（文章来源：每日经济新闻） 三维化学（SZ 002469，收盘价：9.38元）8月20日晚间发布半年度业绩报告称，2025年上半年营业收入 约12.49亿元，同比增加21.81%；归属于上市公司股东的净利润约1.2亿元，同比增加42.54%；基本每股 收益0.1855元，同比增加42.58%。 ...

三维化学公告，2025年上半年营业收入12.49亿元，同比增长21.81%。归属于上市公司股东的净利润1.2 亿元，同比增长42.54%。基本每股收益0.1855元/股，同比增长42.58%。公司拟以6.49亿股为基数，向全 体股东每10股派发现金红利1元(含税)。 ...

Group 1 - The core point of the article is that China Chemical announced its annual equity distribution plan for 2024, which includes a cash dividend of 0.186 yuan per share (tax included) for A-shares [1] - The record date for the dividend is set for August 21, 2025, while the ex-dividend date and the date of cash dividend distribution are both scheduled for August 22, 2025 [1]

Group 1 - China Chemical's Donghua Company has signed an EPCM contract for a high-end resin project in Shandong, which will become the largest single production capacity base for high-end resins in China [1] - The project will alleviate China's reliance on imports of high-end resin materials, with a construction scale of 700,000 tons of high-end phenolic/benzoimidazole resin and 200,000 tons of specialty epoxy resin annually [1] - The project is located in the Qilu Chemical Industrial Park in Zibo, Shandong, covering an area of 280 acres and will also include a supporting 270,000-ton formaldehyde facility [1] Group 2 - The products from this project will have applications in high-end fields such as aerospace, 5G communication, and high-speed rail [1] - Donghua Company will be responsible for the engineering design and overall management of the project, implementing cost, schedule, quality, and safety controls [1] - The company aims to leverage its strengths to ensure the project is completed on time, with quality and quantity guaranteed [1]

证券代码：601117 股票简称：中国化学 公告编号：临 2025-039 中国化学工程股份有限公司 关于 2022 年限制性股票激励计划部分限制性股票 回购注销实施的公告 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 担法律责任。 重要内容提示： ? 回购注销原因：根据中国化学工程股份有限公司（以下 简称"公司"）《2022 年限制性股票激励计划（草案）》（以 下简称"《激励计划》"）、《2022 年限制性股票激励管理办 法》《2022 年限制性股票激励实施考核管理办法》等相关规定， 公司 19 名激励对象存在异动情况，不再符合激励条件，应对其 所授予的限制性股票总计 184.80 万股进行回购注销。本次注销 完成后，公司总股本将由 6,108,725,362 股变更为 6,106,877,362 股。 ? 本次注销股份的有关情况： 单位：万股 回购股份数量（万股） 注销股份数量（万股） 注销日期 ? 实施情况：预计本次限制性股票将于 2025 年 8 月 7 日 完成注销。 一、本次限制性股票回购注销的决策与信息披露 议及第五届监事 ...

"数实融合的目的在于重构产业的价值。如何通过人工智能(AI)帮助我们更好地分析、优化、完成产融 结合是非常重要的事。这需要基于炼化工厂全生命周期的理念，以数字工厂设计为源头，充分利用工厂 运行数据，将AI等信息技术与专家知识系统融合起来才能实现。"7月15日，在由中国化工学会与华为共 同主办的"论道智能世界——华为智能化工高峰论坛"上，中国工程院院士、中国石油化工集团有限公司 首席科学家孙丽丽为化工行业数实融合写下了这样的注脚。会议期间，多位业内专家提出，AI正在为 化工行业的研发、生产、运维范式带来革新，加速化工产业链整体的价值重构。 革新科研范式 "AI算法的应用，让传统化工企业焕发了新生机。我们实现了从以前的依赖人工经验，到现在依赖数字 化系统的转变，生产管理的重点也从'管人'变成'管数据'。"李伯钧说，"下一步，我们将把RTO优化的 经验在集团其他煤气化装置上进行复制，并继续向合成尿素、磷肥制造等环节扩展，不断提升企业的数 字化水平。" 大幅缩短行业创新周期 "当前化工行业正站在产业变革转型的历史交汇点。"中国化工学会副秘书长胡杰指出，据统计，2024年 我国石油化工行业规模以上企业数量突破3.2万家 ...

Group 1 - Leshan Electric achieved operating revenue of 1.623 billion yuan, a year-on-year increase of 1.94%, and a net profit of 7.9031 million yuan, a year-on-year decrease of 14.55% [1] - Zhimingda reported operating revenue of 295 million yuan, a year-on-year increase of 84.83%, and a net profit of 38.3 million yuan, a year-on-year increase of 2147.93% [2] - Dahu Co. reported operating revenue of 426 million yuan, a year-on-year decrease of 14.40%, and a net loss of 2.5716 million yuan, an improvement from a loss of 13.7824 million yuan in the same period last year [3] - Yubang Electric expects a net profit of 21.2 million to 25 million yuan, a year-on-year decrease of 35.47% to 45.28% [4] - Zhejiang Securities achieved operating revenue of 6.512 billion yuan, a year-on-year decrease of 18.60%, and a net profit of 1.149 billion yuan, a year-on-year increase of 46.54% [5] - Huashu Media reported operating revenue of 4.435 billion yuan, a year-on-year increase of 2.07%, and a net profit of 254 million yuan, a year-on-year increase of 4.63% [7] Group 2 - Sinopec reported oil and gas equivalent production of 262.81 million barrels, a year-on-year increase of 2%, and crude oil processing volume of 119.97 million tons, a year-on-year decrease of 5.3% [8] - Hengrui Medicine's subsidiary received approval for clinical trials of HRS8179, aimed at reducing brain edema after stroke [8] - Hengrui Medicine's subsidiary also received approval for clinical trials of HRS-1893, intended for treating heart failure with preserved ejection fraction [8] - Wanfu Co. announced a plan to reduce its stake by up to 2% through block trading [10] - Biological Co. received a warning letter from the Inner Mongolia Securities Regulatory Bureau for inaccuracies in financial reporting [11] - Zhujiang Co. reported a signed construction area of 47.1432 million square meters across 396 projects [13] Group 3 - Watson Bio received a patent for a peptide delivery system for RNA drugs [15] - Sanwei Chemical signed 31 new contracts worth 335 million yuan in the second quarter [17] - Shenzhou Cell's SCT640C injection received approval for clinical trials for rheumatoid arthritis [18] - Xinjiang Jiaojian reported new contracts worth 1.434 billion yuan in the second quarter [19] - Lais Information plans to use 550 million yuan of idle funds for cash management [21] - Zhongqi New Materials signed a mining rights transfer contract, increasing production capacity [22] Group 4 - Hengtong Optic-Electric won multiple marine energy projects worth 1.509 billion yuan [24] - China State Construction signed new contracts totaling 2.501 trillion yuan in the first half of the year [26] - David Medical's ventilator product registration application has been accepted [28] - Tianhai Defense's subsidiary signed a construction contract worth 16.224 million yuan [29] - Nantian Information plans to sign a procurement framework contract worth 58.27 million yuan with its controlling shareholder [31] - Baida Group announced a plan to reduce its stake by up to 3% [32] Group 5 - Jinli Permanent Magnet plans to issue $117.5 million in convertible bonds [34] - Haizheng Pharmaceutical's fumarate bedaquiline raw material drug application has been approved [36] - Huatai passed the advanced intelligent factory re-evaluation in Anhui Province [37] - Everbright Bank's shareholder increased its stake from 7.08% to 8% [40] - Supor reported total operating revenue of 11.478 billion yuan, a year-on-year increase of 4.68%, and a net profit of 940 million yuan, a year-on-year decrease of 0.07% [41] - Qianjin Pharmaceutical's subsidiaries received registration certificates for two drugs [42]

Core Viewpoint - The integration of artificial intelligence and big data is essential for advancing the fundamental theories and engineering technologies in the chemical industry, particularly in the context of national goals like carbon neutrality [1][2] Group 1: Advances in Chemical Theory - The chemical industry faces a significant lack of fundamental physical property data necessary for theoretical development and engineering technology updates, necessitating a new paradigm for acquiring chemical properties through AI methods [1] - Experts emphasize the need to deeply integrate theoretical calculations with artificial intelligence, highlighting the importance of traceability and accuracy in chemical big data for future intelligent design [1] - There is a call to accelerate the acquisition of modern chemical foundational data, creating a comprehensive chemical big database based on various dimensions such as chemical industrial processes, experimental research, and literature data [1] Group 2: High-Quality Development in the Chemical Industry - The application of artificial intelligence raises higher demands for the reliability and standardization of industry data, pushing for a shift from experience-driven to data-driven chemical R&D [2] - It is crucial to develop clear and specific data element application scenarios to leverage collaborative advantages and promote data sharing and circulation, thereby unlocking the value of data elements [2] - Establishing a unified regulatory mechanism and a secure technical system is necessary to facilitate sustainable data development, alongside building an ecosystem for data providers, users, and service providers to achieve shared governance [2]

Group 1 - The overall performance of the Hong Kong stock market showed a "V" shape trend, with significant gains in high-speed rail, infrastructure, and hydropower concept stocks [1] - The Hong Kong Central State-Owned Enterprises Dividend ETF (520990) experienced a rise of over 2% in the afternoon session, closing up 1.80%, marking a potential three-day winning streak [1] - Major stocks such as China Communications Construction surged over 8%, while China Railway Construction and China CRRC increased by over 6%, and other companies like China National Offshore Oil and COSCO Shipping also saw gains of over 5% [1] Group 2 - According to Wind data, the Hong Kong Central State-Owned Enterprises Dividend ETF (520990) has seen net inflows for three consecutive trading days, accumulating over 400 million yuan in net inflows for the month [1] - Tianfeng Securities noted a recovery trend in the second-quarter orders of central state-owned enterprises, with China Railway's Q2 order growth rate at 20.08% year-on-year and China Nuclear Engineering's H1 order growth at 13.72% [1] - The positive order and funding indicators suggest an optimistic outlook for the acceleration of physical work volume in the near future [1]

Group 1: Company Strategy and Business Layout - The company adheres to a "one basic plate + three verticals and three horizontals" strategy, focusing on chemical engineering as the core, and expanding into new materials, new energy, and new environmental sectors, aiming to become a "100 billion Donghua" by 2025 [1] - The "three new" sectors account for over 40% of the company's overall business, with a positive growth trend [1] - The company is actively pursuing high-end polyolefins, biodegradable materials, DMC, silicon, and lithium projects, supported by technological research and development [1] Group 2: Order Status and Profit Margin - As of the end of Q1 2025, the company has signed contracts worth 49.903 billion yuan in uncompleted orders, with domestic orders primarily in coal chemical, new chemical materials, green energy, and industrial environmental protection [3] - The company's engineering business gross margin is influenced by revenue composition and market competition, generally maintaining a range of 8%-15% over the years [3] Group 3: Key Projects - The Tibet Zabuye lithium carbonate project aims for an annual production of 9,600 tons of battery-grade lithium carbonate and is currently in trial operation [4] - The Inner Mongolia New Material ethylene glycol project is in trial production, with a sales contract signed with Shaanxi Coal Group [5] - The POE amplification technology development project, with a funding of 16 million yuan, aims to enhance the company's technological reserves and expand the POE engineering market [5] Group 4: Market Value Management - The company is developing a market value management system, monitoring key indicators such as market value, price-to-earnings ratio, and price-to-book ratio [6] - The company has consistently distributed over 30% of its annual distributable profits as cash dividends over the past three years, with a cash dividend distribution of 106 million yuan in June 2025 [7]