Group 1: Company Operations - The overall production and operation of the company is normal, with enhanced safety management in response to summer heat, ensuring stable operations across production enterprises [1] - The company is actively analyzing market changes and adjusting production, sales, and procurement strategies to maximize economic benefits while minimizing risks [1] Group 2: Market Conditions - In Q2 2025, chemical product prices fluctuated due to factors such as peer company operating rates, upstream and downstream demand changes, and oil price variations [2] - The company is adjusting its product prices based on market conditions, with online sales through the Lushi Mall ensuring price transparency [2] Group 3: Dividend Policy - The profit distribution plan for 2024 proposes a cash dividend of 3.50 yuan (including tax) for every 10 shares, based on the total share capital at the end of 2024, and the distribution has been completed [2] - Future dividend plans will be determined in accordance with regulatory requirements, considering profitability, cash flow, and shareholder returns [2] Group 4: Market Outlook - The market price of chemical products is influenced by various factors, making it difficult to predict future trends [2] - The company will continue to monitor market changes, adjust strategies accordingly, and leverage integrated advantages to seize market opportunities [2]

证券之星消息，7月31日化学原料板块较上一交易日下跌2.96%，鲁西化工领跌。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。化学原料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000691 | *ST亚太 | 6.35 | 4.96% | 8.80万 | | 5517.98万 | | 000818 | 航锦科技 | 21.80 | 0.09% | 27.44万 | | 6.04亿 | | 300082 | 奧克股份 | 7.48 | -0.40% | 10.60万 | | 7930.77万 | | 603067 | 振华股份 | 14.30 | -0.76% | 15.47万 | | 2.23亿 | | 663299 | 示盐井神 | 10.48 | -1.23% | 11.00万 | | 1.15亿 | | 000510 | 新金路 | 4.71 | -1.26% | 13.82万 | | 6540 ...

化工板块今日（7月31日）出现回调。反映化工板块整体走势的化工ETF（516020）开盘后持续走弱，盘中场内价格跌幅一度达到2.25%。 成份股方面，石化、氮肥、农药等板块部分个股跌幅居前。截至发稿，齐翔腾达、新凤鸣、鲁西化工等多股大跌超3%，拖累板块走势。 图表、指标、理论、任何形式的表述等）均只作为参考，投资人须对任何自主决定的投资行为负责。另，本文中的任何观点、分析及预测不构成对 阅读者任何形式的投资建议，亦不对因使用本文内容所引发的直接或间接损失负任何责任。基金投资有风险，基金的过往业绩并不代表其未来表 现，基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证，基金投资须谨慎。 | | | 分时 多日 1分 5分 15分 30分 60分 = | | | | | | F9 盘前盘后 叠加 九转 画线 工具 √ ② > | | | 4. TETE 1 | | 516020 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.683 | | | | | 516020[化工E ...

Group 1 - The chemical sector experienced a pullback on July 31, with the chemical ETF (516020) showing a decline of up to 2.25% during trading [1] - Key stocks in the sector, including Qixiang Tengda, Xin Fengming, and Luxi Chemical, saw declines exceeding 3%, negatively impacting the overall sector performance [1] - Despite the pullback, the chemical sector has performed well in July, with the chemical ETF's index showing a cumulative increase of 10.18%, significantly outperforming major A-share indices like the Shanghai Composite Index (4.97%) and the CSI 300 Index (5.47%) [1][3] Group 2 - There were no significant negative news affecting the chemical sector today, and the decline may be a normal correction after substantial short-term gains [1] - The chemical sector's index has been on a downward trend since the peak in 2022, but expectations for "anti-involution" policies have led to a recovery in valuations [4] - The current market conditions may present a good opportunity for investment in the chemical sector, as the chemical ETF's price-to-book ratio is at a low point compared to the past decade [5] Group 3 - Future prospects for the chemical sector are optimistic, with government initiatives aimed at promoting growth and eliminating outdated production capacity [6] - The chemical ETF (516020) tracks the index covering various sub-sectors, with nearly 50% of its holdings in large-cap leading stocks, providing a diversified investment opportunity [6]

Group 1 - The chemical sector showed a positive trend today, with the chemical ETF (516020) reaching a maximum intraday increase of 2.27% and closing up 1.36% [1] - The basic chemical sector has attracted significant capital, with over 145 billion yuan net inflow from main funds in the last 60 trading days, ranking fifth among 30 first-level industries [2] - The chemical ETF (516020) has seen substantial net subscriptions, with a total of 97.12 million yuan in the last five trading days and over 240 million yuan in the last ten trading days [3] Group 2 - From a valuation perspective, the current time is considered a good opportunity for investment in the chemical sector, with the chemical ETF (516020) trading at a price-to-book ratio of 2.08, which is at a low point compared to the past decade [5] - The market's expectations for "anti-involution" policies have increased, leading to a recovery in valuations within the petrochemical and chemical industries, particularly for products that have seen price increases [5] - Some stocks in the petrochemical and fertilizer sectors have shown significant gains, with Satellite Chemical rising over 6% and several others increasing by more than 3% [6] Group 3 - The overall performance of the chemical industry remains weak, with varying performance across sub-industries due to past capacity expansions and weak demand, although some sectors like lubricants have exceeded expectations [7] - Investment opportunities are suggested in areas such as fertilizers, import substitution, domestic demand, and high-dividend assets [7] - The chemical ETF (516020) tracks the CSI Sub-Industry Chemical Theme Index, covering various sub-sectors and concentrating nearly 50% of its holdings in large-cap leading stocks [7]

化工板块今日（7月30日）早盘走高后持续高位震荡，反映化工板块整体走势的化工ETF（516020）盘 中场内价格最高涨幅达到2.27%，截至发稿，涨1.36%。 成份股方面，石化、氮肥等板块部分个股涨幅居前。截至发稿，卫星化学飙涨超6%，新凤鸣大涨超 4%，恒力石化、华鲁恒升、鲁西化工等多股涨超3%。 | | | 318 8-1 15 59 159 159 (109 E . | | | | | 19 dramate find not no and the will of a | | | | 《《TETE CO | | 516020 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.575 | | | | surance manus | 516020(KLIETF] 13:43 价 0.66) 2009(1.36%) 136% 0.671 版权服 1870 10PV 0.6679 "227% | | | | | | 0.669 SSE CNY 1341:57 交通中 | | +0 ...

Group 1 - The chemical sector experienced a strong opening on July 30, with the chemical ETF (516020) rising over 2% during intraday trading, reflecting overall positive momentum in the sector [1] - Key stocks in the sector, including Satellite Chemical, Xin Fengming, and others, saw significant gains, with Satellite Chemical surging over 6% and several others rising more than 4% [1][2] - The basic chemical sector attracted substantial capital inflow, with net inflows exceeding 2.2 billion yuan, ranking second among 30 major sectors [1][3] Group 2 - The domestic chemical industry is facing a cycle of "expansion-price suppression-loss," leading to deteriorating profitability and a need for capacity constraints to break this cycle [3] - Leading companies in the chemical sector are expected to benefit significantly due to their lack of obsolete capacity, cost advantages, and high market share, which positions them well for profitability [3] - Current valuation metrics suggest that it may be an opportune time to invest in the chemical sector, with the chemical ETF's price-to-book ratio at 2.08, indicating a low valuation relative to historical levels [4] Group 3 - The market anticipates a policy shift towards "de-involution," which could lead to a re-pricing of cost factors in the chemical sector, similar to the effects seen during the supply-side reform period [4] - Investors are encouraged to focus on cyclical basic chemical products and leading companies with cost advantages as potential investment opportunities [4] - The chemical ETF (516020) provides a diversified investment approach, covering various sub-sectors and concentrating on large-cap leading stocks, which enhances investment efficiency [5]

内容概况：2025年，中国四氯乙烯行业处于产能过剩与需求升级并存的关键期。2025年1-5月，中国四 氯乙烯产量为7.81万吨，同比增长8.59%；四氯乙烯消费量为8.70万吨，同比增长1.02%。生产端，技术 升级（如氧氯化法替代热氯化法）进一步提升了生产效率，降低了单位成本。需求端，受环保政策（如 美国EPA逐步淘汰PCE干洗设备）及替代品（水基溶剂、PWR-4清洁剂）挤压，需求增长受限。 相关上市企业：鲁西化工（000830）、滨化股份（601678）、东岳集团（00189） 相关企业：上海氯碱化工股份有限公司、新疆中泰化学股份有限公司、内蒙古君正化工有限责任公司、 宜宾天原集团股份有限公司、浙江石油化工有限公司、中国石油化工股份有限公司、惠和化德（上海） 科技有限公司、江苏航烨能源科技有限公司、上海卓然工程技术股份有限公司、万华化学集团股份有限 公司 关键词：四氯乙烯、四氯乙烯市场规模、四氯乙烯行业现状、四氯乙烯发展趋势 一、行业概述 四氯乙烯（Tetrachloroethylene），又称全氯乙烯，是一种有机化合物，化学式为C₂Cl₄，分子量 165.83，无色透明液体，具有类似氯仿的气味，熔点约- ...

Group 1 - The chemical sector is experiencing a strong rally, with the chemical ETF (516020) rising by 1.24% as of the latest update [1] - Key stocks such as Yipuli and Yara International have seen significant gains, with some stocks increasing over 3% [1] - The current situation in the chemical industry is reminiscent of the supply-side reforms of 2014-2015, suggesting a potential turning point for the sector [2] Group 2 - Domestic policies frequently emphasize supply-side requirements, while international factors like rising raw material costs and capacity exits in Europe and the U.S. add uncertainty to chemical supply [3] - The Chinese chemical industry is expected to leverage its competitive advantages in cost and technology to fill gaps in the international supply chain [3] - The implementation of new policies aimed at stabilizing growth in key industries, including chemicals, is anticipated to lead to structural adjustments and the elimination of outdated capacities [3] Group 3 - The chemical ETF (516020) tracks the CSI Sub-Industry Chemical Index, with nearly 50% of its holdings in large-cap stocks, providing an efficient way to invest in the sector [4] - The ETF includes a diverse range of chemical sub-sectors, allowing investors to capture various investment opportunities within the chemical industry [4]

证券代码：000830 证券简称：鲁西化工 公告编号：2025-052 鲁西化工集团股份有限公司 关于回购注销部分限制性股票减少注册资本 暨通知债权人公告 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。 一、通知债权人的原因 鲁西化工集团股份有限公司（以下简称"公司"）于 2025 年 7 月 3 日召开的第九届董事会第十次会议审议通过了《关于 成就并回购注销部分限制性股票的议案》以及《关于修订 <公司> 章程>部分条款的议案》，于 2025 年 7 月 21 日召开的 2025 年第 四次临时股东大会审议通过了《关于 2021 年限制性股票激励计 划第三个解除限售期解除限售条件未成就并回购注销部分限制 性股票的议案》《关于修订 <公司章程> 部分条款的议案》；详见 公司分别于 2025 年 7 月 4 日、2025 年 7 月 22 日在巨潮资讯网 披露的《关于 2021 年限制性股票激励计划第三个解除限售期解 除限售条件未成就并回购注销部分限制性股票的公告》（公告编 号：2025-048）、《2025 年第四次临时股东大会决议公告》（公 告编号：2025- ...