Core Insights - China Petroleum & Chemical Corporation (Sinopec) Shanghai Petrochemical Company Limited announced the results of its 2025 centralized bidding for refining agents, specifically for hydrogen gasoline stabilizer corrosion inhibitors with an additive amount of 20-40 ppm [1][2] - The company has made investments in 22 enterprises and participated in 23,334 bidding projects [1] - Sinopec holds significant intellectual property, including 65 trademark registrations, 1,307 patents, and 9 copyrights, along with 12,789 administrative licenses [1] Group 1 - The procurement was conducted by Sinopec Shanghai Petrochemical Company [2] - The winning supplier for the bidding is Zhejiang Hanghua Technology Co., Ltd. [2] - The bid amounts awarded were 71.557965 million, 82.699115 million, 89.20354 million, and 86.415929 million [2] Group 2 - The announcement was made on October 10, 2025 [2] - The bidding results are part of Sinopec's ongoing efforts to enhance its refining capabilities [1][2] - The data was compiled using Tianyancha APP, indicating a comprehensive analysis of the company's operational metrics [1]

Core Viewpoint - Shanghai Petrochemical Company (00338.HK) has announced that its board of directors will hold a meeting on October 22, 2025, to review and approve the third-quarter results for the nine months ending September 30, 2025, and to address other matters [1] Summary by Category - **Company Announcement** - The board meeting is scheduled for October 22, 2025 [1] - The meeting will focus on the approval of the third-quarter performance for the period ending September 30, 2025 [1] - Other matters will also be addressed during the meeting [1]

Core Viewpoint - Shanghai Petrochemical Company Limited (00338.HK) has announced that its board of directors will hold a meeting on October 22, 2025, to review and approve the third-quarter results for the nine months ending September 30, 2025, and to address other matters [1] Summary by Category - **Company Announcement** - The board meeting is scheduled for October 22, 2025 [1] - The meeting will focus on the approval of the third-quarter performance for the period ending September 30, 2025 [1] - Other matters will also be addressed during the meeting [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而 產生或因依賴該等內容而引致的任何損失承擔任何責任。 本公告乃依據《香港聯合交易所有限公司證券上市規則》第13.43條而作出。 Sinopec Shanghai Petrochemical Company Limited 00338 董事會會議召開日期 中國石化上海石油化工股份有限公司（「本公司」及其附屬公司「本集團」）董事會（「董事 會」）玆通告謹定於2025年10月22日（星期三）舉行董事會會議，以審議並批准本集團截至 2025年9月30日止九個月之第三季度業績以作刊發之用及處理其他事項。 承董事會命 中國石化上海石油化工股份有限公司 聯席公司秘書 劉剛 中國，上海，2025年10月10日 於本公告刊登日，本公司的執行董事為郭曉軍、杜軍及黃翔宇；本公司的非執行董事為 解正林及秦朝暉；及本公司的獨立非執行董事為唐松、陳海峰、楊鈞、周穎及黃江東。 ...

Core Viewpoint - The carbon fiber industry is experiencing a recovery phase, marked by significant revenue growth among leading companies and increased investment in production capacity and technology upgrades [4][8]. Industry Performance - The carbon fiber sector has shown a strong performance in 2025, with notable increases in stock prices and revenue for key players. For instance, Zhongjian Technology reported a revenue of 464 million yuan, up 59.46% year-on-year, while Jilin Chemical Fiber's carbon fiber revenue surged by 368.31% to 443 million yuan [4]. - The overall industry is witnessing a recovery in operational rates, with the current operating rate at 61.52%, an increase of 10.02 percentage points since the beginning of the year [5]. Market Dynamics - The demand for carbon fiber is expanding into new applications, particularly in low-altitude economy, automotive, and consumer electronics sectors. Companies like Xiaomi and eVTOL are exploring carbon fiber applications in their products [5]. - The average price of mainstream carbon fiber models in East China has remained stable, with T300-12K priced at 85 yuan/kg as of August [5]. Application Growth - In aerospace, carbon fiber is increasingly utilized, with Boeing 787 using 50% carbon fiber composite materials and the C919 aircraft using approximately 12% [6]. - The automotive sector is projected to see a demand of about 10,000 tons of carbon fiber in 2024, increasing to 14,400 tons by 2025, driven by the rise of new energy vehicles [6]. Wind Power Sector - The wind power industry is also contributing to carbon fiber demand, with an expected global requirement of 44,000 tons in 2024, increasing to 80,000 tons by 2025. China is anticipated to consume about half of this demand [7]. Future Outlook - The carbon fiber industry is transitioning from a recovery phase to a period of steady growth, supported by stable prices, increased operational rates, and a shift in applications towards emerging markets [8].

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年9月30日 狀態: 新提交 FF301 致：香港交易及結算所有限公司 公司名稱: 中國石化上海石油化工股份有限公司 呈交日期: 2025年10月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00338 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 3,470,472,000 | RMB | | 1 | RMB | | 3,470,472,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 3,470,472,000 | RMB | | 1 | RMB | | 3,470,472,000 | ...

Market Overview - The refining and trading sector experienced a decline of 0.19% on September 29, with Compton leading the drop [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Stock Performance - Daqing Huake (000985) saw a significant increase of 10.00%, closing at 19.91 with a trading volume of 59,900 shares and a turnover of 117 million yuan [1] - Other notable gainers included Bohui Co. (300839) with a 4.42% increase, Baocao Co. (002476) up 2.10%, and Maohua Shihua (000637) rising by 1.95% [1] - Conversely, Compton (603798) led the declines with a drop of 3.70%, closing at 16.64, alongside Rongsheng Petrochemical (002493) down 3.24% [2] Capital Flow - The refining and trading sector saw a net outflow of 66.36 million yuan from institutional investors, while retail investors contributed a net inflow of 2.50 million yuan [2] - The main stocks with significant capital inflow included Daqing Huake with 39.99 million yuan and China Petroleum (601857) with 35.17 million yuan [3] - Notably, Baocao Co. experienced a net inflow of 20.54 million yuan from institutional investors, despite a net outflow from retail investors [3]

Core Viewpoint - The Carbontech conference focuses on breaking the "involution" pattern in the domestic carbon fiber industry through innovative applications, emphasizing the growing demand for high-performance materials in sectors like aerospace, automotive, and green energy [7]. Industry Overview - The high-end equipment manufacturing industry is rapidly rising in China, driven by advancements in technology and industrial upgrades, with significant demand for carbon fiber in aerospace, automotive, and wind energy sectors [7]. - Carbon fiber, known as "black gold," is becoming an essential strategic material in high-end equipment due to its excellent comprehensive performance [7]. Market Dynamics - The emergence of low-altitude economy represented by eVTOL, the expansion of the new energy vehicle market, and the growth potential of green energy sectors like wind, solar, and hydrogen are creating vast demand for carbon fiber [7]. - The conference aims to systematically discuss the market status, industrial layout, and technological iterations of carbon fiber, enhancing China's core competitiveness in this field [7]. Company Highlights - Changsheng (Langfang) Technology Co., Ltd. has invested over 3 billion yuan in a high-performance carbon fiber project, achieving large-scale production of T700 and T800 carbon fibers with a yield rate exceeding 98% [10]. - The company aims to create a trillion-yuan carbon fiber industry ecosystem in Langfang by leveraging its scale and technological leadership [10]. - Hunan Dingli Technology Co., Ltd. focuses on special thermal equipment and materials, recognized as a national key high-tech enterprise, and has developed advanced chemical vapor deposition equipment [13]. Conference Details - The Carbontech conference will cover various topics, including industry analysis, strategic frontiers in aerospace, and green transformation in the automotive industry, aiming to promote high-quality development in the carbon fiber sector [24][35]. - The event will also feature discussions on carbon/carbon composites, focusing on process innovation and sustainable development in the industry [30].

Market Overview - The refining and trading sector increased by 0.17% on September 24, with Guangju Energy leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Stock Performance - Guangju Energy (000096) closed at 11.57, up 3.40% with a trading volume of 101,500 shares and a turnover of 116 million yuan [1] - Baoli International (300135) closed at 4.59, up 3.38% with a trading volume of 690,400 shares and a turnover of 314 million yuan [1] - Tongkun Co. (601233) closed at 14.11, up 3.14% with a trading volume of 260,000 shares and a turnover of 362 million yuan [1] - Other notable stocks include Wanbangda (300055) up 2.50%, Guochuang Gaoxin (002377) up 2.35%, and Kangjindun (603798) up 2.15% [1] Capital Flow - The refining and trading sector saw a net inflow of 132 million yuan from institutional investors, while retail investors experienced a net outflow of 118 million yuan [2] - The main capital flow data indicates that Baoli International had a net inflow of 39.09 million yuan from institutional investors, while retail investors had a net outflow of 41.85 million yuan [3] - China Petroleum (601857) also saw a net inflow of 33.19 million yuan from institutional investors, despite a net outflow from retail investors [3]

Group 1 - The event organized by the Jilin Branch of PICC aimed to promote financial education and awareness among employees of China Petroleum Jilin Petrochemical Company, aligning with the theme of the 2025 Financial Education Promotion Week [1][3] - The focus of the event was on identifying and preventing common financial traps such as illegal fundraising, telecom fraud, and malicious policy cancellations, using case studies to educate employees [3] - The initiative is part of the "Financial Knowledge into Enterprises" campaign, targeting specific groups such as middle-aged employees and new citizens, providing personalized risk consultations to help them understand the suitability of financial products [3]