证券代码：601117 股票简称：中国化学 公告编号：临 2026-005 中国化学工程股份有限公司 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 担个别及连带责任。 现将公司 2025 年 1—12 月主要经营情况公布如下，供各位 投资者参阅。 一、 按业务类型统计 1 业务类型 数量 合同金额 建筑工程承包 2912 3889.85 其 中 化学工程 2481 3290.66 基础设施 389 522.06 环境治理 42 77.13 勘察设计监理咨询 1848 32.59 实业及新材料销售 105.78 现代服务业 7.74 其他 0.66 合计 4760 4036.62 单位：亿元 币种：人民币 二、 按地区分布统计 单位：亿元 币种：人民币 | 地区 | 合同金额 | | --- | --- | | 境内 | 2791.45 | | 境外 | 1245.17 | | 合计 | 4036.62 | 三、 重大合同列示 12 月，公司单笔合同额在人民币 5 亿元以上的重大合同主 要如下： 关于经营情况简报的公告 | 序号 | 单位 ...

中国化学公告称，公布2025年1-12月经营情况，按业务类型统计，合同金额合计4036.62亿元；按地区 分布统计，境内合同金额2791.45亿元，境外1245.17亿元。其中，建筑工程承包合同金额3889.85亿元。 12月，公司单笔合同额5亿元以上重大合同共17项，包括中国五环工程安哥拉索约化肥总承包项目（一 期），合同额约59.12亿元。以上数据为初步统计，与定期报告可能有差异。 ...

本次减持计划实施前，中国化学工程股份有限公司（以下简称"公司"）总经理助理聂宁新先生持有公司 股份240,000股，占公司总股份的0.0039%，上述股份均来源于公司股权激励计划。 本公司董事会、全体董事及相关股东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： ● 高级管理人员持股的基本情况 ■ ● 减持计划的实施结果情况 公司于2025年11月19日披露了《中国化学关于高级管理人员减持股份计划公告》，聂宁新先生计划通过 集中竞价方式减持其持有的部分公司股份，减持数量合计不超过60,000股。 近日，公司收到聂宁新先生通知，2025年12月24日至2026年1月20日，聂宁新先生通过集中竞价减持 60,000股，占公司总股份的0.00098%。本次减持计划已实施完毕。 一、减持主体减持前基本情况 ■ 上述减持主体无一致行动人。 二、减持计划的实施结果 (一)高级管理人员因以下事项披露减持计划实施结果： 减持计划实施完毕 (二)本次减持是否遵守相关法律法规、本所业务规则的规定 √是 □否 (三)本次实际减持情况与此前披露的减持计划、承 ...

Core Viewpoint - The report highlights the significant inflow of main capital into various stocks, with specific companies showing remarkable performance in terms of net capital inflow and stock price changes [1][2]. Group 1: Main Capital Inflow - A total of 88 stocks have experienced a net inflow of main capital for five consecutive days or more, indicating strong investor interest [1]. - Hangzhou Bank leads with 16 consecutive days of net inflow, followed by Yunnan Baiyao with 14 days [1]. - Midea Group has the highest total net inflow amounting to 1.582 billion yuan over seven days, while Hangzhou Bank follows closely with 1.489 billion yuan over 16 days [1]. Group 2: Performance Metrics - The stock with the highest net inflow ratio relative to trading volume is Fenglong Co., which has surged by 359.76% over the past 16 days [1]. - Other notable stocks include Guotai Junan Securities with a net inflow of 1.109 billion yuan over 11 days and China Ping An with 1.074 billion yuan over six days, although their stock prices have seen declines of 2.46% and 3.28% respectively [1]. - The report includes a detailed table of stocks with their respective net inflow amounts, inflow ratios, and cumulative price changes, providing a comprehensive overview of market trends [1][2].

格隆汇1月22日丨中国化学(601117.SH)公布，近日，公司收到公司总经理助理聂宁新先生通知，2025年 12月24日至2026年1月20日，聂宁新先生通过集中竞价减持6万股，占公司总股份的0.00098%。本次减 持计划已实施完毕。 ...

证券代码：601117 证券简称：中国化学 公告编号：2026-004 中国化学工程股份有限公司 近日，公司收到聂宁新先生通知，2025 年 12 月 24 日至 2026 年 1 月 20 日，聂宁新先生通过集中竞价减持 60,000 股，占公司 总股份的 0.00098%。本次减持计划已实施完毕。 | 股东名称 | 聂宁新 | | | --- | --- | --- | | 股东身份 | 控股股东、实控人及一致行动人 | □是 √否 | 一、减持主体减持前基本情况 关于高级管理人员减持股份结果公告 本公司董事会、全体董事及相关股东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： 高级管理人员持股的基本情况 本次减持计划实施前，中国化学工程股份有限公司（以下简 称"公司"）总经理助理聂宁新先生持有公司股份 240,000 股， 占公司总股份的 0.0039%，上述股份均来源于公司股权激励计划。 减持计划的实施结果情况 公司于 2025 年 11 月 19 日披露了《中国化学关于高级管理 人员减持股份计划公告》，聂宁新先生计划通过集 ...

2026.01. 21 本文字数：1324，阅读时长大约3分钟 作者 | 第一财经 陆如意 国资委网站近日披露了87家中央企业负责人的2024年薪酬信息，其中包括7家能源化工央企，分别 为中国石油天然气集团、中国石油化工集团、中国海洋石油集团、中国化学工程集团、中国中化集 团、国家管网集团和中煤集团。 央企负责人的税前薪酬收入由三部分组成，包括应付年薪，社会保险、企业年金、补充医疗保险及住 房公积金的单位缴存部分，以及其他货币收入（如补贴）。其中，应付年薪由国资委核定。 | 2024年 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 企业名称 | 重事长 | 应付年薪(万元) | | 社保年金等 (万元) | 其他货币性收入(万元) | 共计(万元) | | 中国石油天然气集团 | 戴厚良 | | 97.85 | 26.36 | 1.2(院士津贴) | 125.41 | | 中国石油化工集团 | 马永生 | | 93.55 | 23.76 | 1.2(院士津贴) | 118.51 | | 中国海洋石油集团 | 汪东进 | | 96.69 ...

主力资金呈现"弃高就低"特征，净流入化工板块85亿元、贵金属板块42亿元，重点加仓资源类及低估值顺周期标的，同时大幅撤离AI算力、商业航天板块 （分别净流出120亿元、78亿元）。北向资金逆势净买入58亿元，集中增持紫金矿业、山东黄金等资源股及消费、半导体板块。市场量能维持高位但结构分 化加剧，两融资金净流出320亿元撤离高估值科技股，资金向中特估权重及避险板块集结，体现对政策支撑与低估值品种的偏好。全市场下跌个股占比超六 成，成长股承压明显，反映资金分歧仍存且风险偏好有所回落。 二、首次涨停板的投资机会 1.中国化学（601117）：化工龙头企业，深度折价下估值修复空间显著 公司作为国内化工工程领域龙头，主营业务涵盖化工、石油化工、新型煤化工等工程建设，同时布局化工新材料生产业务，形成"工程+实业"双轮驱动格 局。受益于国内化工行业产能优化升级及海外工程订单放量，公司基本面稳健向好，营收及净利润保持稳步增长。1月20日该股涨停，收盘价8.79元，近五 日涨幅7.59%，属于低估值周期股估值修复行情。 | 代码 | 名称 | 收盘 | 涨跌幅 | 济安定价 | 偏离度 | 近五日涨8 | | --- | -- ...

Summary of Key Points from Conference Call Industry Overview - The conference call focuses on the construction and building materials industry in China, particularly in the context of carbon neutrality initiatives and the impact of carbon emission trading policies on the cement sector [1][2][3]. Core Insights and Arguments - **Green Energy and Engineering Companies**: Companies like China Electric Power Construction and China Energy Engineering are positioned to benefit from increased investment in the power grid and growing demand for technological upgrades from downstream clients [1][3]. - **Cement Industry Leaders**: Major cement companies, such as Conch Cement, are expected to benefit from investments in energy-saving and carbon reduction technologies, as well as policies aimed at reducing excess capacity [1][3]. - **Emerging Coal Chemical Sector**: The emerging coal chemical industry is seen as having significant growth potential, especially given the strategic importance of oil security in China. Companies like China Chemical and Donghua Technology are expected to benefit from this trend [1][4][5]. - **Carbon Emission Trading Market**: The national carbon emission trading market is experiencing a trend of increasing prices. Companies failing to meet advanced standards will incur additional production costs due to the need to purchase carbon credits [1][6]. - **Cost Impact of Carbon Credits**: By the end of 2025, the price of carbon credits is expected to reach 80 RMB per ton, with initial cost impacts on cement companies being relatively limited, estimated at less than 3 RMB per ton of clinker [1][8]. Additional Important Insights - **Policy Implementation Timeline**: Policies to limit overproduction in the cement industry are set to be implemented in Q1 2026, presenting a favorable time for investment as the competitive landscape is expected to be reshaped through long-term adjustments [2][11]. - **Market Performance Drivers**: The current strong performance of the construction and building materials sector is attributed to low valuations and catalysts such as increased investment in the power grid and rising demand for technological upgrades from clients [7]. - **Long-term Effects of Carbon Policies**: The carbon quota policy is a long-term process that will gradually lead to the exit of outdated production capacity. The implementation of short-term measures will create opportunities for industry consolidation starting in Q1 2026 [12][13]. - **Valuation and Investment Timing**: The cement industry is currently at a historical valuation low, making it an attractive investment opportunity. Companies like Conch Cement and others are trading below book value, indicating potential for price appreciation [11]. Conclusion - The construction and building materials industry in China is poised for significant changes driven by carbon neutrality policies and market dynamics. Key players in the green energy and cement sectors are well-positioned to capitalize on these trends, making this an opportune time for investment.

Group 1 - The core point of the article highlights the significant differences in profitability among four major state-owned enterprises (SOEs) under the State-owned Assets Supervision and Administration Commission (SASAC), with China Chemical achieving a net asset return rate of 6.46%, while China Energy Engineering only reached 2.66% [1] - China Chemical has the lowest financial leverage among the four SOEs, yet it leads in profitability efficiency, showcasing its strong technical moat [1] - China Electric Power Construction Corporation (China Electric) holds over half of the global hydropower construction rights and is a major player in wind power, with its satellite monitoring significant engineering projects across China [3] Group 2 - China Chemical's innovation includes producing a "fireproof suit" made of silicon-based aerogel for electric vehicles, which is in high demand from companies like Tesla and CATL [5] - China Energy Engineering has a substantial renewable energy base, with 20.28 million kilowatts of power stations, and is advancing in nuclear waste treatment technology [6] - China Nuclear Engineering is a leading nuclear power construction company, involved in high-profile projects like the ITER project in France and various domestic nuclear initiatives [8] Group 3 - Financial performance shows that China Chemical earns 6.46 per project, while China Electric earns 4.37, China Nuclear earns just over 3.30, and China Energy Engineering lags at 2.60 [10] - China Chemical's asset turnover rate is notably high, completing projects in half the time of its competitors due to modular construction techniques [12] - China Electric's order growth is at 19.7%, indicating a strong backlog of projects despite slower construction timelines [12] Group 4 - In the international market, China Electric secured a significant order for a power station in Indonesia, while China Chemical's project in Saudi Arabia has redefined cost structures in the region [15] - China Nuclear's projects, such as the Karachi nuclear power station, demonstrate its capability in high-stakes international contracts [15] - The financial details reveal that China Chemical has a high product quality rate of 98%, while China Electric is monetizing satellite data services [15]