A 股代码 600295 A 股简称 鄂尔多斯 编号：临 2025-018 B 股代码 900936 B 股简称 鄂资 B 股 内蒙古鄂尔多斯资源股份有限公司 关于参加内蒙古辖区上市公司 2025 年投资者 网上集体接待日活动情况的公告 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。 一、投资者网上集体接待日活动召开情况 内蒙古鄂尔多斯资源股份有限公司（以下简称为"公司"）于 2025 年 7 月 监局、内蒙古上市公司协会与深圳市全景网络有限公司联合举办的"2025 年内 蒙古辖区上市公司投资者集体接待日活动"。公司董事兼总经理张磊先生、董事 兼董事会秘书郭升先生、财务总监刘建国先生针对公司发展的经营业绩、发展规 划等投资者关心的问题与广大投资者进行交流和沟通，在信息披露允许的范围内 就投资者普遍关注的问题进行了回答。 二、交流的主要问题及本公司的回复情况 本次活动中投资者提出的主要问题及回复整理如下： （一）公司一直坚持高分红回报投资者，这也是我们小股民能一直坚持持有 公司股票的原因。在此，也感谢公司管理层的努力！请问：1、 ...

Core Viewpoint - The company has decided to postpone the expected production dates for its fundraising projects due to actual project conditions, ensuring that this decision does not adversely affect its operations or violate regulations [2][3]. Group 1: Meeting Details - The company's ninth supervisory meeting was held on June 27, 2025, with all five supervisors present, complying with relevant laws and regulations [2]. - The meeting reviewed and approved the postponement of the expected production dates for two key fundraising projects [2]. Group 2: Fundraising Projects - The "Tianye Huixiang 250,000 tons of ultra-pure alcohol-based fine chemical project" and "22.5 million tons of high-performance resin raw material project" are significant for the company's green and efficient resin circular economy industry chain [2]. - Due to public health events and regional control measures, the construction progress of the fundraising projects has been delayed, leading to a revised expected production date of no later than June 2025 for the first project and June 2026 for the second project [2][3]. Group 3: Financial Management - The company plans to use up to 200 million yuan of temporarily idle funds from the convertible bonds for cash management, investing in low-risk financial products with a term not exceeding 12 months [3][4]. - This decision aims to enhance the efficiency of fund utilization and generate additional investment returns for shareholders [4][5].

一、募集资金基本情况 申万宏源证券承销保荐有限责任公司 关于新疆天业股份有限公司募集资金投资项目延期 的核查意见 申万宏源证券承销保荐有限责任公司（以下简称"申万宏源承销保荐"、 "保 荐机构"）作为新疆天业股份有限公司（以下简称"上市公司"、"新疆天业"、 "公司"）2022 年公开发行可转换公司债券的保荐机构，根据《上市公司募集 资金监管规则》《上海证券交易所上市公司自律监管指引第 1 号——规范运作》 等有关规定，对新疆天业募集资金投资项目延期进行了核查，核查情况如下： （二）本次募投项目延期原因 经中国证券监督管理委员会《关于核准新疆天业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〕785 号）核准，公司向社会公众公开发 行可转换公司债券 3,000 万张，每张面值 100 元，按面值发行，发行总额 300,000 万元，共计募集资金 300,000 万元，减除发行费用 36,226,037.84 元（不含税）后， 募集资金净额为 2,963,773,962.16 元。上述资金于 2022 年 6 月 29 日到位，已经 天健会计师事务所（特殊普通合伙）验证并出具了天健验〔2022 ...

商 品 研 究 2025 年 6 月 27 日 PVC：短期偏强，但上方空间有限 请务必阅读正文之后的免责条款部分 1 陈嘉昕 投资咨询从业资格号：Z0020481 chenjiaxin023887@gtjas.com 【基本面跟踪】 PVC 基本面数据 09合约期货价格 华东现货价格 基差 9-1月差 4871 4750 -121 -73 资料来源：隆众资讯，国泰君安期货研究 【现货消息】 本期国内 PVC 现货市场价格窄幅调整，幅度在 10-30 元/吨。国内 PVC 现货市场供需基本面未有变动， 本周企业检修增加产量略减，下游市场需求淡季，行业库存维持高位，外贸出口交付为主，盘面市场受黑色 等板块强势波动影响拉高，然市场成交维持清淡。 【市场状况分析】 原油价格仍偏强，乙烯法成本支撑，PVC 短期偏强。基本面看，当前西北氯碱一体化仍有利润，PVC 高 产量，高库存的结构难以缓解，因此市场后期仍会做空氯碱利润。 高产量的结构短期难以改变：PVC 检修量低于 2023 年同期，高产量格局持续。一方面氯碱成本下滑， 另一方面 2025 年烧碱需求支撑尚可，维持较高利润，氯碱产业链以碱补氯，这也加大了 PVC ...

维持"25 天原 K1" 信用等级为 AAA，评级展望为稳定。 特此公告 联合资信评估股份有限公司 评级总监： 二〇二五年六月二十五日 声 明 一、本报告是联合资信基于评级方法和评级程序得出的截至发表之日的 独立意见陈述，未受任何机构或个人影响。评级结论及相关分析为联合资信 基于相关信息和资料对评级对象所发表的前瞻性观点，而非对评级对象的事 实陈述或鉴证意见。联合资信有充分理由保证所出具的评级报告遵循了真 实、客观、公正的原则。鉴于信用评级工作特性及受客观条件影响，本报告 在资料信息获取、评级方法与模型、未来事项预测评估等方面存在局限性。 二、本报告系联合资信接受宜宾天原集团股份有限公司（以下简称"该 公司"）委托所出具，除因本次评级事项联合资信与该公司构成评级委托关 系外，联合资信、评级人员与该公司不存在任何影响评级行为独立、客观、 公正的关联关系。 宜宾天原集团股份有限公司 www.lhratings.com 联合〔2025〕5320 号 联合资信评估股份有限公司通过对宜宾天原集团股份有限公司 主体及其相关债券的信用状况进行跟踪分析和评估，确定维持宜宾 天原集团股份有限公司主体长期信用等级为 AA+， 三 ...

6月20日，上交所网站发布最新消息，青岛海湾化学股份有限公司（以下简称"海湾化学"）上交所主板IPO终止，原因为公司及保荐机构中信证券申请撤回 申报／保荐。 据了解，上海证券交易所于2023年2月28日依法受理了海湾化学首次公开发行股票并在沪市主板上市的申请文件，并按照规定进行了审核。 海湾化学原本拟在沪市主板公开发行股票不超过25，344．99万股（不含采用超额配售选择权发行的股票数量），占发行后总股本的比例不超过发行后总 股本的15％，且不低于发行后总股本的10％；原拟募集资金300，000．00万元，拟用于3×7．5万吨／年环氧氯丙烷绿色循环经济项目（一期）、15万吨 ／年环氧树脂项目、40万吨／年乙烯氧氯化氯乙烯扩建项目、补充流动资金。 日前，海湾化学和保荐人中信证券股份有限公司分别向上交所提交了《青岛海湾化学股份有限公司关于撤回首次公开发行股票并在主板上市申请文件的申 请》和《中信证券股份有限公司关于撤回青岛海湾化学股份有限公司首次公开发行股票并在主板上市申请文件的申请》，申请撤回申请文件。根据《上海 证券交易所股票发行上市审核规则》第六十三条的有关规定，上交所决定终止对海湾化学首次公开发行股票并在 ...

上海证券交易所于2023年2月28日依法受理了海湾化学首次公开发行股票并在沪市主板上市的申请文件，并按照规定进行了审核。 日前，海湾化学和保荐人中信证券股份有限公司分别向上交所提交了《青岛海湾化学股份有限公司关于撤回首次公开发行股票并在主 板上市申请文件的申请》和《中信证券股份有限公司关于撤回青岛海湾化学股份有限公司首次公开发行股票并在主板上市申请文件的 申请》，申请撤回申请文件。根据《上海证券交易所股票发行上市审核规则》第六十三条的有关规定，上交所决定终止对海湾化学首 次公开发行股票并在沪市主板上市的审核。 中国经济网北京6月22日讯上交所网站2025年6月20日发布关于终止对青岛海湾化学股份有限公司(以下简称"海湾化学")首次公开发行 股票并在沪市主板上市审核的决定。 海湾化学原拟募集资金300,000.00万元，用于3×7.5万吨/年环氧氯丙烷绿色循环经济项目(一期)、15万吨/年环氧树脂项目、40万吨/年 乙烯氧氯化氯乙烯扩建项目、补充流动资金。 | 序号 | 募集资金投资项目 | 项目投资规模 | 拟使用募集资金规模 | | --- | --- | --- | --- | | | 3×7.5 万吨/ ...

Core Viewpoint - Qingdao Bay Chemical Co., Ltd. has withdrawn its application for an initial public offering (IPO) on the Shanghai Stock Exchange, leading to the termination of the review process for its stock listing [1][3]. Company Overview - Qingdao Bay Chemical was established in September 1999, originally as a state-owned enterprise, and has a registered capital of approximately 144 million yuan [3]. - The main shareholders include Qingdao Bay Group and Qingdao State Investment, with the company focusing on the development, production, and sales of chlor-alkali chemicals, organic chemical raw materials, and high polymer new materials [5]. IPO Process - The company initially disclosed its prospectus in January 2023, aiming to raise 3 billion yuan through the IPO [3]. - The Shanghai Stock Exchange issued its first round of inquiries in July 2023, but the company has not responded, leading to multiple suspensions of the review due to outdated financial data [3][5]. Financial Performance - Revenue figures for Qingdao Bay Chemical over the years are as follows: approximately 7.04 billion yuan in 2019, 6.05 billion yuan in 2020, 13.03 billion yuan in 2021, and 6.96 billion yuan in the first half of 2022 [5][6]. - Net profits for the same periods were approximately 485 million yuan, 301 million yuan, 2.08 billion yuan, and 1.01 billion yuan, respectively [5][6]. - The company has a history of significant cash dividends, distributing around 741 million yuan in 2019, 508 million yuan in 2020, 481 million yuan in 2021, and 1.58 billion yuan in the first half of 2022 [6]. Future Projections - For 2022, the company expects revenue between 12.445 billion yuan and 14.410 billion yuan, with a projected decline in net profit of 47.85% to 39.62% due to rising raw material prices [7].

Core Viewpoint - Qingdao Gulf Chemical Co., Ltd. has had its IPO review status changed to "terminated" due to the withdrawal of its listing application by the company and its sponsor [1] Group 1: Company Overview - Gulf Chemical's main business includes the research, production, and sales of chlor-alkali chemicals, organic chemical raw materials, high polymer new materials, and inorganic silicon products [1] - The company has established a production capacity of 850,000 tons/year for ethylene-based PVC, 500,000 tons/year for styrene, 200,000 tons/year for polystyrene, 555,000 tons/year for caustic soda, and 160,000 tons/year for sodium metasilicate [2] - Gulf Chemical ranks first in domestic ethylene-based PVC production capacity according to the China Chlor-Alkali Industry Association [2] Group 2: Financial Performance - The company's revenue for the years 2019, 2020, 2021, and the first half of 2022 was approximately 7.038 billion, 6.053 billion, 13.028 billion, and 6.962 billion RMB respectively [2] - The net profit for the same periods was approximately 485 million, 301 million, 2.076 billion, and 1.006 billion RMB respectively [2][3] - As of June 30, 2022, the company's revenue was 696.23 million RMB, and the net profit was 100.56 million RMB [3]

Core Viewpoint - The document outlines the underwriting and issuance process for Ningxia Yinglite Chemical Co., Ltd.'s stock issuance to specific investors, detailing the roles of the underwriters and the company's compliance with relevant regulations [1][18]. Group 1: Issuer Information - Ningxia Yinglite Chemical Co., Ltd. was established in November 1996 and is listed on the Shenzhen Stock Exchange under the stock code 000635 [5]. - The company has a registered capital of 303,486,737 RMB and operates in the chemical production sector, including hazardous chemicals and general chemical products [6][7]. Group 2: Underwriter Details - CITIC Securities is the underwriter for this issuance, with Yang Xuele and Xu Xingwen designated as the lead underwriters, both having extensive experience in managing public offerings [3][4]. - The underwriting team has a strong track record, having previously managed significant IPOs and private placements [3][4]. Group 3: Issuance Details - The issuance involves offering A-shares to no more than 35 specific investors, including the controlling shareholder, Yinglite Group [14][22]. - The pricing for the shares will be based on the average stock price over the 20 trading days prior to the issuance date, ensuring it does not fall below the net asset value per share [22]. Group 4: Financial Performance - As of March 31, 2025, the total assets of the company were reported at 266,184.15 million RMB, with total liabilities of 164,021.86 million RMB, indicating a debt ratio of approximately 61.62% [9][10]. - The company reported a net profit of -8,223.50 million RMB for the first quarter of 2025, reflecting ongoing financial challenges [10]. Group 5: Compliance and Governance - The underwriting process has undergone rigorous internal review and compliance checks, ensuring adherence to the Company Law and Securities Law of the People's Republic of China [11][15]. - The underwriter has committed to maintaining transparency and integrity throughout the issuance process, with no conflicts of interest identified [11][16].