Group 1 - The A-share market continues to show strength in the chemical sector, with notable stock increases including Hongbaoli up 9%, Jujiao Co. up 8%, and Rike Chemical up 6% [1] - The benchmark price for propylene oxide on January 21 is reported at 8233.33 yuan/ton, reflecting a 6.47% increase compared to the beginning of the month [1] - Over the past week (January 12 to 18), the price of propylene oxide has surged by 7.9%, leading the chemical market [1] Group 2 - Key stock performances include: - Hongbaoli with a market cap of 6.992 billion yuan and a year-to-date increase of 25.79% [2] - Jujiao Co. with a market cap of 4.897 billion yuan and a year-to-date increase of 27.46% [2] - Rike Chemical with a market cap of 3.598 billion yuan and a year-to-date increase of 15.87% [2] - Other notable stocks include Aladdin up 5.52%, Youcai Resources up 5.41%, and Qiaoyuan Co. up 5.23%, all showing strong year-to-date performance [2]

格隆汇1月20日丨乐通股份(002319.SZ)公布，全资子公司湖州乐通新材料科技有限公司（简称"湖州乐 通"）于近日收到浙江省经济和信息化厅、浙江省财政厅、国家税务总局浙江省税务局联合下发的《高 新技术企业证书》。全资子公司湖州乐通通过了高新技术企业资格认定，高新技术企业证书编号为： GR202533004678，发证日期为：2025年12月19日，有效期三年。本次系湖州乐通首次通过高新技术企 业认定。 ...

格隆汇1月20日丨乐通股份(002319.SZ)公布，全资子公司湖州乐通新材料科技有限公司（简称"湖州乐 通"）于近日收到浙江省经济和信息化厅、浙江省财政厅、国家税务总局浙江省税务局联合下发的《高 新技术企业证书》。全资子公司湖州乐通通过了高新技术企业资格认定，高新技术企业证书编号为： GR202533004678，发证日期为：2025年12月19日，有效期三年。本次系湖州乐通首次通过高新技术企 业认定。 ...

珠海市乐通化工股份有限公司 关于全资子公司通过高新技术企业认定的公告 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。 珠海市乐通化工股份有限公司（以下简称"公司"）全资子公司湖州乐通新 材料科技有限公司（以下简称"湖州乐通"）于近日收到浙江省经济和信息化厅、 浙江省财政厅、国家税务总局浙江省税务局联合下发的《高新技术企业证书》。 全资子公司湖州乐通通过了高新技术企业资格认定，高新技术企业证书编号为： GR202533004678，发证日期为：2025年12月19日，有效期三年。 证券代码：002319 证券简称：乐通股份 公告编号：2026-001 本次系湖州乐通首次通过高新技术企业认定。根据《中华人民共和国企业所 得税法》等相关规定，湖州乐通通过本次高新技术企业认定后，将连续三年（2025 年、2026年、2027年）享受国家关于高新技术企业相关优惠政策，即按15%税率 缴纳企业所得税。 特此公告。 珠海市乐通化工股份有限公司董事会 2026 年 1 月 21 日 ...

Core Viewpoint - The chemical industry is experiencing a significant upward trend, driven by a combination of cost support, demand recovery, and supply optimization, leading to a tighter supply-demand balance [4][12]. Group 1: Industry Performance - As of January 19, the Shenwan Basic Chemical Index rose by 2.70%, reaching 4758.50 points, with leading stocks like Xinxiang Chemical Fiber and Letong Co. hitting the daily limit [1][8]. - Multiple chemical products have seen collective price increases, including propylene, ammonium sulfate, acetone, and lithium hydroxide, driven by upstream oil price stabilization and pre-holiday stocking demand [3][11]. Group 2: Market Dynamics - The current price increase in chemical products is attributed to three main factors: cost support from stable oil prices, reduced effective capacity due to pre-holiday maintenance, and concentrated demand from downstream sectors [4][12]. - The industry is witnessing a trend of mergers and acquisitions as companies seek to expand into high-value sectors, such as integrated circuit materials and high-end electronic chemicals [5][13]. Group 3: Policy and Future Outlook - The Ministry of Industry and Information Technology and other departments have issued a plan aiming for an annual growth of over 5% in the petrochemical industry from 2025 to 2026, focusing on technological innovation and high-quality development [5][14]. - The Shandong Provincial Government has set a target for the petrochemical industry to achieve over 5% year-on-year growth by 2026, emphasizing the importance of high-end chemical products [6][14]. - The industry is transitioning from chaotic expansion to a phase of stable growth and transformation, supported by both national and local policies [7][15].

Market Overview - The chemical products sector increased by 2.79% on January 19, with Letong Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] Top Performers - Letong Co., Ltd. (002319) closed at 12.93, up 10.04% with a trading volume of 110,300 shares and a turnover of 137 million yuan [1] - Cangzhou Dahua (600230) closed at 16.50, up 10.00% with a trading volume of 251,100 shares and a turnover of 400 million yuan [1] - Wuhua Technology (600378) closed at 38.18, up 10.00% with a trading volume of 141,900 shares and a turnover of 522 million yuan [1] - Hengda High-tech (002591) closed at 7.74, up 9.94% with a trading volume of 181,500 shares and a turnover of 137 million yuan [1] - Beihua Co., Ltd. (002246) closed at 21.28, up 7.20% with a trading volume of 392,200 shares and a turnover of 820 million yuan [1] Underperformers - Xinghua New Materials (301077) closed at 33.37, down 4.96% with a trading volume of 121,800 shares and a turnover of 414 million yuan [2] - Tiansheng New Materials (300169) closed at 6.79, down 4.23% with a trading volume of 448,600 shares and a turnover of 309 million yuan [2] - Ruifeng New Materials (300910) closed at 59.70, down 3.13% with a trading volume of 45,300 shares and a turnover of 273 million yuan [2] Capital Flow - The chemical products sector saw a net inflow of 640 million yuan from institutional investors, while retail investors experienced a net outflow of 21.19 million yuan [2][3] - Major stocks like Wanhu Chemical (600309) had a net inflow of 51.3 million yuan from institutional investors, while Newhe Chemical (002001) had a net inflow of 10.5 million yuan [3]

Market Overview - The chemical products sector experienced a decline of 0.55% on January 14, with Chenghe Technology leading the losses [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index rose to 14248.6, up 0.56% [1] Top Gainers in Chemical Sector - Qicai Chemical (300758) saw a significant increase of 20.01%, closing at 16.85 with a trading volume of 524,100 shares and a turnover of 832 million [1] - Changhua Chemical (301518) rose by 12.77%, closing at 44.60 with a trading volume of 124,200 shares and a turnover of 519 million [1] - Demei Chemical (002054) increased by 9.99%, closing at 8.81 with a trading volume of 420,300 shares and a turnover of 360 million [1] Top Losers in Chemical Sector - Chenghe Technology (688625) declined by 5.79%, closing at 58.71 with a trading volume of 88,500 shares and a turnover of 525 million [2] - Duofuduo (002407) fell by 4.31%, closing at 31.55 with a trading volume of 1,265,100 shares and a turnover of 404.6 million [2] - Kaisa Bio (688065) decreased by 3.97%, closing at 59.77 with a trading volume of 158,000 shares and a turnover of 965 million [2] Capital Flow Analysis - The chemical products sector experienced a net outflow of 1.757 billion from institutional investors, while retail investors saw a net inflow of 1.333 billion [2] - The top stocks with significant net inflows from retail investors include Qicai Chemical (300758) with a net inflow of 256 million [3] - Demei Chemical (002054) also had a notable net inflow of 108 million from retail investors [3]

Core Viewpoint - The company is disclosing the progress of a debt confirmation and repayment agreement related to its acquisition of Beijing Xuanshang Siyue Media Advertising Co., Ltd, indicating ongoing negotiations for extending payment deadlines and potential impacts on its financial obligations [5][6]. Group 1: Overview of Related Transactions - In April 2015, the company acquired 75% of Xuanshang Siyue for RMB 273 million, making it a subsidiary [1]. - In July 2016, the company completed the acquisition of the remaining 25% for RMB 91 million, resulting in full ownership [2]. - Subsequent agreements were made to clarify debt obligations and extend payment deadlines, with the final payment originally due by April 2020 [3][4]. Group 2: Current Status of Debt and Repayment - As of January 2025, the company signed a debt confirmation and repayment agreement, acknowledging a remaining payment of RMB 50.28 million due by December 31, 2025 [5]. - The company is currently negotiating with creditors regarding the extension of payment deadlines and has reached a preliminary consensus, pending final agreement [6]. Group 3: Impact on Company Operations - The company anticipates that the ongoing related transactions will not significantly impact its operational performance in the short term [6]. - Should an agreement on the extension not be finalized, the company plans to actively seek funds to repay the outstanding debts [6].

证券代码：002319 证券简称：乐通股份 公告编号：2025-080 珠海市乐通化工股份有限公司 关于《债权债务确认及还款协议》到期 2016 年 7 月 25 日，公司与轩翔思悅的少数股东拓美投资、云昊投资、崔佳、 肖诗强再次签订《关于北京轩翔思悦传媒广告有限公司资产重组的投资协议书之 补充协议》（以下简称"补充协议"），以现金 9,100 万元人民币收购轩翔思悅 25%股权。本次收购完成后，公司直接持有轩翔思悦 100%的股权，轩翔思悦成为 公司全资子公司。 2018 年 12 月 14 日，公司与拓美投资、云昊投资、崔佳、肖诗强签订《关 于北京轩翔思悦传媒广告有限公司资产重组的投资协议书补充协议之二》（以下 简称"补充协议二"），协议约定公司需于 2019 年 4 月 30 日前完成全部款项支 付（含剩余股权投资款及利息）。 2019 年 2 月 26 日，公司与拓美投资、云昊投资、崔佳、肖诗强签订《债权 转让协议》同意拓美投资将其在《补充协议二》项下的全部债权的 70%转让给崔 佳，30%转让给肖诗强；云昊投资将其在《补充协议二》项下的全部债权的 70% 转让给崔佳，30%转让给肖诗强，以明确公司与 ...

长城证券股份有限公司关于珠海市乐通化工股份有限公司 控股股东股份被司法冻结及轮候冻结的核查意见 长城证券股份有限公司（以下简称"长城证券"或"保荐人"）作为珠海市乐通 化工股份有限公司（以下简称"乐通股份"或"公司"）向特定对象发行股票并在主 板上市的保荐人，根据《证券发行上市保荐业务管理办法》《深圳证券交易所股 票上市规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公 司规范运作》《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》 等有关规定，对乐通股份控股股东深圳市大晟资产管理有限公司（以下简称"大 晟资产"）所持公司股份被司法冻结及轮候冻结事项进行了核查，具体核查情况 如下： 一、本次股份被司法冻结、轮候冻结的基本情况 公司于近日收到中国证券登记结算有限责任公司下发的《证券质押及司法冻 结明细表》《证券轮候冻结数据表》，获悉控股股东大晟资产所持有公司的股份 被司法冻结及轮候冻结，具体情况如下： | 股 | 是否为控 | | | 占公 | 是否 为限 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- ...