资料显示，红宝丽集团股份有限公司位于江苏省南京市高淳区经济开发区双高路29号，成立日期1994年 6月23日，上市日期2007年9月13日，公司主营业务涉及环氧丙烷衍生品,包括聚氨酯硬泡组合聚醚、异 丙醇胺系列产品,以及环氧丙烷、过氧化二异丙苯、聚氨酯保温板的研发、生产和销售。主营业务收入 构成为：环丙衍生品90.52%，材料贸易及其他9.40%，保温材料0.09%。 资金流向方面，主力资金净流出2699.20万元，特大单买入402.58万元，占比1.97%，卖出665.70万元， 占比3.26%；大单买入2650.51万元，占比12.97%，卖出5086.59万元，占比24.90%。 红宝丽今年以来股价涨105.90%，近5个交易日涨2.46%，近20日跌13.56%，近60日跌9.63%。 今年以来红宝丽已经41次登上龙虎榜，最近一次登上龙虎榜为8月29日，当日龙虎榜净买入-2.83亿元； 买入总计1.88亿元 ，占总成交额比6.71%；卖出总计4.70亿元 ，占总成交额比16.81%。 10月14日，红宝丽盘中下跌2.02%，截至13:03，报8.73元/股，成交2.04亿元，换手率3.18%，总市值 ...

Core Viewpoint - Hongbaoli's stock price has shown significant volatility, with a year-to-date increase of 142.45%, but recent trading indicates a net outflow of funds, suggesting potential investor caution [1][2]. Company Overview - Hongbaoli Group Co., Ltd. is located in Nanjing, Jiangsu Province, established on June 23, 1994, and listed on September 13, 2007. The company specializes in epoxy propylene derivatives, including polyurethane rigid foam composite polyether and isopropanolamine series products, as well as the research, production, and sales of epoxy propylene, benzoyl peroxide, and polyurethane insulation boards [2]. - The main business revenue composition is as follows: epoxy propylene derivatives 90.52%, material trading and others 9.40%, and insulation materials 0.09% [2]. - Hongbaoli belongs to the Shenwan industry classification of basic chemicals - chemical products - polyurethane, and is associated with concepts such as margin trading, new materials, wind energy, QFII holdings, and the Belt and Road Initiative [2]. Financial Performance - As of June 30, the number of shareholders for Hongbaoli was 154,600, an increase of 13.85% from the previous period, with an average of 4,706 circulating shares per person, a decrease of 12.17% [2]. - For the first half of 2025, Hongbaoli reported operating revenue of 1.245 billion yuan, a year-on-year decrease of 1.10%, and a net profit attributable to shareholders of 24.39 million yuan, down 35.51% year-on-year [2]. - Since its A-share listing, Hongbaoli has distributed a total of 564 million yuan in dividends, with 132 million yuan distributed over the past three years [2].

Core Viewpoint - The top-performing stocks in April include United Chemical and Guofang Group, with significant price increases of 159.09% and 117.10% respectively, amidst a general market decline [1][3]. Stock Performance Summary - **United Chemical**: Achieved a cumulative increase of 159.09% in April, with two trading days recording a 20% limit up. The company reported a revenue of 535 million yuan for 2024, a 24.80% increase year-on-year, and a net profit of 56.43 million yuan, up 66.81% [5]. - **Guofang Group**: Experienced a 117.10% increase, despite multiple risk warnings. The company reported a revenue of 757 million yuan for 2024, a 21.92% decrease, and a net profit of 58.01 million yuan, down 63.23% [6]. - **Hongbaoli**: Recorded a 104.27% increase, with eight trading days hitting the limit up. The company is undergoing technical modifications for its epoxy propylene project, which has not yet generated sales revenue [7]. - **ST Yushun**: Increased by 88.49%, with 16 trading days hitting the limit up. The company announced a significant asset restructuring involving a data center project [8]. - **Zhongqi New Materials**: Achieved an 85.72% increase, with a major share transfer that changed its controlling shareholder [9]. - **Lintai New Materials**: Increased by 84.94%, reporting a revenue of 101 million yuan for Q1 2025, a 107.43% increase, and a net profit of 38.36 million yuan, up 287.62% [10]. - **Wancheng Group**: Increased by 82.79%, reporting a revenue of 10.821 billion yuan for Q1 2025, a 124.02% increase, and a net profit of 215 million yuan, up 3344.13% [11][12]. - **Anji Food**: Increased by 76.69%, with a revenue of 607 million yuan for 2024, a 4.06% decrease, and a net profit of 38.33 million yuan, up 23.29% [13]. - **Leshan Electric Power**: Increased by 71.69%, with multiple risk warnings regarding high stock price increases [14]. - **Redick**: Increased by 70.20%, with ongoing uncertainty regarding its acquisition activities [15].

近期，化工板块沿着环氧丙烷方向持续扩散炒作。4月22日，人气股红宝丽（002165.SZ）再度触及涨 停，录得6天5板，换手率高达44.1%。 公开资料显示，红宝丽的主营业务是环氧丙烷衍生品，包括聚氨酯硬泡组合聚醚、特种聚醚、异丙醇胺 系列产品，以及环氧丙烷、聚氨酯保温板的研发、生产和销售。 消息方面，据智通财经，此前海外多家巨头永久停产环氧丙烷。2025年3月18日，全球化工巨头科思创 和利安德巴塞尔宣布永久关闭合资环氧丙烷生产装置，项目年产能约31.5万吨。伴随消息逐步发酵扩 散，环氧丙烷产能缺口引发涨价预期，国内现货环氧丙烷价格有一定增长。 然而，22日晚间，红宝丽发布2025年一季报，报告期内营业收入为6.54亿元，同比增长9.48%，净利润 为2200.27万元，同比下降23.68%。主要原因是产品价格因经营环境影响下调，加上部分原料价格上涨 致毛利率下降。 当晚，红宝丽同步披露了2024年年报，报告期，公司实现营业收入27.26亿元，同比增长2.98%；归母净 利润5849.54万元，同比增长52.8%；基本每股收益0.08元。公司拟每10股派发现金红利0.4元（含税）。 实际上，连日以来，红宝丽 ...