业绩下降主要由于市场竞争加剧，味精产品因需求减缓和竞争导致售价及营收下降，毛利率下滑。变性 淀粉因泰国产能过剩导致市场价格下降，集团产品因相对高价致销售量及营收减少，但毛利因原料成本 下降而增加。特化产品受市场低迷和竞争影响需求疲弱，集团降价以维持销量，营收略减。盐酸因市场 需求不振致平均售价下降，营收减少，毛利下滑。肥饲料产品则积极发展其他品项应对竞争和需求低 迷。咖啡与大宗食材等其他产品因价格提升及需求持续，营收有所增加。 味丹国际公布截至2025年6月30日止六个月的中期业绩。集团收益为1.84亿美元，同比减少0.48%；公司 拥有人应占溢利为759.8万美元，同比减少8.8%。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码：603213 公司简称：镇洋发展 第一节 重要提示 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到http://www.sse.com.cn/网站仔细阅读半年度报告全文。 1.2本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、完整 性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 1.3公司全体董事出席董事会会议。 1.4本半年度报告未经审计。 1.5董事会决议通过的本报告期利润分配预案或公积金转增股本预案 本报告期内，公司计划不派发现金红利，不送红股，不以公积金转增股本。 第二节 公司基本情况 2.1公司简介 ■ 2.2主要财务数据 单位：元 币种：人民币 ■ 2.3前10名股东持股情况表 单位: 股 ■ 2.4截至报告期末的优先股股东总数、前10名优先股股东情况表 □适用 √不适用 2.5控股股东或实际控制人变更情况 □适用 √不适用 □适用 √不适用 2.6在半年度报告批准报出日存续的债券情况 √适用 □不适用 （1）转债发行情 ...

味丹国际(02317)发布截至2025年6月30日止6个月的中期业绩，该集团取得收益1.84亿美元，同比减少 0.48%;公司拥有人应占溢利759.8万美元，同比减少8.8%;每股基本盈利0.5美仙。拟派发中期股息每股0.3 美仙。 公告称，营收降低主要因各市场竞争日益加剧，集团的主要产品中，味精产品销售价格及营收，受消费 市场需求减缓与竞争而下降。纵使原料及能源成本虽较去年下降，但市场竞争仍使今年毛利率较去年下 滑。变性淀粉因泰国产能过剩，市场价格降价，而集团产品仍维持相对高价，导致销售量及营收减少， 但原料价格较去年同期下降，使毛利反较去年同期增加。特化产品，在景气低迷与竞争影响下，需求仍 疲弱，集团调降价格以维持销量，使营收较去年同期略为减少。盐酸受市场需求不振影响，平均售价持 续下降，致营收较去年减少，纵使原料及能源成本稍有降低，仍令毛利较去年有所下滑。肥饲料产品则 积极发展其他品项来应对市场竞争与需求低迷。此外，集团其他产品中的咖啡与大宗食材等，因价格提 升与需求持续，营收较去年增加。 ...

公告称，营收降低主要因各市场竞争日益加剧，集团的主要产品中，味精产品销售价格及营收，受消费 市场需求减缓与竞争而下降。纵使原料及能源成本虽较去年下降，但市场竞争仍使今年毛利率较去年下 滑。变性淀粉因泰国产能过剩，市场价格降价，而集团产品仍维持相对高价，导致销售量及营收减少， 但原料价格较去年同期下降，使毛利反较去年同期增加。特化产品，在景气低迷与竞争影响下，需求仍 疲弱，集团调降价格以维持销量，使营收较去年同期略为减少。盐酸受市场需求不振影响，平均售价持 续下降，致营收较去年减少，纵使原料及能源成本稍有降低，仍令毛利较去年有所下滑。肥饲料产品则 积极发展其他品项来应对市场竞争与需求低迷。此外，集团其他产品中的咖啡与大宗食材等，因价格提 升与需求持续，营收较去年增加。 智通财经APP讯，味丹国际(02317)发布截至2025年6月30日止6个月的中期业绩，该集团取得收益1.84亿 美元，同比减少0.48%;公司拥有人应占溢利759.8万美元，同比减少8.8%;每股基本盈利0.5美仙。拟派发 中期股息每股0.3美仙。 ...

从资本市场看，涨幅前五名的化企分别为震安科技上涨53.11%、飞鹿股份上涨33.16%、奇德新材上涨 30.05%、宏和科技上涨23.25%、金煤B股上涨21.35%；跌幅前五名的化企分别为上纬新材下跌13.12%、 唯科科技下跌10.89%、新亚强下跌10.59%、中欣氟材下跌10.38%、九鼎新材下跌9.15%。 上周，国际原油价格偏强运行。截至8月22日，纽约商品交易所西得克萨斯轻质原油期货(WTI)主力合 约结算价格为63.66美元/桶，较8月15日上涨1.37%；洲际交易所布伦特原油期货(Brent)主力合约结算价 格为67.73美元/桶，较8月15日上涨2.85%。 从现货市场看，涨幅前五名的产品分别为维生素B1上涨12.82%、维生素D3上涨7.14%、百草枯上涨 6.56%、工业级碳酸锂上涨4.90%、丙烷上涨4.84%；跌幅前五名的产品分别为液氯下跌48.51%、盐酸下 跌8.29%、丁基橡胶下跌7.79%、丙烯酸甲酯下跌7.33%、丙烯酸丁酯下跌6.13%。 中化新网讯 上周(8月18日—22日)，化工指数与石油指数全线上扬。 化工板块方面，化工原料指数累计上涨3.29%、化工机械指数累计 ...

证券代码：600486 证券简称：扬农化工 编号：临 2025-031 江苏扬农化工股份有限公司 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法律责任。 本公司根据上海证券交易所《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》、《上市公司行业信息披露指引第十三号——化工》要求， 现将 2025 年半年度主要经营数据披露如下： 一、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） | | --- | --- | --- | --- | | 原药 | 57,751.21 | 56,707.28 | 365,520.49 | | 制剂（不折百） | 25,456.62 | 28,106.62 | 117,053.34 | 二、主要产品和原材料的价格变动情况 （一）主要产品价格变动情况 | | 2025 年 1-6 月 | 2024 年 1-6 月 | | | --- | --- | --- | --- | | | 平均销售价格 | 平均 ...

Investment Rating - The report maintains an "Outperform" rating for the basic chemical industry [2] Core Viewpoints - The report highlights the potential for long-term growth in Xinjiang, supported by continuous policy empowerment and significant economic achievements in the region [5][22] - Xinjiang is positioned as a core area for national energy security, with rapid development in coal chemical industries and substantial investments planned [23] - The chemical industry is expected to enter a new long-term prosperity cycle, driven by supply-side reforms and improved demand from policy initiatives [8] Market Performance - The basic chemical industry index outperformed the Shanghai Composite Index by 0.2 percentage points this week, with a weekly increase of 2.3% [11] - Year-to-date, the basic chemical industry index has risen by 16.3%, outperforming the Shanghai Composite Index by 7.8 percentage points [11] Investment Opportunities - The report suggests focusing on investment opportunities in Xinjiang, particularly in sectors such as civil explosives, chemical engineering, and resource-based enterprises [5][23] - Key companies to watch include: - Civil Explosives: Yipuli, Jiangnan Chemical, Guangdong Hongda, Xuefeng Technology, Kailong Co [5] - Chemical Engineering: Sanwei Chemical, China Chemical, Donghua Technology, Sinopec Refining Engineering [5] - Resource-based Enterprises: Guanghui Energy, Baofeng Energy, Hubei Yihua, Tianfu Energy, Xinjiang Tianye [5] Product Price Movements - The report notes significant price increases in various chemical products, with hydrochloric acid rising by 900% and ammonium chloride by 13.3% [30][32] - Conversely, prices for some products like trichlorosucrose have decreased by 28% [30][32] Company Announcements - Companies such as Qixiang Tengda and Jiahuan Energy have reported significant operational updates and financial results, indicating a positive trend in revenue and profit growth [24][25][27]

Group 1: Chemical Industry Performance - The chemical raw materials index increased by 4.45%, the chemical machinery index rose by 2.16%, the chemical pharmaceuticals index grew by 0.94%, and the pesticide and fertilizer index surged by 5.43% during the week of July 21 to 25 [1] - The oil processing index increased by 3.53%, while the oil extraction index decreased by 1.86%, and the oil trading index rose by 1.20% [1] Group 2: Oil Price Trends - As of July 25, the WTI crude oil futures settled at $65.16 per barrel, down 3.24% from July 18, while Brent crude oil futures settled at $68.44 per barrel, down 1.21% from July 18 [1] Group 3: Petrochemical Product Price Changes - The top five petrochemical products with price increases were Vitamin D3 (up 12.12%), battery-grade lithium carbonate (up 11.62%), organic silicon DMC (up 11.61%), raw rubber (up 9.76%), and 107 glue (up 8.33%) [1] - The top five petrochemical products with price decreases were Atrazine (down 14.73%), methyl acrylate (down 9.47%), hydrochloric acid (down 6.32%), cracked carbon nine (down 5.84%), and folic acid (down 5.66%) [1] Group 4: Capital Market Performance of Chemical Companies - The top five performing listed chemical companies were Shangwei New Materials (up 97.37%), Yokogawa Precision (up 64.42%), Poly United (up 52.73%), Gaozheng Mining Explosives (up 39.83%), and Subote (up 31.83%) [2] - The bottom five performing listed chemical companies were Pioneer New Materials (down 11.67%), Dazhongnan (down 9.90%), Qide New Materials (down 9.61%), Yueyang Xingchang (down 9.38%), and Qingdao Jinwang (down 8.50%) [2]

Investment Rating - The report maintains an "Outperform" rating for the basic chemical industry [2]. Core Viewpoints - The report emphasizes that the "anti-involution" expectations are strengthening, suggesting attention to five major investment themes: 1. Polyester filament: The industry is expected to see a recovery in prosperity due to a high-quality development initiative and price increases driven by raw material costs and downstream recovery [5]. 2. MDI: The MDI market is characterized by high technical and capital barriers, with a concentrated competitive landscape. The report anticipates a shift in supply focus towards China due to aging overseas facilities [5]. 3. Industrial silicon and organic silicon: The report notes a potential improvement in supply-demand dynamics for industrial silicon, while organic silicon may see coordinated production cuts as a new norm [5]. 4. Polyester bottle chips: A significant portion of the industry is expected to undergo production cuts, which may lead to a recovery in industry profits [5]. 5. Sucralose: The report highlights a collaborative pricing strategy among leading companies, which is expected to support price increases in the coming periods [5]. Summary by Sections Market Performance - The basic chemical sector outperformed the market, with a weekly increase of 4%, ranking 8th among 31 industry sectors [6][18]. Key News and Company Announcements - The report discusses the launch of the Yarlung Zangbo River hydropower project, which is expected to significantly boost demand for chemical materials [6][31]. Product Price Changes - The report lists the top price increases for chemical products, including lithium carbonate and DMC, while also noting significant declines in products like hydrochloric acid [7]. Investment Recommendations - The report suggests focusing on core assets that have entered a long-term value zone, as well as industries facing supply constraints that may see price elasticity [7][15][16].

Investment Rating - The report maintains an "Overweight" rating for the basic chemical industry [1] Core Viewpoints - The report emphasizes the importance of addressing "involution" in the industry, suggesting that there are potential improvements in supply-demand dynamics, particularly in segments like organic silicon, polyester bottle flakes, and refrigerants [29][30] - The basic chemical industry has shown a recent upward trend, with a 5.01% increase over the past two weeks, outperforming the CSI 300 index by 1.54 percentage points [4][11] Summary by Sections Market Review - As of July 24, 2025, the basic chemical industry has increased by 15.16% year-to-date, ranking 12th among 30 sectors [11] - The industry has seen a monthly increase of 6.12% and a two-week increase of 5.01% [11] Chemical Product Price Trends - The top five chemical products with price increases in the past week include Vitamin D3 (+12.12%), organic silicon DMC (+11.61%), synthetic ammonia (+8.16%), TDI (+7.71%), and paraquat (+7.69%) [20][21] - The top five products with price declines include PVDF powder (-10.34%), dichloropropane-white (-7.32%), hydrochloric acid (-6.32%), DMF (-4.60%), and reactive dyes (-4.35%) [20][23] Industry News - The report highlights the government's focus on preventing "involution" and improving the exit channels for inefficient production capacity, which is expected to positively impact the basic chemical industry [29] - The organic silicon sector is expected to see a slowdown in supply growth, while demand is anticipated to remain strong due to emerging fields such as new energy vehicles and electronics [30] Company Announcements - Companies such as Hesheng Silicon Industry (603260) and Xingfa Group (600141) are recommended for investment in the organic silicon sector due to expected price recovery [30] - Wan Kai New Materials (301216) is highlighted for its potential in the polyester bottle flakes market, where prices have recently shown a slight increase [30] - Companies like Sanmei Co. (603379) and Juhua Co. (600160) are noted for their strong performance in the refrigerant market, benefiting from rising prices [30]