证券代码：603217 证券简称：元利科技 公告编号：2026-001 元利化学集团股份有限公司 关于对外投资设立全资子公司的公告 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： 投资标的名称：山东抱一科技有限公司 投资金额：元利化学集团股份有限公司（以下简称"公司"）以自有资金 人民币 500 万元出资设立。 风险提示：本次公司设立的全资子公司在经营过程中存在受宏观经济、 行业环境、市场变化等因素导致经营业绩不达预期的风险。敬请广大投资者注意 投资风险，谨慎投资。 根据《公司章程》等规定，本次对外投资交易金额未达到董事会、股东 会审议标准。 一、对外投资概述 （一）本次交易概况 1、本次交易概况 为满足公司战略发展的需求，公司以自有资金人民币 500 万元对外投资设立 山东抱一科技有限公司，现已取得昌乐县市场监督管理局颁发的营业执照。 本次对外投资不构成关联交易，也不构成《上市公司重大资产重组管理办法》 规定的重大资产重组事项。根据《公司章程》等规定，本次对外投资交易金额未 达到董事会、股东会审议标准。 2、 ...

Group 1 - The company, Yuanli Technology (603217.SH), announced an investment of 5 million yuan to establish a wholly-owned subsidiary, Shandong Baoyi Technology Co., Ltd. [1] - The establishment of the subsidiary has been approved by the Changle County Market Supervision Administration, and the business license has been obtained [1] - This investment aims to develop and cultivate technology innovation projects with growth potential, aligning with the company's strategic planning and operational development needs [1]

Core Viewpoint - Yuanli Technology (603217.SH) has announced the establishment of a wholly-owned subsidiary, Shandong Baoyi Technology Co., Ltd., with an investment of 5 million yuan to support its strategic development needs [1] Group 1 - The investment aims to lay out and cultivate technology innovation projects with growth potential [1] - The establishment of the subsidiary aligns with the company's strategic planning and operational development needs [1]

Core Viewpoint - Yuanli Technology (603217.SH) has announced an investment of 5 million RMB to establish a wholly-owned subsidiary, Shandong Baoyi Technology Co., Ltd, to support its strategic development needs [1] Group 1: Investment Details - The investment is made using the company's own funds amounting to 5 million RMB [1] - The company has obtained a business license from the Changle County Market Supervision Administration for the new subsidiary [1] - This investment does not constitute a related party transaction or a significant asset restructuring as defined by the regulations [1] Group 2: Strategic Intent - The establishment of the subsidiary aims to layout and cultivate technology innovation projects with growth potential [1] - This move aligns with the company's strategic planning and operational development needs [1]

Core Viewpoint - Yuanli Technology (603217.SH) has announced the establishment of a wholly-owned subsidiary, Shandong Baoyi Technology Co., Ltd., with an investment of 5 million RMB to support its strategic development needs [1] Group 1: Investment Details - The investment is made using the company's own funds amounting to 5 million RMB [1] - The company has obtained a business license from the Changle County Market Supervision Administration for the new subsidiary [1] Group 2: Strategic Intent - The establishment of the subsidiary aims to layout and cultivate technology innovation projects with growth potential, aligning with the company's strategic planning and operational development needs [1] - The investment will not have a significant adverse impact on the company's financial status or operations, and it does not harm the interests of the company and all shareholders [1]

Group 1 - The core point of the article is that Yuanli Technology (603217.SH) has invested 5 million RMB to establish a wholly-owned subsidiary, Shandong Baoyi Technology Co., Ltd., to support its strategic development needs [1] - The investment has been approved by the Changle County Market Supervision Administration, and the company has obtained the necessary business license [1] - This investment does not constitute a related party transaction or a significant asset restructuring as defined by the regulations [1] Group 2 - The establishment of the subsidiary aims to cultivate technology innovation projects with growth potential, aligning with the company's strategic planning and operational development needs [1]

Core Viewpoint - Shandong Baoyi Technology Co., Ltd. has been established with a registered capital of 5 million RMB, fully owned by Yuanli Chemical Group Co., Ltd. [1] Company Information - The legal representative of Shandong Baoyi Technology Co., Ltd. is Wang Qinbo [1] - The company is registered with a capital of 5 million RMB [1] - Yuanli Chemical Group Co., Ltd. holds 100% of the shares [1] - The company is classified as a limited liability company (wholly owned by a legal entity) [1] Business Scope - The business scope includes technical services, development, consulting, communication, transfer, and promotion of technology [1] - It also focuses on the research and development of new materials and emerging energy technologies [1] - The company is authorized to conduct business activities independently based on its business license, except for projects that require approval [1] Registration Details - The company is located at 277 New City Street, Zhu Liu Street, Changle County, Weifang City, Shandong Province [1] - The business registration period is from February 2, 2026, with no fixed term [1] - The registration authority is the Changle County Market Supervision Administration [1]

（文章来源：证券日报） 证券日报网讯 2月2日，元利科技在互动平台回答投资者提问时表示，截至2026年1月20日，公司股东总 户数为11097户。 ...

Core Viewpoint - Yuanli Technology is focusing on developing a diverse product matrix for its light stabilizer project to meet the differentiated needs of various customers [2] Group 1 - The company has completed the product series for the first and second phases of its light stabilizer project, covering mainstream categories of hindered amine light stabilizers (HALS) [2]

Report Industry Investment Rating - The document does not provide the industry investment rating. Core Viewpoints of the Report - The report presents a monthly stock portfolio for February 2026, covering multiple industries and companies, and provides financial data and core recommendation logics for each company [1]. Summary by Company Technology - Tencent Holdings (0700.HK) - The market starts to recognize the full - scale empowerment of Tencent's various businesses by AI, with the possibility of being a super - entry. The cloud computing growth rate is adjusted upwards, and short - video advertising continues to drive growth [1]. - In 2024A, 2025E, and 2026E, the归母 net profit is 222703 million yuan, 257017 million yuan, and 290508 million yuan respectively, with growth rates of 41%, 15%, and 13%. The operating income is 660257 million yuan, 754958 million yuan, and 833933 million yuan respectively, with growth rates of 8%, 14%, and 11% [1]. Electronics - Beijing Junzheng (300223.SZ) - In the field of computing chips, the company continues to expand downstream markets. In the field of storage chips, DRAM products based on new process nodes are sent for sampling, and more models will be put into production from the second half of this year to next year. The company will also benefit from the rising price trend of storage products [1]. - In 2024A, 2025E, and 2026E, the归母 net profit is 366 million yuan, 464 million yuan, and 700 million yuan respectively, with growth rates of - 32%, 27%, and 51%. The operating income is 4213 million yuan, 4729 million yuan, and 5550 million yuan respectively, with growth rates of - 7%, 12%, and 17% [1]. New Industry - Guoji Seiko (002046.SZ) - It has a leading market share in commercial aerospace bearings, and diamond heat dissipation is expected to make a breakthrough [1]. - In 2024A, 2025E, and 2026E, the归母 net profit is 280 million yuan, 290 million yuan, and 287 million yuan respectively, with growth rates of 8%, 4%, and - 1%. The operating income is 2658 million yuan, 2887 million yuan, and 3197 million yuan respectively, with growth rates of 9%, 11%, and 13% [1]. Machinery -豪迈 Technology (002595.SZ) - It is a leading enterprise in tire molds, with a stable main business. It is expected to achieve both performance and valuation improvement due to the explosion of gas turbine demand [1]. - In 2024A, 2025E, and 2026E, the归母 net profit is 2011 million yuan, 2498 million yuan, and 2961 million yuan respectively, with growth rates of 25%, 24%, and 19%. The operating income is 8813 million yuan, 11076 million yuan, and 13261 million yuan respectively, with growth rates of 23%, 26%, and 20% [1]. Chemical - Satellite Chemical (002648.SZ) - Oil price is expected to stabilize. The third - phase and fourth - phase projects have large growth space, and stable - growth policies are expected to be introduced [1]. - In 2024A, 2025E, and 2026E, the归母 net profit is 6072 million yuan, 6524 million yuan, and 8893 million yuan respectively, with growth rates of 27%, 7%, and 36%. The operating income is 45648 million yuan, 52919 million yuan, and 62055 million yuan respectively, with growth rates of 10%, 16%, and 17% [1]. Chemical - Yuanli Technology (603217.SH) - The production capacity of light stabilizers and diols is released, and new materials are steadily promoted [1]. - In 2024A, 2025E, and 2026E, the归母 net profit is 207 million yuan, 209 million yuan, and 239 million yuan respectively, with growth rates of - 17%, 1%, and 14%. The operating income is 2220 million yuan, 2215 million yuan, and 2406 million yuan respectively, with growth rates of 2%, 0%, and 9% [1]. Non - ferrous Metals - Chifeng Gold (600988.SH) - Driven by the US dollar credit, central bank gold purchase, and risk - aversion factors, the gold price rises. The company has a clear path for endogenous production growth and strong performance realization ability, and has overseas M&A and integration experience [1]. - In 2024A, 2025E, and 2026E, the归母 net profit is 1764 million yuan, 3263 million yuan, and 4558 million yuan respectively, with growth rates of 119%, 85%, and 39%. The operating income is 9026 million yuan, 13080 million yuan, and 16333 million yuan respectively, with growth rates of 25%, 45%, and 25% [1]. Light Industry - Bohui Paper (600966.SH) - As a leading enterprise in the white cardboard industry, it has significant advantages under the all - around empowerment of APP. With the improvement of downstream demand, the white cardboard industry is expected to reverse at the bottom of the cycle, and the company's profitability is expected to reverse at the bottom [1]. - In 2024A, 2025E, and 2026E, the归母 net profit is 176 million yuan, 182 million yuan, and 407 million yuan respectively, with growth rates of - 3%, 4%, and 123%. The operating income is 18930 million yuan, 18356 million yuan, and 20383 million yuan respectively, with growth rates of 1%, - 3%, and 11% [1]. Food and Beverage - Guoquan (2517.HK) - There are income and profit increments. The income increment comes from store expansion, store - efficiency improvement, and competitive advantages. The profit increment has a high - ceiling potential and optimization paths [1]. - In 2024A, 2025E, and 2026E, the归母 net profit is 231 million yuan, 428 million yuan, and 577 million yuan respectively, with growth rates of - 4%, 86%, and 35%. The operating income is 6470 million yuan, 7616 million yuan, and 8970 million yuan respectively, with growth rates of 6%, 18%, and 18% [1]. Home Appliance - Taotao Vehicle Industry (301345.SZ) - In Q4, although the golf - cart market enters the off - season, there is an incremental output of the second brand, and the brand Teko is launched in September [1]. - In 2024A, 2025E, and 2026E, the归母 net profit is 431 million yuan, 803 million yuan, and 1099 million yuan respectively, with growth rates of 54%, 86%, and 37%. The operating income is 2977 million yuan, 3981 million yuan, and 5278 million yuan respectively, with growth rates of 39%, 34%, and 33% [1].