每经编辑 杜宇 另据央视新闻，美国航母此前遭受多次袭击。 当地时间4月9日下午，胡塞武装发言人叶海亚·萨雷亚发表讲话称，胡塞武装通过无人机袭击了以色列特拉维夫地区的一处军事目标。胡塞武装还通过多架 无人机袭击了美军包括"哈里·杜鲁门"号航空母舰在内的多艘军舰。 据央视新闻5月3日消息，美联社当地时间5月2日报道，美国官员透露，美国国防部长赫格塞思已命令美国海军"哈里·杜鲁门"号航空母舰再次留在中东地 区，停留时间为一周。 加上目前在中东地区活动的"卡尔·文森"号航母战斗群，使美国能够在中东地区维持两个航母战斗群，继续与也门胡塞武装作战。 当地时间4月28日，美国海军方面通报，正在红海的"杜鲁门"号航母上一架F/A-18E"超级大黄蜂"战斗机及其甲板牵引车"意外坠海"。据称全体人员确认安 全，仅一名水手受轻伤。 值得注意的是，就在美国海军这份声明发布前不久，也门胡塞武装发言人叶海亚·萨雷亚发表视频声明称，胡塞武装通过导弹和无人机袭击了红海上的美 军"杜鲁门号"航母及其所在舰队，并成功迫使"敌舰"向北撤退。 美国"杜鲁门"号航母今年来已经卷入多起事故，与其所谓的"全球威慑"定位形成反差。分析人士称，与胡塞武装高密 ...

Investment Rating - The report maintains a "Buy" rating for the company [6] Core Views - The company's Q1 2025 performance met expectations, with total revenue of 7.77 billion yuan, a year-on-year decrease of 2.6%, and a net profit attributable to shareholders of 707 million yuan, down 33.7% year-on-year [6] - The report highlights that product price differentials are at a bottom level, with seasonal factors impacting product shipments [6] - The company is expected to see gradual recovery in demand and cost pressures easing, with new projects contributing to growth [6] Financial Data and Profit Forecast - Total revenue projections for 2025 are 35.92 billion yuan, with a year-on-year growth rate of 5.0% [2] - Net profit attributable to shareholders is forecasted at 3.97 billion yuan for 2025, reflecting a slight increase of 1.7% year-on-year [2] - Earnings per share are expected to be 1.87 yuan in 2025, with a projected PE ratio of 11 [2] Market Data - As of April 25, 2025, the closing price of the stock is 20.97 yuan, with a market capitalization of 44.44 billion yuan [3] - The stock has a price-to-book ratio of 1.4 and a dividend yield of 4.29% [3] Product and Cost Analysis - The report notes that the average price differentials for key products are at historical lows, with significant declines in raw material prices, easing cost pressures [6] - The company is expected to benefit from new high-end chemical projects coming online, enhancing its competitive edge [6]