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淄博3家上榜!2025化工园区综合竞争力百强发布
Qi Lu Wan Bao Wang· 2025-10-09 13:26
齐鲁晚报·齐鲁壹点 张文珂 根据赛迪顾问统计,截至2024年7月31日,全国共有30个省(区、市)发布化工园区认定名单,共认定化工园区745家。其中,山东 以84家位居首位,浙江、河南、湖北、安徽等省份均在40家以上。 齐鲁晚报·齐鲁壹点梳理发现,山东共有16家化工园区入围该项榜单,数量位居全国第一。其中,东营、淄博、潍坊、青岛4市分别 入围5家、3家、2家、2家,烟台、济宁、滨州、菏泽4市各入围1家。 | 排名 | 园区名称 | 省 (市、 | 城市 | 排名 | 园区名称 | 省 (市) | 城市 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 区) | | | | 区) | | | 1 | 上海化学工业区 | 上海 | 上海 | 51 | 博兴化工产业园 | 山东 | 滨州 | | 2 | 惠州大亚湾石化产业园区 | 广东 | 惠州 | 52 | 辽阳重要芳烃及化纤原料基地 | 辽宁 | 辽阳 | | 3 | 宁波石化经济技术开发区 | 浙江 | 宁波 | 53 | 茂名茂南石化工业园 | 广东 | 茂名 | | ব | 齐鲁化学工业区 ...
齐翔腾达9月30日获融资买入537.92万元,融资余额4.01亿元
Xin Lang Cai Jing· 2025-10-09 01:21
9月30日,齐翔腾达跌0.41%,成交额5249.82万元。两融数据显示,当日齐翔腾达获融资买入额537.92 万元,融资偿还964.94万元,融资净买入-427.03万元。截至9月30日,齐翔腾达融资融券余额合计4.03 亿元。 融资方面,齐翔腾达当日融资买入537.92万元。当前融资余额4.01亿元,占流通市值的2.93%,融资余 额低于近一年10%分位水平,处于低位。 分红方面,齐翔腾达A股上市后累计派现26.43亿元。近三年,累计派现9.08亿元。 机构持仓方面,截止2025年6月30日,齐翔腾达十大流通股东中,香港中央结算有限公司位居第四大流 通股东,持股1777.26万股,相比上期减少358.91万股。南方中证1000ETF(512100)位居第六大流通股 东,持股1309.67万股,为新进股东。华夏中证1000ETF(159845)位居第十大流通股东,持股773.90万 股,为新进股东。南方中证500ETF(510500)退出十大流通股东之列。 责任编辑:小浪快报 资料显示,淄博齐翔腾达化工股份有限公司位于山东省淄博市临淄区杨坡路206号,成立日期2002年1月 4日,上市日期2010年5月18 ...
齐翔腾达9月17日获融资买入574.35万元,融资余额4.09亿元
Xin Lang Cai Jing· 2025-09-18 01:29
Group 1 - The core viewpoint of the news is that Qixiang Tengda's stock performance and financing activities indicate a low level of market activity and potential challenges in revenue and profit generation [1][2][3] Group 2 - On September 17, Qixiang Tengda's stock rose by 0.20% with a trading volume of 71.45 million yuan, while the net financing buy was -2.73 million yuan, indicating more repayments than new purchases [1] - As of September 17, the total margin balance for Qixiang Tengda was 411 million yuan, with a financing balance of 409 million yuan, representing 2.86% of the circulating market value, which is below the 40th percentile level over the past year [1] - The company reported a revenue of 12.21 billion yuan for the first half of 2025, a year-on-year decrease of 4.09%, and a net profit of 23.15 million yuan, down 83.34% year-on-year [2] - Qixiang Tengda has distributed a total of 2.64 billion yuan in dividends since its A-share listing, with 908 million yuan distributed in the last three years [3] - As of June 30, 2025, the number of shareholders decreased to 59,100, while the average circulating shares per person increased by 0.32% to 46,524 shares [2][3]
齐翔腾达8月27日获融资买入896.38万元,融资余额4.39亿元
Xin Lang Cai Jing· 2025-08-28 01:33
Core Viewpoint - Qixiang Tengda experienced a decline of 2.50% on August 27, with a trading volume of 145 million yuan, indicating a negative market sentiment towards the company [1]. Financing Summary - On August 27, Qixiang Tengda had a financing buy-in amount of 8.96 million yuan and a financing repayment of 21.27 million yuan, resulting in a net financing outflow of 12.30 million yuan [1]. - The total financing and securities balance for Qixiang Tengda reached 441 million yuan, with the financing balance accounting for 3.05% of the circulating market value, which is above the 90th percentile level over the past year, indicating a high level of financing activity [1]. - The company had a securities lending repayment of 18,600 shares and a securities lending sell-out of 25,600 shares on August 27, with a sell-out amount of 129,800 yuan, while the securities lending balance was 2.17 million yuan, below the 40th percentile level over the past year, indicating a low level of short selling [1]. Company Performance Summary - As of July 20, Qixiang Tengda had 59,100 shareholders, a decrease of 0.32% from the previous period, with an average of 46,524 circulating shares per shareholder, an increase of 0.32% [2]. - For the first half of 2025, Qixiang Tengda reported a revenue of 12.21 billion yuan, a year-on-year decrease of 4.09%, and a net profit attributable to shareholders of 23.15 million yuan, a significant year-on-year decrease of 83.34% [2]. - Since its A-share listing, Qixiang Tengda has distributed a total of 2.64 billion yuan in dividends, with 908 million yuan distributed over the past three years [2]. Shareholder Structure Summary - As of June 30, 2025, the largest circulating shareholder was Hong Kong Central Clearing Limited, holding 17.77 million shares, a decrease of 3.59 million shares from the previous period [2]. - The Southern CSI 1000 ETF and the Huaxia CSI 1000 ETF entered the top ten circulating shareholders, holding 13.10 million shares and 7.74 million shares respectively, while the Southern CSI 500 ETF exited the top ten list [2].
齐翔腾达(002408):反内卷政策加速行业出清,景气度有望企稳向好
Changjiang Securities· 2025-08-26 10:15
Investment Rating - The investment rating for the company is "Buy" and is maintained [9] Core Views - The company reported a revenue of 12.208 billion yuan for the first half of 2025, a year-on-year decrease of 4.09% [2][6] - The net profit attributable to the parent company was 0.023 billion yuan, down 83.34% year-on-year, while the net profit after deducting non-recurring gains and losses was 0.022 billion yuan, down 82.14% year-on-year [2][6] - In Q2 2025, the company achieved a revenue of 6.590 billion yuan, a year-on-year decrease of 9.10% but a quarter-on-quarter increase of 17.29% [2][6] - The net profit for Q2 2025 was 0.018 billion yuan, down 83.38% year-on-year but up 228.72% quarter-on-quarter [2][6] Summary by Sections Company Overview - The company focuses on deep processing of C4 raw materials, forming four product lines including butene, isobutylene, butane, and isobutane, with major products like methyl ethyl ketone, maleic anhydride, MMA, and nitrile latex [6] - The company is the largest producer of methyl ethyl ketone in the world, holding a market share of approximately 70% in China [6] Industry Analysis - The C4 industry is experiencing a phase of capacity expansion, with the domestic butanone industry entering a growth period from 2020 to 2024 [6] - The company has a competitive advantage due to its location in Shandong, which has abundant refining resources [6] Financial Performance - The company expects net profits attributable to the parent company to be 0.32 billion yuan, 0.76 billion yuan, and 1.21 billion yuan for 2025, 2026, and 2027 respectively [6] - The projected price-to-earnings ratios for these years are 45.4 times, 19.1 times, and 12.0 times based on the closing price on August 22, 2025 [6] Market Conditions - The company is expected to benefit from a decrease in raw material prices, which will alleviate cost pressures and improve operating conditions [6] - Despite global trade tensions impacting end-demand, the alleviation of cost pressures is anticipated to lead to significant improvements in operational performance [6]
韩国拟削减25%石脑油产能,六部门部署规范光伏产业竞争秩序 | 投研报告
Zhong Guo Neng Yuan Wang· 2025-08-26 02:53
Industry Overview - The chemical sector's overall performance ranked 15th this week (2025/08/18-2025/08/22) with a fluctuation of 2.86%, indicating a mid-range position in the market. The Shanghai Composite Index rose by 3.49%, while the ChiNext Index increased by 5.85%, showing that the chemical sector underperformed by 0.63 percentage points against the Shanghai Composite and 3.00 percentage points against the ChiNext [2][3]. Key Trends and Recommendations - The chemical industry is expected to continue its differentiated trend in 2025, with a focus on synthetic biology, pesticides, chromatography media, sweeteners, vitamins, light hydrocarbon chemicals, COC polymers, and MDI [2]. - Synthetic biology is anticipated to reach a pivotal moment, driven by energy structure adjustments. Traditional chemical companies will face competition based on energy consumption and carbon tax costs, with a shift towards green energy solutions and larger overseas markets [2]. - The quota policy for third-generation refrigerants is set to be implemented, leading to a high-growth cycle for these products. The supply of second-generation refrigerants will decrease, while demand remains stable due to market expansions in Southeast Asia [3]. - Electronic specialty gases are crucial for the electronics industry, with high technical barriers and value. The domestic market is experiencing a mismatch between rapid upgrades in wafer manufacturing and insufficient high-end electronic specialty gas capacity, presenting significant domestic substitution opportunities [4]. - The trend towards light hydrocarbon chemicals is becoming global, with a shift from heavy naphtha to lighter raw materials like ethane and propane. This transition is characterized by lower carbon emissions and energy consumption, aligning with global carbon neutrality goals [5]. - The industrialization of COC polymers is accelerating, with domestic companies making breakthroughs in production. The shift of downstream industries to domestic sources is enhancing the willingness for local substitution [6]. - Potash fertilizer prices are expected to rebound as major suppliers reduce output, leading to a decrease in inventory pressure and an increase in demand from farmers [7][8]. - The MDI market is characterized by oligopoly, with demand steadily increasing due to the expansion of polyurethane applications. The supply landscape is expected to improve as major producers maintain low production levels [9]. Price Tracking - The top five price increases this week included nitric acid (6.67%), PTA (4.62%), and sulfur (3.57%), while the largest declines were seen in liquid chlorine (-866.67%) and NYMEX natural gas futures (-7.48%) [10]. - A total of 153 companies in the chemical industry had their production capacities affected this week, with 12 new maintenance activities and 5 restarts reported [11].
供给收缩叠加需求稳定 甲乙酮价格低点反弹超30%
news flash· 2025-07-29 02:06
Core Insights - The price of acetone and methyl ethyl ketone has surged from 6,400 yuan/ton in June to the current 8,400 yuan/ton, representing an increase of over 30% [1] - The supply side has contracted significantly due to intensive maintenance and shutdowns in the industry, with over 30% of domestic production capacity currently offline [1] - Demand remains stable in the domestic market, with growth observed in overseas markets [1] Company Insights - Qixiang Tengda has an acetone and methyl ethyl ketone production capacity of 260,000 tons [1] - Yuxin Co., Ltd. has a production capacity of 100,000 tons [1] - Both companies report that their acetone and methyl ethyl ketone products are currently operating at full capacity and sales are strong [1]
基础化工行业:“反内卷”行情预期进一步提升
Orient Securities· 2025-07-28 14:12
Investment Rating - The industry investment rating is maintained as "Positive" [6] Core Viewpoints - The expectation of the "anti-involution" policy has significantly increased, leading to a positive outlook for the industry [10] - The chemical industry is experiencing a valuation recovery, with notable price increases in products such as TDI and organic silicon, despite the price hikes being primarily driven by production accidents rather than the "anti-involution" policy [9][15] - The agricultural chemicals sector is seeing a continuous recovery in fundamentals and sentiment, with a focus on differentiated leading companies for future growth [15] Summary by Relevant Sections Investment Recommendations and Targets - The report recommends buying Wanhu Chemical (600309) and Wankai New Materials (301216) due to their benefits from the "anti-involution" policy and improvements in industry fundamentals. It also suggests holding Yangnong Chemical (600486) and buying Runfeng Co., Ltd. (301035) in the agricultural chemicals sector [4] Industry Trends - The report highlights that the chemical industry is witnessing a recovery in valuation, with significant price increases in products like TDI related to Wanhu Chemical and organic silicon products related to Xin'an Chemical and Hesheng Silicon Industry. The overall market sentiment is improving due to strong policy expectations [9][15] - The agricultural chemicals sector is gaining attention due to the local outbreak of the Chikungunya virus, which has increased demand for insecticides like pyrethroids, with Yangnong Chemical being a key player [15]
聚焦主责主业 谱写改革新篇——写在山东能源新材料公司成立三周年之际
Zhong Guo Hua Gong Bao· 2025-07-28 03:04
Core Viewpoint - The Shandong Energy Group New Materials Company has achieved significant growth and development in its three years of operation, focusing on becoming a leading new materials industry group through strategic acquisitions and enhancements in production capabilities [1] Group 1: Strategic Development - The company has successfully acquired Qixiang Tengda, enhancing its core chemical and new materials business through integration and collaboration [2] - New Materials Company leads in the production of acetone and anhydride, with the highest global output, and ranks third globally in nylon elastomer production [2] - The company has established six intelligent production lines, achieving an 80% level of automation, resulting in a 56% year-on-year increase in production capacity [2] Group 2: Industry Expansion - The company has initiated the Liuchuan Stone Mine project, which will significantly enhance its calcium-based materials production capabilities, with an expected annual output value exceeding 300 million yuan [3] - The company is transitioning from traditional cement production to a comprehensive high-end calcium-based industry [3] Group 3: Internal Reforms - The company has implemented significant organizational reforms, reducing management levels and improving operational efficiency by 10% [4] - Non-core business units have been integrated or closed, allowing the company to focus on its main business and enhance development momentum [4] Group 4: Party Leadership and Cultural Integration - The company emphasizes the integration of party leadership into its operations, which is seen as a key driver for reform and improvement [5] - A training program for party organization has been conducted, with 540 participants, aimed at unifying thoughts and enhancing collective strength [5] - The company has engaged in various employee welfare activities, distributing over 1 million yuan in support to employees in need, which has contributed to a significant increase in profits [6]
化工行业周报20250713:国际油价上涨,多晶硅、草甘膦价格上涨-20250714
Bank of China Securities· 2025-07-14 02:08
Investment Rating - The report rates the chemical industry as "Outperform" [2] Core Views - The chemical industry has been significantly impacted by tariff-related policies and fluctuations in crude oil prices this year. Key areas to focus on in July include safety regulation policies, supply-side changes in the pesticide and intermediate sectors, performance fluctuations due to "export rush" in the first half of the year, the importance of self-sufficiency in electronic materials companies, and stable dividend policies in energy enterprises [2][10] Summary by Sections Industry Dynamics - In the week of July 7-13, 2025, among 100 tracked chemical products, 22 saw price increases, 47 experienced declines, and 31 remained stable. 39% of products had a month-on-month average price increase, while 55% saw a decrease, and 6% remained unchanged. The top gainers included DMF, potassium chloride, and acetone, while hydrochloric acid and aniline were among the largest decliners [9][33] Oil Price Trends - International oil prices saw a slight increase, with WTI crude futures closing at $68.45 per barrel (up 2.93%) and Brent crude at $70.36 per barrel (up 3.02%). The U.S. average daily crude oil production was reported at 13.385 million barrels, a decrease of 48,000 barrels from the previous week but an increase of 850,000 barrels year-on-year [9][10] Product Price Changes - The average price of polysilicon increased to 31,200 CNY/ton, up 1.30% from the previous week, while glyphosate prices rose to 25,501 CNY/ton, reflecting a 0.79% increase. The gross profit margin for glyphosate was reported at 10.85%, with a significant year-on-year increase of 129.88% [9][10] Investment Recommendations - The report suggests focusing on several investment themes: the sustained high prices of crude oil, the rapid development of downstream industries, and the recovery of demand supported by policy measures. Recommended companies include China Petroleum, China Oilfield Services, and various technology firms in the electronic materials sector [10][11] Key Stocks for July - The report highlights "Satellite Chemical" and "Anji Technology" as key stocks for July, with both companies showing strong revenue and profit growth in their recent financial reports [11][17]