关于石大胜华新材料集团股份有限公司 向特定对象发行股票限售股上市流通的核查意见 根据《证券发行上市保荐业务管理办法》《上海证券交易所股票上市规则》 《上海证券交易所上市公司自律监管指引第 1 号——规范运作》《上海证券交易 所上市公司自律监管指引第 11 号——持续督导》等有关法律、法规的规定，申 万宏源证券承销保荐有限责任公司（以下简称"申万宏源承销保荐"或"保荐机 构"）作为石大胜华新材料集团股份有限公司（以下简称"石大胜华"、"上市 公司"或"公司"）持续督导工作的保荐机构，对石大胜华向特定对象发行股票 限售股上市流通事项进行了审慎核查，并出具核查意见如下： 一、本次上市流通的限售股类型 2024 年 9 月 19 日，公司收到中国证监会出具的《关于同意石大胜华新材料 集团股份有限公司向特定对象发行股票注册的批复》（证监许可〔2024〕1288 号）， 同意公司向特定对象发行股票的注册申请。 申万宏源证券承销保荐有限责任公司 公司 2022 年度向特定对象发行 A 股股票（以下简称"本次发行"）30,021,014 股（含本数），已于 2025 年 8 月 19 日在中国证券登记结算有限责任公司上海分 ...

申万宏源证券承销保荐有限责任公司 关于石大胜华新材料集团股份有限公司 2、该议案经公司第八届董事会独立董事 2025 年第六次专门会议、公司第八届董 事会审计委员会第十二次会议审议通过，一致同意《关于确认公司 2025 年度与关联方 之间关联交易及 2026 年度日常关联交易预计情况的议案》并提交公司董事会审议。 3、2026 年 1 月 19 日，公司召开 2026 年第二次临时股东会审议通过了《关于确 认公司 2025 年度与关联方之间关联交易及 2026 年度日常关联交易预计情况的议案》， 关联股东青岛中石大控股有限公司、青岛军民融合发展集团有限公司、青岛开发区投 资建设集团有限公司、郭天明、山东惟普新材科技有限公司已回避表决。 （二）2025 年度日常关联交易执行情况 公司 2025 年度与关联方日常关联交易情况主要为接受劳务、担保等，交易价格均 按市场定价制定，具有公允性及合理性。非合并关联方主要为联营企业以及受同一实 际控制人控制的关联方。具体情况见下表： 单位：万元 2025 年度与关联方之间关联交易确认及 2026 年度日常关联交易 预计的核查意见 申万宏源证券承销保荐有限责任公司（以下简称" ...

Group 1 - The lithium battery electrolyte index has strengthened, with most constituent stocks showing an upward trend [1] - Companies such as Xinzhou Bang have increased by over 8%, while others like Shanshan Co., Ltd., Shida Shenghua, Tianji Co., Ltd., and Huasheng Lithium Battery also experienced gains [1]

Core Viewpoint - The announcement details the share pledge and release activities of a major shareholder, Qingdao Development Zone Investment Construction Group Co., Ltd., regarding its holdings in Shida Shenghua New Materials Group Co., Ltd. Group 1: Shareholder Information - Qingdao Development Zone Investment Construction Group Co., Ltd. holds 15,201,000 shares of the company, accounting for 6.53% of the total share capital [2] - The shareholder has released 7,600,500 shares from pledge, which represents 50.00% of its holdings and 3.27% of the company's total share capital [2] Group 2: Pledge and Release Details - The release of the pledged shares is part of a plan for potential future pledges, and the shareholder has already completed the necessary procedures for re-pledging [3] - The newly pledged shares do not involve guarantees for major asset restructuring or performance compensation [4] Group 3: Impact on Company Operations - The pledge of shares by the shareholder will not affect the company's daily operations, and the company will continue to monitor the situation and fulfill its information disclosure obligations [5]

证券代码：603026 证券简称：石大胜华 公告编号：临 2026-007 石大胜华新材料集团股份有限公司 关于持股 5%以上股东部分股份解除质押及再质押 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个别及连带责任。 重要内容提示： 公司于近日接到开投集团通知，获悉其所持有本公司的部分股份被质押，具 体事项如下： 1.本次股份质押基本情况 | 股东名称 | 是否为 控股股 | 本次质押股 数 | 是否为 限售股 （如是， | 是否 补充 | 质押起始日 | 质押到期日 | 质权人 | 占其所 持股份 | 占公司 总股本 | 质押融 资资金 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 东 | | 注明限 | 质押 | | | | 比例 | 比例 | 用途 | | | | | 售类型） | | | | | | | | | 青岛开发区投 | | | | | 2026 年 2 月 | 2033年 2 月 | 中国东方资 | | | ...

Core Viewpoint - The epoxy propylene sector has experienced a significant price surge since January, with various companies seeing substantial stock price increases, driven by supply-demand dynamics and market speculation [2][3][4]. Price Increase - In January, stock prices of companies related to epoxy propylene saw remarkable increases, with Meibang Technology rising by 67.45% and Hongbaoli by 68.92% [3]. - The benchmark price of epoxy propylene reached 8200.00 yuan/ton by January 30, marking a 6.03% increase from the beginning of the month, with some periods seeing nearly a 10% rise [4]. Supply and Demand Dynamics - The price increase is attributed to changes in the supply-demand landscape, with reduced operating loads in northern regions and a positive outlook in the downstream market leading to increased purchasing activity [4][5]. - The cancellation of export tax rebates for certain products is expected to drive a surge in orders before the April deadline, further boosting demand for epoxy propylene [5]. Market Trends - Despite the price surge, there are signs of a cooling market as purchasing sentiment declines due to high prices, leading to a potential downward adjustment in prices [6]. - The epoxy propylene industry is currently experiencing an oversupply situation, with low operating rates and expected new capacity additions by 2026 [6][7]. Demand Growth - Although there is oversupply, demand for epoxy propylene is showing slight growth, particularly in the appliance and export sectors, which is helping to sustain overall demand [7]. - The market is expected to experience fluctuations in February, with potential price rebounds later in the month as downstream factories resume operations [8].

Group 1 - Tianji Co., Ltd. is approaching a limit-up in stock price [1] - Other companies such as Guocheng Mining, Dazhong Mining, Duofluo, Haike Xinyuan, Qingshuiyuan, Shidashenghua, Defang Nano, and Tianci Materials are experiencing a rise in stock prices as well [1]

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。 石大胜华新材料集团股份有限公司（以下简称"公司"）于近日收到申万宏 源证券承销保荐有限责任公司（以下简称"申万宏源承销保荐"）出具的《关于 更换石大胜华新材料集团股份有限公司持续督导保荐代表人的函》。 证券代码：603026 证券简称：石大胜华 公告编号：临 2026-006 石大胜华新材料集团股份有限公司 关于更换持续督导保荐代表人的公告 特此公告。 石大胜华新材料集团股份有限公司董事会 2026 年 1 月 30 日 附件：刘智博先生简历 刘智博先生，保荐代表人，硕士研究生学历，现任申万宏源证券承销保荐有 限责任公司执行董事。自从事投资银行业务以来，作为签字保荐代表人完成的证 券发行项目有中欣氟材（002915）再融资、奇正藏药（002287）再融资、中欣氟 材（002915）IPO 项目、白云机场（600004）再融资、永清环保（300187）再融 资等项目。 申万宏源承销保荐作为公司向特定对象发行股票项目的保荐人，原指定彭奕 洪先生、于冬梅女士担任本项目持续督导保荐 ...

Group 1 - The core viewpoint of the news is that Shida Shenghua's stock has shown fluctuations in price and trading volume, with a recent increase of 2.04% to 71.97 CNY per share, and a total market capitalization of 16.747 billion CNY [1] - As of January 23, the company has experienced a year-to-date stock price decline of 3.80%, with a 0.81% increase over the last five trading days, a 9.41% decrease over the last 20 days, and a 24.49% increase over the last 60 days [1] - The company specializes in deep processing of basic organic chemical products, focusing on an integrated industrial chain around carbonate products, with main business revenue composition including dimethyl carbonate series (41.85%), other product series (25.70%), MTBE series (18.39%), trading products (12.51%), liquefied gas series (1.09%), and others (0.46%) [1] Group 2 - As of September 30, the number of shareholders for Shida Shenghua increased by 12.68% to 42,000, while the average circulating shares per person decreased by 11.25% to 4,825 shares [2] - For the period from January to September 2025, the company achieved operating revenue of 4.635 billion CNY, representing a year-on-year growth of 11.41%, but reported a net profit attributable to shareholders of -62.2018 million CNY, a decrease of 652.16% compared to the previous year [2] - Since its A-share listing, Shida Shenghua has distributed a total of 636 million CNY in dividends, with 68.9112 million CNY distributed over the last three years [3]

Group 1 - Meibang Technology focuses on the research and production of epoxy propane and downstream polyether polyols, benefiting from a clean production process and stable capacity, which enhances business profitability when epoxy propane prices rise [1][29] - Hongqiang Co., Ltd. produces concrete additives that utilize epoxy propane-derived polyether polyols, allowing for cost transfer to customers when prices rise, while also benefiting from the green building certification and infrastructure investment cycles [2][30] - Weiyuan Co., Ltd. has a large capacity for epoxy propane and integrates its production with other chemicals, which helps mitigate raw material price fluctuations and enhances profitability [3][31] Group 2 - Hongbaoli is a leading supplier of polyurethane insulation materials, with its core product being rigid polyether polyols, directly linked to epoxy propane prices, allowing for price adjustments through long-term agreements [4][32] - Yinuowei relies heavily on epoxy propane for its polyurethane products, maintaining stable relationships with downstream customers and benefiting from the rapid expansion of the new energy sector [5][33] - Yida Co., Ltd. has developed its own epoxy propane production technology and offers a range of solvents, benefiting from the green development policies and enhancing cost control through efficient procurement [6][34] Group 3 - Bohai Chemical leverages its location in the Beijing-Tianjin-Hebei petrochemical cluster to enhance its epoxy propane production, benefiting from regional supply advantages and low-carbon transformation initiatives [7][35] - China Chemical, as a state-owned enterprise, benefits from the rising demand for engineering services related to epoxy propane production, supported by its global project experience and technological capabilities [8][36] - Weixing Chemical has a complete C3 industrial chain layout, with significant cost advantages in epoxy propane production, and is actively expanding into new energy materials [9][36] Group 4 - Huaitai Co. integrates its chemical production with green paper-making concepts, enhancing profitability through the rising prices of epoxy propane while maintaining a focus on sustainable practices [10][38] - Kent Catalysts specializes in catalysts for epoxy propane production, benefiting from the industry's growth and focusing on high-end catalyst development for new energy applications [11][39] - Dongfang Shenghong has a vertically integrated "refining-polyester" chain, leveraging the high demand for epoxy propane to enhance profitability while expanding into photovoltaic materials [12][40]