Group 1 - Meibang Technology focuses on the research and production of epoxy propane and downstream polyether polyols, benefiting from a clean production process and stable capacity, which enhances business profitability when epoxy propane prices rise [1][29] - Hongqiang Co., Ltd. produces concrete additives that utilize epoxy propane-derived polyether polyols, allowing for cost transfer to customers when prices rise, while also benefiting from the green building certification and infrastructure investment cycles [2][30] - Weiyuan Co., Ltd. has a large capacity for epoxy propane and integrates its production with other chemicals, which helps mitigate raw material price fluctuations and enhances profitability [3][31] Group 2 - Hongbaoli is a leading supplier of polyurethane insulation materials, with its core product being rigid polyether polyols, directly linked to epoxy propane prices, allowing for price adjustments through long-term agreements [4][32] - Yinuowei relies heavily on epoxy propane for its polyurethane products, maintaining stable relationships with downstream customers and benefiting from the rapid expansion of the new energy sector [5][33] - Yida Co., Ltd. has developed its own epoxy propane production technology and offers a range of solvents, benefiting from the green development policies and enhancing cost control through efficient procurement [6][34] Group 3 - Bohai Chemical leverages its location in the Beijing-Tianjin-Hebei petrochemical cluster to enhance its epoxy propane production, benefiting from regional supply advantages and low-carbon transformation initiatives [7][35] - China Chemical, as a state-owned enterprise, benefits from the rising demand for engineering services related to epoxy propane production, supported by its global project experience and technological capabilities [8][36] - Weixing Chemical has a complete C3 industrial chain layout, with significant cost advantages in epoxy propane production, and is actively expanding into new energy materials [9][36] Group 4 - Huaitai Co. integrates its chemical production with green paper-making concepts, enhancing profitability through the rising prices of epoxy propane while maintaining a focus on sustainable practices [10][38] - Kent Catalysts specializes in catalysts for epoxy propane production, benefiting from the industry's growth and focusing on high-end catalyst development for new energy applications [11][39] - Dongfang Shenghong has a vertically integrated "refining-polyester" chain, leveraging the high demand for epoxy propane to enhance profitability while expanding into photovoltaic materials [12][40]

Core Viewpoint - Global chemical giants such as BASF, Dow, and Huntsman are simultaneously raising prices across multiple regions including Europe, Asia, and the Middle East [4][6]. Group 1: Price Increases - Major chemical companies are implementing price hikes in response to market conditions [4][6]. - The price increases are observed in various regions, indicating a coordinated strategy among these global players [4][6]. Group 2: Policy Changes - The Ministry of Finance and the State Taxation Administration announced that starting from April 1, 2026, the export tax rebate for certain products, including PVC and its variants, will be canceled [4][6]. - The affected products include primary forms of pure PVC powder, unplasticized PVC, and plasticized PVC [4][6]. Group 3: Market Performance - The chemical sector has seen a continuous rise, with several stocks hitting the daily limit up, including Meibang Technology, Xinxiang Chemical Fiber, and Jiangtian Chemical [6]. - Other companies such as Yida Co., and Deer Chemical have experienced gains exceeding 10% [6].

证券代码：300721 证券简称: 怡达股份 公告编号：2026-001 关于控股子公司取得安全生产许可证的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 江苏怡达化学股份有限公司（以下简称"公司"）控股子公司泰兴怡达化学 有限公司（以下简称"泰兴怡达"）完成安全生产许可证的换发工作，并于近日 收到由江苏省应急管理厅核发的《安全生产许可证》，主要内容如下： 编 号：(苏)WH 安许证字[M00297] 企业名称：泰兴怡达化学有限公司 主要负责人：刘准 单位地址：泰兴经济开发区闸南路 38 号 江苏怡达化学股份有限公司 许可范围：过氧化氢溶液[含量>8%](180000 吨/年)、1,2-环氧丙烷(150000 吨 /年)*** 有 效 期：2026 年 1 月 16 日至 2029 年 1 月 15 日 该安全生产许可证的取得，确保泰兴怡达符合安全生产相关法律法规的要求， 保障了泰兴怡达的正常生产经营活动，对整个公司的发展具有积极意义。 特此公告。 江苏怡达化学股份有限公司董事会 2026 年 1 月 20 日 1 ...

Group 1 - The A-share market's chemical sector saw significant gains, with several companies hitting their daily price limits, indicating strong investor interest and market momentum [1] - Major global chemical companies such as BASF, Dow, and Huntsman have announced price increases across Europe, Asia, and the Middle East, which may influence local market dynamics and pricing strategies [1] Group 2 - Meibang Technology experienced a 29.94% increase in stock price, with a total market capitalization of 1.455 billion [2] - Jiangtian Chemical's stock rose by 19.99%, bringing its market value to 4.376 billion [2] - Other notable performers include Hongbai New Materials and Xinxiang Chemical Fiber, both achieving price increases of around 10% [2]

Group 1 - The A-share market's chemical sector saw significant gains, with multiple companies hitting their daily price limits, indicating strong investor interest and market momentum [1] - Major global chemical companies such as BASF, Dow, and Huntsman have announced price increases across Europe, Asia, and the Middle East, contributing to the bullish sentiment in the sector [1] Group 2 - Meibang Technology experienced a 29.94% increase, reaching a market capitalization of 1.455 billion [2] - Jiangtian Chemical rose by 19.99%, with a total market value of 4.376 billion [2] - Other notable performers include Dier Chemical (+11.10%), Yida Co. (+10.65%), and Hongbai New Materials (+10.08%), all contributing to the overall positive trend in the chemical sector [2]

Group 1 - The chemical sector experienced a significant rally in the afternoon, with multiple stocks hitting the daily limit up [1] - Companies such as Meibang Technology and Xinxiang Chemical Fiber reached their daily limit, indicating strong market interest [1] - Other companies like Jiangtian Chemical, Cangzhou Dahua, Hongqiang Co., Hongbaoli, and Zhongyida also saw their stocks hit the daily limit, reflecting a broad-based surge in the sector [1] Group 2 - Yida Co. and Deer Chemical both saw their stock prices increase by over 10%, further highlighting the positive momentum in the chemical industry [1]

Core Viewpoint - The company, Yida Co., Ltd. (300721.SZ), clarified its main products and confirmed that it does not engage in any business related to waste circuit boards [1] Group 1: Product Offerings - The main products of the company include alcohol ether and alcohol ether ester series products, wet electronic chemicals, propylene oxide, hydrogen peroxide, anthraquinone, tetrabutyl urea, activated alumina, and automotive brake fluid [1]

证券代码：300721 证券简称: 怡达股份 公告编号：2025-046 1、本次股东会无否决议案的情形。 2、本次股东会无涉及变更以往股东会已通过决议的情形。 一、会议召开和出席情况 1、会议召开情况 江苏怡达化学股份有限公司 2025 年第三次临时股东会决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 特别提示： 江苏怡达化学股份有限公司（以下简称"怡达股份"或"本公司"）于 2025 年 12 月 11 日在巨潮资讯网（http://www.cninfo.com.cn）披露了《关于召开 2025 年第三次临时股东会的通知》。 （1） 会议召开时间： 现场会议召开日期和时间：2025 年 12 月 26 日（星期五）14:00 。 网络投票日期和时间：2025 年 12 月 26 日。其中，通过深圳证券交易所交 易系统进行网络投票的时间为 2025 年 12 月 26 日上午 09:15-09:25，09:30-11:30， 下午 13:00-15:00；通过深圳证券交易所互联网系统投票的具体时间为 2025 年 12 月 26 日上午 9:15 ...

北京植德（上海）律师事务所 关于江苏怡达化学股份有限公司 2025 年第三次临时股东会的 法律意见书 植德沪(会)字[2025]0059 号 二〇二五年十二月 上海市徐汇区虹桥路 183 号徐家汇中心三期 A 座办公楼 27 层 邮编：200030 27th Floor Tower A, THREE itc, No.183 Hongqiao Road, Xuhui District, Shanghai 200030 P.R.C 电话(Tel)：021-52533500 传真(Fax)：021-52533599 www.meritsandtree.com 北京植德（上海）律师事务所 关于江苏怡达化学股份有限公司 2025年第三次临时股东会的 法律意见书 植德沪(会)字[2025]0059号 致：江苏怡达化学股份有限公司 北京植德（上海）律师事务所（以下简称"本所"）接受江苏怡达化学股份 有限公司（以下简称"公司"或"怡达股份"）的委托，指派律师出席并见证公 司2025年第三次临时股东会（以下简称"本次会议"）。 本所律师根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中 华人民共和国证券法》（以下简称 ...

证券代码：300721 证券简称: 怡达股份 公告编号：2025-043 江苏怡达化学股份有限公司 2026 年度为控股子公司办理银行授信及开展融资租赁业务 提供担保的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 江苏怡达化学股份有限公司（以下简称"怡达股份"、"公司"）于 2025 年 12 月 10 日召开了第五届董事会第八次会议，审议通过了《关于 2026 年度为 控股子公司办理银行授信及开展融资租赁业务提供担保的议案》，现将有关情况 公告如下： 一、担保情况概述 1、2026 年度为控股子公司办理银行授信提供担保事项 公司控股子公司泰兴怡达化学有限公司（以下简称"泰兴怡达"）拟向相关 银行申请总额不超过人民币 5 亿元的流动资金贷款，预计申请授信情况如下： | 序号 | 银行名称 | 金额 | | --- | --- | --- | | | | （万元） | | 1 | 上海浦东发展银行股份有限公司泰州分行 | 24,000 | | 2 | 中国建设银行股份有限公司泰兴支行 | 20,000 | | 3 | 江苏泰兴农村商业银行股份有限公司开发 ...