天眼查商业履历信息显示，天津渤海化学股份有限公司，成立于1979年，位于天津市，是一家以从事化 学原料和化学制品制造业为主的企业。企业注册资本111004.5216万人民币，实缴资本111004.5216万人 民币。公司法定代表人为郭子敬。 通过天眼查大数据分析，天津渤海化学股份有限公司共对外投资了40家企业，参与招投标项目275次， 知识产权方面有商标信息4条，专利信息121条，此外企业还拥有行政许可21个。 来源：金融界 金融界消息 截至2025年7月29日收盘，渤海化学（600800）报收于4.08元，上涨0.25%，换手率2.28%， 成交量25.35万手，成交金额1.02亿元。 资金流向方面，今日主力资金净流出1856.01万元，占比成交额18.18%。其中，超大单净流出1354.51万 元、占成交额13.27%，大单净流出501.50万元、占成交额4.91%，中单净流出流入572.76万元、占成交 额5.61%，小单净流入1283.25万元、占成交额12.57%。 渤海化学最新一期业绩显示，截至2025一季报，公司营业总收入8.39亿元、同比减少35.77%，归属净利 润16890.30万元，同比 ...

证券之星消息，7月29日炼化及贸易板块较上一交易日上涨1.03%，中国石油领涨。当日上证指数报收 于3609.71，上涨0.33%。深证成指报收于11289.41，上涨0.64%。炼化及贸易板块个股涨跌见下表： 从资金流向上来看，当日炼化及贸易板块主力资金净流出4.01亿元，游资资金净流入1.73亿元，散户资 金净流入2.28亿元。炼化及贸易板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601857 | 中国石油 | 8.72 | 1.87% | 163.96万 | 14.21亿 | | 603353 | 和顺石油 | 16.74 | 0.97% | 4.12万 | 6862.39万 | | 600688 | 上海石化 | 2.93 | 0.69% | 32.66万 | 9502.73万 | | 002408 | 齐翔腾达 | 5.37 | 0. ...

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 | | ...

[Current Period Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%83%85%E5%86%B5) The company forecasts a substantial net loss for H1 2025, with unaudited net profit attributable to shareholders ranging from -RMB 380 million to -RMB 340 million H1 2025 Performance Forecast | Item | Projected Amount (RMB) | | :--- | :--- | | Net Profit Attributable to Shareholders | -380 million to -340 million | | Non-recurring Net Profit Attributable to Shareholders | -378 million to -338 million | - This performance forecast represents preliminary estimates by the company's finance department and has not been audited by a certified public accountant[4](index=4&type=chunk) [Prior Period Performance Comparison](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8A%E5%B9%B4%E5%90%8C%E6%9C%9F%E7%BB%8F%E8%90%A5%E4%B8%9A%E7%BB%A9%E5%92%8C%E8%B4%A2%E5%8A%A1%E7%8A%B6%E5%86%B5) Compared to H1 2024, the company's H1 2025 loss is projected to widen, with H1 2024 net loss at RMB 315.52 million and EPS at -RMB 0.28 H1 2025 Performance Forecast vs H1 2024 Actual Performance | Item | H1 2025 (Projected) | H1 2024 (Actual) | Year-over-Year Change | | :--- | :--- | :--- | :--- | | Net Profit Attributable to Shareholders (million RMB) | -380 to -340 | -315.52 | Loss Widened | | Non-recurring Net Profit Attributable to Shareholders (million RMB) | -378 to -338 | -320.51 | Loss Widened | | Earnings Per Share (RMB) | - | -0.28 | - | [Analysis of Projected Loss Causes](index=2&type=section&id=%E4%B8%89%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E4%BA%8F%E7%9A%84%E4%B8%BB%E8%A6%81%E5%8E%9F%E5%9B%A0) The projected loss primarily stems from overcapacity and weak demand in the chemical and PDH industries, compounded by high propane raw material costs due to tariffs and declining propylene prices, resulting in persistent negative gross margins, while new materials projects remain under construction and are not yet revenue-generating [Market and Operational Pressures](index=2&type=section&id=%E4%B8%89%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E4%BA%8F%E7%9A%84%E4%B8%BB%E8%A6%81%E5%8E%9F%E5%9B%A0-1) The company faces triple pressure from industry supply-demand imbalance, high propane raw material costs, and declining propylene prices, with import tariffs increasing propane costs and propylene average selling prices decreasing by 3.31% year-over-year, leading to negative gross margins for core businesses and significant losses - The chemical industry, particularly the PDH (Propane Dehydrogenation) sub-sector, faces challenges of **overcapacity** and **weak demand**, leading to market supply-demand imbalance[6](index=6&type=chunk) Key Product and Raw Material Price Changes (H1 2025 vs H1 2024) | Item | H1 2025 Average Price | H1 2024 Average Price | Year-over-Year Change | | :--- | :--- | :--- | :--- | | Propylene Selling Price (RMB/ton) | 6,607.09 | 6,833.08 | -3.31% | | Raw Material Propane CP Index (USD/ton) | 616.67 | - | Persistently High | - Due to declining product selling prices and high raw material costs, the gross margin for the company's main product, propylene, remains **persistently negative**, resulting in operating profit losses[6](index=6&type=chunk) [New Project Construction Status](index=2&type=section&id=%E4%B8%89%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E4%BA%8F%E7%9A%84%E4%B8%BB%E8%A6%81%E5%8E%9F%E5%9B%A0-2) The company's new acrylic ester and superabsorbent resin materials project is in the final stages of construction and has not yet commenced operations or generated revenue, thus unable to offset losses from core businesses - The company's new acrylic ester and superabsorbent resin materials project is currently in the **final phase of construction** and has not yet generated economic benefits[6](index=6&type=chunk) [Risk Warning](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) The company emphasizes that this performance forecast is a preliminary calculation based on current operations and states there are no significant uncertainties that could affect its accuracy - This performance forecast is a **preliminary calculation** made by the company's finance department based on its professional judgment, and the data remains unaudited[7](index=7&type=chunk) [Other Notes](index=2&type=section&id=%E4%BA%94%E3%80%81%E5%85%B6%E4%BB%96%E8%AF%B4%E6%98%8E%E4%BA%8B%E9%A1%B9) The company advises investors that final financial data will be based on the officially disclosed H1 2025 semi-annual report and recommends exercising caution and rational investment decisions - The company advises that specific financial data will be subject to the officially disclosed **H1 2025 semi-annual report**, reminding investors to be aware of investment risks[8](index=8&type=chunk)

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]

天津渤海化学股份有限公司 证券代码：600800 证券简称：渤海化学 编号：临 2025-033 天津渤海化学股份有限公司 关于聘任副总经理的公告 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。 天津渤海化学股份有限公司（以下简称"公司"）于 2025 年 6 月 24 日召开第十届董事会第十六次会议，审议通过了《关于聘任公司 副总经理的议案》，按照《中华人民共和国公司法》《公司章程》等有 关规定，经公司总经理提名，董事会提名委员会资格审查，董事会同 意聘任俞增亮先生为公司副总经理，任期自董事会审议通过之日起至 第十届董事会任期届满之日止。 俞增亮先生具备履行相关职责所需要的工作经验和专业知识，能 够胜任相关岗位的职责要求，任职资格符合《公司法》《上海证券交 易所股票上市规则》等有关法律法规和规范性文件的规定，不存在受 到中国证券监督管理委员会、证券交易所处罚的情形。俞增亮先生的 个人简历详见附件。 特此公告。 董 事 会 2025 年 6 月 25 日 附件： 个人简历 俞增亮，男，汉族，1982 年 8 月出生，天津人，中 ...