Key Points - Tibet Tourism may apply for suspension of trading if significant abnormalities occur in stock transactions [1] - Southern Road Machinery's stock price has deviated from its fundamental situation [1] - Industrial Fulian's major customers and products have not undergone significant changes [1] - Yingweike has established a relatively complete liquid cooling technology and product solution capability [1] - Victory Energy's operational situation remains normal with no significant changes in the internal and external business environment [1] - Qizheng Tibetan Medicine's operational situation is normal with no significant changes in the internal and external business environment [1] - Dongxin Co. states that its investment in Shanghai Lishuan's chip products is not applicable for large model computing clusters [1] - Guosheng Co. has obtained project filing related to PEEK from its wholly-owned subsidiary [1] - Action Education's actual controller proposed a mid-term dividend of 10 yuan per 10 shares [1] Mergers and Acquisitions - Darui Electronics plans to acquire 80% of Weiste's equity through capital increase and share acquisition [1] - Dashengda intends to acquire 30% equity of Thailand's Far East [1] Financing - Aoshikang plans to issue convertible bonds not exceeding 1 billion yuan for high-end printed circuit board projects [1] - Sixuan New Materials intends to raise no more than 466 million yuan through a private placement [1] - Changhua Chemical plans to raise no more than 230 million yuan for a carbon dioxide polyether project [1] Share Buybacks and Reductions - Fuanna plans to repurchase shares worth between 55.85 million and 104 million yuan [1] - Jiangnan Yifan's board member intends to increase his stake in the company [1] - Jieya Co. and its concerted parties plan to reduce their holdings by no more than 4.95% [1] - Other companies including Tongda Co., Haohan Deep, and Wanhu Chemical also plan to reduce their holdings [1] Operational Data - Sinopec expects a net profit decline of 39.5% to 43.7% year-on-year for the first half of the year [1] - Qingdao Bank reported a net profit of 3.065 billion yuan for the first half, up 16.05% year-on-year [1] - Daodaquan's net profit increased by 563.15% year-on-year, proposing a dividend of 1.76 yuan per 10 shares [1] - Zhengdan Co. reported a net profit increase of 120.35% year-on-year, proposing a dividend of 3 yuan per 10 shares [1] - Other companies reported varying profit changes, including losses and significant increases [1] Contracts and Major Investments - Sanhui Electric signed a framework contract for robot equipment sales [1] - Zhejiang University Network New's subsidiary won a smart engineering project worth 94.2712 million yuan [1] - New Aluminum Times plans to invest no less than 500 million yuan in a project for lightweight, high-strength auto parts [1] - Zhishang Technology will use part of its raised funds for a smart manufacturing production base in Vietnam [1]

格隆汇7月31日丨渤海化学(600800.SH)公布，根据化工企业生产工艺和生产装置的要求，为确保生产装 置安全有效运行，按照年度计划，天津渤海化学股份有限公司全资子公司天津渤海石化有限公司的PDH 装置（60万吨/年）于2025年7月29日开始停产检修，预计检修18天。本次停产检修是根据年度计划进行 的例行检修，对公司的生产经营不会产生重大影响。 ...

关于全资子公司 PDH 装置例行停产检修的公告 证券代码：600800 证券简称：渤海化学 编号：临 2025-037 天津渤海化学股份有限公司 特此公告。 天津渤海化学股份有限公司 董 事 会 2025 年 8 月 1 日 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。 根据化工企业生产工艺和生产装置的要求，为确保生产装置安全 有效运行，按照年度计划，天津渤海化学股份有限公司（以下简称"公 司"）全资子公司天津渤海石化有限公司的 PDH 装置（60 万吨/年） 于 2025 年 7 月 29 日开始停产检修，预计检修 18 天。 本次停产检修是根据年度计划进行的例行检修，对公司的生产经 营不会产生重大影响。 ...

Group 1 - The acrylic acid concept sector declined by 0.80%, ranking among the top declines in the concept sector, with companies like AkzoNobel, Tianlong Group, and Guoen Co. experiencing significant drops [1] - Among the acrylic acid concept stocks, three companies saw price increases, with Baolijia, Bohai Chemical, and Hongqiang Co. rising by 0.60%, 0.46%, and 0.24% respectively [1] - The acrylic acid concept sector experienced a net outflow of 213 million yuan in main funds, with Wanhua Chemical leading the outflow at 145 million yuan [2] Group 2 - The top gainers in the concept sector included rare earth permanent magnets with a rise of 5.64%, while the housing inspection sector fell by 1.47% [2] - The main funds saw inflows into satellite chemicals, Xingye Co., and Shenyang Chemical, with net inflows of 42.6 million yuan, 6.8 million yuan, and 2.6 million yuan respectively [2][3] - The acrylic acid concept stocks with the highest net outflows included Tianlong Group and Huayi Group, with outflows of 63.7 million yuan and 18.8 million yuan respectively [2]

Group 1 - The company expects a net profit attributable to shareholders for the first half of 2025 to be approximately between -380 million yuan and -340 million yuan [1][2] - The net profit after deducting non-recurring gains and losses is anticipated to be between -378 million yuan and -338 million yuan [1][2] - The previous year's net profit attributable to shareholders was -315.52 million yuan, and the net profit after deducting non-recurring gains and losses was -320.51 million yuan [1][2] Group 2 - The main reason for the expected loss is the imbalance in supply and demand in the PDH industry, along with the impact of propane import tariffs, which have increased raw material procurement costs [2] - The average CP index price is reported at 616.67 USD per ton, remaining at a high level, contributing to negative gross margins for the company's main product, propylene [2] - The company has not yet generated economic benefits from the final stage of its operations [2]

Group 1 - The company disclosed the unaudited operating data for its wholly-owned subsidiary, Tianjin Bohai Petrochemical Co., Ltd., for the second quarter of 2025 [1] - In Q2 2025, the production of propylene was 177,383.45 tons, with sales reaching 183,742.80 tons and revenue amounting to 106,414.55 thousand yuan [1] - The average price of propylene decreased by 4.61% from 6,071.22 yuan/ton in Q2 2024 to 5,791.49 yuan/ton in Q2 2025 [1] Group 2 - The price of propane (CP) increased by 2.82%, from 591.67 USD/ton in Q2 2024 to 608.33 USD/ton in Q2 2025, while the price of propane (FEI) decreased by 13.41%, from 620.82 USD/ton to 537.58 USD/ton [1] - The board of directors emphasizes that the disclosed operating data is unaudited and advises investors to use caution when interpreting this data [1]

证券代码：600800 证券简称：渤海化学 编号：临 2025-036 天津渤海化学股份有限公司 关于全资子公司天津渤海石化有限公司 | （一）主要产品价格变动情况 | | --- | | 产品 | 2024 | 年 | 4-6 | 月平均 | 2025 年 | 4-6 | 月平均 | 变动率（%） | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 价格（元/吨） | | 价格（元/吨） | | | | | | 丙烯 | | | 6,071.22 | | | | 5,791.49 | | -4.61 | （二）主要原材料价格变动情况 | 产品 | 2024 4-6 | 年 | 月平均 | 2025 年 | 4-6 | 月平均 | 变动率（%） | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 价格（美元/吨） | | | 价格（美元/吨） | | | | | | 丙烷（CP） | | | 591.67 | | | 608.33 | | ...

证券代码：600800 证券简称：渤海化学 编号：临 2025-035 天津渤海化学股份有限公司 2025 年半年度业绩预告 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。 重要内容提示： 本期业绩预告适用于净利润为负值的情形。 业绩预告的主要财务数据：天津渤海化学股份有限公司（以下 简称"公司"）预计 2025 年半年度实现归属于上市公司股东的净利 润约为-38,000 万元到-34,000 万元。扣除非经常性损益事项后，预 计 2025 年半年度实现归属于上市公司股东的净利润约为-37,800 万 元到-33,800 万元。 一、本期业绩预告情况 （一）业绩预告期间 2.预计 2025 年半年度实现归属于上市公司股东扣除非经常性损 益后的净利润约为-37,800 万元到-33,800 万元。 （三）本次业绩预告未经注册会计师审计。 二、上年同期经营业绩和财务状况 （一）归属于上市公司股东的净利润：-31,551.87 万元，归属 于上市公司股东的扣除非经常性损益的净利润：-32,051.27 万元。 （二）每股收益：-0. ...

Group 1 - The company, Bohai Chemical (600800), expects a net profit attributable to shareholders of approximately -380 million to -340 million yuan for the first half of 2025 [1] - After excluding non-recurring gains and losses, the expected net profit attributable to shareholders is around -378 million to -338 million yuan for the same period [1] - The chemical industry is facing a dual challenge of overcapacity and weak demand in the first half of 2025, particularly affecting the PDH sector [1] Group 2 - The market supply-demand imbalance, combined with the impact of propane import tariffs, is increasing the company's raw material procurement costs [1] - The operational pressure on the company is significantly rising due to these challenges in the industry [1]

Group 1 - The company held its 2024 annual general meeting on June 24, 2025, with the legal opinion confirming the meeting's compliance with relevant laws and regulations [1][2][3] - The meeting was attended by 381 shareholders, representing 44.9854% of the total voting shares, with a combination of on-site and online voting [2][4] - The voting results showed a high level of agreement on the proposals, with the majority of votes in favor, indicating strong shareholder support [5][6][7][8][9][10][11] Group 2 - The company ensured that all documents submitted for the meeting were accurate and complete, adhering to the requirements of the Company Law and Securities Law [1] - No new proposals were raised during the meeting, and all resolutions were passed with significant majority votes [3][5] - The legal opinion confirmed that the meeting's procedures, participant qualifications, and voting processes were all in accordance with the company's articles of association [1][3][11]