1月13日，巨化股份跌1.12%，截至发稿，报36.28元/股，成交9.27亿元，换手率0.94%，总市值979.47亿 元。巨化股份股价已经连续4天下跌，区间累计跌幅6.52%。 资料显示，浙江巨化股份有限公司位于浙江省衢州市柯城区，成立日期1998年6月17日，上市日期1998 年6月26日，公司主营业务涉及基础化工原料、食品包装材料、氟化工原料及后续产品的研发、生产与 销售。主营业务收入构成为：制冷剂46.00%，石化材料15.14%，基础化工产品及其它10.88%，其他(补 充)10.86%，含氟聚合物材料6.59%，氟化工原料6.43%，食品包装材料2.65%，含氟精细化学品1.39%， 检维修及工程管理0.07%。 从基金十大重仓股角度 责任编辑：小浪快报 中海混改红利混合A（001574）成立日期2015年11月11日，最新规模2703.93万。今年以来收益9.05%， 同类排名1191/8836；近一年收益25.8%，同类排名4996/8091；成立以来收益30.2%。 中海混改红利混合A（001574）基金经理为时奕。 截至发稿，时奕累计任职时间1年199天，现任基金资产总规模1.41亿元， ...

1月12日，鲁西化工跌1.3%，截至发稿，报16.72元/股，成交4.86亿元，换手率1.53%，总市值318.40亿 元。鲁西化工股价已经连续4天下跌，区间累计跌幅5.22%。 资料显示，鲁西化工集团股份有限公司位于山东聊城高新技术产业开发区化工新材料产业园，成立日期 1998年6月11日，上市日期1998年8月7日，公司主营业务涉及化工新材料、基础化工及其他业务。主营 业务收入构成为：化工新材料产品66.07%，基础化工产品20.11%，化肥产品12.06%，其他产品1.76%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，太平基金旗下1只基金重仓鲁西化工。太平行业优选A（009537）三季度持有股数33.51万 股，占基金净值比例为3.06%，位居第十大重仓股。根据测算，今日浮亏损失约7.37万元。连续4天下跌 期间浮亏损失30.83万元。 太平行业优选A（009537）成立日期2020年9月1日，最新规模1.08亿。今年以来收益6.34%，同类排名 ...

Core Viewpoint - Lu Xi Chemical experienced a stock price decline of 2.15% on January 7, 2025, with a trading price of 17.26 yuan per share and a total market capitalization of 32.869 billion yuan [1] Group 1: Stock Performance - The stock price of Lu Xi Chemical has increased by 4.16% since the beginning of the year, with a 5-day increase of 5.63%, a 20-day increase of 14.00%, and a 60-day increase of 22.41% [1] - As of January 7, 2025, the trading volume was 1.53 billion yuan, with a turnover rate of 0.46% [1] Group 2: Financial Performance - For the period from January to September 2025, Lu Xi Chemical achieved a revenue of 21.918 billion yuan, representing a year-on-year growth of 1.57%, while the net profit attributable to shareholders decreased by 35.03% to 1.023 billion yuan [2] - The company has distributed a total of 9.885 billion yuan in dividends since its A-share listing, with 2.167 billion yuan distributed over the past three years [2] Group 3: Shareholder Structure - As of September 30, 2025, the number of shareholders for Lu Xi Chemical was 67,500, a decrease of 33.15% from the previous period, while the average circulating shares per person increased by 49.59% to 28,212 shares [2] - The top ten circulating shareholders include new entrants such as Penghua Zhongzheng Subdivision Chemical Industry Theme ETF, holding 17.1742 million shares, and Hong Kong Central Clearing Limited, which increased its holdings by 424,200 shares to 17.0427 million shares [2]

2026年欧盟地区仅有一套化工装置计划投产，即英力士集团位于比利时安特卫普的年产能150万吨的乙 烯裂解装置。 丹麦化工航运及码头运营商斯托尔特·尼尔森公司首席执行官乌多·兰格称："从长远来看，欧洲很可能从 化工产品净出口地区转变为净进口地区。欧洲化工行业的资本支出正持续外流，本土工厂不断关停，新 增投资大多流向欧洲以外地区，且短期内这些投资回流的可能性极小。欧洲化工产业未来将更专注于特 种化学品生产，逐步退出基础化工领域。" 中化新网讯 近日，市场人士表示，随着欧洲市场影响力减弱，全球化工贸易流向正逐步向新兴亚洲市 场转移。其中，亚洲，尤其是中东正进一步巩固其化工产品主要出口枢纽地位。长期来看，欧洲或将从 化工产品净出口地区转变为净进口地区。 欧洲市场正在持续衰退。德国化工贸易商赫尔姆公司董事长斯蒂芬·施纳贝指出："欧洲创造收入的劳动 力人口不断减少，而现有劳动力的消费支出也逐渐流向其他地区，这直接抑制了当地消费市场活力。这 一现象将进一步影响欧洲化工产品需求，为中东、东亚等产能过剩的化工生产大国创造更多对欧出口机 遇。" ...

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：中化集团、央企改革、化 肥、盐化工、煤化工等。 12月30日，鲁西化工盘中上涨2.08%，截至10:23，报16.68元/股，成交1.15亿元，换手率0.36%，总市值 317.64亿元。 资金流向方面，主力资金净流出4.61万元，特大单买入525.64万元，占比4.59%，卖出428.40万元，占比 3.74%；大单买入2142.43万元，占比18.69%，卖出2244.28万元，占比19.58%。 鲁西化工今年以来股价涨47.09%，近5个交易日涨9.31%，近20日涨11.35%，近60日涨17.88%。 资料显示，鲁西化工集团股份有限公司位于山东聊城高新技术产业开发区化工新材料产业园，成立日期 1998年6月11日，上市日期1998年8月7日，公司主营业务涉及化工新材料、基础化工及其他业务。主营 业务收入构成为：化工新材料产品66.07%，基础化工产品20.11%，化肥产品12.06%，其他产品1.76%。 责任编辑：小浪快报 截至9月30日，鲁西化工股东户数6.75万，较上期减少33.15%；人均流通股28212股，较上期增加 4 ...

Group 1 - The core viewpoint of the news is that Lu Xi Chemical has shown a significant increase in stock price and trading activity, with a year-to-date increase of 37.30% and a recent trading volume of 1.07 billion yuan [1] - As of September 30, 2025, Lu Xi Chemical reported a revenue of 21.918 billion yuan, reflecting a year-on-year growth of 1.57%, while the net profit attributable to shareholders decreased by 35.03% to 1.023 billion yuan [2] - The company has distributed a total of 9.885 billion yuan in dividends since its A-share listing, with 2.167 billion yuan distributed over the past three years [3] Group 2 - Lu Xi Chemical's main business revenue composition includes 66.07% from new chemical materials, 20.11% from basic chemicals, 12.06% from fertilizers, and 1.76% from other products [1] - The company has a total market capitalization of 29.650 billion yuan, with a trading turnover rate of 0.36% [1] - As of September 30, 2025, the number of shareholders decreased by 33.15% to 67,500, while the average circulating shares per person increased by 49.59% to 28,212 shares [2]

Core Insights - Lu Xi Chemical experienced a stock price increase of 2.03% on November 28, reaching 15.05 CNY per share, with a total market capitalization of 28.66 billion CNY [1] - The company has seen a year-to-date stock price increase of 32.72%, with a 3.01% rise over the last five trading days and an 11.65% increase over the last 20 days [1] Financial Performance - For the period from January to September 2025, Lu Xi Chemical reported a revenue of 21.92 billion CNY, reflecting a year-on-year growth of 1.57%, while the net profit attributable to shareholders decreased by 35.03% to 1.02 billion CNY [2] - Cumulative cash dividends since the company's A-share listing amount to 9.89 billion CNY, with 2.17 billion CNY distributed over the last three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders decreased by 33.15% to 67,500, while the average number of circulating shares per person increased by 49.59% to 28,212 shares [2] - The top ten circulating shareholders include notable entities such as Penghua Zhongzheng Subdivision Chemical Industry Theme ETF and Hong Kong Central Clearing Limited, with significant changes in their holdings [3]

截至9月30日，鲁西化工股东户数6.75万，较上期减少33.15%；人均流通股28212股，较上期增加 49.59%。2025年1月-9月，鲁西化工实现营业收入219.18亿元，同比增长1.57%；归母净利润10.23亿元， 同比减少35.03%。 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。 鲁西化工今年以来股价涨30.42%，近5个交易日跌9.32%，近20日涨14.39%，近60日涨13.94%。 资料显示，鲁西化工集团股份有限公司位于山东聊城高新技术产业开发区化工新材料产业园，成立日期 1998年6月11日，上市日期1998年8月7日，公司主营业务涉及化工新材料、基础化工及其他业务。主营 业务收入构成为：化工新材料产品66.07%，基础化工产品20.11%，化肥产品12.06%，其他产品1.76%。 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：有机硅、氟化工、盐化 工、中化集团、化肥等。 11月21日，鲁西化工盘中下跌2.05%，截至09:35，报14.79元/股，成交4681.96万元，换手率0.17%，总 市值281.65亿元。 资 ...

Group 1 - The core viewpoint of the news is that Lu Xi Chemical has shown a mixed performance in stock price and financial results, with a notable increase in stock price year-to-date but a decline in net profit [1][2]. Group 2 - As of November 7, Lu Xi Chemical's stock price increased by 2.12% to 13.96 CNY per share, with a total market capitalization of 26.584 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 23.10%, with a recent 5-day increase of 3.56%, a 20-day decrease of 4.97%, and a 60-day increase of 15.37% [1]. - For the period from January to September 2025, Lu Xi Chemical reported a revenue of 21.918 billion CNY, reflecting a year-on-year growth of 1.57%, while the net profit attributable to shareholders decreased by 35.03% to 1.023 billion CNY [2]. - The company has distributed a total of 9.885 billion CNY in dividends since its A-share listing, with 2.167 billion CNY distributed over the past three years [2]. Group 3 - Lu Xi Chemical's main business segments include chemical new materials (66.07% of revenue), basic chemicals (20.11%), fertilizers (12.06%), and other products (1.76%) [1]. - The company is categorized under the basic chemicals industry, specifically in chemical raw materials and coal chemicals [1].

Investment Rating - The investment rating for the company is "Accumulate" [6] Core Views - The company reported a significant increase in net profit for the third quarter, with a year-on-year growth of 187% and a total net profit of 12 billion yuan [1] - The refrigerant industry remains buoyant, with the company benefiting from a production quota system that is expected to sustain long-term price increases [4] - The company is positioned as a leading player in the refrigerant market, holding a 39.33% share of the national production quota for HFCs [4] Revenue and Profitability - For the first three quarters of 2025, the company achieved a revenue of 20.4 billion yuan, a year-on-year increase of 14%, and a net profit of 3.25 billion yuan, up 160% [1] - The refrigerant segment generated 9.35 billion yuan in revenue, representing a 48% year-on-year increase, contributing 46% to total revenue [2] - The average price of refrigerants increased significantly, with R32 priced at 57,000 yuan/ton, up 62% year-on-year [2] Segment Performance - Other segments, such as fluorochemical raw materials and fluoropolymer materials, showed mixed results, with revenues of 990 million yuan and 1.4 billion yuan respectively, reflecting year-on-year growth of 10.5% and 5.5% [3] - The food packaging materials segment faced a decline in revenue, down 27% year-on-year, due to weak market demand [3] Future Outlook - The company is expected to see continued growth in net profit, with projections of 4.44 billion yuan, 5.43 billion yuan, and 6.59 billion yuan for 2025, 2026, and 2027 respectively [4] - The company maintains a strong market position and is well-positioned to benefit from the ongoing demand for refrigerants and the implementation of production quotas [4]