证券日报网讯 9月8日晚间，东华能源发布公告称，公司第七届董事会第四次会议审议通过了《关于为 宁波百地年提供融资租赁担保的议案》《关于为马森南京提供担保暨关联交易的议案》等多项议案。 （文章来源：证券日报） ...

Group 1 - Donghua Energy (SZ 002221) announced that as of the announcement date, the total external guarantees provided by the company and its subsidiaries amounted to 21.488 billion yuan, which represents 193.66% of the audited net assets attributable to the parent company as of December 31, 2024 [1] - The total guarantees provided to entities outside the consolidated financial statements by the company and its subsidiaries reached 1.848 billion yuan, accounting for 16.65% of the audited net assets attributable to the parent company as of December 31, 2024 [1] - For the first half of 2025, Donghua Energy's revenue composition was as follows: production and sales accounted for 99.35%, other businesses for 0.55%, and warehousing for 0.09% [1] Group 2 - As of the time of reporting, Donghua Energy's market capitalization was 13.9 billion yuan [1]

证券代码：002221 证券简称：东华能源 公告编号：2025-062 东华能源股份有限公司 关于为马森南京提供担保暨关联交易的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别风险提示： 公司及控股子公司对外担保总额超过最近一期经审计净资产 100%，敬请投 资者充分关注担保风险。 一、担保情况概述 东华能源股份有限公司（以下简称"公司"或者"东华能源"）关联方马森 能源（南京）有限公司（以下简称"马森南京"）根据资金筹划安排，拟向招商 银行股份有限公司南京分行申请综合授信，敞口额度不超过人民币 20000 万元， 期限为 1 年；拟向浙江稠州商业银行股份有限公司南京分行申请综合授信 50000 万元，敞口额度不超过人民币 20000 万元，期限为 1 年。 2025 年 3 月 6 日，公司 2025 年第一次临时股东大会审议通过《关于受托管 理控股股东所属公司股权暨关联交易的议案》，接受控股股东东华石油（长江） 有限公司委托管理 MATHESON ENERGY PTE. LTD.及其下属控股子公司（包括马森 南京）的经营活动。 本着相互协同、共促 ...

证券代码：002221 证券简称：东华能源 公告编号：2025-061 东华能源股份有限公司 关于为宁波百地年提供融资租赁担保暨关联交易的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别风险提示： 公司及控股子公司对外担保超过最近一期经审计净资产 100%，敬请投资者 充分关注担保风险。 （一）基本信息 | 被担保人名称 | 宁波百地年液化石油气有限公司 | | --- | --- | | 成立日期 | 1997-12-03 | | 注册地址 | 浙江省宁波市大榭开发区关外路 1 号 | | 法定代表人 | 严维山 | | --- | --- | | 注册资本 | 206241.0579 万人民币 | | 经营范围 | 许可项目：危险化学品经营；燃气经营；港口经营；进出口代 | | | 理；技术进出口；货物进出口(依法须经批准的项目，经相关 | | | 部门批准后方可开展经营活动，具体经营项目以审批结果为 | | | 准)。一般项目：普通货物仓储服务（不含危险化学品等需许 | | | 可审批的项目）(除依法须经批准的项目外，凭营业执照依法 | | | ...

证券代码：002221 证券简称：东华能源 公告编号：2025-063 东华能源股份有限公司 关于召开 2025 年第六次临时股东会的通知 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 根据《公司法》与《公司章程》的有关规定，经公司第七届董事会第四次会 议审议通过，提请召开 2025 年第六次临时股东会。本次会议采取现场投票与网 络投票相结合的方式。现将本次会议的相关事项公告如下： 一、召开会议的基本情况 1、股东会届次：东华能源股份有限公司2025年第六次临时股东会。 2、召集人：公司董事会。 3、会议召开的合法、合规性：召开本次股东会的议案已经公司2025年9月8 日召开的第七届董事会第四次会议审议通过，符合相关法律、深圳证券交易所业 务规则以及《公司章程》规定。 4、召开的日期、时间： 现场会议时间：2025 年 9 月 24 日下午 14:30—16:00。 网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时间为： 2025年9月24日上午9:15-9:25，9:30-11:30，下午13:00-15:00；通过深圳证券 交易所互联网投票系 ...

证券代码：002221 证券简称：东华能源 公告编号：2025-060 东华能源股份有限公司 本议案尚需提交公司股东会审议，与本关联担保有利害关系的关联人将回避 1 / 3 第七届董事会第四次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 东华能源股份有限公司（简称"公司"或"东华能源"）第七届董事会第四 次会议通知已于 2025 年 9 月 1 日以通讯方式或者直接送达的方式送达了全体董 事。本次董事会于 2025 年 9 月 8 日在公司会议室以现场结合通讯的方式召开。 会议应出席董事 7 名，实际出席董事 7 名，会议由董事长周一峰女士主持，公司 高级管理人员列席了会议。本次会议的召集、召开程序符合有关法律、行政法规、 部门规章、规范性文件和《公司章程》的规定。 二、董事会会议审议情况 1、《关于为宁波百地年提供融资租赁担保的议案》 公司参股公司暨关联方宁波百地年液化石油气有限公司（简称"宁波百地年"） 拟与相关租赁公司开展售后回租融资租赁业务，融资金额不超过 3 亿元人民币， 用于补充流动资金。为保证宁波百地年拟签 ...

Group 1 - The core viewpoint of the article highlights the decline in China's naphtha production, with a reported output of 6.33 million tons in July 2025, representing a year-on-year decrease of 5.3% [1] - Cumulative naphtha production from January to July 2025 reached 46.181 million tons, showing a slight decline of 0.1% compared to the previous year [1] - The data is sourced from the National Bureau of Statistics and compiled by Zhiyan Consulting, indicating a comprehensive analysis of the naphtha industry in China [1] Group 2 - The article mentions several listed companies in the naphtha sector, including Sinopec (600028), Rongsheng Petrochemical (002493), and Donghua Energy (002221) among others [1] - Zhiyan Consulting has released a report titled "Market Supply and Demand Situation and Future Trend Analysis of China's Naphtha Industry from 2025 to 2031," which provides insights into the industry's future [1] - The report emphasizes the importance of industry research and consulting services in aiding investment decisions, showcasing Zhiyan Consulting's expertise in the field [1]

Core Insights - The appreciation of the Renminbi has positively impacted certain sectors, with the Renminbi appreciation beneficiary sector rising by 0.25% compared to the previous trading day [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] Sector Performance - Leading the Renminbi appreciation beneficiary sector was Caesar Travel, which saw a closing price of 5.92, an increase of 10.04% with a trading volume of 1.73 million shares and a transaction value of 99.56 million [1] - Other notable performers included Tongling Nonferrous Metals with a closing price of 4.51, up 3.44%, and Sun Paper with a closing price of 15.36, up 3.09% [1] Capital Flow Analysis - The Renminbi appreciation beneficiary sector experienced a net outflow of 620 million yuan from institutional investors, while retail investors saw a net inflow of 308 million yuan [2] - The capital flow data indicates that while institutional investors withdrew funds, retail investors were more active in purchasing shares within this sector [2][3] Individual Stock Insights - Caesar Travel had a net inflow of 247 million yuan from institutional investors, but a net outflow of 99.66 million yuan from speculative funds [3] - In contrast, Tongling Nonferrous Metals experienced a net outflow of 10.02% from speculative funds, indicating a lack of interest from this investor group [3]

Market Overview - The refining and trading sector increased by 0.33% on August 29, with Unification Co. leading the gains [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] Stock Performance - Unification Co. (600506) closed at 22.64, up 2.30% with a trading volume of 138,400 shares and a transaction value of 312 million [1] - Tongkun Co. (601233) closed at 14.67, up 1.73% with a trading volume of 500,300 shares [1] - China Petroleum (601857) closed at 8.72, up 0.93% with a trading volume of 1,895,100 shares and a transaction value of 1.658 billion [1] - Hengli Petrochemical (600346) closed at 17.61, down 0.17% with a trading volume of 276,600 shares [1] Capital Flow - The refining and trading sector experienced a net outflow of 514 million from institutional investors, while retail investors saw a net inflow of 232 million [2] - The sector's overall capital flow indicates a mixed sentiment among different investor types [2] Individual Stock Capital Flow - Hengli Petrochemical (600346) had a net inflow of 14.6955 million from institutional investors, but a net outflow of 20.035 million from retail investors [3] - Unification Co. (600506) saw a net inflow of 4.7803 million from institutional investors, with a net outflow of 16.8202 million from retail investors [3] - China Petroleum (601857) had a net inflow of 5.6757 million from institutional investors, but a net outflow of 13.642 million from retail investors [3]

Core Insights - The National Federation of Industry and Commerce released the lists of the top 500 private enterprises in China for 2025, with Jiangsu province having 90, 82, and 15 companies in the respective categories of overall private enterprises, manufacturing private enterprises, and service private enterprises, showing increases from the previous year [1][2]. Group 1: Jiangsu's Economic Contribution - Jiangsu's private economy contributed a value-added of 7.98 trillion yuan in 2024, accounting for 58.2% of the province's GDP, highlighting its significant role in the economy [1]. - Jiangsu ranked second nationally in the number of companies included in the 2025 top 500 private enterprises list, with 71 from southern Jiangsu, 11 from central Jiangsu, and 8 from northern Jiangsu [1]. Group 2: Company Performance - Among the top 500 private enterprises, 11 companies in Jiangsu reported revenues exceeding 100 billion yuan, an increase of one from the previous year [1]. - The total R&D investment of the listed companies reached 75.17 billion yuan, with 83,000 R&D personnel and 24,000 effective domestic invention patents, representing increases of 7.5%, 5.1%, and 32.6% respectively compared to the previous year [1]. Group 3: Tax Contributions and Employment - The total tax contribution of the listed companies amounted to 135.36 billion yuan, with 28 companies paying over 1 billion yuan in taxes annually [1]. - The total employment generated by these companies reached 1.306 million [1].