| 证券代码：300121 | 证券简称：阳谷华泰 | 公告编号：2025-148 | | --- | --- | --- | | 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，拟向交通银行股份有限公司聊城分行营业部（以下简称"交通银行聊城分 行"）申请人民币 7,000 万元的综合授信额度，授信期间自 2025 年 12 月 26 日 至 2026 年 12 月 26 日。为了保证公司与交通银行聊城分行间合同的履行，公司 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，其中担保的最高本金余额为人民币柒仟万元整，并与交 通银行聊城分行签署《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。 2、统一社会信用代码：91370000168015871H 5、法定代表人：王 ...

（文章来源：证券日报） 证券日报网讯 12月29日，阳谷华泰在互动平台回答投资者提问时表示，根据中国结算提供的数据，截 至2025年12月19日，公司股东人数28383户。 ...

关于"阳谷转债"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。 | 证券代码：300121 | 证券简称：阳谷华泰 | 公告编号：2025-147 | | --- | --- | --- | | 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 特别提示： 山东阳谷华泰化工股份有限公司（以下简称"公司"）股票价格自 2025 年 12 月 15 日至 2025 年 12 月 25 日已有九个交易日的收盘价不低于"阳谷转债"当期转 股价格（即 9.28 元/股）的 130%（即 12.064 元/股）。如后续公司股票收盘价格继 续不低于当期转股价格的 130%，预计后续可能触发"阳谷转债"有条件赎回条款。 根据《山东阳谷华泰化工股份有限公司向不特定对象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"阳谷 转债"。 敬请广大投资者详细了解可转换公司债券（以下简称"可转债"）相关规 ...

从资金流向上来看，当日橡胶板块主力资金净流入3.7万元，游资资金净流出3301.64万元，散户资金净流 入3297.94万元。橡胶板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300731 | 科创新源 | 6122.40万 | 5.02% | -512.30万 | -0.42% | -5610.10万 | -4.60% | | 920098 科隆新材 | | 1597.18万 | 20.34% | 299.39万 | 3.81% | -66.39万 | -0.85% | | 920225 | 利通科技 | 916.16万 | 5.82% | 768.03万 | 4.88% | -71.59万 | -0.45% | | 920665 科强股份 | | 622.53万 | 5.04% | 54.68万 | 0.44% | -135.66万 | -1.10% | | 300121 阳谷华泰 ...

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证券日报网讯 12月15日，阳谷华泰在互动平台回答投资者提问时表示，公司将严格按照相关规定通过 指定信息披露媒体及时履行披露义务。 （文章来源：证券日报） ...

证券日报网讯12月15日，阳谷华泰（300121）在互动平台回答投资者提问时表示，截至2025年11月28 日，公司股东人数28983户。 ...

Core Insights - The chemical industry report indicates a mixed performance in chemical product prices, with 42 products increasing in price, 37 decreasing, and 21 remaining stable during the week of December 8-14 [1][2] - The report suggests focusing on undervalued leading companies, the impact of "anti-involution" on supply in related sub-industries, and the importance of self-sufficiency in electronic materials and certain new energy materials amid price increases [1][6] Industry Dynamics - In the week of December 8-14, 47% of tracked chemical products saw a month-on-month price increase, while 44% experienced a decrease, and 9% remained unchanged [2] - The top price increases were noted in nitric acid, sulfuric acid, raw salt, bisphenol A, and TDI, while the largest declines were in PVA, LLDPE, trichloroethylene, and NYMEX natural gas [2] Oil Market Overview - International oil prices fell, with WTI crude oil futures closing at $57.44 per barrel (down 2.45%) and Brent crude at $61.12 per barrel (down 2.19%) [3] - The U.S. oil production averaged 13.853 million barrels per day, an increase of 38,000 barrels from the previous week and 222,000 barrels from the same period last year [3] - U.S. oil demand rose to an average of 21.082 million barrels per day, with gasoline demand increasing to 8.456 million barrels per day [3] TDI Market Analysis - TDI prices increased to an average of 14,713 yuan/ton, up 2.49% week-on-week and 5.51% month-on-month [4] - TDI production decreased, with an overall operating rate of approximately 58.55%, and various factories experiencing operational issues [4] - Average costs for TDI were 11,819 yuan/ton, down 0.92% week-on-week, while average gross profit rose by 31.79% week-on-week [4] Methionine Market Analysis - Methionine prices decreased to an average of 17,900 yuan/ton, down 2.45% week-on-week and 9.14% month-on-month [5] - The production remained stable at 18,350 tons, with an operating rate of 89.42% [5] - The cost of methionine was 13,853.73 yuan/ton, with a gross profit margin of 23.67% [5] Valuation Metrics - As of December 12, the TTM price-to-earnings ratio for the SW basic chemical sector was 24.14, and the price-to-book ratio was 2.19 [6] - The SW oil and petrochemical sector had a TTM price-to-earnings ratio of 12.85 and a price-to-book ratio of 1.24 [6] Investment Recommendations - The report recommends focusing on undervalued leading companies, sectors benefiting from policy support, and emerging fields such as semiconductor materials and new energy materials [6] - Specific companies highlighted for investment include Wanhua Chemical, Hualu Hengsheng, and others [6][7]

Group 1 - The core viewpoint of the article is that Yanggu Huatai (300121.SZ) has indicated that its product pricing is determined based on raw material prices and market factors, with the price of insoluble sulfur having increased in line with rising raw material costs [1] Group 2 - The company has communicated this information through an investor interaction platform, highlighting its responsiveness to market conditions [1] - The increase in the price of insoluble sulfur reflects broader trends in raw material pricing, which may impact the company's overall cost structure and profitability [1]

Group 1 - The core issue raised by investors is the reliance on external sourcing of sulfur for the production of insoluble sulfur, which poses a risk of significant losses due to rising raw material prices and lagging product price adjustments [2] - The company has responded that its product pricing is determined based on raw material costs and market factors, indicating that the price of insoluble sulfur has been increased in line with the rise in raw material costs [2]