10月9日，滨化股份涨5.07%，截至发稿，报4.35元/股，成交9303.19万元，换手率1.07%，总市值89.47 亿元。 广发国证2000ETF（159907）成立日期2011年6月3日，最新规模1.68亿。今年以来收益30.7%，同类排 名1864/4221；近一年收益43.01%，同类排名1159/3848；成立以来收益82.05%。 广发国证2000ETF（159907）基金经理为霍华明。 截至发稿，霍华明累计任职时间8年175天，现任基金资产总规模622.98亿元，任职期间最佳基金回报 82.5%， 任职期间最差基金回报-23.77%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，滨化集团股份有限公司位于山东省滨州市黄河五路869号，成立日期1998年5月21日，上市日 期2010年2月23日，公司主营业务涉及有机、无机化工产品的生产、加工与销售。主营业务收入构成 为：其他56.57%，环氧丙烷22.48%，烧碱15.12 ...

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 巴菲特重仓股西方石油大跌。 当地时间10月2日，西方石油股价大跌。当天盘前，西方石油股价一度涨超2%，但美股开盘后，公司股 价快速下挫，一度跌超8%。截至收盘，公司股价跌7.31%，报44.23美元/股。 消息面上，10月2日美股盘前，西方石油以及巴菲特旗下伯克希尔·哈撒韦公司共同发布声明，宣布伯克 希尔将以全现金交易方式收购西方石油旗下化工业务子公司OxyChem，交易金额为97亿美元。 值得注意的是，伯克希尔是西方石油公司的最大股东，目前持有该公司约27%的流通股。西方石油也是伯 克希尔第7大重仓股。 据CNBC报道，巴菲特首次涉足西方石油事务是在2019年，当时他承诺提供100亿美元资金，为西方石油 收购Anadarko Petroleum提供财务支持，作为回报，他获得了西方石油的优先股及普通股认购权证。 Vicki Hollub表示，随着西方石油现金状况改善，公司将于2029年开始赎回伯克希尔持有的优先股。目 前，西方石油需向伯克希尔持有的优先股支付8%的股息。 来源：证券时报 对于这笔交易 ...

巴菲特重仓股西方石油大跌。 当地时间10月2日，西方石油股价大跌。当天盘前，西方石油股价一度涨超2%，但美股开盘后，公司股价快速下挫，一度跌超8%。截至收盘，公司股价 跌7.31%，报44.23美元/股。 消息面上，10月2日美股盘前，西方石油以及巴菲特旗下伯克希尔·哈撒韦公司共同发布声明，宣布伯克希尔将以全现金交易方式收购西方石油旗下化工业 务子公司OxyChem，交易金额为97亿美元。 对于这笔交易，市场分析认为，OxyChem的下游应用场景与 伯克希尔 旗下其他业务形成互补，且化工行业的周期性特征符合巴菲特"在低价时买入优质 资产"的标准。而对于西方石油来说，出售OxyChem可能会在未来几年拖累 公司 自由现金流的增长。此外，还有分析师认为，这笔交易的价格偏低，此 前估值约为120亿美元。 资料显示，OxyChem是全球大宗商品化工产品制造商，产品广泛应用于水处理、制药、医疗健康以及商业与住宅开发领域。今年8月，西方石油将 OxyChem的全年税前收益指引下调约15%，至8亿美元至9亿美元区间，原因是主要产品的市场供应过剩。 "此次交易将增强我们的财务实力，并为我们释放过去十年在油气业务领域积累的重大 ...

【导读】国林科技拟以现金购买凯涟捷91.07%股权，构成重大资产重组，但股票不停牌 9月29日晚间，国林科技（证券代码：300786）公告称，正在筹划以现金方式购买新疆凯涟捷石化有限公司（以下简称凯涟捷）91.07%股权。本次交易完 成后，公司将取得凯涟捷的控制权。本次交易预计构成重大资产重组。 国林科技表示，本次交易不涉及发行股份，不构成关联交易，也不会导致公司控股股东和实际控制人发生变更。同时，根据《上市公司股票停复牌规则》 《深圳证券交易所上市公司自律监管指引第6号——停复牌》的相关规定，本次筹划事项公司股票不停牌。 瞄准产业链协同 拟并购上游企业 根据公告，近日，国林科技与银邦海外化学企业有限公司（以下简称银邦化学）签署了《框架协议》，国林科技拟以自有资金并结合银行并购贷款等方式 筹集资金，从银邦化学手中购买凯涟捷91.07%的股权。 本次交易后，银邦化学不再持有凯涟捷股份，凯涟捷将成为国林科技的控股子公司。 资料显示，凯涟捷成立于2005年8月，经营范围包括顺丁烯二酸酐（顺酐）及液化气的生产和销售。 截至公告披露日，凯涟捷共有2名股东，除了银邦化学持股91.07%外，另一股东新疆轮园投资开发建设有限 ...

近日，在2025福布斯中国最佳雇主系列评选中，艺康集团荣获"中国年度最佳ESG实践雇主"称号。 进入第五个年头的福布斯中国最佳雇主奖项，旨在表彰那些在企业社会责任、环境保护、员工发展等领域持续创新、用心关怀的企业。评选涵盖战略与组 织、产品创新、合作共赢、收益分配与风险管理、数智化、运营与流程优化六大维度。 据福布斯中国介绍，本次评选活动前后历时4个月，征集了数百家企业样本，并邀请各领域专家学者从多元化维度对企业进行评估审视，从而保证评选的独 立性与专业性。 艺康ESG战略：每一天的行动指南 艺康集团获得MSCI（明晟）ESG评级最高级别AAA级；在水安全方面连续第六年、在气候变化应对方面连续第四年获得CDP双A评级。在大中华区，艺康 凭借在水资源管理、气候行动和供应链韧性方面的卓越表现，连续两年入选《财富》中国ESG影响力榜单，艺康以"绿色技术+数字化转型"应对ESG挑战的 实践，成为企业在复杂变局中兼顾商业价值与社会责任的典范。 正如艺康集团执行副总裁兼大中华区总裁孔听云女士所说："面对本土企业对提升盈利能力与资源效率的迫切需求，艺康大中华区团队再次证明，我们能在 自身业务中同步实现卓越绩效与积极影响，并 ...

Group 1 - The core viewpoint of the news is that Shilong Industrial experienced a decline in stock price, with a drop of 5.02% to 9.47 CNY per share, and a total market capitalization of 2.273 billion CNY [1] - Shilong Industrial, established on December 2, 2003, and listed on March 19, 2015, is primarily engaged in the research, production, and sales of chemical products, including AC foaming agents, thionyl chloride, and chlor-alkali products [1] - The revenue composition of Shilong Industrial includes AC series products at 58.76%, chlor-alkali series products at 28.73%, thionyl chloride series products at 5.40%, intermediates for medicine and pesticides at 3.30%, new material additives at 3.18%, other products at 0.46%, and steam at 0.16% [1] Group 2 - From the perspective of the top ten circulating shareholders, a fund under China Merchants Fund has entered the top ten shareholders of Shilong Industrial, holding 1.5929 million shares, which accounts for 0.66% of the circulating shares [2] - The newly entered fund, China Merchants Quantitative Selected Stock A (001917), has a current scale of 2.765 billion CNY and has achieved a return of 40.52% this year, ranking 986 out of 4222 in its category [2] - The fund has a one-year return of 81.9%, ranking 1007 out of 3804, and a cumulative return since inception of 277.18% [2]

Market Performance - The three major indices collectively rose on September 16, with the Shenzhen Component Index increasing by 0.45%, the Shanghai Composite Index by 0.04%, and the ChiNext Index showing the largest gain of 0.68% [1] - The Shanxi sector experienced an overall upward trend, influenced by the market, with an increase of 0.90% [1] Company Highlights - Yangmei Chemical (stock code: 600691) reached its daily limit with a rise of 9.94% [2] - Kuaijingtong (stock code: 002640) also showed significant performance, increasing by 7.49% compared to the previous trading day [2] - Shanxi Coal (stock code: 000983) has seen a cumulative increase of 5.87% over four consecutive days [2] Yangmei Chemical - Yangmei Chemical, established on November 19, 1993, is set to change its name to Shanxi Lu'an Chemical Technology Co., Ltd. on September 1, 2025, with the stock abbreviation changing to "Lu Hua Technology" on September 17, 2025 [3] - The company specializes in the production and sales of chemical products, including urea, propylene, and ion membrane caustic soda [3] - Yangmei Chemical focuses on high-end, intelligent, green, and service-oriented industrial development, enhancing resource allocation and technological innovation to strengthen its core competitiveness [3] Kuaijingtong - Kuaijingtong, originally founded in 1995 as a clothing retail business, transitioned into cross-border e-commerce in July 2014 after a major asset restructuring [4] - The company has become a leading cross-border e-commerce entity in the A-share market, offering a variety of products including 3C electronics, clothing, and beauty products to over 200 countries and regions globally [4] Shanxi Coal - Shanxi Coal, part of the Xishan Coal Electricity Group, is the largest coking coal production base in China, with a focus on coal production, sales, and processing [5] - The company has strategic partnerships with well-known enterprises such as Baosteel and Huaneng International, with its products sold across more than 20 provinces in China and exported to countries like Japan and Germany [5] - Recently, Shanxi Coal announced the resumption of production at its Shuiyu Coal Mine following a safety incident, effective from September 12 [5]

Group 1 - The core viewpoint of the news is that SeLong Industrial experienced a stock price increase of 5.54%, reaching 10.29 CNY per share, with a trading volume of 1.26 billion CNY and a turnover rate of 5.38%, resulting in a total market capitalization of 24.70 billion CNY [1] - SeLong Industrial, established on December 2, 2003, and listed on March 19, 2015, is located in the industrial park of LePing City, Jingdezhen, Jiangxi Province. The company specializes in the research, production, and sales of chemical products, including AC foaming agents, thionyl chloride, and chlor-alkali products [1] - The revenue composition of SeLong Industrial includes AC series products at 58.76%, chlor-alkali series products at 28.73%, thionyl chloride series products at 5.40%, intermediates for medicine and pesticides at 3.30%, new material additives at 3.18%, other products at 0.46%, and steam at 0.16% [1] Group 2 - From the perspective of the top ten circulating shareholders, a fund under China Merchants Fund has entered the top ten shareholders of SeLong Industrial. The fund, China Merchants Quantitative Selected Stock Initiation A (001917), newly acquired 1.5929 million shares, accounting for 0.66% of the circulating shares, with an estimated floating profit of approximately 860,200 CNY [2] - The China Merchants Quantitative Selected Stock Initiation A (001917) fund was established on March 15, 2016, with a current scale of 27.65 billion CNY. Year-to-date returns are 38.64%, ranking 883 out of 4222 in its category; the one-year return is 76.85%, ranking 948 out of 3800; and since inception, the return is 272.12% [2]

Group 1 - The core point of the news is that SeLong Industrial experienced a decline of 5.08% in its stock price, reaching 9.72 CNY per share, with a trading volume of 422 million CNY and a turnover rate of 16.17%, resulting in a total market capitalization of 2.333 billion CNY [1] - SeLong Industrial, established on December 2, 2003, and listed on March 19, 2015, is located in the Jingdezhen City, Jiangxi Province, and specializes in the research, production, and sales of chemical products including AC foaming agents, thionyl chloride, and chlor-alkali [1] - The revenue composition of SeLong Industrial includes AC series products at 58.76%, chlor-alkali series products at 28.73%, thionyl chloride series products at 5.40%, intermediates for medicine and agriculture at 3.30%, new material additives at 3.18%, other products at 0.46%, and steam at 0.16% [1] Group 2 - From the perspective of the top ten circulating shareholders, a fund under China Merchants Fund has entered the top ten shareholders of SeLong Industrial, holding 1.5929 million shares, which accounts for 0.66% of the circulating shares [2] - The China Merchants Quantitative Selected Stock Fund A (001917) was newly included in the top ten circulating shareholders in the second quarter, with an estimated floating loss of approximately 828,300 CNY today [2] - The fund, established on March 15, 2016, has a latest scale of 2.765 billion CNY, with a year-to-date return of 38.3% and a one-year return of 75.85%, ranking 710 out of 4222 and 914 out of 3798 respectively [2]

Group 1 - The company held its 22nd meeting of the 8th Board of Directors on September 4, 2025, to discuss various investment proposals [2][5][30] - The Board approved the establishment of a subsidiary, Dongying Shenghua Lida Technology Co., Ltd., to invest in a 53,000 tons/year calcium chloride project with a total investment of 25 million yuan [26][29] - The project is expected to have an annual output value of approximately 23.57 million yuan and an estimated profit of 4.87 million yuan after reaching full production [29] Group 2 - The company also approved the signing of an investment cooperation agreement with Tengzhou Tianshui Biotechnology Co., Ltd. to establish a joint venture, Jining Shengying Chemical Products Trading Co., Ltd., with a registered capital of 6 million yuan [36][37] - The company plans to use raised funds to replace pre-invested self-raised funds and expenses related to the issuance of shares, which complies with relevant regulations [73][76] - The company has proposed to reappoint Lixin Certified Public Accountants as the auditing firm for the year 2025, pending approval from the shareholders' meeting [81][92]