截至2026年1月9日收盘，中化国际（600500）报收于4.08元，较上周的3.92元上涨4.08%。本周，中化 国际1月7日盘中最高价报4.13元。1月5日盘中最低价报3.89元。中化国际当前最新总市值146.41亿元， 在化学制品板块市值排名23/170，在两市A股市值排名1420/5182。 本周关注点 公司公告汇总中化国际关于2025年全年业绩预亏的提示性公告 2025年国内化工品价格指数受供需影响处于下行区间，公司主要产品市场价格如环氧丙烷、防老剂、酚 酮、双酚A、尼龙66及芳纶等同比持续下跌，导致经营业绩面临较大挑战。截至2025年三季度末，公司 归属于上市公司股东的净利润为-13.31亿元。根据初步测算，公司2025年全年业绩将出现亏损。具体财 务数据以经审计的2025年年度报告为准。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 业绩披露要点：中化国际预计2025年全年归属于母公司所有者的净利润将出现亏损。 公司公告汇总：受主要产品价格下跌影响，公司2025年前三季度净利润为-13.31亿元。 业绩披露要点业绩预 ...

【环球网财经综合报道】A股市场陆续迎来2025年度业绩公布期。数据显示，2026年1月以来，已有至 少35家A股公司陆续披露2025年业绩预告、提示性公告或业绩快报。在这份初步的成绩单中，预增企业 占比超过六成，展现出较强的增长韧性。然而，在整体向好的背景下，上市公司业绩分化格局也已初步 显现，呈现出"冰火两重天"的鲜明特征。 1月8日，A股市场迎来一波业绩预亏公告的密集发布，国新能源、集友股份、中化国际等8家上市公司 同步披露了2025年度业绩预亏提示性公告，覆盖能源、化工、传媒、光伏等多个领域。从公告内容来 看，行业周期波动与市场环境变化是导致这些企业业绩承压的主要原因，部分传统行业企业面临的转型 压力尤为突出。以化工行业的化国际为例，尽管公司通过降本增效实现了能源成本与生产成本的显著下 降，且经营性现金流保持正向流入，但仍难以抵挡产品价格下跌带来的盈利冲击。受供需格局影响， 2025年国内化工品价格指数持续下行，环氧丙烷、防老剂、双酚A等核心产品价格同比大幅下跌，导致 公司前三季度归母净利润已亏损13.31亿元，全年业绩预亏。能源类企业同样遭遇严峻考验，国新能源 与水发燃气均预计2025年归母净利润为负 ...

1月8日主力资金净流出266.63万元，占总成交额2.59%；游资资金净流出707.16万元，占总成交额 6.86%；散户资金净流入973.79万元，占总成交额9.45%。 截至2026年1月8日收盘，中化国际(600500)报收于4.09元，上涨0.99%，换手率0.7%，成交量25.27万 手，成交额1.03亿元。 当日关注点 交易信息汇总资金流向 2025年国内化工品价格指数受供需影响处于下行区间，公司主要产品市场价格如环氧丙烷、防老剂、酚 酮、双酚A、尼龙66及芳纶等同比持续下跌，导致经营业绩面临较大挑战。截至2025年三季度末，公司 归属于上市公司股东的净利润为-13.31亿元。根据初步测算，公司2025年全年业绩将出现亏损。具体财 务数据以经审计的2025年年度报告为准。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 来自交易信息汇总：1月8日主力资金净流出266.63万元，占总成交额2.59%。 来自公司公告汇总：中化国际预计2025年全年业绩将出现亏损，主要因化工品价格下行导致经营 承压。 公司公告汇总 中化国际关 ...

Group 1 - Multiple listed companies have announced expected losses for the year 2025, including Yijing Optoelectronics, China Shipbuilding Technology, Jiyou Co., Zhangyue Technology, Sinochem International, and Guo Xin Energy [1][2][3] - Yijing Optoelectronics expects a net profit attributable to shareholders to be negative, with losses anticipated to exceed the audited net assets from the previous year, potentially resulting in negative net assets by the end of 2025 [1] - China Shipbuilding Technology also forecasts a negative net profit for 2025, indicating a decline in operational performance [2] - Jiyou Co. reported a total profit of -4.1498 million yuan and a net profit attributable to shareholders of -5.9747 million yuan for the first nine months of 2025, with expectations of negative profits for the entire year [2] - Zhangyue Technology anticipates a negative net profit for 2025 based on preliminary financial assessments [3] - Sinochem International faces significant challenges due to a continuous decline in market prices for key products, with a reported net profit of -1.331 billion yuan by the end of Q3 2025, and expects losses for the full year [3] - Guo Xin Energy predicts a negative net profit for 2025, attributing the decline to industry cycle fluctuations and changes in the market environment [3]

截止2025年三季度末，本公司归属于上市公司股东的净利润为-13.31亿元。根据初步测算，公司2025年 全年业绩将出现亏损情况。 格隆汇1月7日丨中化国际(600500.SH)公布，2025年国内化工品价格指数受供需格局影响处于下行区 间，公司主要产品所处行业形势严峻。公司积极应对，聚焦质效导向，通过持续加强卓越运营能力建 设，深入挖潜降本增效，系统提升经营管理能力，能源成本、生产成本实现显著下降；采取有利措施压 降营运资金占用，经营性现金流保持正向流入，并较去年大幅改善。但由于公司主要产品市场价格如环 氧丙烷、防老剂、酚酮、双酚A、尼龙66及芳纶等同比均呈现持续下跌趋势，经营业绩上仍面临市场带 来的较大挑战。 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 2025年国内化工品价格指数受供需格局影响处于下行区间,公司主要产品所处行业形势严峻。中化国际 (控股)股份有限公司(以下简称"公司")积极应对,聚焦质效导向,通过持续加强卓越运营能力建设,深入挖潜 降本增效,系统提升经营管理能力,能源成本、生产成本实现显著下降;采取有利措施压降营运资金占用, 经营性现金流保持正向流入,并较去年大幅改善。但由于公司主要产品市场价格如环氧丙烷、防老剂、 酚酮、双酚A、尼龙66及芳纶等同比均呈现持续下跌趋势,经营业绩上仍面临市场带来的较大挑战。 中化国际2025年三季报显示，前三季度公司主营收入357.16亿元，同比下降9.56%；归母净利润-13.31亿 元，同比下降157.8%；扣非净利润-12.92亿元，同比上升5.79%；其中2025年第三季度，公司单季度主 营收入113.63亿元，同比下降16.63%；单季度归母净利润-4.45亿元，同比上升15.77%；单季度扣非净利 润-4.55亿元，同比上升16.61%；负债率67.3%，投资收益-2.13 ...

Group 1: Industry Development - Liu Ning emphasized the importance of integrating intelligent, green, and collaborative development in the chemical industry, urging companies to seize industrial development opportunities and strengthen technological research and development platforms to promote sustainable growth [2] - The focus on "Industrial Internet + Hazardous Chemical Safety Production" was highlighted during the visit to Hebi Yuanhao Chemical Co., which specializes in the research and production of rubber additives, with products exported to multiple countries and regions [2] - At Meirui Technology (Henan) Co., Liu Ning acknowledged the company's commitment to the full industrial chain development of polyurethane new materials and encouraged collaboration across the industry chain [2] Group 2: Safety and Environmental Standards - Liu Ning stressed the need to establish a safety development philosophy, implement corporate safety production responsibilities, and enhance the dual prevention mechanism for hazardous chemical enterprises [2] - The importance of upgrading green and low-carbon technology and equipment was underscored, with a call to increase the supply of green and environmentally friendly products and accelerate the transition towards greener and newer practices [2] - The emphasis on standardizing, scientific, and modernized safety production management aims to continuously improve the intrinsic safety levels within the industry [2] Group 3: Community and Governance - Liu Ning's visit to the community highlighted the need for effective grassroots governance led by party building, focusing on resolving various conflicts and improving public services [3] - The importance of addressing the concerns of vulnerable groups and ensuring the supply of essential goods during the winter season was emphasized [3] - The need for a comprehensive approach to economic and social development was reiterated, focusing on integrating technological and industrial innovation while maintaining safety and stability [3]

Group 1: Industry Development - Liu Ning emphasized the importance of integrating intelligent, green, and collaborative development in the chemical industry, urging companies to seize industrial development opportunities and strengthen technological research and development platforms to promote sustainable growth [2] - The focus on "Industrial Internet + Hazardous Chemical Safety Production" was highlighted during the visit to Hebi Yuanhao Chemical Co., Ltd., which specializes in the research and production of rubber additives [2] - At Meirui Technology (Henan) Co., Ltd., Liu Ning acknowledged the company's commitment to the full industrial chain development of polyurethane new materials and encouraged collaboration across the supply chain [2] Group 2: Safety and Environmental Standards - Liu Ning stressed the need to establish a safety development philosophy, implement corporate safety production responsibilities, and enhance the dual prevention mechanism for hazardous chemical enterprises [2] - The importance of advancing green and low-carbon technology and upgrading equipment was underscored, with a call to increase the supply of green and environmentally friendly products [2] - Liu Ning called for a focus on the "dual carbon" goals, promoting the transition to greener and newer production methods [2] Group 3: Community and Governance - Liu Ning visited community facilities to understand grassroots governance, emphasizing the need for effective resolution of various conflicts and enhancing community services [3] - The importance of prioritizing people's well-being and addressing the needs of vulnerable groups was highlighted, especially in ensuring the supply of essential goods during the winter [3] - Liu Ning called for a comprehensive understanding of the new development philosophy and the integration of technological and industrial innovation to foster emerging pillar industries [3]

Summary of Zhonghua International's Conference Call Company Overview - **Company**: Zhonghua International - **Industry**: Chemical Industry Key Financial Performance - **Net Profit**: Reported a net loss of 1.331 billion yuan for the first three quarters, but the adjusted net profit excluding non-recurring items decreased the loss by 79 million yuan [2][3] - **Operating Cash Flow**: Net operating cash inflow of 1.629 billion yuan, a significant increase of 157% year-on-year [2][3] - **Revenue**: Total revenue of 35.7 billion yuan, a year-on-year decrease of 10% [3] - **Sales Volume**: Major product sales volume increased by 14% year-on-year, totaling 2.41 million tons [2][3] Operational Highlights - **Capacity Utilization**: Main production facilities operated at an 84.1% capacity utilization rate, up 9.7 percentage points year-on-year [2][3] - **Cost Reduction**: Total procurement costs decreased by 3.8%, and logistics costs fell by 9% year-on-year [2][4] - **Product Performance**: - Additives segment saw a 7% year-on-year increase in anti-aging agent sales [5] - Epoxy resin segment maintained high operating rates with a total capacity of 350,000 tons [5] - Engineering plastics segment reported a 10% increase in nylon 66 sales [5] - Aramid segment experienced a 33% increase in overall sales, with a 50% rise in export volume [5] Strategic Initiatives - **Market Expansion**: Focus on expanding customer base and enhancing sales through marketing strategies [3][8] - **Acquisition Plans**: The Nantong New City asset acquisition project is progressing, expected to be completed by early 2026, which will enhance profitability in the PPE sector [3][10] - **Product Development**: Accelerated R&D for new products, including high-end anti-aging agents and specialty nylon products [5][12] Challenges and Future Outlook - **Market Conditions**: The chemical industry is facing a downturn, but the company is optimistic about future growth opportunities through strategic adjustments [8][11] - **Cost Management**: Plans to leverage AI and smart technologies for further cost reductions and efficiency improvements [19][20] - **Competitive Landscape**: The company is addressing competitive pressures in the aramid and additives markets by enhancing product quality and exploring new applications [12][17] Conclusion Zhonghua International is navigating a challenging market environment with a focus on operational efficiency, strategic acquisitions, and product innovation. Despite current losses, the company is positioning itself for future growth through targeted initiatives and cost management strategies.

Summary of Zhonghua International's Conference Call Company Overview - **Company**: Zhonghua International - **Period**: First half of 2025 Key Financial Performance - **Revenue**: 243 billion CNY, down 6% year-on-year [2][9] - **Chemical Industry Revenue**: Increased by 5% year-on-year, benefiting from the ramp-up of carbon three capacity, with related business revenue around 70 billion CNY, up 11% [2][9] - **Net Loss**: 8.8 billion CNY, with a significant reduction in losses in the second quarter [2][10] - **Second Quarter Revenue**: 136 billion CNY, up 25% quarter-on-quarter [5] - **Gross Margin**: Improved by 1 percentage point quarter-on-quarter [5] Business Segment Performance - **Polymer Additives**: Maintained leading position in anti-aging agents, driving industry price increases and reducing raw material costs [6] - **Epoxy Resin**: High operational rates at two bases, improved profitability through price increases and cost reductions, capturing wind power customer orders [6] - **Aromatic Fiber**: Capacity expanded to 8,000 tons, with overall sales up 20% year-on-year and high-strength aromatic fiber sales up 60% [6] Strategic Initiatives - **Carbon Three Capacity**: Continued ramp-up to enhance integrated supply chain efficiency and cost advantages [7] - **Acquisition of Nantong Xincheng**: Expected to increase epoxy resin capacity to 53-54 million tons, enhancing market position [3][17] - **Focus on New Materials**: Establishment of a special materials division to tackle new material technology challenges and expand overseas market presence [3][22] Market Outlook - **Challenges**: Ongoing geopolitical tensions, commodity price fluctuations, and trade tariffs expected to impact the chemical industry [12] - **Future Demand**: Anticipated growth in demand for epoxy resin driven by infrastructure projects and renewable energy applications [21] Product Development and Innovation - **New Products**: Development of high-margin products like PDCPD, high-temperature nylon, and new anti-aging agents [25] - **PPE and PBT Expansion**: Plans to increase PPE capacity from 50,000 tons to 90,000-100,000 tons to meet rising demand [18] Investment Considerations - **Potential Opportunities**: Investors should monitor the rebound potential of specific products like anti-aging agents and the performance of PPE and PPT materials [30] - **Market Dynamics**: Attention to the impact of U.S.-China relations and technological breakthroughs on the overall economic environment [30]