证券代码：300779 证券简称：惠城环保 公告编号：2025-044 债券代码：123118 证券简称：惠城转债 | 序 | | 项目总投 | 募集资金使 | | | | --- | --- | --- | --- | --- | --- | | | 项目名称 | | | 实施主体 | 实施方式 | | 号 | | 资 | 用金额 | | | | | | | | 广东东粤环 | | 青岛惠城环保科技集团股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 青岛惠城环保科技集团股份有限公司（以下简称"公司"）于 2025 年 6 月 27 日召开第三届董事会第四十五次会议和第三届监事会第三十五次会议，审议通过 了《关于调整 2024 年度向特定对象发行 A 股股票方案的议案》等相关议案。 公司 2024 年度向特定对象发行 A 股股票方案的调整内容如下： 调整前： 本次向特定对象发行股票募集资金总额不超过 85,000.00 万元（含本数），扣 除发行费用后，募集资金净额拟投入以下项目： 单位：万元 揭阳大南海石化工业区环 保资源综合利用一期项目 石油 ...

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。 浙江镇洋发展股份有限公司（以下简称"公司"）于近日取得由浙江省应急管理厅换发的《安全生产许可 证》，具体内容如下： 年副产：盐酸（≥31%）12.18万吨、盐酸（≥20%）4.65万吨、二异丁基酮492吨、KB-3（甲基正戊基酮 的高沸酮和羟基酮混合物）544吨、异丙醇750吨。 发证机关：浙江省应急管理厅 企业名称：浙江镇洋发展股份有限公司 主要负责人：沈曙光 单位地址：浙江省宁波市镇海区宁波石化经济技术开发区海天中路655号 经济类型：其他股份有限公司（上市） 有效期：2025年6月6日至2028年6月5日 许可范围： 年产：氢氧化钠溶液（含量≥30%，其中48%一50%高浓度烧碱15万吨）35万吨（折百）、液氯30.68万 吨、盐酸6万吨、氢气8750吨、次氯酸钠溶液（含有效氯≥10%）20万吨、硫酸（75%）9080吨、甲基异 丁基酮1.925万吨、环氧氯丙烷4万吨、1,2-二氯乙烷（中间产品）48万吨、氯乙烯（中间产品）28.06万 吨、氯乙烯2万吨。 发证日期：2025 ...

Core Viewpoint - Erkang Pharmaceutical reported a net loss in its annual report for 2024, while its first-quarter results for 2025 showed significant growth in revenue and profit, indicating a mixed performance trend [1][2]. Financial Performance - In 2024, Erkang Pharmaceutical achieved an operating revenue of 1.14 billion yuan, a year-on-year decline of 36.09%, and a net loss of 373 million yuan, compared to a loss of 195 million yuan in the previous year [2]. - For the first quarter of 2025, the company reported an operating revenue of 354 million yuan, a year-on-year increase of 28.19%, and a net profit attributable to shareholders of 28.11 million yuan, marking a substantial growth of 868.91% [2]. Market Position and Competition - Erkang Pharmaceutical is one of the largest manufacturers of pharmaceutical excipients in China, but its revenue has been declining since 2020, raising concerns about its ability to maintain its leading position in the industry [2][5]. - In contrast, competitor Shanhe Pharmaceutical (300452.SZ) has shown consistent revenue growth, with a 2024 revenue of 883 million yuan, up 5.16% year-on-year [5][6]. Strategic Initiatives - To counteract declining revenues, Erkang Pharmaceutical is diversifying its business by entering the lithium mining sector and increasing its focus on traditional Chinese medicine products [2][4]. - The company has invested in a lithium mining project in Nigeria, with its first beneficiation plant expected to contribute to revenue in 2025 [17]. Industry Challenges - The pharmaceutical excipient market is facing challenges, including increased regulatory scrutiny and rising raw material costs, which are impacting the profitability of companies like Erkang Pharmaceutical [14][15]. - The overall pharmaceutical manufacturing industry in China has seen mixed results, with many companies experiencing revenue declines, particularly in the traditional Chinese medicine and biopharmaceutical sectors [11][15]. Financial Health and Inventory Management - Erkang Pharmaceutical's financial health is under pressure, with a reported net cash outflow from operating activities of 4 million yuan at the end of the first quarter of 2025 [19]. - The company has also faced inventory challenges, with a significant increase in inventory balance from 601 million yuan at the end of 2024 to 671 million yuan in the first quarter of 2025, despite recognizing inventory impairment losses [21].

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 年第一季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）： 证券代码：603078 证券简称：江化微 公告编号：2025-020 江阴江化微电子材料股份有限公司 关于 2025 年第一季度主要经营数据的公告 | 主要产品 | 2025 1-3 | 年 | 月 | 年 月 2024 | 1-3 | 变动比例 | | --- | --- | --- | --- | --- | --- | --- | | | 平均售价（元/吨） | | | 平均售价（元/吨） | | （%） | | 超净高纯试剂 | | | 6,760.74 | | 6,401.21 | 5.62 | | 光刻胶配套试剂 | | | 10,544.84 | | 10,840.87 | -2.73 | 2、主要原材料的价格变动情况（ ...