华峰化学公告，2025年上半年营业收入121.37亿元，同比下降11.70%。净利润9.83亿元，同比下降 35.23%。公司计划不派发现金红利，不送红股，不以公积金转增股本。 ...

华峰化学股份有限公司 2025 年半年度报告 2025 年 8 月 华峰化学股份有限公司 2025 年半年度报告全文 公司负责人尤飞煌、主管会计工作负责人孙洁及会计机构负责人(会计主管人员)孙洁声明：保证本 半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 如本报告中涉及未来计划等前瞻性陈述，不构成公司对投资者的实质性承诺，投资者及相关人士均 应当对此保持足够的风险认识，并且应当理解计划、预测与承诺之间的差异。除公司整体面临的宏观经 济波动风险、市场竞争及营业利润波动风险等风险外，公司存在市场变化、行业周期变动以及原材料价 格波动等风险，敬请广大投资者注意投资风险。 本报告中所涉及未来的经营计划和经营目标并不代表公司对未来的盈利预测，公司存在市场变化、 行业周期变动以及原材料价格波动等风险，敬请广大投资者注意投资风险。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实、准确、完整，不存 在虚假记载、误导性陈述或者重大遗漏，并承担个别和连带的法律责任。 1 | 目录 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The chlor-alkali industry is experiencing a recovery in profitability, driven by a tightening supply of glyphosate and glufosinate, leading to price increases [4][20] - The "anti-involution" policy is expected to be a key focus in 2025 and beyond, aiming to optimize the competitive landscape in the chemical industry [26] Summary by Sections Industry Trends - The chemical industry index outperformed the CSI 300 index by 1.1% this week, with 76.7% of the 545 tracked stocks showing weekly gains [17] - The average price of glyphosate increased to 26,399 CNY/ton, a rise of 0.37% from the previous week, while glufosinate also saw a price increase [21][22] Key Products Tracking - Urea and potassium chloride prices have risen, while phosphorite and phosphates remain stable [52] - The average price of urea reached 1,780 CNY/ton, up 0.62% from the previous week, driven by improved market sentiment [52][54] Recommended and Beneficiary Stocks - Recommended stocks include leading chemical companies such as Wanhua Chemical, Hualu Hengsheng, and Hengli Petrochemical [6][26] - Beneficiary stocks include companies like Jiangshan Co., Ltd. and Hebei New Chemical Materials [24][27]

专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股 CFO数据报告》显示，2024年A股上市公司财务总监CFO群体薪酬规模合计达42.70亿元，平均年薪为 81.48万元。 吉林化纤CFO曲大军薪酬最低，年薪16.00万元，仅是行业平均薪酬的四分之一；上年薪酬为15.40万 元，同比增长3.9%。公司经营业绩层面，捷强装备实现营业收入38.83亿元，同比增长3.9%，净利润 0.28亿元，同比下降13.9%。 分行业来看，化学纤维行业CFO薪酬总额1280.08万元，平均薪酬64万元，同比增长4.38%。 按学历来看，化学纤维行业CFO学历以本科为主，占比70%，大专与硕士学历人数相当，各占15%。 按年龄来看，化学纤维行业CFO年龄普遍超过（含）40岁，年龄最小的为苏州龙杰（维权）CFO景丹及 尤夫股份CFO蔡玮，均为1990年生，年仅35岁。2024年，景丹及蔡玮薪酬分别为22.88万元及80.00万 元，差异巨大。 工龄最长的为吉林碳谷CFO卢贵君，自2015年9月起任 ...

Core Insights - The total salary of CFOs in A-share listed companies reached 4.27 billion yuan in 2024, with an average annual salary of 814,800 yuan [1] - The chemical fiber industry saw a total CFO salary of 12.80 million yuan, with an average salary of 640,000 yuan, reflecting a year-on-year increase of 4.38% [2] Salary Analysis - The highest-paid CFO in the chemical fiber industry is Sun Jie from Huafeng Chemical, earning 1.75 million yuan, which is 2.7 times the industry average [3] - The lowest-paid CFO is Qu Dajun from Jilin Chemical Fiber, with an annual salary of 160,000 yuan, only a quarter of the industry average [3] - Xu Ping from Youcai Resources experienced the highest salary increase, with a 93% rise to 572,600 yuan, despite the company's revenue declining by 3.7% [4] Educational and Age Demographics - In the chemical fiber industry, 70% of CFOs hold a bachelor's degree, while 15% have an associate degree and 15% have a master's degree [3] - Most CFOs are over 40 years old, with the youngest being 35 years old [3] Performance Metrics - Huafeng Chemical reported a revenue of 26.93 billion yuan in 2024, a 2.4% increase, but its net profit decreased by 10.4% to 2.22 billion yuan [3] - Jiejian Equipment achieved a revenue of 3.883 billion yuan, a 3.9% increase, but its net profit fell by 13.9% [3] Regulatory Actions - Two CFOs in the chemical fiber industry faced administrative penalties in 2024, with one receiving a warning from the Henan Securities Regulatory Bureau [5][6]

化工板块今日（8月6日）继续走强，反映化工板块整体走势的化工ETF（516020）全天震荡上行，盘中 场内价格最高涨幅达到1.08%，截至收盘，涨0.92%，日线三连阳。 成份股方面，改性塑料、民爆用品、氨纶、锂电等板块部分个股涨幅居前。截至收盘，金发科技飙涨 7.18%，广东宏大、华峰化学双双大涨超4%，新宙邦、鲁西化工、藏格矿业等多股涨超2%。 | | | 分時 多日 1分 5分 15分 30分 60分 日 = | | | | | F9 品前盘后 露加 九种 图法 工具 (2 > | | 化工ETF O | | 516020 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.657 | | | | | S16020 (8) 0.656 885 0.656 885 0.006(0.92%) 1365 0.000 0.064 0.6557 2- | | | 1.0899 | 0.656 | | +0.006 +0.92% | | 0.654 | | | | | | | Concession of th ...

| 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 601989 | 中国重 工 | 10.04 | 4.24 | 4.72 | 5.15 | 9.17 | | 600661 | 昂立教 育 | 7.46 | 15.94 | 11.47 | 12.24 | 6.68 | | 002064 | 华峰化 学 | 4.05 | 0.72 | 7.45 | 7.70 | 3.39 | | 000949 | 新乡化 纤 | 5.37 | 6.37 | 3.99 | 4.12 | 3.37 | | 601225 | 陕西煤 业 | 5.62 | 1.05 | 20.73 | 21.43 | 3.36 | | 603596 | 伯特利 | 6.05 | 3.82 | 49.47 | 50.99 | 3.06 | | 002045 | 国光电 器 | 4.26 | 13.25 | 15.72 | 16.16 | 2 ...

从估值方面来看，Wind数据显示，截至昨日（8月5日）收盘，化工ETF（516020）标的指数细分化工指数市净率为2.05倍，位于近10年来22.11%分位点的低 位，中长期配置性价比凸显。 华安证券指出，当前化工行业面临产能过剩、同质化竞争加剧的问题，部分企业依赖低价策略争夺市场，导致行业整体利润率下滑。此次政策明确要求优化 产业布局，加快淘汰低效产能，并鼓励市场化兼并重组，这将有助于行业集中度提升，龙头企业有望凭借技术、规模和环保优势进一步扩大市场份额。短期 来看，部分中小企业可能面临淘汰压力，部分"长期内卷行业"价格有望抬头，长期将促进行业结构优化，减少无效竞争。 如何把握化工板块反弹机遇？借道化工ETF（516020）布局效率或更高。公开资料显示，化工ETF（516020）跟踪中证细分化工产业主题指数，全面覆盖化 工各个细分领域。其中近5成仓位集中于大市值龙头股，包括万华化学、盐湖股份等，分享强者恒强投资机遇；其余5成仓位兼顾布局磷肥及磷化工、氟化 工、氮肥等细分领域龙头股，全面把握化工板块投资机会。场外投资者亦可通过化工ETF联接基金（A类012537/C类012538）布局化工板块。 图片及数据来 ...

Group 1 - The chemical sector is experiencing a slight weakening in upward momentum, transitioning from emotion-driven trading to fundamental pricing [3] - The chemical ETF (516020) showed a maximum intraday increase of 0.81%, with a current increase of 0.49% [1] - Key stocks in the sector include Jinfa Technology, which surged over 5%, and Huafeng Chemical, which rose over 3% [1] Group 2 - The agricultural chemical prices, such as paraquat and glyphosate, continue to rise, driven by strong downstream demand and robust overseas orders [3] - The chemical ETF (516020) has a price-to-book ratio of 2.05, indicating a low valuation compared to the past decade [3] - The industry is facing challenges such as overcapacity and intensified homogenization competition, leading to a decline in overall profit margins [4] Group 3 - The current policies aim to optimize industrial layout and accelerate the elimination of inefficient capacity, which may enhance industry concentration [4] - The chemical ETF (516020) tracks the CSI sub-sector chemical industry index, covering various subfields and concentrating nearly 50% of its holdings in large-cap leading stocks [4] - The "Belt and Road" initiative is expected to help explosive enterprises expand overseas demand [3]

截至2025年8月6日 10:31，中证细分化工产业主题指数(000813)上涨0.17%，成分股华峰化学(002064)上 涨2.84%，金发科技(600143)上涨2.81%，新宙邦(300037)上涨1.45%，云天化(600096)上涨1.40%，鲁西 化工(000830)上涨1.36%。化工ETF(159870)最新报价0.61元，盘中净申购6600万份，冲击连续13天净申 购， 东海证券指出，供给侧有望结构性优化，挑选弹性及优势品种板块。国内方面，国家政策端对供给侧要 求（"反内卷"）频繁提及；海外方面，上涨的原料成本+亚洲产能冲击，欧美化工企业近期多经历关 停、产能退出等事件。短期来看，区域摩擦反复，海外化工供应不确定性有所增加；长期来看，我国化 工产业链竞争优势明显，凭借显著的成本优势和不断突破的技术实力，中国化工企业正迅速填补国际供 应链的空白，有望重塑全球化工产业的格局。 化工ETF紧密跟踪中证细分化工产业主题指数，中证细分产业主题指数系列由细分有色、细分机械等7 条指数组成，分别从相关细分产业中选取规模较大、流动性较好的上市公司证券作为指数样本，以反映 相关细分产业上市公司证券的整体表现 ...