| DC 326 GIB 2017 ELL VEY | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | | 卖出营业部 | 是否为专场 | | 026-01-16 | 兴发集团 | 600141 | 40.41 808.2 | 20 | 茶壺是豬鼠窩園 | 胰្ | KO | 1月16日，兴发集团大宗交易成交20万股，成交额808.2万元，占当日总成交额的1.22%，成交价40.41 元，较市场收盘价40.41元持平。 ...

第1笔成交价格为40.45元，成交10.00万股，成交金额404.50万元，溢价率为0.00%，买方营业部为中信 证券股份有限公司泉州温陵北路证券营业部，卖方营业部为中国国际金融股份有限公司北京建国门外大 街证券营业部。 进一步统计，近3个月内该股累计发生1笔大宗交易，合计成交金额为404.5万元。该股近5个交易日累计 上涨8.01%，主力资金合计净流入2522.04万元。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月15日，兴发集团收涨2.28%，收盘价为40.45元，发生1笔大宗交易，合计成交量10万股，成交金额 404.5万元。 责任编辑：小浪快报 ...

Core Viewpoint - The chemical ETF Tianhong (159133) has seen significant inflows and performance, reflecting a positive outlook for the chemical industry as it undergoes structural changes and optimization [2][3]. Group 1: ETF Performance - As of January 14, the chemical ETF Tianhong (159133) reached a new high with a total size of 843 million yuan and 735 million shares outstanding [2]. - The ETF has experienced continuous net inflows over the past 11 days, accumulating a total of 233 million yuan [2]. Group 2: Industry Trends - The Ministry of Finance announced the cancellation of the 13% export tax rebate on PVC powder starting April 1, 2026, which is expected to increase export costs by approximately 75 USD per ton. This may lead to a short-term surge in exports and a long-term shift towards high-value products and overseas capacity [2]. - The chemical industry is currently at a historical low point, with a shift from capacity expansion to optimization driven by "anti-involution" policies. Key sectors such as coal chemical, organic silicon, and pesticides are expected to see a supply-demand reversal [3]. Group 3: Investment Opportunities - Leading companies in the chemical sector are anticipated to benefit from the ongoing exit of low-efficiency capacity and the transition to high-value products, with potential profit recovery expected [3]. - Sub-industries with resource attributes or technical barriers, such as phosphorus chemicals and refrigerants, may present opportunities for value reassessment [3].

（编辑 楚丽君） 证券日报网讯 1月14日，兴发集团发布公告称，公司2026年度第一次临时股东会审议通过《关于预计 2026年度与宜昌兴发集团有限责任公司及其子公司日常关联交易的议案》《关于预计2026年度与浙江金 帆达及其关联方、三峡实验室日常关联交易的议案》《关于制定的议案》。 ...

| 证券代码：600141 | 证券简称：兴发集团 | 公告编号：临 2026-002 | | --- | --- | --- | | 转债代码：110089 | 转债简称：兴发转债 | | 湖北兴发化工集团股份有限公司 2026年度第一次临时股东会决议公告 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： 本次会议是否有否决议案：无 一、 会议召开和出席情况 | 1、出席会议的股东和代理人人数 | 665 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 463,001,904 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例（%） | 41.9667 | (四) 表决方式是否符合《公司法》及《公司章程》的规定，会议主持情况等。 (一) 股东会召开的时间：2026 年 1 月 14 日 (二) 股东会召开的地点：湖北省宜昌市伍家岗区沿江大道 188-9 号兴发大厦 3307 室 (三) 出席会议的普通股股东和恢复表决权的优先股股东及其持 ...

北京中伦（武汉）律师事务所 关于湖北兴发化工集团股份有限公司 二〇二六年度第一次临时股东会的 法律意见书 二〇二六年一月 法律意见书 北京中伦（武汉）律师事务所 关于湖北兴发化工集团股份有限公司 二〇二六年度第一次临时股东会的法律意见书 致 湖北兴发化工集团股份有限公司 北京中伦（武汉）律师事务所接受湖北兴发化工集团股份有限公司（以下简称"公 司"）的委托，指派本所律师出席了公司 2026 年度第一次临时股东会（以下简称"本 次股东会"），并依法进行现场见证。现根据《中华人民共和国公司法》《中华人民 共和国证券法》《上市公司股东会规则》等法律法规和规范性文件以及《湖北兴发化 工集团股份有限公司章程》（以下简称"《公司章程》"）的有关规定，就公司本次 股东会的有关事宜出具法律意见书。 法律意见书 十一届董事会第十二次会议，决定召开 2026 年度第一次临时股东会，并于 2025 年 12 月 30 日在上海证券交易所网站公告本次股东会召开的时间、地点、投票方式、会议议 题、会议出席对象、现场会议登记方法、网络投票程序及其他事项。本所律师认为， 本次股东会通知合法有效。 本次股东会以现场会议与网络投票相结合的方式 ...

Group 1 - The agricultural chemical sector saw a slight increase of 0.04% on January 14, with Xingfa Group leading the gains [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index closed at 14248.6, up 0.56% [1] - Key stocks in the agricultural chemical sector showed various performance metrics, with Xingfa Group closing at 39.55, up 2.99% [1] Group 2 - The agricultural chemical sector experienced a net outflow of 505 million yuan from major funds, while retail investors saw a net inflow of 270 million yuan [2] - The trading volume and turnover for key stocks in the sector varied, with Hongda Co. and Yara International also showing positive price movements [2] - The detailed fund flow data indicates that major funds had a significant presence in stocks like Xingfa Group and Hongda Co., while retail investors were more active in other stocks [3]

Core Viewpoint - Yichang has successfully transformed its chemical industry by completing the "close, transform, move, and shift" initiative for 134 chemical enterprises along the Yangtze River, addressing the "chemical encirclement of the river" issue and achieving industrial upgrading [1][3]. Group 1: Environmental Protection and Industrial Transformation - Yichang, located at the junction of the upper and middle reaches of the Yangtze River, faced challenges due to its proximity to the river and a concentration of chemical enterprises, leading to environmental concerns [3]. - The city has adopted the principle of "coordinated major protection, not major development," leading to the closure and transformation of chemical enterprises to mitigate environmental impacts [3][5]. - The economic growth rate of Yichang had previously ranked at the bottom among cities in Hubei province during the transition period [3]. Group 2: Strategic Development and Innovation - Since 2016, Yichang has shifted its chemical industry focus towards high-end, refined, circular, and green development, moving from "scale expansion" to "structural upgrading" and from "factor-driven" to "innovation-driven" growth [5]. - Companies like Xingfa Group and San Ning Chemical have closed production lines near the Yangtze River and implemented technological innovations, advancing into new energy, optoelectronic information, and new materials sectors [5]. - Major scientific research platforms such as the Hubei Three Gorges Laboratory and Hubei Science and Technology Innovation College have achieved globally leading and domestically pioneering research results, playing a crucial role in the industrial transformation [5]. Group 3: Economic Performance and Future Projections - By 2025, the proportion of fine chemicals in Yichang's chemical industry is expected to reach 47.8%, with a complete industrial chain for new energy batteries established [7]. - Yichang has developed new leading industries in modern chemical new materials, life health, new energy, high-end equipment, and big data, with a projected GDP of over 619.1 billion yuan in 2024 and an expected growth rate of around 6.5% in 2025 [7].

Market Overview - The Shanghai Composite Index is at 4164.11 points, slightly above the five-day moving average, with a change of -0.03% [1] - The total trading volume of A-shares is 18505.22 billion yuan, with 228 A-shares breaking through the five-day moving average [1] Stocks with Significant Deviation - The stocks with the largest deviation from the five-day moving average include: - Dapeng Industrial (证券代: 920091) with a deviation of 8.06% and a price increase of 10.14% [1] - Hongxing Development (证券代: 600367) with a deviation of 7.42% and a price increase of 10.01% [1] - Prologis Pharmaceutical (证券代: 000739) with a deviation of 7.37% and a price increase of 10.03% [1] Additional Notable Stocks - Other notable stocks with significant price movements include: - Lek Electric (证券代: 603355) with a deviation of 7.20% and a price increase of 9.99% [1] - Tianyi Medical (证券代: 301097) with a deviation of 6.87% and a price increase of 11.59% [1] - Meihu Co., Ltd. (证券代: 603319) with a deviation of 6.30% and a price increase of 7.73% [1] Stocks with Smaller Deviations - Stocks that have just crossed the five-day moving average with smaller deviations include: - Cangge Mining (证券代: 300300) with a deviation of 3.83% and a price increase of 5.01% [1] - ST Xiangxue (证券代: 300147) with a deviation of 3.57% and a price increase of 4.79% [1] - Shandong Molong (证券代: 002490) with a deviation of 3.43% and a price increase of 5.62% [1]

Group 1 - The chemical sector is experiencing a rebound, with the chemical ETF (516020) showing a significant increase, reaching a maximum intraday gain of 1.56% and closing up by 0.89% [1] - Key stocks in the sector include Kasei Bio, which surged by 12.54%, and Salt Lake Co., which rose by 7.13%, among others [1][2] - Recent capital inflow into the chemical sector has been strong, with the chemical ETF accumulating a net subscription of 560 million yuan over the last five trading days and over 910 million yuan in the last ten days [2] Group 2 - The Producer Price Index (PPI) for industrial products decreased by 1.9% year-on-year in December 2025, with a month-on-month increase of 0.2%, indicating a narrowing decline compared to the previous month [3] - The chemical industry is expected to undergo a revaluation, as its industry position and profit levels do not align, with potential recovery in profitability anticipated [3] - The chemical sector is at a new starting point of supply-demand rebalancing, influenced by policies aimed at reshaping competition and advancements in new production capabilities [3] Group 3 - The chemical ETF (516020) tracks the CSI segmented chemical industry theme index, with nearly 50% of its holdings concentrated in large-cap leading stocks, providing an opportunity for investors to capitalize on strong performers [4] - Investors can also access the chemical ETF through linked funds, enhancing investment efficiency in the chemical sector [4]