Group 1 - The core viewpoint of the articles highlights the recent performance and growth of the chemical ETF Tianhong (159133), which has seen significant trading activity and inflows, indicating investor interest in the chemical sector [1] - As of December 23, 2025, the chemical ETF Tianhong (159133) recorded a turnover of 8.33% with a transaction volume of 45.52 million yuan, and the underlying index, the CSI Sub-Industry Chemical Theme Index (000813), rose by 0.65%, marking five consecutive days of gains [1] - The chemical ETF Tianhong (159133) experienced a notable increase in scale, growing by 50.67 million yuan over the past two weeks and 5.5 million shares in the past week, reflecting strong investor demand [1] Group 2 - Recent price increases in MDI and lithium carbonate have driven a positive outlook for the chemical sector, with global chemical giants raising MDI prices due to supply constraints [2] - The chemical sector has been in a profit bottoming phase for 11 consecutive quarters, with many sub-industries operating at or below breakeven, but expectations for supply-side reforms are rising [2] - Institutions like CICC and Founder Securities suggest focusing on low-valuation leaders and sectors with improving supply-demand dynamics, benefiting from domestic policies aimed at reducing excess capacity [2]

证券日报网讯12月23日，恩捷股份（002812）发布公告称，截至本公告披露日，公司及子公司间经审批 担保总额为人民币6，000，000.00万元，占公司最近一期经审计归属于上市公司股东净资产的 245.19%；公司及子公司之间实际签署有效的担保总额为人民币3，943，521.61万元，占公司最近一期 经审计归属于上市公司股东净资产的161.15%。除此之外，公司不存在其他对外担保事项，不存在逾期 对外担保、涉及诉讼的担保及因担保被判决败诉而应承担损失的情形。 ...

Group 1 - The chemical sector continues to rise, with the chemical ETF (516020) experiencing a maximum intraday increase of 1.33% before closing up 0.48% [1][10] - Key stocks in the sector include lithium battery-related companies, fluorochemicals, and phosphate chemicals, with notable performances from companies like Duofu Duo and Tianqi Materials, which surged by 9.37% and over 5% respectively [1][9] - The sub-index of the chemical ETF has shown a year-to-date increase of 34.27%, outperforming major A-share indices such as the Shanghai Composite Index (16.95%) and the CSI 300 Index (17.43%) [3][10] Group 2 - The basic chemical sector has seen significant capital inflow, with a net inflow of 14.218 billion yuan on a single day and a total of 37.722 billion yuan over the past five days, leading among 30 major industry sectors [2][11] - The lithium battery supply chain is experiencing a "warm winter" trend, driven by surging demand in energy storage and related sectors, leading to price increases across various components [4][12] - Analysts attribute the price increases in the lithium battery supply chain to unexpected growth in energy storage demand, with global energy storage installations expected to reach 150 GWh by 2025, a 50% year-on-year increase [5][13] Group 3 - The current valuation of the chemical sector is considered attractive, with the sub-index's price-to-book ratio at 2.48, which is at a relative low point historically [5][13] - Looking ahead, the chemical industry is expected to face a turning point in 2026, driven by supply-side contractions and strong policy support, potentially leading to a "Davis double play" scenario of valuation recovery and earnings growth [6][14] - The chemical ETF (516020) is recommended for investors looking to capitalize on the sector's rebound, as it tracks a comprehensive index covering various sub-sectors, with significant holdings in large-cap leading stocks [6][14]

云南恩捷新材料股份有限公司（以下简称"公司"）于 2024 年 12 月 27 日召 开第五届董事会第三十五次会议，审议通过了《关于公司 2025 年度合并报表范 围内担保额度的议案》，详见公司于 2024 年 12 月 31 日在指定信息披露媒体《证 券时报》《证券日报》《上海证券报》《中国证券报》和巨潮资讯网 （www.cninfo.com.cn）刊登的《关于公司 2025 年度合并报表范围内担保额度的 公告》（公告编号：2024-253 号）。公司于 2025 年 1 月 16 日召开 2025 年第一 次临时股东会审议通过了上述事项。 二、担保进展情况 近日，公司与中信银行股份有限公司马鞍山分行（以下简称"中信银行马鞍 山分行"）签订《最高额保证合同》（合同编号：（2025）信合马银最保字第 2575161A1192-a 号），对下属子公司红创包装（安徽）有限公司（以下简称"安 徽红创"）向中信银行马鞍山分行申请的额度为人民币 10,000.00 万元的综合授 信提供连带责任保证担保。 证券代码：002812 股票简称：恩捷股份 公告编号：2025-210 云南恩捷新材料股份有限公司 关于公司合并报表 ...

Group 1: Chemical Sector Performance - The chemical raw materials index increased by 1.62%, while the chemical machinery index decreased by 0.96%, the chemical pharmaceuticals index fell by 1.69%, and the pesticide and fertilizer index rose by 4.21% [1] - The top five rising petrochemical products included folic acid up by 20%, battery-grade lithium carbonate up by 11.08%, nitric acid up by 10.43%, sulfur up by 9.95%, and petroleum coke up by 7.23% [1] - The top five declining petrochemical products were liquid chlorine down by 34%, butadiene down by 7.69%, 2,4-D down by 6.09%, trichloroethylene down by 6.00%, and SBS down by 5.90% [1] Group 2: Oil Sector Performance - The oil processing index rose by 1.39%, while the oil extraction index fell by 0.22%, and the oil trading index increased by 3.44% [1] - International crude oil prices continued to decline, with West Texas Intermediate crude oil futures settling at $56.66 per barrel, down 1.36% from December 12, and Brent crude oil futures settling at $60.47 per barrel, down 1.06% from December 12 [1] Group 3: Capital Market Performance of Listed Chemical Companies - The top five rising listed chemical companies included Sulihua Co., Ltd. up by 30.69%, Xinri Hengli up by 27.48%, Reborn Technology up by 23.25%, Ruihua Tai up by 20.93%, and Shenjian Co., Ltd. up by 20.50% [2] - The top five declining listed chemical companies were Huarong Chemical down by 20.01%, Enjie Co., Ltd. down by 18.36%, Weike Technology down by 13.15%, Jinbantai down by 12.83%, and Xingye Co., Ltd. down by 12.63% [2]

化工板块今日（12月23日）继续猛攻，反映化工板块整体走势的化工ETF（516020）早盘低位震荡后突然拉升，盘中场内价格最高涨幅达到 1.33%，截至发稿，涨0.73%。 成份股方面，氟化工、锂电等板块部分个股涨幅居前。截至发稿，多氟多、天赐材料双双涨停，恩捷股份大涨超6%，新宙邦涨超5%，宏达股 份、星源材质涨超2%。 | 分时 多日 1分 5分 | | | 15分 30分 ୧୦સ | | | F9 盘前盘后 叠加 九转 画线 工具 & 2 > | | | | CD | 516020 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.838 | | | 13:48 6 0.833 | ANNA | * 0.006(0.73%) 均价 0.833 成交量 0 IOPV 0.8. | | | | (0): 3 3 SSE CNY 13:48:16 交易中 | | +0.006 +0.73% 中 / @ + | | 0:833 | | | | | | | | 0.6798 | 净值走势 | | 华宝化工 ...

Core Viewpoint - The chemical sector continues to show strong performance, with the chemical ETF (516020) experiencing a significant increase, reflecting a broader positive trend in the industry [1][9]. Group 1: Market Performance - On December 23, the chemical ETF (516020) saw a maximum intraday price increase of 1.33%, closing with a gain of 0.73% [1][10]. - The chemical sector has outperformed major A-share indices this year, with the chemical ETF's index showing a year-to-date increase of 33.41%, compared to 16.87% for the Shanghai Composite Index and 17.2% for the CSI 300 Index [1][12]. Group 2: Stock Performance - Key stocks in the chemical sector, particularly in fluorine chemicals and lithium batteries, have shown notable gains, with companies like Duofu Duo and Tianci Materials hitting the daily limit up, and others like Enjie and Xinzhoubang increasing by over 6% and 5% respectively [1][10]. Group 3: Price Trends in Raw Materials - Since November, there has been a significant price increase in core raw materials for lithium batteries, with lithium hexafluorophosphate rising from 55,000 CNY/ton to 120,000 CNY/ton (over 118% increase), and lithium cobalt oxide increasing from 140,000 CNY/ton to 350,000 CNY/ton (over 150% increase) [4][13]. - The price of battery-grade lithium carbonate has also surpassed 94,000 CNY/ton, with a monthly increase of over 16% in November [4][13]. Group 4: Valuation and Investment Outlook - The current price-to-book ratio of the chemical ETF's index is 2.32, which is at a relatively low level compared to the past decade, indicating potential value for long-term investment [4][13]. - Analysts predict that the chemical industry may experience a cyclical upturn by 2026, driven by supply-side adjustments and policy support, suggesting a favorable environment for investment in the sector [6][14].

Group 1 - Kangnibei Group plans to transfer up to 5,065,900 shares, representing no more than 2% of the total share capital, to its controlling shareholder, Zhejiang Pharmaceutical Group, through a block trade [1] - Guiguan Network elected Dai Qingsong as the chairman of the fifth board of directors, who will also act as the general manager [2] - Huayin Technology's shareholders plan to transfer a total of 10,725,600 shares, accounting for 3.93% of the total share capital [3] Group 2 - Wireless Media's subsidiary won a bid for an AI-enabled media platform project with a contract amount of 4.8895 million yuan [4] - Chaosheng Electronics plans to invest 1.008 billion yuan in a high-performance HDI circuit board expansion and upgrade project, aiming to increase production capacity by 240,000 square meters annually [5] - Yingfeng Co., Ltd. disclosed a plan to raise no more than 522 million yuan through a private placement for various projects [6] Group 3 - Yongtai Technology's executives plan to collectively increase their holdings by no less than 5 million yuan without a price range [7] - Guangdong Construction's subsidiary's wind power project has successfully connected its first unit to the grid, contributing to a total installed capacity of 5,094.52 MW [8] - *ST Jiaotou was selected as the first candidate for a sewage treatment plant project with an estimated contract value of 128 million yuan [9] Group 4 - Sanhua Intelligent Control expects a net profit of 3.874 billion to 4.649 billion yuan for 2025, representing a year-on-year increase of 25% to 50% [10] - Aolian Electronics is planning a change in control, leading to a temporary suspension of its stock [11] - ST Zhengtong will resume trading on December 24 after lifting risk warnings and changing its stock name [12] Group 5 - China Nonferrous Metal Industry's subsidiary acquired a 99.9004% stake in Raura Company for 106 million USD, which includes a zinc polymetallic mine in Peru [13] - Xusheng Group's actual controller will change to the Guangzhou Municipal Government, with stock resuming trading [14] - Hualian Holdings plans to acquire 100% of Argentum Lithium S.A. for approximately 1.75 billion USD [15] Group 6 - Yichang Technology is planning a change in control, leading to a temporary suspension of its stock [16] - Runyang Technology's controlling shareholder intends to transfer 5% of the company's shares at a price of 30.08 yuan per share [17] - Hongqi Chain's shareholder, Yonghui Supermarket, plans to reduce its holdings by up to 3% [18][19] Group 7 - Jiaojian Co., Ltd.'s actual controller is under criminal investigation, but the company's control has not changed [20][29] - Tianji Technology is facing a lawsuit for alleged collusion in bidding [21] - Yuehai Feed's controlling shareholder plans to reduce its holdings by up to 3% [22][23] Group 8 - Bojie Co., Ltd. plans to distribute a cash dividend of 0.94 yuan per 10 shares for the 2025 interim period [24] - Dongjiang Environmental plans to invest up to 12 million yuan in a capital increase for a technology company [25] - Taiankang's product received a drug registration certificate for a combination treatment for benign prostatic hyperplasia [26] Group 9 - Lingyun Optical plans to invest up to 5 million USD in a cornerstone investment for an IPO [27] - Canar Co., Ltd. intends to acquire 70% of Jiangxi Fenglin for 21 million yuan [28] - Enjie Co., Ltd.'s subsidiary received a government subsidy of 20 million yuan, accounting for 3.6% of the latest audited net profit [34] Group 10 - China Nuclear Construction plans to introduce investors for a total capital increase of 5 billion yuan, maintaining control over its subsidiaries [35] - Xinzhu Co., Ltd. signed a framework cooperation agreement for an integrated energy project in Tibet [36] - Beibo Co., Ltd. plans to establish a holding subsidiary focused on high-temperature industrial equipment [37] Group 11 - Emei Mountain A plans to establish a wholly-owned subsidiary for tea industry integration with an investment of 10 million yuan [38] - Tianpu Co., Ltd. confirmed the results of a tender offer, with a total of 201 shares accepted [39] - *ST Dongtong's stock will be delisted, entering a 15-day delisting period [40] Group 12 - Zhuoran Co., Ltd.'s subsidiary signed a significant order worth 4.033 billion yuan for a project, representing 142.09% of the company's expected revenue for 2024 [41]

1、补助的类型 一、收到政府补助资金的基本情况 云南恩捷新材料股份有限公司（以下简称"公司"）下属子公司江苏恩捷新材料科技有限公司于近日收到 江苏金坛经济开发区管理委员会拨付的补贴款2,000.00万元，占公司最近一期经审计归属于上市公司股 东净利润绝对值的3.60%，为现金形式，与公司日常经营活动有关，但不具备可持续性。 二、政府补助的类型及其影响 证券代码：002812股票简称：恩捷股份 公告编号：2025-209 云南恩捷新材料股份有限公司 关于收到政府补贴的公告 本公司及全体董事保证本公告内容真实、准确和完整，没有虚假记载、误导性陈述或者重大遗漏。 根据《企业会计准则第16号一政府补助》的规定，与资产相关的政府补助，是指企业取得的、用于购建 或以其他方式形成长期资产的政府补助；与收益相关的政府补助，是指除与资产相关的政府补助之外的 政府补助。本次公司下属子公司获得的政府补助属于与收益相关的政府补助。 2、补助的确认和计量 按照《企业会计准则第16号一政府补助》的规定，上述政府补助属于与收益相关的政府补助，计入其他 收益。 3、补助对上市公司的影响 本次收到的与收益相关政府补助2,000.00万元，预计 ...

人民财讯12月22日电，恩捷股份（002812）12月22日公告，下属子公司江苏恩捷新材料科技有限公司近 日收到江苏金坛经济开发区管理委员会拨付的补贴款2000万元，占公司最近一期经审计归属于上市公司 股东净利润绝对值的3.6%。预计影响公司未来税前总收益约2000万元。 ...