北交所策略专题报告 北交所 ESG 信披体系再完善：聚焦绩优股，掘金 ESG 组合领先的超额收益 北交所研究团队 ——北交所策略专题报告 | 诸海滨（分析师） | 余中天（分析师） | | --- | --- | | zhuhaibin@kysec.cn | yuzhongtian@kysec.cn | | 证书编号：S0790522080007 | 证书编号：S0790525050003 | 事件：北交所增补三项环境议题指南，ESG 披露框架持续完善 2026 年 1 月 30 日，沪深北交易所修订发布《上市公司可持续发展报告编制指南》， 增补《第三号 污染物排放》《第四号 能源利用》《第五号 水资源利用》三项议 题指南。北交所于 2025 年 1 月 17 日首次发布《指南》及其附件《第一号 总体 要求与披露框架》《第二号 应对气候变化》。北交所表示，本次修订在保持原有 框架基础上，新增《第三号 污染物排放》《第四号 能源利用》《第五号 水资 源利用》三个应用指南，进一步细化环境维度披露要求，为上市公司提供更清晰、 可操作的披露指引。三份指南主要内容均分为相关风险和机遇评估、核算、披露 要点三大板块。《第 ...

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。 2016-2025年橡胶和塑料制品业企业数统计图 数据来源：国家统计局，智研咨询整理 上市公司：新纶新材（002341），神剑股份（002361），双象股份（002395），浙江众成（002522）， 双星新材（002585），道明光学（002632），国恩股份（002768），纳尔股份（002825），横河精密 （300539），美联新材（300586），南京聚隆（300644），泉为科技（300716），华信新材（300717） 相关报告：智研咨询发布的《2026-2032年中国塑料制品行业市场深度分析及投资规模预测报告》 2025年1-12月，橡胶和塑料制品业企业数（以下数据涉及的企业，均为规模以上工业企业，从2011年 起，规模以上工业企业起点标准由原来的年主营业务收入500万元提高到年主营业务收入2000万元）为 28486个，和上年同期相比，增加 ...

Core Viewpoint - The article highlights the recent patent acquisition by multiple companies under the "Plite" brand for a new type of polypropylene composite material designed for automotive dashboards, indicating innovation in the automotive materials sector [1][2]. Company Summaries - Shanghai Plite Composite Materials Co., Ltd. was established in 1999 and is based in Shanghai, primarily engaged in the rubber and plastic products industry. The company has a registered capital of 1,112.336248 million RMB and has invested in 23 enterprises, participated in 15 bidding projects, holds 30 trademark registrations, and has 758 patents along with 72 administrative licenses [1]. - Zhejiang Plite New Materials Co., Ltd. was founded in 2010 and is located in Jiaxing, focusing on the manufacturing of computers, communications, and other electronic devices. The company has a registered capital of 700 million RMB, has invested in 1 enterprise, participated in 58 bidding projects, holds 603 patents, and has 8 administrative licenses [1]. - Chongqing Plite New Materials Co., Ltd. was established in 2011 and is situated in Chongqing, primarily involved in the manufacturing of chemical raw materials and products. The company has a registered capital of 200 million RMB, participated in 11 bidding projects, holds 603 patents, and has 46 administrative licenses [2]. - Shanghai Plite Chemical New Materials Co., Ltd. was founded in 2010 and is based in Shanghai, focusing on the manufacturing of chemical raw materials and products. The company has a registered capital of 95.789474 million RMB, participated in 3 bidding projects, holds 16 trademark registrations, 453 patents, and has 77 administrative licenses [2].

登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码：600469 股票简称：风神股份 公告编号：临2026-004 风神轮胎股份有限公司 关于2025年度向特定对象发行A股股票结果 暨股本变动公告 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： 4、募集资金净额：1,094,734,822.32元 （3）2025年8月27日，公司召开第九届董事会第十三次会议，审议通过了《关于调整公司2025年度向特 定对象发行A股股票方案的议案》《关于修订〈公司2025年度向特定对象发行A股股票预案〉的议案》 等议案，董事会根据股东会的授权，对本次发行方案及发行预案中的发行决议有效期限相关事项进行了 调整。 ● 发行数量和价格 1、发行数量：160,583,941股 2、发行价格：6.85元/股 3、募集资金总额：1,099,999,995.85元 ● 预计上市时间 风神轮胎股份有限公司（以下简称"公司"）本次发行的新增股份已于2026年2月12日在中国证券登记结 算有限责任公司上海分公司办理完毕股份登记、托管及 ...

（编辑 姚尧） 证券日报网讯 2月13日，玲珑轮胎在互动平台回答投资者提问时表示，管理层高度重视股价表现与股东 期望之间的落差，并已就此进行了深刻反思与系统分析。近年来，部分新建生产基地未能按预期实现盈 利，对投资者信心产生一定影响，进而导致公司市值走势相对疲弱。在管理层责任方面，公司董事会已 建立完善的绩效考核与问责机制，管理层薪酬与公司长期价值紧密挂钩。公司将继续优化治理体系，强 化战略聚焦，提升经营效率，并加大与市场的沟通，以实实在在的业绩回报股东信任。公司坚信，通过 持续改革与创新，公司能够逐步克服当前挑战，重回健康发展轨道。 ...

Core Viewpoint - The stock performance of Xianghe Industrial (603500) has attracted attention due to capital flow and price volatility, with recent trading data indicating a mixed trend in stock price and investor participation [1][2]. Group 1: Stock Performance - On February 12, 2026, the closing price was 13.36 CNY, marking an increase of 0.98%, with a net inflow of 1.1183 million CNY in main funds and a total transaction volume of 53.9204 million CNY [1]. - As of February 13, 2026, the stock price rose to 13.39 CNY, reflecting a slight increase of 0.22%, with a cumulative increase of 0.37% over the past five days, although the price exhibited a fluctuation range of 6.48% [1]. Group 2: Capital Flow - On February 13, 2026, the main funds experienced a net inflow of 4.3601 million CNY, while retail investors showed a net outflow, indicating an increase in institutional participation [2]. Group 3: Price and Trading Activity - Over the past seven trading days (February 6 to February 13, 2026), the stock price fluctuated between 13.10 CNY and 13.52 CNY, with a single-day drop of 1.20% on February 10, followed by two consecutive days of recovery [3]. - Technical indicators such as MACD are showing weak signals, and the current stock price is approaching the upper Bollinger Band resistance level, with a moderate trading activity reflected in an average daily turnover rate of approximately 1.5% [3].

Group 1 - Fuda Alloy's controlling shareholder Wang Dawu plans to reduce his stake by up to 3% of the company's total shares, amounting to a maximum of 406.34 million shares, due to personal funding needs [1] - ST Songfa's subsidiary signed contracts for the construction of 17 vessels, with a total contract value between 1.6 billion to 1.8 billion USD [2] - Pairui Co. signed a technical cooperation agreement with a university to develop large-capacity power semiconductor devices and related power electronic modules, effective for three years [3] Group 2 - Shuangliang Energy indirectly participates in commercial aerospace projects, supplying heat exchangers for SpaceX's fuel production system, with orders totaling approximately 1.39 million CNY [4] - Hangya Technology plans to issue convertible bonds to raise up to 600 million CNY for various projects, including an intelligent manufacturing base in Malaysia [5] - Yuhua Development is publicly selling assets with a base price of 251 million CNY for residential properties [6] Group 3 - Penghui Energy plans to invest 2.1 billion CNY in a new battery production project in Zhengyang County, Henan Province, focusing on high-performance battery products [7] - Haige Communication's shareholder Yang Haizhou intends to reduce his stake by up to 0.1624% of the company's total shares [8] - Yaoshi Technology's controlling shareholder pledged 5.13% of shares to repay loans, with a pledge period from February 10, 2026, to February 2, 2027 [9][10] Group 4 - Hanyu Pharmaceutical received FDA approval for its drug Acetate Glatiramer Injection, used for treating relapsing multiple sclerosis [11] - Baiyao Tai's GoliMab Injection received EMA approval for various indications, including rheumatoid arthritis and ulcerative colitis [12] - Jiangxi Tungsten Equipment plans to issue A-shares to raise up to 1.882 billion CNY for acquisitions [13] Group 5 - Hesong New Materials expects to recognize asset impairment provisions between 23.6 million to 28.5 million CNY for 2025 [14] - ST Meichen's subsidiary is involved in two major lawsuits with a total amount of approximately 31.9 million CNY [15] - China Coal Energy reported a 7.3% year-on-year decline in coal sales for January 2026, with total sales of 20.05 million tons [16] Group 6 - Yida Co. plans to adjust its epoxy propylene derivative project, reducing the total investment from 845 million CNY to 642 million CNY [17] - Fosun Pharma's subsidiary received approval for a clinical trial of HLX15-SC for multiple myeloma treatment [18][19] - Yinfeng Communication's board members and executives have terminated their share reduction plan [20] Group 7 - Huazhong High-tech has waived its preferential purchase rights for a fund, extending the investment period from three to four years [21] - Warner Pharmaceuticals plans to participate in a national drug procurement program, with expected sales of 176 million CNY [22] - Changling Hydraulic announced a tender offer to acquire 12% of its shares at a price of 35.82 CNY per share [23] Group 8 - ST Chuan Zhi's stock may face delisting due to financial data falling below regulatory thresholds [24] - Tian Pharmaceutical and its subsidiaries are participating in a national drug procurement program, with expected sales of 323 million CNY [25] - China Metallurgical Group signed new contracts worth 73.65 billion CNY in January 2026 [26] Group 9 - Torus plans to invest 21.2 million CNY in a venture capital fund focused on artificial intelligence [27] - Shangwei Co. received a government subsidy of 1.764 million CNY, representing 10.79% of its net profit for 2024 [28] - Hanghua Co. reported a 21.97% decline in net profit for 2025, with total revenue of 1.249 billion CNY [29] Group 10 - Huaxia Bank reported a 1.72% decline in net profit for 2025, with total revenue of 91.914 billion CNY [30] - Guotou Fengle plans to transfer 51% of its stake in Hubei Fengle Ecological Fertilizer to optimize management [31] - Huaru Technology is co-investing in a fund with a total commitment of 20 million CNY [32] Group 11 - Jindike reported a loss of 173 million CNY for 2025, despite a 40.13% increase in revenue [33] - Zhenong Co. announced a 0.52% increase in shares held by a major shareholder [34] - Maike Audi plans to recognize asset impairment provisions of approximately 52.55 million CNY [35] Group 12 - Fuan Pharmaceutical's subsidiary is expected to be selected for a national drug procurement program, with projected sales of 680 million CNY [36] - Rundu Co. is participating in a national drug procurement program, with some products expected to be selected [37] - Changqing Co. has postponed its large-scale die-casting project to March 2027 due to customer requirements [38] Group 13 - Pan Asia Micro透 received a patent for a graphene-based automotive headlight defogging device [39] - Luan An Huan Neng reported a 17.1% increase in raw coal production for January 2026, totaling 5 million tons [40] - Guangji Pharmaceutical received a drug registration certificate for Mecobalamin Tablets [41] Group 14 - Ruifeng New Materials announced the resignation of its deputy general manager for personal reasons [42] - Zhiguang Electric's subsidiary signed a procurement contract for energy storage equipment worth 210.4 million CNY [43] - Youyan Powder Materials reported a 19.41% increase in net profit for 2025 [44] Group 15 - Jincheng reported a 22.2% increase in net profit for 2025, with total revenue of 253 million CNY [46]

Core Viewpoint - The company has received a patent for a graphene-based component aimed at improving automotive lighting defogging, which enhances its intellectual property portfolio and supports technological innovation [1] Group 1: Patent Details - The patent is titled "Graphene Carbon Heat Conductive Sheet and Reversible Desiccant Membrane Combination for Automotive Lighting Defogging" [1] - The patent number is ZL202510196939.8, with an application date of February 21, 2025, and an announcement date of January 30, 2026 [1] - The patent is granted for a duration of 20 years [1] Group 2: Impact on the Company - The patent is not expected to have a significant immediate impact on the company's operations [1] - It contributes to the enhancement of the company's intellectual property protection system [1] - The patent is anticipated to promote technological innovation and improve the company's core competitiveness [1]

Core Viewpoint - The company has received a granted invention patent from the National Intellectual Property Administration for a technology related to automotive lighting defogging, which reflects the company's core technological capabilities and enhances its intellectual property protection system [1] Group 1 - The patent is titled "Graphene Carbon Heat Conductive Sheet and Reversible Desiccant Membrane Combination for Automotive Lighting Defogging" [1] - The patent application date is February 21, 2025, and the authorization announcement date is January 30, 2026, with a validity period of 20 years [1] - Although the patent will not have a significant impact on the company's short-term operations, it is expected to promote technological innovation and enhance core competitiveness [1]

Core Viewpoint - The company has a significant backlog of orders in Guangxi and Sichuan, which supports future business development and focuses on key projects like Chengdu Metro Phase V, Sichuan-Tibet Railway, and Chengyu Middle Line High-speed Railway by 2026 [2] Group 1 - The company indicated that it will regularly disclose operational data related to its rail transit business [2] - Contracts or bid notifications exceeding 100 million yuan will be promptly announced [2]