10月29日，西陇科学（维权）盘中下跌2.11%，截至09:53，报8.37元/股，成交5398.40万元，换手率 1.37%，总市值48.98亿元。 分红方面，西陇科学A股上市后累计派现2.17亿元。近三年，累计派现3101.65万元。 责任编辑：小浪快报 西陇科学所属申万行业为：电子-电子化学品Ⅱ-电子化学品Ⅲ。所属概念板块包括：光刻胶、专精特 新、磷酸铁锂、电子化学品、园区开发等。 资金流向方面，主力资金净流出693.80万元，大单买入239.92万元，占比4.44%，卖出933.71万元，占比 17.30%。 截至9月30日，西陇科学股东户数8.51万，较上期减少2.33%；人均流通股5503股，较上期增加2.38%。 2025年1月-9月，西陇科学实现营业收入53.24亿元，同比减少11.13%；归母净利润-6182.92万元，同比 减少196.33%。 西陇科学今年以来股价涨16.41%，近5个交易日跌3.57%，近20日跌10.67%，近60日跌8.62%。 今年以来西陇科学已经5次登上龙虎榜，最近一次登上龙虎榜为9月24日，当日龙虎榜净买入361.92万 元；买入总计1.20亿元 ，占总成交额 ...

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]

Group 1 - The 2025 China Top 500 Private Enterprises list was released, with JD Group, Alibaba, Hengli Group, Huawei, and BYD ranking in the top five [1] - Shandong province has 51 companies on the list, an increase of one from the previous year [1] - Shandong Weiqiao Chuangye Group ranked 10th nationally with a revenue of 558.53 billion yuan, while Xinfeng Group ranked 20th with a revenue of 302.89 billion yuan [1] Group 2 - The 2025 China Top 500 Private Manufacturing Enterprises and the 2025 China Top 100 Private Service Enterprises lists were also released, with Shandong having 56 and 5 companies respectively [2] - Shandong Jincheng Petrochemical Group and Zibo Xintai Petrochemical Co., Ltd. are among the three Zibo companies in the 2025 China Top 500 Private Manufacturing Enterprises list [2] - The total revenue of the 51 companies from Shandong in the 2025 China Top 500 Private Enterprises reached 4,131.05 billion yuan, a year-on-year increase of 6.68% [2]

Core Insights - The Asian Refining and Chemical Technology Conference highlighted the transformation of the refining industry towards "reducing oil and increasing chemicals," "reducing oil and increasing specialties," and "reducing oil and increasing materials" to address structural challenges and promote green low-carbon development [1][3] Group 1: Industry Challenges and Transformations - China's petrochemical and chemical industry ranks first globally in total output value, with refining, ethylene, and polyethylene capacities also leading the world [1] - The refining industry faces a significant structural contradiction characterized by an oversupply of low-end products and a shortage of high-end products, with a projected refining operating rate below 80% in 2024 [1][2] - The industry aims to increase the production ratio of chemical products, high-value specialty oils, and advanced materials through innovative technologies such as catalytic cracking and transformative cracking [1][2] Group 2: Green Low-Carbon Development - The refining industry must accelerate its green low-carbon transition, which presents both challenges and opportunities, including upgrading facilities and phasing out outdated capacities [3][4] - Key strategies for achieving green low-carbon goals include transitioning to renewable energy, optimizing resource utilization, and enhancing process efficiency through new technologies [4][3] - The utilization of non-food biomass resources, with a potential annual total exceeding 3.5 billion tons, could significantly reduce reliance on food crops if the utilization rate of straw is increased to 50% [4] Group 3: Technological Innovations - The integration of advanced technologies such as computational fluid dynamics (CFD) and artificial intelligence (AI) is essential for achieving low-carbon smart refining [5][6] - The development of molecular refining strategies allows for the optimization of processing and product properties at the molecular level, enhancing the value of each molecule produced [5][6] - Flexible refining processes that adapt to market demands can significantly improve cost efficiency and product value, enabling the production of low-carbon olefins and aromatics [6]

证券代码：600955 证券简称：维远股份 公告编号：2025-011 利华益维远化学股份有限公司 2025年第一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 年第一季度主要经营数据披露如下： 二、主要产品及原材料的价格变动情况 （一）主要产品的价格变动情况（不含税） 1 主要产品 2025 年 1-3 月产量 （吨） 2025 年 1-3 月外销量 （吨） 2025 年 1-3 月销售金额 （万元） 酚酮相关产品 295,115.39 181,116.76 116,187.96 新能源新材料 相关产品 120,158.27 64,175.80 47,841.64 专用化学品 350,201.85 173,961.18 62,721.11 工业气体 304,365.73 187,845.17 8,593.03 一、主要产品的产量、销量及收入实现 ...