每经头条（nbdtoutiao）——中国这个行业爆了！海外订单猛增246%，覆盖50多国和地区，企业家提 醒：有人正以亏本价销售，警惕恶性竞争扩至海外 （记者 王晓波） 每经AI快讯，北化股份（SZ 002246，收盘价：19.94元）发布公告称，2025年11月4日，北化股份接受 招商基金等投资者调研，公司财务负责人、董事会秘书商红等人回答了投资者提出的问题。 2025年1至6月份，北化股份的营业收入构成为：化学原料及化学制品制造业占比38.08%，其他专用化 学化学产品制造占比30.99%，专用设备制造业占比30.93%。 截至发稿，北化股份市值为109亿元。 ...

北方化学工业股份有限公司投资者关系活动记录表 编号：2025-08 | 投资者关系活动 | □特定对象调研 | □分析师会议 | | --- | --- | --- | | 类别 | □媒体采访 | □业绩说明会 | | | □新闻发布会 | □路演活动 | | | □现场参观 | | | | 其他："走进兵器工业 | 2025 年上市公司投资者集中交流活动" | | 参与单位名称及 | 招商基金 王晗 | | | 人员姓名 | 国信证券 李聪 | | | | 方正证券 张世朴 | | | | 长江证券 王贺嘉 | | | | 国盛证券 刘天祥 | | | | 长城基金 陈良栋 | | | | 兴业证券 石康 | | | | 华商基金 徐乔威 | | | | 华安证券 邓承佯 | | | | 华福证券 周丹露 | | | | 申万宏源 邵靖宇 | | | | 然桉创投 李林益 | | | 时间 | 年 月 2025 11 4 | 日（周二）上午 10:50~11:20 | | 地点 | 西安蓝溪国际酒店 | | | 上市公司接待人 | 北化股份财务负责人、董事会秘书商红 | | | 员姓名 | | 北化股份 ...

Market Overview - The chemical products sector experienced a decline of 0.57% on the trading day, with Boyuan Co., Ltd. leading the losses [1] - The Shanghai Composite Index closed at 3986.9, down 0.73%, while the Shenzhen Component Index closed at 13532.13, down 1.16% [1] Stock Performance - Notable gainers in the chemical products sector included: - Hangzhou Oxygen Plant Co., Ltd. (002430) with a closing price of 29.52, up 9.99% and a trading volume of 494,700 shares, totaling 1.43 billion yuan [1] - Pioneer New Materials (300163) closed at 4.93, up 6.94% with a trading volume of 1,542,200 shares, totaling 759 million yuan [1] - Jinrongzi (002407) closed at 26.50, up 6.26% with a trading volume of 2,445,100 shares, totaling 6.408 billion yuan [1] - Major decliners included: - Boyuan Co., Ltd. (301617) closed at 94.00, down 7.66% with a trading volume of 78,600 shares, totaling 763 million yuan [2] - Jinhua New Materials (920015) closed at 58.33, down 7.29% with a trading volume of 132,100 shares, totaling 810 million yuan [2] - Poly United (002037) closed at 10.10, down 6.13% with a trading volume of 247,400 shares, totaling 254 million yuan [2] Capital Flow - The chemical products sector saw a net outflow of 933 million yuan from institutional investors, while retail investors contributed a net inflow of 665 million yuan [2] - The capital flow for specific stocks indicated: - Hangzhou Oxygen Plant Co., Ltd. had a net inflow of 1.52 billion yuan from institutional investors, while retail investors had a net outflow of 948.96 million yuan [3] - Yongtai Technology (002326) experienced a net inflow of 1.25 billion yuan from institutional investors, with a net outflow of 2.22 billion yuan from retail investors [3] - Yahua Group (002497) had a net inflow of 1.08 billion yuan from institutional investors, while retail investors saw a net outflow of 657.87 million yuan [3]

Group 1 - The core viewpoint of the news is that Beihua Co., Ltd. has experienced a significant stock price increase, rising 5.02% to 20.94 CNY per share, with a total market capitalization of 11.497 billion CNY [1] - Beihua Co., Ltd. has seen its stock price increase for three consecutive days, with a cumulative increase of 6.12% during this period [1] - The company, established in August 2002 and listed in June 2008, primarily engages in the production and sales of nitrocellulose and industrial pumps, with its main business revenue composition being 37.70% from nitrocellulose-related products, 25.47% from protective equipment, and 22.91% from industrial pumps [1] Group 2 - From the perspective of fund holdings, Ping An Fund has a significant position in Beihua Co., Ltd., with its Ping An CSI 2000 Enhanced Strategy ETF holding 4,100 shares, accounting for 0.43% of the fund's net value [2] - The Ping An CSI 2000 Enhanced Strategy ETF has achieved a year-to-date return of 28.27% and a one-year return of 29.74%, ranking 1968 out of 4216 and 1480 out of 3877 in its category, respectively [2] - The fund manager, Li Yan, has been in charge for 1 year and 310 days, with the fund's total asset size at 11.079 billion CNY and a best return of 75.6% during his tenure [2]

Core Insights - The company reported a significant increase in revenue and net profit for the third quarter of 2025, indicating strong financial performance [2] Financial Performance - The company achieved a revenue of 703,930,038.76 yuan in Q3 2025, representing a year-on-year growth of 81.85% [2] - The net profit attributable to shareholders reached 81,648,643.71 yuan, showing a remarkable year-on-year increase of 200.55% [2]

Core Insights - The company reported a significant increase in revenue and net profit for the first three quarters of 2025, indicating strong financial performance [1] Financial Performance - The company achieved an operating income of 1.835 billion yuan, representing a year-on-year growth of 41.09% [1] - The net profit attributable to shareholders reached 188 million yuan, showing a remarkable year-on-year increase of 504.80% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 162 million yuan, reflecting a year-on-year growth of 277.19% [1]

Core Insights - The company, Beihua Co., Ltd. (002246), reported a significant increase in revenue and net profit for the third quarter of 2025, indicating strong financial performance [1] Financial Performance - The company achieved a revenue of 704 million yuan in the third quarter, representing a year-on-year growth of 81.85% [1] - The net profit for the same period was 81.6486 million yuan, showing a remarkable year-on-year increase of 200.55% [1]

Company Performance - North Chemical Co., Ltd. reported a revenue of approximately 1.835 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 41.09% [1] - The net profit attributable to shareholders of the listed company was approximately 188 million yuan, showing a significant year-on-year increase of 504.8% [1] - Basic earnings per share reached 0.3431 yuan, which is an increase of 504.6% compared to the previous year [1] Market Context - As of the report, North Chemical Co., Ltd. has a market capitalization of 10.9 billion yuan [2] - The A-share market has surpassed 4000 points, indicating a significant market resurgence after a decade of stagnation, with a new "slow bull" market pattern emerging [2]

Core Viewpoint - Beihua Co., Ltd. reported significant growth in its third-quarter financial results, indicating strong operational performance and profitability improvements [1] Financial Performance - The company's operating revenue for the first three quarters reached 1.83 billion, representing a year-on-year increase of 41.09% [1] - The net profit attributable to shareholders was 188 million, showing a remarkable year-on-year growth of 504.8% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 162 million, reflecting a year-on-year increase of 277.19% [1]

Core Insights - North Chemical Co., Ltd. (002246.SZ) reported a significant increase in revenue and net profit for the third quarter, indicating strong financial performance [1] Financial Performance - The company's operating revenue for the first three quarters reached 1.83 billion yuan, representing a year-on-year growth of 41.09% [1] - The net profit attributable to shareholders was 188 million yuan, showing a remarkable year-on-year increase of 504.8% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 162 million yuan, reflecting a year-on-year growth of 277.19% [1]