截至11月27日收盘，磷化工概念上涨1.40%，位居概念板块涨幅第9，板块内，39股上涨，万盛股份涨 停，晨化股份、聚石化学、清水源等涨幅居前，分别上涨8.23%、4.76%、4.74%。跌幅居前的有粤桂股 份、宏达股份、雅克科技等，分别下跌1.98%、1.01%、0.98%。 今日涨跌幅居前的概念板块 | 000422 | 湖北宜 | 0.97 | 3.80 | -186.53 | -0.31 | | --- | --- | --- | --- | --- | --- | | | 化 | | | | | | 600727 | 鲁北化 | 0.43 | 0.84 | -209.63 | -6.68 | | | 工 | | | | | | | 四川美 | | | | | | 000731 | 丰 | 0.15 | 1.18 | -289.48 | -6.67 | | | 和邦生 | | | | | | 603077 | 物 | 0.00 | 1.44 | -412.67 | -1.51 | | | 川恒股 | | | | | | 002895 | 份 | 0.32 | 1.38 | -434.97 | -1.5 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 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、交易概述 为了进一步增加磷矿资源储备，提高磷矿石供给能力，强化磷产业链优势，经成都云图控股股份有限公 司（以下简称"公司"）第七届董事会第三次会议审议批准，公司以增资扩股方式参股四川马边晟隆矿业 有限公司（以下简称"晟隆矿业"）49%的股权，并以晟隆矿业为实施主体，合作开发位于四川乐山市马 边彝族自治县的二坝磷铅锌矿（以下简称"二坝磷矿"），内容详见公司2025年9月24日刊登于《中国证 券报》《证券时报》《上海证券报》和巨潮资讯网（http://www.cninfo.com.cn）上的公告（公告编号： 2025-047）。 二、二坝磷矿采矿权过户的进展情况 晟隆矿业于2025年9月16日通过司法拍卖，成功竞得原属四川马边中益矿业发展有限公司的二坝磷矿采 矿权及相关资产。近日，公司接到通知，晟隆矿业已完成二坝磷矿采矿权的转让变更登记，取得了四川 省自然资源厅核发的《中华人民共和国不动产权证书（采矿权）》。后续，晟隆矿业将加快推进矿山及 相关资产的交接，有序开展 ...

前10个月云南新签约亿元以上项目845个 同比增长24.4% 来源：中国新闻网 中新网昆明11月26日电 (陈静)记者26日从2025年全省招商引资工作新闻发布会获悉，1至10月，全省新 签约产业招商项目数同比增长12.4%，协议总投资同比增长17.8%；新签约亿元以上项目845个，同比增 长24.4%。 云南省投资促进局党组书记、局长王迅介绍，今年以来，全省上下锚定"3815"战略发展目标，聚焦发展 壮大资源经济、园区经济、口岸经济，全力以赴抓招商、引项目、促落地，全省招商引资保持稳中求 进、结构优化、活力增强的良好态势。 1至10月，云南招商引资项目实现量的合理增长与质的有效提升，全省新签约世界500强、中国500强、 民营500强企业投资项目342个，引进京东、农夫山泉、圆通等知名企业在滇投资；新签约高新技术企业 及专精特新"小巨人"企业投资项目211个，优质企业加速聚集。 前十个月，云南产业链招商与标志性项目一体谋划、协同推进的成果更为丰硕，绿色铝、磷化工、有色 和稀贵金属、中药材产业新签约项目共计超200个。新兴产业快速崛起，储能产业新签约项目103个，到 位资金占全省到位资金的8.5%，成为投资新 ...

Group 1 - The company is progressing with the construction of the Jigongling phosphate mine, which is expected to produce engineering ore by 2026 and commence production in the second half of 2027 [2] - The Laozhaizi phosphate mine is anticipated to produce engineering ore by the second half of 2026, with production expected to start by the end of 2027 [2]

澄星股份公告称，近日与中国银行江阴分行等组成的银团签署《流动资金银团贷款合同》，贷款额度总 计不超5亿元，其中4亿元为期限不超1年的短期贷款，年利率3%；1亿元为期限不超2年的中期贷款，为 首期利率为1年期LPR减基点的浮动利率。贷款用于置换及偿还留债。贷款以股权质押和土地使用权抵 押担保，需追加办妥相关手续。公司此前已获批2025年度综合授信及担保额度，本次贷款在额度内，可 降低财务费用。 ...

川恒股份（002895.SZ）11月26日在投资者互动平台表示，公司控股的鸡公岭磷矿建设正常进行，预计 2026年可产出工程矿，2027年下半年投产；老寨子磷矿预计2026年下半年可产出工程矿，2027年底投 产。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请介绍一下公司各磷矿的建设进度情况，哪些进展超 预期？哪些进展受阻？2027年能如期投产吗？ ...

化工板块今日（11月26日）震荡盘整。反映化工板块整体走势的化工ETF（516020）早盘持续低位震荡，随后有所拉升，截至发稿，场内价格涨 0.13%。 成份股方面，民爆制品、钾肥、磷化工等板块部分个股涨幅居前。截至发稿，广东宏大大涨超4%，亚钾国际、盐湖股份双双涨超3%，宏达股份、扬农 化工、藏格矿业等多股跟涨超1%。 | 分时 多日 | | 1分 5分 15分 30分 60分 | | 日 12 | | | F9 盘前盘后 餐加 九转 画线 工具 | 6 2 > | 化. | 1 | 516020 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.781 | | | 13:22 价 0.777 | | | : 0.001(0.13%) 均价 0.774 成交量 256 IOPV 0.7774 | | 0.6699 | 0 -7 | | +0.001 +0.13% | | 0.779 | | | | | | | | 0.33% | SSE CNY | 13:22:37 交易中 | 十八郎 之 版 | ...

Core Viewpoint - The chemical sector is currently experiencing a phase of consolidation, with the chemical ETF (516020) showing slight upward movement after initial low-level fluctuations, indicating potential investment opportunities in specific sub-sectors like ammonium explosives, potash, and phosphate chemicals [1][4]. Group 1: Market Performance - The chemical ETF (516020) saw a price increase of 0.13% during the trading session, reflecting a slight recovery in the sector [1][2]. - Key stocks in the sector, such as Guangdong Hongda, Yada International, and Salt Lake Co., have shown significant gains, with Guangdong Hongda rising over 4% [1][2]. Group 2: Industry Insights - The chemical industry is positioned at a dual bottom in terms of valuation and profitability, with expectations of demand improvement due to the Federal Reserve's potential interest rate cuts and stabilization in global political conditions [1][3]. - Cost pressures are anticipated to ease, with oil and coal prices expected to remain under pressure, leading to weaker cost support for chemical products [1][3]. - The construction of new projects in the basic chemical sector is projected to decline by 12.4% year-on-year in the first half of 2025, indicating a tightening supply situation [1][3]. Group 3: Investment Recommendations - Analysts suggest focusing on sectors that may benefit from supply-side improvements and have high profitability elasticity, such as pesticides, organic silicon, and polyester filament [3][4]. - The chemical ETF (516020) is recommended for investors looking to capitalize on the sector's rebound, as it tracks a comprehensive index covering various sub-sectors, with significant allocations to leading companies [4].

Core Viewpoint - The chemical industry is currently at a dual bottom in valuation and profitability, with potential for a turning point driven by anti-involution policies and a recovering demand environment [1] Group 1: Industry Performance - As of November 20, the chemical sector has seen a 37% increase, primarily driven by technology-related themes [1] - The basic chemical sector reported a net profit of 116 billion yuan for Q1-Q3 2025, reflecting a year-on-year increase of 7.45%, with varied performance across sub-sectors [1] - The supply side shows a 12.4% year-on-year decrease in the total amount of ongoing projects in the basic chemical sector for H1 2025 [1] Group 2: Demand and Supply Dynamics - The demand side is expected to improve due to the Federal Reserve's resumption of interest rate cuts and a stabilizing global political situation, with domestic exports and the automotive sector supporting demand [1] - The fertilizer sector anticipates a price increase for potash in 2026, with a tight supply-demand balance expected from 2026 to 2028 [2] - The refrigerant market is experiencing a steady increase in demand due to quota restrictions and the accelerated reduction of second-generation refrigerants [2] Group 3: Material and Technology Trends - The demand for high-performance new materials is accelerating, driven by AI and semiconductor needs, with a notable rise in demand for high-frequency and high-speed resins [3] - The semiconductor materials sector is focusing on domestic production to enhance supply chain security [3] - The cooling liquid market is evolving, with immersion cooling becoming a significant future direction due to increasing server power requirements [3] Group 4: Investment Recommendations - Recommended companies in the potash sector include Dongfang Tower, Yaqi International, and Salt Lake Co [4] - In the phosphochemical sector, suggested companies are Chuanheng Co, Yuntu Holdings, and Xingfa Group [4] - For refrigerants, companies like Juhua Co, Sanmei Co, and Yonghe Co are highlighted [4]

中化新网讯 近日，记者从芭田股份了解到，该公司全资子公司贵州芭田生态工程有限公司小高寨磷矿 设计规模由前期的200万吨/年变更为290万吨/年。 芭田股份表示，小高寨磷矿设计规模的扩大，有利于公司增大磷矿的产量并优化上下游产业链，进一步 实现磷化工一体化战略，扩大磷矿产能，促进磷精矿、高纯磷酸(盐)等磷化工新能源电池材料产业链的 总体提升，实现富矿多开采和磷资源的高效利用。 今年3月，芭田股份公告旗下小高寨磷矿启动扩建升级项目，其磷矿的采、选产能将分别提升至290万 吨/年、120万吨/年，并升级5G网络技术，打造智慧矿山。项目建成后小高寨磷矿总计建设规模达290万 吨/年，将满足市场对磷矿的持续增长需求，提升公司的竞争力和经济效益。 ...