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鲁西化工(000830) - 2025年6月19日投资者关系活动记录表
Luxi ChemicalLuxi Chemical(SZ:000830)2025-06-19 09:00

Group 1: Company Performance Overview - The overall production and operation of the company are normal, with enhanced safety management measures in place due to external safety production conditions and seasonal characteristics [1] - In Q1 2025, the company achieved revenue of approximately 7.29 billion yuan, a year-on-year increase of 7.96% [1] - The net profit attributable to shareholders was approximately 413 million yuan, a year-on-year decrease of 27.3% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was approximately 384 million yuan, a year-on-year decrease of 33.81% [1] Group 2: Market Conditions and Adjustments - In Q2 2025, product prices varied due to factors such as peer enterprise operating rates, upstream and downstream demand changes, and fluctuations in oil prices [2] - The company adjusts its product prices in response to market conditions, ensuring transparency through online sales on the Lushi Mall [2] Group 3: Dividend Policy - The profit distribution plan for 2024 proposes a cash dividend of 3.50 yuan (including tax) for every 10 shares, based on the total share capital at the end of 2024 [2] - The company will adhere to regulatory requirements while determining the dividend plan, balancing profitability and operational funding needs [2] Group 4: Strategic Partnerships - The company's subsidiary signed a framework cooperation agreement with Sinochem Blue Sky to address competition issues with Haohua Technology regarding certain fluorinated products [2] - The agreement aims to resolve competition issues and involves the sale of products through Sinochem Blue Sky [2] Group 5: Market Outlook - The market price of chemical products is influenced by various factors, making it difficult to predict future trends [2] - The company will closely monitor market changes, adjust strategies accordingly, and enhance cost management to seize market opportunities [2]