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中国化学(601117):2025年半年报点评:盈利能力继续改善,海外收入占比提升至30%
Western Securities· 2025-08-26 11:22
公司点评 | 中国化学 盈利能力继续改善,海外收入占比提升至 30% 中国化学(601117.SH)2025 年半年报点评 事件:公司 2025H1 实现营收 907.22 亿元,同比-0.35%;归母净利润 31.02 亿元,同比+9.26%;扣非归母净利润 30.03 亿元,同比-1.56%。点评如下: 化工、实业收入占比提升,境外收入大幅增长 29%。分单季度看,公司 Q1/Q2 营收分别同比-1.15%/+0.44%;归母净利润分别同比+18.77%/+2.12%。分 业务看,2025H1 化学工程、基础设施、环境治理、实业及新材料、现代服 务业营收分别为 748.12、91.10、5.11、48.30、8.05 亿元,分别同比+1.21%、 -10.02%、-54.58%、+8.73%、+7.81%;化工、实业主营收入占比分别同升 1.25pct、0.45pct。分地区看,境内、境外营收分别为 634.69、265.99 亿元, 分别同比-8.93%、+28.75%,境外主营收入占比同升 6.67pct 至 29.53%。 毛利率、净利率上升,经营现金净流出大幅增加。2025H1 毛利率同升 0.1 ...
中国化学(601117):化工主业优势突出,境外收入高增长
HTSC· 2025-08-26 07:46
证券研究报告 中国化学 (601117 CH) 化工主业优势突出,境外收入高增长 2025 年 8 月 26 日│中国内地 建筑施工 风险提示:毛利率持续下降,海外业务波动较大,化工实业投资不及预期。 | 华泰研究 | | 中报点评 | 投资评级(维持): | 买入 | | --- | --- | --- | --- | --- | | 2025 年 8 月 | 26 日│中国内地 | 建筑施工 | 目标价(人民币): | 11.03 | 公司发布半年报:25H1 实现营收 907.22 亿元(yoy-0.35%),归母净利 31.02 亿元(yoy+9.26%),扣非净利 30.03 亿元(yoy-1.56%)。其中 Q2 实现营收 460.69 亿元(yoy+0.44%,qoq+3.17%),归母净利 16.57 亿元 (yoy+2.12%,qoq+14.67%),基本符合我们的预期(17.24 亿元)。公 司 7M25 累计新签订单 2248 亿元,同比+4.4%,我们认为海外石油化工投 资景气较好,国内煤化工持续扩产,公司经营稳中向好,25 年首次增加中 期分红积极回馈股东,分红比例 19.7%,维持 ...
中国化学(601117.SH)上半年净利润31.02亿元,同比增长9.26%
Ge Long Hui A P P· 2025-08-25 12:05
格隆汇8月25日丨中国化学(601117.SH)披露半年报,公司上半年实现营业收入904.22亿元,同比下降 0.21%;归属于上市公司股东的净利润31.02亿元,同比增长9.26%;基本每股收益0.51元。 ...
三维化学(002469):在手订单逐步确认,新项目稳步推进
Changjiang Securities· 2025-08-25 09:22
丨证券研究报告丨 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 公司研究丨点评报告丨三维化学(002469.SZ) [Table_Title] 在手订单逐步确认,新项目稳步推进 报告要点 [Table_Summary] 公司公布 2025 年半年度报告,2025 年上半年实现营业收入 12.49 亿元,同比增长 21.81%; 归母净利润 1.20 亿元,同比增长 42.54%;扣非归母净利润 1.20 亿元,同比增长 46.32%。其 中 2025 年第二季度实现营业收入 7.01 亿元,同比增长 38.48%,环比增长 28.02%;归母净利 润 0.69 亿元,同比增长 156.22%,环比增长 33.53%;扣非归母净利润 0.68 亿元,同比增长 165.78%,环比增长 32.64%。 分析师及联系人 [Table_Author] 魏凯 侯彦飞 SAC:S0490520080009 SAC:S0490521050002 SFC:BUT964 SFC:BVN517 1 三维化学(002469.SZ) cjzqdt11111 [Table_Title2] ...
中国化学工程股份有限公司关于召开2025年半年度业绩说明会的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-08-22 19:40
登录新浪财经APP 搜索【信披】查看更多考评等级 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示:● ● 会议召开时间:2025年8月26日(星期二)14:30-15:30 ● 会议召开地点:价值在线(www.ir-online.cn) ● 会议召开方式:网络互动方式 ● 会议问题征集:投资者可于2025年8月26日前访问网址 https://eseb.cn/1qG7vy5rZ6w或使用微信扫描下 方小程序码进行会前提问,公司将通过本次业绩说明会,在信息披露允许范围内就投资者普遍关注的问 题进行回答。 ■ 一、说明会类型 中国化学工程股份有限公司(以下简称"公司")将于2025年8月26日在上海证券交易所网站 (www.sse.com.cn)披露《中国化学2025年半年度报告全文》及《中国化学2025年半年度报告摘要》。 为便于广大投资者更加全面深入地了解公司经营业绩、发展战略等情况,公司定于2025年8月26日(星 期二)14:30-15:30在"价值在线"(www.ir-online.cn)举办中国化学工程股 ...
三维化学20250821
2025-08-21 15:05
三维化学 20250821 摘要 3D 化学上半年营收 12.48 亿元,同比增长 21.8%,扣非净利润约 1.2 亿元,同比增长 46%,工程端贡献较大,化工端略有下降。净现金流同 比下降 84%至 2000 多万元,因银行承兑汇票结算比例增加,但资产负 债率低于 18%,手持现金约 18 亿元,财务状况稳健,并计划中期分红 每股 0.1 元。 公司新签项目超 10 亿元,包括新疆煤化工设计和总包项目、齐鲁石化 鲁炼项目设计费等。潜在订单包括国能准东、国能哈密 EPC 及鲁甸详细 设计,公司重点跟踪国家能源主导的煤制油、煤制烯烃项目,以及山东 能源和陕煤等地方企业的煤化工项目。 化工板块中,淄博诺奥公司利润同比下降 20%至 7,000 多万元,主要 因单项产品表现平淡,但受益于丙醇价格上涨及成本控制,盈利能力仍 有保障。纤维素一期异辛酸项目正在推进,计划提升中试设备年产量至 七八百吨,并申请山东省重点研发项目。 催化剂业务主要生产耐流变换催化剂,上半年贡献四五百万利润及六七 千万营收,预计全年营收可达 2 亿左右,利润约 1,500 万,与硫磺回收 业务形成协同效应。 Q&A 3D 化学在硫磺回收领域的 ...
中国化学:2024年年度权益分派实施公告
Zheng Quan Ri Bao Zhi Sheng· 2025-08-15 13:43
证券日报网讯 8月15日晚间,中国化学发布公告称,2024年年度权益分派方案为A股每股现金红利0.186 元(含税),股权登记日为2025年8月21日,除权(息)日及现金红利发放日均为2025年8月22日。 (编辑 楚丽君) ...
7月24日晚间重要公告一览
Xi Niu Cai Jing· 2025-07-24 10:25
Group 1 - Leshan Electric achieved operating revenue of 1.623 billion yuan, a year-on-year increase of 1.94%, and a net profit of 7.9031 million yuan, a year-on-year decrease of 14.55% [1] - Zhimingda reported operating revenue of 295 million yuan, a year-on-year increase of 84.83%, and a net profit of 38.3 million yuan, a year-on-year increase of 2147.93% [2] - Dahu Co. reported operating revenue of 426 million yuan, a year-on-year decrease of 14.40%, and a net loss of 2.5716 million yuan, an improvement from a loss of 13.7824 million yuan in the same period last year [3] - Yubang Electric expects a net profit of 21.2 million to 25 million yuan, a year-on-year decrease of 35.47% to 45.28% [4] - Zhejiang Securities achieved operating revenue of 6.512 billion yuan, a year-on-year decrease of 18.60%, and a net profit of 1.149 billion yuan, a year-on-year increase of 46.54% [5] - Huashu Media reported operating revenue of 4.435 billion yuan, a year-on-year increase of 2.07%, and a net profit of 254 million yuan, a year-on-year increase of 4.63% [7] Group 2 - Sinopec reported oil and gas equivalent production of 262.81 million barrels, a year-on-year increase of 2%, and crude oil processing volume of 119.97 million tons, a year-on-year decrease of 5.3% [8] - Hengrui Medicine's subsidiary received approval for clinical trials of HRS8179, aimed at reducing brain edema after stroke [8] - Hengrui Medicine's subsidiary also received approval for clinical trials of HRS-1893, intended for treating heart failure with preserved ejection fraction [8] - Wanfu Co. announced a plan to reduce its stake by up to 2% through block trading [10] - Biological Co. received a warning letter from the Inner Mongolia Securities Regulatory Bureau for inaccuracies in financial reporting [11] - Zhujiang Co. reported a signed construction area of 47.1432 million square meters across 396 projects [13] Group 3 - Watson Bio received a patent for a peptide delivery system for RNA drugs [15] - Sanwei Chemical signed 31 new contracts worth 335 million yuan in the second quarter [17] - Shenzhou Cell's SCT640C injection received approval for clinical trials for rheumatoid arthritis [18] - Xinjiang Jiaojian reported new contracts worth 1.434 billion yuan in the second quarter [19] - Lais Information plans to use 550 million yuan of idle funds for cash management [21] - Zhongqi New Materials signed a mining rights transfer contract, increasing production capacity [22] Group 4 - Hengtong Optic-Electric won multiple marine energy projects worth 1.509 billion yuan [24] - China State Construction signed new contracts totaling 2.501 trillion yuan in the first half of the year [26] - David Medical's ventilator product registration application has been accepted [28] - Tianhai Defense's subsidiary signed a construction contract worth 16.224 million yuan [29] - Nantian Information plans to sign a procurement framework contract worth 58.27 million yuan with its controlling shareholder [31] - Baida Group announced a plan to reduce its stake by up to 3% [32] Group 5 - Jinli Permanent Magnet plans to issue $117.5 million in convertible bonds [34] - Haizheng Pharmaceutical's fumarate bedaquiline raw material drug application has been approved [36] - Huatai passed the advanced intelligent factory re-evaluation in Anhui Province [37] - Everbright Bank's shareholder increased its stake from 7.08% to 8% [40] - Supor reported total operating revenue of 11.478 billion yuan, a year-on-year increase of 4.68%, and a net profit of 940 million yuan, a year-on-year decrease of 0.07% [41] - Qianjin Pharmaceutical's subsidiaries received registration certificates for two drugs [42]
人工智能将重构化工研究范式
Zhong Guo Hua Gong Bao· 2025-07-23 12:00
Core Viewpoint - The integration of artificial intelligence and big data is essential for advancing the fundamental theories and engineering technologies in the chemical industry, particularly in the context of national goals like carbon neutrality [1][2] Group 1: Advances in Chemical Theory - The chemical industry faces a significant lack of fundamental physical property data necessary for theoretical development and engineering technology updates, necessitating a new paradigm for acquiring chemical properties through AI methods [1] - Experts emphasize the need to deeply integrate theoretical calculations with artificial intelligence, highlighting the importance of traceability and accuracy in chemical big data for future intelligent design [1] - There is a call to accelerate the acquisition of modern chemical foundational data, creating a comprehensive chemical big database based on various dimensions such as chemical industrial processes, experimental research, and literature data [1] Group 2: High-Quality Development in the Chemical Industry - The application of artificial intelligence raises higher demands for the reliability and standardization of industry data, pushing for a shift from experience-driven to data-driven chemical R&D [2] - It is crucial to develop clear and specific data element application scenarios to leverage collaborative advantages and promote data sharing and circulation, thereby unlocking the value of data elements [2] - Establishing a unified regulatory mechanism and a secure technical system is necessary to facilitate sustainable data development, alongside building an ecosystem for data providers, users, and service providers to achieve shared governance [2]
港股央企红利50ETF(520990)涨超2%,冲击三连阳!央企订单环比回暖
Jin Rong Jie· 2025-07-22 06:54
Group 1 - The overall performance of the Hong Kong stock market showed a "V" shape trend, with significant gains in high-speed rail, infrastructure, and hydropower concept stocks [1] - The Hong Kong Central State-Owned Enterprises Dividend ETF (520990) experienced a rise of over 2% in the afternoon session, closing up 1.80%, marking a potential three-day winning streak [1] - Major stocks such as China Communications Construction surged over 8%, while China Railway Construction and China CRRC increased by over 6%, and other companies like China National Offshore Oil and COSCO Shipping also saw gains of over 5% [1] Group 2 - According to Wind data, the Hong Kong Central State-Owned Enterprises Dividend ETF (520990) has seen net inflows for three consecutive trading days, accumulating over 400 million yuan in net inflows for the month [1] - Tianfeng Securities noted a recovery trend in the second-quarter orders of central state-owned enterprises, with China Railway's Q2 order growth rate at 20.08% year-on-year and China Nuclear Engineering's H1 order growth at 13.72% [1] - The positive order and funding indicators suggest an optimistic outlook for the acceleration of physical work volume in the near future [1]