石大胜华今年以来股价涨129.43%，近5个交易日涨12.92%，近20日跌13.14%，近60日涨90.06%。 今年以来石大胜华已经4次登上龙虎榜，最近一次登上龙虎榜为11月18日，当日龙虎榜净买入-1.26亿 元；买入总计1.32亿元 ，占总成交额比9.87%；卖出总计2.58亿元 ，占总成交额比19.31%。 12月26日，石大胜华盘中上涨2.15%，截至10:32，报80.30元/股，成交6.67亿元，换手率4.14%，总市值 186.86亿元。 截至9月30日，石大胜华股东户数4.20万，较上期增加12.68%；人均流通股4825股，较上期减少 11.25%。2025年1月-9月，石大胜华实现营业收入46.35亿元，同比增长11.41%；归母净利润-6220.18万 元，同比减少652.16%。 资金流向方面，主力资金净流入5875.08万元，特大单买入6423.71万元，占比9.63%，卖出2173.84万 元，占比3.26%；大单买入1.57亿元，占比23.59%，卖出1.41亿元，占比21.15%。 分红方面，石大胜华A股上市后累计派现6.36亿元。近三年，累计派现6891.12万元。 资料 ...

每经AI快讯，石大胜华（SH 603026，收盘价：77.74元）12月23日晚间发布公告称，截至本次股份质押 完成后，中石大控股持有公司股份累计质押数量（含本次）750万股，占其所持股份比例为44.51%，占 公司总股本的比例为3.22%。 每经头条（nbdtoutiao）——地产"优等生"受困20亿元到期债务，首次债务展期仍在博弈，明年还有超 百亿元公开债到期 （记者 曾健辉） 2025年1至6月份，石大胜华的营业收入构成为：碳酸二甲酯系列占比41.85%，其他产品占比25.7%， MTBE占比18.39%，贸易业务系列占比12.51%，液化气占比1.09%。 截至发稿，石大胜华市值为181亿元。 ...

Company Overview - Shida Shenghua (SH 603026) announced that as of the date of the announcement, Qingdao Military-Civilian Integration Development Group Co., Ltd. has pledged approximately 7.6 million shares, accounting for 50% of its holdings [1] - Qingdao Development Zone Investment Construction Group Co., Ltd. has also pledged approximately 7.6 million shares, representing 50% of its holdings [1] Financial Performance - For the first half of 2025, Shida Shenghua's revenue composition is as follows: Dimethyl Carbonate series accounts for 41.85%, other products 25.7%, MTBE 18.39%, trading business series 12.51%, and liquefied gas 1.09% [1] - The current market capitalization of Shida Shenghua is 21.5 billion yuan [1]

Core Viewpoint - The stock of Shida Shenghua has experienced significant fluctuations, with a year-to-date increase of 131.46% but a recent decline of 10.34% over the past five trading days [1] Group 1: Stock Performance - As of November 26, Shida Shenghua's stock price was 81.01 CNY per share, with a market capitalization of 18.851 billion CNY [1] - The stock has seen a trading volume of 696 million CNY and a turnover rate of 4.16% [1] - The stock has been on the "龙虎榜" (a list of stocks with significant trading activity) four times this year, with the latest instance on November 18, where it recorded a net buy of -126 million CNY [1] Group 2: Financial Performance - For the period from January to September 2025, Shida Shenghua reported a revenue of 4.635 billion CNY, reflecting a year-on-year growth of 11.41% [2] - The company recorded a net profit attributable to shareholders of -62.2018 million CNY, a decrease of 652.16% compared to the previous year [2] Group 3: Business Overview - Shida Shenghua specializes in the deep processing of basic organic chemical products, focusing on a complete industrial chain around carbonate products [2] - The revenue composition includes 41.85% from dimethyl carbonate series, 25.70% from other products, 18.39% from MTBE series, 12.51% from trading products, and 1.09% from liquefied gas [2] - The company is categorized under the electric equipment industry, specifically in battery and battery chemicals, with concepts including lithium hexafluorophosphate and electrolyte [2] Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders increased by 12.68% to 42,000, with an average of 4,825 circulating shares per person, down by 11.25% [2] - The company has distributed a total of 636 million CNY in dividends since its A-share listing, with 68.9112 million CNY in the last three years [3]

Group 1 - The company Shida Shenghua announced the convening of its 24th meeting of the 8th Board of Directors on October 30, 2025, in Dongying, Shandong Province [1] - The meeting reviewed the proposal regarding the company's Q3 2025 report [1] - For the first half of 2025, the revenue composition of Shida Shenghua was as follows: Dimethyl Carbonate series accounted for 41.85%, other products 25.7%, MTBE 18.39%, trading business series 12.51%, and liquefied gas 1.09% [1]

Core Viewpoint - Shida Shenghua, established in December 2002 and listed on the Shanghai Stock Exchange in May 2015, is the world's largest production base for carbonate series products, focusing on deep processing of basic organic chemical products and creating a complete industrial chain around carbonate products [1] Group 1: Business Performance - In Q3 2025, Shida Shenghua reported revenue of 4.635 billion yuan, ranking 23rd out of 44 in the industry, significantly lower than the top competitor Zhongwei Co. at 33.297 billion yuan and second-place Greeenmei at 27.498 billion yuan, as well as below the industry average of 6.52 billion yuan and median of 4.845 billion yuan [2] - The main business composition includes dimethyl carbonate series, contributing 1.26 billion yuan, accounting for 41.85% of total revenue [2] - The net profit for the same period was -124 million yuan, ranking 33rd out of 44, with a notable gap compared to the first-place Putailai at 1.872 billion yuan and second-place China Baowu at 1.319 billion yuan, also below the industry average of 198 million yuan and median of 16.084 million yuan [2] Group 2: Financial Ratios - As of Q3 2025, Shida Shenghua's debt-to-asset ratio was 50.55%, down from 54.15% year-on-year and below the industry average of 51.96% [3] - The gross profit margin for the same period was 4.52%, a decrease from 5.31% year-on-year, and also lower than the industry average of 10.89% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 12.68% to 42,000, with an average holding of 4,825.94 circulating A-shares, a decrease of 11.25% from the previous period [5] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited ranked as the sixth largest circulating shareholder, holding 3.3536 million shares as a new shareholder [5] Group 4: Executive Compensation - The chairman, Guo Tianming, received a salary of 1.397 million yuan in 2024, an increase of 12,200 yuan from 2023 [4] - The general manager, Yu Haiming, had a salary of 1.308 million yuan in 2024, up from 1.303 million yuan in 2023 [4]

证券代码：603026 证券简称：石大胜华 公告编号：临 2025-071 石大胜华新材料集团股份有限公司 2025年前三季度主要经营数据公告 单位：人民币元/吨 | 原材料名称 | 2025 年 1-9 月平均 | 2024 年 1-9 月 | 变动比率（%） | | --- | --- | --- | --- | | | 进价 | 平均进价 | | | 低压液化气 | 5,143.04 | 6,247.88 | -17.68 | | 丙烯 | 5,928.18 | 6,178.38 | -4.05 | | 乙醇 | 5,315.70 | 6,003.46 | -11.46 | | 环氧丙烷 | 7,151.94 | 8,248.92 | -13.30 | | 甲醇 | 2,102.46 | 2,167.06 | -2.98 | | 环氧乙烷 | 5,757.62 | 5,887.92 | -2.21 | 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 ...

Group 1 - The core viewpoint of the news is that Shida Shenghua has shown significant stock price growth and trading activity, with a year-to-date increase of 69.31% and a recent 5-day increase of 9.66% [1] - As of October 20, the stock price reached 59.26 CNY per share, with a total market capitalization of 13.79 billion CNY [1] - The company has a diverse revenue structure, with the main business income composition being 41.85% from dimethyl carbonate series, 25.70% from other product series, 18.39% from MTBE series, and 12.51% from trading products [1] Group 2 - Shida Shenghua operates in the electric equipment industry, specifically in battery and battery chemicals, and is involved in sectors such as fluorine chemicals, fuel cells, lithium batteries, and new materials [2] - For the first half of 2025, the company reported a revenue of 3.01 billion CNY, reflecting a year-on-year growth of 14.87%, while the net profit attributable to the parent company was -56.34 million CNY, a decrease of 248.03% [2] - The number of shareholders as of June 30 was 37,300, a decrease of 6.92% from the previous period, with an average of 5,437 circulating shares per person, an increase of 7.43% [2] Group 3 - Since its A-share listing, Shida Shenghua has distributed a total of 636 million CNY in dividends, with 68.91 million CNY distributed over the past three years [3]

Core Viewpoint - The company Shida Shenghua is facing significant financial losses in 2025, with projected net losses ranging from 49 million to 75 million yuan, a stark contrast to the profit of 11.27 million yuan in the same period last year, indicating a year-on-year decline of 534.97% to 765.77% [1] Company Summary - Shida Shenghua's core product, dimethyl carbonate, is heavily impacted by an imbalance in supply and demand within the carbonate solvent market, leading to a significant drop in prices [1] - The company has increased its market investment and R&D efforts to cope with intense competition, resulting in a rise in operating expenses [1] - Operating costs for Shida Shenghua increased by approximately 17% in the first half of 2025, surpassing the revenue growth of 14.87% [1] Industry Summary - The electrolyte industry is experiencing an oversupply across the entire value chain, from upstream lithium salts to midstream solvents, causing many companies to face a "revenue without profit" dilemma [2] - As of the end of the third quarter, the average profit for electrolytes was 1,649 yuan per ton, reflecting a quarter-on-quarter decline of 29.61% [2] - The market is expected to see a peak in production from October to November 2025, driven by increased demand from domestic electric vehicle consumption and overseas demand due to policy changes [2] - Long-term forecasts suggest a cyclical recovery in the industry, with expectations of a new round of capacity elimination by the end of 2025 to 2026, which may improve the utilization rates of leading companies [2]

Core Viewpoint - The stock of Shida Shenghua has shown significant growth in 2023, with a year-to-date increase of 28.23% and a recent surge in trading activity, indicating strong market interest and potential investment opportunities [1][2]. Financial Performance - For the first half of 2025, Shida Shenghua reported a revenue of 3.011 billion yuan, reflecting a year-on-year growth of 14.87%. However, the net profit attributable to shareholders was a loss of 56.34 million yuan, a decrease of 248.03% compared to the previous period [2]. - The company has distributed a total of 636 million yuan in dividends since its A-share listing, with 68.91 million yuan distributed over the last three years [3]. Stock Market Activity - As of September 15, the stock price of Shida Shenghua reached 44.88 yuan per share, with a trading volume of 151 million yuan and a market capitalization of 10.444 billion yuan [1]. - The stock has experienced a net inflow of 2.6567 million yuan from major funds, with significant buying activity from large orders [1]. Business Overview - Shida Shenghua, established on December 31, 2002, and listed on May 29, 2015, is based in Dongying, Shandong Province. The company specializes in the deep processing of basic organic chemical products, focusing on a complete industrial chain around carbonate products [1]. - The revenue composition of Shida Shenghua includes 41.85% from dimethyl carbonate series, 25.70% from other product series, 18.39% from MTBE series, 12.51% from trading products, and 1.09% from liquefied gas series [1]. Shareholder Information - As of June 30, the number of shareholders for Shida Shenghua was 37,300, a decrease of 6.92% from the previous period, while the average number of circulating shares per person increased by 7.43% to 5,437 shares [2].