根据国家统计局数据显示：2025年8月中国煤油产量为556万吨，同比增长10.7%；2025年1-8月中国煤油 累计产量为3931.5万吨，累计增长3.4%。 2020-2025年1-8月中国煤油产量统计图 上市企业：镇海股份（603637），中国石化（600028） 相关报告：智研咨询发布的《2025-2031年中国煤油行业市场运行格局及产业前景研判报告》 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

证券之星消息，9月30日专业工程板块较上一交易日上涨2.21%，时空科技领涨。当日上证指数报收于 3882.78，上涨0.52%。深证成指报收于13526.51，上涨0.35%。专业工程板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 605178 | 时空科技 | 35.83 | 10.01% | 5.76万 | | 1.98 (Z | | 601618 | 中国中治 | 3.85 | 10.00% | 489.97万 | | 18.37亿 | | 605289 | 罗曼股份 | 72.99 | 6.11% | 7.26万 | | 5.26亿 | | 002541 | 鸿路钢构 | 19.14 | 5.40% | 9.44万 | | 1.78亿 | | 002564 | 天沃科技 | 9.37 | 4.69% | 39.59万 | | 3.65亿 | | 603959 | 百利科技 | 6.64 | 3.75% | 64.46万 | | 4.20亿 | | ...

Market Overview - On September 18, the professional engineering sector declined by 1.69%, with Sentai Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Stock Performance - Notable gainers included: - Roman Co., Ltd. (605289) with a closing price of 63.01, up 5.10% and a trading volume of 123,300 shares, totaling 770 million yuan [1] - Zhonghua Rock and Soil (002542) closed at 4.10, up 4.59% with a trading volume of 2,272,200 shares, totaling 927 million yuan [1] - Major decliners included: - Sentai Co., Ltd. (603098) closed at 15.04, down 6.00% with a trading volume of 216,000 shares, totaling 330 million yuan [2] - Town Hai Co., Ltd. (603637) closed at 12.57, down 4.63% with a trading volume of 252,300 shares, totaling 321 million yuan [2] Capital Flow - The professional engineering sector experienced a net outflow of 139 million yuan from institutional investors, while retail investors saw a net inflow of 120 million yuan [2] - The overall capital flow for key stocks showed: - Roman Co., Ltd. had a net inflow of 1.05 billion yuan from institutional investors, but a net outflow from retail investors [3] - Zhonghua Rock and Soil had a net inflow of 55.59 million yuan from institutional investors [3]

Market Overview - On September 17, the professional engineering sector rose by 0.13% compared to the previous trading day, with Zhenhai Co. leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Top Gainers in Professional Engineering Sector - Zhenhai Co. (603637) closed at 13.18, up 10.02% with a trading volume of 219,500 shares and a turnover of 282 million yuan [1] - Shikong Technology (605178) also rose by 10.02%, closing at 28.67 with a turnover of 353 million yuan [1] - Roman Co. (605289) increased by 10.00%, closing at 59.95 with a turnover of 465 million yuan [1] - Other notable gainers include Sen Te Co. (603098) up 4.03% and Baoli Technology (603959) up 3.23% [1] Market Capital Flow - The professional engineering sector experienced a net outflow of 316 million yuan from institutional investors, while retail investors saw a net inflow of 247 million yuan [2] - Speculative funds had a net inflow of 68.36 million yuan [2] Individual Stock Capital Flow - Sen Te Co. (603098) had a net outflow of 58.52 million yuan from institutional investors, while retail investors had a net outflow of 62.50 million yuan [3] - Roman Co. (605289) saw a net inflow of 56.65 million yuan from institutional investors, but a net outflow of 68.12 million yuan from retail investors [3] - Zhenhai Co. (603637) had a net inflow of 43.36 million yuan from institutional investors, with retail investors also experiencing a net outflow [3]

Market Performance - On August 28, the professional engineering sector rose by 0.85% compared to the previous trading day, with Zhenhai Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] Individual Stock Performance - Zhenhai Co., Ltd. (603637) closed at 11.78, with a gain of 7.97% and a trading volume of 274,900 shares, amounting to a transaction value of 318 million yuan [1] - Other notable performers included: - ShenlvdA (000032) at 27.93, up 7.01%, with a trading volume of 1,030,200 shares [1] - Tianwo Technology (002564) at 8.35, up 6.51%, with a trading volume of 667,000 shares [1] - Shenghui Integration (603163) at 40.50, up 6.02%, with a trading volume of 81,100 shares [1] Capital Flow Analysis - The professional engineering sector experienced a net outflow of 229 million yuan from institutional investors, while retail investors saw a net inflow of 154 million yuan [2] - Notable capital flows included: - Deep Sanda A (000032) with a net inflow of 206 million yuan from institutional investors [3] - Tianwo Technology (002564) with a net inflow of 25 million yuan from institutional investors [3] - Precision Steel Structure (600496) with a net inflow of 724,680 yuan from institutional investors [3]

证券代码：603637 证券简称：镇海股份 公告编号：2025-028 镇海石化工程股份有限公司 关于 2025 年半年度业绩说明会召开情况的公告 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法律责任。 镇海石化工程股份有限公司（以下简称"公司"）于 2025 年 8 月 26 日下午 15:00-16:00 通过上海证券交易所上证路演中心以网络互动方式召开"镇海石化 工程股份有限公司 2025 年半年度业绩说明会"。关于本次说明会的召开事项， 公司已于 2025 年 8 月 16 日在上海证券交易所网站(www.sse.com.cn)披露了《镇 海石化工程股份有限公司关于召开 2025 年半年度业绩说明会的预告公告》（公 告编号：2025-027）。 现将本次说明会召开情况公告如下： 一、本次说明会召开情况 升改造工程设计一标段、中石化宁波新材料研究院项目（二期）工程设计、九江 分公司 150 万吨/年芳烃及炼油配套改造项目硫磺回收装置工程详细设计、燕山 石化炼油厂 3 #三废装置流程优化项目一标段、中海炼化舟山石化技改项目设计服 ...

Financial Performance - The company reported total revenue of 171 million yuan for the first half of 2025, a decrease of 14.76% year-on-year [1] - The net profit attributable to shareholders was 25.96 million yuan, down 30.42% compared to the previous year [1] - The gross margin was 26.49%, a decline of 6.65% year-on-year, while the net margin was 15.21%, down 18.37% [1] - The company’s accounts receivable reached 118.39% of the net profit, indicating a significant amount of receivables relative to earnings [7] Cash Flow and Financial Ratios - Operating cash flow improved by 95% due to better collection efficiency on project payments [4] - The company’s return on invested capital (ROIC) was 7.61%, which is considered average [5] - The company’s total liabilities and financial health indicators suggest a strong cash position [6] Industry Context - The petrochemical industry is crucial for the national economy, characterized by long supply chains and high capital intensity [8] - Investment in the chemical raw materials and products manufacturing sector grew by 8.6% year-on-year, while the oil and gas extraction sector saw a decline of 1.8% [9] - The industry is undergoing a transformation towards green and smart technologies, with a focus on high-quality development [8] Competitive Position - The company has a strong brand reputation and technical expertise in the petrochemical engineering sector, focusing on differentiated competition [11] - It operates in a strategic location in the Yangtze River Delta, a key area for the petrochemical industry in China [11] - The company has a robust order backlog, with contracts worth 277 million yuan yet to be fulfilled [12] Future Outlook - The company aims to maintain its existing business while exploring new opportunities in coal chemical projects and overseas markets [13][16] - The strategic focus includes enhancing operational quality and efficiency, with a dual approach of industrial operations and capital management [17]

Core Viewpoint - The report highlights the financial performance and operational challenges faced by Zhenhai Petrochemical Engineering Co., Ltd. in the first half of 2025, indicating a decline in revenue and profit due to various market pressures and strategic shifts in the petrochemical industry [1][2]. Company Overview and Financial Indicators - Zhenhai Petrochemical Engineering Co., Ltd. reported a total revenue of approximately 170.60 million yuan, a decrease of 14.76% compared to the same period last year [2]. - The total profit for the period was approximately 29.05 million yuan, down 31.67% year-on-year [2]. - The net profit attributable to shareholders was approximately 25.96 million yuan, reflecting a 30.42% decline compared to the previous year [2]. - The company's total assets decreased by 5.21% to approximately 1.31 billion yuan, while net assets decreased by 2.12% to approximately 1.01 billion yuan [2]. Industry Position and Business Model - The company specializes in the petrochemical engineering sector, providing comprehensive services from project planning to operational support, with a focus on EPC (Engineering, Procurement, and Construction) contracts [3][4]. - Zhenhai Petrochemical competes with major state-owned enterprises in the industry, leveraging its expertise in environmental protection and technology upgrades to differentiate itself [5][6]. - The company has established a strong brand image and technical capabilities, which are critical for maintaining its competitive edge in the market [6][7]. Market Dynamics and Performance Drivers - The performance of the company is closely tied to market demand in the petrochemical sector, which is influenced by the overall economic conditions and the industry's cyclical nature [7][8]. - The transition of the petrochemical industry from "scale expansion" to "quality improvement" is reshaping market demand and creating opportunities for companies that can innovate and adapt [8][9]. - The company's revenue is primarily driven by its engineering services, which are essential during periods of high demand in the petrochemical sector [7][8]. Strategic Initiatives and Future Outlook - The company is focusing on enhancing its service offerings in high-value sectors such as fine chemicals and new materials, aiming to create a second growth curve [17][18]. - Zhenhai Petrochemical is actively pursuing strategic partnerships and collaborations to drive innovation and improve operational efficiency [15][16]. - The company plans to leverage digital transformation and advanced technologies to enhance its service capabilities and respond to the evolving market landscape [20].

致行动人关系。公司未知上述其他股东是否存在关联关 系，也未知是否属于《上市公司收购管理办法》规定的 | 周宇光 | 境内自然人 | 3.96 | 9,461,529 | 0 | 未知 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 范其海 | 境内自然人 | 2.02 | 4,810,552 | 0 | 无 | | | | 翁巍 | 境内自然人 | 1.60 | 3,810,712 | 0 | 无 | | | | 赵立渭 | 境内自然人 | 1.56 | 3,732,319 | 0 | 无 | | | | 范晓梅 | 境内自然人 | 1.12 | 2,680,054 | 0 | 无 | | | | 何乾生 | 境内自然人 | 0.78 | 1,851,876 | 0 | 未知 | | | | 吴国勤 | 境内自然人 | 0.73 | 1,749,515 | 0 | 无 | | | | 东昌工业（临海）有限公司 | 境内非国有法人 | | 0.71 | 1,700,000 | | 0 | 未知 | | | 上述股东关联关系或一致行动的说明 | ...

证券日报网讯 8月21日晚间，镇海股份发布公告称，2025年半年度公司实现营业收入170，601，224.15 元；归属于上市公司股东的净利润为25，956，102.98元。 （文章来源：证券日报） ...