证券日报网讯 2月26日，镇海股份在互动平台回答投资者提问时表示，截至2026年2月13日，公司股东 总户数为11174户。 （文章来源：证券日报） ...

Group 1 - The company has approved the establishment of a subsidiary in Guangdong Province, specifically in Maoming City, during the board meeting held on January 9, 2026 [1] - The subsidiary has completed its business registration and obtained a business license from the Maoming Market Supervision Administration [2] - The subsidiary is named "Zhenhai Petrochemical Engineering Co., Ltd. Guangdong Branch" and was officially established on February 12, 2026 [2] Group 2 - The subsidiary's business scope includes industrial engineering design services, engineering management services, technology consulting, and various sales activities related to machinery and chemical products [2] - The subsidiary is classified as a joint-stock company branch and is involved in both general and licensed business activities [2] - The responsible person for the subsidiary is Dong Haofeng [2]

证券代码：603637 证券简称：镇海股份 公告编号：2026-002 镇海石化工程股份有限公司 关于设立广东分公司的进展公告 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。 一、拟设立分公司的基本情况 镇海石化工程股份有限公司(以下简称"本公司")于 2026 年 1 月 9 日召开 第六届董事会第四次会议，审议通过了《关于设立镇海石化工程股份有限公司广 东分公司的议案》，同意公司在广东省茂名市设立分公司，具体详见公司于 2026 年 1 月 10 日披露于上海证券交易所网站（www.sse.com.cn）的《关于公司设立 广东分公司的公告》（公告编号：2026-001）。 二、设立分公司进展情况 一般经营项目：工业工程设计服务；工程和技术研究和试验发展；技术服务、 技术开发、技术咨询、技术交流、技术转让、技术推广；工程管理服务；工程造 价咨询业务；招标代理；对外承包工程；软件开发；工程技术服务（规划管理、 勘察、设计、监理除外）；新材料技术研发，新材料技术推广服务；信息技术咨 询服务; 节能管理服务；货物进出口；技术进出口 ...

Core Viewpoint - The company holds a cautiously optimistic outlook for its development in 2026, focusing on consolidating its main business, expanding into new energy materials, and optimizing operations [1] Business Performance - For the period of January to September 2025, the company's operating revenue was 295 million, a decrease of 9.96% year-on-year [2] - The net profit attributable to the parent company was approximately 51.69 million, reflecting a year-on-year decrease of 8.00% [2] - Future performance may be influenced by the execution of orders and the progress of market expansion [2] Strategic Initiatives - As of June 2025, the company has signed unfulfilled orders amounting to approximately 420 million [1] - The company is actively expanding into the coal chemical project market in regions such as Xinjiang and Inner Mongolia and has won relevant framework agreements [1] - The company plans to appropriately formulate an equity incentive plan [1]

Group 1 - The company, Zhenhai Co., stated that as of January 30, 2026, the total number of shareholders is 11,685 [2]

Group 1 - The professional engineering sector increased by 0.51% on January 26, with Tongguan Mining Construction leading the gains [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] - Key stocks in the professional engineering sector showed significant price movements, with Tongguan Mining Construction rising by 15.71% to a closing price of 24.82 [1] Group 2 - The professional engineering sector experienced a net outflow of 468 million yuan from institutional investors, while retail investors saw a net inflow of 254 million yuan [2] - Major stocks like Huadian Technology and Tongguan Mining Construction had varying net inflows and outflows from different investor types, indicating mixed investor sentiment [3] - The data shows that retail investors contributed positively to the net inflow, contrasting with the outflows from institutional and speculative investors [2][3]

Group 1 - The core viewpoint of the news is that Zhenhai Co., Ltd. has seen a significant increase in its stock price, rising 6% on January 26, with a total market value of 3.16 billion yuan and a cumulative increase of 11.82% over six consecutive days [1] - Zhenhai Co., Ltd. is based in Ningbo, Zhejiang Province, and was established on June 30, 1994. It went public on February 8, 2017. The company provides a one-stop solution for clients, covering planning consultation, design, procurement, construction management, commissioning, settlement review, and operational services [1] - The main business revenue composition of Zhenhai Co., Ltd. includes 72.77% from general contracting, 18.48% from engineering design, 8.39% from other businesses, and 0.36% from supplementary services [1] Group 2 - From the perspective of fund holdings, Dongcai Fund has one fund heavily invested in Zhenhai Co., Ltd. The Dongcai Quantitative Selected Mixed A Fund (009840) held 42,800 shares in the fourth quarter, accounting for 0.41% of the fund's net value, ranking as the sixth largest holding [2] - The Dongcai Quantitative Selected Mixed A Fund (009840) was established on July 29, 2020, with a latest scale of 77.6499 million yuan. It has achieved a return of 10.84% this year, ranking 1812 out of 9003 in its category, and a return of 24.57% over the past year, ranking 5083 out of 8185 [2] - The fund manager of Dongcai Quantitative Selected Mixed A Fund is Yang Luwei, who has been in the position for 4 years and 318 days. The total asset scale of the fund is 2.01 billion yuan, with the best return during his tenure being 157.19% and the worst being -41.49% [3]

Core Viewpoint - The company, Zhenhai Co., is focusing on the petrochemical engineering sector, leveraging its expertise in refining and chemical engineering to meet diverse client needs and market stages, with a stable revenue model and growth potential in new materials and fine chemicals [1][2][3]. Company Overview - Zhenhai Co. reported a stock price increase of 10.04% to 12.49 CNY as of January 23, 2026, with a total market capitalization of 2.981 billion CNY, ranking 36th in the professional engineering sector [1]. - The company maintains an annual revenue of approximately 500 million CNY, reflecting a stable state aligned with market demand and a team of around 400 employees [2][5]. Market Strategy - The company emphasizes the potential of the coal chemical market in regions like Xinjiang and Inner Mongolia, adopting a strategy of "active tracking, selective participation, localized service, and steady advancement" [2][5]. - A new branch in Guangdong has been established to enhance local service capabilities and respond to market opportunities in the South China petrochemical sector [4][5]. Competitive Landscape - The industry is characterized by a clear tiered competition structure, with major state-owned enterprises in the first tier, Zhenhai Co. in the second tier, and smaller design institutes in the third tier [3]. - The company aims for differentiated competition by leveraging its technical expertise and project experience to enhance comprehensive solution capabilities [3]. Future Growth Directions - Future growth will focus on consolidating the existing business base, cultivating new growth drivers, and optimizing operational efficiency, particularly in sulfur recovery, hydrogenation technology, and new chemical materials [3][4]. - The company is also investing in digital design platforms to improve execution efficiency and monitor costs dynamically in response to raw material price fluctuations [3][4][6]. Research and Development - Zhenhai Co. is committed to a transformation towards "specialization, high-end, intelligence, and low carbon," with successful innovations in various chemical processes and ongoing development of digital platforms [4][6]. - The company collaborates with research institutions to create a full-chain innovation system, focusing on optimizing refining processes and developing high-end new materials [6]. Talent Management - The company prioritizes talent retention and is exploring stock incentive plans to motivate core teams and retain key personnel, aiming to enhance cohesion and attract local talent [5][6].

Core Viewpoint - The company emphasizes the importance of talent as its most valuable asset and aims to establish a scientific, fair, and sustainable incentive mechanism to enhance team cohesion and retain key personnel [2] Talent Incentive Mechanism - The company acknowledges the need for improvement in matching the "more work, more pay; capable individuals earn more" compensation philosophy [2] - Equity incentives are identified as a crucial direction for enhancing the incentive mechanism, allowing core technical staff and management to share in the company's growth [2] Implementation Plans - The company plans to explore and develop an equity incentive scheme, considering market conditions, operational development plans, and regulatory requirements before launching a specific plan [2] - The company commits to fulfilling information disclosure obligations regarding the equity incentive plan [2] Additional Incentive Policies - The company employs various multidimensional incentive policies to maintain team vitality, including a performance-linked compensation system, comprehensive performance evaluation and promotion pathways, and a mentorship program for talent development [2] - The introduction of equity incentives is seen as a significant component of the overall talent incentive system, aimed at motivating a younger management team and core employees [2]

证券日报网1月23日讯 ，镇海股份在接受调研者提问时表示，公司作为石化工程领域的技术与服务提供 商，在炼油与化工两大业务方向上服务于不同的客户需求与市场阶段，共同构成公司整体业务布局。从 业务模式与盈利能力看，炼油工程业务是公司长期积累的优势领域，项目执行经验丰富，与国内主要大 型炼化企业建立了稳定的合作关系，该板块为公司提供了持续可靠的收入来源。化工工程业务（尤其在 新材料与精细化工方向）近年来保持较快的拓展态势，项目涉及的技术集成度与附加值普遍较高，是公 司培育新业务增长点、推动技术服务升级的重要领域。从客户结构看，炼油工程业务的客户以大型国有 炼化企业为主，合作关系较为集中和长期；化工工程业务的客户分布则更为广泛，涵盖国有企业、优质 民营企业等多种类型，有利于公司拓展更丰富的市场资源与项目机会。公司始终致力于炼化一体化工程 技术的协同发展，在巩固传统炼油工程市场的同时，积极把握化工高端化、精细化带来的市场机遇，不 断提升综合技术服务能力，以支持公司长期稳健发展。 （文章来源：证券日报） ...