12月31日，远翔新材跌1.07%，成交额4396.15万元。两融数据显示，当日远翔新材获融资买入额366.73 万元，融资偿还545.78万元，融资净买入-179.05万元。截至12月31日，远翔新材融资融券余额合计 8218.42万元。 融资方面，远翔新材当日融资买入366.73万元。当前融资余额8200.61万元，占流通市值的5.59%，融资 余额超过近一年80%分位水平，处于高位。 截至9月30日，远翔新材股东户数7290.00，较上期减少17.99%；人均流通股4223股，较上期增加 22.78%。2025年1月-9月，远翔新材实现营业收入3.62亿元，同比增长4.29%；归母净利润6515.25万元， 同比增长95.58%。 分红方面，远翔新材A股上市后累计派现1.83亿元。近三年，累计派现1.57亿元。 机构持仓方面，截止2025年9月30日，远翔新材十大流通股东中，诺安多策略混合A（320016）位居第 四大流通股东，持股46.05万股，相比上期增加17.57万股。 责任编辑：小浪快报 融券方面，远翔新材12月31日融券偿还1800.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.0 ...

Core Viewpoint - Tianyuan Co., Ltd. is accelerating its capacity expansion with a new project for producing 100,000 tons of chlorination titanium dioxide, involving a total investment of 1.483 billion yuan, which is expected to enhance its market competitiveness and support its transition to high-value new materials [1][2][6]. Group 1: Expansion Plans - The new chlorination titanium dioxide project will be built on existing company land, minimizing additional land acquisition costs and construction time [2]. - This project is a key part of the company's "one body, two wings" strategy, aimed at increasing overall titanium dioxide production capacity and optimizing product structure [2][3]. Group 2: Financial Performance - In the first three quarters of 2025, the company reported revenues of 8.49 billion yuan, a year-on-year decrease of 14.89%, while net profit attributable to shareholders reached 31.69 million yuan, a significant increase of 132.63% [1][4]. - The improvement in profitability is attributed to product structure optimization, effective cost control, and positive contributions from non-recurring gains [4]. Group 3: Research and Development - Over the past five years, the company has invested a total of 427 million yuan in R&D, with annual expenditures showing a consistent upward trend [5]. - The company has developed multiple technological reserves in chlorination titanium dioxide process optimization, comprehensive utilization of phosphate resources, and lithium battery material research, which support business expansion [5]. Group 4: Market Position and Strategy - The chlorination method has become the mainstream production process for titanium dioxide, with competitors like Longbai Group and Luban Chemical also expanding their capacities [3]. - The new project is expected to help Tianyuan Co., Ltd. break the monopoly of foreign companies in the high-end chlorination titanium dioxide market and enhance the international competitiveness of domestic brands [3][6].

Group 1 - The company expects a net profit increase of over 50% for the fiscal year 2025, with the performance period from January 1, 2025, to December 31, 2025 [1] - The company reported a production of approximately 4.9 million tons of potassium chloride and 46,500 tons of lithium carbonate, with sales figures of about 3.81 million tons and 45,600 tons respectively [2] - The price of potassium chloride has risen compared to the previous year, while lithium carbonate prices have shown volatility but are recovering in the second half of the year, contributing to the overall growth in performance [2] Group 2 - The company has successfully passed the re-examination for high-tech enterprise qualification, which will allow it to recognize deferred tax assets, further boosting net profit [2] - The financial data in the performance forecast has not been audited by a registered accounting firm, and the company has communicated with the accounting firm regarding significant matters without major disagreements [1][2]

Core Viewpoint - Tianyuan Group Co., Ltd. is actively expanding its production capacity and financial strategies while managing operational challenges in its subsidiaries [4][5][6]. Group 1: Trading Information - On December 31, 2025, Tianyuan shares closed at 5.43 yuan, down 1.99%, with a turnover rate of 1.7%, trading volume of 221,800 shares, and a transaction amount of 121 million yuan [1]. - On the same day, the net outflow of main funds was 12.858 million yuan, accounting for 10.65% of the total transaction amount, while retail investors saw a net inflow of 6.7811 million yuan, representing 5.62% of the total [2]. Group 2: Company Announcements - The company’s board approved an investment of 148.281 million yuan by its wholly-owned subsidiary to construct a 100,000-ton annual production capacity titanium dioxide project, with a construction period of 24 months and a payback period of 6.26 years [4]. - The board also approved a proposal to provide a guarantee for a 75 million yuan new policy financial tool loan application, with the controlling shareholder providing a joint liability guarantee [2][7]. - The company decided to cease operations of its subsidiary, Vietnam Tianxiang New Materials Technology Co., Ltd., starting January 1, 2026, due to ongoing losses since its operation began in 2024 [5]. - The board approved an increase in the risk margin for commodity futures hedging from 150 million yuan to 250 million yuan, allowing for cyclical use within the authorized period [3][8]. Group 3: Subsidiary Operations - The subsidiary Yunnan Tianli Coal Chemical Co., Ltd. signed a contract for a gas power generation project, which will utilize gas resources from Changneng Coal Mine, with a contract duration of 20 years [6][7]. - The project aims to prioritize electricity supply for the coal mine's own use, with excess power sold to the grid, contributing to resource utilization and cost reduction [7].

本报阿拉善1月4日电 （记者 刘宏章 通讯员 础鲁）日前，位于阿拉善盟阿拉善右旗的博源阿拉善塔木素 天然碱开发利用二期项目正式建成投产。 博源阿拉善塔木素天然碱开发利用项目于2020年6月开工建设，规划建设规模为年产780万吨纯碱、200 万吨小苏打。项目一期建设年产500万吨纯碱、40万吨小苏打装置，于2023年6月建成投产；二期建设年 产280万吨纯碱、40万吨小苏打装置及120万吨小苏打碳回收综合利用项目，于2023年底启动。随着二期 项目的建成投产，纯碱和小苏打年产能将突破1000万吨，预计年产值超120亿元、贡献税收超20亿元。 据了解，该项目是博源深耕天然碱开采加工40多年取得的重大成果，在工艺技术创新、设备大型化、管 理数智化等方面实现了新突破。博源阿拉善塔木素天然碱开发利用项目是博源发展的核心，二期项目的 建成，标志着博源打造世界级纯碱基地的目标取得了决定性成果。 （来源：内蒙古日报） 转自：内蒙古日报 ...

纯苯苯乙烯月报 | 2026-01-04 纯苯需求维持弱势，苯乙烯仍等待开工回升 纯苯与苯乙烯观点 市场要闻与重要数据 EB进出口量及海外开工情况：苯乙烯月度进口量18836吨，同比-69.00%；苯乙烯月度出口量23688吨，同比 +5780.29%。12月欧美EB检修量级缩小，海外供应压力回升，然而前期11月汽油裂差回升滞后传导至海外EB价格 表现尚可，中国EB出口签单有所回升，亦是EB港口累库周期迟迟未兑现的影响因素之一；但海外成品油裂解价差 12月以来持续回落，预计海外EB支撑有限。 EB月度供应及新增产能：苯乙烯月度产量1457526吨，同比+13.93%；苯乙烯工厂开工率70.70%（+1.57%）。存量 装置检修方面，苯乙烯存量装置检修峰值已过，但开工回升速率仍偏慢，卫星石化于12月中复工，但渤化12月下 旬短停，镇海利安德及中化泉州仍等待1月底复工兑现情况，京博持续停车，苯乙烯开工回升慢于预期，亦是下一 轮苯乙烯库存回建周期迟迟未有兑现的影响因素之一。新增产能方面，国恩化学20万吨/年的EB/PO装置已于12月 上旬投产。总体看，1月苯乙烯开工回升速率仍可控。 EB下游产量情况及库存表现：EP ...

格隆汇1月4日丨振华股份(603067.SH)公布，拟向不特定对象发行可转换公司债券的募集资金总额不超 过人民币87,800.00万元（含本数），扣除发行费用后，募集资金将投资于5,000吨/年维生素K3联产7.4万 吨/年铬绿项目、50万吨/年硫酸联产5万吨/年铬粉项目、补充流动资金及偿还银行贷款项目。 ...

2025年12月31日，盐湖股份发布2025年度业绩预告，预计公司全年净利润实现大幅增长，归属于上市公司股东的净利润同比增幅最高可达90.65%，扣除 非经常性损益后的净利润同比最高增长100.66%。 2025年12月31日，盐湖股份发布2025年度业绩预告，预计公司全年净利润实现大幅增长，归属于上市公司股东的净利润同比增幅最高可达90.65%，扣除 非经常性损益后的净利润同比最高增长100.66%。 业绩预告显示，2025年1月1日至12月31日期间，盐湖股份归属于上市公司股东的净利润预计为829,000万元至889,000万元，上年同期该数据为466,311.65万 元，同比增长77.78%至90.65%；扣除非经常性损益后的净利润预计为823,000万元至883,000万元，较上年同期的440,051.86万元增长87.02%至100.66%；基 本每股收益预计为1.56元/股至1.69元/股，上年同期为0.8812元/股。 对于业绩大幅增长的原因，盐湖股份表示主要有两方面因素。 一方面，公司主营业务保持稳健发展，2025年氯化钾产量约490万吨，销量约381.43万吨；碳酸锂产量约4.65万吨，销量 ...

格隆汇1月4日丨海正生材(688203.SH)公布，截至2025年12月31日，公司通过上海证券交易所交易系统 以集中竞价交易方式已累计回购公司股份195.5万股，占公司目前总股本202,678,068股的比例为0.96%， 回购成交的最高价为15.98元/股，最低价为7.76元/股，支付的资金总额为人民币21,236,979.47元(不含印 花税、交易佣金等交易费用)。 ...

新京报贝壳财经讯 1月4日，和邦生物发布公告称，2025年12月30日，公司与工行乐山五通桥支行签订 《最高额保证合同》，为全资子公司和邦农科提供1.30亿元连带责任保证，期限至2028年12月31日，无 反担保。截至2025年12月31日，公司及子公司对外担保总额72.79亿元，占最近一期经审计净资产的 39.08%，无逾期担保。 ...