Group 1: Hydrogen Energy Industry Insights - AEM hydrogen production is a significant trend in the hydrogen energy sector, with high potential for future development; the core of AEM hydrogen production lies in the AEM membrane, which has gained industry-wide recognition[2] - Polychemical currently has a market capitalization of 2.4 billion yuan[2] - Zhongyuan Neipei is a key player in the hydrogen energy industry chain in Henan Province, actively transitioning to hydrogen fuel cell components and recently signing a strategic cooperation agreement with Sunshine New Energy[2] Group 2: Market Context and Risks - The global warming crisis is accelerating, necessitating a reduction in carbon dioxide emissions; hydrogen energy is positioned as a crucial tool for industrial decarbonization and will likely become a major winner in carbon neutrality over the coming decades[5] - The hydrogen energy industry chain includes upstream hydrogen production, midstream storage and transportation, and downstream applications, with nearly 100 listed companies in the A-share market involved in hydrogen energy[5] - Risks include potential underperformance of industrial policies and technological breakthroughs not meeting expectations[3]

石化机械（000852）公告，预计2025年1月1日—2025年6月30日归属于上市公司股东的净利润为2600万 元～3000万元，比上年同期的6569.04万元下降55%～60%。扣除非经常性损益后的净利润为1200万元～ 1500万元，比上年同期的4663.32万元下降68%～75%。基本每股收益为0.0276元/股～0.0319元/股，比上 年同期的0.0698元/股下降。业绩下降主要受产品交付结算周期因素影响，收入结构变化，毛利率较高 的石油机械设备等业务收入同比下降，毛利率较低的油气钢管等业务收入同比上升。 ...

证券代码：000852 证券简称：石化机械 公告编号：2025- 046 中石化石油机械股份有限公司 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。 2025 年上半年公司业绩与上年同期相比下降，主要原因为：受 产品交付结算周期因素影响，2025 年上半年公司整体收入同比有所 下降，同时收入结构有所变化，毛利率较高的石油机械设备等业务 收入同比下降，毛利率较低的油气钢管等业务收入同比上升，公司 一、本期业绩预计情况 1、业绩预告期间：2025年1月1日—2025年6月30日 | 2、预计的经营业绩：同向下降 | | --- | | 项 目 | 本报告期 | | 上年同期 | | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | 盈利：2600 万元～ | 3000 万元 | 盈利：6569.04 万元 | | | 比上年同期下降：55% ～60% | | | | 扣除非经常性损 益后的净利润 | 盈利：1200 万元～1500 | 万元 | 盈利：4663.32 万元 | | | 比上年同期下降：68% ～75% | | | ...

董秘最新回复 投资者： 作为一家央企中石化控股的中小盘油服装备上市公司为啥长年沉寂？有何市值管理策略？中 东战争是否利好公司业务发展？ 董秘： 感谢您的关注。公司在做好经营发展的同时将加强市值管理工作。 投资者： 中东战争以来几乎所有的油气油服股都大幅上涨，为啥石化机械萎靡不振的？难道公司不是 油气油服股吗？ 董秘： 感谢您的关注。 截至2025年7月4日收盘，石化机械(000852)报收于6.63元，下跌1.92%，换手率2.4%，成交量22.67万 手，成交额1.51亿元。 投资者： 请介绍下公司在一带一路沿线与哪些国家建立和合作关系，有业务往来。公司产品在灾后重 建方面能如何发挥作用？ 董秘： 感谢您的关注。公司在沙特、科威特、卡塔尔、阿联酋、哈萨克斯坦、阿尔及利亚等多个国家 均有业务合作。 投资者： 请问贵公司在欧盟国家是否有销售收入?主要涉及哪些国家?占公司总收入的比例是多少? 董秘： 感谢您的关注。近两年公司未在欧盟国家形成销售收入。 当日关注点 交易信息汇总：7月4日，石化机械主力资金净流出687.48万元，游资资金净流出234.74万元，而散 户资金则净流入922.22万元。 投资者： 公司生 ...

Group 1 - The combustible ice concept sector declined by 1.21%, ranking among the top declines in concept sectors as of July 3 [1] - Major companies within the combustible ice sector that experienced significant declines include Qianeng Huanxin, Haimer Technology, and China International Marine Containers [1] - The top-performing concept sectors for the day included Tonghuashun Fruit Index with a gain of 4.73% and PCB concept with a gain of 3.27% [1] Group 2 - The combustible ice sector saw a net outflow of 483 million yuan from main funds, with 11 stocks experiencing net outflows and 8 stocks seeing outflows exceeding 10 million yuan [1] - The stock with the highest net outflow was ShenKai Co., with a net outflow of 218 million yuan, followed by Sinopec, China International Marine Containers, and Xinjin Power [1] - The detailed outflow data shows that ShenKai Co. had a turnover rate of 47% and a slight increase of 0.40%, while Sinopec had a turnover rate of 0.13% and a decline of 0.53% [1]

Core Viewpoint - The company has approved the use of temporarily idle raised funds for cash management, allowing up to 300 million yuan for investment within a 12-month period to enhance fund utilization efficiency while ensuring the implementation of fundraising projects [1] Group 1: Cash Management Approval - The company convened its board and supervisory meetings on April 22, 2025, to approve the cash management proposal [1] - The cash management investment will not exceed 300 million yuan and is set to commence after April 23, 2025 [1] - The company has engaged with China Merchants Bank Wuhan New City Branch for combination and agreed deposits as part of this cash management strategy [1] Group 2: Cash Management Product Details - The cash management products are categorized as low-risk investments, with the company ensuring that these investments do not affect the progress of fundraising projects [4] - The expected annualized return rates and specific product details are outlined, indicating a focus on capital preservation and yield generation [3] Group 3: Impact on Daily Operations - The company emphasizes that cash management will not alter the intended use of raised funds or harm shareholder interests, aiming to enhance returns on temporarily idle funds [4] - The company will monitor the cash management products closely and take necessary actions if any risks to fund safety are identified [4] Group 4: Historical Cash Management Activities - Over the past 12 months, the company has utilized temporarily idle raised funds for cash management, with specific details on previous investments and their outcomes provided [5]

中石化石油机械股份有限公司 关于使用部分暂时闲置募集资金进行现金管理的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 中石化石油机械股份有限公司（以下简称"公司"）于 2025 年 4 月 22 日召 开第九届董事会第五次会议、第九届监事会第四次会议，审议通过了《关于使用 部分暂时闲置募集资金进行现金管理的议案》，同意公司在 2025 年 4 月 23 日之 后使用暂时闲置募集资金不超过 30,000 万元进行现金管理。现金管理的投资期 限为自董事会审议通过之日起不超过 12 个月。具体公告详见公司于 2025 年 4 月 24 日 在 《 证 券 时 报 》 《 中 国 证 券 报 》 《 上 海 证 券 报 》 及 巨 潮 资 讯 网 （http://www.cninfo.com.cn）披露的《关于使用部分暂时闲置募集资金进行现 金管理的公告》（公告编号：2025-026）。公司监事会及保荐机构就该事项已发 表同意的意见。 根据上述决议，为了提高公司资金使用效率，同时不影响募集资金投资项目 实施，公司近日在授权范围内使用闲置募集资金实施了现金管理 ...

1. Report Industry Investment Rating There is no information provided about the industry investment rating in the given content. 2. Core Viewpoints of the Report - The cease - fire of the Israel - Iran conflict led to a significant decline in international oil prices [1] - The report provides a comprehensive analysis of the weekly data of the US crude oil and refined oil markets, including prices, inventories, production, demand, and import - export volumes [2] - It also presents the performance of the petroleum and petrochemical sector and related listed companies, along with their valuations [21][24] 3. Summary According to Relevant Catalogs 3.1 Crude Oil Weekly Data Briefing - The data sources include Bloomberg, WIND, EIA, TSA, Baker Hughes, and the Dongwu Securities Research Institute [8][9] 3.2 This Week's Petroleum and Petrochemical Sector Market Review 3.2.1 Petroleum and Petrochemical Sector Performance - Information on the sector's performance includes the sector's sub - industry price changes and the trend of the sector's sub - industries and the CSI 300 index [17] - Data sources are WIND and the Dongwu Securities Research Institute [15][20] 3.2.2 Performance of Listed Companies in the Sector - The report shows the price changes of major companies in the upstream sector in different time periods (last week, last month, last three months, last year, and since the beginning of 2025) [22] - A valuation table for listed companies is provided, including share prices, total market values, net profits attributable to the parent company, PE, and PB ratios from 2024 to 2027 [24] 3.3 Crude Oil Sector Data Tracking 3.3.1 Crude Oil Price - Analyzes the prices and price differences of Brent, WTI, Urals, ESPO crude oils, and the relationships between crude oil prices and the US dollar index, copper prices [29][39][43] - Data sources are WIND and the Dongwu Securities Research Institute [30][32][34] 3.3.2 Crude Oil Inventory - Examines the correlation between US commercial crude oil inventory and oil prices, and the relationship between the weekly destocking rate of US commercial crude oil and the price change of Brent crude oil [45][46] - Presents data on US total crude oil inventory, commercial crude oil inventory, strategic crude oil inventory, and Cushing crude oil inventory [48][49][53] - Data sources are WIND and the Dongwu Securities Research Institute [45][48][49] 3.3.3 Crude Oil Supply - Analyzes US crude oil production, the number of active crude oil rigs, and the number of active fracturing fleets, as well as their relationships with oil prices [57][58] - Data sources are WIND and the Dongwu Securities Research Institute [57][59] 3.3.4 Crude Oil Demand - Analyzes US refinery crude oil processing volume, refinery operating rate, and Shandong refinery operating rate [62][64] - Data sources are WIND and the Dongwu Securities Research Institute [63][64] 3.3.5 Crude Oil Import and Export - Analyzes US crude oil import volume, export volume, net import volume, and the import - export volume of crude oil and petroleum products [67][70] - Data sources are WIND and the Dongwu Securities Research Institute [68][69][70] 3.4 Refined Oil Sector Data Tracking 3.4.1 Refined Oil Price - Analyzes the prices and price differences between crude oil and domestic/US/European/Singapore gasoline, diesel, and jet fuel, as well as the wholesale - retail price differences of domestic gasoline and diesel [75][84][90] - Data sources are WIND and the Dongwu Securities Research Institute [75][77][82] 3.4.2 Refined Oil Inventory - Presents data on US gasoline, diesel, aviation kerosene inventories, and Singapore gasoline and diesel inventories [102][105][111] - Data sources are WIND and the Dongwu Securities Research Institute [102][106][112] 3.4.3 Refined Oil Supply - Analyzes US gasoline, diesel, and aviation kerosene production [117][118][120] - Data sources are WIND and the Dongwu Securities Research Institute [119][120] 3.4.4 Refined Oil Demand - Analyzes US gasoline, diesel, aviation kerosene consumption, and the number of airport security checks for passengers [122][125][129] - Data sources are WIND and the Dongwu Securities Research Institute [123][126][130] 3.4.5 Refined Oil Import and Export - Analyzes the import - export situation and net export volume of US gasoline, diesel, and aviation kerosene [132][135][136] - Data sources are WIND and the Dongwu Securities Research Institute [133][136][137] 3.5 Oil Service Sector Data Tracking - Analyzes the average daily rates of self - elevating and semi - submersible drilling platforms in the industry [146][147][149] - Data sources are WIND and the Dongwu Securities Research Institute [146][148][150]

Group 1 - The core viewpoint of the news is that the combustible ice concept sector has experienced a decline of 1.88%, ranking among the top declines in concept sectors, with companies like Xinjin Power, Qianeng Hengxin, and Shenkai Co. leading the losses [1][2] - The combustible ice concept sector saw a net outflow of 279 million yuan in main funds today, with ten stocks experiencing net outflows, and five stocks seeing outflows exceeding 30 million yuan [2] - The stock with the highest net outflow is Sinopec, with a net outflow of 93.81 million yuan, followed by Shenkai Co., Xinjin Power, and Qianeng Hengxin, with net outflows of 40.08 million yuan, 35.17 million yuan, and 31.84 million yuan respectively [2] Group 2 - The top gainers in today's concept sectors include Copper Cable High-Speed Connection, which rose by 3.22%, and Metal Zinc, which increased by 3.11% [2] - The stocks with the highest net inflow in the concept sector include Nanjing Steel and Guangzhou Development, with net inflows of 7.09 million yuan and 1.50 million yuan respectively [2] - The detailed outflow list for the combustible ice concept includes Sinopec, Shenkai Co., Xinjin Power, and Qianeng Hengxin, all showing significant declines in their stock prices [2]

证券代码：000852 证券简称：石化机械 公告编号：2025-044 中石化石油机械股份有限公司 关于2022年限制性股票激励计划 部分限制性股票回购注销完成的公告 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。 特别提示： 1.中石化石油机械股份有限公司（以下简称"公司"）本次回购注销2022年 限制性股票激励计划的限制性股票数量为174,000股，占回购注销前公司总股本 的0.0182%，涉及激励对象2人，回购价格为4.08元/股，公司本次回购注销上述 限制性股票的所需资金为722,922.90元，资金来源为公司自有资金。 2.本次回购注销完成后，公司总股份将由956,141,689股减少至955,967,689 股。 3.截至本公告披露日，公司已在中国证券登记结算有限责任公司深圳分公司 办理完成上述限制性股票的回购注销手续。 中石化石油机械股份有限公司（以下简称"公司"或"石化机械"）于2025 年3月6日召开第九届董事会第四次会议和第九届监事会第三次会议，审议通过了 《关于回购注销部分限制性股票的议案》。上述议案经2025年3月26日召开的公 司20 ...