证券日报网讯1月29日，华鲁恒升（600426）在互动平台回答投资者提问时表示，近年来，公司持续积 极拓展国内外市场，稳步推进海外客户开发工作。目前，公司在欧盟市场的销售收入占公司整体营业收 入的比重较小，相关销售业务主要以境内主体直接向欧盟客户出口的模式开展。公司将继续深耕海外市 场布局，不断优化海外业务结构。 ...

证券日报网讯1月29日，华鲁恒升（600426）在互动平台回答投资者提问时表示，目前公司尚未建立财 务共享中心。 ...

Group 1: Market Performance - The A-share liquor sector experienced a significant surge, with a rise of 9.68% on January 29, leading the market performance for the day [1][2] - The oil and gas extraction and service sector also saw a notable increase of 8.18%, with a total transaction volume of 32.31 billion [2] - The precious metals sector rose by 8.04%, with a transaction volume of 70.62 billion, indicating strong market interest [2] Group 2: Energy and Petrochemical Sector Dynamics - The energy and petrochemical sector's rise began in early January 2026, with domestic crude oil futures rebounding from 411 yuan/barrel to 475 yuan/barrel, a 15% increase [4] - The oil and gas extraction and service sector has accumulated a remarkable increase of 44.22% year-to-date, ranking second in market performance, only behind precious metals [7] - The petrochemical ETF (159731) has shown a cumulative increase of 14.71% since the beginning of the year, reflecting strong investor interest [9] Group 3: Geopolitical and Economic Influences - The recent surge in the petrochemical sector is driven by escalating geopolitical tensions, particularly between the U.S. and Iran, raising concerns over oil supply stability [11] - The market has priced in a risk premium of $3-8 per barrel due to fears of potential disruptions in oil supply from Iran, which produces approximately 3.3 million barrels per day [11] - The classic rotation pattern in commodity markets, where precious metals lead, followed by industrial metals and then energy, is being validated again [14][16] Group 4: Agricultural Sector Insights - The agricultural sector is expected to gain market attention as commodity prices rise, driven by increased costs in agricultural production due to higher energy prices [17][24] - The CPI and food prices have shown signs of recovery, with the CPI rising by 0.8% year-on-year, indicating a potential shift in consumer price dynamics [18] - The agricultural ETF (516810) tracks a comprehensive index covering the entire agricultural value chain, which may benefit from the rising commodity prices [26] Group 5: Industry Outlook - The petrochemical industry is at a turning point, with new policies aimed at preventing excessive competition and improving profitability [22] - The capital expenditure ratios in the refining and chemical sectors are showing a trend towards conservatism, indicating a strategic shift among companies [23] - The anticipated recovery in the petrochemical sector is supported by both geopolitical factors and the broader commodity market dynamics, suggesting a favorable outlook for industry leaders [24][25]

证券日报网讯1月29日，华鲁恒升（600426）在互动平台回答投资者提问时表示，截至目前，公司二元 酸现有产能为70万吨/年，相关项目均已按计划建成投产，生产运营稳定。 ...

格隆汇1月29日丨华鲁恒升(600426.SH)在投资者互动平台表示，截至目前，公司二元酸现有产能为70万 吨/年，相关项目均已按计划建成投产，生产运营稳定。 ...

格隆汇1月29日丨华鲁恒升(600426.SH)在投资者互动平台表示，近年来，公司持续积极拓展国内外市 场，稳步推进海外客户开发工作。目前，公司在欧盟市场的销售收入占公司整体营业收入的比重较小， 相关销售业务主要以境内主体直接向欧盟客户出口的模式开展。公司将继续深耕海外市场布局，不断优 化海外业务结构。 ...

格隆汇1月29日丨华鲁恒升(600426.SH)在投资者互动平台表示，截至目前，公司二元酸现有产能为70万 吨/年，相关项目均已按计划建成投产，生产运营稳定。 ...

Core Viewpoint - The petrochemical sector is experiencing mixed performance, with the China Petroleum and Chemical Industry Index showing a slight decline, while the Petrochemical ETF has seen significant inflows and growth in net value over the past two years [1][2]. Group 1: Market Performance - As of January 29, 2026, the China Petroleum and Chemical Industry Index decreased by 0.27%, with stocks like Sankeshu and Zhongfu Shenying leading gains, while companies like Hebang Bio and China Petroleum faced declines [1]. - The Petrochemical ETF (159731) fell by 0.47%, with a latest price of 1.05 yuan and a trading volume of 2.12 billion yuan, indicating active market participation with a turnover rate of 17.99% [1]. Group 2: Fund Flows and Performance Metrics - The Petrochemical ETF has seen continuous net inflows for 16 days, totaling 838 million yuan, with the latest share count reaching 1.106 billion and a total scale of 1.166 billion yuan, marking a new high [2]. - Over the past two years, the net value of the Petrochemical ETF has increased by 66.80%, with the highest single-month return recorded at 15.86% and the longest consecutive monthly gain spanning 8 months, achieving a maximum increase of 41.6% [2]. - The average return during the rising months of the Petrochemical ETF is 5.25%, and as of January 23, 2026, the one-year Sharpe ratio stands at 2.22 [2]. Group 3: Industry Trends and Outlook - According to Guosen Securities, the petrochemical sector is strictly implementing capacity reduction and replacement requirements for new refining projects, focusing on upgrading old facilities and demonstrating new technologies [2]. - The refining capacity in China is approaching the policy threshold of 1 billion tons, leading to the gradual consolidation and elimination of smaller capacities, while larger refineries are expected to increase their market share, optimizing the industry structure [2]. - With limited growth in refined oil demand, the transition towards "reducing oil and increasing chemicals" will be essential for refineries [2]. Group 4: Key Stocks in the Index - The top ten weighted stocks in the China Petroleum and Chemical Industry Index as of December 31, 2025, include Wanhua Chemical, China Petroleum, and China Petrochemical, collectively accounting for 56.73% of the index [2].

Price Trends - The latest price of isooctanol as of January 28 is 7700.00 CNY per ton, reflecting a significant increase over various time frames: 6.70% over the last 5 days, 9.48% over the last 10 days, 9.74% over the last 15 days, 11.86% over the last 30 days, and 17.26% over the last 60 days [2][4] Related Producers - Key producers in the isooctanol market include: - Luxi Chemical (000830) - Chengzhi Co., Ltd. (000990) - Huachang Chemical (002274) - Zhengdan Co., Ltd. (300641) - Hualu Hengsheng (600426) - China Petroleum (601857) - Jianye Co., Ltd. (603948) [2][4]

登录新浪财经APP 搜索【信披】查看更多考评等级 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个别及连带责任。 重要内容提示： ● 回购注销原因：因激励对象中有两人退休（以下简称"上述人员"），根据2021年限制性股票激励计划 （以下简称"激励计划"）第十三章"公司/激励对象发生异动的处理" 第二条 "激励对象个人情况发生变 化"中第二款之规定，需回购注销上述激励对象尚未解除限售的限制性股票，并对回购价格进行调整。 ● 本次注销股份的有关情况 ■ 一、本次限制性股票回购注销的决策与信息披露 1、2025年11月17日，公司召开第九届董事会2025年第5次临时会议，审议通过了《关于对2021年限制性 股票激励计划回购价格第三次调整并回购注销已获授但尚未解除限售的部分限制性股票的议案》，公司 薪酬与考核委员会对本议案发表同意意见并提交董事会审议，北京国枫律师事务所发表了相关核查意 见。具体内容详见公司于2025年11月19日在上海证券交易所网站（www.sse.com.cn)及相关媒体披露的 公告，公告编号：临2025-067）。 二、本 ...