格隆汇11月13日丨万华化学(600309.SH)公布，股东Prime Partner International Limited将根据市场价格情 况，自减持计划公告之日起15个交易日之后至2026年1月31日前通过集中竞价方式减持不超过公司总股 本0.50%的股份，减持期间将遵守任意连续90日内减持股份的总数不超过万华化学股份总数的1%。 ...

Core Viewpoint - The chemical sector is experiencing a significant rally, driven by strong inflows into chemical ETFs and key sub-sectors like lithium batteries, photovoltaics, and fluorine chemicals, with the chemical ETF (516020) reaching a new high since March 2023 [1][5]. Group 1: Market Performance - The chemical ETF (516020) saw an intraday price increase of up to 4.32%, closing with a 3.95% gain, marking a new high since March 2023 [1]. - Major stocks in the sector, including Multi-Fluorine, Tianci Materials, and Enjie, hit the daily limit up, while Xinzhou Bang surged by 17.49% [1]. - The basic chemical sector recorded a net inflow of 25.691 billion yuan on a single day, with a total of 64.094 billion yuan over the past five days, leading among 30 sectors [3]. Group 2: Investment Trends - The chemical ETF (516020) has attracted significant capital, with four out of the last five trading days seeing net inflows, totaling 2.12 million yuan over the last four days [3]. - The lithium battery supply chain is experiencing price increases for electrolyte materials due to tight supply-demand dynamics, with significant price fluctuations noted [3]. - The National Energy Administration's new guidelines aim to promote the integration of new energy and emerging industries, potentially boosting demand in the lithium battery sector [3][4]. Group 3: Valuation and Future Outlook - The chemical ETF (516020) is currently at a relatively low price-to-book ratio of 2.4, indicating attractive long-term investment opportunities [5]. - Analysts predict that the basic chemical sector may see a turning point in 2026, driven by improved domestic demand and the clearing of outdated production capacity [6]. - The chemical ETF (516020) tracks a diversified index covering various themes, including robotics and new energy, with nearly 50% of its holdings in large-cap leading stocks [6].

人民财讯11月13日电，万华化学（600309）11月13日公告，持股4.98%的股东Prime Partner International Limited计划以集中竞价方式，减持公司股份不超过1565.24万股，占公司总股本的0.5%。 ...

万华化学（600309）(600309.SH)发布公告，Prime Partner International Limited将根据市场价格情况，自 减持计划公告之日起15个交易日之后至2026年1月31日前通过集中竞价方式减持不超过公司总股本0.5% 的股份，减持期间将遵守任意连续90日内减持股份的总数不超过公司股份总数的1%。 ...

投资者可于 2025 年 11 月 14 日（星期五）至 11 月 20 日（星期四）16:00 前登录上证路 演中心网站首页点击"提问预征集"栏目或通过公司邮箱 stocks@whchem.com 进行提问。公 司将在说明会上对投资者普遍关注的问题进行回答。 万华化学集团股份有限公司（以下简称"公司"）已于 2025 年 10 月 25 日发 布公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划于 2025 年 11 月 21 日（星期五） 09:00-10:00 举行 2025 年第三季度业绩说明会，就投资者关心的问题进行交流。 一、 说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年第三季度的经 营成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的 范围内就投资者普遍关注的问题进行回答。 证券代码：600309 证券简称：万华化学 公告编号：临 2025-66 号 万华化学集团股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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 ...

智通财经APP讯，万华化学(600309.SH)发布公告，Prime Partner International Limited将根据市场价格情 况，自减持计划公告之日起15个交易日之后至2026年1月31日前通过集中竞价方式减持不超过公司总股 本0.5%的股份，减持期间将遵守任意连续90日内减持股份的总数不超过公司股份总数的1%。 ...

每经AI快讯，11月13日，万华化学(600309.SH)公告称，股东Prime Partner International Limited因自身资 金需求及财务计划，拟通过集中竞价方式减持不超过1,565.24万股公司股份，占公司总股本比例不超过 0.5%，减持期间为2025年12月5日至2026年1月31日。该股东当前持股比例为4.98%，持股来源为非公开 发行取得。 ...

万华化学公告，股东Prime Partner International Limited持有股份1.56亿股，占总股本4.98%；拟自公告披 露后15个交易日后的2025年12月5日至2026年1月31日，通过集中竞价减持不超过1565.24万股，不超总 股本0.50%，且任意连续90日内减持股份总数不超过公司股份总数1%。 ...

Core Viewpoint - The chemical sector is experiencing a significant rally, with major stocks and ETFs showing substantial gains, driven by a surge in lithium hexafluorophosphate prices and a mismatch between supply and demand [1][3]. Group 1: Market Performance - New Zhuo Bang stock increased by over 17%, while Enjie and Tianci Materials reached their daily limit, and Multi Fluor rose by over 9% [1]. - Chemical ETFs, including Chemical ETF, Chemical Leader ETF, and Chemical 50 ETF, have all risen by over 3.5%, with year-to-date gains of 38% [1][2]. - The estimated scale of Chemical ETF is 2.922 billion, with a year-to-date increase of 38.88% [2]. Group 2: Price Dynamics - The price of lithium hexafluorophosphate has surged, with some market quotes reaching 150,000 yuan per ton, doubling from mid-October [2][3]. - Manufacturers are reluctant to sell, with some halting external quotes and requiring cash payments or prepayments from smaller clients [3]. Group 3: Industry Outlook - The core reason for the price surge is a supply-demand mismatch, with explosive growth in downstream demand and a contraction in supply due to the exit of many small enterprises [3]. - Chemical ETFs focus on key sectors within the chemical industry, including chemical raw materials (28.7%), chemical products (25.1%), and agricultural chemical products (23.4%) [3]. - Analysts suggest that core chemical assets are likely to see profit and valuation recovery, as prices are at a low point and leading companies have strong safety margins [4]. Group 4: Future Trends - The chemical industry is expected to experience a bottoming out of most sub-sectors, with potential upward trends in certain areas due to reduced capacity growth and government policies [4]. - There is a growing emphasis on new materials and domestic production in response to international trade tensions and foreign monopolies in high-end materials [4]. - The industry is anticipated to transition from a cash-consuming model to one that generates significant cash flow, enhancing potential dividend yields [5].

Core Viewpoint - The chemical sector is experiencing a strong surge driven by price increases in lithium battery materials, with significant capital inflows into chemical ETFs over the past three days, totaling 9.61 billion yuan [1] Group 1: Chemical Sector Performance - The chemical sector's recent performance is attributed to four main factors: 1. The Producer Price Index (PPI) has turned positive for the first time this year, with a month-on-month increase of 0.1% in October, while the Consumer Price Index (CPI) has also shown a slight increase [1] 2. The photovoltaic industry is focusing on self-discipline and reducing excess capacity, which is expected to stabilize the market [1] 3. Lithium battery material companies are experiencing a supply-demand mismatch due to increased storage demand and cautious expansion after a previous downturn, leading to rising prices [1] 4. Phosphate chemical products are benefiting from the positive outlook in lithium battery demand, with related companies performing well [2] Group 2: Market Indicators - As of November 13, 2025, the CSI Sub-Industry Chemical Theme Index has risen by 2.66%, with significant gains in individual stocks such as Xinzhou Bang (16.21%) and Tian Ci Materials (9.02%) [3] - The chemical ETF has increased by 2.48%, reflecting the overall performance of the chemical sector [3] Group 3: Major Stocks - The top ten weighted stocks in the CSI Sub-Industry Chemical Theme Index account for 44.83% of the index, including Wan Hua Chemical and Tian Ci Materials [4]