证券之星消息，7月29日炼化及贸易板块较上一交易日上涨1.03%，中国石油领涨。当日上证指数报收 于3609.71，上涨0.33%。深证成指报收于11289.41，上涨0.64%。炼化及贸易板块个股涨跌见下表： 从资金流向上来看，当日炼化及贸易板块主力资金净流出4.01亿元，游资资金净流入1.73亿元，散户资 金净流入2.28亿元。炼化及贸易板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601857 | 中国石油 | 8.72 | 1.87% | 163.96万 | 14.21亿 | | 603353 | 和顺石油 | 16.74 | 0.97% | 4.12万 | 6862.39万 | | 600688 | 上海石化 | 2.93 | 0.69% | 32.66万 | 9502.73万 | | 002408 | 齐翔腾达 | 5.37 | 0. ...

Core Insights - The price of acetone and methyl ethyl ketone has surged from 6,400 yuan/ton in June to the current 8,400 yuan/ton, representing an increase of over 30% [1] - The supply side has contracted significantly due to intensive maintenance and shutdowns in the industry, with over 30% of domestic production capacity currently offline [1] - Demand remains stable in the domestic market, with growth observed in overseas markets [1] Company Insights - Qixiang Tengda has an acetone and methyl ethyl ketone production capacity of 260,000 tons [1] - Yuxin Co., Ltd. has a production capacity of 100,000 tons [1] - Both companies report that their acetone and methyl ethyl ketone products are currently operating at full capacity and sales are strong [1]

[Performance Forecast Overview](index=1&type=section&id=Item%20I.%20Current%20Period%20Performance%20Forecast) The company forecasts a substantial decline in its 2025 first-half performance, with net profit attributable to shareholders expected to decrease by 87.14% to 89.62% Key Performance Indicators Forecast | Indicator | Jan 1, 2025 - Jun 30, 2025 (Estimated) | Prior Period | Year-over-Year Change | | :--- | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Profit: 21.00 million - 26.00 million CNY | Profit: 202.25 million CNY | Decrease: 87.14% - 89.62% | | **Net Profit Excluding Non-Recurring Items** | Profit: 15.00 million - 20.00 million CNY | Profit: 188.52 million CNY | Decrease: 89.39% - 92.04% | | **Basic Earnings Per Share** | Profit: 0.0553 - 0.0684 CNY/share | Profit: 0.5341 CNY/share | - | [Analysis of Core Reasons for Performance Fluctuation](index=1&type=section&id=Item%20III.%20Explanation%20of%20Performance%20Changes) The significant performance decline is primarily attributed to plant maintenance, high raw material costs, new project trial production expenses, and declining market prices for key products - Periodic shutdown and maintenance of production facilities led to a temporary decrease in **capacity utilization**, compounded by high **raw material costs**, resulting in dual pressure on **profitability** and reduced **production and sales volumes**[5](index=5&type=chunk) - The key light hydrocarbon comprehensive utilization project is in its **trial production** and **ramp-up phase**, where inherent **high material consumption**, **high energy consumption per unit**, and **high debugging costs** negatively impacted **short-term profits**[6](index=6&type=chunk) - Affected by macroeconomic conditions, new industry capacity releases, and raw material price fluctuations, **market prices** for the company's main products (MTBE, Maleic Anhydride, Isooctane) declined, compressing **profit margins**[6](index=6&type=chunk) [Audit Communication, Risks, and Other Disclosures](index=1&type=section&id=Item%20II.%20Communication%20with%20Accounting%20Firm) The company has pre-communicated the performance forecast with its accounting firm without disagreement, noting the forecast is unaudited and subject to the final semi-annual report, while cautioning investors about inherent risks - The company has pre-communicated the performance forecast with its annual audit accounting firm, with **no disagreements**; this performance forecast has **not been pre-audited** by the accounting firm[4](index=4&type=chunk) - The company declares **no other significant uncertain factors** exist that would affect the accuracy of this performance forecast[7](index=7&type=chunk) - This performance forecast is a **preliminary estimate** by the financial department; specific data will be subject to the **2025 semi-annual report**, advising investors to exercise **caution** in their decisions[8](index=8&type=chunk)

Core Viewpoint - The A-share market shows a slight decline with the Shanghai Composite Index at 3468.65 points, down by 0.11%, while the total trading volume reached 584.993 billion yuan, indicating a mixed performance in the market [1]. Group 1: Market Performance - As of 10:29 AM, the Shanghai Composite Index is at 3468.65 points, with a decrease of 0.11% [1]. - The total trading volume in the A-share market is 584.993 billion yuan [1]. Group 2: Stocks Breaking the Annual Line - A total of 46 A-shares have surpassed the annual line today, with notable stocks including Guotou Zhonglu, Jigaofazhan, and Huate Gas, showing significant deviation rates of 8.45%, 6.51%, and 4.34% respectively [1]. - Stocks with smaller deviation rates that have just crossed the annual line include Pudong Jinqiao, Hengli Petrochemical, and Zhenyou Technology [1]. Group 3: Top Stocks by Deviation Rate - The top three stocks with the highest deviation rates are: - Guotou Zhonglu (Code: 600962) with a price increase of 9.98% and a deviation rate of 8.45% [1]. - Jigaofazhan (Code: 600807) with a price increase of 10.16% and a deviation rate of 6.51% [1]. - Huate Gas (Code: 688268) with a price increase of 4.36% and a deviation rate of 4.34% [1]. Group 4: Additional Stocks with Positive Performance - Other notable stocks with positive performance include: - Jingtou Fazhan (Code: 600683) with a price increase of 4.39% and a deviation rate of 2.45% [1]. - Huaihe Energy (Code: 600575) with a price increase of 2.23% and a deviation rate of 1.96% [1]. - ST Gaosi (Code: 002848) with a price increase of 2.88% and a deviation rate of 1.65% [1]. Group 5: Stocks with Lower Deviation Rates - Stocks with lower deviation rates that have recently crossed the annual line include: - Qianyuan Qian (Code: 600189) with a price increase of 1.80% and a deviation rate of 0.82% [2]. - Sifang Stock (Code: 601126) with a price increase of 0.79% and a deviation rate of 0.72% [2]. - Wentai Technology (Code: 600745) with a price increase of 0.94% and a deviation rate of 0.66% [2].

证券代码：002986 证券简称：宇新股份 公告编号：2025-049 广东宇新能源科技股份有限公司 2024 年度权益分派实施公告 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、误导性陈述或者重大遗漏。 特别提示： 1、广东宇新能源科技股份有限公司（以下简称"公司"）总股本为 383,500,152 股，其中公司通过回购专户持有公司股票数量为 4,587,600 股，该部 分已回购的股份不享有参与本次利润分配的权利；实际参与分配的股本为 378,912,552 股。 4、本次实施的分派方案与股东大会审议通过的分派方案及调整原则一致。 2、根据《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等 相关规定，公司回购专户中的股份不参与本次权益分派。公司本次实际现金分红 的总金额=实际参与分配的股本×每股分配比例，即 115,050,013.88 元 =378,912,552 股×0.3036321 元/股。按总股本折算的每股现金红利=本次实际现 金分红的总金额÷总股本（含回购股份），即 0.2999999 元/股（保留 7 位小数， 最后一位直接截取，不四舍五入）=115, ...

Core Viewpoint - The company, Guangdong Yuxin New Energy Technology Co., Ltd., has approved a share repurchase plan to buy back a portion of its public shares using its own and self-raised funds, with a total repurchase amount between RMB 50 million and RMB 80 million, and a maximum repurchase price of RMB 14 per share [1][2]. Summary by Sections Share Repurchase Plan - The company plans to repurchase shares through centralized bidding, with the purpose of implementing an equity incentive plan or employee stock ownership plan [1]. - The total amount for the repurchase will not be less than RMB 50 million and not exceed RMB 80 million [1]. - The repurchase price will not exceed RMB 14 per share, which is 150% of the average trading price over the 30 trading days prior to the board's decision [1]. Progress of Share Repurchase - As of June 30, 2025, the company has repurchased 4,587,600 shares, accounting for 1.1962% of the total share capital [2]. - The highest transaction price during the repurchase was RMB 12.12 per share, and the lowest was RMB 10.67 per share, with a total expenditure of RMB 51,880,739.39 (excluding transaction fees) [2]. Compliance and Regulations - The company's share repurchase activities comply with relevant laws and regulations, as well as the established repurchase plan [2]. - The company will continue to implement the repurchase plan based on market conditions and will fulfill its information disclosure obligations as required by law [3].

证券代码：002986 证券简称：宇新股份 公告编号：2025-048 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等相关规定，上市公司在回购期间应当在每个月的前三个交 易日内披露截至上月末的回购进展情况。现将公司截至上月末的回购进展情况公 告如下： 一、截至上月末回购股份的进展情况 截至 2025 年 6 月 30 日，公司通过回购股份专用证券账户以集中竞价方式回 购公司股份 4,587,600 股，占公司总股本的 1.1962%，最高成交价为 12.12 元/股， 最低成交价为 10.67 元/股，已使用资金总额 51,880,739.39 元（不含交易费用）。 本次回购符合相关法律法规的要求，符合既定的回购股份方案。 二、其他说明 广东宇新能源科技股份有限公司 关于回购股份方案实施进展的公告 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、误导性陈述或者重大遗漏。 广东宇新能源科技股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日 召开第四届董事会第四次会议，审议通过了《关于以集中竞价交易方式回购公司 股份方案的议案》 ...

Group 1 - The company, Guangdong Yuxin New Energy Technology Co., Ltd., has announced the progress of its share repurchase plan, which has reached 1% of its total share capital [2][3] - The board of directors approved a share repurchase plan on April 28, 2025, with a total fund of no less than RMB 50 million and no more than RMB 80 million, at a maximum price of RMB 14 per share [2] - As of June 19, 2025, the company has repurchased 3,923,300 shares, accounting for 1.0230% of the total share capital, with a total expenditure of RMB 44,145,155.66 [2][3] Group 2 - The share repurchase is in compliance with relevant laws and regulations, as well as the established repurchase plan [3] - The company will continue to implement the repurchase plan based on market conditions and will fulfill its information disclosure obligations in accordance with legal and regulatory requirements [3]

广东宇新能源科技股份有限公司 关于回购公司股份比例达到 1%的进展公告 证券代码：002986 证券简称：宇新股份 公告编号：2025-047 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、误导性陈述或者重大遗漏。 广东宇新能源科技股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日 召开第四届董事会第四次会议，审议通过了《关于以集中竞价交易方式回购公司 股份方案的议案》，拟使用自有资金和自筹资金（商业银行回购专项贷款）以集 中竞价交易方式回购公司部分社会公众股份，本次回购股份将用于实施股权激励 计划或员工持股计划。回购的资金总额不低于人民币 5,000 万元（含），不超过 人民币 8,000 万元（含）。回购价格不超过人民币 14 元/股（含本数，不超过董 事会审议通过本次回购股份决议前 30 个交易日公司股票交易均价的 150%）。实 施期限自董事会审议通过本次回购股份方案之日起不超过 12 个月。具体情况详 见公司于 2025 年 4 月 30 日披露在巨潮资讯网（http://www.cninfo.com.cn）的《关 于以集中竞价交易方式回购公司股份方案的公 ...

Core Viewpoint - The demand for transfer tape is rapidly increasing due to the growth of industries such as electronics, optics, and automotive, indicating significant market potential. The market size of China's transfer tape industry is projected to grow from 24.583 billion yuan in 2017 to 38.257 billion yuan in 2024, with a compound annual growth rate (CAGR) of 6.52% [1][10]. Industry Overview - Transfer tape is a specialized adhesive tape used to transfer materials or patterns from one surface to another, featuring properties such as adhesion, durability, and ease of use. It is composed of a substrate and adhesive material, making it suitable for various applications in both daily life and industrial production [2]. - The production process of transfer tape includes raw material procurement, coating, drying and curing, slitting, inspection, and packaging [2]. Industry Chain - The upstream raw materials for the transfer tape industry include substrates like polyester film and polyethylene film, and adhesives such as acrylic and rubber, which determine the tape's key performance characteristics [4]. - The downstream applications of transfer tape span across electronics, automotive, optics, and medical sectors, where it is used for tasks such as component fixation, protection, and ensuring product quality [4]. Market Size and Growth - The market size of the polyester film industry, a key component in transfer tape, is expected to grow from 32.15 billion yuan in 2021 to 50.17 billion yuan in 2024, with a CAGR of 7.7%, supporting the growth of the transfer tape industry [6]. - The electronic information manufacturing sector in China is projected to see a significant increase, with a year-on-year growth of 11.80% in 2024, further driving the demand for transfer tape [8]. Competitive Landscape - The transfer tape industry in China exhibits a concentrated market structure, with leading companies like Jiemai Technology and Leike Co., Ltd. dominating the market through innovation and product development [12]. Development Trends - The industry is moving towards environmentally friendly products, focusing on recyclable materials and reducing harmful emissions to meet regulatory requirements and consumer demand for green products [17]. - High performance is becoming a critical trend, with increasing demands for stronger adhesion, better insulation, and durability in various applications [18]. - Globalization is influencing the industry, with production shifting towards emerging markets like Southeast Asia and India, while companies adapt their strategies to meet local market needs [20].