564只股公布截至8月31日最新股东户数，相比上期股东户数下降的有310只，降幅居前的是博苑股份、 亚联机械、飞龙股份等。 投资者除了在定期报告中获得股东信息数据外，还可以在交易所互动平台上通过提问方式了解部分公司 更及时（每月10日、20日、月末）的股东户数信息。以往3期分别有761家、888家、1135家公司在互动 平台透露了股东户数，截至发稿，共有564家公司公布了截至8月31日股东户数。 上期筹码集中股回测：21%跑赢沪指 证券时报·数据宝对上一期(8月20日)筹码集中股监测显示，这些股8月11日以来平均下跌0.87%，走势弱 于同期沪指表现（上涨3.60%），其中，21%的筹码集中股相对大盘获超额收益。 上期股东户数降逾一成个股中，安培龙涨幅最高，8月11日以来累计上涨35.37%，涨幅居前的还有奕东 电子、江顺科技等。 48股最新股东户数降逾一成 证券时报·数据宝统计显示，共有564只个股公布了8月31日股东户数，与上期（8月20日）相比，股东户 数下降的有310只。其中股东户数降幅超一成的有48只。 | 代码 | 简称 | 最新股东户数 | 较上期增减（%） | 筹码集中以来涨跌（%） | 行业 ...

下一步，省工业和信息化厅和省化工专项行动办将以此次活动为契机，扎实抓好系列学习教育主题教育常态化长效化，积极 探索红色党建引领工业经济绿色低碳高质量发展的方法路径，努力为中国式现代化山东实践作出积极贡献。 通讯员 朱晓真 刘镇硕 张健 近日，省工业和信息化厅人事处、省化专办综合协调组赴菏泽、济宁、东营、滨州开展化工专项行动专题调研，深入企业座 谈化工行业经济运行情况，与有关市县两级工信局、化专办6个党支部开展"三级联动抓党建 多轮驱动稳增长"主题党日活动。 调研组深入东明石化烯烃新材料项目施工现场察看项目建设推进情况，来到园区扩区搬迁村庄安置房建设现场了解搬迁群众 安置工作进度，又先后到恒信集团、华泰集团、亿科化学有限责任公司，听取企业生产经营、发展规划和相关产业链推进等 情况，宣贯省委、省政府多轮驱动稳定工业经济"头号工程"稳进提质的"一揽子"政策措施，切实为企业发展搭好台、服好 务。 活动期间，参加三级联动共建党支部党员在邹城廉政教育基地开展"沉浸式"廉政教育，通过全息影像、互动屏幕、AR增强现 实等科技手段，深入学习儒家廉政思想、中国廉政的历史积淀、中国共产党的廉政历程等内容；在"北海之窗"招商馆和鲲鹏 ...

机构专用席位卖出额排名：中简科技(995.2万元)、银之杰(247.5万元)、中际旭创(221.48万元)。 成交价方面，共10只股票平价成交，5只股票溢价成交，43只股票折价成交；掌趣科技、四川九洲、光 迅科技溢价率居前，溢价率依次为18.18%、11.29%、9.57%；太湖远大、远信工业、昆仑万维折价率居 前，折价率依次为29.96%、23.97%、22.25%。 机构专用席位买入额排名：奥瑞金(3.34亿元)、新媒股份(4856万元)、中际联合(1809.5万元)、阿特斯 (1428万元)、曼卡龙(1321.32万元)、城发环境(1180.8万元)、瑞泰新材(1029.24万元)、海亮股份(795.2万 元)、巴兰仕(587.85万元)、福斯特(493.5万元)、弘业期货(419.6万元)、信安世纪(402.3万元)、三人行 (400.44万元)、晓鸣股份(331.8万元)、西域旅游(299.91万元)、盟固利(229.98万元)、欧晶科技(210.12万 元)、御银股份(202.42万元)、易瑞生物(200.79万元)、力鼎光电(200.72万元)、晨曦航空(200.48万元)。 今日(9月4日)A ...

中基协：资管产品总规模达75.38万亿元 中基协披露，截至2025年二季度末，基金管理公司及其子公司、证券公司及其子公司、期货公司及其资 管子公司、私募基金管理机构资产管理产品总规模达75.38万亿元，其中，公募基金规模34.39万亿元， 证券公司及其子公司私募资产管理产品规模6.14万亿元，基金管理公司及其子公司私募资产管理产品规 模5.58万亿元，基金管理公司管理的养老金规模6.3万亿元，期货公司及其资管子公司私募资产管理产品 规模0.36万亿元，私募基金规模20.6万亿元，资产支持专项计划（ABS）规模2.13万亿元。 今年以来私募市场合计备案股票策略产品5173只 同比大增91.31% 机构最新数据显示，截至8月31日，今年以来私募市场合计备案私募证券产品7907只，同比增长 82.19%。其中，今年以来私募市场合计备案股票策略产品5173只，较2024年同期的增幅高达91.31%； 同期量化产品备案3584只，同比增长100.34%。业内人士表示，下半年以来，市场结构性机会较多，近 几个月私募市场在募资端的人气持续高企。 (中证报) 《电子信息制造业2025－2026年稳增长行动方案》印发 工业和信 ...

智通财经APP讯，卫星化学(002648.SZ)公告，公司按照年度计划决定对全资子公司连云港石化有限公司 2套聚乙烯装置、1套环氧乙烷/乙二醇装置及配套原料装置进行例行检修，以上装置于2022年8月投产并 连续运行至今，达到行业检修周期，检修期限预计45天。 ...

Core Insights - The sulfuric acid production in Shandong Province for April 2025 reached 733,000 tons, representing a year-on-year increase of 49.8% and a growth rate that is 54.3 percentage points higher than the same period last year [1] - For the first four months of 2025, the total sulfuric acid production in Shandong Province was 2.846 million tons, with a year-on-year growth of 36.5%, which is 32.3 percentage points higher than the previous year [1] Monthly Production Analysis - In April 2025, Shandong's sulfuric acid production accounted for 8.0% of the national total of 9.22 million tons [1] - The cumulative sulfuric acid production from January to April 2025 represented 7.8% of the national total of 36.512 million tons [1] Growth Comparison - The growth rate of sulfuric acid production in Shandong Province for April 2025 was 40.8 percentage points higher than the national average [1] - The growth rate for the first four months of 2025 was 31.3 percentage points higher than the national average [1]

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company reported a recovery in Q2 performance, driven by the continuous growth of new materials [5][6] - In H1 2025, the company achieved total revenue of 1.87 billion yuan, a year-on-year decrease of 4.42%, while the net profit attributable to shareholders was 218 million yuan, an increase of 1.35% year-on-year [5][6] - The company is focusing on capacity expansion and industry collaboration, with significant progress in projects related to photoresists, semiconductors, and OLED materials [7][8] Financial Performance Summary - In Q2 2025, the company achieved total revenue of 1.01 billion yuan, a year-on-year decrease of 0.95% but a quarter-on-quarter increase of 17.12% [5] - The revenue breakdown shows functional materials, life sciences and pharmaceuticals, and other businesses generating revenues of 1.47 billion, 376 million, and 2.5 million yuan respectively, with year-on-year changes of -9.55%, +20.80%, and +19.20% [5] - The gross margin for the functional materials segment was 38.68%, down 1.99% year-on-year, while the life sciences segment saw a gross margin of 38.56%, up 1.36% year-on-year [6] Future Outlook - The company expects net profits attributable to shareholders for 2025, 2026, and 2027 to be 375 million, 499 million, and 514 million yuan respectively, with corresponding P/E ratios of 31, 23, and 23 times [9]

证券之星消息，宇新股份(002986)09月04日在投资者关系平台上答复投资者关心的问题。 投资者提问：董秘你好，惠州博科环保新材料有限公司3万吨/年柴油抗磨剂项目大概能给公司带来多少 利润？ 宇新股份回复：尊敬的投资者您好，公司3万吨/年柴油抗磨剂尚在建设中，项目整体达产后预计可实现 的利润具体数据需以公司后续披露公告为准。感谢您对公司的关注。 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。 ...

Industry Overview Upstream - International crude oil prices are fluctuating at a low level, and PTA prices are falling [2] Midstream - PX operating rate is increasing, and coal consumption of power plants is decreasing [3] Downstream - The sales of commercial housing in second - and third - tier cities are picking up, and the number of international flights is declining [4] Zhongguan Event Overview Production Industry - In the first half of 2025, BYD led in terms of revenue and net profit among listed car companies, while GAC Group's data were at the bottom and it turned from profit to loss. Many car companies saw revenue growth, with BYD and Geely hitting record highs, but only BYD maintained profit growth, and its automotive gross margin dropped by two percentage points [1] - The Ministry of Commerce ruled that US optical fiber producers and exporters circumvented anti - dumping measures on non - dispersion - shifted single - mode optical fibers from the US by changing trade patterns [1] Service Industry - The joint working group of the Ministry of Finance and the People's Bank of China held a meeting, affirming the achievements since its establishment last year and discussing topics such as financial market operation, government bond issuance management, etc. They believe that the coordinated efforts of fiscal and monetary policies provide support for the economy [1] Key Industry Price Indicators | Industry Name | Indicator Name | Frequency | Unit | Update Time | Value | YoY | | --- | --- | --- | --- | --- | --- | --- | | Agriculture | Spot price: Corn | Daily | Yuan/ton | 9/3 | 2302.9 | 0.00% | | | Spot price: Eggs | Daily | Yuan/kg | 9/3 | | | | | Spot price: Palm oil | Daily | Yuan/ton | 9/3 | 9492.0 | - 0.77% | | | Spot price: Cotton | Daily | Yuan/ton | 9/3 | 15460.2 | 0.82% | | | Average wholesale price: Pork | Daily | Yuan/kg | 9/3 | 20.0 | 0.60% | | | Spot price: Copper | Daily | Yuan/ton | 9/3 | 80360.0 | 0.97% | | | Spot price: Zinc | Daily | Yuan/ton | 9/3 | 22220.0 | - 0.20% | | Non - ferrous metals | Spot price: Aluminum | Daily | Yuan/ton | 9/3 | 20743.3 | - 0.22% | | | Spot price: Nickel | Daily | Yuan/ton | 9/3 | 123333.3 | 1.12% | | | Spot price: Aluminum | Daily | Yuan/ton | 9/3 | 16825.0 | - 0.07% | | | Spot price: Rebar | Daily | Yuan/ton | 9/3 | 3154.5 | - 2.67% | | Ferrous metals | Spot price: Iron ore | Daily | Yuan/ton | 9/3 | 782.3 | - 0.92% | | | Spot price: Wire rod | Daily | Yuan/ton | 9/3 | 3322.5 | - 1.99% | | | Spot price: Glass | Daily | Yuan/square meter | 9/3 | 13.9 | 0.00% | | Non - metals | Spot price: Natural rubber | Daily | Yuan/ton | 9/3 | 15050.0 | 0.95% | | | China Plastics City price index | Daily | - | 9/3 | 802.4 | - 0.18% | | Energy | Spot price: WTI crude oil | Daily | US dollars/barrel | 9/3 | 65.6 | 3.70% | | | Spot price: Brent crude oil | Daily | US dollars/barrel | 9/3 | 69.1 | 2.86% | | | Spot price: Liquefied natural gas | Daily | Yuan/ton | 9/3 | 3892.0 | - 1.32% | | | Coal price: Coal | Daily | Yuan/ton | 9/3 | 782.0 | - 0.13% | | Chemical industry | Spot price: PTA | Daily | Yuan/ton | 9/3 | 4749.5 | - 3.34% | | | Spot price: Polyethylene | Daily | Yuan/ton | 9/3 | 7425.0 | - 0.36% | | | Spot price: Urea | Daily | Yuan/ton | 9/3 | 1712.5 | 0.29% | | | Spot price: Soda ash | Daily | Yuan/ton | 9/3 | 1262.5 | - 2.13% | | Real estate | Cement price index: National | Daily | - | 9/3 | 129.3 | - 0.55% | | | Building materials composite index | Daily | Points | 9/3 | 113.1 | - 1.53% | | | Concrete price index: National index | Daily | Points | 9/3 | 92.9 | - 0.14% | [38]

Group 1 - The core viewpoint of the article emphasizes the proactive measures taken by the Market Regulation Administration (National Standardization Administration) to support the high-quality development of the manufacturing industry through the establishment of national standards [1][2] - In 2023, over 600 national standards have been released, significantly aiding the transformation and upgrading of the manufacturing sector towards high-end, green, and intelligent development [1][2] - Specific standards have been introduced in key areas such as high-end basic components, electric vehicles, and special processing machine tools, which enhance the industry's value and technological content [1] Group 2 - In the green transformation aspect, national standards have been published focusing on energy consumption efficiency, pollutant emissions, green product evaluation, and resource recycling, promoting the large-scale application of green technologies [2] - The implementation of the national standard for carbon dioxide recovery and disposal in metallurgical lime kilns has facilitated the research and industrial application of carbon capture technology, enabling steel companies to reduce carbon dioxide emissions by 140 kilograms per ton of steel [2] - For the intelligent transformation, standards related to artificial intelligence and industrial internet have been developed, improving the digital and intelligent development levels of the manufacturing industry [2] Group 3 - The Market Regulation Administration plans to continue advancing related work by focusing on key areas and weak links in manufacturing transformation, aiming to revise and establish over 4,000 national standards in fields such as artificial intelligence, IoT, and new materials [3] - There will be an emphasis on monitoring the implementation of standards in key sectors and industries, ensuring that the effectiveness of these standards is fully realized through collaboration with policies in industry, finance, and taxation [3]