岳阳兴长关于股票交易异常波动的公告 本公司及董事会全体董事保证信息披露内容真实、准确、完整，没有虚假记载、 误导性陈述或者重大遗漏。 一、股票交易异常波动情况 本公司股票(股票代码：000819，证券简称：岳阳兴长)交易价格已连续二个交易 日(2025年10月9日、2025年10月10日)收盘价格涨幅偏离值累计达到21.52％，根据《深 圳证券交易所股票上市规则》的规定，属于股票交易异常波动。 二、公司关注并核实的相关情况 针对股票价格异常波动情况，公司对有关事项进行核查，现说明如下: 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司未发现近期有公共媒体报道了可能或已经对本公司股票交易价格产生较大影 响的未公开重大信息。 证券代码：000819 证券简称：岳阳兴长 公告编号：2025-047 岳阳兴长石化股份有限公司 关于股票交易异常波动的公告 岳阳兴长关于股票交易异常波动的公告 本公司董事会确认，本公司目前没有任何根据《深圳证券交易所股票上市规则》 等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、协议等， 董事会也未获悉本公司有根据《深圳证券交易所股票上市规则》等有关规定应予以 ...

Investment Rating - The report maintains an "Accumulate" rating for the basic chemical industry [5] Core Viewpoints - The 2025 Nobel Prize in Chemistry was awarded to three scientists for their pioneering contributions in the field of Metal-Organic Frameworks (MOFs), which opens new avenues for material science and addresses global energy, environmental, and health issues [1] - MOFs exhibit excellent physical and chemical properties, including high porosity, large specific surface area, and high thermal and chemical stability, making them suitable for various applications [2] - The report highlights the broad application fields of MOFs, including gas storage and separation, catalysis, energy storage and conversion, and biomedical applications, indicating a promising future for their industrialization [3] Summary by Sections 1. Industry Performance - The basic chemical sector showed a mixed performance, with the CITIC basic chemical sector index rising by 0.8%, ranking 13th among all sectors [9] - The top-performing sub-sectors included phosphate and phosphorus chemicals (+5.9%) and potassium fertilizers (+4.9%) [11] 2. Key Product Price Tracking - Notable price increases were observed in aluminum fluoride (+5.86%) and various coated membranes [16] - The report also tracks price declines in products like naphtha (-3.60%) and urea (-3.09%) [18] 3. Sub-industry Dynamics - The report discusses various sub-sectors, including the polyester filament market experiencing price fluctuations and the polyurethane sector facing steady declines [19] - The fertilizer market is noted for its weak performance due to adverse weather conditions affecting agricultural activities [19]

Market Overview - On October 10, A-shares experienced a collective pullback, with the Shanghai Composite Index down 0.94% to 3897.03 points, the Shenzhen Component Index down 2.70% to 13355.42 points, and the ChiNext Index down 4.55% to 3113.26 points [1] - The trading volume in the Shanghai and Shenzhen markets was 25.156 billion yuan, a decrease of 1.376 billion yuan compared to October 9 [1] - Most industry sectors saw declines, with cement, gas, public utilities, and coal industries performing relatively well, while battery, semiconductor, energy metals, precious metals, photovoltaic equipment, and minor metals sectors faced significant declines [1] Company-Specific Insights - The stock of Yueyang Xingchang, which is engaged in the development, production, and sales of petrochemical products, experienced a surge, with the company being the largest MTBE producer in Central South China [4] - Yueyang Xingchang reported a negative earnings per share of -0.08 yuan for the first half of 2025, with a net profit attributable to shareholders of -29.4833 million yuan, reflecting a year-on-year decline of 155.58% [4] - The company is reportedly the largest supplier of MOF materials to CATL, surpassing BASF, and is involved in a project that converts low-value mixed waste plastics into high-value chemical raw materials, indicating potential future benefits from this technology [4] Sector Trends - Despite the drop in leading technology stocks, lower-tier technology stocks showed strong performance, particularly in the lithography machine sector, which saw an index increase of nearly 7% [3] - The upcoming "Chip Exhibition" in Shenzhen from October 15 to 17 is expected to provide positive stimuli for the semiconductor sector [3] - The overall market remains focused on technology stocks, with the potential for a rebound as long as the static price-to-earnings ratio remains below 300 times, suggesting that these stocks could regain financing interest [2][3]

Group 1 - The Nobel Prize in Chemistry for 2025 was awarded to Japanese scientist Shin Kitagawa, Australian scientist Richard Robson, and American scientist Omar Yaghi for their contributions to the development of Metal-Organic Frameworks (MOFs) [1] - MOFs are recognized for their customizable properties and potential applications in addressing water crises, energy challenges, and pollution issues, marking a new era of "designed materials" [1] Group 2 - MOFs have made significant breakthroughs in carbon capture technology, providing a key pathway for achieving carbon neutrality [2] - The CALF-20 MOF material, detailed in a 2021 paper, is noted for its high capacity, selectivity, stability, and scalability, offering a low-energy, durable solution for carbon capture [2] - Since January 2021, CALF-20 has been undergoing industrial trials at a cement plant in Canada, capturing one ton of CO2 daily, making it the first industrial demonstration of a MOF material [2][3] Group 3 - Multiple countries, including Canada, the UK, Germany, and China, are advancing the industrial application of MOFs, targeting significant CO2 capture capabilities with lower energy consumption [4] - A factory named Redwood in Burnaby, Canada, aims to produce enough MOF-based filters to capture 10 million tons of CO2 annually, indicating a major commercial breakthrough for MOFs [4] - MOFs are also enhancing hydrogen storage efficiency, with specific MOFs achieving hydrogen storage capacities of 14.0wt% and 13.2wt% under certain conditions, surpassing traditional high-pressure gas cylinders [4] Group 4 - In China, MOF applications are advancing, with facilities utilizing MOFs for carbon capture and water collection in arid regions [6] - Carbon Yu New Materials Co., based in Zhuhai, has developed over 40 MOF products and aims to surpass BASF in the industry within 3-5 years [6] - Yueyang Xingchang is the only domestic company achieving large-scale production of MOF materials and has begun testing its MOF materials as solid-state battery electrolytes with CATL [6]

Market Overview - The refining and trading sector increased by 0.4% compared to the previous trading day, with Yueyang Xinchang leading the gains [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Stock Performance - Yueyang Xinchang (000819) saw a closing price of 20.13, with a significant increase of 10.00% and a trading volume of 277,600 shares, amounting to a transaction value of 553 million [1] - Wanbangda (300055) closed at 6.49, up 7.99%, with a trading volume of 525,800 shares [1] - Other notable performers include Hengtong Co., Ltd. (603223) with a 4.13% increase, and Hengyi Petrochemical (000703) with a 3.00% increase [1] Capital Flow - The refining and trading sector experienced a net inflow of 305 million in main funds, while retail investors saw a net outflow of 159 million [2][3] - Major stocks like Guanghui Energy (600256) had a net inflow of 1.82 billion, while China Petroleum (601857) had a net inflow of 72.64 million [3] Individual Stock Analysis - Guanghui Energy (600256) had a main fund net inflow of 1.82 billion, but retail investors showed a net outflow of 99.72 million [3] - China Petroleum (601857) had a mixed capital flow with a main fund net inflow of 72.64 million and a retail net inflow of 666.08 million [3] - Yueyang Xinchang (000819) had a main fund net inflow of 59.38 million, but retail investors experienced a net outflow of 1.07 million [3]

Market Performance - The refining and trading sector increased by 2.19% on October 9, with Yueyang Xinchang leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Stock Highlights - Yueyang Xinchang (code: 618000) closed at 18.30, rising by 9.98% with a trading volume of 102,400 shares and a turnover of 186 million yuan [1] - Wanbangda (code: 300055) saw a 4.16% increase, closing at 6.01 with a trading volume of 210,500 shares [1] - Other notable stocks include Dongfang Shenghong (code: 000301) up 3.79%, Guanghui Energy (code: 600256) up 2.98%, and China Petroleum (code: 601857) up 2.73% [1] Capital Flow - The refining and trading sector experienced a net inflow of 335 million yuan from institutional investors, while retail investors saw a net outflow of 244 million yuan [2] - The main capital inflow was observed in China Petroleum, which had a net inflow of 113 million yuan, accounting for 6.51% of its total trading volume [3] - Other companies with significant net inflows include Guanghui Energy and China Sinopec, with net inflows of 86.59 million yuan and 68.75 million yuan, respectively [3]

Market Overview - The Shanghai Composite Index fell by 1.23% today, with a trading volume of 1,083.14 million shares and a transaction value of 17,135.39 billion yuan, an increase of 26.47% compared to the previous trading day [1]. Industry Performance - Among the industries, the banking sector had the highest increase, up by 2.15%, with Nanjing Bank leading at a rise of 4.30% [1]. - The computer, social services, and comprehensive sectors experienced the largest declines, down by 3.74%, 3.73%, and 3.57% respectively [1][2]. Detailed Industry Data - **Banking**: +2.15%, transaction value 315.69 billion yuan, up 126.85% from the previous day, led by Nanjing Bank (+4.30%) [1]. - **Coal**: -0.02%, transaction value 103.20 billion yuan, up 34.02%, led by Antai Group (-5.22%) [1]. - **Utilities**: -0.28%, transaction value 229.25 billion yuan, up 23.66%, led by Jingyuntong (-5.99%) [1]. - **Oil & Petrochemicals**: -0.50%, transaction value 60.02 billion yuan, up 20.24%, led by Yueyang Xingchang (-4.60%) [1]. - **Transportation**: -0.91%, transaction value 224.70 billion yuan, up 20.14%, led by Jushen Co. (-9.87%) [1]. - **Food & Beverage**: -1.10%, transaction value 205.01 billion yuan, up 31.81%, led by Ziyan Food (-5.40%) [1]. - **Construction & Decoration**: -1.12%, transaction value 252.99 billion yuan, up 18.05%, led by Yabo Co. (-6.56%) [1]. - **Household Appliances**: -1.30%, transaction value 315.39 billion yuan, up 10.99%, led by Greer (-8.21%) [1]. - **Power Equipment**: -1.48%, transaction value 1,861.78 billion yuan, up 44.25%, led by Daqian Energy (-7.29%) [1]. - **Automotive**: -1.52%, transaction value 1,037.23 billion yuan, up 20.58%, led by Shanghai Wumao (-9.93%) [1]. - **Textiles & Apparel**: -1.58%, transaction value 128.03 billion yuan, up 15.04%, led by Sanfu Outdoor (-5.97%) [1]. - **Agriculture, Forestry, Animal Husbandry, and Fishery**: -1.65%, transaction value 121.46 billion yuan, up 11.51%, led by Aonong Biological (-6.99%) [1]. - **Non-Bank Financials**: -1.72%, transaction value 431.67 billion yuan, up 55.06%, led by Yalian Development (-5.63%) [1]. - **Environmental Protection**: -1.75%, transaction value 151.27 billion yuan, up 35.24%, led by Henghe Co. (-10.64%) [1]. - **Construction Materials**: -2.28%, transaction value 116.54 billion yuan, up 18.34%, led by Gongyuan Co. (-6.75%) [1]. - **Nonferrous Metals**: -2.36%, transaction value 761.40 billion yuan, up 20.71%, led by Tengyuan Cobalt (-6.04%) [1]. - **Media**: -2.36%, transaction value 390.38 billion yuan, up 24.71%, led by Jinyi Film (-8.95%) [1]. - **Beauty & Personal Care**: -2.50%, transaction value 30.26 billion yuan, up 30.69%, led by Huaye Fragrance (-4.78%) [1]. - **Defense & Military**: -2.52%, transaction value 384.06 billion yuan, up 22.18%, led by ST Sicor (-11.43%) [1]. - **Telecommunications**: -2.54%, transaction value 1,124.99 billion yuan, up 29.44%, led by Dekeli (-14.18%) [1]. - **Electronics**: -2.56%, transaction value 3,735.81 billion yuan, up 19.69%, led by Zhixin Electronics (-10.74%) [1]. - **Machinery Equipment**: -2.65%, transaction value 1,391.63 billion yuan, up 24.55%, led by Huizhong Co. (-10.29%) [1]. - **Basic Chemicals**: -2.66%, transaction value 645.44 billion yuan, up 13.75%, led by Dingjide (-7.52%) [1]. - **Steel**: -2.78%, transaction value 68.00 billion yuan, down 2.07%, led by Shougang Co. (-5.26%) [1]. - **Light Industry Manufacturing**: -2.80%, transaction value 174.20 billion yuan, up 4.62%, led by Haotaitai (-10.01%) [1]. - **Pharmaceuticals & Biotechnology**: -3.02%, transaction value 805.28 billion yuan, up 33.02%, led by Kangle Weishi (-12.10%) [1]. - **Real Estate**: -3.17%, transaction value 252.56 billion yuan, up 13.91%, led by Electronic City (-9.86%) [1]. - **Commerce & Retail**: -3.57%, transaction value 38.87 billion yuan, up 81.17%, led by Nanjing Business Travel [2]. - **Social Services**: -3.73%, transaction value 151.27 billion yuan, up 0.36%, led by Yunnan Tourism (-10.01%) [2]. - **Computers**: -3.74%, transaction value 1,426.22 billion yuan, up 34.17%, led by ST Chuangyi (-19.97%) [2].

南财智讯9月18日电，岳阳兴长公告，湖南长炼兴长集团有限责任公司及其一致行动人湖南长炼兴长企 业服务有限公司于2025年8月20日至9月16日期间，通过集中竞价方式减持岳阳兴长股份304,800股，占 公司总股本的0.082%。此次变动后，兴长集团及其一致行动人合计持有公司股份从4094.34万股减少至 4063.86万股，合计持股比例从11.075%减少至10.998%，触及1%的整数倍。此次变动不会对公司治理结 构及持续经营产生重大不利影响，也不会导致公司控制权发生变更。 ...

岳阳兴长关于持股 5%以上股东及其一致行动人权益变动触及 1%整数倍的公告 证券代码：000819 证券简称：岳阳兴长 编号：2025-046 岳阳兴长石化股份有限公司 关于持股 5%以上股东及其一致行动人权益变动触及 1%整数倍的公告 股东湖南长炼兴长集团有限责任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。 岳阳兴长关于持股 5%以上股东及其一致行动人权益变动触及 1%整数倍的公告 说明：公司根据《2022 年限制性股票激励计划（草案）》的相关规定，于 2025 年 9 月 3 日，对激励计 划 2 名离职的个人所持 19.30 万股限制性股票予以回购注销，公司股份总数由 369,697,506 股变更为 369,504,506 股。 公司于近日收到股东兴长集团出具的《权益变动触及 1%整数倍的告知函》， 兴长集团自 2025 年 8 月 20 日至 2025 年 9 月 16 日已累计减持公司股份 304,800 股，占公司总股本的 0.082%。本次权益变动后，兴长集团及其一致行动人兴长企 服合计持有公司股份数从 40,943,363 股减少至 40,638,5 ...

Core Insights - The environmental impact assessment for the 300,000 tons/year polyethylene new materials facility of Huizhou Litop New Materials Co., Ltd., a subsidiary of Yueyang Xinchang, has been approved with a total investment of 150 million yuan [1] - The "A-share Green Report" project aims to enhance transparency in environmental information of listed companies, utilizing authoritative environmental regulatory data from 31 provinces and 337 cities [1] - The latest A-share Green Weekly Report indicated that four listed companies recently exposed environmental risks [1] Company Overview - Yueyang Xinchang's main business is in the petrochemical industry, contributing 99.86% to its revenue, with other sectors accounting for 0.14% [3] - The company's market capitalization is 6.677 billion yuan, with revenue figures of 3.067 billion yuan for 2023, projected to rise to 3.823 billion yuan in 2024, and 1.529 billion yuan in the first half of 2025 [4] - The net profit attributable to the parent company shows a significant decline, with figures of 10.10768 billion yuan in 2023, 6.31256 billion yuan in 2024, and a loss of 2.94833 billion yuan in the first half of 2025 [4] - The company's gross profit margin has decreased from 18.02% in 2023 to 16.04% in the first half of 2025 [4] - The cash flow from operating activities was reported at 1.667711 billion yuan, with a negative cash flow of 1.040590 billion yuan in the first half of 2025 [4] - Accounts receivable have decreased from 1.314574 billion yuan to 733.804 million yuan over the same period [4]