上市企业：博实股份（002698）,亚星化学（600319）,阳谷华泰（300121）,双箭股份（002381）,齐翔腾 达（002408）,海达股份（300320）,软控股份（002073）,中化国际（600500）,三力士（002224）,彤程 新材（603650） 相关报告：智研咨询发布的《2026-2032年中国合成橡胶行业市场供需态势及发展前景研判报告》 2020-2025年中国合成橡胶产量统计图 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据国家统计局数据显示：2025年12月中国合成橡胶产量为80万吨，同比下降20.2%；2025年1-12月中 国合成橡胶累计产量为893.2万吨，累计下降20.3%。 ...

Core Viewpoint - Yanggu Huatai (300121) has announced a guarantee provided by its wholly-owned subsidiary, Shandong Dairike New Materials Co., Ltd., for a credit facility of RMB 100 million from China Merchants Bank, which is aimed at supporting the company's operational needs [1] Group 1: Stock Performance - As of January 28, 2026, Yanggu Huatai's stock closed at RMB 13.73, reflecting a 1.03% increase from the previous trading day [1] - The stock opened at RMB 13.49, reached a high of RMB 13.80, and a low of RMB 13.49, with a trading volume of RMB 1.24 billion and a turnover rate of 2.12% [1] Group 2: Guarantee Announcement - The company has applied for a comprehensive credit limit of RMB 100 million from the Liaocheng branch of China Merchants Bank, with a 12-month validity period [1] - The guarantee provided by the subsidiary covers the principal, interest, penalty interest, and costs related to the realization of creditor's rights, with a maximum guarantee amount of RMB 100 million [1] - As of the announcement date, the total external guarantee amount of the company is RMB 46 million, which accounts for 1.31% of the latest audited net assets, with no overdue guarantees reported [1]

Core Viewpoint - Yanggu Huatai (300121) announced a total external guarantee amount of RMB 46 million, which accounts for 1.31% of the company's latest audited net assets [1] Group 1: External Guarantees - The company provided a total guarantee of RMB 26 million to its wholly-owned subsidiary Shandong Daierke New Materials Co., Ltd. [1] - The company also provided a guarantee of RMB 20 million to its wholly-owned subsidiary Shandong Yanggu Huatai Import and Export Co., Ltd. [1] - There are no guarantees provided to entities outside the consolidated financial statements, nor are there any overdue external guarantees [1]

Market Overview - The rubber sector experienced a slight decline of 0.04% on January 28, with Keqiang Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 4151.24, up 0.27%, while the Shenzhen Component Index closed at 14342.9, up 0.09% [1] Stock Performance - Black Cat Co. (002068) saw a significant increase of 5.65%, closing at 9.72 with a trading volume of 599,300 shares and a turnover of 582 million yuan [1] - Other notable performers included Yongdong Co. (002753) with a 1.05% increase, closing at 7.70, and Yanggu Huatai (300121) with a 1.03% increase, closing at 13.73 [1] - Conversely, Keqiang Co. (920665) led the declines with a drop of 3.31%, closing at 14.60, alongside Zhen'an Technology (300767) which fell by 2.35% [2] Capital Flow - The rubber sector experienced a net outflow of 106 million yuan from institutional investors, while retail investors saw a net inflow of 16.39 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors showed some interest [2] Individual Stock Capital Flow - Black Cat Co. (002068) had a net inflow of 58.11 million yuan from institutional investors, but a net outflow from retail investors of 36.35 million yuan [3] - Yongdong Co. (002753) saw a net inflow of 7.16 million yuan from institutional investors, while retail investors had a net outflow of 10 million yuan [3] - Other stocks like Yanggu Huatai (300121) and Fengmao Co. (301459) also showed varied capital flows, reflecting differing investor sentiments across the sector [3]

Group 1 - The company announced that it has applied for a comprehensive credit limit of 100 million yuan from China Merchants Bank, with the credit period from January 27, 2026, to January 26, 2027 [1] - The wholly-owned subsidiary, Daierke, provides a joint liability guarantee for this credit limit and has signed an "Irrevocable Maximum Guarantee Agreement," which has been approved through Daierke's internal procedures [1] - As of the announcement date, the total external guarantees provided by the company amount to 46 million yuan, accounting for 1.31% of the most recent audited net assets, with no overdue external guarantees [1]

| 证券代码：300121 | 证券简称：阳谷华泰 | 公告编号：2026-009 | | --- | --- | --- | | 债券代码：123211 | 债券简称：阳谷转债 | | 山东阳谷华泰化工股份有限公司 关于接受子公司担保的公告 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、担保情况概述 山东阳谷华泰化工股份有限公司（以下简称"阳谷华泰"或"公司"）因经 营需要，向招商银行股份有限公司聊城分行（以下简称"招商银行"）申请了人 民币 10,000 万元的综合授信额度，授信期间为 12 个月，即 2026 年 1 月 27 日起 到 2027 年 1 月 26 日止。为了保证公司与招商银行间合同的履行，公司的全资子 公司山东戴瑞克新材料有限公司（以下简称"戴瑞克"）将为上述综合授信额度 提供连带责任保证，并与招商银行签署了《最高额不可撤销担保书》。上述接受 担保事项已经戴瑞克内部程序审议通过，无需提交公司董事会、股东会审议。 二、被担保人基本情况 1、被担保人名称：山东阳谷华泰化工股份有限公司 2、统一社会信用代码：91370000168015 ...

证券之星消息，1月23日橡胶板块较上一交易日上涨1.54%，海达股份领涨。当日上证指数报收于 4136.16，上涨0.33%。深证成指报收于14439.66，上涨0.79%。橡胶板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300731 科创新源 | | 4072.54万 | 5.26% | -287.27万 | -0.37% | -3785.27万 | -4.89% | | 300121 | 阳谷华泰 | 2477.41万 | 8.38% | -1887.69万 | -6.38% | -589.72万 | -1.99% | | 300320 海达股份 | | 1444.52万 | 5.63% | -447.51万 | -1.74% | -997.01万 | -3.88% | | 920665 | 科强股份 | 1130.87万 | 5.72% | -69.60万 | -0.35% | -1 ...

Core Viewpoint - Yanggu Huatai reported that as of January 20, 2026, the number of shareholders reached 32,895 [2] Company Summary - Yanggu Huatai has engaged with investors through an interactive platform, providing updates on shareholder numbers [2] - The company is actively communicating with its investors, indicating a focus on transparency and shareholder engagement [2]

Core Insights - The article highlights the effective financial support system for small and micro enterprises in Yanggu County, which has led to significant loan growth and improved access to financing for local businesses [1][2][6] Group 1: Financial Support and Growth - As of December 2025, the balance of inclusive loans for small and micro enterprises in Yanggu County reached 94.58 billion yuan, an increase of 14.72 billion yuan or 18.43% from the beginning of the year [1] - The financial regulatory bureau has established a "policy + product + service" support system to continuously nourish the development of small and micro enterprises in the region [1][6] Group 2: Financing Mechanisms - A "dual-track list" model has been implemented to match financing needs, where the development and reform department identifies key enterprises while banks are encouraged to discover potential small and micro enterprises [2] - The county has conducted market visits to 13,630 businesses, granting credit to 7,122 enterprises totaling 73.31 billion yuan, with 7,063 loans amounting to 67.98 billion yuan at an average interest rate of 3.92% [2] Group 3: Innovative Financing Products - The introduction of "intellectual property pledge loans" allows companies like Shandong Yanggu Hengchang Cable Group to use patents as collateral, facilitating access to 2.8 million yuan in loans for production line upgrades [4] - Customized loan products such as "Agricultural Assistance Loans" have been developed to support agricultural enterprises, enabling a cooperative to secure 350,000 yuan for expanding high-standard greenhouses [4] Group 4: Service Efficiency Improvements - The financial regulatory bureau has streamlined loan processes, reducing the time for loan approval from 8 days to 3 days, significantly enhancing service efficiency for businesses [5] - A comprehensive approach has been adopted to ensure that financial services are delivered effectively, including on-site visits by bank managers and a closed-loop process for tracking loan progress [5][6]

Core Viewpoint - The company announced the termination of the planned acquisition of 99.64% equity in Bomi Technology and the associated fundraising, originally set for December 31, 2025 [1] Group 1 - The self-examination period for the company was from April 29 to December 31, 2025 [1] - During the self-examination, it was discovered that four individuals, including Wang Wenguo, engaged in stock trading of the company [1] - The company repurchased a total of 3.6 million shares from May 30 to October 10, 2025, and subsequently canceled these shares [1] Group 2 - All involved parties have committed that their trading activities are unrelated to the restructuring and do not constitute insider trading [1] - Independent financial and legal advisors have verified that the trading activities of the relevant parties do not fall under the category of insider trading [1]