Group 1 - The core point of the article highlights the recent performance of Xinjin Road, which saw a 5.1% increase in stock price, reaching 15.47 yuan per share, with a trading volume of 525 million yuan and a turnover rate of 5.74%, resulting in a total market capitalization of 10.033 billion yuan [1] - Xinjin Road Group, established on April 18, 1992, and listed on May 7, 1993, is located in Deyang, Sichuan Province, and primarily engages in the production and operation of chlor-alkali chemicals and plastic products [1] - The revenue composition of Xinjin Road's main business includes resin products at 41.61%, alkali products at 38.43%, and other products at 19.97% [1] Group 2 - From the perspective of major fund holdings, data indicates that a fund under Jianxin Fund has a significant position in Xinjin Road, with Jianxin New Materials Select Stock Fund A (018194) holding 654,900 shares, accounting for 2.93% of the fund's net value, making it the eighth largest holding [2] - The Jianxin New Materials Select Stock Fund A, established on August 22, 2023, has a latest scale of 625.691 million yuan, with a year-to-date return of 7.72%, ranking 709 out of 5562 in its category; over the past year, it achieved a return of 67.59%, ranking 363 out of 4285 [2] - The fund manager, Tian Yuanquan, has a tenure of 5 years and 233 days, with the total asset scale of the fund at 5.21 billion yuan, achieving the best return of 109.46% and the worst return of -16.27% during his tenure [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券简称：新金路 证券代码：000510 编号：临2026一06号 四川新金路集团股份有限公司 2026年第一次临时董事局会议决议公告 本公司及董事局全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏 四川新金路集团股份有限公司（以下简称"公司"）2026年第一次临时董事局会议通知，于2026年1月25 日以书面文件等形式发出，会议于2026年1月28日以通讯表决方式召开，会议的召集、召开程序符合 《公司法》和《公司章程》的有关规定, 会议以通讯表决的方式，以9票同意，0票反对，0票弃权审议通 过了《关于子公司开具保函的议案》。 为保障子公司广西有色栗木矿业有限公司（以下简称"栗木矿业"）后续各项工作顺利推进，同意广西新 金路矿业有限公司向广东省深圳市南山区人民法院提交解除财产保全措施的申请，由栗木矿业向深圳市 南山区人民法院开立金额为人民币7,375.90万元的不可撤销银行保函。 具体内容详见公司同日在巨潮资讯网（http://www.cninfo.com.cn）等披露的《关于子公司开具保函的公 告》。 特此公告 四川新金路集团 ...

Market Overview - The chemical raw materials sector experienced a decline of 0.25% on January 29, with New Jinlu leading the drop [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Top Performers - Jin Niu Chemical (600722) saw a closing price of 8.61, with a significant increase of 9.96% and a trading volume of 1.1677 million shares, totaling a transaction value of 9.52 billion [1] - Jiang Tian Chemical (300927) closed at 34.93, up 8.08%, with a trading volume of 247,600 shares and a transaction value of 8.05 billion [1] - Mei Rui Ya (600714) closed at 17.24, up 6.09%, with a trading volume of 349,800 shares [1] Underperformers - New Jinlu (000510) closed at 16.63, down 10.01%, with a trading volume of 1.0948 million shares and a transaction value of 1.864 billion [2] - Sanxiang New Materials (603663) closed at 42.18, down 4.79%, with a trading volume of 238,800 shares [2] - Sanqi Co. (603938) closed at 25.69, down 4.36%, with a trading volume of 147,900 shares [2] Capital Flow - The chemical raw materials sector saw a net outflow of 267 million from institutional investors and 172 million from retail investors, while retail investors had a net inflow of 439 million [2] - The capital flow for specific stocks indicates varying trends, with some stocks experiencing significant net inflows from retail investors [3] Notable Stock Movements - Bin Hua Co. (601678) had a net inflow of 1.07 billion from institutional investors, while it faced a net outflow of 31.52 million from retail investors [3] - Bao Feng Energy (600989) recorded a net inflow of 94.19 million from institutional investors, with a net outflow of 53.11 million from retail investors [3] - San You Chemical (600409) had a net inflow of 70.55 million from institutional investors, while retail investors experienced a net outflow of 46.44 million [3]

证券简称：新金路 证券代码：000510 编号：临 2026-07 号 本公司及董事局全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏 四川新金路集团股份有限公司 关于子公司开具保函的公告 一、担保情况概述 （一）2024 年 12 月 13 日，广东省深圳市南山区人民法院作出（2024) 粤 0305 民诉前调 51628 号《民事裁定书》，并于 2024 年 12 月 30 日冻结了 四川新金路集团股份有限公司（以下简称"公司"）子公司广西新金路矿业 有限公司（以下简称"广西新金路矿业"）持有的广西有色栗木矿业有限公 司（以下简称"栗木矿业"）占比 22.436%的股权，对应注册资本人民币 7,375.90 万元。 上述股权被冻结后，公司积极主张自身合法权益，与广东省深圳市南山 区人民法院进行多次沟通，截至本公告披露日，上述案件仍未开庭。为保障 栗木矿业后续各项工作顺利推进，广西新金路矿业拟向广东省深圳市南山区 人民法院提交解除财产保全措施的申请，由栗木矿业向深圳市南山区人民法 院开立金额为人民币 7,375.90 万元的不可撤销银行保函。 （二）本担保事项已经公司 202 ...

Group 1 - The company Xinjinlu experienced a limit down today with a trading volume of 1.864 billion yuan and a turnover rate of 18.05% [1] - According to the post-market dragon and tiger list, four institutional special seats net bought 137 million yuan [1]

证券简称：新金路 证券代码：000510 编号：临 2026—06 号 特此公告 四川新金路集团股份有限公司董事局 二○二六年一月三十日 四川新金路集团股份有限公司（以下简称"公司"）2026 年第一次 临时董事局会议通知，于 2026 年 1 月 25 日以书面文件等形式发出，会议 于 2026 年 1 月 28 日以通讯表决方式召开，会议的召集、召开程序符合 《公司法》和《公司章程》的有关规定, 会议以通讯表决的方式，以 9 票 同意，0 票反对，0 票弃权审议通过了《关于子公司开具保函的议案》。 为保障子公司广西有色栗木矿业有限公司（以下简称"栗木矿业"） 后续各项工作顺利推进，同意广西新金路矿业有限公司向广东省深圳市南 山区人民法院提交解除财产保全措施的申请，由栗木矿业向深圳市南山区 人民法院开立金额为人民币 7,375.90 万元的不可撤销银行保函。 具体内容详见公司同日在巨潮资讯网（http://www.cninfo.com.cn）等 披露的《关于子公司开具保函的公告》。 四川新金路集团股份有限公司 2026 年第一次临时董事局会议决议公告 本公司及董事局全体成员保证信息披露的内容真实、准确、完整 ...

Core Viewpoint - New Jinlu (SZ000510) experienced a significant drop, hitting the daily limit down at 16.63 yuan, with a decline of 10.01%, reflecting a total market value of 10.785 billion yuan and a circulating market value of 10.089 billion yuan as of January 29, 2026 [1][2]. Group 1: Company Performance - The company announced a substantial increase in expected losses for the 2025 annual report, projecting a net profit attributable to shareholders of -228 million to -180 million yuan, representing a year-on-year decline of 264.55% to 187.81% [2]. - The main business segment, chlor-alkali chemicals, is facing cyclical pressures, particularly due to low PVC resin prices, which severely impact the company's profitability and investor confidence [2]. Group 2: Governance and Management Issues - Five core executives plan to reduce their holdings, which may convey a negative signal to the market [2]. - The largest shareholder has a pledge ratio of 78.77%, and the ratio for concerted actors is 62.96%, indicating potential risks associated with high pledge levels [2]. - Frequent changes in the management team, including resignations of a vice president and an assistant president, as well as a change in the company secretary, may affect the company's stability [2]. Group 3: Market Position and Sentiment - The company's focus on chlor-alkali chemicals and mining resource development does not align with current market trends, as the chlor-alkali chemical industry is under cyclical pressure, and while mining projects have potential, they are unlikely to yield short-term benefits [2]. - The stock price reached a historical high of 20.48 yuan on January 26, 2026, but the divergence between stock price and expected losses suggests that the previous price increase may have been driven by short-term speculation [2]. - A significant increase in the number of shareholders has led to a dispersion of shares, creating a need for price correction, which may explain the limit down on January 29 [2].

Group 1 - The company expects a negative net profit for the fiscal year 2025, covering the period from January 1, 2025, to December 31, 2025 [1] - The main reason for the expected performance decline is the continuous low price fluctuations of the company's main product, PVC resin, along with impairment provisions for inventory, fixed assets, and intangible assets, leading to increased losses year-on-year [2] - The financial data in the performance forecast is based on preliminary calculations by the company's finance department and has not yet been audited by the accounting firm [3] Group 2 - The company will provide detailed financial data in the annual report for 2025 [3] - The designated media for information disclosure includes China Securities Journal, Securities Times, Shanghai Securities Journal, and the Giant Tide Information Network [3] - The company emphasizes compliance with legal regulations for timely information disclosure [3]

Core Viewpoint - The company Xinjinlu announced that its subsidiary, Guangxi Youse Limu Mining Co., Ltd., has received a resumption notice and "work order" on January 17, 2026, and is currently advancing its mining, mineral processing, and smelting project construction as planned and required [1] Group 1 - The subsidiary Guangxi Youse Limu Mining Co., Ltd. has resumed operations as of January 17, 2026 [1] - The company is progressing with its mining, mineral processing, and smelting projects according to the established plans and requirements [1]

Core Viewpoint - The company aims to leverage the rich mineral resources of the Limu mining area to develop a comprehensive and efficient utilization strategy, transforming the mining area into a circular economy industrial park that integrates mining, production, processing, manufacturing, and trade, thereby creating new profit growth points and promoting long-term sustainable development [1] Group 1 - The company plans to utilize the abundant mineral resources in the Limu mining area [1] - The development strategy includes creating a circular economy industrial park [1] - The initiative aims to establish new profit growth points for the company [1]