Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The report highlights the implementation of differentiated pricing for high-energy-consuming industries in Shaanxi Province, which may provide new policy ideas for combating internal competition [4][22] - BOPET prices have shown a strong upward trend, with some companies still expressing intentions to raise prices, although price stability is currently key [5][24] Summary by Sections Industry Trends - The chemical industry index outperformed the CSI 300 index by 2.24% this week, with 82.39% of stocks in the chemical sector rising [16] - The CCPI (China Chemical Product Price Index) increased by 1.25% this week [19] Key Industry Insights - The Shaanxi Province's proposal for differentiated electricity pricing for high-energy-consuming industries aims to phase out backward production capacity, which could benefit leading companies in the sector [4][22][23] - BOPET prices in East China reached 7,500-7,700 RMB/ton, with an average price of 7,556.25 RMB/ton, reflecting a weekly increase of 42.68 RMB/ton (0.57%) [5][24] Recommended and Beneficiary Stocks - Recommended stocks include leading chemical companies such as Wanhua Chemical, Hualu Hengsheng, and Hengli Petrochemical [7] - Beneficiary stocks include Xinjiang Tianye and Zhongtai Chemical in the calcium carbide and chlor-alkali sectors [23][36] Product Tracking - The price of urea increased by 1.46% to an average of 1,735 RMB/ton, while phosphate rock prices remained stable [40][41] - The market for viscose staple fiber is stable, with an average price of 12,800 RMB/ton, while demand remains weak [34]

证券代码：600075 证券简称：新疆天业 公告编号：2026-003 债券代码：110087 债券简称：天业转债 新疆天业股份有限公司 关于召开2026年第一次临时股东会通知的提示性公告 新疆天业股份有限公司（以下简称"公司"）于2025年12月31日在《上海证券报》《证券时报》和上海证 券交易所网站（www.sse.com.cn）上刊登了《新疆天业股份有限公司关于召开2026年第一次临时股东会 的通知》，定于2026年1月16日以现场投票和网络投票相结合的方式召开2026年第一次临时股东会。 现将本次会议的有关事项提示如下： 召开的日期时间：2026年1月16日 12点30分 召开地点：新疆石河子经济技术开发区北三东路36号公司办公楼9楼会议室 （五）网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 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、准确性和完整性承担法律责任。 重要内容提示： ● 股东会召开日期：2026年1月16日 ● 本次股东会采用的网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间 ...

证券日报网讯 1月9日，新疆天业发布公告称，公司将于2026年1月16日召开2026年第一次临时股东会。 （文章来源：证券日报） ...

2026 年第一次临时股东会会议资料 新疆天业股份有限公司 2026 年第一次临时股东会 会议资料 会议日期：2026 年 1 月 16 日 目 录 | 2026 | 年第一次临时股东会现场会议须知 | - 2 - | | --- | --- | --- | | 2026 | 年第一次临时股东会会议议程 | - 3 - | | 2026 | 年第一次临时股东会表决办法 | - 5 - | | 2026 | 年第一次临时股东会会议议案说明 | - 6 - | | | 议案一、审议全面修订《新疆天业股份有限公司募集资金管理制度》的议案 - | 6 - | | | 议案二、审议全面修订《新疆天业股份有限公司累积投票制实施细则》的议案 - | 7 - | | | 议案三、审议修订《新疆天业股份有限公司独立董事制度》的议案 - | 8 - | | | 议案四、审议修订《新疆天业股份有限公司董事和高级管理人员所持本公司股份及其变动管理办法》的议 | | | 案 | - | 9 - | | | 议案五、审议制定《新疆天业股份有限公司对外担保管理制度》的议案 - | 10 - | - 1 - 2026 年第一次临时股东会会议 ...

| 证券代码：600075 | 证券简称：新疆天业 | 公告编号：2026-003 | | --- | --- | --- | | 债券代码：110087 | 债券简称：天业转债 | | 新疆天业股份有限公司 新疆天业股份有限公司（以下简称"公司"）于 2025 年 12 月 31 日在《上海证券报》 《证券时报》和上海证券交易所网站（www.sse.com.cn）上刊登了《新疆天业股份有限 公司关于召开 2026 年第一次临时股东会的通知》，定于 2026 年 1 月 16 日以现场投票和 网络投票相结合的方式召开 2026 年第一次临时股东会。 现将本次会议的有关事项提示如下： 一、召开会议的基本情况 （一）股东会类型和届次 2026年第一次临时股东会 （二）股东会召集人：董事会 （三）投票方式：本次股东会所采用的表决方式是现场投票和网络投票相结合的方 式 （四）现场会议召开的日期、时间和地点 关于召开2026年第一次临时股东会通知的提示性公告 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、准确性和完整性承担法律责任。 重要内容提示： 召开的日期时间 ...

Group 1 - The core viewpoint of the news is that Xinjiang Tianye's stock has shown significant price increases and trading activity, indicating potential investor interest and market dynamics [1][2]. - As of January 8, Xinjiang Tianye's stock price increased by 2.08% to 5.41 CNY per share, with a trading volume of 1.58 billion CNY and a market capitalization of 9.237 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 9.29%, with a 7.13% rise over the last five trading days and a 15.35% increase over both the last 20 and 60 days [1]. Group 2 - Xinjiang Tianye's main business segments include chlor-alkali chemicals (89.72% of revenue) and cement products (7.15%), with other segments contributing minor percentages [1]. - For the period from January to September 2025, Xinjiang Tianye reported a revenue of 7.970 billion CNY, reflecting a year-on-year growth of 2.20%, while the net profit attributable to shareholders decreased by 28.79% to 7.1847 million CNY [2]. - The company has distributed a total of 8.65 billion CNY in dividends since its A-share listing, with 2.05 billion CNY distributed over the past three years [3].

Core Viewpoint - Xinjiang Tianye (600075) has confirmed that it currently does not own any mercury mines, while its controlling shareholder, Tianye Group, is focused on ensuring a closed-loop cycle for mercury resources in its chlor-alkali chemical operations [1] Group 1: Company Operations - Tianye Group has established Guizhou Wanshan Tianye Green Environmental Technology Co., Ltd. in Guizhou Wanshan to handle mercury-containing waste and recover mercury resources [1] - The new company has a processing capacity of 8,000 tons per year for low-mercury catalyst waste and 4,000 tons per year for mercury-containing waste [1] Group 2: Strategic Focus - The company is committed to aligning its strategic layout with national industrial policies and its core business advantages [1] - Tianye Group will closely monitor industry development policies and trends to seize commercial opportunities effectively [1]

Core Viewpoint - The company Xinjiang Tianye has no mercury mines and is not planning to enter the mercury project despite inquiries about the potential for mercury to be transformed into gold through nuclear fusion technology [1]. Group 1: Company Information - Xinjiang Tianye (600075.SH) stated on the investor interaction platform that it currently does not possess any mercury mines [1]. - The company's controlling shareholder, Tianye Group, has established a joint venture, Guizhou Wanshan Tianye Green Environmental Technology Co., Ltd., in Wanshan, Guizhou, to ensure a closed-loop cycle of mercury resources in its chlor-alkali chemical operations [1]. - This joint venture focuses on the treatment of mercury-containing waste and the recovery of mercury resources, with an annual processing capacity of 8,000 tons of low-mercury catalyst waste and 4,000 tons of mercury-containing waste [1]. Group 2: Strategic Focus - The company emphasizes its strategic layout around national industrial policies and its core business advantages [1]. - It plans to closely monitor industry development policies and trends to seize commercial opportunities effectively [1].

资金流向方面，今日该股主力资金净流入7076.71万元，其中，特大单净流入8007.85万元，大单资金净 流出931.13万元。近5日主力资金净流入9107.44万元。 新疆天业(600075)今日涨停，全天换手率4.23%，成交额3.85亿元，振幅8.53%。龙虎榜数据显示，营业 部席位合计净买入3046.30万元。 上交所公开信息显示，当日该股因日涨幅偏离值达8.56%上榜，营业部席位合计净买入3046.30万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.06亿元，其中，买入成交额为6830.08 万元，卖出成交额为3783.78万元，合计净买入3046.30万元。 具体来看，今日上榜营业部中，第一大买入营业部为开源证券股份有限公司西安西大街证券营业部，买 入金额为1870.69万元，第一大卖出营业部为大通证券股份有限公司徐州湖北路证券营业部，卖出金额 为1570.56万元。 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 开源证券股份有限公司西安西大街证券营业部 | 1870.69 | ...

Group 1: Market Performance - The chemical raw materials sector increased by 4.98% compared to the previous trading day, with Xinjiang Tianye leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up 1.5%, while the Shenzhen Component Index closed at 14022.55, up 1.4% [1] Group 2: Individual Stock Performance - Xinjiang Tianye (600075) closed at 5.47, up 10.06%, with a trading volume of 722,600 shares and a transaction value of 385 million [1] - Hydrogen Alkali Chemical (600618) closed at 13.18, up 10.02%, with a trading volume of 190,100 shares and a transaction value of 248 million [1] - Weiyuan Co. (600955) closed at 17.93, up 10.00%, with a trading volume of 129,500 shares and a transaction value of 228 million [1] - New Jinlu (000510) closed at 13.34, up 9.98%, with a trading volume of 740,700 shares and a transaction value of 953 million [1] - Binhu Chemical (601678) closed at 4.75, up 9.95%, with a trading volume of 1,181,400 shares and a transaction value of 544 million [1] Group 3: Capital Flow Analysis - The chemical raw materials sector saw a net inflow of 1.1 billion in main funds, while retail funds experienced a net outflow of 462 million [2] - The main funds' net inflow for Junzheng Group (601216) was 367 million, accounting for 17.04% of its trading volume [3] - New Jinlu (000510) had a main funds' net inflow of 185 million, representing 19.37% of its trading volume [3]