公司将关注上述事项的后续进展情况，严格按照相关规定及时履 行信息披露义务，敬请广大投资者注意投资风险。 特此公告。 中石化石油机械股份有限公司 关于公司独立董事接受监察调查的公告 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。 2025年8月1日，中石化石油机械股份有限公司（以下简称"公司"） 从中共重庆市纪律检查委员会、重庆市监察委员会网站获悉，公司独 立董事周京平涉嫌严重职务违法，目前正接受重庆市监察委员会监察 调查。 周京平系公司独立董事，目前除担任公司独立董事、董事会审计 委员会委员、董事会提名委员会主任委员外，未担任公司其他职务， 不参与公司日常经营管理。上述事项不会对公司经营发展、财务状况 及偿债能力产生影响。周京平所涉事项与公司业务无关。如周京平后 续无法正常履职，公司将根据《公司章程》及相关法律法规采取相应 措施。 证券代码：000852 证券简称：石化机械 公告编号：2025-047 中石化石油机械股份有限公司 董 事 会 2025 年 8 月 1 日 ...

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 动物疫苗 | 2.22 | 中船系 | -2.54 | | DRG/DIP | 1.87 | 兵装重组概念 | -1.90 | | BC电池 | 1.71 | 国产航母 | -1.45 | | 禽流感 | 1.62 | 民爆概念 | -1.19 | | ERP概念 | 1.61 | 可燃冰 | -1.14 | | 医疗废物处理 | 1.61 | 国家大基金持股 | -0.86 | | TOPCON电池 | 1.53 | 足球概念 | -0.78 | | 烟草 | 1.53 | 稀土永磁 | -0.73 | | 医药电商 | 1.51 | 中字头股票 | -0.73 | | MLOps概念 | 1.50 | 共封装光学(CPO) | -0.71 | 截至8月1日收盘，可燃冰概念下跌1.14%，位居概念板块跌幅榜前列，板块内，中国石化、新锦动力、 德石股份等跌幅居前，股价上涨的有3只，涨幅居前的有潜能恒信、广州发展、海默科技等，分别上涨 1.26%、0.63%、0.48%。 资金面上看，今日 ...

Group 1 - The State Intellectual Property Office of China granted a patent for a "composite impact drilling tool" to Sinopec Jianghan Drilling Machinery Co., Ltd. and Sinopec Petroleum Machinery Co., Ltd. The patent authorization announcement number is CN114809906B, with an application date of May 2022 [1] - Sinopec Jianghan Drilling Machinery Co., Ltd. was established in 2007, located in Wuhan, primarily engaged in the automotive manufacturing industry, with a registered capital of 400 million RMB. The company has participated in 5,000 bidding projects and holds 372 patents [1] - Sinopec Petroleum Machinery Co., Ltd. was founded in 1998, also located in Wuhan, focusing on the petroleum, coal, and other fuel processing industries, with a registered capital of approximately 9.56 billion RMB. The company has invested in 15 enterprises, participated in 1,463 bidding projects, and holds 1,644 patents [1]

Group 1 - The stock price of Sinopec Petroleum Machinery Co., Ltd. (000852) closed at 7.1 yuan on July 30, 2025, with an increase of 0.57% and a turnover rate of 2.66% [1] - The company reported a total revenue of 1.541 billion yuan for Q1 2025, a year-on-year decrease of 7.87%, and a net profit attributable to shareholders of 5.8461 million yuan, down 76.90% year-on-year [1] - The company's liquidity ratios include a current ratio of 1.209 and a quick ratio of 0.637, with a debt-to-asset ratio of 69.50% [1] Group 2 - Sinopec Petroleum Machinery Co., Ltd. has made investments in 15 enterprises and participated in 1,460 bidding projects, holding 1,635 patent records and 25 administrative licenses [2]

Group 1 - The combustible ice concept rose by 3.07%, ranking first among concept sectors, with ten stocks increasing in value, including Qianeng Hengxin, Xinjin Power, and Shenkai Co., which rose by 11.82%, 8.07%, and 4.76% respectively [1][2] - The main capital inflow for the combustible ice sector was 0.21 billion yuan, with seven stocks receiving net inflows, led by Qianeng Hengxin with a net inflow of 66.16 million yuan [2][3] - The net inflow ratios for leading stocks in the combustible ice sector were 10.08% for Haimer Technology, 9.29% for Qianeng Hengxin, and 5.00% for Shenkai Co. [3] Group 2 - The trading volume and turnover rates for the leading stocks in the combustible ice sector were as follows: Qianeng Hengxin had a turnover rate of 15.82%, Shenkai Co. at 28.72%, and Haimer Technology at 12.83% [3] - Other stocks in the sector, such as Xinjin Power, had a turnover rate of 25.02%, while Shihua Machinery and China Oilfield Services had lower turnover rates of 2.66% and 0.44% respectively [3][4]

Group 1 - The State Intellectual Property Office of China granted a patent for a "dual-layer quick-push vertical drilling tool" to Sinopec Jianghan Drilling Machinery Co., Ltd. and Sinopec Petroleum Machinery Co., Ltd. The patent authorization announcement number is CN114776221B, with an application date of April 2022 [1] - Sinopec Jianghan Drilling Machinery Co., Ltd. was established in 2007 and is located in Wuhan. The company primarily engages in the automotive manufacturing industry with a registered capital of 400 million RMB. It has participated in 5,000 bidding projects and holds 368 patents [1] - Sinopec Petroleum Machinery Co., Ltd. was founded in 1998 and is also based in Wuhan, focusing on the petroleum, coal, and other fuel processing industries. The company has a registered capital of approximately 955.67 million RMB, has invested in 15 enterprises, participated in 1,456 bidding projects, and holds 1,631 patents [1]

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]

Summary of Key Points Core Viewpoint - The company, Shihua Machinery (000852), expects a significant decline in net profit for the first half of 2025, primarily due to changes in product delivery cycles and revenue structure [1] Financial Performance - The projected net profit attributable to shareholders for January 1, 2025, to June 30, 2025, is estimated to be between 26 million to 30 million yuan, representing a decrease of 55% to 60% compared to the same period last year, which was 65.69 million yuan [1] - The net profit after deducting non-recurring gains and losses is expected to be between 12 million to 15 million yuan, down 68% to 75% from 46.63 million yuan in the previous year [1] - Basic earnings per share are projected to be between 0.0276 yuan to 0.0319 yuan, a decline from 0.0698 yuan per share in the same period last year [1] Business Segment Analysis - The decline in performance is attributed to a decrease in revenue from high-margin products such as oil machinery equipment, while revenue from lower-margin products like oil and gas steel pipes has increased [1]

[Expected Performance for the Current Period](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E8%AE%A1%E6%83%85%E5%86%B5) The company anticipates a significant year-on-year decline of 55% to 60% in net profit attributable to shareholders for H1 2025, with profit after non-recurring items decreasing by 68% to 75% Key Financial Performance Indicators | Item | Current Period | Prior Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Profit: RMB 26 million ~ RMB 30 million | Profit: RMB 65.6904 million | | | Year-on-year decrease: 55% ~ 60% | | | **Net Profit After Deducting Non-Recurring Gains and Losses** | Profit: RMB 12 million ~ RMB 15 million | Profit: RMB 46.6332 million | | | Year-on-year decrease: 68% ~ 75% | | | **Basic Earnings Per Share (RMB/share)** | Profit: 0.0276 ~ 0.0319 | Profit: 0.0698 | [Communication with Accounting Firm](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8E%E4%BC%9A%E8%AE%A1%E5%B8%88%E4%BA%8B%E5%8A%A1%E6%89%80%E6%B2%9F%E9%80%9A%E6%83%85%E5%86%B5) The company explicitly states that this performance forecast has not been pre-audited by a certified public accountant - This performance forecast has not been pre-audited by a certified public accountant[4](index=4&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=%E4%B8%89%E3%80%81%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E5%8E%9F%E5%9B%A0%E8%AF%B4%E6%98%8E) The year-on-year performance decline is primarily due to decreased overall revenue and an unfavorable shift in revenue structure impacting profitability - Affected by product delivery and settlement cycles, the company's overall revenue for the first half of 2025 experienced a year-on-year decrease[5](index=5&type=chunk) - An unfavorable shift in revenue structure, with higher-margin petroleum machinery equipment revenue decreasing and lower-margin oil and gas steel pipe revenue increasing, led to an overall decline in operating performance[5](index=5&type=chunk)[6](index=6&type=chunk) [Other Relevant Information](index=2&type=section&id=%E5%9B%9B%E3%80%81%E5%85%B6%E4%BB%96%E7%9B%B8%E5%85%B3%E8%AF%B4%E6%98%8E) Investors are advised that this performance forecast is a preliminary estimate, with final data subject to the upcoming 2025 semi-annual report, cautioning against investment risks - This performance forecast represents preliminary data estimated by the company's finance department; the final figures will be based on the financial data disclosed in the company's 2025 semi-annual report, and investors are advised to exercise caution regarding investment risks[7](index=7&type=chunk)

Group 1: Airline and Logistics Developments - Emirates Airlines launched a direct flight route from Shenzhen to Dubai, increasing weekly flights from 4 to 11, facilitating trade and tourism between Shenzhen and the Middle East [2] - JD Logistics signed a cooperation agreement with Abu Dhabi Airport Free Zone to develop a smart logistics hub, covering an area of approximately 70,000 square meters, expected to be operational by 2028 [2] - The Abu Dhabi Port Group's new roll-on/roll-off ship "Zaher" commenced its maiden voyage, carrying nearly 4,000 domestic cars from Ningbo-Zhoushan Port to Egypt, marking the first automotive export route through the region [3] Group 2: Technology and Financial Innovations - China Communications Technology Co., Ltd. signed a contract for the Dubai Blue Line project, marking its first breakthrough in the Gulf market, providing integrated communication and signal systems [3] - Abu Dhabi Securities Exchange launched the Middle East's first blockchain-based digital bond pricing program, indicating a significant step in financial innovation [4] - The UAE released the world's first mixed aviation operation regulatory framework, allowing electric vertical takeoff and landing aircraft to operate alongside traditional helicopters [6] Group 3: Real Estate and Economic Growth - Dubai's real estate market achieved a record sales volume of $89 billion in the first half of the year, with a 40% year-on-year increase, driven by strong performance across various property types [5] - Dubai Duty Free reported sales of 4.118 billion dirhams (approximately $1.128 billion) in the first half of 2025, a 5.34% increase compared to the previous year [6] - The UAE ranked first globally in mobile shopping adoption, with 67% of consumers using smartphones for their last purchase, a 23% increase from 2022 [4]