青岛康普顿科技股份有限公司2025 年半年度报告 公司代码：603798 公司简称：康普顿 青岛康普顿科技股份有限公司 2025 年半年度报告 1 / 118 青岛康普顿科技股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不 存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人朱磊、主管会计工作负责人吕顺及会计机构负责人（会计主管人员）兰英声明： 保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 报告期，公司不进行利润分配及资本公积转增股本。 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告对未来国内外经济走势、行业、市场的判断和宏观政策的解读，具有部分的主观性和一些 基于特定前置条件而作出的预见性陈述，相关判断和解读可能受到市场需求、政策调整等制约因 素影响而产生变化，最终结果或趋势存在与这些预见性陈述出现差异的可能性。 本报告中所涉及的未来计划、发展战略等前瞻性陈述，不 ...

| 产品名称 | 2025 年 | 2024 年 | 变动幅度 | | --- | --- | --- | --- | | | 第二季度价格 | 第二季度价格 | | | 车用润滑油 | 15,957 | 13,919 | 14.6% | | 工业润滑油 | 10,153 | 10,463 | -3.0% | | 防冻液 | 4,771 | 4,891 | -2.4% | | 尾气处理液 | 932 | 1,144 | -18.6% | 证券代码：603798 证券简称：康普顿 公告编号：2025-037 青岛康普顿科技股份有限公司 2025年第二季度主要经营数据公告 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。 根据上海证券交易所《上市公司行业信息披露指引第十八号—化工》有关规 定和披露要求，公司 2025 年第二季度主要经营数据如下： （二）2025 年第二季度主要产品销售价格变动情况 单位：元/吨 （四）其他对公司生产经营具有重大影响的事项 本季度未发生对公司生产经营具有重大影响的其他事项。以上经营数据信息 来源 ...

青岛康普顿科技股份有限公司 2025年半年度业绩说明会预告公告 证券代码：603798 证券简称：康普顿 公告编号：2025-038 二、说明会召开的时间、地点和方式 会议召开时间：2025 年 09 月 05 日（星期五）15:00-16:00 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。 会议召开时间：2025 年 09 月 05 日（星期五）15:00-16:00 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：网络互动方式 会 议 问 题 征 集 ： 投 资 者 可 于 2025 年 09 月 05 日 前 访 问 网 址 https://eseb.cn/1r36Uy16b4Y 或使用微信扫描下方小程序码进行会前提 问，公司将通过本次业绩说明会，在信息披露允许范围内就投资者普遍 关注的问题进行回答。 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：网络互动方式 三、参加人员 重要内容提示： 一、说明会类型 青岛康普顿科技股份有限公司（以下简称"公司"）已于 2025 ...

| | 提名委员会 | | | | --- | --- | --- | --- | | | 成员 | | 主任委员 | | 调整前 | 刘惠荣、孙建强、谷小丰、王 强、焦广宇 | | 刘惠荣 | | 调整后 | 刘惠荣、柴恩旺、孙建强、焦广宇、邢 | 辉 | 刘惠荣 | 青岛康普顿科技股份有限公司 关于调整第五届董事会提名委员会、薪酬与考核委员会 人员组成的公告 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。 青岛康普顿科技股份有限公司（以下简称"公司"）于 2025 年 8 月 29 日召 开的第五届董事会第十八次会议审议通过了《青岛康普顿科技股份有限公司补选 提名委员会委员的议案》、《青岛康普顿科技股份有限公司补选薪酬与考核委员 会委员的议案》。 选举邢辉先生为公司第五届董事会提名委员会委员及第五届董事会薪酬与 考核委员会委员。公司第五届董事会提名委员会、薪酬与考核委员会最新人员组 成如下： 证券代码：603798 证券简称：康普顿 公告编号： 2025-036 | | 薪酬与考核委员会 | | | | | --- ...

康普顿公告，2025年上半年营业收入5.75亿元，同比下降4.95%。净利润5373.43万元，同比增长 16.91%。 ...

Group 1 - The petrochemical sector is experiencing an upward trend, with companies like Compton, Tongkun Co., and Xin Fengming leading the gains [1] - Everbright Securities highlights that despite geopolitical uncertainties, the medium to long-term oil supply and demand dynamics remain favorable, maintaining a positive outlook on "three major oil companies" and the oil service sector [1] - The recovery of the macro economy is boosting chemical demand, and long-term capacity elimination in chemical products is beneficial for leading enterprises, with a positive outlook on large refining, coal chemical, and ethylene profitability [1] Group 2 - Minsheng Securities notes the emergence of "anti-involution" policies in the petrochemical industry, recommending a focus on industry leaders with strong performance stability and consistent high dividends [1] - Oil prices are expected to have a floor, leading to high earnings certainty for oil companies, combined with high dividend characteristics, which may enhance valuations; attention is advised on companies with sustained production growth and low cost [1] - Domestic policies encourage oil and gas reserve increases and production, suggesting a focus on companies in the growth phase of production [1]

Market Overview - The Shanghai Composite Index fell by 0.02% on August 19, with 18 out of the 28 sectors rising, led by the comprehensive and communication sectors, which increased by 3.48% and 1.87% respectively [1] - The non-banking financial and defense industries experienced the largest declines, down by 1.64% and 1.55% respectively [1] Capital Flow - The main capital outflow from the two markets totaled 61.83 billion yuan, with six sectors seeing net inflows [1] - The home appliance sector led the net inflow with 2.175 billion yuan and a daily increase of 0.87%, followed by the food and beverage sector, which saw a 1.04% rise and a net inflow of 1.981 billion yuan [1] Oil and Petrochemical Sector - The oil and petrochemical sector declined by 0.58% with a net capital outflow of 618 million yuan [2] - Among the 47 stocks in this sector, 18 rose, including one that hit the daily limit, while 27 fell, including one that hit the lower limit [2] - The top three stocks with the highest net inflow were 康普顿 (304.81 million yuan), 海油发展 (159.44 million yuan), and 岳阳兴长 (133.17 million yuan) [2][3] Individual Stock Performance - The stocks with the largest net outflows included 广汇能源 (1.24 billion yuan), 中国石油 (1.08 billion yuan), and 中国海油 (1.06 billion yuan) [2] - The performance of individual stocks in the oil and petrochemical sector varied, with 康普顿 showing a significant increase of 10% [3]

Group 1 - The 2025 Global Hydrogen Investment Summit will be held in London on September 2-3, gathering over 800 senior executives from more than 55 countries, focusing on capital release, hydrogen trade, and AI optimization in hydrogen production [1] - Recent policies in the hydrogen sector have been intensifying, with Beijing's proposal for a hydrogen infrastructure network and Chongqing's plan for 60 new hydrogen stations, aiming for a total supply capacity of 25,000 tons per year [2][3] - The Chinese government has introduced multiple hydrogen industry policies this year, promoting high-quality development through technology breakthroughs, demonstration applications, and financial support [2][3] Group 2 - The National Energy Administration has included six hydrogen technology equipment in its list of major technological equipment, highlighting advancements in hydrogen production and storage systems [3] - The hydrogen industry is seeing a significant increase in production capacity, with over 5 million tons per year expected by the end of 2024, reflecting a year-on-year growth of approximately 1.6% [5][6] - The market for solid oxide fuel cells (SOFC) is projected to reach $7 billion in the next three years, driven by demand from data centers, emphasizing the importance of companies involved in SOFC technology [8] Group 3 - The hydrogen energy sector has experienced a surge in stock prices, with companies like Sichuan Jinding and Kangputon seeing significant gains following favorable policies for hydrogen vehicles in Shandong [9] - The hydrogen industry chain includes various companies across upstream, midstream, and downstream sectors, with a focus on green hydrogen production, storage, and transportation [11]

证券之星消息，8月14日炼化及贸易板块较上一交易日下跌0.79%，康普顿领跌。当日上证指数报收于 3666.44，下跌0.46%。深证成指报收于11451.43，下跌0.87%。炼化及贸易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) | | | --- | --- | --- | --- | --- | --- | --- | | 001316 | 润贝航科 | 37.33 | 5.39% | 8.25万 | | 3.01亿 | | 600028 | 中国石化 | 5.69 | -0.52% | 101.43万 | | 5.80亿 | | 601857 | 中国石油 | 8.65 | -0.69% | 86.84万 | | 7.56亿 | | 600346 | 恒力石化 | 14.96 | -0.80% | - 19.47万 | | 2.93亿 | | 601233 | 桐昆股份 | 12.45 | -0.95% | 17.33万 | | 2.16亿 | | 600688 | 上海石化 | 2.84 | -1.05% | 41.05万 | | 1.17亿 ...

Market Overview - The refining and trading sector increased by 0.44% compared to the previous trading day, with Unification Co. leading the gains [1] - The Shanghai Composite Index closed at 3633.99, up 0.45%, while the Shenzhen Component Index closed at 11177.78, up 0.64% [1] Stock Performance - Unification Co. (600506) closed at 20.29, with a rise of 2.63% and a trading volume of 139,500 shares, amounting to a transaction value of 280 million yuan [1] - Other notable performers include: - Compton (603798) at 12.03, up 1.86% [1] - Tongkun Co. (601233) at 12.35, up 1.40% [1] - Rongsheng Petrochemical (002493) at 9.20, up 1.21% [1] Capital Flow - The refining and trading sector experienced a net outflow of 96.07 million yuan from institutional investors, while retail investors saw a net inflow of 135 million yuan [2] - The capital flow for key stocks includes: - China Petroleum (601857) with a net inflow of 46.53 million yuan from institutional investors [3] - Unification Co. (600506) with a net inflow of 35.02 million yuan [3] - Tongkun Co. (601233) with a net inflow of 18.36 million yuan [3]