转债代码：110089 转债简称：兴发转债 证券代码：600141 证券简称：兴发集团 公告编号：临2026-007 湖北兴发化工集团股份有限公司 关于提前赎回"兴发转债"的公告 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个别及连带责任。 重要内容提示： ●自2026 年1 月6 日至2026 年1 月27 日，湖北兴发化工集团股份有限公司 （以下简称"公司"）股票已有15 个交易日的收盘价格不低于"兴发转债"当期 转股价格的130%（即36.92 元/股）。根据《湖北兴发化工集团股份有限公司公开 发行可转换公司债券募集说明书》（以下简称"《募集说明书》"）的相关约定，已 触发"兴发转债"的有条件赎回条款。 ●公司于2026 年1 月27 日召开第十一届董事会第十四次会议，审议通过了 《关于提前赎回"兴发转债"的议案》，决定行使"兴发转债"的提前赎回权，对 赎回登记日登记在册的"兴发转债"按债券面值加当期应计利息的价格全部赎回。 ●投资者所持"兴发转债"除在规定时限内通过二级市场继续交易或按28.40 元/股的转股价格进行转股外，仅 ...

证券代码：600141 证券简称：兴发集团 公告编号：临2026-008 转债代码：110089 转债简称：兴发转债 浙江金帆达解除本次质押的股份暂无后续质押计划。后续如有变动，公司 将按照相关法律法规要求及时履行信息披露义务。 四、股东累计质押股份情况 特此公告。 ●浙江金帆达生化股份有限公司（以下简称"浙江金帆达"）持有湖北兴 发化工集团股份有限公司（以下简称"公司"）股份178,089,772股，占公司 股份总数的比例为16.07%。本次办理3,600,000股股份质押及解除质押手续后， 浙江金帆达持有公司股份累计质押数量为63,000,000股，占其持有公司股份总 数的比例为35.38%。 近日，公司收到持股 5%以上股东浙江金帆达通知，浙江金帆达在中国证 券登记结算有限责任公司办理了股份质押和解除质押手续。根据《上海证券交 易所股票上市规则》的相关规定，现将有关事宜公告如下： 股 东 名 称 是否 为控 股股 东 本次质押 股数（股） 是否为 限售股 是否补 充质押 质押起始 日 质押到期日 质权人 占其所持 股份比例 （%） 占公司总 股本比例 （%） 质押融 资资金 用途 浙江 金帆 达 否 3 ...

国联民生承销保荐有限公司 关于湖北兴发化工集团股份有限公司 提前赎回"兴发转债"的核查意见 国联民生承销保荐有限公司（以下简称"国联民生"或"保荐人"）作为湖 北兴发化工集团股份有限公司（以下简称"兴发集团"或"公司"）向不特定对 象发行可转换公司债券的保荐人，根据《可转换公司债券管理办法》《上海证券 交易所股票上市规则》《上海证券交易所上市公司自律监管指引第 1 号——规范 运作》《上海证券交易所上市公司自律监管指引第 12 号——可转换公司债券》 等有关规定，对兴发集团本次提前赎回"兴发转债"的事项进行了审慎核查，核 查情况如下： 一、可转债发行上市概况 （一）可转债发行情况 经中国证监会《关于核准湖北兴发化工集团股份有限公司公开发行可转换公 司债券的批复》（证监许可〔2022〕1904 号）核准，公司于 2022 年 9 月 22 日 公开发行了 2,800 万张可转换公司债券，每张面值 100 元，发行总额 28.00 亿元。 经上海证券交易所自律监管决定书[2022]289 号文同意，公司 28.00 亿元可 转换公司债券于 2022 年 10 月 31 日起在上海证券交易所挂牌交易，转债简称"兴 ...

格隆汇1月27日丨兴发集团(600141.SH)公布，2026年1月27日，公司通过集中竞价交易方式首次回购股 份数量为1,567,200股，占公司总股本的比例为0.14%，回购成交的最高价为42.05元/股，最低价为41.60 元/股，支付的资金总额为人民币6,554.25万元（不含交易费用）。 ...

磷化工巨头兴发集团（600141）(600141.SH)以实际行动彰显发展信心。 1月24日，兴发集团发布股份回购公告，公司拟以集中竞价交易方式回购股份，回购资金总额不低于2亿 元(含)、不超过4亿元(含)，资金来源为自有资金或自筹资金，回购股份将用于维护公司价值及股东权益 所需。 作为国内磷化工行业的龙头企业，此次回购计划不仅彰显了公司对未来发展的坚定信心，更通过优化资 本结构、提升股东回报，为资本市场注入一剂强心针。 长江商报记者注意到，得益于公司一体化优势显现，兴发集团业绩保持稳健增长。2025年前三季度，公 司实现营业收入237.81亿元，归母净利润13.18亿元。 在此基础上，兴发集团通过稳定分红回报股东。数据显示，近10年来，公司累计分红金额超49亿元，分 红比例超过40%。 本次回购资金总额不低于2亿元(含)、不超过4亿元(含)，资金来源为自有资金或自筹资金。按照回购价 格上限50元/股测算，预计回购股份数量为400万股—800万股，约占公司总股本的0.36%—0.73%。 长江商报记者注意到，这是兴发集团时隔3年推出的新一轮股份回购计划。兴发集团曾于2023年4月披露 回购股份方案，回购股份用 ...

证券日报网讯 1月26日，兴发集团在互动平台回答投资者提问时表示，公司现有热法磷酸产能15万吨/ 年，计划2026年提升至22.5万吨/年，2025年产能利用率超过七成。随着硫磺价格持续上涨，热法磷酸 较湿法磷酸更具性价比，公司将结合市场行情和生产需要在两者间进行调配。热法磷酸产量的增加有利 于提升原材料黄磷的市场价格。 （文章来源：证券日报） ...

Group 1 - The agricultural chemical sector increased by 0.77% on January 26, with Chengxing Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] - Notable gainers in the agricultural chemical sector included Chengxing Co., Ltd. and Zhongnong United, both rising by 10.01% [1] Group 2 - The agricultural chemical sector experienced a net outflow of 40.45 million yuan from institutional investors, while retail investors saw a net inflow of 172 million yuan [2] - The top individual stock performers in terms of net inflow included Yuntianhua with a net inflow of 150 million yuan [3] - The overall trading volume and turnover for the agricultural chemical sector were significant, with Chengxing Co., Ltd. achieving a turnover of 7.53 billion yuan [1][2]

Investment Rating - Industry Rating: Overweight [2] Core Insights - The chemical industry is experiencing a dual drive of cyclical recovery and growth, with a recommendation to focus on sectors such as organic silicon, PTA, polyester filament, caprolactam, spandex, vitamins, sweeteners, refrigerants, and phosphorus chemicals [5][6] - The organic silicon industry is entering a recovery phase, with new applications becoming key growth drivers. From 2019 to 2024, domestic DMC capacity is expected to expand rapidly, leading to a temporary oversupply and price decline. However, by 2025, no new capacity is anticipated, and demand from emerging sectors like new energy vehicles and photovoltaics is expected to maintain high growth [5][6] - The PTA/polyester filament industry is approaching a turning point, with capacity expansion cycles nearing their end. The demand side is expected to continue growing, supported by improved external demand due to easing trade tensions [6] - Refrigerants are entering a high prosperity cycle due to quota policies that will reduce supply while demand remains stable, driven by market expansion in Southeast Asia and the development of heat pumps and cold chain markets [7] - The synthetic biology sector is poised for significant growth as fossil-based materials face disruptive challenges, with a focus on energy-efficient products and the potential for bio-based materials to see explosive demand [8] - OLED technology is rapidly penetrating various markets, with government policies supporting the development of new display industries and accelerating the localization of key materials and equipment [9] - The demand for electronic chemicals is increasing due to the rapid growth of the semiconductor industry, particularly in China, where the market is heavily reliant on imports [11] Summary by Sections Industry Performance - The chemical sector ranked 4th in overall performance for the week of January 19-23, 2026, with a gain of 7.29%, outperforming the Shanghai Composite Index by 6.45 percentage points [5][20] - The top-performing sub-sectors included textile chemical products (13.10%), nitrogen fertilizers (10.58%), and other chemical raw materials (10.09%) [21] Key Company Dynamics - The top three gaining companies for the week were Jianghua Micro (46.41%), Jiuding New Materials (28.47%), and Hongbaoli (26.73%) [26] - The companies in focus for potential investment include KaiSai Biological, Huaheng Biological, and other leading firms in synthetic biology and electronic chemicals [8][11][32] Industry Developments - The Ministry of Industry and Information Technology has issued guidelines for the construction of zero-carbon factories, aiming to establish a benchmark by 2027 across various sectors [35] - The U.S. government plans to finalize the 2026 biofuel blending quotas, maintaining high growth targets while addressing industry concerns [35]

Investment Rating - The report maintains a strong rating for the chemical industry, indicating a positive outlook for the sector [5]. Core Insights - The chemical sector has shown resilience with the CITIC Basic Chemical Index rising by 5.73% and the Shenwan Chemical Index increasing by 7.29% this week [13][16]. - Key sub-industries such as soda ash, chlor-alkali, and dyeing chemicals have experienced significant price increases, with soda ash rising by 13.3% [16]. - The report highlights the competitive strength of domestic tire manufacturers and suggests focusing on companies like Sailun Tire and Linglong Tire as potential growth opportunities [4]. - The polyurethane project by Huide Technology, with an annual production capacity of 600,000 tons, has commenced, indicating strategic growth in the new materials sector [3]. - The report emphasizes the tightening supply-demand dynamics in the phosphate chemical sector due to environmental regulations and increasing demand from the new energy sector [4]. Summary by Sections Market Overview - The Shanghai Composite Index increased by 0.84%, while the ChiNext Index decreased by 0.34% [13]. - The overall performance of the chemical sector is positive, with notable gains in various sub-industries [16]. Key Sub-Industry Developments - **Polyurethane**: The price of pure MDI in East China is reported at 17,600 RMB/ton, showing a week-on-week decline of 1.12% [28]. - **Tires**: The operating load for all-steel tires in Shandong is at 62.70%, reflecting a year-on-year increase of 20.70% [49]. - **Fertilizers**: Urea prices are at 1,757.45 RMB/ton, with a week-on-week decrease of 0.4% [63]. - **Vitamins**: The price of Vitamin A is reported at 61.5 RMB/kg, down 1.6% week-on-week [79]. Investment Themes - **Tire Sector**: Domestic tire companies are positioned strongly, with a focus on growth stocks [4]. - **Consumer Electronics**: Recovery in demand is anticipated, benefiting upstream material companies [4]. - **Phosphate Chemicals**: Supply constraints due to environmental policies are expected to tighten the market [4]. - **Vitamin Supply**: Supply disruptions in Vitamin A and E are noted, creating potential investment opportunities [4].

湖北兴发化工集团股份有限公司 | 证券代码：600141 | 证券简称：兴发集团 | 公告编号：临 2026-006 | | --- | --- | --- | | 转债代码：110089 | 转债简称：兴发转债 | | 关于以集中竞价交易方式回购股份的回购报告书 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、准确性和完整性依法承担法律责任。 重要内容提示： ● 回购股份价格：最高不超过人民币 50 元/股。本次回购股份最高价上限未超过 董事会通过回购股份决议前 30 个交易日公司股票交易均价的 150%，具体回购价格 将综合公司二级市场股票价格、公司财务状况和经营状况确定。 ● 回购股份方式：集中竞价交易方式。 ● 回购股份期限：自董事会审议通过本次回购方案之日起不超过 3 个月。 ● 相关股东是否存在减持计划：公司董事、高级管理人员、实际控制人、控股股 东及一致行动人在未来 3 个月、未来 6 个月内均无股份减持计划；持股 5%以上的 其他股东在未来 3 个月、未来 6 个月是否减持尚不确定。若上述主体后续拟实施 股份减持计划，公司将按照相关规定及时 ...