Commodity Chemicals

XfmGroup

XfmGroup released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 17.53 B, actual EPS CNY 0.24

XfmGroup to Release FY2026 Q1 Earnings on April 29 After-Market (BJT)

XfmGroup released FY2025 earnings on April 16 After-Market (BJT), actual revenue CNY 71.56 B (forecast CNY 70.31 B), actual EPS CNY 0.69 (forecast CNY 0.7445)

XfmGroup released FY2025 Q4 earnings on April 16 After-Market (BJT), actual revenue CNY 20.01 B, actual EPS CNY 0.106

XfmGroup to Release FY2025 Earnings on April 17 After-Market (BJT), Forecast Revenue CNY 70.19 B, EPS CNY 0.781

XfmGroup to Release FY2025 Q3 Earnings on October 31, Pre-Market BJT

XfmGroup released FY2025 Q3 earnings on October 15 Pre-Market (BJT), actual revenue CNY 18.05 B, actual EPS CNY 0.1037

XfmGroup released FY2025 9 Months earnings on October 15 Pre-Market (BJT), actual revenue CNY 51.54 B, actual EPS CNY 0.5721

XfmGroup released FY2025 Semi-Annual Earnings on August 28 Pre-Market (BJT), actual revenue CNY 33.49 B, actual EPS CNY 0.47

XfmGroup released FY2025 Q2 earnings on August 28 Pre-Market (BJT), actual revenue CNY 18.93 B, actual EPS CNY 0.2584

XfmGroup to Release FY2025 Semi-Annual Earnings on August 29, 2025 (BJT)

Xinfengming Invests in Hefei Lif Biotechnology to Enter Bio-based Polyester Sector

Three Executives of Xinfengming Plan to Offload Shares

Jade Bird Group's Wholly-owned Subsidiary Acquires 36% Stake in Jinlian Port

China Galaxy Securities Analyzes Xinfengming's 2025Q1 Performance

NewPhoenix Shareholder Count Changes and Response to Market Management

XfmGroup released FY2025 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 14.56 B, actual EPS CNY 0.21

Huaxin Securities Gives New Fengming Buy Rating

Xinfengming to Dividend 336 Million Yuan in 2024

XfmGroup released FY2024 Q4 earnings on April 24 After-Market (BJT), actual revenue CNY 17.89 B, actual EPS CNY 0.228

301216

600370

000301

603225

002493

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

Wallstreetcn

Wankai

EASTERN SHENGHONG

RSPC

002648

600028

000420

600688

600346

159870

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%

Sinopec Corp.

Jilin Fibre

HLSH

Penghua CSI Subdivision Chemical Industry Theme ETF

561330

512400

01787

China Jushi hit the daily limit, XfmGroup rose over 6%, SD GOLD rose over 4%; oil and petrochemicals, building materials, and precious metals led the gains, while cultural media, education, and catering tourism saw the largest declines; the Shanghai Composite Index rose 0.09%, the Shenzhen Component Index fell 0.35%, and the ChiNext Index fell 1.08%

36Kr

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

China Southern CSI SWS Non-Ferrous Metal ETF

SD GOLD

Penghua Guozheng Non-ferrous Metal Industry ETF

GF CSI Rare Metals Theme ETF

MaxWealth CSI SH-SZ-HK Gold Industry Equity ETF

Yinhua CSI Non-ferrous Metal ETF

Guotai CSI Non-ferrous Metal ETF

SD-GOLD

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

The three major A-share indices closed mixed

XfmGroup announced that its wholly-owned subsidiary, Dushan Energy, acquired a 35% equity stake in Dushan Port Development through an auction at a base price of 259 million yuan via the Zhejiang Property Exchange. This transaction aims to enhance the supply chain security of raw materials, expand terminal throughput, improve loading and unloading efficiency, reduce logistics costs, provide a stable transportation channel for the PTA business, and strengthen supply chain resilience

XfmGroup: Plans to acquire a 35% stake in Dushan Port Development

000680

36Kr learned that the three major A-share indices closed mixed at noon, with the Shanghai Composite Index down 0.1%, the Shenzhen Component Index up 0.23%, and the ChiNext Index down 0.06%; the petrochemical, engineering machinery, and cultural media sectors led the gains, with Bainian Qiancheng hitting the daily limit, XfmGroup rising over 7%, and SHANTUI rising over 4%; the airport, power generation equipment, and gas sectors saw the largest declines, with Taisheng Wind Power down over 5%, Jiufeng Energy down over 4%, and Xiamen Airport down over 1%

SHANTUI

The three major A-share indices closed mixed at midday, with Baida Qiancheng hitting the daily limit

300997

601318

PNGAY

02318

36Kr learned that the three major A-share indices collectively fell during the midday break, with the Shanghai Composite Index down 0.11%, the Shenzhen Component Index down 0.71%, and the ChiNext Index down 1.29%; the computer hardware, electronic components, and biotechnology sectors led the decline, with Tengjing Technology down over 9%, Jiangbolong down over 7%, and Rongchang Bio down over 5%; the insurance, beverage, and petrochemical sectors saw the largest gains, with HUANLEJIA hitting the daily limit, and Ping An and XfmGroup rising over 4%

HUANLEJIA

Ping An

Ping An Insurance

PING AN

The three major A-share indices collectively fell at midday, with insurance stocks strengthening

XfmGroup announced that director and vice president Shen Jianyu reduced his holdings by 1,001,500 shares through centralized bidding from August 4 to October 10, 2025, accounting for 0.07% of the company's total share capital; director and vice president Xu Jizhong reduced his holdings by 1,000,000 shares during the same period, accounting for 0.07%; director, vice president, and board secretary Yang Jianfei also reduced his holdings by 1,000,000 shares during the same period, accounting for 0.07%. The above reduction plans have been completed

Zhitong

XfmGroup: Three directors including Shen Jianyu have reduced their holdings by 0.07%

601233

000703

Debon Securities released a research report indicating that the supply-demand contradiction in the PTA market has intensified, and the profit margin for products has been compressed. By August 2025, the price difference is expected to shrink to 200 yuan/ton, leading to losses for most companies. Major PTA companies are negotiating to jointly reduce production, hoping to optimize the supply-demand pattern through industry collaboration. Against the backdrop of domestic "anti-involution" policies and technological iteration, PTA is expected to enter a new round of prosperity cycle

TKGF

HYPC

Debon Securities: PTA anti-involution is imminent, and the industry inflection point is gradually approaching

00386

36Kr learned that the three major A-share indices collectively fell during the midday break, with the Shanghai Composite Index down 0.18%, the Shenzhen Component Index down 0.79%, and the ChiNext Index down 1.17%; the petroleum and chemical, power generation equipment, and beverage sectors led the gains, with XfmGroup and Weili Transmission hitting the daily limit, and HUANLEJIA rising over 3%; the internet, computer hardware, and electronic components sectors saw the largest declines, with Zhuoyi Information down over 8%, Oulu Tong down over 7%, and Unisplendour down over 4%

SINOPEC CORP

The three major A-share indices collectively fell at midday, while the petrochemical sector strengthened

The petrochemical sector is strengthening. As of the time of writing, XfmGroup has hit the limit up, with TKGF, HLSH, and Satellite Chemical also rising

The petrochemical sector strengthens, XfmGroup hits the limit up

XfmGroup(603225.SH)