Group 1 - China National Petroleum Chemical Corporation has obtained a patent for a "sulfuric acid structure, flotation machine, and phosphate flotation system," with the authorization announcement number CN223761202U and an application date of December 2024 [1] - The patent addresses technical issues in flotation machines, specifically improving the dispersion of concentrated sulfuric acid in mineral slurry, thereby reducing scaling phenomena caused by reactions between concentrated sulfuric acid and the slurry [1] - The company was established in 2000, is located in a province-level administrative region, and primarily engages in the manufacturing of chemical raw materials and products, with a registered capital of 461 million RMB [1] Group 2 - Hubei Dayukou Chemical Co., Ltd. was founded in 2005 and is based in Jingmen City, focusing on the manufacturing of chemical raw materials and products, with a registered capital of approximately 110.31 million RMB [2] - The company has made investments in one enterprise, participated in 2,800 bidding projects, and holds 41 patents, along with 159 administrative licenses [2]

呈交日期: 2026年1月5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 | | 2. 股份分類 | 普通股 | 股份類別 | 其他類別 (請註明) | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證 ...

Core Viewpoint - China National Offshore Oil Corporation (CNOOC) Chemical aims to become a world-class green chemical technology company, contributing to national food security and promoting the green transformation of the chemical industry during the "14th Five-Year Plan" period [1][4]. Group 1: Achievements and Performance - CNOOC Chemical has successfully completed the central fertilizer supply and price stabilization task for five consecutive years, supplying nearly 15 million tons of fertilizers, covering 100% of the main grain production areas in China [4]. - The company achieved a 133% year-on-year increase in operating profit compared to the "13th Five-Year Plan," marking its best performance in five years [4]. - CNOOC Chemical's brand value has increased by 127% during this period, reflecting its strong market presence [1]. Group 2: Technological Innovation and Green Development - CNOOC Chemical has developed a 5,000 tons/year carbon dioxide hydrogenation to methanol process, becoming a pioneer in carbon reduction solutions [5]. - The company has established a research and development platform with an annual growth rate of 6% in R&D investment, resulting in 200 patent applications, including 54 invention patents [5]. - The company aims for "zero accidents, zero pollution," achieving a 29% reduction in production safety incidents and zero environmental pollution events [11]. Group 3: Digital Transformation - CNOOC Chemical has implemented a new digital architecture combining 5G, edge computing, and industrial internet, enhancing operational efficiency and reducing maintenance costs [9]. - The company has transitioned from manual inspections to intelligent robotic inspections, significantly improving safety and operational reliability [9]. Group 4: Environmental Responsibility and Sustainability - CNOOC Chemical has developed a comprehensive utilization project for phosphogypsum, achieving a 100% harmless treatment capacity and a utilization rate of 84.68% [12]. - The company has installed a distributed photovoltaic power generation system at its port, generating 2 million to 2.3 million kilowatt-hours annually, contributing to its low-carbon operations [14]. Group 5: Brand Development and Community Engagement - CNOOC Chemical has established a multi-layered demonstration network across 28 provinces, conducting over 7,000 activities to support farmers and promote its brand [19]. - The company has initiated a brand strategy overhaul, significantly increasing its brand influence through various media channels, reaching nearly 200 million views [20].

Core Insights - The article discusses a recent collective study session held by China National Offshore Oil Corporation (CNOOC) focusing on the spirit of the 20th Central Committee's Fourth Plenary Session and Xi Jinping's economic thoughts [1] Group 1: Company Initiatives - CNOOC emphasizes the importance of understanding and implementing the spirit of the 20th Central Committee's Fourth Plenary Session as a significant political task for the current and future periods [1] - The company plans to increase research and development investments in the field of biomanufacturing, aiming to explore new technologies and processes such as bio-based materials and synthetic biology [1] Group 2: Industry Trends - Biomanufacturing is identified as a crucial component of China's new productive forces, creating new tracks and business models, and is expected to synergize with traditional petrochemical and agricultural industries [1] - The article highlights the need for collaboration among government, industry, academia, and research to enhance research capabilities and the conversion of scientific achievements, thereby injecting new momentum for high-quality development [1]

Core Viewpoint - China National Offshore Oil Corporation (CNOOC) Chemical is actively participating in the "China Green Agriculture Efficiency Project" to enhance agricultural productivity and sustainability, aligning with national agricultural policies and contributing to rural revitalization [2][7][18]. Group 1: Project Overview - The "China Green Agriculture Efficiency Project" initiated in early 2025 aims to create benchmark bases for agricultural development [2]. - CNOOC Chemical has established multiple benchmark bases across various provinces, demonstrating significant agricultural productivity improvements [3][11][12]. Group 2: Agricultural Achievements - In Hainan, the rice benchmark base achieved an average yield of 313.2 kg per mu, representing a 13.68% increase compared to conventional fertilization methods [10][80]. - The peanut base in Henan saw a notable yield increase of 15.6% [11]. - The cotton base in Xinjiang achieved a 15% yield increase, while the ginger base in Shandong reached a yield of 18,000 jin per mu, marking a 16% increase [12]. Group 3: Policy Alignment and Strategic Goals - The project aligns with the central government's focus on enhancing food security and agricultural productivity as outlined in the "14th Five-Year Plan" [14][15]. - CNOOC Chemical's initiative emphasizes "green efficiency, brand empowerment, and win-win cooperation," moving away from traditional agricultural practices [19][20]. Group 4: Implementation Strategy - CNOOC Chemical employs a five-dimensional collaborative framework involving government guidance, corporate empowerment, media communication, research support, and farmer participation [21]. - The company conducts extensive field research to identify suitable agricultural areas, focusing on soil conditions and planting needs [23][27]. Group 5: Technological Integration - The project utilizes advanced soil monitoring data and customized nutrient solutions to create a closed-loop system for agricultural practices [32][45]. - CNOOC Chemical's technology team provides ongoing support and tailored guidance to farmers, ensuring effective implementation of agricultural techniques [52][54]. Group 6: Long-term Impact and Future Plans - CNOOC Chemical aims to transition from a "supplier" to a "plant nutrition solution provider," showcasing its commitment to agricultural innovation [59]. - The company plans to continue developing benchmark bases in more agricultural regions, sharing successful experiences and enhancing the agricultural industry [82][86].

Group 1 - China National Offshore Oil Corporation (CNOOC) is actively promoting the spirit of the 20th Central Committee's Fourth Plenary Session, focusing on integrating this spirit into the development of a world-class green chemical technology company [1] - The session emphasizes the importance of optimizing and upgrading traditional industries, which strengthens the confidence and clarity of goals for companies like Dayukou in their transformation journey [1] - Fudao Company is translating the session's spirit into development momentum by focusing on comprehensive utilization of natural gas in the South China Sea and advancing green ammonia and green alcohol technologies [1] Group 2 - The session calls for deepening state-owned enterprise reform to strengthen and optimize state-owned enterprises and capital [2] - Huhe Company emphasizes the importance of meticulous operations and striving for excellence to support overall quality improvement and structural upgrades [2] - The port is integrating the session's spirit with smart port construction and logistics network expansion, aiming to enhance operational efficiency through advanced technologies like 5G and artificial intelligence [2]

Group 1 - China National Offshore Oil Corporation (CNOOC) is actively promoting the spirit of the 20th Central Committee's Fourth Plenary Session, integrating it into the development of a world-class green chemical technology company [1] - The session emphasizes the importance of optimizing and upgrading traditional industries, which strengthens the confidence and clarity of goals for companies like Dayukou in their transformation journey [1] - Companies are focusing on efficient utilization of resources, such as phosphogypsum and fluorine resources, to create competitive advantages in fine phosphorus chemicals and new fluorine materials [1] Group 2 - The session calls for deepening state-owned enterprise reform to strengthen and optimize state-owned enterprises and capital [2] - Companies like Huake are committed to implementing the goals of strengthening and optimizing operations through meticulous management and energy consumption reduction [2] - The development of smart ports and logistics hubs is being prioritized, with a focus on integrating advanced technologies like 5G and artificial intelligence into port operations [2]

Core Viewpoint - The company has successfully transformed low-grade waste rock into high-value phosphate concentrate through innovative technology, addressing resource scarcity and high market prices while achieving significant cost savings [1][2][4]. Group 1: Technological Innovation - The company developed a proprietary low-grade phosphate flotation process that converts previously discarded waste rock into valuable phosphate concentrate [2][3]. - As of November 26, the company processed 1.21 million tons of ultra-low-grade phosphate rock, producing over 290,000 tons of concentrate and saving approximately 160 million yuan [2]. - The minimum grade for phosphate selection has been reduced to 9.69%, significantly below the industry standard of 18% in Hubei province, setting a new industry record [2][3]. Group 2: Efficiency and Resource Management - The company implemented lean management practices to balance production and energy consumption, achieving a reduction in water and energy usage [4]. - Innovations such as the "double alkali method" for wastewater purification have led to zero discharge and significant cost savings in water treatment [4]. - The company modified its milling process, resulting in a 9.8% reduction in energy consumption compared to the previous year, saving an estimated 5.61 million yuan [4]. Group 3: Future Development and Industry Positioning - The company invested over 12 million yuan in a research and development platform to continue advancing its technology and addressing challenges in processing difficult ores [5]. - A partnership with Wengfu Group aims to transition from fertilizer production to fine phosphorus chemicals, marking a significant step in industry transformation [6]. - The company is actively pursuing high-value utilization of phosphate resources from phosphogypsum and tailings, demonstrating a commitment to sustainable practices and resource optimization [6].

Group 1 - The company emphasizes the importance of theoretical study and political awareness to lead high-quality development, aligning with the spirit of the 20th Central Committee's Fourth Plenary Session [1] - The company aims to transform the learning outcomes from the plenary session into strong momentum for development, focusing on the strategic significance of the national 2035 vision [1] - The company identifies five key tasks: promoting major project breakthroughs, ensuring stable fertilizer production, upgrading nutrition strategies, innovating in bio-manufacturing, and transitioning to green and low-carbon practices [1] Group 2 - The company is committed to deepening reforms and ensuring high-level safety to support high-quality development, following the important discussions by General Secretary Xi Jinping on comprehensive reform [2] - The company stresses the need for strict governance in various aspects, including personnel management, safety, stability, and team building, to create a solid foundation for safe development [2]

Core Insights - The article highlights the short-selling ratios and amounts for various companies, indicating significant market sentiment towards these stocks [1][2]. Short-Selling Ratios - JD Health-R (86618) and JD Group-SWR (89618) have the highest short-selling ratios at 100.00% [2]. - SenseTime-WR (80020) follows with a short-selling ratio of 80.34% [2]. - Lenovo Group-R (80992) has a short-selling ratio of 72.73% [2]. Short-Selling Amounts - Meituan-W (03690) leads in short-selling amount with 1.814 billion [2]. - Tencent Holdings (00700) and Alibaba-SW (09988) follow with short-selling amounts of 1.003 billion and 901 million, respectively [2]. - Three Life Pharmaceutical (01530) has a short-selling amount of 776 million [2]. Deviation Values - Three Life Pharmaceutical (01530) has the highest deviation value at 41.74%, indicating a significant difference from its average short-selling ratio [2]. - OSL Group (00863) and JD Group-SWR (89618) have deviation values of 36.46% and 33.86%, respectively [2]. - JD Health-R (86618) also shows a notable deviation value of 27.93% [2].