恒力石化最新股价为17.15元，较前一交易日上涨0.05元。当日开盘价为17.10元，最高触及17.50元，最 低下探至16.84元，成交量为458160手，成交金额达7.86亿元。 风险提示：市场有风险，投资需谨慎。 恒力石化是国内领先的石化企业，主营业务涵盖石油炼化、PTA、聚酯新材料等领域。公司拥有从原油 加工到聚酯新材料的完整产业链，产品广泛应用于纺织、包装、电子等行业。 数据显示，恒力石化当日主力资金净流出4523.90万元，占流通市值的0.04%。近五日主力资金累计净流 入21313.49万元，占流通市值的0.18%。 8月25日，恒力石化发生一笔大宗交易，成交1169.45万股，成交金额2亿元，成交价17.10元，较当日收 盘价折价0.29%。该笔交易占当日总成交额的25.43%，买方为华泰证券上海分公司，卖方为中国银河证 券大连人民路营业部。 ...

2025 年 08 月 25 日 行业周报 看好/维持 基础化工 基础化工 化工周报（8/18-8/24）： 制冷剂、草甘膦等高景气延续，国内外政策催化大炼化行业关注度提升 ◼ 走势比较 (10%) 4% 18% 32% 46% 60% 24/8/26 24/11/6 25/1/17 25/3/30 25/6/10 25/8/21 基础化工 沪深300 相关研究报告 <<蓝晓科技（300487.SZ）：业绩稳健 增长，生命科学板块业务值得期 待>>--2025-08-24 <<业绩符合预期，内蒙新产能贡献显 著>>--2025-08-24 << 化 工 新 材 料 周 报 （ 20250818- 20250824）：生物航煤、制冷剂价格 上涨，普鲁士蓝材料等价格回落>>-- 2025-08-24 证券分析师：王亮 E-MAIL：wangl@tpyzq.com 分析师登记编号：S1190522120001 证券分析师：王海涛 E-MAIL：wanght@tpyzq.com 分析师登记编号：S1190523010001 报告摘要 1.重点行业和产品情况跟踪 草甘膦等农药价格持续上涨。根据百川盈孚数据，本周草甘膦下 ...

进一步统计，近3个月内该股累计发生23笔大宗交易，合计成交金额为10.62亿元。该股近5个交易日累 计上涨13.43%，主力资金合计净流入2.08亿元。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 8月25日，恒力石化收涨0.29%，收盘价为17.15元，发生1笔大宗交易，合计成交量1169.45万股，成交 金额2亿元。 第1笔成交价格为17.10元，成交1,169.45万股，成交金额19,997.60万元，溢价率为-0.29%，买方营业部 为华泰证券股份有限公司上海分公司，卖方营业部为中国银河证券股份有限公司大连人民路证券营业 部。 责任编辑：小浪快报 ...

上 市 公 司 石油石化 2025 年 08 月 25 日 恒力石化 (600346) ——业绩符合预期，首次中期分红提升股东回报 报告原因：有业绩公布需要点评 买入（维持） | 市场数据： | 2025 年 08 月 22 日 | | --- | --- | | 收盘价（元） | 17.10 | | 一年内最高/最低（元） | 17.23/12.13 | | 市净率 | 1.8 | | 股息率%（分红/股价） | 2.63 | | 流通 A 股市值（百万元） | 120,369 | | 上证指数/深证成指 | 3,825.76/12,166.06 | | 注："股息率"以最近一年已公布分红计算 | | | 基础数据: | 2025 年 06 月 30 日 | | --- | --- | | 每股净资产（元） | 8.98 | | 资产负债率% | 76.89 | | 总股本/流通 A 股（百万） | 7,039/7,039 | | 流通 B 股/H 股（百万） | -/- | 一年内股价与大盘对比走势： 08-22 09-22 10-22 11-22 12-22 01-22 02-22 03-22 04-2 ...

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%。 8月25日，恒力石化盘中上涨2.05%，截至10:35，报17.45元/股，成交3.58亿元，换手率0.30%，总市值 1228.32亿元。 资金流向方面，主力资金净流入937.27万元，特大单买入4668.92万元，占比13.06%，卖出3690.64万 元，占比10.32%；大单买入6980.07万元，占比19.52%，卖出7021.08万元，占比19.64%。 恒力石化今年以来股价涨17.11%，近5个交易日涨15.41%，近20日涨11.08%，近60日涨18.71%。 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：煤化工、茅概念、分 拆概念、MSCI中国、可降解等。 截至6月30日，恒力石 ...

Market Overview - The A-share market has shown strong performance, breaking through last year's high, with expectations for continued upward movement supported by reasonable valuations and new positive factors such as a potential interest rate cut by the Federal Reserve and a recovery in public fund issuance [2][3] - The weighted REITs index has decreased by 1.52% during the week of August 18-22, 2025, indicating a downward trend in the secondary market prices of publicly listed REITs [2] Credit Bonds - A total of 375 credit bonds were issued from August 18 to August 22, 2025, with a total issuance scale of 376.74 billion, reflecting a week-on-week increase of 12.45% [3] - The total transaction volume of credit bonds reached 1,286.40 billion, up 16.04% week-on-week, with commercial bank bonds, corporate bonds, and medium-term notes being the top three in transaction volume [3] Convertible Bonds - The CSI Convertible Bond Index increased by 2.8% during the week, with a year-to-date increase of 17.9%, slightly below the equity market performance [4] - Current valuations of convertible bonds are close to or exceed historical highs, yet the equity market remains robust, suggesting continued strong performance in the convertible bond market [4] High-end Manufacturing - Exports of engineering machinery maintained double-digit growth, with excavators, tractors, and mining machinery showing year-on-year increases of 24%, 30%, and 25% respectively [6] - The report suggests focusing on companies like QuanFeng Holdings, JuXing Technology, and Xugong Machinery due to their strong export performance [6] TMT Sector - The company SUTENG has seen rapid growth in its robotics business, indicating a successful strategic transformation [6] - The report highlights the importance of SUTENG's self-research technology and its competitive advantages in the ADAS and robotics ecosystem [6] Agriculture, Forestry, Animal Husbandry, and Fishery - The report notes a slight decline in pig prices, with the average price of live pigs at 13.75 yuan/kg, down 0.07% week-on-week [6] - The government has initiated pork storage measures to boost market sentiment, suggesting a potential recovery in pig prices [6] Medical and Biological Sector - The report recommends increasing allocations to the medical device sector, highlighting undervalued companies in Hong Kong and those with strong growth potential [7] - Companies like Weikang Medical and Mindray Medical are noted for their robust growth and research capabilities [7] Petrochemical Sector - The report indicates a significant market opportunity for the renovation of old refineries, with companies like Sinopec Engineering and PetroChina Engineering expected to benefit [7] - The report emphasizes the trend of "de-involution" in the refining industry, which may lead to a substantial market for dismantling and renovation [7] Basic Chemicals - The second phase of phosphate fertilizer export quotas has been allocated, with leading companies expected to benefit from high overseas prices [7] - The report anticipates continued high demand for high-grade phosphate rock in the short to medium term [7] Non-Banking Financials - AIA Insurance has seen new business value reach new highs, with stable growth in operating profits [10] - The report adjusts profit forecasts for AIA for 2025-2027, maintaining a "buy" rating [10] Real Estate - The property management sector shows steady growth, with a stable dividend outlook from companies like Yuexiu Services [10] - The report notes a slight decline in net profit but maintains a positive outlook due to strong project delivery from related companies [10] Electric New Energy - The report highlights the growth potential in the energy storage battery sector, with companies like Yiwei Lithium Energy expected to benefit from increased demand [24] - The company has adjusted its profit forecasts for 2025, reflecting a strong competitive position in the market [24] Textile and Apparel - The report indicates a decline in profit margins for companies like Li Ning, despite revenue growth [34] - The company is expected to maintain a strong brand presence, with a "buy" rating maintained [34]

【聚酯板块】本周POY/FDY/DTY行业均价分别为6789/7100/7986元/吨，环比分别 +61/+57/+57元/吨，POY/FDY/DTY行业周均利润为35/-25/-34元/吨，环比分别+18/+16/+16 元/吨，POY/FDY/DTY行业库存为13.8/22.7/27.8天，环比分别-2.3/-0.6/-0.4天，长丝开工率为 90.7%，环比+0.1pct。下游方面，本周织机开工率为60.1%，环比+2.1pct，织造企业原料库 存为14.2天，环比+1.9天，织造企业成品库存为28.2天，环比-1.8天。 【炼油板块】国内成品油:本周汽油/柴油/航煤价格下跌。美国成品油:本周美国航煤价格 下跌。 东吴证券近日发布大炼化周报：国内成品油:本周汽油/柴油/航煤价格下跌。美国成品油: 本周美国航煤价格下跌。周POY/FDY/DTY行业均价分别为6789/7100/7986元/吨，环比分别 +61/+57/+57元/吨，POY/FDY/DTY行业周均利润为35/-25/-34元/吨，环比分别+18/+16/+16 元/吨，POY/FDY/DTY行业库存为13.8/22.7/27.8天，环比分别 ...

| 指数 | 收盘 | | 涨跌（％） | | | --- | --- | --- | --- | --- | | 名称 | （点） | 1 日 | 5 日 | 1 月 | | 上证指数 | 3826 | 1.45 | 6.81 | 3.49 | | 深证综指 | 2393 | 1.49 | 9.33 | 4.02 | | 风格指数 (％) | 昨日 | 近 1 个月 | 近 6 个月 | | --- | --- | --- | --- | | 大盘指数 | 2.24 | 6.66 | 10.61 | | 中盘指数 | 2.04 | 9.62 | 10.8 | | 小盘指数 | 1.56 | 10.22 | 12.9 | | 涨幅居前 行业(％) | 昨日 | 近 1 个月 | 近 6 个月 | | --- | --- | --- | --- | | 半导体 | 7.66 | 25.39 | 13.01 | | 通信设备 | 4.33 | 31.18 | 49.01 | | 玻璃玻纤 | 4.02 | 11.28 | 46.11 | | 教育 | 3.96 | 8.07 | 3.66 | | 软件开发Ⅱ | ...

石油石化 2025 年 08 月 24 日 韩国计划削减高达 25%石脑油裂解 行 业 研 究 / 行 业 点 评 行 业 及 产 业 产能，中国炼化景气修复有望加快 看好 —— 石油化工行业周报(2025/8/18—2025/8/24) 本期投资提示： 相关研究 - 证 券 研 究 报 告 刘子栋 A0230523110002 liuzd@swsresearch.com 邵靖宇 A0230524080001 shaojy@swsresearch.com 宋涛 A0230516070001 songtao@swsresearch.com 研究支持 陈悦 A0230524100003 chenyue@swsresearch.com 联系人 陈悦 (8621)23297818× chenyue@swsresearch.com 本研究报告仅通过邮件提供给 中庚基金 使用。1 1． 本周观点及推荐 1.1 本周思考：韩国计划削减高达 25%石脑油裂解产能， 中国炼化景气修复有望加快 韩国石化企业利润大幅下滑，陷入经营困境。韩国头部石化企业主要有 LG 化学、SK innovation、乐天石化等，2024-2025 ...

能源化工分析师：周少玟 执业证书编号：S0600525070005 联系方式：zhoushm@dwzq.com.cn 2025年8月24日 请务必阅读正文之后的免责声明部分 投资要点 证券研究报告 大炼化周报：主流厂商协同，长丝价格上升 能源化工首席证券分析师：陈淑娴，CFA 执业证书编号：S0600523020004 联系方式：chensx@dwzq.com.cn 2 ◼ 【国内外重点炼化项目价差跟踪】国内重点大炼化项目本周价差为2579元/吨，环比+18元/吨（环比+1%）；国外 重点大炼化项目本周价差为1077元/吨，环比-33元/吨（环比-3%）。 ◼ 【聚酯板块】本周POY/FDY/DTY行业均价分别为6789/7100/7986元/吨，环比分别+61/+57/+57元/吨， POY/FDY/DTY行业周均利润为35/-25/-34元/吨，环比分别+18/+16/+16元/吨，POY/FDY/DTY行业库存为 13.8/22.7/27.8天，环比分别-2.3/-0.6/-0.4天，长丝开工率为90.7%，环比+0.1pct。下游方面，本周织机开工率 为60.1%，环比+2.1pct，织造企业原料库存 ...