证券代码：600352 证券简称：浙江龙盛 公告编号：2026-005 浙江龙盛集团股份有限公司 关于为全资子公司提供担保的公告 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。 重要内容提示： 担保对象及基本情况 | | | | 实际为其提供的 | | 是否在前 | 本次担保 | | --- | --- | --- | --- | --- | --- | --- | | 被担保人名称 | 本次担保金额 | | 担保余额（不含 | | 期预计额 | 是否有反 | | | | | 本次担保金额） | | 度内 | 担保 | | 浙江龙盛染料化工 | | | | | | | | 有限公司（以下简称 | 24,000 | 万元 | 313,132.23 | 万元 | 是 | 否 | | "浙江染化"） | | | | | | | | 浙江鸿盛化工有限 | | | | | | | | 公司（以下简称"浙 | 30,000 | 万元 | 269,989.91 | 万元 | 是 | 否 | | 江鸿盛"） | | | | | | | | 浙 ...

Core Viewpoint - Zhejiang Longsheng announced the extension of its 2021 employee stock ownership plan by five years, now set to last until February 19, 2031, following a meeting of stakeholders [1] Group 1 - The first meeting of the 2021 employee stock ownership plan holders took place on February 10, with four stakeholders present [1] - The total shares represented at the meeting amounted to 208.55 million, which constitutes 100% of the total shares [1] - The proposal to extend the plan's duration was approved by the tenth board of directors in its fifth meeting [1]

基础化工 | 证券研究报告 — 行业点评 2026 年 2 月 11 日 强于大市 染料价格上行，一体化企业 有望受益 1 月中旬以来，还原物等染料中间体价格连续上涨，推动染料价格上行。染料 行业供给集中，高安全、环保监管推动行业格局持续优化，当前价格处于历 史较低水平，成本压力有望进一步向下游传导，份额稳定、拥有相关中间体 配套的企业有望充分受益。维持行业强于大市评级。 支撑评级的要点 投资建议 ◼ 染料价格处于底部区间，成本端变化、严监管等外部因素或促进行业景气 度改善。行业集中度较高，且安全监管、环保政策等因素或对已有产能形 成制约，份额稳定、安全环保投入较高、产业链配套齐全的龙头企业有望 受益。推荐：浙江龙盛，建议关注：闰土股份。 评级面临的主要风险 ◼ 下游需求不及预期；环保与安全生产风险；行业竞争加剧。 相关研究报告 《化工行业 2026 年度策略》20260128 中银国际证券股份有限公司 具备证券投资咨询业务资格 基础化工 证券分析师：余嫄嫄 (8621)20328550 yuanyuan.yu@bocichina.com 证券投资咨询业务证书编号：S1300517050002 证券分析师：赵 ...

Group 1 - Chemical ETF rose by 2.10%, outperforming the Shanghai Composite Index by 2.01 percentage points [1] - PTA production cut confirmed by Xin Feng Ming, with 2.5 million tons of PTA capacity being taken offline, indicating a tightening supply which supports the recovery of PTA profit margins [1] - Gotion High-Tech signed a strategic cooperation memorandum with BASF to focus on next-generation solid-state battery technology, with expectations for small-scale production of all-solid-state batteries by CATL in 2027 [1] - Zhejiang Longsheng raised the price of disperse dyes by 2000 yuan/ton, marking a potential turning point in the industry due to supply discipline and cost anchoring [1] Group 2 - The 14th Five-Year Plan will promote carbon peak measures, with restrictions on high-energy-consuming products expected to be implemented, indicating a clearer turning point for the chemical industry [2] - The real estate sector is showing signs of stabilization, particularly in first-tier cities, which may lead to a gradual recovery in the industry, highlighting investment opportunities in the chemical real estate chain [2] - The CSI sub-industry chemical theme index (000813) rose by 2.32%, with significant gains in stocks such as Xinzhou Bang (up 8.16%) and Tongkun Co. (up 7.82%) [2] Group 3 - As of January 30, 2026, the top ten weighted stocks in the CSI sub-industry chemical theme index (000813) accounted for 44.82% of the index, including Wanhua Chemical and Yilong Co. [3]

经济观察网近期染料行业出现涨价潮，多家企业自2026年2月初起上调分散染料价格。例如，浙江龙盛 （600352）于2月8日分散染料黑报价累计上涨5000元/吨，闰土股份（002440）同期分散染料黑每吨累 计上涨约5000元，福莱蒽特（605566）也于2月9日起对多款分散染料产品提价2000-3000元/吨。中邮证 券指出，本轮涨价核心驱动力来自上游关键中间体还原物价格飙升，其价格从去年2.5万元/吨涨至3.8万 元/吨，涨幅超50%。染料行业被纳入"十五五"规划重点，政策聚焦绿色化转型，或对化工板块整体情绪 有提振作用。但宁波色母（301019）主营业务为色母粒(用于塑料着色)，与直接染料产品关联度较低， 需关注板块联动效应。 股票近期走势 以上内容基于公开资料整理，不构成投资建议。 宁波色母近7日(2026年2月5日至11日)股价区间涨跌幅为2.45%，振幅5.06%。最新交易日(2月11日)收盘 价23.87元，单日涨0.63%，成交额2167万元，换手率0.87%。资金流向显示当日主力净流出12.13万元， 散户资金净流入1.21万元。技术面上，股价近期处于震荡区间，20日布林带压力位26.29元， ...

Group 1 - The core viewpoint of the article highlights the strong performance of cyclical stocks, particularly in the new materials sector, with the New Materials ETF Huaxia (516710) rising by 1.77% and key stocks like China National Materials and China Jushi hitting the daily limit [1] - Zhejiang Longsheng has raised prices for certain disperse dyes, with a recent cumulative increase of 5000 yuan per ton as of February 8 [1] - A total of 94 pesticide varieties, including glyphosate, will see an export VAT rebate starting April 1, 2026, which may impact the agricultural chemicals market [1] Group 2 - Japanese company Nitto Denko plans to launch next-generation T-type glass fiber cloth for AI chips by 2028, aimed at enhancing heat deformation resistance [1] - Huatai Securities noted that leading companies in the fiberglass sector, such as Guangyuan New Materials and International Composites, have significantly raised prices for electronic fabrics, indicating a tightening supply from high-end products to standard products [1] - The New Materials 50 ETF (516710) closely tracks the CSI New Materials Theme Index, which includes 50 listed companies involved in advanced steel, non-ferrous metals, chemicals, and inorganic non-metallic materials, reflecting the overall performance of the new materials sector [1]

Group 1 - The chemical sector is experiencing a rebound, with the chemical ETF (516020) showing a significant increase of 1.77% as of the report, peaking at a 1.98% rise during the trading session [1][2] - Key stocks in the sector include New Chemical Materials, which surged over 8%, and other notable gainers such as New Fengming, Rongsheng Petrochemical, and Tongkun Co., all showing increases of over 4% [1][2] - Recent reports from major foreign investment firms, including UBS and Morgan Stanley, have upgraded their outlook on the Chinese chemical industry, predicting a new upward cycle from 2026 to 2028 due to multiple positive factors [1][3] Group 2 - Guohai Securities suggests that the re-evaluation of the Chinese chemical industry could lead to a significant slowdown in global capacity expansion, potentially transforming the industry from a cash-consuming entity to a cash-generating one [3] - The chemical ETF (516020) tracks the CSI sub-sector chemical industry index, covering popular themes such as AI computing power, de-involution, robotics, and new energy [3]

染料 化工板块再度走强， 醋化股份2连板， 华尔泰涨停， 吉华集团、 联合化学、 辉隆股份、 航民股 份、 雅运股份跟涨。消息面上，日前， 浙江龙盛分散染料(核心股)部分品种再度调价，2月8日分散染 料黑报价近期累计上涨5000元/吨。因近期还原物价格上涨， 闰土股份分散染料黑价格近期已每吨累计 上涨约5000元。 ...

还原物：已由前期低点2.5万元/吨上涨至目前7万元/吨，此轮大概率破前高10万元/吨。 分散染料：近期主流分散黑品种已累计上涨5000元/吨，当前主流价格约2.1万元/吨，历史高点近5万元/吨，此轮有 望冲击3万元/吨。 下游需求：染料在下游成本占比极低，印染厂更看重自身订单的稳定性，26年 【申万宏源化工】染料行业持续推荐：当前只是开胃菜，节后序幕正式拉开 分散染料：近期主流分散黑品种已累计上涨5000元/吨，当前主流价格约2.1万元/吨，历史高点近5万元/吨，此轮有 望冲击3万元/吨。 下游需求：染料在下游成本占比极低，印染厂更看重自身订单的稳定性，26年纺服需求本就景气向上。 节前周末染料头部企业挺价态度坚决，将加速节后下游印染厂拿货迫切性。 提价节奏：目前只是开胃菜，节后下游开工前拿货时序幕将正式拉开。 我们看好此轮头部企业主导的染料新一轮涨价行情，高度及持续性或超市场预期，建议关注浙江龙盛、闰土股 份、吉华集团、锦鸡股份、安诺其，雅运股份，部分标的具备翻倍空间。 【申万宏源化工】染料行业持续推荐：当前只是开胃菜，节后序幕正式拉开 还原物：已由前期低点2.5万元/吨上涨至目前7万元/吨，此轮大概率破前 ...

间苯二胺等中间体价格或有上行预期。根据百川盈孚数据，截至2 月10 日，间苯二酚收报39500 元/ 吨，年初以来下滑约500 元/吨，纯苯价格收报6087 元/吨，年初以来上涨约800 元/吨。我们认为，随着 公司分散染料定价策略的变化，上游主流中间体间苯二胺继续压价的必要性并不明显。同时，成本端纯 苯价格上涨，2 月7 日山西省发生硝化反应事故，硝化装置供应端收紧预期或催化间苯二胺等硝化反应 染料中间体价格回升。我们认为，公司当前市值或仅计入分散染料价格上行预期，若间苯二胺等染料中 间体价格发生上涨，公司盈利弹性预期差将十分显著。我们假设公司分散染料/间苯二胺/间苯二酚/还原 物外销20/4/3/0.5 万吨，各产品每涨价10000 元/吨或对应盈利增厚15/3/2.2/0.4 亿元。 公司近况 我们于2026 年2 月9 日调研了浙江龙盛，我们认为，公司竞争与定价策略正发生变化，分散染料仍处于 价格上行的初期，间苯二胺等染料中间体价格处于周期底部，或存在上行预期。公司4Q26"华兴新 城"收入利润有望确认，业绩弹性明显。 评论 还原物报价已突破7 万元/吨。根据公司调研记录公告，截至2 月8 日，还原物 ...