华峰化学2026年多项规划：股东减持、产能扩建与资产注入

Core Viewpoint - The company Huafeng Chemical (002064) will face significant events in 2026, including shareholder reductions, fulfillment of major asset injection commitments, and the advancement of multiple capacity expansion projects [1] Shareholder Reduction - Four shareholders, including You Jinhwan, Chen Linzhen, You Xiaoling, and You Xiaoyan, plan to reduce their holdings by a total of up to 36.19 million shares, accounting for 0.73% of the company's total share capital, between March 3, 2026, and June 2, 2026, through centralized bidding or block trading [2] Project Advancement - The company expects to complete the injection of relevant target assets by December 2026, aiming to fulfill commitments and further integrate resources [3] - The first phase of the PTMEG project is anticipated to be completed by the end of 2026 [5] Capacity Expansion - The remaining 75,000 tons of capacity from the spandex fundraising project is planned to be gradually put into production by the end of 2026, bringing the company's total capacity to 475,000 tons [4] - The board of directors approved an investment of 3.6 billion yuan to construct a new high-performance, low-carbon, intelligent spandex material expansion project with an annual output of 200,000 tons on January 30, 2026 [4] Recent Stock Performance - On February 2, 2026, Huafeng Chemical's stock price hit the daily limit down, which market analysts believe may be related to industry cycle fluctuations, funding pressures from expansion projects, and institutional capital flows [6]