鲁西化工所属申万行业为：基础化工-化学原料-煤化工。所属概念板块包括：盐化工、化肥、甲醇概 念、煤化工、磷化工等。 截至6月30日，鲁西化工股东户数10.10万，较上期增加9.83%；人均流通股18860股，较上期减少 8.95%。2025年1月-6月，鲁西化工实现营业收入147.39亿元，同比增长4.98%；归母净利润7.63亿元，同 比减少34.81%。 分红方面，鲁西化工A股上市后累计派现98.85亿元。近三年，累计派现21.67亿元。 机构持仓方面，截止2025年3月31日，鲁西化工十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1956.45万股，相比上期增加257.47万股。南方中证500ETF（510500）位居第六大流通股 东，持股1462.82万股，相比上期减少143.69万股。景顺长城中证红利低波动100ETF（515100）位居第 八大流通股东，持股881.04万股，相比上期减少28.56万股。易方达中证红利ETF（515180）位居第九大 流通股东，持股850.11万股，相比上期增加53.29万股。 责任编辑：小浪快报 8月27日，鲁西化工盘中上涨2.11%，截至10:1 ...

| 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 ...

8月26日，鲁西化工盘中上涨2.03%，截至09:57，报13.54元/股，成交1.18亿元，换手率0.46%，总市值 258.64亿元。 资金流向方面，主力资金净流入494.26万元，特大单买入1042.95万元，占比8.83%，卖出532.65万元， 占比4.51%；大单买入2409.15万元，占比20.40%，卖出2425.20万元，占比20.53%。 鲁西化工今年以来股价涨19.40%，近5个交易日涨13.21%，近20日涨12.74%，近60日涨34.59%。 机构持仓方面，截止2025年6月30日，鲁西化工十大流通股东中，南方中证500ETF（510500）位居第四 大流通股东，持股1698.04万股，相比上期增加235.22万股。香港中央结算有限公司位居第五大流通股 东，持股1661.84万股，相比上期减少294.61万股。易方达中证红利ETF（515180）位居第七大流通股 东，持股747.01万股，相比上期减少103.10万股。招商中证红利ETF（515080）位居第十大流通股东， 持股614.76万股，为新进股东。景顺长城中证红利低波动100ETF（515100）退出十大流通股东之列。 责 ...

每经头条（nbdtoutiao）——租下2.5万亩"试验田"，兽医学博士在非洲种粮：首季亩产250斤，打算扩至 10万亩，月薪1~2万元招人 （记者 张喜威） 2025年1至6月份，兰花科创的营业收入构成为：煤炭产品占比73.82%，化肥产品占比25.89%，其他收 入占比0.25%，非经营经营分部占比0.04%。 截至发稿，兰花科创市值为102亿元。 每经AI快讯，兰花科创（SH 600123，收盘价：6.89元）8月25日晚间发布公告称，公司第八届第六次董 事会会议于2025年8月22日以现场表决方式召开。会议审议了《关于向银行申请综合授信额度的议案》 等文件。 ...

每经AI快讯，六国化工（SH 600470，收盘价：5.79元）8月25日晚间发布公告称，公司第九届第二次董 事会会议于2025年8月25日以通讯方式召开。会议审议了《公司2025年半年度报告及其摘要》等文件。 2025年1至6月份，六国化工的营业收入构成为：化肥产品占比82.65%，化工产品占比12.72%，其他业 务占比4.63%。 截至发稿，六国化工市值为30亿元。 （记者 张喜威） 每经头条（nbdtoutiao）——租下2.5万亩"试验田"，兽医学博士在非洲种粮：首季亩产250斤，打算扩至 10万亩，月薪1~2万元招人 ...

Group 1 - The latest stock price of Huachang Chemical is 6.86 yuan, with an increase of 0.02 yuan compared to the previous trading day [1] - The stock reached a maximum of 6.88 yuan and a minimum of 6.82 yuan during the trading session, with a total transaction amount of 1.02 billion yuan [1] - The company specializes in basic chemical raw materials, fertilizer products, and new material research and manufacturing, holding a significant position in the fertilizer industry in Jiangsu Province [1] Group 2 - On August 21, the net outflow of main funds was 14.5887 million yuan, with a cumulative net outflow of 45.9833 million yuan over the past five trading days [1] - The current total market value of the company is 6.533 billion yuan, with a price-to-earnings ratio of 57.21 times [1] - The company is also involved in emerging fields such as hydrogen energy [1]

| | 本报告期 | 上年同期 | 本报告期 | | --- | --- | --- | --- | | 营业收入(元) | 9, 397, 916, 948. 33 | 8, 418, 765, 451. 87 | | | 归属于上市公司股东的净利 | 951, 367, 090. 78 | 737.585, 034. 00 | | | 润(元) | | | | | 归属于上市公司股东的扣除 非经常性损益的净利润 (元) | 911, 543, 609, 90 | 711, 287, 157. 07 | | | 经营活动产生的现金流量净 | 1, 004, 041, 395. 90 | 1, 019, 159, 358. 90 | | | 额(元) | | | | | 基本每股收益(元/股) | 0. 7582 | 0. 5878 | | | 稀释每股收益(元/股) | 0. 7391 | 0. 5765 | | | 加权平均净资产收益率 | 8.65% | 7. 45% | | | | 本报告期末 | 上年度末 | 本报告期7 | | 总资产(元) | 18, 347, 773, 218. 31 | 18 ...

Group 1 - The third Saudi Industry Forum "SIF 2025" was held in Dammam, Saudi Arabia, focusing on "Digital Transformation and Sustainable Development" in the industrial sector [1] - Over 30,000 attendees participated in the forum, which included 78 sessions and more than 320 companies [1] - Several prominent Saudi companies, including Saudi Aramco and Al Ojaimi Industrial Group, showcased their presence at the event [1] Group 2 - Six Chinese companies participated in the forum, presenting a variety of products ranging from sea salt to advanced AI technology [3] - Notable Chinese participants included Tianjin Hangu Salt Field, Shanghai's AI Technology Company, and Shanxi Yungang Paper Industry, all of which received positive feedback for their high-quality products [3] - The event featured a product introduction from Hebei's agricultural and commercial associations, highlighting "Hebei Intelligent Manufacturing" [3] Group 3 - Saudi officials expressed a warm welcome to Chinese companies, encouraging investment and collaboration in the Saudi industrialization process [5] - A roadshow and signing ceremony were held for five participating Chinese companies, emphasizing their desire for close cooperation with Saudi firms [5] - Chinese representatives detailed their product advantages and expressed a commitment to mutual growth with Saudi partners [5]

Core Viewpoint - The company's capacity construction is steadily advancing, and refined management along with energy-saving measures are continuously enhancing, indicating resilience in the company's performance [1] Investment Highlights - The rating is maintained at "Buy". Due to external environmental impacts on the prices of some chemical products, the EPS for 2025-2026 is revised down to 0.97/1.31 yuan (previously 1.19/1.4 yuan), with a new EPS for 2027 set at 1.36 yuan. Based on comparable company valuations and considering the company's growth potential, a 13x PE valuation for 2025 is given, corresponding to a target price of 12.61 yuan [2] - In 2024, the company's performance is expected to grow by 147.79% year-on-year. The projected revenue is 29.763 billion yuan, a year-on-year increase of 17.37%; net profit attributable to shareholders is 2.029 billion yuan, a year-on-year increase of 147.79%; and the net profit after deducting non-recurring items is 1.962 billion yuan, a year-on-year increase of 126.90%. For Q4 2024, revenue is expected to be 8.184 billion yuan, a year-on-year increase of 10.36% and a quarter-on-quarter increase of 8.57%; net profit attributable to shareholders is projected at 454 million yuan, a year-on-year increase of 45.50% and a quarter-on-quarter increase of 12.46% [2] - In 2024, revenue growth for various product categories is projected as follows: new chemical materials +26.83%, basic chemical products -7.41%, fertilizers +17.85%, and other products +21.84%. Gross profit margins are expected to change as follows: +1.36 percentage points, +2.68 percentage points, -1.41 percentage points, and +2.73 percentage points respectively [2] Performance Resilience - In Q1 2025, the company demonstrated resilience with revenue of 7.290 billion yuan, a year-on-year increase of 7.96% but a quarter-on-quarter decrease of 10.92%. Net profit attributable to shareholders was 413 million yuan, a year-on-year decrease of 27.30% and a quarter-on-quarter decrease of 9.04%. The net profit after deducting non-recurring items was 384 million yuan, a year-on-year decrease of 33.81% and a quarter-on-quarter decrease of 2.40%. The primary reason for the decline was the drop in prices of some chemical products, which fell more than the decrease in raw material procurement prices [3] - The company is steadily advancing its capacity construction, with refined management and energy-saving measures continuously enhancing operations. In 2024, production facilities are expected to operate safely and stably, with successful full-load operation of the caprolactam and nylon 6 phase I project, smooth integration of the silicone project, and orderly progress of the ethylene downstream integration project and 150,000 tons of propionic acid project [3] - The equipment manufacturing business is deeply integrating resources and promoting market-oriented operations of the Luxi Engineering Company, transitioning from serving Luxi to serving Sinochem. The company is expanding exports of new energy equipment and promoting capacity expansion and efficiency improvement [3] - The main raw materials for the company's chemical products include coal, propylene, pure benzene, and methanol. The company focuses on stable cooperation with large state-owned producers to secure channels and strive for price advantages, while also leveraging the proximity of local refining enterprises for cost-effective procurement [3]

Core Viewpoint - The company reported a significant decline in revenue and net profit for 2024, primarily due to falling oil prices and a scheduled maintenance shutdown affecting production volumes [2][3]. Financial Performance - In 2024, the company achieved operating revenue of 34.6 billion yuan, a year-on-year decrease of 25% - The net profit attributable to shareholders was -2.8 billion yuan, down from -2.865 billion yuan year-on-year - In Q4 alone, the company recorded operating revenue of 10.1 billion yuan, a year-on-year decline of 23% but a quarter-on-quarter increase of 203% - The net profit for Q4 was -906 million yuan, a decrease of 1.37 billion yuan year-on-year, but an improvement of 240 million yuan quarter-on-quarter [2]. Sales Volume and Market Conditions - The average price of ICE Brent crude oil in 2024 was $79.93 per barrel, reflecting a 3% year-on-year decline - The sales volume of petrochemical products was 4.19 million tons, down 25% year-on-year - Asphalt product sales were 1.65 million tons, a decrease of 12% year-on-year - Fertilizer product sales were 1.1 million tons, down 13% year-on-year - The decline in sales volume was attributed to increased inventory losses due to falling oil prices and a major maintenance shutdown of production facilities [3]. Strategic Developments - The company has partnered with Saudi Aramco and Panjin Xincheng Group to develop a large-scale integrated refining and chemical project in Northeast China - The total investment for this project is 83.7 billion yuan, with a crude oil processing capacity of 300,000 barrels per day (equivalent to 15 million tons per year) - The project includes 32 sets of process units for ethylene and PX, expected to be fully operational by 2026 - Saudi Aramco will supply up to 210,000 barrels per day (approximately 10 million tons per year) of crude oil for the project - The company is expected to enhance its competitiveness in the petrochemical and fine chemical sectors through this strategic partnership [4].