（原标题：中毅达涨停，沪股通龙虎榜上买入1.34亿元，卖出8425.78万元） 中毅达(600610)今日涨停，全天换手率14.24%，成交额13.18亿元，振幅10.39%。龙虎榜数据显示，沪股通净买入4968.62万元，营业部席位合计净 买入5741.54万元。 上交所公开信息显示，当日该股因日涨幅偏离值达9.08%上榜，沪股通净买入4968.62万元。 证券时报•数据宝统计显示，上榜的前五大买卖营业部合计成交3.80亿元，其中，买入成交额为2.43亿元，卖出成交额为1.36亿元，合计净买入1.07 亿元。 具体来看，今日上榜的营业部中，沪股通为第一大买入营业部及第一大卖出营业部，买入金额为1.34亿元，卖出金额为8425.78万元，合计净买入 4968.62万元。 近半年该股累计上榜龙虎榜29次，上榜次日股价平均涨0.46%，上榜后5日平均涨5.87%。 资金流向方面，今日该股主力资金净流入3.33亿元，其中，特大单净流入3.19亿元，大单资金净流入1393.40万元。近5日主力资金净流入2.62亿 元。 近五日涨跌: -1.60% | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万 ...

两市全天特大单净流出25.96亿元，其中26股特大单净流入超2亿元，张江高科特大单净流入6.44亿元， 特大单净流入资金居首。 特大单净流入资金排名 | 代码 | 简称 | 收盘价（元） | 涨跌幅（%） | 特大单净流入（亿元） | 行业 | | --- | --- | --- | --- | --- | --- | | 600895 | 张江高科 | 34.17 | 6.28 | 6.44 | 房地产 | | 002017 | 东信和平 | 27.16 | 10.00 | 5.77 | 通信 | | 002173 | 创新医疗 | 16.23 | 10.03 | 4.81 | 医药生物 | | 300308 | 中际旭创 | 210.92 | 1.20 | 4.24 | 通信 | | 600698 | 湖南天雁 | 11.89 | 9.99 | 3.80 | 汽车 | | 600519 | 贵州茅台 | 1427.74 | 0.62 | 3.47 | 食品饮料 | | 600255 | 鑫科材料 | 3.89 | 8.06 | 3.41 | 有色金属 | | 300059 | 东方财富 | 23.63 | ...

证券之星消息，8月5日化学原料板块较上一交易日上涨0.8%，中毅达领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。化学原料板块个股涨跌见下表： 从资金流向上来看，当日化学原料板块主力资金净流入3.06亿元，游资资金净流出2797.78万元，散户资 金净流出2.78亿元。化学原料板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600610 | 中毅达 | 3.11 Z | 23.58% | -9750.40万 | -7.40% | -2.13 Z | -16.18% | | 003017 | 大洋生物 | 5003.44万 | 12.79% | -188.92万 | -0.48% | -4814.52万 | -12.31% | | 000818 | 航锦科技 | 4002.27万 | 7.66% | -2631.68万 | -5.04% ...

Core Viewpoint - The chemical sector experienced a localized rebound on August 5, with notable performances from companies like Zhongyida and Youfu, indicating increased market interest in the sector [1] Company Summaries - Zhongyida, a producer of pentaerythritol, saw its stock hit the daily limit, leading the sector's gains. Its subsidiary, Chifeng Ruiyang, has an annual production capacity of 43,000 tons, ranking second in the domestic market [1] - Youfu specializes in the production and sales of polyester industrial yarn and has an annual production capacity of 300,000 tons, ranking third globally. Additionally, it produces 22,000 tons of coated tire fabric and 12,000 tons of coated canvas annually [1] Industry Trends - The chemical sector is currently in an adjustment phase, with companies focusing on technological upgrades and product enhancements to adapt to market changes. There is a general trend of strengthening cost control and improving operational efficiency among industry players [1] - The overall chemical sector showed signs of increased activity, with several companies like Jiangtian Chemical, Yida Co., Shandong Haihua, and Bohai Chemical also experiencing varying degrees of stock price increases [1]

Company Overview - Guizhou Zhongyida Co., Ltd. is located in the Fuxin Industrial Park, Guizhou Province, and specializes in road construction, landscaping, and the production and sales of various chemicals including pentaerythritol, trimethylolpropane, alcohol, and DDGS feed [1][1][1] - The company has two subsidiaries: Fujian Shanghe Construction Engineering Co., Ltd., which holds a first-class qualification for municipal public engineering construction, and Jiangxi Licheng Landscape Construction Co., Ltd., which has a first-class qualification for urban landscaping and a third-class qualification for municipal public engineering construction [1][1][1] Financial Performance - For the period from January to March 2025, Zhongyida reported an operating income of 270 million yuan, a year-on-year decrease of 5.40% [1][1][1] - The net profit attributable to shareholders was 13.76 million yuan, showing a significant year-on-year increase of 232.42% [1][1][1] Market Activity - On August 5, Zhongyida's stock reached a 10.03% limit-up, trading at 13.6 yuan per share with a transaction volume of 1.168 billion yuan and a turnover rate of 12.68% [1][1][1] - The total market capitalization of Zhongyida is approximately 14.569 billion yuan [1][1][1] Shareholder Information - As of March 31, Zhongyida had 105,700 shareholders, with an average of 10,100 circulating shares per shareholder [1][1][1]

Group 1 - The company Zhongyida has reached the daily limit increase in stock price, indicating strong market interest and positive investor sentiment [1] - The trading volume for Zhongyida has amounted to 1.171 billion yuan, reflecting significant activity in the stock [1]

Company Overview - Guizhou Zhongyida Co., Ltd. is located in the Wengfu Industrial Park, Fuquan City, Qiannan Buyi and Miao Autonomous Prefecture, Guizhou Province [1] - The company's main business includes road construction, landscaping, and the production and sales of various products such as pentaerythritol, trimethylolpropane, alcohol, and DDGS feed [1] - Zhongyida has two subsidiaries: Fujian Shanghe Construction Engineering Co., Ltd. with a first-class qualification in municipal public engineering construction, and Jiangxi Licheng Landscape Construction Co., Ltd. with first-class qualification in urban landscaping and third-class qualification in municipal public engineering construction [1] Stock Performance - On August 5, Zhongyida's stock price increased by 7.04%, reaching 13.23 CNY per share, with a trading volume of 684 million CNY and a turnover rate of 7.58% [1] - The total market capitalization of Zhongyida is 14.173 billion CNY [1] Financial Performance - As of March 31, Zhongyida had 105,700 shareholders, with an average of 10,100 circulating shares per shareholder [1] - For the period from January to March 2025, Zhongyida reported an operating income of 270 million CNY, a year-on-year decrease of 5.40% [1] - The net profit attributable to shareholders for the same period was 13.761 million CNY, showing a significant year-on-year increase of 232.42% [1]

Investment Rating - Industry Rating: Neutral (maintained rating) [6] Core Viewpoints - The report highlights the recent price increases in key chemical products such as soda ash, organic silicon, and MDI, driven by strong demand and supply constraints [1][3] - The basic chemical sector outperformed the Shanghai and Shenzhen 300 index, with a weekly increase of 4.25% compared to 1.69% for the index, indicating a positive market sentiment [4][16] - The report suggests that the industry may be at a cyclical bottom, with a focus on supply-demand marginal changes [5] Summary by Sections Key News Tracking - The National Development and Reform Commission issued a revised method for energy consumption and carbon emission management for fixed asset investment projects, which is expected to enhance energy efficiency reviews [1][13] Product Price Monitoring - Key chemical products saw significant price changes, with organic silicon and TDI prices increasing by 11.6% and 6.8% respectively, while DMF and acetic acid prices decreased by 5.7% and 1.3% [2][26] - The report notes that 85 out of 345 tracked chemical products experienced price increases, while 79 saw declines [26] Sector Performance - The basic chemical sector's weekly performance was strong, with notable increases in synthetic resin (+21.94%), soda ash (+14.45%), and organic silicon (+9.01%) [4][18] - The report lists the top-performing stocks in the basic chemical sector, with significant gains for companies like Shangwei New Materials (+97.37%) and Henghe Precision (+64.42%) [21] Investment Insights - The report recommends focusing on sectors with stable demand and potential for recovery, such as organic silicon and amino acids, while also highlighting companies that may benefit from domestic demand [5][6] - It emphasizes the importance of supply-side reforms and cost factors in pricing strategies to mitigate market volatility [5]

Group 1 - Cathay Pacific Haikou expects a net profit increase of 205%-218% for the first half of 2025, with a projected profit of 15.283 billion to 15.957 billion yuan [1] - The main reason for the profit increase is the merger with Haitong Securities, which has led to significant growth in wealth management and trading revenues [1] - Shenyuan Hongyuan anticipates a net profit increase of 92.66%-111.46% for the first half of 2025, with a projected profit of 4.1 billion to 4.5 billion yuan [6][7] Group 2 - Southern Airlines expects a net loss of 1.338 billion to 1.756 billion yuan for the first half of 2025, primarily due to changes in passenger structure and international uncertainties [2] - China Eastern Airlines projects a net loss of 1.2 billion to 1.6 billion yuan for the first half of 2025, influenced by intense domestic market competition [3] - Air China anticipates a net loss of 1.7 billion to 2.2 billion yuan for the first half of 2025, affected by market supply imbalances and international uncertainties [4] Group 3 - HNA Group expects to turn a profit in the first half of 2025, with a projected net profit of 45 million to 65 million yuan, attributed to improved market conditions and operational adjustments [5] - CICC forecasts a net profit increase of 55%-78% for the first half of 2025, with a projected profit of 3.453 billion to 3.966 billion yuan [8] - CITIC Securities anticipates a net profit increase of 55%-60% for the first half of 2025, with a projected profit of 4.43 billion to 4.573 billion yuan [9] Group 4 - Shandong Gold expects a net profit of 2.55 billion to 3.05 billion yuan for the first half of 2025, representing an increase of 84.3%-120.5% [10] - Poly Developments anticipates a net profit decrease of 63.15% for the first half of 2025, with a projected profit of 2.735 billion yuan [11] - Luoyang Molybdenum expects a net profit increase of 51%-68% for the first half of 2025, with a projected profit of 8.2 billion to 9.1 billion yuan [13] Group 5 - Longi Green Energy expects a net loss of 2.4 billion to 2.8 billion yuan for the first half of 2025, but with a significant reduction in losses compared to the previous year [14] - Tongwei Co. anticipates a net loss of 4.9 billion to 5.2 billion yuan for the first half of 2025, influenced by ongoing industry challenges [15] - Ganfeng Lithium expects a net loss of 300 million to 550 million yuan for the first half of 2025, an improvement from the previous year's loss [16] Group 6 - Jianghuai Automobile expects a net loss of approximately 680 million yuan for the first half of 2025, primarily due to increased competition in the international market [21] - Yonghui Supermarket anticipates a net loss of 240 million yuan for the first half of 2025, attributed to ongoing transformation challenges [22] - ST Huatuo expects a net profit increase of 107.2%-159% for the first half of 2025, with a projected profit of 2.4 billion to 3 billion yuan [23] Group 7 - New Hope anticipates a net profit of 680 million to 780 million yuan for the first half of 2025, marking a turnaround from losses [25] - Linyi Intelligent Manufacturing expects a net profit increase of 32%-67% for the first half of 2025, with a projected profit of 900 million to 1.14 billion yuan [27] - Pengding Holdings expects a net profit increase of 52.79%-60.62% for the first half of 2025, with a projected profit of 1.198 billion to 1.26 billion yuan [29] Group 8 - Hengtong Electronics expects a net profit increase of 740.95% for the first half of 2025, with a projected profit of approximately 251 million yuan [30] - Shengyi Technology anticipates a net profit increase of 50%-56% for the first half of 2025, with a projected profit of 1.4 billion to 1.45 billion yuan [31] - Founder Securities expects a net profit increase of 70%-80% for the first half of 2025, with a projected profit of 2.299 billion to 2.43 billion yuan [33]

[Current Period Performance Forecast](index=1&type=section&id=Item%201.%20Current%20Period%20Performance%20Forecast) The company forecasts a return to profitability in H1 2025, with estimated net profit attributable to parent company owners at 39.50 million yuan H1 2025 Performance Forecast | Metric | Estimated Amount (RMB Million) | | :--- | :--- | | Net Profit Attributable to Parent Company Owners | 39.50 | | Net Profit Attributable to Parent Company Owners After Non-Recurring Items | 38.50 | - This performance forecast covers **January 1 to June 30, 2025**, and is **unaudited by a certified public accountant**[3](index=3&type=chunk) [Prior Period Performance Comparison](index=1&type=section&id=Item%202.%20Prior%20Period%20Operating%20Performance%20and%20Financial%20Position) In contrast to the H1 2025 forecast, the company reported losses in H1 2024, with net profit attributable to parent company owners at -15.73 million yuan H1 2024 Performance Review | Metric | Amount (RMB Million) | | :--- | :--- | | Total Profit | -14.98 | | Net Profit Attributable to Parent Company Owners | -15.73 | | Net Profit Attributable to Parent Company Owners After Non-Recurring Items | -16.99 | | Earnings Per Share (RMB) | -0.0147 | [Main Reasons for Performance Turnaround](index=1&type=section&id=Item%203.%20Main%20Reasons%20for%20Current%20Period%20Performance%20Turnaround) The company's return to profitability is primarily driven by increased gross profit margins from core products and strategic reduction of loss-making production - Core driver: **Price recovery** of the company's core pentaerythritol series products led to an **increased gross profit margin**, thereby **increasing net profit**[7](index=7&type=chunk) - Operational adjustment: The company **reasonably adjusted** production plans for loss-making products like alcohol based on market conditions, **reducing the loss amount** year-on-year[7](index=7&type=chunk) Net Profit Turnaround Comparison | Metric | H1 2025 Estimated (RMB Million) | H1 2024 Actual (RMB Million) | Change | | :--- | :--- | :--- | :--- | | Net Profit Attributable to Parent Company Owners | 39.50 | -15.73 | Turnaround to Profit | | Net Profit Attributable to Parent Company Owners After Non-Recurring Items | 38.50 | -16.99 | Turnaround to Profit | [Risk Warning](index=2&type=section&id=Item%204.%20Risk%20Warning) The company's performance forecast is a preliminary, unaudited estimate, though no significant uncertainties are currently identified - This performance forecast is a **preliminary calculation** based on the company's financial department's professional judgment and is **unaudited by a certified public accountant**[8](index=8&type=chunk) - The company declares **no significant uncertainties affecting the accuracy** of this performance forecast[8](index=8&type=chunk) [Other Notes](index=2&type=section&id=Item%205.%20Other%20Notes) Investors are advised that the forecast data is preliminary, and final financial figures will be in the official H1 2025 report, with associated investment risks - **Final accurate financial data** will be subject to the company's **officially disclosed H1 2025 report**, and investors should be **aware of investment risks**[9](index=9&type=chunk)