卫星化学（002648）公告，2025年第一季度营业收入123.29亿元，同比增长40.03%。净利润15.68亿 元，同比增长53.38%。 ...

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的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、回购股份方案的基本情况 卫星化学股份有限公司（以下简称"公司"）于2025年4月10日召开的第五届董事会第九次会议审议通过 了《关于回购公司股份方案的议案》，公司拟使用自有/自筹资金以集中竞价交易的方式回购公司部分 股份，用于实施公司事业合伙人持股计划或其他股权激励计划。本次回购股份的资金总额不低于2亿元 （含）、不超过4亿元（含），回购价格不超过29.50元/股（含）。本次回购股份的实施期限为自公司 董事会审议通过本回购方案之日起不超过十二个月。具体内容详见公司在《证券时报》《中国证券报》 和巨潮资讯网（www.cninfo.com.cn）上披露的《关于回购公司股份方案的公告暨回购报告书》（公告 编号：2025-018）。 公司根据《中国人民银行、金融监管总局、中国证监会关于设立股票回购增持再贷款有关事宜的通知》 及后续政策更新的规定，向中国建设银行嘉兴分行申请股票回购专项贷款。 公司于近日收到中国建设银行嘉兴分行出具的《贷款承诺书》，主要内容如下： 1、贷 ...

证券代码：002648 证券简称：卫星化学 公告编号：2025-023 卫星化学股份有限公司 关于取得金融机构股票回购专项贷款承诺书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、回购股份方案的基本情况 卫星化学股份有限公司（以下简称"公司"）于2025年4月10日召开的第五 届董事会第九次会议审议通过了《关于回购公司股份方案的议案》，公司拟使用 自有/自筹资金以集中竞价交易的方式回购公司部分股份，用于实施公司事业合 伙人持股计划或其他股权激励计划。本次回购股份的资金总额不低于2亿元（含）、 不超过4亿元（含），回购价格不超过29.50元/股（含）。本次回购股份的实施期 限为自公司董事会审议通过本回购方案之日起不超过十二个月。具体内容详见公 司在《证券时报》《中国证券报》和巨潮资讯网（www.cninfo.com.cn）上披露的 《关于回购公司股份方案的公告暨回购报告书》（公告编号：2025-018）。 二、贷款承诺书的主要内容 本次取得《贷款承诺书》可为公司回购股票提供融资支持。本次取得金融机 构股票回购专项贷款承诺书不代表公司对本次回购股份方案 ...

4月23日，特朗普关税"改口"，A股收盘涨跌不一，全天成交1.26万亿元，较前一交易日增量1413亿元。 板块上，机器人、汽车零部件、消费电子、电机等板块活跃，贵金属、黄金概念重挫，商业百货、食品饮料、预制菜等板块走低。 下面我们来看下今日龙虎榜情况： | | 爱博医疗 -20.00% | 曙光股份 6.43% | 百大集团 -8.70% | 丽尚国潮 -5.28% | 西昌电力 5.00% | 浙江自然 10.02% | 丰标品 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 轻纺城 10.05% | 连云港 10.00% | 健尔康 10.01% | 天和磁材 2.12% | 华脉科技 3.75% | 保税科技 2.35% | 信雅 | | 沪市 | 肯特催化 -5.15% | 安记食品 -9.98% | 安正时尚 -9.98% | 葫芦娃 -9.99% | 中毅达 -10.00% | 赤峰黄金 -10.00% | CONDE | | | 凌云B股 -10.00% | ST新潮 2.56% | ST广物 5.05% | ST通葡 4.98% ...

Core Viewpoint - The article discusses the recent developments in US-China trade relations and their impact on the A-share market, highlighting the mixed performance of various sectors and companies in response to news about potential tariff reductions and trade agreements [1]. Group 1: US-China Trade Relations - Bessent stated that the current tariffs of 145% on Chinese goods and 125% on US goods are unsustainable, suggesting a de-escalation in the near future [1]. - The White House indicated that Trump is laying the groundwork for a trade agreement with China, with a positive outlook on the relationship [1]. - Trump mentioned that he would be "very friendly" in negotiations with Beijing and that tariffs on Chinese imports would significantly decrease but not to zero [1]. Group 2: Market Reactions - Following the news, sectors such as the outbound industry chain and consumer electronics saw a rebound, with robotics being the standout performer [1]. - Tesla's Elon Musk projected that thousands of Optimus robots would be operational in Tesla factories by the end of the year, with a long-term goal of producing one million units annually by 2029 or 2030 [1]. - Xiaopeng Motors showcased its robot model IRON, which attracted significant attention at an event, indicating strong market interest in robotics [1]. Group 3: Gold Market Outlook - Despite a drop in gold prices, there is a positive long-term outlook for gold due to geopolitical tensions, with Morgan Stanley predicting gold prices could exceed $4,000 per ounce next year [6]. - The report anticipates an average gold price of $3,675 per ounce by Q4 2025, with potential for earlier increases if demand exceeds expectations [6]. Group 4: A-Share Market Performance - The A-share market showed mixed results, with the Shanghai Composite Index closing down 0.1%, while the Shenzhen Component and ChiNext Index rose by 0.67% and 1.08%, respectively [7]. - The total market turnover reached 12,625 billion yuan, an increase of 1,412 billion yuan from the previous day [7]. - High-profile stocks experienced declines, with 72 stocks hitting the daily limit up and 16 stocks closing at the limit down [7].

Group 1 - The article highlights the top stocks with significant price movements and their corresponding net buying or selling amounts by institutions and retail investors [3][5][11] - Satellite Chemical experienced a price increase of 9.97% with a net buying amount of 76,608 thousand yuan, accounting for 36.37% of total trading volume [3][11] - Chifeng Gold saw a decline of 10% with a net selling amount of 25,971 thousand yuan, indicating a negative sentiment among institutional investors [5][11] Group 2 - The top stocks with the highest net outflows include Aibo Medical, which dropped 20% with a net selling amount of 22,068 thousand yuan [5][11] - Xinya Data had a slight increase of 0.79% but still faced a net selling amount of 8,288 thousand yuan, reflecting mixed investor sentiment [5][11] - The overall market sentiment appears cautious, with several stocks experiencing significant declines alongside notable net outflows from institutional investors [5][11]

4月23日，上证指数、科创50指数早盘高开后快速回落，随后有所回升，午后一度上扬，之后再度回落；深证成指、创业板 指早盘冲高回落，随后再度回升，午后震荡上扬，之后再度回落。截至收盘，上证指数报3296.36点，跌0.1%，成交额 4862.09亿元；深证成指报9935.80点，涨0.67%，成交额7435.05亿元；创业板指报1949.16点，涨1.08%，成交额3464.61亿 元；科创50指数报1012.65点，跌0.35%，成交额230.97亿元。沪深两市合计成交12297.14亿元，成交额较上一交易日增加 1397.12亿元。 人形机器人、轮毂电机等概念走强 天元股份、步步高等连收6个涨停板 盘面上来看，行业板块、概念跌多涨少。其中，汽车、机械设备、通信、电力设备、电子、计算机等行业涨幅靠前；人形机 器人、轮毂电机、PEEK材料、汽车一体化压铸、减速器、可燃冰、工业母机等概念走势活跃。商贸零售、珠宝首饰、农林 牧渔、房地产、有色金属、美容护理、医药生物、纺织服装等行业跌幅居前；黄金、粮食、乳业、预制菜、猪肉、社区团 购、供销社、租售同权、免税、统一大市场等概念走势较弱。涨停个股主要集中在汽车、电子、机 ...

金融界4月23日消息，A股三大指数收盘涨跌不一，中证油气产业指数 (油气产业，H30198)上涨1.05%， 报1713.36点，成交额155.36亿元。 数据统计显示，中证油气产业指数近一个月下跌6.82%，近三个月下跌4.76%，年至今下跌8.39%。 跟踪油气产业的公募基金包括：国泰中证油气产业联接A、国泰中证油气产业联接C、国泰中证油气产 业ETF。 从中证油气产业指数持仓的市场板块来看，上海证券交易所占比71.86%、深圳证券交易所占比 28.14%。 从中证油气产业指数持仓样本的行业来看，能源占比62.08%、原材料占比20.17%、工业占比14.79%、 金融占比1.86%、公用事业占比1.10%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 据了解，中证油气产业指数从沪深市场中选取业务涉 ...

| 排名 | 板块名称 | 主力资金净流入（亿元） | 主力资金净流入率(%) | | --- | --- | --- | --- | | | 机械设备 | 32.58 | 4.88 | | 2 | 交运设备 | 30.48 | 6.42 | | 3 | 通用设备 | 18.83 | 5.64 | | ব | 家用电器 | 4.98 | 4.71 | | 5 | 工业务属 | 3.68 | 3.16 | | 排名 | 板块名称 | 主力资金净流出（亿元） | 主力资金净流出率(%) | | --- | --- | --- | --- | | | 商贸零售 | -21.94 | -8.74 | | 2 | 未曾体 | -17.52 | -5.78 | | 3 | 非银金融 | -14.15 | -7.40 | | ব | 交通运输 | -14.10 | -6.90 | | 5 | 农林牧渔 | -13.13 | -9.80 | 主力资金监控：中油资本净卖出超8亿 智通财经4月23日电，智通财经星矿数据显示，今日早盘主力资金净流入机械设备、交运设备、通用设备等板块，净流出商贸零售、 半导体、非银金融等板块，其中机 ...

Investment Rating - The report suggests a focus on the compound fertilizer industry due to its increasing concentration and potential benefits from tariff responses against the US [4] Core Viewpoints - The chemical sector saw a slight increase of 0.31% in the third week of April, lagging behind the Shanghai Composite Index by 0.88 percentage points [12] - Key stocks that performed well include Hongbaoli (+55.21%), Lingpai Technology (+28.07%), and Hongqiang Co. (+24.25%) [12] - The report highlights the significant price increases in trichloroethylene (+16.28%) and WTI crude oil (+7.67%) [20] - The report emphasizes the potential growth of companies like Xinyangfeng in the compound fertilizer sector, Chenghe Technology benefiting from tariff responses, Baofeng Energy with increasing production capacity, and Huangma Technology as a leader in specialty surfactants [4] Industry Performance - The chemical sector's dynamic PE is reported at 23.28 times, lower than the average PE of 14.76 times since 2015 [12] - In the third week of April, 20 sub-industries within the chemical sector increased, while 11 decreased, with textile chemicals (+6.07%) and modified plastics (+4.8%) leading the gains [15] - The report notes significant fluctuations in product prices, with liquid chlorine experiencing a drastic drop of -62.28% [20][39] Price and Spread Trends - The report lists the top five products with the highest weekly price increases, including trichloroethylene (+16.28%) and WTI crude oil (+7.67%) [20] - It also highlights the top five products with the largest price spread increases, such as ethylene glycol (+1154%) and naphtha (+32.58%) [39] Inventory Changes - Notable inventory changes include polyester chips (+17.14%) and polyester filament (+14.11%) showing significant increases [60]