China Catalyst (688267)

Search documents
中触媒9月25日获融资买入531.91万元,融资余额1.16亿元
Xin Lang Cai Jing· 2025-09-26 01:38
融券方面,中触媒9月25日融券偿还0.00股,融券卖出0.00股,按当日收盘价计算,卖出金额0.00元;融 券余量0.00股,融券余额0.00元,超过近一年90%分位水平,处于高位。 资料显示,中触媒新材料股份有限公司位于辽宁省大连普湾新区松木岛化工园区,成立日期2008年8月8 日,上市日期2022年2月16日,公司主营业务涉及特种分子筛及催化新材料产品的研发、生产、销售及 化工技术、化工工艺服务。主营业务收入构成为:特种分子筛及催化剂系列89.46%,非分子筛催化剂 系列6.28%,其他(补充)3.12%,技术收入1.14%。 9月25日,中触媒跌2.18%,成交额5386.22万元。两融数据显示,当日中触媒获融资买入额531.91万 元,融资偿还308.78万元,融资净买入223.13万元。截至9月25日,中触媒融资融券余额合计1.16亿元。 融资方面,中触媒当日融资买入531.91万元。当前融资余额1.16亿元,占流通市值的2.38%,融资余额 超过近一年90%分位水平,处于高位。 截至6月30日,中触媒股东户数5707.00,较上期增加5.14%;人均流通股16261股,较上期减少4.89%。 20 ...
中触媒跌2.01%,成交额3932.19万元,主力资金净流入48.48万元
Xin Lang Zheng Quan· 2025-09-25 06:26
9月25日,中触媒盘中下跌2.01%,截至14:13,报27.82元/股,成交3932.19万元,换手率0.79%,总市值 49.02亿元。 截至6月30日,中触媒股东户数5707.00,较上期增加5.14%;人均流通股16261股,较上期减少4.89%。 2025年1月-6月,中触媒实现营业收入4.61亿元,同比增长16.46%;归母净利润1.27亿元,同比增长 31.52%。 分红方面,中触媒A股上市后累计派现1.82亿元。近三年,累计派现1.41亿元。 责任编辑:小浪快报 资料显示,中触媒新材料股份有限公司位于辽宁省大连普湾新区松木岛化工园区,成立日期2008年8月8 日,上市日期2022年2月16日,公司主营业务涉及特种分子筛及催化新材料产品的研发、生产、销售及 化工技术、化工工艺服务。主营业务收入构成为:特种分子筛及催化剂系列89.46%,非分子筛催化剂 系列6.28%,其他(补充)3.12%,技术收入1.14%。 中触媒所属申万行业为:基础化工-化学制品-其他化学制品。所属概念板块包括:小盘、环氧丙烷、国 六概念、专精特新、节能环保等。 资金流向方面,主力资金净流入48.48万元,大单买入950. ...
中触媒跌2.02%,成交额4836.08万元,主力资金净流入483.26万元
Xin Lang Zheng Quan· 2025-09-23 03:29
9月23日,中触媒盘中下跌2.02%,截至11:19,报27.60元/股,成交4836.08万元,换手率0.98%,总市值 48.63亿元。 资金流向方面,主力资金净流入483.26万元,特大单买入895.85万元,占比18.52%,卖出731.12万元, 占比15.12%;大单买入1155.36万元,占比23.89%,卖出836.83万元,占比17.30%。 截至6月30日,中触媒股东户数5707.00,较上期增加5.14%;人均流通股16261股,较上期减少4.89%。 2025年1月-6月,中触媒实现营业收入4.61亿元,同比增长16.46%;归母净利润1.27亿元,同比增长 31.52%。 分红方面,中触媒A股上市后累计派现1.82亿元。近三年,累计派现1.41亿元。 责任编辑:小浪快报 中触媒今年以来股价涨19.19%,近5个交易日跌3.87%,近20日跌7.75%,近60日跌5.22%。 资料显示,中触媒新材料股份有限公司位于辽宁省大连普湾新区松木岛化工园区,成立日期2008年8月8 日,上市日期2022年2月16日,公司主营业务涉及特种分子筛及催化新材料产品的研发、生产、销售及 化工技术、化工工 ...
2025年中国化工催化剂行业产业链、发展规模、竞争格局及发展趋势研判:需求将达到51.7万吨,需求从“够用”向“高效”转变 [图]
Chan Ye Xin Xi Wang· 2025-09-19 01:53
Core Viewpoint - The steady growth in the demand for chemical catalysts in China is driven by multiple industrial factors, including stable demand in traditional petrochemical sectors and the booming markets and technical requirements of emerging fields like hydrogen fuel cells and biofuels [1][6]. Group 1: Industry Overview - Chemical catalysts are essential materials in the chemical industry, acting as the "core engine" that accelerates reactions and enhances product selectivity while reducing energy consumption and by-product generation [2][4]. - The market for chemical catalysts in China is experiencing rapid growth, with demand expected to rise from 39.5 million tons in 2017 to 49.1 million tons in 2024, and the market size increasing from 26.003 billion yuan to 41.173 billion yuan during the same period [4][6]. Group 2: Production and Demand Trends - The production of chemical catalysts in China is projected to grow from 37.3 million tons in 2017 to 49.9 million tons in 2024, with an expected increase to 52.5 million tons by 2025 [1][6]. - The market size for chemical catalysts is anticipated to reach 42.774 billion yuan by 2025, reflecting a continuous upward trend in both production and demand [1][4]. Group 3: Industry Chain - The upstream of the chemical catalyst industry includes the supply of raw materials and production equipment, while the midstream focuses on the research and production of catalysts, and the downstream applications span various sectors such as petrochemicals, pharmaceuticals, and environmental protection [6][8]. Group 4: Competitive Landscape - The market for chemical catalysts in China is characterized by a diverse supplier landscape, with domestic companies emerging alongside international giants, leading to a competitive yet complementary market environment [8][9]. - Key domestic players include Qilu Huaxin, Zhongchumai, and Kaili New Materials, which are gradually moving towards high-end markets while maintaining a presence in the mid-low end [8][9]. Group 5: Future Trends - The chemical catalyst industry is crucial for advancing green chemistry and improving energy efficiency, with a growing emphasis on developing high-performance and environmentally friendly catalysts [10][11]. - The shift towards low-carbon and green chemical processes is driving the need for innovative catalyst solutions, such as phase transfer catalysts, which are expected to have significant market potential in new industries and technologies [10][11].
中触媒:关于持股5%以上股东股份解除质押的公告
Zheng Quan Ri Bao· 2025-09-16 13:40
(文章来源:证券日报) 证券日报网讯 9月16日晚间,中触媒发布公告称,公司持股5%以上股东刘岩直接持有公司股份10, 380,841股,占公司总股本比例为5.89%。公司于2025年9月16日收到持股5%以上股东刘岩的通知,获 悉其所持有公司的股份办理了解除质押手续。本次解除质押股份数量10,380,000股,占公司总股本比 例5.89%。本次股份解除质押后,刘岩累计质押公司股份数量为0股。 ...
中触媒(688267) - 中触媒新材料股份有限公司关于持股5%以上股东股份解除质押的公告
2025-09-16 08:01
证券代码:688267 证券简称:中触媒 公告编号:2025-033 公司于 2025 年 9 月 16 日收到持股 5%以上股东刘岩的通知,获悉其所持有公 司的股份办理了解除质押手续,具体情况如下: 一、本次股份解除质押情况 | 股东名称 | 刘岩 | | --- | --- | | 本次解质股份(股) | 10,380,000 | | 占其所持股份比例(%) | 99.99 | | 占公司总股本比例(%) | 5.89 | | 解质时间 | 2025年9月15日 | | 持股数量(股) | 10,380,841 | | 持股比例(%) | 5.89 | | 剩余被质押股份数量(股) | 0 | | 剩余被质押股份数量占其所持股份比例(%) | 0 | | 剩余被质押股份数量占公司总股本比例(%) | 0 | 1 中触媒新材料股份有限公司(以下简称"公司")股东刘岩直接持有公司股 份10,380,841股,占公司总股本比例为5.89%。 本次解除质押股份数量10,380,000股,占公司总股本比例为5.89%。本次 股份解除质押后,刘岩累计质押公司股份数量为0股。 本次股份解除质押后,公司股东刘岩暂无后续质 ...
美联储降息与金九银十共振,印度GFLR32泄露或助我国出口,我国发起对美模拟芯片反倾销调查
Shenwan Hongyuan Securities· 2025-09-14 12:14
Investment Rating - The report maintains a "Positive" rating for the chemical industry [6][12]. Core Insights - The macroeconomic judgment indicates that non-OPEC countries are expected to lead an increase in oil production, with a significant overall supply growth anticipated. Global GDP growth is projected to remain at 2.8%, with stable oil demand, although the growth rate may slow due to tariff policies [6][7]. - The expectation of a Federal Reserve interest rate cut is likely to boost demand during the peak season of September and October. Additionally, the leakage incident of GFL R32 in India may enhance China's export opportunities [6][12]. - The report highlights the ongoing investigation into anti-dumping practices against imported semiconductor chips from the U.S., which may benefit domestic semiconductor materials [6][12]. Summary by Sections Macroeconomic Analysis - Oil supply is expected to increase significantly, driven by non-OPEC production, while demand remains stable despite potential slowdowns due to tariffs. Geopolitical factors, including U.S.-China tariff relief and the Russia-Ukraine situation, are influencing oil prices [6][7]. - Coal prices are anticipated to stabilize at a low level, and natural gas export facilities in the U.S. may accelerate, leading to lower import costs [6][7]. Chemical Sector Configuration - The report suggests a strategic focus on four areas: textile and apparel chain, agricultural chemicals, export chain, and sectors benefiting from "de-involution" policies. Specific companies are recommended for investment based on their market positions and growth potential [6][12]. Key Material Focus - Emphasis is placed on the importance of self-sufficiency in key materials, particularly in semiconductor and panel materials, with specific companies highlighted for their potential in these sectors [6][12]. Price Trends - Recent data indicates fluctuations in various chemical prices, with PTA prices down by 0.3% and MEG down by 2.0%. The report notes that the overall industrial product PPI has shown a year-on-year decline of 2.9% [12][13][16]. Company Valuations - A detailed valuation table is provided, showcasing various companies in the agricultural chemicals and chemical sectors, with ratings ranging from "Buy" to "Increase" based on their market performance and projected earnings [20].
基础化工行业2025年中期策略:周期在左,成长在右
Tianfeng Securities· 2025-08-29 11:15
Core Insights - The report emphasizes that the chemical industry is entering a new phase of capital expenditure, with a focus on the rebalancing of supply and demand following the release of production capacity during the 14th Five-Year Plan period [2][6] - The report indicates that the bottom of the cycle is becoming clearer, with potential price increases for chemical products driven by demand recovery and supply stability in the second half of the year [2][6] Industry Overview - The current cycle has reached its tail end, with a total of 12 quarters of decline since Q3 2022, following a 7-quarter expansion from Q4 2020 to Q2 2022 [10][12] - The report outlines that the chemical industry has experienced three significant price fluctuation cycles since 2010, with the latest cycle characterized by a demand-driven recovery followed by a supply-side pressure [8][10] Investment Recommendations - The report suggests focusing on sectors with relatively low valuations, such as sucralose (recommended: Jinhe Industrial), pesticides (recommended: Yangnong Chemical, Runfeng Shares), and MDI (recommended: Wanhua Chemical) [3][4] - It highlights the importance of domestic demand in countering tariff impacts, recommending companies in refrigerants and fertilizers [3][4] - The report identifies investment opportunities in sectors with upcoming capacity releases, such as organic silicon (recommended: Xin'an Chemical) and spandex [3][4] Price and Profitability Trends - The report notes that many sub-industry product prices remain at historical lows, with specific prices for spandex, PA6, and other fibers at 0%, 4%, and 5% of historical levels respectively [28] - It mentions that the chemical industry has seen a slight recovery in profitability in Q1 2025, although the overall performance remains under pressure [27][25] Supply and Demand Dynamics - The report indicates that the global chemical capital expenditure is on a downward trend, with domestic companies experiencing a slowdown in investment while still facing significant pressure to convert projects into fixed assets [22][32] - It also states that both domestic and international markets are entering a replenishment phase in 2025, which may influence inventory levels and pricing strategies [35][36]
中触媒8月27日获融资买入1538.72万元,融资余额1.13亿元
Xin Lang Cai Jing· 2025-08-28 02:03
8月27日,中触媒跌2.97%,成交额1.11亿元。两融数据显示,当日中触媒获融资买入额1538.72万元, 融资偿还930.31万元,融资净买入608.41万元。截至8月27日,中触媒融资融券余额合计1.13亿元。 融券方面,中触媒8月27日融券偿还0.00股,融券卖出0.00股,按当日收盘价计算,卖出金额0.00元;融 券余量0.00股,融券余额0.00元,超过近一年90%分位水平,处于高位。 资料显示,中触媒新材料股份有限公司位于辽宁省大连普湾新区松木岛化工园区,成立日期2008年8月8 日,上市日期2022年2月16日,公司主营业务涉及特种分子筛及催化新材料产品的研发、生产、销售及 化工技术、化工工艺服务。主营业务收入构成为:特种分子筛及催化剂系列89.46%,非分子筛催化剂 系列6.28%,其他(补充)3.12%,技术收入1.14%。 融资方面,中触媒当日融资买入1538.72万元。当前融资余额1.13亿元,占流通市值的2.22%,融资余额 超过近一年90%分位水平,处于高位。 截至6月30日,中触媒股东户数5707.00,较上期增加5.14%;人均流通股16261股,较上期减少4.89%。 202 ...
社保基金持仓动向:二季度新进91股
Zheng Quan Shi Bao Wang· 2025-08-28 01:49
Group 1 - The core viewpoint of the article highlights the recent movements of social security funds in the stock market, revealing that in the second quarter, 91 new stocks were added to their portfolio, with a total of 396 stocks being held [1][2] - The social security fund increased its holdings in 104 stocks and reduced its positions in 125 stocks, while maintaining its stake in 76 stocks [1] - The stock with the highest number of social security fund holders among the new additions is Su Shi Testing, with three funds appearing in the top ten shareholders [1] Group 2 - Among the newly added stocks, 57 companies reported a year-on-year increase in net profit, with the highest growth seen in Gao Lan Co., which achieved a net profit of 22.93 million yuan, a staggering increase of 1438.57% [2] - The average increase in the newly added stocks since July is 17.67%, outperforming the Shanghai Composite Index [2] - The best-performing stock among the new additions is Da Yuan Pump Industry, with a cumulative increase of 151.36% [2] Group 3 - The newly added stocks by the social security fund include Baiao Intelligent, with a holding ratio of 7.23%, and Zhong Chumei, with a holding ratio of 3.45% [2] - The stock with the largest holding volume among the new additions is Sanan Optoelectronics, with 80.01 million shares held [1][2] - Other notable new additions include Inner Mongolia Huadian and Hualing Steel, with holdings of 48.59 million shares and 48.08 million shares, respectively [1][2]