证券代码：920088 证券简称：科力股份 公告编号：2026-015 | | | 一、本次股票解除限售数量总额为 498,816 股，占公司总股本 0.5664%，可交易 时间为 2026 年 4 月 3 日。 二、本次股票解除限售的明细情况及原因 | | 1、高管股份 | 31,461,588 | 35.7228% | | --- | --- | --- | --- | | | 2、个人或基金 | 20,122,182 | 22.8476% | | 有限售条件的 | 3、其他法人 | 3,921,500 | 4.4526% | | 股份 | 4、限制性股票 | 0 | 0% | | | 5、其他 | 0 | 0% | | | 有限售条件股份合计 | 55,505,270 | 63.0230% | | | 总股本 | 88,071,500 | 100% | 四、其它情况 本次解除限售的股东如属于《北京证券交易所股票上市规则》《北京证券交 易所上市公司持续监管指引第 8 号—股份减持》等规定的减持预披露主体，若后 续减持股份，将在减持前及时履行信息披露义务。 新疆科力新技术发展股份有限公司股票解除限售公告 本 ...

Market Performance - On March 23, 2026, the Beijiao Exchange 50 index decreased by 5.48%, closing at 1,244.03 points[1] - The overall trading volume on the Beijiao Exchange was 16.946 billion yuan, with a turnover rate of 3.30%[1] - The total market capitalization of the Beijiao Exchange was 792.81 billion yuan, with a circulating market value of 479.93 billion yuan[1] Industry Trends - The majority of industries on the Beijiao Exchange experienced declines, with the beauty and personal care sector dropping by 8.8% and construction materials by 7.9%[1] - The only sector that saw an increase was oil and petrochemicals, which rose by 2.5%[1] Stock Performance - Among the 300 listed companies, only 14 saw an increase, while 286 experienced declines[1] - The top gainers included *ST Yunchuang (+28.09%) and Oputai (+10.45%), while the largest decliners were Xinhengtai (-18.46%) and Zuxing New Materials (-10.52%)[1] Valuation Insights - The overall valuation of the Beijiao Exchange was approximately 38.72 times earnings, lower than the ChiNext and STAR Market, which had P/E ratios of 42.15 and 69.05 respectively[1] - The highest average P/E ratio was in the oil and petrochemical sector at 132.9 times[1] Risk Factors - Potential risks include lower-than-expected policy support, insufficient technological innovation, intensified market competition, and market volatility[1]

Core Viewpoint - The Beijing Stock Exchange (BSE) has reached a significant milestone with 300 listed companies, marking a 3.7 times increase in company numbers since its inception in November 2021, and a total market capitalization of approximately 900 billion yuan [1][4]. Group 1: Market Growth and Performance - The BSE has shown remarkable growth over four years, with the number of listed companies increasing from 81 to 300 and total market capitalization rising from under 300 billion yuan to around 900 billion yuan [4]. - In 2025, 63% of the 293 companies that reported earnings achieved revenue growth, with three companies experiencing revenue increases exceeding 100% [5]. - The average research and development intensity among the 300 listed companies exceeds 5%, with total fundraising surpassing 60 billion yuan, primarily directed towards R&D and capacity expansion [5]. Group 2: New Listings and Industry Focus - In 2026, 12 new companies were listed on the BSE, with a strong emphasis on high-end equipment, artificial intelligence, new materials, biomedicine, and industrial software [7]. - Over 70% of the new listings are classified as national-level specialized and innovative "little giants," showcasing a focus on cutting-edge technology and niche market leadership [7]. - The first-day stock price increases for new listings predominantly fell within the 100% to 200% range, indicating a robust market response and improved investor confidence [7]. Group 3: Future Outlook and Strategic Recommendations - The increase to 300 listed companies represents not only growth but also a new starting point for the BSE, emphasizing the need for continued reform and optimization of the market ecosystem [9][11]. - Experts suggest that the BSE should enhance its appeal to quality companies and improve market liquidity by potentially introducing an ETF and accelerating the implementation of reform measures [10]. - The BSE aims to differentiate itself by focusing on serving innovative small and medium-sized enterprises, ensuring a sustainable growth trajectory and a supportive market environment [10][11].

Core Viewpoint - The article discusses the significant decline in the oil and gas sector in the A-share market, primarily influenced by geopolitical tensions and market reactions to statements made by U.S. President Trump regarding oil sanctions and potential releases from strategic reserves by the G7 countries [5][6]. Group 1: Market Reaction - A large number of oil and gas stocks opened lower, with several hitting the daily limit down, including companies like Zhongjie Oil and Shandong Molong [3][4]. - The international oil prices experienced a drastic drop, with Brent crude and NYMEX crude futures falling by 10% in a single trading session [5]. Group 2: Geopolitical Influences - Trump's announcement to lift some oil-related sanctions aims to stabilize oil prices amid market turmoil caused by U.S. and Israeli actions against Iran [5]. - The International Energy Agency (IEA) indicated that G7 discussions included the possibility of releasing emergency oil reserves, with member countries holding over 1.2 billion barrels in reserves [6]. Group 3: Supply Chain Concerns - The core trading focus for oil currently revolves around Middle Eastern geopolitical risks, with analysts suggesting that prolonged conflicts could significantly impact oil supply and prices [7]. - The Strait of Hormuz, a critical passage for oil exports, sees an average daily flow of 19.47 million barrels, accounting for about 20% of global oil consumption [9]. Group 4: Production Adjustments - Iraq and Kuwait have begun preventive production cuts due to storage capacity issues, with a total expected reduction of 3.3 million barrels per day [10]. - The speed and difficulty of resuming production after cuts can vary significantly based on the reasons for the shutdown, which adds to the uncertainty of supply recovery [10]. Group 5: Future Market Outlook - Goldman Sachs projected a significant oversupply pressure in the global oil and gas market by 2026, although current geopolitical factors may lead to price volatility that overshadows fundamental analysis [11].

Group 1 - The ongoing conflict between the US and Iran is driving up international oil prices, with Brent crude reaching $92.69 per barrel, the highest since 2024, and predictions of prices potentially soaring to $150 per barrel due to disruptions in energy transport from Gulf countries [2][11][12] - The rise in oil prices is expected to significantly impact the chemical industry, as oil is a primary raw material for most chemical products, leading to increased prices for petrochemical products and a favorable environment for coal chemical products to gain market share [2][12][18] - The coal chemical sector is becoming increasingly attractive for investment as the cost advantages of coal-based products over oil-based products are highlighted, especially when oil prices exceed the breakeven points for coal-to-olefins and coal-to-methanol projects [16][18] Group 2 - The North Exchange chemical new materials sector experienced a decline of 1.81% in the week from March 2 to March 6, 2026, with only the professional technical services and chemical products sub-sectors showing gains [4][28][29] - Key stocks that performed well during this period included Keli Co., which saw a rise of 38.90%, and other companies like Kaida Catalysis and Ruihua Technology, which also reported positive growth [32][35] - The overall market sentiment is reflected in the North Exchange 50 index, which closed at 1427.35 points, down 7.14% for the week, indicating a broader market downturn affecting various sectors [27][30] Group 3 - The report highlights the structural changes in the global chemical industry, particularly in Europe, where a significant retreat is occurring due to rising energy costs and reduced investment, leading to a loss of production capacity and increased unemployment [23] - Major chemical companies are shifting their focus towards China and North America, indicating a strategic realignment in response to the challenges faced in Europe, with firms like BASF and Total Energy increasing their investments in the Chinese market [23][24] - The report suggests that the ongoing geopolitical tensions and rising energy prices are creating new investment opportunities in the global chemical sector, particularly for companies with a high degree of globalization [24]

证券代码：920088 证券简称：科力股份 公告编号：2026-014 新疆科力新技术发展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 286,116 股，占公司总股本 0.3249%，可交易 时间为 2026 年 3 月 11 日。 二、本次股票解除限售的明细情况及原因 单位：股 本次解除限售的股东如属于《北京证券交易所股票上市规则》《北京证券交 易所上市公司持续监管指引第 8 号—股份减持》等规定的减持预披露主体，若后 续减持股份，将在减持前及时履行信息披露义务。 五、备查文件 新疆科力新技术发展股份有限公司 董事会 （一）申请解除限售的股东不存在尚未履约的承诺 （二）不存在申请解除限售的股东对上市公司的非经营性资金占用情形 （三）不存在上市公司对申请解除限售的股东的违规担保等损害上市公司利益 行为的情况 （四）在本次解除限售的股票中，不存在上市公司、上市公司股东约定、承诺的 限售股份 （五）其他说明事项 | | | 是否为控 | | ...

证券代码：920088 证券简称：科力股份 公告编号：2026-012 新疆科力新技术发展股份有限公司 股东减持股份结果公告 | 股东名称 | 股东身份 | 持股数量 | 持股比例 | 当前持股股份来源 | | --- | --- | --- | --- | --- | | | | （股） | （%） | | | 苏占云 | 其他（上市 | 3,440,400 | 3.9064% | 北交所上市前取得 | | | 前持股 5%以 上股东） | | | | | 钟德华 | 其他（上市 | 3,399,600 | 3.8600% | 北交所上市前取得 | | | 前持股 5%以 上股东） | | | | （一） 股东因以下原因披露减持计划实施结果： 股 东 名 称 减持 数量 （股） 减持数 量占总 股本比 例（%） 减 持 方 式 减持 期间 减持 价格 区间 已减持 总金额 （元） 减持计 划完成 情况 当前持 股数量 （股） 当前持 股比例 （%） 苏 占 云 344,0 40 0.3906 % 集 中 竞 2026 年2月 9 日至 42.9 8 元 -89. 18,202 ,840 是 3,096, 3 ...

证券代码：920088 证券简称：科力股份 公告编号：2026-013 新疆科力新技术发展股份有限公司 关于新增募集资金专户并签署三方监管协议的公告 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。 一、募集资金情况概述 新疆科力新技术发展股份有限公司（以下简称"公司"）于 2024 年 9 月 27 日收到中国证券监督管理委员会《关于同意新疆科力新技术发展股份有限公司向 不特定合格投资者公开发行股票注册的批复》（证监许可〔2024〕1335 号）， 同意公司向不特定合格投资者公开发行股票的注册申请。 公司本次发行股数 24,150,000 股（行使超额配售选择权后），发行价格为 人民币 7.32 元/股，募集资金净额为 149,887,907.25 元。募集资金已分别于 2024 年 10 月 22 日、2024 年 11 月 28 日划至公司指定账户，并由容诚会计师事务所 （特殊普通合伙）分别出具了"容诚验字〔2024〕100Z0025 号"及"容诚验字 〔2024〕100Z0031 号"《验资报告》 ...

证券代码：920088 证券简称：科力股份 公告编号：2026-011 二、 减持计划的实施结果 （一） 股东因以下原因披露减持计划实施结果： √减持计划实施完毕 □减持时间区间届满 股东减持股份结果公告 本公司及董事会全体成员及相关股东保证公告内容不存在虚假记载、误导性 陈述或重大遗漏，并对其内容的真实、准确和完整承担个别及连带责任。 新疆科力新技术发展股份有限公司 | 股 | 减持 | 减持数 | 减 | 减 | 减持 | 已减 | 减持计 | 当前持 | 当前持 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 东 | 数量 | 量占总 | 持 | 持 | 价格 | 持总 | 划完成 | 股数量 | 股比例 | | 名 | （股 | 股本比 | 方 | 期 | 区间 | 金额 | 情况 | （股） | （%） | | 称 | ） | 例（%） | 式 | 间 | | （元） | | | | | 侯 | 329, | 0.3744% | 集 | 202 | 53.5 | 22,08 | 是 | 2,967,8 | 3.369 ...

国浩律师（北京）事务所 关 于 新疆科力新技术发展股份有限公司 2026 年第一次临时股东会 之 法律意见书 北京市朝阳区东三环北路 38 号泰康金融大厦 9 层 邮编：100026 9/F, Taikang Financial Tower, 38 North Road East Third Ring, Chaoyang District, Beijing 100026, China 电话/Tel: (+86)(10) 6589 0699 传真/Fax: (+86)(10) 6517 6800 网址/Website: www.grandall.com.cn 2026 年 3 月 国浩律师（北京）事务所 法律意见书 国浩律师（北京）事务所 关于新疆科力新技术发展股份有限公司 2026 年第一次临时股东会之 法律意见书 国浩京证字[2026]第 0140 号 致：新疆科力新技术发展股份有限公司（以下简称"公司"） 根据《中华人民共和国公司法》《中华人民共和国证券法》《律师事务所从 事证券法律业务管理办法》及《新疆科力新技术发展股份有限公司章程》（以下 简称"《公司章程》"）等有关规定，本所指派律师以视频方式出席了 ...