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股市必读:国际实业一季报 - 第一季度单季净利润同比增4.83%
Sou Hu Cai Jing· 2025-04-27 21:55
近日,国际实业披露了最新的股东户数变动情况。截至2025年4月20日,公司股东户数为3.92万户,较4 月10日减少了148户,减幅为0.38%。户均持股数量保持在1.22万股,户均持股市值为6.2万元。 业绩披露要点 截至2025年4月25日收盘,国际实业(000159)报收于5.29元,上涨2.32%,换手率3.1%,成交量14.9万 手,成交额7795.19万元。 当日关注点 交易信息汇总 4月25日,国际实业的资金流向情况如下:主力资金净流出482.71万元;游资资金净流入535.34万元;散 户资金净流出52.63万元。 股本股东变化 交易信息汇总:4月25日主力资金净流出482.71万元,而游资资金净流入535.34万元。 股本股东变化:截至2025年4月20日,国际实业股东户数为3.92万户,较4月10日减少148户,减幅 为0.38%。 业绩披露要点:国际实业2025年一季度主营收入3.59亿元,同比下降49.12%,但归母净利润 861.29万元,同比上升4.83%。 根据国际实业2025年一季报,公司主营收入为3.59亿元,同比下降49.12%;归母净利润为861.29万元, 同比上升4. ...
美国IPO一周回顾及前瞻:本周有一家中国企业登陆纳斯达克,下周元保进入IPO日历
Sou Hu Cai Jing· 2025-04-27 08:34
美国IPO每周回顾:小型外国发行人在美国上市,而重要IPO继续推迟 本周,少数几家小型发行人在美国上市,还有四家SPAC加入。 文章来源:金准资本 美国IPO下周展望:尽管市场持续存在不确定性,但仍有两家公司可能首次公开募股 下周将有两家IPO公司上市,不过有些交易可能会在最后一刻调整日程。 航空航天和国防公司AIRO ( AIRO ) 暂定计划融资7500万美元,市值达到3.81亿美元。AIRO 的业务分为四个运营部门:无人机、航空 电子设备、培训和电动空中机动。该公司在 2024 年实现了强劲增长,利润率也有所提高,不过其收入严重依赖政府客户。 中国保险分销商元保( YB ) 计划融资 2800 万美元,市值达到 6.83 亿美元。该公司专营个人人寿、意外和健康保险。元保与46家保险 公司合作,提供多样化的保险产品组合,包括医疗、重大疾病和人寿保险。 总部位于马来西亚的TMD Energy ( TMDE ) 以低端价格发行,以7500万美元的市值筹集1000万美元。TMD提供船用燃料加油服务,专 门从事船用天然气和燃料油的供应和营销。该公司在马来西亚各地的港口运营,也拥有一支加油船队。TMD最终下跌 54 ...
能源化工燃料油、低硫燃料油周度报告-20250427
Guo Tai Jun An Qi Huo· 2025-04-27 06:25
国泰君安期货·能源化工 燃料油、低硫燃料油周度报告 国泰君安期货研究所·梁可方 投资咨询从业资格号:Z0019111 日期:2025年4月27日 Guotai Junan Futures all rights reserved, please do not reprint | 01 | CONTENTS 02 | 03 | 04 | 05 | 06 | | --- | --- | --- | --- | --- | --- | | 综述 | 供应 | 需求 | 库存 | 价格及价差 | 进出口 | | | 炼厂开工 | 国内外燃料油需求数据 | 全球燃料油现货库存 | 亚太区域现货FOB价格 | 国内燃料油进出口数据 | | | 全球炼厂检修 | | | 欧洲区域现货FOB价格 | 全球高硫燃料油进出口数据 | | | 国内炼厂产量与商品量 | | | 美国地区燃料油现货价格 | 全球低硫燃料油进出口数据 | | | | | | 纸货与衍生品价格 | | | | | | | 燃料油现货价差 | | | | | | | 全球燃料油裂解价差 | | | | | | | 全球燃料油纸货月差 | | Special ...
光大期货能化商品日报-20250425
Guang Da Qi Huo· 2025-04-25 04:04
Report Industry Investment Rating - All the analyzed energy and chemical products are rated as "volatile" [1][3][4][7][9] Core Viewpoints of the Report - The oil market is affected by the US's inconsistent policies and OPEC+ internal disputes, and the market is in a state of repeated operation [1] - The low - sulfur fuel oil market is supported by reduced arbitrage shipments, while the high - sulfur fuel oil market pressure eases with the approaching summer demand [1][3] - The asphalt production profit has recovered, and the refinery's production enthusiasm has improved, but the actual consumption has not increased significantly [3] - Polyester product prices mainly follow the cost - end, and the price of ethylene glycol is expected to run in a low - range [3][4] - The rubber price is expected to be volatile and weak due to the approaching holiday production cut of downstream tire factories and cautious terminal orders [4][7] - The methanol supply is high, and the future supply - demand may be loose [7] - The polyolefin market is affected by tariff policies, with supply pressure easing and demand weakening [7][9] - The PVC market's supply and demand will both weaken marginally, and the price is expected to be volatile [9] Summary by Relevant Catalogs 1. Research Views - **Crude Oil**: On Thursday, WTI 6 - month contract rose 0.52 dollars to 62.79 dollars/barrel (0.84% increase), Brent 6 - month contract rose 0.43 dollars to 66.55 dollars/barrel (0.65% increase), and SC2506 closed at 495.4 yuan/barrel (1.00% increase). The US's inconsistent policies and OPEC+ internal disputes make the market volatile [1] - **Fuel Oil**: On Thursday, FU2507 fell 1.12% to 2998 yuan/ton, and LU2506 fell 0.86% to 3446 yuan/ton. The low - sulfur market is supported by reduced shipments, and the high - sulfur market pressure eases with approaching summer demand [1][3] - **Asphalt**: On Thursday, BU2506 rose 0.38% to 3406 yuan/ton. This week, the shipment of domestic asphalt enterprises increased by 20.4% week - on - week, and the utilization rate of modified asphalt production capacity increased. The production profit has recovered, but the actual consumption has not increased significantly [3] - **Polyester**: TA509 fell 0.86% to 4370 yuan/ton, EG2509 fell 1.67% to 4179 yuan/ton. The production load of polyester and ethylene glycol has changed, and product prices mainly follow the cost - end [3][4] - **Rubber**: On Thursday, RU2509 rose 40 yuan/ton to 14735 yuan/ton, NR fell 130 yuan/ton to 12400 yuan/ton, and BR fell 60 yuan/ton to 11235 yuan/ton. The downstream tire factories are expected to cut production before the holiday, and the rubber price is expected to be volatile and weak [4][7] - **Methanol**: The supply is high, and the future supply - demand may be loose due to device maintenance and increased future arrivals [7] - **Polyolefin**: The price of polypropylene and polyethylene has changed. The refinery's maintenance increases, but the demand weakens due to tariff policies [7][9] - **Polyvinyl Chloride**: The market price is slightly adjusted. The supply and demand will both weaken marginally, and the price is expected to be volatile [9] 2. Daily Data Monitoring - The report provides the spot price, futures price, basis, basis rate, and their changes of various energy and chemical products on April 24 and 23, 2025, including crude oil, liquefied petroleum gas, asphalt, etc [10] 3. Market News - The third - round of US - Iran nuclear negotiations this week may lead to Iran's crude oil return, but the new US sanctions on Iran limit the oil price increase. Kazakhstan will prioritize national interests over OPEC+ quotas [12] - The Bank of England Governor believes that the concern about the US dollar losing its reserve currency status is "excessive" [12] 4. Chart Analysis - **4.1 Main Contract Prices**: The report presents the closing price charts of main contracts of various energy and chemical products from 2021 to 2025, including crude oil, fuel oil, etc [14][15][18] - **4.2 Main Contract Basis**: It shows the basis charts of main contracts of various products, such as crude oil, fuel oil, etc [29][31][35] - **4.3 Inter - period Contract Spreads**: The report provides the spread charts of different contracts of various products, like fuel oil, asphalt, etc [45][47][50] - **4.4 Inter - variety Spreads**: It presents the spread and ratio charts between different varieties, such as crude oil internal and external spreads, fuel oil high - low sulfur spreads, etc [60][62][64] - **4.5 Production Profits**: The report shows the cash - flow and profit charts of ethylene - made ethylene glycol, PP production, etc [69][70][72] 5. Team Member Introduction - The report introduces the members of the energy and chemical research team, including their positions, educational backgrounds, honors, and research areas [74][75][76]
IMO航运减排新规:对绿色甲醇发展影响分析
势银能链· 2025-04-25 03:23
"宁波膜智信息科技有限公司"为势银(TrendBank)唯一工商注册实体及收款账户 势银研究: 势银产业研究服务 添加文末微信,加 绿色甲醇 群 IMO新规将于2025年10月正式通过,并于2027年生效,届时将对总吨位超过5000吨的大型远洋船舶强 制执行。 势银数据: 势银数据产品服务 势银咨询: 势银咨询顾问服务 重要会议: 2025势银绿氢产业大会(7月16-17日,江苏·无锡) IMO的主要措施是对高GFI(船舶年度燃料强度)的船舶进行罚款,对使用近零燃料(2030年前GFI 不超过19 CO 2 eq/MJ,2035年后不超过14 CO 2 eq/MJ)的船舶进行奖励。 (例如2030年,基础指标 为75 CO 2 eq/MJ,直接合规指标是85 CO 2 eq/MJ,那么对于超过75-85部分罚款为100美元/tCO 2 eq, 超过85部分为380美元/tCO 2 eq;如果使用柴油将会超过85 CO 2 eq/MJ) 针对使用LNG燃料的船舶预估2030年将会进行第一阶段的罚款,2033年后进行第二阶段的罚款。 在短期内(2030年前),替代生物方面因为燃料棕榈油和大豆油廉价并且碳排放量低于 ...
中石化申请锂离子筛相关专利,具有很好的锂离子吸附分离能力
Sou Hu Cai Jing· 2025-04-24 13:10
Core Viewpoint - China Petroleum & Chemical Corporation (Sinopec) has applied for a patent related to lithium-ion sieve adsorbents, indicating a focus on lithium extraction technology and potential advancements in the field [1] Group 1: Patent Application - The patent titled "A lithium-ion sieve adsorbent and preparation method, lithium-ion sieve adsorbent product, and lithium-ion adsorption separation method" was applied for on October 2023 [1] - The lithium-ion sieve adsorbent consists of 50-90% lithium-ion sieve, 1-20% single-atom catalyst, and additives including binders and optional additives [1] - The invention demonstrates excellent lithium-ion adsorption and separation capabilities, achieving high lithium extraction rates [1] Group 2: Industrial Application - The lithium-ion sieve adsorbent, when used with persulfate elution agents, enhances lithium recovery and minimizes manganese loss during the desorption or regeneration process [1] - The method provided for lithium-ion adsorption separation is described as simple, efficient, and effective for industrial applications [1] Group 3: Company Overview - China Petroleum & Chemical Corporation was established in 2000, primarily engaged in petroleum, coal, and other fuel processing industries, with a registered capital of approximately 12.17 billion RMB [2] - Sinopec has invested in 257 companies and participated in 5,000 bidding projects, holding 5000 patent records and 45 trademark records [2] - Sinopec's research arm, Sinopec Petroleum Chemical Research Institute, was founded in 2022 with a registered capital of 300 million RMB, focusing on research and experimental development [2]
光大期货能化商品日报-20250424
Guang Da Qi Huo· 2025-04-24 04:26
光大期货能化商品日报 光大期货能化商品日报(2025 年 4 月 24 日) 一、研究观点 | 品种 | 点评 | 观点 | | --- | --- | --- | | | 周三油价重心下移,其中 WTI 新换 6 月合约收盘下跌 1.40 美元 | | | | 至 62.27 美元/桶,跌幅 2.18%。布伦特 6 月合约收盘下跌 1.32 美 | | | | 元至 66.12 美元/桶,跌幅 1.96%。SC2506 以 487.4 元/桶收盘,下 | | | | 跌 11.2 元/桶,跌幅为 2.25%。OPEC+的多个成员国将在 6 月会 | | | | 议上提议扩大增产。这一决定正值该组织内部围绕产量配额合规 | | | | 性爆发争端。哈萨克斯坦能源部长明确表示将"国家利益置于 | | | | OPEC+之上",该国因持续超配额生产已引发其他成员国不满。 | | | 原油 | 伊朗外交部发布的一份声明表示,美方继续对伊朗实施制裁是霸 | 震荡 | | | 凌和非法行为,与美方试图对话的行为相悖,表明美国缺乏谈判 | | | | 的诚意。美国政府利用制裁对其他国家施加政治压力,违反了联 | | | ...
宝利国际:2024年报净利润0.22亿 同比增长148.89%
Tong Hua Shun Cai Bao· 2025-04-22 09:28
数据四舍五入,查看更多财务数据>> 二、前10名无限售条件股东持股情况 一、主要会计数据和财务指标 | 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益(元) | 0.0240 | -0.0490 | 148.98 | -0.1870 | | 每股净资产(元) | 0 | 1.04 | -100 | 1.08 | | 每股公积金(元) | 0.04 | 0.04 | 0 | 0.04 | | 每股未分配利润(元) | -0.04 | -0.07 | 42.86 | -0.02 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 19.69 | 21.46 | -8.25 | 24.69 | | 净利润(亿元) | 0.22 | -0.45 | 148.89 | -1.72 | | 净资产收益率(%) | 2.33 | -4.58 | 150.87 | -15.85 | | 名称 | 持有数量(万股) | 占总股本比例 | 增减情况(万 | ...
光大期货能化商品日报-20250422
Guang Da Qi Huo· 2025-04-22 03:35
光大期货能化商品日报 光大期货能化商品日报(2025 年 4 月 22 日) 一、研究观点 | 品种 | 点评 | 观点 | | --- | --- | --- | | | 周一油价重心下挫,其中 WTI 5 月合约收盘下跌 1.60 美元至 63.08 | | | | 美元/桶,跌幅 2.47%。布伦特 6 月合约收盘下跌 1.70 美元至 66.26 | | | | 美元/桶,跌幅 2.50%。SC2506 以 487.2 元/桶收盘,下跌 2.3 元/ | | | | 桶,跌幅为 0.47%。美伊会谈相对积极,直接影响是伊朗原油不会 | | | | 退出市场。伊朗外交部发言人巴加埃在德黑兰举行的每周新闻发 | | | | 布会上表示,伊朗同美国谈判的目的始终是实际终止对伊制裁。 | | | | 且适逢复活节假期,市场的流动性也较低,这可能会加剧价格波 | | | 原油 | 动。市场越来越担心贸易战旷日持久将拖累能源需求,能源股与 | 震荡 | | | 原油价格一道下跌。标普 500 能源指数下跌 3.3%,市场弥漫着避 | | | | 险情绪,美联储独立性的不确定性增加。俄罗斯经济部在其 2025 | ...
势银访谈|鲲华科技王亚波:呼吁氢能2.0时代出台普惠全国性政策
势银能链· 2025-04-22 02:22
"宁波膜智信息科技有限公司"为势银(TrendBank)唯一工商注册实体及收款账户 势银研究: 势银产业研究服务 势银数据: 势银数据产品服务 势银咨询: 势银咨询顾问服务 添加文末微信,加 燃料电池 群 鲲华科技是聚焦大功率燃料电池系统研发的科技创新企业,致力于为新能源领域提供高效零碳动力解 决方案。公司核心团队由氢能领域资深专家组成,曾主导和参与多个行业标杆应用案例。公司已构建 覆盖系统设计、生产制造到场景落地的完整解决方案能力 , 产品成功应用于长途重载、工程机械、风 光储能、分布式发电等多元化场景,推动氢能技术 在 交通运输、能源存储领域的规模化应用。 当前,我国燃料电池产业相较过去几年已进入"冷静期",实际发展情况不及预期,尤其是各个示范城 市群在燃料电池汽车推广工作中增长滞缓,导致燃料电池产业整体产能过剩,各家企业产品出货有所 下降。因此,如何在当下环境中强化自身内核,保持长足发展是所有企业应当考虑的首要问题。 在此背景下,势银(TrendBank)访谈了鲲华科技董事长王亚波博士,深入交流了当下产业发展现状以 及鲲华科技未来发展战略等话题。 鲲华科技成立初期,您认为最大的挑战是什么? 众所周知,燃 ...