证券代码：002092 证券简称：中泰化学 公告编号：2026-010 债券代码：148437 债券简称：23 新化 K1 二、业务部门（7 个） 氯碱化工业务部、生态棉纺业务部、煤化工业务部、特种材料业务部、采购 一部、采购二部、采购三部。 附：新疆中泰化学股份有限公司组织架构图 特此公告。 新疆中泰化学股份有限公司董事会 新疆中泰化学股份有限公司 关于调整公司组织架构的公告 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。 为进一步强化新疆中泰化学股份有限公司（以下简称"公司"）规范化运营， 积极构建适应公司发展战略要求的管理体系，保证各项工作持续稳步推进，提高 公司运营效率，经公司九届二次董事会审议通过了《关于调整公司组织架构的议 案》，调整后的组织架构如下： 一、职能部室（11 个） 党委综合部（纪委办公室、总经理办公室）、人力资源部、战略计划部、创 新研发部、董事会办公室（证券管理部）、财务管理部、安全生产部、供应链管 理部、产权法务部、审计风控部、质量管理中心。 1 附：新疆中泰化学股份有限公司组织架构图 2 二〇二六年二月十一日 ...

证券代码：002092 证券简称：中泰化学 公告编号：2026-011 债券代码：148437 债券简称：23 新化 K1 新疆中泰化学股份有限公司 关于召开2026年第一次临时股东会通知的公告 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。 根据新疆中泰化学股份有限公司（以下简称"公司"）九届二次董事会提请股 东会审议的有关议案，需提交股东会审议并通过。鉴于此，现提请召开股东会， 就本次股东会之有关事项说明如下： 一、会议召开基本情况 （一）股东会名称：2026 年第一次临时股东会 （二）会议召集人：公司董事会 （三）本次股东会由公司董事会提议召开，会议的召集程序符合《公司法》、 《深圳证券交易所股票上市规则》等法律、法规、规范性文件及《公司章程》的 规定。 （四）会议时间： 1、现场会议时间为：2026 年 2 月 27 日上午 12:00 2、网络投票时间为：2026 年 2 月 27 日，其中通过深圳证券交易所交易系 统进行网络投票的具体时间为：2026 年 2 月 27 日上午 9:15-9:25，9:30-11:30， 下午 13:00-15:00 ...

证券代码：002092 证券简称：中泰化学 公告编号：2026-003 债券代码：148437 债券简称：23 新化 K1 新疆中泰化学股份有限公司 九届二次董事会决议公告 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。 新疆中泰化学股份有限公司（以下简称"公司"或"中泰化学"）九届二次 董事会于2026年2月5日以电话、电子邮件等方式发出会议通知，会议于2026年2 月10日以通讯表决方式召开。会议应参加表决的董事9名，实际参加表决的董事9 名，符合《公司法》和《公司章程》的规定。全体董事经过认真、充分的讨论， 就提交会议的议案形成以下决议： 一、会议以赞成票 9 票，反对票 0 票，弃权票 0 票，审议通过关于预计 2026 年度公司及下属公司申请综合授信及公司为下属公司提供担保额度的议案； 详 细 内 容 见 2026 年 2 月 11 日 刊 登 在 《 证 券 时 报 》 和 巨 潮 资 讯 网 http://www.cninfo.com.cn 上的《新疆中泰化学股份有限公司关于预计 2026 年度 公司及下属公司申请综合授信及公司为下属公司提供担保 ...

（记者 王瀚黎） 每经AI快讯，中泰化学2月10日晚间发布公告称，公司九届二次董事会会议于2026年2月10日以通讯表 决方式召开。会议审议了《关于预计2026年度公司及下属公司申请综合授信及公司为下属公司提供担保 额度的议案》等文件。 每经头条（nbdtoutiao）——10倍价差刷屏！"外国人来华就医"火了，三位亲历者这样说⋯⋯ ...

Group 1 - The core viewpoint of the article highlights the performance of the Xinjiang state-owned enterprise reform sector, which increased by 0.24% compared to the previous trading day, with Zhongtai Chemical leading the gains [1] - On the same day, the Shanghai Composite Index closed at 4128.37, up by 0.13%, while the Shenzhen Component Index closed at 14210.63, up by 0.02% [1] - The article provides a summary of the capital flow within the Xinjiang state-owned enterprise reform sector, indicating a net outflow of 766.03 million yuan from main funds, a net outflow of 6070.26 million yuan from speculative funds, and a net inflow of 6836.29 million yuan from retail investors [1] Group 2 - The article includes a detailed table showing the individual stock performance within the Xinjiang state-owned enterprise reform sector, although specific stock data is not provided in the summary [1] - The information is compiled from public sources and generated by AI algorithms, emphasizing the analytical nature of the report [1]

Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Viewpoints - The chemical industry is experiencing a recovery opportunity across various sub-sectors, with specific recommendations for leading companies such as Wanhua Chemical (600309, Buy) in the MDI sector, and China Petroleum & Chemical Corporation (600028, Buy) in the refining sector [3][5] - The demand for oxalic acid is expected to rise, driven by investments in the iron-lithium supply chain, indicating a tightening supply-demand situation that may elevate market conditions [3][8] Summary by Relevant Sections Investment Suggestions and Targets - The report continues to favor recovery opportunities in the chemical sub-sectors, recommending leading companies such as: - MDI leader: Wanhua Chemical (600309, Buy) - PVC industry: Zhongtai Chemical (002092, Not Rated), Xinjiang Tianye (600075, Not Rated), Chlor-alkali Chemical (600618, Not Rated), Tianyuan Co., Ltd. (002386, Not Rated) - Refining sector: China Petroleum & Chemical Corporation (600028, Buy), Rongsheng Petrochemical (002493, Buy), Hengli Petrochemical (600346, Buy) - Agricultural chemical chain: Guoguang Co., Ltd. (002749, Buy), Xinyangfeng (000902, Buy), Shidanli (002588, Not Rated), Yuntu Holdings (002539, Not Rated), Runfeng Co., Ltd. (301035, Buy) - Phosphate chemical sector: Chuanheng Co., Ltd. (002895, Not Rated), Yuntianhua (600096, Not Rated) - Oxalic acid sector: Hualu Hengsheng (600426, Buy), Huayi Group (600623, Buy), Wankai New Materials (301216, Buy) [3] Market Dynamics - The chemical industry has seen increased attention, with a recovery in stock prices following a dip influenced by precious metals and crude oil futures. This indicates a shift away from previous narratives tied to external market influences [8] - The report highlights that the current chemical market rally is primarily driven by policy guidance and strategic adjustments within the industry, suggesting a return to a favorable economic cycle for the chemical sector [8]

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]

Industry Overview - The chlorine gas industry in China is undergoing a structural transformation, characterized by "bulk stability and high-end rise," transitioning from traditional chemical demand to high-value strategic emerging industries [1][8] - The market size of the chlorine gas industry in China is expected to reach approximately 63.3 billion yuan in 2024, with a year-on-year growth of 3.94% [1][8] - The chlorine-alkali industry faces significant pressure for green and low-carbon transformation under the "dual carbon" goals, which will compel the entire industry chain to optimize and upgrade [1][8] Industry Chain - The upstream of the chlorine gas industry chain includes raw salt, electricity, and production equipment such as electrolytic cells and power systems [4] - The midstream involves the production and manufacturing of chlorine gas, while the downstream applications include PVC, epoxy propylene, chlorinated methane, and various chemical intermediates [4] Market Size - The chlorine gas industry is experiencing a key phase of transformation driven by high-value strategic emerging industries, with a projected market size of about 63.3 billion yuan in 2024, reflecting a 3.94% increase year-on-year [1][9] Key Enterprises - The competitive landscape of the chlorine gas industry is complex, featuring both traditional large-scale chlorine gas market participants and emerging high-end specialty gas producers [9][11] - Major players include companies like Zhongyan Inner Mongolia Chemical Co., Ltd. and Shanghai Chlor-Alkali Chemical Co., Ltd., which dominate the full chain from raw salt to chlorine production [9] - Emerging companies like Zhongjuxin Technology are gaining traction in the high-purity chlorine gas market, focusing on semiconductor manufacturing and achieving significant revenue growth [9][10] Trends and Innovations - The high-end and domestic production of electronic-grade chlorine gas is becoming a strategic focus, driven by the rapid development of high-end manufacturing sectors [11] - The industry is shifting towards integrated and circular economic models, with companies focusing on efficient resource and energy recycling within their operations [12] - Environmental pressures are driving technological innovations and new operational models, with companies adopting energy-efficient production technologies and exploring revolutionary environmental disposal methods [13]

Core Viewpoint - Recent environmental violations have been reported for several listed companies in China, highlighting risks associated with environmental compliance and potential impacts on investors [1][2]. Group 1: Environmental Violations - Zhengbang Technology's subsidiary, Jiangxi Zhengbang Breeding Co., was fined approximately 630,700 yuan for unauthorized changes in forest land use [2]. - Huicheng Co. exceeded its permitted discharge limits for chemical oxygen demand (COD) and ammonia nitrogen, resulting in a reduced fine of 248,000 yuan after mitigating actions were taken [3][4]. - Zhongtai Chemical's subsidiary, Tokxin County Panji Coal Industry, was fined 474,500 yuan for discharging untreated wastewater and evading regulatory oversight [6]. Group 2: Impact on Shareholders - The ten listed companies involved in environmental violations collectively have 1,044,600 shareholders, indicating potential investment risks for these stakeholders [2]. - The environmental penalties and compliance issues may affect the companies' reputations and financial performance, which could lead to investor concerns [1][2].

Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Viewpoints - The agricultural chemical industry is entering a period of layout opportunities, driven by the increasing importance of food security amid geopolitical fluctuations. The focus is on enhancing planting efficiency through technological empowerment [8] - The report emphasizes the growth potential of leading companies in the agricultural chemical sector, particularly those focused on technology services, including plant growth regulators, compound fertilizers, and pesticide formulations [3][8] - The report highlights the recovery opportunities in various sub-sectors of the chemical industry, including MDI, PVC, and refining, with specific companies recommended for investment [3][8] Summary by Relevant Sections Agricultural Chemical Sector - The report identifies growth opportunities in the agricultural chemical sector, particularly for companies that provide technology-driven services. Key areas include: 1. Plant growth regulators, which are characterized by low usage, high effectiveness, and cost efficiency, are seen as essential for modern agriculture [8] 2. Compound fertilizers are crucial for providing precise nutrient ratios to crops, with room for growth in China's compound fertilizer application rates compared to developed countries [8] 3. The potential for Chinese pesticide formulation companies to expand internationally, breaking the monopoly of traditional multinational corporations [8] Chemical Industry Recovery - The report notes a positive outlook for the recovery of various chemical sub-sectors, including: - MDI leader Wanhua Chemical (600309, Buy) [3] - PVC industry players such as Zhongtai Chemical (002092, Not Rated) and Xinjiang Tianye (600075, Not Rated) [3] - Refining sector leaders like Sinopec (600028, Buy) and Rongsheng Petrochemical (002493, Buy) [3] - The report anticipates continued price increases for high-energy products, particularly in the PVC sector, due to supply constraints and structural demand shifts [8]