| 纯 碱 | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 周度变化 日度变化 | 2025/5/6 | 2025/5/12 | 2025/5/13 | | | | 2025/5/6 | 2025/5/12 | 2025/5/13 | | 周度变化 日度变化 | | SA05合 约 | 沙河重碱 1330.0 | 1330.0 | 1330.0 | 0.0 | 0.0 | | 1281.0 | 1291.0 | 1262.0 | -19.0 | -29.0 | | 华中重碱 | 1290.0 | 1300.0 | 1300.0 | 10.0 | 0.0 | SA01合约 | 1337.0 | 1305.0 | 1282.0 | -55.0 | -23.0 | | 华南重碱 | 1570.0 | 1570.0 | 1570.0 | 0.0 | 0.0 | SA09合约 | 1330.0 | 1318.0 | 1291.0 | -39.0 | -27.0 | | ...

Core Viewpoint - The company’s partner shareholding plan failed to meet the long-term development goals set for 2022-2024, resulting in a total of 0 shares being allocated to the partners under this plan [1][3][4] Summary by Sections Company Background - The company established a long-term development strategy for 2019-2024, focusing on high-quality growth and market expansion through a partner shareholding plan initiated in September 2019 [2] Performance Assessment - The company conducted a comprehensive assessment of the partner shareholding plan's long-term goals for 2022-2024, concluding that the set targets were not achieved, leading to a total of 0 shares being allocated [3][4] - The financial performance indicators for 2024 included a revenue target of a compound annual growth rate (CAGR) of at least 10%, which was met with a 12.69% CAGR, while the return on equity (ROE) fell short, ranking only at the 60th percentile compared to industry peers [4][5] Impact on Financials - The failure to meet the long-term goals will not significantly impact the company's management or daily operations, and it will not harm the interests of the company or its shareholders [1][7] - The previously recognized share-based payment expenses will be reversed, positively affecting the company's profits for 2025, with the exact impact to be determined by the final audit [7][8] Future Outlook - The company plans to enhance its incentive mechanisms and optimize its target management system to stimulate team vitality and focus on core business development [7][8]

Group 1 - The company plans to purchase Directors, Supervisors, and Senior Management Liability Insurance for all independent directors to mitigate legal risks and responsibilities associated with their roles [1][2] - The purpose of the insurance is to enhance the company's risk management mechanisms, allowing independent directors to perform their duties more effectively and confidently, thereby protecting the interests of the company and its investors [1][2] - The board of directors has proposed to authorize the management to handle the insurance purchase, including selecting the insurance company and determining coverage limits and premiums [2] Group 2 - The proposal has been reviewed and approved by the board's governance and human resources committee, as well as the board and supervisory committee meetings, ensuring that independent directors recused themselves from voting on the matter [2]

二、关于终止发行股份购买资产暨关联交易事项的审核意见 监事会认为：公司终止本次发行股份购买资产暨关联交易事项，是综合考虑 当前市场环境和标的公司实际情况等因素，并与相关各方在充分沟通及友好协商 的基础上，为切实维护上市公司和广大投资者利益作出的决定，不存在公司及相 关方需承担相关违约责任的情形。本次交易的终止不会对公司现有生产经营活动 造成重大不利影响，不存在损害公司及中小股东利益的情形。监事会同意终止发 行股份购买资产暨关联交易事项。 一、关于公司事业合伙人计划长期权益归属的审核意见 监事会认为：公司董事会审议通过的《关于事业合伙人计划长期权益归属的 议案》，内容符合《关于上市公司实施员工持股计划试点的指导意见》等相关法 规以及《株洲旗滨集团股份有限事业合伙人持股计划（草案）》的规定。纳入长 期权益考核的事业合伙人名单及份额无误，考核依据充分，考核及归属结果符合 实际。本事项已履行了必要的决策程序。本事项不会对公司正常生产经营活动造 成重大不利影响，不存在损害公司及投资者利益的情形。监事会同意本次事业合 伙人计划长期权益归属事项。 株洲旗滨集团股份有限公司监事会 关于公司第五届监事会第三十八次会议相关事项的 ...

纯碱、玻璃日报 日期 2024 年 5 月 14 日 油） 021-60635738 lijie@ccb.ccbfutures.com 期货从业资格号：F3031215 021-60635737 renjunchi@ccb.ccbfutures.com 期货从业资格号：F3037892 硅）028-8663 0631 penghaozhou@ccb.ccbfutures.com 期货从业资格号：F3065843 行业 021-60635740 pengjinglin@ccb.ccbfutures.com 期货从业资格号：F3075681 021-60635570 liuyouran@ccb.ccbfutures.com 期货从业资格号：F03094925 021-60635730 lijin@ccb.ccbfutures.com 期货从业资格号：F3015157 021-60635727 期货从业资格号：F03134307 fengzeren@ccb.ccbfutures.com 能源化工研究团队 研究员：李捷,CFA（原油燃料 研究员：任俊弛（PTA、MEG） 研究员：彭浩洲（尿素、工业 研究员：彭婧霖（聚 ...

Group 1 - The stock of Anhui Delixi Daily Glass Co., Ltd. (stock code: 002571) experienced an abnormal fluctuation, with a cumulative closing price drop exceeding 20% over three consecutive trading days on May 9, 12, and 13, 2025 [1] - The company's board of directors conducted inquiries with major stakeholders, including the controlling shareholder, directors, supervisors, and senior management, to verify the situation regarding any undisclosed significant information [1] - The board confirmed that there are no undisclosed matters that should be disclosed according to the Shenzhen Stock Exchange's listing rules, nor any significant information that could impact the trading price of the company's stock [1]

璃以天然气，煤炭，石油为原材料制作的玻璃，整体利润小幅增加，主要原因来自于原材料成本下跌，产 数据来源于第三方，仅供参考。市场有风险，投资需谨慎！ 量整体保持平稳。需求端，个别企业灵活操作，下游拿货积极性一般。华南市场白玻价格维稳操作，下游 研究员: 王福辉 期货从业资格号F03123381 期货投资咨询从业证书号Z0019878 根据订单刚需采购为主，企业库存有所增加。目前期货价格已经毕竟生产成本价格，成本支撑可能会短期 免责声明 见效。操作上建议，玻璃主力合约2509，暂时观望,目前纯碱主力合约2509，暂时观望。 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 何保证，据此投资，责任自负。本报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明出处为 瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改。 纯碱玻璃产业日报 2025-05-13 | 项目类别 | 数据指标 最新 环比 数据指标 ...

Core Insights - The article highlights the significant role of financial support in enhancing the operational capacity and sales performance of private enterprises in Hebei province, particularly the Ruiheng Children's Toy Factory, which saw a 50% increase in production capacity and a rise in monthly sales from 800,000 to 1,500,000 yuan due to a 3 million yuan loan from China Construction Bank [1] Financial Support for Private Enterprises - The total loan balance for private enterprises in Xingtai reached 329.52 billion yuan by the end of February, marking a year-on-year growth of 17.05% [2] - Xingtai's financial institutions are increasingly directing resources towards private enterprises, focusing on sectors such as technological innovation, green low-carbon initiatives, and local specialty industries [2] Customized Financial Solutions - Xingtai has organized various bank-enterprise matchmaking events to address financing challenges faced by small and micro enterprises, allowing banks to tailor financing solutions to specific needs [2] - Hebei Deyuquan Dairy Co., Ltd. received a 20 million yuan loan within a week to support its expansion plans [2] Support for County-Level Industrial Clusters - The Xingtai government is facilitating collaboration between financial institutions and key counties to support the development of county-level industrial clusters, with a loan balance of 81.35 billion yuan for these clusters, reflecting a year-on-year increase of 29.83% [3] - Financial institutions are integrating deeply with industrial chains, as demonstrated by the Agricultural Bank of China providing a 48 million yuan loan for equipment purchase and additional credit support for related enterprises [3] Interest Rate Trends - Xingtai's financial institutions are working to lower loan interest rates, with the average interest rate for new corporate loans at 4.41% and for new inclusive small and micro enterprise loans at 4.45%, both showing a decrease compared to the previous year [4]

玻璃纯碱早报 | | | | | | | | | 研究中心能化团队 | | | 2025/5/13 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 玻 璃 | | | | | | | | | | | | | 周度变化 日度变化 | 2025/5/6 | 2025/5/9 | 2025/5/12 | | | | 2025/5/6 | 2025/5/9 | 2025/5/12 | | 周度变化 日度变化 | | FG09合约 | 沙河安全 1198.0 | 1194.0 | 1194.0 | -4.0 | 0.0 | | 1071.0 | 1034.0 | 1034.0 | -37.0 | 0.0 | | | 5mm大 板 | | | | | | | | | | | | FG01合约 | 沙河长城 1194.0 | 1185.0 | 1181.0 | -13.0 | -4.0 | | 1117.0 | 1078.0 | 1078.0 | -39.0 | 0.0 | | | 5mm大板 | | | | | | ...

企业库存上升，需求仍偏弱 摘 要： 供需关系：当前浮法玻璃企业利润较稳，本周有产线计划放水， 虽有企业存热修后产量恢复预期，整体来看，周内产量或将呈下降趋 势。浮法玻璃终端需求仍偏弱，下游深加工企业订单偏弱，浮法玻璃 企业库存上升。预计玻璃价格近期震荡偏弱，09合约上方压力1080 一线。建议短线逢高做空，注意止损。 宁证期货投资咨询中心 期货交易咨询业务资格： 宁证期货投资咨询中心 期货交易咨询业务资格： 证监许可【2011】1775 号 作者姓名：蒯三可 作者姓名：蒯三可 期货从业资格号：F3040522 期货从业资格号：F03040522 期货交易咨询从业证号：Z0015369 邮箱：kuaisanke@nzfco.com 风险提示：下游深加工企业订单回升超预期缓慢 请务必阅读正文之后的免责条款部分 1 证监许可【2011】1775 号 期货投资咨询从业证号：Z0015369 邮箱：kuaisanke@nzfco.com 电话：025-52865121 | 第1章 | 行情回顾 | 4 | | --- | --- | --- | | 第2章 | 价格影响因素分析 | 5 | | 第3章 | 行情展望与投 ...