Workflow
油品石化贸易
icon
Search documents
广汇能源涨2.04%,成交额6.51亿元,主力资金净流入4986.86万元
Xin Lang Cai Jing· 2025-08-26 05:37
8月26日,广汇能源盘中上涨2.04%,截至13:08,报5.51元/股,成交6.51亿元,换手率1.87%,总市值 352.20亿元。 资金流向方面,主力资金净流入4986.86万元,特大单买入1.59亿元,占比24.42%,卖出9416.92万元, 占比14.47%;大单买入1.28亿元,占比19.63%,卖出1.43亿元,占比21.92%。 分红方面,广汇能源A股上市后累计派现183.58亿元。近三年,累计派现137.20亿元。 机构持仓方面,截止2025年3月31日,广汇能源十大流通股东中,睿远成长价值混合A(007119)位居 第二大流通股东,持股1.46亿股,相比上期减少910.16万股。香港中央结算有限公司位居第四大流通股 东,持股9212.14万股,相比上期增加1307.33万股。华泰柏瑞上证红利ETF(510880)位居第五大流通 股东,持股7379.15万股,相比上期增加64.12万股。 责任编辑:小浪快报 资料显示,广汇能源股份有限公司位于新疆维吾尔自治区乌鲁木齐市新华北路165号中天广场27层,成 立日期1999年4月10日,上市日期2000年5月26日,公司主营业务涉及以LNG、煤炭 ...
行业点评报告:2024年化工板块增收减利,2025年Q1龙头公司业绩率先增长
KAIYUAN SECURITIES· 2025-05-05 15:19
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]