Investment Rating - The investment rating for the chemical industry is "Positive" (maintained) [1] Core Views - The supply-demand situation for lithium hexafluorophosphate has improved, and prices are expected to rise further in the short term. As of October 10, 2025, the price of lithium hexafluorophosphate was 64,500 CNY/ton, up 29% since the end of June 2025, while the price of battery-grade lithium carbonate was 73,500 CNY/ton, up 20% [4][22][24] - The lithium battery industry is experiencing a surge in production, with a 10% month-on-month increase in October, driven by seasonal demand and a boom in energy storage [23] - The overall inventory of lithium hexafluorophosphate is at a low level, with only 1,500 tons available as of October 10, 2025, which is at the 35th percentile since 2019 [24] Summary by Sections Chemical Market Tracking and Event Commentary - The chemical industry index underperformed the CSI 300 index by 2.02% during the reporting period [15] - Among 529 stocks in the chemical sector, 370 stocks rose (69.94%), while 146 stocks fell (27.6%) [15] - The top ten gainers included companies like Chengxing Shares and Yueyang Xingchang, while the top ten losers included companies like Bluefeng Biochemical and Yiyuan Shares [15] Key Product Tracking - The chemical fiber market remains stable, with polyester filament prices showing slight fluctuations [28][29] - The price of urea has continued to decline, with the average price dropping to 1,609 CNY/ton, a decrease of 2.54% [43] - Phosphate rock prices have remained stable, with the average price for 30% grade phosphate rock at 1,017 CNY/ton [44] Recommended and Beneficiary Stocks - Recommended stocks include leading companies in the chemical sector such as Wanhua Chemical, Hualu Hengsheng, and Hengli Petrochemical [6] - Beneficiary stocks in the lithium hexafluorophosphate sector include Tianji Shares, Shida Shenghua, and Duofluor [24][25]

Core Viewpoint - The company, Shida Shenghua New Materials Group Co., Ltd., is set to hold a half-year performance briefing on October 16, 2025, to discuss its operational results and financial status for the first half of 2025, allowing investors to engage in Q&A sessions [2][3][4]. Group 1: Meeting Details - The meeting will take place on October 16, 2025, from 09:00 to 10:00 [5]. - It will be held at the Shanghai Stock Exchange Roadshow Center, accessible online [4][5]. - Investors can participate through the internet and submit questions in advance from October 9 to October 15, 2025 [6]. Group 2: Company Communication - The company aims to provide a comprehensive understanding of its half-year performance and financial indicators during the briefing [2][3]. - The company will address commonly raised questions from investors during the session [3][6]. - Contact information for inquiries includes a designated email and phone number for investor relations [6].

New Stock Offerings - The tender offer for Shangwei New Materials (688585) is open from September 29, 2025, to October 28, 2025[1] - Zitian Tui (300280) is in the delisting adjustment period with only 2 trading days remaining until the last trading day[1] Market Alerts - Kesi Technology (688788) and Pinming Technology (688109) have recent announcements but no specific details provided[1] - Magu Technology (688448) is experiencing severe abnormal fluctuations[1] Trading Updates - Multiple companies including Dongjing (002199) and Guosheng Jinkong (002670) have announcements dated October 9, 2025, indicating ongoing trading activities[1] - Companies like Hunan Yuneng (301358) and Wanrun New Energy (688275) have announcements from October 1, 2025, indicating recent trading updates[1] Financial Disclosures - Several companies have disclosed their financial information, with specific announcements linked to their respective stock codes[1] - The report includes links to detailed announcements for various companies, providing transparency in their financial activities[1]

证券代码：603026 证券简称：石大胜华 公告编号：临 2025-065 石大胜华新材料集团股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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。 （一）会议召开时间：2025 年 10 月 16 日（星期四）09:00-10:00 （二）会议召开地点：上证路演中心 重要内容提示： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 10 月 9 日（星期四）至 10 月 15 日（星期三） 16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过 公司邮箱 sdsh@sinodmc.com 进行提问。公司将在说明会上对投资者 普遍关注的问题进行回答。 石大胜华新材料集团股份有限公司（以下简称"公司"）已于 2025 年 8 月 26 日发布公司 2025 年半年度报告，为便于广大投资者 更全面深入地了解公司 2025 年半年度经营成果、财务状况，公司计 划于 2025 年 10 月 16 日 ...

Core Points - The company plans to revise its Articles of Association, which will require approval from the shareholders' meeting before taking effect [1][2][3] - The company will also revise certain governance systems to comply with the latest legal requirements and improve its corporate governance structure [2][4] Meeting Details - The fifth extraordinary shareholders' meeting is scheduled for October 24, 2025, at 14:00 [4][5] - Voting will be conducted through a combination of on-site and online methods using the Shanghai Stock Exchange's voting system [4][5][8] - Shareholders must register for the meeting between October 16, 2025, and October 24, 2025 [13][14] Agenda Items - The meeting will review several proposals, including the cancellation of the supervisory board and amendments to the Articles of Association [7][38] - The company will also propose the reappointment of the auditing firm for the 2025 fiscal year [7] - Specific resolutions will be voted on, including those related to governance system revisions [7][41] Financial Performance - For the first half of 2025, the company reported revenue of 3.01 billion yuan, a year-on-year increase of 14.87%, but a net loss of 56.34 million yuan, a decrease of 248.03% compared to the previous year [20][28] - The decline in profit is attributed to weak downstream demand, increased capacity, and falling prices [20][28] Stock Trading Anomalies - The company's stock experienced a significant price fluctuation, with a cumulative closing price deviation exceeding 20% over three consecutive trading days [20][22] - The company confirmed that there are no undisclosed significant events affecting stock trading [23][24][26]

Group 1 - The company has decided to abolish the supervisory board and transfer its responsibilities to the audit committee of the board of directors to enhance corporate governance and compliance with legal regulations [1] - The current non-employee representative supervisors will be relieved of their duties upon the approval of the shareholders' meeting regarding the cancellation of the supervisory board [1] - The employee representative supervisor will also be relieved of their position according to relevant laws and regulations [1] Group 2 - The company plans to amend its articles of association in accordance with the cancellation of the supervisory board and relevant legal requirements [2] - The management is authorized to handle the amendments to the articles of association and related business registration changes [2]

一、监事会会议召开情况 （一）本次监事会会议的召开符合有关法律、行政法规、部门规章、规范性文件和公司章程的规定。 （二）本次监事会会议于2025年9月24日以邮件、电话方式向公司监事会全体监事发出第八届监事会第 十五次会议通知和材料。 （三）本次监事会会议于2025年9月30日以通讯表决方式在山东省东营市垦利区同兴路198号石大胜华办 公楼A326室召开。 （四）本次监事会应出席的监事3人，实际参与表决的监事3人。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603026 证券简称：石大胜华 公告编号：临2025-060 石大胜华新材料集团股份有限公司 第八届监事会第十五次会议决议公告 本公司监事会及全体监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。 （五）本次监事会会议由监事会主席高建宏先生主持。 二、监事会会议审议情况 （一）通过《关于取消监事会并修订〈公司章程〉的议案》。 监事会认为：根据《公司法》《上市公司章程指引》等有关法律法规的规定，结合公司实际情况，公司 不再设置监事会和监事，《公司法》规定的监事会职权由董事 ...

Group 1 - The Hong Kong stock market has shown positive performance with notable gains in technology-related companies such as Alibaba, Kuaishou, and SMIC, leading to increased expectations for the A-share market post-holiday [1] - 20 companies have announced share reduction plans, with 9 of them being new reduction plans, including Zhangjiang Hi-Tech, Zhejiang Wenlian, RunDa Medical, and Suotong Development [2] - Zhangjiang Hi-Tech plans to reduce its shares by up to 15,486,895 shares, not exceeding 1% of the total shares, within three months after the announcement [2] Group 2 - Lin'an Xinjing intends to reduce up to 23,746,800 shares, which is 1.60% of the total share capital, with specific limits for different trading methods [4] - RunDa Medical's shareholders, Zhu Wenyi and Liu Hui, plan to reduce their holdings by up to 10,540,000 shares and 7,460,000 shares respectively, representing 1.75% and 1.24% of the total shares [10] - Three companies have issued delisting risk warnings, including ST Dongshi, ST Suwu, and ST Zhengping, indicating potential risks of stock delisting due to low share prices [12] Group 3 - Eight companies have reported abnormal stock trading fluctuations, including Shida Shenghua, Pinming Technology, and Fengshan Group, which have issued announcements regarding these trading anomalies [12]

Core Points - The company Shida Shenghua New Materials Group Co., Ltd. released its articles of association in September 2025, detailing its organizational structure and operational management to protect the rights of shareholders, employees, and creditors while promoting long-term development [1][3] - The company was established in 2002 and listed on the Shanghai Stock Exchange in May 2015, with a registered capital of 232.7 million yuan and a total of 232,701,014 shares [1] - The articles of association comprehensively cover the company's business objectives, scope, share issuance, shareholder rights and obligations, board responsibilities, financial accounting systems, profit distribution, and other governance matters [1][2] Governance Structure - The board of directors consists of 9 members, including a chairman and a vice chairman, responsible for major decisions regarding business plans and investment proposals [1] - The management team is tasked with daily operations and executing board resolutions, enhancing decision-making and governance levels through specialized committees [1] Financial and Reporting Standards - The company adheres to a stable profit distribution policy, prioritizing cash dividends, and has established regulations for internal audits and the appointment of accounting firms [2] - Notifications and announcements are clearly defined in terms of format, delivery methods, and media [2] Institutional Support - The release of the articles of association is expected to provide a solid institutional guarantee for the company's standardized operations and sustainable development [3]

证券代码：603026 证券简称：石大胜华 公告编号：临 2025-064 石大胜华新材料集团股份有限公司 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个别及连带责任。 重要内容提示： 一、股票交易异常波动的具体情况 公司股票于2025 年 9 月 26 日、9 月 29 日、9 月 30 日连续三个交易日内日 收盘价格涨幅偏离值累计超过20%，根据《上海证券交易所交易规则》的有关 规定，属于股票交易价格异常波动。 二、公司关注并核实的相关情况 针对公司股票交易异常波动的情况，公司对有关事项进行核查，并发函问 询了公司控股股东、实际控制人等相关方，现将有关核实情况说明如下： （一）生产经营情况 经公司自查，公司目前生产经营情况正常。公司市场环境或行业政策没有 发生重大调整、生产和销售等情况没有出现大幅波动、内部生产经营秩序正常， 不存在其他应披露而未披露的重大信息。 3 石大胜华新材料集团股份有限公司（以下简称"公司"）股票（股票简称： 石大胜华 股票代码：603026）于2025年9月26日、9月29日、9月3 ...