证券代码：600506 证券简称：统一股份 公告编号：2026-12 号 统一低碳科技（新疆）股份有限公司 关于 2025 年度主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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》的要求，现将统一低碳科技（新疆）股份有限公司（以下简称"公 司"）2025 年度主要经营数据公告如下： 二、主要产品销售价格变化情况 单位：元/吨 公司 2025 年度主要原材料的采购价格与上年同期相比均有所变化，其中： 基础油价格上涨 0.36%；添加剂价格下降 1.55%；乙二醇价格下降 4.48%。 四、其他对公司生产经营具有重大影响的事项 公司 2025 年度未发生对公司生产经营具有重大影响的其他事项。 1 一、主要产品的产量、销量及收入实现情况 分产品 产量（吨） 销量（吨） 营业收入（元） 润滑油脂 168,187.41 166,509.17 2,185,980,218.31 防冻液 25,662.70 25,226.67 106,2 ...

Group 1: Company Overview - Ningbo Bohui Chemical Technology Co., Ltd. was established in 2005, focusing on green chemical production with its manufacturing base located in the Ningbo Petrochemical Economic and Technological Development Zone, a key area for the petrochemical industry in China [2][3]. - The company specializes in fuel oil deep processing, particularly in the research and development of specialty oils and fuel oils, with applications in daily chemicals, textiles, precision machinery, and international shipping [2][3]. Group 2: Recent Developments and Achievements - In the past six months, the company has optimized its processes and product strategies, achieving stable raw material quality and releasing production capacity, with bonded high-sulfur fuel oil capacity reaching 1 million tons [3]. - The company’s environmental aromatic oil facility is expected to achieve stable high production levels in 2025, with increased output and sales of transformer oil, base oil, and white oil [3]. - The company anticipates a revenue of CNY 2.73 to 2.92 billion for 2025, representing a year-on-year growth of 19.76% to 28.10%, with a projected net profit increase of 77.19% to 84.36%, indicating a significant reduction in losses [3]. Group 3: Market and Strategic Insights - The company maintains a prudent inventory management strategy, ensuring approximately two months of production supply, and is actively monitoring macroeconomic conditions to mitigate risks associated with raw material price fluctuations [3][4]. - The establishment of a wholly-owned subsidiary in Wuxi for liquid cooling technology aims to capitalize on the growing demand for computing power, with the company investing in infrastructure to support this new business direction [4]. Group 4: Future Plans and Financial Updates - The company is in the process of a private placement of shares for 2025, having completed the first round of inquiries from the Shenzhen Stock Exchange, with ongoing updates to be disclosed in company announcements [4].

Group 1: Company Performance and Developments - The company has completed raw material adaptability modifications, leading to stable raw material quality and a production capacity of 1 million tons for bonded high-sulfur fuel oil [2] - The environmental aromatic oil unit achieved stable high production levels in 2025, with increased output and sales for transformer oil, base oil, and white oil [2] - The company expects to achieve an operating income of 2.73 to 2.92 billion yuan in 2025, representing a year-on-year growth of 19.76% to 28.10% [3] - The net profit attributable to shareholders is projected to increase by 77.19% to 84.36%, indicating a significant reduction in losses and a steady improvement in operational fundamentals [3] Group 2: Market Conditions and Strategic Initiatives - The company maintains a two-month inventory of fuel oil, ensuring normal operations despite recent fluctuations in raw material prices [3] - The establishment of a liquid cooling subsidiary, Wuxi Extreme Liquid Cooling, aims to capitalize on the explosive growth in computing power demand, with ongoing development in this sector [3] - The company is actively exploring new business opportunities in the liquid cooling industry, focusing on technology accumulation and resource integration for future growth [3] Group 3: Financial and Regulatory Updates - The company has completed the first round of review inquiries for its 2025 private placement of shares, with ongoing processes and commitments to timely information disclosure [3] - The annual report for 2025 is scheduled for release on April 23, providing detailed insights into overall profit and business contributions [3] Group 4: Investor Relations Activity - The investor relations activity took place from March 4 to 6, 2026, involving discussions with various financial institutions and stakeholders [2] - The company’s management, including the Deputy General Manager and Board Secretary, participated in the discussions, focusing on recent changes and future strategies [2]

Core Viewpoint - Calumet Inc (CLMT) has no significant upcoming events disclosed as of January 4, 2026, indicating a stable operational status in its specialty products business, which includes base oils, fuels, and asphalt [1] Group 1 - The company specializes in the production of specialty products, including base oils, fuels, and asphalt [1] - The most recent public record indicates a stock price fluctuation event on November 4, 2025, where the stock price decreased by 5.23% [1] - There are currently no forecasts for future events related to the company [1]

Core Viewpoint - Karamay Petrochemical Company (referred to as KPC) reported a year-on-year increase of 40,000 tons in crude oil processing for January, achieving the highest monthly processing volume for the same period in history [1] Group 1: Production Performance - KPC's main products, including lubricants, base oils, and white oils, exceeded production and sales plans [1] - Specialty product output increased by 8.64% year-on-year, while petroleum coke production rose by 17.8% year-on-year [1] Group 2: Operational Strategies - The company has optimized production by advancing "molecular refining," expanding crude oil resources, and optimizing the structure of incoming materials [1] - KPC strictly implements 24-hour control of production issues and three disciplinary management measures to ensure stable and optimal operation of its facilities [1] Group 3: Risk Management - The company has strengthened responsibility and system control, regularly conducting risk identification, early warning, management, and hidden danger investigation and remediation [1] - These measures provide a solid guarantee for a successful start to production and operations in the new year [1]

Group 1: Global Market Overview - In 2026, the global base oil market will enter a complex phase characterized by demand shifts, regulatory changes, and supply chain adjustments, with a notable divergence between capacity expansions in Asia and Europe and a cautious stance in the U.S. [1] - The market is expected to face both opportunities and challenges in 2026, with the outlook for base oil prices unlikely to exceed those of 2025, indicating continued pressure on the industry in the coming years [1][2] Group 2: Asia-Pacific and Middle East Market Dynamics - In 2025, the Asia-Pacific and Middle East base oil markets will be influenced by geopolitical factors and tariffs, but the fundamentals will primarily drive market trends [1] - ExxonMobil's expansion project in Singapore is a focal point, with new capacity for 2026 already secured through long-term contracts, limiting available spot market supplies [1] - Demand in Asia is expected to remain stable in 2026, with a focus on categories II and III base oils, while category I base oils will see stable supply without major maintenance plans [1] Group 3: European Market Conditions - In Q4 2025, the European base oil market will continue to face pressure from oversupply and high profitability in distillate oils, prompting producers to adjust their strategies [2] - All categories of base oils are experiencing oversupply, leading refineries to reduce base oil production in favor of increasing diesel output [2] - The expansion plan of Poland's national oil company, with a new 400,000 tons/year category II base oil facility set to start in Q1 2026, will be a key variable for the European market [2] Group 4: U.S. Market Sentiment - U.S. market participants are adopting a cautious outlook, with base oil production in 2025 providing strong support for global category II base oil supply, a trend expected to continue into 2026 [2] - The release of new capacities in Poland and Singapore will intensify competition in traditional U.S. export markets, leading to a cautious stance among U.S. blenders regarding the 2026 base oil market [2] - The base oil market is anticipated to experience a lull in trading in January, with demand expected to recover only by March [2]

Group 1 - The core viewpoint of the article is that the company's gross margin in the third quarter has slightly increased compared to the same period last year, primarily due to a decrease in base oil costs [2] Group 2 - The company reported a rise in gross margin, indicating improved profitability [2] - The increase in gross margin is attributed to lower costs of base oil, which is a significant input for the company's operations [2]

Core Viewpoint - New materials are a key development direction for China's chemical industry, driven by new industrial demands, policy initiatives, and technological advancements in various sectors such as humanoid robots, AI, and sustainable aviation fuel [2][8]. Group 1: New Materials Development - The main focus for new materials in the second half of 2025 includes industrial new demands, such as those from humanoid robots requiring specific chemical materials like PEEK and high-strength PE, as well as policy-driven demands like bio-jet fuel [2][8]. - The development of synthetic biology, COC materials, and other high-value products is also noteworthy, alongside the progress in domestic alternatives to U.S. products post-tariff [2][8]. Group 2: Humanoid Robots - Humanoid robots are gaining attention due to their potential applications across various fields, including industrial, medical, and entertainment sectors, with significant investments from major tech companies [10][12]. - The focus on lightweight materials in humanoid robots is crucial, as seen in Tesla's Optimus Gen-2, which has reduced weight by 10 kg, enhancing energy efficiency and operational flexibility [12][13]. Group 3: Sustainable Aviation Fuel (SAF) - The global aviation fuel consumption is approximately 328 million tons, with SAF recognized as a viable solution to reduce carbon emissions by up to 85% compared to traditional fuels [17][20]. - The implementation of the CORSIA mechanism starting in 2025 is expected to drive rapid growth in SAF demand, with various countries setting ambitious blending targets [20][21]. Group 4: Electronic Specialty Gases - The electronic specialty gas market is projected to reach $6.023 billion by 2025, with a CAGR of 6.39% from 2022 to 2025, driven by the semiconductor industry's recovery and domestic substitution [27][29]. - The semiconductor industry's growth is expected to boost the demand for electronic specialty gases, with significant investments in advanced logic and storage applications [27][29]. Group 5: OLED Market - The OLED market is expanding rapidly, with mobile devices increasingly adopting OLED screens, which accounted for 57% of smartphone displays in 2021 [30][31]. - The penetration of OLED technology into tablets and automotive displays is anticipated to further drive demand, supported by major manufacturers' investments in production capacity [34][31]. Group 6: PCB Resin and Upgrades - The demand for high-end PCB resins is increasing due to the upgrade of computing power and servers, with a focus on domestic substitution in the supply chain [35][46]. - The transition to high-speed data transmission requires advanced resin materials, creating opportunities for domestic manufacturers to meet the growing demand [40][46]. Group 7: Synthetic Biology - The global synthetic biology market is expected to grow from $5.3 billion in 2019 to $18.9 billion by 2024, with a CAGR of 29% [59]. - Advances in gene sequencing and editing technologies are driving the rapid development of synthetic biology, with significant implications for various industries [59].

Core Insights - The average selling price of automotive environmental fine chemicals increased by 0.18% year-on-year for the first three quarters of 2025, while the average selling price of lithium iron phosphate cathode materials decreased by 10.02% year-on-year [1] Price Changes of Raw Materials - The average procurement price of base oil decreased by 110.13 CNY/ton, a decline of 1.39% year-on-year [1] - The average procurement price of ethylene glycol increased by 61.30 CNY/ton, an increase of 1.55% year-on-year [1] - The average procurement price of urea decreased by 435.51 CNY/ton, a decline of 20.79% year-on-year [1] - The average procurement price of phosphoric acid decreased by 317.01 CNY/ton, a decline of 3.62% year-on-year [1] - The average procurement price of lithium carbonate decreased by 18,916.29 CNY/ton, a decline of 22.88% year-on-year [1]

Core Insights - The average selling price of automotive environmental fine chemicals increased by 0.18% year-on-year for the first three quarters of 2025, while the average selling price of lithium iron phosphate cathode materials decreased by 10.02% year-on-year [1] Summary by Category Sales Performance - The average selling price of automotive environmental fine chemicals rose by 0.18% compared to the same period last year [1] - The average selling price of lithium iron phosphate cathode materials fell by 10.02% compared to the same period last year [1] Raw Material Price Changes - The average procurement price of base oil decreased by 110.13 CNY/ton, a decline of 1.39% year-on-year [1] - The average procurement price of ethylene glycol increased by 61.30 CNY/ton, an increase of 1.55% year-on-year [1] - The average procurement price of urea decreased by 435.51 CNY/ton, a decline of 20.79% year-on-year [1] - The average procurement price of phosphoric acid decreased by 317.01 CNY/ton, a decline of 3.62% year-on-year [1] - The average procurement price of lithium carbonate decreased by 18,916.29 CNY/ton, a decline of 22.88% year-on-year [1]