Group 1 - The chemical sector continues to rise, with the chemical ETF (516020) showing a maximum intraday increase of 1.72% and currently up by 1.59% [1] - Key stocks in the sector include Hebang Biotechnology and Shengquan Group, both rising over 6%, while other companies like Duofluoride, Xinzhoubang, and Zhongke Titanium White have increased by over 5% [1] - The solid-state battery industry is transitioning from research to commercialization, with significant policy support in China, and small-scale production expected around 2027 [3] Group 2 - Investment strategies suggest focusing on sectors benefiting from supply-side improvements, such as pesticides, organic silicon, and polyester filament, while also considering potassium and phosphorus chemical industries under the backdrop of potential interest rate cuts by the Federal Reserve [4] - The domestic chemical industry is expected to maintain a competitive advantage due to cost benefits and technological advancements, potentially reshaping the global chemical industry landscape [5] - The chemical ETF (516020) tracks the sub-sector chemical index, with nearly 50% of its holdings in large-cap stocks, providing exposure to leading companies in various chemical segments [6]

Group 1 - The chemical sector continues to show strong performance, with the chemical ETF (516020) experiencing a price increase of 0.66% as of the latest update, reflecting a peak intraday gain of 1.32% [1][2] - Key stocks in the sector, including fluorine chemicals, soda ash, lithium batteries, and synthetic resins, have seen significant gains, with companies like Duofu Duo and Hebang Biological rising over 7% [1][3] - The Ministry of Industry and Information Technology has proposed measures to expand market consumption, including optimizing tax incentives for the automotive industry and promoting electric vehicles in public sectors [1][4] Group 2 - According to CITIC Construction Investment, investment in China's lithium battery industry chain has rapidly increased, with solid-state batteries emerging as a hot investment area, indicating a significant acceleration in the industrialization process [3] - The chemical ETF (516020) is currently at a low valuation point, with a price-to-book ratio of 2.31, suggesting a favorable long-term investment opportunity [3] - Donghai Securities highlights that China's chemical industry has a competitive advantage due to cost efficiency and technological advancements, positioning it to fill gaps in the international supply chain [4] Group 3 - The chemical ETF (516020) tracks the CSI segmented chemical industry index, with nearly 50% of its holdings in large-cap leading stocks, providing investors with a diversified exposure to the chemical sector [5] - The ETF allows investors to efficiently capitalize on the rebound opportunities in the chemical sector, with a balanced approach to various sub-sectors [5]

9月30日，圣泉集团涨5.09%，截至发稿，报33.68元/股，成交4.18亿元，换手率1.61%，总市值285.07亿 元。 截至发稿，金烨累计任职时间3年271天，现任基金资产总规模5433.98万元，任职期间最佳基金回报 42.2%， 任职期间最差基金回报-1.51%。 资料显示，济南圣泉集团股份有限公司位于山东省济南市章丘区刁镇工业经济开发区，成立日期1994年 1月24日，上市日期2021年8月10日，公司主营业务涉及合成树脂及复合材料、生物质化工材料及相关产 品的研发、生产、销售。主营业务收入构成为：合成树脂及衍生品87.89%，生物质产品9.64%，其他(补 充)1.70%，其他0.76%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 从基金十大重仓股角度 责任编辑：小浪快报 数据显示，银河基金旗下1只基金重仓圣泉集团。银河新材料股票发起式A（020276）二季度增持1900 股，持有股数2.19万股，占基金净值比例为5.17%，位居第五大重仓股。根据测 ...

Core Viewpoint - Shengquan Group is making a significant investment in the new energy sector by issuing convertible bonds to raise up to 2.5 billion yuan, aimed at enhancing its position in the lithium battery anode materials market and supporting its growth trajectory [1][2]. Group 1: Fundraising and Investment Plans - The company plans to allocate 2 billion yuan of the raised funds to a "green new energy battery materials industrialization project," which includes the construction of a 100,000-ton annual production facility for bio-based hard carbon anode materials [2][3]. - The project is located in the Jinan Diaozhen Chemical Industrial Park and has a planned construction period of two years, with expected annual sales revenue of 3.61 billion yuan and an average net profit of 757 million yuan upon completion [2][3]. Group 2: Company Performance and Growth - Shengquan Group has demonstrated robust growth, with a revenue increase of 15.67% year-on-year to 5.351 billion yuan and a net profit surge of 51.19% to 501 million yuan in the first half of 2025 [1][5]. - The company has maintained a steady operational trend, with revenues projected to grow from 8.825 billion yuan in 2021 to 10.02 billion yuan in 2024, marking a significant milestone of surpassing 10 billion yuan in 2024 [4][5]. Group 3: Research and Development - The company has invested a total of 1.717 billion yuan in R&D from 2022 to the first half of 2025, with a strong focus on technological innovation to support its business upgrades [1][5]. - As of mid-2025, Shengquan Group holds 792 valid domestic patents, including 546 authorized invention patents, which fortify its competitive edge in the market [5].

一、董事会会议召开情况 济南圣泉集团股份有限公司（以下简称"公司"）第十届董事会第八次会议（以下简称"本次会议"）于 2025年9月28日以现场结合通讯方式在公司会议室召开。本次会议的通知于2025年9月25日以电话、电子 邮件等方式向各位董事发出。本次董事会应参加表决的董事7名，实际参加表决的董事7名。会议由董事 长唐一林先生主持，公司高级管理人员列席了本次会议。本次会议的召集、召开符合《中华人民共和国 公司法》（以下简称"《公司法》"）及《济南圣泉集团股份有限公司章程》的有关规定，会议决议合法 有效。 二、董事会会议审议情况 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：605589 证券简称：圣泉集团 公告编号：2025-081 济南圣泉集团股份有限公司 第十届董事会第八次会议决议公告 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。 1、审议通过《关于〈济南圣泉集团股份有限公司向不特定对象发行可转换公司债券预案（修订稿）〉 的议案》 因公司调整向不特定对象发行可转换公司债券发行方案的相关内容，公司编制了《济 ...

Investment Rating - The report maintains a "Positive" rating for the chemical industry [5][6][20] Core Insights - The petrochemical industry is expected to see stable growth due to the introduction of policies aimed at enhancing industry health and eliminating outdated capacity [5][6] - The demand for viscose filament is anticipated to tighten, leading to an upward trend in prices, while the grass herbicide market is expected to optimize its structure [5][6] - The global GDP growth is projected to remain at 2.8%, with stable oil demand despite some slowdown due to tariff policies [5][6] Industry Dynamics - Oil supply is expected to increase significantly, driven by non-OPEC production, while demand remains stable [5][6] - The coal market is anticipated to experience long-term price stabilization, with easing pressures on downstream sectors [5][6] - Natural gas exports from the U.S. are likely to accelerate, potentially lowering import costs [5][6] Chemical Sector Analysis - The report highlights that the viscose filament industry will see a supply-demand tightening, with a projected increase in operating rates from 84% to over 95% [5][6] - The grass herbicide market is set to address issues of low pricing and quality through upcoming industry meetings aimed at regulating competition [5][6] Investment Recommendations - The report suggests focusing on sectors benefiting from the "anti-involution" policy, including textiles, agriculture, and export-related chemicals [5][6] - Specific companies to watch include Xinxiang Chemical Fiber, Jilin Chemical Fiber, and Lier Chemical, which are expected to benefit from market dynamics [5][6][20] Key Company Valuations - The report provides a valuation table for key companies, indicating various ratings such as "Buy" and "Increase" for companies like Hailir Chemical, Yunnan Chemical, and Wanhu Chemical [20]

证券代码：605589 证券简称：圣泉集团 公告编号：2025-082 济南圣泉集团股份有限公司 除以上调整外，其他事项无实质性变化。修订后的相关文件已于上 海证券交易所网站(www.sse.com.cn)披露，敬请投资者注意查阅。根据 公司 2025 年第三次临时股东大会授权，本次调整无需提交公司股东会审 议。 公司本次向不特定对象发行可转换公司债券相关事项尚需经上海证 券交易所发行上市审核通过并报经中国证券监督管理委员会注册后方可 实施，敬请广大投资者注意投资风险。 关于修订向不特定对象发行可转换公司债券 济南圣泉集团股份有限公司于 2025 年 8 月 18 日召开了公司第十届 董事会第六次会议、第十届监事会第五次会议，于 2025 年 9 月 4 日召开 了 2025 年第三次临时股东大会，上述会议均审议通过了公司向不特定对 象发行可转换公司债券的相关议案。具体内容详见公司在上海证券交易 所网站（www.sse.com.cn）发布的《济南圣泉集团股份有限公司向不特 定对象发行可转换公司债券预案》及相关文件。 2025 年 9 月 28 日，公司召开了第十届董事会第八次会议、第十届董 事会审计委员会 2 ...

济南圣泉集团股份有限公司 向不特定对象发行可转换公司债券预案（修订稿） 证券代码：605589 上市地：上海证券交易所 证券简称：圣泉集团 济南圣泉集团股份有限公司 向不特定对象发行可转换公司债券预案 （修订稿） 二零二五年九月 济南圣泉集团股份有限公司 向不特定对象发行可转换公司债券预案（修订稿） 公司声明 1、公司及董事会全体成员保证本预案内容真实、准确、完整，并确认不存 在虚假记载、误导性陈述或重大遗漏，并对本预案内容的真实性、准确性、完整 性承担个别和连带的法律责任。 2、本次向不特定对象发行可转债完成后，公司经营与收益的变化，由公司 自行负责；因本次向不特定对象发行可转债引致的投资风险，由投资者自行负责。 3、本预案是公司董事会对本次向不特定对象发行可转债的说明，任何与之 相反的声明均属不实陈述。 4、投资者如有任何疑问，应咨询自己的股票经纪人、律师、专业会计师或 其他专业顾问。 5、本预案所述事项并不代表上海证券交易所、中国证监会对于本次向不特 定对象发行可转换公司债券相关事项的实质性判断、确认、批准或注册，本预案 所述本次向不特定对象发行可转换公司债券相关事项的生效和完成尚待上海证 券交易所审核 ...

证券代码：605589 证券简称：圣泉集团 公告编号：2025-083 根据《国务院办公厅关于进一步加强资本市场中小投资者合法权益 保护工作的意见》（国办发[2013]110 号）、《国务院关于进一步促进 资本市场健康发展的若干意见》（国发[2014]17 号）和中国证券监督管 理委员会（以下简称"中国证监会"）《关于首发及再融资、重大资产 重组摊薄即期回报有关事项的指导意见》（证监会公告[2015]31 号）等 相关法律、法规及规范性文件的要求，为保障中小投资者利益，公司就 本次向不特定对象发行可转换公司债券（以下简称"可转债"）对即期 回报摊薄的影响进行了分析并提出了具体的填补回报措施，相关主体对 公司填补回报拟采取的措施能够得到切实履行作出了承诺，具体如下： 一、本次向不特定对象发行可转债对公司主要财务指标影响的测算 （一）主要假设和前提条件 公司基于以下假设条件就本次发行摊薄即期回报对公司主要财务指 标的影响进行分析，提请投资者特别关注，以下假设条件不构成任何预 测及承诺事项，投资者不应据此进行投资决策，如投资者据此进行投资 决策而造成任何损失的，公司不承担任何责任，本次发行方案和完成时 间最终以经上 ...

济南圣泉集团股份有限公司 募集资金使用可行性分析报告（修订稿） 证券代码：605589 上市地：上海证券交易所 证券简称：圣泉集团 济南圣泉集团股份有限公司 向不特定对象发行可转换公司债券 募集资金使用可行性分析报告 （修订稿） 二零二五年九月 济南圣泉集团股份有限公司 募集资金使用可行性分析报告（修订稿） 一、本次募集资金使用计划 公司本次向不特定对象发行可转换公司债券拟募集资金总额不超过人民币 250,000.00 万元（含 250,000.00 万元），扣除发行费用后，将投资于绿色新能源 电池材料产业化项目和补充流动资金，具体如下： | 序 号 | 项目名称 | 项目总投资（万元） | | 募集资金使用金额（万元） | | --- | --- | --- | --- | --- | | 1 | 绿色新能源电池材料产业化项目 | 250, | 026.04 | 200,000.00 | | 2 | 补充流动资金 | | 50,000.00 | 50,000.00 | | | 合计 | 300, | 026.04 | 250,000.00 | 如本次发行实际募集资金（扣除发行费用后）少于拟投入募集资金总额， ...