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]

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 ...

化工板块今日（8月5日）震荡盘整，反映化工板块整体走势的化工ETF（516020）持续于水面附近震 荡，截至发稿，场内价格涨0.15%。 成份股方面，锂电、民爆用品、改性塑料等板块部分个股涨幅居前。截至发稿，恩捷股份大涨超4%， 广东宏大、金发科技双双涨超2%，龙佰集团、藏格矿业、鲁西化工等多股涨超1%。 | | | 分配 印日 1分 5:0 15:0 30日 60:9 日 周 月 夏:4 | 5160208CIETF) 1422 (0) 0.650 BBR 0.0010.15% 030 0.649 1830 14 IOPV 0.6494 | | | | | | F9 盘机盘网 盘加 九年 图库 工具 ( ( ) ) | | RETETE O | | 516020 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | | | 2021/08/05 | | 0.650 | | +0.001 +0.159 | | | | | | | | | | | | | SS ...

Group 1 - The stock price of Longbai Group is reported at 17.10 yuan, down 0.10 yuan or 0.58% from the previous trading day, with a trading volume of 96,285 hands and a transaction amount of 164 million yuan [1] - Longbai Group is a significant player in the titanium dioxide industry, engaged in the research, production, and sales of titanium dioxide, sponge titanium, and zirconium products, with applications in coatings, plastics, and papermaking [1] - As of July 31, the company has repurchased a total of 1.5646 million shares, accounting for 0.0656% of the total share capital, with a total transaction amount of 25.481 million yuan, under a buyback plan with a total fund of 500 million to 1 billion yuan and a maximum repurchase price of 24.32 yuan per share [1] Group 2 - The company currently has a sponge titanium production capacity of 80,000 tons per year, ranking first globally [1] - On August 4, the net inflow of main funds was 14.1482 million yuan, accounting for 0.04% of the circulating market value, while the net outflow over the past five days was 7.4245 million yuan, accounting for 0.02% of the circulating market value [1]

从资金流向上来看，当日化学原料板块主力资金净流入8728.46万元，游资资金净流出5809.52万元，散户 资金净流出2918.94万元。化学原料板块个股资金流向见下表： | 代码 名称 | | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603067 振华股份 | | 6833.39万 | 12.35% | -3386.11万 | -6.12% | -3447.28万 | -6.23% | | 600988 | 宝丰能源 | 4723.06万 | 9.55% | 860.20万 | 1.74% | -5583.26万 | -11.29% | | 603663 三祥新材 | | 3514.44万 | 11.33% | -891.14万 | -2.87% | -2623.29万 | -8.46% | | 002601 龙佰集团 | | 1414.82万 | 8.61% | 587.97万 | 3.58% | -2002.79万 | -12 ...

Core Points - The young entrepreneurs are recognized as a driving force for high-quality development [1] - The second council and supervisory board of the Jiaozuo Young Entrepreneurs Association were elected during the meeting [3] Group 1 - The newly elected president, Xu Ran, emphasized the importance of strengthening party leadership to enhance political awareness among member enterprises and contribute to economic development [5] - The association aims to improve service levels by understanding member needs and providing precise and efficient services to promote cooperation and win-win outcomes among members [5] - There is a focus on promoting innovation by encouraging member enterprises to increase investment in technological innovation and collaborate with universities and research institutions for deeper integration of industry, academia, and research [5] Group 2 - The association will encourage young entrepreneurs to take on social responsibilities by participating in rural revitalization and charitable activities [5] - There will be an emphasis on internal management improvement, talent cultivation, and the active recruitment of new members to enhance work efficiency and decision-making capabilities [5]

登录新浪财经APP 搜索【信披】查看更多考评等级 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。 龙佰集团股份有限公司（以下简称"公司"）于2025年6月6日召开的第八届董事会第十九次会议，审议通 过了《关于回购公司股份方案的议案》，同意公司使用自有资金及回购专项贷款以集中竞价的方式回购 公司股份，回购股份的种类为公司已发行的人民币普通股（A股）股票，将用于股权激励或员工持股计 划。本次回购股份的资金总额不低于人民币50,000万元（含）且不超过人民币100,000万元（含），回购 股份的价格为不超过人民币24.32元/股（含），具体回购股份的数量以回购期满时实际回购的股份数量 为准。本次回购股份的实施期限自公司董事会审议通过本次回购股份方案之日起12个月内。具体内容详 见公司于2025年6月7日、2025年6月11日刊载于《中国证券报》《证券时报》《上海证券报》及巨潮资 讯网(http://www.cninfo.com.cn）的相关公告。 2025年7月1日，公司通过股份回购专用证券账户以集中竞价方式首次实施回购公司股份，具体内容详见 公司于2025年7月2 ...

（文章来源：证券日报） 证券日报网讯 8月1日晚间，龙佰集团发布公告称，截至2025年7月31日，公司通过股份回购专用证券账 户以集中竞价方式累计回购公司股份1，564，600股，占公司目前总股本的0.0656%。 ...

格隆汇8月1日丨龙佰集团(002601.SZ)公布，截至2025年7月31日，公司通过股份回购专用证券账户以集 中竞价方式累计回购公司股份156.46万股，占公司目前总股本的0.0656%，最高成交价为16.34元/股，最 低成交价为16.18元/股，成交总金额为2548.1016万元(不含交易费用)。 ...

格隆汇8月1日丨龙佰集团(002601.SZ)公布，截至2025年7月31日，公司通过股份回购专用证券账户以集 中竞价方式累计回购公司股份156.46万股，占公司目前总股本的0.0656%，最高成交价为16.34元/股，最 低成交价为16.18元/股，成交总金额为2548.1016万元(不含交易费用)。 ...