格隆汇9月5日丨联化科技(002250.SZ)在互动平台表示，经过前期积累，目前公司已实现电解液产品的 稳定供应，并逐步提升产量。在此基础上，公司新能源系列产品包括电解质主盐产品、正极材料等均实 现稳定的商业化交付。公司一直坚信新能源行业是发展长远，市场规模较大的行业，这一行业与公司的 价值观和自身能力有极高的契合度，公司相信凭借公司自身的能力积累能够最终在这一行业中获得竞争 优势。 ...

Core Viewpoint - Lianhua Technology (002250) has experienced significant profit growth in the first half of 2025, driven by cost reduction, operational efficiency improvements, and favorable exchange rate gains [1] Group 1: Profit Growth Reasons - The company's profit in the first half of 2025 increased significantly compared to the same period last year due to continuous cost reduction and efficiency enhancement [1] - The utilization rate of the plant protection business improved, and the product structure was adjusted, leading to an increase in gross margin [1] - The pharmaceutical business saw notable growth due to concentrated shipments and substantial exchange rate gains [1] Group 2: Pharmaceutical Business Developments - The pharmaceutical business growth is attributed to a focus on major clients, with partnerships established with several leading global pharmaceutical companies [1] - The company is actively expanding its client base, particularly targeting strategic and high-viscosity clients [1] - Collaborations have been established with a number of high-quality domestic and international clients [1] Group 3: Plant Protection Business Factors - The company follows a customer-centric strategy, providing a stable supply chain, comprehensive product delivery capabilities, and high-quality services [1] - The UK subsidiary improved its capacity utilization and operational performance in the first half of the year [1] - The UK subsidiary also achieved significant exchange rate gains, enhancing overall performance [1] Group 4: New Energy Project Progress - The company has achieved stable supply and gradual production increases for electrolyte products [1] - New energy products, including main salt products and cathode materials, have achieved stable commercial delivery [1] - The company anticipates that revenue from the new energy business will exceed expectations in 2025 [1] Group 5: Solid-State Battery Strategy - The company is actively monitoring industry trends and developing products in response to customer needs [1] - There is a focus on optimizing services and technology to reduce costs and promote innovation [1] Group 6: Competitive Landscape in India - Indian companies have entered the CDMO field, primarily focusing on generic drug supply chains, with unclear competitiveness in patented drugs [1] - While India has advantages in compliance and labor costs, China possesses a more comprehensive supply chain and a mature waste treatment system [1] - The company believes that maintaining its competitive edge will allow it to sustain market share and profitability despite emerging competitors [1]

联化科技股份有限公司投资者关系活动记录表 公司新能源业务跟随客户需求，积极关注行业前沿产品开 发情况，结合公司自身能力，做好产品规划，优化服务及技术， 降低成本，促进创新，以期未来。 3、今年公司英国子公司的生产经营情况有很大改善，主要原 因有哪些？ 公司一直坚持紧跟客户战略，为客户提供更稳定的供应 链、更完整的产品体系交付能力及更优质的服务。公司积极开 拓客户，引进新的产品，英国子公司上半年度产能利用率提升， 经营情况得到一定的改善。同时，上半年度英国子公司实现了 较大的汇兑收益，亦进一步提升了其上半年度的收益表现。 4、目前，公司新能源项目的进展如何？公司对这一业务的展 望情况如何？ 经过前期积累，目前公司已实现电解液产品的稳定供应， 并逐步提升产量。在此基础上，公司新能源系列产品包括电解 质主盐产品、正极材料等均实现稳定的商业化交付。2025 年， 公司新能源业务营业收入有望实现突破。公司一直坚信新能源 行业是发展长远，市场规模较大的行业，这一行业与公司的价 值观和自身能力有极高的契合度，公司相信凭借公司自身的能 力积累能够最终在这一行业中获得竞争优势。 5、公司新能源业务是否有固态电池的布局？如何看待 ...