本次胡淇翔、武义三美投资有限公司未发生直接持股变动。本次权益变动后，胡荣达持有公司股份 21,727.1340万股，占公司总股本的35.59%；合计持有公司股份36,994.6854万股，占公司总股本的 60.60%。 本次权益变动不会导致公司控股股东和实际控制人发生变化，不会对公司治理结构及持续经营产生 重大影响。 三美股份于2019年4月2日在上交所上市，发行数量59,733,761股，发行价格32.43元/股，保荐机构 （主承销商）为长江证券承销保荐有限公司，保荐代表人为张海峰、王海涛。 三美股份公开发行新股的募集资金总额193,716.59万元，募集资金净额181,289.60万元。2019年3月 20日，三美股份发布的首次公开发行股票招股说明书显示，公司拟募集资金181,289.60万元，用于江苏 三美2万吨1,1,1,2-四氟乙烷改扩建及分装项目、江苏三美1万吨五氟丙烷项目、江苏三美1万吨高纯电子 级氢氟酸项目、重庆三美分装项目、三美股份环保整体提升项目、三美股份研发与检测中心项目、三美 品牌建设及市场推广项目、偿还银行贷款、补充流动资金。 三美股份公开发行新股的发行费用不含税金额合计124,26 ...

证券代码：603379 证券简称：三美股份 公告编号：2026-011 浙江三美化工股份有限公司 关于控股股东及其一致行动人权益变动触及 1%刻度 的提示性公告 2.信息披露义务人信息 | 信息披露义务人名称 | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | | 胡荣达 | 控股股东/实控人 | | | | □控股股东/实控人的一 | □_____________ | | | 致行动人 | 不适用 | | | □其他直接持股股东 | | 3.一致行动人信息 | 一致行动人名称 | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | | 胡淇翔 | □控股股东/实控人 | | | | 控股股东/实控人的一 | □_____________ | | | 致行动人 | 不适用 | | | □其他直接持股股东 | | | 武义三美投资有限公 司 | □控股股东/实控人 控股股东/实控人的一 致行动人 | 91330723MA28D7QH2X □不适用 | | | □其他直接持股股东 | | 控股股东胡荣达及其一致行动人胡淇翔、武义三美投资有限公司保 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 格隆汇2月11日丨三美股份(603379.SH)公布，信息披露义务人胡荣达先生于2026年1月23日至2026年2月 11日期间，通过集中竞价交易及大宗交易方式累计减持公司股份795.78万股，占公司总股本的1.30%。 本次减持后，胡荣达先生及其一致行动人合计持有公司股份的比例由61.90%减少至60.60%，权益变动 触及1%刻度。 ...

格隆汇2月11日丨三美股份(603379.SH)公布，信息披露义务人胡荣达先生于2026年1月23日至2026年2月 11日期间，通过集中竞价交易及大宗交易方式累计减持公司股份795.78万股，占公司总股本的1.30%。 本次减持后，胡荣达先生及其一致行动人合计持有公司股份的比例由61.90%减少至60.60%，权益变动 触及1%刻度。 ...

Core Viewpoint - The report from Guosen Securities indicates a stable execution of long-term contracts for air conditioning companies in Q1 2026, with rising prices for mainstream refrigerants and a focus on the recovery of fluoropolymer prices due to cost support and supply-demand improvements [1][6]. Group 1: Refrigerant Prices - In Q1 2026, long-term contract prices for mainstream refrigerants are expected to continue rising, with R32 at 61,200 CNY/ton (up 1,000 CNY/ton, +1.66% from Q4 2025) and R410A at 55,100 CNY/ton (up 1,900 CNY/ton, +3.57% from Q4 2025) [1]. - The expected price ranges for the upcoming week are approximately 62,000-63,000 CNY/ton for R32, 55,000-56,000 CNY/ton for R410A, and 56,000-57,000 CNY/ton for R134a [1]. Group 2: Production and Sales Data - In February 2026, total air conditioning production decreased by 31.6% year-on-year, significantly impacted by the timing of the Spring Festival [3]. - Domestic production in February 2026 was 4.555 million units (down 38.1% year-on-year), while export production was 6.93 million units (down 26.5% year-on-year) [3]. Group 3: Fluoropolymer Price Trends - The prices of fluoropolymers are on the rise due to ongoing cost increases and tight supply conditions, with PTFE prices ranging from 42,000 to 45,000 CNY/ton and PVDF prices for coating grade at 54,000-60,000 CNY/ton [4]. - The demand for fluoropolymers remains strong, with pre-holiday stockpiling intentions contributing to upward price pressure [4]. Group 4: Company Profit Forecasts - Companies such as Juhua Co., Ltd. (600160) are expected to achieve a net profit of 3.54-3.94 billion CNY in 2025, representing a year-on-year growth of 80%-101% [5]. - Yonghe Co., Ltd. (605020) anticipates a net profit of 530-630 million CNY in 2025, with a growth rate of 111%-151% [5]. - Sanmei Co., Ltd. (603379) projects a net profit of 1.99-2.15 billion CNY in 2025, reflecting a growth of 156%-176% [5]. Group 5: Investment Recommendations - The industry is expected to maintain a tight supply-demand balance for mainstream refrigerants like R32, R134a, and R125, with long-term price increases anticipated [6][7]. - Companies with complete industrial chains, advanced technology, and leading refrigerant quotas are recommended for investment, including Juhua Co., Ltd. (600160), Dongyue Group (00189), and Sanmei Co., Ltd. (603379) [8].

Investment Rating - The report maintains an "Outperform" rating for the fluorochemical industry [5][10]. Core Insights - The fluorochemical industry is experiencing rapid growth, with prices of fluorinated polymers continuing to rise. The performance of fluorochemical companies is strong, supported by stable demand and supply dynamics [1][4]. - The long-term outlook for mainstream refrigerants such as R32, R134a, and R125 remains positive due to tightening quota constraints, which are expected to sustain price increases [5][9]. Summary by Sections 1. Industry Performance - As of January 30, 2026, the fluorochemical index stood at 2155.24 points, up 6.77% from the end of December 2025. The index underperformed the Shenwan Chemical Index by 5.95 percentage points but outperformed the CSI 300 and Shanghai Composite indices by 5.12 and 3.01 percentage points, respectively [1][17]. 2. Refrigerant Market Review - In the first quarter of 2026, long-term contract prices for mainstream refrigerants are on the rise. R32 is expected to be priced at 61,200 CNY/ton, a 1.66% increase from the previous quarter, while R410A is projected at 55,100 CNY/ton, up 3.57% [2][22]. - The domestic prices for R22, R134a, R125, and R32 have shown increases, with R22 reaching 17,000 CNY/ton, R125 at 48,500 CNY/ton, and R134a maintaining at 58,000 CNY/ton [24][23]. 3. Supply and Demand Dynamics - The supply side of the fluorochemical industry is characterized by tight overall supply and low inventory levels among companies, which supports price increases. The demand side shows continued interest in stockpiling ahead of the holiday season [4][9]. - The production quotas for refrigerants in 2026 indicate a slight increase in the production capacity for R32, R125, and R134a, while R143a and R152a quotas have been reduced [4][79]. 4. Liquid Cooling Demand - The rapid growth of data centers is driving the demand for fluorinated liquids and refrigerants, as traditional air cooling methods are becoming insufficient. The market for liquid cooling solutions is expected to grow significantly, with projections indicating a market size exceeding 100 billion CNY by 2027 [64][70]. - Companies involved in the production of fluorinated liquids, such as Juhua Co., Dongyue Group, and others, are well-positioned to benefit from this trend [73][74]. 5. Key Company Profit Forecasts - Juhua Co. is expected to achieve a net profit of 3.54-3.94 billion CNY in 2025, representing a year-on-year growth of 80%-101%. Dongyue Group and Sanmei Co. are also projected to see significant profit increases [4][10].

Investment Rating - The report maintains an "Outperform" rating for the fluorochemical industry [5][10]. Core Insights - The fluorochemical industry is experiencing rapid growth, with prices of fluoropolymers continuing to rise. The industry index has shown a performance that outpaces the Shanghai Composite Index and the CSI 300 Index [1][5]. - The first quarter of 2026 is expected to see stable execution of long-term contracts for refrigerants, with significant price increases noted for R32 and R410A [2][5]. - The demand for fluorinated liquids and refrigerants is anticipated to increase due to the growth of liquid cooling technologies in data centers, driven by the need for efficient cooling solutions [3][9]. Summary by Sections 1. Industry Performance - As of January 30, 2026, the fluorochemical index reached 2155.24 points, up 6.77% from the end of December 2025, while the chemical index rose by 12.72% [1][17]. - The Guosen Chemical Fluorochemical Price Index reported a 2.95% increase, indicating a positive trend in pricing for fluorochemical products [1][18]. 2. Refrigerant Market Review - Long-term contract prices for refrigerants are on the rise, with R32 priced at 61,200 CNY/ton and R410A at 55,100 CNY/ton, reflecting increases of 1.66% and 3.57% respectively from the previous quarter [2][22]. - The domestic prices for R22, R125, and R134a have also seen upward adjustments, with R22 now at 17,000 CNY/ton, up 1,000 CNY/ton from the previous month [2][24]. 3. Liquid Cooling Demand - The report highlights the urgent need for efficient cooling technologies in data centers, with liquid cooling solutions becoming increasingly favored over traditional air cooling due to their superior efficiency [3][64]. - The market for liquid cooling in data centers is projected to grow significantly, with a compound annual growth rate of 51.4% expected from 2019 to 2027 [3][70]. 4. Refrigerant Quota Announcements - The Ministry of Ecology and Environment has announced the refrigerant quotas for 2026, indicating a slight increase in production quotas for R32, R125, and R134a, while R141b's quota has been eliminated [4][79]. - The report suggests that the tightening of refrigerant quotas will support long-term price stability and growth in the industry [4][74]. 5. Company Profit Forecasts - Major companies in the fluorochemical sector, such as Juhua Co., Dongyue Group, and Sanmei Co., are expected to see significant profit growth in 2025, with Juhua's net profit projected to increase by 80%-101% [4][10].

Investment Rating - The report maintains an "Outperform" rating for the fluorochemical industry [5][10]. Core Insights - The fluorochemical industry is experiencing rapid growth, with prices of fluorinated polymers continuing to rise. The industry index has shown a performance that outpaces the Shanghai Composite Index and the CSI 300 Index [1][5]. - The first quarter of 2026 is expected to see sustained price increases for mainstream refrigerants due to stable execution of long-term contracts by terminal air conditioning companies [2][5]. - The demand for fluorinated liquids and refrigerants is anticipated to increase due to the growth of liquid cooling technologies in data centers, driven by the need for efficient cooling solutions [3][9]. Summary by Sections 1. Industry Performance - As of January 30, 2026, the fluorochemical index was at 2155.24 points, up 6.77% from the end of December 2025, indicating a strong performance relative to other indices [1][17]. 2. Refrigerant Market Review - Long-term contract prices for refrigerants such as R32 and R410A have increased, with R32 priced at 61,200 CNY/ton and R410A at 55,100 CNY/ton, reflecting increases of 1.66% and 3.57% respectively from the previous quarter [2][22]. - The domestic prices for R22, R125, and R134a have also seen increases, with R22 at 17,000 CNY/ton and R125 at 48,500 CNY/ton [24]. 3. Liquid Cooling Demand - The report highlights the urgent need for efficient cooling technologies in data centers, with liquid cooling solutions becoming a preferred choice due to their superior performance compared to traditional air cooling [3][64]. - The market for liquid cooling in data centers is projected to grow significantly, with a compound annual growth rate of 51.4% expected from 2019 to 2027 [70]. 4. Refrigerant Quota Announcements - The Ministry of Ecology and Environment has announced the 2026 refrigerant quotas, indicating a slight increase in production quotas for R32, R125, and R134a, while R141b's quota has been eliminated [4][79]. - The report anticipates that the stringent quota policies will continue to support the long-term growth of refrigerant products [4][74]. 5. Key Company Profit Forecasts - Key companies in the fluorochemical sector, such as Juhua Co., Dongyue Group, and Sanmei Co., are projected to achieve significant profit growth in 2025, with expected net profits increasing by 80%-176% year-on-year [4][10].

Group 1 - The core viewpoint of the news highlights the performance of the petrochemical ETF (159731), which has seen a decline of 1.88%, while its constituent stocks such as Guangdong Hongda, Sanmei Co., and Juhua Co. have shown positive growth [1] - The petrochemical ETF has recorded a total net inflow of 1.43 billion yuan over the past 20 trading days, with the latest share count reaching 1.692 billion and a total scale of 1.706 billion yuan [1] - The average price of the third-generation mainstream refrigerant R32 has stabilized at 63,000 yuan/ton since January 2026, reflecting a year-on-year increase of approximately 45%, while R134a has seen a 32% increase [1] Group 2 - The petrochemical ETF and its linked funds closely track the CSI Petrochemical Industry Index, with the basic chemical industry accounting for 60.02% and the oil and petrochemical industry for 32.43%, indicating potential profit recovery from downstream chemical products [2] - The overall industry narrative is improving due to optimization of industry structure and supply-demand adjustments, suggesting a positive long-term outlook [2]

证券代码：603379 证券简称：三美股份 公告编号：2026-010 重要内容提示： 浙江三美化工股份有限公司 关于为参股公司提供担保暨关联交易的进展公告 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。 担保对象及基本情况 | 被担保人名称 | 被担保人关联关系 | 本次担保金额 | 实际为其提供 的担保余额 | | 是否在前期 | 本次担保是 | | --- | --- | --- | --- | --- | --- | --- | | | | | （不含本次担 | | 预计额度内 | 否有反担保 | | | | | 保金额） | | | | | 重庆市新美合 | 上市公司董事、监 事、高级管理人员及 | 1,029.00 万元 | 8,330.00 | 万元 | 是 | | | 科技有限公司 | 其控制或者任职的 | | | | | 否 | | | 主体 | | | | | | 累计担保情况 三、担保协议的主要内容 保证人：浙江三美化工股份有限公司 | 对外担保逾期的累计金额（万元） | 0.00 | | --- | - ...