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Jiangsu Eastern Shenghong (000301.SZ): The controlling Shareholder and its concerted actors have collectively increased their Shareholding by 1.10%.
On January 6, Glonghui reported that Jiangsu Eastern Shenghong (000301.SZ) announced that it recently received a notice from Shenghong Technology, Shenghong Petrochemical, and Shenghong Suzhou regarding their combined shareholding in the listed company exceeding 1%. Shenghong Technology, Shenghong Petrochemical, and Shenghong Suzhou increased their shareholding through centralized competitive trading on the Shenzhen Stock Exchange, acquiring a total of 72,956,606 shares from November 14, 2024, to January 3, 2025, accounting for 1% of the company's total share capital (based on the total share capital of 6,611,221,707 shares as of December 31, 2024).
Tianfeng: The inventory cycle of Energy exploitation may reach its turning point before the production capacity turning point.
The refining products and coke products in the midstream are at the tail end of active destocking, and are expected to enter a state of passive destocking in 2025, increasing the probability of price increases.
Cinda Securities 2025 Annual Strategy Report on the Petrochemical Industry: Refining cycle hits bottom, recovery in prosperity is expected.
Considering that bulk Chemicals may reach a turning point in 2026, private refining companies have characteristics such as low finished oil yield and long Industry Chain for Chemicals, and are expected to benefit first during the upturn cycle of bulk Chemicals profitability.
Jiangsu Eastern Shenghong (000301.SZ): The subsidiary intends to sell assets containing Precious Metals waste catalysts.
On December 13, Gelonghui reported that Jiangsu Eastern Shenghong (000301.SZ) announced that its subsidiary Jiangsu Shenghong Petrochemical Industry Group Co., Ltd. (hereinafter referred to as "Petrochemical Industry Group") plans to sign a "Framework Agreement for Comprehensive Utilization of Precious Metal Waste Catalysts" with Xuzhou Haotong New Materials Technology Co., Ltd. (hereinafter referred to as "Haotong Technology"). Given the current situation where Petrochemical Industry Group holds Precious Metals, generates waste catalysts, and has periodic agent replacements, both parties have reached cooperation on the recovery, sales, and other related matters of Precious Metal waste catalysts (hereinafter referred to as "waste catalysts"). The assets being sold this time are waste catalysts, specifically waste Silver.
东海证券: The petrochemical cycle has reached the bottom, and left layout is just right.
Generally, because the cycle of U.S. dollar repatriation has a significant impact on the global economy, the Federal Reserve starting a rate-cutting cycle often indicates the bottom of a petrochemical cycle.
This week added 34 more companies! Jiangsu eastern shenghong and many other stocks disclosed buyback shareholding and refinancing plans, a list of related A-shares is as follows.
① This week, the share buyback and shareholding loans have become "normalized". According to incomplete statistics from Cai Lian She, 34 listed companies disclosed information related to share buyback and shareholding loans (attached table); ② jiangsu eastern shenghong plans to use its own funds and special loans for the largest amount of shareholding, not exceeding 4 billion yuan. After the announcements of jiangsu eastern shenghong, Xinyu Ren, and ningbo peacebird fashion regarding special loans for buybacks or shareholdings, the stock prices closed at the daily limit on the following day.
Investing in Jiangsu Eastern ShenghongLtd (SZSE:000301) Five Years Ago Would Have Delivered You a 111% Gain
