Core Insights - The article highlights the top short-selling ratios and amounts for various companies, indicating significant market sentiment against these stocks [1][2]. Short-Selling Ratios - Lenovo Group-R (80992) has the highest short-selling ratio at 89.80% with a short-selling amount of 194.85 thousand [2]. - JD Group-SWR (89618) follows with a short-selling ratio of 82.03% and an amount of 18.12 thousand [2]. - Xiaomi Group-WR (81810) ranks third with a short-selling ratio of 69.31% and a short-selling amount of 150.53 thousand [2]. Short-Selling Amounts - Tencent Holdings (00700) leads in short-selling amount with 1.774 billion, representing a short-selling ratio of 18.90% [2]. - Alibaba-SW (09988) is second with a short-selling amount of 1.675 billion and a ratio of 17.89% [2]. - Pop Mart (09992) ranks third with a short-selling amount of 869 million and a ratio of 15.69% [2]. Deviation Values - Xiaomi Group-WR (81810) has the highest deviation value at 37.71%, indicating a significant difference from its past average short-selling ratio [2]. - Wynn Macau (01128) follows with a deviation value of 30.40% [2]. - Midea Group (N23078) ranks third with a deviation value of 23.49% [2].

Core Insights - As of November 10, a total of 108 stocks reached their 52-week highs, with notable performers including Taijin Holdings (08321), OKURA HOLDINGS (01655), and Hejia Holdings (00704) achieving high rates of 125.00%, 84.90%, and 53.57% respectively [1] Summary by Category 52-Week Highs - Taijin Holdings (08321) closed at 0.620 with a peak price of 0.900, marking a 125.00% increase - OKURA HOLDINGS (01655) reached a closing price of 0.280 and a high of 0.355, reflecting an 84.90% rise - Hejia Holdings (00704) had a closing price of 0.345 and a peak of 0.430, showing a 53.57% increase - Other notable stocks include Sanhe Chemical (00301) with a 41.67% increase and Aide New Energy (02623) with a 36.25% rise [1] 52-Week Lows - Wangshan Wangshui-B (02630) recorded a closing price of 52.850 and a low of 51.000, resulting in a -21.84% decrease - Eight Horses Tea (06980) had a closing price of 52.850 and a low of 51.100, reflecting a -10.98% decline - New Enjoy Times (08519) reached a low of 0.270, marking a -10.00% drop - Other significant declines include Jiujiang Bank (06190) at -8.99% and Kun Group (00924) at -6.98% [3][4]

中 石 化 煉 化 工 程（ 集 團 ）股 份 有 限 公 司 SINOPEC Engineering (Group) Co., Ltd.* （於中華人民共和國註冊成立的股份有限公司） 日期： 附註： * 僅供識別 1. 請用正楷填上全名（中文或英文）及股東名冊上登記的地址。 2. 請刪除不適用者，並填上以 閣下名義登記的本公司股份數目。 3. 請把已填妥及簽署的回條，以電子郵件（電子郵箱：seg.ir@sinopec.com）、郵寄或親自送遞的方式於2025年12月3日（星期三）或之前送達本 公司（地址為：中國北京市西城區安德路甲67號，郵政編碼：100032）。惟未能簽署及寄回本回條的合資格本公司股東，仍可出席臨時股東 大會。 2025年第一次臨時股東大會股東回條 致：中石化煉化工程（集團）股份有限公司（簡稱「本公司」） 本人（吾等） （附註1） 地址為： 聯繫電話： 為本公司股本中 每股面值人民幣1.00元之H股╱內資股 （附註2） 股之持有人。茲確認，本人（吾 等）願意親自或委託代理人代為出席於2025年12月23日（星期二）上午10時正在中國北京市西城區安德路甲67號召開 的本公司2025年第一次臨 ...

中 石 化 煉 化 工 程（ 集 團 ）股 份 有 限 公 司 SINOPEC Engineering (Group) Co., Ltd.* （於中華人民共和國註冊成立的股份有限公司） （股份代號：2386） 2025年第一次臨時股東大會適用的委託代理人表格 與本委託代理人表格有關 的股份數目及類別 （附註1） 本人（或吾等） （附註2） （身份證號碼： 聯繫電話： ）╱ 大會主席為本人（吾等）的 代理人，代表本人（吾等）出席2025年12月23日（星期二）上午10時正在中國北京市西城區安德路甲67號召開的本公 司2025年第一次臨時股東大會（簡稱「臨時股東大會」），藉以考慮並酌情通過本公司日期為2025年11月6日之《2025 年第一次臨時股東大會通知及暫停辦理股份過戶登記手續》所載的決議案，並按以下指示代表本人（吾等）就下列決 議案投票。如無作出指示，則代理人可自行決定投贊成票或反對票。於本表格內，除非文義另有所指，否則所用詞 彙與本公司日期為2025年11月6日之通函所界定者具有相同涵義。 | | 特別決議案 | （附註5） 贊成 | 反對 | （附註5） | 棄權 | （附註5） | | --- | ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本通告之內容概不負責，對其準確性或完整性亦 不發表任何聲明，並明確表示，概不對因本通告全部或任何部分內容而產生或因倚賴該等內容而引致的任 何損失承擔任何責任。 中 石 化 煉 化 工 程（ 集 團 ）股 份 有 限 公 司 SINOPEC Engineering (Group) Co., Ltd.* （於中華人民共和國註冊成立的股份有限公司） （股份代號：2386） 2025年第一次臨時股東大會通知 及 暫停辦理股份過戶登記手續 茲通知中石化煉化工程（集團）股份有限公司（簡稱「本公司」）謹訂於2025年12月 23日（星期二）上午10時正在中國北京市西城區安德路甲67號召開2025年第一次臨時股 東大會（簡稱「臨時股東大會」），以審議（如屬適當）並批准以下決議案。於本通知內， 除非文義另有所指，所用詞彙與本公司日期為2025年11月6日的通函（簡稱「通函」）所 界定者具有相同涵義。 臨時股東大會審議事項 作為特別決議案 * 僅供識別 – 1 – # 執行董事 * 非執行董事 + 獨立非執行董事 附註： 臨時股東大會出席對象 1、 關於修訂《公司章程》《股東會議 ...

此乃要件 請即處理 閣下對本通函或應採取的行動如有疑問，應諮詢 閣下的股票經紀或其他註冊證券交易商、銀行經理、律 師、專業會計師或其他專業顧問。 閣下如已售出或轉讓名下中石化煉化工程（集團）股份有限公司的全部股份，應立即將本通函及隨附的委 託代理人表格交予買主或承讓人，或送交經手買賣的銀行、股票經紀或其他代理商，以便轉交買主或承讓 人。 香港交易及結算所有限公司及香港聯合交易所有限公司對本通函之內容概不負責，對其準確性或完整性亦 不發表任何聲明，並明確表示，概不就因本通函全部或任何部分內容而產生或因倚賴該等內容而引致的任 何損失承擔任何責任。 中 石 化 煉 化 工 程（ 集 團 ）股 份 有 限 公 司 SINOPEC Engineering (Group) Co., Ltd.* （於中華人民共和國註冊成立的股份有限公司） （股份代碼：2386） 修訂《公司章程》及其附件、取消監事會並減少註冊資本 及 臨時股東大會通知 一份由董事會發出的函件載於本通函第3至第5頁。 本公司謹訂於2025年12月23日（星期二）上午10時正在中國北京市西城區安德路甲67號召開2025年第一次 臨時股東大會（「臨時股東大會」） ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確性或完整 性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚賴該等內容而 引致的任何損失承擔任何責任。 中 石 化 煉 化 工 程（ 集 團 ）股 份 有 限 公 司 SINOPEC Engineering (Group) Co., Ltd.* （於中華人民共和國註冊成立的股份有限公司） （股份代號：2386） 關於修訂《公司章程》及其附件、 取消監事會暨減少註冊資本的公告 中石化煉化工程（集團）股份有限公司（「公司」）召開了第五屆董事會第九次會議，審 議通過了《關於修訂<公司章程>及其附件、取消監事會暨減少註冊資本的議案》，有 關詳情如下： 尹鳳兵 財務總監、董事會秘書 中國，北京 2025年11月6日 於本公告日期，本公司的董事為：蔣德軍 # 、張新明 # 、向文武 * 、李成峰 * 、俞仁明 * 、葉政 + 、 趙勁松 + 、章旭彥 + 及謝艷麗 # 。 此外，為維護公司價值及股東權益，公司持續開展H股股份回購。公司自2025年5月 9日修訂後的公司章程生效以來，已註銷3,857,000股回購的H股 ...

Core Viewpoint - Southbound funds increased their holdings in Sinopec Engineering (02386.HK) by 1.3625 million shares on November 4, 2025, indicating a positive sentiment towards the company [1]. Summary by Category Shareholding Changes - In the last five trading days, Southbound funds increased their holdings on three occasions, with a total net increase of 586,000 shares [1]. - Over the past 20 trading days, Southbound funds reduced their holdings on 12 days, resulting in a cumulative net reduction of 2.0735 million shares [1]. - As of now, Southbound funds hold 380 million shares of Sinopec Engineering, accounting for 26.63% of the company's total issued ordinary shares [1]. Company Overview - Sinopec Engineering Co., Ltd. primarily engages in engineering contracting services and operates through four segments: - Design, Consulting, and Technology Licensing, providing services to the refining and chemical industries [2]. - Engineering Contracting, offering comprehensive engineering, procurement, construction, maintenance, and project management services [2]. - Construction, focusing on infrastructure for the refining and chemical industries, including new construction, renovation, expansion, and maintenance services [2]. - Equipment Manufacturing, involved in the design, research and development, manufacturing, and sales of equipment and components needed in refining and chemical facilities [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10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: 中石化煉化工程（集團）股份有限公司 呈交日期: 2025年11月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02386 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,430,681,000 | RMB | | | 1 RMB | | 1,430,681,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 1,430,681,000 | RMB | | | 1 RMB | | 1,430,681,000 | ...

Core Viewpoint - The chemical industry is entering a downward cycle due to high costs and weak supply-demand dynamics, despite maintaining high capital expenditure and supply growth since the peak in 2021. However, there are "long-termist" companies capable of navigating through the cycle, providing substantial returns to investors through growth and dividends [1][2]. Group 1: Industry Overview - The chemical industry has experienced high capital expenditure and significant supply growth since the peak in 2021, but demand recovery remains relatively weak, leading to a high-cost and weak supply-demand environment [1]. - Long-termist companies in the chemical sector are characterized by strong shareholder backgrounds, excellent management capabilities, reasonable industry chain layouts, continuous R&D investment, and a strong sense of social responsibility, enabling them to achieve stable growth and sustainable development [2]. Group 2: Oil and Gas Sector - The "three major oil companies" (China National Petroleum, Sinopec, and CNOOC) are expected to maintain high capital expenditure and enhance natural gas market development, aiming for long-term growth despite oil price fluctuations [3]. - The domestic oil service companies are benefiting from high upstream capital expenditure, with improved operational quality and international competitiveness, particularly in the context of the Belt and Road Initiative [3]. Group 3: Refining and Chemical Fiber Industry - The refining and chemical fiber industry is anticipated to recover, with the refining expansion nearing completion and supply-demand dynamics expected to improve, leading to high-quality development in the sector [4]. - The polyester sector is seeing limited new capacity, with structural optimization accelerating, which is expected to enhance the market share and competitiveness of leading companies [4]. Group 4: Coal Chemical Industry - The coal chemical industry is projected to improve profitability due to a gradual easing of coal supply and demand, alongside a decline in coal prices. The transition towards modern coal chemical processes is seen as essential for traditional coal enterprises [5]. - The average prices for various coal types have decreased, with main coking coal, thermal coal, and anthracite prices showing declines of -10.5%, -2.0%, and -16.0% respectively compared to the beginning of the year [5]. Group 5: Investment Recommendations - The report suggests focusing on leading companies in the upstream oil and gas sector and oil service companies, including China National Petroleum (601857.SH), Sinopec (600028.SH), CNOOC (600938.SH), and others [6]. - For the refining and chemical fiber sector, companies like Hengli Petrochemical (600346.SH) and Rongsheng Petrochemical (002493.SZ) are recommended due to their potential benefits from industry optimization and upgrades [7]. - In the coal chemical sector, companies such as Hualu Hengsheng (600426.SH) and Baofeng Energy (600989.SH) are highlighted for their expected improvement in profitability [7]. - The report also suggests monitoring cyclical leading companies like Wanhua Chemical (600309.SH) and Satellite Chemical (002648.SZ) as demand recovers and supply-demand dynamics improve [7].