Company Projects Progress - The company is in a critical period of strategic transformation, focusing on mining projects and high-purity quartz sand new business [2] - The mining project has received resumption approval with an investment of 496 million yuan, and the company has acquired equity in Limu Mining through bankruptcy restructuring to diversify away from traditional chlor-alkali business [2] - The high-purity quartz sand project has established the first automated production line in China using domestic ore, targeting the domestic substitution demand in the semiconductor and photovoltaic industries [2] Company Fundamentals - Despite positive transformation expectations, the traditional chlor-alkali business faces significant pressure, with revenue of 1.26 billion yuan in Q3 2025, a year-on-year decline of 16.82%, and a net loss of 78.49 million yuan, widening by 29.38% year-on-year [3] - The chlor-alkali industry is experiencing overcapacity and low product prices, which continue to drag down performance, leading to stock price volatility due to the lack of solid earnings support [3] Financial and Technical Aspects - Stock price fluctuations are influenced by capital flow and technical indicators, with a net inflow of 145 million yuan on February 11, 2026, followed by a 3.13% drop on February 13, indicating intense short-term capital speculation [4] - Technical indicators show volatility, with MACD forming a golden cross and KDJ indicators changing rapidly, while Bollinger Bands indicate stock price oscillation between 13.64 yuan and 19.97 yuan [4] Industry Policy and Environment - The chemical industry is affected by environmental policies and dual control of energy consumption, leading to significant fluctuations in the sector [5] - The company's new business aligns with the policy direction of domestic substitution for semiconductor materials, but the pace of policy implementation and market supply-demand changes may impact stability [5] Future Development - The stock price volatility of the company results from the interplay of transformation expectations, fundamental pressures, and short-term capital speculation [6] - Project progress boosts long-term confidence, but performance losses and industry cycles suppress short-term performance, leading the market to weigh between "valuation repair" and "risk aversion" [6]

Core Viewpoint - The A-share market saw a significant rally in the chemical sector, with multiple stocks experiencing substantial gains on February 12, indicating strong investor interest and potential growth in this industry [1]. Group 1: Stock Performance - Changhua Chemical (301518) rose by 10.57%, with a total market capitalization of 65.46 billion and a year-to-date increase of 26.51% [2]. - Meibang Shares (605033) increased by 10.00%, with a market cap of 35.23 billion and a year-to-date rise of 29.78% [2]. - Jianxin Shares (300107) saw a gain of 9.80%, with a market value of 49.19 billion and a year-to-date increase of 28.15% [2]. - Weike Technology (301196) grew by 8.98%, with a market capitalization of 108 billion and a year-to-date increase of 7.65% [2]. - Kexin Source (300731) increased by 6.92%, with a market cap of 83.04 billion and a year-to-date rise of 16.83% [2]. - Huide Technology (603192) rose by 5.80%, with a market value of 39.31 billion and a year-to-date increase of 5.68% [2]. - New Jinlu (000510) saw a gain of 5.58%, with a market capitalization of 113 billion and a year-to-date increase of 50.26% [2]. - Zhenhua Shares (603067) increased by 5.38%, with a market cap of 263 billion and a year-to-date rise of 28.57% [2]. - ST Yatai (000691) rose by 5.02%, with a market value of 41.56 billion and a year-to-date increase of 21.56% [2]. - Guangkang Biochemical (300804) increased by 4.00%, with a market cap of 33.87 billion and a year-to-date rise of 30.77% [2]. - Hangjin Technology (000818) saw a gain of 4.00%, with a market capitalization of 163 billion and a year-to-date increase of 28.03% [2]. - Hongda Shares (600331) rose by 3.98%, with a market value of 463 billion and a year-to-date increase of 36.90% [2]. - Demei Chemical (002054) increased by 3.31%, with a market cap of 52.65 billion and a year-to-date rise of 47.97% [2]. - Huangma Technology (603181) saw a gain of 3.17%, with a market capitalization of 99.49 billion and a year-to-date increase of 18.26% [2]. - Runmu Materials (300727) rose by 3.14%, with a market value of 65.73 billion and a year-to-date increase of 2.38% [2]. - Litong Technology (920225) increased by 3.09%, with a market cap of 38.08 billion and a year-to-date decrease of 6.40% [2].

Core Viewpoint - The A-share market has seen a significant rally in the chemical sector, with multiple companies experiencing substantial gains in their stock prices [1] Group 1: Company Performance - Changhua Chemical has increased by over 10% [1] - Meibang Co. has reached a 10% limit up [1] - Jianxin Co. has risen by over 9% [1] - Weike Technology has gained over 8% [1] - Kexin Innovation Source has increased by over 6% [1] - Huide Technology, Xinjin Road, and Zhenhua Co. have all risen by over 5% [1]

截至发稿，田元泉累计任职时间5年242天，现任基金资产总规模52.1亿元，任职期间最佳基金回报 110.69%， 任职期间最差基金回报-15.79%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，建信基金旗下1只基金重仓新金路。建信新材料精选股票发起A（018194）四季度持有股数 65.49万股，占基金净值比例为2.93%，位居第八大重仓股。根据测算，今日浮盈赚取约58.29万元。 建信新材料精选股票发起A（018194）成立日期2023年8月22日，最新规模6256.91万。今年以来收益 15.53%，同类排名212/5569；近一年收益75.21%，同类排名185/4295；成立以来收益127.53%。 建信新材料精选股票发起A（018194）基金经理为田元泉。 2月12日，新金路涨5.4%，截至发稿，报17.37元/股，成交8.07亿元，换手率7.94%，总市值112.65亿 元。 资料显示 ...

2026年2月11日，新金路（sz000510）触及涨停，涨停价16.48元，涨幅10.01%，总市值106.88亿元，流 通市值99.98亿元，截止发稿，总成交额6.67亿元。 声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 根据喜娜AI异动分析，新金路涨停原因可能如下，矿业项目进展+业务多元化+引入战投： 1、公司处于 战略转型关键期，子公司获得复工许可，采矿、选矿、冶炼项目一期工程已启动，投资达4.96亿元，矿 业项目取得实质进展，这为公司未来发展带来新的增长点。同时，公司通过破产重整取得栗木矿业股 权，布局业务多元化，降低对氯碱业务的依赖。 2、子公司增资扩股引入2.35亿元资金，增厚了资本公 积，引入战略投资者有助于公 ...

建信新材料精选股票发起A（018194）基金经理为田元泉。 截至发稿，田元泉累计任职时间5年240天，现任基金资产总规模52.1亿元，任职期间最佳基金回报 109.46%， 任职期间最差基金回报-16.27%。 2月10日，新金路跌5%，截至发稿，报15.01元/股，成交4.15亿元，换手率4.45%，总市值97.35亿元。 资料显示，四川新金路集团股份有限公司位于四川省德阳市泰山南路二段733号银鑫·五洲广场一期21栋 22-23层，成立日期1992年4月18日，上市日期1993年5月7日，公司主营业务涉及氯碱化工、塑料制品的 生产与经营等业务。主营业务收入构成为：树脂产品41.61%，碱产品38.43%，其他19.97%。 从基金十大重仓股角度 数据显示，建信基金旗下1只基金重仓新金路。建信新材料精选股票发起A（018194）四季度持有股数 65.49万股，占基金净值比例为2.93%，位居第八大重仓股。根据测算，今日浮亏损失约51.74万元。 建信新材料精选股票发起A（018194）成立日期2023年8月22日，最新规模6256.91万。今年以来收益 12.67%，同类排名364/5569；近一年收益70 ...

Core Viewpoint - The chemical sector is experiencing significant stock price increases, with several companies reaching their daily limit up, indicating strong market interest and potential bullish sentiment in the industry [1] Group 1: Company Performance - Jiangtian Chemical and Jinniu Chemical have hit the daily limit up, showcasing robust investor confidence [1] - Other companies such as Meibang Technology, Chengzhi Co., Jinrui Mining, Xinjin Road, Hongxing Development, Zhongtai Chemical, Luxi Chemical, Zhongyan Chemical, and Sanyou Chemical are also witnessing stock price increases, reflecting a broader positive trend in the chemical sector [1]

证券之星消息，2月3日化学原料板块较上一交易日上涨2.76%，江天化学领涨。当日上证指数报收于 4067.74，上涨1.29%。深证成指报收于14127.1，上涨2.19%。化学原料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300927 | 江天化学 | 33.75 | 11.39% | 19.97万 | | 6.52亿 | | 301256 | 华融化学 | 16.12 | 6.97% | 18.65万 | | 2.96亿 | | 000510 | 新金路 | 15.64 | 6.25% | 85.94万 | | 13.19亿 | | 000683 | 博源化工 | 8.15 | 5.71% | 1 77.83万 | | 6.28亿 | | 603067 | 振华股份 | 35.10 | 5.37% | 18.33万 | | 6.33亿 | | 000691 | *ST亚太 | 8.72 | 5.06% | 7.00万 | | 5973.42万 | ...

Group 1 - The core point of the article highlights the recent performance of Xinjin Road, which saw a 5.1% increase in stock price, reaching 15.47 yuan per share, with a trading volume of 525 million yuan and a turnover rate of 5.74%, resulting in a total market capitalization of 10.033 billion yuan [1] - Xinjin Road Group, established on April 18, 1992, and listed on May 7, 1993, is located in Deyang, Sichuan Province, and primarily engages in the production and operation of chlor-alkali chemicals and plastic products [1] - The revenue composition of Xinjin Road's main business includes resin products at 41.61%, alkali products at 38.43%, and other products at 19.97% [1] Group 2 - From the perspective of major fund holdings, data indicates that a fund under Jianxin Fund has a significant position in Xinjin Road, with Jianxin New Materials Select Stock Fund A (018194) holding 654,900 shares, accounting for 2.93% of the fund's net value, making it the eighth largest holding [2] - The Jianxin New Materials Select Stock Fund A, established on August 22, 2023, has a latest scale of 625.691 million yuan, with a year-to-date return of 7.72%, ranking 709 out of 5562 in its category; over the past year, it achieved a return of 67.59%, ranking 363 out of 4285 [2] - The fund manager, Tian Yuanquan, has a tenure of 5 years and 233 days, with the total asset scale of the fund at 5.21 billion yuan, achieving the best return of 109.46% and the worst return of -16.27% during his tenure [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券简称：新金路 证券代码：000510 编号：临2026一06号 四川新金路集团股份有限公司 2026年第一次临时董事局会议决议公告 本公司及董事局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 四川新金路集团股份有限公司（以下简称"公司"）2026年第一次临时董事局会议通知，于2026年1月25 日以书面文件等形式发出，会议于2026年1月28日以通讯表决方式召开，会议的召集、召开程序符合 《公司法》和《公司章程》的有关规定, 会议以通讯表决的方式，以9票同意，0票反对，0票弃权审议通 过了《关于子公司开具保函的议案》。 为保障子公司广西有色栗木矿业有限公司（以下简称"栗木矿业"）后续各项工作顺利推进，同意广西新 金路矿业有限公司向广东省深圳市南山区人民法院提交解除财产保全措施的申请，由栗木矿业向深圳市 南山区人民法院开立金额为人民币7,375.90万元的不可撤销银行保函。 具体内容详见公司同日在巨潮资讯网（http://www.cninfo.com.cn）等披露的《关于子公司开具保函的公 告》。 特此公告 四川新金路集团 ...