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石大胜华(603026) - 石大胜华2025年半年度主要经营数据公告
2025-08-25 11:46
证券代码:603026 证券简称:石大胜华 公告编号:临 2025-044 石大胜华新材料集团股份有限公司 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个别及连带责任。 石大胜华新材料集团股份有限公司(以下简称"公司")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,现将公司2025年半年 度主要经营数据披露如下: 注:1、碳酸二甲酯系列产销量差距部分为内部自用。 二、主要产品的价格变动情况(不含税) 单位:人民币元/吨 | 产品名称 | 2025年1-6月平均售 | 2024年1-6月平均 | 变动比率(%) | | --- | --- | --- | --- | | | 价 | 售价 | | | 碳酸二甲酯系列 | 5,159.24 | 5,591.04 | -7.72 | | 甲基叔丁基醚 | 4,953.39 | 6,104.84 | -18.86 | | 气体 | 4,539.61 | 4,60 ...
皇马科技: 皇马科技2025年半年度主要经营数据公告
Zheng Quan Zhi Xing· 2025-08-22 12:13
特此公告。 证券代码:603181 证券简称:皇马科技 公告编号:2025-025 浙江皇马科技股份有限公司 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。 浙江皇马科技股份有限公司(以下简称"公司")根据上海证券交易所《上 市公司自律监管指引第3号行业信息披露第十三号——化工》要求,现将2025年 半年度主要经营数据披露如下: 一、2025年半年度主要产品的产量、销量及收入实现情况 主要产品 产量(吨) 销量(吨) 营业收入(万元) 特种功能性及高分 子材料表面活性剂 其中:战略性新兴板块 28,320.02 34,387.17 注:战略性新兴板块产品目前包括高端功能性电子化学品板块产品和功能性 新材料树脂板块产品。公司将功能性电子化学品、UV 光固化、湿电子化学品用 表面活性剂等相关产品归类为高端功能性电子化学品板块,将新能源胶树脂、MS 树脂、聚醚胺等新材料树脂相关产品归类为功能性新材料树脂板块。 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 主要产品 售价(元/吨) 均售价(元/吨) (%) 特种功能 ...
皇马科技(603181) - 皇马科技2025年半年度主要经营数据公告
2025-08-22 11:58
一、2025年半年度主要产品的产量、销量及收入实现情况 主要产品 产量(吨) 销量(吨) 营业收入(万元) 特种功能性及高分 子材料表面活性剂 93,290.39 94,252.51 119,367.98 其中:战略性新兴板块 28,320.02 34,387.17 三、报告期内无其他对公司生产经营具有重大影响的事项。 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。 浙江皇马科技股份有限公司(以下简称"公司")根据上海证券交易所《上 市公司自律监管指引第3号行业信息披露第十三号——化工》要求,现将2025年 半年度主要经营数据披露如下: 注:战略性新兴板块产品目前包括高端功能性电子化学品板块产品和功能性 新材料树脂板块产品。公司将功能性电子化学品、UV 光固化、湿电子化学品用 表面活性剂等相关产品归类为高端功能性电子化学品板块,将新能源胶树脂、MS 树脂、聚醚胺等新材料树脂相关产品归类为功能性新材料树脂板块。 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 | 主要产品 | 2025 | 年半年度平均 | 20 ...
卫星化学(002648):1H25业绩稳健增长,看好α-烯烃综合利用项目建设
Great Wall Securities· 2025-08-22 07:21
证券研究报告 | 公司动态点评 2025 年 08 月 22 日 卫星化学(002648.SZ) 公司 1H25 业绩稳健增长,看好α-烯烃综合利用项目建设 | 财务指标 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业收入(百万元) | 41,487 | 45,648 | 53,795 | 62,543 | 71,512 | | 增长率 yoy(%) | 12.0 | 10.0 | 17.8 | 16.3 | 14.3 | | 归母净利润(百万元) | 4,789 | 6,072 | 6,370 | 7,686 | 9,475 | | 增长率 yoy(%) | 54.7 | 26.8 | 4.9 | 20.7 | 23.3 | | ROE(%) | 18.8 | 20.0 | 18.2 | 18.5 | 18.9 | | EPS 最新摊薄(元) | 1.42 | 1.80 | 1.89 | 2.28 | 2.81 | | P/E(倍) | 13.5 | 10.7 | 10.2 | 8.4 ...
宏源期货日刊-20250821
Hong Yuan Qi Huo· 2025-08-21 01:41
Report Summary 1. Report Industry Investment Rating There is no information about the report industry investment rating in the given content. 2. Core Viewpoints There is no clear core viewpoint presented in the provided content. It mainly shows various commodity prices, price changes, and industrial load rates. 3. Summary by Related Catalogs Commodity Prices and Changes - The current price of crude oil is $575.50 per ton on August 21, 2025, with a previous value of $574.50, a change of 0.1% [1]. - The price of the Northeast Asia ethylene price index is $831.00 per ton on August 21, 2025, with a previous value of $826.00, a change of 0.61% [1]. - The ex - factory price of ethylene oxide in the East China region is $6300.00 per ton on August 21, 2025, unchanged from the previous value [1]. - The price of methanol is $2275.00 per ton on August 21, 2025, unchanged from the previous value [1]. - The price of brown coal in Inner Mongolia is $290.00 per ton on August 20, 2025, unchanged from the previous value [1]. - The settlement price of the main contract of a certain commodity is $4452.00 per ton on August 20, 2025, with a previous value of $4363.00, a change of 2.04% [1]. - The settlement price of the nearby contract of a certain commodity is $4400.00 per ton on August 20, 2025, unchanged from the previous value [1]. - The price of ethylene glycol in the East China market is $4460.00 per ton on August 20, 2025, unchanged from the previous value [1]. - The price difference between the near - month and far - month contracts is $45.00 per ton on August 20, 2025, with a previous value of $44.00, a difference of -$89.00 [1]. - The price difference of another commodity is $38.00 per ton on August 20, 2025, with a previous value of $91.00, a difference of -$3.00 [1]. Industrial Load Rates - The plant load rate of the PTA industry is 83.0% on August 20, 2025, unchanged from the previous value [1]. - The load rate of textile machines in the Zhejiang and Jiangsu PTA industry is 57.80% on August 20, 2025, unchanged from the previous value [1]. Other Information - The external price of ethylene glycol made from naphtha is $903.8 per ton on August 19, 2025, with a previous value of $903.5, a difference of -$0.62 [1]. - The cash - flow situation shows a value of $111.9 on August 19, 2025, with a previous value of $114.9, a difference of -$3.00 [1]. - The post - tax gross profit of a certain coal - based synthesis gas method is $1425.38 per ton on August 20, 2025, with a previous value of $1422.83, a difference of -$2.55 [1]. - The price index of polyester fiber is $8650.00 per ton on August 20, 2025, unchanged from the previous value [1]. - The price index of polyester is $7100.00 per ton on August 20, 2025, with a previous value of $7125.00, a change of 0.3% [1]. - The price index of polyester staple fiber is $6490.00 per ton on August 20, 2025, unchanged from the previous value [1]. - The price index of bottle - grade chips is $5900.00 per ton on August 20, 2025, with a previous value of $5920.00, a change of 0.34% [1].
宏源期货日刊-20250820
Hong Yuan Qi Huo· 2025-08-20 01:01
Report Summary 1) Report Industry Investment Rating No information provided. 2) Core Viewpoints No information provided. 3) Summary by Related Catalog - **Commodity Prices and Changes** - The CFR price of naphtha in Asia on August 20, 2022, was $557 per ton, up 0.66% from the previous day [1]. - The ethylene price index in North America on August 20, 2022, remained unchanged at $826 per ton [1]. - The average ex - factory price of ethylene oxide in East China on August 20, 2022, was 6,300 yuan per ton, unchanged from the previous day [1]. - The settlement price of the main contract of a certain commodity on August 19, 2022, was $436.3 per ton, up 0.23% [1]. - The price of methanol in the East China market on August 19, 2022, was 4,440 yuan per ton, unchanged [1]. - The price of polyester staple fiber on August 19, 2022, was 6,495 yuan per ton, up 0.31% [1]. - **Production and Operation Conditions** - The comprehensive operating rate of coal - to - ethylene glycol on August 19, 2022, was 61.09%, up 1.27 percentage points from the previous day [1]. - The operating rate of the PTA industry chain on August 19, 2022, was 87.30%, unchanged [1]. - The operating rate of textile machinery in Zhejiang's PTA industry on August 19, 2022, was 80.57%, unchanged [1]. - **Profit Conditions** - The after - tax gross profit of a coal - based synthesis device on August 19, 2022, was 461.95 yuan per ton [1].
威尔药业(603351) - 威尔药业关于2025年半年度主要经营数据的公告
2025-08-19 11:47
证券代码:603351 证券简称:威尔药业 公告编号:2025-023 南京威尔药业集团股份有限公司 关于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。 二、 主要产品和原材料的价格变动情况 (一)主要产品销售价格变动情况 单位:元/吨(不含税) | 主要产品 | 2025 年 | 1-6 | 月 | 2024 年 | 1-6 | 月 | 变动比例 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 平均售价 | | | 平均售价 | | | | | 主要产品 | 年 月 2025 1-6 平均售价 | 2024 | 年 月 1-6 平均售价 | 变动比例 | | --- | --- | --- | --- | --- | | 1、合成润滑基础油 | 14,953.22 | | 15,992.14 | -6.50% | | 其中:机械类 | 16,415.59 | | 18,069.94 | -9.16% | | 非机械类 | ...
1600亿化工新材料目标!中国石化、京博已布局
DT新材料· 2025-08-08 16:03
Core Viewpoint - The article discusses the development plan for the petrochemical and new materials industry in Hainan Province, aiming for an output value exceeding 160 billion yuan by 2027, with a focus on upgrading and expanding the industry chain [2]. Group 1: Industry Development Plan - Hainan aims to enhance the petrochemical new materials industry by leveraging the benefits of the "fixed enterprise, fixed variety, fixed quantity" policy for crude oil imports, promoting a complete industry chain from oil to new materials [2]. - The plan includes expanding the olefin industry chain and developing high-end chemical new materials, while also stabilizing the aromatic hydrocarbon industry and extending downstream to specialty polyester and biodegradable materials [2]. Group 2: Current Industry Scale - Hainan has established a significant scale in the petrochemical and new materials industry, with a refining capacity of 10 million tons in Yangpu, supported by Hainan Refining and other enterprises [3]. - Hainan Refining's 800,000-ton refining project, operational since September 2006, serves as the foundation for the petrochemical industry in Yangpu [3]. - The aromatic hydrocarbon production capacity reached 2 million tons after the installation of two production units since 2013 [3]. Group 3: Key Enterprises and Projects - China Petroleum & Chemical Corporation (Sinopec) has invested significantly in Hainan, with Hainan Refining's first phase costing 11.6 billion yuan and achieving a crude oil processing capacity of 9.2 million tons per year [5]. - The high-performance resin industry is represented by Jinfa Technology, which produces high-value-added resin materials for automotive, electronics, and home appliances [5]. - Hainan Baling Petrochemical's 170,000-ton styrene thermoplastic elastomer project enhances the region's capabilities in specialty rubber [5]. Group 4: Recent Project Progress - Hainan Lixing's cobalt-manganese and polyester catalyst project is expected to begin trial production in September 2023, with an investment of 274 million yuan [9]. - Sinopec's 60,000-ton/year continuous production facility for biodegradable materials PBST has successfully produced qualified products, marking a significant milestone in Hainan's new materials sector [10].
宏源期货日刊-20250808
Hong Yuan Qi Huo· 2025-08-08 02:35
Group 1: Report Industry Investment Rating - No relevant content provided Group 2: Report's Core View - No relevant content provided Group 3: Price Summary - Spot price of naphtha CFR Japan on 2025/8/7 was $571.00 per ton, down 1.81% from the previous value [1] - Ethylene price index in Northeast Asia on 2025/8/6 was $821.00 per ton, with no change [1] - Ex - factory average price of ethylene oxide in East China on 2025/8/8 was 6300.00 yuan per ton, unchanged [1] - Spot price of methanol MA on 2025/8/7 was 2387.50 yuan per ton, with no change [1] - Pit - mouth price of lignite in Inner Mongolia (Q3500) on 2025/8/7 was 290.00 yuan per ton, unchanged [1] - DCE EG main contract closing price on 2025/8/7 was 4396.00 yuan per ton, down 0.41% [1] - DCE EG main contract settlement price on 2025/8/7 was 4412.00 yuan per ton, up 0.02% [1] - DCE EG near - month contract closing price on 2025/8/7 was 4407.00 yuan per ton, unchanged [1] - DCE EG near - month contract settlement price on 2025/8/7 was 4407.00 yuan per ton, unchanged [1] - Market intermediate price of ethylene glycol in East China on 2025/8/7 was 4470.00 yuan per ton, unchanged [1] - CCFEI price index of ethylene glycol on 2025/8/7 was 4465.00 yuan per ton, down 0.56% [1] - Near - far month price difference on 2025/8/7 was - 5.00 yuan per ton, a change of - 1.00 [1] - Basis on 2025/8/7 was 69.00 yuan per ton, a change of - 7.00 [1] - CCFEI price index of polyester DTY on 2025/8/7 was 8600.00 yuan per ton, down 0.29% [1] - CCFEI price index of polyester POY on 2025/8/7 was 7150.00 yuan per ton, unchanged [1] - CCFEI price index of polyester staple fiber on 2025/8/7 was 6480.00 yuan per ton, down 0.15% [1] - CCFEI price index of bottle - grade chips on 2025/8/7 was 5940.00 yuan per ton, unchanged [1] Group 4: Operating Conditions Summary - The overall ethylene glycol operating rate on 2025/8/7 was 58.15%, down 1.39% [1] - The operating rate of petroleum - based ethylene glycol on 2025/8/7 was 59.39%, unchanged [1] - The operating rate of coal - based ethylene glycol on 2025/8/7 was 56.36%, down 3.40% [1] - PTA industrial chain load rate of polyester factories on 2025/8/7 was 87.09%, unchanged [1] - PTA industrial chain load rate of weaving machines in Zhejiang on 2025/8/7 was 57.83%, unchanged [1] Group 5: Cash Flow and Gross Margin Summary - External market naphtha - based ethylene glycol on 2025/8/6 had a value of - 96.02 dollars per ton, a change of - 4.54 [1] - External market ethylene - based ethylene glycol on 2025/8/6 was - 108.65 dollars per ton, a change of - 3.00 [1] - MTO - made MEG after - tax gross profit on 2025/8/7 was - 1531.01 yuan per ton, a change of - 7.05 [1] - Coal - based synthesis gas method after - tax device gross profit on 2025/8/7 was 559.29 yuan per ton, a decrease of 17.70 [1]
宏源期货日刊-20250804
Hong Yuan Qi Huo· 2025-08-04 05:12
Group 1: Upstream Costs - Spot price of naphtha CFR Japan on 2025/8/1 was $604.00 per ton, down 1.15% from the previous value [1] - Ethylene price index in Northeast Asia on 2025/8/1 was $821.00 per ton, unchanged from the previous value [1] - Factory - average price of cycloethane in East China on 220//458 was 6300.00 yuan per ton, unchanged [1] - Spot price of methanol MA on 2025/8/1 was 2392.50 yuan per ton, unchanged [1] - Pit - mouth price of brown coal (tax - included) in Inner Mongolia (Q3500) on 2025/8/1 was 290.00 yuan per ton, unchanged [1] Group 2: Futures and Spot Prices - DCE EG主力合约 closing price on 2025/8/1 was 4405.00 yuan per ton, down 0.20% [1] - DCE EG主力合约 settlement price on 2025/8/1 was 4406.00 yuan per ton, down 0.59% [1] - DCE EG near - month contract closing price on 2025/8/1 was 4407.00 yuan per ton, up 0.89% [1] - DCE EG near - month contract settlement price on 2025/8/1 was 4407.00 yuan per ton, unchanged [1] - Market mid - price of ethylene glycol (MEG) in East China on 2025/8/1 was 4480.00 yuan per ton, down 0.22% [1] - CCFEI price index of ethylene glycol MEG domestic market on 2025/8/1 was 4480.00 yuan per ton, down 0.11% [1] - Near - far month price difference on 2025/8/1 was 1.00 yuan per ton, down 26.00 yuan [1] - Basis on 2025/8/1 was 75.00 yuan per ton, up 4.00 yuan [1] Group 3: Operating Conditions - Comprehensive ethylene glycol operating rate on 220//158 was 518.8%, up 0.68% [1] - Operating rate of petroleum - based ethylene glycol on 2025/8/1 was 59.42%, up 0.44% [1] - Operating rate of coal - based ethylene glycol on 2025/8/1 was 57.93%, up 1.04% [1] - PTA industrial chain polyester factory load rate on 2025/8/1 was 86.15%, down 0.13% [1] - PTA industrial chain Jiangsu and Zhejiang loom load rate on 2025/8/1 was 57.83%, unchanged [1] Group 4: Cash Flow and Polyester Prices - After - tax gross profit of MTO - made EG on 2025/8/1 was - 1545.27 yuan per ton, down 39.33 yuan [1] - After - tax gross profit of coal - synthetic gas method device on 2025/8/1 was 610.18 yuan per ton, down 8.85 yuan [1] - CCFEI price index of polyester DTY on 2025/8/1 was 8625.00 yuan per ton, unchanged [1] - CCFEI price index of polyester POY on 2025/8/1 was 7150.00 yuan per ton, unchanged [1] - CCFEI price index of polyester staple fiber on 220//158 was 6560.00 yuan per ton, down 0.53% [1] - CCFEI price index of bottle - grade chips on 2025/8/1 was 5950.00 yuan per ton, down 0.67% [1]