半导体制造工序也使用以石脑油为原料的化学品 俄罗斯石脑油的价格受对俄国际制裁等因素的影响而走低。这些石脑油被认为经过招标后流 入台湾。以石脑油为原料生产的化学品被用于作为台湾核心产业的半导体制造工序等。 2025年1～6月台湾的俄罗斯石脑油进口额为13亿美元，同比增长44%，与2022年相比，每 月的进口额猛增至约6倍。包括石油资源在内，台湾的能源几乎全部依赖进口，因此很难在经 济上完全切断与俄罗斯的联系…… 台湾正在增加对俄罗斯产石油产品的进口。民间调查显示，2025年1～6月，台湾的俄罗斯石 脑油进口额为13亿美元（约1900亿日元），较上年同期增长44%。按国家和地区来看，台湾 成为全球最大的俄罗斯石脑油进口地。 与俄罗斯开始入侵乌克兰的2022年相比，每月的进口额猛增至约6倍。石脑油是俄罗斯获取 外汇的主要来源。据称，自2022年2月俄罗斯入侵乌克兰以来，台湾进口俄罗斯石脑油的金 额达到49亿美元。 被指采购了俄罗斯石脑油的台湾大型石油化工企业强调，自己一直遵守制裁措施，否认了违 反制裁规定的可能性。由于受到批评，台湾相关部门再次表明了支持乌克兰的态度，并表示 将配合国际制裁。 芬兰智库"能源与清洁空 ...

Group 1 - The core viewpoint of the news highlights the recent trading performance and financial metrics of Haike New Source, indicating a decline in stock price and significant financing activities [1] - On September 23, Haike New Source's stock price fell by 3.31%, with a trading volume of 137 million yuan. The financing buy-in amount was 10.25 million yuan, while the financing repayment was 12.52 million yuan, resulting in a net financing outflow of 2.27 million yuan [1] - As of September 23, the total balance of margin trading for Haike New Source was 87.54 million yuan, accounting for 5.70% of its market capitalization, which is above the 80th percentile level over the past year, indicating a high level of financing [1] Group 2 - As of September 10, the number of shareholders for Haike New Source increased to 24,700, representing a 24.75% rise compared to the previous period. The average number of circulating shares per shareholder decreased by 19.84% to 3,449 shares [2] - For the first half of 2025, Haike New Source reported a revenue of 2.316 billion yuan, reflecting a year-on-year growth of 27.92%. However, the net profit attributable to the parent company was -42.83 million yuan, which is a 61.21% increase in loss compared to the previous year [2]

Group 1 - The stock price of Yuxin Co., Ltd. (002986) closed at 11.52 yuan on September 4, 2025, with an increase of 1.05% and a turnover rate of 1.23% [1] - The company has a significant geographical advantage in South China, which supports its export of MTBE, isopropanol, ketone, and succinic anhydride products to Southeast Asia, South Asia, and Europe [2] - The 30,000 tons/year diesel anti-wear agent project by Huizhou Boke Environmental New Materials Co., Ltd. is still under construction, and specific profit figures will be disclosed in future announcements [2] Group 2 - On September 4, 2025, the net outflow of main funds was 229.39 million yuan, while retail investors saw a net inflow of 361.89 million yuan [3][4] - The trading information indicates that speculative funds had a net outflow of 132.5 million yuan on the same day [4]

Investment Rating - The investment rating for the company is "Buy" [6] Core Views - The company's traditional business operations are stable, with a slight year-on-year increase in performance for the first half of 2025. The revenue for H1 2025 was 1.482 billion yuan, a decrease of 0.07% year-on-year, while the net profit attributable to shareholders was 148 million yuan, an increase of 0.66% year-on-year [2][3] - The company is actively promoting the construction of strategic emerging industry projects, including the Ningxia Xin Hua fragrance project and the Jiangsu Xin Rui fragrance project, which are expected to enter trial production in the second half of the year. The company is also expanding into lithium resources and high-end chemicals, with projects accelerating towards trial production [3][4] Summary by Sections Financial Performance - In H1 2025, the company achieved operating revenue of 1.482 billion yuan, with a slight decrease of 0.07% year-on-year. The net profit attributable to shareholders was 148 million yuan, reflecting a year-on-year increase of 0.66%. The weighted average return on equity was 6.05%, down 0.49 percentage points year-on-year. The gross profit margin was 22.98%, up 1.03 percentage points year-on-year, and the net profit margin was 11.60%, up 0.13 percentage points year-on-year [1][2] - For Q2 2025, the company reported revenue of 717 million yuan, a decrease of 2.97% year-on-year and a decrease of 6.22% quarter-on-quarter. The net profit attributable to shareholders was 77 million yuan, an increase of 7.77% year-on-year and an increase of 7.00% quarter-on-quarter [1][2] Business Segments - The demand for fatty amine products remains stable, contributing 768 million yuan in revenue for H1 2025, an increase of 4.62% year-on-year. However, the organic solvent segment faced challenges, with revenue of 173 million yuan, a decrease of 28.06% year-on-year due to falling prices [2] - The synthetic fragrance segment saw a revenue of 382 million yuan in H1 2025, reflecting a year-on-year growth of 2.31%, despite a decline in average prices [2] Future Growth Prospects - The company is expected to see growth driven by its synthetic fragrance and lithium resource businesses. Forecasted net profits for 2025, 2026, and 2027 are 307 million yuan, 373 million yuan, and 451 million yuan, respectively, with corresponding EPS of 1.59 yuan, 1.94 yuan, and 2.34 yuan. The current price corresponds to a PE ratio of 18.64, 15.33, and 12.69 for the respective years [4][10]

Group 1 - The company, Haike New Source, announced a share buyback plan with a total amount between 11 million and 22 million yuan, at a maximum price of 30.00 yuan per share, funded by its own resources, over a period of 6 months [1] - The current stock price of Haike New Source is 19.91 yuan, reflecting a year-to-date increase of 52.22%, with the proposed buyback price being 50.68% higher than the current price [1] - The company specializes in the research, production, and sales of carbonate series lithium-ion battery electrolyte solvents and high-end propylene glycol, is located in Dongying, Shandong Province, and was established on October 30, 2002, with its listing date on July 7, 2023 [1] Group 2 - As of August 20, the number of shareholders for Haike New Source is 19,800, an increase of 3.69% from the previous period, with an average of 4,303 circulating shares per person, a decrease of 3.56% [2] - For the first half of 2025, Haike New Source achieved operating revenue of 2.316 billion yuan, a year-on-year growth of 27.92%, while the net profit attributable to shareholders was -42.83 million yuan, reflecting a year-on-year increase of 61.21% [2]

Group 1 - The company guarantees the authenticity, accuracy, and completeness of the semi-annual report, and assumes legal responsibility for any false records or misleading statements [1][5][11] - The semi-annual report has not been audited [3][8] - The board of directors approved the profit distribution plan or capital reserve transfer plan, which is not applicable for this period [4] Group 2 - The company, Li Hua Yi Wei Yuan Chemical Co., Ltd., is identified by the stock code 600955 and is involved in the chemical industry [5][10] - The company has disclosed its major operating data for the first half of 2025, including production, sales, and revenue for key products [5][8] - The report includes information on the price changes of major products and raw materials [8] Group 3 - The board of directors held its ninth meeting on August 26, 2025, with all members present [2][12] - The board approved the semi-annual report and its summary, which complies with regulatory requirements [13][27] - The board also approved the cancellation of the supervisory board and the revision of the company's articles of association, which will be submitted for shareholder approval [15][29][54] Group 4 - The company will hold its first extraordinary general meeting of 2025 on September 12, 2025, with both on-site and online voting options available [33][35] - Shareholders must register to attend the meeting, with specific requirements outlined for both individual and corporate shareholders [44][45] - The meeting will address various proposals that have been previously approved by the board and supervisory board [38]

证券代码：600955 证券简称：维远股份 公告编号：2025-024 利华益维远化学股份有限公司 2025年半年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 年上半年主要经营数据披露如下： 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。 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 一、主要产品的产量、销量及收入实现情况 主要产品 2025年上半年产量 （吨） 2025 年上半年外销量 （吨） 2025 年上半年销售金 额（不含税）（万元） 酚酮相关产品 6 ...

Core Viewpoint - The petrochemical industry, as a crucial pillar of the national economy, is facing significant challenges and opportunities in energy conservation and carbon reduction under the "dual carbon" strategy. Jinzhou Petrochemical is actively exploring energy-saving paths through innovative practices [1][2]. Group 1: Energy Conservation Initiatives - Jinzhou Petrochemical recognizes that understanding its energy usage is the primary task for energy conservation. In 2024, the company will conduct comprehensive energy audits in collaboration with professional firms and Dalian University of Technology [1]. - By early 2025, operational departments will develop rectification plans and energy-saving initiatives based on the audit findings. A notable example includes optimizing the isopropanol unit's startup process, reducing propylene concentration time from 30 days to 20 days, resulting in a profit of 1.05 million yuan [1]. Group 2: Long-term Management System - In early 2025, Jinzhou Petrochemical will revise its management methods and assessment criteria, enhancing core modules such as plan management and quota assessment, while introducing reward and punishment measures to support energy-saving efforts [2]. - The company has launched a personal action plan for all employees to promote energy and water conservation, optimizing low-temperature heat operations across the plant. This includes reducing the hourly steam consumption in the heavy oil tank area by 7.31 tons, potentially generating an annual profit of 7.8 million yuan [2]. Group 3: Innovation-Driven Energy Efficiency - Jinzhou Petrochemical has adopted the PDCA dynamic cycle management model, integrating planning, execution, inspection, and adjustment into the energy efficiency enhancement process [2]. - The company has implemented several technical innovations, such as optimizing the high-temperature condensate water process in the propane depropanizer, saving 4 tons of steam per hour. Additionally, the intelligent spray system in the delayed coking unit has achieved over 50% steam savings during the gas extraction phase, significantly improving energy utilization efficiency [2].

Core Viewpoint - Jiangyin Jianghua Microelectronics Materials Co., Ltd. disclosed its key operating data for the first half of 2025, highlighting production, sales, and revenue figures for its main products, as well as price changes for products and raw materials [1]. Group 1: Main Products Performance - The production and sales figures for the main products are as follows: - Ultra-pure reagents: Production of 55,189.62 tons, sales of 55,375.27 tons, and sales revenue of 363.78 million yuan [1]. - Photoresist supporting reagents: Production of 26,006.77 tons, sales of 26,282.91 tons, and sales revenue of 200.45 million yuan [1]. Group 2: Price Changes - Average selling prices for the main products: - Ultra-pure reagents: Average price of 6,577.61 yuan/ton, an increase of 2.51% from the previous period [1]. - Photoresist supporting reagents: Average price of 10,827.33 yuan/ton, an increase of 8.35% from the previous period [1]. - Average procurement prices for key raw materials: - Phosphoric acid: Average price of 6,205.44 yuan/ton, an increase of 3.16% [1]. - High-purity sulfuric acid: Average price of 2,229.7 yuan/ton, an increase of 1.41% [1]. - Specific-grade nitric acid: Average price of 1,565.93 yuan/ton, a slight decrease of 0.03% [1]. - Specific-grade hydrochloric acid: Average price of 725.9 yuan/ton, a decrease of 5.79% [1]. - Isopropanol: Average price of 12,389.38 yuan/ton, an increase of 0.96% [1]. Group 3: Other Significant Matters - The disclosed operating data is intended to provide investors with timely insights into the company's production and operational status, with a reminder for investors to use the data cautiously and be aware of investment risks [1].

证券代码：603078 证券简称：江化微 公告编号：2025-025 江阴江化微电子材料股份有限公司 关于 2025 年半年度主要经营数据的公告 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法律责任。 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，江阴江化微电子材料股份有限公司（以下简称"公司"） 现将 2025 年半年度主要经营数据披露如下： 一、主要产品的产量、销量及收入实现情况（不含税）： | 主要产品 | 2025 年 | 1-6 | 月 | 2025 年 | 1-6 月 | 2025 | 年 | 1-6 | 月 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 产量（吨） | | | | 销量（吨） | | 销售金额（万元） | | | | 超净高纯试剂 | | | 55,189.62 | 55,375.27 | | | 36,377.75 | | | | 光刻胶配套试剂 | | | 26, ...