证券代码：002165 证券简称：红宝丽 公告编号：临 2025－028 红宝丽集团股份有限公司 关于召开 2024 年度股东大会的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏 根据公司董事会第十届第十八次会议决议，定于 2025 年 5 月 16 日召开公司 2024 年度股东大会，现将有关事项通知再次提示公告如下： 一、会议召开基本情况 1、会议时间： 现场召开时间：2025 年 5 月 16 日下午 2 时（星期五）； 网络投票时间：2025 年 5 月 16 日 6、参加会议的方式：同一表决权只能选择现场或网络投票方式中的一种， 同一表决权出现重复表决的以第一次投票结果为准。 7、会议参加人员 （1）截至2025年5月12日下午15:00 交易结束后，在中国证券登记结算有限 责任公司深圳分公司登记在册的本公司全体股东。股东可以书面委托代理人出席 会议和参加表决，不能出席现场会议的股东可在网络投票时间内参加网络投票； （2）公司董事、监事及其他高级管理人员； （3）公司聘请的律师。 其中，通过深圳证券交易所交易系统进行网络投票的时间为 202 ...

证券代码：002165 证券简称：红宝丽 公告编号：临 2025－029 红宝丽集团股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏 一、股票交易异常波动情况 红宝丽集团股份有限公司（以下简称"公司"）股票（证券简称：红宝丽， 证券代码：002165）于 2025 年 5 月 8 日、5 月 9 日和 5 月 12 日连续三个交易日 内日收盘价格跌幅偏离值累计达到 20%，根据深圳证券交易所的相关规定，属于 股票交易异常波动情形。 二、公司关注、核实情况说明 针对公司股票交易异常波动情况，公司董事会向第一大股东、公司经营管理 层就有关事项进行了核查，现将核实情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处； 2、公司未发现近期公共传媒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； 3、近期，公司经营情况及内外部经营环境没有发生重大变化； 4、公司股票异常波动期间，公司第一大股东和实际控制人没有买卖公司股 票； 5、公司、第一大股东和实际控制人不存在关于公司的应披露而未披露的重 大事项，或处于筹 ...

红宝丽（002165）公告，公司股票于2025年5月8日、5月9日和5月12日连续三个交易日内日收盘价格跌 幅偏离值累计达到20%，属于股票交易异常波动情形。经核实，公司前期披露的信息不存在需要更正、 补充之处，近期公司经营情况及内外部经营环境没有发生重大变化，公司、第一大股东和实际控制人不 存在应披露而未披露的重大事项或处于筹划阶段的重大事项。 ...

Group 1 - The main point of the news is that there was a net outflow of 1.878 billion yuan in the stock market today, with the ChiNext board experiencing a net outflow of 397 million yuan, while the CSI 300 index saw a net inflow of 3.007 billion yuan [1] - Among the 11 industries with net inflows, the communication industry led with a net inflow of 2.433 billion yuan, followed by the electric equipment, media, and retail industries, each exceeding 1 billion yuan [1] - The chemical sector saw significant net outflows, with the leading company experiencing a net outflow of 884 million yuan, indicating a downward trend in the chemical industry [4][5] Group 2 - Contemporary Amperex Technology Co., Ltd. (CATL) saw a 2.5% increase in stock price with a net inflow of 790 million yuan, following the announcement of its share buyback progress [2][3] - New Yisheng, a CPO concept stock, had a net inflow of 718 million yuan, reflecting strong market performance in the CPO sector, which is projected to grow significantly in the coming years [2] - The chemical leader Hongbaoli faced a substantial net outflow of 883 million yuan, with the stock price dropping by 9.5%, indicating investor concerns in the chemical sector [4][5] Group 3 - The military industry continued to show strong performance, with several stocks hitting the daily limit up, indicating robust investor interest in this sector [6] - A total of 22 stocks had net inflows exceeding 30 million yuan at the end of the trading day, with three stocks exceeding 80 million yuan, highlighting active trading in specific sectors [6][7] - The tail end of the trading day saw a net inflow of 776 million yuan across the market, with the ChiNext board contributing 246 million yuan to this total [8]

融资融券数据显示，该股最新（5月7日）两融余额为3.91亿元，其中，融资余额为3.91亿元，融券余额 为0.96万元。近5日融资余额合计增加6683.46万元，增幅为20.60%，融券余额合计增加0.15万元，增幅 18.13%。（数据宝） 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交8.50亿元，其中，买入成交额为2.86亿 元，卖出成交额为5.64亿元，合计净卖出2.78亿元。 具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即买五，买入金额4135.74万元，卖出金 额2869.82万元，合计净买入1265.91万元。 近半年该股累计上榜龙虎榜31次，上榜次日股价平均涨2.64%，上榜后5日平均涨12.23%。 资金流向方面，今日该股主力资金净流出7.31亿元，其中，特大单净流出5.72亿元，大单资金净流出 1.59亿元。近5日主力资金净流出2.87亿元。 红宝丽今日下跌9.50%，全天换手率43.11%，成交额40.38亿元，振幅9.59%。龙虎榜数据显示，机构净 买入1265.91万元，营业部席位合计净卖出2.91亿元。 深交所公开信息显示，当日该股因日换手率达43.11%、日跌 ...

5月8日，上证指数上涨0.28%，深证成指上涨0.93%，创业板指上涨1.65%。盘后龙虎榜数据显示，共有 51只个股因当日异动登上龙虎榜，资金净流入最多的是海能达（002583.SZ），达2.42亿元。 据21投资通智能监测，29只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及13只。 2.42亿资金抢筹海能达，2.78亿资金出逃红宝丽 51只上榜的龙虎榜个股中，23只个股被净买入，28只个股被净卖出。其中，资金净买入最多的是海能 达，达2.42亿元，占总成交金额的14.28%。海能达当日收盘上涨10.01%，换手率为10.82%。 | 名称 | 涨跌幅 | 戊席榜净买 | 净买额占 | 换手率 | | | --- | --- | --- | --- | --- | --- | | | | 额(万元 | 总成交比 | | | | 海能达 | 10.01% | 24178 | 14.28% | 10.82% | 买一主买,成功率4 3.58% | | 沃尔核材 | 10.01% | 23157 | 9.53% | 9.49% | 主力做T,成功率3 | | | | | | | 5.08% | | ...

红宝丽（002165）今日跌9.50%，成交额40.38亿元，换手率43.11%，盘后龙虎榜数据显示，1家机构专 用席位净买入1265.91万元。 ...

Investment Rating - The report does not explicitly state an investment rating for the chemical industry, but it provides detailed insights into market performance and trends, indicating a cautious outlook for certain segments [2][11]. Core Insights - In April 2025, the basic chemical index decreased by 3.61%, ranking 20th among primary industries, with various sub-sectors experiencing different levels of performance [11][16]. - The apparent consumption of methanol in China has surpassed 100 million tons for the first time, indicating significant growth in demand [2]. - The report highlights a notable increase in the prices of key chemical products, particularly trichloroethylene, which rose by 16.28% due to supply constraints and strong demand in the refrigerant market [24][25]. Market Overview - Major indices in April 2025 showed declines: Shanghai Composite Index -1.70%, Shenzhen Component Index -5.75%, and ChiNext Index -7.40% [11]. - Among the basic chemical sub-sectors, the rubber and products segment saw a significant decline of 13.52%, while daily chemicals and inorganic salts experienced growth of 8.56% and 4.37%, respectively [16][20]. Product Price Movements - The top ten products with price increases included trichloroethylene (16.28%), ammonium sulfate (12.20%), and H acid (10.96%) [24][30]. - Conversely, the products with the largest price declines included TMA (-28.26%), bromine (-24.14%), and vitamin A (-18.07%) [30][32]. Company Performance - In April 2025, 221 basic chemical companies reported positive returns, while 319 companies experienced negative returns [20]. - The top-performing companies included United Chemical with a 159.09% increase and Hongbaoli with a 104.27% increase in stock price [21][22]. Industry Trends - The report notes that the chemical raw materials and products manufacturing industry achieved a total profit of 78.76 billion yuan in the first quarter, reflecting a slight decline of 0.4% year-on-year [34]. - Shandong province is focusing on enhancing its chemical industry advantages, with significant growth in the number of large-scale chemical enterprises and revenue generation [34].

Investment Rating - The report does not explicitly state an investment rating for the chemical industry Core Insights - In April 2025, the basic chemical index decreased by 3.61%, ranking 20th among primary industries, with 12 sub-industries showing growth and 20 experiencing declines [11][16][20] - The apparent consumption of methanol in China has surpassed 100 million tons for the first time [1] Market Overview - Major indices in April 2025 showed the following changes: Shanghai Composite Index -1.70%, Shenzhen Component Index -5.75%, ChiNext Index -7.40%, and North Securities 50 Index +4.72% [11] - The basic chemical sector's performance was mixed, with significant declines in rubber and related products, while daily chemical products and inorganic salts showed positive growth [16][20] Product Price Movements - The top ten products with price increases in April 2025 included Trichloroethylene (+16.28%), Ammonium Sulfate (+12.20%), and H Acid (+10.96%) [24][25] - Trichloroethylene prices rose significantly due to reduced production and strong demand in the refrigerant market [25][26] Sub-Industry Performance - Among the basic chemical sub-industries, the top five performers were daily chemicals (+8.56%), inorganic salts (+4.37%), and fluorochemicals (+3.46%), while polyurethane and tires saw the largest declines of -17.59% and -14.68%, respectively [16][19] - In April 2025, 221 companies in the basic chemical sector reported positive returns, while 319 reported negative returns [20] Company Performance - The top ten companies by monthly growth included United Chemical (+159.09%), Hongbaoli (+104.27%), and Zhongxin Fluorine Materials (+65.92%) [21][22] - Conversely, the bottom ten companies included Hunan YN (-22.18%), Dingjide (-22.54%), and Hengxing New Materials (-23.21%) [23][24] Industry News - In the first quarter of 2025, the chemical raw materials and products manufacturing industry achieved a total profit of 78.76 billion yuan, a slight decrease of 0.4% year-on-year [32] - Shandong province continues to enhance its chemical industry advantages, with 3,682 large-scale chemical enterprises and a revenue of 2.86 trillion yuan by the end of 2024 [32]

Market Overview - On May 7, A-shares saw all three major indices rise, with a total trading volume of 1.51 trillion yuan, an increase of 140.6 billion yuan compared to the previous trading day. Over 3,200 stocks in the market experienced gains, with notable increases in the military, agriculture, forestry, and chemical raw materials sectors, while the film and television, gaming, and biopharmaceutical sectors faced declines [1][2]. Chemical Sector Performance - The chemical products sector showed strong performance in the afternoon, with stocks like Hongbaoli (002165) hitting the daily limit and achieving a new high, with a year-to-date increase of 219.63%, making it the top hot stock on Tonghuashun [1][5][9]. - Key stocks in the chemical sector included Changhua Chemical, which saw a 20.02% increase, and Yuzhong A, which achieved a 9.99% rise, marking its sixth consecutive limit-up day [6][7]. Agricultural Sector Performance - The agricultural sector, particularly the planting and forestry segments, demonstrated robust performance in the afternoon, with stocks such as Qiule Seed Industry rising over 17% and Kangnong Seed Industry increasing over 10%. Pingtan Development also reached a peak increase of 5.39% during trading [11][12]. - The planting and forestry sector index rose by 3.85%, indicating strong investor interest and potential growth in this area [12]. Investment Insights - According to Guojin Securities, there are still opportunities in the chemical sector, particularly in elastic varieties capable of price increases during cyclical downturns, as well as in the new materials sector driven by technological trends [9]. - CICC's report suggests that China's food security capabilities are continuously improving, recommending attention to the technological iterations brought by the revitalization of the seed industry and the recovery of livestock and poultry product prices driven by domestic demand [13].