未来，兆新股份将继续巩固"精细化工+新能源"双主业格局。在精细化工板块，公司将以技术创新和管 理升级为抓手，持续发力打造化工新材料等相关产品，通过技术更新与效率优化，提升产品的市场竞争 力与盈利空间。 在新能源板块，为实现业务"换挡提速、提质增效"，公司考虑借助当前快速发展的数字通证(RWA)工 具，将存量电站等资产转化为可流通的数字通证，盘活沉淀的存量资产、提升存量资产流动性和周转 率，进而推动公司从"单纯资产持有"向"专业运营资产"的角色转换。 业内人士指出，在专业运维的基础上，这种模式不仅能明显提升资产周转率与净资产收益率，实现运营 效率的优化，还能使公司的新能源业务摆脱对单一发电收益的依赖，构建起多元盈利渠道，实现数字化 智能化转型，为"精细化工+新能源"双主业的长期稳定增长提供持续动力。 本报讯(记者刘晓一)8月26日晚间，深圳市兆新能源股份有限公司(以下简称"兆新股份（002256）")发布 2025年半年度报告。报告期内，公司实现营业收入2.08亿元，同比增长29.99%；实现毛利润5603.4万 元，同比增长28.14%；归属于上市公司股东的净利润307.2万元，同比增长47.06%，盈利弹性 ...

8月26日晚间，兆新股份（002256）发布了2025年半年度报告。报告期内公司实现营业收入2.08亿元， 同比增长29.99%；实现毛利5603.4万元，同比增长28.14%；归属于上市公司股东的净利润307.2万元， 同比增长47.06%，公司盈利能力和弹性开始显现。 2025年上半年，化工与光伏产业链在价格回调与需求升级的双重驱动下，进入结构性重塑期，兆新股份 紧抓这一结构性机遇，一方面通过产品结构升级、工艺降本及订单结构优化，实现"量增价稳"，另一方 面推动"精细化管理"，通过自主开发的"项目管理系统"实现项目的全方位数字化管控，在保证项目的安 全生产及经济效益的同时，还能实现成本控制的精细化及开发过程的标准化。 值得一提的是，2025年上半年，兆新股份成功实施了限制性股票与股票期权激励计划，有效地激发了员 工的积极性与创造力，进一步挖掘了团队潜力，取得了较为显著的效果。通过持续的创新与研发、流程 的数字化，叠加股权激励带来的内生动力，兆新股份上半年实现了营业收入、毛利、净利三项指标同步 增长。今年上半年，在扣除股份支付影响后，公司归属于上市公司股东的净利润达到了1865.38万元。 未来，兆新股份将 ...

转自：新华财经 新华财经北京8月26日电（记者 安娜）中国石油天然气股份有限公司26日发布中期业绩，上半年，公司 实现营业收入1.5万亿元；归属于母公司股东的净利润840.1亿元；自由现金流同比增长11.5%，创历史 同期最好水平。为积极回报股东，公司董事会决定派发2025年中期股息每股0.22元，派息额402.7亿元， 继续保持历史同期高位。 在销售业务方面，公司加强市场分析，分品种、区域、客户差异化营销。上半年，公司国内成品油销量 在成品油市场需求下降的情况下逆势增长0.3%，充换电量增长213%，非油业务利润增长5.5%。 在天然气销售业务方面，公司统筹国产气和进口气、现货和长约等资源采购，持续优化天然气资源池成 本，不断加强精细化市场营销，积极开拓工业、发电等直供直销客户和高端客户，大力发展终端销售业 务，上半年国内天然气销量再创历史同期新高。 加快绿色低碳转型 "油气热电氢"总体布局基本形成 在做强传统油气业务的同时，中国石油还大力发展新能源业务。据中国石油有关负责人介绍，目前公 司"油气热电氢"总体布局基本形成。上半年，公司累计建成风光发电装机规模1024万千瓦，风光发电量 和对外供电量分别为去年 ...

| 市场数据：2025 年 8 月 | 25 日 | | | --- | --- | --- | | 收盘价（元）： | | 13.27 | | 年内最高/最低（元）： | | 13.76/9.59 | | 流通A股/总股本（亿）： | | 19.04/19.10 | | 流通 A 股市值（亿）： | | 252.68 | | 总市值（亿）： | | 253.48 | | 年 基础数据：2025 | 月 6 | 日 30 | | | --- | --- | --- | --- | | 基本每股收益(元)： | | | 0.40 | | 摊薄每股收益(元)： | | | 0.40 | | 每股净资产(元)： | | | 9.91 | | 净资产收益率(%)： | | | 4.04 | 资料来源：最闻 李旋坤 执业登记编码：S0760523110004 邮箱：lixuankun@sxzq.com 王金源 执业登记编码：S0760525080001 邮箱：wangjinyuan@sxzq.com 氮肥 鲁西化工（000830.SZ） 买入-B(维持) 营收稳健增长，盈利水平有望触底回升 2025 年 8 月 26 ...

伟大抗战精神，是中国人民弥足珍贵的精神财富。今年是中国人民抗日战争暨世界反法西斯战争胜利80 周年，回顾过往的发展史，山东华鲁恒升集团有限公司始终传承天下兴亡、匹夫有责的爱国情怀，不畏 强暴、血战到底的英雄气概，百折不挠、坚忍不拔的必胜信念，高奏拼搏进取的主题曲，丰厚了文化积 淀，推进了企业高质量发展。 1989年，华鲁恒升大胆冲破"小氮肥只能改建年产4万吨尿素"的权威结论框框，冒着彻底淘汰碳铵产品 背水一战的风险，一步到位改建年产11万吨尿素项目。整个工程只用了16个月就全部建成，比合理工期 缩短了180天。开车前的1个多月里没有产品和收入，全厂干部职工没有1分钱工资，还要无偿参加现场 施工、吹扫和清理工作，但没有一个人有怨言。大家憋着一口气，大干快上，发誓"脱层皮也要将尿素 开起来"。1991年11月，项目一次开车成功，成为全国小氮肥改造的典范。 大氮肥国产化项目的建设，是第二个对华鲁恒升具有里程碑意义的重大工程。作为大氮肥行业首套国产 化装置，该项目面临着技术、资金、建设和开车四大风险。为此，该公司联合各大科研院所，聘请行业 专家，完成了两项国家"十五"重大科技攻关项目、13个课题、27项专题，解决了技 ...

Investment Rating - The report provides a standard investment rating for the chemical industry, indicating a positive outlook for specific sectors within the industry [5]. Core Insights - The report highlights the impact of the explosion at Kanto Denka's facility in Japan, which is expected to create opportunities for domestic electronic gas suppliers as Kanto Denka holds a 90% market share in nitrogen trifluoride production in Japan [6][13]. - The first World Humanoid Robot Games held in Beijing is seen as a catalyst for the robotics industry's development, showcasing technological innovation and attracting talent [6][14]. - The report emphasizes the structural optimization of supply in the chemical sector, suggesting a focus on sectors with significant elasticity and competitive advantages, such as organic silicon and membrane materials [6][15]. Industry Performance - The report notes that during the week of August 11 to August 15, 2025, the CSI 300 index rose by 2.37%, while the Shenwan Basic Chemical Index increased by 2.46%, outperforming the market slightly [6][18]. - The top-performing sub-sectors included modified plastics (up 12.29%) and fluorochemicals (up 5.81%), while the worst performers were civil explosives (down 3.02%) and compound fertilizers (down 1.81%) [6][19]. Price Trends - Key products that saw price increases included hydrochloric acid (up 15.38%) and propylene (up 4.00%), while notable declines were observed in butanone (down 7.16%) and liquid ammonia (down 5.89%) [6][26]. - The report tracks price differentials, with significant increases in the propylene-propane differential (up 33.47%) and decreases in the bisphenol A-phenol differential (down 26.57%) [6][28]. Investment Recommendations - The report suggests focusing on sectors that may benefit from supply-side reforms, particularly organic silicon, membrane materials, and dye sectors, with recommended companies including Hoshine Silicon Industry and Zhejiang Longsheng [6][15]. - It also highlights the growing demand for health additives and sugar substitutes driven by new consumer trends, recommending companies that emphasize technological and product differentiation [6][16][17].

根据上海证券交易所《上海证券交易所上市公司自律监管指引第 3 号行业信 息披露：第十三号——化工》的要求，现将上海晶华胶粘新材料股份有限公司（以 下简称"公司"）2025 年第二季度主要经营数据披露如下（均不含税）： 一、主要产品的产量、销量及收入实现情况 | 主要产品 | 年 2025 | 4-6 | 月产 | 年 2025 4-6 | 月销量 | 年 2025 | 月销售金 4-6 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 量（万平方米） | | | （万平方米） | | | 额（万元） | | 电子胶粘材料 | | 1,252.97 | | | 1,863.01 | | 13,706.18 | | 工业胶粘材料 | | 13,148.53 | | | 13,361.76 | | 25,571.70 | | 光学胶膜材料 | | 273.04 | | | 310.65 | | 3,452.40 | | 化工新材料（吨） | | 5,728.59 | | | 728.32 | | 657.93 | | 特种纸 | | 19,624.35 ...

Group 1 - The Huajin Amoco fine chemical and raw material engineering project is located in the Liaobin Coastal Economic and Technological Development Zone in Panjin, Liaoning Province, with nearly 30,000 builders working towards mechanical completion [2] - The project has made steady progress since its commencement, with all underground engineering completed by September 2023, and major equipment installations scheduled for 2024 and 2025 [2] - The project covers an area of 8.9 square kilometers with a total investment of 83.7 billion yuan, focusing on high-end and import substitution products in the chemical industry [4] Group 2 - The project aims to construct 32 process units, including a 15 million tons/year refining and ethylene facility, along with supporting utilities and auxiliary facilities [4] - The main control room's concrete structure has been completed, and efforts are now focused on equipment installation and system integration [5]

Core Viewpoint - Anqing City is leveraging its unique geographical advantages and implementing a dual-driven model to promote industrial upgrades and develop a modern industrial system focused on innovation and cluster development [1][16]. Industry Overview - New Quality Productive Forces (新质生产力) emphasizes innovation as the main driving force, characterized by high technology, efficiency, and quality, aligning with new development concepts [2][3]. - The focus is on advanced productive forces that drive high-quality economic development and support the construction of a modern industrial system [3]. Economic Performance - Anqing's GDP is projected to exceed 315.6 billion yuan in 2024, with a year-on-year growth of 6%, driven by a robust secondary industry growth rate of 7.3% [4][5]. - In the first quarter of 2025, the GDP reached 78.89 billion yuan, marking a 6.3% increase year-on-year, indicating a stable economic performance [5]. Industrial Development - Anqing is constructing a "2+N" modern industrial system, focusing on the automotive and chemical new materials industries, which are expected to lead the industrial transformation [7][16]. - The industrial output value of the automotive and chemical new materials sectors is projected to grow by 17.1% and 17.4% respectively, contributing significantly to overall industrial growth [7]. Innovation and Technology - Anqing has seen a 31% increase in technology loans and a 37% surge in high-value invention patents, indicating a strong focus on innovation [9]. - The number of strategic emerging enterprises has expanded to 615, with over 800 high-tech companies, reflecting a growing innovation ecosystem [9]. Policy Background - The concept of New Quality Productive Forces has been integrated into government work reports, guiding economic transformation and industrial upgrades [11]. - Anqing has introduced several policies to enhance industrial land efficiency and promote innovation-driven development [11][13]. Industrial Space Layout - Anqing's industrial layout is designed to support the development of the Yangtze River Economic Belt, focusing on a dual-core strategy with the main urban area and Huaining as the secondary center [20]. - The city is prioritizing the development of industrial clusters and promoting the integration of production and urban development [20]. Key Enterprises - The automotive sector includes major players like Anhui Huanxin Group and Zhenyi Automobile, with revenues expected to exceed 118 billion yuan in 2024 [23]. - The chemical new materials industry, supported by a large petrochemical base, is projected to generate 106 billion yuan in output value [23]. Future Trends - Anqing is accelerating the transition to high-end and intelligent production, particularly in the automotive and chemical sectors [26][27]. - Emerging industries such as life sciences, advanced photovoltaics, and commercial aerospace are rapidly developing, becoming new economic growth points [28]. - The city is enhancing its innovation ecosystem and talent cultivation, aiming to attract high-level talent and foster technological advancements [29].

Group 1 - The National Development and Reform Commission is accelerating the implementation of policies to address "involution" competition, focusing on six major industries including refining, steel, and coal chemical [2] - Specific measures for different industries will be introduced to resolve structural contradictions, with traditional overcapacity industries like refining and steel focusing on eliminating outdated capacity for optimization [2] - New energy vehicle and photovoltaic industries will emphasize self-regulation to guide rational investment and avoid vicious competition, ensuring orderly development despite their promising prospects [2] Group 2 - Shandong Province has introduced a plan with 20 high-value measures to stabilize foreign investment, aligning with national strategies while incorporating local characteristics [4] - The plan aims to expand autonomous opening in sectors like film production and telecommunications, encouraging foreign investment in biopharmaceuticals and clinical trials [4][5] - Shandong will enhance investment promotion through major events and targeted招商, while also establishing a mechanism for tracking significant foreign investment projects [5] Group 3 - The Industrial and Commercial Bank of China has been authorized to act as the RMB clearing bank in Turkey, facilitating the use of RMB for local settlements and transactions [6] - This development is expected to enhance bilateral trade and financial connectivity between China and Turkey, supporting initiatives like the Belt and Road [7] - The establishment of the clearing bank is a significant step for the Industrial and Commercial Bank of China, which is the largest Chinese commercial bank in Turkey [8]