Market Overview - The Shanghai Composite Index rose by 0.29% on January 19, with 23 out of the 28 sectors experiencing gains, led by the basic chemical and oil & petrochemical industries, which increased by 2.70% and 2.08% respectively [1] - The main funds in the two markets saw a net outflow of 35.714 billion yuan, while 13 sectors had net inflows, with the power equipment sector leading at a net inflow of 7.597 billion yuan and a daily increase of 1.84% [1] Oil & Petrochemical Industry - The oil & petrochemical sector increased by 2.08% with a net inflow of 381 million yuan, comprising 47 stocks, of which 41 rose and 5 fell, including 1 stock hitting the daily limit [2] - Among the stocks in this sector, the top net inflows were from Hengli Petrochemical at 137 million yuan, followed by Bohai Chemical and Sinopec with net inflows of 86.971 million yuan and 74.399 million yuan respectively [2] - The stocks with the highest net outflows included Renji Shares, CNOOC Services, and China National Offshore Oil Corporation, with outflows of 39.671 million yuan, 31.826 million yuan, and 28.997 million yuan respectively [2] Stock Performance in Oil & Petrochemical Sector - Key stocks in the oil & petrochemical sector and their performance include: - Hengli Petrochemical: +6.91%, turnover rate 0.70%, net inflow 136.603 million yuan - Bohai Chemical: +10.02%, turnover rate 8.62%, net inflow 86.971 million yuan - Sinopec: +1.54%, turnover rate 0.21%, net inflow 74.399 million yuan - Other notable stocks include Rongsheng Petrochemical (+4.90%), China National Petroleum (+0.20%), and others with varying performance [2][3]

Group 1 - The epoxy propylene concept increased by 2.99%, ranking fifth among concept sectors, with 21 stocks rising, including Bohai Chemical, which hit the daily limit, and Weiyuan Co., Yonghe Co., and Dongfang Shenghong, which rose by 8.52%, 5.81%, and 5.70% respectively [1] - The main funds net inflow into the epoxy propylene concept sector was 705 million yuan, with 10 stocks receiving net inflows, and 9 stocks seeing net inflows exceeding 10 million yuan, led by Wanhua Chemical with a net inflow of 424 million yuan [2] - The top net inflow ratios were for Weiyuan Co., Bohai Chemical, and Wanhua Chemical, with net inflow ratios of 22.55%, 21.06%, and 10.31% respectively [3] Group 2 - The top stocks in the epoxy propylene concept based on net inflow included Wanhua Chemical, Weiyuan Co., Bohai Chemical, Yonghe Co., and Dongfang Shenghong, with respective net inflows of 424.26 million yuan, 138.90 million yuan, 86.97 million yuan, 61.63 million yuan, and 22.14 million yuan [3][4] - The trading performance of the top stocks showed that Wanhua Chemical increased by 4.67%, Weiyuan Co. by 8.52%, and Bohai Chemical by 10.02%, indicating strong market interest [3][4]

证券代码：600800 证券简称：渤海化学 编号：临 2026-003 二、本次变更签字会计师的基本信息、诚信及独立性情况 （一）基本信息 天津渤海化学股份有限公司 关于变更签字注册会计师的公告 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 3 日、2025 年 6 月 24 日召开第十届董事会第十五次会议、2024 年年度 股东大会，审议通过了《关于续聘会计师事务所的议案》，同意续聘 大信会计师事务所（特殊普通合伙）（以下简称大信）为公司 2025 年 度财务报表审计机构和内部控制审计机构。具体内容详见公司于2025 年 6 月 4 日披露的《关于续聘会计师事务所的公告》（公告编号：临 2025-029）。近日，公司收到大信会计师事务所发来的《关于变更签 字会计师的告知函》，具体情况公告如下： 一、本次变更签字会计师的情况 大信会计师事务所作为 2025 年度财务报表审计机构和内部控制 审计机构，原委派徐春、曹珊作为签字注册会计师为公司提供审计服 务。因大信 ...

证券代码：600800 证券简称：渤海化学 编号：临 2026-004 一、主要产品的产量、销量及收入实现情况 二、主要产品和原材料的价格变动情况 | （一）主要产品价格变动情况 | | --- | 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 2025 年第四季度主要经营数据的公告 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）根据上海证券交易 所《上市公司自律监管指引第 3 号行业信息披露：第十三号——化工》 的相关规定，现将公司全资子公司天津渤海石化有限公司（以下简称 渤海石化）2025 年第四季度主要经营数据（未经审计）披露如下： | 主要产品 | 2025 | 年 | 10-12 | 月产 | 2025 | 年 10-12 | 月销 | 营业收入（万 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 量（吨） | | | | 量（吨） | | 元） | | 丙烯 | | | | 20 ...

格隆汇1月19日丨渤海化学(600800.SH)公布，经财务部门初步测算，预计2025年年度实现归属于上市公 司股东的净利润约为-66,500万元到-63,200万元。预计2025年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-79,900万元到-75,900万元。 ...

证券代码：600800 证券简称：渤海化学 编号：临 2026-002 天津渤海化学股份有限公司 2025 年年度业绩预亏公告 （三）本次业绩预告未经注册会计师审计。 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 年年度实现归属于上市公司股东的净利润约为 -66,500 万元到-63,200 万元。扣除非经常性损益事项后，预计 2025 年年度实现归属于上市公司股东的净利润约为-79,900 万元到 -75,900 万元。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 1.经财务部门初步测算，预计 2025 年年度实现归属于上市公司 股东的净利润约为-66,500 万元到-63,200 万元。 2.预计 2025 年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-79,900 万元到-75,90 ...

Group 1 - The refining and trading sector increased by 1.46% on January 19, with Bohai Chemical leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] - Key stocks in the refining and trading sector showed significant price increases, with Bohai Chemical rising by 10.02% to a closing price of 4.50 [1] Group 2 - The main capital flow in the refining and trading sector saw a net inflow of 562 million yuan, while retail investors experienced a net outflow of 475 million yuan [2] - Notable stock performances included Hengli Petrochemical, which rose by 6.91% to a closing price of 25.08, and Runbei Hangke, which increased by 6.04% to 42.13 [1][2] - The trading volume for Bohai Chemical reached 956,500 shares, contributing to a transaction value of 413 million yuan [1]

渤海化学公告，预计2025年年度实现归属于上市公司股东的净利润约为亏损6.65亿元到6.32亿元。2025 年受宏观化工行业周期影响，PDH行业仍面临产能过剩与需求疲软的双重困境，特别是叠加丙烷进口关 税税率影响，推高原料端采购成本，运营压力剧增。 ...

Group 1 - The core point of the news is that Bohai Chemical (sh600800) reached its daily limit with a price of 4.5 yuan, marking a 10.02% increase and a total market capitalization of 4.995 billion yuan [1] Group 2 - The reasons for the stock surge include a major asset restructuring, where the company is selling 100% of Bohai Petrochemical and acquiring control of Taida New Materials, aiming to optimize its business structure [2] - The company is actively expanding into the new materials sector, with a delay in the maintenance of the PDH unit to facilitate the commissioning of new projects in acrylic esters and superabsorbent resins, which have significant growth potential [2] - The disposal of idle assets is expected to generate a profit of 90 million yuan, improving the current financial statements and boosting market confidence [2] - Market performance indicates that on January 13, 2026, the company was included in the "Dragon and Tiger List" with a trading volume of 468 million yuan, showing significant investor interest [2] - The stock price increase may also be influenced by the overall performance of the refining and trading sector, as other stocks in the same sector may experience upward movement due to industry dynamics [2]

Group 1 - Chemical stocks continued to rise in early trading, with Bohai Chemical hitting the daily limit [1] - Lier Chemical previously reached its limit up, indicating strong market interest [1] - Other companies such as Dongfang Shenghong, Hengli Petrochemical, and Yangnong Chemical also experienced gains [1]