| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 001316 | 润贝航科 | 34.37 | 3.06% | 3.19万 | | 1.09亿 | | 002986 | 宇新股份 | 13.30 | 2.39% | 34.31万 | | 4.59 Z | | 300839 | 博汇股份 | 12.89 | 1.74% | 13.31万 | | 1.67亿 | | 000637 | 成化实化 | 4.22 | 1.44% | ﺎ 11.25万 | | 4716.05万 | | 603223 | 恒通股份 | 9.97 | 1.32% | 7.89万 | | 7847.07万 | | 603798 | 康普顿 | 11.69 | 1.21% | 4.68万 | | 5460.44万 | | 002476 | 宝莫股份 | 4.78 | 0.84% | 9.82万 | | 4677.21万 | | 000985 | 大庆华科 | 18.81 | 0.80% | 1.29万 | | 24 ...

Group 1 - The stock price of Taishan Petroleum (000554) closed at 6.75 yuan on August 1, 2025, down 2.03% from the previous week's closing price of 6.89 yuan [1] - The highest intraday price for Taishan Petroleum on July 30 was 7.1 yuan, while the lowest intraday price on August 1 was 6.7 yuan [1] - The current total market capitalization of Taishan Petroleum is 3.245 billion yuan, ranking 24th out of 30 in the refining and trading sector and 4236th out of 5149 in the A-share market [1] Group 2 - As of July 31, 2025, the number of shareholders in Taishan Petroleum decreased by 2188, representing a reduction of 4.3% [2] - The total number of shareholders is now 48,700, with the average number of shares held per shareholder increasing from 9456 to 9882 [2] - The average market value of shares held per shareholder is 66,300 yuan [2]

证券之星消息，8月1日炼化及贸易板块较上一交易日下跌3.58%，中国石化领跌。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。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) | | --- | --- | --- | --- | --- | --- | | 002986 | 宇新股份 | 12.99 | 8.70% | 20.79万 | 2.62亿 | | 300839 | 博汇股份 | 12.67 | 3.68% | 16.72万 | 2.10亿 | | 000637 | 茂化实华 | 4.16 | 1.96% | 10.94万 | 4522.27万 | | 002408 | 齐翔腾达 | 5.11 | 1.39% | - 36.43万 | 1.86亿 | | 000985 | 大庆华科 | 18.66 | 1.08% | 1.38万 | 2564.38万 | | 603223 | 恒通股份 | 9.84 | 0.92% | 5.22万 | 5121.55万 | | 603798 | 康普顿 ...

Group 1 - Jiejia Weichuang expects a net profit of 1.7 billion to 1.96 billion yuan for the first half of 2025, representing a year-on-year increase of 38.65% to 59.85% [1] - Micron Biotech's CS231295 clinical trial application has been approved by the FDA for treating advanced solid tumors [1] - Sinopec anticipates a net profit of 20.1 billion to 21.6 billion yuan for the first half of 2025, a decrease of 39.5% to 43.7% year-on-year [2] Group 2 - High Energy Environment has obtained a loan commitment letter from a financial institution for share repurchase [2] - Electric Power Investment Energy received a warning letter from the Inner Mongolia Securities Regulatory Bureau for inadequate disclosure in its semi-annual report [3] - Zhejiang University Net New won a bid for an intelligent engineering project worth 94.2712 million yuan [5] Group 3 - Daodaoquan reported a net profit of 181 million yuan for the first half of 2025, a year-on-year increase of 563.15% [8] - New Light Optoelectronics expects a net loss of 19 million to 23 million yuan for the first half of 2025 [9] - Aihua Pharmaceutical's two probiotic powder registration applications have been accepted [10] Group 4 - Xinhui Electric's subsidiary signed a product sales framework contract for commercial and household robots [11] - Baida Precision Engineering's subsidiary obtained 134,500 square meters of industrial land use rights [12] - Haiyang Technology's chief engineer resigned for personal reasons [13] Group 5 - Tianhe Magnetic Materials received a project filing notice for a 12,000-ton magnetic material deep processing project [22] - Wanlima is the pre-selected unit for a procurement project worth 43.835 million yuan from China Southern Airlines [24] - Yipin Hong's subsidiaries obtained two drug registration certificates [25] Group 6 - Zhejiang Jiaoke's subsidiary signed new construction projects worth 4.783 billion yuan in the second quarter [27] - Shenglan Co. received approval for issuing convertible bonds [29] - Jimi Technology expects a net profit of 88.6622 million yuan for the first half of 2025, a year-on-year increase of 2062.33% [31] Group 7 - Dingtong Technology reported a net profit of 115 million yuan for the first half of 2025, a year-on-year increase of 134.06% [32] - Huaheng Biological is planning to list on the Hong Kong Stock Exchange [34] - Yuntian Lihui submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [36] Group 8 - Nanchip Technology expects a net profit of 108.8 million to 133.1 million yuan for the first half of 2025, a decrease of 35.09% to 47.03% year-on-year [43] - Anglikang's Mesobam injection has received a drug registration certificate [44] - Jida Zhengyuan's shareholder plans to reduce their stake by up to 0.998% [45]

Market Overview - The refining and trading sector experienced a decline of 0.7% on July 31, with Qixiang Tengda leading the drop [1] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] Stock Performance - Notable stock performances included: - Unification Holdings (600506) closed at 19.62, up 1.13% with a trading volume of 83,300 shares and a turnover of 164 million yuan [1] - Bohai Chemical (600800) closed at 4.02, up 0.50% with a trading volume of 365,100 shares [1] - China Petroleum (601857) closed at 8.87, down 0.11% with a trading volume of 1,751,300 shares and a turnover of 1.548 billion yuan [1] - Qixiang Tengda (002408) closed at 5.04, down 5.26% with a trading volume of 565,300 shares and a turnover of 288 million yuan [2] Capital Flow - The refining and trading sector saw a net inflow of 11.88 million yuan from institutional investors, while retail investors experienced a net outflow of 55.74 million yuan [2] - Major stocks with significant capital flow included: - China Petroleum had a net inflow of 1.44 billion yuan from institutional investors, but a net outflow of 90.02 million yuan from retail investors [3] - China Sinopec (600028) had a net inflow of 117 million yuan from institutional investors, with a net outflow of 67.65 million yuan from retail investors [3]

Group 1 - The A-share market indices weakened, with the petrochemical sector experiencing a correction after a recent surge, as the petrochemical ETF (159731) fluctuated at low levels, dropping approximately 2.5% during the session [1] - The current "anti-involution" trading phase is entering a technical correction, transitioning from emotion-driven to fundamental pricing, with future focus shifting to the realization of industrial policies, sustainability of spot price transmission, and substantial changes in supply-demand structure [1] - The petrochemical ETF (159731) closely tracks the CSI Petrochemical Industry Index, with its top three sectors being refining and trading (28.9%), chemical products (22.8%), and agricultural chemicals (19.1%), which are expected to benefit from policies aimed at anti-involution, structural adjustments, and the elimination of outdated production capacity [1]

证券之星消息，7月30日炼化及贸易板块较上一交易日上涨1.87%，宝利国际领涨。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 300135 | 宝利国际 | 4.57 | 6.28% | 110.25万 | | 4.97亿 | | 002221 | 东华能源 | 10.35 | 4.86% | 48.71万 | | 4.98亿 | | 600346 | 恒力石化 | 16.10 | 3.67% | 35.82万 | | 5.77亿 | | 601233 | 桐昆股份 | 12.82 | 3.47% | 1 61.77万 | | 7.90亿 | | 002493 | 荣盛石化 | 9.59 | 3.12% | 52.44万 | | 5.04亿 | | 600028 | 中国石化 | 6.01 | 1.86% | 156.05万 | | 9.36亿 | ...

Group 1 - The three major stock indices opened lower on July 30, with the Shanghai Composite Index down 0.04%, the Shenzhen Component down 0.23%, and the ChiNext down 0.45% [1] - The Petrochemical ETF (159731) opened high and rose over 0.8%, with leading stocks including Hualu Hengsheng, Yuntianhua, and Wanhua Chemical [1] - According to Industrial Securities, since May, the intensity of industry rotation has continued to converge, with the "technology growth industry trend" and "undervalued cyclical recovery" becoming the two main lines of market consensus [1] Group 2 - The mid-year report indicates clear signs of prosperity, with high growth industries mainly concentrated in AI and resource products [1] - Margin financing has seen over 10 billion yuan inflow for five consecutive weeks, primarily into technology growth sectors, actively participating in the cyclical market [1] - The Petrochemical ETF (159731) closely tracks the CSI Petrochemical Industry Index, with the top three industries being refining and trading (28.9%), chemical products (22.8%), and agricultural chemicals (19.1%), expected to benefit from policies aimed at reducing competition, restructuring, and eliminating outdated production capacity [1]

证券之星消息，7月29日炼化及贸易板块较上一交易日上涨1.03%，中国石油领涨。当日上证指数报收 于3609.71，上涨0.33%。深证成指报收于11289.41，上涨0.64%。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4.01亿元，游资资金净流入1.73亿元，散户资 金净流入2.28亿元。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。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601857 | 中国石油 | 8.72 | 1.87% | 163.96万 | 14.21亿 | | 603353 | 和顺石油 | 16.74 | 0.97% | 4.12万 | 6862.39万 | | 600688 | 上海石化 | 2.93 | 0.69% | 32.66万 | 9502.73万 | | 002408 | 齐翔腾达 | 5.37 | 0. ...

Summary of Key Points Core Viewpoint - Heshun Petroleum (603353) has seen a slight increase in stock price, closing at 16.46 yuan, reflecting a 0.98% rise from the previous week, with a total market capitalization of 2.854 billion yuan as of July 11, 2025 [1]. Company Announcements - Heshun Petroleum announced a plan to repurchase and cancel 1,488,000 restricted stocks due to not meeting the performance assessment target for the first unlock period, affecting 96 incentive recipients. The repurchase price is set at 9.24 yuan per share plus bank deposit interest, with the cancellation date scheduled for July 14, 2025. Post-cancellation, the total share capital will decrease from 173,394,000 shares to 171,906,000 shares [1][3]. - The company also disclosed that its Chief Financial Officer, Ms. Yu Meiling, plans to reduce her holdings by up to 41,250 shares through centralized bidding from August 4, 2025, to November 3, 2025. The selling price will be determined based on market conditions, and she has committed to not transferring more than 25% of her total holdings annually while serving as a senior executive [1][3].