Group 1: Stock Performance - Nord Co. has achieved a 4-day consecutive increase with a rise of 10.04% attributed to solid-state batteries [2] - Xiangtan Electric has also seen a 2-day increase of 10.03% linked to solid-state batteries [2] - Haike New Source recorded a 2-day increase of 20.00% due to solid-state battery developments [2] - Other companies like Saiwu Technology and Binhai Energy have made their debut with increases of 10.04% and 10.02% respectively, both related to solid-state batteries [2] - Zhengye Technology and Yinglian Co. have also debuted with increases of 19.97% and 9.98% respectively, driven by solid-state battery technology [2] Group 2: Semiconductor Industry - According to Huatai Securities, the revenue of China's semiconductor equipment market in Q1 2023 decreased by 19% compared to Q4 2022, with market share dropping by 3 percentage points to 42% [4] - Northern Huachuang and Zhongwei have seen their revenue share increase by 3 percentage points to 18% [4] Group 3: Renewable Energy and Water Infrastructure - The photovoltaic sector is expected to see a significant reduction in production in Q3, with operating rates projected to decrease by 10%-15% [6] - Investment in water infrastructure has shown strong growth, with year-on-year increases of 25.4% and 26.6% for hydropower and water conservancy investments respectively from January to May [8] Group 4: Shipping and Oil Prices - The rental price for super-large oil tankers has surged from $19,998 per day to $47,609 per day, indicating a doubling in leasing costs [11] - Companies like Ningbo Shipping and Xingtong Co. have debuted with increases of 10.10% and 9.97% respectively, reflecting the shipping sector's positive momentum [12] Group 5: Pharmaceutical and Clinical Trials - The National Medical Products Administration has proposed to shorten the review period for innovative drug clinical trial applications from 60 days to 30 days, which could expedite the approval process [13][17] - Companies such as Meinuohua and Shengnuo Biotech have debuted with increases of 10.01% and 15.01% respectively, linked to the CXO sector [14] Group 6: Military and Defense - The military trade market is expected to expand from military aircraft and radar-related stocks to include missiles, ammunition, and the broader military supply chain [19] - Companies like Changcheng Military Industry and Jianglong Shipbuilding have seen increases of 10.01% and 10.00% respectively, reflecting the growing interest in military stocks [20] Group 7: Digital Currency - JD.com is aiming to obtain a stablecoin license by the fourth quarter of this year, with plans to launch a stablecoin based on public blockchain technology [24] - Stocks like Chutianlong and Huaming Intelligent have seen increases of 10.00% and 13.22% respectively, driven by developments in the digital currency space [25]

Industry Overview - The oil processing trade sector has shown strong performance, with the sector rising over 2% as of June 19, 2023, and individual stocks such as Baomo Co., Ltd. and Maohua Shihua reaching the daily limit [1] - Recent oil price increases have been significant, with WTI crude futures rising by 13.81% and Brent crude futures by 12.80% from June 6 to June 13, 2023, primarily driven by geopolitical factors affecting the oil processing trade sector [1] - The internationalization of oil processing trade is increasing, with China being one of the largest oil importers globally, enhancing the influence of domestic companies in international markets [1] Future Outlook - Institutions are optimistic about the development prospects of the oil processing trade sector, driven by global economic recovery, demand growth, and policy support [2] - Companies are expected to enhance their capabilities through technological innovation and industrial upgrades, potentially gaining larger market shares and profits [2] - The stabilization and recovery of international oil prices, along with geopolitical uncertainties, may further enhance the valuation of the oil processing trade sector, providing good investment returns [2] Company Profiles - **Baomo Co., Ltd. (002476)**: Main business includes oilfield chemicals, fine chemicals, and environmental water treatment, with key products like acrylamide and polyacrylamide [2] - **Maohua Shihua (000637)**: Engaged in the production and sales of petrochemical products, with major products including polypropylene and liquefied petroleum gas [2] - **Baoli International (300135)**: Focuses on the production and sales of modified asphalt and other specialized asphalt products [2] - **Daqing Huake (000985)**: Specializes in fine petrochemical products and pharmaceuticals, with key products including C5 and C9 fractions [3] - **Heshun Petroleum (603353)**: Operates gas station chains, storage, logistics, and wholesale of finished oil products [4] - **Taishan Petroleum (000554)**: Engaged in wholesale and retail of finished oil products, including gasoline and diesel [4] - **Unified Co., Ltd. (600506)**: Focuses on the research, production, and sales of lubricants [4] - **Bohui Co., Ltd. (300839)**: Engaged in the research, production, and sales of specialty aromatic products [5]

消息面上，截至6月17日，伊朗和以色列均打击了对方的能源设施，以色列袭击了德黑兰的沙赫兰油库 和两座天然气加工厂，导致全球最大气田南帕尔斯气田的一座海上平台生产停止，以色列最大的炼油厂 运营商BAZAN集团表示用于生产蒸汽和电力的发电站在伊朗袭击中受到严重破坏，所有炼油厂设施已 全部关闭。 该机构表示，中东地缘政治局势升级，短期内油价有望震荡上行，中长期来看全球地缘政治不确定性仍 存，且原油供需格局仍具备景气基础，在长期主义视角下，持续坚定看好"三桶油"及油服板块。 石油板块19日午后强势拉升，截至发稿，首华燃气20%涨停，科力股份涨超13%盘中再创新高，准油股 份涨停斩获5连板，国际实业、蓝焰控股、茂化实华均涨停，中曼石油涨超8%。 光大证券指出，中东地缘局势波谲云诡，油价于6月13日跳涨后，于6月17日受消息面因素影响而剧烈波 动。展望后市，预计当前主要的能源担忧因素仍未消除：（1）伊朗宣布退出伊核谈判，对伊朗石油生 产销售的制裁可能加剧，2025年1—4月，伊朗原油产量约为330万桶/日，2025年至今伊朗原油出口量约 150万桶/日，占全球海运原油出口的4%；（2）伊朗关闭霍尔木兹海峡的风险仍存，20 ...

油气股持续拉升 国际实业午后涨停 智通财经6月19日电，油气股午后持续拉升，国际实业、宝莫股份午后涨停，准油股份、山东墨龙、茂 化实华此前涨停，通源石油、海默科技、贝肯能源、中曼石油、科力股份等多股涨超5%。 ...

【导读】 A 股市场震荡走低，银行、电子板块存局部行情 中国基金报记者 晨曦 | 跌 4654 | 涨 713 | | --- | --- | | 成交额 8058.88亿 | 预测成交额 1.29万亿，增725亿 | 全 市 场 半 日 成 交 额 为 8 0 5 9 亿 元 ， 较 上 日 小 幅 放 量 ； 全 市 场 4 6 5 4 只 个 股 下 跌 ， 仅 7 1 3 只 个 股 上 涨 。 盘面上，上午能源设备、半导体、银行、食品饮料等板块相对坚挺，固态电池、人形机器 人、央企银行等概念股存在局部行情；国防军工、多元金融、纺织服饰、美容护理等板块不 振，核聚变、减肥药等概念股跌幅居前。 | Wind中国行业指数 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 能源设备 | 半导体 | 银行 | 酒業 | 0.13% | -0.17% | -0.21% | -0.24% | | 陆路运输 | 餐饮旅游 | 汽车零部件 | 石油天然气 | -0.36% | -0.43% | -0.63% | -0.27% | | ...

| 股票名称 | 板数 | 涨跌幅 | 涨停时间 | 上涨逻辑 | | --- | --- | --- | --- | --- | | 诺德股份 | 3天3板 | 10.12% | 09:36 | 固态电池 | | 600110 | | | | | | 湘潭电化 | 首板 | 10.05% | 09:30 | 固态电池 | | 002125 | | | | | | 丰元股份 | 首板 | 10.03% | 09:33 | 固态电池 | | 002805 | | | | | | 海科新源 | 首板 | 20.02% | 09:36 | 固态电池 | | 301292 | | | | | | 科恒股份 | | 11.68% | | 固态电池 | | 300340 | | | | +稀土永 | 归因: 国内首个人形机器人全产业链专业展"2025 杭州 国际人形机器人与机器人技术展览会",将于6月 20-22日在杭州举办。 | 股票名称 | 板数 | 涨跌幅 | 涨停时间 | 上涨逻辑 | | --- | --- | --- | --- | --- | | 凯旺科技 | 首板 | 20.01% | 10:30 | 机 ...

证券之星消息，截至2025年6月9日收盘，茂化实华(000637)报收于3.92元，下跌0.25%，换手率2.57%， 成交量9.46万手，成交额3704.89万元。 6月9日的资金流向数据方面，主力资金净流出804.16万元，占总成交额21.71%，游资资金净流出163.11 万元，占总成交额4.4%，散户资金净流入967.27万元，占总成交额26.11%。 近5日资金流向一览见下表： | | | | | 日期 收盘价 涨跌幅 主力净流入 主力净占比 游资净点比 散户净流入 散户净占比 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-06-09 | 3.92 -0.25% | | -804.16万 | -21.71% | -163.11万 | -4.40% | 967.27万 | - 26.11% | | 2025-06-06 | 3.93 | 1.29% | -149.25万 | -3.45% | 39.46万 | 0.91% | 109.79万 | 2.54% | | 2025-06-05 | | 3.88 ...

证券代码：000637 证券简称：茂化实华 公告编号：2025-025 茂名石化实华股份有限公司 关于完成补选独立董事的公告 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。 茂名石化实华股份有限公司（以下简称"公司"）原独 立董事张保国先生于2025年4月11日向公司提出辞职，申请 辞去公司第十三届董事会独立董事及各专门委员会职务。公 司于2025年5月20日召开第十三届董事会第八次临时会议， 审议通过了《关于接受公司控股股东茂名港集团有限公司关 于提请公司董事会召开临时股东会审议补选独立董事的议 案》，同意提名谭良谋先生为公司第十三届董事会独立董事 候选人。具体内容详见公司于巨潮资讯网2025年5月21日的 《关于公司股东提名第十三届董事会独立董事候选人的公 告》（公告编号：2025-022）。 2025年6月6日，公司召开2025年第一次临时股东会，审 议通过了《关于补选谭良谋先生为第十三届董事会独立董事 的议案》，同意选举谭良谋先生为公司第十三届董事会独立 董事，其任期自本次股东会审议通过之日起至公司第十三届 董事会任期届满之日止。 - 1 - 谭良谋先 ...

中国深圳福田区深南大道 4011 号香港中旅大厦 21A-3、22A、23A、24A、25A、26A， 21A-3/F., 22A/F.,23A/F.,24A/F.,25A/F.,26A/F., CTS Tower, No.4011, ShenNan Road, ShenZhen, 电话（Tel.）：（86）755-83025555；传真（Fax.）：（86）755-83025068, 83025058 邮编(P.C.)：518048；网址（Website）：http://www.huashang.cn 广东华商律师事务所 关于茂名石化实华股份有限公司 2025 年第一次临时股东会的 法律意见书 2025 年 6 月 广东华商律师事务所 关于茂名石化实华股份有限公司 2025 年第一次临时股东会的 法律意见书 致：茂名石化实华股份有限公司 广东华商律师事务所（以下简称"本所"）接受茂名石化实华股份有限公司 （以下简称"公司"）委托，指派经办律师出席公司2025年第一次临时股东会（以 下简称"本次股东会"），并依据《中华人民共和国公司法》（以下简称"《公 司法》"）《中华人民共和国证券法》（以下简称"《证券法》 ...

证券代码：000637 证券简称：茂化实华 公告编号：2025-024 茂名石化实华股份有限公司 2025 年第一次临时股东会决议公告 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。 特别提示： 本次股东会无变更、取消议案的情况，无否决议案的情况，无新 议案提交表决，不涉及变更以往股东会已通过的决议。 一、会议召开情况 （一）会议的通知情况：茂名石化实华股份有限公司（以 下简称"公司"）于 2025 年 5 月 21 日在《证券时报》和巨 潮资讯网刊登了《关于召开公司 2025 年第一次临时股东会 的通知》（公告编号：2025-023）。 （二）会议时间： 1.现场会议：2025 年6 月6 日（周五）下午 2:45 时。 2.网络投票时间为： 通过深圳证券交易所交易系统进行网络投票的起止日 期和时间：2025 年 6 月 6 日 9:15-9:25；9:30—11:30 和 13:00 —15:00。 通过深圳证券交易所互联网投票系统进行网络投票的 - 1 - 起止日期和时间：2025 年 6 月 6 日 9:15—15:00 期间的任意 时间。 （三）现场 ...