Investment Rating - The report does not explicitly state an investment rating for the petrochemical industry [1]. Core Insights - The report highlights that the reduction in production of polyester filament supports the upward movement of product prices [1]. - Domestic and international refining project price differentials are tracked, with domestic key refining project price differential at 2474.39 CNY/ton, a decrease of 21.68 CNY/ton (-0.87%) week-on-week, while the international price differential is at 1105.24 CNY/ton, down by 57.47 CNY/ton (-4.94%) [2][3]. - Brent crude oil's weekly average price is reported at 64.50 USD/barrel, reflecting a week-on-week increase of 4.69% [2]. Summary by Sections Refining Sector - The report discusses the impact of geopolitical tensions in Venezuela and Iran, which have influenced oil prices. Initially, oil prices rose due to these tensions, but later eased as the situation in Iran stabilized and Venezuelan oil exports resumed [2][15]. - Domestic refined oil prices have shown a slight decline, with diesel, gasoline, and aviation kerosene averaging 6334.57 CNY (-70.71), 7526.14 CNY (-25.43), and 5246.79 CNY (-11.79) per ton respectively [15]. Chemical Sector - The chemical products' prices have generally increased due to strong cost support. Polyethylene prices are fluctuating, while polypropylene prices are rising due to reduced supply pressure from increased maintenance [2][43]. - EVA prices have significantly increased due to the cancellation of export tax rebates for photovoltaic products, leading to improved price differentials [2][43]. - Benzene prices have risen, but the price differential remains stable, while styrene prices have increased due to strong overseas demand and declining inventory [2][43]. Polyester & Nylon Sector - In the polyester segment, cost support remains strong, but weak demand in the textile sector has led to a slight increase in PX prices. The overall operating rate has decreased due to maintenance and production cuts in filament plants, resulting in price increases driven by supply-side support [2][43].

Core Viewpoint - Tongkun Group Co., Ltd. successfully redeemed its second phase of ultra-short-term financing bonds for 2025, demonstrating its financial stability and commitment to fulfilling debt obligations [1] Group 1: Financing Details - The company issued the second phase of ultra-short-term financing bonds (referred to as 25 Tongkun SCP002) on April 18, 2025, with a total issuance amount of 500 million RMB [1] - The bonds had a maturity period of 270 days and an interest rate of 2.02%, with the total principal and interest repayment amounting to 507,471,232.88 RMB upon maturity [1] - The funds raised were fully received by the company on April 21, 2025 [1] Group 2: Redemption Information - The bonds matured on January 16, 2026, and the company completed the repayment of both principal and interest on that date [1] - The total amount repaid included both the principal and interest, indicating the company's ability to manage its financial obligations effectively [1]

证券日报网讯1月16日，桐昆股份（601233）在互动平台回答投资者提问时表示，公司出口欧盟地区的 收入在公司整体营业收入中的占比较小，销售方式为直接出口。 ...

Group 1 - The stock price of Tongkun Co., Ltd. (601233) closed at 18.41 yuan on January 16, 2026, down 2.07% from the previous trading day, with a total market capitalization of 44.272 billion yuan [1] - On the same day, the stock opened at 19.0 yuan, reached a high of 19.1 yuan, and a low of 18.32 yuan, with a trading volume of 517 million yuan and a turnover rate of 1.16% [1] - The company announced the issuance of the second phase of ultra-short-term financing bonds for 2025 on April 18, 2025, with a total issuance amount of 500 million yuan, a term of 270 days, and an interest rate of 2.02% [1] Group 2 - The financing bonds matured on January 16, 2026, and the company fully repaid the principal and interest, totaling 507,471,232.88 yuan [1]

Market Overview - The refining and trading sector experienced a decline of 1.61% on January 16, with Taishan Petroleum leading the drop [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] Stock Performance - Notable gainers in the refining and trading sector included: - Heshun Petroleum (603353) with a closing price of 31.98, up 5.58% [1] - Bohai Chemical (600800) at 4.09, up 4.07% [1] - Baomo Co. (002476) at 7.42, up 3.34% [1] - Conversely, significant decliners included: - Taishan Petroleum (000554) at 6.84, down 3.39% [2] - Qixiang Tengda (002408) at 4.91, down 2.96% [2] - Tongkun Co. (601233) at 18.41, down 2.07% [2] Capital Flow - The refining and trading sector saw a net outflow of 226 million yuan from main funds, while speculative funds had a net inflow of 209 million yuan, and retail investors saw a net inflow of 17.16 million yuan [2] - Key stocks with significant capital flow included: - Baomo Co. (002476) with a main fund net inflow of 27.68 million yuan [3] - Guanghui Energy (600256) with a main fund net inflow of 25.49 million yuan [3] - Bohai Chemical (600800) with a main fund net inflow of 23.69 million yuan [3]

现本公司2025年度第二期超短期融资券已于2026年1月16日到期，本公司已兑付完成该期超短期融资券 本息，本息兑付总额为人民币507,471,232.88元。 格隆汇1月16日丨桐昆股份(601233.SH)公布，2025年4月18日，公司在全国银行间市场发行了2025年度 第二期超短期融资券(简称：25桐昆 SCP002(科创票据))，发行总额为5亿元人民币，期限270天，发行利 率为2.02%，到期一次还本付息。募集资金已于2025年4月21日全额到账。 ...

股票代码：601233 股票简称：桐昆股份 公告编号：2026-005 桐昆集团股份有限公司 关于 2025 年度第二期超短期融资券到期兑付的公告 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。 2025 年 4 月 18 日，桐昆集团股份有限公司（以下简称"桐昆股 份"或"本公司"）在全国银行间市场发行了 2025 年度第二期超短 期融资券（简称：25 桐昆 SCP002（科创票据）），发行总额为 5 亿 元人民币，期限 270 天，发行利率为 2.02%，到期一次还本付息。募 集资金已于 2025 年 4 月 21 日全额到账。 现本公司 2025 年度第二期超短期融资券已于 2026 年 1 月 16 日 到期，本公司已兑付完成该期超短期融资券本息，本息兑付总额为人 民币 507,471,232.88 元。 特此公告。 桐昆集团股份有限公司董事会 2026 年 1 月 17 日 ...

Core Viewpoint - The company plans to repurchase and cancel a total of 4,552,410 shares of restricted stock due to the departure of certain incentive plan participants and unmet performance targets for the second release period of the stock [2][9]. Group 1: Reasons for Repurchase and Cancellation - The repurchase and cancellation are due to 8 individuals leaving for personal reasons and 2 retiring, which disqualifies them from being incentive plan participants [2][10]. - Additionally, the company did not meet the performance assessment criteria for the second release period, leading to the cancellation of 4,329,270 shares of restricted stock [8][10]. Group 2: Decision and Disclosure Process - The decision for the repurchase was approved in meetings held on September 25, 2023, and subsequent meetings, with independent directors providing opinions and the supervisory board verifying the matters [3][4]. - The company publicly disclosed the names and positions of the incentive plan participants from September 26 to October 6, 2023, with no objections received during the public notice period [3][4]. Group 3: Repurchase and Cancellation Details - The repurchase involves a total of 421 participants, with 10 disqualified due to personal reasons and 411 due to unmet performance targets [10]. - The company has set up a dedicated securities account for the repurchase and expects to complete the cancellation by January 20, 2026 [11]. Group 4: Changes in Share Structure - Following the cancellation, the company's share capital will be adjusted, with the total number of shares decreasing from 2,400,227,363 to 2,379,001,490 [18][19]. Group 5: Legal Compliance and Commitments - The board assures that the decision-making process and disclosures comply with relevant laws and regulations, and there are no violations of the rights of incentive participants or creditors [13][14].

登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码：601233 股票简称：桐昆股份 公告编号：2026-003 桐昆集团股份有限公司 2026年第一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 (一)股东会召开的时间：2026年1月15日 (二)股东会召开的地点：浙江省桐乡市凤凰湖大道518号桐昆集团股份有限公司总部会议室 (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，会议主持情况等。 本次会议由公司董事会提议召开。公司董事长陈蕾主持会议。会议召集及召开程序符合《公司法》和 《公司章程》的有关规定。 (五)公司董事和董事会秘书的列席情况 二、议案审议情况 (一)非累积投票议案 1、议案名称：《关于注销公司回购专用证券账户股份的议案》 审议结果：通过 表决情况： ■ 2、议案名称：《关于变更注册资本并修订〈公司章程〉的议案》 审议结果：通过 表 ...

（文章来源：证券日报） 证券日报网讯 1月15日，桐昆股份发布公告称，公司2026年第一次临时股东会审议通过《关于注销公司 回购专用证券账户股份的议案》《关于变更注册资本并修订的议案》。 ...