岳阳兴长关于持股 5%以上股东之一致行动人部分股份质押的公告 证券代码：000819 证券简称：岳阳兴长 公告编号：2026-005 截止公告日，兴长集团及其一致行动人兴长企服所持质押股份情况如下： | | | | | | 占其 | 占公 | 已质押股份情 | | 未质押股份 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 本次质押 | 本次质押 | | | 况 | | 情况 | | | | | 持股 | | | 所持 | 司总 | | | | | | 股东名 | 持股数量 | 比例 | 前质押股 | 后质押股 | 股份 | 股本 | 已质押 | 占已 | 未质 | 占未 | | 称 | （股） | | 份数量 | 份数量 | | | 股份限 | 质押 | 押股 | 质押 | | | | （%） | | | 比例 | 比例 | | | | | | | | | （股） | （股） | | | 售和冻 | 股份 | 份限 | 股份 | | | | | | | （%） | （%） | | | | | | ...

岳阳兴长石化股份有限公司（以下简称"公司"）于近日收到中信建投证 券股份有限公司（以下简称"中信建投"）出具的《关于变更岳阳兴长 2022 年度向特定对象发行股票持续督导保荐代表人的函》，现将有关情况公告如下： 中信建投作为公司向特定对象发行股票并上市的保荐机构，原指定蔡子先 生和李志强先生为负责持续督导工作的保荐代表人，持续督导期间至 2025 年 12 月 31 日止。目前，持续督导期限已届满，中信建投尚需对公司 2026 年度 募集资金使用情况继续履行持续督导责任。 岳阳兴长关于变更保荐代表人的公告 证券代码：000819 证券简称：岳阳兴长 公告编号：2026-004 岳阳兴长石化股份有限公司 关于变更保荐代表人的公告 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。 1 岳阳兴长关于变更保荐代表人的公告 附件：保荐代表人朱捷先生简历 朱捷先生，保荐代表人，硕士研究生学历，现任中信建投证券投资银行业 务管理委员会高级副总裁。曾主持或参与的项目有：海天股份 IPO 项目、川网 传媒 IPO 项目、易明医药 IPO 项目、和邦生物再融资项目、巨星农牧再融资项 ...

岳阳兴长石化股份有限公司 持股 5%以上股东减持股份实施情况公告 股东湖南长炼兴长企业服务有限公司保证向本公司提供的信息内容真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。 岳阳兴长持股 5%以上股东减持股份实施情况公告 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 证券代码：000819 证券简称：岳阳兴长 公告编号：2026-003 二、其他相关说明 1、兴长企服本次减持遵守了相关法律法规、深交所业务规则的规定，不存在 违规情况。 2、本次减持股东不属于公司控股股东、实际控制人，本次减持计划实施不会 导致公司控制权发生变更，不会对公司治理结构及持续性经营产生不利影响，公司 基本面也未发生重大变化。 2026 年 3 月 23 日，公司收到兴长企服《关于岳阳兴长股份减持计划实施结果 的告知函》，其减持计划于 2026 年 3 月 22 日到期。现将有关具体情况公告如下： 一、股东减持情况 | 股东名称 | 减持方式 | 减持期间 | 减持均价(元) | 减持股数(股) | 减持比例(％) | | --- | --- | --- | --- | --- | --- | | 兴长企 ...

Group 1 - The core point of the news is that Yueyang Xingchang Petrochemical Co., Ltd. won a bid for a procurement project from Sinopec Hunan Petrochemical Co., Ltd., with a bid amount of 1.32 million yuan [1][2][3] Group 2 - Yueyang Xingchang's revenue for 2024 is 3.823 billion yuan, with a revenue growth rate of 24.62% [2][3] - The net profit attributable to the parent company for 2024 is 63 million yuan, with a net profit growth rate of -37.55% [2][3] - The return on equity is 2.99% [2][3] - For the first half of 2025, the company's revenue is 1.529 billion yuan, with a revenue growth rate of -19.17% [2][3] - The net profit attributable to the parent company for the first half of 2025 is -29 million yuan, with a net profit growth rate of -155.58% [2][3] - The company operates in the materials industry, with main product types including catalysts and chemical additives, high polymer materials, hydrogen, liquefied gas, vaccines, and organic chemical raw materials [2][3] - The main business composition for 2024 is as follows: energy chemicals 69.78%, new chemical materials 20.74%, oil products 8.64%, and others 0.84% [2][3]

Core Viewpoint - The report highlights the growth in China's crude oil processing capacity, indicating a positive trend in the industry with a projected increase in processing volume and production over the coming years [1]. Industry Overview - According to the National Bureau of Statistics, China's crude oil processing volume reached 62.46 million tons in December 2025, representing a year-on-year increase of 5% [1]. - The cumulative crude oil processing volume for the entire year of 2025 was 737.588 million tons, showing a cumulative growth of 4.1% [1]. Company Insights - Listed companies in the sector include Hengyi Petrochemical (000703), Rongsheng Petrochemical (002493), Sinopec (600028), PetroChina (601857), Shanghai Petrochemical (600688), Huajin Co. (000059), Taishan Petroleum (000554), Yueyang Xingchang (000819), ST Shihua (000637), and Shenyang Chemical (000698) [1]. Research Report - The report titled "2026-2032 China Oil Industry Development Strategy Analysis and Investment Prospects Research Report" by Zhiyan Consulting provides insights into the future strategies and investment opportunities within the oil industry [1].

Company Performance - The company, Yueyang Xinchang (000819), expects a net loss attributable to shareholders of 50 million to 65 million yuan for the year 2025, compared to a profit of 63.13 million yuan in the same period last year [4] - The expected loss for the non-recurring net profit is between 53 million to 68 million yuan, down from a profit of 54.87 million yuan in the previous year [4] - The basic earnings per share are projected to be between -0.14 yuan and -0.18 yuan [4] Valuation Metrics - As of the latest closing price, the company's price-to-book ratio (P/B) is approximately 2.99 times, and the price-to-sales ratio (P/S) is about 1.79 times [4] - The company's recent price-to-earnings ratio (P/E) trends indicate significant fluctuations, reflecting the company's financial instability [5][6] Industry Context - The chemical industry is currently undergoing a bottom adjustment phase, with multiple pressures on costs affecting profitability [15] - Key raw material prices, such as liquefied petroleum gas, have increased, while product prices have not fully covered the rising costs, leading to a continuous contraction in gross margins [15]

Core Viewpoint - Yueyang Xinchang (000819.SZ) has disclosed its performance forecast for the year 2025, expecting a net loss attributable to shareholders of the listed company between 50 million and 65 million yuan, with a net loss of 53 million to 68 million yuan after deducting non-recurring gains and losses [1] Financial Performance - The company anticipates a net loss of 50 million to 65 million yuan for 2025 [1] - The expected net loss after excluding non-recurring items is projected to be between 53 million and 68 million yuan [1]

Group 1 - The company, Yueyang Xinchang, has disclosed its performance forecast for the year 2025, expecting a net loss attributable to shareholders of between 50 million to 65 million yuan [1] - The net loss after deducting non-recurring gains and losses is anticipated to be between 53 million to 68 million yuan [1]

Group 1 - The company, Yueyang Xinchang, expects a net loss of 65 million to 50 million yuan for 2025, with a non-recurring net loss of 68 million to 53 million yuan [1] - During the reporting period, the company's production facilities, including subsidiaries Huizhou Litop and Xinling Chemical, underwent maintenance starting mid-April, leading to a significant reduction in operational time compared to the same period last year [1] - The chemical industry is currently in a bottom adjustment phase, with multiple cost pressures affecting profitability, as rising prices of key raw materials like liquefied petroleum gas are not fully offset by product price increases, resulting in a narrowing gross margin [1] Group 2 - The company is actively responding to these challenges by optimizing product structure and improving operational efficiency, while closely monitoring industry cycle turning points and market demand changes to strive for improved business performance [1]

Core Viewpoint - The company, Yueyang Xinchang, has released an annual performance forecast indicating a projected net loss for 2025, attributed to operational disruptions and industry challenges [1] Group 1: Financial Projections - The expected net profit attributable to shareholders for 2025 is projected to be between -65 million to -50 million [1] - The expected net profit excluding non-recurring gains and losses for 2025 is projected to be between -68 million to -53 million [1] Group 2: Operational Challenges - The company and its subsidiaries, Huizhou Litop and Xinling Chemical, have experienced significant production downtime due to scheduled maintenance starting from mid-April and resuming operations in late May [1] - The chemical industry is currently in a bottom adjustment phase, with ongoing cost pressures affecting profitability due to changes in supply and demand dynamics [1] Group 3: Cost and Pricing Issues - Key raw material prices, such as liquefied petroleum gas, have increased, while product prices have not fully covered the rising costs, leading to a continuous narrowing of profit margins [1] Group 4: Strategic Response - The company is actively responding to these challenges by optimizing product structure and improving operational efficiency, while closely monitoring industry cycles and market demand changes to improve business performance [1]