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增资中氟泰华新材料,尚纬股份构建“电缆+化学品”双轮驱动
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-25 08:19
控股股东承诺兑现。 11月24日晚间,尚纬股份发布公告,公司拟对四川中氟泰华新材料科技有限公司(下称"四川中氟泰 华")增资。增资完成后,尚纬股份将持有四川中氟泰华51%的股权。 四川中氟泰华当前规模不大,不过,明年该公司将进入产能密集释放期,包括20万吨/年(折百)双氧 水、6万吨电子级无水氟化氢、7万吨电子级氢氟酸等在内的新增产能将陆续释放,这将为其带来非常可 观的业绩增量。 另据相关业绩承诺,2026-2028年度,四川中氟泰华累计实现扣除非经常性损益后归属于母公司股东净 利润不低于1.8亿元。 这在大幅改善尚纬股份盈利能力的同时,上市公司"电缆+化学品"双轮驱动战略也就此启幕,整体经营 稳定性与抗风险能力随之得到明显提升。 业绩补偿、亏损回购"双保险" "在未来12个月内,增加电子化学品以及相应的双氧水、硫酸业务,该业务的培育和成熟尚需一定周 期。"今年5月下旬,公司控股股东福华通达化学股份公司(下称"福华化学")曾在详式权益变动书中指 出。 增资完成后,四川中氟泰华的注册资本由5亿元增至10.2亿元,尚纬股份将持有其51%股权,剩余49%股 权由原股东深圳中氟泰华持有。 相关信息显示,四川中氟泰华, ...
尚纬股份:斥资5.2亿控股中氟泰华 控股股东承诺三年净利不低于1.8亿
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-25 02:37
南方财经11月25日电,尚纬股份(603333.SH)11月24日公告称,拟以自有及自筹资金5.204亿元增资控 股四川中氟泰华新材料科技有限公司。交易完成后,标的公司注册资本将增至10.204亿元,尚纬股份持 有其51%股权,四川中氟泰华将成为上市公司的控股子公司。 此次交易构成关联交易,四川中氟泰华及其股东深圳中氟泰华均为尚纬股份控股股东福华化学控制的企 业。根据评估结果,截至2025年9月30日,四川中氟泰华股东全部权益价值为4.9576亿元。原股东将补 足评估值与注册资本之间的423.85万元差额,本次增资作价依据为1元/注册资本。 财务数据显示,四川中氟泰华2025年1—9月实现营业收入3850.71万元,主要为少量双氧水业务收入; 2024年度则无营业收入。盈利方面,2025年1—9月公司净亏损132.79万元,目前的亏损主要源于项目建 设过程中发生的人员费用、管理费用等必要支出。四川中氟泰华目前有多条产线在建,其20万吨双氧 水、6万吨电子级无水氟化氢等项目预计于2026年一季度投产,60万吨硫磺制酸项目则将于同年四季度 投产。 福华化学承诺,2026—2028年度四川中氟泰华累计扣非归母净利润 ...
锚定500亿元 安徽东至精细化工集群的“链式”进阶
Zhong Guo Jin Rong Xin Xi Wang· 2025-11-24 13:44
转自:新华财经 作为省级县域特色产业集群(基地),"十四五"以来,安徽池州市东至县精细化工产业集群锚定"链式 发展"聚合力、以"新兴技改"破瓶颈、靠"创新驱动"攀高峰,成功跻身2025年全省县域制造业特色产业 集群培育重点名单,成为驱动县域经济高质量发展的"核心引擎",书写了一段"绿色低碳、数字智慧、 相融相长"的产业升级新篇章。 链主领航 串珠成链强生态 "十四五"以来,东至县聚焦新材料、生命健康领域,编制《产业发展规划》《产业发展指引》,绘制产 业链关联图谱,重点招引高分子材料、锂电材料及生物医药等高端项目。目前,集群已集聚链上企业49 家,固定资产投资年均增速超30%,主导产业集聚度达90%以上,形成了龙头引领、配套协同、集群共 进的产业生态。 技改赋能 提质增效固根基 "华尔泰的双氧水、硫酸等产品都是我们的关键原料,落户这里能大幅降低运输等生产成本。"近日,在 东至经开区,安徽巨科化工有限公司安环部部长李河贵表示,公司即将投产的水性丙烯酸乳液,将填补 东至精细化工在涂料助剂细分领域的空白,为产业链完善再添新动能。 2021年9月,安徽华尔泰化工股份有限公司在深圳证券交易所主板挂牌上市后,一路披荆斩棘, ...
尚纬股份拟5.2亿元增资控股四川中氟泰华 构建“电缆+化学品”双轮驱动模式
Zheng Quan Shi Bao Wang· 2025-11-24 11:01
四川中氟泰华目前处于项目建设期,除少量双氧水业务外暂未正式开展经营,2025年1—9月实现营业收 入3850.71万元,净利润-132.79万元,亏损主要源于项目建设期间的人员及管理费用。其在建项目中, 20万吨/年(折百)双氧水、6万吨电子级无水氟化氢及7万吨电子级氢氟酸项目预计2026年一季度投 产,60万吨硫磺制酸项目预计2026年四季度投产,投产后将主营电子化学品及相关基础化学品的研发、 生产与销售。 尚纬股份(603333)11月24日晚间公告,公司拟以自有或自筹资金5.2亿元对四川中氟泰华新材料科技有限 公司(简称"四川中氟泰华")进行增资,本次交易构成关联交易,且不构成重大资产重组。增资完成 后,四川中氟泰华注册资本将从5亿元增至10.2亿元,尚纬股份将持有其51%股权,标的公司正式成为 尚纬股份控股子公司并纳入合并报表范围。 公司表示,本次增资是尚纬股份拓展电子化学品业务的重要举措,将助力公司从单一特种电缆制造 向"电缆+化学品"双轮驱动模式转型,培育第二增长曲线。治理层面,增资完成后四川中氟泰华董事会 设5名董事,其中尚纬股份推荐3人并提名董事长;监事会设3名监事,尚纬股份推荐1人并提名监事 ...
华泰股份:未来公司将持续聚焦化工主业延伸与产品升级,实现公司的持续稳定发展
Zheng Quan Ri Bao Wang· 2025-11-17 14:13
证券日报网讯华泰股份(600308)11月17日在互动平台回答投资者提问时表示,公司依托东营地区丰富 的地下盐矿资源,已构建起盐化工与精细化工协同发展的产业模式,形成了多元化的化工产品矩阵,核 心产品包括烧碱、液氯、双氧水、环氧丙烷、氯乙酸、甲烷氯化物、苯胺等。这些产品广泛应用于化工 合成、医药、新材料等多个领域,产业基础扎实且具备协同优势,未来公司将持续聚焦化工主业延伸与 产品升级,实现公司的持续稳定发展。 ...
雪天盐业涨2.27%,成交额1.08亿元,主力资金净流出463.47万元
Xin Lang Cai Jing· 2025-11-17 06:25
Core Points - Xue Tian Salt Industry's stock price increased by 2.27% on November 17, reaching 6.30 CNY per share with a trading volume of 1.08 billion CNY and a market capitalization of 10.33 billion CNY [1] - The company has seen a year-to-date stock price increase of 14.48%, with recent gains of 5.35% over the last five trading days, 6.96% over the last twenty days, and 20.46% over the last sixty days [2] - As of September 30, the number of shareholders decreased by 9.21% to 37,500, while the average circulating shares per person increased by 10.14% to 43,711 shares [2] Business Overview - Xue Tian Salt Industry, established on December 16, 2011, and listed on March 26, 2018, is located in Changsha, Hunan Province, and specializes in the production and sale of salt and salt chemical products [2] - The main products include table salt, industrial salt, daily chemical salt, livestock salt, soda ash, ammonium chloride, hydrogen peroxide, and mirabilite [2] - The revenue composition of the main business is as follows: various salts 41.17%, soda ash 25.62%, ammonium chloride 12.20%, caustic soda 9.53%, others 7.53%, hydrogen peroxide 2.03%, and mirabilite 1.93% [2] Financial Performance - For the period from January to September 2025, Xue Tian Salt Industry reported a revenue of 3.244 billion CNY, a year-on-year decrease of 21.99%, and a net profit attributable to shareholders of 32.63 million CNY, down 90.37% year-on-year [2] - The company has distributed a total of 1.294 billion CNY in dividends since its A-share listing, with 843 million CNY distributed over the past three years [3]
华泰股份:公司化工业务是“造纸+化工”双主业布局的重要组成部分
Zheng Quan Ri Bao Wang· 2025-11-14 14:11
Core Viewpoint - Huatai Co., Ltd. (600308) emphasizes the importance of its chemical business as a key component of its dual main business layout, which includes both paper and chemicals, contributing over 30% to the company's overall revenue [1] Group 1: Chemical Business Overview - The core products of the chemical segment include caustic soda, liquid chlorine, hydrogen peroxide, propylene oxide, aniline, methyl chloride, and chloroacetic acid [1] - The chemical segment is a significant support for the company's overall business [1] Group 2: Market Dynamics - The exit of inefficient capacity in the chemical industry has led to increased market supply-demand tension, resulting in a recovery in prices for the company's main chemical products from their low points [1] - This price recovery is expected to effectively improve the profitability of these products [1] Group 3: Competitive Advantages - The chemical business possesses advantages such as large-scale production and compliance with environmental regulations [1] - The synergy with the paper business enhances the profitability elasticity during the industry's recovery cycle [1] Group 4: Future Focus - The company plans to continue focusing on the synergistic development of its main businesses, aiming to strengthen the profitability stability of its chemical segment and enhance overall corporate value [1]
华泰股份:公司全资子公司东营华泰化工集团已形成盐化工与精细化工协同发展的成熟产业链
Zheng Quan Ri Bao Wang· 2025-11-14 12:48
Core Viewpoint - Huatai Co., Ltd. (600308) has established a mature industrial chain that integrates salt chemical and fine chemical development through its wholly-owned subsidiary Dongying Huatai Chemical Group, focusing on the production and operation of mature products within its existing industrial chain [1] Group 1: Company Overview - The core products of the company include caustic soda, liquid chlorine, hydrogen peroxide, propylene oxide, chloroacetic acid, chlorinated methane, and aniline [1] - The company emphasizes its focus on the production and operation of mature products within its existing industrial chain [1] Group 2: Business Operations - The company has developed a synergistic industrial chain that combines salt chemical and fine chemical sectors [1] - For specific information regarding the company's chemical business and projects, stakeholders are advised to refer to announcements published on the Shanghai Stock Exchange and designated information disclosure media [1]
总投资103亿元!陕西100万吨新材料项目审查
Mei Ri Jing Ji Xin Wen· 2025-11-11 08:57
Core Insights - The detailed design PID review meeting for the 1 million tons/year high-end chemical new materials project by Shaanxi YN Fine Chemical Materials Co., Ltd. was successfully held, focusing on various technical aspects to enhance design reliability and safety [1][2] Group 1: Project Overview - The project is located in Yulin City, covering an area of 1,500 acres, with a total estimated investment of 10.3 billion yuan [2] - The project includes multiple production facilities, such as a 400,000 tons/year DMTA unit, a 200,000 tons/year ethylene oxide unit, and several other chemical production units totaling 1 million tons/year capacity [2] Group 2: Technical Review - The PID review focused on the completeness of drawings, accuracy of design parameters, rationality of process flows, rigor of material balances, scientific configuration of instruments, and operational safety standards [1] - Over 120 constructive review comments were generated during the four-day evaluation, effectively identifying and mitigating multiple potential technical and safety risks [1] Group 3: Follow-up Actions - The company has arranged for professional technical personnel to track the rectification progress, aiming for closed-loop management of all issues before the next review phase [1]
华泰股份:形成“现有化工+新材料”协同效应
Zheng Quan Ri Bao Wang· 2025-11-10 14:13
Core Viewpoint - Huatai Co., Ltd. (600308) is expanding its chemical sector by establishing a joint venture to enhance its capabilities in high-performance chemical new materials, leveraging its existing strengths in chlor-alkali and fine chemicals [1] Group 1: Company Overview - The company's chemical segment includes core products such as caustic soda, liquid chlorine, hydrogen peroxide, propylene oxide, chloroacetic acid, methyl chlorides, and aniline [1] - The board of directors approved the establishment of Guangxi Huatai Huayou Chemical New Materials Co., Ltd. on October 30, 2025, to capitalize on its technological and operational advantages in the chlor-alkali and fine chemical sectors [1] Group 2: Strategic Initiatives - The joint venture aims to combine Huatai's technical expertise with Huayou Holdings' resource advantages to expand into high-performance chemical new materials [1] - The strategy is expected to create a synergistic effect between existing chemical products and new materials, enhancing overall competitiveness and profitability [1]