内容概要：随着生猪养殖、家禽养殖、水产养殖规模化、集约化程度持续提升，配合饲料市场渗透率不 断提高，蛋氨酸作为畜禽水产生长发育的必需氨基酸，是饲料配方中不可替代的核心添加剂，饲料领域 市场需求随之稳步攀升，与此同时，蛋氨酸在食品营养强化、医药氨基酸输液、保健品、日化原料等非 饲料领域的应用场景持续拓宽，非饲料端需求快速增长，打破行业长期单一依赖养殖产业的格局，多元 需求结构逐步形成，不仅有效平抑行业周期性波动风险，更为产业发展打开全新增长空间，据统计， 2025年我国蛋氨酸需求量达40.9万吨，同比增长3.6%；全年产量完成54.6万吨，同比增长10.3%。 上市企业：新和成（002001）、和邦生物（603077）、安迪苏（600299） 相关企业：赢创（中国）投资有限公司、住友化学（上海）有限公司、希杰（中国）咨询有限公司、宁 夏紫光天化蛋氨酸有限责任公司、河北华阳生物科技有限公司 关键词：蛋氨酸行业相关政策汇总、蛋氨酸产业链图谱、蛋氨酸供需现状、蛋氨酸进出口贸易、蛋氨酸 竞争格局、蛋氨酸发展趋势 一、概述 蛋氨酸，学名甲硫氨酸（Methionine，缩写Met/M），是含硫的必需氨基酸，人体及动物自身无 ...

Group 1 - The Low Volatility Dividend Index (H30269.CSI) selects 50 securities with good liquidity, continuous dividends, moderate payout ratios, positive growth in dividends per share, high dividend yields, and low volatility, with a dividend yield of 4.54% as of February 12 [1] - The Low Volatility Dividend ETF (华夏 159547) tracks this index and has the lowest comprehensive fee rate among ETFs, with quarterly assessments for dividends [1] - The Quality Dividend Index (931468.CSI) includes 50 listed companies that consistently pay cash dividends, have high payout ratios, and exhibit strong profitability, with a dividend yield of 2.83% as of February 12 [1] Group 2 - The Quality Dividend ETF (159758) is the only ETF tracking the Quality Dividend Index, with associated connection funds A (016440), C (016441), and D (024263) [1] - The company Andisoo announced a cash dividend of 0.051 yuan per share (tax included), with the record date on February 26, 2026, and the ex-dividend date on February 27, 2026 [1] - Andisoo is categorized under the primary industry of basic chemicals and is part of the non-Low Volatility Dividend Index and non-Quality Dividend Index components [1]

证券代码：600299 证券简称：安迪苏 公告编号：2026-006 蓝星安迪苏股份有限公司2025年中期权益分派实施公告 ● 差异化分红送转： 否 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： ● 每股分配比例 A股每股现金红利0.051元（含税） ● 相关日期 ■ 一、通过分配方案的股东会届次和日期 本次利润分配方案经公司2026年1月30日的第九届董事会第十二次会议审议通过。根据2024年年度股东 会的授权，本次中期分红方案无需提交股东会审议。 二、分配方案 1.发放年度：2025年中期 2.分派对象： 中国蓝星（集团）股份有限公司的现金红利由公司直接派发。 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分公司（以下简 称"中国结算上海分公司"）登记在册的本公司全体股东。 3.分配方案： 本次利润分配以方案实施前的公司总股本3,079,779,257股为基数，每股派发现金红利0.051元（含税）， 共计派发现金红利157,068,742.11元（含税）。 三、相关日期 ■ 四 ...

格隆汇2月12日丨安迪苏(600299.SH)公布2025年中期权益分派实施公告，本次利润分配以方案实施前的 公司总股本3,079,779,257股为基数，每股派发现金红利0.051元(含税)，共计派发现金红利157,068,742.11 元(含税)。 本次权益分派股权登记日为：2026年2月26日，除权除息日为：2026年2月27日。 ...

本次权益分派股权登记日为：2026年2月26日，除权除息日为：2026年2月27日。 格隆汇2月12日丨安迪苏(600299.SH)公布2025年中期权益分派实施公告，本次利润分配以方案实施前的 公司总股本3,079,779,257股为基数，每股派发现金红利0.051元(含税)，共计派发现金红利157,068,742.11 元(含税)。 ...

每股分配比例 A 股每股现金红利0.051元（含税） 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2026/2/26 | － | 2026/2/27 | 2026/2/27 | 差异化分红送转： 否 一、 通过分配方案的股东会届次和日期 证券代码：600299 证券简称：安迪苏 公告编号：2026-006 蓝星安迪苏股份有限公司 2025年中期权益分派实施公告 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： 本次利润分配方案经公司 2026 年 1 月 30 日的第九届董事会第十二次会议审 议通过。根据 2024 年年度股东会的授权，本次中期分红方案无需提交股东会审议。 二、 分配方案 1. 发放年度：2025年中期 2. 分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3. ...

价格：据Wind及博亚和讯数据，2025年固蛋、液蛋市场均价为21.68、16.49元/公斤，同比+1.6%、 +3.0%，2025Q3以来蛋氨酸价格震荡下行，2月9日固蛋、液蛋市场价格18.50、14.30元/公斤，同比分 别-15.5%、-7.7%，处于1.8%、1.1%的历史分位(2008年8月14日以来)。 智通财经APP获悉，开源证券发布研报称，据百川盈孚数据，2026年1月以来工厂趁下游春节备货挺价 态度强硬，蛋氨酸报价达到18.50元/公斤，期间国内主流工厂给部分客户补单18.0元/吨公斤停止此价格 接单。维生素方面，2025Q4部分大品种厂家持续挺价+渠道商库存偏低+下游备货+出口需求增加等因素 影响下，部分产品价格低位反弹。2月5日新和成饲料级VE50%出口报价上调15%，随后北沙制药VE出 口报价同步上调至7.5美元/公斤，主流厂家对后市多持挺价态度。 开源证券主要观点如下： 蛋氨酸：成本支撑+厂家检修+备货需求，蛋氨酸价格触底反弹 据百川盈孚数据，2026年1月以来工厂趁下游春节备货挺价态度强硬，报价达到18.50元/公斤，期间国 内主流工厂给部分客户补单18.0元/吨公斤停止此价格接单 ...

基础化工 2026 年 02 月 10 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 -14% 0% 14% 29% 43% 58% 2025-02 2025-06 2025-10 基础化工 沪深300 相关研究报告 《地产或将复苏，关注化工地产链投 资机会—行业周报》-2026.2.8 《原料价格走高+供需格局改善，本周 对硝基氯化苯、己二酸等价格上行明 显—行业周报》-2026.2.1 《水俣公约等多重因素加快氯碱落后 产能退出，行业有望迎来历史性新变 化—行业点评报告》-2026.1.28 成本支撑、需求稳增，蛋氨酸、VE 价格底部反弹 ——维生素氨基酸行业点评报告 金益腾（分析师） 徐正凤（分析师） jinyiteng@kysec.cn 证书编号：S0790520020002 xuzhengfeng@kysec.cn 证书编号：S0790524070005 蛋氨酸：成本支撑+厂家检修+备货需求，蛋氨酸价格触底反弹 据百川盈孚数据，2026 年 1 月以来工厂趁下游春节备货挺价态度强硬，报价达 到 18.50 元/公斤，期间国内主流工厂给部分客户补单 18.0 元/吨公斤停止此价格 接单。据饲 ...

1. Industry Investment Rating No investment rating information is provided in the report. 2. Core Viewpoints The report presents a comprehensive analysis of the basic chemical industry's weekly data, covering price and profit changes in multiple sectors such as polyurethane, oil - gas - olefin, coal - chemical, and animal nutrition, and also tracks the stock price performance and profitability of related listed companies [1][2][8]. 3. Summary by Directory 3.1 Basic Chemical Weekly Data Briefing - **Related Company Performance Tracking**: - **Stock Price Changes**: The basic chemical index decreased by 2.1% in the past week, increased by 9.0% in the past month, 17.6% in the past three months, 48.7% in the past year, and 10.4% since the beginning of 2026. Among the related listed companies, New Hope Liuhe Co., Ltd. (002001.SZ) had a 6.8% increase in the past week, while other companies such as Wanhua Chemical Group Co., Ltd. (600309.SH) and Baofeng Energy Group Co., Ltd. (600989.SH) had varying degrees of decline [8]. - **Profitability**: The report provides the total market value, stock price, net profit attributable to the parent company, PE, and PB of related listed companies from 2024A to 2027E [8]. - **Industry Chain Data**: - **Polyurethane Industry Chain**: This week, the average prices of pure MDI, polymer MDI, and TDI were 17,500 yuan/ton, 13,900 yuan/ton, and 14,377 yuan/ton respectively. The corresponding weekly changes were - 43 yuan/ton, + 36 yuan/ton, and + 292 yuan/ton, and the gross margins were 4,097 yuan/ton, 1,497 yuan/ton, and 2,345 yuan/ton respectively [2][8]. - **Oil - Gas - Olefin Industry Chain**: The average prices of ethane, propane, steam coal, and naphtha were 1,277 yuan/ton, 4,399 yuan/ton, 520 yuan/ton, and 4,137 yuan/ton respectively, with weekly changes of - 139 yuan/ton, + 51 yuan/ton, 0 yuan/ton, and + 63 yuan/ton. The theoretical profits of polyethylene production through different processes and polypropylene production through different processes also had corresponding changes [2][8]. - **Coal - Chemical Industry Chain**: The average prices of synthetic ammonia, urea, DMF, and acetic acid were 2,119 yuan/ton, 1,758 yuan/ton, 4,004 yuan/ton, and 2,511 yuan/ton respectively, with weekly changes of - 65 yuan/ton, + 13 yuan/ton, + 41 yuan/ton, and - 69 yuan/ton. The corresponding gross margins also changed [2]. - **Animal Nutrition Industry Chain**: The average prices of VA, VE, solid methionine, and liquid methionine were 61.4 yuan/kg, 55.9 yuan/kg, 18.2 yuan/kg, and 14.3 yuan/kg respectively, with weekly changes of - 0.1 yuan/kg, + 0.9 yuan/kg, + 0.3 yuan/kg, and + 0.1 yuan/kg [2][9]. 3.2 Basic Chemical Weekly Report - **Basic Chemical Index Trend**: The report does not elaborate on the basic chemical index trend but focuses on the performance data of the index and related companies [8]. - **Polyurethane Plate**: Analyzes the price trends and price - spread situations of pure MDI, polymer MDI, and TDI in China [16][19]. - **Oil - Gas - Olefin Plate**: Discusses the price trends of raw materials such as ethane, propane, natural gas, and crude oil, as well as the profitability of different processes for producing polyethylene and polypropylene [23][31][38]. - **Coal - Chemical Plate**: Covers the price and gross margin trends of coal - coking products and traditional coal - chemical products, as well as some new materials [40][45][52]. - **Animal Nutrition Plate**: Analyzes the price trends of VA, VE, solid methionine, and liquid methionine [57][59][63].

Core Viewpoint - The company has approved the use of idle raised funds for cash management, allowing for the investment of up to 2.1 billion yuan in low-risk financial products to enhance liquidity and returns [1][2]. Group 1: Cash Management Approval - The company's board approved the use of up to 2.1 billion yuan of temporarily idle raised funds for cash management, focusing on safe and liquid financial products [1]. - The approved financial products include structured deposits, agreed deposits, notice deposits, large certificates of deposit, and income certificates, with a validity period of 12 months from the board's approval [1]. Group 2: Implementation and Returns - The company signed agreements with Industrial Bank and China Merchants Bank for structured deposit products, fully redeeming the cash management funds and recovering the principal of 2.1 billion yuan [2]. - The company earned a total return of 2.7978 million yuan from these cash management activities, with 1.9531 billion yuan used to replace self-raised funds for investment projects and issuance costs [2]. - The company has adhered to the authorized limits and timelines for cash management, with no overdue amounts reported [2].