资料显示，深圳市广聚能源股份有限公司位于广东省深圳市南山区海德三道天利中央商务广场22楼，成 立日期1999年2月18日，上市日期2000年7月24日，公司主营业务涉及成品油批发零售及仓储、土地及物 业租赁、化工贸易,以及证券投资、电力企业等股权投资。主营业务收入构成为：成品油业务93.32%， 其他业务4.72%，危化品业务1.95%。 广聚能源所属申万行业为：石油石化-炼化及贸易-油品石化贸易。所属概念板块包括：油气改革、小 盘、深圳国资、国资改革、广东国资等。 截至6月30日，广聚能源股东户数3.68万，较上期增加80.30%；人均流通股13891股，较上期减少 44.54%。2025年1月-6月，广聚能源实现营业收入6.91亿元，同比减少33.99%；归母净利润932.54万元， 同比减少58.35%。 分红方面，广聚能源A股上市后累计派现11.55亿元。近三年，累计派现8448.00万元。 机构持仓方面，截止2025年6月30日，广聚能源十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股486.42万股，相比上期减少2264.97万股。 10月10日，广聚能源盘中上涨2.03%，截至11 ...

9月24日，广聚能源盘中上涨2.06%，截至14:20，报11.42元/股，成交6144.84万元，换手率1.06%，总市 值60.30亿元。 资金流向方面，主力资金净流入927.34万元，特大单买入128.68万元，占比2.09%，卖出0.00元，占比 0.00%；大单买入1727.24万元，占比28.11%，卖出928.58万元，占比15.11%。 广聚能源今年以来股价跌6.28%，近5个交易日跌2.81%，近20日跌4.91%，近60日跌12.19%。 今年以来广聚能源已经8次登上龙虎榜，最近一次登上龙虎榜为5月29日，当日龙虎榜净买入-9772.14万 元；买入总计6554.40万元 ，占总成交额比10.27%；卖出总计1.63亿元 ，占总成交额比25.59%。 资料显示，深圳市广聚能源股份有限公司位于广东省深圳市南山区海德三道天利中央商务广场22楼，成 立日期1999年2月18日，上市日期2000年7月24日，公司主营业务涉及成品油批发零售及仓储、土地及物 业租赁、化工贸易,以及证券投资、电力企业等股权投资。主营业务收入构成为：成品油业务93.32%， 其他业务4.72%，危化品业务1.95%。 广 ...

Company Overview - Taishan Petroleum, established on March 17, 1993, and listed on December 15, 1993, is located at 369 Dongyue Street, Tai'an, Shandong Province. The company primarily engages in the wholesale and retail of refined oil, vehicle natural gas refueling, and non-oil businesses. The revenue composition is as follows: gasoline 67.52%, diesel 24.74%, others 4.26%, and natural gas 3.48% [1][2]. Stock Performance - As of September 18, Taishan Petroleum's stock price decreased by 2.03%, trading at 6.77 CNY per share, with a total market capitalization of 3.255 billion CNY. The trading volume was 110 million CNY, with a turnover rate of 4.43% [1]. - Year-to-date, the stock price has increased by 15.61%, but it has seen declines of 3.01% over the last five trading days, 5.58% over the last 20 days, and 3.56% over the last 60 days [1]. Capital Flow - The net outflow of main funds was 7.6533 million CNY, with large orders showing a buy of 17.1724 million CNY (15.67% of total) and a sell of 21.1152 million CNY (19.26% of total). Notably, there was a significant net buy of 6184.81 million CNY on the last appearance on the trading leaderboard on June 24, 2023 [1]. Financial Performance - For the first half of 2025, Taishan Petroleum reported a revenue of 1.588 billion CNY, a year-on-year decrease of 5.62%. However, the net profit attributable to shareholders increased by 154.61% to 91.4657 million CNY [2]. - The company has distributed a total of 499 million CNY in dividends since its A-share listing, with 68.2727 million CNY distributed over the past three years [2]. Shareholder Information - As of September 10, the number of shareholders for Taishan Petroleum was 46,400, an increase of 2.88% from the previous period. The average circulating shares per person decreased by 2.80% to 7,822 shares [2].

Core Viewpoint - Guanghui Energy's stock has shown fluctuations with a recent increase of 2.04%, while the company has experienced a year-to-date decline of 9.94% in stock price [1] Financial Performance - For the period from January to March 2025, Guanghui Energy reported a revenue of 8.902 billion yuan, representing a year-on-year decrease of 11.34%, and a net profit attributable to shareholders of 694 million yuan, down 14.07% year-on-year [2] - Cumulative cash dividends paid by Guanghui Energy since its A-share listing amount to 18.358 billion yuan, with 13.720 billion yuan distributed over the last three years [3] Shareholder Information - As of July 31, 2025, the number of shareholders for Guanghui Energy reached 201,100, an increase of 0.76% from the previous period, while the average circulating shares per person decreased by 2.35% to 31,787 shares [2] - The second-largest circulating shareholder is Ruiyuan Growth Value Mixed A, holding 146 million shares, which is a decrease of 9.1016 million shares compared to the previous period [3] Market Activity - As of August 26, 2025, Guanghui Energy's stock price was 5.51 yuan per share, with a trading volume of 6.51 billion yuan and a turnover rate of 1.87%, resulting in a total market capitalization of 35.22 billion yuan [1] - The net inflow of main funds was 49.8686 million yuan, with significant buying activity from large orders [1]

Investment Rating - The investment rating for the basic chemical industry is "Positive (Maintain)" [1] Core Insights - The basic chemical industry achieved a revenue of 23,219.8 billion yuan in 2024, with a year-on-year increase of 3.2%, but a net profit attributable to shareholders of 1,185.6 billion yuan, reflecting a year-on-year decrease of 6.2% [6][35] - In Q1 2025, the industry reported a revenue of 5,602.8 billion yuan, a year-on-year increase of 5.8%, and a net profit of 369.7 billion yuan, which is an increase of 11.8% year-on-year [6][35] - The profitability of the industry showed a sales gross margin of 17.2% in Q1 2025, with a net profit margin of 0.1% [6][35] Summary by Sections Industry Overview - The chemical raw materials and chemical products manufacturing industry saw a revenue of 91,986.4 billion yuan in 2024, with a cumulative year-on-year increase of 4.2%, while total profits decreased by 8.6% [5][26] - Fixed asset investment in the industry increased by 8.6% year-on-year, but the growth rate declined by 4.8 percentage points [5][26] Q1 Performance - In Q1 2025, the basic chemical sector experienced revenue growth, with a year-on-year increase of 5.8% and a net profit increase of 11.8% [6][35] - The sales gross margin for Q1 2025 was 17.2%, reflecting a slight decrease year-on-year but an increase compared to the previous quarter [6][35] Sub-industry Analysis - In 2024, the chlor-alkali and textile chemical products sub-industries showed significant profit growth, with chlor-alkali achieving a net profit growth of 262.8% [40][41] - For Q1 2025, the chlor-alkali sub-industry continued to lead with a net profit growth of 132.2% [41] Key Company Tracking - Major companies in the basic chemical sector, such as Wanhua Chemical and Hualu Hengsheng, reported significant net profit growth in 2024, with many companies experiencing a decrease in capital expenditures [5][6][35]