Core Viewpoint - The stock price of Lianhua Technology (002250.SZ) has surged significantly due to a supply-demand shock in the chlorantraniliprole market following an explosion at Youdao Chemical, which has led to a price increase in related products [1][2][4]. Group 1: Stock Performance - Lianhua Technology's stock has recorded a remarkable increase, with a rise of 5.11% on June 10, and a cumulative increase of 126% over the last 10 trading days, marked by "10 days 6 boards" [1][4]. - The stock began its upward trend on May 27, coinciding with the explosion at Youdao Chemical, which caused a significant supply reduction in chlorantraniliprole intermediates [3][4]. Group 2: Industry Impact - The explosion at Youdao Chemical, which has a production capacity of 11,000 tons for chlorantraniliprole, has led to a sharp decrease in the supply of intermediates, driving up prices for K acid and K amine, which are crucial for the production of chlorantraniliprole [3][4]. - Lianhua Technology operates under a CDMO model, providing high-end intermediates for chlorantraniliprole, and is positioned to potentially become a sole supplier of K amine in the short term, gaining market pricing power [4][5]. Group 3: Financial Performance - In Q1, Lianhua Technology reported a 3.02% increase in revenue, while net profit surged over 17 times year-on-year, reaching approximately 49.72 million yuan, and the non-recurring net profit increased by over 3 times [1][7]. - For 2024, despite an expected 11.88% decline in revenue to 5.677 billion yuan, the company anticipates a 122.17% increase in net profit to 241 million yuan, recovering from a loss of 465 million yuan in 2023 [6][7]. - The company's revenue from pesticide intermediates and pharmaceutical intermediates for 2024 is projected to be 3.59 billion yuan and 1.285 billion yuan, respectively, accounting for 63.25% and 22.63% of total revenue [7].

广康生化九天股价翻倍 减持不慌游资帮忙 上市公 上市公寓 大股东 豆回AI生成 简 || 预 指 信息 | | | 58.70 日线 广康生化 MA5: 24.68 MA10: 24.24 MA20: 24.01 MA30: 24.24 MA60: 24.19 MA123: 24.31 MA243: 23.16 R广康生化 300804 ** *** **** 56.70 -- 委比 +100.00% 4378 - R - 0 卖 4 50.74 - 3 0 盘 2 - 1 - 0 56.70 4240 42.79 ] 56.32 76 买 2 56.31 14 3 盘 4 56.02 32 34.72 5 56.01 13 47.00 35 56.70 作的 47.00 张帽 6.76 30.40% 30.40% 30.40% 1 中昌 中 1742004 a with the a 日年 A 20 70 金 20 37.80 skile 总手: 9804 MAVOL5: 11321 MAVOL10: 10324 MAVOL21: 12814 32566 内盘 51046 B 143162 15.59亿 总市 ...

今日，联化科技高开高走，盘中一度涨停实现9天7板，尾盘跳水，最新涨5.11%，报14.8元/股，总市值 134.9亿元。 | ● ◎ ■ 周 月 季 年 1分 5分 15分 30分 60分 30s ▼ 多興期 设置 | | | PK 简 九转 竞 县 加自选 → ▼ | | | --- | --- | --- | --- | --- | | 动布 联化科技 分时 均价: 15.22 最新: 15.49 张德价:15.49 15:49 | 重大事件 × | | 000028000 | 10.01% | | | WW | 155 11 | | | | 15.1 | | | | 7 56% | | 14,79 | | | | 5.01% | | 14.44 | | | | 2.55% | | 14.08 | | | | 0.00% | | 13.7 | | | | 2 46% | | 13.38 | | | | 5.01% | | 13.03 | | | | 7.46% | | 12.79 | | | | 9,16% | | 15:01 | | | | 10.0 The | | 0066 | | | | 8008 ...

联化科技：始终坚持CDMO模式 智通财经6月9日电，联化科技(002250.SZ)发布投资者关系活动记录表，公司K胺产品生产历史已超十 年，并且公司专利期产品占比仍旧可观。公司始终坚持CDMO模式，不是单独供应客户一个产品或者一 项技术，而是希望未来持续为客户提供更优质的长期、可靠、有竞争力的化学解决方案。 ...

联化科技股份有限公司投资者关系活动记录表 过单一客户依赖问题，后续随着业务发展植保事业部逐步与多 家头部客户建立合作。我们的医药板块目前也处于发展阶段， 与多家头部客户均建立合作关系，相信随着客户管线成功进入 商业化阶段未来医药板块一定会有更大的规模及更多的长期 战略大客户。医药板块也不断致力于服务好每一个客户。 3、公司 24 年及 25 年一季度财报数据改善明显，请问公司展 望未来业务预期如何？市占率是否能进一步提升？ 公司始终秉承大客户战略，致力于解决客户需求，提供低 成本、高效率、高质量的产品及服务交付，前五大客户收入占 比超 50%。基于此战略，公司相信随着市场及客户的不断发展， 公司始终保持客户粘性，跟随全球领先的客户共同进步，不断 提升能力及业绩，促进公司的长期发展。 4、目前行业内看到的国内农化企业原药及制剂业务发展迅速， 公司未来是否会有往下游做的规划？ 5、公司新能源业务是否有固态电池的布局？如何看待未来固 态电池的发展？ 证券代码：002250 证券简称：联化科技 编号：20250609 | 投资者关系活动类别 | √特定对象调研 □分析师会议 | | | --- | --- | --- ...

本文字数：2097，阅读时长大约4分钟 作者 | 第一财 经 王媛丽 一场化工事故引发的K胺涨价风暴，推动联化科技成为资本市场"妖股"。自5月23日起，联化科技 （002250.SZ）股价在10个交易日内翻倍，8天录得6个涨停板。 2025.06. 09 6月9日，因创新药概念，联化科技早盘再次强势封板，股价报收14.08元。2024年联化科技营收同 比下滑11.88%，靠医药业务毛利率大幅增长勉强扭亏，而相关医药产品收入却出现同比下滑。 当K胺涨价的故事遇上医药转型的预期，当游资博弈的热度撞上业绩兑现的不确定性，联化科技的股 价狂欢究竟是"价值重估"还是击鼓传花？ 8天6板，10个交易日股价翻倍 连发3则股价异动公告，联化科技6月9日开盘再次强势封板涨停，录得8天6板。自5月23日行情启动 以来，联化科技股价连续10个交易日内收盘价格涨幅偏离值累计超过100%，已触及交易所严重异 常波动情况。 5月27日，山东高密友道化学爆炸事故导致其停产，友道化学是全球氯虫苯甲酰胺原药的主要生产 商，其停产直接导致核心中间体K胺供应锐减，推动K胺价格从事故前的15万元/吨飙升至23万-25 万元/吨。联化科技作为全球最大 ...

Group 1 - Guangkang Biochemical's stock price reached a historical high due to favorable news since May, prompting major shareholders to reduce their holdings [2] - On June 3, Guangkang Biochemical announced a reduction of 2.22 million shares, accounting for 6% of the total share capital, leading to a stock price drop of 13.16% on June 4 [2][3] - Following the initial drop, the stock rebounded with a 15.52% increase on June 5 and continued to rise, exceeding a 10% increase by June 6 [2] Group 2 - The stock price surge is attributed to two main events: the anti-dumping investigation on imported chlorpyrifos from India and the explosion at Youdao Chemical in Shandong [3][4] - The Ministry of Commerce's final ruling on May 6 imposed anti-dumping duties of 48.4% to 166.2% on Indian companies, which is expected to boost domestic chlorpyrifos prices [3] - Guangkang Biochemical, as a producer of chlorpyrifos intermediates, is positioned to benefit directly from these developments, with stock price increases of 7.67% on May 7 and 17.16% on May 8 [3] Group 3 - The explosion at Youdao Chemical, which has a significant production capacity of chlorpyrifos, raised concerns about potential supply shortages of key raw materials, further driving up Guangkang Biochemical's stock price by over 68% from May 27 to June 3 [4] - Guangkang Biochemical's Kamine production capacity is 2,500 tons, with environmental and safety approvals in progress [4] - The overall pesticide market has been experiencing a downturn since 2023, with significant price declines affecting profitability [6][7] Group 4 - In 2024, Guangkang Biochemical reported a revenue of 723 million yuan, a year-on-year increase of 46.15%, while net profit grew by 15.33% to 34.68 million yuan [6] - The company's main products include fungicides, insecticides, and herbicides, with a notable decline in prices observed in the market [6] - The pesticide market is expected to remain weak in 2025, with excess supply and slow inventory digestion posing challenges [7][8]

Company Insights - The conflict between Trump and Musk has escalated into a public feud, leading to a significant drop in Tesla's stock price by over 14%, resulting in a market value loss exceeding $150 billion [2] - Tesla's stock decline is attributed to Trump's threats to cut government subsidies and contracts related to Musk's enterprises, following the passage of a tax reform bill by the U.S. House of Representatives [2] - Circle, a stablecoin company, has officially listed its stock, experiencing a dramatic intraday price surge of 234%, indicating a growing market for stablecoins and related digital technologies [12] Industry Insights - The Chinese government has stated that it will approve compliant applications for rare earth export licenses, emphasizing the dual-use nature of these materials and the importance of facilitating legitimate trade [4] - The military industry is seeing renewed interest due to the ongoing India-Pakistan conflict, with Indonesia evaluating the procurement of China's J-10 fighter jets, which may lead to a revaluation of military trade and sustainable long-term revenue [11] - The establishment of 10 national data factor comprehensive experimental zones in China is expected to unlock the value of public data resources, suggesting investment opportunities in data infrastructure and companies with unique high-quality data sets [10]

智通财经6月5日晚间新闻精选 3、我国将在北京、浙江、安徽等地部署建设10个国家数据要素综合试验区，支持各地在培育经营主 体、繁荣壮大数据市场等方面开展先行先试。 4、商务部回应汽车行业"内卷式"竞争：将积极配合相关部门，加强综合整治与合规引导，维护公平竞 争市场秩序，促进行业健康发展。 5、证监会首席律师程合红表示，抓紧研究制定《关于进一步加强资本市场中小投资者保护的若干意 见》的投资者保护综合性政策文件。 1、6月5日晚，国家主席习近平应约同美国总统特朗普通电话。 6、4连板共创草坪：国内相关足球体育赛事的举办对公司经营活动和经营业绩不会产生重大影响。三生 国健：重组抗IL-1β人源化单克隆抗体注射液新药上市申请获受理。6天5板联化科技：公司K胺产品毛 利稳定 尚未收到客户需求增加通知。闻泰科技：股东无锡国联集成电路投资中心计划减持不超3%公司 股份。 2、央行：6月6日将以固定数量、利率招标、多重价位中标方式开展10000亿元买断式逆回购操作，期限 为3个月（91天）。 ...

Group 1 - Lianhua Technology's K-amine product maintains stable gross profit and has not received any increase in customer demand notifications [1] - Yara International's supervisor Peng Zhiyun is under investigation for insider trading, which is unrelated to the company's operations [2] - Sangfor Technologies' application for a new drug, a recombinant human anti-IL-1β monoclonal antibody injection, has been accepted for review by the National Medical Products Administration [3] Group 2 - Maipu Medical plans to acquire 100% equity of Yijie Medical and raise matching funds, with the stock resuming trading [4] - ZaiJing Pharmaceutical signed an exclusive marketing service agreement for a recombinant human thyroid-stimulating hormone injection, with potential revenue of up to RMB 250 million [5] - Haitai Development is planning to purchase controlling interest in Zhixueyun, which may constitute a major asset restructuring [6] Group 3 - Shuyou Pharmaceutical's STSP-0601 injection has been included in the priority review list by the National Medical Products Administration [7] - Yuyin Co. confirmed no undisclosed major matters affecting stock trading amid abnormal price fluctuations [8][9] - Chengdi Xiangjiang's subsidiary won a bid for a RMB 440 million project with China Mobile for data center power system construction [10] Group 4 - Huamai Technology's business focuses on communication infrastructure, with no significant changes in the market environment [11] - Huijin Co. reported normal production and operations, confirming no undisclosed major matters amid stock price fluctuations [12] Group 5 - Wenta Technology's shareholder plans to reduce holdings by up to 3% [15] - Jingfang Technology's investor intends to reduce holdings by no more than 2% [15] - Yanmian Technology's controlling shareholder plans to reduce holdings by up to 2% [15] - Debang Technology's national integrated circuit fund has cumulatively reduced its holdings by 1% [15] - Lanjian Intelligent plans to repurchase shares worth between RMB 10 million and 20 million [15] - Chengdi Xiangjiang's joint venture won a RMB 440 million project [15] - Alter signed a RMB 214 million technology development contract [15] - Zhongyou Engineering's subsidiary received a contract worth approximately RMB 2.122 billion for a gas pipeline project in Iraq [15]