根据《上海证券交易所上市公司自律监管规则适用指引第 3 号——行 业信息披露》其《第十三号——化工》、《关于做好主板上市公司 2025 年 半年度报告披露工作的重要提醒》的要求，安徽六国化工股份有限公司现 将 2025 年上半年主要经营数据披露如下： 注：产量中磷酸一铵含自用，复合肥销量中含贴牌。 股票代码：600470 股票简称：六国化工 公告编号：2025-049 安徽六国化工股份有限公司 2025 年上半年主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、 主要产品的产量、销量及收入实现情况 主要产品 2025 年1 至 6 月产量 （吨） 2025 年 1 至6 月销量 （吨） 2025 年 1 至 6 月销售 金额（万元） 磷酸二铵 266,208.80 245,017.10 82,613.42 复合肥 469,365.99 473,310.38 108,764.27 磷酸一铵 252,247.45 158,233.01 57,409.06 | 硫酸 | 外购 | 532,955.20 | 273 ...

证券代码：600426 证券简称：华鲁恒升 编号：临 2025-048 山东华鲁恒升化工股份有限公司 2025 年半年度主要经营数据的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 根据上海证券交易所《关于做好主板上市公司 2025 年半年度报告披露工作的通 知》、《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，山 东华鲁恒升化工股份有限公司（以下简称"公司"）现将 2025 年半年度主要经营数 据披露如下： 注：新能源新材料相关产品生产量与销售量差距较大，主要原因是部分中间产品 自用。 二、主要产品及原材料的价格变动情况 （一）主要产品的价格变动情况 | 主要产品 | 单位 | 价格变动情况 （不含税） | 价格变动情况说明 | | --- | --- | --- | --- | | 尿素 | 元/吨 | 1450-2060 | 报告期内，国内尿素价格先扬后抑，始终处于偏低 | | | | | 水平震荡。 | | 异辛醇 | 元/吨 | 6280-7080 | 报告期内，受新增产能及终端出口 ...

证券代码：600096 证券简称：云天化 公告编号：临 2025-063 备注：以上主要产品数据为公司自产产品数据，未包含本期商贸收入及其他 业务收入和其他零星产品收入。 二、主要产品和原材料的价格变动情况 （一）主要产品价格波动情况（不含税销售均价） 单位：元/吨 | 主要产品 | 本期价格 | 上年同期价格 | | --- | --- | --- | | 磷肥 | 3,152 | 3,378 | | 复合（混）肥 | 3,179 | 2,985 | | 尿素 | 1,754 | 2,176 | | 聚甲醛 | 10,650 | 11,577 | | 黄磷 | 20,627 | 20,460 | | 饲料级磷酸氢钙 | 4,096 | 3,381 | （二）主要原材料波动情况（不含税采购均价） | | | 云南云天化股份有限公司 2025 年半年度主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据《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》相关规定，将公司 2025 年半年度主要经营 ...

Group 1: Report Industry Investment Rating - Not provided Group 2: Core Viewpoints of the Report - The market sentiment for bulk commodities is strong, and methanol is expected to fluctuate in the short - term. The international methanol device operating rate has slightly increased, imports are gradually recovering, downstream demand is stable, and port inventories are accumulating. The domestic coal price continues to decline, the profit of coal - to - methanol has expanded to the highest level in history, and the domestic supply is loose. However, the recent strong rebound of domestic bulk commodities has improved the market atmosphere [4]. - Trading strategies suggest a bullish and fluctuating trend for unilateral trading, a wait - and - see approach for arbitrage, and selling call options in the over - the - counter market [4]. Group 3: Summary by Directory Chapter 1: Comprehensive Analysis and Trading Strategies - **Raw material coal**: As of July 24, the coal mine operating rate in Ordos was 78%, and in Yulin was 48%. The daily coal output in Ordos and Yulin was around 4 million tons, with good demand and firm pit - mouth prices [4]. - **Supply side**: The price of raw material coal is firm, the auction price of mainstream methanol enterprises in the northwest is firm, the profit of coal - to - methanol is around 700 yuan/ton, and the methanol operating rate is stable at a high level, with continuous loose domestic supply [4]. - **Import side**: The international methanol device operating rate continues to rise, the US dollar price has slightly decreased, imports are back in a positive spread situation. Iranian devices are gradually increasing their loads, non - Iranian devices are operating stably, the external market operating rate has reached a new high this year, the European and American markets continue to decline, the price difference between China and Europe has flattened, the Southeast Asian re - export window has closed. Iran has loaded 600,000 tons in July, and continues to lower the price for tendering. Some Indian supplies are flowing to China, non - Iranian supplies are increasing, the arrival in Taicang is increasing, and inventory accumulation is accelerating [4]. - **Demand side**: The traditional downstream has entered the off - season, and the operating rate has declined. The operating rate of MTO devices has rebounded, but some MTO devices are operating at less than full capacity [4]. - **Inventory**: The arrival of imports has increased, port inventories are accumulating, and the basis is firm; the inventory of inland enterprises has fluctuated slightly [4]. Chapter 2: Weekly Data Tracking - **Supply - Domestic**: As of July 24, the overall domestic methanol device operating load was 70.37%, a decrease of 0.72 percentage points from last week but an increase of 8.22 percentage points from the same period last year. The non - integrated methanol average operating load was 65.47%, a decrease of 0.98 percentage points from last week [5]. - **Supply - International**: From July 19 - 25, 2025, the international (excluding China) methanol output was 1,056,853 tons, an increase of 19,250 tons from last week, and the device capacity utilization rate was 72.45%, an increase of 1.32% from last week [5]. - **Supply - Import**: As of July 23, 2025, the sample arrival volume of Chinese methanol was 173,800 tons [5]. - **Demand - MTO**: As of July 24, 2025, the weekly average capacity utilization rate of MTO devices in Jiangsu and Zhejiang was 79.28%, a decrease of 0.95 percentage points from last week. The national olefin device operating rate was 86.08%, with a slight decrease in the load of East China olefin enterprises [5]. - **Demand - Traditional**: The capacity utilization rate of dimethyl ether was 5.19%, remaining the same as last week; the capacity utilization rate of acetic acid was 92.69%, a slight increase; the formaldehyde operating rate was 37.74%, a decrease from last week [5]. - **Demand - Direct sales**: The weekly signing volume of methanol sample production enterprises in the northwest was 52,000 tons, a decrease of 11,000 tons from the previous statistical date, a year - on - year decrease of 17.46% [5]. - **Inventory - Enterprises**: The inventory of production enterprises was 339,800 tons, a decrease of 12,500 tons from the previous period, and the order backlog of sample enterprises was 244,800 tons, an increase of 1,700 tons from the previous period, a year - on - year increase of 0.70% [5]. - **Inventory - Ports**: As of July 23, 2025, the total port inventory was 725,800 tons, a decrease of 64,400 tons from the previous period [5]. - **Valuation**: In the northwest region, the profit of coal - to - methanol was around 735 yuan/ton. The price difference between the port and the north line was 440 yuan/ton, and the price difference between the port and northern Shandong was 150 yuan/ton. The MTO loss was narrowing, and the basis was weakening [5]. - **Spot prices**: The price in Taicang was 2480 (+110), and the price in the north line was 2040 (+70) [8].

Group 1: Report Industry Investment Rating - Not provided Group 2: Core Viewpoints of the Report - The fundamentals of methanol remain loose, and it continues to oscillate weakly. The coal mine operating rate in the raw coal aspect has declined slightly. As of June 5th, the coal mine operating rate in Ordos is 66%, and in Yulin it is 44%. The daily coal output in Ordos and Yulin is around 3.8 million tons, with weak demand and a weak pithead price. On the supply side, the operating rate of coal mines in the main coal - producing areas in the northwest has declined, but demand is weak, raw coal prices are oscillating, the auction prices of mainstream methanol enterprises in the northwest have stopped falling and stabilized, the profit of coal - to - methanol is around 500 yuan/ton, and the methanol operating rate remains stable at a high level, with continuous loose domestic supply. On the import side, the operating rate of international methanol plants has declined from a high level, the US dollar price has risen slightly, imports remain in a positive spread situation, some plants in Iran have restarted, the non - Iranian operating rate is stable, the external operating rate has increased from a high level, the European and American markets are differentiated, the Southeast Asian re - export window is closed, Iran has loaded 19 in June and has tendered again, non - Iranian transactions are good, and the import volume in June is expected to be 1.35 - 1.4 billion tons. On the demand side, the traditional downstream has entered the off - season with a declining operating rate, while the operating rate of MTO plants has increased. In the inventory aspect, imports are gradually recovering, demand is rigid, imports are in a positive spread situation, port inventories have bottomed out, and the basis is consolidating; inland enterprise inventories have begun to rise. Overall, the international plant operating rate has declined from a high level, some plants in Iran have had short - term shutdowns, the daily output has dropped from 38,000 tons to around 29,000 tons but is still at a high level. The loading volume in Iran in May was 820,000 tons, the import volume in May is expected to be over 1.2 million tons, and the import volume in June will increase significantly to over 1.3 million tons. Downstream demand is stable, ports have started to accumulate inventory as the arrival volume increases. At the same time, as domestic coal prices continue to fall, coal - to - methanol profits have expanded to the highest level in history, the scale of spring maintenance is less than expected, and domestic supply is loose. Currently, the phased external procurement of inland CTO has ended, inland enterprise inventories have bottomed out and started to accumulate, the tight supply situation has been alleviated to some extent, downstream resistance to high prices has led to continuous declines in inland auction prices. However, the MTO operating rate has increased, port demand has increased, bulk commodities are oscillating strongly, methanol will follow the upward trend in the short term, but a bearish view should be taken in the medium - to - long - term, and short - selling on dips is not recommended [5]. Group 3: Summary According to the Directory Chapter 1: Comprehensive Analysis and Trading Strategies - **Analysis**: The raw coal supply presents a situation of declining operating rate and weak demand, with prices oscillating. The domestic methanol supply is loose, with high - level stable operating rates and expanding coal - to - methanol profits. The import situation shows a decline in the international operating rate, a slight increase in prices, and an expected increase in import volume. The demand side has a differentiated situation between traditional downstream and MTO. Inventory is accumulating at ports and inland enterprises. Overall, methanol is expected to follow the upward trend in the short term but be bearish in the medium - to - long - term [5]. - **Trading Strategies**: For single - side trading, focus on short - selling at high prices; for arbitrage, take a wait - and - see approach; for over - the - counter trading, sell call options [5]. Chapter 2: Weekly Data Tracking - **Supply - Domestic**: As of June 5th, the overall domestic methanol plant operating load is 74.52%, a 0.19 - percentage - point decline from last week and a 5.09 - percentage - point increase from the same period last year; the operating load in the northwest region is 80.85%, a 0.09 - percentage - point decline from last week and a 5.73 - percentage - point increase from the same period last year. The national methanol operating load has slightly declined due to the decline in the operating loads in North and Southwest China. The average operating load of non - integrated methanol in China is 70.82%, a 0.07 - percentage - point increase from last week [6]. - **Supply - International**: The international (ex - China) methanol production in this cycle is 961,053 tons, a decrease of 7,200 tons from last week, and the plant capacity utilization rate is 65.88%, a 0.49% decline from last week. In the cycle, Iran's ZPC had a temporary shutdown, Kimiya is reported to have restarted today, Apadana is operating at a low load; the North American operating rate has declined; the Egyptian plant has returned to normal operation [6]. - **Supply - Import**: As of 14:00 on June 4th, 2025, when the port inventory data was released, the sample arrival volume of methanol in China in the cycle is 332,900 tons; among them, foreign vessels accounted for 313,500 tons (263,500 tons were visible and 50,000 tons were invisible, with 131,500 tons visible in Jiangsu); domestic vessels supplemented 19,400 tons in the cycle, including 10,500 tons in Jiangsu and 8,900 tons in Guangdong [6]. - **Demand - MTO**: As of June 5th, 2025, the weekly average capacity utilization rate of MTO plants in the Jiangsu and Zhejiang regions is 85.15%, a 0.54% increase from last week. Although a plant in Jiangsu slightly reduced its load this week, a plant in Jiangsu gradually increased its load last week, resulting in a slight increase in the overall weekly average capacity utilization rate compared to last week. The national olefin plant operating rate is 86.88%, with the restart of Ningxia Baofeng's second - phase plant and the increase in the load of Shandong Hengtong's plant [6]. - **Demand - Traditional**: The capacity utilization rate of dimethyl ether is 9.52%. During the week, Jiujiang Xinlianxin and Xinxiang Xinlianxin's plants stopped operating, and other plants mostly maintained their previous loads, resulting in a lower overall capacity utilization rate this week. The capacity utilization rate of acetic acid is 77.87%. During this period, Sopu's plant is increasing its load but has not reached full production; Celanese and Longyu's plants are under maintenance; Hubei Qianxin and Jiantao's second - phase plants continue to increase their loads, resulting in a slight increase in the overall capacity utilization rate. The formaldehyde operating rate is 51.11%. During the week, Jinyimeng's plant increased its load and is operating normally, and Wende Cheng's plant decreased its load and is operating normally [6]. - **Demand - Direct Sales**: In the week of June 3rd, 2025, the weekly signing volume of the sample methanol production enterprises in the northwest region is 61,000 tons, a decrease of 4,000 tons from the previous statistical date, a year - on - year decrease of 6.15% [6]. - **Inventory - Enterprises**: The inventory of production enterprises is 370,500 tons, an increase of 15,500 tons from the previous period, a year - on - year increase of 4.38%; the order backlog of sample enterprises is 262,200 tons, an increase of 12,300 tons from the previous period [6]. - **Inventory - Ports**: As of June 4th, 2025, the total methanol port inventory in China is 581,200 tons, an increase of 58,200 tons. Among them, the inventory in East China has increased by 51,300 tons; the inventory in South China has increased by 6,900 tons [6]. - **Valuation**: In terms of profit, the price of chemical coal in the northwest region has declined again, and the methanol price has fallen. The profit of coal - to - methanol in the Inner Mongolia region is around 620 yuan/ton, and in the northern Shaanxi region it is 560 yuan/ton. In terms of spreads, the port - to - northern line spread is 430 yuan/ton, and the port - to - northern Shandong spread is 170 yuan/ton. MTO losses are stable; the basis is temporarily stable [6]. - **Spot Prices**: The price in Taicang is 2,310 yuan (+90), and the price in the northern line is 1,880 yuan (+10) [9].

股票简称：六国化工 股票代码：600470 公告编号：2025-029 安徽六国化工股份有限公司 2025 年第一季度主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据《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》其《第十三号——化工》、《关于做好主板上市公司 2025 年第一季度 报告披露工作的重要提醒》的要求，安徽六国化工股份有限公司现将 2025 年第一季度主要经营数据披露如下： 注：产量中磷酸一铵含自用，复合肥销量中含贴牌。 1 一、主要产品的产量、销量及收入实现情况 主要产品 2025 年 1 至 3 月产 量（吨） 2025 年 1 至 3 月销 量（吨） 2025 年 1 至 3 月销 售金额（元） 复合肥 210,101.80 248,658.04 574,545,314.63 磷酸二铵 133,608.63 120,799.59 388,654,942.47 磷酸一铵 119,385.47 90,424.71 304,640,540.00 二、主要产品的价格变动情况（不 ...

根据上海证券交易所《关于做好主板上市公司 2025 年第一季度报告披露工作的 重要提醒》、《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，山东华鲁恒升化工股份有限公司（以下简称"公司"）现将 2025 年一季度主要 经营数据披露如下： | 本年主要产品 | 生产量（万吨） | 销售量（万吨） | 收入（亿元） | | --- | --- | --- | --- | | 新能源新材料相关产品 | 114.89 | 66.41 | 37.54 | | 化学肥料 | 145.46 | 145.33 | 18.98 | | 有机胺系列产品 | 12.61 | 13.51 | 5.61 | | 醋酸及衍生品 | 35.91 | 33.72 | 8.20 | 一、主要产品的产量、销量及收入实现情况 证券代码：600426 证券简称：华鲁恒升 编号：临 2025-025 山东华鲁恒升化工股份有限公司 2025 年一季度主要经营数据的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 注：新能源新材料相关产品生 ...

2025 年第一季度主要经营数据公告 证券代码：601015 证券简称：陕西黑猫 公告编号：2025-019 陕西黑猫焦化股份有限公司 | 合成氨 | 1,762.04 | 2,139.79 | -17.65 | 1,993.58 | -11.61 | | --- | --- | --- | --- | --- | --- | | LNG | 3,751.33 | 3,993.86 | -6.07 | 4,109.77 | -8.72 | | BDO | / | 7,466.28 | / | 5,485.57 | / | | 精煤 | 827.90 | 1,200.43 | -31.03 | 927.67 | -10.75 | 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 根据上海证券交易所《上市公司行业信息披露指引第十三号—化工》的规定， 现将公司 2025 年第一季度主要经营数据披露如下： 三、主要原材料采购价格变动情况（不含税） | 主要产品 | 产量（万吨） | 销量（万吨） | 销售收入（万元） | | -- ...

股票简称：六国化工 股票代码：600470 公告编号：2025-026 安徽六国化工股份有限公司 2024 年度主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏， 并对其内容的真实性、准确性和完整性承担法律责任。 以上生产经营数据来自本公司内部统计，为投资者及时了解本公司生产经营概况 之用，该等数据未经审计，敬请投资者审慎使用。 根据《上海证券交易所上市公司自律监管规则适用指引第 3 号——行业信息披 露》其《第十三号——化工》、《关于做好主板上市公司 2024 年年度报告披露工作的 通知》的要求，安徽六国化工股份有限公司现将 2024 年度主要经营数据披露如下： | 主要产品 | 2024 | 年平均售价（元/吨）2023 | 年平均售价（元/吨） | 变动比率（%） | | | --- | --- | --- | --- | --- | --- | | 复合肥 | | 2,418.03 | 2,572.40 | | -6.00 | | 磷酸二铵 | | 3,506.07 | 3,278.12 | | 6.95 | | 磷酸一铵 | | 3,341.05 | ...