Core Viewpoint - The company plans to invest approximately 71.43 million yuan in a 110kV power transmission and transformation project to upgrade outdated electrical facilities, enhance operational efficiency, and ensure safety in its production processes [1] Group 1: Project Details - The existing power supply facilities at the company's Shifang non-ferrous metal subsidiary have been in use for over 20 years and are experiencing issues such as high power loss and operational inefficiency [1] - The new 110kV project aims to improve power supply stability and energy efficiency, which will enhance the profitability and market competitiveness of the zinc smelting and electrolytic zinc businesses [1] Group 2: Strategic Importance - This project is a significant step for the company to focus on core business operations, optimize production support, and reduce costs [1] - The reliable power supply from this project will support future technological upgrades and capacity expansion at the Shifang non-ferrous metal subsidiary [1] - The project aligns with national energy-saving and carbon reduction policies, contributing to the company's long-term sustainable development [1]

证券代码：600331 证券简称：宏达股份 公告编号：2026-015 四川宏达股份有限公司 关于什邡有色金属分公司投资建设 110kV 输变电工程项目的 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法律责任。 重要内容提示： 交易实施尚需履行的审批及其他相关程序：该事项已经 2026 年 2 月 10 日召开的第十届董事会第二十七次会议审议通过，本次投资事项未达到股 东会审议标准，无需提交股东会审议。 其它需要提醒投资者重点关注的风险事项：项目实施过程中可能面临 建设进度不及预期、成本节约效益未达预期、主要设备供应延迟及征地进度 不匹配等风险。敬请广大投资者理性投资，注意投资风险。 一、对外投资概述 四川宏达股份有限公司（以下简称 "公司"）什邡有色金属分公司现有供配 电设施电压等级为 10kV，设备投用年限已超 20 年，存在技术落后、老化破损等 1 投资标的名称：什邡有色金属分公司 110kV 输变电工程项目 投资金额：总投资约 7,143 万元 问题，导致供电损耗偏高、运行效率不足，且存在潜在安全隐患，已无法满足当 前 ...

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。 一、董事会会议召开情况 证券代码：600331 证券简称：宏达股份 公告编号：临 2026-014 四川宏达股份有限公司 第十届董事会第二十七次会议决议公告 属分公司投资建设 110kV 输变电工程项目的公告》（临 2026-015）。 特此公告。 四川宏达股份有限公司（以下简称"公司"）第十届董事会第二十七次会议通 知于 2026 年 2 月 6 日以邮件、电话等方式发出，于 2026 年 2 月 10 日 9:00 以视 频通讯方式召开。会议由董事长乔胜俊先生主持，应到董事 9 人，实到董事 9 人，公司部分高管列席了本次会议。本次会议的召集和召开符合《公司法》等有 关法律、行政法规、部门规章、规范性文件和《公司章程》的相关规定，会议形 成的决议合法、有效。 二、董事会会议审议情况 经与会董事审议，会议一致通过了《关于什邡有色金属分公司投资建设 110kV 输变电工程项目的议案》。 董事会同意什邡有色金属分公司投资建设 110kV 输变电工程项目，项目总 投资控制在人民币 7 ...

Core Viewpoint - The company plans to invest in a 110kV power transmission and transformation project to upgrade outdated electrical facilities at its Shifang non-ferrous metal subsidiary, addressing safety and efficiency issues while reducing electricity costs [1] Group 1: Project Details - The existing power supply facilities at the Shifang non-ferrous metal subsidiary have been in use for over 20 years and are experiencing technical obsolescence and aging issues [1] - The total investment for the new 110kV project is approximately 71.43 million yuan [1] - The project aims to ensure safe power supply for production, optimize energy structure, and provide reliable power support for future technological upgrades and capacity enhancements [1]

Group 1 - The core transaction details of Hongda Co., Ltd. include a block trade of 541,600 shares on February 9, with a total transaction value of 9.2993 million yuan, representing 0.7% of the total trading volume for that day [1][2] - The transaction price was 17.17 yuan, which was consistent with the market closing price of 17.17 yuan on the same day [1][2]

Summary of Key Points Core Viewpoint - As of February 6, the margin trading balance in A-shares is 26,636.6 billion yuan, a decrease of 17.2 billion yuan from the previous trading day, accounting for 2.6% of the A-share circulating market value [1] Group 1: Margin Trading Data - The margin trading transaction amount on the same day was 191.166 billion yuan, down by 8.185 billion yuan from the previous trading day, representing 8.83% of the A-share transaction amount [1] - All 31 primary industries in Shenwan showed a net repayment status, with the non-ferrous metals industry having the highest net repayment amount of 2.052 billion yuan [1] Group 2: Individual Stock Performance - A total of 21 individual stocks had a net buying amount exceeding 100 million yuan, with Hunan Gold leading at a net buying amount of 404.146 million yuan [2] - Other notable stocks with significant net buying amounts include Hengtong Optic-Electric, Shenzhen South Circuit, Shuangliang Energy, Jiangfeng Electronics, Hongda Shares, Starlight Intelligent Drive, CITIC Securities, Zhongtung High-Tech, and Tianfu Communication [2]

沪深两市数据显示，2月6日，融资净买入前十的股票分别为： 亨通光电（4.04亿元）、500ETF（2.34 亿元）、 双良节能（2.23亿元）、转债ETF（2.02亿元）、 宏达股份（1.92亿元）、 中信证券（1.81亿 元）、 寒武纪（1.53亿元）、 兆易创新（1.50亿元）、 炬光科技（1.31亿元）、1000ETF（1.17亿 元）。 ...

Group 1 - The core business of the company is focused on phosphorus chemicals and non-ferrous metal zinc smelting, with main products including zinc ingots, zinc alloys, phosphate series products, and compound fertilizers [1] - The company holds a 30% stake in Tibet Hongda Duolong Mining Co., Ltd., which currently possesses exploration rights for the Duolong Copper Mine and the Dubuzaxi Copper Mine [1] - Tibet Hongda Duolong Mining Co., Ltd. is actively advancing the "exploration to production" transition and the preliminary preparations for the development of the Duolong Copper Mine, aiming to convert high-quality resources into actual benefits as soon as possible [1]

Group 1 - The chemical sector is showing strong performance, with the Chemical ETF (516020) experiencing a price increase of 3.13% as of the report time [1][2] - Key stocks in the sector, including Enjie Co., Ltd., Hongda Co., and Duofuduo, have seen significant gains, with Enjie Co. reaching the daily limit up and others rising over 8% [1][2] - The basic chemical sector has attracted substantial capital inflow, with nearly 20 billion yuan in net inflow, leading among 30 major sectors [1][3] Group 2 - Prices for mainstream refrigerants have continued to rise, with R32 long-term contract prices at 61,200 yuan per ton, up 1,000 yuan from the previous quarter, marking a 1.66% increase [3] - The outlook for the industry suggests that regulatory measures and self-discipline initiatives will strengthen supply constraints, benefiting certain sub-sectors like chlor-alkali and pesticides [3] Group 3 - The Chemical ETF (516020) tracks the CSI sub-sector chemical industry index, covering popular themes such as AI computing power and new energy [4] - Investors can also access the chemical sector through the Chemical ETF linked funds, which provide a more efficient way to invest [4]

Group 1 - The chemical sector is showing strong performance, with the Chemical ETF (516020) experiencing a price increase of 3.13% as of the report [1][8] - Key stocks in the sector, including lithium battery, phosphorus chemical, and fluorine chemical industries, are seeing significant gains, with Enjie Co. hitting the daily limit, and Hongda Co. and Duofuduo both rising over 8% [1][8] - The basic chemical sector has attracted substantial capital, with a net inflow of nearly 20 billion yuan, leading among 30 major sectors [5][10] Group 2 - In the first quarter, the prices of mainstream refrigerants are continuing to rise, with R32 long-term contract prices expected to reach 61,200 yuan per ton, a 1.66% increase from the previous quarter [2][10] - The report suggests that with ongoing anti-involution policies, supply constraints in the industry are expected to strengthen, benefiting certain sub-sectors such as chlorine-alkali, pesticides, and polyester filament [2][10] Group 3 - The Chemical ETF (516020) tracks the CSI sub-sector chemical industry theme index, covering popular topics such as AI computing power, anti-involution, robotics, and new energy [3][11] - Investors can also access the Chemical ETF through linked funds (Class A 012537/Class C 012538) for more efficient exposure to the chemical sector [3][11]