面对原材料价格波动等外部挑战，赞宇科技主动施策、双向发力保障经营韧性，一方面，通过深化供应 链精细化管理，动态优化库存配置与采购策略，有效对冲原料价格波动带来的不利影响；另一方面，全 力加码市场开拓，在巩固常规产品市场的同时，重点强化特殊功能型产品研发推广与外贸渠道拓展，成 功实现业绩稳健增长。在公司经营基本面扎实的基础上，原材料价格稳步上涨传导至产品端，带动销售 价格同步提升，形成业绩基本面与市场环境的双重利好，推动公司持续释放发展潜力。 赞宇科技前瞻性布局印度尼西亚雅加达大型现代化生产基地，凭借杜库达海外油化基地，成为国内油脂 化工领域为数不多拥有海外棕榈油原料生产基地的企业。基地坐落于棕榈油主产国印度尼西亚的首都雅 加达保税区，依托核心产区与政策区位双重优势在棕榈油采购价格、便利性、在途时间、税收政策、运 输费用、生产成本等方面具有明显优势，转化为强劲盈利能力。 从战略价值看，通过杜库达基地赞宇科技实现产业链向上游延伸，持续靠近棕榈油原料源头，有效降低 原材料价格波动对生产的影响，强化供应链稳定性与成本掌控力；同时以印尼为核心立足本地市场，辐 射东南亚区域，并进一步面向全球市场拓宽销售版图。2025年上 ...

丽臣实业分析师会议 调研日期：2025年10月10日 调研行业：化学制品 参与调研的机构：泰康资产等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序，了解最新的：行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ LIST 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | | | START SHILL CARD | | | ...

编号：2025-007 投资者关系活 动类别 特定对象调研 分析师会议 □媒体采访 业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 （ ） 参与单位名称 及人员姓名 泰康资产 王铎霖女士 时间 2025年10月10日下午2:00-3:00 地点 湖南丽臣实业股份有限公司办公大楼五楼会议室 形式 现场会议 上市公司接待 人员姓名 董事会秘书 钟诚先生 证券事务代表 刘曾辉先生 投资者关系活 动主要内容介 绍 双方就公司主营业务、技术工艺、采购策略、战略方向等方面进行了 沟通，相关问答记录如下： 1、公司主营业务基本情况？ 公司立足于精细化工领域，主营业务为表面活性剂和洗涤用品的研 发、生产及销售，公司拥有长沙、上海、东莞三大生产基地，表面活性剂 年产能超 60 万吨，洗涤用品年产能约 25 万吨。公司 2024 年度整体产能利 用率为 86%。 2、公司表面活性剂产品的定价逻辑？公司原材料采购策略是如何的？ 表面活性剂产品价格一般参考"主要材料成本+其他成本+合理利润" 的模式进行定价。 公司专门设立了采购部门从事原材料、辅材、包材等物料的采购。公 司实行"供销联动"模式，即产品销售价格与原材料采购价 ...

证券日报网讯赞宇科技10月9日在互动平台回答投资者提问时表示，公司依托自身表面活性剂业务的技 术与规模优势，全力打造行业领先的"表活原料生产+洗护用品代加工服务"一体化产业链模式， OEM/ODM加工总产能达到110万吨。通过整合上下游供应链，引进辅料、包材、智能仓储物流等配套 产业，为客户提供优质高效的日化产品OEM/ODM一站式加工服务，从而有效降低原材料运输成本和生 产成本，与客户、供应商一起实现互利共赢、协同发展。一体化供应链模式一方面有利于公司与客户打 造供应链利益共同体，提升客户黏性，拓展合作广度与深度；另一方面有助于锁定表面活性剂产品销 售，进一步巩固市场份额，增强公司市场竞争力及抗风险能力。 （文章来源：证券日报） ...

融券方面，宝莫股份9月30日融券偿还200.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量200.00股，融券余额1154.00元，低于近一年50%分位水平，处于较低位。 资料显示，山东宝莫生物化工股份有限公司位于山东省东营市东营区西四路624号，成立日期1996年5月 3日，上市日期2010年9月15日，公司主营业务涉及聚丙烯酰胺、表面活性剂及相关化学品研发、生产、 销售及技术服务以及光伏发电等业务。主营业务收入构成为：油田用化学品88.91%，环保水处理 6.80%，非油田用化学品3.99%，其他(补充)0.30%。 9月30日，宝莫股份跌1.20%，成交额1.74亿元。两融数据显示，当日宝莫股份获融资买入额1862.63万 元，融资偿还2271.57万元，融资净买入-408.94万元。截至9月30日，宝莫股份融资融券余额合计2.69亿 元。 融资方面，宝莫股份当日融资买入1862.63万元。当前融资余额2.69亿元，占流通市值的7.60%，融资余 额超过近一年90%分位水平，处于高位。 分红方面，宝莫股份A股上市后累计派现1.31亿元。近三年，累计派现1224.00万元。 ...

证券日报网讯丽臣实业（001218）9月30日在互动平台回答投资者提问时表示，表面活性剂的生产、销 售为公司核心业务，公司拥有品牌、客户、产能及产业链等方面优势。公司重视并持续推进技术研发、 创新，构建多品类产品矩阵，同时大力拓展相关产品应用领域，工业、电子等领域等均为重点发展方 向。除内生发展外，公司也密切关注有关行业优质资源，适时开展外延式投并购活动，以加速业务布局 及升级。 ...

QYResearch的观点和数据因被众多国内外知名企业、证券公司及媒体频繁引用与转载，而享有高度的品牌知名度。其权威 认证确保了所提供的行业分析及定制报告的可信度与专业度，是业界信赖的优选。 【2025年行业数据引用案例持续更新中，敬请关注】 灿芯半导体(上海)股份有限公司引用了QYResearch出版的ASIC设计服务市场报告 PART 0 1 相关报告《2025-2031全球及中国数字 ASIC 设计服务行业研究及十五五规划分析报告》 无锡信捷电气股份有限公司引用了QYResearch出版的伺服系统市场报告 PART 0 2 灿芯股份（688691）2025年半年度管理层讨论与分析 根据QYResearch的预计，2023年中国ASIC设计服务市场销售收入为15.03亿美元，预计到2030年可以达到34.16亿美元。 来源：证券之星 更多：https://stock.stockstar.com/RB2025083000024447.shtml | PART 0 3 | | --- | | 黑龙江天有为电子有限责任公司引用了QYResearch出版的车辆仪表盘市场报告 | 信捷电气（603416）2025年 ...

Group 1 - The core viewpoint of the news highlights the trading performance and financial metrics of Baomo Co., Ltd., indicating a stable increase in financing activities and a significant rise in revenue and net profit for the first half of 2025 [1][2]. - As of September 24, Baomo's stock price increased by 0.17%, with a trading volume of 260 million yuan, and a net financing purchase of 6.39 million yuan, reflecting strong investor interest [1]. - The financing balance of Baomo reached 274 million yuan, accounting for 7.74% of its market capitalization, indicating a high level of leverage compared to the past year [1]. Group 2 - For the first half of 2025, Baomo reported an operating income of 268 million yuan, representing a year-on-year growth of 26.16%, and a net profit attributable to shareholders of 15.85 million yuan, which is a 129.30% increase compared to the previous year [2]. - The company has distributed a total of 131 million yuan in dividends since its A-share listing, with 12.24 million yuan distributed over the last three years [3]. - As of June 30, 2025, Baomo's top ten circulating shareholders included Changcheng Industry Rotation Mixed Fund, holding 1.97 million shares, while another fund, Changcheng Anxin Return Mixed Fund, exited the top ten list [3].

Core Viewpoint - Lichen Industrial held an online earnings briefing on September 19, 2025, addressing investor concerns and highlighting key operational metrics and future strategies [1] Group 1: Performance Metrics - The surfactant capacity utilization rate reached 86.00% in 2024, maintaining a high level compared to industry peers [1] - In the first half of 2025, the company achieved revenue of 2.21 billion yuan, a year-on-year increase of 31.43%, and a net profit of 55.07 million yuan, up 5.70% [1] - Export revenue grew significantly from 199 million yuan in 2021 to 600 million yuan in 2024, representing a cumulative growth of over 300% [1] Group 2: Strategic Initiatives - The company plans to enhance market value management through stock incentives, performance improvement, increased dividends, and timely mergers and acquisitions [1] - A shareholder return plan for 2024-2026 includes a cash dividend of 5.10 yuan per 10 shares, totaling approximately 66.39 million yuan [1] - The company aims to expand its international market presence and enhance customer supply through new production capacities, including a new green surfactant facility in Shanghai [1] Group 3: Industry Position and Product Development - Lichen Industrial specializes in the research, production, and sales of surfactants and cleaning products, with an annual surfactant production capacity exceeding 600,000 tons [1] - The company has established long-term strategic partnerships with major domestic and international clients, enhancing product recognition and customer loyalty [1] - Future product development will focus on expanding industrial cleaning applications and leveraging synergies between surfactants and cleaning products to improve competitiveness [1] Group 4: Sustainability Efforts - The company is committed to carbon neutrality initiatives, including greenhouse gas emissions verification and the use of green energy [1] - Several of its surfactant production facilities have been recognized as "National Green Factories," reflecting its commitment to sustainable practices [1]

Group 1: Production Capacity and Utilization - The company's surfactant production capacity utilization rate has remained high, reaching 86.00% in 2024 [2] - The company has three major production bases, which contribute to its competitive advantage in the market [3] - The annual production capacity for surfactants exceeds 600,000 tons, while the capacity for cleaning products is approximately 250,000 tons [6] Group 2: Sales and Revenue Growth - The company's external sales revenue grew significantly from 199 million RMB in 2021 to 600 million RMB in 2024, representing a cumulative growth of over 300% [4] - In the first half of 2025, external sales revenue reached 418 million RMB, a year-on-year increase of 53.07% [4] - The company achieved a total revenue of 2.21 billion RMB in the first half of 2025, reflecting a year-on-year growth of 31.43% [5] Group 3: Market Position and Client Relationships - The company has established long-term strategic partnerships with major clients, benefiting from location advantages and stable product quality [2] - The company is recognized as a key supplier of surfactants to well-known domestic and international daily chemical enterprises [2] - The company’s surfactant brand "AW" is a well-known trademark in China, enhancing its market presence [6] Group 4: Financial Management and Shareholder Returns - The company plans to enhance its market value management through various strategies, including stock incentives and improving dividend levels [5] - The latest profit distribution plan includes a cash dividend of 5.10 RMB per 10 shares, totaling approximately 66.39 million RMB [6] - The company has maintained a dividend payout ratio exceeding 60% over the past three years [5] Group 5: Innovation and Product Development - The company focuses on technological innovation to meet customer and end-user needs, developing a diverse and high-value product system [3] - The company has launched a series of industrial cleaning agents, expanding its product offerings beyond personal care and home cleaning [9] - The company is committed to enhancing its product matrix through continuous research and development [10] Group 6: Environmental Initiatives - The company has implemented measures to promote green development, including passing ISO certifications for greenhouse gas emissions and product carbon footprint [10] - The company’s production facilities have been recognized as "National Green Factories" by the Ministry of Industry and Information Technology [10]