Group 1 - Heng Rui Medicine's HRS-5346 tablet has been included in the list of breakthrough therapeutic varieties by the National Medical Products Administration, with a total R&D investment of approximately 76.3 million yuan [2] - Yu Guang Jin Lead announced a significant stock price increase of 45.01% over five trading days, expressing uncertainty about the future price of silver [3] - Dongcai Technology's actual controller and vice chairman has been detained for investigation, but the company states that this will not significantly impact its normal operations [4] Group 2 - Aisen Co. plans to invest 2 billion yuan to establish an integrated circuit materials manufacturing base in East China, with the first phase expected to be operational by 2028 [5] - Jingpin Special Equipment has been banned from participating in procurement activities for three years, but the impact on overall operations is considered limited [6] - Nanhua Futures' overseas subsidiary has obtained membership at the Nodal Exchange, allowing it to trade and clear related products [7] Group 3 - Di'er Laser is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange to enhance its international strategy [8] - Zhong Rare Earth expects a net profit of 100 million to 130 million yuan in 2025, reversing a loss from the previous year due to market improvements [10] - Shen Nan Circuit anticipates a net profit increase of 68% to 78% in 2025, driven by demand in AI computing and smart automotive sectors [11] Group 4 - Hai Xin Energy Science and Technology expects a net loss of 450 million to 640 million yuan in 2025, although this is an improvement from the previous year's loss [12] - Nan Ya New Materials forecasts a net profit increase of 337% to 417% in 2025, attributed to a recovery in the copper-clad laminate industry [13] - CanSino expects a net profit of 24.5 million to 29 million yuan in 2025, driven by the growth of its quadrivalent meningococcal vaccine [14] Group 5 - Zhi Guang Electric anticipates a net profit of 110 million to 160 million yuan in 2025, reversing a previous loss due to growth in its energy storage business [15] - Dongfang Securities expects a net profit increase of 67.8% in 2025, benefiting from capital market opportunities [17] - Jinlong Automobile forecasts a net profit increase of 193.68% in 2025, supported by growth in overseas markets [18] Group 6 - Zhen Lei Technology expects a net profit increase of 529.64% to 642.26% in 2025, driven by demand in special integrated circuits [19] - Yong Ding Co. anticipates a net profit of 200 million to 300 million yuan in 2025, reflecting significant growth from investment income [20] - Xiamen Tungsten's preliminary report indicates a net profit of 2.311 billion yuan in 2025, a 35.08% increase year-on-year [21] Group 7 - Guo Dun Quantum expects a net profit of 5 million yuan in 2025, marking a return to profitability [22] - Shi Jia Photon forecasts a net profit increase of approximately 426% in 2025, driven by growth in optical chip orders [23] - Ningbo Fubang anticipates a net profit increase of 3099.59% to 4379.43% in 2025, largely due to rising silver prices and significant non-recurring gains [24] Group 8 - Huasheng Lithium Battery plans to adjust its share repurchase price limit from 32 yuan to 150 yuan per share [26] - Aonong Biological announced plans for multiple shareholders to reduce their stakes [28] - Pizaihuang's controlling shareholder intends to increase its stake by 300 million to 500 million yuan [29]

东材科技公告，公司于2026年1月27日收到高金技术产业集团有限公司通知，高金集团于近日收到四川 省监察委员会签发的关于公司实际控制人、副董事长熊海涛被留置、立案调查的通知书。截至本公告披 露日，公司未被要求协助调查。截至本公告披露日，公司其他董事和高级管理人员均正常履职，董事会 运作正常，生产经营管理情况正常，上述事项不会对公司正常生产经营产生重大影响。 ...

证券代码：601208 证券简称：东材科技 公告编号：2026-017 四川东材科技集团股份有限公司(以下简称"公司"或"本公司")于 2026 年 1 月 27 日收到高金技术产业集团有限公司（以下简称"高金集团"）通知， 高金集团于近日收到四川省监察委员会签发的关于公司实际控制人、副董事长熊 海涛女士被留置、立案调查的通知书。截至本公告披露日，公司未被要求协助调 查。 公司拥有完善的组织架构和规范的治理体系，将按照《公司法》、《上海证 券交易所股票上市规则》、《上市公司治理准则》及《公司章程》等法律法规和 相关制度进行规范运作。截至本公告披露日，公司其他董事和高级管理人员均正 常履职，董事会运作正常，生产经营管理情况正常，上述事项不会对公司正常生 产经营产生重大影响。 截至本公告披露日，公司尚未知悉上述事项的进展及结论，公司将持续关注 上述事项的后续情况，并严格按照有关法律、法规和规范性文件的规定及时履行 信息披露义务。公司指定的信息披露媒体为《中国证券报》、《上海证券报》及 上海证券交易所网站（www.sse.com.cn），有关公司信息以公司在上述媒体刊登 的公告为准。 敬请广大投资者理性投资，注意投 ...

Investment Rating - Industry Rating: Overweight [2] Core Insights - The chemical industry is experiencing a dual drive of cyclical recovery and growth, with a recommendation to focus on sectors such as organic silicon, PTA, polyester filament, caprolactam, spandex, vitamins, sweeteners, refrigerants, and phosphorus chemicals [5][6] - The organic silicon industry is entering a recovery phase, with new applications becoming key growth drivers. From 2019 to 2024, domestic DMC capacity is expected to expand rapidly, leading to a temporary oversupply and price decline. However, by 2025, no new capacity is anticipated, and demand from emerging sectors like new energy vehicles and photovoltaics is expected to maintain high growth [5][6] - The PTA/polyester filament industry is approaching a turning point, with capacity expansion cycles nearing their end. The demand side is expected to continue growing, supported by improved external demand due to easing trade tensions [6] - Refrigerants are entering a high prosperity cycle due to quota policies that will reduce supply while demand remains stable, driven by market expansion in Southeast Asia and the development of heat pumps and cold chain markets [7] - The synthetic biology sector is poised for significant growth as fossil-based materials face disruptive challenges, with a focus on energy-efficient products and the potential for bio-based materials to see explosive demand [8] - OLED technology is rapidly penetrating various markets, with government policies supporting the development of new display industries and accelerating the localization of key materials and equipment [9] - The demand for electronic chemicals is increasing due to the rapid growth of the semiconductor industry, particularly in China, where the market is heavily reliant on imports [11] Summary by Sections Industry Performance - The chemical sector ranked 4th in overall performance for the week of January 19-23, 2026, with a gain of 7.29%, outperforming the Shanghai Composite Index by 6.45 percentage points [5][20] - The top-performing sub-sectors included textile chemical products (13.10%), nitrogen fertilizers (10.58%), and other chemical raw materials (10.09%) [21] Key Company Dynamics - The top three gaining companies for the week were Jianghua Micro (46.41%), Jiuding New Materials (28.47%), and Hongbaoli (26.73%) [26] - The companies in focus for potential investment include KaiSai Biological, Huaheng Biological, and other leading firms in synthetic biology and electronic chemicals [8][11][32] Industry Developments - The Ministry of Industry and Information Technology has issued guidelines for the construction of zero-carbon factories, aiming to establish a benchmark by 2027 across various sectors [35] - The U.S. government plans to finalize the 2026 biofuel blending quotas, maintaining high growth targets while addressing industry concerns [35]

Investment Rating - The industry rating is "Strongly Outperform the Market," indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% in the next 6 months [44]. Core Insights - The Wind New Materials Index closed at 6029.22 points, reflecting a week-on-week increase of 4.32%. The semiconductor materials index rose by 0.14%, while the organic silicon materials index increased by 4.15% [3][10]. - DRAM prices have surged by over 10% due to AI demand, with predictions of a 55-60% increase in contract prices for the first quarter. This trend is driven by strong contract price increases and the growing need for advanced memory products for AI servers [4][25][26]. - Newhan New Materials announced a cash acquisition of 51% of Hai Rui Te Engineering Plastics Co., Ltd. for 12.8826 million yuan, enhancing its position in the PEEK resin market [4][29]. Market Overview - The semiconductor materials sector is experiencing rapid domestic production acceleration, with significant expansion in downstream wafer factories. Companies like Tongcheng New Materials are making strides in import substitution [4][25]. - The demand for high-performance materials is expected to grow as domestic manufacturing upgrades continue, positioning the new materials industry for rapid development [4][25]. - The photovoltaic and wind power sectors are thriving under the carbon neutrality initiative, with recommendations to focus on upstream raw material companies like Hosheng Silicon Industry and Lianhong New Technology [4][25].

Investment Rating - The report maintains a strong rating for the chemical industry, indicating a positive outlook for the sector [5]. Core Insights - The chemical sector has shown resilience with the CITIC Basic Chemical Index rising by 5.73% and the Shenwan Chemical Index increasing by 7.29% this week [13][16]. - Key sub-industries such as soda ash, chlor-alkali, and dyeing chemicals have experienced significant price increases, with soda ash rising by 13.3% [16]. - The report highlights the competitive strength of domestic tire manufacturers and suggests focusing on companies like Sailun Tire and Linglong Tire as potential growth opportunities [4]. - The polyurethane project by Huide Technology, with an annual production capacity of 600,000 tons, has commenced, indicating strategic growth in the new materials sector [3]. - The report emphasizes the tightening supply-demand dynamics in the phosphate chemical sector due to environmental regulations and increasing demand from the new energy sector [4]. Summary by Sections Market Overview - The Shanghai Composite Index increased by 0.84%, while the ChiNext Index decreased by 0.34% [13]. - The overall performance of the chemical sector is positive, with notable gains in various sub-industries [16]. Key Sub-Industry Developments - **Polyurethane**: The price of pure MDI in East China is reported at 17,600 RMB/ton, showing a week-on-week decline of 1.12% [28]. - **Tires**: The operating load for all-steel tires in Shandong is at 62.70%, reflecting a year-on-year increase of 20.70% [49]. - **Fertilizers**: Urea prices are at 1,757.45 RMB/ton, with a week-on-week decrease of 0.4% [63]. - **Vitamins**: The price of Vitamin A is reported at 61.5 RMB/kg, down 1.6% week-on-week [79]. Investment Themes - **Tire Sector**: Domestic tire companies are positioned strongly, with a focus on growth stocks [4]. - **Consumer Electronics**: Recovery in demand is anticipated, benefiting upstream material companies [4]. - **Phosphate Chemicals**: Supply constraints due to environmental policies are expected to tighten the market [4]. - **Vitamin Supply**: Supply disruptions in Vitamin A and E are noted, creating potential investment opportunities [4].

（记者 王晓波） 每经头条（nbdtoutiao）——地方国资开始"抄底"法拍房！单价六七千元"扫货"广州南沙区超60套房 源，同小区二手房挂牌均价逾2万元 每经AI快讯，东材科技1月23日晚间发布公告称，公司持有控股子公司河南华佳新材料技术有限公司约 61.58%股权。公司拟将持有的河南华佳约31.43%股权转让给胜业电气股份有限公司，交易对价为人民 币6692.58万元。本次交易完成后，公司持有河南华佳的股权比例将由约61.58%减少至约30.15%，河南 华佳不再是公司的控股子公司，不再纳入公司合并报表范围。 ...

每经AI快讯，东材科技1月23日晚间发布公告称，公司第七届第三次董事会会议于2026年1月22日在公 司会议室以现场与通讯相结合的方式召开。会议审议了《关于转让控股子公司河南华佳部分股权的议 案》等文件。 （记者 王晓波） 每经头条（nbdtoutiao）——地方国资开始"抄底"法拍房！单价六七千元"扫货"广州南沙区超60套房 源，同小区二手房挂牌均价逾2万元 ...

证券代码：601208 证券简称：东材科技 公告编号：2026-014 交易概况：四川东材科技集团股份有限公司（以下简称"公司"或"本 公司"）持有控股子公司河南华佳新材料技术有限公司（以下简称"河南华佳" 或"目标公司"）61.5762%股权。公司拟将持有的河南华佳 31.4265%股权转让 给胜业电气股份有限公司（以下简称"胜业电气"或"受让方"），交易对价为人 民币 6,692.58 万元。本次交易完成后，公司持有河南华佳的股权比例将由 61.5762%减少至 30.1498%，河南华佳不再是公司的控股子公司，不再纳入公司 合并报表范围。 本次交易不构成关联交易，亦不构成《上市公司重大资产重组管理办法》 等法律法规规定的重大资产重组情形。 本次股权转让事项已经公司第七届董事会战略委员会 2026 年第一次会 议、第七届董事会第三次会议审议通过，根据《公司章程》相关规定，尚需提交 公司 2026 年第二次临时股东会审议批准。 公司不存在为河南华佳提供担保、委托其理财的情形，河南华佳不存在 占用上市公司资金的情形。 交易方已签署《附条件生效的股权转让协议》，就本次交易事项达成初步 意向，但后续交易的实施尚需 ...

河南华佳新材料技术有限公司 审计报告及财务报表 二○二四年至二〇二五年九月 河南华佳新材料技术有限公司 审计报告及财务报表 （2024 年 01 月 01 日至 2025 年 9 月 30 日止） | | | 目录 | 页次 | | --- | --- | --- | --- | | 一、 | 审计报告 | | 1-3 | | 二、 | 财务报表 | | | | | 资产负债表 | | 1-2 | | | 利润表 | | 3 | | | 现金流量表 | | 4 | | | 所有者权益变动表 | | 5-6 | | | 财务报表附注 | | 1-71 | 审计报告 信会师报字[2026]第 ZC50004 号 胜业电气股份有限公司董事会： 一、 审计意见 我们审计了河南华佳新材料技术有限公司（以下简称河南华佳） 财务报表，包括 2024 年 12 月 31 日、2025 年 9 月 30 日的资产负债 表，2024 年度、2025 年 1-9 月的利润表、现金流量表、所有者权益 变动表以及相关财务报表附注。 我们认为，后附的财务报表在所有重大方面按照财务报表附注二 所述的编制基础编制。 二、 形成审计意见的基础 ...