2月26日，磷化工概念反复活跃，澄星股份3连板，金正大6天4板，清水源、川金诺、新化股份跟涨。 消息面上，美国将磷元素及草甘膦除草剂提升至国家安全优先事项，指出这两种物资的短缺将对国家安 全构成直接威胁。 拓展阅读 化工ETF是目前年内最受资金青睐的主题ETF之一。 回顾2月25日，稀土、磷化工板块爆发，Wind稀土、磷化工概念指数分别上涨8.45%和6.74%。 当日在板块带动下，稀土主题ETF（交易型开放式指数基金）领涨股票型ETF，多只稀土主题ETF涨幅 超过5%。 从板块表现来看，化工相关板块近期有所异动。Wind数据显示，2月24日和25日，磷化工指数连续两日 大涨，涨幅分别为8.41%和6.74%；稀土、稀有金属等板块也在2月25日爆发。 周期板块频获关注 对于化工板块近期频频异动的原因，泰石投资董事总经理韩玮在接受《国际金融报》记者采访时表示， 国外磷化工产品管制政策、国内"反内卷"政策与行业复苏周期三重效应相叠加，导致化工板块受到投资 者追捧。 化工主题ETF虽未在当日大涨，但相关ETF已是今年以来最受资金青睐的品种。数据显示，截至2月24 日，1只细分化工ETF年内净流入额超165亿元，份额 ...

Investment Rating - The report maintains a "Positive" rating for the chemical industry [4][3]. Core Insights - The macroeconomic outlook for the chemical industry indicates a stable increase in oil demand due to global economic recovery and tariff adjustments, with Brent crude oil expected to remain in the range of $60-75 per barrel [4][5]. - The report highlights a potential spring boom in the chemical sector, driven by the success of domestic robotics showcased during the Spring Festival and favorable export conditions following tariff reductions [4][3]. - Investment opportunities are identified in various chains, including textiles, agricultural chemicals, and overseas real estate, with specific companies recommended for investment [4][3]. Industry Dynamics - Oil supply is tightening due to OPEC+ production delays and peak shale oil output, while demand is stabilizing with improved global economic conditions [5]. - The chemical industry is at a cyclical turning point, with downstream operations gradually resuming post-holiday, indicating a positive demand outlook for the year [4][3]. - The report notes that the Producer Price Index (PPI) for industrial products decreased by 1.4% year-on-year in January, while the manufacturing PMI recorded 49.3, indicating some volatility in manufacturing activity [7][4]. Investment Analysis - The report suggests a diversified investment strategy focusing on four key areas: textiles, agricultural chemicals, export chains, and beneficiaries of "anti-involution" policies [4][3]. - Specific companies to watch include those in the textile chain like Lu Xi Chemical and Tongkun Co., and in the agricultural chain like Hualu Hengsheng and Baofeng Energy [4][3]. - The report emphasizes the importance of self-sufficiency in key materials, particularly in semiconductor and panel materials, recommending companies such as Yake Technology and Ruilian New Materials [4][3].

证券日报网讯2月11日，新化股份（603867）在互动平台回答投资者提问时表示，每种技术都有特定的 适用范围，在适应的工况下萃取技术对锂收率、自动化程度、生产成本都具备良好的优势；生产物料本 身自带温度，很多工况下还需要降温。 ...

Core Viewpoint - XinHua Co., Ltd. plans to invest in the second phase of its synthetic flavor product base, with a fixed asset investment of 152.5 million yuan, aiming to enhance product variety and market competitiveness [1] Investment Details - The total fixed asset investment for the project is 152.5 million yuan [1] - The project is expected to commence construction on April 1, 2026, with a construction period of approximately 12 months [1]

证券日报网讯 2月10日，新化股份在互动平台回答投资者提问时表示，公司出口或销售相关业务请关注 公司定期报告。 （文章来源：证券日报） ...

Core Viewpoint - The company has demonstrated high recovery rates and advantages in extraction technology for lithium battery recycling, and is expanding this technology into precious metal recovery [2] Group 1: Extraction Technology - The company's extraction technology shows high recovery rates for metals such as lithium, nickel, cobalt, and manganese [2] - The extraction process is characterized by simplicity, safety, and environmental friendliness [2] Group 2: Market Expansion - The company is actively working to apply its extraction technology in the precious metals recovery sector [2]

格隆汇2月4日丨新化股份(603867.SH)在投资者互动平台表示，公司在萃取技术方面拥有扎实的研发积 累，目前在锂电池材料回收等领域已实现成熟应用，能够高效提取锂、镍、钴、锰等金属。关于磷元素 提取，公司在实验室层面已具备相应的技术能力，但尚未实现工业化应用。 ...

Core Viewpoint - The announcement from Xinhua Co., Ltd. regarding the share reduction plan by director Fang Junwei indicates a strategic move to liquidate a portion of his holdings in the company, which may reflect broader market conditions or personal financial strategies [2]. Summary by Relevant Sections Shareholding Details - Before the implementation of the reduction plan, director Fang Junwei held 300,815 shares of Zhejiang Xinhua Chemical Co., Ltd., accounting for 0.16% of the company's total share capital as of the disclosure date [2]. Reduction Plan - The company disclosed the share reduction plan on September 17, 2025, stating that within three months following the 15 trading days after the announcement, Fang Junwei intends to reduce his holdings by 75,200 shares, which is up to 25% of his total shares held [2]. Execution of Reduction - As of January 15, 2026, Fang Junwei has reduced his holdings by 20,000 shares, representing 0.0092% of the company's total share capital, marking the completion of the reduction period [2].

浙江新化化工股份有限公司 董事减持股份结果公告 本公司董事会、全体董事及相关股东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： 董事持股的基本情况 本次减持计划实施前，董事方军伟先生持有浙江新化化工股份有限公司（以 下简称"公司"）股份 300,815 股，占减持计划披露日公司总股本的比例为 0.16%。 减持计划的实施结果情况 证券代码：603867 证券简称：新化股份 公告编号：2026-001 (一)公司董事因以下事项披露减持计划实施结果： 披露的减持时间区间届满 | 股东名称 | 方军伟 | | --- | --- | | 减持计划首次披露日期 | 2025 年 9 月 17 日 | | 减持数量 | 20,000股 | | 减持期间 | 2025 年 10 月 16 日～2026 年 1 月 15 日 | | 减持方式及对应减持数 量 | 集中竞价减持，20,000 股 | | 减持价格区间 | 30.6～32.2元/股 | | 减持总金额 | 626,500元 | | 减持完成情况 | 未完成：55,200 股 | | ...

Core Viewpoint - The company XinHua Co., Ltd. announced a share reduction plan by its director Fang Junwei, intending to sell up to 7.52 million shares, which is no more than 25% of his total holdings, within three months after the announcement [1] Summary by Relevant Sections - **Share Reduction Plan** - The share reduction plan was disclosed on September 17, 2025, and allows the director to reduce his holdings through centralized bidding [1] - The plan specifies that the director intends to sell 7.52 million shares [1] - **Current Status of Share Reduction** - As of January 15, 2026, the director has reduced his holdings by 20,000 shares, which represents 0.0092% of the company's total share capital [1] - The reduction period for this plan has now concluded [1]