内容概况：超纤革是科技进步与环保理念深度融合的成果，作为一种由超细纤维与聚氨酯树脂复合而成 的高性能合成皮革，其凭借独特性能与环保属性在皮革制品市场中逐步占据重要地位。超纤革起源于20 世纪70年代，彼时科研人员致力于开发一种能模拟天然皮革质感与外观的新型材料，历经多年研究最终 成功研制出直径极细、可仿生天然皮革微观结构的合成纤维，使合成皮革首次具备了接近真皮的触感与 外观。随着技术持续迭代，超纤革的生产工艺日益精细化与高效化，现代产品不仅在外观上与天然皮革 高度相似，其耐用性、抗拉伸性及耐磨性等物理性能也获得显著提升，标志着皮革行业向可持续材料转 型的重要突破。当前，超纤革已广泛应用于时尚、家居、工业等多个领域：在时尚产业中，其丰富的色 彩与纹理为鞋类、手袋及服装设计提供了多样化的创意载体；在家居与交通工具内饰领域，超纤革以其 美观性与功能性成为沙发、汽车座椅等产品的理想材料；此外，在医疗防护、航空航天及专业体育器材 等高端应用场景中，超纤革也发挥着日益重要的技术支撑作用。数据显示，中国超纤革行业市场规模从 2016年的111.4亿元增长至2025年的368.84亿元，年复合增长率为14.23%。随着我国对 ...

Core Viewpoint - The company, Tongda Co., Ltd. (300321), reported a decrease in stock price and provided an update on its investment in government bond reverse repos, indicating a strategic use of idle funds for investment purposes [1]. Group 1: Stock Performance - As of January 28, 2026, Tongda Co., Ltd. closed at 40.55 yuan, down 1.65% from the previous trading day [1]. - The stock opened at 41.4 yuan, reached a high of 41.43 yuan, and a low of 40.2 yuan, with a trading volume of 45.7826 million yuan and a turnover rate of 1.27% [1]. Group 2: Investment Announcement - The company announced the use of 60 million yuan of idle funds to purchase government bond reverse repos on December 29, 2025, with each transaction amounting to 30 million yuan [1]. - The annualized yield for these investments was 1.645%, with total earnings of 37,857.53 yuan and 37,857.51 yuan from the two transactions [1]. - As of the announcement date, the principal and earnings from the matured reverse repos have been fully recovered [1]. Group 3: Internal Management - The company has established internal management systems to oversee investments within authorized limits, with independent directors and the audit committee responsible for monitoring fund usage [1].

Core Viewpoint - The company, Tongda Co., announced the investment of 60 million yuan of idle funds into GC028 government bond reverse repos, yielding an annualized return of 1.645% [1] Group 1 - The investment was made in two tranches, with the total amount being 60 million yuan [1] - The maturity date for the investment is set for January 26, 2026, at which point the principal was fully recovered [1] - The total earnings from this investment amounted to 75,715.04 yuan [1]

证券代码：300321 证券简称：同大股份 公告编号：2026-002 山东同大海岛新材料股份有限公司 关于使用闲置自有资金购买国债逆回购的进展公告 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。 山东同大海岛新材料股份有限公司（以下简称"公司"）于 2025 年 9 月 26 日召开的第六届董事会第十三次会议、第六届监事会第十二次会议审议通过了 二、投资风险分析及风险控制措施 （一）投资风险 1、公司购买的国债逆回购产品受到国内外宏观经济运行、行业周期、汇率 和利率波动等多种因素影响，可能存在一定的投资风险。 2、国债逆回购投资业务在初始成交之时利率即已锁定，收益大小也已确定， 因此在逆回购到期日之间市场利率波动对已发生的交易没有影响。 （二）风险控制措施 1、公司将严格按照《深圳证券交易所上市公司自律监管指引第 2 号——创 业板上市公司规范运作》等有关规定进行国债逆回购。 2、公司已按照相关法律法规要求，建立健全内部管理制度，明确审批和执 行程序，在授权额度内合理开展国债逆回购，保证投资资金的安全和有效增值。 《关于使用闲置自有资金购买国债逆回购和理财产 ...

Group 1 - The company, Tongda Co., announced on an interactive platform that it will disclose the number of shareholders in its periodic reports [2]

Industry Investment Rating - The industry investment rating is "Outperform" and is maintained [2] Core Views - The basic chemical industry index closed at 4569.80 points, up 4.21% from last week, outperforming the CSI 300 index by 2.35% [17] - Among the 25 sub-industries in the chemical sector, all showed gains, with inorganic salts, modified plastics, synthetic resins, and chlor-alkali leading the way with weekly increases of 10.92%, 9.94%, 7.87%, and 7.60% respectively [18][19] - A total of 462 stocks in the chemical sector saw 400 stocks rise (87%) and 57 stocks fall (12%) during the week [21] Summary by Relevant Sections Weekly Chemical Market Overview - The basic chemical industry index rose to 4569.80 points, marking a 4.21% increase compared to the previous week, and outperformed the CSI 300 index by 2.35% [17] - The weekly performance of 25 sub-industries showed no declines, with significant gains in inorganic salts and modified plastics [18][19] Chemical Product Price Trends - Among 380 tracked chemical products, 89 saw price increases while 70 experienced declines [24] - The top ten products with the highest price increases included lithium manganate and lithium battery electrolytes, with increases ranging from 7% to 22% [25] - Conversely, the top ten products with the largest price declines included vitamin VD3 and lithium hexafluorophosphate, with declines ranging from 4% to 13% [26] Key Chemical Sub-Industry Tracking - The polyester filament market remained stable, with average prices for POY, FDY, and DTY showing slight declines [27] - The average industry operating rate for polyester filament was approximately 88.11%, with some facilities undergoing maintenance [28] - The average processing margin for polyester products indicated a slight improvement in profitability compared to the previous week [29] Tire Industry Insights - The operating rates for the full steel tire industry decreased to 55.50%, while the semi-steel tire industry dropped to 63.78% [38] - Export volumes from major tire companies in Southeast Asia showed significant year-on-year declines [39] - The average price of styrene-butadiene rubber increased by approximately 2.45% during the week [40] Refrigerant Market Overview - The R22 refrigerant market remained weak, with prices stabilizing at low levels due to cautious market sentiment [47] - In contrast, the R134a refrigerant market continued to rise, with major producers increasing prices amid tight supply conditions [48]

Market Overview - On January 7, the Shandong state-owned enterprise reform sector fell by 0.13% compared to the previous trading day, with Shida Shenghua leading the decline [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] Stock Performance - Notable gainers in the Shandong state-owned enterprise reform sector included: - Lixin Chuangtou (600783) with a closing price of 26.94, up 10.00% on a trading volume of 49,900 shares and a transaction value of 134 million [1] - Shandong Molong (002490) closed at 7.70, up 5.77% with a trading volume of 1.1299 million shares and a transaction value of 839 million [1] - Taihe New Materials (002254) closed at 11.71, up 4.46% with a trading volume of 612,500 shares and a transaction value of 707 million [1] Decliners - Key decliners included: - Shida Shenghua (603026) with a closing price of 76.09, down 4.05% and a trading volume of 143,400 shares [2] - Dongjie Intelligent (300486) closed at 18.71, down 3.61% with a trading volume of 210,600 shares [2] - Shandong Zhanggu (002598) closed at 9.15, down 2.76% with a trading volume of 256,500 shares [2] Capital Flow - The Shandong state-owned enterprise reform sector experienced a net outflow of 609 million from institutional investors, while retail investors saw a net inflow of 430 million [2] - The sector's capital flow indicates that institutional investors are withdrawing, while retail investors are increasing their positions [2] Individual Stock Capital Flow - Yanzhou Coal Mining (600188) had a net inflow of 213 million from institutional investors, but a net outflow of 141 million from retail investors [3] - Weichai Heavy Machinery (000880) saw a net inflow of 167 million from institutional investors, with a net outflow of 123 million from retail investors [3] - Lixin Chuangtou (600783) had a significant net inflow of 57.64 million from institutional investors, but retail investors withdrew 29.36 million [3]

证券代码：300321 证券简称：同大股份 公告编号：2026-001 山东同大海岛新材料股份有限公司 关于公司控股股东协议转让公司部分股份获得潍坊市财政局批复 暨控制权拟发生变更的进展公告 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、本次权益变动概述 山东同大海岛新材料股份有限公司（以下简称"公司"或"同大股份"）控 股股东潍坊市政金控股集团有限公司(以下简称"潍坊金控")经过公开征集和 综合评审，确定青岛卓岳铭梁新材料科技合伙企业(有限合伙)(以下简称"青岛 卓岳铭梁")为受让方。详见《关于公司控股股东拟通过公开征集受让方的方式 协议转让公司部分股份的提示性公告》（公告编号：2025-004）、《关于公司控 股股东拟通过公开征集受让方的方式协议转让公司部分股份获得潍坊市财政局 批复的公告》（公告编号：2025-006）、《关于公司控股股东拟通过公开征集受 让方的方式协议转让公司部分股份的公告》（公告编号：2025-007）、《关于公 司控股股东拟通过公开征集受让方的方式协议转让公司部分股份的进展公告》 （公告编号：2025-008）、《关于公司控股 ...

Core Viewpoint - The company, Tongda Co., Ltd. (300321), has experienced a decline in stock price, closing at 45.28 yuan, down 2.27% from the previous week, with a total market capitalization of 4.021 billion yuan as of December 31, 2025 [1]. Company Announcements - The company utilized 80 million yuan of idle funds to purchase government bond reverse repos on December 19, 2025, and has fully recovered the principal and interest upon maturity [2]. - On December 29, 2025, the company invested an additional 60 million yuan in GC028 government bond reverse repos with a 28-day term and an annualized yield of 1.645% [2]. - The reverse repo transactions were approved by the company's board and supervisory committee, ensuring that these activities do not impact the company's main business or financial status [2].

Core Viewpoint - The company, Shandong Tongda Island New Materials Co., Ltd., has engaged in financial activities using idle funds to invest in government bond reverse repos, indicating a strategy to optimize cash management while ensuring fund safety [1]. Financial Performance - As of December 30, 2025, the stock price of Tongda shares closed at 45.49 yuan, reflecting a 0.4% increase from the previous trading day, with a total market capitalization of 4.04 billion yuan [1]. - The stock opened at 45.18 yuan, reached a high of 46.41 yuan, and a low of 43.74 yuan, with a trading volume of 1.3 billion yuan and a turnover rate of 3.23% [1]. Investment Activities - The company announced the use of 80 million yuan of idle self-owned funds to purchase government bond reverse repos on December 19, 2025, with all principal and returns recovered upon maturity [1]. - On December 29, 2025, the company further utilized 60 million yuan of idle funds to invest in GC028 government bond reverse repos for a 28-day term, with an annualized yield of 1.645% [1]. - An internal management system has been established to ensure the safety of the funds involved in these transactions [1].