SINOPEC N3005

CH DEMETER FIN

FAMEGLOW

LUEN THAI

NEW GONOW RV

REF HOLDINGS

PARADISE ENT

WEBX HOLDING

HAICHANG HLDG

BEST FOOD HLDG

INTELLIMARK W27

05423

563150

600028

561760

561360

516570

40049

00386

40221

159870

159731

Sinopec has set its March paraxylene contract price at 9,750 yuan ($1,416.71) per metric ton, a 32% increase from February, due to tight supply caused by Middle East tensions and domestic maintenance issues. The company has nominated April's price at 9,700 yuan/mt. Domestic PX production has been affected by logistical challenges and maintenance shutdowns, leading to a 3% drop in PX inventories. Meanwhile, demand from the polyester industry is rising, pushing prices higher. Sinopec also increased its purified terephthalic acid price by 22.8% for March.

MorningStar

SINOPEC N4704

Yinhua CSI Oil & Gas Resources ETF

Sinopec Corp.

Bosera CSI Oil & Gas Resources Index ETF

Guotai CSI Oil & Gas Industry ETF

E Fund CSI Petrochemical Industry ETF

SINOPEC N2911

Hwabao WP CSI Subdivision Chemical Industry Theme ETF

SINOPEC CORP

China Universal CSI Oil & Gas Resources ETF

Penghua CSI Subdivision Chemical Industry Theme ETF

ChinaAMC CSI Petrochemical Industry ETF

Guotai CSI Subdivision Chemical Industry Theme ETF

Sinopec's March Paraxylene CP Settles 32% Higher on Tight Supply — OPIS

Citi released a research report indicating that Sinopec's net profit last year fell by 34% year-on-year to RMB 32.5 billion, which was below expectations. The net profit for the fourth quarter was RMB 400 million, a year-on-year decline of 89%, mainly due to inventory losses caused by falling oil prices. The dividend per share is RMB 0.2, with a payout ratio of 75% and a yield of 5%. The report focuses on the impact of the Middle East situation on Sinopec's downstream business and maintains a target price of HKD 5.2 for H shares, with a rating of "outperform."

AASTOCKS

In "The Big Banks," Citigroup: The escalation of the situation in the Middle East, pay attention to the development of Sinopec's downstream business

02386

SINOPEC Engineering (Group) Co., Ltd. Class H has been downgraded to a Hold rating by Bank of America Securities, with a price target of HK$7.50. The shares closed at HK$6.50. The current analyst consensus is a Moderate Buy, with an average price target of €0.90.

Tip Ranks

SINOPEC SEG

SINOPEC Engineering (Group) Co., Ltd. Class H (1NS) was downgraded to a Hold Rating at Bank of America Securities

40521

SINOPEC Engineering (Group) (SEHK:2386) reported FY 2025 first half revenue of C¥31.6b and basic EPS of C¥0.32, showing growth from C¥28.7b and C¥0.30 in 1H 2024. However, net profit margin has compressed to 2.6% from 3.8% a year earlier. The stock trades at a P/E of 13.4x, higher than industry averages, raising concerns amid lower profitability. A DCF fair value of HK$15.69 per share suggests a significant gap from the current price of HK$6.23, indicating potential investment opportunities but also risks due to recent earnings trends.

Simplywall

SINOPEC N3101

Sinopec Engineering Group (SEHK:2386) Margin Compression Challenges Bullish Earnings Growth Narrative

Sinopec will reduce its total crude oil processing volume by more than 10% this month due to the Middle East war and transportation difficulties in the Strait of Hormuz. The company's refineries process approximately 5.2 million barrels of crude oil daily, and it is expected that the refining volume in March will decrease by 600,000 to 700,000 barrels. Sinopec's stock price fell by 1.03% today, currently reported at 4.79 yuan. Analysts expect that China's refineries will reduce their processing volume by 1.5 million barrels per day and will release 1 million barrels of inventory in the next four to six weeks

It is reported that Sinopec's total crude oil processing volume this month has decreased by more than 10% compared to the original plan

SINOPEC Engineering (Group) Co., Ltd. (SEG) announced its 2025 annual results, reporting operating revenue of RMB70.074 billion and a net profit of RMB1.807 billion. The company proposed a final dividend of RMB0.104 per share and initiated its first special dividend of RMB0.094 per share, resulting in a total payout of RMB0.358 per share, with an effective payout ratio of 88%. New orders exceeded RMB101 billion for the second consecutive year, reflecting strong operational resilience and growth in international markets. SEG emphasized technological innovation and improved corporate governance in its strategic development.

Fidelity

SEG Announced 2025 Annual Results  Initiating First Special Dividend Distribution Payout Ratio Reached 88% Newly Signed Orders Exceeded RMB100-Billion Mark for the Second Consecutive Year

SINOPEC N3005(40221.HK)

Sinopec's March Paraxylene CP Settles 32% Higher on Tight Supply — OPIS

In "The Big Banks," Citigroup: The escalation of the situation in the Middle East, pay attention to the development of Sinopec's downstream business

SINOPEC Engineering (Group) Co., Ltd. Class H (1NS) was downgraded to a Hold Rating at Bank of America Securities

Sinopec Engineering Group (SEHK:2386) Margin Compression Challenges Bullish Earnings Growth Narrative

It is reported that Sinopec's total crude oil processing volume this month has decreased by more than 10% compared to the original plan

SEG Announced 2025 Annual Results Initiating First Special Dividend Distribution Payout Ratio Reached 88% Newly Signed Orders Exceeded RMB100-Billion Mark for the Second Consecutive Year