公司将根据相关规定，对控股股东本次可交换债券的后续进展及时履行信息 披露义务。 证券代码：301069 证券简称：凯盛新材 公告编号：2026-019 山东凯盛新材料股份有限公司 关于控股股东非公开发行可交换公司债券发行完成的提示性公告 本公司及董事会全体成员保证公告内容真实、准确和完整，并对公告中的 虚假记载、误导性陈述或者重大遗漏承担责任。 山东凯盛新材料股份有限公司（以下简称"公司"或"本公司"）于 2025 年 12 月 23 日在巨潮资讯网（http://www.cninfo.com.cn）等指定信息披露媒体 上发布了《关于公司控股股东拟发行可交换公司债券的公告》：控股股东华邦生 命健康股份有限公司（以下简称"华邦健康"）拟以其直接持有本公司的部分 A 股股票为标的非公开发行可交换公司债券。 2026 年 3 月 6 日，华邦健康获得深圳证券交易所出具的《关于华邦生命健 康股份有限公司非公开发行科技创新可交换公司债券符合深交所挂牌条件的无 异议函》（深证函〔2026〕234 号），拟非公开发行可交换公司债券期限为 3 年， 拟募集资金规模不超过人民币 10 亿元。 近日，公司收到控股股东华邦健康通知 ...

山东凯盛新材料股份有限公司 关于控股股东拟非公开发行可交换公司债券办理部分股份 担保及信托登记的公告 证券代码：301069 证券简称：凯盛新材 公告编号：2026-018 情况如下： 本公司及董事会全体成员保证公告内容真实、准确和完整，并对公告 中的虚假记载、误导性陈述或者重大遗漏承担责任。 山东凯盛新材料股份有限公司（以下简称"公司"或"本公司"）于 2025 年 12 月 23 日在巨潮资讯网（http://www.cninfo.com.cn）等指定信息披露媒体上 发布了《关于公司控股股东拟发行可交换公司债券的公告》：控股股东华邦生命 健康股份有限公司（以下简称"华邦健康"）拟以其直接持有本公司的部分 A 股 股票为标的非公开发行可交换公司债券。 2026 年 3 月 6 日，华邦健康获得深圳证券交易所出具的《关于华邦生命健 康股份有限公司非公开发行科技创新可交换公司债券符合深交所挂牌条件的无 异议函》（深证函〔2026〕234 号），拟非公开发行可交换公司债券期限为 3 年， 拟募集资金规模不超过人民币 10 亿元。 2026 年 3 月 12 日，公司接到华邦健康通知："华邦生命健康股份有限公司 2 ...

证券代码：301069 证券简称：凯盛新材 公告编号：2026-017 2026 年 3 月 12 日，公司接到华邦健康通知："华邦生命健康股份有限公司 2026 年面向专业投资者非公开发行科技创新可交换公司债券"（债券简称为 "26 华邦 EB"，以下简称"本期债券"）将采用股票担保形式，即华邦健康将 以其持有的本公司部分股票作为担保并办理担保及信托登记，以保障本期债券 持有人交换本公司股票和本期债券本息按照约定如期足额兑付。根据《中国结 算深圳分公司债券登记结算业务指南》： 1、华邦健康与本期可交换债券受托管理人华泰联合证券有限责任公司（以 下简称"华泰联合证券"）签署了《华邦生命健康股份有限公司与华泰联合证券 有限公司关于华邦生命健康股份有限公司 2026 年面向专业投资者非公开发行科 技创新可交换公司债券之担保及信托合同》，双方约定预备用于交换的本公司部 分 A 股股票（以下简称"标的股票"）及其孳息为担保及信托财产。 2、华邦健康与华泰联合证券已在中国证券登记结算有限责任公司深圳分公 司开立了可交换公司债券担保及信托专用证券账户（以下简称"担保及信托专 户"），账户名为"华邦健康-华泰联合证券-26 ...

Investment Rating - The report maintains a "Recommended" rating for the chemical industry [1][28]. Core Insights - The global chemical industry is entering a significant upward cycle driven by anti-involution and AI demand, with China's leading companies benefiting from solid cost and efficiency advantages. The industry is expected to see a substantial increase in free cash flow as capacity expansion slows, transforming companies from cash-consuming entities to cash-generating ones. The upcoming peak season for chemicals is anticipated to enhance profitability, making it crucial to focus on demand, value, and supply dynamics for investment opportunities [3][28]. Summary by Sections Recent Trends - As of March 5, 2026, the Guohai Chemical Prosperity Index stands at 99.35, reflecting a 5.16 increase from February 26, 2026 [1]. Performance Metrics - The basic chemical sector has shown a performance increase of 7.4% over the past month, 23.6% over the past three months, and 50.8% over the past year [4]. Investment Opportunities 1. **Value-Driven Opportunities**: Potential for increased dividend yields in sectors such as coal chemicals (e.g., Hualu Hengsheng, Luxi Chemical), oil refining (e.g., Hengli Petrochemical, Sinopec), pesticides (e.g., Yangnong Chemical), and potassium fertilizers (e.g., Salt Lake Industry) [3]. 2. **Supply-Driven Opportunities**: Focus on domestic anti-involution policies and European capacity exits, with key players including PTA/Polyester (e.g., Xinfengming, Tongkun), glyphosate and organosilicon (e.g., Xingfa Group), and industrial silicon (e.g., Hoshine Silicon) [6]. 3. **Demand-Driven Opportunities**: Highlighting sectors benefiting from large-scale opportunities, including gas turbines (e.g., Zhenhua Group), refrigerants (e.g., Juhua), and energy storage (e.g., Chuanheng) [6]. Key Companies and Earnings Forecasts - The report tracks several key companies with their respective earnings per share (EPS) forecasts for 2024 to 2026, indicating a positive outlook for many, including Dongfang Shenghong, Hubei Yihua, and Wanhua Chemical [29]. Market Observations - The report notes that geopolitical tensions, particularly in the Middle East, are likely to drive oil prices higher, benefiting companies like China National Petroleum and CNOOC, while also increasing costs for petrochemical products [9][13]. Price Trends - Recent price increases have been observed in various chemical products, including MDI and TDI, with significant upward movements in raw material costs due to geopolitical events [14][18]. Conclusion - The chemical industry is positioned for a favorable outlook, driven by structural changes in supply and demand dynamics, with a focus on companies that can leverage these trends for growth and profitability [28].

Report Summary 1. Industry Investment Rating No industry investment rating information is provided in the report. 2. Core View The report regularly tracks the latest private exchangeable bond (private EB) projects from public channels, providing basic element tracking for private exchangeable bond projects. It emphasizes that the private issuance terms and processes may change, and the final prospectus should be referred to. For the issuance progress, inquiries should be made with the relevant lead underwriters [1]. 3. Weekly New Project Information - **HuaBang Life Science Co., Ltd.**: In 2026, the project of privately issuing science - and - technology innovation exchangeable corporate bonds to professional investors was approved by the exchange. The proposed issuance scale is 1 billion yuan, the underlying stock is Kaisheng New Materials (301069.SZ), the lead underwriters are Huatai United and Southwest Securities, and the exchange update date is March 3, 2026 [1]. - **Liaoning Chengda Co., Ltd.**: In 2026, the project of privately issuing exchangeable corporate bonds to professional investors was accepted by the exchange. The proposed issuance scale is 4 billion yuan, the underlying stock is GF Securities (000776.SZ), the lead underwriter is CITIC Construction Securities, and the exchange update date is March 4, 2026 [1]. 4. Table of Private EB Weekly Tracking (2026 - 3 - 6) The table lists information on multiple private exchangeable bond projects, including bond names, lead underwriters, scales, underlying stocks, project statuses, and update dates. Projects are in different statuses such as "Passed", "Feedback Received", and "Accepted" [3].

Major Announcements - Farsen announced that it does not engage in "special optical fibers," "fiber sensing," or related businesses, and may apply for a trading suspension if stock prices continue to rise [1] - COSCO Shipping has suspended new bookings for related routes due to escalating conflicts in the Middle East, affecting several countries [2] Financial Performance - Muxi Co. expects a net loss of 90.76 million to 182 million yuan in Q1 2026, but revenue is projected to grow by 24.84% to 87.26% year-on-year [3] - Shanghai Electric received approval for two offshore wind power projects, which will enhance its green transition and increase clean energy share [4] - Xiamen Tungsten's revenue for January-February 2026 is expected to grow by 60% to 110% year-on-year, driven by rising raw material prices and increased sales [8] - Qiangyi Co. reported a 157.9% year-on-year increase in revenue for January-February 2026, attributed to strong demand in AI computing and the semiconductor industry [9] - Aerospace Intelligence reported a net profit of 881 million yuan for 2025, a year-on-year increase of 11.24% [10] - Yutong Bus sold 1,806 units in February 2026, a 14.96% increase year-on-year [11] Corporate Actions - China National Offshore Oil Corporation has cumulatively increased its stake in the company by 402.79 million yuan [16] - Huayuan Bio announced a temporary shutdown of its cholesterol production line for maintenance, expected to last no more than 45 days [7] - Zhi Gong Technology's shareholder plans to reduce its stake by up to 1.35% due to funding needs [14]

证券代码：301069 证券简称：凯盛新材 公告编号：2026-016 山东凯盛新材料股份有限公司 关于持股5%以上股东减持股份的预披露公告 公司持股 5%以上股东淄博凯盛投资管理中心（有限合伙）保证向本公司提 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公告内容与信息披露义务人提供的信息一致。 山东凯盛新材料股份有限公司（以下简称"公司"或"本公司"）于近日收 到持股 5%以上股东淄博凯盛投资管理中心（有限合伙）（以下简称"凯盛投资"） 出具的《股份减持计划告知函》，现将有关情况公告如下： | 股东名称 | 持股数量（股） | 持股比例 | | --- | --- | --- | | 凯盛投资 | 28,571,200 | 6.30% | 二、本次减持计划的主要内容 （一）减持情况 1、拟减持原因：股东自身资金需求。 2、减持股份来源：公司首次公开发行股票前已持有的股份。 3、拟减持股份数量、减持方式与占公司总股本的比例： | 股东名称 | 减持方式 | 拟减持股份数量 | 占公司总股本 | | --- | --- | --- | --- | | | | （ ...

Investment Rating - The report maintains a "Recommended" rating for the chemical industry [1] Core Insights - The report highlights the solid cost and efficiency advantages of leading Chinese chemical companies, which are entering a long-term upward performance phase. The recovery in demand is expected to sustain the improvement in the performance of supply-constrained sectors. The carbon emission control measures are likely to lead to a re-evaluation of the Chinese chemical industry, with capacity expansion slowing down significantly. This is expected to enhance free cash flow and potential dividend yields for companies, transforming them from cash-consuming entities to cash-generating ones. The report emphasizes the importance of demand, value, and supply in identifying investment opportunities [2][29] Summary by Sections Recent Trends - As of February 26, 2026, the Guohai Chemical Prosperity Index stands at 94.19, reflecting a slight increase of 0.22 from February 19, 2026 [1] Performance Analysis - The basic chemical sector has shown a performance increase of 6.0% over the past month, 26.1% over the past three months, and 52.2% over the past year, significantly outperforming the CSI 300 index [4] Investment Opportunities - **Value-Driven Opportunities**: Companies such as Hualu Hengsheng, Luxi Chemical, and Baofeng Energy are highlighted for their potential dividend rate increases [2] - **Supply-Driven Opportunities**: Companies like Xin Fengming and Tongkun Co. are noted for benefiting from domestic supply constraints and European capacity exits [6] - **Demand-Driven Opportunities**: The report identifies companies in sectors such as gas turbines, refrigerants, and energy storage as key beneficiaries of growing demand [6][7] Key Companies and Earnings Forecast - The report provides a detailed earnings forecast for various companies, indicating a positive outlook for firms like Dongfang Shenghong, Hubei Yihua, and Baofeng Energy, with expected earnings per share (EPS) growth in the coming years [30] Market Dynamics - The report discusses the impact of geopolitical tensions on oil prices, which are expected to rise, benefiting companies like China Petroleum and China National Offshore Oil Corporation. It also notes potential supply shortages in methanol and urea due to disruptions in Iranian production [10][11] Price Trends - Recent price movements include a significant increase in battery-grade lithium carbonate prices, which rose by 19.18% week-on-week, driven by supply constraints and demand recovery [14] Conclusion - The report concludes that the chemical industry is entering a favorable cycle, driven by supply-side constraints and increasing demand, making it an attractive investment area [29]

Group 1 - The core point of the article is that Kaisheng New Materials (301069) reported a total of 44,768 shareholders as of February 13, 2026 [1]

Core Viewpoint - Kaisheng New Materials (301069.SZ) is a leading domestic producer of PEKK, with products widely used in various fields including general materials, coatings, new energy vehicles, and military aerospace [1] Group 1: Product Applications - The company's PEKK products are applied in general materials, coatings, new energy vehicles, and military aerospace [1] - The company is actively expanding into emerging markets such as electronic information (semiconductors), rehabilitation medical devices, and robotics [1] Group 2: Production Capacity - The current production capacity of the company's PEKK products is 1,000 tons per year, which is sufficient to meet market demand [1]