8月29日，壶化股份大宗交易成交22万股，成交额498.74万元，占当日总成交额的5.17%，成交价22.67 元，较市场收盘价25.22元折价10.11%。 ...

Market Overview - On August 29, the chemical products sector rose by 0.89%, with Aipu Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] Top Gainers in Chemical Sector - Aipu Co., Ltd. (603020) closed at 10.87, up 10.02% with a trading volume of 402,700 shares and a turnover of 424 million yuan [1] - Jianye Co., Ltd. (603948) closed at 29.17, up 9.99% with a trading volume of 49,200 shares and a turnover of 144 million yuan [1] - AkzoNobel (603722) closed at 56.46, up 8.16% with a trading volume of 63,500 shares and a turnover of 347 million yuan [1] - JuHua Co., Ltd. (600160) closed at 38.69, up 6.88% with a trading volume of 792,300 shares and a turnover of 3.027 billion yuan [1] Top Losers in Chemical Sector - ST Quantai (300225) closed at 5.16, down 7.03% with a trading volume of 300,300 shares and a turnover of 159 million yuan [2] - Matsui Co., Ltd. (688157) closed at 40.36, down 6.57% with a trading volume of 55,000 shares and a turnover of 226 million yuan [2] - Kaimete Gas (002549) closed at 15.98, down 4.65% with a trading volume of 1,144,000 shares and a turnover of 1.873 billion yuan [2] Fund Flow Analysis - The chemical products sector experienced a net outflow of 1.219 billion yuan from institutional investors, while retail investors saw a net inflow of 701 million yuan [2] - The sector's overall fund flow indicates a mixed sentiment, with institutional selling and retail buying [2] Individual Stock Fund Flow - Sanmei Co., Ltd. (603379) had a net inflow of 90.6979 million yuan from institutional investors, while retail investors had a net outflow of 11.25% [3] - Newhan New Materials (301076) saw a net inflow of 90.5876 million yuan from institutional investors, with a retail net outflow of 8.07% [3] - Silicon Treasure Technology (300019) had a net inflow of 78.6861 million yuan from institutional investors, but retail investors experienced a net outflow of 5.19% [3]

建龙微纳公告，2025年上半年营业收入3.78亿元，同比增长0.33%。净利润4867.81万元，同比增长 4.91%。 ...

投资者关系活动记录表 编号：2025-002 投资者关系活动 类别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 其他（电话会议、券商策略会） 参与单位名称及 人员姓名 东吴证券、兴业证券、国泰海通、中信证券、长江证券、申万 宏源、新华养老保险、招商证券、西安江岳基金、中银国际、 湖南八零后资管、东兴基金、上海睿源私募、平安银行、上海 合道资管、诺昌投资、上海杭贵投资、华杉投资、上海五地私 募、东方证券、工银瑞信、汇丰基金、安信基金、中加基金、 明德资本、云禧投资、光合未来私募、银华基金等 时间 2025 年 8 月 27 日-8 月 29 日 地点 电话会议、券商策略会举办地 上市公司接待人 员姓名 董事会秘书兼财务总监 李婷 投资者关系活动 主要内容介绍 一、2025 年上半年经营情况概述： 2025 年上半年公司实现营业收入 5.10 亿元，同比增长 41.31%；归属于上市公司股东的净利润为 981.37 万元，同比 增长 169.28%。 2025 年以来，公司业绩实现扭亏为盈，核心驱动因素在 于主产品价格企稳回升与销量增长形成共振。公司通过优化产 品 ...

鹿山新材8月29日披露半年报，公司上半年实现营业收入7.41亿元，同比下降33.27%；归属于上市公司 股东的净利润1593.61万元，同比下降48.40%；基本每股收益0.15元/股。 ...

格隆汇8月29日丨润禾材料(300727.SZ)于投资者互动平台表示，截止目前，公司冷却液产品已量产并形 成销售，其相应产能可够满足现有客户需求。未来，公司将结合产品的客户需求与战略发展规划适时推 进产能建设规划。 ...

Group 1 - The cumulative tariff rate imposed by the US on Indian products has reached 50%, one of the highest rates faced by US trade partners, aimed at punishing India for purchasing Russian oil, leading to strained US-India relations [1] - Indian Foreign Minister S. Jaishankar stated that importing oil from Russia aligns with India's national interests and helps stabilize international oil prices, emphasizing India's commitment to independent decision-making in oil imports [3] - The high tariffs are expected to put over half of India's exports to the US at a competitive disadvantage compared to products from other countries, affecting multiple labor-intensive sectors such as textiles, leather goods, chemicals, handicrafts, carpets, and seafood [5] Group 2 - The Indian government has announced several policies to assist farmers and small business owners in coping with the impact of tariffs, including financial subsidies for affected exporters and encouragement to diversify export markets towards Latin America and the Middle East [6] - Despite the challenges in trade, there remains room for negotiation between the US and India, with five rounds of trade talks conducted without reaching an agreement, and the next round of negotiations postponed [8] - The strategic value of India has diminished since the Trump administration focused on economic development and manufacturing return, yet mutual interests in military cooperation and the Indo-Pacific strategy persist [8]

每日经济新闻 （责任编辑：董萍萍 ） 8月29日早盘，A股市场涨跌分化，中证石化产业指数震荡上行，盘中涨超1.6%，成分股方面，蓝 晓科技、巨化股份、新凤鸣等领涨。相关ETF方面，石化ETF（159731）跟随指数上行，现涨超1.8%， 领涨同类产品。 中国银河证券指出，供给端，近几年化工行业资本开支及在建产能增速趋于放缓，但预计存量产能 及在建产能仍需时间消化。需求端，下半年随政策刺激效果逐渐显现、终端产业回暖动能逐步转强，内 需潜力有望充分释放。看好下半年化工品的结构性机会及行业估值修复空间。 石化ETF（159731）及其联接基金（017855/017856）紧密跟踪中证石化产业指数，按照申万二级 行业来看，中证石化产业指数前三大行业分别为炼化及贸易（28.79%）、化学制品（22.8%）和农化制 品（19.45%），有望充分受益于反内卷、调结构和淘汰落后产能等政策。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.h ...

证券之星消息，8月28日，川恒股份（002895）融资买入4569.69万元，融资偿还4267.43万元，融资净买 入302.26万元，融资余额3.04亿元，近3个交易日已连续净买入累计6963.68万元，近20个交易日中有12 个交易日出现融资净买入。 融资融券余额3.05亿元，较昨日上涨1.01%。 | 交易日 | 两融余额(元) | 余额变动(元) | 变动幅度 | | --- | --- | --- | --- | | 2025-08-28 | 3.05亿 | 305.21万 | 1.01% | | 2025-08-27 | 3.02亿 | 4525.52万 | 17.65% | | 2025-08-26 | 2.56亿 | 2140.96万 | 9.11% | | 2025-08-25 | 2.35亿 | 1803.11万 | 8.31% | | 2025-08-22 | 2.17亿 | -297.63万 | -1.35% | | 交易日 | 融资净买入(元) | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | | 2025-08-28 | 302.26万 ...

Key Insights - The report highlights the significant growth in the nutritional products sector, with New Hope Liuhe (002001.SZ) achieving a revenue of 11.101 billion yuan, a year-on-year increase of 12.76%, and a net profit of 3.603 billion yuan, up 63.46% [10] - The report emphasizes the robust performance of the amino acid market, particularly methionine, with prices rising to 22,200 yuan per ton, reflecting a year-to-date increase of 12.98% [11] - The report notes the steady performance of the vitamin A and E segments, with revenue of 2.085 billion yuan and a net profit of 1.209 billion yuan, maintaining a net profit margin of 58% despite recent price declines [12] Company Analysis - New Hope Liuhe's nutritional products segment accounted for 64.86% of total revenue, with a gross margin of 47.79%, an increase of 11.93 percentage points year-on-year [10] - The company has expanded its methionine production capacity to 460,000 tons per year, positioning it as the third-largest producer globally [11] - The vitamin segment's revenue is expected to remain stable, with recent price adjustments indicating limited further declines [12] Industry Trends - The real estate sector is experiencing a downturn, with a 6.5% year-on-year decline in sales volume and a 4.0% decrease in sales area as of July 2025 [22] - The average price of new residential properties has decreased by 2.6% year-on-year, indicating ongoing pressure in the housing market [23] - Recent policy relaxations in major cities like Beijing and Shanghai are expected to provide some support to the real estate market, although the overall outlook remains cautious [24] Financial Performance - The report indicates that Beike-W (02423.HK) achieved a revenue of 26 billion yuan in Q2 2025, a year-on-year increase of 11%, although net profit declined by 32% [28] - Yuexiu Property (00123.HK) reported a revenue of 47.6 billion yuan, a 34.6% increase, but a net profit decline of 25.2% due to lower gross margins [31] - Zhou Dasheng (002867.SZ) experienced a 43.29% drop in revenue to 4.597 billion yuan, while net profit remained relatively stable, reflecting a 1.27% decline [32] Market Outlook - The report suggests that the non-bank financial sector is poised for growth, driven by a shift in deposit behaviors and increased demand for risk assets [25] - The overall market is in a recovery phase, with expectations of a gradual improvement in economic conditions and investment opportunities in various sectors [26] - The report maintains a positive outlook for companies with strong fundamentals and innovative product offerings, particularly in the nutritional and financial sectors [13][26]