登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688602 证券简称：康鹏科技 公告编号：2025-032 上海康鹏科技股份有限公司股票交易异常波动公告 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、准确性和完整性依法承担法律责任。 重要内容提示： ● 上海康鹏科技股份有限公司（以下简称"公司"或"康鹏科技"）股票连续两个交易日（2025年4月17 日、4月18日）内日收盘价格涨幅偏离值累计超过30%，根据《上海证券交易所交易规则》《上海证券 交易所科创板股票异常交易实时监控细则》的有关规定，属于股票交易异常波动情形。 ● 经公司自查，并发函问询了公司控股股东、实际控制人，截至2025年4月18日，公司不存在应披露而 未披露的重大信息。 ● 截至2025年4月18日，公司收盘价为9.66元/股，根据中证指数有限公司发布的数据，公司最新市盈率 为44.52倍；公司所处的化学原料及化学制品制造业最近一个月平均滚动市盈率为22.72倍，公司市盈率 高于行业市盈率水平。 一、股票交易异常波动的具体情况 公司股票连续两个交易日（2025年4月17日、 ...

瑞达期货研究院 「2025.04.18」 苯乙烯市场周报 研究员：林静宜 期货从业资格号F03139610 期货投资咨询从业证书号Z0021558 关 注 我 们 获 取 更 多 资 讯 目录 1、周度要点小结 2、期现市场 3、产业情况 4、期权市场分析 「 周度要点小结」 3 来源：瑞达期货研究院 价格：苯乙烯主力换月至06合约。截至2025年4月18日收盘，EB2506合约报收于7266元/吨，较上周收盘价 -2.21%。市场多空情绪博弈，EB2506区间震荡。 基本面：供应端，前期停车装置影响扩大，本周苯乙烯产量环比-2.43%至30.58万吨，产能利用率环比- 1.64%至66.77%。需求端，下游开工率涨跌互现：EPS开工率环比+11.98%至59.07%，PS开工率环比- 0.3%至60.8%，ABS开工率环比-0.66%至66.99%，UPR开工率维稳在28%，丁苯橡胶开工率维稳在73.24%。 库存方面，工厂库存环比-4.30%至21.84万吨；华东港口库存环比-19.66%至9.56万吨，华南港口库存环比- 25.71%至2.6万吨。成本方面，本周乙烯人民币价格环比下降，华东纯苯价格环比上 ...

环氧丙烷概念反复活跃 红宝丽4连板 智通财经4月18日电，红宝丽走出4连板，红墙股份2连板，怡达股份涨超10%，美邦科技、瑞华技术涨 超5%。消息面上，近期海外多家巨头永久停产环氧丙烷。其中，全球化工巨头科思创和利安德巴塞尔 宣布永久关闭合资环氧丙烷生产装置，项目年产能约31.5万吨。 ...

Core Viewpoint - The company reported mixed financial results for 2024 and Q1 2025, with revenue growth but significant declines in net profit, indicating challenges in profitability despite stable revenue streams [1][2][3][4][5][6][7]. Financial Performance - In 2024, the company achieved operating revenue of 182.07 billion yuan, a year-on-year increase of 3.8%, but the net profit attributable to shareholders decreased by 22.5% to 13.03 billion yuan [1] - For Q4 2024, the company reported a significant drop in revenue to 34.46 billion yuan, down 19.5% year-on-year and 31.8% quarter-on-quarter, with net profit falling 52.8% year-on-year [1] - In Q1 2025, the company generated operating revenue of 43.07 billion yuan, a decrease of 6.7% year-on-year but an increase of 25.0% quarter-on-quarter [1] Industry Insights Polyurethane - In 2024, the company's polyurethane product sales revenue reached 75.8 billion yuan, up 12.6% year-on-year, with production and sales volumes of 5.8 million and 5.64 million tons, respectively [2] - For Q1 2025, polyurethane sales revenue was 18.4 billion yuan, a year-on-year increase of 5.3%, but a quarter-on-quarter decline of 14.7% [2] - The company plans to expand its MDI and TDI production capacity to 4.5 million and 1.44 million tons per year, further solidifying its position as a global leader in polyurethane [2] Petrochemicals - The petrochemical segment generated sales revenue of 72.5 billion yuan in 2024, a year-on-year increase of 4.6%, with production and sales volumes of 5.44 million and 5.47 million tons, respectively [3] - In Q1 2025, the petrochemical segment reported sales revenue of 16.3 billion yuan, down 11.8% year-on-year but up 54.8% quarter-on-quarter [3] - The company is expanding its C2, C3, and C4 value chains through new projects, including a successful startup of a 1.2 million tons/year ethylene facility [3] New Materials - The new materials segment achieved sales revenue of 28.3 billion yuan in 2024, a year-on-year increase of 18.6%, with production and sales volumes of 2.09 million and 2.03 million tons, respectively [4] - In Q1 2025, the new materials segment reported sales revenue of 7.4 billion yuan, a year-on-year increase of 20.7% [4] - The company is advancing key technologies in fine chemicals and high-end new materials, successfully launching several new projects [4][5] Strategic Developments - The company completed the acquisition of France's Covestro's specialty isocyanate business, increasing its HDI capacity to 330,000 tons and enhancing its market share [5] - The company plans to reduce capital expenditures significantly, with expected declines of 72.7 billion yuan in 2024 and 20.0 billion yuan in Q1 2025, alleviating cash flow pressures [6] - A share buyback program is proposed to enhance shareholder value and confidence, with a planned repurchase of 300,000 to 500,000 shares [6] Profit Forecast and Investment Recommendations - The company adjusted its net profit forecasts for 2025-2026 to 13.04 billion and 16.00 billion yuan, reflecting a more cautious outlook based on market conditions [7] - The adjusted profit corresponds to a PE ratio of 13.3, 10.9, and 9.4 times, with a PB ratio of 1.6, 1.4, and 1.2 times, maintaining a "buy" rating [7]

苯乙烯产业日报 2025-04-16 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | -144 期货成交量(活跃:成交量):苯乙烯(EB)(日, 期货主力合约收盘价:苯乙烯(日,元/吨) | 7286 392643 | | 206295 7196 | -12458 7 | | | 手) 前20名持仓:买单量:苯乙烯(日,手) 12420 3月合约收盘价:苯乙烯(日,元/吨) | | | | | | | 期货持仓量(活跃:成交量):苯乙烯(EB)(日, | | | | | | | -15922 前20名持仓:净买单量:苯乙烯(日,手) | 116935 | | 4076 | 5316 | | | 手) 前20名持仓:卖单量:苯乙烯(日,手) 7104 仓单数量:苯乙烯:总计(日,手) 现货价:苯乙烯(日,元/吨) 0 苯乙烯:FOB韩国:中间价(日,美元/吨) | 388567 7918 | | 0 935 | -2363 -1 | | | -1 市场价:苯乙烯:东北地区:主流价(日, ...

投资者各位领导大家晚上好欢迎参加我们国联民生大化工组织的单双剂物四纯的专家解读电话会议我是国联民生技术化工首席张伟航我们团队今天赵家辉老师也在线作为主持人最近大家都关注到了双剂物四纯就是DPE其实它的价格出现了一个明显的快速上涨曾经这个品种其实在2023、2024年也就是大概3到4万块钱一吨从2024年的7月份开始 这个商机物资存的这个价格是从这个3.2万元一吨的价格上涨到现在的这个大概是6.3万元一吨那基本上是翻倍那尤其是2025年的三月份以来啊上涨幅度会更加明显更加进入一个上涨的一个主声浪吧啊那这个价格是翻过倍的啊那么你像他那个 它作为这个借务私存的一个副产物我们讲如果单计的话那么像单借务私存的PE它的价格也是从24年的7月份的1.1万元一吨目前上涨了大概43%已经达到了11475元一吨那么这几年其实整体的这个单借务私存的成本一直是在8500块到1万块钱之间的波动目前就是我们短期来看这个单借务私存的单吨成本大概是9700元单吨的毛利润大概有个1700元 那么由于这个双计物四存的通常我刚刚说到就是这个单计物四存的一个副产物所以它其实在不同的工艺或者我们在不同的厂商的一些这个选择里面其实它的收率的差异会比较大 ...

通过这样的情况下通过基础上的管理难度和两项资质的要求去带到可能不是特别的拥挤然后能发挥我们车门的优势和管理的优势所以这个项目也是在策划当中因为刚才也说到因为这个三项涉及到技术的突破还有资质的要求这方面还有一定的不确定性现在还是在实行当中这是关于 你这是项目的一个考虑第二个就是门上成本在发达确实是秋天以后门上价格下滑的幅度还比较大这对我们来说成本降低是很有利的目前我们现在原来每成本基本上在七千七百七百五七百五左右吧差不多到这个水平然后原装每人大概应该在六百四左右吧 从目前来看煤炭价格下降幅度还是比较明显这里对我们的成本的降低还是十分有利的从目前的情况来看的话工产品价格基本上也已经到底部了再往下下降的空间也有限煤炭价格上跌对我们的油利还是有改善的基本上是这么个情况 哎好的好的谢谢高总特别详细然后我稍微追问一下就是那个咱们像原料煤动力煤就刚刚您说的成本有没有保安运费啊都破坏了啊哦明白好的好的谢谢高总然后我这边没有其他问题了 难点的方面吧因为有些现在的普通的产品的化工产品通常性比较激烈我们还是想寻找一些有一定的难度的赛道最起码三星项目我们还是想结合煤化工石油化工和银化工的结合管理上有一定难度这个从市场资质方面还有一些 ...

Core Viewpoint - Shandong Hualu Hengsheng Group is focusing on deepening the implementation of the central eight regulations, promoting a culture of entrepreneurship, and ensuring the successful completion of the "14th Five-Year Plan" [1] Group 1: Company Culture and Values - The company emphasizes a culture of practicality and entrepreneurship, aiming to foster a spirit of "three realities" and "four high standards" among its employees [1] - Hualu Hengsheng has developed a core value system that includes being pragmatic, entrepreneurial, striving for excellence, and fostering harmony [3] - The company has established a development culture centered on entrepreneurship, a management culture characterized by striving for excellence, and a human-centered culture focused on co-creation and sharing [4] Group 2: Development Strategy and Achievements - Hualu Hengsheng has invested over 26 billion yuan in more than 10 major transformation and upgrading projects since the beginning of the "14th Five-Year Plan," focusing on the integration of coal and petroleum chemical industries [4] - The company has achieved leading production capacities in various products, including organic amines and dimethylformamide, positioning itself as a competitive player in the chemical industry [4] - Over the past five years, Hualu Hengsheng has consistently ranked among the top in operational indicators and labor efficiency within the chemical sector, maintaining a high level of profitability [4] Group 3: Employee Engagement and Team Spirit - The company has cultivated a culture of teamwork and collaboration, emphasizing the importance of employees in driving the company's success [5][6] - Hualu Hengsheng adheres to the principle of relying on employees for business operations, fostering a shared destiny between the company and its workforce [6] - Employees are described as the foundation of the company, with a strong sense of loyalty and commitment to their work, contributing to the company's achievements [6]

资金流向方面，今日该股主力资金净流入6216.64万元，其中，特大单净流入7330.33万元，大单资金净 流出1113.69万元。近5日主力资金净流入7686.57万元。 4月11日公司发布的2024年报数据显示，2024年公司共实现营业收入7.70亿元，同比下降10.59%，实现 净利润-3.08亿元。（数据宝） 丹化科技4月14日交易公开信息 具体来看，今日上榜营业部中，第一大买入营业部为国泰海通证券股份有限公司总部，买入金额为 1025.55万元，第一大卖出营业部为中信证券华南股份有限公司佛山分公司，卖出金额为678.13万元。 近半年该股累计上榜龙虎榜7次，上榜次日股价平均跌1.02%，上榜后5日平均涨0.88%。 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 国泰海通证券股份有限公司总部 | 1025.55 | | | 买二 | 华鑫证券有限责任公司上海茅台路证券营业部 | 992.82 | | | 买三 | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券 | 814. ...

Group 1 - The company expects to achieve a net profit attributable to shareholders of 1.45 billion to 1.65 billion yuan in Q1 2025, representing a year-on-year increase of 41.79% to 61.35%, but a quarter-on-quarter decrease of 30.51% to 38.93% [1] - The average price of ethane in Q1 2025 is projected to be 27.17 cents per gallon, with a year-on-year increase of 39.30% and a quarter-on-quarter increase of 25.64%, indicating strong profitability despite rising costs [2] - The company is advancing its high-end new materials industrial park project, which is expected to enhance product structure and profitability, providing strong momentum for long-term development [2] Group 2 - The company is optimistic about the cost advantages in the C2 industry chain leading to substantial profits and high growth potential from new project launches, with projected net profits of 7.1 billion yuan, 9.2 billion yuan, and 11.1 billion yuan for 2025-2027 [3] - Corresponding EPS for 2025-2027 is expected to be 2.12 yuan, 2.72 yuan, and 3.30 yuan per share, with PE ratios of 10.8X, 8.4X, and 7.0X respectively, leading to a "buy" rating for the company [3]