Chan Ye Xin Xi Wang·2025-10-07 01:59Core Viewpoint - The report highlights a decline in China's petroleum coke production, indicating potential challenges for companies in the industry and suggesting a need for strategic adjustments to navigate the changing market landscape [1] Industry Summary - In August 2025, China's petroleum coke production was 2.55 million tons, representing a year-on-year decrease of 5.8% [1] - From January to August 2025, the cumulative production of petroleum coke in China reached 20.831 million tons, showing a cumulative decline of 4.6% [1] - The data indicates a downward trend in production, which may impact supply dynamics and pricing in the petroleum coke market [1] Company Summary - Listed companies in the petroleum coke sector include Huajin Co., Ltd. (000059), Yuanxing Energy (000683), Shanghai Petrochemical (600688), Huaxi Energy (002630), Wanhua Chemical (600309), Hengli Petrochemical (600346), Rongsheng Petrochemical (002493), Xin'ao Co., Ltd. (600803), and China National Petroleum Capital (000617) [1] - These companies may need to reassess their operational strategies in light of the declining production figures to maintain competitiveness and profitability [1]