证券之星消息，12月23日炼化及贸易板块较上一交易日上涨1.11%，中国石油领涨。当日上证指数报收 于3919.98，上涨0.07%。深证成指报收于13368.99，上涨0.27%。炼化及贸易板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600800 | | 4.10 | -9.89% | 9.80万 | 1 4016.97万 | | 000703 | 恒逸石化 | 8.55 | -2.73% | 40.25万 | 3.46 Z | | 002221 | 东华能源 | 7.79 | -2.14% | 11.23万 | 1 8805.01万 | | 001316 | 润贝航科 | 34.63 | -2.09% | 1.34万 | 4671.13万 | | 000637 | 茂化实华 | 4.34 | -1.81% | 9.92万 | 4323.37万 | | 002476 | 宝草股份 | 6.01 | -1.80% | 14.96万 | 9031.33万 | | 6032 ...

证券之星消息，12月22日炼化及贸易板块较上一交易日上涨0.98%，岳阳兴长领涨。当日上证指数报收 于3917.36，上涨0.69%。深证成指报收于13332.73，上涨1.47%。炼化及贸易板块个股涨跌见下表： 从资金流向上来看，当日炼化及贸易板块主力资金净流出7598.66万元，游资资金净流出7970.93万元， 散户资金净流入1.56亿元。炼化及贸易板块个股资金流向见下表： 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。 ...

Group 1 - The core viewpoint of the article highlights the recent performance of the petrochemical ETF (159731), which has increased by 0.81%, with leading stocks such as Hengyi Petrochemical, Rongsheng Petrochemical, Jinhai Technology, and Salt Lake Co. showing significant gains [1] - The latest scale of the petrochemical ETF is reported to be 208 million yuan [1] - According to Founder Securities, since Q3 2025, there has been a recovery in global manufacturing sentiment, although demand growth is slowing, leading to a year-on-year decline in the PPI of chemical products [1] Group 2 - On the demand side, the domestic real estate market is at a cyclical bottom, while sales of new energy vehicles continue to grow significantly, and retail sales are showing steady improvement, supported by ongoing consumption promotion policies [1] - On the supply side, China has become a global leader in the chemical industry, while the manufacturing and chemical production capacity utilization rates in the EU have been declining, particularly in Germany, where the output of basic chemicals has been continuously decreasing [1] - The chemical industry has been at the bottom of the economic cycle for three years, indicating that a reversal may be near, with a focus on undervalued leading companies and sectors benefiting from marginal improvements in supply and demand [1] Group 3 - The petrochemical ETF (159731) and its linked funds (017855/017856) closely track the CSI Petrochemical Industry Index, which is composed of three major sectors: refining and trading (27.33%), chemical products (22.04%), and agricultural chemical products (21.98%) [1] - These sectors are expected to benefit significantly from policies aimed at reducing competition, restructuring, and eliminating outdated production capacity [1]

12月22日，桐昆股份盘中上涨2.05%，截至10:24，报15.91元/股，成交1.24亿元，换手率0.33%，总市值 382.60亿元。 资料显示，桐昆集团股份有限公司位于浙江省桐乡市梧桐街道凤凰湖大道518号，成立日期1999年9月27 日，上市日期2011年5月18日，公司主营业务涉及从事各类民用涤纶长丝、坯布的生产、销售。主营业 务收入构成为：涤纶预取向丝61.10%，精对苯二甲酸37.69%，涤纶牵伸丝15.07%，涤纶加弹丝9.46%， 其他2.90%，其他业务收入2.89%，切片0.34%，复合丝0.27%。 资金流向方面，主力资金净流出276.11万元，特大单买入446.68万元，占比3.61%，卖出977.99万元，占 比7.91%；大单买入2110.85万元，占比17.08%，卖出1855.65万元，占比15.02%。 桐昆股份所属申万行业为：石油石化-炼化及贸易-其他石化。所属概念板块包括：破净股、长三角一体 化、中盘、融资融券、MSCI中国等。 桐昆股份今年以来股价涨35.97%，近5个交易日涨10.49%，近20日涨6.71%，近60日涨11.41%。 责任编辑：小浪快报 分红方面 ...

太平洋证券指出，年内行业内分化明显。整体而言，基础化工行业受机器人产业链、AI 算力对电子化 学材料需求提升等影响，表现明显好于市场；石油石化受油价中枢下移，景气度承压。2025年，资源品 受到广泛关注，钾肥、锂矿、磷矿石价格维持较好景气度；国内科技创新，大力发展新质生产力，机器 人产业链蓬勃发展，轻量化材料、改性塑料需求明显增加。展望2026年，继续看好稀缺资源品，以及与 新技术相关的化工新材料。 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（27.33%）、化学制品（22.04%）和农化制品 （21.98%）。"反内卷" 催化周期复苏，行业景气度有望持续上行。 （文章来源：每日经济新闻） 截至12月19日13:33，石化ETF（159731）现涨0.94%。持仓股中，藏格矿业、杭氧股份、恒逸石化等涨 幅居前。石化ETF最新规模达2.06亿元，创新高。 12月14日，天津中石化南港乙烯项目迎来首船进口原料。此次首船乙烷顺利到港，标志着项目原料供应 体系正式运转，也意味着项目在"十四五"收官、" ...

Core Insights - On December 18, 2023, brokerage firms set target prices for listed companies, with notable increases for Haiguang Information, Hengyi Petrochemical, and Aotwei, showing target price increases of 72.87%, 51.78%, and 36.98% respectively, across the semiconductor, refining and trading, and photovoltaic equipment industries [1][2]. Group 1: Target Price Increases - Haiguang Information (688041) received a target price of 350.40 yuan, reflecting a target increase of 72.87% from its latest closing price [2]. - Hengyi Petrochemical (000703) has a target price of 11.96 yuan, indicating a target increase of 51.78% [2]. - Aotwei (688516) was assigned a target price of 59.64 yuan, with a target increase of 36.98% [2]. Group 2: Brokerage Recommendations - A total of 24 listed companies received brokerage recommendations on December 18, with Zhongjin Company, Yanjin Food, and China Duty Free each receiving two recommendations [4]. - Zhongjin Company (601995) had a closing price of 36.18 yuan and received recommendations from 2 brokerages [6]. - Yanjin Food (002847) closed at 71.02 yuan, also with 2 brokerage recommendations [6]. - China Duty Free (601888) had a closing price of 76.50 yuan and received 2 recommendations [6]. Group 3: Initial Coverage Ratings - On December 18, brokerages provided 8 initial coverage ratings, with Sanxia Tourism receiving an "Accumulate" rating from Guotai Junan Securities [8]. - Libat (605167), Times New Materials (600458), and Xinyangfeng (000902) received "Accumulate" and "Buy" ratings from Dongbei Securities [8]. - Nami Technology (688690) was rated "Accumulate" by Western Securities [8].

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。 证券之星消息，12月18日炼化及贸易板块较上一交易日上涨1.77%，宝莫股份领涨。当日上证指数报收 于3876.37，上涨0.16%。深证成指报收于13053.98，下跌1.29%。炼化及贸易板块个股涨跌见下表： 从资金流向上来看，当日炼化及贸易板块主力资金净流入2507.08万元，游资资金净流出8322.76万元， 散户资金净流入5815.68万元。炼化及贸易板块个股资金流向见下表： ...

证券之星消息，12月17日炼化及贸易板块较上一交易日上涨0.02%，桐昆股份领涨。当日上证指数报收 于3870.28，上涨1.19%。深证成指报收于13224.51，上涨2.4%。炼化及贸易板块个股涨跌见下表： 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。 从资金流向上来看，当日炼化及贸易板块主力资金净流出5403.85万元，游资资金净流出1.25亿元，散户 资金净流入1.79亿元。炼化及贸易板块个股资金流向见下表： ...

Group 1 - The core viewpoint of the news is that the refining and trading sector experienced a slight increase of 0.12% on December 16, with Dongfang Shenghong leading the gains [1] - The Shanghai Composite Index closed at 3824.81, down 1.11%, while the Shenzhen Component Index closed at 12914.67, down 1.51% [1] Group 2 - In terms of capital flow, the refining and trading sector saw a net inflow of 2.07 million yuan from main funds, while retail funds had a net inflow of 14.8 million yuan, and speculative funds experienced a net outflow of 150 million yuan [2] - Detailed capital flow for individual stocks in the refining and trading sector is provided in the accompanying table [2]

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。 从资金流向上来看，当日炼化及贸易板块主力资金净流入1.72亿元，游资资金净流出3492.65万元，散户 资金净流出1.37亿元。炼化及贸易板块个股资金流向见下表： 证券之星消息，12月15日炼化及贸易板块较上一交易日上涨0.27%，东方盛虹领涨。当日上证指数报收 于3867.92，下跌0.55%。深证成指报收于13112.09，下跌1.1%。炼化及贸易板块个股涨跌见下表： ...