提升群众的获得感、幸福感、安全感，白英表示，辽阳将坚持投资于物和投资于人紧密结合，用心用情 办好11件民生实事，加快建设好房子、好小区、好社区、好城区和美丽乡村，着力解决群众"急难愁 盼"，抓好社会治安、信访稳定等工作，以消防、危化、矿山领域专项治理为重点，全面提升本质安全 水平。 白英最后说，坚持党的全面领导是最大政治优势，干部是关键因素，辽阳市委要以正确政绩观引领干部 转变观念、转变方法、转变作风，形成想干、敢干、会干、真干的闭环，实现干成、干好的结果，坚决 打赢"十五五"开局之战。 本报记者 刘家伟 "'十五五'开局之年，辽阳将以优化营商环境为破局起势突破口，以帮企业和群众解决问题为着力点， 补上打基础这一课，释放全面发力动能，把省委经济工作会议精神转化为旗开得胜的实干实效。"辽阳 市委书记白英在接受采访时说。 白英表示，营商环境是一个地区发展动力、政治生态、社会风气、治理水平、服务能力、干部作风的集 中反映，是振兴发展的"生命线"。辽阳将抓紧突破一批难点、打通一批堵点、处理一批历史遗留问题、 清偿一批企业欠款、推出一批利企便民措施、查处一批反面典型，以这"六个一批"小切口，做实全 省"新年第一会"的大 ...

北京商报讯（记者 马换换 李佳雪）1月21日晚间，韩建河山（603616）披露公告称，公司正在筹划以发 行股份及支付现金的方式收购辽宁兴福新材料股份有限公司（以下简称"兴福新材"）52.51%股权，实现 对标的公司的控制及合并报表，同时募集配套资金。公司股票自1月22日起开始停牌，预计停牌时间不 超过9个交易日。 兴福新材官网显示，公司成立于2014年，是一家专业、创新型精细化工生产企业。公司在高性能聚合 物、医药、农药以及其他特殊化学品等范围内，为客户提供整个生命周期的具有竞争力的产品和综合性 解决方案的增值服务。 韩建河山表示，停牌期间，公司将根据事项进展情况，严格按照有关法律法规的规定和要求履行信息披 露义务。待上述事项确定后，公司将及时发布相关公告并申请公司股票复牌。 公告显示，本次交易不构成关联交易，构成重大资产重组，但不构成重组上市。 ...

格林达公告称，公司于2026年1月21日收到股东聚合投资《关于股份减持计划的告知函》。截至公告披 露日，聚合投资持股33,667,723股，占公司股份总数的16.87%。因自身资金需求，其拟在2月13日至5月 12日，通过集中竞价、大宗交易方式减持不超5,986,700股，即不超公司总股本的3%。聚合投资已通过 相关政策备案申请，减持股份总数不受比例限制。 ...

近日，江阴江化微电子材料股份有限公司（以下简称"江化微"）发布公告，公司控股股东淄博星恒途松控股有限公司（以下简称"淄博星恒途松"）拟将其 持有的公司股票9238.23万股转让给上海福迅科技有限公司（以下简称"上海福迅科技"），转让价格为20元/股，转让总价为18.48亿元，合计占公司总股本 的23.96%。 | 控股股东或实际控制人变更的主要内容 | | --- | | | 是否发生变更 | 变更前姓名/名称 | 变更后姓名/名称 | | --- | --- | --- | --- | | 控股股东 | ☑是 □否 | 淄博星恒途松控股有 | 上海福迅科技有限 | | | | 限公司 | 公司 | | 实际控制人 | ☑是 □否 | 淄博市财政局 | 上海市国有资产监 | | | | | 督管理委员会 | | 变更方式(可多 选) | 团协议转让 □司法划转/拍卖 □定向增发 | | | | | □破产重整引入重整投资人 □表决权委托 | | | | | □行政划转或者变更 □一致行动关系内部转让 | | | | | □一致行动协议签署/解除/变更 □要约收购 | | | | | □间接收购 □表决权放弃 ...

对话鹏华基金王云鹏：化工破局 -2026 价值投资如何反内 卷反脆弱？20260120 摘要 当前处于康波萧条期，主导国货币体系稳固性下降，黄金牛市显现，全 社会生产效率瓶颈亟待技术革命突破。投资组合配置黄金、煤炭和油运 等反脆弱资产，增强抗风险能力。 化工板块正经历周期复苏和成长升级的关键拐点，2025 年下半年盈利 周期、库存周期、产能周期、供给状态、需求状态和筹码状态耦合，行 业龙头估值修复和供需拐点细分行业带来投资机会。 精细化工受益于宏观经济复苏，EPS 层面已现积极信号，具备戴维斯双 击潜力；农化板块 EPS 弹性大，关注供需缺口带来的投资机会，选股需 重视企业利用周期收益的能力。 化工行业需求受益于新能源汽车、储能、AI 等新兴产业，全球 GDP 增 长拉动出口，但供应端受限于政策对新增产能的双碳指标考核，预计 2024 年起供给迎来拐点。 国家对传统制造业提质升级和低碳绿色发展要求，将抑制化工行业新产 能扩张，推动低效老旧产能退出，长期利好行业价格体系稳定。 Q&A 请介绍一下您进入行业以来的研究与投资历程，以及您管理的两只产品的定位 和特点。 我本科和研究生均在南京大学学习化学，2017 年 ...

Core Insights - Jianghan New Materials Co., Ltd. is a private enterprise from Hubei, China, focusing on high-purity functional silanes, which are essential in various industries including tire manufacturing, new energy vehicle batteries, photovoltaic components, and semiconductor production [2][3] - The company emphasizes technological innovation and green circular production as key strategies for high-quality development in the fine chemical industry [2] R&D Investment - The company has a history dating back to 1992, with significant early investments in organic silicon products after recognizing the potential in the market [3] - Jianghan New Materials has increased its R&D investments, leading to a rich product matrix and a significant rise in export revenue, surpassing $300 million in 2022 [4] Cost Control and Green Production - The company has developed a unique cost control mechanism through a closed-loop system for recycling by-products like hydrogen chloride, which has reduced production costs by 1,000 to 1,500 yuan per ton [5] - This green production process not only minimizes environmental impact but also transforms waste into profit, establishing a competitive cost advantage [5] Capacity Expansion - Jianghan New Materials successfully listed on the Shanghai Stock Exchange in January 2023, which facilitated a significant increase in production capacity from 9.2 million tons to 15.2 million tons [6] - The new production facilities utilize advanced dry dust removal technology, enhancing efficiency and reducing impurities and costs [6] High-End Transformation - The company is strategically focusing on high-end transformations, particularly in semiconductor-grade silicon materials, targeting emerging industries such as new energy and military applications [7][8] - Jianghan New Materials aims to expand its production capacity to 18.2 million tons per year by 2026, aligning with national strategic needs for high-quality development [8]

康达新材公告称，2025年，公司胶黏剂与特种树脂新材料板块产品销售实现大幅增长，带动利润同步提 升。其中，受益于风电行业景气度上升，风电叶片系列产品需求旺盛，风电环氧结构与环氧基体树脂胶 销量同比显著增加，是拉动该板块业务增长的主要动力。同时，公司通过优化产业布局，提升资产质 量，进一步增强了盈利能力。 资料显示，康达新材主要业务为胶黏剂与特种树脂新材料、电子信息材料和电子科技三大板块。公司是 国内较早从事中高端胶黏剂及高分子新材料产品研发、生产和销售的精细化工企业之一，相关产品广泛 应用于风电叶片制造、包装材料、轨道交通、船舶工程等领域。 本报讯 （记者张文湘）1月20日晚间，康达新材（集团）股份有限公司（以下简称"康达新材"）发布 2025年度业绩预告，预计2025年归属于上市公司股东的净利润为1.25亿元—1.35亿元，而2024年同期公 司亏损为2.46亿元。 （文章来源：证券日报） ...

Group 1 - The core viewpoint of the articles emphasizes the rapid development and industrial growth in Feicheng, showcasing various projects that highlight the city's efficiency and commitment to high-quality economic development [1][2][3][4][5] Group 2 - The Shiheng Special Steel Group has launched a new production line with an investment of 1.85 billion yuan, achieving a production speed that is one-third faster than the industry average, and utilizing over 20 advanced technologies and AI systems [1] - The signing of a cooperation agreement for a 27GWh battery cell production project in Feicheng demonstrates the city's ability to attract significant investments and develop a complete industrial chain from raw materials to battery recycling [2] - The establishment of the 50P Intelligent Computing Center by iFlytek in Feicheng marks a significant step in enhancing the digital economy, with the project being completed in less than 300 hours from initial discussions to signing [3] - The introduction of the BCB photoresist project into Feicheng's chemical industry park fills a gap in the local market and supports the park's competitiveness in the fine chemical sector [4] - The rapid signing and implementation of projects like the Huakun Zhenyu project and the Yiyang General Airport showcase Feicheng's commitment to high-quality development and its ability to expedite project execution [5]

Group 1 - The core focus of Binzhou's development strategy is to strengthen the real economy by enhancing the "6638N" modern industrial cluster and building a more recognizable modern industrial system by 2026 [1] Group 2 - Traditional industries will be upgraded through high-quality development actions in key manufacturing sectors, with a focus on 45 major projects to establish a world-leading aluminum lightweight materials manufacturing base [3] - The chemical industry will be supported by 48 key projects to create a fine chemical industry base in the Bohai Rim, leveraging companies like Jingbo and Binhua [3] - The textile industry aims to enhance international influence through 30 key projects, supporting companies such as Weiqiao Textile and Yuyue [3] - The food processing and aquaculture sectors will target high-end value chains, with 16 key projects aimed at establishing a national food industry base and high-quality livestock and aquatic product bases [3] Group 3 - Emerging industries will be promoted, with a focus on the Bohai Bay Future Technology Power Industry City and 29 projects in the new energy and new materials sector, targeting over 10% revenue growth [3] - A low-altitude intelligent network platform will be developed, with 20 key projects including a drone processing center to create a low-altitude economic cluster in the Bohai Rim [3] - The scale of emerging industries such as equipment manufacturing, health care, and digital economy will be expanded, with a focus on future industries like advanced materials and hydrogen energy [3] Group 4 - The industrial ecosystem will be optimized through the implementation of over 400 key technological transformation projects, promoting "smart transformation" with 20 intelligent factories [4] - The service industry will be enhanced, with 15 new projects in smart logistics and over 60 large-scale exhibitions planned [4] - The financial sector will see an 8% increase in credit investment, supporting the transformation of financial pilot cities [4] - The technology service industry will be accelerated, with the establishment of 10 service innovation centers to provide full lifecycle services for manufacturing [4]

Core Viewpoint - Lianlong has inaugurated a research and production base in Johor, Malaysia, with a total investment of $300 million, focusing on the development of anti-aging materials, lubricating materials, and bio-based materials, aiming to enhance global supply chain efficiency and innovation quality [1][3][4] Group 1: Investment and Development - The total investment for the new base is $300 million, which will concentrate on research and global market applications of anti-aging materials, lubricating materials, and bio-based materials [3] - The research center and the first phase of the facility are expected to be operational by the first quarter of 2027 [3] Group 2: Strategic Partnerships and Regional Impact - The Chief Minister of Johor highlighted the region's advantages in attracting international companies, indicating that Lianlong's project could invigorate innovation in fine chemicals and green chemistry within the state [3] - Aldo Govi, CEO of the strategic partner Runyinglian, emphasized the opportunity to deepen cooperation in the lubricating oil value chain, enhancing supply chain security and efficiency in the Asia-Pacific region [3] Group 3: Company Strategy and Future Outlook - Lianlong's president articulated a development strategy focused on becoming a leading enterprise in global anti-aging materials and a key player in domestic lubricating oil additives, while exploring future opportunities in life sciences [4] - The Malaysian base represents Lianlong's first overseas integrated research and production facility, marking a significant milestone in the company's globalization strategy and a new starting point for value creation with partners [4]