炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ "进入厂区请放弃一切自由"，龙头企业现雷人标语 来源：中国新闻周刊 近日，有网友曝光，在广西钦州，一家公司于门头内悬挂了"进入厂区，请自觉放弃一切自由"的大字标 语。 图：该公司门头所示标语，来源：潇湘晨报 据潇湘晨报报道，12月2日，该公司工作人员就此事回应记者时表示 "这件事可以咨询当地警方"。 当记者进一步追问详情时，该工作人员却回应称："不要网上有什么事就找到我们，跟你有什么关系， 多此一举，有什么事情找公安去，吃饱了撑着是不是，干点正事，作为人。" 值得关注的是，12月2日，在钦州港派出所介入协调后，涉事公司已将上述标语撤下。钦州港综合执法 局工作人员表示，他们原本只能要求企业进行整改，如今企业已主动撤掉标语，后续暂无需再采取其他 措施。 此事一经曝光便迅速引发网友广泛关注，不少网友纷纷表示，该标语是在"限制人身自由"，属于不 良"企业文化"的表现。 图：部分网友评论，来源：新京报评论相关文章评论区 据悉，这家工厂的背后主体是广西恒逸新材料有限公司。根据恒逸石化（000703.SZ）发布的2025年半 年报显示，广西恒逸新材料 ...

Core Insights - Beijing Bank successfully launched the first phase of the 2025 25 Hengyi CP006 (Sci-tech Bond) credit risk mitigation certificate, with a scale of 50 million yuan and a term of one year [1][4]. Group 1 - The underlying bond is the sixth phase of the technology innovation bond issued by Zhejiang Hengyi Group Co., Ltd. for the year 2025 [1][4].

成份股方面，钾肥、锂电、石化等板块部分个股涨幅居前。截至收盘，杭氧股份飙涨5.56%，亚钾国际 大涨4.37%，恒逸石化、藏格矿业、华峰化学等多股跟涨超2%。 化工板块今日（12月3日）逆市上涨！反映化工板块整体走势的化工ETF（516020）多数时间红盘震 荡，盘中场内价格最高涨幅达到1.39%，午后略有回落，截至收盘，逆市涨0.38%。 | 证券简称 | 库号 证券代码 | 区间涨跌幅 | | | --- | --- | --- | --- | | | | [区间首日] 2025-01-01 | | | | | [区间尾日] 2025-12-03 | | | | | [単位] % | | | :: 1 000813.CSI 细分化工 | | | 28.1279 | | ::: | 2 000001.SH 上证指数 | | 15.7003 | | ::: | 3 000300.SH 沪深300 | | 15.1500 | 注：统计区间为2025年1月1日至2025年12月3日，细分化工指数近5个完整年度的涨跌幅为：2020年， 51.68%；2021年，15.72%；2022年，-26.87%；2023年， ...

此外，每经资本眼专栏记者发现，2021年至2025年上半年，恒逸石化股价整体处于持续调整走势，但公 司共开展了五次回购计划，合计支付回购金额超过30亿元。 全文请见：上半年增持股份大赚，恒逸石化控股股东拟再增持不低于15亿元！近5年累计回购超30亿 元！ 近期，恒逸石化控股股东再次发布增持计划，计划增持金额不低于15亿元。公告显示，公司控股股东浙 江恒逸集团有限公司（以下简称"恒逸集团"）及其一致行动人杭州恒逸投资有限公司，拟于2025年12月 2日至2026年6月1日，以集中竞价、大宗交易及协议转让方式增持公司股份，增持股份金额不低于 （含）15亿元，不高于（含）25亿元，增持价格区间为不超过10元/股。 2025年上半年，恒逸集团已经增持过恒逸石化。相关公告显示，2025年1月24日至2025年6月23日，恒逸 集团以集中竞价的方式增持公司股份约6600万股（占当时公司总股本的2%），增持金额为3.94亿元 （不含手续费）。 ...

Core Viewpoint - The controlling shareholder of Hengyi Petrochemical has announced a plan to increase its stake in the company, with a total investment of between 1.5 billion and 2.5 billion yuan, which has positively impacted the company's stock price and market performance [1][5]. Group 1: Shareholder Actions - The controlling shareholder, Zhejiang Hengyi Group, and its concerted party, Hangzhou Hengyi Investment, plan to increase their holdings from December 2, 2025, to June 1, 2026, with a minimum investment of 1.5 billion yuan and a maximum of 2.5 billion yuan, at a price not exceeding 10 yuan per share [1]. - In the first half of 2025, Hengyi Group increased its stake by approximately 66 million shares (2% of total shares) for 394 million yuan, with an estimated average purchase price of 5.97 yuan per share, resulting in a floating profit of about 37.52% [2]. - The company has conducted five share repurchase plans over the past five years, with a total expenditure exceeding 3 billion yuan, and three of these repurchase plans are currently in a floating profit state [6]. Group 2: Financial Performance - Hengyi Petrochemical's net profit saw a significant decline of 46.28% in 2024 due to production cuts, but began to recover in the second quarter of 2025, achieving a net profit of 231 million yuan in the first three quarters of 2025, a year-on-year increase of 0.08% [3]. - The net profit for the second and third quarters of 2025 was 175 million yuan and 4.41 million yuan, respectively, with year-on-year growth rates of 953.93% and 102.21% [3]. Group 3: Stock Performance - Following the announcement of the shareholding increase plan, Hengyi Petrochemical's stock price surged to a closing price of 8.21 yuan, with a market capitalization of approximately 29.581 billion yuan [1]. - The company's stock has shown a year-to-date increase of over 35%, attributed to factors such as shareholder increases, share repurchases, and improved financial performance [5][6].

Group 1 - The refining and trading sector increased by 0.82% on December 2, with Hengyi Petrochemical leading the gains [1] - The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1] - Hengyi Petrochemical's stock price rose by 10.05% to 8.21, with a trading volume of 1.27 million shares and a transaction value of 1.04 billion [1] Group 2 - The refining and trading sector saw a net inflow of 6.39 million from main funds, while retail investors experienced a net outflow of 87.25 million [2] - The top stocks in the sector included Hengyi Petrochemical, which had a main fund net outflow of 37.97 million, and China Petroleum, which had a net inflow of 34.74 million [3] - The overall trading activity showed a mixed sentiment, with significant retail outflows across several stocks, indicating cautious investor behavior [3]

Market Overview - The Shanghai Composite Index fell by 0.42% on December 2, with seven industries experiencing gains, led by the oil and petrochemical sector, which rose by 0.71% [1] - The light industry manufacturing sector also saw an increase of 0.55% [1] - Conversely, the media and non-ferrous metals sectors faced declines of 1.75% and 1.36%, respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 46.499 billion yuan, with seven industries recording net inflows [1] - The light industry manufacturing sector had the highest net inflow of 679 million yuan, despite a slight decline of 0.34% [1] - The agriculture, forestry, animal husbandry, and fishery sector also saw a net inflow of 585 million yuan, with a daily drop of 0.34% [1] Industry-Specific Insights: Oil and Petrochemical - The oil and petrochemical sector experienced a 0.71% increase, with a net outflow of 14.7 million yuan [2] - Out of 47 stocks in this sector, 20 stocks rose, including one that hit the daily limit, while 24 stocks declined [2] - The top three stocks with significant net inflows were China Petroleum & Chemical Corporation (472.135 million yuan), Hengyi Petrochemical (332.405 million yuan), and Intercontinental Oil & Gas (241.617 million yuan) [2][3] - The stocks with the highest net outflows included Guanghui Energy (414.025 million yuan), Tongyuan Petroleum (345.877 million yuan), and Heshun Petroleum (286.865 million yuan) [2][3]

Core Viewpoint - Hengyi Petrochemical's major shareholder, Hengyi Group, plans to increase its stake in the company by investing between 1.5 billion to 2.5 billion yuan over the next six months, reflecting confidence in the company's long-term value [1][2] Group 1: Shareholder Actions - Hengyi Group and its concerted parties intend to acquire shares through various methods, with a price cap of 10 yuan per share [1] - The funding for this acquisition will come from Hengyi Group's own funds and special loans from financial institutions, with commitments from banks totaling up to 1 billion yuan [1] - This is not the first time Hengyi Group has increased its stake; a previous plan was executed last year, resulting in an increase of approximately 65.99 million shares, or 2% of total equity, for 394 million yuan [1] Group 2: Company Performance and Industry Context - Hengyi Petrochemical has established a full industry chain from crude oil processing to chemical fiber products, with a dual business model focused on polyester and nylon [2] - As of mid-2023, the company has a refining capacity of 8 million tons per year and significant PTA and polymer production capacities [2] - The company's revenue for the first three quarters of this year was 83.885 billion yuan, a year-on-year decrease of 11.53%, while net profit was 231 million yuan, a slight increase of 0.08% [2] - The third quarter saw revenues of 27.925 billion yuan, down 7.07%, but net profit surged by 102.21% to 440,790 yuan [2] - The company's profitability has been volatile due to intense industry competition and fluctuations in Brent crude oil prices, with net profit changes over the past three years being -131.96%, 140.34%, and -46.28% respectively [2]

数据宝统计，截至14:09，恒逸石化成交额10.01亿元，创2021年9月17日以来新高。最新股价上涨 10.05%，换手率3.41%。上一交易日该股全天成交额为2.32亿元。（数据宝） （文章来源：证券时报网） ...

今日各行业表现（截至下午13:58） （文章来源：证券时报网） 证券时报·数据宝统计，截至下午13:58，今日沪指跌0.51%，A股成交量900.44亿股，成交金额13087.67 亿元，比上一个交易日减少14.35%。个股方面，1478只个股上涨，其中涨停49只，3812只个股下跌， 其中跌停6只。从申万行业来看，石油石化、轻工制造、家用电器等涨幅最大，涨幅分别为0.63%、 0.41%、0.19%；传媒、有色金属、电力设备等跌幅最大，跌幅分别为1.62%、1.58%、1.41%。（数据 宝） | 计算机 | -1.33 | 870.90 | -12.38 | *ST立方 | -19.94 | | --- | --- | --- | --- | --- | --- | | 电力设备 | -1.41 | 1146.66 | -24.07 | ST合纵 | -8.73 | | 有色金属 | -1.58 | 610.96 | -43.52 | 华锡有色 | -6.82 | | 传媒 | -1.62 | 487.16 | -6.13 | 幸福蓝海 | -7.16 | | 申万行业 | 行业涨跌（%） | 成交额（亿 ...