Group 1 - The core viewpoint of the article is that 隆华新材 is focusing on the high polymer new materials sector, implementing a dual-driven strategy to capitalize on opportunities in the high-end, intelligent, and green development of the new materials industry [1] Group 2 - The company emphasizes its commitment to strengthening its foundation with polyether materials while exploring new avenues with nylon [1]

证券日报网讯1月29日，隆华新材（301149）在互动平台回答投资者提问时表示，公司CASE用聚醚可 用于制备微电子封装点胶，端氨基聚醚产品可用于电子封口胶固化剂、电子灌封料固化剂、电子包封料 固化剂。尼龙工程塑料切片可应用于高端电器工程、汽车工业、电子电气连接器等。公司产品至下游终 端产品之间尚存在较多加工制造环节，具体使用场景由下游客户根据自身需求确定。 ...

Group 1 - COFCO Technology announced that it recently received a government cash compensation totaling 30 million yuan [1] - Dazhu CNC announced that on January 29, it published its H-share prospectus on the Hong Kong Stock Exchange, with a base offering of 50.4518 million shares and a maximum offering of 58.0195 million shares if the over-allotment option is fully exercised [1] - The maximum price for the H-share issuance is set at 95.8 HKD per share, with the public offering starting on January 29 and expected to end on February 3, with the issuance price to be announced by February 5 [1] Group 2 - Longhua New Materials announced that its project for an annual production of 200,000 tons of environmentally friendly polyether products has obtained project filing [1] - Dazhong Mining's wholly-owned subsidiary, Dazhong New Energy, submitted an ecological restoration plan for the Gada Lithium Mine, which has recently passed expert review by the Ministry of Natural Resources [1] - The approval of the ecological restoration plan is a key step for the company in advancing its mining rights application for the Gada Lithium Mine in Sichuan, with plans to apply for a mining license soon [1]

Group 1 - COFCO Technology received a government compensation payment totaling 30 million yuan [1] - Dazhu CNC published its H-share prospectus on the Hong Kong Stock Exchange, with a base offering of 50.4518 million shares and a maximum of 58.0195 million shares if the over-allotment option is fully exercised. The maximum price per share is set at 95.8 HKD, with the public offering starting on January 29 and expected to end on February 3, with the final price announcement anticipated by February 5 [1] - Longhua New Materials has obtained project filing for a construction project with an annual production capacity of 200,000 tons of environmentally friendly polyether series products [1]

格隆汇1月29日丨隆华新材(301149.SZ)公布，公司于2026 年1 月27 日取得高青县行政审批服务局出具的 项目备案。 项目备案基本情况 项目名称：山东隆华新材料股份有限公司年产 20 万吨环保型聚醚系列产品建设项目 项目法人：张萍 项目开工时间：2026 年 项目竣工时间：2028 年 项目代码：2601-370322-89-01-319875 项目建设地址：高青县 建设性质：新建 建设规模及内容：本项目建设地点在山东省淄博市高青县高城镇支脉河路289号(化工产业园院内)，租 赁山东隆华高分子材料股份有限公司100 亩土地。项目由生产车间、原料罐区、成品罐区、装卸车区、 立体库、灌装站以及公用工程等组成，共购置反应釜、循环泵等国产设备 590 余台(套)，形成年产 281400 吨的生产能力，其中硬泡聚醚多元醇 161400 吨，环保型组合聚醚多元醇12 万吨。产品去向：自 用硬泡聚醚多元醇 81400 吨，出售硬泡聚醚多元醇 8 万吨和环保型组合聚醚多元醇 12 万吨。 项目总投资：60,000 万元，资金来源为自有或自筹资金，后续如需改变资金来源，需根据规定履行相应 审批程序。 ...

证券代码：301149 证券简称：隆华新材 公告编号：2026-004 山东隆华新材料股份有限公司 关于取得项目备案的公告 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，并对其内容的真实性、准确性和完整性承担个别及连 带责任。 山东隆华新材料股份有限公司（以下简称"公司"）于 2026 年 1 月 27 日取得 高青县行政审批服务局出具的项目备案。具体内容如下： 一、项目备案基本情况 项目名称：山东隆华新材料股份有限公司年产 20 万吨环保型聚醚系列产品建设 项目 项目法人：张萍 项目代码：2601-370322-89-01-319875 项目建设地址：高青县 建设性质：新建 建设规模及内容：本项目建设地点在山东省淄博市高青县高城镇支脉河路 289 号（化工产业园院内），租赁山东隆华高分子材料股份有限公司 100 亩土地。项目 由生产车间、原料罐区、成品罐区、装卸车区、立体库、灌装站以及公用工程等组 成，共购置反应釜、循环泵等国产设备 590 余台（套），形成年产 281400 吨的生产 能力，其中硬泡聚醚多元醇 161400 吨，环保型组合聚醚多元醇 12 ...

Industry Investment Rating - The industry investment rating is maintained at "Outperform" [2] Core Insights - The basic chemical industry index closed at 4971.22 points, up 7.29% from the previous week, outperforming the CSI 300 index by 7.91% [16][19] - Among 24 sub-industries, 23 saw price increases, with the leading sectors being other chemical raw materials, textile chemical products, chlor-alkali, coal chemical, and viscose, with weekly increases of 12.94%, 12.92%, 10.93%, 10.50%, and 10.21% respectively [19][21] - The report highlights China's commitment to implementing a dual control system for carbon emissions, aiming for peak carbon emissions before 2030 and carbon neutrality by 2060 [6] Weekly Chemical Market Overview - The basic chemical industry index rose to 4971.22 points, marking a 7.29% increase compared to the previous week, and outperformed the CSI 300 index by 7.91% [16][19] - The report tracked 380 chemical products, with 114 showing price increases and 54 showing decreases [23] - The top ten products with the highest price increases included solid methionine, NYMEX natural gas, and battery-grade lithium carbonate, with increases ranging from 7% to 128% [25] Key Chemical Sub-Industry Tracking Polyester Filament Yarn - The market price for polyester filament yarn increased, with POY averaging 6710 CNY/ton, FDY at 6950 CNY/ton, and DTY at 7850 CNY/ton [27] - The average industry operating rate for polyester filament yarn was approximately 85.27% [28] - The average processing margin for POY was 1189.33 CNY/ton, indicating a profit increase compared to the previous week [29][30] Tire Industry - The operating rate for the all-steel tire industry was 62.53%, while the semi-steel tire industry saw an increase to 73.84% [41] - The average price of styrene-butadiene rubber decreased by 1.53% to 12096.25 CNY/ton [43] - The report noted a decline in export volumes for major tire companies in Southeast Asia [41][42] Refrigerants - The domestic refrigerant R22 market remained stable, with prices holding steady compared to the previous week [49] - Mainstream companies quoted R22 at 15500-18000 CNY/ton, with no significant willingness to lower prices [50]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | --- | | 301149 | 隆华新材 | 13.80 | 20.00% | | 64.93万 | | 8.61亿 | | 301617 | 博苑股份 | 89.92 | 12.43% | | 4.24万 | | 3.67亿 | | 603051 | 鹿山新材 | 27.57 | 10.02% | | 20.33万 | | 5.46亿 | | 605016 | 百龙创园 | 24.73 | 10.01% | | 18.32万 | | 4.43亿 | | 002810 | 山东赫达 | 18.59 | 10.00% | | 30.00万 | | 5.40亿 | | 000565 | 渝三峡A | 8.80 | 10.00% | | 56.51万 | | 4.79亿 | | 300758 | 七彩化学 | 19.65 | 9.41% | | 97.89万 | | 19.22亿 | | 603285 | 键邦股份 | 32.30 | ...

截至9月30日，隆华新材股东户数1.89万，较上期减少3.60%；人均流通股13834股，较上期增加3.72%。 2025年1月-9月，隆华新材实现营业收入44.55亿元，同比增长2.93%；归母净利润1.00亿元，同比减少 26.60%。 分红方面，隆华新材A股上市后累计派现2.45亿元。近三年，累计派现2.02亿元。 融资方面，隆华新材当日融资买入1341.73万元。当前融资余额1.81亿元，占流通市值的3.65%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，隆华新材1月22日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量2.90万股，融券余额33.35万元，超过近一年90%分位水平，处于高位。 资料显示，山东隆华新材料股份有限公司位于山东省淄博市高青县潍高路289号，成立日期2011年3月28 日，上市日期2021年11月10日，公司主营业务涉及聚醚系列产品的研发、生产与销售。主营业务收入构 成为：聚醚多元醇产品97.95%，其他(补充)1.87%，聚酰胺树脂0.19%。 1月22日，隆华新材涨0.88%，成交额9024.57万元。两融数据显示，当 ...

Core Viewpoint - The controlling shareholders of Shandong Longhua New Materials Co., Ltd. have announced a share reduction plan, intending to sell up to 12,900,000 shares, representing 3% of the company's total share capital, within three months following the announcement [1]. Group 1: Share Reduction Plan - The controlling shareholders, including Han Zhigang and his associates, plan to reduce their holdings through centralized bidding and block trading methods [1]. - The reduction is set to occur within three months after the announcement, starting from 15 trading days post-announcement [1]. Group 2: Shareholding Changes - On January 12-14, 2026, Han Ruize and Xue Anbin reduced their holdings by 3 million shares and 5.6 million shares, respectively, resulting in a total shareholding drop from 54.9958% to 52.9958% [2]. - Following the reductions, the total shares held by the controlling shareholders amount to 227,881,799 shares [2]. Group 3: Compliance and Impact - The share reduction complies with relevant laws and regulations, including the Securities Law of the People's Republic of China and the Shenzhen Stock Exchange's rules [5][6]. - The reduction will not affect the company's control structure or its ongoing operations [6].