Commodity Chemicals

RSPC

RSPC released FY2025 Q4 earnings on April 27 Pre-Market (BJT), actual revenue CNY 80.81 B, actual EPS CNY -0.0046 (forecast EPS CNY 0.14)

RSPC released FY2026 Q1 earnings during market hours on April 27 (BJT), actual revenue CNY 60.63 B, actual EPS CNY 0.29 (forecast EPS CNY 0.02)

RSPC released FY2025 earnings on April 27 Pre-Market (BJT), actual revenue CNY 308.62 B (forecast CNY 304.18 B), actual EPS CNY 0.0886 (forecast CNY 0.1759)

RSPC to Release FY2026 Q1 Earnings on April 28 During-Market (BJT), Forecast EPS CNY 0.02

RSPC to Release FY2025 Earnings on April 28 Pre-Market (BJT), Forecast Revenue CNY 304.18 B, EPS CNY 0.1759

RSPC released FY2025 9 Months Earnings on October 29 After-Market BJT, Actual Revenue: CNY 227.81 B, Actual EPS: CNY 0.0913

RSPC released FY2025 Q3 earnings on October 29 After-Market (BJT), actual revenue CNY 79.19 B, actual EPS CNY 0.03

RSPC FY2025 Q3 Earnings Release Scheduled for October 30 After-Market BJT

RSPC released FY2025 Q2 earnings on August 22 During-Market (BJT), actual revenue CNY 73.65 B, actual EPS CNY 0.0013

RSPC released FY2025 Semi-Annual Earnings on August 22 During-Market (BJT), actual revenue CNY 148.63 B, actual EPS CNY 0.06

RSPC FY2025 Semi-Annual Earnings Release on August 23, 2025 (BJT)

Opening Securities Issues Buy Rating Report on Rongsheng Petrochemical

Rongsheng Holding Increases Holdings in Rongsheng Petrochemical by 73.6959 million shares

Rongsheng Petrochemical Secretary Discusses Strait of Hormuz Closure Risks

Multiple Petrochemical Companies Cease LDPE Plant Operations for Overhaul, Supply Pressure Eases

Rongsheng Holding Increases its Stake in Rongsheng Petrochemical

Refining Company Sees Significant Profit Growth in Q1 2025

Rongsheng Petrochemical Holds Earnings Briefing

East China Securities Gives Buy Rating to Rongsheng Petrochemical

Huansheng Petrochemical Research Report Released by Huansheng Securities

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000990

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600810

The ethylene glycol Main Contract hit the daily limit, quoted at 5,706 yuan/ton, currently up 10.99%

Wallstreetcn

HLSH

Chengzhi

HUALU-HENGSHENG

Jilin Fibre

LUXI CHEMICAL

SMIC

A significant disruption occurred at the Borouge petrochemicals plant in Abu Dhabi, halting operations after falling debris from an air-defense interception caused multiple fires. This incident exacerbates existing challenges in the Gulf petrochemical sector, raising concerns about global supply chains for essential plastic materials like polyethylene and polypropylene. Companies such as Hainan Yisheng and Indorama Ventures have declared force majeure due to supply issues linked to the Hormuz chokepoint, indicating a potential ripple effect on the global plastics market, particularly impacting China, the largest producer and consumer of plastics.

ZeroHedge

Global Plastics Supply Chains Further Pressured As Abu Dhabi Petrochemicals Plant "Suspended" After Attack

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The Indian government has instructed oil refineries to redirect some LPG feedstock to industries facing a petrochemical shortage, affecting sectors like packaging and condom manufacturing. This decision follows disruptions in LPG supplies from the Middle East due to conflict. The Ministry of Petroleum and Natural Gas aims to balance LPG production for domestic needs while supporting the petrochemical industry by allocating propylene. The government has also temporarily removed customs duties on certain petrochemicals to aid affected industries, while ensuring that domestic LPG supplies remain stable.

Business Standard

ChinaAMC CSI Petrochemical Industry ETF

E Fund CSI Petrochemical Industry ETF

HYPC

Govt asks refineries to reroute LPG feedstock to affected industries

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Low-sulfur fuel oil fell about 9% in night trading, fuel oil fell about 7.2%, and paraxylene, ethylene glycol, and PTA fell by at least 4%

ZPEC

PETROCHINA

CNOOC

HSPC

Penghua CNI Oil&Gas ETF

Penghua CSI Subdivision Chemical Industry Theme ETF

Guotai CSI Oil & Gas Industry ETF

SINOPEC CORP

China Universal CSI Oil & Gas Resources ETF

SINOPEC SSC

Sinopec Corp.

CCB Principal Yisheng Czce Zhengzhou Commodity Exchange Energy and Chemical Futures ETF

Bosera CSI Oil & Gas Resources Index ETF

Yinhua CSI Oil & Gas Resources ETF

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603225

The night session for paraxylene closed up about 13%, PTA rose about 11.3%, and bottle flakes increased by about 8.8%

Wankai

EASTERN SHENGHONG

XfmGroup

600688

601233

The main contract for paraxylene (PX) has increased by 12% during the day, currently reported at 10,136 yuan/ton

SLCT

Guotai CSI Subdivision Chemical Industry Theme ETF

Hwabao WP CSI Subdivision Chemical Industry Theme ETF

TKGF

Commodity futures opened, with PTA and short fiber main contracts rising over 7%, paraxylene rising over 6%, bottle flakes rising over 5%, and propylene, plastics, Shanghai tin, and Shanghai silver rising over 4%. Benzene fell over 10%, asphalt fell nearly 10%, liquefied gas fell over 8%, and crude oil fell over 7%

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The A-share chemical sector experienced a volatile rebound, with HYPC hitting the daily limit, followed by HLSH, RSPC, DCHL, TKGF, and HALEAD rising in tandem

DCHL

HALEAD

RSPC(002493.SZ)