2023 年 2 月 8 日，公司以通讯表决方式召开公司第九届董事会第五次会议， 审议通过了《关于延长 2021 年员工持股计划存续期的议案》，同意延长 2021 年 员工持股计划存续期三年,至 2026 年 2 月 19 日。具体内容详见公司于 2023 年 2 月 10 日披露在上海证券交易所网站（http://www.sse.com.cn）相关公告。 证券代码：600352 证券简称：浙江龙盛 公告编号：2026-004 号 浙江龙盛集团股份有限公司 关于延长 2021 年员工持股计划存续期的公告 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。 公司于 2026 年 2 月 10 日以通讯方式召开的第十届董事会第五次会议审议通 过了《关于延长 2021 年员工持股计划存续期的议案》（表决结果：同意 9 票，反 对 0 票，弃权 0 票），现将公司延长 2021 年员工持股计划存续期的相关情况公告 如下： 一、本员工持股计划持有公司股份情况 公司于 2021 年 2 月 3 日、2021 年 2 月 19 日召开了公司第八 ...

浙江龙盛集团股份有限公司 2021 年员工持股计划 2026 年第一次持有人 会议决议的公告 证券代码：600352 股票简称：浙江龙盛 公告编号：2026-003 号 参加表决的持有人以20,855万份同意，0份反对，0份弃权，审议通过了《关 于延长2021年员工持股计划存续期的议案》，同意延长2021年员工持股计划存续 期五年，即延长至2031年2月19日。本议案已经公司第十届董事会第五次会议决 议通过。 特此公告。 浙江龙盛集团股份有限公司 二 O 二六年二月十二日 浙江龙盛集团股份有限公司（以下简称"公司"）于2026年2月10日上午在公 司办公大楼401会议室以现场结合远程视频的方式召开了2021年员工持股计划 2026年第一次持有人会议。本次会议有4名员工持股计划份额持有人出席，代表 员工持股计划份额20,855万份，占公司员工持股计划总份额的100%。会议由管理 委员会负责召集，管理委员会主任卢邦义主持，本次会议的召集、召开及表决程 序符合《浙江龙盛集团股份有限公司2021年员工持股计划》和《浙江龙盛集团股 份有限公司2021年员工持股计划管理办法》的规定,本次会议审议通过了以下议 案： 《关于 ...

证券代码：600352 证券简称：浙江龙盛 公告编号：2026-005 浙江龙盛集团股份有限公司 关于为全资子公司提供担保的公告 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。 重要内容提示： 担保对象及基本情况 | | | | 实际为其提供的 | | 是否在前 | 本次担保 | | --- | --- | --- | --- | --- | --- | --- | | 被担保人名称 | 本次担保金额 | | 担保余额（不含 | | 期预计额 | 是否有反 | | | | | 本次担保金额） | | 度内 | 担保 | | 浙江龙盛染料化工 | | | | | | | | 有限公司（以下简称 | 24,000 | 万元 | 313,132.23 | 万元 | 是 | 否 | | "浙江染化"） | | | | | | | | 浙江鸿盛化工有限 | | | | | | | | 公司（以下简称"浙 | 30,000 | 万元 | 269,989.91 | 万元 | 是 | 否 | | 江鸿盛"） | | | | | | | | 浙 ...

Core Viewpoint - Zhejiang Longsheng announced the extension of its 2021 employee stock ownership plan by five years, now set to last until February 19, 2031, following a meeting of stakeholders [1] Group 1 - The first meeting of the 2021 employee stock ownership plan holders took place on February 10, with four stakeholders present [1] - The total shares represented at the meeting amounted to 208.55 million, which constitutes 100% of the total shares [1] - The proposal to extend the plan's duration was approved by the tenth board of directors in its fifth meeting [1]

基础化工 | 证券研究报告 — 行业点评 2026 年 2 月 11 日 强于大市 染料价格上行，一体化企业 有望受益 1 月中旬以来，还原物等染料中间体价格连续上涨，推动染料价格上行。染料 行业供给集中，高安全、环保监管推动行业格局持续优化，当前价格处于历 史较低水平，成本压力有望进一步向下游传导，份额稳定、拥有相关中间体 配套的企业有望充分受益。维持行业强于大市评级。 支撑评级的要点 投资建议 ◼ 染料价格处于底部区间，成本端变化、严监管等外部因素或促进行业景气 度改善。行业集中度较高，且安全监管、环保政策等因素或对已有产能形 成制约，份额稳定、安全环保投入较高、产业链配套齐全的龙头企业有望 受益。推荐：浙江龙盛，建议关注：闰土股份。 评级面临的主要风险 ◼ 下游需求不及预期；环保与安全生产风险；行业竞争加剧。 相关研究报告 《化工行业 2026 年度策略》20260128 中银国际证券股份有限公司 具备证券投资咨询业务资格 基础化工 证券分析师：余嫄嫄 (8621)20328550 yuanyuan.yu@bocichina.com 证券投资咨询业务证书编号：S1300517050002 证券分析师：赵 ...

Group 1 - The stock price of Yongyue Technology (603879) has shown a downward trend over the past week, closing at 6.30 yuan on February 11, 2026, with a daily decline of 1.72% and a trading volume of 67.65 million yuan, indicating a net outflow of 13.72 million yuan from main funds [1] - Year-to-date, the stock has decreased by 11.02%, with a 5-day decline of 0.47% and a 20-day decline of 8.83%, underperforming the market (Shanghai Composite Index up 0.09%) and the basic chemical sector (up 1.40%) [1] - The technical analysis shows that the current stock price is near the lower Bollinger Band (support at 6.09 yuan, resistance at 6.81 yuan), with the MACD indicator remaining negative, indicating short-term pressure on the stock [1] Group 2 - The chemical industry has recently become a market focus, with sub-sectors like disperse dyes showing active performance due to a price surge [1] - On February 11, dye leader Zhejiang Longsheng announced price increases for certain products, coupled with stricter environmental policies and favorable export tax rebate policies, leading UBS to report an improvement in the supply-demand dynamics of the chemical industry, predicting an upward cycle from 2026 to 2028 [1] - As a company in the basic chemical-synthetic resin sector, Yongyue Technology's main business, unsaturated polyester resin (accounting for 99.79% of revenue), may benefit indirectly from the industry's improved outlook, although its drone business (accounting for 0.16%) continues to face sluggish sales [1]

2月11日，三大指数涨跌不一，创业板指、科创50指数跌超1%。截至收盘，沪指涨0.09%，深成指跌0.35%，创业板指跌1.08%。 板块来看，化工板块近期反复走强，玻纤概念快速拉升，有色金属板块表现活跃。下跌方面，影视院线概念集体下挫。 全市场超3200只个股下跌。沪深两市成交额较上一个交易日缩量1213亿元，时隔31个交易日首度跌破2万亿元。 今天是蛇年倒数第三个交易日，也是本周周中，这样的时点往往对应着春节行情前最后的"混沌期"。 A股全天成交额仅20010亿元（沪深两市合计19843亿元），创下2026年以来的新低——流动性不充裕，让市场从开盘起，就陷入了分 歧。 高标该不该、敢不敢接力？低吸又该选哪个方向？这些都成了谜题。 比如昨日集体大涨的影视、传媒、游戏等板块，早间高开后迅速低走，仅掌阅科技、欢瑞世纪、德才股份等少数"幸存者"录得3连板。 近期本来就表现不佳的AI硬件，也遭遇资金出逃，如中际旭创、新易盛等权重股盘中一度放量大跌，午后又收回部分跌幅。 | 名称 | 涨跌幅 | 成交额 ▼ | 年初至今 | | --- | --- | --- | --- | | 中际旭创 | -4.28% | 21 ...

Group 1 - Chemical ETF rose by 2.10%, outperforming the Shanghai Composite Index by 2.01 percentage points [1] - PTA production cut confirmed by Xin Feng Ming, with 2.5 million tons of PTA capacity being taken offline, indicating a tightening supply which supports the recovery of PTA profit margins [1] - Gotion High-Tech signed a strategic cooperation memorandum with BASF to focus on next-generation solid-state battery technology, with expectations for small-scale production of all-solid-state batteries by CATL in 2027 [1] - Zhejiang Longsheng raised the price of disperse dyes by 2000 yuan/ton, marking a potential turning point in the industry due to supply discipline and cost anchoring [1] Group 2 - The 14th Five-Year Plan will promote carbon peak measures, with restrictions on high-energy-consuming products expected to be implemented, indicating a clearer turning point for the chemical industry [2] - The real estate sector is showing signs of stabilization, particularly in first-tier cities, which may lead to a gradual recovery in the industry, highlighting investment opportunities in the chemical real estate chain [2] - The CSI sub-industry chemical theme index (000813) rose by 2.32%, with significant gains in stocks such as Xinzhou Bang (up 8.16%) and Tongkun Co. (up 7.82%) [2] Group 3 - As of January 30, 2026, the top ten weighted stocks in the CSI sub-industry chemical theme index (000813) accounted for 44.82% of the index, including Wanhua Chemical and Yilong Co. [3]

Market Overview - The A-share market showed mixed performance on February 11, with the Shanghai Composite Index closing up by 3.61 points, a 0.09% increase, while the Shenzhen Component Index fell by 49.69 points, down 0.35%, and the ChiNext Index decreased by 35.80 points, down 1.08% [1] - The total trading volume of the Shanghai and Shenzhen markets fell below 2 trillion yuan for the first time in 31 trading days, with over 3,200 stocks declining [1] Sector Performance - The chemical sector has shown strong performance recently, with stocks like Jihua Group hitting the limit up for four out of five days, and other companies such as Taihe New Materials and Baichuan Co. also reaching the limit up [1] - The glass fiber sector experienced a surge, with leading companies like International Composites and China Jushi hitting the limit up due to price increases for electronic cloth [1] - The non-ferrous metals sector was active, particularly tungsten concepts, with Xianglu Tungsten Industry hitting the limit up [1] - The tourism sector declined, with Haikan Co. dropping over 11% [1] Price Increase Themes - The strongest market theme was the "price increase," with small metals, dyes, and electronic cloth driving the surge in the non-ferrous metals and chemical sectors [2] - The non-ferrous metals sector saw significant gains, particularly in gold, zinc, and copper, driven by global supply chain restructuring and the rise of emerging industries [2] - The chemical and dye sectors continued to rise, with Zhejiang Longsheng's dye prices increasing by 5,000 yuan per ton [2] Emerging Themes - The electronic cloth theme emerged strongly, with International Composites and China Jushi both hitting the limit up [3] - The commercial aerospace sector showed signs of recovery, with companies like Zengsheng Technology hitting the limit up, supported by upcoming rocket launches and a commercial aerospace industry development conference [3] - The computing power leasing concept also saw gains, with Nanjing Xingsheng hitting the limit up, driven by positive sentiment from Cloudflare's strong performance in the US market [3] Institutional Insights - Minsheng Securities noted that the market is likely to shift towards small and medium growth stocks as the holiday effect approaches, suggesting to seize opportunities before the Spring Festival [4] - BlackRock's CIO emphasized that the continuation of the A-share bull market depends on four conditions, including liquidity, profit realization, policy support, and reduced geopolitical risks [4] - China Galaxy Securities highlighted the potential for significant box office releases during the upcoming Spring Festival, while also noting advancements in AI video tools that could empower the film industry [4]

Group 1: Industry Overview - The dye industry is experiencing a price surge, with several companies increasing the prices of disperse dyes starting from early February 2026. For instance, Zhejiang Longsheng raised the price of disperse dye black by 5000 yuan/ton, while Runtao Co. also increased the price by approximately 5000 yuan/ton during the same period [1] - The core driving force behind this price increase is the soaring prices of upstream key intermediates, which have risen from 25,000 yuan/ton to 38,000 yuan/ton, marking an increase of over 50% [1] - The dye industry has been included in the "14th Five-Year Plan" as a key focus area, with policies emphasizing green transformation, which may boost overall sentiment in the chemical sector [1] Group 2: Company Specifics - Ningbo Color Masterbatch, primarily engaged in color masterbatch (used for plastic coloring), has a low correlation with direct dye products, necessitating attention to the sector's interconnected effects [1] - In the recent week (February 5 to 11, 2026), Ningbo Color Masterbatch's stock price fluctuated within a range of 2.45%, with a trading volume of 21.67 million yuan and a closing price of 23.87 yuan on February 11, reflecting a daily increase of 0.63% [2] - The stock's technical indicators show it is in a consolidation phase, with a 20-day Bollinger Band resistance at 26.29 yuan and support at 22.35 yuan; the MACD indicator remains in negative territory, while the KDJ indicator's J line has risen to 93.32, indicating short-term momentum improvement [2]