关于本次募投新增12.5万吨聚酯多元醇和18万吨聚氨酯新材料产能的合理性，公司表示，聚氨酯行业市 场空间广阔，2024年国内市场规模达2,021亿元，汽车内饰、体育用品等领域需求快速增长。公司现有 革用聚氨酯产能利用率为74.76%、聚酯多元醇产能利用率近85%，均高于行业水平，存在明确产能缺 口。此外，公司已积累世联集团等稳定客户，正拓展国内新能源车企及华北、华中区域市场；新产品共 聚酯与醇解改性多元醇已完成中试，具备充分产能消化支撑。公司现有产能利用率已处于较高水平 （2024年革用聚氨酯产能利用率为74.76%），且产销率接近100%。 南方财经11月26日电，汇得科技2025年度向特定对象发行A股股票遭上交所问询，核心围绕前次募投效 益不及预期原因、本次30.5万吨聚氨酯新材料项目新增产能合理性两大关键问题。 针对前次"年产18万吨聚氨酯树脂及其改性体项目"效益未达预期，公司回应称，核心原因是TPU市场竞 争加剧，行业头部企业扩产导致"以价换量"，公司主动暂缓3.5万吨TPU产能建设；同时福建厂区采取 差异化战略，产品以通用化为主，定价更审慎，毛利率低于上海金山厂区的定制化高附加值产品，双重 因素导致 ...

Core Points - The stock price of Huide Technology has increased by 85.07% this year, but it has recently experienced a decline of 21.45% over the last five trading days [2] - The company has been listed on the stock market since August 28, 2018, and specializes in the research, production, and sales of polyurethane resin products [2] - As of September 30, 2025, Huide Technology reported a revenue of 1.891 billion yuan, a year-on-year decrease of 9.87%, while the net profit attributable to shareholders increased by 0.17% to 76.1394 million yuan [2] Financial Performance - The stock price reached 26.77 yuan per share with a market capitalization of 3.795 billion yuan as of November 6 [1] - The company has a total of 11,800 shareholders, a decrease of 11.63% from the previous period, with an average of 11,760 circulating shares per shareholder, an increase of 13.16% [2] - Huide Technology has distributed a total of 250 million yuan in dividends since its A-share listing, with 98.6926 million yuan distributed over the past three years [3] Shareholder Information - The sixth largest circulating shareholder is the Zhongjia Specialized and New Quantitative Stock Selection Mixed Initiated A (021990), holding 382,700 shares as a new shareholder [3] - The main business revenue composition includes 67.05% from leather polyurethane, 15.83% from polyester polyol, 9.43% from polyurethane elastomers and raw liquids, 4.42% from other sources, and 3.27% from new energy components [2]

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个别及连带责任。 上海汇得科技股份有限公司（以下简称"公司"或"汇得科技"）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》及相关要求，现 将公司 2025 年前三季度主要经营数据披露如下： 一、主要产品的产量、销售量及收入实现情况 | 主要产品 | 2025 年 | 1-9 月 | 2025 年 | 1-9 月 | 2025 年 1-9 月 | | --- | --- | --- | --- | --- | --- | | | 产量（吨） | | 销售量（吨） | | 营业收入（万元） | | 革用聚氨酯 | | 132,028.79 | | 133,897.01 | 123,480.49 | | 弹性体及原液 | | 15,252.28 | | 15,121.60 | 17,428.11 | | 聚酯多元醇 | | 27,194.63 | | 27,740.87 | 31,127.41 | 证券代码：603192 证券简称：汇得科技 公告编号：2025- ...

Company Overview - Shanghai Huide Science & Technology Co., Ltd. is located at 180 Chunhua Road, Jinshanwei Town, Jinshan District, Shanghai, and was established on June 25, 2007 [17][19] - The company specializes in the research, production, and sales of polyurethane resin products, primarily focusing on synthetic leather polyurethane (PU slurry), polyurethane elastomers, thermoplastic polyurethane (TPU), polyester polyols, and polyurethane products for new energy batteries [17][19] - The registered capital of the company is 141.132667 million yuan [17] Share Issuance Plan - The company plans to issue shares to specific investors, subject to approval from the Shanghai Stock Exchange and the China Securities Regulatory Commission (CSRC) [4][10] - The maximum number of shares to be issued is 42.3398 million, which would increase the total share capital to 183.4725 million shares [6][10] - The funds raised will be used for polyurethane new material projects, with all investors required to subscribe in cash [4][10] Shareholder Structure - As of March 31, 2025, the controlling shareholder is Huide Group, holding 35% of the total shares, while the actual controllers, Qian Jianzhong and Yan Qun, collectively control 69.08% of the shares [18][19] - The company has a total of 14,115.37 million shares, with 98.24% being unrestricted shares [18] Industry Context - The company operates within the chemical raw materials and chemical products manufacturing industry, specifically in the fine chemicals sector, focusing on high polymer materials [20][21] - The polyurethane industry is guided by national macro policies and self-regulatory management by industry associations, with key regulatory bodies including the National Development and Reform Commission and the Ministry of Ecology and Environment [21][23] - The fine chemicals industry is recognized as a strategic focus for development in China, with increasing support from government policies and funding aimed at enhancing the sector's growth and innovation capabilities [26]

上海汇得科技股份有限公司 关于公司 2025 年一季度主要经营数据的公告 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个别及连带责任。 上海汇得科技股份有限公司（以下简称"公司"或"汇得科技"）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》及相关要求，现 将公司 2025 年第一季度主要经营数据披露如下： 一、主要产品的产量、销售量及收入实现情况 | 主要产品 | 2025 年 1-3 月 | 2025 年 | 1-3 月 | 2025 年 1-3 月 | | --- | --- | --- | --- | --- | | | 产量（吨） | 销售量（吨） | | 营业收入（万元） | | 革用聚氨酯 | 40,031.88 | | 40,535.88 | 39,190.23 | | 弹性体及原液 | 4,775.71 | | 4,804.44 | 5,454.62 | | 聚酯多元醇 | 8,762.11 | | 8,796.12 | 10,377.71 | 二、主要产品和原材料的价格变动情况 证 ...