Core Viewpoint - The chemical sector experienced a significant rebound on February 3, with the chemical ETF (516020) rising by 3.97% by the end of the trading day, reflecting a broader positive trend in the industry [1][5]. Group 1: Market Performance - The chemical ETF (516020) saw a maximum intraday increase of 4.3% [1][5]. - Key stocks in the sector, such as Hongda Co., Ltd., surged by 9.16%, while Cangge Mining and Hualu Hengsheng both increased by over 6% [1][5]. Group 2: Price Trends and Analysis - Recent price increases in various basic chemical products, including dyes and para-nitrochlorobenzene, have been noted, attributed to the cancellation of export tax rebates, which has accelerated exports [1][5]. - Guojin Securities continues to be optimistic about investment opportunities in the basic chemical sector, recommending a focus on leading companies and those with price increases from a low base [1][5]. Group 3: Future Outlook - According to Guosheng Securities, since the "anti-involution" trend began in July 2025, the chemical sector has seen sustained growth, with investment and supply-side logic strengthening since the fourth quarter of 2025 [1][5]. - Huafu Securities anticipates a recovery in profitability for the chemical industry in 2026, suggesting that the sector is at a new starting point for supply-demand rebalancing [1][5][7]. Group 4: Investment Strategies - The chemical ETF (516020) tracks the CSI sub-industry theme index, covering popular topics such as AI computing power, anti-involution, robotics, and new energy, making it a potentially efficient way to invest in the sector [7][8].

四川宏达股份有限公司 章 程 （经 2025 年第七次临时股东会审议通过并经工商备案） 2026 年 2 月 1 | | | | 第一章 | 总 | 则 | 3 | | --- | --- | --- | --- | | 第二章 | | 经营宗旨和范围 | 4 | | 第三章 | 股 | 份 | 5 | | 第一节 | | 股份发行 | 5 | | 第二节 | | 股份增减和回购 | 6 | | 第三节 | | 股份转让 | 7 | | 第四章 | | 股东和股东会 | 8 | | 第一节 | | 股东 | 8 | | 第二节 | | 控股股东、实际控制人 | 11 | | 第三节 | | 股东会的一般规定 | 12 | | 第四节 | | 股东会的召集 | 15 | | 第五节 | | 股东会的提案与通知 | 17 | | 第六节 | | 股东会的召开 | 18 | | 第七节 | | 股东会的表决和决议 | 21 | | 第五章 | | 公司党组织 | 25 | | 第六章 | | 董事和董事会 | 26 | | 第一节 | | 董事的一般规定 | 26 | | 第二节 | | 董事会 | 30 | | ...

证券代码：600331 证券简称：宏达股份 公告编号：临 2026-013 四川宏达股份有限公司 关于完成工商变更登记并换发营业执照的公告 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。 住所：四川省德阳市什邡市师古镇九里埂村；备案经营场所：四川省什邡市 洛水镇南元村 法定代表人：乔胜俊 注册资本：贰拾陆亿肆仟壹佰陆拾万元整 成立日期：1994 年 6 月 30 日 经营范围：许可项目：肥料生产；危险化学品经营；食品添加剂生产；饲料 四川宏达股份有限公司（以下简称"公司"）分别于 2025 年 11 月 17 日、2025 年 12 月 3 日召开公司第十届董事会第二十四次会议、2025 年第七次临时股东会， 审议通过了《关于变更注册资本、修订<公司章程>及取消监事会的议案》。股 东会授权公司董事会或董事会授权人士办理本次变更涉及的相关工商变更登记、 备案等事宜。具体情况详见公司于 2025 年 11 月 18 日披露的《第十届董事会第 二十四次会议决议公告》（临 2025-087）《关于变更注册资本、修订<公司章程> 及取消 ...

Group 1 - The agricultural chemical sector experienced a significant increase of 3.97% on February 3, with Hongda Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up by 1.29%, while the Shenzhen Component Index closed at 14127.1, up by 2.19% [1] - Key stocks in the agricultural chemical sector showed notable price increases, with Hongda Co., Ltd. rising by 9.16% to a closing price of 15.97 [1] Group 2 - The agricultural chemical sector saw a net inflow of 681 million yuan from main funds, while retail investors experienced a net outflow of 319 million yuan [2] - The stock Salt Lake Co., Ltd. had a main fund net inflow of 315 million yuan, representing 9.40% of its trading volume [3] - Hualu Hengsheng had a main fund net inflow of 168 million yuan, accounting for 11.82% of its trading volume [3]

Group 1 - The core viewpoint of the news is that Hongda Co., Ltd. experienced a stock price increase of 5.19%, reaching 15.39 CNY per share, with a trading volume of 985 million CNY and a turnover rate of 3.24%, resulting in a total market capitalization of 40.654 billion CNY [1] - Hongda Co., Ltd. is based in Chengdu, Sichuan Province, and was established on June 30, 1994, with its listing date on December 20, 2001. The company’s main business includes mining, non-ferrous metal smelting, and the production and sales of phosphate chemical products [1] - The revenue composition of Hongda Co., Ltd. is as follows: zinc metal and by-products account for 45.55%, phosphate ammonium salt series products 33.44%, compound fertilizer products 11.82%, synthetic ammonia 5.16%, and other products and services 3.27% [1] Group 2 - Among the top ten circulating shareholders of Hongda Co., Ltd., a fund under Penghua Fund ranks as a new entrant, holding 23.8222 million shares, which is 1.17% of the circulating shares, with an estimated floating profit of approximately 18.1049 million CNY [2] - The Penghua Zhongzheng Subdivision Chemical Industry Theme ETF Link A (014942) was established on March 8, 2022, with a current scale of 116 million CNY. Year-to-date returns are 3.86%, ranking 1967 out of 5562 in its category, while the one-year return is 45.99%, ranking 1252 out of 4285 [2] - The fund manager of Penghua Zhongzheng Subdivision Chemical Industry Theme ETF Link A is Yan Dong, who has a cumulative tenure of 6 years and 324 days, with the fund's total asset size at 21.796 billion CNY. The best return during his tenure is 456.3%, while the worst return is -40.74% [3]

（记者 曾健辉） 每经AI快讯，宏达股份2月2日晚间发布公告称，四川宏达股份有限公司董事会于2026年2月2日分别收 到帅巍先生和刘应刚先生的辞职报告，帅巍先生和刘应刚先生因工作安排，分别辞去公司财务总监职务 和副总经理职务。公司审议通过了《关于聘任公司财务总监的议案》，同意聘任唐春云先生为公司财务 总监。 每经头条（nbdtoutiao）——曾卖劳斯莱斯、保时捷等豪车，汽车销售巨头宝利德如今破产清算：杭州 总部已人去楼空，义乌子公司贴上了封条 ...

证券代码：600331 证券简称：宏达股份 公告编号：2026-012 1 四川宏达股份有限公司（以下简称"公司"）董事会于 2026 年 2 月 2 日分别 收到帅巍先生和刘应刚先生的辞职报告，帅巍先生和刘应刚先生因工作安 排，分别辞去公司财务总监职务和副总经理职务。辞任后，帅巍先生将继 续担任公司党委委员、董事和常务副总经理职务；刘应刚先生将继续担任 公司什邡磷化工分公司党委书记和总经理职务。根据《上海证券交易所股 票上市规则》（以下简称"《股票上市规则》"）和《公司章程》等相关规 定，帅巍先生和刘应刚先生的辞职报告均自送达董事会之日起生效。 公司于 2026 年 2 月 2 日召开第十届董事会第二十六次会议，审议通过了《关 于聘任公司财务总监的议案》，同意聘任唐春云先生为公司财务总监，任 期自本次董事会审议通过之日起至第十届董事会任期届满之日止。 | | | | | | | | | 什邡磷化工 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 刘应刚 | 副总经理 | 2026 | 年 2 月 | 2026 | 年 5 ...

二、董事会会议审议情况 证券代码：600331 证券简称：宏达股份 公告编号：临 2026-011 四川宏达股份有限公司 第十届董事会第二十六次会议决议公告 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。 一、董事会会议召开情况 四川宏达股份有限公司（以下简称"公司"）第十届董事会第二十六次会议通 知于 2026 年 1 月 30 日以邮件、电话等方式发出，于 2026 年 2 月 2 日 10:00 在 中海国际中心 H 座 14 楼会议室以现场结合视频通讯方式召开。会议由董事长乔 胜俊先生主持，应到董事 9 人，实到董事 9 人。其中董事黄建军先生、王浩先生、 帅巍先生、张建先生，独立董事陈云奎先生、李军先生因工作原因，无法参加现 场会议，以视频通讯方式参会并表决；新任财务总监唐春云先生列席了本次董事 会。本次会议的召集和召开符合《公司法》等有关法律、行政法规、部门规章、 规范性文件和《公司章程》的相关规定，会议形成的决议合法、有效。 经与会董事审议，会议一致通过了《关于聘任公司财务总监的议案》。 公司董事会于 2026 ...

Group 1 - The agricultural chemical sector experienced a significant decline of 6.88% on February 2, with Hongda Co. leading the drop [1] - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1] - Key stocks in the agricultural chemical sector saw substantial losses, with Hongda Co. down 10.02% to 14.63, and Zhongnong United down 10.01% to 18.52 [1] Group 2 - The agricultural chemical sector saw a net outflow of 2.269 billion yuan from main funds, while retail investors had a net inflow of 2.299 billion yuan [1] - Individual stock fund flows showed varied results, with Guangxin Co. experiencing a net outflow of 40.09 million yuan from main funds [2] - Longqing Co. had a net inflow of 4.18 million yuan from main funds, while Jinzhen Co. saw a net outflow of 3.77 million yuan from retail investors [2]

Core Viewpoint - The chemical sector experienced a significant pullback on February 2, with the chemical ETF (516020) declining by 5.85% during trading, reflecting a broader downturn in the industry [1][7]. Market Performance - The chemical ETF (516020) opened lower and saw a decline of 5.85%, with a trading price of 0.917 as of the latest update [2][7]. - Key stocks in the sector, including Huafeng Chemical, Hongda Co., and Luxi Chemical, hit the daily limit down, while others like Satellite Chemical and Zhejiang Longsheng fell over 9% [1][7]. Supply Chain and External Factors - A cold wave in the U.S. Gulf Coast has led to the shutdown of several chemical plants, affecting over 30% of the chemical production capacity in Texas, which accounts for about one-third of the U.S. chemical output [3][10]. - The cold weather has increased natural gas prices, raising the costs of ethylene and polyethylene, while supply constraints are expected to strengthen the pricing outlook for chemical products [10]. Future Outlook - Analysts predict that the chemical industry will face low demand in 2025, but measures to counteract "involution" may help restore profitability by 2026, alongside growth in new materials driven by rapid downstream demand [10]. - The current low valuation of the industry presents potential opportunities for investors, particularly through the chemical ETF (516020), which tracks a specialized index covering various themes including AI and new energy [10]. Investment Strategy - Investors are encouraged to consider the chemical ETF (516020) for efficient exposure to the sector, as it tracks the CSI segmented chemical industry index and includes stocks related to trending themes [10].