, and chemical new materials [6] - The region has significant market shares in vitamin products and specialized chemicals, with companies like Yishitong leading in lithium battery separator materials [6][8] - Yishitong has a global market share of 43% in its field and has developed numerous patents, pushing forward green and low-carbon projects [6] Group 4: Industry Development Ecosystem - Bengbu's new materials industry benefits from a robust support system, with 46 provincial-level innovation platforms established [8] - The city has nurtured a range of high-quality enterprises, including national champions and specialized "little giant" companies, fostering a gradient development of the industrial cluster [8] - In the first nine months of 2024, the new materials industry in Bengbu achieved a production value of 56.595 billion yuan, reflecting a year-on-year growth of 12.6% [8]

Core Insights - The company reported a significant decline in revenue and net profit for the first three quarters of 2025, with revenue at 342 million yuan, down 20.52% year-on-year, and a net loss of 29.05 million yuan, down 71.33% year-on-year [1] Group 1: Financial Performance - The decrease in revenue was primarily due to a substantial drop in equipment component sales, leading to a decline in gross profit from equipment sales [1] - The net loss widened because the previous year included gains from the transfer of subsidiary equity, which were not present in the current reporting period [1] - The company generated a positive net cash flow from operating activities of 22.82 million yuan, a turnaround from negative cash flow, attributed to improved collection of accounts receivable [1] Group 2: Business Development and Strategy - The company is deepening its technical layout in high-end PCB manufacturing, achieving breakthroughs in electroless copper plating and pulse plating technology for AI servers and smart automotive HDI multilayer boards [2] - A collaborative sales model combining "chemicals + equipment" is being implemented to drive the large-scale sales of electronic chemicals and equipment [2] - The company has established a strategic cooperation with an automotive parts surface treatment enterprise in Uzbekistan, marking a significant step in its international technical expansion [2] Group 3: Product Innovation and Market Position - The commercialization of new products has made progress, translating into orders and market advantages, with specialized chemicals being successfully applied in mainstream high-end production lines in the PCB sector [2] - In the new energy sector, the composite copper foil plating equipment is fully capable of mass production, and advanced 3D composite copper foil materials are undergoing testing with several leading battery manufacturers [2] - The company is actively conducting customer sampling and certification testing for its 3D composite copper foil products, with positive feedback reported from multiple downstream manufacturers [2]

Group 1 - The core viewpoint of the news is that Xilong Science's stock has experienced fluctuations, with a recent decline in share price and significant net outflow of funds [1][2]. - As of October 29, Xilong Science's stock price was 8.37 CNY per share, with a market capitalization of 4.898 billion CNY [1]. - The company has seen a year-to-date stock price increase of 16.41%, but has faced declines of 3.57% over the last five trading days, 10.67% over the last 20 days, and 8.62% over the last 60 days [2]. Group 2 - Xilong Science has been listed on the "Dragon and Tiger List" five times this year, with the most recent net purchase of 3.6192 million CNY on September 24 [2]. - The company's main business involves the research, production, and sales of chemical reagents, with a revenue composition of 62.60% from specialized chemicals, 15.12% from chemical raw materials, and 9.66% from electronic chemicals [2]. - As of September 30, the number of shareholders was 85,100, a decrease of 2.33% from the previous period, while the average circulating shares per person increased by 2.38% to 5,503 shares [3]. Group 3 - For the period from January to September 2025, Xilong Science reported operating revenue of 5.324 billion CNY, a year-on-year decrease of 11.13%, and a net profit attributable to shareholders of -61.8292 million CNY, a decrease of 196.33% [3]. - The company has distributed a total of 217 million CNY in dividends since its A-share listing, with 31.0165 million CNY distributed in the last three years [4].

注：1、酚酮相关产品主要包括：苯酚、丙酮、异丙醇、双酚 A。 2、新能源新材料相关产品主要包括：碳酸二甲酯、碳酸丙烯酯、聚碳酸酯、聚碳 酸酯改性合金等产品。 证券代码：600955 证券简称：维远股份 公告编号：2025-028 利华益维远化学股份有限公司 2025年第三季度主要经营数据公告 本公司及董事会全体成员保证本公告内容不存在虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 根据上海证券交易所《上市公司自律监管指引第 3 号行业信息披露： 第十三号——化工》的相关要求，利华益维远化学股份有限公司（以下简 称"公司"）现将 2025 年第三季度主要经营数据披露如下： 3、专用化学品主要包括：丙烯、环氧丙烷、双氧水、碳四、丙二醇等。 4、工业气体主要包括：氢气、氮气、氧气、仪表空气、二氧化碳、液氧、液氮、 液氩等。 （二）主要原材料的价格变动情况 三、报告期内无其他对公司生产经营具有重大影响的事项。 本公告之经营数据未经审计，仅供投资者及时了解公司生产经营概况 之用，公司董事会提醒投资者审慎使用上述数据，注意投资风险。 特此公告。 利华益维远化学股份有限公司董事会 ...

（文章来源：证券日报） 证券日报网讯光华科技10月13日在互动平台回答投资者提问时表示，公司专用化学品制造不同于大宗化 学原材料制造，客户需求的不同导致其生产模式与大宗化学原料制造有明显的区别。不同客户对专用化 学品质量、性能指标往往有不同的要求。特别是高端产品由于终端领域的特殊功能及可靠性的需要，对 于化学品的杂质含量、晶体晶型、电性能等方面经常有针对性的要求。因而专用化品一般属于非标准产 品，需要根据客户的要求进行定制。 ...

Core Viewpoint - Guanghua Technology (002741) stated on September 30 that specialized chemicals are generally non-standard products, and the company will customize them according to customer requirements [1] Group 1 - The company specializes in customized specialized chemicals [1] - The nature of specialized chemicals is non-standard, indicating a tailored approach to production [1]

Core Viewpoint - Xilong Science has experienced a decline in stock price recently, with significant net outflow of funds, despite a year-to-date increase in stock price [1][2]. Group 1: Stock Performance - As of September 30, Xilong Science's stock price was 8.92 CNY per share, down 2.09% during the trading session [1]. - The stock has increased by 24.06% year-to-date, but has seen a decline of 4.80% in the last five trading days [1]. - The company has appeared on the "Dragon and Tiger List" five times this year, with the most recent appearance on September 24, where it recorded a net buy of 3.62 million CNY [1]. Group 2: Financial Performance - For the first half of 2025, Xilong Science reported revenue of 3.368 billion CNY, a year-on-year decrease of 14.78% [2]. - The net profit attributable to shareholders was -75.32 million CNY, representing a year-on-year decrease of 276.35% [2]. Group 3: Business Overview - Xilong Science, established in 1994 and listed in 2011, primarily engages in the research, production, and sales of chemical reagents [2]. - The company's revenue composition includes specialized chemicals (62.60%), chemical raw materials (15.12%), electronic chemicals (9.66%), general reagents (7.71%), lithium battery cathode materials (4.00%), and others [2]. - The company is categorized under the electronic chemicals industry and is involved in various concept sectors such as photoresists and electronic chemicals [2]. Group 4: Shareholder Information - As of June 30, the number of shareholders for Xilong Science was 87,100, an increase of 8.25% from the previous period [2]. - The average circulating shares per shareholder were 5,375, a slight increase of 0.06% [2]. Group 5: Dividend Information - Xilong Science has distributed a total of 217 million CNY in dividends since its A-share listing, with 31.02 million CNY distributed over the past three years [3].

Core Viewpoint - Xilong Science has shown a significant stock price increase this year, with a notable rise in trading activity and fluctuations in net inflow and outflow of funds [1][2]. Group 1: Stock Performance - As of September 24, Xilong Science's stock price increased by 2.03%, reaching 9.56 CNY per share, with a total market capitalization of 5.595 billion CNY [1]. - The stock has risen 32.96% year-to-date, with a 11.68% increase over the last five trading days and a 7.66% increase over the last twenty days, while it has decreased by 3.43% over the last sixty days [1]. - The company has appeared on the trading leaderboard four times this year, with the most recent instance on May 23, where it recorded a net buy of -89.7156 million CNY [1]. Group 2: Financial Performance - For the first half of 2025, Xilong Science reported a revenue of 3.368 billion CNY, representing a year-on-year decrease of 14.78%, and a net profit attributable to shareholders of -75.3173 million CNY, a decline of 276.35% [2]. - The company has distributed a total of 2.17 billion CNY in dividends since its A-share listing, with 31.0165 million CNY distributed over the past three years [3]. Group 3: Business Overview - Xilong Science, established on July 19, 1994, and listed on June 2, 2011, is primarily engaged in the research, production, and sales of chemical reagents, with a revenue composition of 62.60% from specialized chemicals, 15.12% from chemical raw materials, and 9.66% from electronic chemicals [2]. - The company operates within the electronic chemical industry and is involved in various sectors, including gene sequencing, nuclear pollution prevention, photolithography, food safety, and assisted reproduction [2].

Core Insights - Guanghua Technology Co., Ltd. reported a revenue of 1.282 billion yuan for the first half of 2025, representing a year-on-year growth of 9.53% [1] - The net profit attributable to shareholders reached 56.27 million yuan, showing a significant increase of 424.12% year-on-year [1] Group 1: Business Development - The company has intensified its efforts in the specialized chemical products sector, targeting key benchmark clients and increasing R&D investment to enhance its leading position in chemical reagents and PCB chemicals [1] - Guanghua Technology has successfully developed a high-purity lithium sulfide product, which is currently in the optimization phase after being sent for customer testing [1] - The production process for lithium sulfide is simplified, effectively reducing impurities and product decomposition, thus significantly improving product purity to meet battery-grade requirements [1] Group 2: Technological Advancements - The company has mastered several key technologies for the production of specialized chemicals, including multi-stage tandem cooperative extraction and purification technology, crystallization control technology for solid products, and organic solvent distillation and purification technology [1] - Guanghua Technology has applied for a patent for its lithium sulfide product, showcasing its commitment to innovation and technology development [1] Group 3: Battery Recycling - In the field of power battery recycling, Guanghua Technology has pioneered key technologies for the recycling of retired lithium iron phosphate batteries, leveraging the advantages of fine powder removal and wet regeneration processes [2] - The fine powder removal process is environmentally friendly and results in low impurity content, providing high-quality raw materials for subsequent wet regeneration processes [2] - The lithium recovery rate from retired lithium iron phosphate batteries exceeds 92%, with iron and phosphorus recovery rates reaching 98%, while also enabling the recycling of process liquids to avoid high-salinity wastewater generation [2]