Group 1 - In January 2026, the number and scale of share buyback plans from A-share companies decreased, with 26 companies disclosing new buyback plans compared to 35 in December 2025, indicating a decline in both quantity and scale [1] - The total proposed buyback amount from these 26 companies is approximately 5.682 billion yuan, a decrease of 46.13% from December's 10.548 billion yuan, showing a significant drop in both the number of plans and the total amount [1] - Despite the overall decline, large buybacks remain dominant, with 18 companies planning to repurchase over 100 million yuan, accounting for 69.23% of the total, reflecting strong confidence in their own value [1] Group 2 - Leading companies in the buyback amount for January include Midea Group, Kweichow Moutai, SF Express, Century Huatong, and Yanjinpuzi, with buybacks of 488 million yuan, 451 million yuan, 357 million yuan, 301 million yuan, and 218 million yuan respectively [2] - Both Midea Group and SF Express have exceeded their proposed buyback lower limits, although their buyback paces differ significantly [2]

Market Overview - The three major indices in A-shares experienced slight declines, with the Shanghai Composite Index down 0.25% to 4065 points, the Shenzhen Component down 0.33%, and the ChiNext down 0.73% [2] - The total market turnover was 2.16 trillion yuan, a decrease of 308 billion yuan from the previous trading day, with over 2700 stocks rising [2] Sector Performance - The oil and gas, chemical, and mining sectors showed strong performance, with multiple stocks such as Tongyuan Petroleum and Junyou Co. hitting the daily limit [4] - The chemical sector saw an overall increase of 1.45%, with core sub-industries like basic chemicals and diversified chemicals leading the gains [16] - The basic chemical sector had a net inflow of over 156.73 billion yuan, while the power equipment sector saw a net inflow exceeding 203.54 billion yuan [6] Fund Flow Analysis - Main funds shifted away from defense, media, and food and beverage sectors, moving towards power equipment and basic chemicals [5] - The chemical industry ETF saw significant inflows, with a total of 14.49 billion yuan in net inflows over the past 15 days, indicating strong market confidence in the sector [20] Stock Highlights - Hunan Gold and Data Port were among the top gainers, with net inflows of nearly 29 billion yuan and over 20 billion yuan, respectively [10] - Stocks like Hunan Rihua and Zhejiang Wenlian saw significant outflows, with declines of 7.63% and 9.79% [10] Market Sentiment - The market is currently in a "trial period," with a high number of first-day limit-up stocks but lacking a unified logic, indicating rapid rotation of funds [14] - The strong performance of the chemical sector is attributed to a combination of rising product prices, supply-side contraction, and demand from emerging sectors, suggesting a fundamental recovery rather than mere speculation [17]

Core Viewpoint - The Shanghai Composite Index fell by 0.25% on February 6, with the oil and petrochemical sector leading the gains, increasing by 2.55% [1] Industry Summary - The oil and petrochemical industry saw a rise of 2.55%, with a net inflow of 1.148 billion yuan in main funds. Out of 47 stocks in this sector, 45 rose, and 2 hit the daily limit [1] - The top three stocks with the highest net inflow were: - Intercontinental Oil and Gas with 522 million yuan - China Petroleum with 237 million yuan - China National Offshore Oil with 131 million yuan [1] - The sectors with the largest declines were food and beverage, down 1.86%, and defense and military industry, down 1.66% [1] Company Summary - The top performers in the oil and petrochemical sector included: - Intercontinental Oil and Gas, up 10.00% with a turnover rate of 20.85% - China Petroleum, up 2.28% with a turnover rate of 0.12% - China National Offshore Oil, up 1.84% with a turnover rate of 1.71% [1] - Companies with significant net outflows included: - China Petroleum with a net outflow of 49.215 million yuan - Hengyi Petrochemical with a net outflow of 33.933 million yuan - China Oil Engineering with a net outflow of 28.782 million yuan [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 一、召开会议的基本情况 1、股东会届次：2026年第一次临时股东会 2、股东会的召集人：董事会 3、本次股东会的召开经第十二届董事会第二十九次会议审议通过，本次会议的召集、召开符合《中华 人民共和国公司法》《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管指引第1号 一一主板上市公司规范运作》等法律、行政法规、部门规章、规范性文件及《公司章程》的有关规定。 4、会议时间： 证券代码：000703 证券简称：恒逸石化 公告编号：2026-022 恒逸石化股份有限公司关于召开2026年第一次临时股东会的提示性公告 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。 （1）现场会议时间：2026年02月09日14:30:00 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间为2026年02月09日9:15-9:25， 9:30-11:30，13:00-15:00；通过深圳证券交易所互联网投票系统投票的具体时间为2026年02月09日9:15 至15:00的任意时间。 5、会议的召开方式：现场表 ...

证券代码：000703 证券简称：恒逸石化 公告编号：2026-022 恒逸石化股份有限公司 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、召开会议的基本情况 1、股东会届次：2026 年第一次临时股东会 2、股东会的召集人：董事会 关于召开 2026 年第一次临时股东会的提示性公告 7、出席对象： （1）截至 2026 年 2 月 3 日下午收市时在中国证券登记结算有限责任公司 深圳分公司登记在册的本公司全体股东均有权出席股东会，并可以以书面形式 委托代理人出席会议和参加表决，该股东代理人不必是本公司股东。 3、本次股东会的召开经第十二届董事会第二十九次会议审议通过，本次 会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易所股票上市 规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规范 运作》等法律、行政法规、部门规章、规范性文件及《公司章程》的有关规定。 4、会议时间： （1）现场会议时间：2026 年 02 月 09 日 14:30:00 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间 为 2026 年 ...

Core Viewpoint - The company has successfully entered the trial production phase of its "Qinzhou Project," which integrates the production of caprolactam and nylon, marking a significant step in its strategic development [1] Group 1: Project Overview - The Qinzhou Project is located in the Guangxi Qinzhou Port Petrochemical Park and covers an area of 1,717 acres for its first phase [1] - The first phase includes production facilities for 2*300,000 tons/year of cyclohexanone, 2*400,000 tons/year of hydrogen peroxide, 300,000 tons/year of synthetic ammonia, 10,000 standard cubic meters/hour of hydrogen, 2*300,000 tons/year of caprolactam, and 2*300,000 tons/year of nylon polymerization [1] Group 2: Competitive Advantages - Technical Advantage: The project utilizes multiple patented technologies and intellectual property developed by the company, employing advanced unit technologies and energy-saving techniques, which are expected to significantly reduce production costs [1] - Integration Advantage: The project integrates production factors and energy resources throughout the entire process, optimizing energy and material consumption indicators to reach industry-leading levels [1] - Product Structure Advantage: The project will produce a diverse range of finished products, including civilian fibers, engineering plastics, and films, which aligns with the growing demand for nylon driven by industrial development and the localization of components [1] Group 3: Strategic Implications - The Qinzhou Project aligns with national industrial development policies and is expected to promote high-quality growth in the industry and the company [1] - It will facilitate a leap in the company's nylon chip production capacity, enhancing its market influence and overall competitiveness in the nylon sector [1] - The project supports the deepening of the company's integration strategy, extending the aromatic downstream industrial chain and achieving efficient collaboration and resource optimization across the supply chain [1]

证券日报网2月4日讯 ，恒逸石化在接受调研者提问时表示，公司文莱项目所需原油部分来源于文莱本 国，其余部分从中东、北非等原油国采购，采购来源多元化，公司会根据生产经营情况灵活安排原油采 购计划。 （文章来源：证券日报） ...

证券日报网2月4日讯，恒逸石化（000703）在接受调研者提问时表示，基于下述原因，公司对聚酯行业 持长期看好态度：(1)下游需求稳健，行业景气度向好发展。2025年上半年，国内外市场需求稳步增 长。国内需求方面，中国社会消费品零售总额同比增长5%，其中服装、鞋帽、针纺织品类同比增长 3.1%，实现温和增长。海外需求方面，在国际贸易格局复杂多变的背景下，2025年1月-6月纤维-纺服产 业链出口量增长12%，出口总额为1439.8亿美元，同比增长0.8%，呈现"以价换量"特征；根据CCF统 计，2025年1月-6月中国聚酯行业出口总量为719.2万吨，其中长丝出口地均为新兴市场国家，聚酯出口 保持增长。(2)产能增速分化，龙头优势凸显。根据CCF数据，2025年上半年，涤纶长丝新增产能65万 吨，产能增速明显放缓；聚酯瓶片新增产能约200万吨，仍处于快速扩张期，导致加工费处于低位。随 着行业内落后产能进一步出清、环保政策趋严以及设备供应要求不断提高，行业准入门槛将进一步加 大，聚酯行业的市场集中度将持续得到优化。公司作为行业领军企业，凭借技术研发优势和规模效应持 续巩固市场地位，在差异化产品开发、智能化生产及 ...

南财智讯2月4日电，恒逸石化在投资者关系活动中表示，本次交易完成后，上市公司将持有恒逸能源科 技（吐鲁番）有限公司100%股权，有利于加快推进项目建设，提升整体运营效率，保障聚酯原材料的 稳定供应，进一步巩固与提高公司上下游产业链一体化协同优势。 ...

南财智讯2月4日电，恒逸石化在投资者关系活动中表示，公司"年产120万吨己内酰胺-聚酰胺产业一体 化及配套工程项目"（钦州项目）一期平稳实现全流程打通，顺利进入试生产阶段。 ...