中新网韶关2月27日电 (记者 王坚)广东省韶关市政府27日消息称，2025年，该市初步建成服务粤港澳大 湾区的最大算力集群，建成全省最大的新能源汽车模具生产基地、氯碱化工生产基地，全球最大高压腐 蚀箔生产基地、电子铝箔市场份额全球第一。 韶关市政府介绍，该市以"打造湾区算力高地、推动产业转型升级"为主题，26日在韶关举行2026年韶关 市产业高质量发展暨招商大会。 会上，韶关市委书记陈少荣介绍，2025年，该市传统产业转型升级加快，新兴产业拔节生长，生态经济 蓬勃发展，国家级专精特新"小巨人"企业、省级制造业单项冠军企业数量连续三年位列粤东西北首位， 获评全省优秀招商地市和全省优秀产业承接地市，初步建成服务粤港澳大湾区的最大算力集群，建成全 省最大的新能源汽车模具生产基地、氯碱化工生产基地，全球最大高压腐蚀箔生产基地、电子铝箔市场 份额全球第一，春节过夜游客增长37.7%，31个品类农产品出口欧美、东南亚等26个国家和地区，全市 上下处处呈现蓬勃向上、干劲十足的新气象。 广东省商务厅党组成员、副厅长朱小军表示，该厅将一如既往支持韶关，携手韶关加强招商引资，对接 好央企、民企和外企，带动更多高水平内外资项目落 ...

氯碱日报 | 2026-02-27 下游开工陆续恢复 市场要闻与重要数据 PVC: 期货价格及基差：PVC主力收盘价4855元/吨（-108）；华东基差-175元/吨（+58）;华南基差-95元/吨（+8）。 现货价格：华东电石法报价4680元/吨（-50）；华南电石法报价4760元/吨（-100）。 上游生产利润：兰炭价格685元/吨（+0）；电石价格2780元/吨（+0）；电石利润-58元/吨（+0）；PVC电石法生产毛 利-439元/吨（+157）；PVC乙烯法生产毛利11元/吨（-102）；PVC出口利润14.1美元/吨（-2.2）。 PVC库存与开工：PVC厂内库存50.4万吨（-0.1）；PVC社会库存61.6万吨（+0.1）；PVC电石法开工率81.77%（+0.59%）； PVC乙烯法开工率80.40%（+1.53%）；PVC开工率81.35%（+0.87%）。 下游订单情况：生产企业预售量78.0万吨（-2.3）。 烧碱： 期货价格及基差：SH主力收盘价2124元/吨（-43）；山东32%液碱基差-152元/吨（+49）。 现货价格：山东32%液碱报价631元/吨（+2）；山东50%液碱报价 ...

2月27日，新金路涨5.28%，截至发稿，报19.53元/股，成交3.58亿元，换手率3.10%，总市值126.66亿 元。 责任编辑：小浪快报 从基金十大重仓股角度 建信新材料精选股票发起A（018194）基金经理为田元泉。 截至发稿，田元泉累计任职时间5年257天，现任基金资产总规模52.1亿元，任职期间最佳基金回报 111.5%， 任职期间最差基金回报-15.47%。 资料显示，四川新金路集团股份有限公司位于四川省德阳市泰山南路二段733号银鑫·五洲广场一期21栋 22-23层，成立日期1992年4月18日，上市日期1993年5月7日，公司主营业务涉及氯碱化工、塑料制品的 生产与经营等业务。主营业务收入构成为：树脂产品41.61%，碱产品38.43%，其他19.97%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 数据显示，建信基金旗下1只基金重仓新金路。建信新材料精选股票发起A（018194）四季度持有股数 65.49万 ...

（文章来源：证券日报） 证券日报网讯 2月26日，君正集团在互动平台回答投资者提问时表示，公司作为内蒙古自治区循环经济 试点示范企业，构建了完整的"煤—电—氯碱化工""煤—电—特色冶金"和"石灰石—电石—煤焦化—甲 醇—BDO—PTMEG"纵向一体化循环经济产业链，充分实现了资源的高效利用。公司将充分利用一体化 循环经济产业链优势，持续发挥产业链各环节的联动作用，不断提升包括烧碱产品在内的产品竞争力。 同时，公司将扎实练好内功，持续提升经营管理能力，不断探索提升生产装置智能化、自动化水平，推 动公司高质量可持续发展。 ...

财政部、国家税务总局于2026年1月9日联合发布《关于调整光伏等产品出口退税政策的公告》。根据公 告，自4月1日起，取消光伏等产品增值税出口退税。此次政策调整涉及的产品清单中，明确包含了PVC 粉、未塑化PVC及已塑化PVC。公告发布后，海外需求方采购中国货源的积极性明显提升，国内PVC生 产企业周度接单量维持高位，出口待交付量也不断走高。然而，近期国内PVC出口签单量呈现阶段性回 落态势，这一变化引发了行业的广泛关注。 对此，浙江嘉悦氯碱化工有限公司总经理助理沈健炜在接受期货日报记者采访时表示，当前出口签单量 回落是正常调整，主要受价格空窗期、物流放缓与订单饱和三重因素叠加影响，并非行业基本面发生逆 转，市场无需过度恐慌。 "近期出口签单量回落的核心原因主要集中在两个方面。"沈健炜解释说，一方面，国内PVC签单价格近 期快速上涨，而2月初正处于台塑3月船货报价公布前的价格空窗期，海外市场对高价PVC的投机性采购 意愿趋于谨慎，多数采购商选择持币观望，等待台塑报价发布后重新锚定全球PVC交易基准，这直接导 致国内PVC出口签单量出现下滑。另一方面，国内春节假期期间，物流运输行业进入停滞状态，货物发 运周期拉长 ...

2月25日，新金路涨5.3%，截至发稿，报18.47元/股，成交3.60亿元，换手率3.35%，总市值119.79亿 元。 资料显示，四川新金路集团股份有限公司位于四川省德阳市泰山南路二段733号银鑫·五洲广场一期21栋 22-23层，成立日期1992年4月18日，上市日期1993年5月7日，公司主营业务涉及氯碱化工、塑料制品的 生产与经营等业务。主营业务收入构成为：树脂产品41.61%，碱产品38.43%，其他19.97%。 建信新材料精选股票发起A（018194）基金经理为田元泉。 截至发稿，田元泉累计任职时间5年255天，现任基金资产总规模52.1亿元，任职期间最佳基金回报 111.5%， 任职期间最差基金回报-15.47%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，建信基金旗下1只基金重仓新金路。建信新材料精选股票发起A（018194）四季度持有股数 65.49万股 ...

Group 1 - The company expects a net profit loss of 230 million to 330 million yuan for the year 2025, but this represents a significant improvement compared to 2024, with a year-on-year increase of 66.21% to 76.45% [1] - The company has made impairment provisions totaling 231 million yuan, which will reduce the net profit by 196 million yuan for 2025 [1] - The improvement in performance is mainly attributed to enhanced profitability in the chlor-alkali chemical sector, improvements in the textile business, and a decrease in asset impairment losses [1] Group 2 - From February 10 to 11, 2026, the company disclosed multiple related party transactions and guarantee matters, including a guarantee fee of 5.1 million yuan paid by its subsidiary to the controlling shareholder and a new guarantee of 205 million yuan for related parties, with a total guarantee cap of 27.325 billion yuan, accounting for 125.44% of the latest net assets [2] - The stock price of the company has been active recently, with a cumulative increase of 3.42% over the past 7 days, reaching a high of 7.66 yuan, and a single-day increase of 6.18% on February 10, with a trading volume of 9.57 billion yuan [3] - Institutional sentiment is neutral, with four institutions predicting that the company will turn a profit in 2025, with a year-on-year increase of 269.54%, although current institutional research frequency is low and the fund holding ratio is only 0.25% [4]

Group 1 - The core point of the article highlights the recent performance of Xinjing Road, which saw a 5.4% increase in stock price, reaching 17.37 yuan per share, with a trading volume of 8.07 billion yuan and a turnover rate of 7.94%, resulting in a total market capitalization of 112.65 billion yuan [1] - Xinjing Road Group, established on April 18, 1992, and listed on May 7, 1993, is located in Deyang, Sichuan Province. The company primarily engages in the production and operation of chlor-alkali chemicals and plastic products [1] - The revenue composition of Xinjing Road includes resin products at 41.61%, alkali products at 38.43%, and other products at 19.97% [1] Group 2 - From the perspective of major fund holdings, one fund under Jianxin Fund has a significant position in Xinjing Road. Jianxin New Materials Select Stock Fund A (018194) held 654,900 shares in the fourth quarter, accounting for 2.93% of the fund's net value, making it the eighth-largest holding [2] - The Jianxin New Materials Select Stock Fund A, established on August 22, 2023, has a latest scale of 625.69 million yuan and has achieved a year-to-date return of 15.53%, ranking 212 out of 5,569 in its category. Over the past year, it has returned 75.21%, ranking 185 out of 4,295 [2] - The fund manager, Tian Yuanquan, has a tenure of 5 years and 242 days, with the total asset scale of the fund at 5.21 billion yuan. During his tenure, the best fund return was 110.69%, while the worst was -15.79% [2]

Group 1 - Xinjiang Tianye's stock price increased by 5.06% on February 11, reaching 6.65 CNY per share, with a trading volume of 273 million CNY and a turnover rate of 2.44%, resulting in a total market capitalization of 11.354 billion CNY [1] - The stock has risen for three consecutive days, with a cumulative increase of 7.47% during this period [1] - Xinjiang Tianye Co., Ltd. is located in Shihezi City, Xinjiang, and was established on June 9, 1997, with its listing date on June 17, 1997. The company operates in the chlor-alkali chemical and plastic water-saving equipment sectors [1] Group 2 - The main business revenue composition of Xinjiang Tianye includes chemical products (89.72%), cement products (7.15%), other (1.82%), highway transportation (1.23%), and packaging materials (0.08%) [1] - Among the top ten circulating shareholders of Xinjiang Tianye, a fund under Southern Fund holds a position. The Southern CSI 1000 ETF (512100) reduced its holdings by 120,900 shares in the third quarter, now holding 9.3546 million shares, which accounts for 0.55% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) has a current scale of 78.996 billion CNY and has achieved a return of 8.61% this year, ranking 1564 out of 5569 in its category [2]

Group 1 - The core issue raised by investors is the significant decline in both spot and futures prices of caustic soda, which has fallen below the cost line for many companies, leading to concerns about the industry's future prospects [2] - Sanyou Chemical (600409.SH) stated that its subsidiary, Tangshan Sanyou Chlor-Alkali Co., Ltd., has achieved an 85% self-use rate for its caustic soda products, indicating a strong internal demand [2] - In response to the unfavorable market conditions, the company plans to implement measures such as scientific production scheduling, enhancing internal synergies, increasing the production of high-end differentiated products, and continuously optimizing production processes to reduce costs [2]