●本次权益变动系湖北兴发化工集团股份有限公司（以下简称"公司"）可 转换公司债券转股使得公司股份总数增加，导致公司持股5%以上股东浙江金帆达 生化股份有限公司（以下简称"浙江金帆达"）持股比例由16.14%被动稀释至 15.95%，触及1%的整数倍，不涉及持股数量变化。 ●本次权益变动未触及要约收购，不会导致公司控股股东及实际控制人发生 变化。 转债代码：110089 转债简称：兴发转债 证券代码：600141 证券简称：兴发集团 公告编号：临2026-011 湖北兴发化工集团股份有限公司 关于持股5%以上股东权益变动触及1%刻度的提示性 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个别及连带责任。 重要内容提示： 三、其他情况说明 一、可转债基本情况 根据中国证券监督管理委员会《关于核准湖北兴发化工集团股份有限公司公 开发行可转换公司债券的批复》（证监许可【2022】1904 号），公司于2022 年 9 月22 日公开发行了2,800 万张可转换公司债券（转债简称"兴发转债"，转债 代码"110089"），每张面值100 元 ...

Market Overview - The agricultural chemical sector experienced a decline of 1.56% on January 29, with Nongda Technology leading the drop [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Stock Performance - Notable gainers in the agricultural chemical sector included: - Guangxin Co., Ltd. (Code: 6655209) with a closing price of 15.50, up 10.01% and a trading volume of 779,400 shares, totaling 1.156 billion yuan [1] - Limin Co., Ltd. (Code: 002734) closed at 20.99, up 6.98% with a trading volume of 835,600 shares, totaling 1.696 billion yuan [1] - Major decliners included: - Nongda Technology (Code: 920159) with a closing price of 46.05, down 12.93% and a trading volume of 81,600 shares, totaling 3.81 billion yuan [2] - Zhongnong United (Code: 003042) closed at 22.87, down 10.00% with a trading volume of 455,700 shares [2] Capital Flow - The agricultural chemical sector saw a net outflow of 1.974 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.463 billion yuan [2] - The capital flow for specific stocks showed: - Limin Co., Ltd. had a net inflow of 1.89 billion yuan from institutional investors, but a net outflow of 819.96 million yuan from retail investors [3] - Guangxin Co., Ltd. experienced a net inflow of 139 million yuan from institutional investors, with a net outflow of 668.65 million yuan from retail investors [3]

Core Insights - The chemical industry is approaching a cyclical turning point, with the current low valuation presenting potential investment opportunities. The industry is expected to recover from its profitability bottom due to measures like "anti-involution" and the rapid growth of new materials driven by downstream demand [2][3][8]. Industry Overview - The chemical industry experienced a low point in 2025, with the PPI for industrial products, production materials, and chemical industries showing negative year-on-year growth for 38 consecutive months, marking the second-longest period of negative growth in history [16]. - As of the end of 2025, 30 out of 111 tracked chemical products had prices in the bottom 10% of their historical range, indicating significant pricing pressure [18]. Supply Dynamics - The construction of new projects in the chemical sector has seen a negative year-on-year growth rate, signaling that the current round of capacity expansion is nearing its end. By Q3 2025, the total fixed assets in the basic chemical industry reached 14,628.58 billion RMB, a 15.56% increase year-on-year, but the growth rate of ongoing projects turned negative for the first time in nearly four years [16][18]. Demand Trends - Domestic demand in the real estate sector is under pressure, but sectors like automotive and chemical fibers are showing positive growth. The demand for related products is expected to continue improving, supported by policies aimed at boosting domestic demand and the rapid development of downstream industries such as new energy and AI [16][18]. Cost Factors - The global oil market is expected to remain oversupplied in 2026, with international oil prices projected to stabilize within a range of 50-70 USD per barrel. This could lead to a gradual recovery in oil prices, although geopolitical events may introduce volatility [16][18]. Valuation Metrics - As of January 23, 2026, the SW basic chemical index had a TTM P/E ratio of 29.45, placing it at the 41.85% percentile since 2002, indicating a low valuation environment. The oil and petrochemical index had a TTM P/E ratio of 14.08, at the 12.49% percentile [16][18]. Investment Recommendations - The report suggests focusing on traditional chemical leaders that are expanding into new materials, as they are expected to see both performance and valuation improvements. Recommended companies include WanHua Chemical, Hualu Hengsheng, and others [2][3][8]. - Attention is also drawn to sub-industries benefiting from "anti-involution" measures, such as refining, polyester, and organic silicon, where price levels are low and supply dynamics are improving [2][3][8].

Summary of Key Points Core Viewpoint - On January 28, a total of 14 companies announced 15 stock repurchase updates, indicating a trend of companies engaging in buyback programs to enhance shareholder value [1]. Group 1: First Disclosure of Buyback Plans - Two companies, Greenmei and Davi Co., disclosed their stock repurchase plans for the first time, with proposed buyback amounts not exceeding 3.03 million and 0.23 million respectively [1]. Group 2: Approval of Buyback Plans by Shareholders - Three companies, New Open Source, Guangdong Hongtu, and Guangji Pharmaceutical, had their buyback plans approved by shareholders, with the highest proposed repurchase amounts being 50 million, 18.10 million, and 0.42 million respectively [1]. Group 3: Progress of Buyback Implementation - The companies with the highest buyback amounts in progress include Heng Rui Pharmaceutical, Jingji Agricultural, and Xingfa Group, with repurchase amounts of 605 million, 94.46 million, and 65.54 million respectively [1]. Group 4: Completed Buybacks - The companies that have completed their buybacks with the highest amounts are Huitai Medical, Xiye Co., and Aopu Technology, with completed repurchase amounts of 250 million, 7.01 million, and 0.85 million respectively [1].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600141 证券简称：兴发集团 公告编号：临2026-007 关于提前赎回"兴发转债"的公告 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 ●自2026年1月6日至2026年1月27日，湖北兴发化工集团股份有限公司（以下简称"公司"）股票已有15个 交易日的收盘价格不低于"兴发转债"当期转股价格的130%（即36.92元/股）。根据《湖北兴发化工集团 股份有限公司公开发行可转换公司债券募集说明书》（以下简称"《募集说明书》"）的相关约定，已触 发"兴发转债"的有条件赎回条款。 ●公司于2026年1月27日召开第十一届董事会第十四次会议，审议通过了《关于提前赎回"兴发转债"的议 案》，决定行使"兴发转债"的提前赎回权，对赎回登记日登记在册的"兴发转债"按债券面值加当期应计 利息的价格全部赎回。 ●投资者所持"兴发转债"除在规定时限内通过二级市场继续交易或按28.40元/股的转股价格进行转股 外，仅能选择以100元/张的票面价格加当期应计利息被强制赎回。若被强制赎回，可能面临较大投资损 失。 一、可转债发行上市概况 根据中国 ...

（文章来源：证券日报） 证券日报网讯 1月27日，兴发集团发布公告称，公司决定提前赎回"兴发转债"，赎回价格100元/张加当 期应计利息，赎回登记日等具体安排将另行公告；2026年1月6日至1月27日股价已15个交易日不低于 36.92元/股，触发有条件赎回条款，投资者可在限期内按28.40元/股转股或二级市场交易，否则将被强 制赎回。 ...

Core Viewpoint - Yichang's Xiaoting District is focusing on ecological priority and green development, aiming for high-end, green, and intelligent growth in the modern chemical new materials industry, with significant contributions from leading enterprises like Xingfa Group [1] Group 1: Organic Silicon Industry Development - Xiaoting District has established a complete organic silicon industry chain, attracting over 10 quality enterprises, and has become the largest integrated organic silicon industry cluster in Central China [3] - Xingfa Group has built a 600,000 tons/year organic silicon monomer facility, filling a gap in Hubei and achieving international advanced levels in several key process indicators [3] - The district was awarded the title of "China Organic Silicon Innovation City," marking its entry into the top tier of the national organic silicon industry, with expected production capacity exceeding 1 million tons by 2026 [3] Group 2: Electronic Chemicals Sector - The electronic chemicals sector in Xiaoting District has become a national leader, producing over 400,000 tons of various electronic-grade chemicals, breaking foreign monopolies [5] - The district's electronic-grade phosphoric acid and sulfuric acid hold approximately 80% and 35% of the domestic market share, respectively [5] - Future developments will focus on products like photoresist initiators and electronic-grade plating solutions, aiming for an annual production capacity of 550,000 tons by 2026 [6] Group 3: Green and Intelligent Transformation - Xiaoting District is leveraging green and intelligent strategies to upgrade the modern chemical new materials industry, focusing on both product and technological advancements [8] - The establishment of an intelligent online inspection platform by Taisheng Chemical and Dongtu Technology enhances safety management through IoT and AI technologies [8] - Xingfa Group is investing 310 million yuan in a smart management center to monitor production and resource consumption, achieving a comprehensive utilization rate of over 95% for waste [8]

（记者 王瀚黎） 每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 每经AI快讯，兴发集团1月27日晚间发布公告称，浙江金帆达生化股份有限公司持有湖北兴发化工集团 股份有限公司股份约1.78亿股，占公司股份总数的比例为16.07%。本次办理360万股股份质押及解除质 押手续后，浙江金帆达持有公司股份累计质押数量为6300万股，占其持有公司股份总数的比例为 35.38%。 ...

格隆汇1月27日丨兴发集团(600141.SH)公布，2026年1月27日，公司通过集中竞价交易方式首次回购股 份数量为1,567,200股，占公司总股本的比例为0.14%，回购成交的最高价为42.05元/股，最低价为41.60 元/股，支付的资金总额为人民币6,554.25万元（不含交易费用）。 ...

（记者 王晓波） 每经AI快讯，兴发集团1月27日晚间发布公告称，2026年1月27日，公司通过集中竞价交易方式首次回 购股份数量约为157万股，占公司总股本的比例为0.14%，回购成交的最高价为42.05元/股，最低价为 41.6元/股，支付的资金总额为人民币6554.25万元。 每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 ...