股票代码：002734 股票简称：利民股份 公告编号：2025-068 债券代码：128144 债券简称：利民转债 利民控股集团股份有限公司 关于不提前赎回利民转债的公告 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。 特别提示： 依据利民控股集团股份有限公司（以下简称"公司"）《公开发行可转换公司债 券募集说明书》（以下简称《募集说明书》）与《深圳证券交易所上市公司自律监管 指引第 15 号——可转换公司债券》等相关文件，自 2025 年 7 月 24 日至 2025 年 8 月 13 日，公司股票已有 15 个交易日的收盘价不低于"利民转债"当期转股价格（即 8.10 元/股）的 130%（即 10.53 元/股），已触发"利民转债"有条件赎回条款。 公司于 2025 年 8 月 13 日召开第六届董事会第八次会议，审议通过了《关于不 提前赎回"利民转债"的议案》，公司董事会决定本次不行使"利民转债"提前赎 回权利，并决定自本次董事会审议通过后 3 个月内（即 2025 年 8 月 14 日至 2025 年 11 月 13 日），若再触发"利民转债"有条件 ...

债券代码：128144 债券简称：利民转债 股票代码：002734 股票简称：利民股份 公告编号：2025-067 利民控股集团股份有限公司 利民控股集团股份有限公司（以下简称"公司"）第六届董事会第八次会议于 2025 年 8 月 13 日 15:00 以现场和通讯表决相结合方式在子公司双吉化工会议室召 开。应出席本次会议的董事 11 名，实际出席会议的董事 11 名。会议由董事长李新 生先生主持。公司全体监事及高级管理人员列席了会议。本次会议的出席人数、召 开表决程序、议事内容均符合《公司法》《公司章程》等有关规定。 经与会董事认真讨论，会议以赞成票 11 票，反对票 0 票，弃权票 0 票，审议 通过了《关于不提前赎回"利民转债"的议案》。 本议案具体内容详见《证券时报》《中国证券报》和巨潮资讯网上披露的《公 司关于不提前赎回利民转债的公告》。 备查文件： 1、公司第六届董事会第八次会议决议； 2、深圳证券交易所要求的其他文件。 特此公告。 利民控股集团股份有限公司董事会 2025 年 08 月 13 日 - 1 - 第六届董事会第八次会议决议公告 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 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603810 | 丰山集团 | 16.65 | -4.37% | 4.38万 | 7366.87万 | | 002539 | 云图控股 | 10.35 | -3.00% | 22.72万 | 2.37亿 | | 002734 | 利民股份 | 22.44 | -2.65% | 51.03万 | 11.51亿 | | 603585 | 苏利股份 | 19.18 | -2.34% | - 3.59万 | 6938.58万 | | 000792 | 盐湖股份 | 19.43 | -2.17% | 106.13万 | 20.61亿 | | 002258 | 利尔化学 | 12.05 | -1.87% | 15.89万 | 1.92亿 | | 603360 | 百傲化学 | 20.95 | -1.69% | 10.40万 | 2.19亿 | | 300505 | 川金诺 | 21.73 | -1.36% | 14.82万 | 3.23亿 | | 002391 ...

Group 1 - A total of 155 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for 5 consecutive days or more as of August 11 [1] - The stock with the longest consecutive net inflow is Huicheng Environmental Protection, which has seen net inflows for 21 trading days [1] - Other notable stocks with significant consecutive net inflows include China High-Tech, Taijing Technology, Sailun Biology, Tanshan Explorer, Hengsheng Electronics, Three Gorges New Materials, New Jingang, and Limin Co., which have all recorded net inflows for 12 or 11 trading days respectively [1]

Investment Rating - The industry investment rating is "Outperform" [2] Core Views - The report highlights a positive performance in the PEEK sector, with key companies such as Wanhua Chemical, Yangnong Chemical, and Hualu Hengsheng being recommended for investment. The focus is also on pesticide anti-involution strategies, particularly with Limin Co. [5][6] - The basic chemical sector has shown a weekly increase of 2.33%, outperforming the CSI 300 index by 1.1 percentage points [6][18] Summary by Sections Industry Overview - The closing index for the basic chemical sector is at 3814.15, with a 52-week high of 3814.15 and a low of 2687.54 [2] - Year-to-date performance shows the basic chemical index has decreased by 10.38%, while the CSI 300 index has increased by 21.22%, indicating a lag of 10.84 percentage points [18] Weekly Performance - The report notes significant stock price fluctuations, with notable increases in companies like Kexin New Energy (53.05%), Anli Co. (51.60%), and Xinhang New Materials (45.88%) [7][19] - Conversely, companies such as Lianhua Technology (-10.41%) and Cangzhou Dahua (-8.80%) experienced declines [8][21] Commodity Price Movements - Key commodities that saw price increases include formic acid (28.62%), broiler chicks (21.93%), and dichloromethane (17.50%) [9][24] - Notable price decreases were observed in commodities like sucralose (-28.00%) and eggs (-8.48%) [27][28] Key Company Ratings and Forecasts - Wanhua Chemical is rated "Buy" with a closing price of 60.8 CNY and a market cap of 190.33 billion CNY [11] - Yangnong Chemical is also rated "Buy" with a closing price of 64.7 CNY and a market cap of 26.23 billion CNY [11] - Other companies such as Hualu Hengsheng and Sailun Tire are similarly rated "Buy" with respective closing prices of 23.8 CNY and 13.1 CNY [11]

（文章来源：证券时报网） 据iFind统计，截至8月8日，沪深两市共有160只个股连续5日或5日以上获融资净买入。连续获融资净买 入天数最多的股票是惠城环保，已连续20个交易日获净买入；连续获融资净买入天数较多的还有中国宝 安、济川药业、泰晶科技、赛伦生物、探路者、恒生电子、中国高科、新劲刚、利民股份、中集车辆等 股，分别获14个、13个、11个、11个、11个、11个、11个、10个、10个、10个交易日净买入。 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The chlor-alkali industry is experiencing a recovery in profitability, driven by a tightening supply of glyphosate and glufosinate, leading to price increases [4][20] - The "anti-involution" policy is expected to be a key focus in 2025 and beyond, aiming to optimize the competitive landscape in the chemical industry [26] Summary by Sections Industry Trends - The chemical industry index outperformed the CSI 300 index by 1.1% this week, with 76.7% of the 545 tracked stocks showing weekly gains [17] - The average price of glyphosate increased to 26,399 CNY/ton, a rise of 0.37% from the previous week, while glufosinate also saw a price increase [21][22] Key Products Tracking - Urea and potassium chloride prices have risen, while phosphorite and phosphates remain stable [52] - The average price of urea reached 1,780 CNY/ton, up 0.62% from the previous week, driven by improved market sentiment [52][54] Recommended and Beneficiary Stocks - Recommended stocks include leading chemical companies such as Wanhua Chemical, Hualu Hengsheng, and Hengli Petrochemical [6][26] - Beneficiary stocks include companies like Jiangshan Co., Ltd. and Hebei New Chemical Materials [24][27]

Core Viewpoint - The CSI Chaoyang 88 Index has shown significant growth, with a 36.36% increase year-to-date, indicating strong market performance and investor interest [1][2]. Group 1: Index Performance - The CSI Chaoyang 88 Index experienced a decline of 0.34%, closing at 13,584.91 points with a trading volume of 79.997 billion yuan [1]. - Over the past month, the index has risen by 11.76%, and over the last three months, it has increased by 20.93% [1]. Group 2: Index Composition - The index is composed of 88 securities selected based on analyst behavior, company earnings forecasts, and research report text mining, aiming for superior risk-return characteristics [1]. - The top ten weighted stocks in the index include Ningbo Yunsen (1.39%), China Shipbuilding (1.26%), and Taotao Automotive (1.24%) among others [1]. Group 3: Market and Sector Allocation - The index's holdings are primarily from the Shanghai Stock Exchange (58.19%), followed by the Shenzhen Stock Exchange (40.70%) and the Beijing Stock Exchange (1.12%) [2]. - Sector allocations include Industrial (23.80%), Information Technology (21.41%), and Materials (17.66%), with smaller allocations in Consumer Discretionary (12.50%) and Healthcare (4.43%) [2]. Group 4: Sample Adjustment - The index samples are adjusted quarterly, with adjustments occurring on the sixth trading day of February, May, August, and November [2]. - In special circumstances, the index may undergo temporary adjustments, and companies that are delisted or undergo significant corporate changes will be removed or adjusted accordingly [2].

Group 1 - The core point of the article is that Limin Co., Ltd. has announced a price increase for its product, Mancozeb, due to rising production costs driven by high temperatures and tight raw material supply [1] - The price increase will take effect from August 6, with a 5% rise in the prices of Mancozeb raw materials and related formulations [1]

股票代码：002734 股票简称：利民股份 公告编号：2025-066 债券代码：128144 债券简称：利民转债 利民控股集团股份有限公司 关于利民转债预计触发赎回条件的提示性公告 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： 自 2025 年 7 月 24 日至 2025 年 8 月 5 日，利民控股集团股份有限公司（以下 简称"公司"）股票已有 9 个交易日的收盘价不低于 "利民转债"当期转股价格（即 赎回条款。根据《公司公开发行可转换公司债券募集说明书》（以下简称《募集说 明书》）中有条件赎回条款的相关规定，届时公司董事会有权决定是否按照债券面 值加当期应计利息的价格赎回全部或部分未转股的"利民转债"。敬请广大投资者 详细了解可转换公司债券相关规定，并及时关注公司后续公告，注意投资风险。 一、可转换公司债券上市发行概况 （一）可转债发行情况 经中国证券监督管理委员会《关于核准利民控股集团股份有限公司公开发行可 转换公司债券的批复》（证监许可［2020］3390 号）的核准，公司向社会公开发行 面值总额为人民币 980,000,000.00 ...