鲁西化工(000830) - 2025年12月17日投资者关系活动记录表
Luxi ChemicalLuxi Chemical(SZ:000830)2025-12-17 10:38

Group 1: Company Operations - The overall production and operation of the company is normal, with a focus on safety management, energy conservation, and efficiency improvement to mitigate market risks [2] - The company adjusts its production and operational strategies based on market changes, aiming to maximize economic benefits [2] Group 2: Market Conditions - In Q4 2025, the prices of chemical products varied due to fluctuations in the operating rates of peer and downstream enterprises, changes in supply and demand, and oil price volatility [3] - The company maintains a balance between production and sales by adjusting to market conditions and ensuring transparent pricing through online sales [3] Group 3: Chemical Engineering Sector - The chemical engineering sector has played a crucial role in the company's transformation and stable development, fostering a skilled team and creating a new EPC engineering service industry [3] - The company has begun to participate in external engineering installation services this year [3] Group 4: Dividend Policy - The previous year's dividend was 10 shares with a payout of 3.5 yuan (including tax), totaling approximately 669 million yuan, which is 32.95% of the net profit attributable to shareholders [3] - Future dividend plans will be determined based on regulatory requirements, profitability, operational funding needs, and shareholder returns [3] Group 5: Market Forecast - The market price of chemical products is influenced by various factors, making it difficult to predict future trends [3] - The company will continue to monitor market changes, adjust strategies, manage costs, and leverage integrated advantages to seize market opportunities [3]