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： ●委托理财受托方：江苏银行股份有限公司宿迁分行。 ●本次委托理财金额：19,500.00 万元。 证券代码：603155 证券简称：新亚强 公告编号：2026-003 新亚强硅化学股份有限公司 关于使用部分闲置募集资金进行现金管理到期赎回 并继续进行现金管理的公告 ●委托理财产品名称：对公人民币结构性存款 2026 年第 13 期 91 天 T 款。 ●委托理财期限：91 天。 ●履行的审议程序：新亚强硅化学股份有限公司（以下简称"公司"）于 2025 年 4 月 9 日召开第四届董事会第三次会议、第四届监事会第三次会议，2025 年 4 月 30 日召开 2024 年年度股东大会，2025 年 10 月 29 日召开第四届董事会 第六次会议，分别审议通过了《关于使用部分闲置募集资金进行现金管理的议案》。 保荐机构对此事项发表了无异议的核查意见。 一、前次使用部分闲置募集资金进行现金管理到期赎回情况 公司及子公司湖北新亚强硅材料有限公司（以下简称"湖北新亚强 ...

南财智讯2月5日电，新亚强公告，公司及子公司湖北新亚强于2025年10月30日、10月31日分别使用闲置 募集资金7500.00万元、11300.00万元购买结构性存款产品，合计18800.00万元，已于近日到期赎回，收 回本金18800.00万元，并获得理财收益97.70万元，本金及收益已归还至募集资金专户；公司再以 19500.00万元闲置募集资金进行现金管理，购买江苏银行对公人民币结构性存款2026年第13期91天T 款；不会影响募集资金投资项目进度和公司正常生产经营。 ...

并继续进行现金管理的公告 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： ●委托理财受托方：江苏银行股份有限公司宿迁分行。 证券代码：603155 证券简称：新亚强 公告编号：2026-002 新亚强硅化学股份有限公司 关于使用部分闲置募集资金进行现金管理到期赎回 ●本次委托理财金额：7,000.00 万元。 ●委托理财产品名称：对公人民币结构性存款 2026 年第 4 期 3 个月 Q 款。 ●委托理财期限：3 个月。 ●履行的审议程序：新亚强硅化学股份有限公司（以下简称"公司"）于 2025 年 4 月 9 日召开第四届董事会第三次会议、第四届监事会第三次会议，2025 年 4 月 30 日召开 2024 年年度股东大会，2025 年 10 月 29 日召开第四届董事会 第六次会议，分别审议通过了《关于使用部分闲置募集资金进行现金管理的议案》。 保荐机构对此事项发表了无异议的核查意见。 一、前次使用部分闲置募集资金进行现金管理到期赎回情况 公司于 2025 年 10 月 14 日使用部分暂时闲置募集资 ...

Core Viewpoint - The company has successfully redeemed a structured deposit product using part of its temporarily idle raised funds, resulting in a return of both principal and interest, and is reinvesting the funds into another structured deposit product without affecting its project progress or normal operations [1] Group 1 - The company announced the redemption of a structured deposit product purchased with 70 million yuan of temporarily idle raised funds, recovering the principal amount of 70 million yuan [1] - The company received an investment return of 392,400 yuan from the redeemed structured deposit [1] - The principal and interest have been returned to the dedicated account for raised funds [1] Group 2 - The company is reinvesting the 70 million yuan of idle raised funds into a new structured deposit product from Jiangsu Bank, specifically the fourth phase of a three-month RMB structured deposit for 2026 [1] - This cash management activity will not impact the progress of investment projects funded by the raised capital or the company's normal production and operations [1]

Core Viewpoint - The company has successfully redeemed a structured deposit product using idle raised funds, returning both principal and interest to the designated account, and is reinvesting the same amount into another structured deposit product without affecting project progress or normal operations [1] Group 1: Financial Management - The company redeemed a structured deposit product worth 70 million yuan, receiving a total return of 39.24 thousand yuan in interest [1] - The principal amount of 70 million yuan and the interest earned have been returned to the fundraising special account [1] - The company will reinvest the same 70 million yuan in a new structured deposit product from Jiangsu Bank, specifically the fourth phase of a three-month RMB structured deposit for 2026 [1] Group 2: Impact on Operations - The cash management activities will not impact the progress of fundraising investment projects or the company's normal production and operations [1]

Group 1 - The company considers the European Union market as an important part of its international business, with core products having passed EU REACH registration, meeting market access and compliance requirements [1] - Sales in the European market are primarily conducted through direct sales, with a small involvement of traders to expand business scale [1] - The company has completed registrations and/or certifications for multiple international market entities early on, maintaining long-term stable business cooperation in major global silicone markets [1]

Investment Rating - The report maintains a "Recommended" rating for the chemical industry [1] Core Insights - The chemical industry is expected to experience an upward cycle due to the implementation of "anti-involution" policies in China and the accelerated exit of some European facilities [29] - The report highlights the potential for domestic substitution of semiconductor materials from Japan due to rising geopolitical tensions, which could benefit various companies in the sector [5] - The chromium salt industry is undergoing a value reassessment driven by increased demand from AI data centers and commercial aircraft engines, with a projected supply-demand gap of 340,900 tons by 2028 [8] Summary by Sections Industry Performance - The chemical industry has shown strong relative performance with a 1-month increase of 10.7%, 3-month increase of 9.6%, and a 12-month increase of 45.1%, outperforming the CSI 300 index [3] Price Trends - Key products such as lithium carbonate and polysilicon have seen significant price increases, supported by policy guidance and industry self-discipline [12] - The price of chromium salts has remained stable, with metal chromium priced at 82,000 CNY/ton as of January 9, 2026 [15] Investment Opportunities - Focus on companies with low-cost expansion capabilities, such as Wanhu Chemical and Hualu Hengsheng, as well as those in sectors with improving market conditions like chromium salts and phosphates [6][9] - High dividend yield opportunities are identified in state-owned enterprises like China Petroleum and China National Chemical [10] Key Company Tracking - Companies such as Dongfang Shenghong and Huabei Yihua are highlighted for their earnings potential, with projected EPS growth for 2026 [30] - The report tracks specific price movements for various chemicals, including a notable increase in the price of ammonium phosphate and a stable price for urea [17][19]

Group 1 - The core point of the article is that Xinyaqiang announced the completion of a share transfer, with its controlling shareholder, Chu Lin, transferring 94,420,253 shares, which represents 29.90% of the total share capital, to Chengxin Fund [2] - Chengxin Fund has paid the full price as per the share transfer agreement and has become the new major shareholder holding 29.90% of the company [2]

一、协议转让前期基本情况 公司控股股东、实控人之一初琳女士拟将其所持有的公司 94,420,253 股无限 售条件流通股（占公司总股本的 29.90%）通过协议转让的方式转让给邯郸市城 欣股权投资基金合伙企业（有限合伙）（以下简称"城欣基金"）。具体内容详见 公司 2025 年 11 月 26 日披露于上海证券交易所官网（www.sse.com.cn）的《关 于控股股东协议转让公司股份暨控制权发生变更的提示性公告》（公告编号： 2025-066）。 二、协议转让完成股份过户登记 证券代码：603155 证券简称：新亚强 公告编号：2026-001 新亚强硅化学股份有限公司 关于控股股东协议转让公司股份过户完成的公告 本公司董事会、全体董事及相关股东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。 新亚强硅化学股份有限公司董事会 2026 年 1 月 8 日 本次协议转让已于 2026 年 1 月 6 日取得中国证券登记结算有限责任公司出 具的《证券过户登记确认书》，过户日期为 2026 年 1 月 5 日，本次协议转让股份 登记手续已办理完毕。城欣基 ...

Group 1 - The controlling shareholder and actual controller of the company, Ms. Chu Lin, plans to transfer approximately 94.42 million shares of the company, accounting for 29.9% of the total share capital, to Handan Chengxin Equity Investment Fund Partnership (Limited Partnership) through a private transfer agreement [1] - The transfer agreement has been confirmed by the China Securities Depository and Clearing Corporation Limited, with the transfer date set for January 5, 2026 [1] - The share transfer registration procedures have been completed [1]