证券代码：603505 证券简称：金石资源 公告编号：2026-009 金石资源集团股份有限公司 关于控股股东部分股份质押的公告 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: ● 金石资源集团股份有限公司（以下简称"公司"或"本公司"）控股股东浙江金石实业有限公司（以下简 称"金石实业"）持有公司股份420,875,804股，占公司总股本的50.00%。近日，金石实业将其持有的本公 司股份4,740,000 股办理完成了质押手续。本次质押后，金石实业累计质押公司股份97,440,000股，占其 持有公司股份总数的23.15%，占公司总股本的11.58%。 ● 金石实业及其一致行动人共持有公司股份460,345,588股，占公司总股本的54.69%。本次质押后，金石 实业及其一致行动人累计质押公司股份97,440,000股，占其持有公司股份总数的21.17%，占公司总股本 的11.58%。 公司于近日收到控股股东金石实业的通知，获悉其所持有本公司的部分股份被质押，现将有关情况公告 如下： 一、上市公司股份质押 ...

（记者 曾健辉） 每经AI快讯，金石资源2月25日晚间发布公告称，金石资源集团股份有限公司控股股东浙江金石实业有 限公司持有公司股份约4.21亿股，占公司总股本的50%。本次质押后，金石实业累计质押公司股份9744 万股，占其持有公司股份总数的23.15%，占公司总股本的11.58%。金石实业及其一致行动人共持有公 司股份约4.6亿股，占公司总股本的54.69%。 每经头条（nbdtoutiao）——伤亡180万人！俄乌冲突四周年，陷入谈判死局、战场僵局、经济困局！谁 为战争买单 ...

证券代码：603505 证券简称：金石资源 公告编号：2026-009 金石资源集团股份有限公司 关于控股股东部分股份质押的公告 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: 金石资源集团股份有限公司（以下简称"公司"或"本公司"）控股股 东浙江金石实业有限公司（以下简称"金石实业"）持有公司股份 420,875,804 股，占公司总股本的 50.00%。近日，金石实业将其持有的本公司股份 4,740,000 股办理完成了质押手续。本次质押后，金石实业累计质押公司股份 97,440,000 股，占其持有公司股份总数的 23.15%，占公司总股本的 11.58%。 金石实业及其一致行动人共持有公司股份 460,345,588 股，占公司总股 本的 54.69%。本次质押后，金石实业及其一致行动人累计质押公司股份 97,440,000 股，占其持有公司股份总数的 21.17%，占公司总股本的 11.58%。 公司于近日收到控股股东金石实业的通知，获悉其所持有本公司的部分股份 被质押，现将有关情况公告如下： 一、上 ...

格隆汇2月24日｜A股市场锂矿股集体走强，其中，和邦生物、云图控股、川发龙蟒10CM涨停，永兴材 料、盛新锂能涨超6%，赣锋锂业、盐湖股份涨超5%，江特电机、海南矿业、西藏珠峰、西藏城投、国 城矿业（维权）、大中矿业、川能动力涨超4%，天齐锂业涨超3%。消息面上，碳酸锂主力合约大涨超 9%，报162160元/吨。 上个马年沪指涨近60%！新年新福利来了，炒股排面要拉满，新号启幸运>> | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 603077 | 和邦生物 | 1 | 10.08 | 231亿 | 15.93 | | 002539 | 云图控股 | 1 | 10.01 | 195亿 | 36.72 | | 002312 | 川发龙蟒 | 1 | 10.00 | 241亿 | 16.74 | | 002756 | 永兴材料 | 来 | 6.40 | 297亿 | 1.42 | | 002240 | 盛新锂能 | 1 | 6.18 | 381亿 | 20.77 | | 002460 | 赣锋锂业 | 1 ...

Investment Rating - The report maintains a "Positive" rating for the chemical industry [4][3]. Core Insights - The macroeconomic outlook for the chemical industry indicates a stable increase in oil demand due to global economic recovery and tariff adjustments, with Brent crude oil expected to remain in the range of $60-75 per barrel [4][5]. - The report highlights a potential spring boom in the chemical sector, driven by the success of domestic robotics showcased during the Spring Festival and favorable export conditions following tariff reductions [4][3]. - Investment opportunities are identified in various chains, including textiles, agricultural chemicals, and overseas real estate, with specific companies recommended for investment [4][3]. Industry Dynamics - Oil supply is tightening due to OPEC+ production delays and peak shale oil output, while demand is stabilizing with improved global economic conditions [5]. - The chemical industry is at a cyclical turning point, with downstream operations gradually resuming post-holiday, indicating a positive demand outlook for the year [4][3]. - The report notes that the Producer Price Index (PPI) for industrial products decreased by 1.4% year-on-year in January, while the manufacturing PMI recorded 49.3, indicating some volatility in manufacturing activity [7][4]. Investment Analysis - The report suggests a diversified investment strategy focusing on four key areas: textiles, agricultural chemicals, export chains, and beneficiaries of "anti-involution" policies [4][3]. - Specific companies to watch include those in the textile chain like Lu Xi Chemical and Tongkun Co., and in the agricultural chain like Hualu Hengsheng and Baofeng Energy [4][3]. - The report emphasizes the importance of self-sufficiency in key materials, particularly in semiconductor and panel materials, recommending companies such as Yake Technology and Ruilian New Materials [4][3].

证券代码：603505 证券简称：金石资源 公告编号：2026-007 1.本次股份质押基本情况 金石资源集团股份有限公司 关于控股股东部分股份质押的公告 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: 金石资源集团股份有限公司（以下简称"公司"或"本公司"）控股股 东浙江金石实业有限公司（以下简称"金石实业"）持有公司股份 420,875,804 股，占公司总股本的 50.00%。近日，金石实业将其持有的本公司股份 8,000,000 股办理完成了质押手续。本次质押后，金石实业累计质押公司股份 92,700,000 股，占其持有公司股份总数的 22.03%，占公司总股本的 11.01%。 金石实业及其一致行动人共持有公司股份 460,345,588 股，占公司总股 本的 54.69%。本次质押后，金石实业及其一致行动人累计质押公司股份 92,700,000 股，占其持有公司股份总数的 20.14%，占公司总股本的 11.01%。 公司于近日收到控股股东金石实业的通知，获悉其所持有本公司的部分股份 被质押，现将 ...

| 变更事项 | 变更前 | 变更后 | | --- | --- | --- | | 总部办公地址 | 浙江省杭州市西湖区求是路 8 号公元大厦南楼 2301 室 | 浙江省杭州市拱墅区展览 东路 150 号杭州中心 A 幢 | | | | 24 层、26 层 | | 邮政编码 | 310063 | 310000 | | 投资者联系电话 | 0571-81387094 | 0571-85388660 | | 投资者关系邮箱 | webmaster@chinesekings.com | ir@chinesekings.com | 除上述事项发生变更外，公司注册地址、官方网址等信息均保持不变，敬请广 大投资者留意。 欢迎广大投资者通过上述渠道与公司保持沟通联系。若由此给您带来不便，敬 请谅解！ 证券代码：603505 证券简称：金石资源 公告编号：2026-006 金石资源集团股份有限公司 关于变更总部办公地址、投资者联系电话及邮箱的公告 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。 根据经营发展需要，金石资源集团股份有限公司（ ...

证券代码：603505 证券简称：金石资源 公告编号：2026-008 金石资源集团股份有限公司 关于全资子公司为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。 （二）本次担保履行的内部决策程序 根据《上海证券交易所上市公司自律监管指引第 1 号——规范运作》的相关 规定，金昌矿业已就本次担保履行了内部决策程序，本次担保无需提交公司董事 会、股东会审议。 二、被担保人基本情况 重要内容提示： 被担保人名称：金石资源集团股份有限公司（以下简称"公司"或"本 公司"） 本次担保金额：公司全资子公司浙江兰溪市金昌矿业有限公司（以下简 称"金昌矿业"）与交通银行股份有限公司杭州杭大路支行签订《保证合同》为 公司提供最高额不超过人民币 3,000 万元的连带责任保证。截至本公告披露日， 金昌矿业已实际为公司提供的担保余额为人民币 75,000 万元（含本次）。 本次担保是否有反担保：无 对外担保逾期数量：无 一、担保情况概述 （一）担保基本情况 近日，公司全资子公司金昌矿业与交通银行股份有限公司杭州杭大路支行签 订《 ...

Core Viewpoint - Jinshi Resources has acquired a stake in Zhejiang Nuoya Fluorine Chemical Co., becoming its second-largest shareholder, aiming to enhance resource integration and improve collaborative efficiency in the fluorochemical industry [1] Company Summary - Zhejiang Nuoya focuses on the research and production of fluorine-containing electronic chemicals, with products including liquid cooling fluorinated liquids, electronic cleaning agents, high-efficiency environmentally friendly fire extinguishing agents, and fluorine-containing lithium battery materials [1] - Jinshi Resources is the largest publicly listed company in China in terms of fluorite resource reserves, possessing top-tier mining capabilities and resource reserves in the domestic market [1] - The strategic partnership represents a strong collaboration between resource and technology sectors, aligning with industry trends towards a "resource + technology" dual-driven model [1] Industry Summary - The fluorochemical industry is transitioning towards a dual-driven model due to tightening environmental policies and increased control over fluorite resources [1] - Companies that can integrate the entire industry chain are gaining a competitive advantage, while those focused on single segments face greater challenges [1] - Zhejiang Nuoya's move to bring in a leading upstream enterprise as a shareholder is a proactive step to align with industry development trends and enhance its own industry chain layout [1]

Core Viewpoint - The fluorochemical index experienced a decline of 4.98% during the week of January 26 to January 30, underperforming compared to the Shanghai Composite Index and other benchmarks [1][2]. Market Overview - The fluorochemical index closed at 5062.85 points, down 4.98%, lagging behind the Shanghai Composite Index by 4.54%, the CSI 300 Index by 5.06%, and the basic chemical index by 4.08%, while outperforming the new materials index by 0.31% [1][2]. Fluorochemical Prices - Fluorspar prices stabilized, with the market average for wet flourspar at 3,314 CNY/ton as of January 30, reflecting a slight increase of 0.15% week-on-week, but a year-on-year decrease of 9.61% [3]. - The average price for January 2026 was 3,310 CNY/ton, down 4.92% from 2025 [3]. Refrigerant Prices - As of January 30, prices for various refrigerants remained stable week-on-week, including: - R32: 63,000 CNY/ton (domestic), 61,200 CNY/ton (export) - R125: 50,000 CNY/ton (domestic), 45,000 CNY/ton (export) - R134a: 58,000 CNY/ton (domestic), 56,000 CNY/ton (export) - R143a: 40,000 CNY/ton (domestic), 20,000 CNY/ton (export) - R227: 55,000 CNY/ton (domestic), 50,000 CNY/ton (export) - R152a: 27,000 CNY/ton (both domestic and export) - R410a: 55,500 CNY/ton (domestic), 54,000 CNY/ton (export) - R404: 46,000 CNY/ton (domestic), 35,000 CNY/ton (export) - R507: 46,000 CNY/ton (domestic), 35,000 CNY/ton (export) - R22: 17,500 CNY/ton (domestic), 14,500 CNY/ton (export) [3]. Market Demand and Outlook - The refrigerant market is entering a demand off-season, with exports gradually resuming post-holiday. However, delays in export license processing are hindering full recovery. The demand from A5 countries for high GWP refrigerants is expected to increase, potentially boosting exports and domestic market activity [4]. - Overall, with low inventory and constrained supply, the upcoming demand recovery, especially during peak seasons, is anticipated to provide sufficient upward momentum for refrigerant prices [4]. Company Performance Forecasts - Companies such as Juhua Co., Ltd. (600160) and Haohua Technology (600378) are expected to see significant profit increases in 2025, with Juhua projected to achieve a net profit of 3.54 to 3.94 billion CNY (up 80% to 101% year-on-year) and Haohua expected to reach 1.38 to 1.48 billion CNY (up 30.96% to 40.44%) [4]. - Other companies like Luxi Chemical (000830) and ST Lianchuang (300343) also forecast substantial profit growth for 2025 [4]. Beneficiary Stocks - Recommended stocks benefiting from the fluorochemical market include Jinshi Resources, Juhua Co., Ltd., Sanmei Co., Ltd. (603379), and Haohua Technology, among others [6].