Core Viewpoint - Bohui Co., Ltd. has seen a stock price increase of 5.01% to 13.62 CNY per share, with a total market capitalization of 4.017 billion CNY as of November 14 [1] Company Overview - Bohui Co., Ltd. is located in Ningbo, Zhejiang Province, established on October 12, 2005, and listed on June 30, 2020 [1] - The company specializes in the research, production, and sales of chemical raw materials, including asphalt additives, rubber additives, and lubricating oil additives, as well as lighter fuel oils [1] - The revenue composition of the company includes: - Base oil: 36.09% - No. 6-7 fuel oil: 25.24% - Furnace fuel oil No. 2: 24.58% - White oil: 14.05% - Others: 0.04% [1] Shareholder Information - Among the top ten circulating shareholders of Bohui Co., Ltd., Huaxia Fund has a fund, Huaxia Double Bond A (000047), which entered the top ten in the third quarter, holding 3.8623 million shares, accounting for 1.33% of circulating shares [2] - The estimated floating profit for Huaxia Double Bond A today is approximately 2.5105 million CNY [2] Fund Performance - Huaxia Double Bond A (000047) is managed by Liu Wanjun, who has a tenure of 11 years and 322 days [3] - The fund's total asset size is 17.39 billion CNY, with a best return of 99.69% and a worst return of -2.56% during Liu's management [3]

Core Viewpoint - 博汇股份 is a leading player in the chemical industry, focusing on the production of various chemical additives and fuels, with significant production capacity and a strong emphasis on intelligent manufacturing [1][5]. Group 1: Company Overview - 博汇股份 was established on October 12, 2005, and was listed on the Shenzhen Stock Exchange on June 30, 2020, with its headquarters located in Ningbo, Zhejiang Province [1]. - The company specializes in the research, production, and sales of chemical raw materials, including asphalt additives, rubber additives, and lubricating oil additives, as well as lighter fuel oils [1]. Group 2: Financial Performance - In Q3 2025, 博汇股份 achieved a revenue of 2.04 billion yuan, ranking 8th among 14 companies in the industry, significantly lower than the top company, 桐昆股份, which reported 67.397 billion yuan [2]. - The company's net profit for the same period was -637.094 million yuan, placing it 10th in the industry, with the industry leader 桐昆股份 reporting a net profit of 1.562 billion yuan [2]. Group 3: Financial Ratios - As of Q3 2025, 博汇股份 had a debt-to-asset ratio of 56.84%, which, although improved from 75.64% the previous year, remains above the industry average of 46.91% [3]. - The gross profit margin for 博汇股份 in Q3 2025 was 2.14%, a significant decline from 22.93% year-on-year, and below the industry average of 6.71% [3]. Group 4: Management and Shareholder Information - The chairman, 金碧华, received a salary of 1.4415 million yuan in 2024, an increase of 311,600 yuan from 2023 [4]. - As of September 30, 2025, the number of A-share shareholders decreased by 1.20% to 9,620, while the average number of shares held per shareholder increased by 1.22% to 30,100 shares [5]. Group 5: Business Highlights and Developments - 博汇股份 is recognized as a national intelligent manufacturing demonstration factory, with an annual production capacity of up to one million tons and self-sufficient hydrogen production capabilities [5]. - The company successfully facilitated the first domestic bonded high-sulfur fuel oil futures delivery in May 2025, being the only private refinery engaged in this business [5]. - 博汇股份 has submitted a capital increase application to the Shenzhen Stock Exchange to establish a wholly-owned subsidiary for intelligent computing services, with a total procurement amount expected to not exceed 390 million yuan [5].

Core Viewpoint - The stock of Bohui Co., Ltd. has shown significant volatility, with a year-to-date increase of 87.93% but a recent decline in the last five and twenty trading days, indicating potential market fluctuations and investor sentiment changes [2]. Company Overview - Bohui Co., Ltd. is located in Ningbo, Zhejiang Province, established on October 12, 2005, and listed on June 30, 2020. The company specializes in the research, production, and sales of chemical raw materials, including asphalt additives, rubber additives, and lubricating oil additives [2]. - The main revenue components of Bohui Co., Ltd. include base oil (36.09%), 6-7 fuel oil (25.24%), furnace fuel oil 2 (24.58%), and white oil (14.05%) [2]. Financial Performance - For the first half of 2025, Bohui Co., Ltd. reported a revenue of 1.342 billion yuan, a year-on-year decrease of 1.73%. The net profit attributable to the parent company was -59.29 million yuan, showing a year-on-year increase of 43.80% [3]. - Since its A-share listing, Bohui Co., Ltd. has distributed a total of 73.3252 million yuan in dividends, with 20.9092 million yuan distributed in the last three years [4]. Shareholder and Market Activity - As of September 20, 2023, the number of shareholders of Bohui Co., Ltd. was 9,737, a decrease of 3.81% from the previous period. The average circulating shares per person increased by 3.96% to 29,751 shares [3]. - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on July 15, where it recorded a net purchase of 25.623 million yuan [2].