证券代码：002539 证券简称：云图控股 公告编号：2026-003 关于完成工商变更登记的公告 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。 成都云图控股股份有限公司（以下简称"公司"）于 2025 年 12 月 22 日召开 的第七届董事会第五次会议和2026年1月8日召开的2026年第一次临时股东会， 审议通过了《关于变更经营范围并修订<公司章程>的议案》，同意增加经营范围 "塑料制品销售"并对《公司章程》中的相应条款进行修订，具体内容详见公司 2025 年 12 月 24 日、2026 年 1 月 9 日刊登于《中国证券报》《证券时报》《上海 证券报》和巨潮资讯网（http://www.cninfo.com.cn）上的相关公告。 近日，公司完成了上述工商变更登记和备案手续，并取得了成都市市场监督 管理局换发的《营业执照》，变更后的信息如下： 一、新取得营业执照的基本信息 公司名称：成都云图控股股份有限公司 统一社会信用代码：91510100202593801A 注册资本：壹拾贰亿零柒佰柒拾贰万叁仟柒佰陆拾贰元整 类型：股份有限公司（上市、自然人投资 ...

Core Viewpoint - The chemical industry is experiencing a significant upward trend, driven by a combination of cost support, demand recovery, and supply optimization, leading to a tighter supply-demand balance [4][12]. Group 1: Industry Performance - As of January 19, the Shenwan Basic Chemical Index rose by 2.70%, reaching 4758.50 points, with leading stocks like Xinxiang Chemical Fiber and Letong Co. hitting the daily limit [1][8]. - Multiple chemical products have seen collective price increases, including propylene, ammonium sulfate, acetone, and lithium hydroxide, driven by upstream oil price stabilization and pre-holiday stocking demand [3][11]. Group 2: Market Dynamics - The current price increase in chemical products is attributed to three main factors: cost support from stable oil prices, reduced effective capacity due to pre-holiday maintenance, and concentrated demand from downstream sectors [4][12]. - The industry is witnessing a trend of mergers and acquisitions as companies seek to expand into high-value sectors, such as integrated circuit materials and high-end electronic chemicals [5][13]. Group 3: Policy and Future Outlook - The Ministry of Industry and Information Technology and other departments have issued a plan aiming for an annual growth of over 5% in the petrochemical industry from 2025 to 2026, focusing on technological innovation and high-quality development [5][14]. - The Shandong Provincial Government has set a target for the petrochemical industry to achieve over 5% year-on-year growth by 2026, emphasizing the importance of high-end chemical products [6][14]. - The industry is transitioning from chaotic expansion to a phase of stable growth and transformation, supported by both national and local policies [7][15].

Group 1 - The agricultural chemical sector increased by 3.25% on January 19, with Lier Chemical leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] - Key stocks in the agricultural chemical sector showed significant price increases, with Lier Chemical rising by 10.01% to a closing price of 16.38 [1] Group 2 - The agricultural chemical sector saw a net inflow of 639 million yuan from institutional investors, while retail investors experienced a net outflow of 370 million yuan [2] - Major stocks like Baiao Chemical and Hualu Hengsheng attracted substantial institutional investment, with net inflows of 160 million yuan and 154 million yuan, respectively [3] - Lier Chemical had a notable institutional net inflow of 117 million yuan, despite a significant outflow from retail investors [3]

Core Viewpoint - The report highlights the trends and statistics in China's soda ash (sodium carbonate) industry, indicating a slight decline in production in November 2025 while showing an overall growth in cumulative production for the year [1]. Group 1: Industry Overview - In November 2025, China's soda ash production reached 3.24 million tons, reflecting a year-on-year decrease of 0.5% [1]. - From January to November 2025, the cumulative production of soda ash in China was 36.256 million tons, marking a cumulative growth of 4.7% compared to the previous year [1]. Group 2: Companies Involved - Listed companies in the soda ash sector include Yuanxing Energy (000683), Sanyou Chemical (600409), Shandong Haohua (000822), Shuanghuan Technology (000707), Chlor-alkali Chemical (600618), Jinjing Technology (600586), Hubei Yihua (000422), Yuntu Holdings (002539), and Hebang Biotechnology (603077) [1]. Group 3: Research and Analysis - The report is based on data from the National Bureau of Statistics and is compiled by Zhiyan Consulting, a leading industry consulting firm in China, which specializes in providing in-depth industry research reports and strategic analysis [1].

Core Viewpoint - The lithium mining stocks in the A-share market experienced a significant increase on January 15, with notable gains in several companies, driven by a sharp rise in lithium carbonate prices [1][2]. Group 1: Market Performance - On January 15, lithium mining stocks rose against the market trend, with Huayou Cobalt up over 8%, Ganfeng Lithium and Tibet City Investment up over 5%, and Zhongmin Resources up over 4% [1]. - Other companies such as Tianqi Lithium, Western Mining, Tibet Summit, Yuntu Holdings, Weiling Shares, Yahua Group, Tibet Mining, and Salt Lake Shares saw increases of over 3% [1]. Group 2: Price Movement - As of January 15, the benchmark price for industrial-grade lithium carbonate was 160,000.00 CNY per ton, marking a 36.71% increase compared to the beginning of the month when it was 117,033.33 CNY per ton [1]. Group 3: Company Specifics - Huayou Cobalt (603799) saw an increase of 8.15% with a total market value of 151.8 billion CNY and a year-to-date increase of 17.21% [2]. - Ganfeng Lithium (002460) increased by 5.97% with a market value of 153.4 billion CNY and a year-to-date increase of 16.36% [2]. - Tibet City Investment (600773) rose by 5.00% with a market value of 14 billion CNY and a year-to-date increase of 18.56% [2]. - Zhongmin Resources (002738) increased by 4.10% with a market value of 62.3 billion CNY and a year-to-date increase of 9.99% [2]. - Tianqi Lithium (002466) rose by 3.98% with a market value of 102.1 billion CNY and a year-to-date increase of 12.31% [2].

Group 1 - The A-share market saw lithium mining stocks rise against the trend, with Huayou Cobalt up over 8%, Ganfeng Lithium and Tibet City Investment up over 5%, and Zhongmin Resources up over 4% [1] - The benchmark price for industrial-grade lithium carbonate was reported at 160,000.00 CNY per ton on January 15, which represents a 36.71% increase compared to the beginning of the month when it was 117,033.33 CNY per ton [1] Group 2 - The following companies experienced notable stock price increases: - Huayou Cobalt: 8.15% increase, market cap of 151.8 billion CNY, year-to-date increase of 17.21% [2] - Ganfeng Lithium: 5.97% increase, market cap of 153.4 billion CNY, year-to-date increase of 16.36% [2] - Tibet City Investment: 5.00% increase, market cap of 14 billion CNY, year-to-date increase of 18.56% [2] - Zhongmin Resources: 4.10% increase, market cap of 62.3 billion CNY, year-to-date increase of 9.99% [2] - Tianqi Lithium: 3.98% increase, market cap of 102.1 billion CNY, year-to-date increase of 12.31% [2] - Western Mining: 3.73% increase, market cap of 74.3 billion CNY, year-to-date increase of 12.81% [2] - Tibet Summit: 3.48% increase, market cap of 18 billion CNY, year-to-date increase of 30.59% [2] - Yuntuo Holdings: 3.38% increase, market cap of 14.8 billion CNY, year-to-date increase of 3.64% [2] - Weiling Shares: 3.37% increase, market cap of 3.836 billion CNY, year-to-date increase of 12.45% [2] - Yahua Group: 3.31% increase, market cap of 28 billion CNY, year-to-date decrease of 1.74% [2] - Tibet Mining: 3.17% increase, market cap of 15.1 billion CNY, year-to-date increase of 10.39% [2] - Salt Lake Shares: 3.01% increase, market cap of 181.1 billion CNY, year-to-date increase of 21.52% [2]

Group 1 - The core viewpoint of the article is that Yuntu Holdings (002539.SZ) is progressing with the construction of the Niuniuzhai East Section phosphate mine, which has a reserve of 181 million tons and a designed mining scale of 4 million tons per year, but the complex geological conditions are leading to a longer construction period [1] - Since the start of construction in August 2023, the company has completed part of the shaft construction, equipment transportation system setup, and power supply system, and is currently advancing the tunnel excavation project in an orderly manner [1] - To enhance the comprehensive utilization level of the phosphate mine, the company plans to optimize the mining scheme in the first half of 2025 and will invest funds according to the actual engineering milestones [1] Group 2 - The total planned investment for the Niuniuzhai East Section phosphate mine is 2.528 billion, and since the start of construction, approximately 28.81% of the total investment has been made, with 0.1 million expected to be invested in the first half of 2025 [3] - There are concerns regarding the pace of project construction, with questions raised about whether the project will be completed by 2030 based on the current investment ratio [3] - The company is urged to provide updates on the investment progress and production timeline in future announcements [1]

Core Viewpoint - Yuntu Holdings has established a strategic cooperation consensus with China Agricultural University to enhance soil health and promote collaborative development in industry and academia [1] Group 1: Strategic Collaboration - The meeting held on January 9 at Yuntu Holdings' headquarters in Chengdu focused on key areas such as center co-construction, technological innovation, industry empowerment, and school-enterprise collaboration [1] - Both parties discussed the importance of soil conservation and its role in empowering agricultural practices [1] Group 2: Future Directions - The collaboration aims to foster synergies between research and practical applications in the field of soil health [1] - The strategic partnership is expected to drive advancements in agricultural sustainability and innovation [1]

Core Viewpoint - Chengdu Yuntu Holdings Co., Ltd. is actively engaging with institutional investors to discuss its business operations and growth strategies, particularly in the phosphate fertilizer sector. Group 1: Phosphate Fertilizer Business - The company has a robust phosphate fertilizer capacity nearing 8 million tons, with projected sales of 4.18 million tons and revenue of 11.43 billion yuan for 2024 [2] - The production network is strategically located to be close to resources and markets, enhancing overall profitability [2] Group 2: Industrial Chain Development - The Yicheng base is advancing a complete "salt-alkali-fertilizer" industrial chain, with a focus on a 700,000-ton synthetic ammonia project and a 1.5 million-ton refined salt production line, which is currently in trial production [3] - The integration of upstream and downstream operations is expected to improve cost control and competitive advantages [3] Group 3: Phosphate Resource Development - The company owns three phosphate mining projects in Leibo County, with a total resource reserve of approximately 549 million tons, and is making progress on various mining projects [4] - Specific projects include the Aju Luo Xia phosphate mine and the Niu Niu Zhai East and West sections, which are at different stages of development [4] Group 4: High-Value Product Expansion - The Yicheng base has launched a 600,000-ton sulfuric acid production project and is progressing with other high-value projects, including phosphoric acid derivatives [5] - This expansion aims to enhance the company's product offerings and long-term competitiveness in the market [5] Group 5: New Energy Sector Involvement - The company is entering the new energy sector through its iron phosphate business, collaborating with manufacturers of lithium iron phosphate materials [6] - The existing sulfuric acid production capacity of 2.95 million tons supports both fertilizer production and internal demand for new energy materials [6]

Group 1: Phosphate Fertilizer Business - The company has a phosphate fertilizer production capacity of nearly 8 million tons, with projected sales of 4.1797 million tons and revenue of 11.43 billion yuan in 2024 [2][3] - The company is constructing an additional 1.9 million tons of phosphate fertilizer capacity across four locations, enhancing its national production layout [3] Group 2: Industry Chain and Project Progress - The company’s Yicheng base has a complete "salt-alkali-fertilizer" industry chain, with a focus on a 700,000-ton ammonia synthesis project and associated production lines for water-soluble fertilizers and controlled-release fertilizers [4][6] - The company owns three phosphate mines in Sichuan with a total resource reserve of approximately 549 million tons, with ongoing projects including a 2.9 million-ton mining operation and a 4 million-ton mining operation [5] Group 3: Green Circular Economy Projects - The Yicheng base's green circular economy project is progressing, with a 600,000-ton sulfuric acid production project already in operation and other projects for phosphorus-based flame retardants and food-grade phosphoric acid under development [6][7] - The company aims to enhance its product offerings towards high-value sectors, improving profitability and long-term competitiveness [6] Group 4: Phosphoric Acid and Sulfuric Acid Production - The company has established a phosphoric acid business with a production capacity of 100,000 tons, primarily serving the lithium iron phosphate manufacturers in the new energy sector [7] - Current sulfuric acid production capacity is 295,000 tons, with a focus on self-use and downstream applications in phosphate fertilizer and new energy materials [7]