新京报贝壳财经讯 1月22日，恒逸石化发布公告，披露集中竞价交易方式回购股份方案（第六期），公 司拟回购股份用于实施员工持股计划或股权激励。本次回购股份资金总额不低于5亿元，不超过10亿 元。本次回购股份的价格不超过15.00元/股。回购期限自董事会审议通过本回购方案之日起不超过12个 月。 ...

1月23日，化工板块继续上攻！反映化工板块整体走势的化工ETF（516020）开盘后持续红盘震荡，截至发稿，场内价格涨0.31%。 成份股方面，石化、磷化工、氟化工等板块部分个股涨幅居前。截至发稿，东方盛虹、卫星化学、宏达股份大涨超4%，联泓新科、凯赛生物涨超3%，三美 股份、恒逸石化等多股涨超2%。 | | 分时 多日 1分 5分 15分 30分 | | ୧୦સે | 日 周 月 更多 | | | F9 盘前盤后 叠加 九转 | | 画线 丁旦 《 2 > | 4. ETF O | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.988 | | 516020[化工ETF] 11:16 价 | | | 0.978 涨跌 0.003(0.31%) 均价 0.979 成交量 1673 IOPV 0.9772 | | | | 2026/01/23 | (0) C. 7/2 | | +0 | | | | | | | | | | | | SSE CNY 11:16:26 交易中 | | | | ...

慧博云通：发行股份购买资产相关申请文件获深交所受理 1月23日，慧博云通(301316)发布公告称，公司拟通过发行股份的方式向乐山高新投资发展（集团）有 限公司等57名交易对方购买其合计持有的宝德计算机系统股份有限公司65.47%股份，并拟向公司实控 人余浩发行股份募集配套资金。1月22日，公司发行股份购买资产并募集配套资金申请文件获得深交所 受理。 明阳智能：拟购买德华芯片100%股权 股票复牌 1月23日，明阳智能(601615)发布公告称，公司拟通过发行股份及支付现金的方式向交易对方合计购买 德华芯片100%的股权，并向不超过35名符合中国证监会条件的特定投资者发行股份募集配套资金，标 的公司主要产品为半导体外延片、芯片、电源系统等。公司股票将于2026年1月23日（星期五）开市起 复牌。 三花智控：实控人等拟合计减持不超过0.2425%公司股份 1月23日，三花智控(002050)发布公告称，公司实控人、董事长张亚波、董事王大勇、董事倪晓明、董 事陈雨忠、董事会秘书胡凯程及财务总监俞蓥奎计划合计减持不超过0.2425%公司股份。 物产金轮：股东拟减持不超过3%公司股份 1月23日，物产金轮(00272 ...

经济观察网2026年1月22日，恒逸石化（000703）发布公告，公司拟5亿元至10亿元回购股份，回购价格 不超过15元/股。 ...

Important Events - Shunhao Co., Ltd. announced that its affiliated company, the first-generation experimental satellite "Chengguang No. 1," has completed development but has not yet been launched [1] - Yinglian Co., Ltd.'s subsidiary Jiangsu Yinglian signed a strategic agreement with LG Chem to accelerate the layout of the global lithium battery innovation materials market [1] - Lizhong Group's subsidiary has been designated for an aluminum alloy wheel project, with expected sales of approximately 1.37 billion yuan during the project cycle [1] - Qiangrui Technology's Dongguan Aluminum Bao primarily supplies precision structural components for liquid cooling heat dissipation modules to clients such as Qihong, maintaining a high supply share [1] - Yushu released a sales data clarification announcement stating that the actual shipment of humanoid robots for the entire year of 2025 will exceed 5,500 units, with over 6,500 units of the main body rolling off the production line [1] Performance - ShenNan Electric A expects a year-on-year net profit increase of 585%-722% for 2025 [1] - Runtou Co., Ltd. anticipates a year-on-year net profit increase of 181.05%-227.89% for 2025, benefiting from investment income from holding Muxi Co., Ltd. [1] - Ruisheng Intelligent expects a year-on-year net profit increase of 112%-140% for 2025, expanding its computing server business [1] - Zhaoyi Innovation forecasts a year-on-year net profit increase of approximately 46% for 2025, driven by an upward cycle in the storage industry and improved supply-demand structure [1] - Qiangyi Co., Ltd. expects a year-on-year net profit increase of 58%-71% for 2025, supported by strong order growth from leading clients in the communication network and AI computing chip sectors [1] - Founder Technology anticipates a year-on-year net profit increase of 67%-98% for 2025, expanding into high-value-added businesses such as AI servers, high-speed optical modules, and high-end switches [1] - Zhongbing Hongjian expects a pre-tax profit of 34 million to 46 million yuan for 2025, with significant growth in revenue from special equipment product deliveries [1] Share Buybacks and Increases - Hengyi Petrochemical plans to repurchase company shares with an investment of 500 million to 1 billion yuan [2] - Yunyi Electric's controlling shareholder and chairman intends to increase shareholding by 30 million to 60 million yuan [2] - Xiaomi Group announced an automatic share repurchase plan of up to 2.5 billion Hong Kong dollars and will cancel the repurchased shares [2]

Monetary Policy and Economic Measures - The central bank governor Pan Gongsheng stated that a moderately loose monetary policy will continue in 2026, with room for further cuts in reserve requirement ratios and interest rates to maintain ample liquidity [3] - The first batch of 936 billion yuan of ultra-long special government bonds has been allocated to support approximately 4,500 projects in various sectors, expected to drive total investment exceeding 460 billion yuan [4] - The People's Bank of China will conduct a 900 billion yuan MLF operation on January 23, net injecting 700 billion yuan into the market, marking the 11th consecutive month of increased operations [4] Consumer and Investment Trends - State-owned banks collectively announced the implementation of personal consumption loan interest subsidy policies, allowing some high-quality clients to enjoy effective interest rates in the "2%" range, lower than current housing loan rates [3] - Public funds have focused their fourth-quarter 2025 positions on core sectors such as electronics and power equipment, with Zhongji Xuchuang becoming the largest holding stock [3] Market Performance - The A-share market saw a slight increase, with the Shanghai Composite Index rising 0.14% to 4122.58 points, and the Shenzhen Component Index increasing by 0.5% [6] - The Hong Kong stock market also experienced minor fluctuations, with the Hang Seng Index rising 0.17% to 26629.96 points, and net inflows from southbound funds amounting to 5.166 billion HKD [6] Corporate Developments - Alibaba Group has decided to support its chip company "Pingtouge" for independent listing, with plans for restructuring to a mixed-ownership enterprise [7] - Xiaomi Group has initiated a stock repurchase plan of up to 2.5 billion HKD [9] - Nanjing Bank reported a net profit growth of 8.08% year-on-year for 2025 [9] Regulatory and Policy Updates - The State Administration for Market Regulation has issued a red card for the first time in the public utility sector, prohibiting a merger between two gas companies [10] - Nine departments jointly issued opinions to promote high-quality development in the pharmaceutical retail industry, encouraging mergers and acquisitions among retail pharmacies [10] Economic Indicators - The unemployment rate for urban labor aged 16-24 was reported at 16.5% in December 2025, while the rate for those aged 25-29 was 6.9% [5] - The National Bureau of Statistics reported a 28.1% year-on-year increase in sales revenue for the smart device manufacturing industry in 2025 [10]

据了解，自2020年以来，恒逸石化已陆续实施完成五期回购方案。此次第六期回购方案的推出，体现公 司对未来持续稳定发展的信心，向外界释放了强有力的信号。 1月22日，恒逸石化（000703）连发公司第六期股份回购方案及第七期员工持股计划(草案)公告。 恒逸石化披露的第六期回购方案，拟以集中竞价交易方式，使用自有及自筹资金，回购股份资金总额不 低于5亿元，不超过10亿元，回购价格不超过15元/股，按照价格上限测算，预计可回购股份数量在 3333.33万股至6666.67万股之间，占公司目前总股本的0.93%至1.85%。本次回购股份将全部用于后续员 工持股计划或股权激励，回购期限自董事会审议通过之日起不超过12个月。 与第六期回购方案呼应，恒逸石化同步推出第七期员工持股计划，进一步完善利益共享、风险共担机 制，凝聚核心团队发展共识。根据草案，本次员工持股计划面向公司董事、监事、高级管理人员、公司 及下属控股子公司的正式员工，总人数不超过2500人。计划初始拟筹集资金总额不超过11.12亿元，受 让公司回购专用账户中第三期股份回购计划对应已回购的股份，总数不超过1.51亿股，拟受让价格为 7.37元/股，为公司第三 ...

Group 1: Company Fundraising and Investment - Company plans to use 500 million yuan of raised funds to increase capital in its wholly-owned subsidiaries for the implementation of a DRAM investment project [1] - Zhuhai Hengqin Chip Storage Co., Ltd. will receive 30 million yuan, and Hefei Chip Storage Co., Ltd. and Xi'an Chip Storage Co., Ltd. will receive 50 million yuan and 30 million yuan respectively for the DRAM project [1] Group 2: Profit Forecasts and Turnarounds - Yiling Pharmaceutical expects a net profit of 1.2 billion to 1.3 billion yuan in 2025, recovering from a loss of 725 million yuan in the previous year [2] - Liard anticipates a net profit of 300 million to 380 million yuan in 2025, compared to a loss of 889 million yuan last year, driven by a new strategic cycle focusing on AI [2] - Daming City forecasts a net profit of 140 million to 165 million yuan in 2025, recovering from a loss in the previous year, aided by reduced asset impairment losses [3] - Guanghua Technology expects a net profit of 85 million to 120 million yuan in 2025, recovering from a loss of 205 million yuan last year, due to expansion in specialized chemicals and PCB sectors [3] - Boteng Co. anticipates a net profit of 80 million to 105 million yuan in 2025, recovering from a loss of 288 million yuan, supported by operational efficiency improvements [4] - Shiyida expects a net profit of 31 million to 46 million yuan in 2025, recovering from a loss of 2.34 million yuan last year, driven by business development and cost control [4] - Guochuang High-tech forecasts a net profit of 16 million to 24 million yuan in 2025, recovering from a loss of 49 million yuan, aided by improved receivables management [5][6] Group 3: Share Buybacks - Hengyi Petrochemical plans to repurchase shares with a total fund of no less than 500 million yuan and no more than 1 billion yuan, with a maximum price of 15 yuan per share [7] - Yunyi Electric plans to repurchase shares with a total fund of no less than 100 million yuan and no more than 150 million yuan, with a maximum price of 17 yuan per share [7] - Xidian Pharmaceutical intends to repurchase shares with a total fund of no less than 25 million yuan and no more than 50 million yuan, with a maximum price of 42 yuan per share [7] Group 4: Performance Highlights - Te Yi Pharmaceutical expects a net profit of 70 million to 90 million yuan in 2025, a growth of 241.55% to 339.13% year-on-year [8] - Xingqi Eye Medicine anticipates a net profit of 662 million to 749 million yuan in 2025, a growth of 95.82% to 121.56% year-on-year [8] - Tianhe Co. forecasts a net profit of 41 million to 60 million yuan in 2025, a growth of 84.35% to 169.78% year-on-year [8] - Ruichuang Micro-Nano expects a net profit of approximately 1.1 billion yuan in 2025, a 93% increase year-on-year [9] - Zhongyuan Co. anticipates a net profit of 139 million to 158 million yuan in 2025, a growth of 80% to 105% year-on-year [9] Group 5: Important Corporate Developments - Aolaide has received acceptance for its application to issue securities on the Science and Technology Innovation Board [14] - *ST Songfa's subsidiary signed contracts for the construction of two VLCC super-large oil tankers, expected to positively impact future performance [15] - Chongda Technology's subsidiary signed an investment agreement for a 1 billion yuan IC packaging project in Jiangsu Province [15] - Yinglian Co. signed a strategic agreement with LG Chem to establish a joint laboratory for innovative materials in lithium battery applications [16]

Group 1 - The People's Bank of China will continue to implement a moderately loose monetary policy in 2026, focusing on promoting stable economic growth and reasonable price recovery [1] - The central bank plans to conduct a 900 billion yuan MLF operation on January 23, 2026, to maintain liquidity in the banking system [1] Group 2 - The State Council's Food Safety Office is drafting national standards for prepared dishes to protect consumer rights and promote high-quality industry development [2] - Major banks in China, including ICBC and ABC, have announced the implementation of personal consumption loan interest subsidy policies [2] Group 3 - Beijing plans to increase computing power supply, aiming to build a total computing power scale of around 200,000 P by 2027 [2] Group 4 - Xiaomi Group has initiated a share repurchase plan of up to 2.5 billion HKD [5] - Hengyi Petrochemical plans to repurchase shares worth 500 million to 1 billion yuan [5] - Yunyi Electric plans to repurchase shares worth 100 million to 150 million yuan [5] Group 5 - Xidong Pharmaceutical plans to repurchase shares worth 25 million to 50 million yuan [6] - Several companies, including Haikang Information and Huitian Ruisheng, have announced plans for shareholder reductions [6] - Notable profit forecasts for 2025 include a projected net profit increase of 241.55% to 339.13% for Te Yi Pharmaceutical and 137.73% to 201.74% for Qingsong Co. [6]

| | | 1月22日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 宏和科技 | 主要产品电子级玻璃纤维布是PCB的基础材料之一 | | | *ST生物 | 终止筹划重大资产重组 | | 项目投资 | 东鹏饮料 | 拟11亿元投资"东鹏饮料成都生产基地项目" | | 合同中标 | 音飞储存 | 中标景德镇艺术职业大学设备采购项目 | | 业绩预告 | 深南电A | 预计2025年净利润同比增长584.66%-721.59% | | 股权转让 | 水辉超市 | 拟自行向派慧科技出售公司持有的云金科技28.095%的股权 | | 回购 | 恒逸石化 | 拟5亿元-10亿元回购股份 | | 增减持 | 蒙草生态 | 实际控制人王召明拟减持不超过2.3311%股份 | | 其他 | 英联股份 | 江苏英联复合集流体与LG化学签署《联合实验室战略协议》 | | | 立中集团 | 收到客户铝合金车轮项目的定点通知 烏勝隆版 | 华康洁净(301235.SZ)：预中标5488万元项目 青山纸业(600103.SH)：关联方中标公司污水处理提标改造项目设计采购施 ...