南财智讯2月8日电，振华股份公告，因全资子公司重庆民丰化工有限责任公司迁建"铬钛新材料绿色智 能制造环保搬迁项目"资金需求，公司与中国建设银行股份有限公司重庆潼南支行签订《保证合同》， 为其提供不超过人民币76000.00万元的连带责任担保；因控股子公司厦门首能科技有限公司经营性资金 需求，公司与中国农业银行股份有限公司厦门莲前支行签订《最高额保证合同》，为其办理最高额度为 人民币2000.00万元的综合授信业务提供连带责任担保。上述担保均无反担保。 ...

| 证券代码：603067 | 证券简称：振华股份 | 公告编号：2026-014 | | --- | --- | --- | | 债券代码：113687 | 债券简称：振华转债 | | 担保对象及基本情况 湖北振华化学股份有限公司 关于为控股子公司提供担保的公告 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。 重要内容提示： | 被担保人名称 | 本次担保金额 | 实际为其提供的 担保余额（不含本 次担保金额） | | | 是否在前期 预计额度内 | 本次担保是 否有反担保 | | --- | --- | --- | --- | --- | --- | --- | | 重庆民丰化工有限责任公司 | 76,000 万元 | | 0 | 万元 | 是 | 否 | | 厦门首能科技有限公司 | 2,000 万元 | | 4,895 | 万元 | 是 | 否 | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | 截至本公告日上市公司及其控股 | 94,000 | | 子公司对外担保总额（万 ...

每经头条（nbdtoutiao）——爱泼斯坦案再爆新料：多名政商大佬被点名；OpenClaw横空出世！专家警 告你的世界正被"接管"；SpaceX吞并xAI，特斯拉股东怒斥 每经AI快讯，振华股份2月8日晚间发布公告称，截至本公告日，公司实际对外担保总额为9.4亿元人民 币，占上市公司2024年度经审计归属于上市公司股东净资产的29.76%。 （记者 胡玲） ...

证券之星消息，2月3日化学原料板块较上一交易日上涨2.76%，江天化学领涨。当日上证指数报收于 4067.74，上涨1.29%。深证成指报收于14127.1，上涨2.19%。化学原料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300927 | 江天化学 | 33.75 | 11.39% | 19.97万 | | 6.52亿 | | 301256 | 华融化学 | 16.12 | 6.97% | 18.65万 | | 2.96亿 | | 000510 | 新金路 | 15.64 | 6.25% | 85.94万 | | 13.19亿 | | 000683 | 博源化工 | 8.15 | 5.71% | 1 77.83万 | | 6.28亿 | | 603067 | 振华股份 | 35.10 | 5.37% | 18.33万 | | 6.33亿 | | 000691 | *ST亚太 | 8.72 | 5.06% | 7.00万 | | 5973.42万 | ...

Summary of Conference Call on Chemical Materials in Commercial Aerospace Industry Overview - The commercial aerospace sector has a significant demand for specialty chemical materials, including carbon fiber, epoxy resin, ceramic shells, thermal insulation materials (PI, PET), and high-temperature alloys (containing chromium salts, tantalum, and niobium) due to their superior performance and adaptability to space environments [1][3]. Key Insights and Arguments - **Ceramic Shells**: The highest value chemical material in satellite manufacturing, with a single satellite requiring approximately 1 million yuan worth of ceramic shells. If 4,000 satellites are launched over three years, the market size could reach 4 billion yuan, presenting substantial opportunities for suppliers [1][4][6]. - **Carbon Fiber**: Used extensively in satellites, with each satellite utilizing tens to hundreds of kilograms. The price ranges from hundreds of thousands to millions per ton, indicating a broad market potential as a significant growth point in commercial aerospace chemical materials [1][4][6]. - **Tantalum and Niobium Alloys**: Although their overall usage is relatively low, they are crucial components in rockets. The sales volume may decrease due to advancements in rocket reusability technology [2][5]. Notable Companies and Market Opportunities - **Guocera Materials**: A core supplier of ceramic shells, holding a significant market share in domestic satellite launches. The company is expected to significantly enhance its performance in the commercial aerospace sector [1][6]. - **Zhenhua Co., Ltd.**: Produces specialized products benefiting from environmental regulations and military demand growth, showing continuous economic improvement and reasonable valuation, making it a company to watch in commercial aerospace applications [1][6]. - **Dongcai Technology**: Leading in the field of bismaleimide resin, indicating a strong position in the market [1][6]. - **Longbai Group**: Produces titanium materials and other additives for aerospace products, demonstrating significant advantages in its niche market [1][6]. Additional Important Points - The materials used in satellites must withstand extreme temperature variations and strong electronic radiation while maintaining high precision. Common materials include carbon fiber reinforced resin composites, epoxy resin, and bismaleimide resin [3]. - Thermal insulation materials such as PI, PET, and polyester short fibers are also essential for satellite applications [3][4].

| 证券代码：603067 | 证券简称：振华股份 公告编号：2026-012 | | --- | --- | | 债券代码：113687 | 债券简称：振华转债 | 湖北振华化学股份有限公司 2026年第一次临时股东会决议公告 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： 本次会议是否有否决议案：无 一、 会议召开和出席情况 | 1、出席会议的股东和代理人人数 | 553 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 375,485,163 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股份总数的比例（%） | 53.1647 | (四) 表决方式是否符合《公司法》及《公司章程》的规定，会议主持情况等。 本次会议由董事会召集，由公司董事长蔡再华先生主持本次股东会，本次会议以 现场投票和网络投票相结合的方式召开，会议的召集、召开符合《公司法》《公 (一) 股东会召开的时间：2026 年 1 月 20 日 (二) 股东会召开的地点：湖北省黄石市西塞山区黄石大 ...

北京大成(武汉)律师事务所 关于湖北振华化学股份有限公司 2026 年第一次临时股东会的 法 律 意 见 书 北京大成 武汉市江汉区精武路 1 号武汉越秀国际金融中心 T5 栋 32-33 层 (430022) 32-33/F Wuhan, Yuexiu International Finance Center Tower 5, No. 1 Jingwu Rd.,Jianghan Distinct, 430022, Wuhan, China Tel: 8627-82622591 6 is Dentons' Preferred Law Firm in China. 北京大成(武汉)律师事务所 武汉市江汉区精武路 1号 武汉越秀国际金融中心 T5 栋 32-33 32-33/F Wuhan Yueviu Inte 北京大成(武汉)律师事务所 关于湖北振华化学股份有限公司 2026 年第一次临时股东会的法律意见书 致:湖北振华化学股份有限公司 根据《中华人民共和国证券法》(以下简称"《证券法》")、《中华人民共和国公司 法》(以下简称"《公司法》")和《上市公司股东会规则》(以下简称"《股东会规则》") 等法律、法 ...

| 证券代码：603067 | 证券简称：振华股份 | 公告编号：2026-013 | | --- | --- | --- | | 债券代码：113687 | 债券简称：振华转债 | | 湖北振华化学股份有限公司 关于可转换公司债券募集资金专户销户完成的公告 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、募集资金基本情况 根据中国证券监督管理委员会出具的《关于同意湖北振华化学股份有限公司 向不特定对象发行可转换公司债券注册的批复》（证监许可[2024]900 号），湖北 振华化学股份有限公司（以下简称"公司"）获准向不特定对象发行面值总额为 人民币 406,210,000.00 元的可转换公司债券，期限 6 年。公司本次发行可转换 公司债券应募集资金 406,210,000.00 元，实际募集资金 406,210,000.00 元，扣 除保荐及承销费、会计师费、律师费、资信评级费用、信息披露及发行手续费等 合计( 不含 税) 人民 币 9,302,179.71 元后 ，实 际募 集资金 净额 为人 民 币 396,907 ...

1月20日，振华股份跌5.03%，截至发稿，报36.09元/股，成交4.45亿元，换手率1.70%，总市值256.51亿 元。 资料显示，湖北振华化学股份有限公司位于湖北省黄石市西塞山区黄石大道668号，成立日期2003年6月 19日，上市日期2016年9月13日，公司主营业务涉及铬盐系列产品的研发、制造与销售,并对铬盐副产品 及其它固废资源化综合利用。主营业务收入构成为：无机盐相关行业114.86%，物流运输业3.09%，其 他1.82%。 从基金十大重仓股角度 数据显示，前海开源基金旗下1只基金重仓振华股份。前海开源裕瑞混合A（004680）三季度减持1.42万 股，持有股数400股，占基金净值比例为0.04%，位居第八大重仓股。根据测算，今日浮亏损失约764 元。 前海开源裕瑞混合A（004680）成立日期2017年9月5日，最新规模1628.37万。今年以来收益0.39%，同 类排名8124/8846；近一年收益5.41%，同类排名7167/8091；成立以来收益22.02%。 前海开源裕瑞混合A（004680）基金经理为章俊。 截至发稿，章俊累计任职时间4年316天，现任基金资产总规模30.26亿元 ...

Investment Rating - The report maintains a "Buy" rating for several companies in the chemical industry, including Sinopec, Jiangshan Co., and others [10]. Core Insights - Domestic gasoline and natural gas prices have seen significant increases, while products like hydrochloric acid and liquid chlorine have experienced substantial declines. The report suggests focusing on import substitution, pure domestic demand, and high-dividend opportunities [6][19]. - The international oil prices are expected to stabilize around $65 per barrel in 2026, influenced by geopolitical uncertainties. Companies with high dividend characteristics, such as Sinopec, are expected to benefit from declining raw material costs [6][19]. - The chemical industry is currently in a weak state, with mixed performance across sub-sectors. However, certain sectors like lubricants are performing better than expected, indicating potential investment opportunities [22]. Summary by Sections Chemical Industry Investment Recommendations - The report highlights significant price increases for domestic gasoline (11.38%) and natural gas (8.68%), while products like liquid chlorine (-18.02%) and hydrochloric acid (-13.79%) have seen notable declines [19][20]. - It emphasizes the importance of focusing on sectors that may enter a recovery phase, such as glyphosate, and suggests specific companies for investment [22]. Market Performance - The report notes that the chemical industry is currently facing a weak overall performance, with varying results across different sub-sectors due to past capacity expansions and weak demand [22]. - It recommends monitoring companies with strong competitive positions and growth potential, particularly in the lubricant additives and coal-to-olefins sectors [22]. Price Trends - The report provides insights into the price trends of various chemical products, indicating a mixed performance with some products rebounding while others continue to decline [20][22]. - It also discusses the impact of geopolitical factors on oil prices, which in turn affect the chemical industry [23][24]. Key Companies and Earnings Forecast - The report lists several companies with strong earnings forecasts, including Sinopec, Jiangshan Co., and others, all rated as "Buy" [10][11].