（文章来源：证券时报网） 8月26日突破年线个股乖离率排名 证券时报·数据宝统计，截至今日上午10:29，上证综指3871.31点，收于年线之上，涨跌幅为-0.32%，A 股总成交额为12408.94亿元。到目前为止，今日有14只A股价格突破了年线，其中乖离率较大的个股有 TCL智家、创意信息、伟明环保等，乖离率分别为3.84%、3.46%、2.42%；银邦股份、上海石化、湖南 裕能等个股乖离率较小，刚刚站上年线。 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 | 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 002668 | TCL智 | 5.96 | 3.25 | 10.79 | 11.20 | 3.84 | | | 家 | | | | | | | 300366 | 创意信 | 4.16 | 10.88 | 8.96 | 9.27 | 3.46 | | | 息 | | | | ...

Core Viewpoint - Shanghai Petrochemical reported a significant decline in performance for the first half of 2025, with revenue dropping by 9.21% year-on-year and a net loss of 4.62 billion yuan, marking a staggering 1755% decrease compared to the previous year [2][3] Financial Performance - Revenue for the first half of 2025 was 39.52 billion yuan, down from 43.53 billion yuan in the same period last year, representing a decrease of 9.21% [3] - The total profit (loss) for the period was -595.62 million yuan, a decline of 1688.52% year-on-year [3] - The net loss attributable to shareholders was -462.13 million yuan, a drop of 1755.66% compared to the previous year [3] - The net cash flow from operating activities was 778.94 million yuan, an increase of 127.78% year-on-year [4] - The net assets attributable to shareholders were 24.31 billion yuan, down 2.94% from the end of the previous year [3] Business Segment Performance - The refining segment generated revenue of 26.86 billion yuan, a decrease of 12.96% year-on-year, primarily due to a 6.72% drop in sales volume and a decline in average selling prices [4] - The chemical products segment reported revenue of 8.54 billion yuan, down 3.41% year-on-year, influenced by market conditions [4] - The petrochemical trading segment achieved revenue of 3.86 billion yuan, an increase of 22.65% year-on-year, driven by increased production and sales of petroleum coke and liquefied gas [4] Production and Operational Insights - Total production of main products was 5.58 million tons, a decrease of 4.35% year-on-year [4] - Crude oil processing amounted to 6.32 million tons, down 4.93% year-on-year [4] - Finished oil production decreased by 6.81%, with diesel and aviation kerosene down by 13.56% and 8.62% respectively [4] Strategic Initiatives and Future Outlook - The company is addressing aging equipment issues and has achieved a 98.8% completion rate in rectifying old facilities, with plans for full completion within the year [5] - Shanghai Petrochemical is focusing on high-end, intelligent, and green development, initiating its "14th Five-Year" planning [5] - The company is accelerating the construction of ongoing projects and enhancing product development, particularly in high-value-added products [5] - The market outlook remains challenging, with a weak demand scenario and increased penetration of new energy vehicles impacting the existing market [5][6] - The company aims to optimize operations and drive innovation while ensuring safety and environmental compliance in the second half of the year [5][6]

Group 1 - UBS report indicates that Shanghai Petrochemical Co. (00338) experienced a 9% year-on-year decline in revenue for the first half of the year, with a net loss of 462 million RMB, aligning with previous profit forecasts [1] - In the second quarter, the net loss widened to 372 million RMB, primarily due to asset impairment losses of 417 million RMB [1] - The company plans to continue advancing carbon fiber production capacity in the second half of the year [1] Group 2 - UBS believes that the operating environment for the petrochemical industry will improve as the domestic refining and chemical sector moves away from excessive competition [1] - The firm has lowered its earnings forecast for the group to 21 million RMB for this year and reduced its earnings estimates for 2026-2027 by 2% to 18% [1] - The target price has been adjusted from 1.93 HKD to 1.89 HKD, while maintaining a "Buy" rating [1]

智通财经APP获悉，瑞银发布研报称，上海石油化工股份(00338)上半年收入同比跌9%，净亏损4.62亿 元人民币，符合其早前发出的盈利预告。第二季净亏损扩大至3.72亿元人民币，主要是由于资产减值亏 损4.17亿元人民币。报告引述上石化指，公司下半年将继续推进碳纤维产能建设。瑞银认为，随着内地 提炼及化工行业反内卷推进，石化行业经营环境将见改善。该行降集团今年盈测至2,100万元人民币， 并下调其2026至27年的盈测2%至18%，目标价由1.93港元降至1.89港元，维持"买入"评级。 ...

Core Viewpoint - Shanghai Petrochemical (600688) reported a significant decline in financial performance for the first half of 2025, with total revenue dropping by 9.21% year-on-year and a net loss of 4.62 billion yuan, marking a staggering decline of 1755.66% compared to the previous year [1][2]. Financial Performance Summary - Total revenue for the first half of 2025 was 39.523 billion yuan, down from 43.533 billion yuan in 2024, reflecting a decrease of 9.21% [1]. - The net profit attributable to shareholders was -4.62 billion yuan, a drastic decline of 1755.66% from a profit of 27.912 million yuan in the same period last year [1][2]. - The gross margin improved slightly to 16.77%, an increase of 2.93% year-on-year, while the net margin fell to -1.17%, a decrease of 1717.48% [1]. - The company reported a significant increase in accounts receivable, which reached 619.05% of the latest annual net profit, indicating potential liquidity issues [1][4]. Cash Flow and Asset Management - Operating cash flow per share increased by 130.65% to 0.07 yuan, while total cash and cash equivalents decreased by 30.28% due to investments in term deposits [1][3]. - The company experienced a 226.02% increase in cash flow from investing activities, attributed to the recovery of term deposits [2][3]. - The total liabilities decreased significantly, with interest-bearing debt dropping by 92.49% to 3.91 billion yuan [1]. Cost and Expense Analysis - Total selling, administrative, and financial expenses amounted to 755 million yuan, representing 1.91% of revenue, a decrease of 11.35% year-on-year [1]. - Research and development expenses increased by 34.35%, indicating a focus on innovation despite overall financial struggles [2]. Market Position and Business Model - The company’s return on invested capital (ROIC) was reported at 0.46%, with a historical median ROIC of 5.35%, suggesting weak capital returns [3][4]. - The business model relies heavily on capital expenditures and marketing, necessitating careful evaluation of capital projects and their financial viability [4].

来源：金融界 主力资金净流出居前的分别为广汇能源（1.25亿元）、洲际油气（1.07亿元）、东华能源（2868.79万 元）、泰山石油（2225.25万元）、上海石化（2047.42万元）。 序号代码名称最新价涨跌幅主力净流入主力净占比1600028中国石化5.862.451.27亿元7.47%2601857中国 石油8.751.514025.79万元3.22%3300839博汇股份15.381.121324.90万元6.37%4000698沈阳化工 4.291.42845.75万元10.37%5002778中晟高科18.880.43169.04万元1.71%6603353和顺石油17.70.68-96.55万 元-1.52%7000059华锦股份5.431.12-144.69万元-0.96%8000159国际实业6.00.84-277.17万元-1.94%9000819 岳阳兴长17.31-0.12-382.99万元-2.09%10600506统一股份22.09-1.25-489.04万元-2.32% 8月21日，石油行业上涨0.46%，今日主力资金流出1.77亿元，成分股14只上涨，5只下跌。 ...

本公司监事会及全体监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。 中国石化上海石油化工股份有限公司（ 证券代码：600688 证券简称：上海石化 公告编号：临 2025-36 中国石化上海石油化工股份有限公司 第十一届监事会第十次会议决议公告 "本公司"或"公司" ）第 十一届监事会第十次会议（"会议"）于 2025 年 8 月 8 日以传真或送 达的方式通知各位监事，会议于 2025 年 8 月 19 日下午在上海市金山 区金山宾馆第一会议室以现场结合通讯方式召开。 会议应到监事 6 人， 实到 5 人。监事会主席谢莉女士因公未能出席本次监事会会议。监事 会主席谢莉女士授予监事陈宏军先生不可撤销的投票代理权。本次会 议符合《中华人民共和国公司法》、 《中国石化上海石油化工股份有限 公司章程》 （以下简称"《公司章程》 "）的有关规定，合法有效。 本次会议议题经各位监事认真审议，作出如下决议： 决议一 以 6 票同意、0 票反对、0 票弃权审议通过公司《2025 年半年度报告》 信息披露管理办法》《公开发行证券的公司信息披露内容与格式准则 第 ...

Core Insights - Shanghai Petrochemical (600688.SH) reported a total operating revenue of 39.523 billion yuan, a decrease of 4.010 billion yuan compared to the same period last year, representing a year-on-year decline of 9.21% [1] - The net profit attributable to shareholders was -462 million yuan, a decrease of 490 million yuan from the same period last year, reflecting a year-on-year decline of 1755.66% [1] - The net cash inflow from operating activities was 779 million yuan, an increase of 437 million yuan compared to the same period last year, achieving a 127.78% year-on-year increase [1] Financial Ratios - The latest debt-to-asset ratio is 41.85%, an increase of 2.54 percentage points from the previous quarter, but a decrease of 0.20 percentage points from the same period last year [3] - The latest gross profit margin is 16.77%, a decrease of 0.19 percentage points from the previous quarter, but an increase of 0.48 percentage points from the same period last year, marking two consecutive years of growth [3] - The latest return on equity (ROE) is -1.90%, a decrease of 2.01 percentage points from the same period last year [3] Earnings Per Share and Turnover Ratios - The diluted earnings per share is -0.04 yuan, a decrease of 0.05 yuan compared to the same period last year, reflecting a year-on-year decline of 1566.67% [3] - The latest total asset turnover ratio is 0.94 times, a decrease of 0.11 times from the same period last year, representing a year-on-year decline of 10.45% [3] - The latest inventory turnover ratio is 4.86 times, an increase of 0.07 times compared to the same period last year, indicating a year-on-year increase of 1.45% [3] Shareholder Structure - The number of shareholders is 90,300, with the top ten shareholders holding 8.757 billion shares, accounting for 83.06% of the total share capital [3] - The largest shareholder is Sinopec Limited, holding 51.81% of the shares [3] - Other significant shareholders include Hong Kong Central Clearing (Agent) Co., Ltd. with 28.18% and Hong Kong Central Clearing Co., Ltd. with 0.68% [3]

Core Viewpoint - The company reported a decline in revenue and increased losses for the first half of 2025, attributed to external economic challenges and industry competition, while emphasizing ongoing efforts in high-quality development and innovation [5][21][22]. Company Overview - The company did not distribute profits for the first half of 2025 and did not implement capital reserve transfers to increase share capital [5][30]. - As of June 30, 2025, the company had a total debt balance reduced by RMB 11.82 billion compared to the beginning of the period [15]. Financial Performance - The company's revenue for the first half of 2025 was RMB 39.5 billion, a decrease of RMB 3.99 billion or 9.17% year-on-year [5]. - The pre-tax loss was RMB 583 million, compared to a profit of RMB 12 million in the same period last year, marking an increase in loss of RMB 595 million [5]. - The net loss after tax and non-controlling interests was RMB 449 million, an increase in loss of RMB 452 million compared to a profit of RMB 3 million in the previous year [5][12]. Production and Sales - The total production of main products was 5.5768 million tons, a decrease of 4.35% year-on-year [6]. - The company processed 6.3249 million tons of crude oil, including 556,400 tons of processing, a decrease of 4.93% year-on-year [6]. - The sales net for the first half of 2025 was RMB 33.498 billion, a decline of 10.66% year-on-year, with refining and chemical sales net decreasing by 16.14% and 3.21% respectively [10]. Cost Management - The company's sales cost was RMB 34.139 billion, a decrease of 9.11% year-on-year, accounting for 101.91% of sales net [10]. - The crude oil processing cost was RMB 23.085 billion, a reduction of RMB 2.735 billion year-on-year, with the unit processing cost decreasing by 8.67% [11]. Strategic Initiatives - The company is focusing on safety and environmental management, aiming to achieve a green enterprise rating and enhance risk management [21][22]. - The company is accelerating project construction and technological upgrades, including the clean efficiency improvement of thermal power units and the development of high-performance carbon fiber [8][22]. Market Outlook - The company anticipates a challenging market environment in the second half of 2025, with a focus on optimizing operations and enhancing innovation to drive growth [21][22].

Performance Disclosure - Muyuan Foods reported a revenue of 76.463 billion yuan for the first half of 2025, representing a year-on-year increase of 34.46%, with a net profit attributable to shareholders of 10.53 billion yuan, up 1169.77% year-on-year [1] - Shanghai Petrochemical reported a revenue of 39.52 billion yuan for the first half of 2025, a year-on-year decrease of 9.2%, with a net loss attributable to shareholders of 462 million yuan, transitioning from profit to loss [2] - Fuhuan Microelectronics reported a revenue of 688 million yuan for the first half of 2025, a year-on-year decrease of 14.04%, with a net profit attributable to shareholders of approximately 23.02 million yuan, down 78.1% year-on-year [3] Shareholding Changes - Botao Bio announced that its actual controller, Yu Xiuping, plans to reduce holdings by no more than 3% of the company's total shares, equating to approximately 4.48 million shares [4] - Sanbo Brain Science announced that shareholder TBP 3Doctors (HK) Limited plans to reduce holdings by no more than approximately 609,000 shares, accounting for 3% of the total share capital after excluding shares in the repurchase account [5] - Xiangshan Co. announced that two shareholders, Zhao Yukun and Chen Bo, reduced their holdings by a total of 5.45% of the company's shares, equating to 7.1996 million shares, with the reduction plan completed [6] Risk Matters - ST Zhongdi announced that 23.77% of the shares held by its controlling shareholder, totaling 71.1448 million shares, will be publicly auctioned from September 24 to 25, 2025, due to debt disputes, which may lead to a change in company control if the auction is successful [7] - Kailong Co. announced that its subsidiaries were fined a total of 1.762 million yuan for reaching a fixed price monopoly agreement, which is expected to reduce the company's net profit by approximately 1.3962 million yuan [8] - Tiansheng New Materials reported that Baoding Weishai New Materials Technology Co., Ltd. filed an appeal involving an amount of 802 million yuan, seeking to overturn a previous court ruling [9]