证券日报网讯1月29日，东方盛虹（000301）在互动平台回答投资者提问时表示，丁二烯是公司炼化下 游产品之一，现有产能合计25万吨/年。目前产品价格随行就市，产销正常。 ...

公司1600万吨/年盛虹炼化一体化项目及其他各产业板块运行平稳、产销顺畅。2025年以来原油中枢价 格缓慢下行，石化产品价格重心整体下移，面对复杂的外部环境，公司采取了优化原油采购策略、强化 产业板块联动、调整产品产出结构、丰富下游高附加值化工品种类等多种措施。公司综合盈利能力相比 2024年有所改善。 格隆汇1月29日丨东方盛虹(000301.SZ)发布2025年度业绩预告，预计2025年度归属于上市公司股东的净 利润1亿元-1.5亿元，上年同期亏损22.97亿元；预计2025年度扣非净亏损5.12亿元-5.62亿元，上年同期 亏损26.54亿元。 ...

Group 1 - The company primarily engages in the research, production, and sales of petrochemicals and chemical new materials, as well as polyester filament [6] - The performance change is attributed to the stable operation of the company's 16 million tons/year Shenghong refining and chemical integration project and other industrial sectors [6] - Since 2025, the central price of crude oil has been gradually declining, leading to an overall decrease in the price focus of petrochemical products [6] Group 2 - The company has implemented various measures such as optimizing crude oil procurement strategies, strengthening industrial sector linkage, adjusting product output structure, and diversifying high value-added chemical varieties in response to complex external environments [6] - The company's comprehensive profitability has improved compared to 2024 [6] - Historical net profit and non-recurring profit growth rates show significant fluctuations, with a notable increase in 2023 and projected growth in 2025 [8]

证券之星消息，东方盛虹发布业绩预告，预计2025年全年归属净利润盈利1亿元至1.5亿元。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 公司 1600 万吨/年盛虹炼化一体化项目及其他各产业板块运行平稳、产销顺畅。2025年以来原油中枢价 格缓慢下行，石化产品价格重心整体下移，面对复杂的外部环境，公司采取了优化原油采购策略、强化 产业板块联动、调整产品产出结构、丰富下游高附加值化工品种类等多种措施。公司综合盈利能力相比 2024 年有所改善。 东方盛虹2025年三季报显示，前三季度公司主营收入921.62亿元，同比下降14.9%；归母净利润1.26亿 元，同比上升108.91%；扣非净利润-7143.65万元，同比上升94.87%；其中2025年第三季度，公司单季 度主营收入312.45亿元，同比下降11.91%；单季度归母净利润-2.6亿元，同比上升85.05%；单季度扣非 净利润-3.43亿元，同比上升77.06%；负债率82.26%，投资收益2.0亿元，财务费用34.37亿元，毛利率 9.92%。 公告中解释本次业绩变动的原 ...

Group 1: Market Performance - The A-share liquor sector experienced a significant surge, with a rise of 9.68% on January 29, leading the market performance for the day [1][2] - The oil and gas extraction and service sector also saw a notable increase of 8.18%, with a total transaction volume of 32.31 billion [2] - The precious metals sector rose by 8.04%, with a transaction volume of 70.62 billion, indicating strong market interest [2] Group 2: Energy and Petrochemical Sector Dynamics - The energy and petrochemical sector's rise began in early January 2026, with domestic crude oil futures rebounding from 411 yuan/barrel to 475 yuan/barrel, a 15% increase [4] - The oil and gas extraction and service sector has accumulated a remarkable increase of 44.22% year-to-date, ranking second in market performance, only behind precious metals [7] - The petrochemical ETF (159731) has shown a cumulative increase of 14.71% since the beginning of the year, reflecting strong investor interest [9] Group 3: Geopolitical and Economic Influences - The recent surge in the petrochemical sector is driven by escalating geopolitical tensions, particularly between the U.S. and Iran, raising concerns over oil supply stability [11] - The market has priced in a risk premium of $3-8 per barrel due to fears of potential disruptions in oil supply from Iran, which produces approximately 3.3 million barrels per day [11] - The classic rotation pattern in commodity markets, where precious metals lead, followed by industrial metals and then energy, is being validated again [14][16] Group 4: Agricultural Sector Insights - The agricultural sector is expected to gain market attention as commodity prices rise, driven by increased costs in agricultural production due to higher energy prices [17][24] - The CPI and food prices have shown signs of recovery, with the CPI rising by 0.8% year-on-year, indicating a potential shift in consumer price dynamics [18] - The agricultural ETF (516810) tracks a comprehensive index covering the entire agricultural value chain, which may benefit from the rising commodity prices [26] Group 5: Industry Outlook - The petrochemical industry is at a turning point, with new policies aimed at preventing excessive competition and improving profitability [22] - The capital expenditure ratios in the refining and chemical sectors are showing a trend towards conservatism, indicating a strategic shift among companies [23] - The anticipated recovery in the petrochemical sector is supported by both geopolitical factors and the broader commodity market dynamics, suggesting a favorable outlook for industry leaders [24][25]

开门红！国内化工产品一片"涨"声！ 近期部分化工品价格持续上涨，一些产品甚至达到近年高点。硫磺、对二甲苯(PX)、PTA、环氧丙烷、 苯乙烯、丁二烯等产品轮番上涨。期货市场上，化工板块同样涨幅居前，丁二烯橡胶、乙二醇、苯乙 烯、PTA、塑料、瓶片等多个化工期货品种强势领涨。 在A股市场上，继贵金属和工业金属之后，沉寂已久的化工板块在2026年开年强势逆袭，大宗商品"牛 市归来"的共识愈发强烈。万华化学（600309）(600309.SH)、华鲁恒升（600426）(600426.SH)、荣盛石 化（002493）(002493.SZ)、东方盛虹（000301）(000301.SZ)等化工龙头公司近期持续大涨，成交活 跃，体现出投资者对于化工行业景气度回升的强烈预期。 微观层面，政策性因素是近期化工产品行情的催化剂。近日，财政部与税务总局联合印发《关于调整光 伏等产品出口退税政策的公告》。根据公告，自2026年4月1日起，我国将取消249项产品的增值税出口 退税。产品涵盖化工、塑料、建材、电子及新能源产品，其中化工行业产品涉及甲醇、BDO、聚醚等 多个产品。例如聚醚多元醇的增值税出口退税率将从13%正式下调至0 ...

每经AI快讯，东方盛虹1月29日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润1亿元~1.5 亿元，同比扭亏为盈。基本每股收益0.0151元~0.0227元。上年同期基本每股收益亏损0.35元。业绩变动 主要原因是，公司1600万吨/年盛虹炼化一体化项目及其他各产业板块运行平稳、产销顺畅。2025年以 来原油中枢价格缓慢下行，石化产品价格重心整体下移，面对复杂的外部环境，公司采取了优化原油采 购策略、强化产业板块联动、调整产品产出结构、丰富下游高附加值化工品种类等多种措施。公司综合 盈利能力相比2024年有所改善。 每经头条（nbdtoutiao）——水贝黄金平台"杰我睿"兑付危机调查：40倍杠杆对赌，金价越涨平台越 亏！老板自称"还在深圳"，投资者：兑付方案本金打两折，无法接受 （记者 王晓波） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 ...

Core Viewpoint - Dongfang Shenghong has released its annual performance forecast, indicating a projected net profit attributable to shareholders of 100 million to 150 million yuan for 2025, while expecting a net loss of 5.12 billion to 5.62 billion yuan after deducting non-recurring gains and losses [1] Group 1: Financial Performance - The company anticipates a net profit of 100 million to 150 million yuan for 2025 [1] - The expected net loss after excluding non-recurring items is projected to be between 5.12 billion and 5.62 billion yuan [1] Group 2: Operational Insights - The company’s 16 million tons per year refining and chemical integration project and other industrial sectors are operating smoothly with stable production and sales [1] - The company has implemented various measures such as optimizing crude oil procurement strategies, enhancing inter-industry collaboration, adjusting product output structures, and diversifying high-value-added chemical products in response to a complex external environment [1] Group 3: Market Conditions - Since the beginning of 2025, the central price of crude oil has been gradually declining, and the price focus of petrochemical products has also shifted downward [1] - The company’s overall profitability has improved compared to 2024 [1]

| 股票代码：000301 | 股票简称：东方盛虹 | 公告编号：2026-013 | | --- | --- | --- | | 债券代码：127030 | 债券简称：盛虹转债 | | 江苏东方盛虹股份有限公司 关于债券持有人持有可转换公司债券比例变动达 10%的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 江苏东方盛虹股份有限公司（以下简称"公司"）于 2026 年 1 月 28 日收到 控股股东江苏盛虹科技股份有限公司（以下简称"盛虹科技"）及其一致行动人 盛虹（苏州）集团有限公司（以下简称"盛虹苏州"）联合出具的《告知函》， 现将相关事项公告如下： 一、可转换公司债券发行上市概况 经中国证券监督管理委员会(以下简称"中国证监会")《关于核准江苏东方 盛虹股份有限公司公开发行可转换公司债券的批复》（证监许可〔2021〕512 号） 核准，公司于 2021 年 3 月 22 日公开发行了 5,000.00 万张可转换公司债券（以 下简称"可转债"），每张面值 100 元，发行总额 500,000.00 万元，期限 6 年。 经深圳证券交易所同意，本 ...

股票代码：000301 股票简称：东方盛虹 公告编号：2026-014 债券代码：127030 债券简称：盛虹转债 本次业绩预告相关财务数据未经注册会计师审计。公司就业绩预告有关事项与年报审 计会计师事务所进行了初步沟通，双方不存在重大分歧。 三、业绩变动原因说明 公司 1600 万吨/年盛虹炼化一体化项目及其他各产业板块运行平稳、产销顺畅。2025 年以来原油中枢价格缓慢下行，石化产品价格重心整体下移，面对复杂的外部环境，公司 采取了优化原油采购策略、强化产业板块联动、调整产品产出结构、丰富下游高附加值化 工品种类等多种措施。公司综合盈利能力相比 2024 年有所改善。 江苏东方盛虹股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性 陈述或重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为正值且属于扭亏为盈情形。 | 项 目 | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | ...