连日来，中国海油化学通过多种形式迅速掀起党的二十届四中全会精神学习热潮。从生产车间、装置现 场到港口码头、科研中心，广大基层干部员工认真学习、准确把握全会精神实质，齐心协力抓好贯彻落 实，推动全会精神深刻融入打造中国担当、世界一流绿色化学科技公司的发展实践。 "党的二十届四中全会将优化提升传统产业置于重要位置，这让我们转型发展的信心更坚定、目标更清 晰。"大峪口公司科信发展部丁磊见证了公司从破解磷石膏难题到布局磷氟战新产业的转型历程。他表 示，要持续深耕磷氟资源高效利用，努力将中低品位选矿的技术优势转化为产业胜势，在精细磷化工和 氟系新材料领域勇闯新路。 富岛公司切实将全会精神转化为发展动能，聚焦南海富碳天然气综合利用，努力实现核心产业延伸拓 展。依托风、光、电、生物质等资源优势，大力推进绿氨、绿醇等技术路线研究，加速干重整技术工程 化应用，加快构建绿色低碳产业集群。 全会指出，要深化国资国企改革，做强做优做大国有企业和国有资本。华鹤公司氨生产部王帅朝表示， 深化国资国企改革不仅是顶层设计，也体现在基层一线对"精打细算"和"追求卓越"的执着中。"我们要 努力把做强做优的目标落实到每一次操作和巡检中，追求装置长 ...

全会指出，要深化国资国企改革，做强做优做大国有企业和国有资本。华鹤公司氨生产部王帅朝表示， 深化国资国企改革不仅是顶层设计，也体现在基层一线对"精打细算"和"追求卓越"的执着中。"我们要 努力把做强做优的目标落实到每一次操作和巡检中，追求装置长周期稳定运行、持续降低能耗，用实际 行动支持公司整体的提质增效和结构升级。" 八所港把学习贯彻全会精神与智慧港口建设、航线网络拓展、通关效率提升等工作紧密结合，以打造海 南西南部重要物流枢纽为目标，锚定智能操作、管理、服务三个重点方向，完善码头设施、生产流程及 集疏运体系，深化5G、人工智能等先进技术与港口运营融合，持续推进智慧绿色港口建设。 作为富岛公司"十五五"规划的参与者，该公司生产管理中心李勇表示，要全力推进光学级PMMA中试、 耐候型ASA等战新产业项目落地，加强化工高难废水绿色低碳处理与资源化关键技术开发，让规划蓝图 转化为实实在在的发展成果。 连日来，中国海油化学通过多种形式迅速掀起党的二十届四中全会精神学习热潮。从生产车间、装置现 场到港口码头、科研中心，广大基层干部员工认真学习、准确把握全会精神实质，齐心协力抓好贯彻落 实，推动全会精神深刻融入打造中国 ...

11月26日，冬日的晨雾还未散尽，中海石油化学股份有限公司湖北大峪口公司(以下简称大峪口公司)除 皮山货场已响起装载机的轰鸣。储运部司机赵红兵熟练地将"废石"装车转运。这些曾被视作路基材料甚 至直接丢弃的矿石，如今通过皮带输送至选矿装置，经过破碎、磨浮等工序，"脱胎换骨"为生产磷复肥 的基础原料——精矿浆。 面对磷矿石资源日益紧张、市场价格持续高企的困境，大峪口公司以技术革新破局，通过自主研发的低 品位磷矿浮选工艺，将昔日废弃的"废石"转化为高价值精矿浆，同时通过精益管理推进节能降耗，年节 约成本近1.6亿元，实现了资源利用与经济效益的"双赢"。 突破极限：从"贫矿富用"到"废石淘金" 大峪口公司自有矿山王集磷矿前身为国家三大磷矿基地"三阳开泰"之一的荆襄磷矿，属于典型的低品位 胶磷矿，杂质多、颗粒细，选矿难度极大。面对这一"先天不足"，大峪口公司组建科研团队，自主研发 的低品位硅钙质磷块岩正—反浮选工艺，将昔日废弃的"废石"转化为高价值精矿浆。 2024年，随着磷矿石日渐贫化和供应紧张，科研团队将目光投向了矿山表层那些因品位过低而被废弃的 矿石。"这些'废石'其他企业避之不及，却是我们技术突破的新战场。"大 ...

侯晓峰强调，要强化理论武装，以高度的政治自觉引领高质量发展新征程。党的二十届四中全会是在全 面建设社会主义现代化国家新征程的关键时刻召开的一次重要会议，系统谋划了"十五五"时期发展蓝 图。公司上下要将学习宣传贯彻全会精神作为重大政治任务，坚持学深悟透、融会贯通，坚决杜绝学 用"两张皮"，切实把学习成效转化为推动公司发展的强大动能和生动实践。 侯晓峰要求，要深化改革攻坚，以高水平安全护航高质量发展。要以习近平总书记关于全面深化改革的 重要论述为根本遵循，全面落实公司改革部署，确保改革举措落地见效。要坚持全面从严治党，做到用 人从严、安全从严、维稳从严、队伍建设从严，筑牢公司安全发展的坚固屏障。 (仲海) 侯晓峰指出，要胸怀"国之大者"，在服务国家战略中展现央企新担当。要深刻把握国家2035年远景目标 的战略意义，国资央企作为能源化工领域的"共和国长子"，必须勇担使命，确立更高发展目标。要树立 和践行正确政绩观，聚焦主责主业，全力推动重点项目攻坚、化肥稳产保供、营养战略升级、生物制造 创新、绿色低碳转型五大重点任务，确保公司在服务国家战略中实现新发展。 中化新网讯 近日，中国海油化学党委召开理论学习中心组学习会， ...

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].

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11月30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12月1日 FF301 II. 已發行股份及/或庫存股份變動 | 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 | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 1,796,000,122 | | 0 | | 1,796,000,122 | | 增加 / 減少 (-) | | | 0 | | 0 | | | | 本月底結存 | | | 1,796,000,122 | | 0 | | 1,796,000,122 | I. 法定/註冊股本變動 | ...

Core Viewpoint - Fertilizer stocks have shown strong performance, with notable increases in share prices for companies such as China Heart and Heart Fertilizer, Sinochem Fertilizer, and CNOOC Chemical, following the agreement on potash fertilizer import prices for 2026 [1] Group 1: Market Performance - China Heart and Heart Fertilizer (01866) rose by 4.55% to HKD 8.74 [1] - Sinochem Fertilizer (00297) increased by 4.58% to HKD 1.6 [1] - CNOOC Chemical (03983) saw a rise of 4.53% to HKD 2.54 [1] Group 2: Potash Fertilizer Pricing - The Chinese negotiation team reached an agreement with major international potash suppliers, setting the 2026 import contract price at USD 348 per ton (CFR), which is an increase of USD 2 per ton compared to 2025 [1] - This pricing strategy continues to maintain a "price lowland" for global potash fertilizers, ensuring stable domestic supply and pricing [1] Group 3: Urea Market Dynamics - In November, urea daily production is expected to remain high due to policy support and profit recovery, which exerts significant pressure on prices [1] - Export policy adjustments have been timely and continuous, alleviating pressure on the fundamentals and reducing the intensity of price declines [1] - Short-term spot prices are supported, leading to improved industry sentiment, with domestic urea market conditions remaining stable to slightly strong [1] - Rising coal prices are also contributing to support for urea prices by increasing cash flow cost lines [1]

Core Viewpoint - Fertilizer stocks have shown strong performance, with notable increases in share prices following the agreement on potash import prices for 2026, which is expected to stabilize domestic supply and prices [1] Group 1: Company Performance - China Heart and Heart Fertilizer (01866) increased by 4.55%, reaching HKD 8.74 [1] - Sinochem Fertilizer (00297) rose by 4.58%, reaching HKD 1.6 [1] - CNOOC Chemical (03983) saw a rise of 4.53%, reaching HKD 2.54 [1] Group 2: Market Dynamics - On November 23, a consensus was reached between the Chinese potash import negotiation team and major international suppliers, setting the 2026 potash import contract price at USD 348 per ton (CFR), a year-on-year increase of USD 2 per ton compared to 2025 [1] - The agreement helps maintain China's position as a "price lowland" for global potash, ensuring stable domestic supply and price [1] Group 3: Industry Insights - According to Nanhua Futures, the daily production of urea is expected to remain high due to policy support and profit recovery, which exerts significant pressure on prices [1] - However, timely adjustments in export policies have alleviated some downward pressure on prices, leading to a more stable short-term market for domestic urea [1] - Rising coal prices are also contributing to support for urea prices by increasing cash flow cost lines for coal-based production [1]

Core Viewpoint - Fertilizer stocks showed strong performance today, with notable increases in share prices for several companies following the agreement on potash import prices for 2026, which supports domestic supply and price stability [1] Group 1: Company Performance - China Heartland Fertilizer (01866) rose by 4.55%, reaching HKD 8.74 [1] - Sinochem Fertilizer (00297) increased by 4.58%, reaching HKD 1.6 [1] - CNOOC Chemical (03983) gained 4.53%, reaching HKD 2.54 [1] Group 2: Market Developments - On November 23, the Chinese potash import negotiation team reached an agreement with major international potash suppliers, setting the 2026 contract price at USD 348 per ton (CFR), a USD 2 increase from 2025 [1] - This price adjustment continues to maintain a "price lowland" for global potash, ensuring domestic supply and price stability [1] Group 3: Industry Insights - Nanhua Futures (603093) indicated that in November, supported by policies for supply assurance and profit recovery, daily urea production is expected to remain high, exerting significant pressure on prices [1] - However, timely and continuous adjustments to export policies have alleviated downward pressure on prices, leading to a more stable short-term domestic urea market [1] - Rising coal prices are also contributing to support for urea prices, as the cash flow cost line for coal-based production increases [1]

Core Viewpoint - Hermes Investment Management Ltd has reduced its stake in CNOOC Limited (03983) by selling approximately 24,876,363 shares at a price of HKD 2.37 per share, totaling around HKD 590 million, resulting in a new holding of approximately 76,323,100 shares, representing 4.25% of the company [1] Summary by Category - **Share Reduction**: Hermes Investment Management Ltd sold 24,876,363 shares of CNOOC Limited [1] - **Transaction Details**: The shares were sold at a price of HKD 2.37 each, amounting to a total of approximately HKD 590 million [1] - **Post-Transaction Holdings**: After the sale, Hermes holds approximately 76,323,100 shares, which is 4.25% of CNOOC Limited [1]