证券代码：600319 证券简称：亚星化学 编号：临2025-043 潍坊亚星化学股份有限公司 关于 2025 年半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法律责任。 根据上海证券交易所《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，潍坊亚星化学股份有限公司（以下简称"公 司"）现将2025年半年度主要经营数据披露如下： | 主要产品 | | 2024年第二季 | | | | 2025年第一季 | | | 2025年第二季 | | | 同 | 比 | 变 | 环 | 比 | 变 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 度 单 | 平 | 均 | 价 | 度 平 均 | 单 | 价 | 度 平 均 价 | | 单 | | 动比率 | | | 动比率 | | | | | （元/吨） | ...

风险提示：股市有风险，投资需谨慎。 该公司属于化学原料行业，主营业务涵盖氯化聚乙烯、烧碱等化工产品的生产和销售。作为山东地区的 重要化工企业，其产品广泛应用于塑料改性、电线电缆等领域。 亚星化学最新股价报7.33元，较前一交易日上涨0.12元。盘中最高触及7.34元，最低下探7.13元，成交量 为76317手，成交金额达0.55亿元。 根据公开信息，亚星化学8月25日迎来限售股解禁，解禁数量达7211.54万股。从资金流向来看，当日主 力资金净流出248.58万元，近五个交易日累计净流出506.29万元。 ...

Group 1 - The recent surge in commodity futures prices has attracted widespread market attention, with polysilicon contracts reaching over 50,000 yuan/ton, marking a more than 70% increase from late June [1] - Coking coal contracts also showed strong performance, closing at over 1,100 yuan/ton, reflecting a rebound of over 50% from early June [1] - Other commodities such as industrial silicon and coke have also seen significant price increases, with industrial silicon surpassing 10,000 yuan/ton, a nearly 50% rise since early June [2] Group 2 - The central government's recent meeting emphasized addressing key challenges, including regulating low-price competition and promoting integrated development of domestic and foreign trade [2] - Analysts attribute the commodity price surge to a combination of economic recovery expectations, supply rigidity, and liquidity premiums, with both the US and China manufacturing PMIs returning to expansion territory [2] - The chemical industry is expected to see a recovery in the second half of 2025, driven by reduced capital expenditure and a resurgence in domestic demand [3] Group 3 - Companies with market capitalizations below 10 billion yuan and institutional ratings include those in the pig farming, coal, glass, and organic silicon sectors [3] - Yaxing Chemical, with a market cap of approximately 2.644 billion yuan, specializes in chlorinated polyethylene and other chemical products [4] - Dongrui Co., a modern agricultural enterprise, operates a full industry chain in pig farming, while Beibo Co. focuses on glass deep processing equipment [4]

Core Viewpoint - The company, 日科化学, has signed a strategic cooperation framework agreement with 山东东明石化集团有限公司, focusing on various areas of collaboration including specialized polyethylene powder supply, building an industrial ecosystem, technical cooperation on chlorinated polyethylene, and joint development of new products and chlorinated polyethylene facilities [1] Summary by Relevant Categories Strategic Cooperation - The agreement outlines a deep collaboration between the two companies in specialized polyethylene powder supply and the establishment of an industrial ecosystem [1] - Technical cooperation will also include chlorinated polyethylene and new product development [1] Financial Impact - The framework agreement does not specify any concrete transaction amounts, making it difficult to predict its impact on the company's financial status and operational performance [1] - Specific projects and business collaborations will be subject to separate agreements that will be signed and come into effect later [1]

Core Viewpoint - Yaxing Chemical (600319.SH) is advancing its industrial transformation with the support of state-owned capital through a financing plan for its wholly-owned subsidiary, Weifang Yaxing New Materials Co., Ltd, aiming to optimize its industrial layout and promote new projects, particularly the PVDC project [1][4]. Financing and Investment - Yaxing New Materials plans to raise 220 million yuan with a pre-investment valuation of 700 million yuan, involving four strategic investors with local state-owned backgrounds [3][4]. - After the financing, Yaxing Chemical's ownership in Yaxing New Materials will decrease from 100% to 76.08%, while Yaxing New Materials remains a controlled subsidiary [3][4]. Financial Performance - Yaxing Chemical has reported a cumulative net loss of approximately 268 million yuan over the past two years, with Yaxing New Materials also incurring a cumulative loss of 138 million yuan [1][6]. - The company has not distributed dividends since 2009 and has an asset-liability ratio of 80.5% as of March 2025 [2][6]. Strategic Direction - The company is transitioning from traditional chemicals to new materials, with ongoing projects including a high-end new materials project and various chemical production initiatives [7]. - Yaxing New Materials has completed several projects, including a CPE project and a 120,000-ton/year ion membrane caustic soda project, but continues to face financial challenges [1][7].

2024年度,公司主要产品的价格详见下表： 证券代码：600319 证券简称：亚星化学 编号：临2025-016 潍坊亚星化学股份有限公司 关于 2024 年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法律责任。 根据上海证券交易所《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，潍坊亚星化学股份有限公司（以下简称"公 司"）现将2024年度主要经营数据披露如下： 二、主要产品和原材料的价格变动情况 （一）主要产品价格变动情况 | 主要产品 | 2023年度平均单 | 2024年度平均单价 | 同比变动 | | --- | --- | --- | --- | | | 价（元/吨） | （元/吨） | 比率 | | 氯化聚乙烯 | 7,303.47 | 6,953.46 | -4.79% | | 离子膜烧碱 | 2,444.07 | 2,384.06 | -2.46% | | 双氧水 | 612.09 | 683.00 | 11.58% | 备注：氯化聚乙烯产品2024年度平均单价 ...