特别提示： 证券代码：001217 证券简称：华尔泰 公告编号：2026-004 安徽华尔泰化工股份有限公司 关于控股股东全资子公司增持公司股份计划 实施完成的公告 公司控股股东安徽尧诚投资集团有限公司及其全资子公司池州舜诚科技有限 公司保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈 述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 安徽华尔泰化工股份有限公司（以下简称"公司"）控股股东安徽尧诚投资 集团有限公司（以下简称"尧诚集团"）全资子公司池州舜诚科技有限公司（以 下简称"舜诚科技"）于 2026 年 3 月 17 日通过深圳证券交易所交易系统以集中 竞价交易方式增持公司股份 771,400 股，占公司总股本的 0.2324%。 基于对公司长期投资价值的认可和对公司未来持续稳定发展的信心，舜诚科 技计划自 2026 年 3 月 18 日起六个月内（法律、法规及深圳证券交易所业务规则 等有关规定不准增持的期间除外），继续通过二级市场集中竞价交易方式增持公 司股份，拟增持金额合计不低于人民币 1,500 万元，本次增持计划未设置价格区 间 。 具 体 内 ...

法律意见书 北京海润天睿（合肥）律师事务所 关于安徽华尔泰化工股份有限公司 控股股东之全资子公司增持公司股份的 法律意见书 致：安徽华尔泰化工股份有限公司 北京海润天睿（合肥）律师事务所（以下简称"本所"）接受安徽华尔泰化工 股份有限公司（以下简称"华尔泰"、"公司"）的委托，根据《中华人民共和国证 券法》（以下简称"《证券法》"）《上市公司收购管理办法》（以下简称"《收购管理 办法》"）《深圳证券交易所上市公司自律监管指引第 10 号——股份变动管理》等 有关法律、法规和规范性文件的规定，就公司控股股东安徽尧诚投资集团有限公 司（以下简称"尧诚集团"）全资子公司池州舜诚科技有限公司（以下简称"舜诚 科技"、"增持人"）增持公司股份相关事宜出具本法律意见书。 为出具本法律意见书，本所特作如下声明： 本所及本所律师声明： 1、本所及经办律师依据《证券法》《律师事务所从事证券法律业务管理办法》 和《律师事务所证券法律业务执业规则（试行）》等规定及本法律意见书出具日以 前已经发生或者存在的事实，严格履行了法定职责，遵循了勤勉尽责和诚实信用 原则，进行了充分的核查验证，保证本法律意见书所认定的事实真实、准确、完 整， ...

证券代码：001217 证券简称：华尔泰 公告编号：2026-003 安徽华尔泰化工股份有限公司 关于控股股东全资子公司增持公司股份 及后续增持计划的公告 公司控股股东安徽尧诚投资集团有限公司及其全资子公司池州舜诚科技有限 公司保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈 述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 2. 后续增持计划：尧诚集团拟通过全资子公司舜诚科技自本公告披露之日 起六个月内（法律法规及深圳证券交易所业务规则等有关规定不允许增持的期间 除外），以自有资金通过集中竞价交易的方式增持公司股份，增持股份总金额不 低于人民币 1,500 万元（以下简称"后续增持计划"）。后续增持计划不设价格 区间，将根据公司股票价格波动情况及资本市场整体趋势，逐步实现增持计划。 3. 后续增持计划实施期间，如遇公司股票停牌，增持计划将在股票复牌后 顺延实施并及时披露。 近日，公司收到控股股东尧诚集团出具的《关于增持安徽华尔泰化工股份有 限公司股份及后续增持计划告知函》，现将有关情况公告如下： 一、本次增持主体及增持情况 1、增持主体：公司控股股东尧诚集 ...

格隆汇2月27日丨华尔泰(001217.SZ)在互动平台表示，公司电子级双氧水产品生产正常，应用于光伏、 显示面板等领域。 ...

Group 1: Stock Price Movement - The stock price of Huatai (001217.SZ) has shown significant volatility, closing at 14.70 yuan on February 13, 2026, with a single-day drop of 5.47% and a trading volume of 424 million yuan, reflecting a turnover rate of 8.72% [1] - The stock experienced a cumulative increase of 30.18% from February 9 to 11 due to consecutive trading halts, but reversed with a decline of 6.61% on February 12, continuing the downward trend on February 13 [1] Group 2: Reasons for Stock Price Fluctuation - Divergence in funding and profit-taking pressure were noted, with a net outflow of 139 million yuan on February 12 and a further outflow of 70.87 million yuan on February 13, accounting for 16.71% of total trading volume [2] - Retail investors showed a contrary trend with a net inflow of 80.97 million yuan on February 13, indicating a battle between short-term speculative withdrawals and retail following [2] Group 3: Company Fundamentals - The company's Q3 2025 report indicated a net loss attributable to shareholders of 7.34 million yuan, a year-on-year decline of 179.94%, with a gross margin of only 5.04% [3] - An announcement on December 30, 2025, revealed a need to pay back taxes and penalties amounting to 48.90 million yuan, which will directly impact current profits and further weaken earnings expectations [3] - The company is expected to report a full-year net loss ranging from 28 million to 38 million yuan for 2025, leading to a lack of confidence in short-term performance improvement [3] Group 4: Industry Policy and Outlook - According to a UBS report, the chemical industry is expected to enter an upward cycle from 2026 to 2028, while Morgan Stanley suggests that the current rise is more reliant on liquidity than on fundamental improvements [4] - Although Huatai is investing in new materials projects like amino resin, the realization of production capacity will take time (26 months for construction), and the effectiveness of anti-involution policies on traditional chemical companies' profit recovery remains to be seen [4] Group 5: Operational Status - The company's main products, such as nitric acid and sulfuric acid, are significantly affected by commodity price cycles, with the gross margin dropping to 5.04% in Q3 2025 due to low product prices and accelerated depreciation of new projects [5] - The cost of raw materials, particularly sulfur, has increased by 137% year-on-year, compressing profit margins despite potential elasticity from rising prices of sulfuric acid and other raw materials [5] Group 6: Future Development - Stock price fluctuations are influenced by multiple factors, including funding sentiment, performance cycles, and industry policies [6] - Investors should monitor the progress of the company's new projects, changes in the supply-demand dynamics of the chemical industry, and the authenticity of financial report data [6]

Group 1 - The core viewpoint of the news is that Huatai's stock has experienced significant fluctuations, with a recent drop of 6.61% and a total market value of 5.16 billion yuan [1] - As of February 12, Huatai's stock price is reported at 15.55 yuan per share, with a trading volume of 229 million yuan and a turnover rate of 4.44% [1] - Year-to-date, Huatai's stock has increased by 11.87%, with a notable rise of 21.58% over the last five trading days [1] Group 2 - As of September 30, Huatai has 21,800 shareholders, a decrease of 5.07% from the previous period, while the average circulating shares per person increased by 5.34% to 15,073 shares [2] - For the period from January to September 2025, Huatai achieved operating revenue of 1.52 billion yuan, representing a year-on-year growth of 26.07%, but the net profit attributable to shareholders decreased by 72.61% to 21.98 million yuan [2] Group 3 - Since its A-share listing, Huatai has distributed a total of 199 million yuan in dividends, with 99.56 million yuan distributed over the past three years [3]

证券代码：001217 证券简称：华尔泰 公告编号：2026-002 安徽华尔泰化工股份有限公司 股票交易异常波动公告 本公司及董事会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。 4、公司、控股股东及实际控制人不存在关于本公司的应披露而未披露的重 大事项，或处于筹划阶段的重大事项； 5、股票异常波动期间，公司控股股东、实际控制人不存在买卖公司股票的 情形； 一、股票交易异常波动的情况介绍 安徽华尔泰化工股份有限公司（以下简称"公司"或"本公司"）（证券简 称：华尔泰，证券代码：001217）股票连续三个交易日内（2026 年 2 月 9 日、 2026 年 2 月 10 日、2026 年 2 月 11 日）日收盘价格涨幅偏离值累计达到 20%， 根据《深圳证券交易所交易规则》的相关规定，属于股票交易异常波动情形。 二、公司关注并核实情况的说明 针对公司股票交易异常波动，公司采用电话和书面方式对公司控股股东和实 际控制人就相关事项进行了核实，有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产 ...

二、当日热点 一、行情回顾 市场全天震荡分化，创业板指跌超1%。玻纤概念股集体大涨，山东玻纤、中国巨石等多股涨停。有色金属板块走强，中钨高新、翔鹭钨业等涨停。化工股 反复活跃，华尔泰、吉华集团等涨停。下跌方面，影视概念股调整，横店影视、金逸影视等跌停。个股跌多涨少，沪深京三市超3200股飘绿，今日成交不足 2万亿。 1.玻纤 玻纤概念今日大涨，山东玻纤、中材科技、国际复材、中国巨石等多股涨停。 催化上，近日，光远新材、国际复材等玻纤龙头对电子布再度提价。据卓创资讯，2025年10月/12月、2026年1月/2月，普通电子布已经历四次涨价，7628厚 布涨价幅度分别为0.2-0.3、0.2-0.3、0.2、0.5-0.6元/米，累计涨幅达1-1.2元/米，薄布涨价幅度更大，电子布持续高景气。 此外，今日有市场传闻称，台耀科技发布停产通知，由于Low-DK玻璃布需求量增加，主要玻璃布厂商相继声明停产E-glass玻璃布并转生产Low-DK玻璃 布，台耀将调整E-glass生产计划，2月10日起，其中国台湾工厂将减量供应TU-662(668/F)、TU-768(752)及TU-747(742)系列产品，并将于202 ...

Group 1: Market Overview - The A-share market showed mixed performance on February 11, with the ChiNext Index falling over 1% and total trading volume in the Shanghai and Shenzhen markets reaching 2 trillion yuan, a decrease of 123.7 billion yuan from the previous trading day [1] - Over 3,200 stocks in the market experienced declines, indicating a broad-based sell-off [1] Group 2: Chemical Industry Insights - UBS recently released a report raising expectations for the Chinese chemical industry, predicting a new upward cycle from 2026 to 2028 due to multiple positive factors, with expectations for profit recovery and valuation increases [1] - The chemical sector has shown resilience, with companies like Jihua Group and Taihe New Materials experiencing significant stock price increases [1] Group 3: Fiberglass Sector Performance - The fiberglass manufacturing sector saw a collective surge, with nearly all stocks hitting the daily limit, a rare occurrence in the market [1] - Notable stocks included International Composite Materials, which hit a 20% limit up shortly after market open, and others like Changhai Co., Honghe Technology, and China Jushi also saw significant gains [1][2] - The fiberglass sector's revaluation is linked to price increases and demand driven by AI, with major manufacturers indicating price hikes and low inventory levels [3] Group 4: Lithium Battery and Precious Metals - Lithium battery stocks were active, with Zhongcai Technology hitting the limit up and reaching a historical high [4] - The domestic commodity futures market saw most prices rise, with lithium carbonate increasing over 9% [4] - Precious metals also experienced volatility, with silver futures rising over 4% and gold prices recovering above $5,050 per ounce [5]

Core Viewpoint - The company, Huatai (001217), attributes recent fluctuations in performance to multiple factors, including the cyclical nature of the basic chemical industry and changes in the external macroeconomic environment [1] Group 1: Performance and Challenges - The company has made phased investments in extending the industrial chain, high-end product research and development, and upgrading production facilities, which have temporarily impacted profits [1] - The management is focused on sustainable development and maximizing shareholder value while facing operational challenges [1] Group 2: Strategic Initiatives - The company is implementing a series of measures aimed at cost reduction and efficiency improvement, including optimizing production processes, controlling energy consumption, and centralized procurement to lower operational costs [1] - There is an accelerated upgrade of the product structure, with a focus on the research and mass production of high-value-added fine chemical products, gradually increasing the revenue share of high-end products [1] - The company is optimizing its customer structure and market layout by exploring application demands in emerging downstream fields and expanding quality customer resources [1] - Internal management and risk control are being strengthened to enhance operational management efficiency [1]