公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假 记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息的真 实、准确、完整。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600989 证券简称：宝丰能源 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 单位：元 币种：人民币 第一季度财务报表是否经审计 □是 √否 一、主要财务数据 ■ 对公司将《公开发行证券的公司信息披露解释性公告第1号一一非经常性损益》未列举的项目认定为非 经常性损益项目且金额重大的，以及将《公开发行证券的公司信息披露解释性公告第1号一一非经常性 损益》中列举的非经常性损益项目界定为经常性损益的项目，应说明原因。 ■ (二)非经常性损益项目和金额 √适用 □不适用 单位:元 币种:人民币 (一)主要会计数据和财务指标 □适用 √不适用 (三)主要会计数据、财务指标发生变动的情况、原因 √适用 □不适 ...

Group 1: Major Announcements - China Energy Engineering Corporation's subsidiary won an EPC project worth approximately 5.118 billion yuan for the construction of a thermal power project [1] - Aladdin plans to invest 41.17 million yuan to acquire a 25% stake in Yamei Biological, a company focused on life science research tools [3] - ST Mingcheng intends to sell a 45% stake in its subsidiary, Time Media, which will positively impact the company's capital efficiency [4] - Chengdi Xiangjiang's subsidiary is a candidate for a 1.632 billion yuan EPC project with China Mobile [5] - YTO Express's controlling shareholder plans to increase its stake in the company by 100 million to 200 million yuan [6] Group 2: Financial Performance - Baofeng Energy reported a net profit of 2.437 billion yuan for Q1 2025, a year-on-year increase of 71.49% [7] - Chunzhong Technology's net profit for 2024 is expected to grow by 390.75%, with a proposed cash dividend of 2.5 yuan per 10 shares [8] - Ruixin Microelectronics anticipates a net profit increase of 341.01% for 2024, proposing a cash dividend of 6.5 yuan per 10 shares [9] - Hunan Gold's Q1 2025 net profit increased by 104.63% to 332 million yuan [14] - Zhejiang Shibao's Q1 2025 net profit grew by 123.77% to 48.735 million yuan [15] - ZTE Corporation reported a net profit decline of 10.5% for Q1 2025, totaling 2.453 billion yuan [16] Group 3: Shareholder Actions - Double Tower Foods plans to repurchase shares worth 200 million to 300 million yuan for employee stock ownership plans [11] - BYD announced a profit distribution plan involving a cash dividend of 39.74 yuan per 10 shares and a stock dividend of 8 shares for every 10 shares held [12] - Yuanxin Industrial expects a net profit increase of 164.1% for 2024, proposing a cash dividend of 3 yuan per 10 shares [17]

一、并购 5、用友网络：筹划发行H股并在香港联交所上市。 1、中储股份：拟收购广州货代和寿阳公司100%股权。 二、回购、增持、股权转让 1、双塔食品：拟2亿元-3亿元回购公司股份用于股权激励。 2、雪天盐业：控股股东拟增持1.5亿元-3亿元。 3、九牧王：股东计划内部转让股份不超0.21%。 三、对外投资 1、比亚迪：2024年度拟10送8转12派39.74元，现金红利总额约为120.77亿元，创历史新高。 2、汇绿生态：控股子公司拟投资2亿元建设光通信项目。 3、城地香江：联合体为中国移动（宁夏中卫）数据中心项目中标候选人之一，投标报价16.32亿元。 4、软控股份：拟3.08亿元投资碳五新材延链精细化工项目。 6、阿拉丁：拟认购雅酶生物25%股权。 四、业绩变动 1、湖南黄金：2025年一季度净利润3.32亿元，同比增长104.63%；主要是金、锑产品销价同比上涨盈利 增加所致。 2、宝丰能源：一季度净利润24.4亿元，同比增长71.49%；公司内蒙古烯烃项目投产，主要产品聚烯烃 产销量增加。 3、全志科技：一季度净利润9155.2万元，同比增长86.51；公司在智能汽车电子、扫地机机器人、智能 投影等 ...

Financial Performance - The company's operating revenue for Q1 2025 reached ¥10,770,741,271.32, representing a 30.92% increase compared to ¥8,226,861,994.09 in the same period last year[4] - Net profit attributable to shareholders was ¥2,436,717,409.01, a significant increase of 71.49% from ¥1,420,935,000.59 year-on-year[4] - The net profit attributable to shareholders after deducting non-recurring gains and losses was ¥2,597,203,322.80, up 75.25% from ¥1,481,996,736.73 in the previous year[4] - Basic and diluted earnings per share were both ¥0.33, marking a 73.68% increase from ¥0.19 in the previous year[4] - Operating profit for Q1 2025 amounted to ¥3,006,892,236.20, an increase from ¥1,738,743,500.67 in the same period last year[17] - Net profit for Q1 2025 was ¥2,436,717,409.01, up 71.4% compared to ¥1,420,935,000.59 in Q1 2024[17] - Earnings per share for Q1 2025 were ¥0.33, compared to ¥0.19 in Q1 2024, reflecting improved profitability[17] Cash Flow and Liquidity - The net cash flow from operating activities was ¥3,417,082,722.16, reflecting a 91.78% increase from ¥1,781,803,542.43 in the same quarter last year[4] - In Q1 2025, the net cash flow from operating activities was CNY 3,417,082,722.16, a significant increase of 92.0% compared to CNY 1,781,803,542.43 in Q1 2024[20] - Cash received from the sale of goods and services reached CNY 12,125,130,070.80, up 37.0% from CNY 8,836,617,353.17 in the same period last year[20] - The total cash inflow from financing activities was CNY 1,900,000,000.00, compared to CNY 892,885,989.51 in Q1 2024, marking an increase of 112.5%[20] - The net cash flow from financing activities improved to CNY 407,008,706.38, reversing from a net outflow of CNY 242,594,034.21 in the previous year[20] - The cash and cash equivalents at the end of Q1 2025 totaled CNY 4,212,338,284.98, a substantial increase from CNY 1,059,255,069.44 at the end of Q1 2024[20] - Cash and cash equivalents rose significantly to ¥4,663,736,733.57 from ¥2,477,011,135.69 at the end of 2024, indicating improved liquidity[14] Assets and Liabilities - Total assets at the end of the reporting period were ¥92,108,270,275.34, a 2.84% increase from ¥89,566,217,563.17 at the end of the previous year[5] - Total assets as of March 31, 2025, were ¥92,108,270,275.34, compared to ¥89,566,217,563.17 at the end of 2024[15] - Total liabilities increased slightly to ¥46,637,303,564.95 from ¥46,559,996,654.97 at the end of 2024[15] - The company reported a decrease in short-term borrowings to ¥506,435,722.22 from ¥759,661,361.10, reflecting a reduction in debt[14] Shareholder Equity - Shareholders' equity attributable to the parent company increased by 5.73% to ¥45,470,966,710.39 from ¥43,006,220,908.20 at the end of the last year[5] - The company’s equity attributable to shareholders increased to ¥45,470,966,710.39 from ¥43,006,220,908.20 at the end of 2024, showing growth in shareholder value[15] Non-Recurring Items - Non-recurring losses totaled ¥160,485,913.79, primarily due to asset disposal losses and other non-operating expenses[6] Investment and R&D - Research and development expenses for Q1 2025 were ¥102,836,036.05, slightly higher than ¥96,711,341.65 in Q1 2024, indicating continued investment in innovation[17] - The company invested CNY 1,830,307,616.53 in fixed assets and intangible assets during Q1 2025, up from CNY 1,089,902,371.58 in Q1 2024[20]

证券代码：600989 证券简称：宝丰能源 公告编号：2025-015 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》有关规定和披露要求，现将宁夏宝丰能源集团股份有限公司（以下简称"公 司"）2025 年一季度主要经营数据披露如下： 一、主要产品产量、销量及收入情况 2025 年 1-3 月，公司实现营业收入 1,077,074.13 万元，其中主营业务收入 1,072,494.76 万元，其他业务收入 4,579.37 万元。构成公司主营业务收入的产品产销情况如下： 单位：万吨，万元 序号 主要品种 产量 销量 销售收入 1 聚乙烯 52.25 51.46 361,398.32 2 聚丙烯 50.14 49.15 320,532.49 3 EVA/LDPE 5.27 4.71 42,346.16 4 焦炭 170.99 169.87 183,337.56 5 纯苯 2.03 2.04 12,621.34 6 改质沥青 3.19 2.51 8,802.23 7 甲基叔丁基醚 2.55 2.79 14,455.25 8 其他 129,001.41 合计 1,072,494.7 ...

宝丰能源（600989）公告，2025年第一季度营收为107.71亿元，同比增长30.92%；净利润为24.37亿 元，同比增长71.49%。 ...

Investment Rating - The report suggests a focus on the compound fertilizer industry due to its increasing concentration and potential benefits from tariff responses against the US [4] Core Viewpoints - The chemical sector saw a slight increase of 0.31% in the third week of April, lagging behind the Shanghai Composite Index by 0.88 percentage points [12] - Key stocks that performed well include Hongbaoli (+55.21%), Lingpai Technology (+28.07%), and Hongqiang Co. (+24.25%) [12] - The report highlights the significant price increases in trichloroethylene (+16.28%) and WTI crude oil (+7.67%) [20] - The report emphasizes the potential growth of companies like Xinyangfeng in the compound fertilizer sector, Chenghe Technology benefiting from tariff responses, Baofeng Energy with increasing production capacity, and Huangma Technology as a leader in specialty surfactants [4] Industry Performance - The chemical sector's dynamic PE is reported at 23.28 times, lower than the average PE of 14.76 times since 2015 [12] - In the third week of April, 20 sub-industries within the chemical sector increased, while 11 decreased, with textile chemicals (+6.07%) and modified plastics (+4.8%) leading the gains [15] - The report notes significant fluctuations in product prices, with liquid chlorine experiencing a drastic drop of -62.28% [20][39] Price and Spread Trends - The report lists the top five products with the highest weekly price increases, including trichloroethylene (+16.28%) and WTI crude oil (+7.67%) [20] - It also highlights the top five products with the largest price spread increases, such as ethylene glycol (+1154%) and naphtha (+32.58%) [39] Inventory Changes - Notable inventory changes include polyester chips (+17.14%) and polyester filament (+14.11%) showing significant increases [60]

Group 1 - The Shanghai Composite Index opened lower but rose later, with the CSI 300 Chemical Index reported at 2022.67 points [1] - The CSI 300 Chemical Index has decreased by 11.64% over the past month, 9.12% over the past three months, and 8.64% year-to-date [1] - The CSI 300 Index is categorized into 11 primary industries, 35 secondary industries, over 90 tertiary industries, and more than 200 quaternary industries [1] Group 2 - The top ten weights in the CSI 300 Chemical Index are: Wanhua Chemical (23.47%), Salt Lake Industry (14.14%), Baofeng Energy (7.62%), Juhua Co. (7.3%), Hengli Petrochemical (7.28%), Hualu Hengsheng (6.99%), Longbai Group (6.23%), Zangge Mining (6.19%), Satellite Chemical (6.02%), and Rongsheng Petrochemical (5.53%) [1] - The market share of the CSI 300 Chemical Index is 57.05% from the Shanghai Stock Exchange and 42.95% from the Shenzhen Stock Exchange [1] Group 3 - In terms of industry composition, other chemical raw materials account for 38.28%, polyurethane for 23.47%, potassium fertilizer for 20.33%, fluorochemical for 7.30%, titanium dioxide for 6.23%, and organic silicon for 4.39% [2] - The index samples are adjusted every six months, with adjustments implemented on the next trading day after the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with temporary adjustments made when the CSI 300 Index samples are modified [2]

Group 1 - The A-share market's three major indices closed mixed, with the CSI 300 Chemical Index reported at 2019.69 points [1] - The CSI 300 Chemical Index has decreased by 12.44% over the past month, 9.26% over the past three months, and 8.77% year-to-date [1] - The CSI 300 Index is categorized into 11 primary industries, 35 secondary industries, over 90 tertiary industries, and more than 200 quaternary industries [1] Group 2 - The top ten weights in the CSI 300 Chemical Index are: Wanhua Chemical (23.46%), Salt Lake Industry (14.15%), Baofeng Energy (7.49%), Juhua Co. (7.38%), Hengli Petrochemical (7.29%), Hualu Hengsheng (7.0%), Longbai Group (6.23%), Cangge Mining (6.23%), Satellite Chemical (5.96%), and Rongsheng Petrochemical (5.51%) [1] - The market share of the CSI 300 Chemical Index is 57.10% from the Shanghai Stock Exchange and 42.90% from the Shenzhen Stock Exchange [1] Group 3 - In terms of industry composition, other chemical raw materials account for 38.08%, polyurethane for 23.46%, potassium fertilizer for 20.38%, fluorochemical for 7.38%, titanium dioxide for 6.23%, and organic silicon for 4.47% [2] - The index sample is adjusted every six months, with adjustments implemented on the next trading day after the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with temporary adjustments made when the CSI 300 Index samples are modified [2]

Group 1 - The core point of the news is the performance and holdings of the Jiao Yin State-Owned Enterprise Reform Flexible Allocation Mixed A Fund, which has a latest net value of 1.7329 yuan, showing a growth of 0.55% [1] - The fund's recent performance includes a -1.21% return over the past month, a 5.20% return over the past six months, and a 1.68% return year-to-date, with respective rankings of 609 out of 2325, 607 out of 2283, and 659 out of 2308 [1] - The fund's top ten stock holdings account for a total of 50.00%, with significant positions in companies such as SF Holding (9.81%), China Chemical (6.05%), and Kingsoft Office (5.89%) [1] Group 2 - The Jiao Yin State-Owned Enterprise Reform Flexible Allocation Mixed A Fund was established on June 10, 2015, and as of December 31, 2024, it has a total scale of 2.2 billion yuan [1] - The fund manager, Shen Nan, has been in the role since the fund's inception and has a background in finance, having worked as a senior analyst and assistant fund manager prior to his current position [2]