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 ...

Group 1 - The chemical sector experienced a slight pullback on January 7, with the Chemical ETF (516020) fluctuating around the waterline before closing down 0.44% [1][7] - Key stocks in the sector, including Tianqi Lithium and Duofu, saw declines exceeding 4%, while several others dropped over 2%, negatively impacting the overall sector performance [1][7] - Despite the pullback, the basic chemical sector attracted significant capital inflow, with a net inflow of 5.915 billion yuan on the day, ranking fourth among 30 primary industries [9][10] Group 2 - The Chemical ETF (516020) has been a popular investment tool, with a net subscription of 525 million yuan over the past five trading days [10] - A meeting was held by multiple departments to discuss the regulation of competition in the power and energy storage battery industry, with participation from over ten leading companies [10] - Dongxing Securities forecasts a potential recovery in the chemical industry, expecting improvements in supply-demand dynamics and a decrease in raw material costs by 2026, presenting investment opportunities [11][12] Group 3 - The Chemical ETF (516020) tracks the CSI sub-industry index, with nearly 50% of its holdings concentrated in large-cap leading stocks, including Wanhua Chemical and Salt Lake Chemical [11][12] - The ETF also includes investments in sub-sectors such as phosphate and fluorine chemicals, nitrogen fertilizers, and high-end chemical new materials, aiming to capture comprehensive investment opportunities in the chemical sector [11][12]

Core Viewpoint - Hongda Co., Ltd. is actively pursuing the mining rights application for the Duolong Copper Mine, which has been submitted to the Tibet Autonomous Region's Natural Resources Department for approval [1] Group 1 - The company is in close communication with various levels of authorities to facilitate the processing of necessary permits [1] - Duolong Company is making every effort to expedite the acquisition of the mining rights certificate [1] - The timeline for obtaining the mining certificate will depend on the completion of the approval process by the relevant authorities [1]

Group 1 - The company Hongda Co., Ltd. (600331.SH) announced that its Shifang Nonferrous Metals Division and Shifang Phosphate Chemical Division will undergo maintenance and equipment upgrades for some production facilities [1] - The Shifang Nonferrous Metals Division has one zinc smelting facility with an annual capacity of 100,000 tons and one zinc alloy production facility with the same capacity [1] - The maintenance for the zinc smelting facility is scheduled to start in January 2026 and is expected to last for 5 months, with production planned to resume in early June 2026 [1] Group 2 - The Shifang Phosphate Chemical Division has phosphate series facilities with an annual capacity of 420,000 tons and compound fertilizer series facilities with a capacity of 300,000 tons [1] - The maintenance for the phosphate series facilities will also begin in January 2026, expected to last for 1 month, with production set to resume in early February 2026 [1]

智通财经APP讯，宏达股份(600331.SH)公告，公司什邡有色金属分公司和什邡磷化工分公司将对部分 生产装置进行停产检修和设备更新改造。 什邡磷化工分公司现有磷酸盐系列装置，磷酸盐产能42万吨/年;复合肥系列装置，复合肥产能30万吨/ 年。什邡磷化工分公司于2026年1月对磷酸盐系列装置实施停产检修和设备更新改造。本次停产预计为 期1个月，计划于2026年2月初恢复生产。 什邡有色金属分公司现有锌冶炼生产装置一套，锌锭产能10万吨/年;锌合金生产装置一套，锌合金产能 10万吨/年。什邡有色金属分公司自2026年1月起对锌冶炼装置实施停产检修和设备更新改造。本次停产 预计为期5个月，计划于2026年6月初恢复生产。 ...

Core Viewpoint - The company announced maintenance and equipment upgrades for its Shifang non-ferrous metal and phosphate chemical subsidiaries, which will temporarily halt production for specific periods to enhance operational safety, product quality, and efficiency [1]. Group 1: Shifang Non-Ferrous Metal Subsidiary - The Shifang non-ferrous metal subsidiary has a zinc smelting production capacity of 100,000 tons per year and a zinc alloy production capacity of 100,000 tons per year [1]. - The zinc smelting facility will undergo maintenance and upgrades starting January 2026, with a planned downtime of 5 months, aiming to resume production in early June 2026 [1]. - The maintenance is necessary due to aging equipment and aims to ensure safe, stable, and efficient operations [1]. Group 2: Shifang Phosphate Chemical Subsidiary - The Shifang phosphate chemical subsidiary has a phosphate production capacity of 420,000 tons per year and a compound fertilizer production capacity of 300,000 tons per year [1]. - The phosphate production facility will also undergo maintenance starting January 2026, with a planned downtime of 1 month, expected to resume production in early February 2026 [1]. - This maintenance aligns with the cyclical nature of the chemical industry and aims to improve safety, product quality, and reduce production costs [1]. Group 3: Production Continuity and Strategy - During the downtime of the zinc smelting facility, the zinc alloy production will continue, with the company sourcing zinc ingots externally to ensure raw material supply [2]. - The compound fertilizer production will remain operational while the phosphate facility is under maintenance [2]. - The company plans to coordinate production schedules with maintenance progress to ensure timely and high-quality completion of the upgrades [2].

根据年度生产经营计划，四川宏达股份有限公司（以下简称"公司"）什邡 有色金属分公司和什邡磷化工分公司（以下简称 "相关分公司"）对部分生产 装置进行停产检修和设备更新改造，现将有关情况公告如下： 一、什邡有色金属分公司部分生产装置停产检修和设备更新改造情况 什邡有色金属分公司现有锌冶炼生产装置一套，锌锭产能 10 万吨/年；锌合 金生产装置一套，锌合金产能 10 万吨/年。鉴于锌冶炼生产装置运行时间较长， 设备老化导致运转效率有所下降，为保障生产装置安全、稳定、高效运行，什邡 有色金属分公司自 2026 年 1 月起对锌冶炼装置实施停产检修和设备更新改造。 本次停产预计为期 5 个月，计划于 2026 年 6 月初恢复生产。 二、什邡磷化工分公司部分生产装置停产检修和设备更新改造情况 证券代码：600331 证券简称：宏达股份 公告编号：临 2026-005 四川宏达股份有限公司 关于分公司部分生产装置停产检修和设备更新改造的公告 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。 本次停产对公司当期经营业绩的具体影响，以年审会计 ...

Core Viewpoint - Nine phosphate fertilizer companies in China have jointly issued a commitment to ensure stable supply and pricing of phosphate fertilizers, responding to high sulfur prices affecting production costs [1][2]. Group 1: Companies Involved - The nine phosphate fertilizer companies include Chengdu Yuntu Holdings Co., Ltd., Deyang Haohua Qingping Phosphate Mine Co., Ltd., Guizhou Phosphate (Group) Co., Ltd., Hubei Yihua Group Co., Ltd., Sichuan Development Longmang Co., Ltd., Sichuan Hongda Co., Ltd., Shikefeng Chemical Co., Ltd., Xinyangfeng Agricultural Technology Co., Ltd., and Yunnan Yuntianhua Co., Ltd. [1] Group 2: Commitments Made - The companies have made five key commitments: 1. Stabilizing production to ensure sufficient market supply 2. Actively selling phosphate fertilizers without hoarding or limiting sales 3. Maintaining stable prices until the end of spring farming in 2026 4. Ensuring adequate reserves by prioritizing supply for storage needs 5. Providing emergency support in case of local supply shortages or price instability [2]

Core Viewpoint - Hongda Co., Ltd. (600331.SH) plans to use up to RMB 1 billion for purchasing structured deposits, primarily focusing on short-term products with a maximum duration of one year [1] Group 1 - The company intends to utilize the funds in a rolling manner within the specified limit and duration [1] - The trading balance at any point during the investment period, including reinvested earnings, will not exceed the aforementioned limit [1] - The approval from the shareholders' meeting is valid for 12 months from the date of approval [1]