Investment Rating - The report maintains a strong rating for the chemical industry, indicating a positive outlook for the sector [5]. Core Insights - The chemical sector has shown resilience with the CITIC Basic Chemical Index rising by 5.73% and the Shenwan Chemical Index increasing by 7.29% this week [13][16]. - Key sub-industries such as soda ash, chlor-alkali, and dyeing chemicals have experienced significant price increases, with soda ash rising by 13.3% [16]. - The report highlights the competitive strength of domestic tire manufacturers and suggests focusing on companies like Sailun Tire and Linglong Tire as potential growth opportunities [4]. - The polyurethane project by Huide Technology, with an annual production capacity of 600,000 tons, has commenced, indicating strategic growth in the new materials sector [3]. - The report emphasizes the tightening supply-demand dynamics in the phosphate chemical sector due to environmental regulations and increasing demand from the new energy sector [4]. Summary by Sections Market Overview - The Shanghai Composite Index increased by 0.84%, while the ChiNext Index decreased by 0.34% [13]. - The overall performance of the chemical sector is positive, with notable gains in various sub-industries [16]. Key Sub-Industry Developments - **Polyurethane**: The price of pure MDI in East China is reported at 17,600 RMB/ton, showing a week-on-week decline of 1.12% [28]. - **Tires**: The operating load for all-steel tires in Shandong is at 62.70%, reflecting a year-on-year increase of 20.70% [49]. - **Fertilizers**: Urea prices are at 1,757.45 RMB/ton, with a week-on-week decrease of 0.4% [63]. - **Vitamins**: The price of Vitamin A is reported at 61.5 RMB/kg, down 1.6% week-on-week [79]. Investment Themes - **Tire Sector**: Domestic tire companies are positioned strongly, with a focus on growth stocks [4]. - **Consumer Electronics**: Recovery in demand is anticipated, benefiting upstream material companies [4]. - **Phosphate Chemicals**: Supply constraints due to environmental policies are expected to tighten the market [4]. - **Vitamin Supply**: Supply disruptions in Vitamin A and E are noted, creating potential investment opportunities [4].

证券日报网1月23日讯，金石资源（603505）在接受调研者提问时表示，氢氟醚系列是诺亚在中高端清 洗领域的重要产品线，已开发十余种纯品及配方产品，这些产品均可作为3M同类清洗剂的有效替代， 广泛应用于精密光学、面板、半导体、医疗器材制造和汽车领域的清洗与冷却。诺亚产品的优势是，在 保持价格竞争力的同时，具备更优的技术含量与性能表现，尤其在材料稳定性与清洗效能方面具有明显 优势，构建了较高的技术壁垒。 ...

Core Viewpoint - Jinshi Resources (603505) highlights the four main technical routes of fluorinated liquids, which include perfluoroamines, perfluoropolyethers, perfluoroolefins, and hydrofluoroethers, each with distinct characteristics in terms of environmental impact, process costs, and applicable scenarios [1] Group 1: Technical Routes - Perfluoroamines, represented by 3M, have excellent heat dissipation performance but are associated with high pollution and energy consumption due to their electrochemical fluorination production process, resulting in a high global warming potential (GWP) and elevated costs [1] - Perfluoropolyethers, primarily produced by European companies like Solvay, offer good heat dissipation performance, but some products have a GWP even higher than perfluoroamines, along with relatively high costs [1] - Perfluoroolefins, proposed by companies like Noah, have the lowest GWP and outstanding environmental properties, along with good heat dissipation performance; their production process is advantageous, making them the most cost-effective among the products, currently mainly used in temperature control and cleaning in semiconductor and data center applications [1] - Hydrofluoroethers are suitable for non-contact liquid cooling scenarios, providing good heat dissipation performance, but they have a higher dielectric constant [1]

证券日报网1月23日讯，金石资源（603505）在接受调研者提问时表示，公司当前总产能近20000吨，其 中冷却液产能是5000吨/年，包含氢氟醚类和全氟烯烃类；生产基地分布于浙江上虞和湖北潜江。氢氟 醚产品主要位于湖北潜江，处于产能爬坡阶段，2025年四季度订单已排满，增长态势明确。 ...

证券日报网1月23日讯，金石资源（603505）在接受调研者提问时表示，单一萤石矿山是公司的基本 盘，目前整体运作正常。公司位于国内的单一萤石矿山去年产量是在40多万吨，成本情况得到一定控 制，萤石精粉价格近期稳定在3300-3450元/吨(含税)的区间。2026年，随着翔振矿业的技改完成，预计 产量会略有提升。 ...

证券日报网1月23日讯，金石资源（603505）在接受调研者提问时表示，浙江诺亚氟化工有限公司成立 于2015年，系国家高新技术企业、国家级专精特新重点"小巨人"企业、浙江省科技"小巨人"企业。公司 拥有两大生产基地，总占地超20万平方米，分别在浙江上虞和湖北潜江，含氟电子化学品年总产能近 20000吨。公司目前主营三大系列的产品，分别是氟化冷却液、中高端电子清洗剂、全氟己酮灭火剂， 应用领域涵盖了数据中心、半导体、面板、汽车、精密电子、储能、新能源消防等新兴及热门领域。 ...

证券日报网1月23日讯，金石资源（603505）在接受调研者提问时表示，包头"选化一体"项目在2025年 运行比较良好，特别是包钢金石选矿项目，超计划完成了产量目标。2026年，主要聚焦金鄂博氟化工相 关产能的释放，深化降本增效措施，优化运营管理等，力争实现更优的经营效益。 ...

证券日报网讯1月21日，金石资源（603505）在互动平台回答投资者提问时表示，公司目前办公地址位 于杭州市求是路8号23层。 ...

【开源化工-日度数据跟踪＆反内卷产品跟踪】 各位领导，这是1月20日化工品价格价差及化工企业股价涨跌幅情况，1月20日： 上证综指报4113.65，日环比-0.01%；基础化工、石油化工分别报7785.68、4841.91，分别日环比+0.35%、 +2.58%。 反内卷产品中价格涨幅靠前的为：聚酯瓶片、己内酰胺，分别环比昨天+0.75%、0.54%。 价差涨幅前5为：磷酸铁锂、顺酐、硬泡聚醚、草甘膦、苯酚，分别环比昨天+52.62%、38.41%、37.5%、 29.24%、17.62%； 化工企业股价涨幅前5为：江天化学、怡达股份、润丰股份、七彩化学、红棉股份，分别环比昨天+19.99%、 11.96%、10.72%、10.71%、10.13%。 今日重点公告： 【东方铁塔】业绩预告：公司预计2025年归属于上市公司股东的净利润为10.8-12.7亿元，同比+91.4%-125.07%。 【芭田股份】业绩预告：公司预计2025年归属于上市公司股东的净利润为8.9-9.8亿元，同比+117.53%-139.53%。 价格涨幅前5为：R125、R22、烟酰胺、丙烯酸、醋酸正丙酯，分别环比昨天+3.09%、2. ...

证券代码：603505 证券简称：金石资源 公告编号：2026-002 根据《股权转让协议》的相关约定，公司于2026年1月9日完成了首期款的支付，即向转让方支付各自的 股权转让价款的50%，合计128,467,779.92元，并已取得所购买的标的公司相关股权对应的股东权利。 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： ● 浙江诺亚氟化工有限公司（以下简称"诺亚氟化工"或"标的公司"）已办理完成本次股权转让所涉及的 工商变更登记手续，金石资源集团股份有限公司（以下简称"公司"）于2026年1月20日向各转让方支付 《股权转让协议》约定的剩余50%股权转让价款即合计128,467,779.93元，并派出王福良先生担任标的 公司董事，本次交易已完成。 一、本次交易概述 公司于2025年12月19日召开公司第五届董事会第九次会议审议通过了《关于购买浙江诺亚氟化工有限公 司部分股权的议案》，依托公司上游萤石矿以及氟化工基础产品的核心优势，布局具有高增长潜力的精 细氟化工赛道，公司拟以256,935,559.85元的 ...