"十四五"时期，是国有企业深化改革、培育新质生产力的关键阶段，也是新材料产业向高端化、智能 化、集群化跃升的重要窗口期。山东能源新材料公司(以下简称新材料公司)牢牢把握这一历史机遇，肩 负"山东能源集团增量跨越"使命，以"打造一流新材料产业集团"为定位，聚焦"12345"发展思路，坚持 延链补链强链优存量与项目并购重组拓增量"双轮驱动"，在齐鲁大地书写出资产总额较成立之初增长 217%的跨越式发展篇章，蹚出一条以"聚链成势"引领新材料产业高质量发展的创新之路。 锚定战略 聚链成势 产业集群实现历史性跨越 在淄博市淄川区，走进东华科技（002140）的柳泉石矿厂区，曾经沉寂多年的高钙石矿区，江北地区含 钙量最高(平均54%)、储量达9000万吨的"富矿"全面唤醒。沂水河畔，山东玻纤（605006）引进年产30 万吨高性能(超高模)玻纤智造项目，全面抢占玻璃纤维高端领域的话语权。在中科光电的无尘车间，首 条百兆瓦级钙钛矿太阳能电池产线成功建成，历经8个月，平米级钙钛矿光伏电池组件转换效率达行业 前列，实现由"起步跟跑"到"超越并跑"…… 这样的场景，正是新材料公司落实"大力发展战略性新兴产业和未来产业"部署的缩影 ...

Core Viewpoint - The "14th Five-Year Plan" period is a critical phase for state-owned enterprises to deepen reforms and cultivate new productive forces, with a significant opportunity for the new materials industry to advance towards high-end, intelligent, and clustered development [1] Group 1: Strategic Development - Shandong Energy New Materials Company aims to become a leading new materials industry group, focusing on a dual-driven strategy of optimizing existing resources and expanding through mergers and acquisitions [2] - The company has achieved a 217% increase in total assets since its establishment, demonstrating significant growth and development in the new materials sector [1][2] Group 2: Industry Clusters and Innovations - The company has established four major industrial clusters: high-end chemical new materials, fiber composite new materials, calcium-based new materials, and optoelectronic new materials, which are crucial for its strategic development [2][3] - The successful construction of a 100 MW perovskite solar cell production line marks a significant advancement in the optoelectronic materials sector, achieving industry-leading conversion efficiency [4] Group 3: Capital Operations and Mergers - The successful restructuring of Qixiang Group, completed on May 31, 2023, added a new platform with nearly 30 billion yuan in total assets to the new materials sector, showcasing effective capital operations [7][9] - The project team identified strategic opportunities during Qixiang's financial difficulties, leading to a swift acquisition process that exemplified proactive capital management [8] Group 4: Digital Transformation - The company is focusing on digital transformation as a strategic choice to gain competitive advantages, integrating new information technologies with manufacturing processes [12] - The implementation of smart manufacturing practices, such as the "black light factory" model, has significantly improved production efficiency and reduced labor costs [13] Group 5: Reform and Efficiency Enhancement - The company has initiated reforms to streamline its organizational structure, reducing the number of departments by 25% to enhance operational efficiency [16] - Non-core business units have been integrated or closed, allowing the company to focus on its main business and improve development momentum [17] Group 6: Cultural and Social Responsibility - The company emphasizes the importance of high-quality party building to guide its development, fostering a strong corporate culture that enhances operational effectiveness [20][21] - Initiatives to support employees, such as financial aid for struggling families and wellness programs, have increased employee satisfaction and sense of belonging [22]

截至12月10日，齐翔腾达股东户数5.65万，较上期增加0.00%；人均流通股48684股，较上期增加 0.00%。2025年1月-9月，齐翔腾达实现营业收入182.12亿元，同比减少0.77%；归母净利润-1.46亿元， 同比减少174.19%。 12月30日，齐翔腾达盘中上涨2.04%，截至10:54，报4.99元/股，成交5984.49万元，换手率0.44%，总市 值141.86亿元。 资金流向方面，主力资金净流入433.95万元，特大单买入0.00元，占比0.00%，卖出100.81万元，占比 1.68%；大单买入1538.72万元，占比25.71%，卖出1003.97万元，占比16.78%。 齐翔腾达今年以来股价跌0.20%，近5个交易日涨2.67%，近20日涨2.04%，近60日涨3.10%。 资料显示，淄博齐翔腾达化工股份有限公司位于山东省淄博市临淄区杨坡路206号，成立日期2002年1月 4日，上市日期2010年5月18日，公司主营业务涉及甲乙酮、顺酐、丙烯、甲基丙烯酸甲酯、叔丁醇、异 辛烷、MTBE、石油和化工各类催化剂等产品以及能源、化工产品贸易等供应链管理业务。主营业务收 入构成为：顺酐 ...

证券日报网讯 12月29日，齐翔腾达（002408）在互动平台回答投资者提问时表示，公司生产的甲乙 酮、无水叔丁醇、异丙醇及双氧水等产品，已在普通电子清洗领域得到广泛应用。经过进一步的提纯处 理和杂质去除工艺，上述产品可实现半导体清洗等高端领域的应用。公司将持续依托现有产品体系，不 断夯实主打产品龙头地位，通过提升产品品质，积极开展高端新应用场景的开发。 ...

格隆汇12月29日丨齐翔腾达(002408.SZ)在互动平台表示，公司生产的甲乙酮、无水叔丁醇、异丙醇及 双氧水等产品，已在普通电子清洗领域得到广泛应用。经过进一步的提纯处理和杂质去除工艺，上述产 品可实现半导体清洗等高端领域的应用。我们将持续依托现有产品体系，不断夯实主打产品龙头地位， 通过提升产品品质，积极开展高端新应用场景的开发。 ...

Core Viewpoint - Shandong Energy New Materials Company aims for high-quality development by 2025 through a strategy focused on "five integrations" and enhancing efficiency while maintaining stability and quality [1] Group 1: Industry Foundation and Development - The company emphasizes its core business in new materials, focusing on industrial cultivation and upgrading as the foundation for its growth, resulting in a distinctive and synergistic industrial layout [2] - Key products include acetone and butanone, with production and sales ranking first globally, while nylon elastomers rank third in global capacity [2] - The company has successfully developed high-modulus wind power yarn, contributing to the localization of large wind turbine blades, with a total sales of 30,000 tons of high-modulus and ultra-high-modulus wind power yarn this year [2][3] Group 2: Green and Low-Carbon Initiatives - The company is constructing a complete industrial chain from ore mining to high-end nano-calcium carbonate, establishing a green low-carbon demonstration park in Shandong, generating over 50 million yuan annually [3] - The research team has achieved significant advancements in perovskite solar cell efficiency, reaching industry-leading levels within eight months of development [3] Group 3: Management and Efficiency Improvement - The company implements a "six precision and six enhancement" strategy across its operations, focusing on cost reduction, efficiency improvement, and value addition [4] - Cost control measures have led to significant reductions in variable costs and expenses, with over 50 million yuan saved in labor costs [4] - The company has successfully revitalized idle assets, achieving 220 million yuan in asset activation and clearing 2.96 million yuan in inventory [4] Group 4: Cultural and Organizational Development - The company promotes a "Party building + integration" model to enhance organizational effectiveness and employee engagement [5] - Various educational activities have been conducted to foster a culture of unity and development, reaching nearly 9,800 participants [6] - The company has established a support fund and conducted outreach to assist 69 families in need, enhancing employee satisfaction and sense of belonging [6]

截至11月20日，齐翔腾达股东户数5.66万，较上期减少0.46%；人均流通股48610股，较上期增加 0.46%。2025年1月-9月，齐翔腾达实现营业收入182.12亿元，同比减少0.77%；归母净利润-1.46亿元， 同比减少174.19%。 12月22日，齐翔腾达盘中上涨2.10%，截至10:23，报4.86元/股，成交3704.66万元，换手率0.28%，总市 值138.16亿元。 资金流向方面，主力资金净流入113.61万元，特大单买入275.17万元，占比7.43%，卖出0.00元，占比 0.00%；大单买入559.28万元，占比15.10%，卖出720.85万元，占比19.46%。 齐翔腾达今年以来股价跌2.80%，近5个交易日涨2.97%，近20日涨1.46%，近60日跌2.02%。 资料显示，淄博齐翔腾达化工股份有限公司位于山东省淄博市临淄区杨坡路206号，成立日期2002年1月 4日，上市日期2010年5月18日，公司主营业务涉及甲乙酮、顺酐、丙烯、甲基丙烯酸甲酯、叔丁醇、异 辛烷、MTBE、石油和化工各类催化剂等产品以及能源、化工产品贸易等供应链管理业务。主营业务收 入构成为：顺酐化工 ...

12月19日，齐翔腾达盘中上涨2.14%，截至10:54，报4.78元/股，成交3654.84万元，换手率0.28%，总市 值135.89亿元。 截至11月20日，齐翔腾达股东户数5.66万，较上期减少0.46%；人均流通股48610股，较上期增加 0.46%。2025年1月-9月，齐翔腾达实现营业收入182.12亿元，同比减少0.77%；归母净利润-1.46亿元， 同比减少174.19%。 分红方面，齐翔腾达A股上市后累计派现26.43亿元。近三年，累计派现9.08亿元。 机构持仓方面，截止2025年9月30日，齐翔腾达十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股2646.83万股，相比上期增加869.57万股。鹏华中证细分化工产业主题ETF联接A （014942）位居第五大流通股东，持股2132.33万股，为新进股东。广发优势成长股票A（011425）位居 第七大流通股东，持股1326.41万股，为新进股东。南方中证1000ETF（512100）位居第八大流通股 东，持股1299.33万股，相比上期减少10.34万股。华夏中证1000ETF（159845）退出十大流通股东之 列。 责任编 ...

材料工业是国民经济的基础产业，新材料是材料工业发展的先导，国家先后将新材料列入国家高新技术 产业和重点战略性新兴产业。而位于鲁中的淄博齐翔腾达（002408）化工股份有限公司（以下称"齐翔 腾达"）手握碳四深加工能力和全球最大的产能，被誉为国内高端化工新材料的领军企业。 面对外省国资重大利益关切，由省委政法委牵头，省市法院、省国资委、淄博政法委等单位密切参与， 坚持市场化、法治化原则不动摇，与各方对接沟通200余次，达成"定分止争、维护国有资产安全、扶持 优质企业破茧重生、维护两地社会稳定"的合作共识，共同推进齐翔集团破产重整方案的优化执行，确 保了程序推进依法依规、商谈博弈多赢共赢。 面对分散多地的债权人和短期内无法确定的债权，工作团队创新"求同债权先行确认、存疑债权存留后 付"的动态清偿方式，既高效推进债权清偿，又有效回应债权人异议。对已经确认的债权，先行进行清 偿，以保证相关债权人利益，同时进行精准评估、预测，保留足够的金额，用于二次清偿。破产重整7 个月后，存疑债权完成确定的第一时间，二次清偿顺利进行，普通债权人全部按比例拿到了清偿款。 2023年5月31日，淄博中院作出裁定，确认齐翔集团重整计划执行 ...

目前，齐翔腾达已构建起以甲乙酮、顺酐为核心，辐射环氧丙烷、丙烯酸、丁腈胶乳、合成橡胶等30余 种产品的多元化、协同化产业链。年产8000吨高性能催化新材料项目亦在稳步推进中，未来将形成石油 化工、煤化工相融合的高性能催化剂产业基地，助力高端催化剂国产化替代。 面对化工行业周期性调整，齐翔腾达通过深入梳理产业，明确自身优势与短板，制定一系列存量优化方 案，深度挖掘现有装置潜力，优化公用工程配置，持续提升效率效益。该公司还积极探索产业转型升级 的新路径，通过实施产业链拓展，不断向技术护城河更深、低碳绿色更优、工艺附加值更高的新产品延 伸，持续增强装置资产的总价值和竞争力。此次完成升级改造的无水叔丁醇装置就是一场瞄准下游高附 加值应用场景的战略性升级。无水叔丁醇的应用领域已突破传统溶剂的范畴，逐步向高纯电子级、生物 基材料以及医药中间体等高端领域拓展，应用于电子与半导体清洗、疫苗佐剂合成等领域，其需求呈现 快速增长态势。 中化新网讯 近日，山东能源齐翔腾达积极以存量优化为重要抓手，完成年产40万吨叔丁醇装置的技术 升级改造，实现年产7万吨无水叔丁醇装置的稳定达产，在高端精细化工领域迈出关键一步。 ...