每经AI快讯，蓝晓科技（SZ 300487，收盘价：57.68元）10月22日晚间发布公告称，截至本公告日，田 晓军累计质押股数为659万股，占其所持股份比例为8.56%。 2025年1至6月份，蓝晓科技的营业收入构成为：吸附分离占比98.37%，其他业务占比1.63%。 （记者 曾健辉） 截至发稿，蓝晓科技市值为293亿元。 每经头条（nbdtoutiao）——展望"十五五"|专访贺铿：必须改变以往将资金过度集中于房屋建设和基础 设施建设的倾向，更加突出民生领域投入 ...

证券代码：300487 证券简称：蓝晓科技 公告编号：2025-058 债券代码：123195 债券简称：蓝晓转02 注：田晓军先生所质押限售股份性质为高管锁定股。 三、其他说明 西安蓝晓科技新材料股份有限公司（以下简称"公司"）接到公司持股 5%以 上股东田晓军先生的通知，田晓军先生于近日办理了其持有的部分股份质押展期 业务，现将有关情况公告如下： 注：田晓军先生质押限售股份为高管锁定股，本次股份质押展期不存在负担重大资产重组等业绩补偿 义务。 二、股东股份累计被质押情况 | | | | | | | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 持股 | 持股 | 累计质押 | 占其所 | 占公司 | 已质押股份限售 | | 未质押股份限售 | | | 名称 | 数量 （万股） | 比例 | 股份数量 （万股） | 持股份 比例 | 总股本 比例 | 和冻结数量 | 占已质押股份 比例 | 和冻结数量 | 占未质押股份 比例 | | | | | | | | （万股） | ...

（文章来源：证券日报） 证券日报网讯 10月21日晚间，蓝晓科技发布公告称，公司因实施2025年半年度权益分派，根据相关规 定，经向深圳证券交易所申请，公司可转换公司债券（债券代码：123195，债券简称：蓝晓转02）自 2025年10月14日至本次权益分派股权登记日（2025年10月22日）期间暂停转股。根据相关规定，"蓝晓 转02"将于本次权益分派股权登记日后的第一个交易日（即2025年10月23日）起恢复转股。 ...

3.暂停转股时间：2025 年 10 月 14 日至 2025 年 10 月 22 日 西安蓝晓科技新材料股份有限公司 关于"蓝晓转 02"恢复转股的提示性公告 本公司及全体董事会成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者遗漏。 特别提示： 1.债券代码：123195，债券简称：蓝晓转 02 2.转股期限：2023 年 10 月 23 日至 2029 年 4 月 16 日 | 证券代码：300487 | 证券简称：蓝晓科技 | 公告编号：2025-057 | | --- | --- | --- | | 债券代码：123195 | 债券简称：蓝晓转 02 | | 4.恢复转股时间：2025 年 10 月 23 日 西安蓝晓科技新材料股份有限公司（以下简称"公司"）因实施 2025 年半 年度权益分派，根据公司《创业板向不特定对象公开发行可转换公司债券募集说 明书》及《深圳证券交易所创业板上市公司自律监管指南第 1 号——业务办理》 等相关规定，经向深圳证券交易所申请，公司可转换公司债券（债券代码：123195， 债券简称：蓝晓转 02）自 2025 年 10 月 14 日至本次权益分 ...

Investment Rating - The report maintains an "Optimistic" rating for the chemical industry [3][4]. Core Insights - The report highlights a recovery opportunity at the bottom of the chemical cycle, particularly in the titanium dioxide sector, with major companies expanding globally and focusing on asset acquisitions [3][4]. - Global oil supply is expected to increase significantly, driven by non-OPEC production, while demand remains stable with a projected global GDP growth of 2.8% [4][5]. - The report emphasizes the importance of various chemical chains, including textiles, agriculture, and exports, as well as the potential for recovery in profitability for titanium dioxide due to easing trade tensions and improved overseas real estate conditions [3][4]. Summary by Sections Industry Dynamics - Oil supply is anticipated to rise, with OPEC+ expected to increase production, while demand is stable but may slow due to tariffs [4]. - Coal prices are expected to stabilize at a low level, and natural gas exports from the U.S. are likely to increase, reducing import costs [4]. Chemical Product Prices and Trends - The report notes that the PPI for all industrial products fell by 2.3% year-on-year in September, indicating a narrowing decline compared to August [5]. - Manufacturing PMI rose to 49.8%, suggesting a continued recovery in manufacturing activity [5]. Investment Analysis - The report suggests focusing on four key areas for investment: textiles, agriculture, export-related chemicals, and sectors benefiting from reduced competition [3]. - Specific companies to watch include Lu Xi Chemical, Tongkun Co., and Huafeng Chemical in the textile chain, and various firms in the agricultural sector such as Hualu Hengsheng and Baofeng Energy [3][4]. Key Company Valuations - The report provides a valuation table for key companies, indicating their market capitalization and projected earnings for the coming years [14].

Investment Rating - The report maintains an "Optimistic" rating for the chemical industry [3][4]. Core Insights - The report highlights the global expansion of major titanium dioxide manufacturers, emphasizing the opportunity for industry recovery from the bottom of the cycle. The acquisition of Venator UK's titanium dioxide assets and the establishment of subsidiaries in Malaysia and the UK are key developments [4][5]. - The macroeconomic outlook for the chemical sector indicates stable oil demand despite a slight slowdown due to tariffs, with global GDP growth projected at 2.8%. The report also notes that coal prices are stabilizing and natural gas export facilities in the U.S. are expected to accelerate [4][5]. - The report suggests investment strategies across various sectors, including textiles, agriculture, and chemicals, with a focus on companies benefiting from the "anti-involution" policies [4][5]. Summary by Sections Industry Dynamics - The report discusses the current macroeconomic conditions affecting the chemical industry, including oil supply and demand dynamics, with a forecast of increased production from non-OPEC sources and stable global oil demand [5][6]. - It notes that the PPI for industrial products decreased by 2.3% year-on-year in September, indicating a stabilization in prices due to improved supply-demand structures [6]. Investment Analysis - The report recommends a diversified investment approach focusing on sectors such as textiles, agriculture, and export-oriented chemicals, highlighting specific companies for potential investment [4][18]. - Key materials for growth are identified, including semiconductor materials and packaging materials, with specific companies mentioned for each category [4][18]. Price Movements - The report provides detailed price movements for various chemical products, including titanium dioxide, fertilizers, and pesticides, indicating a mixed outlook with some prices stabilizing while others show slight declines [11][14][20]. - It highlights the impact of external factors such as raw material costs and international trade dynamics on pricing trends within the chemical sector [11][14].

Group 1 - The core point of the announcement is that Bluestar Technology has declared a cash dividend distribution plan for the first half of 2025, proposing to distribute 1.8 RMB per 10 shares to all shareholders [1] - The dividend distribution is based on a total share capital of 507,115,589 shares, excluding repurchased shares [1] - The record date for the dividend is set for October 22, 2025, and the ex-dividend date is October 23, 2025 [1]

| 证券代码：300487 | 证券简称：蓝晓科技 | 公告编号：2025-055 | | --- | --- | --- | | 债券代码：123195 | 债券简称：蓝晓转 02 | | 西安蓝晓科技新材料股份有限公司 2025 年半年度权益分派实施公告 本公司及全体董事会成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者遗漏。 特别提示： 1.西安蓝晓科技新材料股份有限公司（以下简称"公司"）2025 年半年度权 益分派方案为：以公司现有总股本 507,665,589 股剔除回购专用证券账户中已回 购股份 550,000 股后的股本 507,115,589 股为基数，向全体股东每 10 股派发现金 股利人民币 1.8 元(含税)，不送红股，不以资本公积金转增股本。即公司 2025 年 半年度权益分派的股本基数为 507,115,589 股，实际现金分红总额为人民币 91,280,806.02 元（含税）。 4.本次实施分配方案距离股东大会审议通过的时间未超过两个月。 二、权益分派方案 2.因公司回购股份不参与分红，本次权益分派实施后，根据股票市值不变原 则，实施权益分派前后公司总股本 ...

| 证券代码：300487 | 证券简称：蓝晓科技 | 公告编号：2025-056 | | --- | --- | --- | | 债券代码：123195 | 债券简称：蓝晓转 02 | | 西安蓝晓科技新材料股份有限公司 关于"蓝晓转 02"转股价格调整的公告 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： 1.债券代码：123195，债券简称：蓝晓转 02 经中国证券监督管理委员会（以下简称"中国证监会"）《关于同意西安蓝 晓科技新材料股份有限公司向不特定对象发行可转换公司债券注册的批复》（证 监许可〔2023〕628 号）同意注册，西安蓝晓科技新材料股份有限公司（以下简 称"公司"）向不特定对象发行可转换公司债券（以下简称"可转债"）5,460,645 张，每张面值为人民币 100 元，发行总额为人民币 54,606.45 万元。公司可转债 于 2023 年 5 月 8 日起在深圳证券交易所挂牌交易，债券简称"蓝晓转 02"，债 券代码"123195"。 根据《西安蓝晓科技新材料股份有限公司创业板向不特定对象发行可转换公 司债券募集说明书》（ ...

Core Insights - Blue Sky Technology's stock increased by 5.01%, reaching 59.50 CNY per share, with a trading volume of 250 million CNY and a turnover rate of 1.41%, resulting in a total market capitalization of 30.206 billion CNY [1] Company Overview - Xi'an Blue Sky Technology New Materials Co., Ltd. was established on April 5, 2001, and went public on July 2, 2015. The company specializes in the research, production, and sales of adsorption separation materials, along with integrated flexible solutions surrounding these materials [1] - The revenue composition of the company includes: 80.71% from adsorption materials, 14.70% from system devices, 2.95% from technical services, and 1.63% from other sources [1] Fund Holdings - A fund under Galaxy Fund holds a significant position in Blue Sky Technology, with the Galaxy New Materials Stock Initiation A (020276) holding 11,600 shares, accounting for 4.97% of the fund's net value, making it the sixth-largest holding [2] - The Galaxy New Materials Stock Initiation A fund was established on December 27, 2023, with a latest scale of 11.2819 million CNY. It has achieved a year-to-date return of 30.98%, ranking 1424 out of 4220 in its category [2] Fund Manager Performance - The fund manager of Galaxy New Materials Stock Initiation A is Jin Ye, who has been in the position for 3 years and 286 days. The total asset size of the fund is 54.3398 million CNY, with the best return during his tenure being 60.53% and the worst being -1.51% [3]