Group 1 - The core point of the article is that Bohai Chemical announced a scheduled maintenance shutdown of its PDH unit, which has a capacity of 600,000 tons per year, starting from July 29, 2025, for an estimated duration of 18 days [2] - The maintenance is part of the annual plan and is necessary to ensure the safe and effective operation of the production facilities [2] - The company stated that this routine maintenance will not have a significant impact on its production and operations [2]

Group 1 - Jiejia Weichuang expects a net profit of 1.7 billion to 1.96 billion yuan for the first half of 2025, representing a year-on-year increase of 38.65% to 59.85% [1] - Micron Biotech's CS231295 clinical trial application has been approved by the FDA for treating advanced solid tumors [1] - Sinopec anticipates a net profit of 20.1 billion to 21.6 billion yuan for the first half of 2025, a decrease of 39.5% to 43.7% year-on-year [2] Group 2 - High Energy Environment has obtained a loan commitment letter from a financial institution for share repurchase [2] - Electric Power Investment Energy received a warning letter from the Inner Mongolia Securities Regulatory Bureau for inadequate disclosure in its semi-annual report [3] - Zhejiang University Net New won a bid for an intelligent engineering project worth 94.2712 million yuan [5] Group 3 - Daodaoquan reported a net profit of 181 million yuan for the first half of 2025, a year-on-year increase of 563.15% [8] - New Light Optoelectronics expects a net loss of 19 million to 23 million yuan for the first half of 2025 [9] - Aihua Pharmaceutical's two probiotic powder registration applications have been accepted [10] Group 4 - Xinhui Electric's subsidiary signed a product sales framework contract for commercial and household robots [11] - Baida Precision Engineering's subsidiary obtained 134,500 square meters of industrial land use rights [12] - Haiyang Technology's chief engineer resigned for personal reasons [13] Group 5 - Tianhe Magnetic Materials received a project filing notice for a 12,000-ton magnetic material deep processing project [22] - Wanlima is the pre-selected unit for a procurement project worth 43.835 million yuan from China Southern Airlines [24] - Yipin Hong's subsidiaries obtained two drug registration certificates [25] Group 6 - Zhejiang Jiaoke's subsidiary signed new construction projects worth 4.783 billion yuan in the second quarter [27] - Shenglan Co. received approval for issuing convertible bonds [29] - Jimi Technology expects a net profit of 88.6622 million yuan for the first half of 2025, a year-on-year increase of 2062.33% [31] Group 7 - Dingtong Technology reported a net profit of 115 million yuan for the first half of 2025, a year-on-year increase of 134.06% [32] - Huaheng Biological is planning to list on the Hong Kong Stock Exchange [34] - Yuntian Lihui submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [36] Group 8 - Nanchip Technology expects a net profit of 108.8 million to 133.1 million yuan for the first half of 2025, a decrease of 35.09% to 47.03% year-on-year [43] - Anglikang's Mesobam injection has received a drug registration certificate [44] - Jida Zhengyuan's shareholder plans to reduce their stake by up to 0.998% [45]

Market Overview - The refining and trading sector experienced a decline of 0.7% on July 31, with Qixiang Tengda leading the drop [1] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] Stock Performance - Notable stock performances included: - Unification Holdings (600506) closed at 19.62, up 1.13% with a trading volume of 83,300 shares and a turnover of 164 million yuan [1] - Bohai Chemical (600800) closed at 4.02, up 0.50% with a trading volume of 365,100 shares [1] - China Petroleum (601857) closed at 8.87, down 0.11% with a trading volume of 1,751,300 shares and a turnover of 1.548 billion yuan [1] - Qixiang Tengda (002408) closed at 5.04, down 5.26% with a trading volume of 565,300 shares and a turnover of 288 million yuan [2] Capital Flow - The refining and trading sector saw a net inflow of 11.88 million yuan from institutional investors, while retail investors experienced a net outflow of 55.74 million yuan [2] - Major stocks with significant capital flow included: - China Petroleum had a net inflow of 1.44 billion yuan from institutional investors, but a net outflow of 90.02 million yuan from retail investors [3] - China Sinopec (600028) had a net inflow of 117 million yuan from institutional investors, with a net outflow of 67.65 million yuan from retail investors [3]

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。 ...

据悉，该设备交付后，将成为渤海化学氢能相关项目的核心装备，采用该技术的一期项目已经申报国家 能源局能源领域氢能试点项目，预计一期工程建成后储氢能力可达20吨（折合22.4万标准立方米）。 据介绍，该装备采用中氢源安研发团队创新研发的安全有机液储放氢（LOHC）技术，通过将氢气与载 体在催化剂作用下进行加氢反应，生成稳定的液态富氢有机载体，使液氢从危险化学品转化为常温常压 下可按照普通液体稳定存储的非危化品。 中化新网讯 7月17日，由中氢源安（北京）科技有限公司（以下简称中氢源安）研发制造的全国首台安 全氢基能源储氢设备调试运行完成，在北京下线揭幕，将于近期交付天津渤海化学（600800）股份有限 公司（以下简称渤海化学）使用。 中氢源安相关负责人表示，有机液储运氢技术在存储前后的化学性质都非常稳定，储存时间长，其有机 液在放氢后可以循环利用，因此，该技术不仅可以大规模地存储氢气，也可以分散地、灵活地储存氢 气，具有广泛的适用性。这一技术将重构安全、灵活、经济的"制—运—用"安全氢基能源全新产业 （300832）链体系，突破当前氢能产业发展的安全性和经济性难题。 ...

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]