格隆汇11月24日丨宝莫股份(002476.SZ)在互动平台表示，公司主要聚焦研发和生产应用于油气开发作 业领域的聚丙烯酰胺产品，销售覆盖北美、南美、非洲、中亚等地区。 ...

机构持仓方面，截止2025年9月30日，宝莫股份十大流通股东中，长城安心回报混合A（200007）位居 第八大流通股东，持股262.52万股，为新进股东。长城行业轮动混合A（002296）退出十大流通股东之 列。 融券方面，宝莫股份11月17日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量400.00股，融券余额2432.00元，超过近一年60%分位水平，处于较高位。 资料显示，山东宝莫生物化工股份有限公司位于山东省东营市东营区西四路624号，成立日期1996年5月 3日，上市日期2010年9月15日，公司主营业务涉及聚丙烯酰胺、表面活性剂及相关化学品研发、生产、 销售及技术服务以及光伏发电等业务。主营业务收入构成为：油田用化学品88.91%，环保水处理 6.80%，非油田用化学品3.99%，其他(补充)0.30%。 11月17日，宝莫股份跌3.95%，成交额1.72亿元。两融数据显示，当日宝莫股份获融资买入额1641.14万 元，融资偿还2929.48万元，融资净买入-1288.33万元。截至11月17日，宝莫股份融资融券余额合计2.74 亿元。 截至11月10日， ...

Core Viewpoint - Baomo Co., Ltd. (002476) has announced that its existing products, including polyacrylamide, heavy oil viscosity reducers, and surfactants, are applicable in the development of deep-sea oil and gas resources [1] Product Applications - Polyacrylamide can be used as a drilling fluid and oil displacement agent, with its fast-dissolving products suitable for high-temperature and high-pressure environments in deep-sea operations, ensuring operational safety and efficiency [1] - Heavy oil viscosity reducers improve the flowability of heavy oil through emulsification, making them suitable for complex extraction conditions and enhancing recovery rates [1] - Surfactants assist in the rapid dissolution of polyacrylamide, and when compounded, they create a high-temperature, salt-resistant, and environmentally friendly heavy oil viscosity reduction system [1]

Core Viewpoint - The company, Baomo Co., Ltd. (002476.SZ), has identified its existing products that can be utilized in the deep-sea economy, specifically in deep-sea oil and gas resource development [2]. Product Applications - Polyacrylamide is used as a drilling fluid and oil displacement agent, with its soluble variant designed to withstand high temperature and pressure conditions in deep-sea environments, ensuring operational safety and efficiency [2]. - Viscosity-reducing agents improve the flowability of heavy oil at sea through emulsification, making them suitable for complex extraction conditions and enhancing recovery rates [2]. - Surfactants facilitate the rapid dissolution of polyacrylamide and, when compounded, create a viscosity-reducing system that is resistant to high temperatures, salinity, and is environmentally friendly [2].

10月23日，宝莫股份涨0.16%，成交额1.31亿元。两融数据显示，当日宝莫股份获融资买入额1317.82万 元，融资偿还1046.24万元，融资净买入271.58万元。截至10月23日，宝莫股份融资融券余额合计2.95亿 元。 融资方面，宝莫股份当日融资买入1317.82万元。当前融资余额2.95亿元，占流通市值的7.88%，融资余 额超过近一年90%分位水平，处于高位。 机构持仓方面，截止2025年6月30日，宝莫股份十大流通股东中，长城行业轮动混合A（002296）位居 第八大流通股东，持股196.56万股，持股数量较上期不变。长城安心回报混合A（200007）退出十大流 通股东之列。 责任编辑：小浪快报 资料显示，山东宝莫生物化工股份有限公司位于山东省东营市东营区西四路624号，成立日期1996年5月 3日，上市日期2010年9月15日，公司主营业务涉及聚丙烯酰胺、表面活性剂及相关化学品研发、生产、 销售及技术服务以及光伏发电等业务。主营业务收入构成为：油田用化学品88.91%，环保水处理 6.80%，非油田用化学品3.99%，其他(补充)0.30%。 截至10月20日，宝莫股份股东户数3.93万， ...

Core Viewpoint - Baomo Co., Ltd. has experienced a stock price increase of 5.08% on October 14, reaching 6.41 CNY per share, with a total market capitalization of 3.923 billion CNY, indicating a cumulative increase of 5.72% over the past three days [1] Group 1: Company Overview - Baomo Co., Ltd. is located in Dongying City, Shandong Province, and was established on May 3, 1996, with its listing date on September 15, 2010 [1] - The company's main business includes the research, production, sales, and technical services of polyacrylamide, surfactants, and related chemicals, as well as photovoltaic power generation [1] - The revenue composition of the main business is as follows: oilfield chemicals 88.91%, environmental water treatment 6.80%, non-oilfield chemicals 3.99%, and others 0.30% [1] Group 2: Shareholder Information - Longcheng Fund's Longcheng Industry Rotation Mixed A (002296) is among the top ten circulating shareholders of Baomo Co., Ltd., holding 1.9656 million shares, unchanged from the previous period, representing 0.32% of circulating shares [2] - The fund has generated a floating profit of approximately 609,300 CNY today and 648,600 CNY during the three-day increase [2] - Longcheng Industry Rotation Mixed A was established on January 12, 2016, with a current scale of 774 million CNY and a year-to-date return of 31.94%, ranking 2809 out of 8162 in its category [2]

Core Viewpoint - Baomo Co., Ltd. has shown fluctuations in stock performance and financing activities, with significant growth in revenue and net profit reported for the first half of 2025. Financing Activities - On September 30, Baomo's stock price decreased by 1.20%, with a trading volume of 174 million yuan. The financing buy-in amount was 18.63 million yuan, while the financing repayment was 22.72 million yuan, resulting in a net financing outflow of 4.09 million yuan. The total financing and securities balance reached 269 million yuan [1] - The current financing balance of 269 million yuan accounts for 7.60% of the circulating market value, indicating a high level compared to the 90th percentile over the past year [1] - In terms of securities lending, 200 shares were repaid on September 30, with no shares sold, resulting in a lending balance of 1,154 yuan, which is below the 50th percentile over the past year [1] Company Performance - As of September 19, the number of shareholders for Baomo was 40,700, a decrease of 2.18% from the previous period. The average circulating shares per person increased by 2.22% to 15,039 shares [2] - For the first half of 2025, Baomo reported a revenue of 268 million yuan, representing a year-on-year growth of 26.16%. The net profit attributable to the parent company was 15.85 million yuan, showing a significant increase of 129.30% year-on-year [2] Dividend and Shareholding - Since its A-share listing, Baomo has distributed a total of 131 million yuan in dividends, with 12.24 million yuan distributed over the past three years [3] - As of June 30, 2025, among the top ten circulating shareholders, Changcheng Industry Rotation Mixed A held 1.97 million shares, remaining unchanged from the previous period, while Changcheng Anxin Return Mixed A exited the top ten list [3]

Group 1 - The core viewpoint of the news highlights the trading performance and financial metrics of Baomo Co., Ltd., indicating a stable increase in financing activities and a significant rise in revenue and net profit for the first half of 2025 [1][2]. - As of September 24, Baomo's stock price increased by 0.17%, with a trading volume of 260 million yuan, and a net financing purchase of 6.39 million yuan, reflecting strong investor interest [1]. - The financing balance of Baomo reached 274 million yuan, accounting for 7.74% of its market capitalization, indicating a high level of leverage compared to the past year [1]. Group 2 - For the first half of 2025, Baomo reported an operating income of 268 million yuan, representing a year-on-year growth of 26.16%, and a net profit attributable to shareholders of 15.85 million yuan, which is a 129.30% increase compared to the previous year [2]. - The company has distributed a total of 131 million yuan in dividends since its A-share listing, with 12.24 million yuan distributed over the last three years [3]. - As of June 30, 2025, Baomo's top ten circulating shareholders included Changcheng Industry Rotation Mixed Fund, holding 1.97 million shares, while another fund, Changcheng Anxin Return Mixed Fund, exited the top ten list [3].

Core Viewpoint - Inorganic flocculants demonstrate significant application value across various fields, with water treatment being the core application area. The market for inorganic flocculants in China is projected to reach 3.049 billion yuan in 2024, reflecting a year-on-year growth of 4.38% [1][6]. Industry Overview - Inorganic flocculants, also known as inorganic coagulants, are water treatment agents composed of inorganic components (such as aluminum salts, iron salts, and silicates). They function through physical and chemical actions to aggregate suspended particles and colloids in water, forming larger flocs that can settle [2][3]. Industry Chain - The upstream of the inorganic flocculant industry chain includes raw materials like aluminum salts (aluminum hydroxide, aluminum sulfate), iron salts (ferric chloride, ferrous sulfate), and silicates (sodium silicate). The midstream involves the production and manufacturing of inorganic flocculants, while the downstream applications span water treatment, oil and gas, papermaking, and mining [3][4]. Market Size - The inorganic flocculant market in China is expected to reach 3.049 billion yuan in 2024, with a year-on-year growth of 4.38%. The demand for inorganic flocculants is driven by the need for effective removal of pollutants in municipal and industrial wastewater treatment [1][6]. Key Companies - Shandong Baomo Biological Chemical Co., Ltd. focuses on fine chemicals and environmental water treatment, with a production capacity of 30,000 tons/year for acrylamide and 33,000 tons/year for anionic polyacrylamide. In the first half of 2025, the company reported a revenue of 268 million yuan, up 26.16% year-on-year [7]. - Jiangsu Fumiao Technology Co., Ltd. specializes in hydrophilic functional polymers, with products used in various applications including papermaking and water treatment. In the first half of 2025, the company reported a revenue of 721 million yuan, down 5.80% year-on-year [8]. Industry Development Trends 1. The inorganic flocculant industry will increasingly focus on technological innovation and product upgrades, driven by rising environmental standards. Companies are expected to invest more in R&D to develop more efficient and eco-friendly products [9]. 2. The application of intelligent and automated technologies will become a significant trend, enhancing production efficiency and product quality while reducing costs and energy consumption [10]. 3. The market applications for inorganic flocculants will continue to expand, particularly in municipal wastewater treatment and industrial applications, with a noticeable trend towards industry consolidation as larger companies seek to increase market share [10].

分红方面，宝莫股份A股上市后累计派现1.31亿元。近三年，累计派现1224.00万元。 机构持仓方面，截止2025年6月30日，宝莫股份十大流通股东中，长城行业轮动混合A（002296）位居 第八大流通股东，持股196.56万股，持股数量较上期不变。长城安心回报混合A（200007）退出十大流 通股东之列。 责任编辑：小浪快报 融券方面，宝莫股份8月27日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量400.00股，融券余额2144.00元，超过近一年50%分位水平，处于较高位。 资料显示，山东宝莫生物化工股份有限公司位于山东省东营市东营区西四路624号，成立日期1996年5月 3日，上市日期2010年9月15日，公司主营业务涉及聚丙烯酰胺、表面活性剂及相关化学品研发、生产、 销售及技术服务以及光伏发电等业务。 截至8月20日，宝莫股份股东户数4.57万，较上期增加5.07%；人均流通股13375股，较上期减少4.83%。 2025年1月-6月，宝莫股份实现营业收入2.68亿元，同比增长26.16%；归母净利润1585.22万元，同比增 长129.30%。 8月27日 ...