一、决定书一主要内容 证券代码：603260 证券简称：合盛硅业 公告编号：2026-004 合盛硅业股份有限公司 关于公司及相关责任人收到浙江证监局 行政监管措施决定书的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 合盛硅业股份有限公司（以下简称"公司"）于 2026 年 1 月 16 日收到中国 证券监督管理委员会浙江监管局（以下简称"浙江证监局"）出具的《关于对合 盛硅业股份有限公司采取责令改正措施的决定》（〔2026〕10 号，以下简称"决 定书一"）和《关于对罗立国、罗烨栋、张雅聪、高君秋采取出具警示函措施的 决定》（〔2026〕9 号，以下简称"决定书二"）。现将相关内容公告如下： 我局在对合盛硅业股份有限公司（以下简称公司）的检查中发现以下问题： 一、开化联营贸易有限公司（以下简称开化联营）、库车聚友煤业有限责任 公司（以下简称聚友煤业）应被认定为公司关联方，公司与开化联营、聚友煤业 发生的交易均为关联交易。2022 年，公司与开化联营的交易金额 77,159.62 万元， 占公司最近一期经审计净资产绝对 ...

注:此报价为整理多家企业报价去掉最高价、最低价,取价格区间所得,均为现金交货含税价, 涨跌幅度根据上次报价比较所得。综合价格根据报价企业的月度产量占比,通过加权平均整理 所得。 本周伊犁-天津港运费为600元/吨;昆明-黄埔港运费为350元/吨。 参与报价企业名单: 智通财经APP获悉，1月16日，硅业分会发文称，本周工业硅市场呈现"期强现稳"的分化走势。期货市场情绪 改善，主力合约2605收盘价自1月8日的8535元/吨上涨至8755元/吨，期间累计上涨220元/吨。现货市场则整体 持稳，据安泰科1月14日报价统计，全国工业硅综合价格报9245元/吨，与上周持平。具体规格中，553#价格报 8713元/吨，441#价格报9169元/吨，均未出现波动。区域价格方面，新疆、云南、四川综合价格分别为8810元/ 吨、10005元/吨、10050元/吨;出口FOB价格亦保持稳定。 本周工业硅供应端继续呈现收缩态势。尽管期货盘面有所修复，但现货市场持续疲软，加上生产成本高企， 压制了企业的生产积极性。当前，甘肃、宁夏等地企业面临亏损困境，就连新疆等传统低成本区域的企业也 已陷入亏损，部分企业正着手安排减产，四川、云南 ...

本周工业硅市场呈现"期强现稳"的分化走势。期货市场情绪改善，主力合约 2605 收盘价 自 1 月 8 日的 8535 元 / 吨上涨至 8755 元 / 吨，期间累计上涨 220 元 / 吨 。现货市场则整体 持稳，据安泰科 1 月 14 日报价统计，全国工业硅综合价格报 9245 元 / 吨，与上周持平。具 体规格中， 553# 价格报 8713 元 / 吨， 441# 价格报 9169 元 / 吨，均未出现波动。区域价格 方面，新疆、云南、四川综合价格分别为 8810 元 / 吨、 10005 元 / 吨、 10050 元 / 吨；出口 FOB 价格亦保持稳定。 本周工业硅供应端继续呈现收缩态势。尽管期货盘面有所修复，但现货市场持续疲软， 加上生产成本高企，压制了企业的生产积极性。当前，甘肃、宁夏等地企业面临亏损困境， 就连新疆等传统低成本区域的企业也已陷入亏损，部分企业正着手安排减产，四川、云南等 高成本地区维持生产的难度则进一步加大。 下游需求端支撑仍然偏弱，三大下游板块表现不一。有机硅与铝合金价格虽有上涨，但 对工业硅实际需求拉动有限：有机硅价格从 13700 元 / 吨涨至 14000 元 / ...

证券代码：603260 证券简称：合盛硅业 公告编号：2026-003 合盛硅业股份有限公司 股东减持股份结果公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 股东持股的基本情况 本次减持计划实施前，富达实业公司（以下简称"富达实业"）持有合盛硅业 股份有限公司（以下简称"公司"）无限售流通股 27,070,548 股，占当时公司总股 本的 2.29%。 减持计划的实施结果情况 截至本公告披露日，富达实业在减持计划实施期间通过集中竞价方式减持公 司股份 11,822,069 股，通过大宗交易方式减持公司股份 15,248,479 股；本次减持 股份实施之后，富达实业持有公司无限售流通股 0 股，占公司目前总股本的 0.00%， 本次减持计划已实施完毕。 | 股东名称 | 富达实业公司 | | | | --- | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | □是 | √否 | | | 直接持股 5%以上股东 | □是 | √否 | | | 董事、监事和高级 ...

21智讯1月15日电，合盛硅业公告，本次减持计划实施前，富达实业公司持有公司无限售流通股 27,070,548股，占当时公司总股本的2.29%。截至本公告披露日，富达实业在减持计划实施期间通过集 中竞价方式减持公司股份11,822,069股，通过大宗交易方式减持公司股份15,248,479股，合计减持 27,070,548股，占公司总股本的2.29%。本次减持后，富达实业不再持有公司股份，减持计划已实施完 毕。减持价格区间为47.25至62.10元/股，减持总金额约为14.50亿元。本次减持遵守相关法律法规，与 此前披露的减持计划一致。 ...

格隆汇1月15日丨合盛硅业(603260.SH)公布，截至本公告披露日，富达实业在减持计划实施期间通过集 中竞价方式减持公司股份1182.21万股，通过大宗交易方式减持公司股份1524.85万股，合计减持比例 2.29%；本次减持股份实施之后，富达实业持有公司无限售流通股0股，占公司目前总股本的0.00%，本 次减持计划已实施完毕。 ...

合盛硅业公告称，截至公告披露日，股东富达实业减持计划已实施完毕。减持期间为2025年11月14日至 2026年1月14日，通过集中竞价减持1182.21万股、大宗交易减持1524.85万股，合计减持2707.05万股， 占公司总股本2.29%；减持价格区间为47.25 - 62.10元/股，减持总金额达14.50亿元。减持后，富达实业 不再持有公司股份。 ...

Summary of Key Points from Conference Call Records Industry Overview - **Copper**: Driven by mining incidents and demand from AI data centers, supply is tight, and prices remain high. The U.S. power company reports that 80% of new electricity demand comes from data centers, with AI servers using at least twice the copper of traditional servers [1][2][3]. - **Tin**: China relies heavily on overseas ore, with supply affected by Myanmar's mining ban and delays in Indonesian export licenses. Pre-Spring Festival stocking in China exacerbates shortages, with expectations of tight supply in the first half of 2026 [1][4]. - **Silver**: Limited expansion due to its by-product nature, with major producing countries facing declining ore grades. Increased demand from AI chip interconnections and liquid cooling, along with central banks increasing their holdings, leads to a structural supply gap, with prices expected to double within a year [1][4]. - **Beef Cattle**: Continuous reduction in breeding cows in China is expected to accelerate beef prices in the first half of 2026. The Ministry of Commerce's import measures support domestic beef prices, with a 5.5% year-on-year decline in stock by September 2025 [1][18][19]. - **Lithium Carbonate**: Driven by energy storage demand, supply elasticity is shrinking, and inventory levels are low. Global lithium supply growth is expected to slow to around 15% in 2026, shifting from oversupply to tight balance [1]. Core Insights and Arguments - **Price Drivers**: The price increases for copper, tin, and silver are primarily due to tight supply and rising demand from AI-related sectors, particularly data centers and electronic devices. The liquidity environment from global interest rate cuts also supports high price levels [2][3]. - **Copper Supply Issues**: Significant supply reductions from mining incidents in key regions, with an estimated annual loss of 500,000 tons. The demand surge from data centers further exacerbates the supply-demand imbalance [3][4]. - **Tin Demand Growth**: The demand for tin is expected to rise due to its use in electronic solder, particularly with the evolution of AI servers and PCB technology [5]. - **Silver's Unique Position**: Silver's dual role as both an industrial and financial asset enhances its investment appeal, especially in a macroeconomic environment characterized by monetary easing [6]. Additional Important Content - **Investment Opportunities**: Key stocks to watch include stable leading mining companies and those with production capacity flexibility. Notable mentions include Zijin Mining and Western Mining for stability, and Jinchengxin and Industrial Bank for growth potential [6][7]. - **Market Sentiment**: The cautious market sentiment regarding energy metals, particularly lithium, reflects a balance between fear of overvaluation and the desire to capitalize on potential gains [11]. - **Paper Industry Outlook**: The paper industry is expected to enter an upcycle in 2026, with improving fundamentals and low inventory levels providing conditions for price increases [12][15]. - **Beef Industry Dynamics**: The new import policies for beef are likely to support domestic prices and create opportunities within the beef supply chain [19]. This summary encapsulates the critical insights and trends discussed in the conference call, providing a comprehensive overview of the current state and future outlook of the relevant industries.

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Summary of Key Points from Conference Call Records Industry Overview - The chemical sector has recently experienced an increase due to seasonal demand and long-term capital allocation, although some leading stocks have seen normal fluctuations [1] - The medium to long-term outlook for the economy is positive, with potential short-term volatility [1] - The organic silicon market has a favorable medium to long-term outlook, driven by foreign capital shutting down production lines and increasing global consumption demand [1][6] - The polyester filament and PTA markets are currently in a consumption off-season, with rising raw material prices affecting profitability [1][7] - The soda ash market has seen a recent price correction due to declining coal costs and new production capacity, with expectations of slight fluctuations in the first half of the year and potential upward movement in the second half [1][8] - Refrigerant prices are expected to continue rising in the first quarter, with significant long-term growth potential [1][9] - Potash prices have recently increased due to winter storage and spring farming demand, with a balanced supply-demand forecast for 2026-2027 [1][10] Key Insights and Arguments - Investment opportunities in the chemical industry for 2026 and 2027 are focused on cyclical products and companies with overseas growth potential, including major players like Wanhua Chemical and Luxi Chemical [3] - The organic silicon market is expected to see price increases due to its significant elasticity in cyclical markets, with companies like Xingfa Group and Jinan Yuxin showing potential [6] - The polyester filament and PTA markets are expected to improve as global economic recovery progresses, despite current profitability challenges [7] - The soda ash market is characterized by a recent price correction, with expectations of industry self-discipline due to losses and potential impacts from energy-saving policies [8] - The refrigerant market is projected to have a substantial long-term price trend, particularly for advanced refrigerants [9] - The potash market is expected to maintain stable prices due to balanced supply and demand dynamics [10] Additional Important Content - Soda ash is significantly influenced by international markets, with indirect export demand expected to rise from overseas infrastructure and photovoltaic industries starting in the second half of 2026 [2][13] - The domestic demand for soda ash is projected to be around 50% of global demand, indicating a strong indirect export component [13][14] - The price trends for soda ash in domestic and international markets are similar, suggesting that it is a globally priced product [15] - The petrochemical industry is currently experiencing volatility due to geopolitical factors, with oil prices expected to fluctuate but stabilize in the medium term [16][17]