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天原股份:公司未发现股价异常情况
Zheng Quan Ri Bao Wang· 2026-01-14 13:16
证券日报网讯 1月14日,天原股份(002386)在互动平台回答投资者提问时表示,股价波动受多方面因 素影响,公司将持续提升经营业绩,加快重点项目建设,并通过实施分红政策等方式维护股东权益。公 司严格按照法律法规履行信息披露义务,未发现股价异常情况。 ...
天原股份:公司不存在打压股价行为
Zheng Quan Ri Bao Wang· 2026-01-14 13:16
证券日报网讯 1月14日,天原股份(002386)在互动平台回答投资者提问时表示,公司目前没有应披露 而未披露的信息,如有相关计划将严格按照信息披露要求及时公告,公司不存在打压股价行为。 ...
多项产品出口退税政策调整,不改中国产业竞争优势
Orient Securities· 2026-01-11 15:38
Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Viewpoints - The adjustment of export tax rebate policies does not alter the competitive advantage of China's chemical industry. The cancellation of export tax rebates for various chemical products is expected to increase export costs, reflecting China's energy and waste treatment capabilities. Despite theoretical concerns about competitiveness, high energy-consuming products like PVC lack global expansion capacity, and the price increase due to VAT will not significantly change competitive dynamics [2][7] - Market rumors do not change the profit recovery opportunities in the industry. Reports of regulatory discussions regarding monopolistic risks have led to stock price corrections for leading chemical companies. However, the industry is still in a self-rescue phase, with production cuts not aimed at achieving monopolistic profits but rather at facilitating recovery from previous losses [2][7] Investment Recommendations and Targets - Recommended leading companies in the refining industry include Sinopec (600028, Buy), Rongsheng Petrochemical (002493, Buy), and Hengli Petrochemical (600346, Buy). The report also highlights recovery opportunities in various chemical sub-industries, such as MDI leader Wanhua Chemical (600309, Buy) and PVC-related companies like Zhongtai Chemical (002092, Not Rated), Xinjiang Tianye (600075, Not Rated), Chlor-alkali Chemical (600618, Not Rated), and Tianyuan Co., Ltd. (002386, Not Rated). In the phosphoric chemical sector, companies like Chuanheng Co., Ltd. (002895, Not Rated) and Yuntianhua (600096, Not Rated) are noted for their growth potential driven by rapid energy storage growth. In the oxalic acid sector, attention is drawn to Hualu Hengsheng (600426, Buy), Huayi Group (600623, Buy), and Wankai New Materials (301216, Buy) [3]
天原股份:截至目前公司市净率为0.96
Zheng Quan Ri Bao Wang· 2026-01-09 14:11
证券日报网讯1月9日,天原股份(002386)在互动平台回答投资者提问时表示,自2025年以来公司股价 已得到较大修复,截至目前公司市净率为0.96,公司按照国企深化改革行动要求进一步做好国企改革相 关工作,包括完善公司产业链布局,提升公司盈利能力,加大瘦身健体等工作。 ...
天原股份:截至2025年12月31日股东户数约为5.18万户
Zheng Quan Ri Bao· 2026-01-09 13:12
证券日报网讯 1月9日,天原股份在互动平台回答投资者提问时表示,截至2025年12月31日,公司股东 户数约为5.18万户。 (文章来源:证券日报) ...
天原股份:公司已于2025年12月31日披露《关于子公司投资建设年产10万吨氯化法钛白粉项目的公告》
Zheng Quan Ri Bao· 2026-01-09 11:47
Core Viewpoint - Tianyuan Co., Ltd. announced on its interactive platform that it will disclose an announcement regarding the investment in a subsidiary for the construction of a 100,000-ton annual production capacity titanium dioxide project using the chloride method by December 31, 2025 [2] Company Summary - The company is planning to invest in a new project focused on titanium dioxide production, which is a significant step in expanding its production capacity [2] - The project aims to utilize the chloride method for producing titanium dioxide, which is known for its efficiency and quality [2] Industry Summary - The titanium dioxide industry is expected to see advancements with the introduction of new production methods, such as the chloride process, which may enhance product quality and reduce environmental impact [2] - The investment in this project reflects the growing demand for titanium dioxide in various applications, indicating a positive outlook for the industry [2]
天原股份:硫磺制酸项目目前已进入设备安装制作阶段
Zheng Quan Ri Bao· 2026-01-09 11:45
Group 1 - The core viewpoint of the article is that Tianyuan Co., Ltd. has made progress in its sulfuric acid project, which is currently in the equipment installation phase [2] Group 2 - The company has indicated that the construction progress of the sulfuric acid project is going well [2]
天原股份:公司已制定并披露《宜宾天原股份有限公司估值提升计划》
Zheng Quan Ri Bao Wang· 2026-01-09 11:44
证券日报网讯1月9日,天原股份(002386)在互动平台回答投资者提问时表示,公司已制定并披露《宜 宾天原股份有限公司估值提升计划》,旨在持续提升公司竞争力并积极回报股东。宜宾市国资委作为实 际控制人,在对公司的年度考核中包含市值管理内容,总体要求是实现国有资产保值增值。公司将会持 续做好经营业绩提升,优化信息披露和加大投资者交流,给予投资者更多回报。 ...