Core Viewpoint - The company, Beihua Co., Ltd. (002246.SZ), plans to invest 296 million yuan to enhance its nitrocellulose production capacity through a new production line and safety storage project in Nanchong, Sichuan Province, aimed at supporting product structure adjustment and optimizing industrial layout, thereby strengthening core competitiveness and value creation ability [1] Investment Plan - The investment amount is 296 million yuan [1] - The project will be implemented in Nanchong, Sichuan Province [1] Strategic Goals - The initiative aims to support product structure adjustment [1] - The project is intended to optimize the industrial layout [1] - The investment is expected to enhance the company's core competitiveness and value creation ability [1]

Group 1 - The core viewpoint of the article is that Beihua Co., Ltd. plans to invest 296 million yuan to enhance its nitrocellulose production capacity through a new production line and safety storage project in Nanchong, Sichuan Province [1] - The investment aims to support product structure adjustment and optimize industrial layout, thereby further strengthening the company's core competitiveness and value creation capabilities [1]

Group 1 - The core point of the article is that Beihua Co., Ltd. plans to invest 296 million yuan to enhance its nitrocellulose production capacity by constructing a new production line in Nanchong, Sichuan Province [1] - The new production line will have an annual capacity of 10,000 tons of nitrocellulose [1] - The project includes the construction of supporting public works and auxiliary facilities, with a construction period of 24 months [1]

Group 1 - The core viewpoint of the article is that Beihua Co., Ltd. plans to invest 296 million yuan to enhance its nitrocellulose production capacity in Nanchong, Sichuan Province [1] - The investment aims to support product structure adjustment and optimize industrial layout, thereby enhancing core competitiveness and value creation capabilities [1] - The construction will include a new production line with an annual capacity of 10,000 tons of nitrocellulose, along with supporting public works and auxiliary facilities [1]

Group 1 - The company, Beihua Co., announced that its sixth board meeting was held on January 15, 2026, via telecommunication, where the proposal to establish a subsidiary in Nanchong was reviewed [1] Group 2 - Silver prices have surged over 80% in the last 50 days, indicating a level of speculation that surpasses that of gold, suggesting a potential peak in the precious metals bull market [1]

Core Viewpoint - The company plans to invest in a new nitrocellulose production line project, which is expected to enhance its competitiveness and generate economic and social benefits [1] Group 1: Project Details - The board meeting to approve the investment in the nitrocellulose production line is scheduled for January 15, 2026 [1] - The project involves an investment of 296 million yuan to establish a production line with a capacity of 10,000 tons per year in Nanchong, Sichuan Province [1] - The construction period for the project is set at 24 months, and the funding will be sourced from the company's own resources [1] Group 2: Regulatory and Market Considerations - The project does not constitute a related party transaction or a major asset restructuring, and therefore does not require shareholder approval [1] - The market outlook for the project's products is positive, although there are risks related to market pricing and safety/environmental concerns [1] - The company has developed corresponding preventive measures to address these risks [1]

北方化学工业股份有限公司 关于投资建设硝化棉生产线项目的公告 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。 一、概述 为提升北方化学工业股份有限公司（以下简称"公司"）硝化棉生产能力， 公司计划投资 29600 万元在四川省南充市实施硝化棉生产线及安全储运建设项目， 支撑产品结构调整和产业布局优化，进一步增强核心竞争力和价值创造能力。 公司于 2026 年 1 月 15 日召开第六届董事会第二次会议审议通过了《关于投资 建设硝化棉生产线项目的议案》。 该投资事项不构成关联交易，不构成重大资产重组。按照《深圳证券交易所 股票上市规则》《公司章程》等相关规定，本次投资事项需经公司董事会审议但 不需获得股东会的批准。 二、投资项目的基本情况 证券代码：002246 证券简称：北化股份 公告编号：2026-002 -1- 5.资金来源：企业自筹。 （二）项目可行性分析 项目采用自有成熟技术，工艺技术水平、自动控制水平和本质安全水平较高， 技术成熟可行。项目主要产品为外贸硝化棉、工业硝化棉、环保烟花及射钉紧固 领域用硝化棉。经调研分析，外贸硝化棉需求近年呈现上升趋势； ...

证券代码：002246 证券简称：北化股份 公告编号：2026-001 北方化学工业股份有限公司 第六届董事会第二次会议决议公告 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、 误导性陈述或者重大遗漏。 一、董事会会议召开情况 北方化学工业股份有限公司（以下简称"公司"）第六届董事会第二次会议的会议 通知及材料于 2026 年 1 月 12 日前以邮件、传真、专人送达方式送至全体董事。会议于 2026 年 1 月 15 日以通讯方式召开。本次会议应出席董事人数 9 人，实际出席董事人数 9 人，分别为蒲加顺先生、杨和成先生、马辉先生、尉伟华先生、杜兰平先生、潘健先 生、吕先锫先生、崔晓辉先生、肖忠良先生。本次会议由董事长蒲加顺先生主持，会议 的召集、召开符合《公司法》和《公司章程》的规定。 二、董事会会议审议情况 经与会董事认真审议，采取记名投票表决，形成以下决议： （一）会议 9 票同意，0 票反对，0 票弃权，审议通过了《关于投资建设硝化棉生产 线项目的议案》。 特此公告。 北方化学工业股份有限公司 具体内容登载于 2026 年 1 月 17 日的《中国证券报》《证券时报》和巨潮 ...

Group 1 - The core point of the article highlights the performance of the Zhongzheng 2000 ETF Enhanced (159556), which opened down 0.85% at 1.290 yuan on January 16 [1] - The fund's performance benchmark is the Zhongzheng 2000 Index return, managed by Ping An Fund Management Co., with a return of 30.45% since its establishment on December 27, 2023, and a return of 10.31% over the past month [1] Group 2 - The top holdings of the Zhongzheng 2000 ETF Enhanced include Huajian Group, which opened down 0.43%, Dekeli down 0.74%, Xuguang Electronics up 0.22%, Beihua Co. down 1.20%, and others showing mixed performance [1] - Notable stock movements include Electric Wind Power up 0.37%, Xinke Materials up 0.96%, Jiayuan Technology up 0.09%, Hongjing Technology down 2.49%, Yongding Co. up 1.03%, and Furui Electronics up 0.83% [1]

Core Viewpoint - The 中证2000ETF增强 (159556) has experienced a decline of 0.75% as of the midday close, with a reported price of 1.317 yuan and a trading volume of 2.1344 million yuan [1] Group 1: Fund Performance - The fund's performance benchmark is the 中证2000 index return rate, managed by 平安基金管理有限公司, with a fund manager named 李严 [1] - Since its establishment on December 27, 2023, the fund has achieved a return of 32.30%, and a return of 11.97% over the past month [1] Group 2: Top Holdings Performance - Major holdings in the 中证2000ETF增强 have shown significant declines, including: - 华建集团 down 2.81% - 德科立 down 3.55% - 旭光电子 down 4.39% - 北化股份 down 1.79% - 电气风电 down 2.15% - 鑫科材料 down 1.72% - 嘉元科技 down 0.39% - 宏景科技 down 4.23% - 永鼎股份 down 4.38% - 福日电子 down 3.00% [1]