每经AI快讯，有投资者在投资者互动平台提问：请问公司石英矿试验性检测结果如何？ 粤桂股份（000833.SZ）9月15日在投资者互动平台表示，尚未出结果，敬请等待。 （文章来源：每日经济新闻） ...

Investment Rating - The report maintains a "Recommended" rating for the chemical industry [1] Core Insights - The chemical industry in China is expected to undergo a revaluation due to anti-involution measures, which may lead to a significant slowdown in global chemical capacity expansion. This shift could enhance the cash flow and dividend yield of Chinese chemical companies, transforming them from cash-consuming entities to profit-generating ones [6][29] - The demand for chromium salts is anticipated to rise significantly due to increased orders for gas turbines and commercial aircraft engines in Europe and the US, leading to a projected shortfall of 250,000 tons by 2028, which is about 23% of the total annual production [6] - The report highlights four key investment opportunities: low-cost expansion, improving industry conditions, new materials, and high dividend yields from state-owned enterprises [7][8] Summary by Sections Recent Performance - The basic chemical sector has shown a performance increase of 51.0% over the past 12 months, compared to 42.5% for the CSI 300 index [4] Investment Recommendations - The report emphasizes the potential for low-cost expansion in major companies such as Wanhua Chemical, Hualu Hengsheng, and others, alongside sectors like tires and fertilizers [7] - It also points out the improving conditions in various segments, including chromium salts, phosphate rock, and agricultural chemicals [8] Key Products Analysis - Recent price increases were noted for acrylic acid and esters, with butyl acrylate priced at 7,600 RMB/ton, reflecting a 3.40% increase [10] - The report also mentions the price of polymer MDI in East China at 15,550 RMB/ton, up by 1.97% [10] Company Tracking and Earnings Forecast - The report provides a detailed earnings forecast for key companies, indicating a positive outlook for many, with several companies rated as "Buy" [30]

Market Overview - The Shanghai Composite Index rose by 0.13% on September 10, with 13 industries experiencing gains, led by the communication and electronics sectors, which increased by 3.49% and 1.78% respectively [1] - Conversely, the power equipment and comprehensive sectors saw declines of 1.18% and 1.09% respectively, with the comprehensive sector ranking second in terms of decline [1] Capital Flow Analysis - The main capital flow showed a net outflow of 5.62 billion yuan across the two markets, with 9 industries experiencing net inflows. The communication sector led with a net inflow of 9.07 billion yuan, corresponding to its 3.49% increase [1] - The electronics sector followed with a net inflow of 7.51 billion yuan and a daily increase of 1.78% [1] - In contrast, 22 industries faced net outflows, with the power equipment sector leading at a net outflow of 10.10 billion yuan, followed by the non-ferrous metals sector with a net outflow of 3.78 billion yuan [1] Comprehensive Sector Performance - The comprehensive sector declined by 1.09% with a net outflow of 34.8 million yuan, comprising 16 stocks, of which 10 rose and 4 fell [2] - Among the stocks in the comprehensive sector, the top net inflow was seen in Zongyi Co., with an inflow of 10.61 million yuan, followed by Tiancai Co. and Nanjing New Hundred with inflows of 6.41 million yuan and 4.17 million yuan respectively [2] - The stocks with significant net outflows included Dongyangguang, Yuegaizhong, and Teli A, with outflows of 218.18 million yuan, 66.78 million yuan, and 32.17 million yuan respectively [2]

9月9日，粤桂股份盘中下跌2.02%，截至11:02，报14.55元/股，成交5.98亿元，换手率8.93%，总市值 116.70亿元。 机构持仓方面，截止2025年6月30日，粤桂股份十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股474.22万股，相比上期减少43.75万股。 责任编辑：小浪快报 资料显示，广西粤桂广业控股股份有限公司位于广东省广州市荔湾区流花路85号建工大厦3层，成立日 期1994年10月5日，上市日期1998年11月11日，公司主营业务涉及机制糖(白砂糖、赤砂糖)的生产和销 售,纸浆(本色浆、漂白浆)和机制纸(文化纸、特种纸)的生产和销售,硫铁矿的开采、加工、销售,硫酸、 试剂酸(精制硫酸)、铁矿粉(硫铁矿烧渣)和磷肥(普通过磷酸钙)的生产和销售。同时,继续开展加工贸易 糖业务。主营业务收入构成为：硫精矿37.15%，机制糖21.46%，浆13.92%，其他7.53%，硫酸5.79%， 铁矿粉4.79%，银粉2.30%，磷肥1.89%，块矿1.40%，贸易业务0.97%，-3mm矿0.96%，文化纸0.67%， 氨基磺酸0.58%，试剂硫酸0.50%，出口手捡矿0.08% ...

Core Viewpoint - The company confirmed that it does not have any business dealings with Guanghua Technology, a new energy company, and clarified its current operations regarding sulfur iron ore sales and usage [1] Group 1 - The company has no business relationship with Guanghua Technology [1] - The sales of sulfur iron ore are conducted monthly based on market conditions and planned sales [1] - Currently, the company does not use sulfur iron ore for the production of lithium sulfide [1]

格隆汇9月8日丨粤桂股份(000833.SZ)在互动平台表示，我司旗下云浮硫铁矿是否可以生产加工出硫化 物固态电池所需原料，要根据现市场技术发展方向和选择及我司硫铁矿是否适用而确定。另外，我司不 生产硫磺。 ...

Group 1 - Huaneng Power announced that its shareholder Hunan Energy Group plans to reduce its stake by up to 20.31 million shares, not exceeding 1% of the total share capital [1] - Ankai Bus reported a production of 1,012 buses in August, a year-on-year increase of 68.06%, with sales of 773 buses, up 46.95% year-on-year [1] - Lianhuan Pharmaceutical received a drug registration certificate for Famotidine injection, classified as a Class 3 chemical drug [1][2] Group 2 - Dongrui Co. reported sales of 94,800 pigs in August, generating revenue of 160 million yuan, a month-on-month decrease of 5.48% [3] - Tiancheng Control's subsidiary received a notification for a passenger car seat assembly project, expected to start production in April 2026 [5] - ST Huluwa obtained a drug registration certificate for Cefodizime capsules, a third-generation broad-spectrum cephalosporin [6] Group 3 - Jiulong Biotech announced the resignation of its Vice Chairman and General Manager Liang Hongjun due to work adjustments [8] - Guanhua High-tech's shareholder plans to reduce its stake by up to 17.50 million shares, not exceeding 1% of the total share capital [9] - Hebei Steel received approval to issue bonds totaling up to 10 billion yuan [10] Group 4 - Yunnan Energy Investment's subsidiaries received a total of 309 million yuan in renewable energy price subsidies [12] - Zhenghong Technology reported sales of 16,800 pigs in August, with a revenue of 22.87 million yuan, showing a year-on-year increase in sales volume of 63.31% [14] - Jilin Aodong's subsidiary received a drug registration certificate for a solution used in asthma treatment [16] Group 5 - Aonong Biological reported a 26.84% year-on-year increase in pig sales volume in August, reaching 150,100 pigs [18] - Xingdesheng announced a share repurchase plan with a budget of 15 to 30 million yuan [20] - Yueyang Lin Paper's Chairman Ye Meng resigned due to work adjustments [22] Group 6 - Kangchen Pharmaceutical's controlling shareholder plans to reduce its stake by up to 4.78 million shares, not exceeding 3% of the total share capital [23] - Changchun Yidong's General Manager Liu Xiaodong resigned due to work adjustments [25] - Zhongzai Resources' subsidiary received a government subsidy of 12.75 million yuan [26] Group 7 - Tianyu Biological reported a 41.89% month-on-month increase in sales revenue from pig sales in August [27] - Changfei Optical's shareholder Draka Comteq B.V. reduced its stake from 10% to 5% [27] - Zhongchuan Technology's Chairman Wu Xingwang resigned due to work adjustments [28] Group 8 - Huakang Clean announced a successful bid for a medical service construction project valued at 131 million yuan [29] - Yuegui Co. plans to establish a wholly-owned subsidiary with a registered capital of 100 million yuan [31] - Baisheng Intelligent's Vice General Manager and Board Secretary Huang Lijun resigned for personal reasons [32] Group 9 - Jiangsu Shuntian will change its stock name to "Suhao Fashion" starting September 10, 2025 [34] - Jiahe Meikang's shareholder plans to reduce its stake by up to 1.3759 million shares, not exceeding 1% of the total share capital [35] - Heng Rui Pharmaceutical received approval for clinical trials of HRS-4729 injection [37] Group 10 - Changfei Optical's shareholder plans to reduce its stake by up to 110,000 shares, not exceeding 0.15% of the total share capital [39] - Yutong Bus reported sales of 4,260 vehicles in August, a year-on-year increase of 16.78% [40] - JinkoSolar received 646 million yuan in renewable energy subsidies in August, a 248% increase year-on-year [41] Group 11 - Beijing Lier signed a strategic cooperation agreement with SenseTime and Xiwang Technology for AI collaboration [43] - Gongdong Medical's controlling shareholder plans to reduce its stake by up to 3% [44] - Zhonghuan Hailu terminated its control change plan and resumed trading [46] Group 12 - Longzi Co. reported a tax payment of 22.27 million yuan due to a tax audit [48] - Guoguang Chain's controlling shareholder plans to reduce its stake by up to 2.99% [49] - Guoxin Technology successfully tested a new high-performance chip for automotive electronics [50] Group 13 - GF Securities reported a cumulative increase in borrowings exceeding 20% of its net assets [51] - China Construction Bank's subsidiary plans to increase capital by 3 billion yuan [52] - Jifeng Technology plans to establish a wholly-owned subsidiary with a capital of 50 million yuan [53] Group 14 - Jiantou Energy received approval for a stock issuance plan to specific investors [54] - Shanghai Laishi's executives plan to collectively increase their holdings by at least 6 million yuan [55] - Wencan Co. reported a fire incident at its subsidiary, with no casualties reported [56]

Market Performance - On September 5, the comprehensive sector rose by 4.08%, with Dongyangguang leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Stock Performance - Dongyangguang (600673) closed at 25.00, with a gain of 6.29% and a trading volume of 1.631 million shares, amounting to a transaction value of 3.841 billion [1] - Yatai Group (600881) closed at 2.20, up 6.28%, with a trading volume of 2.119 million shares and a transaction value of 459 million [1] - Yuegui Co. (000833) closed at 14.76, gaining 6.11%, with a trading volume of 775,000 shares and a transaction value of 1.125 billion [1] Capital Flow - The comprehensive sector experienced a net outflow of 36.76 million from institutional funds, while retail investors saw a net inflow of 77.33 million [2] - The net inflow from retail investors indicates a shift in market sentiment towards individual stock purchases [2] Individual Stock Capital Flow - Yuegui Co. (000833) had a net inflow of 52.23 million from institutional funds, while it faced a net outflow of 73.60 million from retail investors [3] - Yatai Group (600881) saw a net inflow of 26.74 million from institutional funds but a net outflow of 1.98 million from retail investors [3] - Ningbo United (600051) had a net inflow of 5.16 million from institutional funds, with a significant net outflow of 6.53 million from retail investors [3]

证券日报网讯 9月4日晚间，粤桂股份发布公告称，公司第九届监事会第二十七次会议审议并通过《关 于设立全资子公司参与投资事项的议案》。 （文章来源：证券日报） ...

Group 1 - The company announced that its ninth board of directors held the thirty-eighth meeting, where several proposals were approved, including the addition of temporary proposals for the third extraordinary shareholders' meeting in 2025 [2]