股票代码：600470 股票简称：六国化工 公告编号：2026-004 ●公司敬请广大投资者注意投资风险，理性决策，审慎投资。 一、股票交易异常波动的具体情况 安徽六国化工股份有限公司（以下简称"公司"）股票于 2026 年 3 月 18 日、3 月 19 日、3 月 20 日连续三个交易日内收盘价格跌幅偏离值累计达 到 20%，符合《上海证券交易所交易规则》"连续 3 个交易日内日收盘价格 涨跌幅偏离值累计达到±20%"的情形，属于股票交易价格异常波动。 安徽六国化工股份有限公司 股票交易异常波动公告 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： 二、公司关注并核实的相关情况 ●公司股票连续三个交易日内日收盘价格跌幅偏离值累计达到 20%，属于股票交易异常波动。 ●经公司自查并向公司控股股东核实，截至本公告披露日，除本公司已披露事项外，不存在应 披露而未披露的重大信息。 （一）经营情况 公司董事会确认，截至本公告披露日，公司没有任何根据《上海证券 交易所股票上市规则》等有关规定应披露而未披露的事项或与该等事 ...

你公司发来的《安徽六国化工股份有限公司股票交易异常波动问询函》 已收悉,针对问询函中所涉及的情况，经自查核实，现回复如下: 截至目前,我公司及控股股东不存在涉及你公司应披露而未披露的重 大信息,包括但不限于筹划重大资产重组、股份发行、上市公司收购、债 务重组、业务重组、资产剥离、资产注入、股份回购、股权激励、破产重 整、重大业务合作、引进战略投资者等重大事项。也不存在根据《上海证 券交易所股票上市规则》应予以披露而未披露的对安徽六国化工股份有限 公司股票交易价格产生较大影响的其他信息。 经核查,我公司及控股股东在本次股票异常波动期间未买卖你公司股 無 关于安徽六国化工股份有限公司 股票交易异常波动问询函的回函 安徽六国化工股份有限公司： 特此回复。 20 H ...

3月16日，六国化工涨6.21%，日振幅值达10.20%，日换手率达31.16%，收盘价9.06元，成交额14.81亿 元，总市值47.26亿元。 当日，沪深交易所公布的交易公开信息显示，六国化工（600470）因换手率达20%的证券登上龙虎榜。 从龙虎榜公布的当日买卖数据来看，总买入额1.56亿元，总卖出额7406.51万元，总净买8164.08万元。 今年以来六国化工已经6次登上龙虎榜，上一次登上龙虎榜为3月11日。 资料显示，安徽六国化工股份有限公司位于安徽省铜陵市铜港路，成立日期2000年12月28日，上市日期 2004年3月5日，公司主营业务涉及化肥(含氮肥、磷肥、钾肥)、肥料(含复合肥料、复混肥料、有机肥料 及微生物肥料)、化学制品(含精制磷酸、磷酸盐)、化学原料的生产加工和销售。主营业务收入构成为： 化肥产品82.65%，化工产品12.72%，其他4.63%。 六国化工所属申万行业为：基础化工-农化制品-磷肥及磷化工。所属概念板块包括：煤化工、污水处 理、化学原料概念、化肥、锂电池等。 截至9月30日，六国化工股东户数4.66万，较上期减少14.01%；人均流通股11183股，较上期增加 16. ...

Group 1 - The phosphoric chemical sector has strengthened again, with Jinzhengda hitting the daily limit and achieving five consecutive trading days of gains [2] - Other companies such as Liuguo Chemical, China Chemical, Jiangshan Co., and Hubei Yihua have also seen significant increases in their stock prices [2]

Group 1 - The fertilizer and pesticide sector experienced a significant increase, with the fertilizer and pesticide index rising over 4% on February 25. Companies such as Chuanjinnuo, Chitianhua, Yuntianhua, Liuguo Chemical, Siert, and Jinzengdaz all reached their daily limit [2] - The prices of mainstream products like urea, potassium sulfate compound fertilizer, and monoammonium phosphate have risen. As of February 24, the market price of monoammonium phosphate (55% powder) reached 3,850 yuan per ton, reflecting a year-on-year increase of 16.67% [2] Group 2 - The sales peak for the fertilizer industry traditionally occurs in the spring and summer seasons, with the current period expected to be a sales boom lasting approximately 100 days. The recent price increases are partly attributed to rising raw material costs, which include phosphate rock, phosphoric acid, sulfuric acid, and urea [3] - The company has not yet mined its phosphate rock but relies on external purchases for raw materials. As raw material prices increase, the prices of end products are expected to rise correspondingly [3] - The company reports strong sales in conventional compound fertilizers, as well as in new types of fertilizers like liquid fertilizers and foliar fertilizers. The company operates factories in various regions, including Guizhou, Xinjiang, Henan, Guangdong, and Liaoning, with good sales performance noted in the eastern coastal areas [3] Group 3 - There is a noticeable divergence in performance among companies in the chemical sector for 2025. For instance, Limin Co. expects a net profit attributable to shareholders of 465 million to 500 million yuan, representing a year-on-year increase of 471.55% to 514.57%, driven by rising sales volumes and prices, as well as improved gross margins [4] - Conversely, Liuguo Chemical anticipates a net loss of 480 million to 410 million yuan for 2025, primarily due to significant increases in the prices of raw materials, including phosphate rock and sulfur, which have led to higher production costs [4] - Current reports indicate that the chemical industry is entering a phase of price validation, transitioning from a period of weak realities and strong expectations to a phase where price increases are being confirmed [4]

Group 1: Market Performance - The fertilizer and pesticide sector experienced a significant increase, with the index rising over 4% on February 25, 2023, and several companies, including Chuanjinnuo and Jinzengda, hitting the daily limit [1] - The prices of mainstream products such as urea, potassium sulfate compound fertilizer, and monoammonium phosphate have risen, with monoammonium phosphate (55% powder) reaching a market price of 3,850 yuan/ton, a year-on-year increase of 16.67% [1] Group 2: Company Insights - Jinzengda's spokesperson indicated that the spring and summer seasons are traditional peak sales periods for the fertilizer industry, with the next 100 days expected to be a sales peak due to seasonal demand [2] - The company relies on external procurement for raw materials like phosphate rock, phosphoric acid, sulfuric acid, and urea, which means that rising raw material prices will lead to higher end product prices [2] - Jinzengda's best-selling products include conventional compound fertilizers, with good sales also seen in new types of fertilizers like liquid fertilizers and foliar fertilizers [2] Group 3: Performance Forecasts - The chemical sector is experiencing a notable divergence in performance, with Limin Co. forecasting a net profit of 465 million to 500 million yuan for 2025, representing a year-on-year increase of 471.55% to 514.57% due to rising sales and prices [3] - Conversely, Liuguo Chemical anticipates a net loss of 480 million to 410 million yuan for 2025, primarily due to significant increases in raw material prices, including high phosphate rock prices and rising international sulfur prices [3] - Current reports indicate that the chemical industry is entering a phase of price validation following a period of valuation recovery driven by weak realities and strong expectations [3]

Group 1 - The fertilizer and pesticide sector experienced a significant surge, with the fertilizer and pesticide index rising over 4% on February 25, 2023, and several stocks, including Chuanjinnuo, hitting the daily limit [1] - The prices of mainstream fertilizers such as urea, potassium sulfate compound fertilizer, and monoammonium phosphate have increased, with monoammonium phosphate (55% powder) reaching a market price of 3,850 yuan/ton, a year-on-year increase of 16.67% [1] - The peak sales season for the fertilizer industry is approaching, expected to last for about 100 days, driven by seasonal demand and rising raw material costs [1] Group 2 - The company reported that conventional compound fertilizers are the best-selling products, with new types of fertilizers like liquid fertilizers and foliar fertilizers also performing well [2] - The company has established factories in various regions, including Guizhou, Xinjiang, Henan, Guangdong, and Liaoning, and has a strong sales presence in the eastern coastal areas [2] - A head of a leading fertilizer company indicated that the rise in raw material prices, including sulfur and sulfuric acid, will impact the company, and future product price adjustments will depend on terminal sales [2]

Market Overview - The market experienced a strong upward trend in early trading, with all three major indices rising over 1%. The total trading volume in the Shanghai and Shenzhen markets reached 1.52 trillion yuan, an increase of 10.4 billion yuan compared to the previous trading day [1] - Nearly 4,000 stocks in the market saw gains, driven by price increase catalysts in sectors such as rare earths, phosphate chemicals, shipping, and oil and gas [1][8] - The Shanghai Composite Index rose by 1.2%, the Shenzhen Component Index increased by 1.47%, and the ChiNext Index gained 1.43% [1] Sector Performance Rare Earths - The rare earth permanent magnet sector was notably active, with stocks like Northern Rare Earth and Baotou Steel rising to their daily limits. Heavy rare earth prices surged, with prices for yttrium reaching $850 per kilogram and dysprosium at $1,100 per kilogram, marking the highest levels since 2015 [3][18] - Analysts predict that the domestic rare earth prices will continue to rise, with expectations of sustained high growth in the rare earth industry through the first quarter of 2026 [3][18] Phosphate Chemicals - The phosphate chemical sector maintained its strong performance, with stocks such as Chengxing Phosphate and Liuguo Chemical achieving consecutive daily limits. The international price of phosphate fertilizers has exceeded $700 per ton due to supply chain restructuring [2][3] - Supply constraints from environmental policies and increasing demand from the new energy sector are tightening the supply-demand balance in the phosphate market [3] Lithium Mining - Lithium mining stocks also performed well, with companies like Dazhong Mining and Yongshan Lithium Industry hitting their daily limits. The price of lithium carbonate futures reached 170,000 yuan per ton, reflecting a nearly 5% increase [6][7] - UBS reports suggest that the global lithium market may enter a third super cycle, with demand expected to double to 3.4 million tons by 2030 [7] Shipping - The shipping sector saw significant price increases, with the cost of renting a super-large oil tanker to transport crude oil from the Middle East to China exceeding $170,000 per day, tripling since the beginning of the year [29] Stock Highlights - A total of 68 stocks hit their daily limits in early trading, with a limit-up rate of 82%. Notable stocks included Yunnan Tin and Huayou Cobalt, which are linked to the lithium and phosphate sectors [1][9] - The stock performance was driven by strong fundamentals and market sentiment surrounding price increases in key commodities [1][8]

Market Overview - On February 25, A-shares saw all three major indices rise by over 1%, with the Sci-Tech Innovation Index increasing by nearly 0.7%, and nearly 4,000 stocks in the market experiencing gains [9][10] - The total trading volume reached 1.45 trillion yuan, with a significant increase of 102.9 billion yuan compared to the previous day [10] Sector Performance - The fertilizer and pesticide sector experienced a surge, with stocks like Chuanjinnuo hitting the daily limit, and other companies such as Chitianhua and Yuntianhua also seeing significant gains due to rising prices of urea, potassium sulfate compound fertilizer, and monoammonium phosphate [10][11] - Shipping stocks collectively strengthened, with China Merchants Energy achieving a historical high, and other companies like COSCO Shipping Energy and COSCO Shipping Development also rising, driven by a spike in oil tanker spot freight rates reaching a nearly six-year high [11][12] - Lithium battery concept stocks saw substantial increases, with Hanrui Cobalt rising over 11%, and other companies like Wenkang New Energy and Nord Shares also performing well, as lithium carbonate futures broke through the 170,000 yuan mark, marking a significant daily increase of over 10% [12] International Market Trends - The Nikkei 225 index in Japan rose by 1.4%, reaching a historical high, while the Korean Composite Stock Price Index expanded its gains to 2%, also hitting a historical high, with automotive stocks like Kia and Hyundai seeing significant increases [14] - International gold and silver prices surged, with spot silver rising over 3% and spot gold briefly surpassing 5,190 USD per ounce [14][15]

Market Overview - The market experienced a strong upward trend in early trading on February 25, with all three major indices rising over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.52 trillion yuan, an increase of 10.4 billion yuan compared to the previous trading day [1] - Nearly 4,000 stocks in the market saw gains, driven by price increase catalysts [1] Sector Performance - The lithium mining sector saw a rapid surge, with major mining companies like Dazhong Mining hitting the daily limit [1] - The phosphorus chemical sector continued its strong performance, with companies such as Chengxing Co., Liuguo Chemical, and Hebang Bio achieving consecutive gains [1] - The rare earth permanent magnet sector was active, with Northern Rare Earth and Baogang Co. also reaching the daily limit [1] - Oil and gas stocks showed repeated strength, with Intercontinental Oil and Gas achieving consecutive gains [1] Declining Sectors - The film and cinema sector faced a downturn, with companies like Hengdian Film experiencing consecutive limit-downs [1] Index Performance - By the end of the trading session, the Shanghai Composite Index rose by 1.2%, the Shenzhen Component Index increased by 1.47%, and the ChiNext Index gained 1.43% [1]