Investment Rating - The industry rating is "Recommended" [3] Core Views - Short-term raw material supply tightness is expected to support nickel prices, with LME nickel spot price reaching $18,630 per ton, up 5.70% from January 16 [1] - The cobalt market is anticipated to see continued price increases due to structural supply tightness, with electrolytic cobalt priced at 438,000 yuan per ton, down 3.74% from January 16 [2][5] - Domestic antimony supply remains tight, providing price support, with antimony ingot prices at 160,500 yuan per ton [6] - Lithium carbonate prices are expected to continue rising, with a market average of 171,100 yuan per ton, up 8.36% from January 16 [8][19] - Supply uncertainties in the rare earth market are expected to support prices, with significant global supply concentration in China [10][20] - Tin prices are supported by overseas supply uncertainties, with LME tin prices at $54,200 per ton, up 9.66% from January 16 [11][21] - Tungsten market supply-demand imbalance is notable, with white tungsten concentrate prices at 535,500 yuan per ton, up 5.93% from January 16 [13][22] - Uranium supply tightness is expected to persist, with global uranium prices at $63.51 per pound [14][15] Summary by Sections Nickel and Cobalt Industry Update - Nickel prices are supported by supply constraints, with Indonesia's nickel mining production quota expected to be reduced to 250-260 million tons [1][16] - Cobalt supply is projected to tighten further, with Congo's export quotas confirmed to extend into 2026 [2][17] Antimony Industry Update - Antimony supply remains tight, with domestic prices expected to rise due to export restrictions and seasonal supply issues [6][18] Lithium Industry Update - Lithium carbonate prices are expected to remain strong due to demand support and supply uncertainties, particularly regarding the recovery of key lithium mines [8][19] Rare Earth Industry Update - The rare earth market is facing supply tightening due to export bans and geopolitical factors, with China maintaining a dominant position [10][20] Tin Industry Update - Tin prices are supported by uncertainties in overseas supply, particularly from Myanmar and Congo [11][21] Tungsten Industry Update - The tungsten market is experiencing a supply-demand imbalance, with prices expected to rise due to limited new supply [13][22] Uranium Industry Update - Uranium prices are supported by ongoing supply tightness and geopolitical factors affecting production [14][15]

融资方面，联盛化学当日融资买入871.36万元。当前融资余额6808.72万元，占流通市值的1.96%，融资 余额超过近一年90%分位水平，处于高位。 分红方面，联盛化学A股上市后累计派现9752.40万元。近三年，累计派现7538.40万元。 融券方面，联盛化学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1.05万股，融券余额33.69万元，超过近一年90%分位水平，处于高位。 责任编辑：小浪快报 资料显示，浙江联盛化学股份有限公司位于浙江省台州市临海市台州湾经济技术开发区东海第三大道9 号，成立日期2007年10月19日，上市日期2022年4月19日，公司主营业务涉及医药中间体、农药中间 体、电子化学品及化工溶剂为主的精细化学品的研发、生产、销售及进出口贸易。主营业务收入构成 为：BDO产业链自产产品58.98%，非BDO产业链自产产品32.13%，贸易产品8.52%，其他0.38%。 1月22日，联盛化学跌1.14%，成交额8731.91万元。两融数据显示，当日联盛化学获融资买入额871.36 万元，融资偿还722.18万元，融资净买入149.17万 ...

证券日报网讯 1月19日，联盛化学发布公告称，公司于近日收到浙江省经济和信息化厅、浙江省财政 厅、国家税务总局浙江省税务局联合颁发的《高新技术企业证书》。本次认定系公司原高新技术企业证 书有效期满后进行的重新认定。根据相关规定，公司自本次通过高新技术企业认定后连续三年（即2025 年、2026年、2027年）可继续享受国家关于高新技术企业的相关税收优惠政策，即按照15%的税率缴纳 企业所得税。 （文章来源：证券日报） ...

格隆汇1月19日丨联盛化学(301212.SZ)公布，公司于近日收到浙江省经济和信息化厅、浙江省财政厅、 国家税务总局浙江省税务局联合颁发的《高新技术企业证书》，本次认定系公司原高新技术企业证书有 效期满后进行的重新认定。 ...

证券代码：301212 证券简称：联盛化学 公告编号：2026-001 浙江联盛化学股份有限公司 关于公司通过高新技术企业重新认定的公告 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。 一、基本信息 浙江联盛化学股份有限公司（以下简称"公司"）于近日收到浙江省经济和信 息化厅、浙江省财政厅、国家税务总局浙江省税务局联合颁发的《高新技术企业证 书》，具体信息如下： 有效期：三年 二、对公司经营的影响 本次认定系公司原高新技术企业证书有效期满后进行的重新认定。根据《高新 技术企业认定管理办法》及《中华人民共和国企业所得税法》等相关规定，公司自 本次通过高新技术企业认定后连续三年（即 2025 年、2026 年、2027 年）可继续享 受国家关于高新技术企业的相关税收优惠政策，即按照 15%的税率缴纳企业所得税。 上述税收优惠政策不影响公司目前适用的企业所得税税率，不会对公司当期经 营业绩产生重大影响。 三、备查文件 1、浙江联盛化学股份有限公司《高新技术企业证书》。 特此公告。 浙江联盛化学股份有限公司 企业名称：浙江联盛化学股份有限公司 证书编号：GR20253 ...

国金证券股份有限公司 关于浙江联盛化学股份有限公司 （本页无正文，为《国金证券股份有限公司关于浙江联盛化学股份有限公司2025 年度持续督导定期现场检查报告》之签字盖章页） 保荐代表人： | 2.是否在股票上市后六个月内建立内部审计制度并设立内部审计部 | | √ | | --- | --- | --- | | 门（如适用） | | | | 3.内部审计部门和审计委员会的人员构成是否合规（如适用） | √ | | | 4.审计委员会是否至少每季度召开一次会议，审议内部审计部门提 | √ | | | 交的工作计划和报告等（如适用） | | | | 5.审计委员会是否至少每季度向董事会报告一次内部审计工作进度 | √ | | | 、质量及发现的重大问题等（如适用） | | | | 6.内部审计部门是否至少每季度向审计委员会报告一次内部审计工 | | | | 作计划的执行情况以及内部审计工作中发现的问题等（如适用） | √ | | | 7.内部审计部门是否至少每季度对募集资金的存放、管理与使用情 | √ | | | 况进行一次审计（如适用） | | | | 8.内部审计部门是否在每个会计年度结束前二个月内向审计委员 ...

国金证券股份有限公司 关于浙江联盛化学股份有限公司 2025 年度持续督导培训情况的报告 培训对象：联盛化学董事、高级管理人员及部分中层管理人员等相关人员 二、培训内容 本次培训中，国金证券通过课件展示、现场讲解及交流的形式向被培训人员 就以下内容进行了重点培训：本次培训重点解读了 2025 年新发布或修订的主要 法律法规，尤其是《上市公司治理准则》《上市公司募集资金监管规则》《上市 公司信息披露暂缓与豁免管理规定》《深圳证券交易所上市公司自律监管指引第 18 号——股东及董事、高级管理人员减持股份（2025 年修订）》等规则要求及 文件精神，加深了公司实际控制人、董事、高级管理人员等相关人员对相关法律 法规、信息披露要求的理解。 深圳证券交易所： 国金证券股份有限公司（以下简称"国金证券"）作为浙江联盛化学股份有限 公司（以下简称"联盛化学"或"公司"）首次公开发行股票并在创业板上市及持续 督导的保荐机构，根据《证券发行上市保荐业务管理办法》《深圳证券交易所创 业板股票上市规则（2025 年修订）》《深圳证券交易所上市公司自律监管指引 第 2 号——创业板上市公司规范运作（2025 年修订）》《深圳证券交易 ...

Market Overview - The chemical products sector increased by 0.28% on December 12, with Qiaoyuan Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3889.35, up 0.41%, while the Shenzhen Component Index closed at 13258.33, up 0.84% [1] Top Gainers in Chemical Sector - Qiaoyuan Co., Ltd. (301286) closed at 44.92, up 16.89% with a trading volume of 116,300 shares and a transaction value of 496 million [1] - Huahua Co., Ltd. (003002) closed at 29.43, up 6.90% with a trading volume of 98,700 shares and a transaction value of 287 million [1] - Liansheng Chemical (301212) closed at 30.31, up 6.43% with a trading volume of 39,000 shares and a transaction value of 116 million [1] - Hangzhou Hydrogen Co., Ltd. (002430) closed at 30.58, up 6.25% with a trading volume of 338,400 shares and a transaction value of 1.019 billion [1] - China General Nuclear Power Technology (000881) closed at 9.02, up 5.87% with a trading volume of 710,400 shares and a transaction value of 638 million [1] Top Losers in Chemical Sector - Letong Co., Ltd. (002319) closed at 10.50, down 10.03% with a trading volume of 50,900 shares and a transaction value of 53.96 million [2] - Quanliang Zero (002407) closed at 29.44, down 8.09% with a trading volume of 1,946,300 shares and a transaction value of 5.76 billion [2] - Yongtai Technology (002326) closed at 22.02, down 7.21% with a trading volume of 926,100 shares and a transaction value of 2.073 billion [2] Fund Flow Analysis - The chemical products sector experienced a net outflow of 932 million from institutional investors, while retail investors saw a net inflow of 742 million [2] - The top stocks with significant fund flow include ST Jiaao (603822) with a net inflow of 99.67 million from institutional investors [3] - Other notable stocks include Meihua Biological (600873) with a net inflow of 52.33 million and Hangzhou Oxygen (002430) with a net inflow of 39.94 million from institutional investors [3]

Group 1 - The company, Liansheng Chemical, stated that it will disclose the number of shareholders in its corresponding periodic reports [2]

Core Viewpoint - Liansheng Chemical announced the completion of business registration changes and the issuance of a new business license by the Zhejiang Provincial Market Supervision Administration [1] Group 1 - The company held its fourth board meeting on October 28, 2025, and the second extraordinary shareholders' meeting on November 18, 2025, to approve the proposal for amending and processing business registration [1] - The company has successfully completed the business registration procedures [1] - The new business license has been issued by the relevant regulatory authority [1]