China Catalyst (688267)

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社保基金持仓动向:二季度新进72股
Zhong Guo Jing Ji Wang· 2025-08-27 06:26
来源:证券时报 半年报密集披露,机构最新持仓动向曝光!二季度社保基金新进股共有72只。 目前共有3077家公司已经公布半年报,前十大流通股东数据透露出机构行踪。证券时报•数据宝统 计显示,社保基金共现身313只股,调仓动向方面,二季度社保基金新进72股、增持79股、减持102 股,社保基金持股量保持不变的有60股。 社保基金新建仓股票中,从前十大流通股东名单中社保基金家数来看,社保基金家数最多的是苏 试试验,共有3家社保基金出现在前十大流通股东名单中,即全国社保基金六零二组合、全国社保基金 六零一组合、全国社保基金五零二组合,分别位列公司第5大、第7大、第10大流通股东,持股量合计 为1486.20万股,占流通股比例为2.94%。 从持股比例看,新进股中社保基金持有比例最多的是佰奥智能,持股量占流通股比例为7.23%, 其次是中触媒,社保基金持股比例为3.45%,持股比例居前的还有北鼎股份、苏试试验、史丹利等。 (责任编辑:叶景) 市场表现方面,社保基金新进股7月以来平均上涨20.22%,涨幅跑赢沪指。具体个股看,大元泵 业累计涨幅128.49%,是新进股中表现最好的,果麦文化、高澜股份等分别上涨87.48% ...
化工周报:美联储降息预期叠加国内反内卷催化,重视化工板块配置价值,国产算力链景气向上-20250825
Shenwan Hongyuan Securities· 2025-08-25 14:15
Investment Rating - The report maintains a positive outlook on the chemical sector, emphasizing the value of allocation in this area due to macroeconomic factors and domestic policy changes [3][4]. Core Insights - The report highlights the expected increase in oil supply led by non-OPEC countries and a significant growth in overall supply, while global GDP is projected to maintain a growth rate of 2.8%. However, demand growth for oil may slow due to tariff policies [3][4]. - The anticipated interest rate cuts by the Federal Reserve and domestic anti-involution measures are expected to boost the Producer Price Index (PPI), enhancing the allocation value in the chemical sector. Price increases for titanium dioxide and phosphate fertilizers are noted, with specific companies recommended for investment [3][4]. - The report identifies a recovery in the domestic computing power chain and suggests that companies involved in this sector will benefit from ongoing developments in domestic chip design and AI applications [3][4]. Summary by Sections Industry Dynamics - Oil supply is expected to increase significantly, with non-OPEC countries leading the way. Global GDP growth is stable at 2.8%, but demand growth for oil may face challenges due to tariff impacts. Coal prices are anticipated to stabilize, while natural gas export facilities in the U.S. may reduce import costs [3][4]. Chemical Sector Allocation - The report suggests focusing on the chemical sector due to favorable macroeconomic conditions. Price adjustments in titanium dioxide and phosphate fertilizers are highlighted, with specific companies such as Yuntianhua and Hubei Yihua recommended for investment [3][4]. Investment Analysis - Traditional cyclical stocks and specific segments within the chemical industry are recommended for investment. Companies like Wanhua Chemical and Baofeng Energy are highlighted for their potential growth. The report also emphasizes the importance of monitoring the performance of various chemical products and their pricing trends [3][4][17].
中触媒(688267)8月25日主力资金净流出2926.43万元
Sou Hu Cai Jing· 2025-08-25 14:13
Group 1 - The core viewpoint of the article highlights the financial performance and market activity of Zhongchumai New Materials Co., Ltd. as of August 25, 2025, showing a stock price of 30.19 yuan with a slight increase of 0.13% [1] - The company reported total revenue of 461 million yuan for the first half of 2025, representing a year-on-year growth of 16.46%, and a net profit attributable to shareholders of 127 million yuan, up 31.52% year-on-year [1] - The company has a strong liquidity position with a current ratio of 13.551 and a quick ratio of 11.353, alongside a low debt-to-asset ratio of 6.60% [1] Group 2 - Zhongchumai New Materials Co., Ltd. was established in 2008 and is located in Dalian, primarily engaged in the manufacturing of chemical raw materials and products [2] - The company has made investments in 5 enterprises and participated in 80 bidding projects, indicating active engagement in business development [2] - The company holds 4 trademark registrations and 405 patents, along with 252 administrative licenses, showcasing its commitment to innovation and compliance [2]
社保基金持仓动向:二季度新进41股
Zheng Quan Shi Bao Wang· 2025-08-25 02:04
Core Insights - The article highlights the recent movements of social security funds in the stock market, revealing that 41 new stocks were added to their portfolio in the second quarter, with a total of 199 stocks being held by these funds [1][2]. Group 1: Social Security Fund Holdings - A total of 1,692 companies have disclosed their semi-annual reports, with social security funds appearing in the top ten shareholders of 199 stocks [1]. - The most notable new holdings include Su Shi Testing, where three social security funds are listed among the top ten shareholders, holding a combined 14.86 million shares, representing 2.94% of the circulating shares [1]. - The stock with the highest proportion held by social security funds among new entries is Zhong Chumei, with a holding ratio of 3.45%, followed by Beiding Co. at 3.16% [1]. Group 2: Performance of New Holdings - Among the new stocks, 29 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, marking a 1,438.57% increase [2]. - The average increase in the stock prices of new holdings since July is 21.74%, outperforming the Shanghai Composite Index [2]. - The best-performing stock among the new entries is Guomai Culture, with a cumulative increase of 91.47%, followed by Gao Lan Co. and Huicheng Vacuum, which rose by 80.67% and 59.55%, respectively [2].
社保基金最新持仓动向揭秘





Sou Hu Cai Jing· 2025-08-24 07:34
Group 1 - The core viewpoint of the article highlights the recent movements of social security funds in the A-share market, revealing that they have entered the top ten circulating shareholders of 71 new stocks in the second quarter of 2025 [1] - Su Shi Testing has the highest number of new social security fund holdings, with 3 new holdings, while Shanghai Jahwa and Xin Qiang Lian each have 2 new holdings [1] - The article provides a detailed list of companies that have seen new social security fund investments, including their respective shareholding numbers, quantities, and market values [2][3][4][5] Group 2 - Specific companies mentioned include Su Shi Testing with 1,486.20 thousand shares valued at 213 million yuan, Shanghai Jahwa with 1,150.51 thousand shares valued at 242 million yuan, and Xin Qiang Lian with 555.56 thousand shares valued at 199 million yuan [2][3] - Other companies with new social security fund holdings include Hengdian East Magnetic, Nuofushin, and Baichu Electronics, each with 1 new holding, along with their respective share quantities and market values [2][3][4] - The article lists a total of 71 companies that have received new investments from social security funds, indicating a diverse range of industries from agriculture to electronics and pharmaceuticals [2][3][4][5]
社保基金持仓动向:二季度新进34股
Zheng Quan Shi Bao· 2025-08-22 02:41
半年报密集披露,机构最新持仓动向曝光!二季度社保基金新进股共有34只。 目前共有1263家公司已经公布半年报,前十大流通股东数据透露出机构行踪。证券时报·数据宝统计显 示,社保基金共现身164只股,调仓动向方面,二季度社保基金新进34股、增持44股、减持52股,社保 基金持股量保持不变的有34股。 社保基金新开仓股票中,从前十大流通股东名单中社保基金家数来看,社保基金家数最多的是苏试试 验,共有3家社保基金出现在前十大流通股东名单中,即全国社保基金六零二组合、全国社保基金六零 一组合、全国社保基金五零二组合,分别位列公司第5大、第7大、第10大流通股东,持股量合计为 1486.20万股,占流通股比例为2.94%。 从持股比例看,新进股中社保基金持有比例最多的是中触媒,持股量占流通股比例为3.45%,其次是北 鼎股份,社保基金持股比例为3.16%,持股比例居前的还有苏试试验、史丹利、新强联等。 从持股量统计,社保基金新进的个股中,持股量最多的是华菱钢铁,共持有4807.94万股,史丹利、卫 星化学等紧随其后,持股量分别为2199.99万股、2016.93万股。 业绩方面,社保基金新进股中,半年报净利润同比增长的 ...
中触媒: 中触媒新材料股份有限公司持股5%以上股东减持股份计划公告
Zheng Quan Zhi Xing· 2025-08-21 16:36
Summary of Key Points Core Viewpoint - The major shareholder of Zhongchumai New Materials Co., Ltd., Wang Jing, plans to reduce her shareholding due to personal financial needs, intending to sell up to 1,760,000 shares, which is no more than 1% of the company's total share capital, within three months starting from 15 trading days after the announcement [1][2]. Group 1: Shareholder Information - Wang Jing directly holds 10,380,841 shares, representing 5.8915% of the total share capital of the company [1][2]. - The shares held by Wang Jing were acquired prior to the company's initial public offering (IPO) and became tradable on August 16, 2023 [1][2]. Group 2: Reduction Plan Details - The planned reduction will occur through centralized bidding transactions, with the maximum number of shares to be sold being 1,760,000 [2]. - The reduction period is set to begin on September 12, 2025, and will last until December 11, 2025 [2]. - The selling price will be determined based on market conditions [1][2]. Group 3: Compliance and Commitments - Wang Jing has made commitments regarding her shareholding, including a lock-up period of 12 months post-IPO during which she will not transfer or manage her shares [3]. - If the company's stock price falls below the IPO price for 20 consecutive trading days within six months post-IPO, the lock-up period will automatically extend by an additional six months [3]. - The shareholder has confirmed that there are no other arrangements regarding the reduction plan and that it aligns with previously disclosed commitments [4][5].
化学制品板块8月21日涨0.71%,飞鹿股份领涨,主力资金净流出4.49亿元
Zheng Xing Xing Ye Ri Bao· 2025-08-21 08:26
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]
破发股中触媒股东拟减持 上市超募9.1亿申万宏源保荐
Zhong Guo Jing Ji Wang· 2025-08-21 08:07
中国经济网北京8月21日讯中触媒(688267.SH)昨日晚间披露《持股5%以上股东减持股份计划公告》。 王婧为中触媒直接持股5%以上股东,无一致行动人。王婧上市以来未减持股份。2025年半年报显示, 王婧为公司第三大股东。 本次减持计划系股东根据自身资金需求进行的减持,不会对公司治理结构及持续经营情况产生重大影 响。减持计划实施不会导致上市公司控制权发生变更。 中触媒于2022年2月16日在上交所科创板上市,发行价格为41.90元/股。中触媒上市发行数量为4405.00 万股,保荐机构(主承销商)为申万宏源证券(000562)承销保荐有限责任公司,保荐代表人为黄霖、刘 国库。目的该股处于破发状态。 中触媒发行募集资金总额为18.46亿元,扣除发行费用后,募集资金净额为16.91亿元。中触媒最终募集 资金净额比原计划多9.07亿元。中触媒于2022年2月11日披露的招股说明书显示,公司拟募集资金7.84亿 元,分别用于"环保新材料及中间体项目""特种分子筛、环保催化剂、汽车尾气净化催化剂产业化项 目"。 中触媒公开发行新股的发行费用合计1.55亿元(不含增值税金额),其中保荐机构申万宏源证券承销保荐 有限责任 ...
中触媒业绩说明会:上半年销售给巴斯夫的移动源脱硝分子筛订单数量稳定增长
Zheng Quan Shi Bao Wang· 2025-08-21 07:11
Core Viewpoint - The company reported strong financial performance for the first half of 2025, with significant growth in revenue and net profit, driven by stable orders and new product sales [1][2]. Financial Performance - The company achieved operating revenue of 461 million yuan, representing a year-on-year increase of 16.46% [1]. - Net profit reached 127 million yuan, marking a year-on-year growth of 31.52% [1]. - Basic earnings per share were reported at 0.72 yuan [1]. Business Development - The company experienced stable growth in orders for mobile source denitrification molecular sieves sold to BASF, contributing to revenue growth [1]. - Sales of titanium-silicon series epoxy propylene catalysts saw a breakthrough, with new customer development enhancing order quantities [1]. - The sales volume of pyridine catalysts also increased compared to the previous year, providing new growth points for revenue and profit [1]. Strategic Initiatives - The company aims to deepen strategic collaboration with global customers and partners through technological innovation and resource integration [1]. - There is a focus on expanding market share and enhancing brand value and competitive advantage [1]. - The company is committed to developing high-purity silicon-aluminum materials for strategic emerging fields such as semiconductors and photovoltaics, aiming to create a technology barrier and product matrix driven by market demand [1]. Product Applications - The company's epoxy propylene catalysts are used in downstream products like polyurethane and propylene glycol, applicable in furniture, home appliances, automotive, and coatings [2]. - The HPPO process catalyst developed using titanium-silicon molecular sieve technology is characterized by high selectivity, high activity, good stability, and long service life [2]. - The company is one of the few in China capable of providing a complete process solution for the HPPO method of epoxy propylene, offering comprehensive technical services from process technology to final products [2]. Future Plans - The company will make prudent decisions regarding capital operations based on its development strategy and market conditions, actively exploring high-quality enterprises with strong upstream and downstream relevance [2]. - Capital operations will be pursued at the appropriate time, adhering strictly to relevant laws and regulations for information disclosure [2].