Group 1 - The core point of the news is that Hongda Co., Ltd. has seen a stock price increase of 5% on December 22, reaching 12.17 yuan per share, with a total market capitalization of 32.148 billion yuan and a cumulative increase of 6.23% over three consecutive days [1] - Hongda Co., Ltd. is primarily engaged in mining, non-ferrous metal smelting, and the production and sales of phosphate chemical products, with revenue composition as follows: zinc metal and by-products 45.55%, ammonium phosphate series products 33.44%, compound fertilizer products 11.82%, synthetic ammonia 5.16%, and others 3.27% [1] Group 2 - According to data from the top ten holdings of funds, one fund under Chuangjin Hexin has a significant position in Hongda Co., Ltd., with 108,300 shares held, accounting for 1.28% of the fund's net value, making it the second-largest holding [2] - The Chuangjin Hexin CSI 1000 Enhanced A fund has achieved a year-to-date return of 31.02%, ranking 1385 out of 4197 in its category, and a one-year return of 26.56%, ranking 1552 out of 4152 [2]

证券日报网讯12月10日，宏达股份（600331）在互动平台回答投资者提问时表示，截至2025年9月30 日，公司股东总数为61040户。 ...

Group 1 - The chemical sector experienced a significant rally on December 5, with the Chemical ETF (516020) showing a nearly unilateral upward trend, peaking at a 1.65% increase during the day and closing with a 1.39% gain [1][8] - Key stocks in the sector included agricultural chemicals, nitrogen fertilizers, and polyurethanes, with notable gains from Yangnong Chemical (up 6.11%), Luxi Chemical (up 4.69%), and several others exceeding 4% [1][8] - The Chemical ETF tracks a diversified index that includes leading companies in the lithium battery sector, such as Tianqi Lithium and Enjie, which are expected to benefit from the ongoing recovery in lithium battery demand [3][10] Group 2 - The current valuation of the chemical sector appears attractive, with the Chemical ETF's index price-to-book ratio at 2.32, placing it at the 39.61 percentile relative to the past decade, indicating a favorable long-term investment opportunity [3][10] - Looking ahead, the chemical industry is expected to see a gradual recovery in demand starting in 2024, driven by improvements in both domestic and international markets, particularly in sectors like automotive and textiles [4][11] - The "14th Five-Year Plan" emphasizes enhancing quality and efficiency in economic growth, which is anticipated to lead to increased domestic demand and a significant rise in new energy vehicle penetration [10][11] Group 3 - The Chemical ETF (516020) offers a high-efficiency investment vehicle for gaining exposure to the chemical sector, with nearly 50% of its holdings in large-cap stocks like Wanhua Chemical and Salt Lake Industry, while also diversifying into other segments such as phosphate and nitrogen fertilizers [5][12] - The industry is projected to face a reduction in capital expenditures starting in 2024, which, combined with the clearing of outdated overseas capacities, may lead to a contraction in supply and a potential turning point for the sector by 2026 [4][11]

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法律责任。 重要内容提示： (五)公司董事、监事和董事会秘书的出席情况 ● 本次会议是否有否决议案：无 一、会议召开和出席情况 (一)股东会召开的时间：2025年12月3日 (二)股东会召开的地点：四川省什邡市宏达金桥大酒店二楼会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： ■ (四)表决方式是否符合《公司法》及《公司章程》的规定，大会主持情况等。 会议由公司董事会召集，董事长乔胜俊主持，采取现场与网络投票方式，对需审议议案进行了记名投票 表决，会议的召集和表决方式符合《公司法》《公司章程》及国家相关法律、法规的规定。 1、公司在任董事9人，出席8人，非独立董事张建因工作原因未能出席本次股东会； 2、公司在任监事3人，出席1人，监事金代勇、邓佳因工作原因未能出席本次股东会； 3、董事会秘书王延俊出席了本次股东会；公司部分高管列席了本次股东会。 二、议案审议情况 (一)非累积投票议案 1、议案名称：《关于变更注册资本、修订〈公司章程〉及取消监事会的议案》 审议结果 ...

证券代码：600331 证券简称：宏达股份 公告编号：2025-091 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法律责任。 重要内容提示： ● 本次会议是否有否决议案：无 一、 会议召开和出席情况 (一) 股东会召开的时间：2025年12月3日 (二) 股东会召开的地点：四川省什邡市宏达金桥大酒店二楼会议室 (三) 出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： (四) 表决方式是否符合《公司法》及《公司章程》的规定，大会主持情况等。 会议由公司董事会召集，董事长乔胜俊主持，采取现场与网络投票方式，对需审议议案进行了记名投票 表决，会议的召集和表决方式符合《公司法》《公司章程》及国家相关法律、法规的规定。 (五) 公司董事、监事和董事会秘书的出席情况 1、 公司在任董事9人，出席8人，非独立董事张建因工作原因未能出席本次股东会； 2、 公司在任监事3人，出席1人，监事金代勇、邓佳因工作原因未能出席本次股东会； 3、 董事会秘书王延俊出席了本次股东会；公司部分高管列席了本次股东会。 二、 议案审议情况 (一) 非累积 ...

证券代码：600331 证券简称：宏达股份 公告编号：2025-091 四川宏达股份有限公司 2025年第七次临时股东会决议公告 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法律责任。 重要内容提示： 本次会议是否有否决议案：无 一、 会议召开和出席情况 | 1、出席会议的股东和代理人人数 | 414 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 1,172,490,263 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | 44.3856 | | 份总数的比例（%） | | (四) 表决方式是否符合《公司法》及《公司章程》的规定，大会主持情况等。 会议由公司董事会召集，董事长乔胜俊主持，采取现场与网络投票方式，对 需审议议案进行了记名投票表决，会议的召集和表决方式符合《公司法》《公司 章程》及国家相关法律、法规的规定。 (一) 股东会召开的时间：2025 年 12 月 3 日 (二) 股东会召开的地点：四川省什邡市宏达金桥大酒店二楼会议室 (三) 出席会议的普通股股东和恢复表决 ...

中银（成都）律师事务所 关于四川宏达股份有限公司 2025 年第七次临时股东会的 成都中银（2025）第 008-080 号 2025 年 12 月 www.zhongyinlawyer.com 北京中银（成都）律师事务所 关于四川宏达股份有限公司 2025 年第七次临时股东会的 法律意见书 致：四川宏达股份有限公司 北京中银（成都）律师事务所（以下简称"中银律师"）接受四川宏达股份 有限公司（以下简称"公司"）的委托，根据《中华人民共和国证券法》（以下 简称《证券法》）《中华人民共和国公司法》（以下简称《公司法》）、中国证 券监督管理委员会《上市公司股东会规则》（以下简称《股东会规则》）等有关 法律法规以及《四川宏达股份有限公司章程》（以下简称《公司章程》）的有关 规定，指派律师出席公司 2025 年第七次临时股东会（以下简称"本次股东会"） 并就本次股东会的相关事项发表意见。 为出具本法律意见书，中银律师审查了本次股东会的相关资料，包括但不限 于《公司召开 2025 年第七次临时股东会的通知》《宏达股份第十届董事会第二 十四次会议决议公告》《关于变更注册资本、修订<公司章程>、相关制度及取 消监事会的公告 ...

Core Viewpoint - The phosphate chemical sector has shown a positive performance with a 1.40% increase, ranking 9th among concept sectors, driven by significant gains in several stocks [1][2]. Group 1: Sector Performance - The phosphate chemical sector increased by 1.40%, with 39 stocks rising, including Wansheng Co., which hit the daily limit, and notable increases in Chenhua Co. (8.23%), Jushi Chemical (4.76%), and Qingshuiyuan (4.74%) [1][2]. - The sector experienced a net outflow of 510 million yuan from main funds, despite 20 stocks seeing net inflows, with Hunan YN leading at 119 million yuan [2][3]. Group 2: Fund Flow Analysis - The top stocks by net inflow ratio included Wansheng Co. (22.90%), Dongjiang Environmental (10.22%), and Hunan YN (8.73%) [3][4]. - The net inflow of main funds for Wansheng Co. was 48.97 million yuan, while other significant inflows were seen in Yuntianhua (79.93 million yuan) and Lvxihua (30.39 million yuan) [2][3]. Group 3: Stock Performance - Stocks with notable increases included Wansheng Co. (9.98%), Chenhua Co. (8.23%), and Qingshuiyuan (4.74%), while stocks like Yuegui Co. and Hongda Co. faced declines of 1.98% and 1.01%, respectively [1][5]. - The trading volume and turnover rates varied, with Hunan YN showing a turnover rate of 5.10% and a net inflow of 118.91 million yuan [3][4].

四川宏达股份有限公司 二○二五年第七次临时股东会会议资料 股票简称：宏达股份 股票代码：600331 2025 年 12 月 3 日 四川宏达股份有限公司 2025 年第七次临时股东会会议资料 四川宏达股份有限公司 二 O 二五年第七次临时股东会会议议程 股东会召开时间： 现场会议时间：2025 年 12 月 3 日上午 9:30 网络投票时间：采用上海证券交易所网络投票系统，通过交易系统投票平台 的投票时间为股东会召开当日的交易时间段，即 2025 年 12 月 3 日 9:15-9:25， 9:30-11:30，13:00-15:00；通过互联网投票平台（网址：vote.sseinfo.com） 的投票时间为股东会召开当日的 9:15-15:00。 会议召集人：四川宏达股份有限公司董事会 参加人员：公司股东及股东代表、公司董事、监事和高级管理人员、公司聘请的 律师及其他人员 会议主持人：董事长乔胜俊先生 会议方式：采取现场投票和网络投票相结合的方式 --会议介绍-- 1、主持人宣布会议开始，董事会秘书介绍股东到会情况 2、董事会秘书宣读股东会须知 --会议议案报告-- 现场会议地点：四川省什邡市宏达金桥大 ...

Core Viewpoint - The chemical sector is currently experiencing a phase of consolidation, with the chemical ETF (516020) showing slight upward movement after initial low-level fluctuations, indicating potential investment opportunities in specific sub-sectors such as explosives, potash, and phosphorus chemicals [1] Group 1: Market Performance - The chemical ETF (516020) saw a price increase of 0.13% during the trading session, reflecting a broader trend in the chemical sector [1] - Key stocks in the sector, such as Guangdong Hongda, Yaqi International, and Salt Lake Co., have shown significant gains, with Guangdong Hongda rising over 4% [1] Group 2: Industry Insights - The chemical industry is currently at a dual bottom in terms of valuation and profitability, with expectations of demand improvement due to the Federal Reserve's potential interest rate cuts and stabilization of global political conditions [2][3] - Cost pressures are anticipated to ease, with oil and coal prices expected to remain under pressure, leading to weaker cost support for chemical products [2] - The construction of basic chemical projects is projected to decline by 12.4% year-on-year in the first half of 2025, indicating a tightening supply situation [2] Group 3: Investment Recommendations - Analysts suggest focusing on sectors that may benefit from anti-involution policies, such as pesticides, organic silicon, and polyester filament, which are expected to have significant profit elasticity [3] - The chemical ETF (516020) is highlighted as a cost-effective investment option, with its underlying index trading at a price-to-book ratio of 2.28, which is relatively low compared to historical levels [3] - The chemical sector is poised for a potential performance and valuation uplift driven by supply-side reforms and improved management practices among leading companies [3] Group 4: ETF Strategy - The chemical ETF (516020) tracks the CSI segmented chemical industry index, providing exposure to various sub-sectors, with nearly 50% of its holdings in large-cap leading stocks [4] - Investors can also consider the chemical ETF linked funds (Class A 012537/Class C 012538) for efficient exposure to the chemical sector [4]