| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600689 | 上海三毛 | 13.80 | -0.14% | 2.63万 | 3635.31万 | | 000652 | 泰达股份 | 4.28 | 0.00% | 17.95万 | 7674.88万 | | 600673 | 东阳光 | 29.15 | 0.00% | 76.60万 | 21.98亿 | | 600805 | 悦达投资 | 5.79 | 0.35% | 18.86万 | 1.08亿 | | 600881 | 亚泰集团 | 1.87 | 0.54% | 29.25万 | 5443.45万 | | 600770 | 综艺股份 | 5.60 | 0.54% | 15.43万 | 8603.89万 | | 600682 | 南京新白 | 8.64 | 1.17% | 24.00万 | 2.06亿 | | 600620 | 天宸股份 | 7.03 | 1.30% | 10.33万 | 7212.90万 | | 000632 | 三木集团 ...

Market Overview - The comprehensive sector increased by 0.23% compared to the previous trading day, with Dongyangguang leading the gains [1] - The Shanghai Composite Index closed at 4138.76, down by 0.64%, while the Shenzhen Component Index closed at 14169.4, down by 1.37% [1] Stock Performance - Dongyangguang (600673) closed at 30.28, up by 1.24% with a trading volume of 908,000 shares [1] - Nanjing New Bai (600682) closed at 9.26, up by 1.20% with a trading volume of 641,600 shares [1] - Other notable stocks include Yatai Group (600881) at 1.91, up by 0.53%, and Ningbo United (600051) at 7.67, up by 0.52% [1] Capital Flow - The comprehensive sector experienced a net outflow of 300 million yuan from main funds, while retail investors saw a net inflow of 310 million yuan [2] - The net outflow from speculative funds was 9.39 million yuan [2] Individual Stock Capital Flow - Nanjing New Bai (600682) had a main fund net inflow of 14.01 million yuan, while speculative funds saw a net outflow of 9.75 million yuan [3] - Ningbo United (600051) reported a main fund net inflow of 4.93 million yuan, with speculative funds experiencing a net outflow of 4.01 million yuan [3] - Special mention to Te Li A (000025) with a significant main fund net outflow of 28.45 million yuan, but a retail net inflow of 30.32 million yuan [3]

Investment Rating - The report maintains a "Recommended" rating for the chemical industry [1] Core Insights - The chemical industry is expected to experience an upward cycle due to the implementation of "anti-involution" policies in China and the accelerated exit of some European facilities [29] - The report highlights the potential for domestic substitution of semiconductor materials from Japan due to rising geopolitical tensions, which could benefit various companies in the sector [5] - The chromium salt industry is undergoing a value reassessment driven by increased demand from AI data centers and commercial aircraft engines, with a projected supply-demand gap of 340,900 tons by 2028 [8] Summary by Sections Industry Performance - The chemical industry has shown strong relative performance with a 1-month increase of 10.7%, 3-month increase of 9.6%, and a 12-month increase of 45.1%, outperforming the CSI 300 index [3] Price Trends - Key products such as lithium carbonate and polysilicon have seen significant price increases, supported by policy guidance and industry self-discipline [12] - The price of chromium salts has remained stable, with metal chromium priced at 82,000 CNY/ton as of January 9, 2026 [15] Investment Opportunities - Focus on companies with low-cost expansion capabilities, such as Wanhu Chemical and Hualu Hengsheng, as well as those in sectors with improving market conditions like chromium salts and phosphates [6][9] - High dividend yield opportunities are identified in state-owned enterprises like China Petroleum and China National Chemical [10] Key Company Tracking - Companies such as Dongfang Shenghong and Huabei Yihua are highlighted for their earnings potential, with projected EPS growth for 2026 [30] - The report tracks specific price movements for various chemicals, including a notable increase in the price of ammonium phosphate and a stable price for urea [17][19]

Core Viewpoint - The company, Guangxi Yuegui Holdings Co., Ltd. (粤桂股份), has received acceptance from the Shenzhen Stock Exchange for its application to issue shares to specific investors, indicating a step forward in its capital-raising efforts [1] Group 1 - The company announced on January 8, 2026, that it received a notification from the Shenzhen Stock Exchange regarding the acceptance of its application for a specific share issuance [1] - The Shenzhen Stock Exchange confirmed that the application documents submitted by the company were complete and decided to accept the application [1]

Core Viewpoint - The company, Guangxi Yuegui Holdings Co., Ltd. (粤桂股份), has received acceptance from the Shenzhen Stock Exchange for its application to issue shares to specific investors, indicating a step forward in its capital-raising efforts [1]. Group 1 - The company announced that it received a notification from the Shenzhen Stock Exchange regarding the acceptance of its application for a specific share issuance [1]. - The application documents submitted by the company were deemed complete by the Shenzhen Stock Exchange [1]. - The acceptance of the application is a significant milestone for the company as it seeks to raise capital through this issuance [1].

Core Viewpoint - The company has received notification from the Shenzhen Stock Exchange regarding the acceptance of its application for a specific stock issuance to designated objects, indicating that the application documents are complete and have been accepted for review [1] Group 1 - The company received the notification on January 8, 2026 [1] - The Shenzhen Stock Exchange has verified the application documents submitted by the company for the issuance of stocks [1] - The acceptance of the application suggests a potential move towards raising capital through this specific stock issuance [1]

Core Viewpoint - The company, Guangxi Yuegui Holdings Co., Ltd. (粤桂股份), has received notification from the Shenzhen Stock Exchange regarding the acceptance of its application for a specific stock issuance to designated investors [1] Group 1 - The company submitted its application for the issuance of stocks to specific investors on January 8, 2026 [1] - The Shenzhen Stock Exchange has reviewed the application documents and found them to be complete, leading to the decision to accept the application [1]

招商证券股份有限公司 关于广西粤桂广业控股股份有限公司 向特定对象发行股票 之 上市保荐书 保荐人（主承销商） 住所：深圳市福田区福田街道福华一路 111 号 二〇二五年十二月 保荐机构关于本次发行的申请文件 上市保荐书 声明 招商证券股份有限公司（以下简称"招商证券"或"保荐人"）接受广西粤 桂广业控股股份有限公司（以下简称"发行人"、"公司"或"粤桂股份"）的委 托，担任发行人 2025 年向特定对象发行股票的保荐人。 保荐人及其保荐代表人已根据《中华人民共和国公司法》（以下简称"《公司 法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）等法律法规和中国证 监会及本所的有关规定，诚实守信，勤勉尽责，严格按照依法制定的业务规则和 行业自律规范出具上市保荐书，并保证所出具文件真实、准确、完整。 本上市保荐书中所有简称和释义，如无特别说明，均与《广西粤桂广业控股 股份有限公司 2025 年度向特定对象发行 A 股股票募集说明书》一致。 3-3-1 | 声明 | 1 | | --- | --- | | 目录 | 2 | | | 一、发行人基本情况 3 | | | 二、发行人本次发行情况 11 | | | ...

之 招商证券股份有限公司 关于广西粤桂广业控股股份有限公司 向特定对象发行股票 发行保荐书 保荐人（主承销商） 住所：深圳市福田区福田街道福华一路 111 号 二〇二五年十二月 保荐机构关于本次发行的申请文件 发行保荐书 声明 招商证券股份有限公司（以下简称"招商证券"或"保荐人"）接受广西粤 桂广业控股股份有限公司（以下简称"发行人"、"公司"或"粤桂股份"）的委 托，担任发行人 2025 年向特定对象发行股票的保荐人。 保荐人及其保荐代表人已根据《中华人民共和国公司法》（以下简称"《公司 法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）等法律法规和中国证 监会及本所的有关规定，诚实守信，勤勉尽责，严格按照依法制定的业务规则和 行业自律规范出具发行保荐书，并保证所出具文件真实性、准确性和完整性。 保荐机构关于本次发行的申请文件 发行保荐书 第一节 本次证券发行基本情况 一、保荐代表人、项目协办人及其他项目组成员 本发行保荐书中所有简称和释义，如无特别说明，均与《广西粤桂广业控股 股份有限公司 2025 年度向特定对象发行 A 股股票募集说明书》一致。 3-1-1 | 声明 | 1 | | --- ...

中审亚太会计师事务所(特殊普通合伙) China Audit Asia Pacific Certified Public Accountants LLP 十 报 AUDIT REPORT 广西粤桂广业控股股份有限公司 2024 年度财务报表审计 中国 · 北京 BEIJING CHINA 您可使用手机"扫一扫" 6–【–比码用 广证明该训计报告是否出具有执业许可的公社师事务 您可使用手机"扫一扫"或进入"注册会计师行业统一监管平台（http://acc.mof.gov.cn）"进 目 录 | 一、审计报告 | 1-5 | | --- | --- | | 二、已审财务报表 | | | 1. 合并资产负债表 | 6-7 | | 2. 合并利润表 | 8 | | 3. 合并现金流量表 | 9 | | 4. 合并股东权益变动表 | 10-11 | | 5. 资产负债表 | 12-13 | | 6. 利润表 | 14 | | 7. 现金流量表 | 15 | | 8. 股东权益变动表 | 16-17 | | 9. 财务报表附注 | 18-111 | 6-1-2 China Audit Asia Pacific Certi ...