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。 根据公司于 2025 年 11 月 8 日披露的"万华化学集团股份有限公司宁波工业园 MDI 二期装置停产检修公告"（公告编号：临 2025-64 号），本公司全资子公司万华化 学（宁波）有限公司的 MDI 二期装置（100 万吨/年）于 2025 年 11 月 15 日开始停产 检修。 股票简称：万华化学 股票代码：600309 公告编号：临 2026-03 号 万华化学集团股份有限公司 宁波工业园 MDI 二期装置复产公告 截至目前，上述装置的停产检修已经结束，恢复正常生产。 特此公告。 2026 年 1 月 17 日 万华化学集团股份有限公司 ...

智通财经APP讯，万华化学(600309.SH)发布公告，公司全资子公司万华化学(宁波)有限公司的MDI二期 装置(100万吨/年)于2025年11月15日开始停产检修。截至目前，上述装置的停产检修已经结束，恢复正 常生产。 ...

人民财讯1月16日电，万华化学（600309）1月16日公告，公司全资子公司万华化学(宁波)有限公司的 MDI二期装置(100万吨/年)于2025年11月15日开始停产检修。截至目前，上述装置的停产检修已经结 束，恢复正常生产。 ...

Core Viewpoint - The "2026 DT New Leaf Award" is a global and comprehensive award focused on innovation in the bio-based sector, aimed at discovering, showcasing, and recognizing outstanding products and companies in the bio-based industry [2]. Group 1: Award Overview - The award symbolizes vitality and sustainable innovation, with the goal of uncovering pioneering forces in the bio-based industry that utilize renewable biomass and green technologies to drive low-carbon development [2]. - Over 30 representative companies from the bio-based industry are participating in the "2026 DT New Leaf Award" evaluation, with the first batch of participating companies announced [2]. Group 2: Participating Companies and Products - Wanhua Chemical Group Co., Ltd. is recognized as a leading global chemical new materials enterprise, participating with its low-carbon PCDL product, which is a versatile polyol used for high-end polyurethane materials [3]. - Leaf Bio, a global leader in bio-based aromatic materials, focuses on the development and production of furan-based materials, with core products FDCA and PEF being recognized as potential bio-based platform compounds [4]. - Henan Qiye Technology Development Co., Ltd. is the world's first company to produce non-food cellulose crystalline glucose in bulk, showcasing its innovative production techniques [5]. - Suzhou Polywin Biotechnology Co., Ltd. specializes in straw-based bio-manufacturing, presenting products such as bio-based 1,4-butanediamine and fully bio-based packaging materials [8]. - Ningbo Huafu New Materials Technology Co., Ltd. has developed a novel air oxidation route for producing FDCA, significantly reducing production costs and enhancing competitiveness [11][12]. - Henan Haosen Biological Materials Co., Ltd. has pioneered a continuous production process for bio-based 1,5-pentanediol using non-food biomass, achieving large-scale and efficient green production [15]. Group 3: Award Categories and Timeline - The award features four main categories: Innovation Material Award, Innovation Application Award, Most Commercially Valuable Award, and Innovative Industry Solution Award, likened to the "Oscars" of the bio-based industry [19]. - The first round of applications is open until February 10, 2026, with subsequent voting and evaluation phases scheduled for March 2026, culminating in an award ceremony on May 21, 2026 [27].

Group 1 - The chemical sector is experiencing fluctuations, with the chemical ETF (516020) showing a slight decline of 0.22% as of the report time [1][5] - Key stocks in the sector, including Guangdong Hongda, fell over 3%, while several others like Hanjin Technology and Hengyi Petrochemical dropped more than 2%, negatively impacting the sector's performance [1][5] - Recent regulatory developments include the approval of the "People's Republic of China Hazardous Chemicals Safety Law," effective from May 1, 2026, marking a new phase in hazardous materials management [7] Group 2 - The Ministry of Industry and Information Technology and six other departments have issued a "Work Plan for Stable Growth in the Petrochemical and Chemical Industry (2025-2026)," emphasizing a transition towards green and high-end development [7] - Shanghai Securities anticipates a recovery in the chemical industry, with supply growth expected to slow and a replenishment cycle beginning [7] - Huafu Securities notes that after a downturn in profitability and valuation in 2025, the industry is poised for a rebound in 2026, entering a new phase of supply-demand rebalancing [7] Group 3 - The chemical ETF (516020) tracks the CSI sub-sector chemical industry index, with nearly 50% of its holdings in large-cap leading stocks like Wanhua Chemical and Salt Lake Industry, providing investment opportunities [2][8] - The remaining 50% of the ETF's holdings are diversified across leading stocks in sub-sectors such as phosphate fertilizer, fluorine chemicals, and nitrogen fertilizers [2][8] - Investors can also access the chemical ETF through linked funds (Class A 012537/Class C 012538) for more efficient exposure to the sector [2][8]

Group 1 - The core viewpoint of the articles indicates a positive trend in the petrochemical industry, with the China Petrochemical Industry Index rising by 0.8% and significant gains in constituent stocks such as Guangwei Composites and Tongcheng New Materials [1][2] - The Petrochemical ETF (159731) has seen a continuous inflow of funds over the past seven days, totaling 173 million yuan, reaching a new high in size at 431 million yuan [1] - The Petrochemical ETF has recorded a net value increase of 54.60% over the past two years, with the highest single-month return since inception being 15.86% [1] Group 2 - Tianfeng Securities analysis suggests that the chemical industry is entering a new phase of capital expenditure, with construction projects reaching their highest year-on-year growth since Q3 2012 [2] - The chemical industry is expected to experience a supply-demand reversal by 2026, supported by policies aimed at stabilizing growth and reducing internal competition [2] - The top ten weighted stocks in the China Petrochemical Industry Index account for 56.73% of the index, with major companies including Wanhua Chemical and China Petroleum [2]

Core Viewpoint - The ICIS "Top 40 Most Influential Chemical Leaders Globally by 2026" list recognizes CEOs and senior executives who have made significant positive impacts on their companies and the chemical industry [1] Group 1: Rankings and Notable Leaders - Dr. Sultan Ahmed Al Jaber, CEO of Abu Dhabi National Oil Company (ADNOC), ranks first on the list [1] - Abdulrahman Al-Fageeh, CEO of Saudi Basic Industries Corporation (SABIC), is in second place [1] - Jim Fitterling, CEO of Dow, holds the third position [1] - Chinese chemical leaders include Xiang Jiong Jiong, General Manager of Rongsheng Petrochemical, ranked 16th; Liao Zengtai, Chairman of Wanhua Chemical, ranked 17th; and Dai Houliang, Chairman of China National Petroleum Corporation, ranked 18th [1] Group 2: Evaluation Criteria - The selection criteria for the rankings include five dimensions: project management capability, profitability and shareholder value creation, industry advocacy, mergers and acquisitions and portfolio management, as well as innovation and ESG (Environmental, Social, and Governance) performance [1]

Group 1 - The chemical sector is showing strong performance, with the Chemical ETF (516020) reaching a new three-year high, closing up 1.43% after a peak intraday increase of 2.42% [1][10] - Key stocks in the sector include rubber additives, phosphorus chemicals, and soda ash, with notable gains from Tongcheng New Materials (up 10%), Hongda Co. (up 6.25%), and Guangdong Hongda (up 4.87%) [1][10] - Since the beginning of 2025, the Chemical ETF has outperformed major indices, with a cumulative increase of 48.29% compared to 22.7% for the Shanghai Composite Index and 20.75% for the CSI 300 Index [1][12] Group 2 - The basic chemical sector has attracted significant capital, with a net inflow of 14.694 billion yuan on a single day, leading all sectors in net inflow [4][14] - Over the past 60 days, the basic chemical sector has seen a total net inflow of 254.049 billion yuan, ranking second among all sectors [4][14] - The Chemical ETF has also been popular among investors, with a net subscription of over 310 million yuan in the last five trading days and more than 630 million yuan in the last ten days [6][14] Group 3 - Analysts from Huafu Securities predict that the chemical industry will experience a recovery in profitability in 2026, driven by supply-side reforms and new production capabilities in AI computing and robotics [15] - Tianfeng Securities notes that the chemical industry is entering a phase of capacity release, with a potential reversal in supply-demand dynamics expected in 2026 [15] - The Chemical ETF tracks the CSI Sub-Industry Chemical Theme Index, with nearly 50% of its holdings in large-cap leading stocks, providing investors with opportunities in various sub-sectors [16]

Group 1 - The chemical sector continues to show strength, with the Chemical ETF (516020) experiencing a price increase of 0.77% as of the latest update [1][9] - Key stocks in the sector include Tongcheng New Materials, which hit the daily limit, and Hongda Co., which rose over 4%, along with Guangdong Hongda and Boyuan Chemical, both up over 3% [1][9] - The Chemical ETF has seen significant net inflows, with over 3.1 billion yuan in net subscriptions in the last five trading days and a total of over 6.3 billion yuan in the last ten days [2][11] Group 2 - The Chemical ETF's underlying index has shown a cumulative increase of 46.38% since the beginning of 2025, outperforming major indices such as the Shanghai Composite Index (23.1%) and the CSI 300 Index (20.51%) [2][12] - The basic chemical sector has received a net inflow of over 134 billion yuan in a single day, leading among 30 sectors tracked by CITIC [4][11] - Historical performance of the detailed chemical index shows fluctuations, with a notable increase of 41.09% in 2025, following declines in previous years [5][12] Group 3 - The Chemical ETF (516020) tracks the CSI Sub-Industry Chemical Theme Index, with nearly 50% of its holdings in large-cap leading stocks, including Wanhua Chemical and Salt Lake Co., allowing investors to capitalize on strong market trends [6][14] - The ETF also includes exposure to various sub-sectors such as phosphate fertilizers, fluorine chemicals, and nitrogen fertilizers, providing a comprehensive investment opportunity in the chemical sector [6][14] - Investors can also access the chemical sector through the Chemical ETF linked funds (Class A 012537/Class C 012538) [6][14]

Group 1 - The chemical materials and fine chemicals sectors experienced a strong rally, with the CSI sub-index for the chemical industry rising by 2.11% as of 10:36 AM on January 15, 2026, with notable stock performances including Hongda Co. up 8.95%, Guangdong Hongda up 6.06%, and Yuntianhua up 4.64% [1] - Since 2021, high prices of chemical products have led to increased capital expenditures by petrochemical and chemical companies, initiating a new round of capacity expansion. However, from 2022 onwards, as new capacities were released and oil prices fell from their peaks, many chemical product prices have continued to decline, resulting in decreased profitability for some companies [1] - Starting in 2024, most chemical product prices are stabilizing at the bottom, and while corporate profitability remains under pressure, the introduction of growth stabilization plans is expected to lead to the elimination of some outdated capacities, improving the overall supply-demand dynamics in the industry and enhancing product profitability [1] Group 2 - Guohai Securities suggests that the anti-involution policy may lead to a re-evaluation of the Chinese chemical industry, with a significant slowdown in global capacity expansion expected. The Chinese chemical industry has ample net cash flow from operating activities, and the slowdown in capacity expansion is likely to enhance potential dividend yields, shifting the industry from a capital-consuming model to a profit-returning one [1] - The optimization of the supply side is anticipated to drive a recovery in industry sentiment, with chemical stocks exhibiting high elasticity and dividend advantages [1] - As of December 31, 2025, the top ten weighted stocks in the CSI sub-index for the chemical industry accounted for 45.31% of the index, including companies like Wanhua Chemical and Yanhua Co. [2]