本公告所载2025年度主要财务数据为初步核算数据，未经会计师事务所审计，具体数据以安徽华恒生物 科技股份有限公司（以下简称"公司"）2025年年度报告中披露的数据为准，提请投资者注意投资风险。 一、2025年度主要财务数据和指标 单位：人民币万元 ■ 注：1.本报告期初数同法定披露的上年年末数。 证券代码：688639 证券简称：华恒生物 公告编号：2026-002 安徽华恒生物科技股份有限公司2025年度业绩快报公告 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、准确性和完整性依法承担法律责任。 2025年，国际外部环境错综复杂，欧洲反倾销及美国关税政策叠加，公司紧紧围绕"发展生物技术，服 务生命健康"的企业使命，聚焦核心战略落地，产品产销量延续快速增长态势，新项目产业化稳步推 进，销售规模持续扩大。 报告期内，氨基酸、维生素行业面临阶段性供需失衡，行业市场竞争激烈，公司主要产品缬氨酸、肌醇 年平均价格较去年同期下降，且公司新项目效益尚未体现，对公司利润产生影响，同时，伴随公司经营 规模扩大，公司各项费用较去年同期增加，公司整体利润较去年同期减少。 （ ...

华恒生物(688639.SH)发布2025年度业绩快报，2025年度，公司预计实现营业收入28.86亿元，同比增加 32.50%;预计实现归属于母公司所有者的净利润1.31亿元，同比减少30.97%。 报告期内，氨基酸、维生素行业面临阶段性供需失衡，行业市场竞争激烈，公司主要产品缬氨酸、肌醇 年平均价格较去年同期下降，且公司新项目效益尚未体现，对公司利润产生影响，同时，伴随公司经营 规模扩大，公司各项费用较去年同期增加，公司整体利润较去年同期减少。 ...

报告期内，氨基酸、维生素行业面临阶段性供需失衡，行业市场竞争激烈，公司主要产品缬氨酸、肌醇 年平均价格较去年同期下降，且公司新项目效益尚未体现，对公司利润产生影响，同时，伴随公司经营 规模扩大，公司各项费用较去年同期增加，公司整体利润较去年同期减少。 智通财经APP讯，华恒生物(688639.SH)发布2025年度业绩快报，2025年度，公司预计实现营业收入 28.86亿元，同比增加32.50%;预计实现归属于母公司所有者的净利润1.31亿元，同比减少30.97%。 ...

格隆汇2月27日丨华恒生物(688639.SH)公布2025年年度业绩快报，2025年度，公司预计实现营业收入 28.86亿元，同比增加32.50%；预计实现归属于母公司所有者的净利润1.31亿元，同比减少30.97%；预 计实现归属于母公司所有者的扣除非经常性损益的净利润1.25亿元，同比减少29.63%。 2025年，国际外部环境错综复杂，欧洲反倾销及美国关税政策叠加，公司紧紧围绕"发展生物技术，服 务生命健康"的企业使命，聚焦核心战略落地，产品产销量延续快速增长态势，新项目产业化稳步推 进，销售规模持续扩大。报告期内，氨基酸、维生素行业面临阶段性供需失衡，行业市场竞争激烈，公 司主要产品缬氨酸、肌醇年平均价格较去年同期下降，且公司新项目效益尚未体现，对公司利润产生影 响，同时，伴随公司经营规模扩大，公司各项费用较去年同期增加，公司整体利润较去年同期减少。 ...

（文章来源：证券日报） 证券日报网讯 2月27日，华恒生物发布2025年度业绩快报公告称，公司预计2025年实现营业总收入 288579.86万元，同比增加32.50%；预计实现归属于母公司所有者的净利润13081.59万元，同比减少 30.97%。 ...

证券代码：688639 证券简称：华恒生物 公告编号：2026-002 安徽华恒生物科技股份有限公司 2025 年度业绩快报公告 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、准确性和完整性依法承担法律责任。 二、经营业绩和财务状况情况说明 本公告所载 2025 年度主要财务数据为初步核算数据，未经会计师事务所审 计，具体数据以安徽华恒生物科技股份有限公司（以下简称"公司"）2025 年年 度报告中披露的数据为准，提请投资者注意投资风险。 （一）报告期的经营情况、财务状况 一、2025 年度主要财务数据和指标 单位：人民币万元 | 项目 | 本报告期 | 上年同期 | 增减变动幅度（％） | | --- | --- | --- | --- | | 营业总收入 | 288,579.86 | 217,794.08 | 32.50 | | 营业利润 | 12,582.06 | 19,931.68 | -36.87 | | 利润总额 | 12,172.43 | 20,140.50 | -39.56 | | 归属于母公司所有者的净利润 | 13,081.59 | ...

华恒生物公告称，2025年度预计实现营业收入28.86亿元，同比增加32.50%；归属于母公司所有者的净 利润1.31亿元，同比减少30.97%；扣非净利润1.25亿元，同比减少29.63%。2025年末，公司预计总资产 57.79亿元，同比增长15.82%；归属于母公司的所有者权益26.45亿元，同比增长3.14%；每股净资产 10.58元，同比增长3.02%。营收增加因主要产品氨基酸系列销量增加，利润减少因产品价格下降、费用 增加。数据为初步核算，以年报为准。 ...

南财智讯2月27日电，华恒生物发布2025年度业绩快报，报告期内公司实现营业收入28.86亿元，同比增 长32.50%；归属于上市公司股东的净利润1.31亿元，同比减少30.97%；基本每股收益0.52元，同比减少 36.59%。 ...

Investment Rating - The industry investment rating is upgraded to "Overweight" [3] Core Insights - The chemical industry is expected to experience a recovery driven by both cyclical and growth factors, with a focus on organic silicon, PTA, polyester filament, caprolactam, spandex, vitamins, sweeteners, refrigerants, and phosphorus chemicals [7] - The organic silicon industry is entering a recovery phase, with new applications becoming the core growth driver. From 2019 to 2024, domestic DMC capacity expanded rapidly, leading to temporary oversupply and declining prices. However, with no new capacity expected in 2025 and increasing demand from sectors like new energy vehicles and photovoltaics, the supply-demand balance is improving [7] - The PTA and polyester filament industries are approaching a turning point, with the expansion cycle nearing its end. The demand side is expected to continue growing, supported by easing trade tensions and improved external demand [7] - The introduction of quota policies is expected to lead refrigerants into a high prosperity cycle, with supply constraints and stable demand growth from markets like heat pumps and cold chain logistics [9] - The synthetic biology sector is poised for explosive growth, driven by the transition to low-energy products and breakthroughs in non-grain bio-based materials [9] - OLED technology is accelerating its penetration into various display sizes, supported by policy measures aimed at fostering the new display industry [10] - The demand for high-frequency and low-loss electronic resins is increasing due to the rise of AI infrastructure, with AI server shipments expected to grow significantly [11] - The electronic chemicals sector is benefiting from the expansion of wafer production capacity, with increasing demand for key materials like photoresists and packaging materials [12] Summary by Sections Industry Performance - The chemical sector's overall performance ranked 14th with a weekly change of 0.78%, outperforming the Shanghai Composite Index by 0.38 percentage points [6][21] - Key stocks such as Honghe Technology and Zhongcai Technology saw significant price increases due to rising demand in AI servers and high-speed network equipment [6] Supply-Side Tracking - A total of 155 companies in the chemical industry had their production capacities affected, with 4 new repairs and 7 restarts reported [14] Key Industry Dynamics - BlueStar announced the acquisition of Elkem's core organic silicon assets, marking a strategic move to enhance its position in the global organic silicon industry [34] - The first biofuel blending policy in China was approved, allowing for local blending and reducing reliance on imports [34]

Investment Rating - The report maintains a "Positive" rating for the chemical industry [4][3]. Core Insights - The macroeconomic outlook for the chemical industry indicates a stable increase in oil demand due to global economic recovery and tariff adjustments, with Brent crude oil expected to remain in the range of $60-75 per barrel [4][5]. - The report highlights a potential spring boom in the chemical sector, driven by the success of domestic robotics showcased during the Spring Festival and favorable export conditions following tariff reductions [4][3]. - Investment opportunities are identified in various chains, including textiles, agricultural chemicals, and overseas real estate, with specific companies recommended for investment [4][3]. Industry Dynamics - Oil supply is tightening due to OPEC+ production delays and peak shale oil output, while demand is stabilizing with improved global economic conditions [5]. - The chemical industry is at a cyclical turning point, with downstream operations gradually resuming post-holiday, indicating a positive demand outlook for the year [4][3]. - The report notes that the Producer Price Index (PPI) for industrial products decreased by 1.4% year-on-year in January, while the manufacturing PMI recorded 49.3, indicating some volatility in manufacturing activity [7][4]. Investment Analysis - The report suggests a diversified investment strategy focusing on four key areas: textiles, agricultural chemicals, export chains, and beneficiaries of "anti-involution" policies [4][3]. - Specific companies to watch include those in the textile chain like Lu Xi Chemical and Tongkun Co., and in the agricultural chain like Hualu Hengsheng and Baofeng Energy [4][3]. - The report emphasizes the importance of self-sufficiency in key materials, particularly in semiconductor and panel materials, recommending companies such as Yake Technology and Ruilian New Materials [4][3].