转债代码：110089 转债简称：兴发转债 证券代码：600141 证券简称：兴发集团 公告编号：临2026-007 湖北兴发化工集团股份有限公司 关于提前赎回"兴发转债"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个别及连带责任。 重要内容提示： ●自2026 年1 月6 日至2026 年1 月27 日，湖北兴发化工集团股份有限公司 （以下简称"公司"）股票已有15 个交易日的收盘价格不低于"兴发转债"当期 转股价格的130%（即36.92 元/股）。根据《湖北兴发化工集团股份有限公司公开 发行可转换公司债券募集说明书》（以下简称"《募集说明书》"）的相关约定，已 触发"兴发转债"的有条件赎回条款。 ●公司于2026 年1 月27 日召开第十一届董事会第十四次会议，审议通过了 《关于提前赎回"兴发转债"的议案》，决定行使"兴发转债"的提前赎回权，对 赎回登记日登记在册的"兴发转债"按债券面值加当期应计利息的价格全部赎回。 ●投资者所持"兴发转债"除在规定时限内通过二级市场继续交易或按28.40 元/股的转股价格进行转股外，仅 ...

证券代码：600141 证券简称：兴发集团 公告编号：临2026-008 转债代码：110089 转债简称：兴发转债 浙江金帆达解除本次质押的股份暂无后续质押计划。后续如有变动，公司 将按照相关法律法规要求及时履行信息披露义务。 四、股东累计质押股份情况 特此公告。 ●浙江金帆达生化股份有限公司（以下简称"浙江金帆达"）持有湖北兴 发化工集团股份有限公司（以下简称"公司"）股份178,089,772股，占公司 股份总数的比例为16.07%。本次办理3,600,000股股份质押及解除质押手续后， 浙江金帆达持有公司股份累计质押数量为63,000,000股，占其持有公司股份总 数的比例为35.38%。 近日，公司收到持股 5%以上股东浙江金帆达通知，浙江金帆达在中国证 券登记结算有限责任公司办理了股份质押和解除质押手续。根据《上海证券交 易所股票上市规则》的相关规定，现将有关事宜公告如下： 股 东 名 称 是否 为控 股股 东 本次质押 股数（股） 是否为 限售股 是否补 充质押 质押起始 日 质押到期日 质权人 占其所持 股份比例 （%） 占公司总 股本比例 （%） 质押融 资资金 用途 浙江 金帆 达 否 3 ...

国联民生承销保荐有限公司 关于湖北兴发化工集团股份有限公司 提前赎回"兴发转债"的核查意见 国联民生承销保荐有限公司（以下简称"国联民生"或"保荐人"）作为湖 北兴发化工集团股份有限公司（以下简称"兴发集团"或"公司"）向不特定对 象发行可转换公司债券的保荐人，根据《可转换公司债券管理办法》《上海证券 交易所股票上市规则》《上海证券交易所上市公司自律监管指引第 1 号——规范 运作》《上海证券交易所上市公司自律监管指引第 12 号——可转换公司债券》 等有关规定，对兴发集团本次提前赎回"兴发转债"的事项进行了审慎核查，核 查情况如下： 一、可转债发行上市概况 （一）可转债发行情况 经中国证监会《关于核准湖北兴发化工集团股份有限公司公开发行可转换公 司债券的批复》（证监许可〔2022〕1904 号）核准，公司于 2022 年 9 月 22 日 公开发行了 2,800 万张可转换公司债券，每张面值 100 元，发行总额 28.00 亿元。 经上海证券交易所自律监管决定书[2022]289 号文同意，公司 28.00 亿元可 转换公司债券于 2022 年 10 月 31 日起在上海证券交易所挂牌交易，转债简称"兴 ...

格隆汇1月27日丨兴发集团(600141.SH)公布，2026年1月27日，公司通过集中竞价交易方式首次回购股 份数量为1,567,200股，占公司总股本的比例为0.14%，回购成交的最高价为42.05元/股，最低价为41.60 元/股，支付的资金总额为人民币6,554.25万元（不含交易费用）。 ...

Core Viewpoint - The textile industry chelating agents are essential for improving product quality and sustainability by preventing metal ion reactions that can damage fibers and equipment, thus enhancing the efficiency and environmental compliance of textile production processes [2][3]. Product Range - The product range of textile chelating agents has evolved from traditional inorganic salts to a diverse family of fine chemicals, including: - Traditional inorganic chelating agents (e.g., polyphosphates) are widely used for general water treatment due to their low cost and high stability. - Organic carboxylic acid chelating agents (e.g., EDTA, NTA) dominate high-end dyeing processes but face environmental concerns. - Bio-based and green chelating agents (e.g., gluconates, chitosan derivatives) are rapidly emerging in response to sustainable textile policies. - Multifunctional composite chelating agents integrate dispersion, buffering, and anti-redeposition capabilities to meet integrated dyeing and finishing process needs [2]. Application Scope - Textile chelating agents serve as an "invisible engine" throughout the textile production process: - In the pre-treatment stage, they integrate calcium and magnesium ions to prevent hard water precipitation, enhancing desizing and refining efficiency. - During bleaching and dyeing, they stabilize oxidants and dye activity, ensuring color uniformity and reproducibility. - In post-treatment and water treatment, they inhibit metal ion catalysis that leads to fiber damage and reduce heavy metal loads in wastewater [3]. Market Overview - According to QYResearch, the global textile chelating agents market is projected to reach USD 1.16 billion by 2032, with a compound annual growth rate (CAGR) of 8.4% over the coming years [4]. Market Structure - Major manufacturers in the global textile chelating agents market include BASF, Dow, Nouryon, Innospec, and NICCA Chemical, with the top five companies holding approximately 59.0% market share by 2025 [6]. - The top three chemical giants (BASF, Dow, Nouryon) collectively account for over 40% of the market share, leveraging their global supply chains, R&D capabilities, and brand influence to dominate the high-end market [8]. Competitive Landscape - The competitive landscape shows that specialized manufacturers like Innospec and NICCA Chemical maintain stable shares in niche markets through application technology services and regional channels. - Asian companies (e.g., Fuyang Biotech, Taihe Chem, Yuanlian Chemical) leverage cost advantages and localized services to compete effectively in the mid-to-low-end market [8]. Industry Trends - The textile chelating agents market is transitioning from traditional functional additives to green, high-performance, and systematic solutions. The focus is shifting towards developing new molecular structures that are biodegradable, low-toxicity, and multifunctional to meet stringent environmental regulations [18]. - The application scenarios are deepening, with products extending beyond core processes to include textile recycling, wastewater treatment, and functional finishing, thus elevating their value from mere process aids to strategic materials that ensure supply chain compliance and resource efficiency [18]. Development Opportunities - The market faces structural constraints, primarily the challenge of balancing the technology and economics of green alternatives. The development and production costs of biodegradable or low-toxicity chelating agents are significantly higher than traditional products, which poses a challenge for cost-sensitive textile manufacturers [19]. - Additionally, the lack of unified industry standards and certification systems complicates product development and market entry, as different regions have varying definitions and compliance requirements for "environmentally friendly" and "biodegradable" [19]. Development Barriers - The market's growth is hindered by the cost-performance balance challenge in the green transition. The raw material costs and synthesis complexity of eco-friendly chelating agents are significantly higher than traditional products, leading to slow penetration of green products in cost-sensitive markets [20]. - Furthermore, traditional chelating agents (e.g., EDTA, phosphates) have established market inertia due to their stable performance and mature technology, making it difficult for new products to gain traction [20].

Group 1 - The A-share market showed a mixed performance on January 26, with the chemical sub-index declining. The Tianhong Chemical ETF (159133) closed down 0.46%, with a trading volume of 82.02 million yuan [1] - The Tianhong Chemical ETF has seen continuous capital inflow over the past 18 trading days, with a net inflow of 744 million yuan in the last 30 trading days, reaching a new high of 1.408 billion yuan as of January 23, 2026 [1] - The Tianhong Chemical ETF tracks the chemical sub-index, with over 93% of its holdings in three major industries: basic chemicals, petroleum and petrochemicals, and power equipment, including leading companies and quality SMEs across various segments [1] Group 2 - A cold wave began affecting the U.S. on January 23, causing snowfall in parts of Texas, Oklahoma, and Kansas, with extreme weather expected to impact two-thirds of the country, potentially leading to widespread power outages [2] - The U.S. has a high capacity share of MDI/TDI, and the extreme weather may significantly affect supply, as U.S. MDI/TDI prices are notably higher, with relatively high operating rates [2] - The chemical industry is entering a turning point of supply-demand improvement and high-end transformation, with structural differentiation expected to continue in 2026, particularly in oil chemicals and polyester sectors [2]

磷化工巨头兴发集团（600141）(600141.SH)以实际行动彰显发展信心。 1月24日，兴发集团发布股份回购公告，公司拟以集中竞价交易方式回购股份，回购资金总额不低于2亿 元(含)、不超过4亿元(含)，资金来源为自有资金或自筹资金，回购股份将用于维护公司价值及股东权益 所需。 作为国内磷化工行业的龙头企业，此次回购计划不仅彰显了公司对未来发展的坚定信心，更通过优化资 本结构、提升股东回报，为资本市场注入一剂强心针。 长江商报记者注意到，得益于公司一体化优势显现，兴发集团业绩保持稳健增长。2025年前三季度，公 司实现营业收入237.81亿元，归母净利润13.18亿元。 在此基础上，兴发集团通过稳定分红回报股东。数据显示，近10年来，公司累计分红金额超49亿元，分 红比例超过40%。 本次回购资金总额不低于2亿元(含)、不超过4亿元(含)，资金来源为自有资金或自筹资金。按照回购价 格上限50元/股测算，预计回购股份数量为400万股—800万股，约占公司总股本的0.36%—0.73%。 长江商报记者注意到，这是兴发集团时隔3年推出的新一轮股份回购计划。兴发集团曾于2023年4月披露 回购股份方案，回购股份用 ...

Summary of Key Points from Conference Call Records Industry Overview Steel Industry - Iron ore supply is expected to become more relaxed, with Australian shipments projected to reach a historical high of 960 million tons in 2026, an increase of 24 million tons year-on-year. Brazilian shipments are also expected to rise by approximately 10 million tons. This supply increase supports the cost reduction logic for steel companies, leading to further profit recovery in the steel industry [2][1]. Non-Ferrous Metals - The non-ferrous metals sector shows significant signs of valuation recovery, with silver leading the charge. Industrial metals are in the early stages of recovery, while basic and energy metals are at the initial stage of bottom reversal. Short-term recommendations include increasing allocations to copper and aluminum [3][4]. Glass Fiber Sector - The glass fiber sector is experiencing price increases for electronic fabrics due to improved supply-demand dynamics. The unit profit forecast for China Jushi's electronic fabric is expected to rise from 0.7 yuan in 2025 to 1.3 yuan in 2026, potentially reaching 1.5 yuan. This could lead to an annual performance of 4.5 to 5 billion yuan for China Jushi [5][1]. Oil Shipping Sector - The oil shipping sector has seen a significant year-on-year increase in LCC freight rates, now exceeding $110,000, a rise of 87%. This is driven by increased production from South American deep-sea oil fields, OPEC's production policies, and a rebound in China's crude oil imports. The sector is entering a strong prosperity phase [8][1]. Chemical Industry - The chemical industry is witnessing a significant repair in the supply-demand balance. In 2026 and 2027, attention should be paid to sub-industries with high operating rates and limited new capacity, such as chlor-alkali, organic silicon, and PTA polyester filament. Major polyester filament manufacturers have initiated production cuts to alleviate inventory pressure [10][1]. Additional Insights Soda Ash Market - The soda ash market currently faces low price expectations due to overproduction, but demand is better than anticipated. The price has dropped below 1,100 yuan, indicating an oversold condition. Companies like Boyan Chemical are recommended due to their cost advantages and strong growth potential [11][1]. Dual Carbon Policy Impact - The dual carbon policy significantly impacts the chemical industry, with local governments tightening energy consumption limits for new projects. This affects high-energy-consuming sectors like chlor-alkali and organic silicon. Companies benefiting from this policy include Jiahua Energy and Junzheng Group [12][1]. Coal Industry - The coal sector is viewed positively under the backdrop of resource inflation, with a high probability of a bottom reversal by the end of 2026. Key recommendations include Yanzhou Coal and China Coal Energy [19][1]. Price Trends in Coal - As of last week, thermal coal prices have stabilized around 695 yuan, while coking coal prices have increased by 150 yuan to 1,770 yuan. The prices are expected to remain stable due to winter stocking demands [20][1]. Import Trends - In 2025, China’s coal imports fell to 490 million tons, a nearly 10% decrease. The outlook for 2026 suggests continued challenges in increasing imports due to rising domestic costs and supply vulnerabilities from major exporting countries like Indonesia and Australia [21][22][23]. This summary encapsulates the key insights and projections from the conference call records, providing a comprehensive overview of the current state and future expectations across various industries.

Group 1 - The company currently has a thermal phosphoric acid production capacity of 150,000 tons per year, with plans to increase it to 225,000 tons per year by 2026 [2] - The company expects a production capacity utilization rate of over 70% in 2025 [2] - The rising sulfur prices make thermal phosphoric acid more cost-effective compared to wet phosphoric acid, leading the company to adjust production based on market conditions [2] Group 2 - The increase in thermal phosphoric acid production is expected to positively impact the market price of raw material yellow phosphorus [2]

化工板块今日（1月26日）震荡盘整。反映化工板块整体走势的化工ETF（516020）早盘两度冲高，场内价格涨幅一度达到1.32%，午后震荡走弱，最终平 盘报收。值得注意的是，化工ETF（516020）全天多数时间溢价交易，收盘溢价率更是高达0.6%，反映买盘资金较为强势。 成份股方面，磷化工、钛白粉、石化等板块部分个股涨幅居前。截至收盘，云天化大涨3.56%，卫星化学、兴发集团双双涨超2%，钛能化学、东方盛虹、新 洋丰等多股涨超1%。 注：投资者在申购或赎回基金份额时，申购赎回代理券商可按照不超过0.5%的标准收取佣金，其中包含证券交易所、登记机构等收取的相关费用。化工ETF 不收取销售服务费。 化工ETF联接A申购费率为：100万元以下，0.8%；100万元（含）-200万元，0.5%；200万元（含）以上，每笔1000元。赎回费率为：7天以内，1.5%；7天 （含）-180天，0.5%；180天（含）-以上，0%。 值得注意的是，化工板块场内热门布局工具化工ETF（516020）近日吸金不断。交易所数据显示，截至上个交易日（1月23日），化工ETF（516020）近5个 交易日累计获资金净申购额超过11亿 ...