1月9日， 阿克苏诺贝尔印度公司（Akzo Nobel India）宣布，任命Parth Jindal为新任董事长，立即生效，这标志着被JSW Paints收购后领导层发生了重大转 变。根据公司的监管文件，该任命须经股东批准。 在2025年底，JSW Paints完成收购了阿克苏诺贝尔印度公司74.76%的股份，交易最高对价为898.61亿印度卢比（约合10.5亿美元）。随后，该公司还向公 开市场发出收购另外25.24%股份的公开要约，最高出价392.91亿卢比（约合4.5亿美元）， 总计超过1291.52亿卢比（约合15亿美元或104亿元人民币）， 从而成为印度涂料行业第四大企业，增强了JSW在印度竞争激烈的涂料市场的地位。 分析认为， JSW Paints通过收购阿克苏诺贝尔印度公司将大大增强抢占印度快速增长的涂料市场机遇的能力。涂料是印度一个快速增长的市场，目前市场 规模估值高达 8000亿卢比（约89亿美元）。不过，建筑涂料是占据了绝大部分市场，约77%的份额，增长主要由快速的城市化、政府基建计划以及居民 消费升级所驱动。而由于印度工业制造较弱，释放的工业涂料市场需求较少，不过正在快速增长。 目前， ...

股票交易异常波动公告 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法律责任。 重要内容提示： ● 三棵树涂料股份有限公司（以下简称"公司"或"本公司"）股票于2026年1月19日、1月20日、1月21日 连续三个交易日内日收盘价格涨幅偏离值累计超过20%，根据《上海证券交易所交易规则》的有关规 定，属于股票交易异常波动情形。 ● 经公司自查，并书面征询控股股东及实际控制人，截至本公告披露日，确认不存在应披露而未披露的 重大事项或重要信息。 ● 公司董事会确认，公司日常经营活动正常，不存在影响公司股票交易价格异常波动的重大事项。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603737 证券简称：三棵树 公告编号：2026-002 三棵树涂料股份有限公司 经公司核实，公司未发现对公司股票交易价格可能产生重大影响的媒体报道或市场传闻，未涉及市场热 点概念。 （四）其他股价敏感信息 经公司核实，公司未发现其他有可能对公司股价产生较大影响的重大事件，公司董事、高级管理人员、 控股股东在公司股票交易异常波动期间未买卖公司股票。 ...

三棵树公告，公司股票连续三个交易日内日收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动 情形。经核实，公司目前生产经营活动正常，内外部经营环境未发生重大变化，前期披露信息无需更正 或补充。公司及控股股东、实际控制人不存在应披露而未披露的重大信息或重大事项筹划。公司未发现 媒体报道、市场传闻或热点概念对股价产生重大影响的情况。公司董事、高管及控股股东在股票交易异 常波动期间未买卖公司股票。 ...

Core Viewpoint - The stock of Sankeshu increased by 5.02% on January 21, reaching a price of 50.81 yuan per share, with a trading volume of 538 million yuan and a turnover rate of 1.49%, resulting in a total market capitalization of 37.489 billion yuan [1] Company Overview - Sankeshu Co., Ltd. is located in Putian City, Fujian Province, and was established on July 17, 2003. The company was listed on June 3, 2016. Its main business includes the research, production, and sales of architectural coatings (wall coatings), wood coatings, waterproof materials, flooring materials, insulation materials, integrated boards, and base materials [1] - The revenue composition of the main business is as follows: engineering wall paint 30.87%, base and auxiliary materials 29.79%, home decoration wall paint 27.07%, waterproof membranes 7.91%, others 2.32%, and decorative construction 2.04% [1] Shareholder Information - Among the top ten circulating shareholders of Sankeshu, a fund under Penghua Fund ranks as a significant shareholder. The Penghua CSI Sub-Industry Chemical Theme ETF Link A (014942) entered the top ten circulating shareholders in the third quarter, holding 4.4417 million shares, which accounts for 0.6% of the circulating shares. The estimated floating profit today is approximately 10.7933 million yuan [2] - The Penghua CSI Sub-Industry Chemical Theme ETF Link A (014942) was established on March 8, 2022, with a latest scale of 728.091 million yuan. Year-to-date return is 8.68%, ranking 1218 out of 5542 in its category; the one-year return is 52.83%, ranking 1024 out of 4243; and since inception, the return is 0.44% [2] Fund Performance - The fund manager of the Penghua CSI Sub-Industry Chemical Theme ETF Link A (014942) is Yan Dong. As of the report date, Yan Dong has a cumulative tenure of 6 years and 311 days, with total fund assets of 21.796 billion yuan. The best fund return during his tenure is 456.3%, while the worst return is -43.26% [3] - Another fund under Penghua, the Penghua Leading One-Year Holding Mixed A (011574), holds Sankeshu as its second-largest heavy stock, with 112,400 shares held in the third quarter, unchanged from the previous period, accounting for 9.46% of the fund's net value. The estimated floating profit today is approximately 273,200 yuan [4] - The Penghua Leading One-Year Holding Mixed A (011574) was established on June 22, 2021, with a latest scale of 22.081 million yuan. Year-to-date return is 7.93%, ranking 1734 out of 8844; the one-year return is 40.36%, ranking 2839 out of 8091; and since inception, the return is 48.16% [4] Fund Manager Information - The fund manager of the Penghua Leading One-Year Holding Mixed A (011574) is Liu Yujiang. As of the report date, Liu has a cumulative tenure of 4 years and 309 days, with total fund assets of 4.2997 million yuan. The best fund return during his tenure is 39.41%, while the worst return is -27.87% [5]

Core Insights - The event held on January 18, 2026, in Suzhou marked the launch of the "1+N" strategy by the company, emphasizing its commitment to upgrading its business model and contributing to the national strategy of "suitable living" [1][3] - The "1+N" ecological model focuses on a core product of coatings while extending into various service scenarios and ecological resources, transforming the traditional single service into a comprehensive home renovation service [1][7] Company Strategy - The company aims to open over 10,000 stores by 2026 and 30,000 by 2030, reflecting its ambition to lead the transformation of the Chinese home furnishing industry and expand its global presence [3] - The launch of 15 community renovation stores in Suzhou represents a significant step in implementing the "1+N" strategy, enhancing service accessibility within a three-kilometer radius of core communities [5][8] Market Impact - The "1+N" strategy has transitioned from traditional product delivery to a one-stop space renovation solution, addressing the demand for improved living environments while aligning with green and low-carbon development principles [7] - The company's rapid expansion has reached over 300 cities nationwide, showcasing its strong market appeal and brand influence [5] Future Vision - The company is committed to enhancing home health, beautifying cities, and improving quality of life, with a focus on user-centered services and ecological support [7] - The new community service model aims to closely integrate with residents' needs, providing quick responses and comprehensive responsibility, thereby contributing to urban renewal and enhancing living quality [8]

三棵树1月20日大宗交易平台共发生2笔成交，合计成交量315.72万股，成交金额1.50亿元。成交价格均 为47.51元，相对今日收盘价折价1.80%。从参与大宗交易营业部来看，机构专用席位共出现在1笔成交 的买方或卖方营业部中，合计成交金额为4751.00万元，净买入4751.00万元。 | 成交量 | 成交金额 （万元） | 成交价格 （元） | 相对当日收盘折 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | | | 溢价（%） | | | | 215.72 | 10248.86 | 47.51 | -1.80 | 国泰海通证券股份有 | 中信证券股份有限公 | | | | | | 限公司总部 | 司福建分公司 | | 100.00 | 4751.00 | 47.51 | -1.80 | 机构专用 | 中信证券股份有限公 司福建分公司 | 进一步统计，近3个月内该股累计发生4笔大宗交易，合计成交金额为2.49亿元。 （文章来源：证券时报网） 据天眼查APP显示，三棵树涂料股份有限公司成立于2003年07月17日，注册资本73 ...

"小伙伴们，我们的适航认证拿到手了。" 最近，温岭一家企业收到了中国民航局的民用航空用化学产品设计生产批准函。这也是国产航空涂料领域的全国 首张"通行证"，标志着企业可以为国产大飞机C919等机型供货。 浙江鱼童新材料股份有限公司总经理 曾超：航空涂料是所有涂料细分领域当中最高端的要求。这个证书拿到之后 象征着我们可以打破外资企业对这个领域的垄断，我们非常有成就感。 据了解，目前全国有4000多架民航飞机，涂装材料均从国外进口。为攻克技术难点，企业投入近千万元进行专项 攻坚。6年时间里，研发人员筛选了数百种原料，设计了超百个配方，开展了上千次验证，扛住了高空强辐射、极 端温差、高湿盐雾等考验。 浙江鱼童新材料股份有限公司工程师 于春波：我们整个实验过程的精确度要求非常高，以底漆膜厚为例，比我们 常用的面巾纸还要薄一点。 目前，企业优化生产工艺后，产品成本降低了20%，交付周期也从半年压缩到了半个月。接下来，企业将聚焦民 航维修保养、低空经济衍生市场以及国产大飞机配套三大赛道，加速研发新产品。 "小伙伴们，我们的适航认证拿到手了。" 最近，温岭一家企业收到了中国民航局的民用航空用化学产品设计生产批准函。这也是国 ...

Group 1 - The company has a product line, Lighthouse Coatings, that serves the aerospace sector [2] - The revenue generated from aerospace-related products constitutes a small portion of the company's total operating income [2]

Group 1 - The chemical sector continues to show strong performance, with the chemical ETF (516020) reaching a closing price that marks a new high since August 2022, closing up 1.27% on January 20, 2026 [1][9] - Notable individual stocks within the sector include Sanhe Tree, which hit the daily limit, and Luxi Chemical, which surged by 8.89%, while Satellite Chemical, Hengli Petrochemical, and Tongcheng New Materials all rose over 6% [1][10] - Since the beginning of 2025, the chemical ETF has seen a cumulative increase of 54.34%, significantly outperforming major indices such as the Shanghai Composite Index (22.73%) and the CSI 300 Index (19.92%) [1][13] Group 2 - The chemical ETF has attracted significant capital inflow, with over 5.8 billion yuan in net subscriptions over the last five trading days and more than 11 billion yuan over the last ten trading days [4][12] - A recent policy from the Ministry of Industry and Information Technology aims to promote zero-carbon factory construction by 2030, which may lead to stricter regulations on new chemical projects and limit new capacity in the petrochemical sector [4][12] - Analysts suggest that the chemical industry is currently in a weak performance phase, but certain sub-sectors, such as lubricants, have exceeded expectations, indicating potential investment opportunities in glyphosate, fertilizers, and high-dividend assets [5][14] Group 3 - The chemical ETF (516020) tracks the CSI Sub-Industry Chemical Theme Index, with nearly 50% of its holdings concentrated in large-cap leading stocks like Wanhua Chemical and Salt Lake Industry, while the other half includes leading stocks in various sub-sectors [5][14] - The ETF provides a more efficient way to invest in the chemical sector, especially for those looking to capitalize on the sector's rebound [5][14]

Core Viewpoint - Beixin Building Materials (000786.SZ) has indicated that its subsidiary, Lighthouse Paint, provides products for the aerospace sector, although the sales revenue from this segment constitutes a very small proportion of the company's total operating income [1]. Group 1 - The company has a product line, Lighthouse Paint, that serves the aerospace industry [1] - The revenue generated from the aerospace-related products is minimal compared to the overall revenue of the company [1]