事涉6年前的项目。 江苏证监局认为，一创投行作为鸿达兴业2019年可转债项目的保荐人，持续督导期间未勤勉尽责，涉嫌违反 《证券法》。 而保荐代表人范某源、宋某作为一创投行上述违法行为直接负责的主管人员，也难辞其咎。 被调查1个月后，证监会对第一创业全资子公司第一创业证券承销保荐有限责任公司（以下简称"一创投行"） 的立案调查已有结果。 12月7日，第一创业公告称，因一创投行涉嫌在鸿达兴业股份有限公司（以下简称"鸿达兴业"）2019年可转债 项目持续督导期间未勤勉尽责，中国证监会江苏监管局拟对一创投行责令改正，给予警告，罚没合计1698.11 万元；同时拟对两名保代给予警告，并分别处以150万元罚款。据悉，公司及相关人员享有陈述、申辩及要求 听证的权利。 自去年以来，多家券商投行因持续督导不到位而被罚，甚至有机构因此被罚暂停保荐业务半年。对券商投行而 言，上述一系列处罚表明，持续督导工作不再是"走过场"，而成为监管紧盯的关键环节。 公司回应以案为鉴 12月7日，第一创业发布公告，称在12月5日收到中国证监会江苏监管局《行政处罚事先告知书》。这距离公司 10月29日被立案调查仅过去37天。 江苏证监局表示，一创投 ...

Monetary Policy - The People's Bank of China announced a 1 trillion yuan reverse repurchase operation on December 5, 2025, to maintain liquidity in the banking system, with a term of 3 months (91 days) [2][4]. Industry Events - The 2025 European Society for Medical Oncology Asia Congress will be held in Singapore from December 5 to 7, 2025, focusing on high-level oncology education [2]. - The 2025 Second Phosphorus-Lithium Industry High-Quality Development Conference will take place in Guiyang, China, from December 5 to 7, 2025, with the theme "Innovation-Driven, Green Symbiosis" [2]. Company News - Angrui Microelectronics is set to launch its IPO today with a price of 83.06 yuan and a subscription limit of 3,500 shares, despite being unprofitable and having a price-to-sales ratio of 3.93 [2]. - Muxi Co., Ltd. is also launching its IPO today at a price of 104.66 yuan with a subscription limit of 6,000 shares, showing a high price-to-sales ratio of 56.35 and focusing on integrated GPU products [2]. - ST Xianhe will suspend trading on December 5 and resume on December 8, with its stock name changing from "ST Xianhe" to "Xianhe Environmental Protection" [12]. - Zhongwei Electronics is planning a change in control, leading to a suspension of trading starting December 5 [12]. - Kelun Pharmaceutical's subsidiary has established a strategic partnership with Crescent Biopharma for cancer treatment development, involving an upfront payment of $80 million and potential milestone payments of up to $1.25 billion [12]. - Beijie Te's subsidiary plans to acquire a controlling stake in Yunnan Wenye Nonferrous Metals Co., focusing on antimony mining and processing [12]. Market Trends - Chlorosulfonic acid prices have surged by 9.87% to 2,382 yuan per ton, marking a 66.69% increase from the previous month, driven by demand in lithium battery electrolyte production [7]. - The domestic recoverable rocket era is beginning, with significant advancements expected in the commercial space sector, including upcoming tests for reusable rockets [9]. - The first batch of AI phones from Doubao has sold out quickly, indicating strong market interest and potential for future AI-integrated hardware ecosystems [11].

Group 1 - Company plans to increase capital by $100 million to expand AI computing power high-end printed circuit board production in Thailand [2] - Bona Film Group states that the box office revenue for "Avatar 3" is currently unpredictable and the investment return rights ratio is low, which will not significantly impact short-term performance [3] - Zhongwei Electronics announces that its controlling shareholder is planning a change in company control, leading to a temporary stock suspension [4] Group 2 - Guotou Intelligent clarifies that its controlling shareholder has not established a subsidiary in Hubei, countering market rumors [5] - Junya Technology reports that its PCB products can be used in humanoid robots, but this segment contributes less than 0.05% to total revenue, thus not significantly affecting current performance [6] - Aerospace Machinery states that its main business does not involve commercial aerospace, confirming no undisclosed major information [7] Group 3 - Haike Xinyuan's second-largest shareholder plans to reduce its stake by up to 2.5% through asset management plans [9] - Sun Cable's third-largest shareholder intends to reduce its stake by up to 3% for operational needs [10] - Deyi Cultural's controlling shareholder plans to reduce its stake by up to 2% without affecting company control [11] Group 4 - China National Materials International signs a total contract worth 2.7 billion yuan for an engineering project [13] - Weiguang Biological plans to sign a technology cooperation contract for blood products worth approximately 113 million yuan [14]

证券日报网讯 12月4日，河化股份在互动平台回答投资者提问时表示，公司的尿素业务为尿素委托加工 销售，其他化工产品为根据客户需求进行定制加工的产品。 （文章来源：证券日报） ...

近日国内MMA市场价格稳中走软，交投气氛偏淡。月初工厂现货库存压力不大，但下游用户多消化合 约为主，现货采买意向不足，市场对后市缺乏信心，部分贸易商让价促进成交。截至12月2日华东一级 市场收盘均价9250元/吨，环比上月底下跌100元/吨，跌幅1.07%。当前行业开工负荷稳定，供应面相对 充足对价格较难支撑，叠加下游新订单跟进缓慢，供强需弱局面下，预计国内MMA市场窄幅偏弱运 行。 本文源自：卓创资讯 ...

每经AI快讯，有投资者在投资者互动平台提问：豆包近期联合中兴通讯发布了AI手机，请问未来AI手 机是否需要用LCP薄膜天线，或者使用LCP纤维制成的PCB电路板？ （文章来源：每日经济新闻） 普利特（002324.SZ）12月2日在投资者互动平台表示，公司是国内最早进行LCP材料研发和量产的企 业，LCP改性产品已经批量应用于多款手机连接器等精密零部件中。同时，公司LCP薄膜和纤维主要应 用于以高频高速信号传输为核心的通信和信号信息传输等产业中，随着新一代通信产业的建设和推广， 尤其是AI手机、AIPC、AI眼镜等智能终端的加速发展，对高频高速的需求将持续催化LCP相关材料的 应用，公司将通过从树脂到改性、再到薄膜及纤维的全产业链强化，为即将来临的AI时代提供坚实的 基础。 ...

Core Viewpoint - BASF has declared a force majeure on the supply of ethylene glycol and related derivative products from its production site in Antwerp, Belgium, due to a technical failure that caused a key production unit to unexpectedly shut down [1] Company Summary - The Antwerp facility is a crucial supply center for ethylene glycol in Europe and globally, essential for producing polyester fibers, resins, and antifreeze [1] - BASF has not provided a specific timeline for the resumption of production and will communicate with customers regarding future supply arrangements based on contractual terms [1] Industry Summary - The force majeure event occurs against a backdrop of high energy costs in Europe and already tight chemical production capacity, which is expected to exacerbate the supply shortage of ethylene glycol and related downstream products in the region [1] - Short-term price pressures for ethylene glycol in the European market are anticipated, potentially leading to a chain reaction impacting the polyester industry and other related sectors [1] - BASF's team is working diligently to resolve the issues and restore supply as quickly as possible [1]

Group 1: Industry Performance - The chemical sector indices showed positive performance with the chemical raw materials index rising by 3.25%, chemical machinery index increasing by 5.98%, pharmaceutical index up by 3.18%, and pesticide and fertilizer index climbing by 2.44% [1] - In contrast, the oil sector indices experienced declines, with the oil processing index down by 1.86% and the oil extraction index decreasing by 2.50%, while the oil trading index rose by 3.37% [1] Group 2: Commodity Prices - International crude oil prices experienced slight declines, with WTI settling at $58.55 per barrel, down 0.17% from November 21, and Brent settling at $63.20 per barrel, down 0.22% [1] - The top five rising petrochemical products included liquid chlorine up by 11.11%, octanol up by 7.85%, propane up by 6.57%, lithium battery electrolyte up by 6.48%, and recycled polyamide up by 5.61% [1] - The top five declining petrochemical products were polytetrafluoroethylene dispersion emulsion down by 7.41%, diethylene glycol down by 6.85%, tetrachloroethylene down by 6.19%, propylene oxide down by 4.77%, and butadiene down by 4.54% [1] Group 3: Capital Market Performance - The top five gaining listed chemical companies included Xinjinlu up by 41.04%, Daoming Optics up by 30.26%, Yuanli Technology up by 25.44%, Longpan Technology up by 23.77%, and Songjing Co. up by 19.91% [2] - The top five declining listed chemical companies were Guofeng Plastics down by 12.10%, Beihua Co. down by 11.59%, Tongcheng New Materials down by 7.60%, Xingye Co. down by 7.23%, and Tongyi Co. down by 6.88% [2]

Group 1 - The core viewpoint of the article highlights that Global New Materials International (06616) has seen a stock price increase of over 6%, currently at 8.5 HKD with a trading volume of 112 million HKD [1] - The company announced the acquisition of a 2.57% stake in the core business unit of Hongzun International, Qise Pearl, for 69.02 million RMB, to be paid through the issuance of 9.5716 million shares at a price of 8.01 HKD per share, equivalent to the closing price on November 28 [1] - Upon completion of the acquisition, the company will hold a 99.76% stake in Qise Pearl, which primarily engages in the production and sales of pearlescent pigments and mica functional fillers [1] Group 2 - Huayuan Securities has initiated coverage on the company, citing its advantages in pearlescent mica branding and synthetic mica production capacity, and has assigned a "Buy" rating [1]

Core Viewpoint - Environmental risks are increasingly becoming a significant operational risk for listed companies, impacting both their development and corporate image [2]. Group 1: Environmental Violations and Penalties - Guangdong Hai Feed's subsidiary, Zhanjiang Hairong Feed Co., was fined 250,000 yuan for exceeding the permitted emission concentration limits of sulfur dioxide and nitrogen oxides in boiler exhaust [2][3]. - The average calculated concentrations of sulfur dioxide and nitrogen oxides from Hairong's emissions were 443 mg/m³ and 472 mg/m³, exceeding the permitted limits by 1.215 times and 1.36 times, respectively [3]. - Junzheng Group was fined 90,000 yuan for not disposing of wastewater according to the regulations set in their discharge permit [6]. Group 2: Company Responses and Remediation Actions - Following the penalty, Guangdong Hai Feed stated that Hairong would comply with environmental information disclosure regulations and has established an internal management mechanism for environmental information [5]. - Hairong has initiated emergency response measures and conducted third-party monitoring, which confirmed compliance with emission standards after corrective actions were taken [5]. - Junzheng Group acknowledged the penalty and indicated they would investigate the situation, although no further response was received by the time of reporting [6]. Group 3: Broader Implications for Investors - The environmental risks associated with these companies could potentially affect the 690,700 shareholders linked to the five listed companies identified in the report [2]. - The increasing focus on ESG (Environmental, Social, and Governance) principles suggests that investors are becoming more attentive to companies' sustainable development capabilities [7].