Commodity Chemicals

TKGF

TKGF released FY2025 Q4 earnings on April 28 After-Market (BJT), actual revenue CNY 26.49 B (forecast CNY 24.29 B), actual EPS CNY 0.2098 (forecast CNY 0.1859)

TKGF released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 23.36 B, actual EPS CNY 0.8

TKGF released FY2025 Annual Earnings on April 28 After-Market (BJT), Actual Revenue CNY 93.89 B (Forecast CNY 93.46 B), Actual EPS CNY 0.86 (Forecast CNY 0.8351)

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

TKGF to Release FY2025 Earnings on April 29 After-Market (BJT), Forecast Revenue CNY 93.46 B, EPS CNY 0.8351

TKGF released FY2025 9 Months Earnings on October 29 After-Market (BJT), actual revenue CNY 67.4 B, actual EPS CNY 0.6507

TKGF released FY2025 Q3 earnings on October 29 After-Market (BJT), actual revenue CNY 23.24 B (forecast CNY 24.47 B), actual EPS CNY 0.1899 (forecast CNY 0.2234)

TKGF to Release FY2025 Q3 Earnings on October 30 After-Market (BJT), Forecast Revenue CNY 24.47 B, EPS CNY 0.2234

TKGF released FY2025 Q2 earnings on August 28 During-Market (BJT), actual revenue CNY 24.74 B (forecast CNY 25.26 B), actual EPS CNY 0.2008 (forecast CNY 0.1111)

TKGF released FY2025 Semi-Annual earnings on August 28 During-Market BJT, actual revenue CNY 44.16 B, actual EPS CNY 0.46

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

Tonke Group Acquires 100% Stake in Xinjiang Zhongcan Integrated Energy

Tonke Announces Launch of Xinjiang Open-Pit Coal Mine Project

Zhejiang Lixin Industry Shares Increases Holdings of Tonke Co., Ltd by 15.9873 million shares

Tongkun Co., Ltd. 2024 Annual Report Commentary: Profit Improvement

Donghai Securities Releases Report on Ton Kun Share Co., Ltd.'s Performance Analysis

Tonke Share Net Profit in Q1 2025 Reached 611 Million Yuan

TKGF released FY2025 Q1 earnings on April 29 Pre-Market (BJT), actual revenue CNY 19.42 B, actual EPS CNY 0.26

Tonke Co., Ltd. Sees Improved Profits and Ongoing Industrial Projects

Ton Kun Shares Full Year Net Profit Below Expectations at 1.2 Billion Yuan

601857

600688

159731

600346

000301

600028

00386

601233

000703

002493

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

Wallstreetcn

PETROCHINA

ChinaAMC CSI Petrochemical Industry ETF

HLSH

Penghua CSI Subdivision Chemical Industry Theme ETF

EASTERN SHENGHONG

Sinopec Corp.

E Fund CSI Petrochemical Industry ETF

SLCT

Guotai CSI Subdivision Chemical Industry Theme ETF

SINOPEC CORP

Hwabao WP CSI Subdivision Chemical Industry Theme ETF

HYPC

RSPC

600623

002206

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

TKGF announced that its wholly-owned subsidiary, Tongkun Group Zhejiang Hengsheng Chemical Fiber Co., Ltd., plans to invest its own funds or self-raised funds to construct a green differentiated fiber project, with a total investment of 5.6 billion RMB. The project will be constructed in two phases, with the first phase involving the construction of 2 sets of production facilities with a total annual output of 600,000 tons of polyester filament and a texturing workshop, and the second phase involving 2 sets of production facilities with a total annual output of 600,000 tons of polyester filament. The company will steadily advance the project by comprehensively balancing industry supply and demand and market conditions

Zhitong

TKGF: Wholly-owned subsidiary to invest in and construct a 1.2 million tons per year green differentiated fiber project in phases

600370

603225

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

XfmGroup

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

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

TKGF successfully issued the eighth phase of technology innovation bonds in the national interbank market on September 10, 2025, with a total amount of 500 million yuan, a term of 260 days, and an issuance interest rate of 1.84%. The bonds were fully credited on September 11, with 8 compliant subscription accounts totaling 920 million yuan, and 6 effective subscription accounts totaling 570 million yuan

TKGF successfully issued 500 million in the eighth phase of its sci-tech bonds for the year 2025

600309

CICC released a research report indicating that capital expenditure in the chemical industry will decline by 15.1% year-on-year in the first half of 2025, mainly due to industry downturn, intensified competition, and declining profits. In 1H25, the revenue of listed petrochemical companies reached 1.8 trillion yuan, a year-on-year decrease of 0.6%; net profit attributable to shareholders was 87.6 billion yuan, a year-on-year decrease of 1.9%. It is expected that future investment opportunities will focus on leading chemical companies with low valuations and strong profit growth certainty, as well as AI-related material companies

wanhua

CICC: Capital expenditure in the chemical industry continued to decline in H1 2025, with the cyclical turning point approaching

TKGF announced that in the first half of 2025, operating revenue was 44.158 billion yuan, a year-on-year decrease of 8.41%. Net profit was 1.097 billion yuan, a year-on-year increase of 2.93%

TKGF: In the first half of 2025, the net profit was 1.097 billion yuan, a year-on-year increase of 2.93%

603382

301057

The chemical fiber concept experienced a volatile rebound, with Haiyang Technology hitting the limit up, and TKGF, HLSH, Huilong New Materials, XfmGroup, Hengshen New Materials, and HYPC also rising

Haiyang

Huilong New Materials

The chemical fiber concept fluctuates and rebounds, Haiyang Technology hits the daily limit

TKGF(601233.SH)