- The report aims to track large purchases and net active purchases using transaction detail data[1] - The indicators used are the proportion of large order transaction amounts and the proportion of net active purchase amounts[7] - The proportion of large order transaction amounts reflects the buying behavior of large funds[7] - The proportion of net active purchase amounts reflects the active buying behavior of investors[7] - The top 5 stocks with the highest average proportion of large order transaction amounts over the past 5 days are: Sobute, China Railway Industry, Tibet Tianlu, Poly United, and China Power Construction[4][9] - The top 5 stocks with the highest average proportion of net active purchase amounts over the past 5 days are: Weixing Co., HNA Holdings, Kaili Medical, Liaogang Co., and Hengyi Petrochemical[4][10] - The top 5 industries with the highest average proportion of large order transaction amounts over the past 5 days are: Banking, Real Estate, Petroleum and Petrochemical, Transportation, and Coal[4] - The top 5 industries with the highest average proportion of net active purchase amounts over the past 5 days are: Media, Textile and Apparel, Computers, Electronics, and Light Manufacturing[4] - The top 5 ETFs with the highest average proportion of large order transaction amounts over the past 5 days are: China Agricultural Theme ETF, E Fund CSI 300 Medical and Health ETF, Huabao CSI Medical ETF, Bosera SSE STAR 100 ETF, and Guotai CSI Livestock Breeding ETF[4][15] - The top 5 ETFs with the highest average proportion of net active purchase amounts over the past 5 days are: Penghua CSI Subdivision Chemical Industry Theme ETF, GF SSE STAR 50 ETF, Harvest CSI Rare Metals Theme ETF, E Fund Guozheng Robotics Industry ETF, and Harvest CSI Software Services ETF[4][16]

Group 1: Chemical Industry Performance - The chemical raw materials index increased by 4.45%, the chemical machinery index rose by 2.16%, the chemical pharmaceuticals index grew by 0.94%, and the pesticide and fertilizer index surged by 5.43% during the week of July 21 to 25 [1] - The oil processing index increased by 3.53%, while the oil extraction index decreased by 1.86%, and the oil trading index rose by 1.20% [1] Group 2: Oil Price Trends - As of July 25, the WTI crude oil futures settled at $65.16 per barrel, down 3.24% from July 18, while Brent crude oil futures settled at $68.44 per barrel, down 1.21% from July 18 [1] Group 3: Petrochemical Product Price Changes - The top five petrochemical products with price increases were Vitamin D3 (up 12.12%), battery-grade lithium carbonate (up 11.62%), organic silicon DMC (up 11.61%), raw rubber (up 9.76%), and 107 glue (up 8.33%) [1] - The top five petrochemical products with price decreases were Atrazine (down 14.73%), methyl acrylate (down 9.47%), hydrochloric acid (down 6.32%), cracked carbon nine (down 5.84%), and folic acid (down 5.66%) [1] Group 4: Capital Market Performance of Chemical Companies - The top five performing listed chemical companies were Shangwei New Materials (up 97.37%), Yokogawa Precision (up 64.42%), Poly United (up 52.73%), Gaozheng Mining Explosives (up 39.83%), and Subote (up 31.83%) [2] - The bottom five performing listed chemical companies were Pioneer New Materials (down 11.67%), Dazhongnan (down 9.90%), Qide New Materials (down 9.61%), Yueyang Xingchang (down 9.38%), and Qingdao Jinwang (down 8.50%) [2]

Investment Rating - Industry Rating: Neutral (maintained rating) [6] Core Viewpoints - The report highlights the recent price increases in key chemical products such as soda ash, organic silicon, and MDI, driven by strong demand and supply constraints [1][3] - The basic chemical sector outperformed the Shanghai and Shenzhen 300 index, with a weekly increase of 4.25% compared to 1.69% for the index, indicating a positive market sentiment [4][16] - The report suggests that the industry may be at a cyclical bottom, with a focus on supply-demand marginal changes [5] Summary by Sections Key News Tracking - The National Development and Reform Commission issued a revised method for energy consumption and carbon emission management for fixed asset investment projects, which is expected to enhance energy efficiency reviews [1][13] Product Price Monitoring - Key chemical products saw significant price changes, with organic silicon and TDI prices increasing by 11.6% and 6.8% respectively, while DMF and acetic acid prices decreased by 5.7% and 1.3% [2][26] - The report notes that 85 out of 345 tracked chemical products experienced price increases, while 79 saw declines [26] Sector Performance - The basic chemical sector's weekly performance was strong, with notable increases in synthetic resin (+21.94%), soda ash (+14.45%), and organic silicon (+9.01%) [4][18] - The report lists the top-performing stocks in the basic chemical sector, with significant gains for companies like Shangwei New Materials (+97.37%) and Henghe Precision (+64.42%) [21] Investment Insights - The report recommends focusing on sectors with stable demand and potential for recovery, such as organic silicon and amino acids, while also highlighting companies that may benefit from domestic demand [5][6] - It emphasizes the importance of supply-side reforms and cost factors in pricing strategies to mitigate market volatility [5]

证 券 代 码 ： 6 0 3 9 1 6 证 券 简 称 ： 苏 博 特 公 告 编 号 ： 2 0 2 5 - 0 3 8 转债代码：113650 转债简称：博 22 转债 在不影响公司正常经营和保证资金安全的情况下，为提高资金使用效率，利 用公司闲置募集资金购买保本型现金管理产品，以更好地实现公司现金的保值增 值，保障公司股东的利益。 （二）资金来源及相关情况 现金管理额度及期限：江苏苏博特新材料股份有限公司（以下简称"公 司"）使用总额不超过 3,000 万元人民币（系前次于招商银行南京分行 江宁支行购买的协定存款转换而来）的闲置募集资金进行现金管理，使 用期限至 2025 年 10 月 17 日止。 现金管理投资品种：结构性存款。 履行的审议程序：公司于 2024 年 10 月 25 日召开第七届董事会第六次 会议审议通过了《关于使用闲置募集资金进行现金管理的议案》，同意 公司使用总额不超过 1.6 亿元人民币的闲置募集资金进行现金管理，使 用期限自董事会审议通过之日起十二个月内。在上述额度及有效期内， 资金可循环滚动使用。 江苏苏博特新材料股份有限公司 关于使用部分闲置募集资金进行现金管理的公告 ...

苏博特(603916)今日跌停，全天换手率18.92%，成交额10.45亿元，振幅11.76%。龙虎榜数据显示，机 构净卖出3076.89万元，营业部席位合计净卖出2320.08万元。 上交所公开信息显示，当日该股因日跌幅偏离值达-9.67%上榜，机构专用席位净卖出3076.89万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.75亿元，其中，买入成交额为6065.22 万元，卖出成交额为1.15亿元，合计净卖出5396.97万元。 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 国泰海通证券股份有限公司总部 | 1657.01 | | | 买二 | 机构专用 | 1338.95 | | | 买三 | 中国国际金融股份有限公司上海分公司 | 1095.92 | | | 买四 | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 989.75 | | | 买五 | 国金证券股份有限公司深圳分公司 | 983.58 | | | 卖一 | 机构专用 | | 4415.84 | | 卖二 | 甬兴证券有 ...

Group 1 - The hydroelectric concept stocks experienced a significant decline in the afternoon trading session [1] - Huaxin Cement (600801), Subote (603916), and Zhongshe Co. (002883) hit the daily limit down [1] - Shen Shui Guiyuan (301038) and Tie Jian Heavy Industry fell over 14% [1]

Core Viewpoint - The article summarizes significant announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors regarding operational changes, financial performance, and potential risks. Group 1: Company Announcements - Zhongjin Gold announced the suspension of operations at its Inner Mongolia mining subsidiary following a tragic incident where six students drowned during a site visit [3] - China Power Construction is involved in the Yarlung Tsangpo River downstream hydropower project, but the long construction cycle introduces uncertainty regarding its future financial impact [4][5] - Su Bote's stock has seen a significant increase, with its rolling P/E ratio at 55.52, well above the industry average of 19.61, prompting a warning about trading risks [6] - Agricultural Bank of China successfully issued a total of 600 billion yuan in secondary capital bonds, with two different maturities and interest rates [7] - Nanjing Xinbai's major assets are under judicial freeze due to liquidity issues faced by its controlling shareholder [8] - Time Space Technology's stock is suspended as the controlling shareholder plans a change in control [9] - Pioneer New Materials and its former controlling shareholder are under investigation by the China Securities Regulatory Commission for information disclosure violations [10] - *ST Wanfang faces risks of change in control as its major shareholder's stock is subject to auction [11] - ST Xia Chuang plans to publicly transfer 20% of its stake in a subsidiary to optimize its asset structure [12] - Saiwei Microelectronics is planning to transfer up to 18% of its shares through an agreement, without affecting control [13] - Hailun Piano's controlling shareholder is set to change, with a new entity becoming the largest shareholder [14] - Yuanli Co. intends to acquire 100% of Tongsheng Co. to enhance its strategic business layout in silica [15][16] - Zhongtung High-tech is focusing on opportunities in the Yarlung hydropower market [17] - Shen Shui Planning Institute is monitoring developments in the Yarlung hydropower project but is not currently involved [18] - *ST Baoying plans to transfer 50.1% of its stake in a subsidiary to optimize resource allocation [19] Group 2: Financial Performance - Zhimingda reported a net profit of 38.298 million yuan for the first half of 2025, a year-on-year increase of 2147.93% [20] - Leshan Electric Power's net profit for the first half of 2025 was 7.9031 million yuan, down 14.55% year-on-year, attributed to new pricing policies and increased costs [21][22] - Sainuo Medical expects a net profit of 13.84 million yuan for the first half of 2025, a 296.54% increase year-on-year, driven by strong sales of its coronary stent products [23] - China Haisong reported a net profit of 152 million yuan for the first half of 2025, up 8.52% year-on-year [24] Group 3: Shareholding Changes - Beitaini's shareholder plans to reduce its stake by up to 2% [25] - Yaoji Technology's controlling shareholder intends to reduce their stake by up to 3% [26] - Adit's major shareholder plans to reduce their stake by up to 3% [27] - Zhonghuan Environmental Protection's specific shareholder did not execute its planned share reduction [31] - Zhangyue Technology's major shareholder plans to reduce their stake by up to 3% [37] Group 4: Buybacks and Financing - Gaon Environment plans to repurchase shares worth between 100 million and 150 million yuan [38] - Quanzhu Co. intends to raise no more than 180 million yuan through a private placement for AI-related projects [39]

Group 1 - Su Bote's latest rolling P/E ratio is 55.52 and P/B ratio is 1.28, significantly higher than the industry averages of 19.61 and 0.81 respectively [3] - Agricultural Bank completed the issuance of 600 billion yuan in secondary capital bonds, with two types: 400 billion yuan fixed-rate bonds at 1.92% for 10 years and 200 billion yuan fixed-rate bonds at 2.12% for 15 years [4] - Nanjing Xinbai's major assets are frozen due to liquidity debt crisis faced by its controlling shareholder, but the company's operations remain normal [5] - Time Space Technology's stock is suspended as the controlling shareholder is planning a change in control [6] - Pioneer New Materials and its former controlling shareholder are under investigation by the CSRC for information disclosure violations, but it will not adversely affect the company's operations [7] - *ST Wan Fang's major shareholder's stock auction was canceled, indicating ongoing risks of control change [8] Group 2 - Zhimingda reported a net profit of 38.298 million yuan for the first half of 2025, a year-on-year increase of 2147.93% [10] - Leshan Electric's net profit for the first half of 2025 was 7.9031 million yuan, a decrease of 14.55% year-on-year, attributed to new pricing policies and increased costs [12] - Sainuo Medical expects a net profit of 13.84 million yuan for the first half of 2025, a year-on-year increase of 296.54%, driven by increased sales of coronary stents and balloons [13] Group 3 - Zhongqi New Materials' subsidiary signed a mining rights transfer contract, increasing the mining production capacity from 20 million tons/year to 40 million tons/year [15] - Zhonghuan Environmental Protection's major shareholder did not execute its planned share reduction of up to 15.0583 million shares by the deadline [17] - Zhangyue Technology plans to reduce its holdings by up to 438,900 shares, not exceeding 1% of the total share capital [18]

证券代码：6 0 3 9 1 6 证券简称：苏博特 公告编号：2 0 2 5 - 0 3 7 转债代码：113650 转债简称：博 22 转债 江苏苏博特新材料股份有限公司 股票交易风险提示公告 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。 江苏苏博特新材料股份有限公司（以下简称"公司"）股票于 2025 年 7 月 21 日、2025 年 7 月 22 日、2025 年 7 月 23 日连续 3 个交易日内收盘价格涨幅偏 离值累计达 20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易 异常波动情况，公司于 2025 年 7 月 24 日披露了《股票交易异常波动公告》 （2025-036）。 三、关于热点概念的澄清 经公司自查，公司没有需要澄清或回应的媒体报道或市场传闻。 公司郑重提醒广大投资者，有关公司信息以在上海证券交易所网站 （www.sse.com.cn）和公司指定信息披露媒体上刊登的相关公告为准，敬请广大 投资者理性投资、注意投资风险。公司将按照有关法律和法规的要求，认真履行 信息披露义务，及时、 ...

苏博特盘中涨停，已连收4个涨停板，截至9:25，该股报13.99元，换手率0.25%，成交量106.61万股，成 交金额1491.53万元，涨停板封单金额为4.71亿元。连续涨停期间，该股累计上涨46.49%，累计换手率 为1.34%。最新A股总市值达60.52亿元，A股流通市值58.80亿元。 证券时报·数据宝统计，两融数据来看，该股最新（7月23日）两融余额为6668.15万元，其中，融资余额 6663.31万元，较前一个交易日减少179.00万元，环比下降2.62%，近4日累计减少695.51万元，环比下降 9.45%。 龙虎榜数据显示，该股因当日融资买入数量达到当日该证券总交易量的50％以上、连续三个交易日内， 涨幅偏离值累计达20%上榜龙虎榜2次，买卖居前营业部中，机构净卖出325.08万元，营业部席位合计 净买入3677.41万元。 4月29日公司发布的一季报数据显示，一季度公司共实现营业总收入6.82亿元，同比增长17.81%，实现 净利润0.24亿元，同比增长15.36%。（数据宝） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | ...