Group 1 - Since 2022, the chemical industry has faced price declines due to new capacity coming online and falling crude oil prices, leading to a decrease in overall profitability as companies adopt a price-for-volume strategy to capture market share [1] - In 2024, most chemical prices are stabilizing at the bottom, with profitability still under pressure; however, the introduction of growth stabilization measures may lead to the elimination of some outdated capacities, improving the overall supply-demand balance and potentially enhancing product profitability [1] - According to Huatai Securities, by the second half of 2025, the profitability of bulk chemicals is expected to hit a ten-year low due to weak demand and the end of supply-side increments, similar to the industry losses seen at the end of 2015 [1] Group 2 - The chemical industry is characterized as a typical cyclical industry, usually experiencing a five-year cycle through stages of "profit upturn - capacity expansion - profit bottoming - capacity clearance/demand expectation improvement" [2] - With negative growth in capital expenditure, anti-involution trends, global interest rate cuts, and domestic demand expansion, the chemical sector is anticipated to enter a "dawn" phase at the beginning of the 14th Five-Year Plan [2] - Related Hong Kong stocks in the chemical industry include Sinopec (00386), Sinopec Oilfield Service (01033), Sinopec Engineering (02386), Shanghai Petrochemical (00338), Sinopec Kantons (00934), China Sanjiang Chemical (02198), and Wuhan Organic Chemicals (02881) [3]

Core Viewpoint - Southbound funds have reduced their holdings in Sinopec Kantons Holdings Limited (00934.HK) by 666,000 shares, indicating a trend of net selling over recent trading days [1] Group 1: Shareholding Changes - In the last five trading days, southbound funds have reduced their holdings for four days, with a total net reduction of 1,118,000 shares [1] - Over the past 20 trading days, there have been 14 days of net increases in holdings, totaling 18,802,000 shares [1] - As of now, southbound funds hold 288 million shares of Sinopec Kantons, representing 11.58% of the company's total issued ordinary shares [1] Group 2: Company Overview - Sinopec Kantons Holdings Limited primarily engages in oil and gas-related businesses through two operational segments [1] - The crude oil terminal and storage services segment focuses on providing crude oil transportation, unloading, storage, and other tanker terminal services [1] - The ship leasing and transportation services segment is primarily involved in providing ship leasing services for liquefied natural gas transportation [1]

Group 1 - The core point of the article highlights that southbound funds have reduced their holdings in Sinopec Kantons Holdings Limited (00934.HK) by 442,000 shares on January 15, with a total net reduction of 458,000 shares over the past five trading days [1] - Over the last 20 trading days, there have been 15 days of net increases in southbound fund holdings, totaling 20.702 million shares [1] - As of now, southbound funds hold 289 million shares of Sinopec Kantons, representing 11.61% of the company's total issued ordinary shares [1] Group 2 - Sinopec Kantons Holdings Limited primarily engages in oil and gas-related businesses through two operational segments [1] - The crude oil terminal and storage services segment focuses on providing crude oil transportation, unloading, storage, and other tanker terminal services [1] - The ship leasing and transportation services segment is primarily involved in providing ship leasing services for liquefied natural gas transportation [1]

Group 1 - The core point of the article highlights that southbound funds reduced their holdings in Sinopec Kantons Holdings Limited (00934.HK) by 12,000 shares on January 13, while there were two days of net increases in the past five trading days, totaling 430,000 shares [1] - Over the last 20 trading days, there were 17 days of net increases in southbound funds, accumulating to a total of 22.3 million shares [1] - As of now, southbound funds hold 289 million shares of Sinopec Kantons, representing 11.62% of the company's total issued ordinary shares [1] Group 2 - Sinopec Kantons Holdings Limited primarily engages in oil and gas-related businesses through two operational segments [1] - The crude oil terminal and storage services segment focuses on providing crude oil transportation, unloading, storage, and other tanker terminal services [1] - The ship leasing and transportation services segment is primarily involved in providing ship leasing services for liquefied natural gas transportation [1]

Group 1 - The core point of the article highlights that southbound funds have increased their holdings in Sinopec Kantons Holdings Limited (00934.HK) by 34,000 shares on January 12, indicating a positive trend in investment interest [1] - Over the past five trading days, there have been three days of net increases in holdings by southbound funds, totaling 2.458 million shares [1] - In the last 20 trading days, there were 18 days of net increases, with a cumulative total of 22.448 million shares added to holdings by southbound funds [1] Group 2 - As of now, southbound funds hold 289 million shares of Sinopec Kantons, which represents 11.62% of the company's total issued ordinary shares [1] - Sinopec Kantons Holdings Limited primarily engages in oil and gas-related businesses through two operational segments: crude oil terminal and storage services, and ship leasing and transportation services [1] - The crude oil terminal and storage services segment focuses on providing crude oil transportation, unloading, storage, and other tanker terminal services [1]

Group 1 - The core point of the article highlights that southbound funds reduced their holdings in Sinopec Kantons Holdings Limited (00934.HK) by 6,000 shares on January 9 [1] - Over the past five trading days, there were three days of net increases in southbound fund holdings, totaling 348,800 shares [1] - In the last twenty trading days, there were eighteen days of net increases in southbound fund holdings, amounting to 23.06 million shares [1] Group 2 - As of now, southbound funds hold 289 million shares of Sinopec Kantons, representing 11.62% of the company's total issued ordinary shares [1] - Sinopec Kantons Holdings Limited primarily engages in oil and gas-related businesses through two operational segments [1] - The crude oil terminal and storage services segment focuses on providing crude oil transportation, unloading, storage, and other tanker terminal services [1] - The ship leasing and transportation services segment is mainly involved in providing ship leasing services for liquefied natural gas transportation [1]

Group 1 - The core point of the news is that Southbound funds have increased their holdings in Sinopec Kantons Holdings Limited (00934.HK) by 2.016 million shares on January 5, 2026, marking a 0.70% increase in total holdings [1][2] - Over the past five trading days, Southbound funds have increased their holdings for five days, with a total net increase of 5.702 million shares [1][2] - In the last 20 trading days, there have been 19 days of net increases in holdings, totaling 23.674 million shares [1][2] Group 2 - As of January 5, 2026, Southbound funds hold a total of 289 million shares of Sinopec Kantons, which represents 11.6% of the company's issued ordinary shares [1][2] - The company operates primarily in the oil and gas sector, with two main divisions: crude oil terminal and storage services, and ship leasing and transportation services [2]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中石化冠德控股有限公司 呈交日期: 2025年12月31日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00934 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | HKD | | 0.1 | HKD | | 1,000,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 10,000,000,000 | HKD | | 0.1 | HKD | | 1,000,000,000 | ...

中石化冠德(00934)发布公告，本公司全资附属公司华德石化已于2025年12月29日与中石化河南石油勘 探局订立消防服务协议，中石化河南石油勘探局同意为华德石化提供日常运作的消防服务。 华德石化从事石油接卸与储存服务，相关石油产品具易燃、易爆特性。为确保安全营运，华德石化需委 聘具备石化产业专业知识的专业消防团队执行消防工作。 分时图 日K线 周K线 月K线 4.17 0.01 0.24% 1.44% 0.96% 0.48% 0.00% 0.48% 0.96% 1.44% 4.10 4.12 4.14 4.16 4.18 4.20 4.22 09:30 10:30 12:00/13:00 14:00 16:10 0 28万 56万 84万 中石化冠德 ...

华德石化从事石油接卸与储存服务，相关石油产品具易燃、易爆特性。为确保安全营运，华德石化需委 聘具备石化产业专业知识的专业消防团队执行消防工作。 智通财经APP讯，中石化冠德(00934)发布公告，本公司全资附属公司华德石化已于2025年12月29日与中 石化河南石油勘探局订立消防服务协议，中石化河南石油勘探局同意为华德石化提供日常运作的消防服 务。 ...