证券代码：600075 证券简称：新疆天业 公告编号：2026-002 债券代码：110087 债券简称：天业转债 新疆天业股份有限公司 关于为子公司银行借款及参股公司 提供担保的进展公告 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： （一）担保的基本情况 1、公司为全资子公司天辰化工有限公司提供担保 为推进高盐废水资源化综合利用项目建设，公司全资子公司天辰化工有限公司拟向国家开发银行新疆维 吾尔自治区分行申请项目贷款 44,000 万元，贷款期限 20 年，宽限期两年，分期放款，公司为其提供连 带责任保证担保及流动性支持。公司于2024年4月17日与国家开发银行新疆维吾尔自治区分行签订《国 家开发银行保证合同》，为天辰化工有限公司高盐废水资源化综合利用项目 44,000 万元借款提供连带 责任保证担保，无反担保。合同签订后，天辰化工有限公司已完成国家开发银行新疆维吾尔自治区分行 十五笔借款，共计 24,588.25 万元借款的提款手续。具体情况详见公司于2024年4月19日、2024年6月4 日、2024年 ...

新疆天业股份有限公司 | 证券代码：600075 | 股票简称：新疆天业 | 公告编号：临 2026-001 | | --- | --- | --- | | 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"天业转债"转股结果暨股份变动的公告 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： ● 累计转股情况："天业转债"自 2022 年 12 月 29 日转股期起始日至 2025 年 12 月 31 日，累计转股金额为 6.50 万元，累计因转股形成的股份数量为 9,525 股，占"天 业转债"转股前公司已发行股份总额的比例为 0.0006%。 ● 未转股可转债情况：2025年12月31日，"天业转债"尚未转股的金额299,993.50 万元，占"天业转债"发行总量的比例 99.9978%。 ● 本季度转股情况："天业转债"自 2025 年 9 月 30 日至 2025 年 12 月 31 日，转 股金额为 0.10 万元，因转股形成的股份数量为 178 股，占"天业转债"转股 ...

1 | 证券代码：600075 | 证券简称：新疆天业 | 公告编号：2026-002 | | --- | --- | --- | | 债券代码：110087 | 债券简称：天业转债 | | 重要内容提示： 新疆天业股份有限公司 担保对象及基本情况 | | 被担保人名称 | | 天辰化工有限公司 | | | --- | --- | --- | --- | --- | | | 本次担保金额 | | 129.40 | 万元 | | 担保对象一 | 实际为其提供的担保余额 | | 109,687.6525 | 万元 | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | 本次担保是否有反担保 | □是 | 否 | □不适用：_________ | | 担保对象二 | 被担保人名称 | | | 中化学东华天业新材料有限公司 | | | 本次担保金额 | | | 857.50 万元 | | | 实际为其提供的担保余额 | | | 857.50 万元 | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | 本次担保是否有反担保 | ...

1. Report Industry Investment Rating No relevant content provided. 2. Report's Core View The report presents the top ten convertible bonds in January 2026, including their credit ratings, closing prices at the end of December, conversion premium rates, and the trailing twelve - month price - to - earnings ratios (PE - TTM) of their underlying stocks. It also details the business profiles, financial performance, and key highlights of the companies corresponding to these convertible bonds [2][4][6]. 3. Summary by Company 3.1 Zhongte Convertible Bond - **Company Overview**: A globally leading specialized special - steel material manufacturer with an annual production capacity of about 20 million tons of special - steel materials. It has multiple production and raw - material bases, forming a coastal and riverside industrial chain layout [11]. - **Financial Performance**: In 2024, its operating income was 109.203 billion yuan (YoY - 4.22%), net profit attributable to the parent company was 5.126 billion yuan (YoY - 10.41%). In the first three quarters of 2025, operating income was 81.206 billion yuan (YoY - 2.75%), and net profit attributable to the parent company was 4.33 billion yuan (YoY + 12.88%) [11]. - **Company Highlights**: It is one of the world's most comprehensive special - steel enterprises in terms of variety and specification. It has a complete industrial chain, leading cost - control ability, and is seeking external expansion opportunities [12]. 3.2 Shanlu Convertible Bond - **Company Overview**: Focuses on road and bridge engineering construction and maintenance, and is expanding into other fields. It has a complete business and management system [29]. - **Financial Performance**: In 2024, its operating income was 71.348 billion yuan (YoY - 2.3%), net profit attributable to the parent company was 2.322 billion yuan (YoY + 1.47%). In the first three quarters of 2025, operating income was 41.354 billion yuan (YoY - 3.11%), and net profit attributable to the parent company was 1.41 billion yuan (YoY - 3.27%) [29]. - **Company Highlights**: It has the concept of China - specific valuation, potential for improvement in balance sheet and orders, benefits from regional infrastructure plans, and is exploring overseas markets [30]. 3.3 Hebang Convertible Bond - **Company Overview**: Has advantages in resource supply and has completed a basic layout in the chemical, agricultural, and photovoltaic fields, with four major business segments [44]. - **Financial Performance**: In 2024, its operating income was 8.547 billion yuan (YoY - 3.13%), net profit attributable to the parent company was 31 million yuan (YoY - 97.55%). In the first three quarters of 2025, operating income was 5.927 billion yuan (YoY - 13.02%), and net profit attributable to the parent company was 93 million yuan (YoY - 57.93%) [44]. - **Company Highlights**: Its phosphate mines and salt mines contribute profits, and its liquid methionine production is a major profit - contributor [45]. 3.4 Huayuan Convertible Bond - **Company Overview**: Focuses on building a complete vitamin D3 upstream - downstream industrial chain, with products in the vitamin and chemical - preparation fields [56]. - **Financial Performance**: In 2024, its operating income was 1.243 billion yuan (YoY + 13.58%), net profit attributable to the parent company was 309 million yuan (YoY + 60.76%). In the first three quarters of 2025, operating income was 936 million yuan (YoY - 0.2%), and net profit attributable to the parent company was 234 million yuan (YoY - 3.07%) [56]. - **Company Highlights**: It has leading products in the market, is expanding its product matrix, and has a strong layout in the pharmaceutical manufacturing field [57]. 3.5 Xingye Convertible Bond - **Company Overview**: One of the first joint - stock commercial banks in China, evolving into a modern financial service group with multiple financial licenses [70]. - **Financial Performance**: In 2024, its operating income was 212.226 billion yuan (YoY + 0.66%), net profit attributable to the parent company was 77.205 billion yuan (YoY + 0.12%). In the first three quarters of 2025, operating income was 161.234 billion yuan (YoY - 1.82%), and net profit attributable to the parent company was 63.083 billion yuan (YoY + 0.12%) [70]. - **Company Highlights**: It has stable asset quality and scale growth, with a large number of customers [71]. 3.6 Aima Convertible Bond - **Company Overview**: The leading enterprise in the electric two - wheeled vehicle industry, producing and selling electric bicycles, scooters, and motorcycles [80]. - **Financial Performance**: In 2024, its operating income was 21.606 billion yuan (YoY + 2.71%), net profit attributable to the parent company was 1.988 billion yuan (YoY + 5.68%). In the first three quarters of 2025, operating income was 21.093 billion yuan (YoY + 20.78%), and net profit attributable to the parent company was 1.907 billion yuan (YoY + 22.78%) [80]. - **Company Highlights**: It may benefit from government subsidies, new national standards, and has potential for improving gross margins [81]. 3.7 Chongyin Convertible Bond - **Company Overview**: The earliest local joint - stock commercial bank in the upper reaches of the Yangtze River and Southwest China, listed on the Hong Kong Stock Exchange and included in the "Leading Sheep" plan [90]. - **Financial Performance**: In 2024, its operating income was 13.679 billion yuan (YoY + 3.54%), net profit attributable to the parent company was 5.117 billion yuan (YoY + 3.8%). In the first three quarters of 2025, operating income was 11.74 billion yuan (YoY + 10.4%), and net profit attributable to the parent company was 4.879 billion yuan (YoY + 10.19%) [90]. - **Company Highlights**: It benefits from the regional economic development, has stable asset - scale growth, and actively adjusts its business strategies [91][94]. 3.8 Tianye Convertible Bond - **Company Overview**: The first industrial enterprise of the Xinjiang Production and Construction Corps, a leading enterprise in the chlor - alkali chemical industry with an integrated circular economy industrial chain [103]. - **Financial Performance**: In 2024, its operating income was 11.156 billion yuan (YoY - 2.7%), net profit attributable to the parent company was 68 million yuan (YoY + 108.83%). In the first three quarters of 2025, operating income was 7.97 billion yuan (YoY + 2.2%), and net profit attributable to the parent company was 7 million yuan (YoY - 28.79%) [103]. - **Company Highlights**: It has cost - advantage in caustic soda production and plans to increase dividend frequency and has coal - mine projects in progress [106]. 3.9 Aorui Convertible Bond - **Company Overview**: A company focusing on the R & D, production, and sales of complex APIs and preparations, leading in several technical fields [119]. - **Financial Performance**: In 2024, its operating income was 1.476 billion yuan (YoY + 16.89%), net profit attributable to the parent company was 355 million yuan (YoY + 22.59%). In the first three quarters of 2025, operating income was 1.237 billion yuan (YoY + 13.67%), and net profit attributable to the parent company was 354 million yuan (YoY + 24.58%) [119]. - **Company Highlights**: It is optimizing its distribution network, expanding its overseas market for preparations, and has high - quality customer resources [120]. 3.10 Yushui Convertible Bond - **Company Overview**: The largest water supply and drainage integrated enterprise in Chongqing, with a monopoly position in the local market [133]. - **Financial Performance**: In 2024, its operating income was 6.999 billion yuan (YoY - 3.52%), net profit attributable to the parent company was 785 million yuan (YoY - 27.88%). In the first three quarters of 2025, operating income was 5.568 billion yuan (YoY + 7.21%), and net profit attributable to the parent company was 779 million yuan (YoY + 7.1%) [133]. - **Company Highlights**: It has a high market share, is expanding its business regionally, and has achieved cost control through intelligent applications [134].

Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Viewpoints - The rise in PX prices has triggered a bullish trend in the petrochemical sector, indicating long-term recovery opportunities for the industry [2][7] - The report highlights that the increase in PX prices, with futures rising over 800 CNY/ton and spot prices up about 340 CNY/ton, has improved profit expectations for refining companies [7] - The report emphasizes that the refining industry has faced prolonged downturns, with major companies encountering challenges such as declining domestic demand for refined oil and stagnant export quotas [7] - The appointment of new leadership at China Petroleum & Chemical Corporation is seen as a potential catalyst for industry recovery [7] Summary by Relevant Sections Investment Recommendations and Targets - Recommended leading companies in the refining sector include Sinopec (600028, Buy), Rongsheng Petrochemical (002493, Buy), and Hengli Petrochemical (600346, Buy) [3] - The report expresses optimism for recovery opportunities across various chemical sub-industries, including MDI leader Wanhua Chemical (600309, Buy) and companies in the PVC sector such as Zhongtai Chemical (002092, Not Rated), Xinjiang Tianye (600075, Not Rated), and Chlor-alkali Chemical (600618, Not Rated) [3] - In the phosphoric chemical sector, companies like Chuanheng Co. (002895, Not Rated) and Yuntianhua (600096, Not Rated) are highlighted due to growth driven by energy storage [3] - The oxalic acid industry recommendations include Hualu Hengsheng (600426, Buy), Huayi Group (600623, Buy), and Wankai New Materials (301216, Buy) [3]

(文章来源：生意社) 新浪合作大平台期货开户 安全快捷有保障 交易商品牌/产地交货地最新报价 珠碱 99%含量工业级25KG 广州市展恩化工有限公司滨化广东省/广州市4200元/吨 广州市展恩化工有限公司新疆天业广东省/广州市4000元/吨 生意社01月03日讯 ...

Group 1 - The company has established a joint venture with Xinjiang Tianchi Energy Co., Ltd. to focus on modern coal chemical green low-carbon technologies, with a registered capital of 50 million yuan, where the company holds a 51% stake [2][3] - The joint venture, named Xinjiang Tiantong United New Materials Co., Ltd., has completed its business registration and obtained a business license, with a registered capital of 50 million yuan [3] - The joint venture aims to promote the preliminary work of coal chemical projects and explore sustainable development paths in modern coal chemical industries [2][3] Group 2 - The company held its ninth board meeting on December 30, 2025, where several resolutions were passed, including the comprehensive revision of the fundraising management system [6][7] - The board approved the establishment of a new external guarantee management system to enhance investor protection and regulate external guarantee behaviors [10] - The board also agreed to transfer the overall assets of the calcium carbide plants from Tianchen Chemical Co., Ltd. and Tianneng Chemical Co., Ltd. to Tianwei Chemical Co., Ltd. to improve operational efficiency [12] Group 3 - The company will hold its first temporary shareholders' meeting of 2026 on January 16, 2026, with both onsite and online voting options available [16][17] - The meeting will discuss several proposals, including the revisions to the independent director system and the management of shares held by directors and senior management [38][39] - The company has set specific registration and voting procedures for shareholders participating in the meeting [24][30]

（文章来源：证券日报） 证券日报网讯 12月30日，新疆天业发布公告称，新疆天业九届十六次董事会会议审议通过《全面修订 的议案》等多项议案。 ...

证券日报网讯12月30日，新疆天业（600075）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。 ...

（记者 曾健辉） 每经AI快讯，新疆天业12月30日晚间发布公告称，公司九届十六次董事会会议于2025年12月30日在公 司九楼会议室以现场加网络视频方式召开。会议审议了《关于天辰化工有限公司、天能化工有限公司分 别将电石厂整体资产逐步转让至天伟化工有限公司的议案》等文件。 每经头条（nbdtoutiao）——2025十大财经新闻出炉！护航、酣战、变局、狂飙分别指向哪些大事件？ ...