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：2025-050 恒力石化股份有限公司 关于2025年度第二期科技创新债券发行结果的公告 本公司董事会及全体董事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。 恒力石化股份有限公司（以下简称"公司"）于2024年4月9日召开第九届董 事会第十九次会议审议通过了《关于注册发行短期融资券的议案》，上述议案经 2024年4月30日召开的2023年年度股东大会审议通过，同意公司向中国银行间市 场交易商协会（以下简称"交易商协会"）申请注册发行金额不超过30亿元（含 30亿元）人民币的短期融资券额度事项。 2024年6月24日，公司收到交易商协会出具的《接受注册通知书》（中市协 注〔2024〕CP92号），交易商协会决定接受公司短期融资券注册，注册金额为30 亿元人民币，注册额度自通知书落款之日起2年内有效。公司在注册有效期内可 分期发行短期融资券。 公司于 2025 年 8 月 19 日在全国银行间市场发行了科技创新债券，发行结果 如下： | 债券名称 | 恒 力 石 化 股 份 ...

Market Performance - The refining and trading sector increased by 1.89% on August 20, with Baomo Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3766.21, up 1.04%, while the Shenzhen Component Index closed at 11926.74, up 0.89% [1] Key Stocks in Refining and Trading Sector - Baomo Co., Ltd. (002476) closed at 5.67, up 10.10% with a trading volume of 1.1579 million shares and a transaction value of 649 million [1] - Hengli Petrochemical (600346) closed at 16.50, up 9.93% with a trading volume of 899,100 shares and a transaction value of 1.434 billion [1] - Rongsheng Petrochemical (002493) closed at 9.73, up 7.28% with a trading volume of 847,000 shares and a transaction value of 805 million [1] Capital Flow Analysis - The refining and trading sector saw a net inflow of 538 million from main funds, while retail investors experienced a net outflow of 362 million [2][3] - Main funds showed significant inflow into Hengli Petrochemical (600346) with 251 million, while retail investors had a net outflow of 67.5 million [3] - Baomo Co., Ltd. (002476) had a main fund inflow of 133 million, but retail investors saw a net outflow of 68.9 million [3]

Group 1 - The core viewpoint of the news highlights significant gains in the chemical sector, with several stocks experiencing notable increases, including Lianhong Xinke reaching a daily limit increase, Hengli Petrochemical rising over 9%, and Rongsheng Petrochemical increasing by over 7% [1] - The basic chemical sector has seen a net inflow of over 4.4 billion yuan in a single day, ranking fifth among 30 first-level industries in terms of net inflow [1][3] - The chemical ETF (516020) has a price-to-book ratio of 2.1, which is at a low point in the past decade, indicating a favorable long-term investment opportunity [4] Group 2 - East China Securities suggests that supply-side structural optimization is expected, with a focus on selecting resilient and advantageous sectors [3] - The chemical industry in China is positioned to fill gaps in the international supply chain due to its cost advantages and technological advancements, potentially reshaping the global chemical industry landscape [3] - The chemical ETF (516020) tracks the CSI segmented chemical industry index, covering various sub-sectors and concentrating nearly 50% of its holdings in large-cap leading stocks [4]

Group 1 - The chemical sector experienced a significant surge on August 20, with the chemical ETF (516020) rising by 1.63% [1][2] - Key stocks in the sector saw substantial gains, including Lianhong Xinke reaching the daily limit, Hengli Petrochemical increasing over 9%, and Rongsheng Petrochemical rising over 7% [1][2] - The basic chemical sector attracted over 4.4 billion yuan in net inflows, ranking fifth among 30 sectors in terms of net capital inflow [1][3] Group 2 - Analysts suggest that supply-side structural optimization is expected, with domestic policies frequently addressing supply-side requirements [3] - The chemical industry in China is poised to fill gaps in the international supply chain due to its competitive advantages in cost and technology [3] - The valuation of the chemical ETF (516020) is at a low point, with a price-to-book ratio of 2.1, indicating a favorable long-term investment opportunity [4] Group 3 - Recommendations include identifying stocks with strong performance in Q2 and those benefiting from AI capital investments and U.S. tariff conflicts [5] - The chemical ETF (516020) provides a diversified investment approach, covering various sub-sectors and focusing on large-cap stocks [6]

恒力石化触及涨停，成交额9.04亿元。 ...

Group 1 - The core viewpoint of the article highlights the growth potential of China's chemical fiber industry, with a projected production increase of 4.7% year-on-year by June 2025, reaching 7.36 million tons [1] - In the first half of 2025, China's cumulative chemical fiber production is expected to be 42.36 million tons, reflecting a cumulative growth of 4.9% [1] - The article references a report by Zhiyan Consulting that analyzes the market operation status and investment prospects of the chemical fiber industry from 2025 to 2031 [1] Group 2 - Listed companies in the chemical fiber sector include Xinxiang Chemical Fiber, Hengli Petrochemical, Huafeng Superfiber, Rongsheng Petrochemical, Jilin Chemical Fiber, Tongkun Co., Zhongtai Chemical, Nanjing Chemical Fiber, Taihe New Materials, and Aoyang Health [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, providing comprehensive industry research reports, business plans, feasibility studies, and customized services [2]

Group 1 - The core viewpoint of the article highlights the growth potential of China's synthetic fiber industry, with a projected production increase of 4.5% year-on-year by June 2025, reaching 6.75 million tons [1] - In the first half of 2025, China's cumulative synthetic fiber production is expected to reach 38.901 million tons, reflecting a cumulative growth of 5% [1] - The article references several listed companies in the synthetic fiber sector, including Hengyi Petrochemical, Rongsheng Petrochemical, and Xin Fengming, indicating a focus on key players in the industry [1] Group 2 - The report titled "2025-2031 China Synthetic Fiber Industry Market Status Survey and Development Trend Analysis" by Zhiyan Consulting provides insights into the market dynamics and future trends of the synthetic fiber industry [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in comprehensive industry research and providing tailored consulting services [2] - The data utilized in the article is sourced from the National Bureau of Statistics and organized by Zhiyan Consulting, ensuring reliability and accuracy [3]

Group 1 - As of August 19, 2023, the National Social Security Fund has invested in 89 stocks among the top ten circulating shareholders, with the basic chemical industry being the most favored, holding 11 stocks with a total market value of 4.075 billion yuan [1] - Minsheng Securities suggests looking for stocks with good performance in the second quarter, particularly in the new materials industry benefiting from AI capital investment and industry leaders in segments affected by U.S. tariff conflicts [1] - The export window for phosphate fertilizer is approaching, with high demand expected to continue. The export guidance indicates that exports may occur in phases, with the first batch concentrated from May to September, and the total export quota for 2025 is expected to decrease compared to last year [1] Group 2 - As of August 20, 2025, the CSI Sub-Industry Chemical Theme Index (000813) increased by 0.39%, with notable stock performances including Lianhong New Science (up 10.01%) and Yuntianhua (up 4.84%) [2] - The Chemical ETF (159870) rose by 0.63%, with a latest price of 0.64 yuan and a net subscription of 100 million shares during the trading session [2] - The CSI Sub-Industry Chemical Theme Index tracks the performance of large and liquid listed companies in the chemical sector, reflecting the overall performance of these companies [4] Group 3 - As of July 31, 2025, the top ten weighted stocks in the CSI Sub-Industry Chemical Theme Index include Wanhua Chemical, Salt Lake Potash, and Juhua Co., with these stocks accounting for 43.54% of the total index weight [5]

Core Viewpoint - Hengli Petrochemical's stock price experienced a decline, reflecting challenges in the petrochemical industry and a forecasted drop in profits for the first half of 2025 [1] Company Overview - Hengli Petrochemical's main business includes the production and sales of refining, aromatics, and olefins, establishing a complete industrial chain from crude oil to new chemical materials [1] - The company focuses on the consumer market and new materials, aiming to build an integrated chemical enterprise [1] Financial Performance - The company disclosed an earnings forecast on August 18, predicting a net profit attributable to shareholders of 3.05 billion yuan for the first half of 2025, a year-on-year decrease of 24.09% [1] - The forecasted net profit excluding non-recurring items is 2.296 billion yuan, representing a year-on-year decline of 35.18% [1] - The announcement indicated that the petrochemical industry's demand continues to show weak recovery, with significant downturns in the aromatics and oil products industry chain [1] Market Activity - On August 19, the stock closed at 15.01 yuan, down 0.73% from the previous trading day, with a trading volume of 187,740 hands and a transaction amount of 283 million yuan [1] - The intraday stock price fluctuated between 15.00 yuan and 15.28 yuan, with an amplitude of 1.85% [1] - On the same day, there was a net outflow of 2.2882 million yuan in main funds, with a cumulative net outflow of 70.7956 million yuan over the past five trading days [1]

证券日报网讯 8月19日晚间，恒力石化发布公告称，公司于2024年8月16日在全国银行间市场成功发行 了2024年度第二期短期融资券（科创票据）。本期短期融资券发行总额10亿元人民币，票面利率 2.15%，期限为365日，兑付日期为2025年8月20日。截至本公告日，公司已完成2024年度第二期短期融 资券（科创票据）兑付工作，本息兑付总额为102，150万元人民币。 （编辑 任世碧） ...