机构持仓方面，截止2025年9月30日，万华化学十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股1.04亿股，相比上期减少3192.31万股。中国证券金融股份有限公司位居第六大流通股东， 持股7334.85万股，持股数量较上期不变。华夏上证50ETF（510050）位居第七大流通股东，持股 3596.62万股，相比上期减少97.08万股。华泰柏瑞沪深300ETF（510300）位居第八大流通股东，持股 3214.92万股，相比上期减少144.51万股。鹏华中证细分化工产业主题ETF联接A（014942）位居第九大 流通股东，持股2823.49万股，为新进股东。易方达沪深300ETF（510310）退出十大流通股东之列。 责任编辑：小浪快报 万华化学所属申万行业为：基础化工-化学制品-聚氨酯。所属概念板块包括：环氧丙烷、染料涂料、煤 化工、锂电池、节能环保等。 截至9月30日，万华化学股东户数24.36万，较上期减少9.49%；人均流通股12850股，较上期增加 10.16%。2025年1月-9月，万华化学实现营业收入1442.26亿元，同比减少2.29%；归母净利润91.57亿 元，同比减少17 ...

截至9月30日，万华化学股东户数24.36万，较上期减少9.49%；人均流通股12850股，较上期增加 10.16%。2025年1月-9月，万华化学实现营业收入1442.26亿元，同比减少2.29%；归母净利润91.57亿 元，同比减少17.45%。 11月25日，万华化学盘中上涨2.04%，截至10:46，报64.07元/股，成交7.15亿元，换手率0.36%，总市值 2005.69亿元。 资金流向方面，主力资金净流入4842.74万元，特大单买入4326.43万元，占比6.05%，卖出4941.65万 元，占比6.91%；大单买入2.12亿元，占比29.65%，卖出1.58亿元，占比22.03%。 万华化学今年以来股价跌9.27%，近5个交易日跌2.03%，近20日涨4.21%，近60日跌6.01%。 资料显示，万华化学集团股份有限公司位于山东省烟台市经济技术开发区三亚路3号，成立日期1998年 12月16日，上市日期2001年1月5日，公司主营业务涉及各种异氰酸酯产品及其衍生产品的开发、生产、 经营、应用;各种聚氨酯系统料及其助剂的开发、生产、经营。主营业务收入构成为：聚氨酯系列 40.58%，石化系列 ...

Core Viewpoint - Wanhua Chemical's stock has experienced a decline of 7.90% year-to-date, with a recent drop of 2.02% on November 18, 2023, indicating potential challenges in the market [1] Financial Performance - For the period from January to September 2025, Wanhua Chemical reported a revenue of 144.23 billion yuan, a year-on-year decrease of 2.29%, and a net profit attributable to shareholders of 9.16 billion yuan, down 17.45% year-on-year [2] - Cumulative cash dividends since the company's A-share listing amount to 50.24 billion yuan, with 14.05 billion yuan distributed over the past three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders decreased by 9.49% to 243,600, while the average number of tradable shares per person increased by 10.16% to 12,850 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and China Securities Finance Corporation, with notable reductions in holdings for several ETFs [3]

Core Viewpoint - Wanhua Chemical's stock has shown fluctuations with a recent increase of 2.02%, while the company faces a year-to-date decline of 4.94% in stock price [1] Financial Performance - For the period from January to September 2025, Wanhua Chemical reported a revenue of 144.23 billion yuan, a year-on-year decrease of 2.29%, and a net profit attributable to shareholders of 9.16 billion yuan, down 17.45% year-on-year [2] - Cumulative cash dividends since the company's A-share listing amount to 50.24 billion yuan, with 14.05 billion yuan distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 9.49% to 243,600, while the average number of circulating shares per person increased by 10.16% to 12,850 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and China Securities Finance Corporation, with notable reductions in holdings for several ETFs [3] Stock Market Activity - As of November 17, Wanhua Chemical's stock price was 67.13 yuan per share, with a trading volume of 1.12 billion yuan and a turnover rate of 0.54% [1] - The stock has experienced a 10.30% increase over the past 20 trading days and a 6.57% increase over the past 60 days [1] Business Overview - Wanhua Chemical, established on December 16, 1998, specializes in the development, production, and application of various isocyanate products and polyurethane systems [1] - The company's revenue composition includes 40.58% from polyurethane series, 38.43% from petrochemical series, 17.19% from fine chemicals and new materials, and 12.46% from other sources [1] Industry Classification - Wanhua Chemical is classified under the basic chemical industry, specifically in chemical products and polyurethane [1] - The company is associated with several concept sectors, including epoxy propylene, dyes and coatings, Shandong state-owned assets, new materials, and shared economy [1]

长江添利混合A（009700）基金经理为徐婕、漆志伟。 截至发稿，徐婕累计任职时间20年83天，现任基金资产总规模2.22亿元，任职期间最佳基金回报 174.92%， 任职期间最差基金回报1.03%。 漆志伟累计任职时间9年27天，现任基金资产总规模51.71亿元，任职期间最佳基金回报71.82%， 任职 期间最差基金回报-10.27%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 11月10日，万华化学涨5.13%，截至发稿，报68.62元/股，成交22.93亿元，换手率1.08%，总市值 2148.13亿元。 资料显示，万华化学集团股份有限公司位于山东省烟台市经济技术开发区三亚路3号，成立日期1998年 12月16日，上市日期2001年1月5日，公司主营业务涉及各种异氰酸酯产品及其衍生产品的开发、生产、 经营、应用;各种聚氨酯系统料及其助剂的开发、生产、经营。主营业务收入构成为：聚氨酯系列 40.58%，石化系列38.43%，精细化学品及新材料 ...

惠升惠诚稳健一年持有期混合A（013726）成立日期2021年11月30日，最新规模7598.28万。今年以来收 益5.85%，同类排名6668/8148；近一年收益6.88%，同类排名6252/8053；成立以来收益5.06%。 从基金十大重仓股角度 数据显示，惠升基金旗下1只基金重仓万华化学。惠升惠诚稳健一年持有期混合A（013726）三季度持 有股数1.73万股，占基金净值比例为1.44%，位居第七大重仓股。根据测算，今日浮盈赚取约5.45万 元。 11月7日，万华化学涨5.11%，截至发稿，报64.85元/股，成交21.57亿元，换手率1.08%，总市值2030.11 亿元。 惠升惠诚稳健一年持有期混合A（013726）基金经理为陈桥宁。 资料显示，万华化学集团股份有限公司位于山东省烟台市经济技术开发区三亚路3号，成立日期1998年 12月16日，上市日期2001年1月5日，公司主营业务涉及各种异氰酸酯产品及其衍生产品的开发、生产、 经营、应用;各种聚氨酯系统料及其助剂的开发、生产、经营。主营业务收入构成为：聚氨酯系列 40.58%，石化系列38.43%，精细化学品及新材料系列17.19%，其他12. ...

Group 1 - Wanhua Chemical's stock increased by 5.11%, reaching 64.85 CNY per share, with a trading volume of 2.15 billion CNY and a turnover rate of 1.08%, resulting in a total market capitalization of 203.01 billion CNY [1] - Wanhua Chemical, established on December 16, 1998, and listed on January 5, 2001, is located in Yantai, Shandong Province, and specializes in the development, production, and operation of various isocyanate products and their derivatives, as well as polyurethane systems and additives [1] - The company's main business revenue composition includes: polyurethane series 40.58%, petrochemical series 38.43%, fine chemicals and new materials series 17.19%, and others 12.46% [1] Group 2 - Xinyuan Fund has one fund heavily invested in Wanhua Chemical, with Xinyuan Industry Rotation A (005949) increasing its holdings by 3,500 shares in the third quarter, totaling 38,000 shares, which accounts for 4% of the fund's net value, making it the third-largest holding [2] - Xinyuan Industry Rotation A (005949) was established on May 31, 2018, with a latest scale of 6.99 million CNY, and has achieved a year-to-date return of 10.54%, ranking 5853 out of 8148 in its category [2] - The fund manager, Zhang Hanyi, has been in position for 8 years and 322 days, with a total asset scale of 199 million CNY, achieving the best fund return of 156.94% and the worst return of 12.28% during his tenure [2]

Core Viewpoint - Wanhua Chemical's stock has experienced a decline of 13.25% year-to-date, with a recent drop of 2.02% on November 4, 2023, reflecting ongoing challenges in the market [1][2]. Financial Performance - For the period from January to September 2025, Wanhua Chemical reported a revenue of 144.23 billion yuan, a year-on-year decrease of 2.29%, and a net profit attributable to shareholders of 9.16 billion yuan, down 17.45% year-on-year [2]. - Cumulative cash dividends since the company's A-share listing amount to 50.24 billion yuan, with 14.05 billion yuan distributed over the past three years [3]. Stock Market Activity - As of November 4, 2023, Wanhua Chemical's stock price was 61.26 yuan per share, with a total market capitalization of 191.77 billion yuan [1]. - The stock has seen a trading volume of 955 million yuan on the same day, with a turnover rate of 0.49% [1]. - The company experienced a net outflow of 44.50 million yuan in principal funds, with significant selling pressure observed [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders decreased by 9.49% to 243,600, while the average number of circulating shares per person increased by 10.16% to 12,850 shares [2][3]. - Major shareholders include Hong Kong Central Clearing Limited and China Securities Finance Corporation, with notable changes in their holdings [3].

Core Viewpoint - Wanhua Chemical's stock has experienced a decline of 12.97% year-to-date, with significant net outflows of capital and a decrease in both revenue and net profit for the first half of 2025 [1][2]. Financial Performance - As of June 30, 2025, Wanhua Chemical reported a revenue of 90.901 billion yuan, a year-on-year decrease of 6.35% [2]. - The net profit attributable to shareholders for the same period was 6.123 billion yuan, reflecting a year-on-year decrease of 25.10% [2]. Stock Market Activity - On October 24, Wanhua Chemical's stock price fell by 2.02%, trading at 61.46 yuan per share with a total market capitalization of 192.399 billion yuan [1]. - The stock has seen a net outflow of 82.5177 million yuan in principal funds, with large orders showing a buy of 144 million yuan and a sell of 162 million yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 269,200, up by 22.10% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 18.10% to 11,665 shares [2]. Dividend Distribution - Wanhua Chemical has cumulatively distributed 50.24 billion yuan in dividends since its A-share listing, with 14.05 billion yuan distributed over the last three years [3]. Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the fifth-largest circulating shareholder, holding 136 million shares, a decrease of 9.0754 million shares from the previous period [3]. - Several ETFs, including Huaxia SSE 50 ETF and Haitong SSE 300 ETF, have increased their holdings in Wanhua Chemical [3].

Core Insights - Wanhua Chemical's stock price increased by 2.01% on October 23, reaching 62.57 CNY per share, with a trading volume of 1.014 billion CNY and a market capitalization of 195.874 billion CNY [1] Financial Performance - For the first half of 2025, Wanhua Chemical reported a revenue of 90.901 billion CNY, a year-on-year decrease of 6.35%, and a net profit attributable to shareholders of 6.123 billion CNY, down 25.10% year-on-year [2] Shareholder Information - As of June 30, 2025, the number of shareholders increased to 269,200, up 22.10% from the previous period, while the average number of tradable shares per person decreased by 18.10% to 11,665 shares [2] Dividend Distribution - Wanhua Chemical has distributed a total of 50.24 billion CNY in dividends since its A-share listing, with 14.05 billion CNY distributed over the past three years [3] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the fifth-largest shareholder with 136 million shares, a decrease of 9.0754 million shares from the previous period. Other notable institutional shareholders include Huaxia SSE 50 ETF and Huatai-PineBridge CSI 300 ETF, which increased their holdings [3]