（文章来源：证券日报） 证券日报网讯 2月24日，阳谷华泰在互动平台回答投资者提问时表示，截至2026年2月10日，公司股东 人数31334户。 ...

Investment Rating - The report maintains a "Positive" rating for the chemical industry [4][3]. Core Insights - The macroeconomic outlook for the chemical industry indicates a stable increase in oil demand due to global economic recovery and tariff adjustments, with Brent crude oil expected to remain in the range of $60-75 per barrel [4][5]. - The report highlights a potential spring boom in the chemical sector, driven by the success of domestic robotics showcased during the Spring Festival and favorable export conditions following tariff reductions [4][3]. - Investment opportunities are identified in various chains, including textiles, agricultural chemicals, and overseas real estate, with specific companies recommended for investment [4][3]. Industry Dynamics - Oil supply is tightening due to OPEC+ production delays and peak shale oil output, while demand is stabilizing with improved global economic conditions [5]. - The chemical industry is at a cyclical turning point, with downstream operations gradually resuming post-holiday, indicating a positive demand outlook for the year [4][3]. - The report notes that the Producer Price Index (PPI) for industrial products decreased by 1.4% year-on-year in January, while the manufacturing PMI recorded 49.3, indicating some volatility in manufacturing activity [7][4]. Investment Analysis - The report suggests a diversified investment strategy focusing on four key areas: textiles, agricultural chemicals, export chains, and beneficiaries of "anti-involution" policies [4][3]. - Specific companies to watch include those in the textile chain like Lu Xi Chemical and Tongkun Co., and in the agricultural chain like Hualu Hengsheng and Baofeng Energy [4][3]. - The report emphasizes the importance of self-sufficiency in key materials, particularly in semiconductor and panel materials, recommending companies such as Yake Technology and Ruilian New Materials [4][3].

Group 1 - The company, Yanggu Huatai, announced a total external guarantee amount of RMB 32 million, which accounts for 0.91% of the latest audited net assets [2] - The company provided a guarantee of RMB 12 million to its wholly-owned subsidiary, Shandong Daierke New Materials Co., Ltd., and RMB 20 million to another wholly-owned subsidiary, Shandong Yanggu Huatai Import and Export Co., Ltd. [2] - There are no guarantees provided to entities outside the consolidated financial statements, and there are no overdue external guarantees [2]

| 证券代码：300121 | 证券简称：阳谷华泰 | 公告编号：2026-010 | | --- | --- | --- | | 债券代码：123211 | 债券简称：阳谷转债 | | 山东阳谷华泰化工股份有限公司 关于接受子公司担保的公告 4、住所：阳谷县清河西路399号 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。 一、担保情况概述 山东阳谷华泰化工股份有限公司（以下简称"阳谷华泰"或"公司"）因经 营需要，拟向北京银行股份有限公司聊城分行（以下简称"北京银行"）申请人 民币 10,000 万元的综合授信额度，授信期间为 36 个月。为了保证公司与北京银 行间合同的履行，公司的全资子公司山东戴瑞克新材料有限公司（以下简称"戴 瑞克"）将为上述综合授信额度提供连带责任保证，并与北京银行签署《最高额 保证合同》。 上述接受担保事项已经戴瑞克内部程序审议通过，无需提交公司董事会、股 东会审议。 二、被担保人基本情况 1、被担保人名称：山东阳谷华泰化工股份有限公司 2、统一社会信用代码：91370000168015871H 3、类型：其他股份有限公司（上市） ...

Group 1 - The core point of the article is that Yanggu Huatai has reported a total of 31,895 shareholders as of January 30, 2026 [2]

最新公告列表 截至2026年1月28日收盘，阳谷华泰（300121）报收于13.73元，较前一交易日上涨1.03%，最新总市值 为61.13亿元。该股当日开盘13.49元，最高13.8元，最低13.49元，成交额达1.24亿元，换手率为2.12%。 近日，阳谷华泰披露《关于接受子公司担保的公告》。公告显示，公司因经营需要，向招商银行股份有 限公司聊城分行申请人民币10,000万元的综合授信额度，授信期间为12个月；公司全资子公司山东戴瑞 克新材料有限公司为该授信提供连带责任保证，并签署《最高额不可撤销担保书》。担保金额最高本金 余额为人民币1亿元，担保范围包括授信本金、利息、罚息、实现债权的费用等。本次担保为子公司为 母公司提供的担保，不占用公司已审批的对外担保额度。截至公告日，公司对外担保总额为4,600万 元，占最近一期经审计净资产的1.31%，无逾期担保。 《关于接受子公司担保的公告》 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Core Viewpoint - Yanggu Huatai (300121) announced a total external guarantee amount of RMB 46 million, which accounts for 1.31% of the company's latest audited net assets [1] Group 1: External Guarantees - The company provided a total guarantee of RMB 26 million to its wholly-owned subsidiary Shandong Daierke New Materials Co., Ltd. [1] - The company also provided a guarantee of RMB 20 million to its wholly-owned subsidiary Shandong Yanggu Huatai Import and Export Co., Ltd. [1] - There are no guarantees provided to entities outside the consolidated financial statements, nor are there any overdue external guarantees [1]

Market Overview - The rubber sector experienced a slight decline of 0.04% on January 28, with Keqiang Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Stock Performance - Black Cat Co. (002068) saw a significant increase of 5.65%, closing at 9.72 with a trading volume of 599,300 shares and a turnover of 582 million yuan [1] - Other notable performers included Yongdong Co. (002753) with a 1.05% increase, closing at 7.70, and Yanggu Huatai (300121) with a 1.03% increase, closing at 13.73 [1] - Conversely, Keqiang Co. (920665) led the declines with a drop of 3.31%, closing at 14.60, alongside Zhen'an Technology (300767) which fell by 2.35% [2] Capital Flow - The rubber sector experienced a net outflow of 106 million yuan from institutional investors, while retail investors saw a net inflow of 16.39 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors showed some interest [2] Individual Stock Capital Flow - Black Cat Co. (002068) had a net inflow of 58.11 million yuan from institutional investors, but a net outflow from retail investors of 36.35 million yuan [3] - Yongdong Co. (002753) saw a net inflow of 7.16 million yuan from institutional investors, while retail investors had a net outflow of 10 million yuan [3] - Other stocks like Yanggu Huatai (300121) and Fengmao Co. (301459) also showed varied capital flows, reflecting differing investor sentiments across the sector [3]

Group 1 - The company announced that it has applied for a comprehensive credit limit of 100 million yuan from China Merchants Bank, with the credit period from January 27, 2026, to January 26, 2027 [1] - The wholly-owned subsidiary, Daierke, provides a joint liability guarantee for this credit limit and has signed an "Irrevocable Maximum Guarantee Agreement," which has been approved through Daierke's internal procedures [1] - As of the announcement date, the total external guarantees provided by the company amount to 46 million yuan, accounting for 1.31% of the most recent audited net assets, with no overdue external guarantees [1]

| 证券代码：300121 | 证券简称：阳谷华泰 | 公告编号：2026-009 | | --- | --- | --- | | 债券代码：123211 | 债券简称：阳谷转债 | | 山东阳谷华泰化工股份有限公司 关于接受子公司担保的公告 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。 一、担保情况概述 山东阳谷华泰化工股份有限公司（以下简称"阳谷华泰"或"公司"）因经 营需要，向招商银行股份有限公司聊城分行（以下简称"招商银行"）申请了人 民币 10,000 万元的综合授信额度，授信期间为 12 个月，即 2026 年 1 月 27 日起 到 2027 年 1 月 26 日止。为了保证公司与招商银行间合同的履行，公司的全资子 公司山东戴瑞克新材料有限公司（以下简称"戴瑞克"）将为上述综合授信额度 提供连带责任保证，并与招商银行签署了《最高额不可撤销担保书》。上述接受 担保事项已经戴瑞克内部程序审议通过，无需提交公司董事会、股东会审议。 二、被担保人基本情况 1、被担保人名称：山东阳谷华泰化工股份有限公司 2、统一社会信用代码：91370000168015 ...