Group 1 - The company, Taihe Co., Ltd. (SZ 301665), announced that it will participate in a research meeting organized by CITIC Securities on March 5, 2026 [1] - Key executives from the company, including the Vice President and Secretary of the Board, will be present to address questions from investors [1]

证券代码： 301665 证券简称：泰禾股份 编号：2026-001 投资者关系活动 类别 ☑ 特定对象调研 □ 分析师会议 □ 媒体采访 □ 业绩说明会 □ 新闻发布会 □ 路演活动 □ 现场参观 □ 其他 （请文字说明其他活动内容） 参与单位名称及 人员姓名 中信证券 田显城 时间 2026 年 3 月 5 日 地点 公司会议室 上市公司接待人 员姓名 1. 董事、副总经理、董事会秘书 亓轶群 2. 战略与投资部经理 王亚丽 3. 投资者关系 张瑾 投资者关系活动 主要内容介绍 本次活动主要交流内容如下： 1. 产品竞争优势与行业格局 公司核心产品成本优势较明显，在行业市场行情低迷时，公 司仍保持盈利。百菌清等产品属于国内限批品类，行业不再审批 新产能，公司通过自动化改造与工艺优化，进一步提升产能利用 率，降低能耗、人工及环保处理成本，保持较高竞争力。 2. 市场销售与区域布局 公司布局南美等主要市场，美国市场通过合作及差异化产品 实现销售，欧洲市场依托登记证及当地产业缺口实现订单回流， 中东、东南亚等市场同步拓展。 当前全球农药市场（南美、北美、国内）库存处于较低水平， 或将进入采购周期，但若无原油等原 ...

Current Strategy Viewpoints - The capital market experienced fluctuations in early February but rebounded later in the month, primarily due to reduced trading activity before the Spring Festival and short-term policy guidance [1] - The market is expected to enter a phase of economic data and policy verification, with a seasonal increase in trading activity post-Spring Festival, laying a foundation for future market performance [1] - Upcoming economic and corporate profit data, along with the National People's Congress in March, will be crucial for setting the annual policy tone and economic targets, which are significant for the capital market [1] Sector Focus - Short-term focus on safe-haven assets and resource products due to tensions in the Middle East, including precious metals and oil sectors [2] - Long-term focus on growth and cyclical sectors, with particular attention to small-cap stocks that typically perform well in spring [2] - Key sectors to watch include humanoid robots, computing, and AI, benefiting from sustained industry enthusiasm and increased risk appetite among investors [2] Macro Overview - The upcoming National People's Congress will set the tone for the annual economy, with GDP growth targets expected to be set between 4.5% and 5% [8] - Fiscal policy is anticipated to include a deficit rate of 4.0% and new special bonds totaling 5 trillion yuan, indicating a significant increase in fiscal deficit compared to last year [8] Financial Engineering - The A-share market has seen a rise in industry crowding, particularly in media and resource sectors, with the media sector showing a crowding degree of 98.25% [12][14] - The resource sector continues to perform well, with price fluctuations leading to a decrease in crowding indicators, suggesting a potential for continued upward movement [13] Electronic Communication Industry - The upcoming GTC conference is expected to showcase new chip developments from NVIDIA, reinforcing AI as a core investment theme [24] - The demand for storage products is projected to rise significantly, driven by strong AI customer needs and price increases in the DRAM market [25] Computer Industry - The rapid iteration of domestic AI large models is expected to drive significant growth in computing power investments, with a focus on world model technology advancements [28] - The demand for AI-driven applications is anticipated to increase, leading to a surge in computing needs and infrastructure investments [29] New Energy Industry - Focus on hydrogen and ammonia projects, with government support for integrated energy bases expected to drive growth in this sector [32] - The electric power equipment sector is poised for growth due to ongoing global energy demands and potential easing of import restrictions in India [32] High-end Manufacturing Industry - The humanoid robot sector is entering a phase of mass production, with significant advancements showcased during the Spring Festival [35] - The North American AI supply chain remains robust, with ongoing demand for advanced equipment and materials expected to drive growth [36]

证券代码：301665 证券简称：泰禾股份 公告编号：2026-004 南通泰禾化工股份有限公司 关于为子公司向银行申请授信提供担保的进展公告 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、担保情况概述 南通泰禾化工股份有限公司（以下简称"公司"）于 2025 年 4 月 24 日召 开了第三届董事会第十七次会议和第三届监事会第十一次会议，会议审议通过 了《关于公司 2025 年度向相关银行申请融资并提供担保的议案》，同意公司及 其全资或控股子公司拟向银行申请总计不超过人民币 50 亿元（含）的综合授信 额度并提供担保。上述议案同时由 2025 年 5 月 21 日召开的 2024 年年度股东会 审 议 通 过 。 具 体 内 容 详 见 公 司 于 2025 年 4 月 28 日 在 巨 潮 资 讯 网 （www.cninfo.com.cn）披露的《关于公司 2025 年度向相关银行申请融资并提供 担保的公告》（公告编号：2025-004）。 二、担保进展情况 近日，公司与中国银行股份有限公司新干支行（以下简称"中国银行"） 签署了《保证合同》，为公司 ...

Core Viewpoint - As of February 13, 2026, the total number of shareholders for Taihe Co., Ltd. (301665) is reported to be 11,083 [1] Company Summary - Taihe Co., Ltd. has engaged with investors through an interactive platform, providing transparency regarding its shareholder count [1] - The company is actively communicating with its investors, indicating a focus on shareholder engagement and investor relations [1]

Core Viewpoint - The A-share agricultural sector experienced a strong performance on the first trading day after the holiday, with various sub-sectors such as agrochemical products, planting and forestry, breeding, agricultural product processing, and phosphate chemicals showing significant gains [1] Group 1: Market Performance - As of 13:33, the agricultural ETF Huaxia (516810) rose over 1.5%, with holdings like Taihe Co. increasing by over 9% and several other stocks such as Yangnong Chemical, Batian Co., New Yangfeng, Hainan Rubber, Lier Chemical, and Stanley rising over 5% [1] - The price of urea in India reached a new high, with East Coast CFR at $512/ton and West Coast CFR at $508/ton, reflecting an increase of approximately $85/ton compared to January, equivalent to about 3,500 RMB/ton [1] Group 2: Future Outlook - Dongfang Securities anticipates that with the end of the bulk leverage issues since the beginning of the year, the original upward path of cyclical sectors is expected to re-emerge, with chemicals and agriculture being key focuses within the cyclical sector [1] - The chemical sector is viewed as the beginning of a return to a prosperous cycle for the industry and a re-evaluation of China's strong chemical industry value [1] - The extremely pessimistic expectations for live pig prices highlight the potential for value in allocations [1] Group 3: Investment Opportunities - The agricultural ETF (516810.SH) holds leading stocks in pig farming, agricultural chemicals, and planting sectors, benefiting from multiple factors such as anti-involution, pig cycle reversal, chemical cycle, and seed safety [1] - Investors can utilize the ETF to capitalize on low-point rebound opportunities in agriculture, as ETFs offer low entry barriers, risk diversification, and transparent holdings that passively track indices without style drift [1]

Core Viewpoint - As of February 10, 2026, the total number of shareholders for Taihe Co., Ltd. is reported to be 11,190 [2] Group 1 - The company has engaged with investors through an interactive platform to provide updates on shareholder numbers [2] - The reported figure of 11,190 shareholders indicates a potential interest and engagement level among investors [2] - The date of the report suggests that the company is actively monitoring and communicating its shareholder base [2]

Group 1 - The core viewpoint of the article is that Taihe Co., Ltd. (301665) has established a long-term and stable business relationship with Syngenta, which is an important client for the company [1]

责任编辑：小浪快报 分红方面，泰禾股份A股上市后累计派现2.70亿元。 机构持仓方面，截止2025年9月30日，泰禾股份十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股23.02万股，相比上期减少17.17万股。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 2月6日，泰禾股份涨1.87%，成交额9132.31万元。两融数据显示，当日泰禾股份获融资买入额694.08万 元，融资偿还993.85万元，融资净买入-299.77万元。截至2月6日，泰禾股份融资融券余额合计6290.24 万元。 融资方面，泰禾股份当日融资买入694.08万元。当前融资余额6287.59万元，占流通市值的5.58%。 融券方面，泰禾股份2月6日融券偿还0.00股，融券卖出100.00股，按当日收盘价计算，卖出金额2946.00 元；融券余量900.00股，融券余额2.65万元。 资料显示，南通泰禾化工股份有限公司位于上海市长宁区临虹路365号北 ...

Group 1 - The core point of the article is that Taihe Co., Ltd. (301665) reported a total of 10,714 shareholders as of January 30, 2026 [1]