截至10月23日收盘，煤化工概念上涨1.49%，位居概念板块涨幅第10，板块内，79股上涨，陕西黑猫、 山西焦化、云煤能源等涨停，中核科技、恒力石化、航天动力等涨幅居前，分别上涨6.35%、5.83%、 5.09%。跌幅居前的有贝肯能源、维尔利、华谊集团等，分别下跌2.74%、2.43%、2.36%。 | 600256 | 广汇能 | 1.13 | 1.80 | 8155.50 | 13.33 | | --- | --- | --- | --- | --- | --- | | | 源 | | | | | | 300080 | 易成新 | 0.18 | 5.75 | 6845.1 1 | 11.42 | | | 能 | | | | | | 000777 | 中核科 | 6.35 | 9.45 | 6264.73 | 8.27 | | | 技 | | | | | | 600123 | 兰花科 创 | 3.36 | 5.89 | 5875.75 | 9.61 | | 601898 | 中煤能 源 | 1.22 | 0.52 | 5369.38 | 8.45 | | 601 117 | 中国化 学 | 1.32 | ...

宝丰能源今年以来股价涨7.06%，近5个交易日涨0.93%，近20日涨2.92%，近60日涨6.93%。 资料显示，宁夏宝丰能源集团股份有限公司位于宁夏银川市宁东能源化工基地宝丰循环经济工业园区， 成立日期2005年11月2日，上市日期2019年5月16日，公司主营业务涉及煤制烯烃。主营业务收入构成 为：主要产品85.00%，其他产品14.96%，租赁收入0.04%。 10月23日，宝丰能源盘中上涨2.01%，截至14:14，报17.29元/股，成交5.83亿元，换手率0.47%，总市值 1267.94亿元。 资金流向方面，主力资金净流入457.03万元，特大单买入5772.74万元，占比9.90%，卖出5063.01万元， 占比8.69%；大单买入1.49亿元，占比25.49%，卖出1.51亿元，占比25.93%。 机构持仓方面，截止2025年6月30日，宝丰能源十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股2.02亿股，相比上期增加2225.50万股。华泰柏瑞沪深300ETF（510300）位居第七大流通 股东，持股3921.27万股，相比上期增加323.94万股。易方达沪深300ETF（ ...

截至6月30日，鲁西化工股东户数10.10万，较上期增加9.83%；人均流通股18860股，较上期减少 8.95%。2025年1月-6月，鲁西化工实现营业收入147.39亿元，同比增长4.98%；归母净利润7.63亿元，同 比减少34.81%。 分红方面，鲁西化工A股上市后累计派现98.85亿元。近三年，累计派现21.67亿元。 资金流向方面，主力资金净流出387.96万元，特大单买入532.96万元，占比3.03%，卖出1248.94万元， 占比7.09%；大单买入3302.72万元，占比18.76%，卖出2974.70万元，占比16.89%。 鲁西化工今年以来股价涨16.40%，近5个交易日涨2.56%，近20日跌6.18%，近60日涨10.74%。 资料显示，鲁西化工集团股份有限公司位于山东聊城高新技术产业开发区化工新材料产业园，成立日期 1998年6月11日，上市日期1998年8月7日，公司主营业务涉及化工新材料、基础化工及其他业务。主营 业务收入构成为：化工新材料产品66.07%，基础化工产品20.11%，化肥产品12.06%，其他产品1.76%。 鲁西化工所属申万行业为：基础化工-化学原料-煤化工 ...

截至发稿，德固特市值为51亿元。 每经AI快讯，德固特（SZ 300950，收盘价：33.75元）10月22日晚间发布公告称，公司第五届第十一次 董事会会议于2025年10月22日在公司会议室召开。会议审议了《关于公司2025年第三季度报告的议案》 等文件。 每经头条（nbdtoutiao）——四次登上央视，知名大佬"消失"5年，我们在水果仓库找到了他！从月薪 5000到千亿市值公司联席总裁，他45岁再创业 2025年1至6月份，德固特的营业收入构成为：石油化工行业占比50.31%，煤化工行业占比40.32%，其 他行业占比8.59%，其他业务占比0.78%。 （记者 王晓波） ...

【烯烃-聚烯烃】 丙烯期货主力合约日内震荡上行,收复5日均线。企业库存可控,报盘暂稳为主,个别价格小涨。下游跟进尚 可,交投区间维稳。 塑料和聚丙烯期货主力合约日内震荡上行收涨。聚乙烯方面，市场观望气氛较浓，多等待消息面指引。而成本 支撑松动,供应端有一定压力,市场多小幅让利出货。聚丙烯方面,上游检修企业增多,供应端压力减缓，但 是旺季需求提升有限,叠加库存高位去化缓慢,现货报盘部分继续下滑,后期聚丙烯供需矛盾或将进一步增 加,价格或长时间处于偏低水平。 【纯苯-苯乙烯】 油价反弹,化工板块整体回升,纯苯期价收于5500元/吨以上;华东现货价格反弹,山东低位成交转好。周内开 工回落,货源流向华东,港口库存回升,原料偏弱导致行业估值反弹。统苯利空释放,短期油价止跌提供反弹 动力,中期进口量偏高依旧是主要压力,关注港口累库节奏,月差反套为主。 | Mile | 国技期货 | | | 化工日报 | | --- | --- | --- | --- | --- | | | | 操作评级 | | 2025年10月22日 | | 丙烯 | ★☆☆ | 聚丙烯 | ★☆☆ | 庞春艳 首席分析师 | | 租料 | ★☆☆ | ...

光大期货煤化工商品日报 光大期货煤化工商品日报（2025 年 10 月 22 日） 一、研究观点 | 品种 | 点评 | 观点 | | --- | --- | --- | | 尿素 | 周二尿素期货价格坚挺震荡，主力01合约收盘价1609元/吨，微幅上涨0.12%。现货 | 震荡 | | | 市场弱势震荡，昨日山东、河南地区市场价格均为1540元/吨，日环比均继续下跌10 | | | | 元/吨。基本面来看，尿素供应阶段性低位波动，行业日产量昨日18.35万吨，日环比 | | | | 增0.1万吨。需求跟进局部有所好转，但不同地区之间分化明显。昨日华东地区产销 | | | | 增至130%以上，其余地区产销多在60%-80%区间，个别地区仍不足10%。整体来看 | | | | ，尿素基本面未有实质性好转，但市场关于出口等方面消息扰动不断，后续需要等 | | | | 待官方验证。预计盘面仍维持宽幅震荡趋势，关注中下游低价采购力度、印标最终 | | | | 结果、出口政策动态及本周库存数据。 | | | | 周二纯碱期货价格延续震荡格局，主力01合约收盘价1210元/吨，跌幅1.47%。现货 市场报价多数稳定，贸 ...

Group 1: Dongshan Precision - Dongshan Precision reported a revenue of 27.071 billion yuan for the first three quarters, a year-on-year increase of 2.28% [1] - The net profit attributable to shareholders for the same period was 1.223 billion yuan, up 14.61% year-on-year [1] - In Q3, the company achieved a revenue of 10.115 billion yuan, a 2.82% increase year-on-year, but the net profit decreased by 8.19% to 465 million yuan [1] Group 2: Zhejiang Huayuan - Zhejiang Huayuan's revenue for the first three quarters reached 541 million yuan, reflecting an 18.64% year-on-year growth [1] - The net profit attributable to shareholders was 78.9528 million yuan, up 29.30% year-on-year [1] - In Q3, the revenue was 197 million yuan, a 16.72% increase, while the net profit grew by 6.05% to 20.5973 million yuan [1] Group 3: Yingboer - Yingboer reported a revenue of 2.358 billion yuan for the first three quarters, a significant increase of 46.70% year-on-year [2] - The net profit attributable to shareholders surged by 191.18% to 149 million yuan [2] - In Q3, the revenue was 989 million yuan, up 69.40%, and the net profit skyrocketed by 580.62% to 112 million yuan [2] Group 4: Yichang Technology - Yichang Technology's revenue for the first three quarters was 2.106 billion yuan, a 14.30% increase year-on-year [3] - The net profit attributable to shareholders fell by 46.84% to 38.0785 million yuan [3] - In Q3, the revenue was 715 million yuan, up 11.13%, while the net profit increased by 193.37% to 3.6538 million yuan [3] Group 5: Stanley - Stanley reported a revenue of 9.290 billion yuan for the first three quarters, a year-on-year increase of 17.91% [4] - The net profit attributable to shareholders was 815 million yuan, reflecting a 22.71% growth [4] - In Q3, the revenue reached 2.899 billion yuan, up 31.41%, and the net profit increased by 35.36% to 208 million yuan [4] Group 6: Wen's Shares - Wen's Shares reported a revenue of 75.788 billion yuan for the first three quarters, a slight decline of 0.03% year-on-year [6] - The net profit attributable to shareholders decreased by 18.29% to 5.256 billion yuan [6] - In Q3, the revenue was 25.937 billion yuan, down 9.76%, and the net profit fell sharply by 65.02% to 1.781 billion yuan [6] Group 7: China XD Electric - China XD Electric achieved a revenue of 16.959 billion yuan for the first three quarters, a year-on-year increase of 11.85% [7] - The net profit attributable to shareholders was 939 million yuan, up 19.29% [7] - In Q3, the revenue was 5.658 billion yuan, reflecting a 15.98% increase, while the net profit grew by 1.78% to 340 million yuan [7] Group 8: Huayi Group - Huayi Group reported a revenue of 35.708 billion yuan for the first three quarters, a decline of 5.02% year-on-year [8] - The net profit attributable to shareholders fell by 42.68% to 395 million yuan [8] - In Q3, the revenue was 11.708 billion yuan, down 9.75%, and the company reported a net loss of 92.7736 million yuan [8] Group 9: Zhiwei Intelligent - Zhiwei Intelligent's revenue for the first three quarters was 2.973 billion yuan, a 6.89% increase year-on-year [9] - The net profit attributable to shareholders rose by 59.3% to 131 million yuan [9] - In Q3, the revenue was 1.026 billion yuan, up 6.08%, and the net profit increased by 13.67% to 29.2356 million yuan [9] Group 10: Shiyi Da - Shiyi Da reported a revenue of 485 million yuan for the first three quarters, reflecting a 7.26% year-on-year growth [10] - The net profit attributable to shareholders was 30.3088 million yuan, up 12.37% [10] - In Q3, the revenue reached 176 million yuan, a 29.81% increase, while the net profit surged by 471.34% to 14.8444 million yuan [10] Group 11: Poly Developments - Poly Developments reported a revenue of 173.722 billion yuan for the first three quarters, a decline of 4.95% year-on-year [13] - The net profit attributable to shareholders fell by 75.31% to 1.929 billion yuan [13] - In Q3, the revenue was 56.865 billion yuan, up 30.65%, but the company reported a net loss of 782 million yuan [13] Group 12: Huadong Medicine - Huadong Medicine's subsidiary received FDA approval for clinical trials of DR10624 injection targeting severe hypertriglyceridemia [14] - DR10624 is a globally first-of-its-kind long-acting tri-specific agonist [14] Group 13: Lihua Microelectronics - Lihua Microelectronics announced a plan to reduce its shareholding by up to 3% due to operational needs [16] - The reduction will occur through centralized bidding and block trading from November 13, 2025, to February 12, 2026 [16] Group 14: Greebo - Greebo secured a significant order worth 60 million USD from a leading US home improvement retailer for lithium outdoor power equipment [17] - The order is expected to be delivered by the end of January 2026 [17] Group 15: ST Jingfeng - ST Jingfeng's stock will be subject to delisting risk warning due to the court's acceptance of creditor restructuring application [20] - The stock will resume trading on October 23, 2025, under the name "*ST Jingfeng" [20] Group 16: Yinxin Development - Yinxin Development plans to acquire 81.81% of Guangdong Changxing Semiconductor Technology Co., Ltd. [22] - The acquisition is expected to result in Yinxin Development gaining control over Changxing Semiconductor [22]

中化新网讯 近日，全国煤化工行业首套挥发性有机物(VOCs)火炬气回收装置在新疆新业能源化工有限 责任公司(以下简称新业能化)投运并稳定运行。该装置通过资源化利用以往直接焚烧排放的可燃气体， 每年可减排污染物140余吨，同时副产蒸汽12万吨。 新业能化生产运行部部长贾光胜介绍，项目自2024年11月启动设计研究以来，历经技术论证、工艺选型 与工程建设，于今年9月17日进入试运行阶段。目前装置运行平稳，监测数据显示，非甲烷总烃排放浓 度稳定控制在每立方米20毫克以下，优于国家排放标准。 该项目带来了多重效益。据该公司安全总监党燕青透露，在生态效益方面，项目年减排污染物超过140 吨;经济效益方面，通过余热利用副产蒸汽，年创效约600万元，相当于节约1.15万吨标准煤，并实现二 氧化碳减排3万吨;社会效益方面，有效削减了区域VOCs排放总量，对改善"乌—昌—石"区域环境空气 质量具有积极意义，为煤化工行业挥发性有机物治理提供了可复制、可推广的案例。 面对这一行业共性难题，新业能化于2025年投资4000万元，启动火炬气回收治理设施改造项目。项目采 用创新工艺，新建了一套5000立方米气柜用于收集储存火炬气，并配套 ...

本次活动，五省区市场监管局共同签署合作备忘录，正式启动"晋蒙新陕宁煤化工产业链跨区域质量强 链联动项目"。同步还成立了跨区域煤化工质量技术创新联合体、跨区域智库等重要协作机制。 此次活动聚焦"质量协同、区域联动"，汇聚山西、内蒙古、新疆、陕西、宁夏五省(区)市场监管部门负 责人，山西省工信厅、科技厅、国资委、能源局和民营经济局，科研机构及龙头企业代表等，共同启动 煤化工产业链跨区域质量强链联动项目，为煤化工产业高质量发展注入新动能。 本次交流活动构建了晋蒙新陕宁煤化工质量协同发展新机制，为推进跨区域质量强链工作、服务煤化工 产业高质量发展奠定了坚实基础。(完)【编辑:曹子健】 山西省市场监管局党组书记、局长张广勇在致辞中表示，山西作为国家重要能源基地，持续改革攻坚， 着力打造晋东、晋中、晋北三大煤化工产业集群，探索形成传统煤化工、现代煤化工、焦化副产物加工 三大发展路径，合成氨、尿素、甲醇等产能位居全国前列，下一步将以此次活动为契机，充分发挥五省 区煤化工产能优势，强化计量、标准、检验检测等要素协同，努力构建质量提升新生态。内蒙古、新 疆、陕西、宁夏四省区代表围绕产业链质量基础建设、区域协同机制等议题展开交流 ...

Core Insights - The third DMTE technology seminar focused on the latest research and industrial application prospects of DMTE technology in the coal chemical industry [1][2] - The seminar highlighted the collaboration between Beijing Petroleum Engineering Co., Ltd. and Yanchang Zhongke (Dalian) Energy Technology Co., Ltd. in showcasing the development of DMTE technology from a 100,000 tons/year coal-based ethanol project to a 600,000 tons/year ethanol joint facility [1][2] Industry Developments - DMTE technology addresses traditional coal chemical industry challenges such as high carbon emissions and low added value, enabling efficient conversion of syngas to ethanol [1] - The seminar featured presentations on the construction and operational experiences of a 600,000 tons/year ethanol facility by Anhui Carbon Xin Technology and a comprehensive review of a 250,000 tons/year ethanol project by Xinjiang Tianye Group [2] - The application case of Yulin Coal Chemical DMTE technology demonstrated its stability and economic viability under different raw material conditions [2] Technological Advancements - Innovations in equipment manufacturing were discussed, including large reactor designs and efficient coiled tube heat exchangers for syngas to ethanol facilities [2] - The seminar emphasized the ongoing development of the DMTE technology system and the commitment to promote more industrial projects to support China's energy structure transformation and carbon neutrality goals [2] Future Outlook - Experts believe that as DMTE technology matures and is widely adopted, coal-based ethanol will play a more significant role in clean fuels and chemical raw materials, providing new solutions for energy transition in China and globally [2]