同壁财经讯，企查查数据显示，根据《天津院2026-2027年山东地区高沸点芳烃溶剂油SA-1800等五种普 通化学品采购专有协议》，天津利安隆新材料股份有限公司于2026年1月29日公告中标中海油能源发展 股份有限公司采购项目，中标金额为105.77万元。 同壁财经小贴士： 利安隆（300596.SZ）2024年营业收入为56.87亿元，营业收入增长率为7.74%，归属母公司净利润为4.26 亿元，归属母公司净利润增长率为17.61%，净资产收益率为9.95%。 2025年上半年公司营业收入为29.95亿元，营业收入增长率为6.21%，归属母公司净利润为2.41亿元，归 属母公司净利润增长率为9.60%。 目前公司属于材料行业，主要产品类型为化学试剂，2024年报主营构成为光稳定剂:36.68%;抗氧化 剂:30.41%;润滑油添加剂:18.7%;U-PACK:10.79%;其他:3.03%;其他业务:0.32%;生命科学:0.06%。 同壁财经讯，企查查数据显示，根据《天津院2026-2027年山东地区高沸点芳烃溶剂油SA-1800等五种普 通化学品采购专有协议》，天津利安隆新材料股份有限公司于2026年1 ...

（文章来源：证券日报） 证券日报网讯 1月26日，利安隆发布公告称，公司控股股东天津利安隆科技集团有限公司解除质押226 万股，占其持股6.96%。 ...

证券代码：300596 证券简称：利安隆 公告编号：2026-004 天津利安隆新材料股份有限公司 关于控股股东部分股份解除质押的公告 控股股东天津利安隆科技集团有限公司保证向公司提供的信息内容真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。 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。 重要内容提示： | | | | | | | | | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | | 持股数量 （股） | 持股 比例 | 本次解除质 押前累计质 押股份数量 （股） | 本次解除质 押后累计质 押股份数量 （股） | 合计占 其所持 股份比 例 | 合计占 公司总 股本比 例 | 已 质 押 股 份 限 售 和 冻 结 数 量 | 占 已 质 押 股 份 比例 | 未 质 押 股 份 限 售 和 冻 结 数 量 | 占 未 质 押 股 份 比例 | | 利安隆集团 | | 32,46 ...

Investment Rating - The report maintains a strong rating for the chemical industry, indicating a positive outlook for the sector [5]. Core Insights - The chemical sector has shown resilience with the CITIC Basic Chemical Index rising by 5.73% and the Shenwan Chemical Index increasing by 7.29% this week [13][16]. - Key sub-industries such as soda ash, chlor-alkali, and dyeing chemicals have experienced significant price increases, with soda ash rising by 13.3% [16]. - The report highlights the competitive strength of domestic tire manufacturers and suggests focusing on companies like Sailun Tire and Linglong Tire as potential growth opportunities [4]. - The polyurethane project by Huide Technology, with an annual production capacity of 600,000 tons, has commenced, indicating strategic growth in the new materials sector [3]. - The report emphasizes the tightening supply-demand dynamics in the phosphate chemical sector due to environmental regulations and increasing demand from the new energy sector [4]. Summary by Sections Market Overview - The Shanghai Composite Index increased by 0.84%, while the ChiNext Index decreased by 0.34% [13]. - The overall performance of the chemical sector is positive, with notable gains in various sub-industries [16]. Key Sub-Industry Developments - **Polyurethane**: The price of pure MDI in East China is reported at 17,600 RMB/ton, showing a week-on-week decline of 1.12% [28]. - **Tires**: The operating load for all-steel tires in Shandong is at 62.70%, reflecting a year-on-year increase of 20.70% [49]. - **Fertilizers**: Urea prices are at 1,757.45 RMB/ton, with a week-on-week decrease of 0.4% [63]. - **Vitamins**: The price of Vitamin A is reported at 61.5 RMB/kg, down 1.6% week-on-week [79]. Investment Themes - **Tire Sector**: Domestic tire companies are positioned strongly, with a focus on growth stocks [4]. - **Consumer Electronics**: Recovery in demand is anticipated, benefiting upstream material companies [4]. - **Phosphate Chemicals**: Supply constraints due to environmental policies are expected to tighten the market [4]. - **Vitamin Supply**: Supply disruptions in Vitamin A and E are noted, creating potential investment opportunities [4].

二、 本次中期票据发行情况 公司于 2026 年 1 月 22 日发行了 2026 年度第一期两新科技创新债券，现将 发行结果公告如下： | 债券名称 | 天津利安隆新材料股份 26 利安隆 有限公司2026年度第一 债券简称 MTN001(科创债) | | --- | --- | | 债券代码 | 期两新科技创新债券 期限 年 102680279 3 | | 起息日 | 年 月 日 兑付日 年 月 日 2026 01 23 2029 01 23 | | 计划发行总额 （万元） | 实际发行总额 80,000.00 80,000.00 （万元） | | 发行利率 | 发行价格 2.1% 100.00 (百元面值） | | 簿记管理人 | 渤海银行股份有限公司 | | 主承销商 | 渤海银行股份有限公司 | | 联席承销商 | 兴业银行股份有限公司、中信银行股份有限公司、上海浦东发 | | | 展银行股份有限公司、招商银行股份有限公司、中国银行股份 | | | 有限公司、中国民生银行股份有限公司 | 证券代码：300596 证券简称：利安隆 公告编号：2026-003 天津利安隆新材料股份有限公司 关于 202 ...

Group 1 - The core viewpoint of the article highlights the establishment of a new R&D and production base by Tianjin Lianlong New Materials Co., Ltd. in Johor, Malaysia, with an investment of $300 million, focusing on anti-aging materials, lubricating materials, and bio-based materials [4][6] - The R&D center and the first phase of the project are expected to be operational by the first quarter of 2027, aiming to provide reliable and efficient solutions for global polymer material and lubricating oil customers [4][6] - A strategic cooperation framework agreement was signed between Lianlong and the specialty chemicals company, Lubrizol, to leverage their respective technological advantages in lubricant additive development and manufacturing [6][7] Group 2 - Lianlong is recognized as the only domestic and one of the two global companies offering a full range of anti-aging polymer materials and application technologies, with a comprehensive product line in lubricant additives [7] - In the first three quarters of 2025, Lianlong achieved a revenue of 4.509 billion yuan, representing a year-on-year growth of 5.7%, and a net profit attributable to shareholders of 392 million yuan, reflecting a 24.9% increase [7] - The article also discusses the upcoming "2026 Advanced Nylon Industry Innovation and Application Development Conference" scheduled for March 19-20, 2026, in Guangzhou, focusing on technology innovation and market development in the nylon industry [9][10] Group 3 - The conference aims to gather over 300 domestic and international nylon enterprises and industry experts to explore high-quality development paths for the industry [11] - It will feature more than 20 expert presentations and discussions on new trends, materials, and applications, as well as specialized activities for networking and collaboration [11][12] - The agenda includes sessions on terminal trends, nylon modification, and innovative material selection, addressing challenges and opportunities in various sectors such as automotive and electronics [14][15]

证券日报网讯 1月21日，利安隆发布公告称，公司与润英联（中国）有限公司签署了《战略框架协议》 （以下简称"本协议"）且于 2026 年 1 月 20 日正式生效。本协议是根据双方合作意愿，经友好协商达成 的战略性、框架性协议，后续合作的具体实施进度和产生的经营金额将以另行签订的合同、协议为准， 具体实施内容和进展尚存在不确定性。 （文章来源：证券日报） ...

Group 1: ETF Market - The total market size of ETFs has decreased to 5.93 trillion yuan, down from 6.24 trillion yuan [1] - The scale of the CSI A500 ETF has dropped below 300 billion yuan, currently at 285.98 billion yuan, with 8 out of 40 ETFs having a scale of over 10 billion yuan [1] Group 2: Investment Outlook - Bridgewater Associates remains optimistic about the Chinese stock market, projecting a 45% return for its onshore hedge fund in 2025, marking the best performance in five years [1] - The All Weather Plus fund of Bridgewater saw a 9.1% increase in Q4, with an annual return of 44.5%, compared to an 18% rise in the benchmark CSI 300 index [1] Group 3: Energy Storage Market - GGII forecasts that global household energy storage system shipments will reach approximately 35 GWh in 2025, representing a nearly 50% year-on-year growth [2] - The market concentration for household storage systems is significant, with Germany, the US, Australia, and Japan accounting for 57% of the total global installation [2] Group 4: Film Industry - China's film industry chain is projected to reach a value of 817.26 billion yuan in 2025, with a box office multiplier of approximately 1:15.77, ranking among the top globally [3] Group 5: Commercial Aerospace - In 2025, China's commercial aerospace sector is expected to complete 50 launches, accounting for 54% of the total national space launches, with 311 commercial satellites successfully placed into orbit [3] Group 6: Strategic Partnerships - Lianlong has signed a strategic framework agreement with Runyinglian to enhance the reliability and efficiency of the lubricating oil additive supply chain in China and the Asia-Pacific region [8] Group 7: Financial Performance Forecasts - Limin Co. anticipates a net profit of 465 million to 500 million yuan for 2025, representing a year-on-year increase of 471.55% to 514.57% [11] - Guanghui Energy expects a net profit of 1.32 billion to 1.47 billion yuan for 2025, indicating a decline of 50.03% to 55.13% year-on-year [12] - Jiajiayue forecasts a net profit of 198 million to 228 million yuan for 2025, reflecting a growth of 50.06% to 72.79% year-on-year [13] - Xianghe Industrial projects a net profit of 120 million to 148 million yuan for 2025, showing an increase of 59.17% to 96.31% year-on-year [14] - Baiao Intelligent expects a net profit of 90 million to 120 million yuan for 2025, indicating a growth of 228.34% to 337.79% year-on-year [15] - Hekang New Energy anticipates a net profit of 50 million to 75 million yuan for 2025, representing a year-on-year increase of 385.62% to 628.43% [16]

Core Viewpoint - Lianlong (300596) has signed a Strategic Framework Agreement with Runyanglian (China) Co., Ltd. to enhance the reliability and efficiency of the lubricant additive supply chain in China and the Asia-Pacific region [1] Group 1 - The collaboration aims to provide improved lubrication technology, products, and services for the lubricant industry [1] - Both companies will explore deeper and forward-looking technological and commercial cooperation opportunities [1] - The partnership is expected to support the rapid development of the lubricant industry in China and surrounding regions by offering superior lubrication solutions [1]

智通财经APP讯，利安隆(300596.SZ)公告，公司与润英联(中国)有限公司(简称"润英联")签署了《战略 框架协议》，双方将致力于提升中国及亚太地区润滑油添加剂供应链的可靠性和效率，为润滑油行业提 供更完善的润滑技术、产品和服务，并探索更深入和前瞻性的技术与商业合作机会，从而为中国及周边 地区润滑油行业的快速发展提供卓越的润滑解决方案。 ...