化学原料及化学制品制造业

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游资、牛散入局爆炒!中毅达股价狂飙3倍,两度预警要申请停牌核查
Ge Long Hui A P P· 2025-05-27 05:21
Core Viewpoint - The stock of Zhongyida has experienced significant volatility, prompting multiple warnings from the company regarding potential suspension of trading due to abnormal price fluctuations and a disconnect from its fundamental performance [3][5][12]. Group 1: Stock Performance - Zhongyida's stock opened lower today, rebounding slightly but still closing down 3.73% at 15.49 CNY per share, with a total market capitalization of 16.59 billion CNY [1]. - Since March 10, the stock has seen a cumulative increase of 299.26%, with the lowest price in February being 3.95 CNY per share and a peak of 18.3 CNY per share this month [1][3]. - The company has issued 18 risk warning announcements since March 10, indicating ongoing concerns about stock price volatility [5]. Group 2: Company Warnings and Fundamentals - Zhongyida has announced that it may apply for a trading suspension if significant abnormal price movements continue, emphasizing that there have been no major changes in its fundamentals [3][5]. - The company is projected to incur losses in 2024, and its price-to-book ratio is significantly higher than the industry average, suggesting that the stock price is not aligned with its fundamental value [3][5]. Group 3: Market Dynamics and Price Trends - The recent surge in Zhongyida's stock price is linked to the rising prices of dipentene, which have increased from 20,000 CNY per ton last October to 80,000 CNY per ton, marking a 300% rise due to supply-demand imbalances [7][10]. - The leading producer, Hubei Yihua, is facing production capacity relocation due to environmental issues, which may lead to a contraction in dipentene supply [7][10]. - The demand for dipentene is also being driven by the rapid growth of PCB photopolymer inks, with the cost of dipentene being a minor component, resulting in lower price sensitivity from downstream users [10][12]. Group 4: Investor Activity - Notable retail investors and funds have been actively trading Zhongyida's stock, contributing to its price volatility [12][13]. - The top ten shareholders include several prominent retail investors, indicating strong interest and potential speculation in the stock [14].
击鼓传花再上演!近3倍大牛股披露停牌警告
券商中国· 2025-05-26 23:22
5月26日盘后,公司披露股价异动公告:"公司基本面没有发生重大变化,公司2024年度处于亏损状态,公司市 净率远高于行业平均水平。公司股价严重脱离公司基本面,存在市场情绪过热情形及较高的炒作风险。" 据财务数据,2023年、2024年,中毅达均处于亏损状态,净利润则分别亏损1.28亿元、1408.39万元。但今年第 一季度公司归母净利润约为1376.10万元,与上年同期-1039.22万元相比,实现扭亏。 公告中表示,如果未来赤峰瑞阳所处行业经营情况的不利情况未得到扭转,或者赤峰瑞阳的经营状况、盈利能 力没有达到预期,则可能存在继续计提商誉减值的风险。 "如后续公司股票交易进一步出现重大异常,为保护中小投资者合法权益,公司将依规申请停牌核查。敬请广 大投资者理性投资并注意投资风险。"公告提示风险称。 5月26日,近期的牛股中毅达在重挫两日后重整旗鼓,再度以近涨停价收盘,股价报收16.09元/股,涨幅高 达9.9%,全天成交额20.54亿元,换手率为18.78%。 受旗下产品季戊四醇的副产品双季戊四醇价格暴涨影响,以及散户与游资的击鼓传花愈演愈烈,中毅达股价从 3月10日至今涨幅已有近3倍,在26日盘后披露的风 ...
盐湖股份: 青海盐湖工业股份有限公司商品衍生业务风险管理办法
Zheng Quan Zhi Xing· 2025-05-26 11:22
General Overview - Qinghai Salt Lake Industry Co., Ltd. (referred to as "Salt Lake Co.") has established a risk management framework for its commodity derivatives business to enhance control mechanisms and operational processes [1][2][3] - The framework is designed to comply with national laws and regulations, focusing on risk prevention and avoiding speculative trading [1][2] Organizational Structure and Responsibilities - The Shareholders' Meeting and Board of Directors are responsible for overseeing the commodity derivatives business based on its scale [2] - The Marketing Committee serves as the decision-making body for managing commodity derivatives, with specific responsibilities for approving daily hedging plans [2][3] - The Sales Branch is the primary entity responsible for executing the carbon lithium commodity derivatives business and ensuring compliance [2][3] Management Content - The Supply Chain Department is tasked with providing professional support for futures trading and ensuring transaction records are confirmed [3][4] - The Audit and Risk Control Department is responsible for risk management, monitoring the matching of accounts, and reporting to management [3][4] - The Financial Department oversees the funding review and regulatory compliance related to commodity derivatives [3][4] Risk Management Processes - The framework includes comprehensive risk management processes that address market, credit, operational, and liquidity risks [10][11] - Market risk management focuses on monitoring price fluctuations and establishing risk limits for trading [10][11] - Credit risk management involves assessing the creditworthiness of trading partners and taking preventive measures against potential defaults [10][11] Reporting and Evaluation - Monthly and quarterly reports on commodity derivatives activities are required, covering execution status, risk assessments, and financial implications [20][21] - The reports must include analyses of market conditions, compliance issues, and the effectiveness of hedging strategies [20][21] Compliance and Supervision - The framework mandates regular inspections by relevant departments to ensure adherence to regulations and internal policies [12][13] - Any violations of laws or internal guidelines will result in accountability measures against responsible personnel [12][13]
大洋生物: 浙江大洋生物科技集团股份有限公司2024年年度权益分派实施公告
Zheng Quan Zhi Xing· 2025-05-26 11:18
本公司及董事会全体成员保证信息披露的内容真实、准确和完整,没有 虚假记载、误导性陈述或重大遗漏。 证券代码:003017 股票简称:大洋生物 公告编号:2025-046 浙江大洋生物科技集团股份有限公司 特别提示: 第 9 号—回购股份》等相关规定,浙江大洋生物科技集团股份有限公司(以下简 称"公司")通过回购专用证券账户持有的公司股份不享有参与本次权益分派的 权利,公司按照"分配比例保持不变对分配总额进行调整"原则,以公司权益分派 股权登记日总股本 84,000,000 股剔除回购股份 994,070 股后的 83,005,930 股为基 数,向全体股东每 10 股派发现金红利 3.00 元(含税),不派送红股,不使用公 积金转增股本。 利润分配,本次权益分派实施后,根据股票市值不变原则,实施权益分派前后公 司总股本保持不变,现金分红总额分摊到每一股的比例将减小。因此,本次权益 分派实施后除权除息价格计算时,每 10 股现金红利应以 2.964497 元计算(每 10 股现金红利=实际现金分红总额÷总股本*10=24,901,779÷84,000,000*10=2.964497 元【本数据保留六位小数,最后 ...
盐湖股份:拟向银团申请总额不超过18亿元的项目贷款
news flash· 2025-05-26 11:00
盐湖股份:拟向银团申请总额不超过18亿元的项目贷款 金十数据5月26日讯,盐湖股份公告,拟向由中国工商银行格尔木支行、国家开发银行青海省分行、中 国银行格尔木分行、中国农业银行格尔木分行、交通银行青海省分行五家金融机构组建的银团,申请总 额不超过18亿元的项目贷款,贷款期限为2年。 ...
四川美丰: 关于股份回购通知债权人的公告
Zheng Quan Zhi Xing· 2025-05-26 09:30
证券代码:000731 证券简称:四川美丰 公告编号:2025-26 四川美丰化工股份有限公司 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、通知债权人原因 四川美丰化工股份有限公司(以下简称"公司")于 2025 年 5 月 8 日召开第十届董事会第二十四次会议,审议通过了《关于回购 股份方案的议案》 ,详见公司于 2025 年 5 月 9 日在《中国证券报》 《上海证券报》 《证券时报》 《证券日报》及巨潮资讯网披露的《第 十届董事会第二十四次会议决议公告》 (公告编号:2025-16) 如果在回购期限内触及以下条件,则回购期限提前届满,回购 方案即实施完毕: 方案即实施完毕,亦即回购期限自该日起提前届满。 、《关 于回购股份方案的公告》 (公告编号:2025-18) 。本次回购方案已经 公司于 2025 年 5 月 23 日召开的 2024 年度股东会审议通过。 根据回购方案,公司将通过深圳证券交易所交易系统以集中竞 价交易方式回购公司部分社会公众 A 股股份,用于注销减少注册资 本。 本次回购资金总额不低于人民币 5,000 万元(含)且不超过人 ...
万华化学: 万华化学2025年度第四期科技创新债券发行结果公告
Zheng Quan Zhi Xing· 2025-05-26 08:15
Group 1 - The company has received approval from the China Interbank Market Dealers Association to register debt financing instruments, which will be valid for two years from the date of the notice [2] - The company plans to issue various debt products including super short-term financing bonds, short-term financing bonds, medium-term notes, perpetual notes, asset-backed notes, and green debt financing instruments [1][2] - The company successfully issued the fourth phase of its technology innovation bonds on May 22, 2025, with a total issuance amount of 600 million yuan and an interest rate of 1.88% [2] Group 2 - The bonds have a maturity of three years, with the interest starting from May 23, 2025, and repayment due on May 23, 2028 [2] - The bonds were rated AAA by United Ratings Co., Ltd., and the main underwriter for this issuance was Industrial Bank Co., Ltd. [2]
鼎际得1年1期亏损 拟发可转债2022年上市国泰海通保荐
Zhong Guo Jing Ji Wang· 2025-05-26 06:45
鼎际得2022年8月18日在上交所主板上市,发行数量为3,336.6667万股,全部为新股,无老股转让,发行 价格为21.88元/股,保荐机构(主承销商)为海通证券股份有限公司(现名"国泰海通证券股份有限公司"), 保荐代表人为丁尚杰、陈邦羽。 鼎际得首次发行募集资金总额为73,006.27万元,募集资金净额为65,690.27万元。鼎际得2022年7月18日 披露的招股书显示,公司募集资金计划用于"年产15000吨烷基酚、15000吨抗氧剂项目"、"年产125吨聚 烯烃催化剂装置新建项目"、"年产300吨聚烯烃催化剂、13000吨改性剂、7000吨预混剂、6500吨抗氧剂 项目"、"补充流动资金项目"。 中国经济网北京5月26日讯鼎际得(603255)(603255.SH)2024年年度报告显示,2024年,公司实现7.81 亿元,同比增长3.20%;归属于上市公司股东的净利润-1213.21万元,同比减少119.77%;归属于上市公 司股东的扣除非经常性损益的净利润-1214.64万元,同比减少120.29%;经营活动产生的现金流量净额 1.34亿元,同比增长18.42%。 | | | | - 14.1 ...
股市必读:元利科技(603217)5月23日主力资金净流出496.22万元
Sou Hu Cai Jing· 2025-05-25 20:28
Trading Information Summary - On May 23, Yuanli Technology (603217) closed at 17.13 yuan, up 1.6%, with a turnover rate of 1.12% and a trading volume of 23,300 shares, amounting to 39.8366 million yuan [1] - On the same day, the fund flow situation was as follows: - Net outflow of main funds was 4.9622 million yuan; - Net inflow of speculative funds was 1.2013 million yuan; - Net inflow of retail funds was 3.7609 million yuan [1][3] Company Announcement Summary - Yuanli Chemical Group Co., Ltd. announced the progress of providing guarantees for its wholly-owned subsidiary, Weifang Yuanli New Materials Co., Ltd., with a guarantee amount of 460 million yuan [1] - As of the announcement date, the company had provided a total guarantee of 0 yuan for the subsidiary, with no overdue guarantee matters, and this guarantee does not have a counter-guarantee [1] - The company signed an "Irrevocable Guarantee Letter" with China Merchants Bank Weifang Branch, providing a joint liability guarantee for Weifang Yuanli with a guarantee amount of 460 million yuan [1] - The company’s board of directors approved the guarantee for the subsidiary's bank loan application at the annual shareholders' meeting held on May 16, 2025 [1] - Weifang Yuanli was established on November 11, 2021, with a registered capital of 100 million yuan, and its total assets as of December 31, 2024, were approximately 828.18 million yuan, with total liabilities of approximately 341.59 million yuan and a net asset of approximately 486.59 million yuan [1] - The operating income for Weifang Yuanli in 2024 was approximately 9.18 million yuan, with a net loss of approximately 18.33 million yuan [1] - The total amount of external guarantees provided by the company is 460 million yuan, accounting for 14.01% of the latest audited net assets, with an actual external guarantee balance of 0 yuan, accounting for 0% of the latest audited net assets, and no overdue external guarantees [1]
未征集到符合条件意向投资方 三友化工子公司终止公开挂牌事项
Zheng Quan Shi Bao Wang· 2025-05-23 11:14
5月23日晚间三友化工(600409)公告,因公开挂牌公告期间,未征集到符合条件的意向投资方,公司 控股子公司唐山三友硅业股份有限公司(下称"三友硅业")将终止相关挂牌事项。 2025年2月三友化工曾披露,为积极落实"向海洋转身、向绿色转型、向高质量转变"发展战略,加快构 建"三链一群"产业布局,促进有机硅产业快速发展,控股子公司三友硅业拟通过公开挂牌方式引入不超 过2名投资者(含2名)进行现金增资扩股,拟募集资金总额不超过2亿元(含本数)。 2024年该公司实现营业收入213.61亿元,利润总额8.31亿元,归属净利润4.99亿元。期内公司生产纯碱 334.01万吨、粘胶短纤维82.02万吨、PVC41.17万吨,烧碱50.91万吨、有机硅环体16.11万吨。 对于三友硅业通过现金增资扩股方式引入外部投资者的原因,三友化工也表示,本次增资有利于增强三 友硅业资金实力,满足其后续发展资本性支出及运营支出的资金需求,加快有机硅新材料产业发展。而 且通过引入外部投资者有利于带来战略协同效应,进一步优化公司产业布局和资源配置,增强核心竞争 力。 同时,三友硅业本次增资扩股引入外部投资者,可优化其股权结构,提升市场化 ...