Major Announcements - China Gold announced that its stock trading shows signs of market sentiment overheating, which may lead to a risk of short-term declines after significant price increases. The company's P/E ratio is 55.63, significantly higher than the industry median of 28.60 [1] - Zhaojin Mining stated that the prices of its gold and gold concentrate products are highly influenced by fluctuations in gold prices, which could significantly impact its operating performance if gold prices experience large swings [2] - Silver (Core Stock) Nonferrous reported that the revenue from its gold and silver products constitutes a low proportion of total operating income, with gold product sales accounting for 18.67% and silver product sales for 4.54% of total revenue [3] Company-Specific Risks - Hunan Silver (Core Stock) indicated that it has a relatively low amount of proven metal resources compared to industry peers, which poses a resource reserve risk. The company also faces risks from silver price fluctuations and has a low gross margin of 6.54% compared to mining companies [4] - TianShun Wind Energy decided to implement a long-term shutdown of six wholly-owned subsidiaries due to increasing market competition, aiming to optimize resource allocation and focus on core businesses like offshore wind power [5] - Qidi Environment expects a negative net asset value by the end of 2025, which may lead to a risk warning for its stock trading if the audited net assets are confirmed to be negative [6] Performance Forecasts - BlueFocus anticipates a net profit of 1.8 billion to 2.2 billion yuan for 2025, benefiting from growth in overseas business and improved credit management [12] - Shengyi Technology expects a net profit of 3.25 billion to 3.45 billion yuan for 2025, representing a year-on-year increase of 87% to 98% due to rising sales of copper-clad laminates [13] - Sichuan Gold forecasts a net profit of 420 million to 480 million yuan for 2025, up 69.23% to 93.4% year-on-year, driven by increased sales volume and rising gold prices [14] - Dongfang Communication predicts a net profit of approximately 360 million yuan for 2025, a year-on-year increase of about 138.5%, primarily due to significant investment gains from the disposal of financial assets [15] Other Notable Announcements - Yunnan Copper confirmed that its production and operations are normal, with no undisclosed significant matters, despite its stock experiencing a 20% price fluctuation [9] - Liou Co. reported that its operations are normal, with no undisclosed significant matters, and its stock has also seen a significant price fluctuation [10] - Guosheng Securities expects a net profit of 210 million to 280 million yuan for 2025, reflecting a year-on-year increase of 25.44% to 67.25% due to robust business development [29]

证券日报网讯1月29日，东方盛虹（000301）在互动平台回答投资者提问时表示，丁二烯是公司炼化下 游产品之一，现有产能合计25万吨/年。目前产品价格随行就市，产销正常。 ...

公司1600万吨/年盛虹炼化一体化项目及其他各产业板块运行平稳、产销顺畅。2025年以来原油中枢价 格缓慢下行，石化产品价格重心整体下移，面对复杂的外部环境，公司采取了优化原油采购策略、强化 产业板块联动、调整产品产出结构、丰富下游高附加值化工品种类等多种措施。公司综合盈利能力相比 2024年有所改善。 格隆汇1月29日丨东方盛虹(000301.SZ)发布2025年度业绩预告，预计2025年度归属于上市公司股东的净 利润1亿元-1.5亿元，上年同期亏损22.97亿元；预计2025年度扣非净亏损5.12亿元-5.62亿元，上年同期 亏损26.54亿元。 ...

Group 1 - The company primarily engages in the research, production, and sales of petrochemicals and chemical new materials, as well as polyester filament [6] - The performance change is attributed to the stable operation of the company's 16 million tons/year Shenghong refining and chemical integration project and other industrial sectors [6] - Since 2025, the central price of crude oil has been gradually declining, leading to an overall decrease in the price focus of petrochemical products [6] Group 2 - The company has implemented various measures such as optimizing crude oil procurement strategies, strengthening industrial sector linkage, adjusting product output structure, and diversifying high value-added chemical varieties in response to complex external environments [6] - The company's comprehensive profitability has improved compared to 2024 [6] - Historical net profit and non-recurring profit growth rates show significant fluctuations, with a notable increase in 2023 and projected growth in 2025 [8]

证券之星消息，东方盛虹发布业绩预告，预计2025年全年归属净利润盈利1亿元至1.5亿元。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 公司 1600 万吨/年盛虹炼化一体化项目及其他各产业板块运行平稳、产销顺畅。2025年以来原油中枢价 格缓慢下行，石化产品价格重心整体下移，面对复杂的外部环境，公司采取了优化原油采购策略、强化 产业板块联动、调整产品产出结构、丰富下游高附加值化工品种类等多种措施。公司综合盈利能力相比 2024 年有所改善。 东方盛虹2025年三季报显示，前三季度公司主营收入921.62亿元，同比下降14.9%；归母净利润1.26亿 元，同比上升108.91%；扣非净利润-7143.65万元，同比上升94.87%；其中2025年第三季度，公司单季 度主营收入312.45亿元，同比下降11.91%；单季度归母净利润-2.6亿元，同比上升85.05%；单季度扣非 净利润-3.43亿元，同比上升77.06%；负债率82.26%，投资收益2.0亿元，财务费用34.37亿元，毛利率 9.92%。 公告中解释本次业绩变动的原 ...

Group 1: Market Performance - The A-share liquor sector experienced a significant surge, with a rise of 9.68% on January 29, leading the market performance for the day [1][2] - The oil and gas extraction and service sector also saw a notable increase of 8.18%, with a total transaction volume of 32.31 billion [2] - The precious metals sector rose by 8.04%, with a transaction volume of 70.62 billion, indicating strong market interest [2] Group 2: Energy and Petrochemical Sector Dynamics - The energy and petrochemical sector's rise began in early January 2026, with domestic crude oil futures rebounding from 411 yuan/barrel to 475 yuan/barrel, a 15% increase [4] - The oil and gas extraction and service sector has accumulated a remarkable increase of 44.22% year-to-date, ranking second in market performance, only behind precious metals [7] - The petrochemical ETF (159731) has shown a cumulative increase of 14.71% since the beginning of the year, reflecting strong investor interest [9] Group 3: Geopolitical and Economic Influences - The recent surge in the petrochemical sector is driven by escalating geopolitical tensions, particularly between the U.S. and Iran, raising concerns over oil supply stability [11] - The market has priced in a risk premium of $3-8 per barrel due to fears of potential disruptions in oil supply from Iran, which produces approximately 3.3 million barrels per day [11] - The classic rotation pattern in commodity markets, where precious metals lead, followed by industrial metals and then energy, is being validated again [14][16] Group 4: Agricultural Sector Insights - The agricultural sector is expected to gain market attention as commodity prices rise, driven by increased costs in agricultural production due to higher energy prices [17][24] - The CPI and food prices have shown signs of recovery, with the CPI rising by 0.8% year-on-year, indicating a potential shift in consumer price dynamics [18] - The agricultural ETF (516810) tracks a comprehensive index covering the entire agricultural value chain, which may benefit from the rising commodity prices [26] Group 5: Industry Outlook - The petrochemical industry is at a turning point, with new policies aimed at preventing excessive competition and improving profitability [22] - The capital expenditure ratios in the refining and chemical sectors are showing a trend towards conservatism, indicating a strategic shift among companies [23] - The anticipated recovery in the petrochemical sector is supported by both geopolitical factors and the broader commodity market dynamics, suggesting a favorable outlook for industry leaders [24][25]

开门红！国内化工产品一片"涨"声！ 近期部分化工品价格持续上涨，一些产品甚至达到近年高点。硫磺、对二甲苯(PX)、PTA、环氧丙烷、 苯乙烯、丁二烯等产品轮番上涨。期货市场上，化工板块同样涨幅居前，丁二烯橡胶、乙二醇、苯乙 烯、PTA、塑料、瓶片等多个化工期货品种强势领涨。 在A股市场上，继贵金属和工业金属之后，沉寂已久的化工板块在2026年开年强势逆袭，大宗商品"牛 市归来"的共识愈发强烈。万华化学（600309）(600309.SH)、华鲁恒升（600426）(600426.SH)、荣盛石 化（002493）(002493.SZ)、东方盛虹（000301）(000301.SZ)等化工龙头公司近期持续大涨，成交活 跃，体现出投资者对于化工行业景气度回升的强烈预期。 微观层面，政策性因素是近期化工产品行情的催化剂。近日，财政部与税务总局联合印发《关于调整光 伏等产品出口退税政策的公告》。根据公告，自2026年4月1日起，我国将取消249项产品的增值税出口 退税。产品涵盖化工、塑料、建材、电子及新能源产品，其中化工行业产品涉及甲醇、BDO、聚醚等 多个产品。例如聚醚多元醇的增值税出口退税率将从13%正式下调至0 ...

每经AI快讯，东方盛虹1月29日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润1亿元~1.5 亿元，同比扭亏为盈。基本每股收益0.0151元~0.0227元。上年同期基本每股收益亏损0.35元。业绩变动 主要原因是，公司1600万吨/年盛虹炼化一体化项目及其他各产业板块运行平稳、产销顺畅。2025年以 来原油中枢价格缓慢下行，石化产品价格重心整体下移，面对复杂的外部环境，公司采取了优化原油采 购策略、强化产业板块联动、调整产品产出结构、丰富下游高附加值化工品种类等多种措施。公司综合 盈利能力相比2024年有所改善。 每经头条（nbdtoutiao）——水贝黄金平台"杰我睿"兑付危机调查：40倍杠杆对赌，金价越涨平台越 亏！老板自称"还在深圳"，投资者：兑付方案本金打两折，无法接受 （记者 王晓波） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 ...

Core Viewpoint - Dongfang Shenghong has released its annual performance forecast, indicating a projected net profit attributable to shareholders of 100 million to 150 million yuan for 2025, while expecting a net loss of 5.12 billion to 5.62 billion yuan after deducting non-recurring gains and losses [1] Group 1: Financial Performance - The company anticipates a net profit of 100 million to 150 million yuan for 2025 [1] - The expected net loss after excluding non-recurring items is projected to be between 5.12 billion and 5.62 billion yuan [1] Group 2: Operational Insights - The company’s 16 million tons per year refining and chemical integration project and other industrial sectors are operating smoothly with stable production and sales [1] - The company has implemented various measures such as optimizing crude oil procurement strategies, enhancing inter-industry collaboration, adjusting product output structures, and diversifying high-value-added chemical products in response to a complex external environment [1] Group 3: Market Conditions - Since the beginning of 2025, the central price of crude oil has been gradually declining, and the price focus of petrochemical products has also shifted downward [1] - The company’s overall profitability has improved compared to 2024 [1]

| 股票代码：000301 | 股票简称：东方盛虹 | 公告编号：2026-013 | | --- | --- | --- | | 债券代码：127030 | 债券简称：盛虹转债 | | 江苏东方盛虹股份有限公司 关于债券持有人持有可转换公司债券比例变动达 10%的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 江苏东方盛虹股份有限公司（以下简称"公司"）于 2026 年 1 月 28 日收到 控股股东江苏盛虹科技股份有限公司（以下简称"盛虹科技"）及其一致行动人 盛虹（苏州）集团有限公司（以下简称"盛虹苏州"）联合出具的《告知函》， 现将相关事项公告如下： 一、可转换公司债券发行上市概况 经中国证券监督管理委员会(以下简称"中国证监会")《关于核准江苏东方 盛虹股份有限公司公开发行可转换公司债券的批复》（证监许可〔2021〕512 号） 核准，公司于 2021 年 3 月 22 日公开发行了 5,000.00 万张可转换公司债券（以 下简称"可转债"），每张面值 100 元，发行总额 500,000.00 万元，期限 6 年。 经深圳证券交易所同意，本 ...