Qinghai Salt Lake Industry (000792)

Search documents
化工行业有望开启周期新起点,石化ETF(159731)近3个月超越基准年化收益达8.15%
Xin Lang Cai Jing· 2025-08-28 06:37
| 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 600309 | 万华化学 | -0.88% | 10.04% | | 601857 | 中国石油 | -0.12% | 9.51% | | 600028 | 中国石化 | 0.35% | 8.07% | | 000792 | 盐湖股份 | 0.88% | 6.21% | | 600938 | 中国海油 | 0.75% | 6.13% | | 600160 | 巨化股份 | 0.70% | 3.80% | | 600988 | 宝丰能源 | 0.00% | 3.48% | | 000408 | 藏格矿业 | 1.63% | 3.29% | | 600426 | 华鲁恒升 | -0.04% | 3.16% | | 600346 | 恒力石化 | 1.39% | 2.96% | 开源证券指出,2024年以来行业固定资产投资增速已明显放缓,供给端逐步迎来边际改善,我国化工品 全球市占率稳步提升,化工行业有望开启周期新起点。短期海外需求或受冲击,看好内需及供需格局优 先改善相关行业标的;中长期看好化工在油价低 ...
外资巨头发声看好!主力64亿资金疯狂抢筹化工板块,化工ETF(516020)收涨1.39%日线五连阳
Xin Lang Ji Jin· 2025-08-26 12:29
化工板块今日(8月26日)继续大涨。反映化工板块整体走势的化工ETF(516020)开盘后迅速拉升, 盘中场内价格涨幅一度达到2.08%,尾盘略有回落,截至收盘,涨1.39%。 成份股方面,钛白粉、氮肥、橡胶制品等板块部分个股涨幅居前。截至收盘,中核钛白涨停,鲁西化 工、中化国际双双大涨超6%,君正集团、博源化工、桐昆股份等多股涨超4%。 | 序号 | લ્લ્લ્લ | 名称 | 主力净流入额 ▼ | 60日主力净流入额 | | --- | --- | --- | --- | --- | | 1 | CI005027 | 计算机(中信) | 116.35亿 | 3104.54亿 | | 2 | CI005025 | 电子(中信) | 108.43亿 | 3643.07亿 | | 3 | CI005028 | 传媒(中信) | 71.37亿 | 1049.48亿 | | 4 | CI005006 | 基础化工(中信) | 64.93亿 | 1583.72亿 | | ર | CI005013 | 汽车(中信) | 33.18亿 | 896.38亿 | 消息面上,多家外资巨头看好化工行业。高盛与国内机构交流显示, ...
盐湖股份涨2.05%,成交额8.11亿元,主力资金净流入3975.73万元
Xin Lang Cai Jing· 2025-08-26 03:12
Group 1 - The core viewpoint of the news is that Salt Lake Co., Ltd. has shown significant stock performance and financial growth, with a notable increase in share price and market capitalization [1][2]. - As of August 26, the stock price of Salt Lake Co., Ltd. rose by 2.05% to 19.95 CNY per share, with a total market capitalization of 105.57 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 21.20%, with a 4.40% rise in the last five trading days and a 26.51% increase over the past 60 days [1]. Group 2 - For the first quarter of 2025, Salt Lake Co., Ltd. reported a revenue of 3.12 billion CNY, representing a year-on-year growth of 14.50%, and a net profit attributable to shareholders of 1.15 billion CNY, up 22.52% year-on-year [2]. - The company has distributed a total of 5.31 billion CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. - As of March 31, 2025, the number of shareholders increased to 214,400, while the average circulating shares per person decreased by 0.16% to 24,683 shares [2][3].
“反内卷”有望推动锂矿行业供需关系改善
Shang Hai Zheng Quan Bao· 2025-08-25 20:09
电池级碳酸锂价格走势图 (单位:元/吨) ◎记者 李少鹏 在锂价回暖之际,锂矿企业也迎来2025年"中考"成绩放榜。总体来看,由于上半年碳酸锂吨价一度跌至 6万元下方,锂矿企业半年报财务数据并不出彩,部分企业尚未摆脱亏损。 "锂矿企业的业绩表现主要还是与锂价挂钩。从上半年锂价走势来看,行业公司的整体表现也在预期之 内。"有熟悉锂产业的人士告诉上海证券报记者,尽管上半年有企业"亏钱"硬扛,但随着"反内卷"深入 到锂电材料行业,"锂矿企业最艰难的日子应该要过去了"。 近期,宁德时代江西锂矿停产一事让碳酸锂供给收缩预期大幅抬升。受此影响,碳酸锂期货与现货价格 联动上涨,一度升至8万元/吨上方。有市场人士直言,碳酸锂价格的上涨将直接影响到矿端生态,或间 接推动矿商利润修复与供应响应。 锂价拖累 矿企"中考"成绩符合预期 尽管还有几家锂矿企业尚未披露半年报,但从已披露公司来看,上半年锂价持续磨底或是造成矿企业绩 下滑的主要因素。 以锂矿开采头部企业中矿资源为例,公司近期披露的半年报显示,上半年实现营业收入32.67亿元,同 比增长34.89%;归母净利润8912.89万元,同比下降81.16%。中矿资源表示,尽管公司持 ...
韩国拟削减25%石脑油产能,六部门部署规范光伏产业竞争秩序
Huaan Securities· 2025-08-25 09:18
[Table_IndNameRptType] 基础化工 行业周报 韩国拟削减 25%石脑油产能,六部门部署规范光伏产业竞争秩序 [Table_Chart] 行业指数与沪深 300 走势比较 -14% 0% 14% 27% 41% 2/24 5/24 8/24 11/24 2/25 5/25 8/25 基础化工 沪深300 [Table_Author] 分析师:王强峰 执业证书号:S0010522110002 电话:13621792701 邮箱:wangqf@hazq.com 分析师:潘宁馨 执业证书号:S0010524070002 电话:13816562460 邮箱:pannx@hazq.com [Table_Report] 相关报告 1.中美"关税休战"再延长,1880 亿设备更新 补助资金下达 20250815 2.绿色液体燃料首批试点项目公式,制冷剂 价格涨势延续 20250808 3."反内卷"再催化,农药行业开启三年"正风 治卷"行动 20250801 4."反内卷"政策持续发力,《价格法》修订规 范市场价格秩序 20250725 [Table_IndRank] 行业评级:增持 报告日期: 2025 ...
降息预期提振+旺季需求回暖,看好商品价格表现 | 投研报告
Zhong Guo Neng Yuan Wang· 2025-08-25 02:50
民生证券近日发布有色金属周报:本周(08/18-08/22)上证综指上涨3.49%,沪深300指 数上涨4.18%,SW有色指数上涨1.33%,贵金属COMEX黄金+1.05%,COMEX白银 +2.26%。工业金属LME铝、铜、锌、铅、镍、锡价格分别变动+0.73%、+0.50%、+0.32%、 +0.56%、-1.45%、+0.70%,工业金属库存LME铝、铜、锌、铅、镍、锡分别变动-0.17%、 +0.11%、-10.81%、+4.58%、-0.90%、+7.85%。 以下为研究报告摘要: 本周(08/18-08/22)上证综指上涨3.49%,沪深300指数上涨4.18%,SW有色指数上涨 1.33%,贵金属COMEX黄金+1.05%,COMEX白银+2.26%。工业金属LME铝、铜、锌、 铅、镍、锡价格分别变动+0.73%、+0.50%、+0.32%、+0.56%、-1.45%、+0.70%,工业金属 库存LME铝、铜、锌、铅、镍、锡分别变动-0.17%、+0.11%、-10.81%、+4.58%、-0.90%、 +7.85%。 工业金属:美联储降息预期上升,叠加旺季需求预期改善,工业金属价格有望上行 ...
农资周观察丨盐湖股份、史丹利、兴发集团、湖北宜化、金正大、富邦科技、澳佳生态等企业新动向
Xin Lang Cai Jing· 2025-08-24 12:33
Industry Focus - The 2025 CBP Bio-Agriculture Promotion Conference will focus on the core issues of biological transformation in the agricultural sector, aiming to interpret cutting-edge trends and development directions in bio-agriculture [1] - The Chinese fertilizer export situation for 2025 is expected to show "total volume growth year-on-year, continuous optimization of structure, and emerging markets" according to a senior consultant from Beijing Guotong Big Data Co., Ltd [1] - The Ministry of Agriculture and Rural Affairs has initiated a major pest and disease prevention campaign for autumn grain crops, organizing field observations in major producing provinces [1] Market Analysis - In Shandong and Chongqing, the agricultural input market is becoming more active as the autumn fertilizer preparation period begins, indicating a potential improvement in trading atmosphere [1] - The domestic monoammonium phosphate market is experiencing a significant divergence between strong upstream costs and weak downstream demand, leading to a stalemate in the market [1] Company Dynamics - Xingfa Group is actively responding to national supply and price stabilization calls amid a surge in agricultural input demand during the busy season [1] - Stanley's mid-year report shows a revenue of 6.391 billion yuan, a year-on-year increase of 12.66%, and a net profit of 607 million yuan, up 18.9% year-on-year [1] - Fubon Technology is leading a major agricultural microbiology project in Hubei Province focused on the creation and application demonstration of efficient crop nitrogen-fixing agents [1] - Jinzhe Group ranked 31st on the innovation list of the 2025 Shandong Top 100 Private Enterprises [1] - Hubei Yihua reported a net profit of 399 million yuan for the first half of 2025, a year-on-year decrease of 43.92% [1] Company Announcements - Salt Lake Co. announced the termination of a $300 million subscription intention for a merger with Highfield Resources Limited after a comprehensive evaluation [2] - Aojia Ecological reported a profit of 668,700 yuan for the first half of 2025, reversing a loss from the previous year, with a revenue of 101 million yuan, up 30.56% year-on-year [2]
美联储释放偏鸽信号,全面看多有色金属
GOLDEN SUN SECURITIES· 2025-08-24 08:54
证券研究报告 | 行业周报 gszqdatemark 2025 08 24 年 月 日 能源金属:(1)锂:供给扰动持续发酵,锂价强势反弹。①价格:本周电碳上涨 1.5%至 8.4 万元/吨,电氢价格上涨 4.4%至 8.2 万元/吨;碳酸锂期货主连下跌 6.6%至 8.0 万元/吨。成 本端锂辉石跌 0.6%至 934 美元/吨,锂云母跌 2.1%至 2055 元/吨。②供给:本周碳酸锂产 量环减 4%至 1.9 万吨,碳酸锂库存环减 713 吨至 14.15 万吨。③需求:据乘联会预测,8 月乘用车/电动车销量为 194/110 万辆,渗透率 57%,乘用车同环比+2%/+6%,电动车同 环比+7%/+11%。本周产量环降主因云母和盐湖提锂产量下降;库存端,锂盐厂大幅去库, 贸易商获利了结,材料厂增加采购,整体库存下降。本周期货市场冲高回落,主因江特电机 复产及锂精矿进口量大增导致的看涨情绪回落。现货端维持坚挺,现货价未跟随期货波动, 停产去库逐步兑现,供需面维持紧平衡。后市看,我们认为供给扰动叠加下游补库季节,预 计锂价维持偏强运行。(2)金属硅:基本面未有明显改善,短期硅价震荡运行。①库存: 中国社会 ...
有色金属周报20250824:降息预期提振+旺季需求回暖,看好商品价格表现-20250824
Minsheng Securities· 2025-08-24 08:34
有色金属周报 20250824 降息预期提振+旺季需求回暖,看好商品价格表现 2025 年 08 月 24 日 ➢ 本周(08/18-08/22)上证综指上涨 3.49%,沪深 300 指数上涨 4.18%,SW 有 色指数上涨 1.33%,贵金属 COMEX 黄金+1.05%,COMEX 白银+2.26%。工业金属 LME 铝、铜、锌、铅、镍、锡价格分别变动+0.73%、+0.50%、+0.32%、+0.56%、 -1.45%、+0.70%,工业金属库存 LME 铝、铜、锌、铅、镍、锡分别变动-0.17%、 +0.11%、-10.81%、+4.58%、-0.90%、+7.85%。 ➢ 工业金属:美联储降息预期上升,叠加旺季需求预期改善,工业金属价格有望上 行。铜方面,本周 SMM 进口铜精矿指数(周)报-41.15 美元/吨,环比减少 3.47 美元 /吨,精铜杆企业开工率上升至 71.80%,环比上升 1.20 个百分点,需求整体较为平 稳,下游以刚需采购为主。铝方面,供应端随着少量置换产能投产,产量微幅增长,需 求侧部分企业已开始为后续旺季订单转好储备库存,订单转好预期增强。国内电解铝社 会库存 59. ...
盐湖股份股价微涨0.16% 公司碳酸锂产能达4万吨
Jin Rong Jie· 2025-08-22 17:33
8月22日,盐湖股份主力资金净流出8174.91万元。近五个交易日累计净流出1.20亿元。 盐湖股份主营业务为氯化钾和碳酸锂的生产销售。公司拥有500万吨/年的氯化钾产能装置,同时已建成 4万吨/年的碳酸锂产能。公司表示正在加快实施"走出去"战略,积极布局境内外钾、锂矿资源获取。 盐湖股份最新股价报19.33元,较前一交易日上涨0.16%。盘中最高触及19.40元,最低下探至19.21元, 成交金额9.50亿元。 风险提示:以上内容仅供参考,不构成投资建议。市场有风险,投资需谨慎。 ...