Group 1 - The chemical sector experienced a volatile upward trend on September 15, with the Chemical ETF (516020) closing up by 0.13% [1] - Key stocks in the lithium battery, titanium dioxide, and fluorochemical sectors saw significant gains, with Tianqi Lithium hitting the daily limit, Longbai Group rising by 5.09%, and multiple other companies increasing by over 3% [1][3] - Analysts attribute the surge in the lithium battery sector to four main positive drivers, including new payment norms from the China Automotive Industry Association and a recent action plan for green transformation in Fujian [3] Group 2 - The recent issuance of the "New Energy Storage Scale Construction Special Action Plan (2025-2027)" by the National Development and Reform Commission and the Energy Administration has contributed to market optimism [3] - The Ministry of Industry and Information Technology and other departments have jointly issued a growth plan for the automotive industry, aiming for approximately 32.3 million vehicle sales in 2025, including 15.5 million new energy vehicles [3] - The chemical ETF (516020) is currently at a low valuation, with a price-to-book ratio of 2.29, indicating a favorable long-term investment opportunity [3] Group 3 - Guohai Securities suggests that the Chinese chemical industry may undergo a revaluation, with potential for increased cash flow and higher dividend yields as global capacity expansion slows [4] - The outlook for the second half of 2025 indicates that fiscal policies in China and the U.S. may strengthen, leading to a potential upturn in the chemical sector [5] - The chemical ETF (516020) provides a diversified investment approach, covering various sub-sectors and focusing on large-cap leading stocks, which may enhance investment efficiency [5]

为进一步加强与投资者的互动交流，广东宏大控股集团股份有限 公司（以下简称"公司"）将参加由广东证监局、广东上市公司协会 联合举办的"向新提质 价值领航--2025 年广东辖区投资者集体接待 日暨辖区上市公司中报业绩说明会"，现将相关事项公告如下： 证券代码：002683 证券简称：广东宏大 公告编号：2025-068 广东宏大控股集团股份有限公司 关于参加广东辖区 2025 年投资者 网上集体接待日活动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完 整，没有虚假记载、误导性陈述或重大遗漏。 本次活动将采用网络远程的方式举行，投资者可登录"全景路演" 网站（http://rs.p5w.net），或关注微信公众号：全景财经，或下 载全景路演 APP,参与本次互动交流，活动时间为 2025 年 9 月 19 日 （周五）15:30-17:00。届时公司高管将在线就公司 2025 年半年度业 绩、公司治理、发展战略、经营状况和可持续发展等投资者关心的问 题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 特此公告。 广东宏大控股集团股份有限公司董事会 2025 年 9 月 15 日 ...

证券代码：002683 证券简称：广东宏大 公告编号：2025-067 广东宏大控股集团股份有限公司 2025年半年度分红派息实施公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完 整，没有虚假记载、误导性陈述或重大遗漏。 特别提示： 1、广东宏大控股集团股份有限公司2025年半年度利润分配方案 为：以公司现有总股本剔除已回购股份6,386,736股后的753,615,511 股为基数，按照分配比例不变的原则，向全体股东每10股派2元人民 币现金（含税）。 2、本次利润分配股权登记日为：2025年9月23日，除权除息日为： 2025年9月24日。 广东宏大控股集团股份有限公司（以下简称"公司"或"本公司"） 2025年半年度利润分配方案已获2025年9月8日召开的2025年第四次 临时股东会审议通过，现将利润分配事宜公告如下： 一、股东会审议通过本次利润分配方案的情况 1、公司2025年半年度股东会审议通过的利润分配方案为：以未 来实施分配方案时股权登记日的总股本（预计为760,002,247股）扣除 回购专户持有股份数（6,386,736股）为基数，向全体股东每10股派发 现金股利2元人民币（含税 ...

证券时报·数据宝统计，截至发稿，广东宏大收盘价为37.17元，上涨1.84%，本期筹码集中以来股价累 计上涨8.68%。具体到各交易日，6次上涨，5次下跌。 广东宏大9月15日披露，截至9月10日公司股东户数为33897户，较上期（8月31日）减少2106户，环比降 幅为5.85%。这已是该公司股东户数连续第2期下降。 （文章来源：证券时报网） 公司发布的半年报数据显示，上半年公司共实现营业收入91.50亿元，同比增长63.83%，实现净利润 5.04亿元，同比增长22.05%，基本每股收益为0.6687元，加权平均净资产收益率7.78%。（数据宝） ...

Group 1 - Guangdong Hongda's stock price increased by 1.73% to 37.13 CNY per share, with a trading volume of 490 million CNY and a turnover rate of 2.00%, resulting in a total market capitalization of 28.219 billion CNY [1] - The stock has risen for three consecutive days, with a cumulative increase of 8.06% during this period [1] - Guangdong Hongda was established on May 14, 1988, and listed on June 12, 2012, with its main business involving civil explosive products, mining infrastructure, blasting design, and transportation services [1] Group 2 - The main revenue composition of Guangdong Hongda includes open-pit mining (58.54%), industrial explosives (12.43%), underground mining (11.82%), chemical products (10.47%), detonators (2.68%), liquefied natural gas (2.39%), defense equipment (0.88%), and others (0.80%) [1] - Penghua Fund has a significant holding in Guangdong Hongda, with its Penghua Quality Enterprise Mixed A Fund increasing its stake by 44,100 shares in the second quarter, holding a total of 589,700 shares, which accounts for 9.37% of the fund's net value [2] - The fund has generated a floating profit of approximately 371,500 CNY today and 1,633,500 CNY during the three-day increase [2]

Investment Rating - The report maintains a "Positive" rating for the chemical industry [6][12]. Core Insights - The macroeconomic judgment indicates that non-OPEC countries are expected to lead an increase in oil production, with a significant overall supply growth anticipated. Global GDP growth is projected to remain at 2.8%, with stable oil demand, although the growth rate may slow due to tariff policies [6][7]. - The expectation of a Federal Reserve interest rate cut is likely to boost demand during the peak season of September and October. Additionally, the leakage incident of GFL R32 in India may enhance China's export opportunities [6][12]. - The report highlights the ongoing investigation into anti-dumping practices against imported semiconductor chips from the U.S., which may benefit domestic semiconductor materials [6][12]. Summary by Sections Macroeconomic Analysis - Oil supply is expected to increase significantly, driven by non-OPEC production, while demand remains stable despite potential slowdowns due to tariffs. Geopolitical factors, including U.S.-China tariff relief and the Russia-Ukraine situation, are influencing oil prices [6][7]. - Coal prices are anticipated to stabilize at a low level, and natural gas export facilities in the U.S. may accelerate, leading to lower import costs [6][7]. Chemical Sector Configuration - The report suggests a strategic focus on four areas: textile and apparel chain, agricultural chemicals, export chain, and sectors benefiting from "de-involution" policies. Specific companies are recommended for investment based on their market positions and growth potential [6][12]. Key Material Focus - Emphasis is placed on the importance of self-sufficiency in key materials, particularly in semiconductor and panel materials, with specific companies highlighted for their potential in these sectors [6][12]. Price Trends - Recent data indicates fluctuations in various chemical prices, with PTA prices down by 0.3% and MEG down by 2.0%. The report notes that the overall industrial product PPI has shown a year-on-year decline of 2.9% [12][13][16]. Company Valuations - A detailed valuation table is provided, showcasing various companies in the agricultural chemicals and chemical sectors, with ratings ranging from "Buy" to "Increase" based on their market performance and projected earnings [20].

Company Overview - Guangdong Hongda's stock price increased by 2.13% on September 12, reaching 36.96 CNY per share, with a trading volume of 346 million CNY and a turnover rate of 1.43%, resulting in a total market capitalization of 28.09 billion CNY [1] - The company specializes in civil explosive products, mining infrastructure stripping, overall blasting scheme design, blasting mining, mineral packaging, and transportation services [1] Financial Performance - For the first half of 2025, Guangdong Hongda achieved operating revenue of 9.15 billion CNY, representing a year-on-year growth of 65.64%, and a net profit attributable to shareholders of 504 million CNY, up 22.05% year-on-year [2] - The company has distributed a total of 2.097 billion CNY in dividends since its A-share listing, with 1.137 billion CNY distributed over the past three years [3] Shareholder Information - As of August 20, 2025, the number of shareholders for Guangdong Hongda was 36,700, an increase of 10.97% from the previous period, with an average of 17,977 circulating shares per shareholder, a decrease of 9.88% [2] - Notable institutional shareholders include Fu Guo Tian Hui Growth Mixed Fund, which is the third-largest shareholder with 15.0008 million shares, and several new entrants among the top ten shareholders [3] Stock Performance - Year-to-date, Guangdong Hongda's stock price has risen by 41.97%, with a 5-day increase of 11.43%, a 20-day increase of 6.39%, and a 60-day increase of 13.51% [1] Industry Classification - Guangdong Hongda is classified under the basic chemicals sector, specifically in chemical products related to civil explosives, and is associated with concepts such as military-civil integration, aerospace and military industry, the Belt and Road Initiative, and state-owned enterprise reform [2]

证券代码：002683 证券简称：广东宏大 公告编号：2025-066 广东宏大控股集团股份有限公司 关于举办投资者开放日活动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完 整，没有虚假记载、误导性陈述或重大遗漏。 为便于广大投资者更加深入、全面地了解广东宏大控股集团股份 有限公司（以下简称"公司"）的发展战略和经营业绩情况，进一步促 进公司与投资者之间的紧密沟通与良性互动，公司拟于 2025 年 9 月 17 日（周三）下午 14:00-18:00 举办投资者开放日活动，现将有关事 项公告如下： 一、活动召开的时间、地点 活动时间：2025 年 9 月 17 日（周三）14:00-18:00 活动地点：北京市大兴区盛坊路金地威新国际中心南区 5 号院 4 号楼广东宏大国际中心 活动方式：展厅参观和现场交流 二、出席人员 公司董事长、总经理、其他高级管理人员及相关业务负责人等。 （如有特殊情况，公司将根据实际情况适当调整出席人员） 三、报名方式 为更好地安排本次活动，请有意参与此次活动的投资者于 2025 年 9 月 15 日 17:30 前点击链接 https://eseb.cn/1roLW ...

致：广东宏大控股集团股份有限公司 北京市君合（广州）律师事务所（以下简称"本所"）接受广东宏大控股集团股份 有限公司（以下简称"公司"）的委托，指派本所经办律师出席了公司于 2025 年 9 月 8 日在广州市天河区兴民路 222 号 C3 天盈广场东塔 56 层会议室召开的 2025 年第四次临 时股东会（以下简称"本次股东会"）的现场会议。现根据《中华人民共和国公司法》 《中华人民共和国证券法》《上市公司股东会规则》等中国（为本法律意见之目的，"中 国"不包括香港特别行政区、澳门特别行政区及台湾地区）现行法律、法规和规范性文 件（以下简称"法律、法规"）以及《广东宏大控股集团股份有限公司章程》（以下简称 "公司章程"）、《广东宏大控股集团股份有限公司股东会议事规则》（以下简称"公司股 东会议事规则"）的有关规定，就本次股东会有关事宜出具本法律意见。 本所经办律师依据本法律意见出具日以前已经发生的事实并基于本所经办律师对 有关事实的了解和对法律、法规的理解发表法律意见。本所经办律师仅就本次股东会的 召集和召开程序、出席会议人员的资格、本次股东会的表决程序、表决结果等事项发表 法律意见，不对本次股东会提案的内 ...

证券代码：002683 证券简称：广东宏大 公告编号：2025-065 广东宏大控股集团股份有限公司 2025年第四次临时股东会决议公告 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、误导性陈述或重大遗漏。 特别提示： 1.本次股东会未出现否决议案的情形。 2.本次股东会未出现涉及变更前次股东会决议的情况。 一、会议召开和出席情况 （一）召开情况 1、召集人：广东宏大控股集团股份有限公司第六届董事会 2、召开时间：2025 年 9 月 8 日下午 15:30 3、召开地点：广州市天河区兴民路 222 号 C3 天盈广场东塔 56 层会议室 4、表决方式：采用现场投票与网络投票相结合的表决方式 5、会议主持人：董事长郑炳旭先生 6、会议的召集、召开符合《公司法》《上市公司股东会规则》以 及《公司章程》等有关规定 二、议案审议表决情况 会议以现场投票和网络投票相结合的方式审议并通过了如下议 案。 1.00 关于公司 2025 年半年度利润分配的议案 总表决情况： 同意 385,092,281 股，占出席会议所有股东所持股份的 99.8940%； 反对 212,465 股，占出席会议所有 ...