截至2025年8月6日 10:31，中证细分化工产业主题指数(000813)上涨0.17%，成分股华峰化学(002064)上 涨2.84%，金发科技(600143)上涨2.81%，新宙邦(300037)上涨1.45%，云天化(600096)上涨1.40%，鲁西 化工(000830)上涨1.36%。化工ETF(159870)最新报价0.61元，盘中净申购6600万份，冲击连续13天净申 购， 东海证券指出，供给侧有望结构性优化，挑选弹性及优势品种板块。国内方面，国家政策端对供给侧要 求（"反内卷"）频繁提及；海外方面，上涨的原料成本+亚洲产能冲击，欧美化工企业近期多经历关 停、产能退出等事件。短期来看，区域摩擦反复，海外化工供应不确定性有所增加；长期来看，我国化 工产业链竞争优势明显，凭借显著的成本优势和不断突破的技术实力，中国化工企业正迅速填补国际供 应链的空白，有望重塑全球化工产业的格局。 化工ETF紧密跟踪中证细分化工产业主题指数，中证细分产业主题指数系列由细分有色、细分机械等7 条指数组成，分别从相关细分产业中选取规模较大、流动性较好的上市公司证券作为指数样本，以反映 相关细分产业上市公司证券的整体表现 ...

证券代码：600989 证券简称：宝丰能源 公告编号：2025-028 宁夏宝丰能源集团股份有限公司关于与 专业投资机构共同设立投资基金及相关进展的公告 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。 重要内容提示: ●投资项目名称：北京北交联合羚跃叁号股权投资中心（有限合伙）（以下 简称"羚跃叁号"）、北京北交联合羚跃肆号股权投资中心（有限合伙）（以下简 称"羚跃肆号"）。 ●投资金额：羚跃叁号投资基金认缴出资总额为 7100 万元，宁夏宝丰能源 集团股份有限公司（以下简称"公司"）作为有限合伙人以自有资金认缴出资人 民币 7,000 万元，出资占比 98.59%； 羚跃肆号投资基金认缴出资总额为 10,100 万元，公司作为有限合伙人以自有资金认缴出资人民币 10,000 万元，出资占比 风险提示： ●本基金在运营过程中将受宏观经济、行业周期、 市场变化、投资标的等 多种因素影响，可能存在投资项目不能实现预期收益的风险。敬请投资者注意投 资风险。 ●本次对外投资不涉及关联交易，不构成重大资产重组。根据《公司章程》 等相关制 ...

证券代码：600989 证券简称：宝丰能源 公告编号：2025-028 宁夏宝丰能源集团股份有限公司关于与 专业投资机构共同设立投资基金及相关进展的公告 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。 重要内容提示: ●投资项目名称：北京北交联合羚跃叁号股权投资中心（有限合伙）（以下 简称"羚跃叁号"）、北京北交联合羚跃肆号股权投资中心（有限合伙）（以下简 称"羚跃肆号"）。 ●投资金额：羚跃叁号投资基金认缴出资总额为 7100 万元，宁夏宝丰能源 集团股份有限公司（以下简称"公司"）作为有限合伙人以自有资金认缴出资人 民币 7,000 万元，出资占比 98.59%； 羚跃肆号投资基金认缴出资总额为 10,100 万元，公司作为有限合伙人以自有资金认缴出资人民币 10,000 万元，出资占比 99.01%。 风险提示： （二）审议情况 根据《公司章程》等相关制度规定，本次交易已履行内部审批程序，本次交 易无需经过董事会审议，无需提交股东大会审议。 本次对外投资不涉及关联交易，不构成重大资产重组。 ●本基金在运营过程中将受宏观经 ...

格隆汇8月5日丨宝丰能源(600989.SH)公布，公司于近日与北交联合投资基金管理有限公司签署了北京 北交联合羚跃叁号股权投资中心（有限合伙）合伙协议、北京北交联合羚跃肆号股权投资中心（有限合 伙）合伙协议，共同出资设立北京北交联合羚跃叁号股权投资中心（有限合伙）、北京北交联合羚跃肆 号股权投资中心（有限合伙）。羚跃叁号主要用于投资航天科技项目，投资基金认缴出资总额为人民币 7100万元，公司作为有限合伙人以自有资金认缴出资人民币7,000万元，出资占比98.59%；羚跃肆号主 要用于投资人工智能项目，投资基金认缴出资总额为人民币10,100万元，公司作为有限合伙人以自有资 金认缴出资人民币10,000万元，出资占比99.01%。 ...

宝丰能源公告，公司参与设立的北京北交联合羚跃叁号股权投资中心（有限合伙）和北京北交联合羚跃 肆号股权投资中心（有限合伙）已完成工商登记及备案。羚跃叁号投资基金认缴出资总额为7100万元， 公司认缴出资7000万元，占比98.59%；羚跃肆号投资基金认缴出资总额为1.01亿元，公司认缴出资1亿 元，占比99.01%。投资基金主要用于投资航天科技和人工智能项目，旨在提升公司自有资金使用效率 和经济效益。 ...

Report Summary 1. Report Industry Investment Rating - The document does not provide the industry investment rating [66][67] 2. Core Viewpoints of the Report - The decline in ethane prices has enhanced the profitability of the gas - based olefin production route [1] - The report presents price, profit, and other data of different chemical product segments, including polyurethane, oil - gas - coal olefins, and coal chemical industries [2] 3. Summary by Related Catalogs 3.1 Foundation Chemical Weekly Data Briefing - **Related Company Performance Tracking** - The basic chemical index had a - 1.5% decline in the past week, 5.8% increase in the past month, 12.3% increase in the past three months, 26.9% increase in the past year, and 13.6% increase from the beginning of 2025 to date. Among related companies, Wanhua Chemical decreased by 3.3% in the past week, Baofeng Energy decreased by 3.1%, Satellite Chemical increased by 3.3%, and Hualu Hengsheng decreased by 0.9% [8] - In terms of profitability, the report provides the stock price, total market value, net profit attributable to the parent company, PE, and PB of Wanhua Chemical, Baofeng Energy, Satellite Chemical, and Hualu Hengsheng from 2024A to 2027E [8] - **Polyurethane Industry Chain** - The weekly average prices of pure MDI, polymer MDI, and TDI were 17040, 15460, and 15940 yuan/ton respectively, with week - on - week changes of +240, - 100, and - 207 yuan/ton. Their respective gross profits were 3720, 3192, and 4592 yuan/ton, with week - on - week changes of +71, - 143, and +167 yuan/ton [2][8] - **Oil - Gas - Coal Olefin Industry Chain** - Raw material prices: The weekly average prices of ethane, propane, NYMEX natural gas, Brent crude oil, and naphtha were 1184, 3887, 1139, 3736, and 4286 yuan/ton respectively, with week - on - week changes of - 71, +29, - 39, +149, and +195 yuan/ton [8] - Profitability: The theoretical profits of ethane cracking, CTO, and naphtha cracking for polyethylene production were 1346, 1994, and - 36 yuan/ton respectively, with week - on - week changes of +89, +27, and - 176 yuan/ton. The theoretical profits of PDH, CTO, and naphtha cracking for polypropylene production were 125, 1596, and - 252 yuan/ton respectively, with week - on - week changes of - 7, +27, and - 175 yuan/ton [2] - **C2 and C3 Segments** - In the C2 segment, products such as ethylene, HDPE, and others showed different price and spread changes. For example, ethylene had a price of 5868 yuan/ton, a week - on - week increase of 3 yuan/ton, and a spread of 2099 yuan/ton with 1.3 ethane (CIF), a week - on - week increase of 94 yuan/ton [10] - In the C3 segment, products like propylene, polypropylene, etc. also had corresponding price and spread variations. For instance, propylene had a price of 5508 yuan/ton, a week - on - week increase of 6 yuan/ton, and a spread of 844 yuan/ton with 1.2 propane, a week - on - week decrease of 29 yuan/ton [10] - **Coal Chemical Industry Chain** - Coal - coking products: The weekly average prices of coking coal and coke were 1142 and 1207 yuan/ton respectively, with week - on - week changes of +60 and +88 yuan/ton. The gross profit of coke was - 45 yuan/ton, a week - on - week increase of 10 yuan/ton [10] - Traditional coal chemical products: The weekly average prices of synthetic ammonia, urea, DMF, and acetic acid were 2498, 1771, 4015, and 2224 yuan/ton respectively, with week - on - week changes of +144, - 28, - 215, and - 8 yuan/ton. Their respective gross profits were 559, 102, - 292, and - 54 yuan/ton, with week - on - week changes of +144, - 30, - 334, and - 0 yuan/ton [2][10] - New materials: Products such as DMC, oxalic acid, etc. also had price and profit changes. For example, DMC had a price of 12500 yuan/ton, a week - on - week increase of 200 yuan/ton, and a gross profit of - 2258 yuan/ton, a week - on - week decrease of 58 yuan/ton [10] 3.2 Foundation Chemical Weekly Report - **2.1 Foundation Chemical Index Trend** - The document does not show detailed content regarding the foundation chemical index trend, only mentions it [12] - **2.2 Polyurethane Plate** - It presents the price trends of pure benzene, pure MDI, polymer MDI, and TDI, as well as the price and gross profit of pure MDI, polymer MDI, and TDI [17][18][22] - **2.3 Oil - Gas - Coal Olefin Plate** - Displays the price trends of MB ethane, NYMEX natural gas, East China propane, Brent crude oil, domestic steam coal, naphtha, etc., and the profitability of different production routes such as ethane cracking, PDH, coal - based, and naphtha - based production of PE and PP [26][30][34] - **2.4 Coal Chemical Plate** - Shows the price trends and gross profits of domestic coking coal, coke, urea, acetic acid, DMF, synthetic ammonia, octanol, caprolactam, adipic acid, etc. [43][47][55]

Group 1 - The company, Ningxia Baofeng Energy Group Co., Ltd., has approved a share repurchase plan using self-owned funds ranging from RMB 100 million to RMB 200 million, with the repurchase period set for 12 months from the board's approval date [2] - As of the end of July 2025, the company has repurchased a total of 60.5934 million shares, accounting for 0.83% of the total share capital, with a total expenditure of RMB 999.9012 million [2][3] - The highest purchase price per share was RMB 17.44, while the lowest was RMB 15.90 [2] Group 2 - The company will adhere to relevant regulations and guidelines regarding share repurchase and will make decisions based on market conditions during the repurchase period [4] - The company is committed to timely information disclosure regarding the progress of the share repurchase [4]

Core Viewpoint - Baofeng Energy announced on the evening of August 1 that it has not repurchased its shares through centralized bidding as of July 2025 [2] Summary by Relevant Categories - **Company Announcement** - Baofeng Energy released a statement regarding its share repurchase activities, indicating no repurchase has occurred via centralized bidding by July 2025 [2]

证券代码：600989 证券简称：宝丰能源 公告编号：2025-027 根据《上海证券交易所上市公司自律监管指引第7号——回购股份（2025年3 月修订）》等相关法律法规及规范性文件的规定，公司在回购股份期间，应于每 个月的前3个交易日内公告截至上月末的回购进展情况，具体如下： 2025年7月，公司未以集中竞价交易方式回购公司股份。截至2025年7月底， 公司已累计回购股份6,059.34万股，占公司总股本的比例为0.83%，购买的最高价 为17.44元/股、最低价为15.90元/股，支付的总金额为99,990.12万元。 上述回购进展符合既定的回购股份方案。 宁夏宝丰能源集团股份有限公司 关于股份回购进展公告 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。 重要内容提示： | 回购方案首次披露日 | 2025/5/15 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2025 年 5 5 月 13 | 月 | 14 | 日~2026 | ...

Group 1 - The core point of the article is that Baofeng Energy (600989.SH) has repurchased a total of 60.5934 million shares, which accounts for 0.83% of the company's total share capital [1] - The highest purchase price for the repurchased shares was 17.44 yuan per share, while the lowest was 15.90 yuan per share [1] - The total amount spent on the share repurchase was 999.9012 million yuan [1]