证券代码：600426 证券简称：华鲁恒升 编号：临 2025-044 山东华鲁恒升化工股份有限公司 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个别及连带责任。 重要内容提示： ● 每股分配比例，每股转增比例：每股派发现金红利 0.25 元（含税），不转增股份。 ● 本次利润分配股本以实施权益分派股权登记日登记的总股本扣减公司回购专用 证券账户中股份为基数，具体日期将在权益分派实施公告中明确。 ● 在实施权益分派的股权登记日前公司总股本扣减公司回购专用账户的股份数量 发生变动，拟维持每股分配比例不变，相应调整分配总额，并将另行公告具体调整情 况。 ● 本次利润分配预案尚需提交公司股东大会审议通过后方可实施。 一、利润分配预案内容 截至本公告披露日，公司总股本为 2,123,219,998 股，扣除回购账户中的股份 税）,占公司当期合并报表中归属于上市公司股东的净利润的 33.76%。 截至本公告披露日,公司以现金为对价，采用集中竞价方式已实施的股份回购金额 元，占当期归属于上市公司股东净利润的比例 39.94%。 本次利润分配预案尚 ...

证券代码：600426 证券简称：华鲁恒升 编号：临 2025-042 山东华鲁恒升化工股份有限公司 第九届董事会第六次会议决议公告 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个别及连带责任。 山东华鲁恒升化工股份有限公司第九届董事会第六次会议于 2025 年 8 月 21 日在公司 会议室以现场加通讯方式举行，本次会议的召开通知已于 2025 年 8 月 11 日以通讯方式下 发，应参会董事 11 名，实际参会董事 11 名，其中：庄光山先生、吴非先生以视频方式参 会。会议召开符合《公司法》等相关法律法规的规定，会议形成的决议合法、有效。经与 会董事审议投票表决，通过了以下决议： 一、审议通过《关于公司 2025 年半年度报告的议案》。 表决结果：同意 11 票，反对 0 票，弃权 0 票。 此项议案事前已经公司董事会审计委员会表决同意：公司严格按照《公司章程》、《会 计法》和上市公司信息披露的有关规定进行了 2025 年半年度报告的编制，各项数据真实 地反映了公司财务状况和经营成果，各项分析客观地反映了公司的生产经营状况。202 ...

Core Insights - The company reported a total revenue of 1.47 billion yuan for the first half of 2025, with a net profit attributable to shareholders of 47.92 million yuan, marking a year-on-year increase of 16.97% [1] - The operating cash flow increased to 227 million yuan, reflecting a 53.47% year-on-year growth [1] Financial Performance - The latest debt-to-asset ratio stands at 54.12%, a decrease of 2.35 percentage points from the previous quarter and a decrease of 2.77 percentage points from the same period last year [3] - The gross profit margin is reported at 26.12%, up by 0.02 percentage points from the previous quarter and up by 2.51 percentage points year-on-year [3] - Return on equity (ROE) is at 1.94%, an increase of 0.26 percentage points compared to the same period last year [3] - The diluted earnings per share (EPS) is 0.10 yuan, reflecting an 18.16% year-on-year increase [3] - The total asset turnover ratio is 0.22 times, up by 4.08% year-on-year [3] - The inventory turnover ratio is reported at 2.75 times [3] Shareholder Structure - The number of shareholders is 22,400, with the top ten shareholders holding a total of 235 million shares, accounting for 48.73% of the total share capital [3] - The largest shareholder is Huang Guanhong, holding 19.37% of the shares [3]

Investment Rating - The investment rating for the company is "Buy" [1] Core Views - The company achieved a revenue of 1.112 billion yuan in the first half of 2025, representing a year-on-year increase of 3.87%, and a net profit attributable to shareholders of 276 million yuan, up 5.44% year-on-year [2] - The company reported a record high sales volume of 94,000 tons in Q2 2025, with stable production levels maintained since Q2 2024 [4] - The company is expanding its capacity with ongoing projects, including a 100,000-ton biomass silica project and a 30,200-ton thickener project, expected to be completed in 2025 [4] - The company maintains a gross margin of 36.67% and a net margin of 24.14% despite fluctuations in raw material prices, indicating strong competitive positioning [4] - The increasing penetration of new energy vehicles is expected to drive demand for green tire materials, with new energy vehicle sales accounting for 44.3% of total new car sales in the first half of 2025 [4] - Revenue projections for 2025-2027 are 2.426 billion yuan, 2.523 billion yuan, and 2.592 billion yuan, with net profits of 577 million yuan, 631 million yuan, and 675 million yuan respectively, reflecting growth rates of 10.4%, 4.0%, and 2.7% [4][5] Financial Summary - The company’s total revenue for 2023 was 1.81 billion yuan, with a projected growth rate of 3.7% [5] - The net profit attributable to the parent company for 2023 was 413 million yuan, with a year-on-year growth of 8.4% [5] - The projected diluted EPS for 2025 is 1.39 yuan, with a corresponding P/E ratio of 15.73x [5]

截至发稿，宝丰能源市值为1191亿元。 每经头条（nbdtoutiao）——核心产品净值仅剩7毛钱，昔日"公募一哥"任泽松怎么了？牛市踏空真相曝 光 每经AI快讯，宝丰能源（SH 600989，收盘价：16.24元）8月21日晚间发布公告称，公司第四届第十九 次董事会会议于2025年8月21日以通讯表决方式召开。会议审议了《关于公司2025年半年度报告及其摘 要的议案》等文件。 2024年1至12月份，宝丰能源的营业收入构成为：化工行业占比68.81%，焦化行业占比30.65%，其他业 务占比0.54%。 （记者 王晓波） ...

鲁西化工（SZ 000830，收盘价：12.98元）8月21日晚间发布公告称，公司第九届第十一次董事会会议 于2025年8月21日在公司会议室以现场会议方式召开。会议审议了《关于2025年度安全绩效激励预算的 议案》等文件。 （文章来源：每日经济新闻） 2025年1至6月份，鲁西化工的营业收入构成为：化工行业占比66.07%，基础化工行业占比20.11%，化 肥行业占比12.06%，其他行业占比1.76%。 ...

Market Overview - The market experienced fluctuations with mixed performance across the three major indices, where digital currency stocks surged collectively, oil and gas stocks showed active performance, and bank stocks strengthened against the trend [1] - High-priced stocks underwent collective adjustments, while ETFs related to chemicals and agriculture rose nearly 2% [1] ETF Performance - Chemical industry ETF rose by 1.99% to 0.82 [2] - Agricultural 50 ETF increased by 1.78% to 0.799 [2] - Other notable ETFs include the Petrochemical ETF at 1.74% and the Agricultural ETF at 1.69% [2] Livestock Industry Insights - Most listed livestock companies are currently at historical low market values per head, with significant potential for growth towards historical averages, indicating long-term investment value [3] - The demand for high-end magnetic materials is rapidly increasing due to policies promoting "carbon neutrality," alongside a recovery in traditional manufacturing and the acceleration of humanoid robots, which injects growth momentum into rare earth demand [5] Declining Sectors - New energy and rare earth-related ETFs experienced a decline of approximately 2% [3] - Specific ETFs such as the New Energy ETF and Rare Earth ETFs saw decreases of 2.08% and 1.97% respectively [4]

（文章来源：每日经济新闻） 杭华股份（SH 688571，收盘价：9.07元）8月20日晚间发布公告称，公司第四届第十三次董事会会议于 2025年8月20日在公司董事会会议室召开。会议审议了《关于2025年半年度报告及其摘要的议案》等文 件。 2024年1至12月份，杭华股份的营业收入构成为：化工行业占比98.55%，其他业务占比1.45%。 ...

Group 1 - The company Yaxing Chemical (SH 600319) announced that approximately 72.12 million restricted shares will be unlocked and listed for trading on August 25, 2025, representing 18.6% of the total share capital [2] - For the year 2024, the company's revenue composition is entirely from the chemical industry, with a 100.0% share [2]

每经头条（nbdtoutiao）——热浪"烤"验全球，近10年我国年平均高温日数增多25%！高温对经济的搅动 作用越发强烈，国家气候中心六位专家详解高温经济学 （记者 王晓波） 每经AI快讯，博苑股份（SZ 301617，收盘价：40.98元）8月19日晚间发布公告称，公司第二届第十次 董事会会议于2025年8月18日通过"现场+通讯"的方式召开。会议审议了《关于公司<2025年半年度报告 >全文及其摘要的议案》等文件。 2024年1至12月份，博苑股份的营业收入构成为：化工行业占比100.0%。 截至发稿，博苑股份市值为55亿元。 ...