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热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  每经评论员贾运可

  凯利泰(SZ300326,前收盘价5.82元,市值41.73亿元)新一届董事会已经选出将近一个月,公司却迟迟未公布新任董事长名单,引发市场高度关注。此前的换届选举过程已显现出激烈的内部博弈,如今董事长“难产”,再次暴露出公司权力交接的失序现象。如果董事长空缺时间过长,不仅可能影响公司正常经营,更可能侵蚀中小股东利益。

  董事长在上市公司治理结构中居于核心地位,肩负着协调董事会、把控战略方向和代表公司形象等多重职责。一旦董事长迟迟未定,公司就容易陷入“群龙无首”的状态,重要决策难以推进,组织运作出现障碍,甚至可能对公司高管团队的稳定性造成冲击。尽管凯利泰方面对外回应称“公司运营正常”,但在董事长人选尚未明确的背景下,如何保证日常管理的连续性和重大事项的有效推进,令人质疑。

  凯利泰董事会成员构成的微妙平衡,也加剧了公司权力交接的复杂性。从已披露的董事会成员推荐情况来看,虽然原董事长袁征未能连任董事,但由其控制的第二大股东上海欣诚意所推荐的4位董事已占据多数席位。从人数上看,袁征仍具备在董事会中发挥关键影响力的能力。外界普遍认为,新任董事长将在蔡仲曦与金诗强之间产生,而这两人都与袁征有不同程度的联系。这使得选举进程难免遭遇反对声音,也放大了市场对公司治理独立性与合规风险的担忧。

  事实上,此前部分董事对相关人选已明确提出反对意见,理由包括行业经验不足、利益关联较深、存在潜在合规风险等。这种分歧若长期无法调和,不仅会拖延董事长的选举,更会影响董事会的整体协作能力。尤其是在公司即将披露年报的敏感时点,董事会若不能形成稳定的领导核心,将直接影响市场信心。

  更进一步,如果公司未能在合理时间内选出董事长,导致董事会无法运转,公司运营陷入停滞,将可能构成董事违反勤勉义务,进而承担相应法律责任。此外,交易所也可能对公司进行问询甚至采取监管措施。凯利泰若不尽快完成权力交接,势必会面临更大的合规压力和舆论风险。

  公司治理的核心在于权力的有序传承与制度的有效运行。作为一家公众公司,凯利泰有责任尽快完成董事长的选举,并通过充分的信息披露,回应投资者的关切。无论新任董事长最终由谁出任,其遴选过程都应当以公司利益为重,避免因个别股东的私利影响公司治理结构的稳定。唯有如此,才能真正维护公司长远发展与中小股东的合法权益。

4月17日,长江有色金属网显示,长江地区441#硅现货报价105800-10700元/吨,均价10600元/吨,下跌100元;553#硅现货报价9800-10000元/吨,均价9900元/吨,下跌100元;2202#硅现货报价17900-18100元/吨,均价18000元/吨,持平;3303#硅现货报价11500-11700元/吨,均价11600元/吨,下跌200元。

截止14:00,工业硅期货主力合约2505报9055元/吨,跌50元,跌幅0.55%。盘中最低下探至8985元/吨,上探至9115元/吨。成交额67.73亿,成交量149914手。

工业硅市场呈现期现联动下探态势。硅系现货市场延续分化特征,高品位441#硅及3303#硅承压明显。

据行业动态显示,近期西南地区丰水期电价下调预期升温,刺激部分硅厂复产,但下游有机硅及铝合金企业采购仍以刚需为主,尤其光伏级硅料订单未见显著增量,导致中低品位553#硅库存压力持续。

值得注意的是,3303#硅单日跌幅扩大至200元/吨,反映光伏产业链中游切片环节需求疲软,叠加多晶硅扩产节奏放缓,高成本硅料企业被迫降价去库。

期货市场方面,工业硅主力合约日内最低触及8985元/吨,创近两周新低。盘面贴水现货幅度扩大至约1500元/吨,显示市场对远期供需格局的悲观预期。

值得关注的是,当日有色金属板块主力资金净流出140.17亿元,板块量能收缩背景下,工业硅作为产能过剩品种更易受空头资金压制。

硅铁期货近期同步走弱,表明黑色系终端需求传导不畅,钢厂对硅系合金采购议价力度增强,进一步制约硅价反弹空间。​

短期硅市或延续“高品位弱、低品位稳”的分化格局。需重点关注云南限电政策落地情况以及有机硅DMC价格能否企稳回升。建议企业利用期货工具对冲敞口风险,同时关注5月丰水期电价调整对西南硅厂开工率的实际影响。

本文基于市场信息分析,不构成投资建议,实际操作需结合实时动态审慎决策。长江有色金属网电话:0592-5668838

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