证券代码：832471 证券简称：美邦科技 公告编号：2024-084 河北美邦工程科技股份有限公司股票解除限售公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 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 担个别及连带法律责任。 一、本次股票解除限售数量总额为 24,446,464 股，占公司总股本 29.38%，可交 易时间为 2024 年 12 月 11 日。 截至本公告披露日，上述自愿限售股份限售期已满，达到解除限售条件， 公司根据《北京证券交易所股票上市规则（试行）》、《北京证券交易所上市公 司业务办理指南第 2 号——股票限售及解除限售》等有关规定对以上股东的 股票办理股票解除限售登记。 根据《北京证券交易所股票上市规则（试行）》第 2.4.3 条规定："上市公 司董事、监事、高级管理人员持有的本公司股份，按照《公司法》规定，自上 市之日起 12 个月内不得转让，在任职期间每年转让的股份不超过其所持本公 司股份总数的 25%，离职后 6 个月内不得转让。" 上述相关股东本次将按照所 持公司股份的 25%比例解除限售。 二、本次股票解除限售的明细情况及原因 ...

证券代码：832471 证券简称：美邦科技 公告编号：2024-083 河北美邦工程科技股份有限公司 回购股份结果公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、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法律 责任。 一、 回购方案基本情况 （一）审议及表决情况 河北美邦工程科技股份有限公司（以下简称"公司"）于 2023 年 11 月 28 日召开 第三届董事会第二十二次会议、第三届监事会第十七次会议，审议通过了《关于回购 股份方案的议案》。根据《公司法》《公司章程》等规定，公司回购本公司股份用于员 工持股计划或者股权激励的情形，经三分之二以上董事出席的董事会会议决议后，无 需再提交股东大会审议。 （二）回购用途及目的 基于对公司未来发展前景的信心和公司价值的认可，为建立、健全公司的长效激 励机制，吸引和留住优秀人才，充分调动管理层及员工的积极性，共同促进公司持续 稳定健康发展，在综合考虑公司发展前景、经营情况、财务状况及未来盈利能力等因 素的基础上，公司拟以自有资金回购公司股份，用于实施股权激励或员工持股计划。 （三） 回购方式 本次回购方式为竞价 ...

Investment Rating - The investment rating for the company is "Outperform" (Maintain) [3][4] Core Views - The company reported a revenue increase of 15.78% year-on-year for Q1-3 2024, reaching 394 million yuan, with a net profit attributable to the parent company of 17.74 million yuan, up 1.60% year-on-year [4] - The company has commenced trial production of its tetrahydrofuran project in Q3 2024, which is expected to contribute significantly to revenue and profit [5] - The company has established a partnership with Xiaoxing Spandex to supply tetrahydrofuran products, indicating a strategic move into the spandex industry chain [5] Financial Summary - Revenue for 2024 is projected at 50.4 million yuan, with net profit estimates of 2.3 million yuan, 4.8 million yuan, and 6.3 million yuan for 2024, 2025, and 2026 respectively [4][10] - The company's earnings per share (EPS) are forecasted to be 0.28 yuan, 0.58 yuan, and 0.76 yuan for 2024, 2025, and 2026 respectively [4][10] - The current price-to-earnings (P/E) ratios are projected at 67.7, 32.2, and 24.6 for the years 2024, 2025, and 2026 respectively [4][10] Market Position - The company holds a 24.39% market share in the LBDO purification method for tetrahydrofuran, making it one of the largest producers in China [6] - The company has a 9.0% market share in the domestic benzyl alcohol market and a 21.7% market share in the benzaldehyde market, ranking third and second respectively [6] - The company is also developing a mercury-free PVC catalyst and synthetic biological products, indicating a diversification strategy [6]

| | 2024-11-12 公告日期 无 | 异常期间 | | | | | --- | --- | --- | --- | --- | --- | | | 美邦科技(832471) 连续竞价 | 成交数量 （股） | 13074435.0 | 成交金额（万 元） | 27651.6 | | | 涉及事项 当日换手率达到20%的前5只股票 | | | | | | 买/卖 | 营业部或交易单元名称 | | | 买入金额（元） | 卖出金额（元） | | 买1 | 国泰君安证券股份有限公司福建福州华林路营业部 | | | 14283515.08 | 81548.02 | | 买2 | 东方财富证券股份有限公司广州越华路证券营业部 | | | 10087778.64 | 0 | | 买3 | 川财证券有限责任公司重庆江北嘴营业部 | | | 5246387.07 | 0 | | 买4 | 长城证券股份有限公司西安锦业路营业部 | | | 4514754.9 | 0 | | 买5 | 东方财富证券股份有限公司拉萨团结路第二证券营业部 | | | 4185935.02 | 977219.6 | | 卖1 | 开源证券股 ...

| 日期 | 代码 | 简称 | 成交数量（股） | 成交金额（万元） | 披露原因 | | --- | --- | --- | --- | --- | --- | | 2024-11- | 832522 | 纳科诺尔 | 40873923.0 | 200238.4 | 异常期间涨跌幅偏离值累计 | | 12 | | | | | 达到49.85% | | 2024-11- | 920111 | 聚星科技 | 28168111.0 | 75400.8 | 当日收盘价涨幅达到30.00% | | 12 | | | | | | | 2024-11- | 832278 | 鹿得医疗 | 27964977.0 | 32274.73 | 当日收盘价涨幅达到29.95% | | 12 | | | | | | | 2024-11- | 837046 | 亿能电力 | 15846221.0 | 26925.87 | 当日收盘价涨幅达到20.14% | | 12 | | | | | | | 2024-11- | 837046 | 亿能电力 | 15846221.0 | 26925.87 | 当日价格振幅达到38.44% | | ...

Group 1: Financial Performance - The company achieved a revenue of ¥394,229,848.87 in the first three quarters of 2024, representing a 15.78% increase compared to the same period last year [2] - The third quarter was impacted by a decline in sales prices of toluene oxidation products and increased operational costs due to the trial production of the tetrahydrofuran project [2] Group 2: Product Applications - Toluene oxidation products, derived from toluene, include benzyl alcohol, benzaldehyde, and benzoic acid, which are essential raw materials in the production of industrial chemicals, pharmaceuticals, pesticides, and fragrances [3] - Benzyl alcohol is widely used in electronic encapsulation, insulation paints, and as a solvent in various industries [3] Group 3: Investment Projects - The company's fundraising projects began trial production in the third quarter of this year, with the tetrahydrofuran project successfully achieving product sales [4] - The fundraising project facilities are still in the debugging and testing phase and have not yet been classified as fixed assets [4] Group 4: Competitive Advantages - The fundraising project is located in the Ulanqab High-tech Industrial Development Zone, surrounded by a cluster of BDO and PVC industries, enhancing the company's competitive edge and resource availability [5]

证券代码：832471 证券简称：美邦科技 公告编号：2024-081 河北美邦工程科技股份有限公司 董事会 2024 年 11 月 4 日 河北美邦工程科技股份有限公司（以下简称"公司"）董事会沉痛公告，公 司收到实际控制人之一刘东先生家属通知，刘东先生因病医治无效，于近日不幸 逝世。 刘东先生为公司实际控制人之一，为公司的发展做出了重大贡献，公司董事 会向刘东先生致以崇高的敬意和衷心的感谢，并向其家属表示深切慰问。 刘东先生目前持有公司股份 2,819,000 股，占公司股份总额的 3.39%。刘东 先生所持有的公司股份将根据相关法律法规办理股份继承手续，后续相关事宜公 司将依据相关法律法规的要求履行信息披露义务。 刘东先生未担任公司董事、监事或高级管理人员。刘东先生的逝世不会对公 司生产经营造成影响。公司董事会、监事会及高级管理人员正常履职，公司生产 经营业务正常进行。 河北美邦工程科技股份有限公司 关于公司实际控制人之一刘东先生逝世的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 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 别及连带法律责任。 ...

Group 1: Financial Performance - The company achieved a revenue of ¥394,229,848.87 in the first three quarters of 2024, representing a 15.78% increase compared to the same period last year [2] - The third quarter was impacted by a decline in sales prices of toluene oxidation products and increased operational costs due to the trial production of the tetrahydrofuran project [2] Group 2: Product Applications - Toluene oxidation products are key raw materials for industrial chemicals, pharmaceuticals, pesticides, and fragrances, including benzyl alcohol, benzaldehyde, and benzoic acid [3] - Benzyl alcohol is widely used in electronic encapsulation, insulation paints, and as a solvent in various industries [3] Group 3: Investment Projects - The company's fundraising projects began trial production in the third quarter of this year, with successful product sales from the tetrahydrofuran project [4] - The fundraising project facilities are still in the debugging and testing phase and have not yet been classified as fixed assets [4] Group 4: Competitive Advantages - The fundraising project is located in a high-tech industrial park in Wuhai, Inner Mongolia, near a cluster of BDO and PVC industries, providing significant competitive advantages and resource conditions [5]

Investment Rating - The investment rating for the company is "Accumulate" with a downward adjustment [5]. Core Views - The company has shown revenue and profit growth in the first three quarters of 2024, but experienced a decline in Q3 due to high base effects from Q2 [2]. - The company is a leader in the green chemical industry, with ongoing projects entering trial production phases [5]. - The stock repurchase plan is progressing well, with over half of the planned buyback completed [3]. Financial Performance Summary - For the first three quarters of 2024, the company achieved a total revenue of 394 million yuan, a year-on-year increase of 15.78%, and a net profit attributable to shareholders of 18 million yuan, up 1.60% year-on-year [2]. - In Q3 2024, the company reported revenue of 126 million yuan, a slight increase of 0.16% year-on-year but a decrease of 14.59% quarter-on-quarter [2]. - The gross profit margin for the first three quarters was 17.97%, an increase of 0.84 percentage points year-on-year [2]. Cash Flow and Expenses - The company reported positive operating cash flow for the first three quarters, with a net cash flow from operating activities of 19.64 million yuan, a significant increase of 313.29% year-on-year [3]. - The company has maintained stable expense ratios, with sales, management, and financial expense ratios at 0.70%, 6.85%, and 0.30%, respectively [3]. Business Development - The company is focusing on fine chemical products and green chemical solutions, with significant projects like the 30,000 tons/year tetrahydrofuran project entering production [4]. - The company is the only domestic manufacturer using oxidation technology for toluene oxidation products, achieving notable market shares in benzyl alcohol and benzaldehyde [4]. - The company has initiated trial production of a 1,000 tons/year ionic liquid catalyst project, which is expected to replace traditional mercury-containing catalysts [4]. Earnings Forecast - The forecast for net profit attributable to shareholders has been adjusted to 27 million yuan for 2024, 39 million yuan for 2025, and 48 million yuan for 2026, with corresponding P/E ratios of 59.15, 40.80, and 32.99 [5].

Investment Rating - The report downgrades the investment rating to "Outperform" due to significant price pressure on fine chemical products in 2024, while maintaining a long-term positive outlook on the economic benefits of new projects [6][8][11]. Core Views - The company reported Q3 results that fell short of expectations, with Q3 revenue of 126 million yuan, a year-on-year increase of 0.2% but a quarter-on-quarter decrease of 14.6%. The net profit attributable to the parent company was -1.58 million yuan, a year-on-year decline of 114.5% and a quarter-on-quarter decline of 109.4% [6][7]. - The decline in BDO prices has negatively impacted the performance of tetrahydrofuran, with average quarterly prices for BDO decreasing from 9331 yuan/ton in Q1 to 8104 yuan/ton in Q3. The average price for tetrahydrofuran also fell from 13,300 yuan/ton in Q1 to 12,300 yuan/ton in Q3 [6][7]. - The company is expected to face continued pressure in 2024 due to the high base from Q2's solution project revenue recognition and increasing pressure on key products [6][8]. Summary by Sections Financial Performance - For the first three quarters of 2024, the company achieved revenue of 394 million yuan, a year-on-year increase of 15.8%. The net profit attributable to the parent company was 17.74 million yuan, a year-on-year increase of 1.6% [6][7]. - The projected net profits for 2024, 2025, and 2026 are 23 million yuan, 24 million yuan, and 40 million yuan respectively, with corresponding PE ratios of 62, 59, and 35 times [6][8]. Market Conditions - The report highlights that the average operating rate for BDO has been declining, with Q3 showing an operating rate of 55.3%, down from 58.6% in Q1 [6][7]. - The price of benzyl alcohol saw a sharp decline in September, impacting the profit levels of the toluene oxidation series, which is a key product line for the company [6][7]. Future Outlook - The company is focusing on the ramp-up of new projects, particularly the 30,000-ton tetrahydrofuran capacity that has begun trial production. The economic benefits of this project are expected to significantly improve as BDO prices and operating rates recover [6][8]. - Long-term prospects are positive for the company's initiatives in PVC mercury-free and bio-based nylon 56, which align with green chemistry and bio-manufacturing principles [6][8].