Group 1 - The main focus of the article is on the significant outflow of capital from major stocks as of July 31, with specific amounts listed for each company [1] - The top three companies with the highest capital outflow are Baogang Co., Ltd. (-1.32 billion), Changjiang Electric Power (-0.92 billion), and Northern Rare Earth (-0.86 billion) [1] - Other notable companies experiencing capital outflow include Ningde Times (-0.84 billion), Guizhou Moutai (-0.70 billion), and BYD (-0.57 billion) [1] Group 2 - The total capital outflow from the listed companies indicates a trend of investors pulling back from these stocks [1] - The data reflects a broader market sentiment that may impact future investment strategies in these sectors [1]

作者：金股通 本文源自：金融界 截至7月31日开盘一小时，主力资金流出前20的股票分别为：包钢股份（-12.02亿元）、长江电力 （-8.42亿元）、宁德时代（-7.98亿元）、北方稀土（-6.91亿元）、贵州茅台（-6.50亿元）、比亚迪 （-5.10亿元）、贝因美（-4.18亿元）、五 粮 液（-3.08亿元）、西宁特钢（-2.53亿元）、张江高科 （-2.50亿元）、天齐锂业（-2.41亿元）、万华化学（-2.38亿元）、通威股份（-2.36亿元）、盛和资源 （-2.32亿元）、山西汾酒（-2.27亿元）、赛力斯（-2.20亿元）、保利发展（-2.17亿元）、华友钴业 （-2.16亿元）、雅化集团（-2.03亿元）、豪威集团（-2.02亿元）。 ...

金十图示：2025年07月31日（周四）富时中国A50指数成分股午盘收盘行情一览：多数板块下跌，银行股涨跌互现 2433.44亿市值 1886.09亿市值 6831.53亿市值 43.93亿成交额 5.84亿成交额 8.99亿成交额 15.71 27.92 9.17 -0.78(-2.72%) -0.27(-1.69%) -0.09(-0.97%) 证券 电池 宁德时代 中信证券 国泰海通 CATL 4366.13亿市值 3607.04亿市值 12306.03亿市值 71.39亿成交额 18.54亿成交额 15.98亿成交额 269.91 29.46 20.46 -0.40(-1.92%) -7.18(-2.59%) -0.32(-1.07%) 消费电子 互联网服务 XD工业富 立讯精密 东方财富 7042.17亿市值 2715.88亿市值 3732.91亿市值 17.55亿成交额 47.18亿成交额 69.90亿成交额 35.46 37.45 23.62 -0.19(-0.80%) +2.82(+8.64%) -0.29(-0.77%) 家电行业 食品饮料 格力电器 海尔智家 海天味业 油气电音 2255. ...

Group 1 - The chemical sector experienced a pullback on July 31, with the chemical ETF (516020) showing a decline of up to 2.25% during trading [1] - Key stocks in the sector, including Qixiang Tengda, Xin Fengming, and Luxi Chemical, saw declines exceeding 3%, negatively impacting the overall sector performance [1] - Despite the pullback, the chemical sector has performed well in July, with the chemical ETF's index showing a cumulative increase of 10.18%, significantly outperforming major A-share indices like the Shanghai Composite Index (4.97%) and the CSI 300 Index (5.47%) [1][3] Group 2 - There were no significant negative news affecting the chemical sector today, and the decline may be a normal correction after substantial short-term gains [1] - The chemical sector's index has been on a downward trend since the peak in 2022, but expectations for "anti-involution" policies have led to a recovery in valuations [4] - The current market conditions may present a good opportunity for investment in the chemical sector, as the chemical ETF's price-to-book ratio is at a low point compared to the past decade [5] Group 3 - Future prospects for the chemical sector are optimistic, with government initiatives aimed at promoting growth and eliminating outdated production capacity [6] - The chemical ETF (516020) tracks the index covering various sub-sectors, with nearly 50% of its holdings in large-cap leading stocks, providing a diversified investment opportunity [6]

证券之星消息，根据天眼查APP数据整理，近日，烟台万美新材料有限公司成立，法定代表人为华卫 琦，注册资本10000万元，经营范围包含：一般项目：新材料技术推广服务；合成材料制造(不含危险化 学品)；合成材料销售；新材料技术研发；专用化学产品销售(不含危险化学品)；化工产品生产(不含许 可类化工产品)；化工产品销售(不含许可类化工产品)；技术服务、技术开发、技术咨询、技术交流、技 术转让、技术推广。(除依法须经批准的项目外，凭营业执照依法自主开展经营活动)。天眼查APP股权 穿透显示，该公司由万华化学、合肥新美材料科技有限责任公司共同持股。 数据来源：天眼查APP ...

化工板块今日（7月30日）强势反攻！反映化工板块整体走势的化工ETF（516020）开盘拉升后持续高 位震荡，盘中场内价格涨幅一度达到2.27%，截至收盘，涨1.21%。 成份股方面，石化、树脂等板块部分个股涨幅居前。截至收盘，卫星化学飙涨7.21%，新凤鸣大涨 4.33%，圣泉集团、恒力石化、桐昆股份等多股涨超3%。 | | | 分财 多日 1分 5分 15分 30分 60分 日 闲 月 更多 | | | | | F9 盘精盘后 露加 九轮 面试 工具 @ (7 > | | 化工ETF 1 | | 516020 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.67 | | | | 516020[R;工ETF] 15:00 价 0.668 股跌 0.008(1.21%) 均价 0.670 盛安量 0 IOPV 0.6672. | | | 2025/07/30 | | 0.668 | | +0.008 +1.21% | | | | | | many works with | | | | | SSE C ...

金融界消息 截至2025年7月30日收盘，万华化学（600309）报收于63.84元，上涨3.03%，换手率 2.12%，成交量66.26万手，成交金额42.46亿元。 资金流向方面，今日主力资金净流入3.21亿元，占比成交额7.56%。其中，超大单净流入2.36亿元、占 成交额5.55%，大单净流入8556.53万元、占成交额2.02%，中单净流出流出16157.47万元、占成交额 3.81%，小单净流出15958.34万元、占成交额3.76%。 万华化学最新一期业绩显示，截至2025一季报，公司营业总收入430.68亿元、同比减少6.70%，归属净 利润30.82亿元，同比减少25.87%，扣非净利润30.40亿元，同比减少26.33%，流动比率0.638、速动比率 0.445、资产负债率66.15%。 天眼查商业履历信息显示，万华化学集团股份有限公司，成立于1998年，位于烟台市，是一家以从事化 学原料和化学制品制造业为主的企业。企业注册资本313974.6626万人民币，实缴资本313974.6626万人 民币。公司法定代表人为廖增太。 通过天眼查大数据分析，万华化学集团股份有限公司共对外投资了75家 ...

随着国家发改委提出"实施新一轮钢铁、有色金属、石化、建材等十大重点行业的稳增长工作方案"，旨 在通过调结构、优供给和淘汰落后产能来推动这些关键领域的健康发展，市场对于石化行业的前景也变 得更为乐观。 此外，国家发展改革委与市场监管总局已联合起草《中华人民共和国价格法修正草案（征求意见 稿）》，草案内容显示，监管机构将通过完善低价倾销的认定标准、明确禁止利用算法从事不正当价格 行为等手段，加大对非理性价格战的治理力度。 市场观点认为，国家针对"反内卷"、稳增长持续发声，多项与老旧装置摸底评估相关的文件陆续发布， 以及工信部即将推出石化化工行业稳增长工作方案，有望推动落后产能淘汰、引领行业健康发展。行业 供给端竞争格局有望迎来优化，炼化整体竞争格局有望迎来改善，先进产能竞争优势或将进一步凸显， 相关头部企业有望持续受益。 7月29日，摩根士丹利发布报告，将万华化学（600309）和荣盛石化（002493）的评级上调，此次评级 上调反映了摩根士丹利对两家公司未来表现的积极预期。 摩根士丹利报告指出，中国的"反内卷"政策将主要惠及国有炼厂及现有超大型民营炼厂，因其产能更具 规模效应与效率优势，国内炼油行业的供需格局有 ...

Group 1 - The chemical sector showed a positive trend today, with the chemical ETF (516020) reaching a maximum intraday increase of 2.27% and closing up 1.36% [1] - The basic chemical sector has attracted significant capital, with over 145 billion yuan net inflow from main funds in the last 60 trading days, ranking fifth among 30 first-level industries [2] - The chemical ETF (516020) has seen substantial net subscriptions, with a total of 97.12 million yuan in the last five trading days and over 240 million yuan in the last ten trading days [3] Group 2 - From a valuation perspective, the current time is considered a good opportunity for investment in the chemical sector, with the chemical ETF (516020) trading at a price-to-book ratio of 2.08, which is at a low point compared to the past decade [5] - The market's expectations for "anti-involution" policies have increased, leading to a recovery in valuations within the petrochemical and chemical industries, particularly for products that have seen price increases [5] - Some stocks in the petrochemical and fertilizer sectors have shown significant gains, with Satellite Chemical rising over 6% and several others increasing by more than 3% [6] Group 3 - The overall performance of the chemical industry remains weak, with varying performance across sub-industries due to past capacity expansions and weak demand, although some sectors like lubricants have exceeded expectations [7] - Investment opportunities are suggested in areas such as fertilizers, import substitution, domestic demand, and high-dividend assets [7] - The chemical ETF (516020) tracks the CSI Sub-Industry Chemical Theme Index, covering various sub-sectors and concentrating nearly 50% of its holdings in large-cap leading stocks [7]

化工板块今日（7月30日）早盘走高后持续高位震荡，反映化工板块整体走势的化工ETF（516020）盘 中场内价格最高涨幅达到2.27%，截至发稿，涨1.36%。 成份股方面，石化、氮肥等板块部分个股涨幅居前。截至发稿，卫星化学飙涨超6%，新凤鸣大涨超 4%，恒力石化、华鲁恒升、鲁西化工等多股涨超3%。 | | | 318 8-1 15 59 159 159 (109 E . | | | | | 19 dramate find not no and the will of a | | | | 《《TETE CO | | 516020 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.575 | | | | surance manus | 516020(KLIETF] 13:43 价 0.66) 2009(1.36%) 136% 0.671 版权服 1870 10PV 0.6679 "227% | | | | | | 0.669 SSE CNY 1341:57 交通中 | | +0 ...