Group 1 - The company announced that its subsidiary, Shandong Qilu Keli Chemical Research Institute Co., Ltd., has successfully completed the construction of an 8,000 tons/year high-performance catalytic new materials project, which has now entered the trial operation phase [2] - The completion of this project is expected to significantly enhance the company's self-supply capability in the high-end catalytic materials sector, strengthen the resilience of the industrial chain, and solidify its technological moat [2] - The project is anticipated to improve the company's long-term profit center due to the high added value of its products and the accelerating trend of domestic substitution in the industry, while also providing crucial catalytic support for the green and low-carbon transformation of the chemical industry [2] Group 2 - The project was approved by the company's board of directors in August 2025 [3] - The main business of the company includes chemical manufacturing and foreign trade [4]

Core Viewpoint - The company plans to focus its capital expenditure in 2026 on optimizing and upgrading its existing industrial chain, enhancing production potential, and increasing the output proportion of high value-added products to strengthen its competitive advantage in niche markets [1] Group 1: Capital Expenditure and Strategy - In 2026, the company will prioritize capital expenditure on existing industrial chain optimization and upgrades through process innovation and equipment modifications [1] - The company aims to improve product process routes and increase the output of high value-added products [1] - A series of low-investment, quick-return projects will be launched to support the company's transformation and differentiated competition [1] Group 2: Industrial Park Integration and Efficiency - The company is actively promoting regional integration of its industrial parks by implementing unified energy management and shared public utilities to reduce overall energy consumption and enhance resource utilization efficiency [1] - The 8,000 tons/year catalytic new materials project has entered the trial operation phase, with efforts to accelerate equipment debugging for stable production [1] Group 3: Competitive Positioning - The completion of the catalytic new materials project will significantly enhance the company's self-supply capability in the high-end catalyst sector, breaking foreign technology monopolies and extending the value chain [1]

Core Viewpoint - The company, Qixiang Tengda, has reported a recent increase in the prices of its main products, including acetone, maleic anhydride, propylene oxide, and polybutadiene rubber, indicating a positive market trend [1] Group 1: Product Performance - Recent price increases have been observed for key products: acetone, maleic anhydride, propylene oxide, and polybutadiene rubber [1] - The overall operating rate of the company's facilities is maintained above 90%, ensuring stable and continuous operation of major installations [1] Group 2: Strategic Focus - The company aims to capitalize on the upward trend in the industry by enhancing the flexible production capacity of its facilities [1] - There is a commitment to increasing the proportion of profitable products in the production mix [1] - The company plans to deepen the synergy within the industrial chain to strengthen its ability to withstand cyclical fluctuations and consolidate its competitive advantage in the industry [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002408 证券简称：齐翔腾达 公告编号：2026-004 债券代码：128128 债券简称：齐翔转2 淄博齐翔腾达化工股份有限公司 关于控股子公司8000吨/年高性能催化新材料项目建成投产的公告 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。 淄博齐翔腾达化工股份有限公司（以下简称"公司"）于2025年8月22日召开第六届董事会第二十四次会 议，审议通过《关于控股子公司拟投资建设8000吨/年高性能催化新材料项目的议案》，同意控股子公 司山东齐鲁科力化工研究院股份有限公司（以下简称"齐鲁科力"）实施该项目建设。具体内容详见公司 于2025年8月23日在巨潮资讯网披露的《关于控股子公司拟投资建设8000吨/年高性能催化新材料项目的 公告》（公告编号：2025-051）。 近日，公司控股子公司齐鲁科力投资建设的8000吨/年高性能催化新材料项目已顺利建成，正式进入试 运行阶段。下一步将加快装置设备调试进度，力争尽快实现稳定达产。 该项目的建成投产，将显著提升公司在高端催化材料领域的自主供给能力，强化产 ...

每日经济新闻 （记者 曾健辉） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每经AI快讯，齐翔腾达2月3日晚间发布公告称，近日，公司控股子公司齐鲁科力投资建设的8000吨/年 高性能催化新材料项目已顺利建成，正式进入试运行阶段。下一步将加快装置设备调试进度，力争尽快 实现稳定达产。该项目的建成投产，将显著提升公司在高端催化材料领域的自主供给能力，强化产业链 韧性、筑牢技术护城河；同时凭借产品高附加值属性及国产替代加速的行业趋势，将提升公司长期盈利 中枢，也为化工行业绿色低碳转型提供关键催化支撑。 每经头条（nbdtoutiao）——特朗普的"完美人选"颠覆美联储？解码凯文·沃什的"新政构想"：左手放水 右手抽水，要靠AI驯服通胀，拒做美债"大买家" ...

关于控股子公司 8000 吨/年高性能催化新材料项目 建成投产的公告 | 证券代码：002408 | 证券简称：齐翔腾达 | 公告编号：2026-004 | | --- | --- | --- | | 债券代码：128128 | 债券简称：齐翔转 2 | | 特此公告。 淄博齐翔腾达化工股份有限公司 淄博齐翔腾达化工股份有限公司 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。 淄博齐翔腾达化工股份有限公司（以下简称"公司"）于 2025 年 8 月 22 日 召开第六届董事会第二十四次会议，审议通过《关于控股子公司拟投资建设 8000 吨/年高性能催化新材料项目的议案》，同意控股子公司山东齐鲁科力化工研究 院股份有限公司（以下简称"齐鲁科力"）实施该项目建设。具体内容详见公司 于 2025 年 8 月 23 日在巨潮资讯网披露的《关于控股子公司拟投资建设 8000 吨/ 年高性能催化新材料项目的公告》（公告编号：2025-051）。 近日，公司控股子公司齐鲁科力投资建设的 8000 吨/年高性能催化新材料项 目已顺利建成，正式进入试运行阶段。下一步将加快装置设 ...

Core Viewpoint - The company, Qixiang Tengda, is focusing its capital expenditure in 2026 on optimizing and upgrading its existing industrial chain, with a significant emphasis on the 8000 tons/year catalytic new materials project, which has entered the trial operation phase [1] Group 1 - The 8000 tons/year catalytic new materials project aims to enhance the company's self-supply capability in the high-end catalyst sector [1] - The project is expected to break the foreign technology monopoly and extend the added value of the industrial chain [1] - The company plans to accelerate the debugging process of the equipment to achieve stable production as soon as possible [1]

Group 1: Market Dynamics - The recent price surge of butadiene rubber is driven by the exit of ethylene cracking capacity in Europe, Japan, and South Korea, leading to a tight global supply of butadiene [1] - Domestic butadiene capacity is highly concentrated among major state-owned enterprises, limiting market supply, especially during the traditional maintenance season from February to April [1] - The company maintains stable operation of its butadiene extraction and oxidative dehydrogenation units, adjusting shipment schedules based on the cost-price gap between butadiene and rubber to ensure cost advantages [1] Group 2: Product Pricing and Production Capacity - The company has seen price increases in key products such as methyl ethyl ketone, maleic anhydride, epoxy propane, and butadiene rubber, with overall plant operating rates maintained above 90% [2] - The company aims to enhance the proportion of high-margin products and strengthen its flexible production capacity to capitalize on the upward industry trend [2] Group 3: Capital Expenditure and Project Development - In 2026, capital expenditure will focus on optimizing and upgrading existing production lines through technological innovation and equipment modifications [2] - The company is advancing an 8,000 tons/year catalytic materials project, which is in trial operation, aiming to enhance self-supply capabilities in high-end catalysts and break foreign technology monopolies [2] Group 4: Industry Outlook - The chemical industry is expected to see a decline in capacity expansion, with an increase in industry concentration [3] - The transition to green and low-carbon practices, along with stricter environmental regulations, will accelerate the elimination of inefficient capacities, benefiting leading companies with technological and scale advantages [3] - The company has established a comprehensive product matrix covering over 30 products, positioning itself well to benefit from the exit of foreign capacities and the gradual clearing of inefficient production [4]

Market Overview - The refining and trading sector experienced a decline of 0.77% on February 3, with ST Shenhua leading the drop [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Stock Performance - Notable gainers in the refining and trading sector included: - Runbei Hangke (001316) with a closing price of 56.33, up 10.00% [1] - Heshun Petroleum (603353) at 38.65, up 5.83% [1] - Tongkun Co. (601233) at 20.99, up 4.48% [1] - Conversely, ST Shenhua (000698) saw a decline of 3.04%, closing at 3.83 [2] Trading Volume and Capital Flow - The total trading volume for the refining and trading sector showed a net outflow of 79.01 million yuan from main funds, with retail investors contributing a net inflow of 244 million yuan [2] - The capital flow for individual stocks indicated that: - Guanghui Energy (600256) had a net inflow of 48.13 million yuan from main funds [3] - China Petroleum (601857) recorded a net inflow of 45.05 million yuan from main funds [3] - Runbei Hangke (001316) had a net inflow of 46.34 million yuan from main funds [3]

Group 1 - Chemical stocks experienced a short-term surge, with Hongbaoli hitting the daily limit, indicating strong market interest [1] - Meibang Technology saw an increase of over 10%, reflecting positive investor sentiment towards the company [1] - Other companies such as Yida Co., Hongqiang Co., Qixiang Tengda, Binhua Co., and Bohai Chemical also followed the upward trend, suggesting a broader rally in the chemical sector [1]