阿科力公告，2025年上半年营业收入2.14亿元，同比下降11.63%。归属于上市公司股东的净利润-531.12 万元，上年同期为盈利198.29万元。 ...

Investment Rating - The industry investment rating is "Overweight" [1] Core Insights - The chemical sector's overall performance ranked 15th this week, with a change of 2.86%, underperforming the Shanghai Composite Index by 0.63 percentage points and the ChiNext Index by 3.00 percentage points [4][22] - The chemical industry is expected to continue its trend of differentiated performance in 2025, with recommendations to focus on synthetic biology, pesticides, chromatography media, sweeteners, vitamins, light hydrocarbon chemicals, COC polymers, and MDI [4] Industry Performance - The chemical sector's performance for the week of August 18-22, 2025, showed a 2.86% increase, while the Shanghai Composite Index increased by 3.49% and the ChiNext Index by 5.85% [4][22] - The top three performing sub-sectors were other rubber products (8.53%), polyurethane (6.34%), and titanium dioxide (5.69%), while the bottom three were synthetic resin (-1.67%), carbon black (-1.00%), and other plastic products (-0.34%) [23][22] Key Industry Dynamics - South Korea plans to cut naphtha cracking capacity by 25%, affecting 2.7 to 3.7 million tons based on an annual capacity of 14.7 million tons, as part of efforts to restructure its petrochemical industry [35] - The Ministry of Industry and Information Technology of China held a meeting to regulate the photovoltaic industry, emphasizing the importance of maintaining a healthy competitive environment [35] Recommended Focus Areas - Synthetic biology is highlighted as a key area for growth, with traditional chemical companies needing to adapt to energy costs and carbon taxes [4] - The third-generation refrigerants are expected to enter a high-growth cycle due to supply constraints and increasing demand from markets like Southeast Asia [5] - The electronic specialty gases market presents significant opportunities for domestic companies due to high technical barriers and increasing demand from semiconductor and photovoltaic sectors [6][8] - Light hydrocarbon chemicals are becoming a global trend, with a shift towards lighter raw materials for ethylene production [8] - The COC polymer industry is accelerating its domestic industrialization process, driven by supply chain security concerns [9] - Potash fertilizer prices are expected to rebound as major producers reduce output and demand increases from farmers [10] - The MDI market is characterized by oligopoly, with a favorable supply structure anticipated as demand recovers [12]

Group 1 - The acrylic acid concept index increased by 1.71%, ranking 8th among concept sectors, with 10 stocks rising, including AkzoNobel hitting the daily limit, Wanhua Chemical, Satellite Chemical, and Xingye Co., which rose by 4.06%, 4.01%, and 3.57% respectively [1] - The main capital outflow from the acrylic acid concept sector was 117 million yuan, with 8 stocks experiencing net inflows, and 5 stocks seeing net inflows exceeding 10 million yuan, led by Wanhua Chemical with a net inflow of 313 million yuan [2][3] - The net inflow ratios for leading stocks in the acrylic acid sector were 9.14% for Shenyang Chemical, 8.22% for AkzoNobel, and 6.12% for Wanhua Chemical [3] Group 2 - The stocks with the largest declines included Tianlong Group, Guoen Co., and Shuangxiang Co., which fell by 3.34%, 2.68%, and 0.92% respectively [1][4] - The trading volume and turnover rates for leading stocks in the acrylic acid sector showed significant activity, with Wanhua Chemical having a turnover rate of 2.51% and a trading volume of 313.13 million yuan [3]

Group 1 - The chemical products sector increased by 0.71% on August 21, with Feilu Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3771.1, up 0.13%, while the Shenzhen Component Index closed at 11919.76, down 0.06% [1] - Notable gainers in the chemical products sector included Feilu Co., Ltd. with a closing price of 12.85, up 10.40%, and Boyuan Co., Ltd. with a closing price of 44.84, up 10.25% [1] Group 2 - The chemical products sector experienced a net outflow of 449 million yuan from institutional funds, while retail investors saw a net inflow of 500 million yuan [2] - The top individual stock performers in terms of net inflow included Wanhua Chemical with a net inflow of 4.24 billion yuan, while retail investors showed significant outflows in several stocks [3] - The overall trading volume and turnover in the chemical products sector reflected mixed investor sentiment, with some stocks experiencing substantial declines [2][3]

格隆汇8月21日｜A股市场化工股强势，其中，杭州高新（维权）20CM涨停，江天化学涨超13%，中核 钛白（维权）、道恩股份、长鸿高科、美邦股份、阿科力10CM涨停，飞鹿股份涨超9%，博源化工、扬 农化工涨超6%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 300478 | 杭州高新 | 1 | 19.98 | 25.03亿 | 119.31 | | 300927 | 江天化学 | | 13.78 | 47.55 Z | 100.62 | | 002145 | 中核钛白 | 1 | 10.11 | 187亿 | 16.14 | | 002838 | 道恩股份 | 1 | 10.02 | 124亿 | 121.65 | | 605008 | 长湾高科 | 1 | 10.00 | 103亿 | 33.58 | | 605033 | 美邦股份 | 来 | 10.00 | 32.14亿 | 98.54 | | 603722 | 阿科力 | 兼 | 9.99 | 51.30亿 | 27.96 | | 300 ...

Group 1 - The acrylic acid concept sector increased by 2.56%, ranking fifth among concept sectors, with 13 stocks rising, including Xingye Co., which hit the daily limit [1] - Notable stock performances within the acrylic acid sector include Bohai Chemical, Akerley, and Guoen Co., which rose by 6.42%, 4.84%, and 4.10% respectively [1] Group 2 - The acrylic acid concept sector saw a net inflow of 231 million yuan from main funds, with 10 stocks receiving net inflows, and 7 stocks exceeding 10 million yuan in net inflows [2] - Xingye Co. led the net inflow with 105 million yuan, followed by Tianlong Group, Bohai Chemical, and Satellite Chemical with net inflows of 75.79 million yuan, 35.55 million yuan, and 20.25 million yuan respectively [2] Group 3 - In terms of fund inflow ratios, Xingye Co., Bohai Chemical, and Hongqiang Co. had the highest net inflow rates at 38.39%, 13.27%, and 8.28% respectively [3] - The acrylic acid concept fund inflow rankings show that Xingye Co. had a daily increase of 10.02% with a turnover rate of 6.04%, while Tianlong Group and Bohai Chemical had increases of 1.70% and 6.42% respectively [3][4]

（文章来源：证券日报） 证券日报网讯 8月12日晚间，阿科力发布公告称，公司近日取得无锡市数据局颁发的危险化学品安全使 用许可证。 ...

无锡阿科力科技股份有限公司（以下简称："公司"）近日取得由无锡市数 据局颁发的危险化学品安全使用许可证，主要内容如下： 编号：苏（锡）安危化使字 B00030 号 证券代码：603722 证券简称：阿科力 公告编号：2025-062 无锡阿科力科技股份有限公司 关于取得危险化学品安全使用许可证的公告 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。 许可范围：氨（2625 吨/年）、环氧丙烷（10050 吨/年）、乙烯（3750 吨/年） 其中：氨（1000 吨/年）、环氧丙烷（3200 吨/年）***（无锡市锡山区东港 镇民祥路 29 号新材料产业园内） 氨（1625 吨/年）、环氧丙烷（6850 吨/年）、乙烯（3750 吨/年）*** (无锡 市锡山区东港镇青园路 2 号新材料产业园内) 有效期限：2025 年 8 月 8 日至 2028 年 8 月 7 日 特此公告！ 无锡阿科力科技股份有限公司 企业名称：无锡阿科力科技股份有限公司 注册地址：无锡市锡山区东港镇新材料产业园 主要负责人：朱学军 经济类型：股份有限公司 董 ...

格隆汇8月12日丨阿科力(603722.SH)公布，公司近日取得由无锡市数据局颁发的危险化学品安全使用许 可证，主要内容如下： 有效期限：2025年8月8日至2028年8月7日。 许可范围：氨（2625吨/年）、环氧丙烷（10050吨/年）、乙烯（3750吨/年）其中：氨（1000吨/年）、 环氧丙烷（3200吨/年）***（无锡市锡山区东港镇民祥路29号新材料产业园内）氨（1625吨/年）、环 氧丙烷（6850吨/年）、乙烯（3750吨/年）***(无锡市锡山区东港镇青园路2号新材料产业园内) 编号：苏（锡）安危化使字B00030号 ...

人民财讯8月12日电，阿科力（603722）8月12日晚间公告，公司近日取得由无锡市数据局颁发的危险化 学品安全使用许可证，许可范围为氨(2625吨/年)、环氧丙烷(10050吨/年)、乙烯(3750吨/年)。 ...