炼焦和核燃料加工业

Search documents
恒力石化9月30日现1笔大宗交易 总成交金额2亿元 溢价率为0.00%
Xin Lang Cai Jing· 2025-09-30 10:15
责任编辑:小浪快报 进一步统计,近3个月内该股累计发生9笔大宗交易,合计成交金额为15.51亿元。该股近5个交易日累计 上涨4.64%,主力资金合计净流入1.01亿元。 9月30日,恒力石化收涨0.82%,收盘价为17.14元,发生1笔大宗交易,合计成交量1166.73万股,成交 金额2亿元。 第1笔成交价格为17.14元,成交1,166.73万股,成交金额19,997.75万元,溢价率为0.00%,买方营业部为 中邮证券有限责任公司辽宁分公司,卖方营业部为华泰证券股份有限公司上海分公司。 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! ...
大庆华科龙虎榜:营业部净卖出3053.15万元
Zheng Quan Shi Bao Wang· 2025-09-30 08:50
| 买/卖 | 会员营业部名称 | 买入金额(万元) | 卖出金额(万元) | | --- | --- | --- | --- | | 买一 | 国新证券股份有限公司北京中关村大街证券营业部 | 983.31 | 0.00 | | 买二 | 西部证券股份有限公司上海世纪大道证券营业部 | 979.81 | 0.00 | | 买三 | 联储证券股份有限公司杭州西湖桃源岭证券营业部 | 858.78 | 0.00 | | 买四 | 开源证券股份有限公司西安阎良人民路证券营业部 | 799.79 | 0.00 | | 买五 | 华鑫证券有限责任公司上海虬江路证券营业部 | 627.00 | 0.00 | | 卖一 | 华鑫证券有限责任公司深圳益田路证券营业部 | 494.50 | 1956.68 | | 卖二 | 国泰海通证券股份有限公司深圳滨河大道证券营业部 | 1.82 | 1575.46 | | 卖三 | 华鑫证券有限责任公司上海陆家嘴证券营业部 | 93.50 | 1546.80 | | 卖四 | 国泰海通证券股份有限公司成都北一环路证券营业部 | 2.32 | 1522.05 | | 卖五 | 华鑫证券有 ...
永安期货沥青早报-20250930
Yong An Qi Huo· 2025-09-30 01:05
īs 沥青早报 | | | | | | | | HIST. LA HOLO FARS ALAA | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 指标 | 8/29 | 9/19 | 9/25 | 9/26 | 9/29 | 日度变化 | 周度变化 | | | BU主力合约 | 3507 | 3421 | 3440 | 3450 | 3466 | 16 | 45 | | | BU10 | 3507 | 3420 | 3460 | 3469 | | 16 | ર | | | | | | | | 3485 | | | | | BU11 | 3489 | 3421 | 3440 | 3450 | 3466 | 16 | 45 | | | BU12 | 3433 | 3374 | 3382 | 3412 | 3418 | 6 | 44 | | 播 | BU01 | 3399 | 3353 | 3360 | 3396 | 3402 | 6 | 49 | | | | | | | | | 7 | | | | BU03 | 3408 | 336 ...
恒力石化控股股东一致行动人部分股份质押及解质
Xin Lang Cai Jing· 2025-09-29 07:40
Group 1 - The controlling shareholder, Hengli Group, and its concerted parties hold a total of 5.311 billion shares, accounting for 75.45% of the total shares [1] - A total of 1.790 billion shares have been pledged, representing 33.71% of their holdings and 25.43% of the total share capital [1] - Hengneng Investment holds 1.498 billion shares, which is 21.29% of the total, with 0.622 billion shares pledged [1] Group 2 - On September 25, Hengneng Investment pledged 53 million shares to CITIC Bank Suzhou Branch for liquidity purposes [1] - On September 26, 68 million shares were released from pledge [1] - Hengneng Investment has a good credit rating, and the risks associated with this pledge are controllable, with no substantial impact on the company [1]
大庆华科股份有限公司2025年第二次临时股东会决议公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-09-27 00:45
Meeting Details - The meeting was held on September 26, 2025, at 14:30, with network voting available from 9:15 to 15:00 on the same day [4][5]. - The location of the meeting was the company's office building in Longfeng District, Daqing City [6]. - The meeting was conducted through a combination of on-site and online voting [7]. - The meeting was convened by the company's board of directors [8]. Attendance - A total of 38 shareholders attended the meeting, representing 82,552,800 shares, which is 63.6787% of the total voting shares [10]. - Among them, 2 shareholders attended in person, representing 82,320,600 shares (63.4996%), while 36 shareholders participated via online voting, representing 232,200 shares (0.1791%) [10][11]. - The attendance of minority shareholders was 36, representing 232,200 shares (0.1791%), all of which were through online voting [12]. Proposal Voting - The meeting adopted a combination of on-site and online voting for the proposals, with a special resolution requiring more than two-thirds approval from the attending shareholders [14]. - The legal opinion provided by the law firm confirmed that the meeting's procedures, attendance, and voting methods complied with relevant laws and regulations, making the resolutions valid [13]. Documentation - The resolutions from the shareholders' meeting were signed and stamped by the attending directors and the recorder [14]. - A legal opinion letter from Heilongjiang Siyang Law Firm regarding the meeting was also included in the documentation [14].
沥青:出货放缓,现货承压
Guo Tai Jun An Qi Huo· 2025-09-26 01:40
Report Industry Investment Rating - Not provided in the document Core View - The asphalt market shows signs of slow shipment and pressured spot prices. The production has increased, while the inventory situation varies by region, with some areas experiencing inventory accumulation and others seeing inventory reduction [15]. Summary by Relevant Catalogs Fundamental Tracking - **Futures Data**: For BU2511, the yesterday's closing price was 3,440 yuan/ton with a daily increase of 1.42%, and the overnight closing price remained unchanged. The trading volume was 175,377 lots with an increase of 22,435 lots, and the open interest was 197,649 lots with a decrease of 19,248 lots. For BU2512, the yesterday's closing price was 3,385 yuan/ton with a daily increase of 1.44%, and the overnight closing price was 3,386 yuan/ton with an increase of 0.03%. The trading volume was 53,804 lots with an increase of 2,649 lots, and the open interest was 88,522 lots with a decrease of 1,800 lots [1]. - **Warehouse Receipts**: The total warehouse receipts in the asphalt market were 55,980 lots with no change [1]. - **Spreads**: The basis (Shandong - 11) was 60 yuan/ton, a decrease of 48 yuan compared to the previous day. The 11 - 12 inter - period spread was 55 yuan/ton with no change. The Shandong - South China spread was 0 with no change, and the East China - South China spread was 60 yuan/ton with no change [1]. - **Spot Market**: The Shandong wholesale price was 3,500 yuan/ton with no change, and the Yangtze River Delta wholesale price was 3,560 yuan/ton with no change. The refinery operating rate was 49.88%, an increase of 2.66% compared to the previous data. The refinery inventory rate was 27.11%, an increase of 0.37% [1]. Trend Strength - The asphalt trend strength is 0, indicating a neutral view. The trend strength ranges from - 2 (most bearish) to 2 (most bullish) [10]. Market Information - **Production**: From September 19 - 25, 2025, the weekly total domestic asphalt production was 699,000 tons, a week - on - week increase of 12,000 tons (1.7%) and a year - on - year increase of 213,000 tons (43.8%). The cumulative production from January to September was 2.3536 billion tons, a year - on - year increase of 271.1 million tons (13.0%) [15]. - **Inventory**: As of September 25, 2025, the total inventory of 54 asphalt sample refinery warehouses was 704,000 tons, a 0.9% increase from September 22. The inventory in South China increased significantly due to typhoon - affected shipments and stagnant downstream demand. The total inventory of 104 social warehouses was 1.541 million tons, a 1.8% decrease from September 22. The social inventory in East China decreased significantly due to low inbound volume, pre - holiday stocking demand, and low prices [15].
俄罗斯传来利多 燃料油价格大涨
Qi Huo Ri Bao· 2025-09-25 00:21
在杨家明看来,相较于低硫燃料油,高硫燃料油有着更强的地缘属性。俄罗斯是全球主要的高硫燃料油 出口国。近年来,俄乌冲突以及美国和欧盟持续打击俄罗斯"影子油轮舰队"等事件都对其出口造成了较 大影响。尤其是今年5月以来,乌克兰持续袭击俄罗斯炼厂和港口,造成俄罗斯约5000万吨炼化产能受 损,影响燃料油产量约925万吨。相关数据显示,9月上半月俄罗斯石油制品总出口量降至194万桶/ 天,为2022年俄乌冲突爆发以来的最低值。 9月24日,国际油价持续上涨带动内盘燃料油期货价格同步上行。截至午盘收盘,主力2601合约上涨 3.70%,报2860元/吨;2510合约大涨5.45%,报2921元/吨。低硫燃料油主力2511合约收涨1.26%,报 3387元/吨。 市场人士表示,燃料油期货价格大幅波动是多因素共同作用的结果。 消息面上,据南华期货能源化工分析师凌川惠介绍,俄罗斯表示可能限制燃料油出口以保障国内供应, 同时美国总统特朗普近期的公开立场发生了明显转变,展现出对俄罗斯的不满。市场担忧俄罗斯原油供 应中断,国际油价和内盘原油系品种价格随之上涨。 光大期货能源化工分析师杜冰沁表示,8月至9月中旬,乌克兰的无人机袭击已导 ...
供需两端积极性提升 燃料油短期内偏多震荡为主
Jin Tou Wang· 2025-09-24 06:06
海关数据显示,8月中国保税船用燃料油进口量为48.96万吨,环比下跌23.88%,同比上涨38.77%;8月 中国保税船用油出口量为164.32万吨,环比上涨13%,同比上涨6.02%。 市场消息:俄罗斯考虑对燃料经销商实施柴油出口禁令,以应对袭击事件。 9月23日,上期所低硫燃料油期货仓库仓单10020吨,环比上个交易日持平;燃料油期货仓单97230吨, 环比上个交易日减少29910吨。 后市来看,燃料油期货行情将如何运行,相关机构观点汇总如下: 光大期货分析称,从基本面看,低硫燃料油市场结构维持当前水平,高硫燃料油市场短期仍有支撑。亚 洲高硫燃料油市场继续受到地区原料需求和中东夏季发电需求最后阶段的支撑。但高、低硫不断增长的 供应将在未来几周对市场基本面构成压力。短期来看,FU和LU基本面暂无明显单边驱动,中东地缘局 势扰动之下关注成本端原油的波动。 9月24日,国内期市能化板块多数飘红。其中,燃料油期货主力合约开盘报2797.00元/吨,今日盘中高 位震荡运行;截至午间收盘,燃料油主力最高触及2878.00元,下方探低2790.00元,涨幅达3.95%。 瑞达期货(002961)指出,地缘局势紧张与美国 ...
港股山东墨龙涨超8% A股涨停
Mei Ri Jing Ji Xin Wen· 2025-09-24 02:19
每经AI快讯,9月24日,港股山东墨龙(00568.HK)涨超8%,公司A股涨停。截至发稿,涨8.35%,报4.41 港元,成交额3.37亿港元。 ...
金融期货早评-20250923
Nan Hua Qi Huo· 2025-09-23 02:42
Industry Investment Ratings The report does not provide industry investment ratings. Core Views - The 7 - 8 months in Q3 show a complex macro - economic situation with economic slowdown pressure and policy counter - cyclical adjustment. The stock market is strong, and the commodity market is volatile. Overseas, the Fed's "preventive降息周期" has started, and future policies depend on employment and inflation [2]. - For the RMB exchange rate, it fluctuates around 7.10. The Fed faces challenges in formulating policies, and the RMB may not have a trend appreciation in the short term [3][4]. - The stock index is expected to continue to fluctuate in the short term due to a lack of super - expected information and approaching holidays [6]. - The bond market is expected to be volatile, and it is advisable to hold some long positions and take partial profits [7]. - The shipping index futures are expected to be volatile, and the 12 - contract can be considered for low - buying opportunities [9]. - In the non - ferrous metals market, copper is expected to be stable, aluminum is expected to be volatile and strong, zinc is expected to be weak after a rebound, nickel and stainless steel have limited downside space, tin is expected to be volatile, and lithium carbonate is expected to be volatile before the holiday [10][11][14][15][17][18]. - In the black metals market, steel prices are expected to be volatile with limited upside and downside, iron ore is expected to be volatile, and coal and coke are not recommended as short - positions in the black series [26][29][32]. - In the energy and chemical market, crude oil is expected to be weak in the medium - term, LPG short - positions can be gradually closed, PX - TA can be considered for cautious long - positions, MEG should be observed in the short term, methanol should hold short - put options, PP can be considered for long - positions at low prices, PE is expected to be volatile, pure benzene and styrene are expected to be affected by pre - holiday stocking, fuel oil follows the cost down, and asphalt is expected to be volatile and weak [36][39][45][47][50][53][54][56][57][61]. - In other markets, urea is expected to be volatile between 1650 - 1850, soda ash has a strong supply and weak demand pattern, glass lacks a clear trend, caustic soda's price is affected by various factors, and pulp is expected to be volatile [64][65][67]. Summary by Directory Financial Futures - **Macro**: Policy is the key variable. The economy shows a slowdown pressure, and policy counter - cyclical adjustment is in place. Overseas, the Fed's "preventive降息周期" has started [1][2]. - **RMB Exchange Rate**: It fluctuates around 7.10. The Fed's policy challenges affect the market, and the RMB may not appreciate in the short term [3][4]. - **Stock Index**: It is expected to be volatile due to a lack of information and approaching holidays [6]. - **Bond Market**: It is expected to be volatile, and long - positions can be partially held and profited [7]. - **Shipping Index Futures**: It is expected to be volatile, and the 12 - contract can be considered for low - buying [9]. Non - Ferrous Metals - **Copper**: It is expected to be stable and may fluctuate strongly around 80,000 yuan per ton due to supply and demand [10]. - **Aluminum Industry Chain**: Aluminum is expected to be volatile and strong after a short - term correction. Alumina is expected to be weak, and cast aluminum alloy is expected to be volatile at a high level [11][12]. - **Zinc**: It is expected to be weak after a rebound, with a supply surplus and general demand [13][14]. - **Nickel and Stainless Steel**: They have limited downside space due to concerns about the Indonesian nickel ore sanctions [15][16]. - **Tin**: It is expected to be volatile due to supply and demand [17]. - **Lithium Carbonate**: It is expected to be volatile between 72,000 - 76,000 yuan per ton before the holiday [18][19]. Black Metals - **Steel**: Steel prices are expected to be volatile with limited upside and downside due to supply, demand, and macro - policies [26]. - **Iron Ore**: It is expected to be volatile, and the market may return to fundamentals after the policy is not as expected [29]. - **Coking Coal and Coke**: They are not recommended as short - positions in the black series, and the market is affected by downstream replenishment and policies [32]. - **Silicon Iron and Manganese**: They can be considered for long - positions at low prices, with cost support and anti - involution expectations [33][34]. Energy and Chemicals - **Crude Oil**: It is expected to be weak in the medium - term due to supply and demand imbalances, although geopolitical risks provide some support [36][37]. - **LPG**: Short - positions can be gradually closed as the supply is controllable and the demand changes little [39]. - **PX - TA**: They can be considered for cautious long - positions, with supply and demand and processing fee issues [40][42]. - **MEG - Bottle Chip**: It should be observed in the short term, with limited supply elasticity and expected to be volatile [43][45]. - **Methanol**: Hold short - put options as the port contradiction is difficult to solve [47]. - **PP**: It can be considered for long - positions at low prices as the profit is compressed and the device operation needs attention [50]. - **PE**: It is expected to be volatile due to weak supply and demand and low valuation [53]. - **Pure Benzene and Styrene**: They are affected by pre - holiday stocking, and the market is expected to be volatile [54][56]. - **Fuel Oil**: It follows the cost down, and it is advisable to observe in the short term [57]. - **Low - Sulfur Fuel Oil**: Its cracking is weak, and the market is currently soft [59]. - **Asphalt**: It is expected to be volatile and weak, with supply growth and demand affected by weather [61]. Others - **Urea**: It is expected to be volatile between 1650 - 1850, with supply and demand and export factors [64]. - **Soda Ash**: It has a strong supply and weak demand pattern, and the market is affected by new production and exports [64]. - **Glass**: It lacks a clear trend due to high inventory and weak demand [65]. - **Caustic Soda**: Its price is affected by spot rhythm, demand, and macro - expectations [67]. - **Pulp**: It is expected to be volatile, with high inventory and limited upward drive [67].