智通财经4月11日电，中国化学(601117.SH)公告称，公司控股股东中国化学工程集团有限公司拟自公告 披露之日起12个月内，通过上海证券交易所系统允许的方式增持公司A股股份，增持总金额不低于人民 币3亿元，不超过人民币6亿元。本次增持计划不设定价格区间，资金来源为自有资金及自筹资金。本次 增持计划不会导致公司控股股东及实际控制人发生变化。 中国化学：控股股东拟3亿元-6亿元增持公司股份 ...

Core Insights - China Chemical Equipment Technology Company has achieved a significant breakthrough by signing contracts for cooling tower projects in Nigeria with two major energy companies, Kwale Genco FZE and Padah LNG FZE [1][2] - The projects include Nigeria's largest combined cycle gas power plant and a liquefied natural gas (LNG) production and export facility, showcasing the company's advanced energy-efficient cooling tower technology entering the African market [1] Project Details - The power project is backed by Kwale Genco FZE, a well-known local energy enterprise, and involves the provision of a complete set of energy-efficient cooling tower solutions [1] - The LNG project is led by Padah LNG FZE, focusing on the production and export of liquefied natural gas [1] Competitive Advantage - The contract signing process took one year, during which the company stood out through material innovation, energy-saving design, and customized solutions, successfully gaining recognition from the project owners [1] - The cooling tower technology will significantly enhance the energy efficiency of the plants, marking a key step in Nigeria's energy infrastructure upgrade [1] Strategic Importance - This collaboration aligns with the Belt and Road Initiative, facilitating a precise match between Chinese green technology and African energy needs, thus injecting new momentum into China-Africa cooperation [1] - The company has previously undertaken various general contracting projects across multiple sectors, including chemicals and biotechnology, establishing a strong market reputation and experience [2] - The successful implementation of these projects demonstrates the company's full industry chain service capability in the cooling tower sector [2]

证券代码：601117 股票简称：中国化学 公告编号：临 2025-007 中国化学工程股份有限公司 关于 3 月份经营数据增长情况的公告 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 担个别及连带责任。 2025 年 3 月公司新签合同额 597.90 亿元，同比增长 60.71%， 其中，国内合同额 547.14 亿元，境外合同额 50.76 亿元。 本月单笔合同额在人民币 5 亿元以上的重大合同如下： 1 | 序 号 | 单位名称 | 项目合同名称 | 合同金额 | | --- | --- | --- | --- | | | 中国化学工程 | 新疆中鑫环泰能源有限公司新疆中 鑫环泰 260万吨焦炭/年煤焦化多联 | | | 6 | 第三建设有限 | | 9.95 | | | 公司 | 产（焦化+化产深加工）项目采购、 | | | | | 施工（PC）工程总承包合同 | | | 7 | 中国天辰工程 | 埃及 10 万吨/年生物乙醇项目 EPC | 9.81 | | | 有限公司 | 总承包合同 | （折合人民币） | | 8 | ...

Investment Rating - The industry investment rating is "Recommended" (maintained) [1] Core Viewpoints - The chemical industry is expected to enter a replenishment cycle in 2025 due to several factors, including decreasing inventory levels, bottoming out of profits, and institutional holdings reaching a low point [8][30] - The supply-demand tension in phosphate rock is likely to continue, with a potential revaluation of its value, particularly focusing on the capacity expansion of Batian Co., Ltd [4][6] - The impact of the new round of tariffs imposed by the U.S. on Chinese chemical enterprises is expected to be limited, as the U.S. still needs to import a significant amount of chemical products from China [4] Summary by Sections Market Performance - The basic chemical sector showed a performance of 0.0% over the last month, 8.4% over the last three months, and 1.2% over the last year, compared to the CSI 300 index which had performances of -0.7%, 2.3%, and 8.2% respectively [2] Investment Suggestions - Focus on companies with low-cost expansion opportunities, such as Wanhu Chemical, and those in the tire and fertilizer sectors [8] - Highlight the potential for increased demand in phosphate fertilizers and lithium iron phosphate batteries, with ongoing projects in fine phosphate chemicals [4][6] - Emphasize high dividend yield opportunities in state-owned enterprises within the chemical sector, including China Petroleum and China National Offshore Oil Corporation [10] Key Company Tracking - Batian Co., Ltd. plans to expand its phosphate rock production capacity from 900,000 tons/year to 2 million tons/year, with additional projects underway [6] - The chemical industry is expected to benefit from rising prices in sulfuric acid, acrylic acid, and synthetic ammonia, with a focus on companies like Batian Co., Ltd. and others in the phosphate sector [7][9] Price Trends - As of April 3, 2025, the price of phosphate rock was 1,038 CNY/ton, with slight fluctuations in related fertilizer prices [19] - The Brent and WTI crude oil prices were reported at 66.06 and 62.32 USD/barrel, respectively, indicating a week-on-week decrease of approximately 9.98% and 9.73% [12]

Investment Rating - Industry rating is maintained at "Outperform the Market" [6] Core Viewpoints - The announcement of "reciprocal tariffs" by Trump has exceeded expectations, reinforcing the logic of domestic demand recovery. The focus is on infrastructure and key strategic industries like coal chemical investments, which are expected to receive policy support [2][21] - The construction index rose by 0.13% this week, outperforming the Shanghai and Shenzhen 300 index by 0.57 percentage points, with significant gains in small and mid-cap transformation stocks [1][31] - The first quarter of 2025 saw a significant increase in local government bond issuance, indicating potential for local investment release despite external demand pressures [4][21] Summary by Sections Section 1: Tariff Impact and Domestic Demand - Trump's new tariffs, including a 10% baseline tariff and higher rates for major trade deficit countries, are expected to suppress overseas and manufacturing investments while boosting domestic demand [2][14] - The previous trade friction period saw a decline in manufacturing and infrastructure investments, with real estate becoming a key contributor to economic stability [3][21] Section 2: Market Performance - The construction index's performance this week was driven by sectors such as professional engineering and building design, with notable stock gains from companies like Shanshui Bide and Zhongyan Dadi [1][31] Section 3: Investment Recommendations - Focus on infrastructure-related stocks, particularly in high-growth regions like Tibet and Xinjiang, and sectors benefiting from domestic demand recovery [21][28] - Coal chemical projects are expected to see significant investment, with recommendations for companies like Sanwei Chemical and China Chemical [28] - Companies with production layouts in North America or Mexico are likely to benefit, with recommendations including China Jushi and Puyang Refractories [28] Section 4: Fiscal Policy and Investment Opportunities - The first quarter of 2025 saw local government bond issuance reach approximately 2.84 trillion yuan, a year-on-year increase of about 80%, indicating a strong fiscal push for infrastructure investment [4][21] - The report emphasizes the importance of structural and regional characteristics in infrastructure investment, particularly in water conservancy and transportation sectors [38]

金融界2025年4月2日消息，国家知识产权局信息显示，中国化学赛鼎宁波工程有限公司申请一项名 为"一种利用回归分析推演的估算低压电缆截面及桥架的方法"的专利，公开号 CN 119740328 A，申请 日期为2024年12月。 来源：金融界 专利摘要显示，本发明提供了一种利用回归分析推演的估算低压电缆截面及桥架的方法，涉及低压电缆 选型与敷设设计技术领域，所述方法包括：确定低压电缆的目标敷设长度和目标总低压用电量；当所述 目标敷设长度低于第一敷设长度时，根据获取到的所述低压电缆的电缆截面和最大承载功率，构建第一 回归曲线；基于所述第一回归曲线，根据用电设备功率确定第一估算因子；根据所述第一估算因子和所 述目标总低压用电量确定所述低压电缆的等效截面；根据所述等效截面确定电缆敷设策略，其中，所述 敷设策略包括桥架数量和敷设率，用于提高低压电缆敷设设计的准确性。 天眼查资料显示，中国化学赛鼎宁波工程有限公司，成立于2002年，位于宁波市，是一家以从事专业技 术服务业为主的企业。企业注册资本25000万人民币，实缴资本15000万人民币。通过天眼查大数据分 析，中国化学赛鼎宁波工程有限公司共对外投资了1家企业，参与招 ...

据分析，由于企业可能在节前集中完成订单，春节假期导致生产与出口节奏放缓，进而影响出口环比表现。出口"量增价减"趋势延续，尤其是在国际市场 竞争加剧的背景下，企业可能通过降价策略争夺市场份额。2024年碳酸锂等原材料价格下行，传导至出口价格存在滞后性，企业可能通过降价清库存或提 前锁定低价订单，进一步压缩利润空间。 | 月份 | 2025年月度出口量 | 2024 年月度出口量 | 同比增长 | 环比增长 | | --- | --- | --- | --- | --- | | | (亿个) | (亿个) | | | | 1 | 3.62 | 3.53 | 2.5% | 3.1% | | 2 | 2.73 | 2.42 | 12.9% | -24.5% | | 合计 | 6.35 | 5.95 | 6.7% | | | 月份 | 2025年月度出口额(亿 | 2024年月度出口额(亿 | 同比增长 | 环比增长 | | --- | --- | --- | --- | --- | | | 美元) | 美元) | | | | 1 | 55.84 | 50.15 | 11.3% | -7.67% | | 2 | 41. ...

证券代码：601117 证券简称：中国化学 公告编号：2025-006 中国化学工程股份有限公司股东及董监高集中竞价 减持股份计划公告 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。 上述减持主体无一致行动人。 1 注：表中其他方式指公司 2022 年限制性股票激励计划授予股份。 重要内容提示： 董监高持股的基本情况 中国化学工程股份有限公司（以下简称"公司"）副总经理邓兆敬先生持有 公司股份 200,000 股，占公司总股本的 0.0033%。 集中竞价减持计划的主要内容： 自公告披露之日起 15 个交易日后的 3 个月内（根据法律法规禁止减持的期 间除外），邓兆敬先生拟通过集中竞价方式减持其所持公司股份不超过 50,000 股， 未超过其所持公司股份总数的 25%，减持价格按照减持实施时的市场价格确定。 一、集中竞价减持主体的基本情况 自公告披露之日起 15 个交易日后的 3 个月内（根据法律法规禁止减持的期 间除外），邓兆敬先生拟通过集中竞价方式减持其所持公司股份不超过 50,000 股， 未超过其所持公司股份 ...

证券代码：601117 股票简称：中国化学 公告编号：临 2025-005 单位：亿元 币种：人民币 | 地区 | 合同金额 | | --- | --- | | 境内 | 405.36 | | 境外 | 128.84 | | 合计 | 534.20 | 中国化学工程股份有限公司 三、 重大合同列示 关于经营情况简报的公告 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 担个别及连带责任。 现将公司 2025 年 1-2 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 384 514.70 其 中 化学工程 320 401.28 基础设施 59 103.19 环境治理 5 10.23 勘察设计监理咨询 165 3.26 实业及新材料销售 15.18 现代服务业 1.06 其他 0 合计 549 534.20 单位：亿元 币种：人民币 二、 按地区分布统计 以上经营数据为初步统计数据，与定期报告披露的数据可能 存在差异，仅供参考，特提醒投资者注意。 特此公告。 中国化学工程股份有 ...

Investment Rating - The report maintains a "Positive" investment rating for the industry [12] Core Viewpoints - The report emphasizes the importance of focusing on China Chemical's potential for valuation recovery due to its low valuation and strong business model [2][10] - China Chemical is identified as a high-quality central enterprise in construction, with a good commercial model and superior operational quality, which could lead to significant valuation recovery if multiple catalysts emerge [6][10] Summary by Sections Company Overview - China Chemical is recognized as a low-valuation, high-quality central enterprise in construction, with a strong business model and operational quality [6][10] - The company has a high overseas revenue proportion, expected to exceed 20% in the first half of 2024, providing better growth elasticity compared to traditional construction enterprises [6][8] Current Valuation - The company's current valuation is at 0.75x PB, which is considered low historically, influenced by market style shifts and weak economic expectations [7][10] - The report suggests that the current valuation and stock price are at a temporary bottom, providing a sufficient margin of safety [7] Potential Catalysts 1. **Chemical Industry Developments**: The successful industrialization of the butadiene-based adiponitrile project is expected to contribute positively to China Chemical's performance [8] 2. **Xinjiang Coal Chemical Projects**: Continued policy support for coal chemical development in Xinjiang is anticipated to accelerate investments, with China Chemical holding a significant market share [8] 3. **International Situation Changes**: The easing of the Russia-Ukraine conflict may benefit China Chemical's overseas operations, which account for a significant portion of its revenue [9] 4. **Market Value Management**: The report highlights the importance of market value management initiatives that could enhance investor sentiment and valuation recovery for China Chemical [9]