Core Viewpoint - Food security is a national priority, and China National Offshore Oil Corporation (CNOOC) plays a crucial role in ensuring the supply of agricultural fertilizers to support food production and rural development [1][2]. Group 1: Supervision and Management - The CNOOC disciplinary inspection team has implemented a targeted supervision mechanism to identify and rectify 21 issues related to fertilizer safety production, raw material procurement, and pricing management [2]. - During the peak fertilizer application period, CNOOC's chemical production units maintained stable production despite adverse weather conditions caused by Typhoon "Biparjoy" [1][2]. Group 2: Innovation and Technology - The focus on the development and technological upgrade of value-added fertilizer products is a priority for CNOOC, with ongoing supervision of key project phases to ensure alignment with regional agricultural needs [3]. - CNOOC has emphasized the importance of scientific formulation and optimization of fertilizer products based on crop and regional characteristics, enhancing production efficiency and market supply [3].

Group 1 - MGD Holdings reduced its stake in CNOOC Chemical (03983.HK) by selling 1.016 million shares at an average price of HKD 2.3001 per share, amounting to approximately HKD 2.3369 million [1] - Following the sale, MGD Holdings' total shareholding decreased to 251 million shares, representing a reduction in ownership percentage from 14.03% to 13.98% [1][3]

Group 1 - MGD Holdings reduced its stake in CNOOC Limited (03983) by selling 1.016 million shares at a price of HKD 2.3001 per share, totaling approximately HKD 2.3369 million [1] - After the reduction, MGD Holdings' latest shareholding stands at 251 million shares, representing a holding percentage of 13.98% [1]

Group 1 - MGD Holdings reduced its stake in China National Chemical Corporation (03983) by 1.016 million shares at a price of HKD 2.3001 per share, totaling approximately HKD 2.3369 million [1] - After the reduction, MGD Holdings now holds 251 million shares, representing a 13.98% ownership stake [1]

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9月30日 狀態: 新提交 本月底法定/註冊股本總額： RMB 4,610,000,000 FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 致：香港交易及結算所有限公司 公司名稱: 中海石油化學股份有限公司（ 於中華人民共和國註冊成立的股份有限公司） 呈交日期: 2025年10月2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) | 03983 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 1,796,000,122 | RMB | | 1 RMB | | 1,796,000,122 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | ...

Financial Performance - The company reported revenue of RMB 5,850 million for the first half of 2025, a decrease of 2.6% compared to RMB 6,007 million in the same period of 2024[7]. - Gross profit for the first half of 2025 was RMB 848 million, down 15.4% from RMB 1,003 million in the first half of 2024[7]. - Net profit attributable to the company's owners was RMB 641 million, a decrease of 6.6% from RMB 687 million in the previous year[7]. - The group's revenue for the reporting period was RMB 5,850.2 million, a decrease of RMB 156.4 million or 2.6% compared to RMB 6,006.6 million in the same period of 2024[25]. - The gross profit for the group was RMB 847.9 million, a decrease of RMB 155.2 million or 15.5% compared to RMB 1,003.1 million in 2024[27]. - The group's net profit for the period was RMB 723.8 million, a decrease of RMB 19.6 million or 2.6% compared to RMB 743.4 million in the same period of 2024[39]. Production and Sales - The production volume of fertilizers for the first half of 2025 was 967,647 tons, a slight decrease of 0.6% from 973,476 tons in the same period of 2024[8]. - The sales volume of chemical products increased by 8.6% to 726,174 tons in the first half of 2025, compared to 668,460 tons in the previous year[9]. - In the first half of the year, the company produced 968,000 tons of urea, 781,000 tons of methanol, 450,000 tons of phosphate and compound fertilizers, and 132,000 tons of acrylonitrile series products[21]. - The company sold 996,000 tons of urea, 726,000 tons of methanol, 386,000 tons of phosphate and compound fertilizers, and 127,000 tons of acrylonitrile series products in the first half of the year[21]. Market Prices - The average market price of urea in the first half of the year was RMB 1,804 per ton, a year-on-year decrease of RMB 434 per ton, representing a decline of 19%[15]. - The average market price of monoammonium phosphate was RMB 3,268 per ton, up 6.48% year-on-year[16]. - The average market price of diammonium phosphate was RMB 3,954 per ton, up 1.59% year-on-year[16]. - The average price of acrylonitrile in the first half of the year was RMB 9,350.41 per ton, down 5.4% from RMB 9,888.10 per ton in the same period last year[19]. Assets and Liabilities - The company's total assets increased to RMB 24,571 million as of June 30, 2025, compared to RMB 24,076 million at the end of 2024[7]. - As of June 30, 2025, the group had total interest-bearing liabilities of RMB 2,335.2 million, with a capital debt ratio of 10.7%[43]. - Total liabilities increased to RMB 4,999,064 thousand as of June 30, 2025, compared to RMB 4,569,034 thousand as of December 31, 2024, representing an increase of 9.4%[81]. - Current liabilities rose to RMB 3,204,407 thousand as of June 30, 2025, up from RMB 2,512,948 thousand as of December 31, 2024, indicating a growth of 27.5%[81]. Cash Flow and Investments - The group reported a cash flow from operating activities of RMB 533,057,000 for the six months ended June 30, 2025, compared to RMB 679,928,000 for the same period in 2024, reflecting a decrease of 21.6%[127]. - The company’s investment activities resulted in a net cash outflow of RMB 249,564 thousand for the six months ended June 30, 2025, compared to a net inflow of RMB 126,333 thousand for the same period in 2024[86]. - The group reported capital expenditures totaling RMB 78.76 million, with significant investments including RMB 27.83 million for the second phase of the Pisha gypsum dry stacking project and RMB 19.48 million for the underground mining project with an annual capacity of 1.6 million tons[41]. Corporate Governance and Compliance - The company has adopted accounting principles and standards reviewed by the audit committee, with no disagreements noted regarding the accounting treatment for the interim results for the six months ending June 30, 2025[59]. - The company has complied with all provisions of the Corporate Governance Code during the six months ending June 30, 2025, except as noted[60]. Future Outlook and Strategy - The company plans to continue expanding its market presence and sales channels while enhancing operational efficiency amid a challenging market environment[11]. - Key focus areas for the company in the second half of 2025 include enhancing equipment management systems, improving marketing effectiveness, and advancing research on low-carbon natural gas utilization projects[57]. - The industry outlook for the second half of 2025 indicates a continued oversupply in the urea market, with price pressures expected in the fourth quarter due to new capacity releases and declining demand[56].

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8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: 中海石油化學股份有限公司（ 於中華人民共和國註冊成立的股份有限公司） 呈交日期: 2025年9月2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) | 03983 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 1,796,000,122 | RMB | | 1 RMB | | 1,796,000,122 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 1,796,000,122 | RMB | | 1 RMB | | 1,796,000,122 | | ...

格隆汇9月1日丨根据联交所最新权益披露资料显示，2025年8月28日，中海石油化学(03983.HK)遭MGD Holdings在场内以每股均价2.3917港元减持897.8万 股，涉资约2147.27万港元。 减持后，MGD Holdings最新持股数目为2.65亿股，持股比例由15.25%下降至14.76%。 | 股份代號: | 03983 | | --- | --- | | 上市法國名稱: | 中海石油化學股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 01/08/2025 - 01/09/2025 | | 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 費出或涉及的 每股的平均價 | | | | 持有權益的股份數目 佔已發行的 有關事件的日期相關 | | --- | --- | --- | --- | --- | --- | | | | 原因 | 股份數目 | | (請參閱┣斌*註 有投票權股(日 / 月 / 年) 權 | | | | | | | 份百分比 | | | | | | | ( % ) | | CS20250828E00429 | MGD Holding ...

Group 1 - MGD Holdings reduced its stake in CNOOC Limited (03983) by selling 8.978 million shares at a price of HKD 2.3917 per share, totaling approximately HKD 21.4727 million [1] - After the reduction, MGD Holdings holds 265 million shares, representing a new ownership percentage of 14.76% [1]

Group 1: Hong Kong Stocks - China Gold International (02099) rose nearly 7%, reaching a new high as core product output exceeded half of the annual guidance, with significant expansion potential at the Jiama mine [1] - Pop Mart (09992) increased by nearly 2%, with new products selling out instantly and continued high growth in H1 performance [1] - Meitu (01357) surged over 7% after officially entering the MSCI China Index, with Morgan Stanley optimistic about the company's long-term growth potential [1] - China Tobacco Hong Kong (06055) climbed nearly 6.5%, setting a new high since its listing, with stable growth in H1 performance and promising expansion opportunities as an overseas platform for China Tobacco International [1] - China National Chemical Corporation (03983) fell over 1% as mid-term shareholder profit decreased by 6.74% year-on-year, with a significant drop in urea sales prices [1] - China Intelligent Transportation (01900) surged over 42% after a profit warning, expecting mid-term shareholder profit of approximately 361 million yuan [1] - Keep (03650) dropped nearly 5% post-earnings despite successfully turning a profit in H1, focusing its strategy on AI [1] - Western Cement (02233) rose nearly 6.5% post-earnings, with mid-term shareholder profit increasing by 93.4% due to high growth in overseas sales [1] - ChinaSoft International (00354) increased over 4% post-earnings, with H1 net profit rising over 10% and HarmonyOS 5 terminal devices exceeding 12 million units [1] Group 2: US Stocks - NIO (NIO.US) fell 3.94% after Citigroup set a target price of $8.1, listing five reasons to buy [3] - Shanghai's optimization of real estate policies led to significant gains for housing service platforms, with Fangduo (DUO.US) rising 28.28% and Beike (BEKE) up 1.57% [3] - Hesai (HSAI.US) rose 0.52%, with expectations of 300,000 to 400,000 units shipped in the entire robot lidar market this year, and over 200,000 units for the robot market [3] - Pinduoduo (PDD.US) increased by 0.87% ahead of its earnings report, with optimistic market expectations reflected in declining Put/Call ratios [3] - Intel (INTC.US) fell 1.01% as the federal government acquired a 10% stake in the struggling chip giant, becoming its largest shareholder [4] - American Airlines (AAL.US) dropped 4.06% after an emergency landing due to a passenger's electronic device catching fire [4] - Netflix (NFLX.US) rose 1.11%, achieving its first box office champion in North America [4] - Spirit Airlines (FLYY.US) plummeted 14.02% as financial restructuring failed to lead to sustainable development [4] - Keurig Dr Pepper (KDP.US) fell 11.48% after announcing a €15.7 billion (approximately $18.4 billion) cash acquisition of Dutch coffee giant JDE Peet's NV [4] - Roblox (RBLX.US) increased by 6.02%, with Wedbush maintaining an "outperform" rating and a target price of $165, citing strong user ecosystem and business model growth potential [4] - Opendoor (OPEN.US) dropped 9.38% despite a significant prior increase, with July existing home sales rising 2% month-on-month to an annualized 4.01 million units [5]