每经AI快讯，2月24日，怡达股份（300721）(300721.SZ)公告称，公司控股子公司泰兴怡达取得江苏省 投资项目备案证，项目名称为年产20万吨环氧丙(乙)烷衍生产品项目，项目总投资为6.42亿元，计划开 工时间为2026年。项目建成后，将形成年产20万吨高端专用醇醚及醇醚酯的生产能力，包括5万吨湿电 子化学品。 ...

中国经济网北京2月24日讯 永太科技(002326.SZ)今日复牌一字跌停，截至发稿报25.89元，跌幅 10.01%。停牌前一交易日，即2026年2月6日，永太科技涨停，收报28.77元，涨幅10.02%。 公告称，自与交易对方确立交易意向后，公司随即组织中介机构及相关方有序推进本次交易。鉴于 后续各相关方未能就交易方案达成一致意见，综合考虑公司实际情况及外部因素，经审慎评估并与相关 方充分沟通，公司决定终止筹划本次交易事项，本次终止不会对公司的生产经营造成重大不利影响。公 司后续将在条件允许的情况下继续探索并筹划符合公司发展需求的资本运作方案。 鉴于本次交易事项尚处于筹划阶段，相关议案尚未提交董事会审议，故终止筹划本次交易事项无需 通过董事会审议表决。 2023年、2024年，永太科技的营业收入分别为41.28亿元、45.89亿元；归属于上市公司股东的净利 润-6.20亿元、-4.78亿元；归属于上市公司股东的扣除非经常性损益的净利润-6.96亿元、-4.44亿元。 2月13日晚间，永太科技发布关于终止筹划发行股份购买资产并募集配套资金事项暨复牌的公告。 公司于2026年2月9日披露了《关于筹划发行股份购 ...

从中泰化学十大流通股东角度 2月24日，中泰化学涨5.06%，截至发稿，报7.47元/股，成交3.58亿元，换手率1.92%，总市值193.47亿 元。 资料显示，新疆中泰化学股份有限公司位于新疆乌鲁木齐经济技术开发区阳澄湖路39号，成立日期2001 年12月18日，上市日期2006年12月8日，公司主营业务涉及聚氯乙烯树脂、离子膜烧碱等化工产品的生 产和销售。主营业务收入构成为：聚氯乙烯39.69%，氯碱类产品14.99%，粘胶纱线14.83%，其他煤化 工产品11.21%，粘胶纤维7.17%，其他纺织产品5.91%，其他(补充)3.40%，现代贸易1.35%，物流运输 1.21%，自制电0.24%。 从基金十大重仓股角度 数据显示，东证资管旗下1只基金重仓中泰化学。东方红核心价值混合A（024429）四季度持有股数420 万股，占基金净值比例为2.23%，位居第九大重仓股。根据测算，今日浮盈赚取约151.2万元。 东方红核心价值混合A（024429）成立日期2025年6月6日，最新规模4.78亿。今年以来收益7%，同类排 名2686/8994；成立以来收益18.23%。 责任编辑：小浪快报 东方红核心价值 ...

【周期股选股方法】周期股特指原材料生产型的上市公司，该公司的利润高低受原材料价格波动影响； 因此利用生意社原材料价格的涨跌数据，提前于季报与年报，发现周期股买入信号，是投资周期股的重 要方法。欢迎使用生意社股票通。 据生意社监测，苯胺02月23日最新价格8845.00元/吨，最近60天上涨11.33%。 相关生产商有：华泰股份(600308)万华化学(600309)等。 相关生产商有：华泰股份(600308)万华化学(600309)等。 【周期股选股方法】周期股特指原材料生产型的上市公司，该公司的利润高低受原材料价格波动影响； 因此利用生意社原材料价格的涨跌数据，提前于季报与年报，发现周期股买入信号，是投资周期股的重 要方法。欢迎使用生意社股票通。 据生意社监测，苯胺02月23日最新价格8845.00元/吨，最近60天上涨11.33%。 ...

Group 1 - The core viewpoint of the news is that Xingfu Electronics has seen a significant increase in its stock price, rising by 5.19% to reach 57.97 yuan per share, with a trading volume of 314 million yuan and a turnover rate of 3.04%, resulting in a total market capitalization of 20.869 billion yuan [1] - Xingfu Electronics, established on November 14, 2008, and listed on January 22, 2025, is primarily engaged in the research, production, and sales of wet electronic chemicals, including electronic-grade phosphoric acid and sulfuric acid, as well as various functional wet electronic chemicals [1] - The revenue composition of Xingfu Electronics includes 75.12% from general wet electronic chemicals, 14.68% from functional wet electronic chemicals, 5.32% from other sources, 2.38% from wet electronic chemical recycling, 1.41% from food additive phosphoric acid, and 1.09% from OEM business [1] Group 2 - Among the top circulating shareholders of Xingfu Electronics, Dongzheng Asset Management has a fund that entered the top ten shareholders, holding 923,700 shares, which accounts for 1.27% of the circulating shares, with an estimated floating profit of approximately 2.6419 million yuan [2] - The fund, Oriental Red Ruiyuan Mixed (000970), was established on January 21, 2015, with a current scale of 1.729 billion yuan, achieving a year-to-date return of 10.21% and a one-year return of 59.38% [2] - The fund manager, Liu Rui, has been in position for 6 years and 71 days, managing assets totaling 3.326 billion yuan, with the best fund return during his tenure being 113.77% and the worst being -20.28% [3]

Group 1 - The core viewpoint of the news is that Huajin Co., Ltd. experienced a stock price increase of 5.15%, reaching 6.13 yuan per share, with a trading volume of 130 million yuan and a turnover rate of 1.34%, resulting in a total market capitalization of 9.805 billion yuan [1] - Huajin Co., Ltd. is primarily engaged in the production of petrochemical products, with its main business revenue composition being 72.54% from crude oil processing and petroleum products, 10.18% from polyolefin products, and smaller contributions from urea (4.36%), aromatic products (3.74%), and others [1] Group 2 - The top circulating shareholder of Huajin Co., Ltd. is a fund under the China Universal Asset Management, which increased its holdings by 800,000 shares to a total of 11.785 million shares, representing 0.74% of the circulating shares, with an estimated floating profit of approximately 3.5355 million yuan [2] - The fund, China Universal State-Owned Enterprise Reform Flexible Allocation Mixed A (519756), has a current scale of 1.571 billion yuan and has achieved a year-to-date return of 12.08% [2] - The fund manager, Shen Nan, has a tenure of nearly 11 years, with the best fund return during this period being 224.96% [2] Group 3 - The same fund, China Universal State-Owned Enterprise Reform Flexible Allocation Mixed A (519756), reduced its holdings by 1.5 million shares to 10.2851 million shares, which constitutes 3.46% of the fund's net value, making it the tenth largest holding [3] - The estimated floating profit from this position is approximately 3.0855 million yuan [3]

Group 1 - The core viewpoint of the news is that Binhua Co., Ltd. experienced a stock price increase of 5.08%, reaching 5.58 CNY per share, with a trading volume of 301 million CNY and a turnover rate of 2.71%, resulting in a total market capitalization of 11.477 billion CNY [1] - Binhua Co., Ltd. is located in Shandong Province and was established on May 21, 1998, with its listing date on February 23, 2010. The company specializes in the production, processing, and sales of organic and inorganic chemical products [1] - The main business revenue composition of Binhua Co., Ltd. includes: Other 56.57%, Propylene Oxide 22.48%, Caustic Soda 15.12%, and Propylene 5.83% [1] Group 2 - From the perspective of the top ten circulating shareholders of Binhua Co., Ltd., a fund under Southern Fund ranks among them. The Southern CSI 1000 ETF (512100) reduced its holdings by 185,500 shares in the third quarter, holding a total of 18.806 million shares, which accounts for 0.93% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 78.996 billion CNY. Year-to-date return is 8.02%, ranking 1604 out of 5580 in its category; the one-year return is 33.83%, ranking 1868 out of 4297; and the return since inception is 23.54% [2] - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has a cumulative tenure of 7 years and 111 days, with the total asset scale of 137.02 billion CNY. The best fund return during the tenure is 250.66%, while the worst return is -15.93% [2]

2月24日，川恒股份涨5.06%，截至发稿，报40.48元/股，成交1.63亿元，换手率0.68%，总市值245.98亿 元。 资料显示，贵州川恒化工股份有限公司位于贵州省黔南布依族苗族自治州福泉市龙昌镇，成立日期2002 年11月25日，上市日期2017年8月25日，公司主营业务涉及磷酸及磷酸盐产品的生产、销售。主营业务 收入构成为：磷酸28.41%，饲料级磷酸二氢钙25.11%，磷酸一铵21.29%，磷酸铁9.46%，磷矿石 6.93%，其他产品3.56%，贸易收入1.94%，其他1.57%，铁精粉1.11%，硫酸铵0.61%。 从基金十大重仓股角度 数据显示，长安基金旗下1只基金重仓川恒股份。长安鑫禧混合A（005477）四季度持有股数18.5万股， 占基金净值比例为3.19%，位居第十大重仓股。根据测算，今日浮盈赚取约36.07万元。 长安鑫禧混合A（005477）成立日期2018年2月7日，最新规模5844.11万。今年以来收益4.87%，同类排 名3959/8994；近一年收益27.45%，同类排名3939/8199；成立以来亏损52.83%。 长安鑫禧混合A（005477）基金经理为江博文。 截 ...

近期纯碱现货价格相对稳定，多数碱厂延续亏损状态，原料方面价格变动较小，纯碱企业生产成本稳 定，相较于当前成本，现货估值略偏低。从长期供需来看，纯碱供应端的大量投产已成为既定事实，而 需求端的弱势短时又难以改变，故而供需格局或将维持偏弱状态。 展望2026年，我们认为纯碱价格的波动空间或将继续收窄，阶段性行情的影响因素应更多关注供应端的 检修与投机需求的释放节奏。从供需端来看，纯碱供应大概率维持高位，产能出清还需较长时间，后期 建议关注行业整体开工负荷变化。需求端来看，浮法、光伏玻璃市场行情持续性较弱，部分生产线放水 冷修或进一步压制重碱需求。纯碱供需端双重承压，若后期出现政策带动，则投机需求的释放或带来阶 段性行情，但对其空间高度和持续性仍需持谨慎态度。 ...

Performance and Financial Situation - The company announced a profit warning on January 30, 2026, expecting a net loss attributable to shareholders of between 12.5 million and 25 million yuan for 2025, representing a year-on-year reduction in losses of 89% to 95% [1] - Detailed financial data and audit results are anticipated in the upcoming annual report [1] Corporate Structure and Governance - On February 12, 2026, the company held a board meeting to review the proposal for appointing a new Chief Financial Officer, indicating potential management changes that require monitoring [1] Industry Policy and Environment - Analysis suggests that the lithium carbonate market may return to a state of tight balance in 2026, with improved supply and demand potentially benefiting the company's electrolyte business [2] - The company achieved profitability in its electrolyte segment in the fourth quarter of 2025, and if this trend continues, its profitability is expected to further solidify [2] Company Status - As of January 2026, the company is involved in investor compensation cases amounting to approximately 3.2556 million yuan, which currently does not meet the conditions for recognizing a provision for liabilities [3] - The outcome of these legal proceedings may have a potential impact on the company's finances [3] - The company lifted other risk warnings on January 13, 2026, allowing its stock trading to return to normal fluctuation limits, which may continue to affect market liquidity [3]