Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The report highlights the implementation of differentiated pricing for high-energy-consuming industries in Shaanxi Province, which may provide new policy ideas for combating internal competition [4][22] - BOPET prices have shown a strong upward trend, with some companies still expressing intentions to raise prices, although price stability is currently key [5][24] Summary by Sections Industry Trends - The chemical industry index outperformed the CSI 300 index by 2.24% this week, with 82.39% of stocks in the chemical sector rising [16] - The CCPI (China Chemical Product Price Index) increased by 1.25% this week [19] Key Industry Insights - The Shaanxi Province's proposal for differentiated electricity pricing for high-energy-consuming industries aims to phase out backward production capacity, which could benefit leading companies in the sector [4][22][23] - BOPET prices in East China reached 7,500-7,700 RMB/ton, with an average price of 7,556.25 RMB/ton, reflecting a weekly increase of 42.68 RMB/ton (0.57%) [5][24] Recommended and Beneficiary Stocks - Recommended stocks include leading chemical companies such as Wanhua Chemical, Hualu Hengsheng, and Hengli Petrochemical [7] - Beneficiary stocks include Xinjiang Tianye and Zhongtai Chemical in the calcium carbide and chlor-alkali sectors [23][36] Product Tracking - The price of urea increased by 1.46% to an average of 1,735 RMB/ton, while phosphate rock prices remained stable [40][41] - The market for viscose staple fiber is stable, with an average price of 12,800 RMB/ton, while demand remains weak [34]

Core Viewpoint - The report highlights the growth trends in China's synthetic fiber industry, indicating a production increase and providing insights into market dynamics from 2026 to 2032 [1] Industry Overview - In November 2025, China's synthetic fiber production reached 6.88 million tons, reflecting a year-on-year growth of 5.7% [1] - From January to November 2025, the cumulative production of synthetic fibers in China was 72.404 million tons, with a cumulative growth rate of 4.9% [1] Companies Mentioned - The report lists several key companies in the synthetic fiber sector, including Hengyi Petrochemical, Rongsheng Petrochemical, Xin Fengming, Tongkun Co., Hengli Petrochemical, Jilin Chemical Fiber, Huafeng Chemical, Aoyang Health, Taihe New Materials, and Jiangnan High Fiber [1] Research and Consulting - The insights are derived from a report by Zhiyan Consulting, a leading industry consulting firm in China, which specializes in providing in-depth industry research reports, business plans, feasibility studies, and customized services [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏， 并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 已披露增持计划情况:恒力石化股份有限公司（以下简称"公司"）实际控制人之一陈建华先生计划自 2025年4月9日起12个月内，以自有资金或自筹资金通过上海证券交易所交易系统以集中竞价交易方式增 持本公司股份，增持金额不低于人民币5亿元，不超过人民币10亿元。具体内容详见公司在指定信息披 露媒体及上海证券交易所网站（www.sse.com.cn）披露的《关于实际控制人增持公司股份计划的公告》 （公告编号：2025-013）。 ● 增持计划的实施进展:截至本公告披露日，陈建华先生尚未增持公司股份，主要系资金统筹安排、逐 步实施增持计划，本次增持计划尚未实施完毕，陈建华先生后续将按照相关增持计划增持公司股份。 ● 增持计划无法实施风险:本次增持计划可能存在因资本市场情况发生变化，或因增持所需资金未能及 时到位等因素导致增持计划延迟实施或无法实施的风险。增持计划实施过程中如出现上述风险情形，公 司将及时履行信息 ...

卫星能有多轻？ 沙钢冷轧智能制样及检测中心，机械臂精准运转，自动导引运输车沿预设轨道平稳穿梭，高效有序。 一块刚从冷轧生产线下线的钢板进入中心，机械臂将其稳稳抓取送入自动化制样生产线，经激光打码赋 予专属"身份标识"，再通过精准切割、冲片与分拣，厚重的钢板被加工成规格统一、边缘光滑的试样 片。 "以往钢板制样完全依赖人工搬运和手动操作，现在'一键启动'就能自动完成！"在制样岗位工作10年的 辛师傅感慨。 "把科技创新这个'关键变量'转化为高质量发展的'最大增量'。"前不久，传化集团董事长徐冠巨参加了 民营经济代表人士学习贯彻党的二十届四中全会精神、中央经济工作会议精神专题研讨班，他说，在人 工智能领域，既要有"硬科技"，也要在丰富的应用场景中创造优势。 在星众空间（嘉兴）科技股份有限公司工厂，重量最轻的卫星仅20公斤，性能却不打折扣。"微纳卫星 应用正加速走进寻常百姓家。"企业相关负责人表示，未来普通用户有望手机"下单"，享受高清影像服 务。 这是近年来我国民营企业在创新引领中勇攀高峰的缩影。向"新"谋远、借"智"攀高，广大民营企业在增 强信心中砥砺前行，在塑造韧性中固本培元，坚定做中国特色社会主义的建设者、 ...

格隆汇1月9日丨恒力石化(600346.SH)公布，公司实际控制人之一陈建华先生计划自2025年4月9日起12 个月内，以自有资金或自筹资金通过上海证券交易所交易系统以集中竞价交易方式增持本公司股份，增 持金额不低于人民币5亿元，不超过人民币10亿元。 ...

格隆汇1月9日丨恒力石化(600346.SH)公布，公司实际控制人之一陈建华先生计划自2025年4月9日起12 个月内，以自有资金或自筹资金通过上海证券交易所交易系统以集中竞价交易方式增持本公司股份，增 持金额不低于人民币5亿元，不超过人民币10亿元。 ...

恒力石化股份有限公司 证券代码：600346 证券简称：恒力石化 公告编号：2026-003 恒力石化股份有限公司 关于实际控制人增持公司股份的进展公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： | 股东名称 | 持股数量（股） | 持股比例（%） | 一致行动关系 | | --- | --- | --- | --- | | | | | 形成原因 | | 恒力集团有限公司 | 2,100,612,342 | 29.84 | 公司实际控制 | | 恒能投资（大连）有限公司 | 1,498,478,926 | 21.29 | 人为陈建华、范 | | 范红卫 | 791,494,169 | 11.24 | 红卫夫妇，根据 | | 德诚利国际集团有限公司 | 732,711,668 | 10.41 | 《上市公司收 | | 江苏和高投资有限公司 | 61,952,065 | 0.88 | 购管理办法》的 | | 海来得国际投资有限公司 | 52,246,838 | 0.74 | 规定，表中所示 | | ...

受益于2025年长丝链景气度上行，据百川盈孚，2025年PX/PTA/长丝开工率为84%/76%/89%，同比变化 +1.4/-3.1/2.7pcts；PX景气度上行、PTA和长丝盈利实现触底反弹：PXN价差从2025Q1的203美元/吨增长 至2025Q4的267美元/吨，PTA加工费从2025年10月最低的73元/吨增长至12月31日的362元/吨，长丝毛利 润从2025Q3的-175元/吨增长至2025Q4的-83元/吨。PX/PTA/长丝新增产能放缓，2026年PX/PTA/长丝预 计投产500/0/315万吨，对应增速约为11%/0%/7%。2020年-2025年表观消费量CAGR为4.6%/6%/5.3%， 由于新增产能投产时间分布在全年且爬坡需要时间，实际供给量小于需求增速，预计2026年长丝链供需 将进一步改善。 研报认为，反内卷有望带动行业盈利增长，对应公司业绩弹性较大。由于上游PX和下游长丝供需格局 较好，中游PTA存在一定产能过剩，长丝产业链盈利呈现"两端高，中游低"的现象，产业链涨价传导不 顺。 据百川盈孚，PTA和长丝行业集中度较高，PTA/长丝CR8集中度为62.43%/68.58 ...

资料显示，恒力石化股份有限公司位于辽宁省大连市中山区人民路街道港兴路52号维多利亚广场B楼31 层，成立日期1999年3月9日，上市日期2001年8月20日，公司主营业务涉及涤纶纤维、聚酯薄膜等相关 产品的研发、生产和销售以及蒸汽、电力的生产和销售;PTA生产、销售以及炼化、石化业务。主营业 务收入构成为：炼化产品45.92%，PTA31.10%，聚酯产品19.24%，其他3.73%。 恒力石化所属申万行业为：石油石化-炼化及贸易-炼油化工。所属概念板块包括：可降解、煤化工、新 材料、锂电池、融资融券等。 1月9日，恒力石化盘中下跌2.06%，截至10:13，报23.30元/股，成交2.65亿元，换手率0.16%，总市值 1640.11亿元。 资金流向方面，主力资金净流出798.80万元，特大单买入1651.43万元，占比6.22%，卖出2808.91万元， 占比10.59%；大单买入6212.03万元，占比23.42%，卖出5853.34万元，占比22.06%。 恒力石化今年以来股价涨3.42%，近5个交易日涨3.42%，近20日涨23.02%，近60日涨38.03%。 分红方面，恒力石化A股上市后累计派现 ...

Market Overview - The Shanghai Composite Index rose by 0.05% on January 7, with 17 out of the 28 sectors experiencing gains, led by the comprehensive and coal industries, which increased by 3.86% and 2.47% respectively [1] - The oil and petrochemical sector saw the largest decline, dropping by 1.73%, followed by the non-bank financial sector, which fell by 1.13% [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 54.336 billion yuan, with only four sectors experiencing net inflows [1] - The telecommunications sector had the highest net inflow, amounting to 4.752 billion yuan, while the coal sector followed with a net inflow of 1.870 billion yuan [1] Oil and Petrochemical Sector Details - The oil and petrochemical sector experienced a net outflow of 999.3 million yuan, with 12 out of 47 stocks in the sector rising and 35 declining [2] - Among the stocks with net inflows, the top performer was Unified Holdings, which saw an inflow of 74.91 million yuan, followed by Guanghui Energy and Bohai Chemical with inflows of 39.62 million yuan and 19.58 million yuan respectively [2] - The stocks with the highest net outflows included China National Offshore Oil Corporation, which had an outflow of 504.09 million yuan, and China Petroleum with an outflow of 129.66 million yuan [2] Individual Stock Performance - The following stocks in the oil and petrochemical sector had significant net outflows: - China National Offshore Oil Corporation: -4.03% with a net outflow of 503.91 million yuan [2] - China Petroleum: -3.60% with a net outflow of 129.66 million yuan [2] - Hengli Petrochemical: -0.80% with a net outflow of 125.78 million yuan [2] - Conversely, Unified Holdings had a notable increase of 4.27% with a substantial net inflow of 74.91 million yuan [3]