嘉实中证细分化工产业主题指数发起式A（013527）成立日期2022年9月22日，最新规模1628.29万。今 年以来收益19.12%，同类排名2836/4220；近一年收益29.73%，同类排名2975/3824；成立以来亏损 15.7%。 从基金十大重仓股角度 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，嘉实基金旗下1只基金重仓恒力石化。嘉实中证细分化工产业主题指数发起式A（013527） 二季度减持8.45万股，持有股数36.38万股，占基金净值比例为2.95%，位居第七大重仓股。根据测算， 今日浮盈赚取约30.56万元。 责任编辑：小浪快报 嘉实中证细分化工产业主题指数发起式A（013527）基金经理为张超梁。 9月26日，恒力石化涨5.12%，截至发稿，报17.24元/股，成交4.48亿元，换手率0.38%，总市值1213.54 亿元。 截至发稿，张超梁累计任职时间5年290天，现任基金资产总规模241.02亿元，任职期间最佳基金回报 70.4%， ...

9月26日，恒力石化盘中上涨2.13%，截至09:44，报16.75元/股，成交8243.83万元，换手率0.07%，总市 值1179.05亿元。 机构持仓方面，截止2025年6月30日，恒力石化十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股2.39亿股，相比上期增加2322.52万股。 资金流向方面，主力资金净流出71.59万元，大单买入1004.39万元，占比12.18%，卖出1075.98万元，占 比13.05%。 恒力石化所属申万行业为：石油石化-炼化及贸易-炼油化工。所属概念板块包括：煤化工、大盘、 MSCI中国、融资融券、可降解等。 截至6月30日，恒力石化股东户数7.44万，较上期减少0.75%；人均流通股94588股，较上期增加0.75%。 2025年1月-6月，恒力石化实现营业收入1039.44亿元，同比减少7.68%；归母净利润30.50亿元，同比减 少24.08%。 分红方面，恒力石化A股上市后累计派现261.36亿元。近三年，累计派现76.02亿元。 恒力石化今年以来股价涨13.02%，近5个交易日跌0.89%，近20日跌4.45%，近60日涨18.46%。 资料显示， ...

Company Overview - Hengli Petrochemical Co., Ltd. is located at 52 Gangxing Road, Victoria Plaza, Zhongshan District, Dalian, Liaoning Province, established on March 9, 1999, and listed on August 20, 2001 [1] - The company's main business includes the research, production, and sales of polyester fibers, polyester films, steam, electricity, PTA production, and refining and petrochemical businesses [1] - The revenue composition of the main business is as follows: refining products 45.92%, PTA 31.10%, polyester products 19.24%, and others 3.73% [1] Financial Performance - As of June 30, 2025, Hengli Petrochemical achieved operating revenue of 103.944 billion yuan, a year-on-year decrease of 7.68% [2] - The net profit attributable to shareholders for the same period was 3.050 billion yuan, a year-on-year decrease of 24.08% [2] - Cumulative cash dividends since the A-share listing amount to 26.136 billion yuan, with 7.602 billion yuan distributed in the last three years [3] Stock Market Activity - On September 18, Hengli Petrochemical's stock price decreased by 2.01%, closing at 16.55 yuan per share, with a trading volume of 233 million yuan and a turnover rate of 0.20% [1] - The total market capitalization is approximately 116.497 billion yuan [1] - Year-to-date, the stock price has increased by 11.07%, with a decline of 4.28% over the last five trading days and a 1.55% decrease over the last 20 days [1] Shareholder Information - As of June 30, 2025, the number of shareholders is 74,400, a decrease of 0.75% from the previous period [2] - The average circulating shares per person increased by 0.75% to 94,588 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 239 million shares, an increase of 23.2252 million shares compared to the previous period [3]

Company Overview - Hengli Petrochemical Co., Ltd. is located in Dalian, Liaoning Province, and was established on March 9, 1999, with its listing date on August 20, 2001. The company specializes in the research, production, and sales of polyester fibers, polyester films, and related products, as well as the production and sales of steam and electricity, PTA production and sales, and refining and petrochemical businesses [1]. Financial Performance - As of June 30, 2025, Hengli Petrochemical reported a revenue of 103.944 billion yuan, a year-on-year decrease of 7.68%. The net profit attributable to shareholders was 3.050 billion yuan, down 24.08% year-on-year [2]. - The company has cumulatively distributed dividends of 25.573 billion yuan since its A-share listing, with 7.039 billion yuan distributed over the past three years [3]. Stock Performance - On September 12, Hengli Petrochemical's stock price fell by 2.02%, trading at 16.94 yuan per share, with a total market capitalization of 119.242 billion yuan. The stock has increased by 13.69% year-to-date, with a 1.51% decline over the last five trading days, an 11.67% increase over the last 20 days, and a 20.14% increase over the last 60 days [1]. - The company experienced a net outflow of 14.9618 million yuan in principal funds, with large orders buying 44.0059 million yuan and selling 50.8773 million yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for Hengli Petrochemical was 74,400, a decrease of 0.75% from the previous period. The average number of circulating shares per person increased by 0.75% to 94,588 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited ranked as the fifth largest, holding 239.2 million shares, an increase of 23.2252 million shares compared to the previous period [3]. Business Segmentation - The main revenue composition of Hengli Petrochemical includes refining products (45.92%), PTA (31.10%), polyester products (19.24%), and others (3.73%) [1].

Company Overview - Hengli Petrochemical Co., Ltd. is located in Dalian, Liaoning Province, and was established on March 9, 1999, with its listing date on August 20, 2001. The company specializes in the research, production, and sales of polyester fibers, polyester films, and related products, as well as the production and sales of steam and electricity, PTA production and sales, and refining and petrochemical businesses [1]. Financial Performance - As of June 30, 2025, Hengli Petrochemical reported a revenue of 103.944 billion yuan, a year-on-year decrease of 7.68%. The net profit attributable to shareholders was 3.050 billion yuan, down 24.08% year-on-year [2]. - The company has cumulatively distributed 25.573 billion yuan in dividends since its A-share listing, with 7.039 billion yuan distributed over the past three years [3]. Stock Performance - On September 3, Hengli Petrochemical's stock price decreased by 2.05%, trading at 17.22 yuan per share, with a total market capitalization of 121.213 billion yuan. The stock has increased by 15.57% year-to-date, with a 0.23% decline over the last five trading days, a 12.92% increase over the last 20 days, and a 19.25% increase over the last 60 days [1]. - The company had 74,400 shareholders as of June 30, 2025, a decrease of 0.75% from the previous period, with an average of 94,588 circulating shares per shareholder, an increase of 0.75% [2]. Shareholding Structure - As of June 30, 2025, Hong Kong Central Clearing Limited was the fifth-largest circulating shareholder, holding 239 million shares, an increase of 23.2252 million shares compared to the previous period [3]. Business Segmentation - The main revenue composition of Hengli Petrochemical includes refining products (45.92%), PTA (31.10%), polyester products (19.24%), and others (3.73%) [1].

Group 1 - The core viewpoint of the news is that Hengli Petrochemical's stock has shown significant price increases and positive trading activity, indicating investor interest and potential growth in the company [1][2]. - As of August 28, Hengli Petrochemical's stock price increased by 2.03% to 17.61 CNY per share, with a total market capitalization of 123.96 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 18.19%, with notable gains of 4.76% in the last five trading days, 13.98% in the last twenty days, and 21.36% in the last sixty days [1]. Group 2 - For the first half of 2025, Hengli Petrochemical reported a revenue of 103.94 billion CNY, a year-on-year decrease of 7.68%, and a net profit attributable to shareholders of 3.05 billion CNY, down 24.08% compared to the previous year [2]. - The company has distributed a total of 25.57 billion CNY in dividends since its A-share listing, with 7.04 billion CNY distributed over the last three years [3]. - As of June 30, 2025, the number of shareholders decreased by 0.75% to 74,400, while the average number of circulating shares per person increased by 0.75% to 94,588 shares [2][3].

Company Overview - Hengli Petrochemical Co., Ltd. is located in Dalian, Liaoning Province, and was established on March 9, 1999, with its listing date on August 20, 2001. The company specializes in the research, production, and sales of polyester fibers, polyester films, and related products, as well as the production and sales of steam and electricity, PTA production and sales, and refining and petrochemical businesses [1]. Financial Performance - As of June 30, 2025, Hengli Petrochemical reported a revenue of 103.944 billion yuan, a year-on-year decrease of 7.68%. The net profit attributable to shareholders was 3.050 billion yuan, down 24.08% compared to the previous year [2]. - The company has cumulatively distributed 25.573 billion yuan in dividends since its A-share listing, with 7.039 billion yuan distributed over the past three years [3]. Stock Performance - On August 25, Hengli Petrochemical's stock price increased by 2.05%, reaching 17.45 yuan per share, with a trading volume of 358 million yuan and a turnover rate of 0.30%. The total market capitalization stood at 122.832 billion yuan [1]. - Year-to-date, the stock price has risen by 17.11%, with a 15.41% increase over the last five trading days, an 11.08% increase over the last 20 days, and an 18.71% increase over the last 60 days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for Hengli Petrochemical was 74,400, a decrease of 0.75% from the previous period. The average number of circulating shares per person increased by 0.75% to 94,588 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited ranked as the fifth largest, holding 239 million shares, an increase of 23.2252 million shares from the previous period [3]. Business Segmentation - The main revenue composition of Hengli Petrochemical includes refining products (45.92%), PTA (31.10%), polyester products (19.24%), and others (3.73%) [1]. - The company is classified under the Shenwan industry as part of the petroleum and petrochemical sector, specifically in refining and trade [1].

Company Overview - Hengli Petrochemical Co., Ltd. is located in Dalian, Liaoning Province, and was established on March 9, 1999, with its listing date on August 20, 2001 [1] - The company specializes in the research, production, and sales of polyester fibers, polyester films, and related products, as well as the production and sales of steam and electricity; it also engages in PTA production and sales, refining, and petrochemical businesses [1] - The main revenue composition includes refining products (45.77%), PTA (28.83%), polyester products (17.68%), and others (7.72%) [1] Stock Performance - As of August 22, Hengli Petrochemical's stock price increased by 2.14%, reaching 17.17 CNY per share, with a trading volume of 134 million CNY and a turnover rate of 0.11%, resulting in a total market capitalization of 120.86 billion CNY [1] - Year-to-date, the stock price has risen by 15.23%, with a 13.18% increase over the last five trading days, a 9.50% increase over the last 20 days, and a 16.17% increase over the last 60 days [1] Financial Performance - For the period ending March 31, Hengli Petrochemical reported a revenue of 57.046 billion CNY, a year-on-year decrease of 2.34%, and a net profit attributable to shareholders of 2.051 billion CNY, down 4.13% year-on-year [2] - The company has cumulatively distributed 25.573 billion CNY in dividends since its A-share listing, with 7.039 billion CNY distributed over the past three years [3] Shareholder Information - As of March 31, the number of shareholders for Hengli Petrochemical was 75,000, a decrease of 8.28% from the previous period, with an average of 93,882 circulating shares per shareholder, an increase of 9.03% [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 216 million shares, a decrease of 8.8883 million shares compared to the previous period [3]

Core Viewpoint - The recent board reshuffle at *ST Songfa, a subsidiary of Hengli Group, signals a significant shift in the company's direction, with a focus on integrating Hengli Heavy Industry into the listed entity, marking a potential end to a long-term "shell" strategy [3][12][24]. Group 1: Company Background - Hengli Group, established 31 years ago, reported a total revenue of 871.5 billion yuan, ranking third among China's top 500 private enterprises [3]. - The group is controlled by Chen Jianhua and Fan Hongwei, who are recognized as prominent figures in the private sector, with a combined wealth of 125 billion yuan, placing them among China's top 20 wealthy families [6][7]. Group 2: Board Reshuffle Details - On August 6, *ST Songfa announced an early board reshuffle, with a new board of directors nominated, none of the previous members retained [3][12]. - The new board includes Chen Hanlun, a 24-year-old candidate and son of the actual controllers, marking his debut in the A-share market [4][5]. Group 3: Market Reaction - Following the announcement, *ST Songfa's stock price rose, with market capitalization increasing from 40.1 billion yuan to 46 billion yuan within a week [12][13]. - The market's positive response indicates investor confidence in the upcoming integration of Hengli Heavy Industry into *ST Songfa [13][24]. Group 4: Historical Context - *ST Songfa, originally a ceramics company, has faced significant challenges, including three consecutive years of losses leading to its current status as a "ST" (special treatment) company [12][21]. - The company was acquired by Hengli Group in 2018, with the intention of utilizing its public listing as a "shell" for future business ventures [14][15]. Group 5: Future Prospects - The restructuring plan involves divesting all ceramic assets and replacing them with Hengli Heavy Industry's assets, valued at approximately 8 billion yuan, alongside a fundraising effort of up to 4 billion yuan [23][27]. - This move is seen as a strategic alignment with Hengli Group's broader industrial goals, particularly in the heavy industry and shipbuilding sectors [26][27].

Core Viewpoint - The article discusses the significant board reshuffle at *ST Songfa, a subsidiary of Hengli Group, highlighting the emergence of the founder's son, Chen Hanlun, as a new board candidate, indicating a potential "shell" transaction in the capital market [5][14][27]. Group 1: Company Overview - Hengli Group, established for 31 years, reported a total revenue of 871.5 billion yuan, ranking third among China's top 500 private enterprises [5]. - The group is controlled by Chen Jianhua and Fan Hongwei, who are prominent figures in the Chinese private sector, with a combined wealth of 125 billion yuan, placing them among the top 20 wealthy families in China [5][6][7]. Group 2: Board Reshuffle and New Leadership - On August 6, *ST Songfa announced an early board reshuffle, with a new board of nine members, none of whom are from the previous board [5][14]. - Chen Hanlun, the 24-year-old son of the founders, is a notable addition to the board, marking his official debut in the A-share market [5][14]. Group 3: Historical Context and Financial Performance - *ST Songfa, originally a ceramics company, has faced financial difficulties, leading to its stock being labeled as *ST due to three consecutive years of losses [13][22]. - The company’s market capitalization increased from 40.1 billion yuan on August 5 to 46 billion yuan by August 11, following the announcement of the board changes [13][14]. Group 4: Strategic Moves and Future Prospects - The article suggests that the board changes signal the conclusion of a long-anticipated "shell" transaction, with Hengli Group likely to inject new assets into *ST Songfa [14][24]. - The restructuring plan involves divesting all ceramic assets and replacing them with Hengli Group's Hengli Heavy Industry, valued at approximately 8 billion yuan [24][26].