化工板块午后延续强势，反映化工板块整体走势的化工ETF（516020）持续红盘震荡，截至发稿，场内价格涨0.77%。 成份股方面，磷化工、橡胶助剂、锂电等板块部分个股涨幅居前。截至发稿，彤程新材涨停，宏达股份大涨超4%，广东宏大、博源化工跟涨超3%。 | | | 分时 多日 1分 5分 15分 30分 60分 日 | | 周月 = | | F9 | 盘前盘后 叠加 九转 画线 | | T具 @ > | 4. LETE O | | | 51602 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.930 | | | | | 516020[化工ETF] 13:42 价 0.915 涨跌 0.007(0.77%) 均价 0.921 成交量 2992 IOPV 0.9152 | | | | 202 ... | | | | +0.007 +0.779 | | | | | | | | | | | | SSE CNY 13:42:18 交易中 | | | 8 / 8 | | 0.919 | ...

Group 1 - The chemical sector continues to show strength, with the Chemical ETF (516020) experiencing a price increase of 0.77% as of the latest update [1][9] - Key stocks in the sector include Tongcheng New Materials, which hit the daily limit, and Hongda Co., which rose over 4%, along with Guangdong Hongda and Boyuan Chemical, both up over 3% [1][9] - The Chemical ETF has seen significant net inflows, with over 3.1 billion yuan in net subscriptions in the last five trading days and a total of over 6.3 billion yuan in the last ten days [2][11] Group 2 - The Chemical ETF's underlying index has shown a cumulative increase of 46.38% since the beginning of 2025, outperforming major indices such as the Shanghai Composite Index (23.1%) and the CSI 300 Index (20.51%) [2][12] - The basic chemical sector has received a net inflow of over 134 billion yuan in a single day, leading among 30 sectors tracked by CITIC [4][11] - Historical performance of the detailed chemical index shows fluctuations, with a notable increase of 41.09% in 2025, following declines in previous years [5][12] Group 3 - The Chemical ETF (516020) tracks the CSI Sub-Industry Chemical Theme Index, with nearly 50% of its holdings in large-cap leading stocks, including Wanhua Chemical and Salt Lake Co., allowing investors to capitalize on strong market trends [6][14] - The ETF also includes exposure to various sub-sectors such as phosphate fertilizers, fluorine chemicals, and nitrogen fertilizers, providing a comprehensive investment opportunity in the chemical sector [6][14] - Investors can also access the chemical sector through the Chemical ETF linked funds (Class A 012537/Class C 012538) [6][14]

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].

Group 1 - The zinc sector has experienced a significant upward movement, with Zinc Industry Co., Ltd. hitting the daily limit increase [1] - Other companies in the sector, such as Hongda Co., Ltd., Luoping Zinc Electric, New Weiling, Shengda Resources, and Jinhui Co., Ltd., have also seen notable increases in their stock prices [1]

（文章来源：证券日报） 证券日报网讯 1月13日，宏达股份在互动平台回答投资者提问时表示，目前多龙铜矿采矿权申请已报送 西藏自治区自然资源厅审批，多龙公司正在全力推进采矿权办理，多龙公司及其股东方与自治区及属地 各级主管部门持续保持高效沟通，正常推进各项证照办理工作，力争尽快取得采矿权证。关于40个工作 日审批时限，因矿业权审批涉及多个专业核查环节，实际进度以审批部门办理情况为准。采矿证最终取 得时间，将以有关部门审批办结并出具正式证照的时间为准。 ...

四川宏达股份有限公司 关于募集资金专户转为一般账户的公告 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。 一、募集资金基本情况 证券代码：600331 证券简称：宏达股份 公告编号：临 2026-006 1 | 序号 | 开户主体 | 银行名称 | 银行账号 | | --- | --- | --- | --- | | 1 | 宏达股份 | 中国银行股份有限公司什邡支行 | 121290107116 | | 2 | 宏达股份 | 中国银行股份有限公司什邡支行 | 123990097027 | | 3 | 宏达股份 | 中国银行股份有限公司什邡支行 | 117240103611 | | 4 | 宏达股份 | 中国银行股份有限公司成都武侯支行 | 117240254720 | | 5 | 宏达股份 | 中国农业银行股份有限公司成都锦城支行 | 22910101040063138 | | 6 | 宏达股份 | 中国农业银行股份有限公司成都光华支行 | 22804101040051694 | | 7 | 宏达股份 | 交通银行股份有限公 ...

Core Insights - The article highlights the successful launch of China's first large-scale carbonyl tailings processing production line by Jinchuan Group, marking a significant advancement in the efficient recycling of precious metals and green low-carbon development [1][2]. Group 1: Project Overview - The carbonyl tailings processing line is part of a major technological transformation project with a total investment of 127 million yuan, initiated in September 2024 and expected to be completed by December 28, 2025 [1]. - The project aims to efficiently separate and extract scarce platinum group metals such as platinum, palladium, rhodium, ruthenium, and iridium from complex carbonyl tailings, enhancing the strategic resource recovery capabilities of the company [1]. Group 2: Environmental Initiatives - Concurrently, the "Precious Metal Waste Gas Centralized Treatment Project" is a key technological upgrade for Jinchuan Group in 2025, with an investment of 49.96 million yuan, which began construction in April 2025 [2]. - This project focuses on centralized and in-depth treatment of waste gas emissions from the precious metal production system, reinforcing the company's commitment to environmental protection and sustainable development [2]. Group 3: Challenges and Solutions - During the construction of these projects, the company faced technical integration challenges across metallurgy, construction, chemical, and electromechanical installation sectors, along with tight schedules and complex site operations [2]. - The construction team optimized design plans, scientifically coordinated construction efforts, and strictly controlled quality to ensure the projects were completed on time and to a high standard [2].

Group 1 - The chemical sector experienced a decline on January 8, with the Chemical ETF (516020) showing a low-level fluctuation, reaching a maximum intraday drop of 1.86% and closing down 0.98% [1] - Key stocks in the sector, including Hongda Co., Yaqi International, and Cangge Mining, saw significant declines, with Hongda Co. dropping 4.01% and others falling over 3% [1][2] - Despite the recent downturn, the Chemical ETF (516020) has seen substantial capital inflows, with a net inflow of 319 million yuan over the last five trading days and over 568 million yuan in the last ten days [1][3] Group 2 - According to Guotou Securities, the chemical industry is at the bottom of a four-year down cycle, with indicators suggesting it has nearly bottomed out, and 2026 is expected to be a turning point for the cycle [3] - The China Chemical Product Price Index (CCPI) was reported at 3930 points on December 31, 2025, a 39% decrease from the peak in 2021, indicating the industry is in a historical low range [3] - The basic chemical sector achieved a net profit of 112.7 billion yuan in the first three quarters of 2025, reflecting a year-on-year increase of 7.5%, suggesting initial stabilization of the sector [3] Group 3 - Future outlook indicates that the chemical industry will be influenced by tariff policies and fluctuations in crude oil prices, with recommendations to focus on undervalued leading companies and sectors benefiting from strong downstream demand [3] - Huazhong Securities suggests that the industry may continue to experience a trend of divergence, recommending attention to sectors such as synthetic biology, pesticides, and vitamin production [3] - The Chemical ETF (516020) tracks the CSI sub-sector chemical industry index, with nearly 50% of its holdings in large-cap leading stocks, providing an efficient way to invest in the chemical sector [3]

Core Viewpoint - The agricultural chemical sector experienced a decline of 0.69% on January 8, with Hongda Co., Ltd. leading the drop. The Shanghai Composite Index closed at 4082.98, down 0.07%, while the Shenzhen Component Index closed at 13959.48, down 0.51% [1]. Group 1: Stock Performance - The top-performing stocks in the agricultural chemical sector included Chuanjinnuo, which rose by 10.17% to a closing price of 26.10, and Lianhua Technology, which increased by 10.01% to 16.16 [1]. - Other notable gainers included *ST Huifeng with a 5.24% increase, Xin'an Co. with a 3.52% increase, and Tianmo Co. with a 1.78% increase [1]. - Conversely, Hongda Co. saw a decline of 4.01% to a closing price of 12.45, while Yadi International and Yangnong Chemical also experienced declines of 3.59% and 2.79%, respectively [2]. Group 2: Trading Volume and Capital Flow - The agricultural chemical sector saw a net outflow of 6.92 billion yuan from major funds, while retail investors contributed a net inflow of 6.19 billion yuan [2]. - The trading volume for Chuanjinnuo reached 761,100 shares, with a transaction value of 2.026 billion yuan, indicating strong investor interest [1]. - Lianhua Technology had a trading volume of 1,031,900 shares, with a transaction value of 1.6 billion yuan, reflecting significant market activity [1]. Group 3: Fund Flow Analysis - Lianhua Technology had a net inflow of 2.63 billion yuan from major funds, while it faced a net outflow of 1.87 billion yuan from speculative funds [3]. - Xin'an Co. experienced a net inflow of 63.25 million yuan from major funds, but a net outflow of 79.51 million yuan from retail investors [3]. - The overall fund flow indicates a mixed sentiment among different investor categories, with major funds showing caution while retail investors remained optimistic [2][3].

四川宏达股份有限公司 二○二六年第一次临时股东会会议资料 股票简称：宏达股份 股票代码：600331 2026 年 1 月 16 日 四川宏达股份有限公司 2026 年第一次临时股东会会议资料 四川宏达股份有限公司 二 O 二六年第一次临时股东会会议议程 股东会召开时间： 现场会议时间：2026 年 1 月 16 日 10:00 网络投票时间：采用上海证券交易所网络投票系统，通过交易系统投票平台 的投票时间为股东会召开当日的交易时间段，即 2026 年 1 月 16 日 9:15-9:25， 9:30-11:30，13:00-15:00；通过互联网投票平台（网址：vote.sseinfo.com）的投票 时间为股东会召开当日的 9:15-15:00。 现场会议地点：四川省什邡市宏达金桥大酒店二楼会议室 会议召集人：四川宏达股份有限公司董事会 参加人员：公司股东及股东代表、公司董事和高级管理人员、公司聘请的律师及 其他人员 会议主持人：董事长乔胜俊先生 会议方式：采取现场投票和网络投票相结合的方式 --会议介绍-- --会议议案报告-- 1、审议《关于预计 2026 年度日常关联交易的议案》 2、审议《关于使用 ...