8月27日，中国化学盘中下跌2.05%，截至13:20，报8.12元/股，成交3.98亿元，换手率0.80%，总市值 495.88亿元。 资金流向方面，主力资金净流出5064.41万元，特大单买入3132.46万元，占比7.86%，卖出5073.75万 元，占比12.74%；大单买入8960.94万元，占比22.49%，卖出1.21亿元，占比30.33%。 截至6月30日，中国化学股东户数9.33万，较上期减少11.48%；人均流通股64756股，较上期增加 12.45%。2025年1月-6月，中国化学实现营业收入907.22亿元，同比减少0.35%；归母净利润31.02亿元， 同比增长9.26%。 分红方面，中国化学A股上市后累计派现99.58亿元。近三年，累计派现33.05亿元。 机构持仓方面，截止2025年6月30日，中国化学十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股2.95亿股，相比上期增加6066.20万股。华泰柏瑞沪深300ETF（510300）位居第八大流通 股东，持股6544.32万股，相比上期增加535.61万股。易方达沪深300ETF（510310）位居第十大流通股 东 ...

资料显示，中国化学工程股份有限公司位于北京市东城区东直门内大街2号，成立日期2008年9月23日， 上市日期2010年1月7日，公司主营业务涉及工程承包;勘察、设计及服务;其他业务。主营业务收入构成 为：化学工程81.89%，基础设施11.08%，实业4.71%，环境治理1.19%，现代服务业0.84%，其他(补 充)0.29%。 中国化学所属申万行业为：建筑装饰-专业工程-化学工程。所属概念板块包括：气凝胶、煤化工、PPP 概念、央企改革、环氧丙烷等。 8月26日，中国化学盘中上涨2.09%，截至13:16，报8.30元/股，成交5.16亿元，换手率1.04%，总市值 506.87亿元。 资金流向方面，主力资金净流入1773.10万元，特大单买入8968.50万元，占比17.39%，卖出9420.84万 元，占比18.27%；大单买入1.37亿元，占比26.50%，卖出1.14亿元，占比22.18%。 中国化学今年以来股价涨2.42%，近5个交易日涨6.22%，近20日涨2.67%，近60日涨10.76%。 分红方面，中国化学A股上市后累计派现99.58亿元。近三年，累计派现33.05亿元。 机构持仓方面， ...

Summary of Key Points - The company, China Chemical (601117), announced a new contract signing amounting to 206.09 billion yuan for the first half of 2025 [1] - The breakdown of the new contracts includes: - Construction engineering contracts totaling 198.63 billion yuan - Chemical engineering contracts amounting to 16.02 billion yuan - Infrastructure contracts worth 35.67 billion yuan - Environmental governance contracts totaling 2.94 billion yuan - Surveying, design, supervision, and consulting contracts amounting to 1.59 billion yuan - Sales contracts for industrial and new materials totaling 5.49 billion yuan - Modern service industry contracts worth 0.32 billion yuan - Other contracts amounting to 0.05 billion yuan [1] - The domestic contract amount is 164.61 billion yuan, while the overseas contract amount is 41.48 billion yuan [1]

Summary of Key Points Core Viewpoint - The announcement provides an overview of the operational performance of China Chemical Engineering Co., Ltd. for the first five months of 2025, highlighting contract amounts and business types, as well as regional distribution of contracts [1]. By Business Type - Total contracts signed amounted to 150.83 billion RMB, with the following breakdown: - Construction Engineering: 1162 contracts worth 145.33 billion RMB - Chemical Engineering: 978 contracts worth 116.90 billion RMB - Infrastructure: 170 contracts worth 26.56 billion RMB - Environmental Management: 14 contracts worth 1.87 billion RMB - Surveying, Design, Supervision, and Consulting: 667 contracts worth 1.18 billion RMB - Sales of Industrial and New Materials: 4.02 billion RMB - Modern Service Industry: 273 million RMB - Others: 2.3 million RMB [1]. By Regional Distribution - The total contract amount of 150.83 billion RMB is distributed as follows: - Domestic: 131.02 billion RMB - Overseas: 19.80 billion RMB [1]. Major Contracts Listed - Significant contracts include: - High-performance silicon fluoride project with a contract amount of 4 billion RMB - Design and construction contract for Tianjin Bohua South Port Storage Co., Ltd. - EPC contract for the ERG 80MW exhaust power generation project in Kazakhstan worth approximately 6.18 billion RMB [2].

Core Viewpoint - The company reported a stable growth in revenue and net profit for 2024, with a notable increase in new contracts signed in early 2025, indicating a positive outlook for future performance [3][5]. Financial Performance - In 2024, the company achieved operating revenue of 185.84 billion yuan, a year-on-year increase of 4.2%, and a net profit attributable to shareholders of 5.69 billion yuan, up 4.8% [3]. - For Q1 2025, the company reported operating revenue of 44.5 billion yuan, a slight decrease of 1.0%, but a significant increase in net profit attributable to shareholders by 18.8% to 1.44 billion yuan [3]. Business Segments - The chemical engineering segment saw revenue growth of 6.9% to 152.2 billion yuan, while the infrastructure and environmental governance segments experienced declines of 6.4% and 22.1%, respectively [4]. - New projects in the industrial sector contributed positively, with significant revenue growth from newly operational projects such as Tianchen and Hualu [4]. Contracting Activity - In 2024, the company signed new contracts worth 366.9 billion yuan, a year-on-year increase of 12.3%, with notable growth in the chemical engineering and infrastructure sectors [5]. - In Q1 2025, new contracts surged to 59.79 billion yuan, reflecting a growth of 60.7% compared to the previous year [5]. Profitability Metrics - The company's gross margin improved to 10.1% in 2024, with a net profit margin of 3.4%, showing slight increases year-on-year [6]. - For Q1 2025, the gross margin was reported at 9.3%, with a net profit margin of 3.6%, indicating continued improvement in profitability [7]. Cash Flow and Dividends - The company experienced a net cash outflow from operating activities of 8.72 billion yuan in 2024, with a further increase to 15.1 billion yuan in Q1 2025 [8]. - The proposed dividend for 2024 is 1.86 yuan per share, totaling approximately 1.14 billion yuan, maintaining a similar payout ratio compared to the previous year [8].