（记者 曾健辉） 每经AI快讯，有投资者在投资者互动平台提问：董秘，我们两次问你公司光固化单体用于光刻胶情 况，都没有明确答复，根据你的回复，我们是不是可以理解公司光固化单体可以根据光刻胶客户的具体 指标进行生产？ 奥克股份（300082.SZ）1月5日在投资者互动平台表示，尊敬的投资者，您好！公司开发的光固化单体 原料产品作为上游的原料，可广泛应用于包括涂料、粘合剂、油墨等领域，具体下游客户尚需根据市场 需求及具体需求参数决定。如有其他需披露的信息，公司将严格按照法律法规履行信息披露义务，请您 持续关注公司通过法定信息披露媒体刊登的相关信息。感谢您的关注！ ...

Core Viewpoint - The company, Jinrui Mining (600714.SH), announced a planned maintenance shutdown for its wholly-owned subsidiaries, Chongqing Qinglong Fine Strontium Salt Chemical Co., Ltd. and Chongqing Qinglong New Materials Technology Co., Ltd., starting January 5, 2026, for a period not exceeding 60 days [1] Group 1 - The maintenance is part of the annual plan and is a routine procedure [1] - The subsidiaries are primarily engaged in the production and sales of strontium carbonate products and metal strontium, which are key sources of revenue for the company [1] - The maintenance is not expected to have a significant impact on the company's overall production and operational plans for the year [1]

Core Viewpoint - The company primarily exports to Northeast Asia and Southeast Asia, with limited exports to the Middle East and Europe [1] Group 1 - The company was asked by investors about its export activities to EU countries over the past two years [1] - The company confirmed that its main export markets are in Northeast Asia and Southeast Asia [1] - The company indicated that there is a small amount of exports to the Middle East and Europe [1]

Core Viewpoint - Jinrui Mining (600714.SH) announced a planned maintenance shutdown for its wholly-owned subsidiaries, Chongqing Qinglong Fine Strontium Salt Chemical Co., Ltd. and Chongqing Qinglong New Materials Technology Co., Ltd., starting January 5, 2026, for a period not exceeding 60 days [1] Group 1 - The maintenance is part of the annual plan and is a routine procedure [1] - The subsidiaries are primarily engaged in the production and sales of strontium carbonate products and metal strontium, which are key revenue sources for the company [1] - The maintenance is not expected to have a significant impact on the company's overall production and operational plans for the year [1]

Core Viewpoint - Zhenhua Co., Ltd. (振华股份) has announced a plan to issue convertible bonds to unspecified investors, aiming to raise up to RMB 87.8 million for various projects and working capital [1] Group 1: Convertible Bond Issuance - The company plans to issue convertible bonds convertible into A-shares, with a total fundraising amount not exceeding RMB 87.8 million [1] - Each bond will have a face value of RMB 100 and will be issued at face value [2] - The bonds will have a term of six years from the date of issuance [2] Group 2: Use of Proceeds - The raised funds will be allocated to projects including a 5,000 tons/year Vitamin K3 and 74,000 tons/year chromium green project, a 500,000 tons/year sulfur and 50,000 tons/year chromium powder project, as well as for working capital and repayment of bank loans [1] Group 3: Bond Features - The bonds will pay interest annually and will return the principal and final year's interest at maturity [3] - The conversion period for the bonds will start six months after issuance and last until the maturity date [3] - The bonds will be available to various investors, including individuals and institutions, excluding those prohibited by law [3]

每日观点 交易咨询业务资格：证监许可【2012】1091号 纯碱早报 2026-1-5 大越期货投资咨询部 金泽彬 从业资格证号：F3048432 投资咨询证号： Z0015557 联系方式：0575-85226759 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投 资建议。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 纯碱： 1、基本面：碱厂产量高位，整体供给预期充裕；下游浮法玻璃、光伏日熔量整体延续下滑趋势， 纯碱厂库处于历史同期高位；偏空 2、基差：河北沙河重质纯碱现货价1120元/吨，SA2605收盘价为1209元/吨，基差为-89元，期货升 水现货；偏空 3、库存：全国纯碱厂内库存140.83万吨，较前一周减少2.10%，库存在5年均值上方运行；偏空 4、盘面：价格在20日线上方运行，20日线向下；中性 5、主力持仓：主力持仓净空，空增；偏空 6、预期：纯碱基本面疲弱，短期预计震荡运行为主。 影响因素总结 利多： 1、设备问题导致企业减量检修，纯碱供应恢复较慢。 利空： 1、23年以来，纯碱产能大幅扩张，2025年 ...

Group 1 - The core viewpoint of the news highlights the significant trading activity and financial performance of Weiteou, with a notable increase in stock price and trading volume on December 31 [1] - On December 31, Weiteou's stock price rose by 8.07%, with a trading volume of 381 million yuan, and a net financing purchase of 242,300 yuan [1] - As of December 31, the total margin balance for Weiteou was 296 million yuan, accounting for 4.29% of its market capitalization, indicating a high level of financing activity [1] Group 2 - As of November 20, the number of Weiteou's shareholders increased by 16.92% to 9,951, while the average circulating shares per person decreased by 14.47% to 9,388 shares [2] - For the period from January to September 2025, Weiteou reported a revenue of 1.06 billion yuan, representing a year-on-year growth of 24%, while the net profit attributable to shareholders decreased by 4.84% to 69.53 million yuan [2] - Since its A-share listing, Weiteou has distributed a total of 191 million yuan in dividends [3]

Group 1 - The core viewpoint of the news is that Yuanxiang New Materials has shown significant financial activity, with a notable drop in stock price and changes in financing and margin trading activities [1] - On December 31, Yuanxiang New Materials' stock price fell by 1.07%, with a trading volume of 43.96 million yuan. The financing buy amount was 3.67 million yuan, while the financing repayment was 5.46 million yuan, resulting in a net financing buy of -1.79 million yuan [1] - As of December 31, the total balance of margin trading for Yuanxiang New Materials was 82.18 million yuan, with a financing balance of 82.01 million yuan, accounting for 5.59% of the circulating market value, indicating a high level compared to the past year [1] Group 2 - As of September 30, the number of shareholders for Yuanxiang New Materials was 7,290, a decrease of 17.99% from the previous period, while the average circulating shares per person increased by 22.78% to 4,223 shares [2] - For the period from January to September 2025, Yuanxiang New Materials achieved an operating income of 362 million yuan, representing a year-on-year growth of 4.29%, and a net profit attributable to the parent company of 65.15 million yuan, which is a significant increase of 95.58% year-on-year [2] - Yuanxiang New Materials has distributed a total of 183 million yuan in dividends since its A-share listing, with 157 million yuan distributed over the past three years [3]

Core Viewpoint - Tianyuan Co., Ltd. is accelerating its capacity expansion with a new project for producing 100,000 tons of chlorination titanium dioxide, involving a total investment of 1.483 billion yuan, which is expected to enhance its market competitiveness and support its transition to high-value new materials [1][2][6]. Group 1: Expansion Plans - The new chlorination titanium dioxide project will be built on existing company land, minimizing additional land acquisition costs and construction time [2]. - This project is a key part of the company's "one body, two wings" strategy, aimed at increasing overall titanium dioxide production capacity and optimizing product structure [2][3]. Group 2: Financial Performance - In the first three quarters of 2025, the company reported revenues of 8.49 billion yuan, a year-on-year decrease of 14.89%, while net profit attributable to shareholders reached 31.69 million yuan, a significant increase of 132.63% [1][4]. - The improvement in profitability is attributed to product structure optimization, effective cost control, and positive contributions from non-recurring gains [4]. Group 3: Research and Development - Over the past five years, the company has invested a total of 427 million yuan in R&D, with annual expenditures showing a consistent upward trend [5]. - The company has developed multiple technological reserves in chlorination titanium dioxide process optimization, comprehensive utilization of phosphate resources, and lithium battery material research, which support business expansion [5]. Group 4: Market Position and Strategy - The chlorination method has become the mainstream production process for titanium dioxide, with competitors like Longbai Group and Luban Chemical also expanding their capacities [3]. - The new project is expected to help Tianyuan Co., Ltd. break the monopoly of foreign companies in the high-end chlorination titanium dioxide market and enhance the international competitiveness of domestic brands [3][6].

Group 1 - The company expects a net profit increase of over 50% for the fiscal year 2025, with the performance period from January 1, 2025, to December 31, 2025 [1] - The company reported a production of approximately 4.9 million tons of potassium chloride and 46,500 tons of lithium carbonate, with sales figures of about 3.81 million tons and 45,600 tons respectively [2] - The price of potassium chloride has risen compared to the previous year, while lithium carbonate prices have shown volatility but are recovering in the second half of the year, contributing to the overall growth in performance [2] Group 2 - The company has successfully passed the re-examination for high-tech enterprise qualification, which will allow it to recognize deferred tax assets, further boosting net profit [2] - The financial data in the performance forecast has not been audited by a registered accounting firm, and the company has communicated with the accounting firm regarding significant matters without major disagreements [1][2]