云天化(600096)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

600096 云天化

已收盘 09-04 15:00:00

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2026-09-07。","floatMarketCap":56148000000},"requestUrl":"/m/hq/s/600096/","defaultTab":"news","newsList":[{"id":"2664817667","title":"云天化（600096）披露2026年第四次临时股东会决议公告，9月2日股价下跌3.29%","url":"https://stock-news.laohu8.com/highlight/detail?id=2664817667","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664817667?lang=zh_cn&edition=full","pubTime":"2026-09-02 22:11","pubTimestamp":1788358276,"startTime":"0","endTime":"0","summary":"截至2026年9月2日收盘，云天化报收于30.91元，较前一交易日下跌3.29%，最新总市值为563.49亿元。近日，云天化发布2026年第四次临时股东会决议公告。公告显示，公司于2026年9月2日召开2026年第四次临时股东会，会议由董事胡耀坤主持，审议通过了2026年半年度利润分配预案、续聘会计师事务所以及向参股公司提供财务资助三项议案。出席会议的股东及代理人共2,193人，代表有表决权股份总数的42.5431%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026090200042710.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1934453819.USD","600096","BK0188","LU1979443071.USD","BK0044","LU0469268626.HKD","BK0229"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663878047","title":"股市必读：云天化（600096）8月28日董秘有最新回复","url":"https://stock-news.laohu8.com/highlight/detail?id=2663878047","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663878047?lang=zh_cn&edition=full","pubTime":"2026-08-31 04:13","pubTimestamp":1788120790,"startTime":"0","endTime":"0","summary":"截至2026年8月28日收盘，云天化报收于31.58元，上涨2.04%，换手率2.84%，成交量51.72万手，成交额16.18亿元。董秘最新回复投资者： 董秘你好！请您参考公司2025年年度报告第三节“主要产品情况”和2026年半年度报告第三节“主要产品及其用途”相关内容。当日关注点交易信息汇总：8月28日主力资金净流出1488.07万元，游资资金净流出3639.27万元，散户资金净流入5127.34万元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026083100001135.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1979443071.USD","600096","LU1934453819.USD","BK0188","LU0469268626.HKD","BK0229","BK0044"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663010493","title":"每周股票复盘：云天化（600096）拟每10股派现2元","url":"https://stock-news.laohu8.com/highlight/detail?id=2663010493","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2663010493?lang=zh_cn&edition=full","pubTime":"2026-08-30 03:37","pubTimestamp":1788032229,"startTime":"0","endTime":"0","summary":"截至2026年8月28日收盘，云天化报收于31.58元，较上周的29.67元上涨6.44%。本周，云天化8月28日盘中最高价报31.73元。云天化当前最新总市值575.7亿元，在农化制品板块市值排名4/59，在两市A股市值排名351/5211。本周关注点公司公告汇总：云天化拟向全体股东每10股派发现金红利2元（含税）。云南云天化股份有限公司于2026年8月25日召开2026年半年度业绩说明会，公司董事长、总经理、独立董事、董事会秘书及财务总监出席。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026083000001155.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU0469268626.HKD","600096","BK0229","BK0188","BK0044","LU1934453819.USD","LU1979443071.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662366068","title":"云天化：复合肥主要由氮、磷、钾三类元素组成","url":"https://stock-news.laohu8.com/highlight/detail?id=2662366068","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662366068?lang=zh_cn&edition=full","pubTime":"2026-08-28 16:39","pubTimestamp":1787906355,"startTime":"0","endTime":"0","summary":"证券之星消息，云天化08月28日在投资者关系平台上答复投资者关心的问题。复合肥主要由氮、磷、钾三类元素组成，其施用领域与氮肥、磷肥存在一定差异。子公司生产复合肥的部分原料通过对外采购，尿素、磷肥和复合肥价格都受原材料成本和市场供需关系影响。请您参考公司2025年年度报告第三节“主要产品情况”和2026年半年度报告第三节“主要产品及其用途”相关内容。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082800038300.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["600096","LU1934453819.USD","LU1979443071.USD","BK0044","BK0188","LU0469268626.HKD","BK0229"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662746996","title":"股市必读：云天化新发布《云天化2026年第四次临时股东会会议资料》","url":"https://stock-news.laohu8.com/highlight/detail?id=2662746996","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662746996?lang=zh_cn&edition=full","pubTime":"2026-08-27 01:30","pubTimestamp":1787765433,"startTime":"0","endTime":"0","summary":"公司公告汇总云天化2026年第四次临时股东会会议资料云南云天化股份有限公司拟向全体股东每10股派发现金红利2元（含税），以2026年6月30日总股本1,822,990,731股为基数，合计派发364,598,146.20元（含税）。该预案已获董事会审议通过，独立董事表示同意。云天化关于2026年半年度业绩说明会召开情况的公告云南云天化股份有限公司于2026年8月25日召开2026年半年度业绩说明会，公司董事长、总经理、独立董事、董事会秘书及财务总监出席。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082700004488.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0044","LU1934453819.USD","BK0188","LU1979443071.USD","600096","LU0469268626.HKD","BK0229"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662759300","title":"股市必读：云天化新发布《云天化2026年第四次临时股东会会议资料》","url":"https://stock-news.laohu8.com/highlight/detail?id=2662759300","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662759300?lang=zh_cn&edition=full","pubTime":"2026-08-26 00:58","pubTimestamp":1787677092,"startTime":"0","endTime":"0","summary":"截至2026年8月25日收盘，云天化报收于29.78元，下跌0.43%，换手率2.2%，成交量40.13万手，成交额12.1亿元。公司公告汇总云天化2026年第四次临时股东会会议资料云南云天化股份有限公司拟向全体股东每10股派发现金红利2元（含税），以2026年6月30日总股本1,822,990,731股为基数，合计派发364,598,146.20元（含税）。该预案已获董事会审议通过，独立董事表示同意，符合公司章程及相关分红政策。截至2026年8月20日，公司股东人数为16.23万名。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082600002647.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0229","BK0044","LU1979443071.USD","BK0188","LU0469268626.HKD","LU1934453819.USD","600096"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662810347","title":"云天化：截至2026年8月20日，公司股东人数为16.23万名","url":"https://stock-news.laohu8.com/highlight/detail?id=2662810347","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662810347?lang=zh_cn&edition=full","pubTime":"2026-08-25 15:34","pubTimestamp":1787643261,"startTime":"0","endTime":"0","summary":"证券之星消息，云天化(600096)08月25日在投资者关系平台上答复投资者关心的问题。投资者提问：请问董秘截止8月20日的股东人数，谢谢云天化回复：感谢您的关注。截至2026年8月20日，公司股东人数为16.23万名。本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。责任编辑：陈思雨","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082500027013.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["600096","BK0044","LU1934453819.USD","LU1979443071.USD","BK0188","BK0229","LU0469268626.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661724389","title":"西南证券：给予云天化买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2661724389","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661724389?lang=zh_cn&edition=full","pubTime":"2026-08-23 21:00","pubTimestamp":1787490053,"startTime":"0","endTime":"0","summary":"西南证券股份有限公司甄理,钱伟伦近期对云天化进行研究并发布了研究报告《2026年半年报点评：磷化工产品价格回升，2026H1利润保持增长》，给予云天化买入评级。预计2026-2028年EPS分别为2.83元、3.13元、3.38元，对应PE分别为11倍、10倍、9倍，维持“买入”评级。最新盈利预测明细如下：该股最近90天内共有13家机构给出评级，买入评级11家，增持评级2家；过去90天内机构目标均价为41.69。本文数据来源于西南证券股份有限公司，仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082300012736.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["600369","600096"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661214365","title":"每周股票复盘：云天化（600096）Q2净利增2.41%，股东户数降4.04%","url":"https://stock-news.laohu8.com/highlight/detail?id=2661214365","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661214365?lang=zh_cn&edition=full","pubTime":"2026-08-23 03:28","pubTimestamp":1787426889,"startTime":"0","endTime":"0","summary":"截至2026年8月21日收盘，云天化报收于29.67元，较上周的28.89元上涨2.7%。股本股东变化截至2026年7月20日，云天化股东户数为16.78万户，较6月30日减少7072户，减幅4.04%。业绩披露要点云天化2026年中报显示，上半年主营收入228.21亿元，同比下降8.92%；归母净利润29.34亿元，同比上升6.14%；扣非净利润28.74亿元，同比上升6.5%。其中2026年第二季度单季主营收入108.4亿元，同比下降9.85%；单季度归母净利润15.1亿元，同比上升2.41%；单季度扣非净利润14.82亿元，同比上升3.8%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082300000745.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0044","LU1979443071.USD","BK0229","BK0188","LU0469268626.HKD","600096","LU1934453819.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660471684","title":"【机构调研记录】西部利得基金调研云天化","url":"https://stock-news.laohu8.com/highlight/detail?id=2660471684","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660471684?lang=zh_cn&edition=full","pubTime":"2026-08-20 08:17","pubTimestamp":1787185023,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息及8月19日披露的机构调研信息，西部利得基金近期对1家上市公司进行了调研，相关名单如下：1）云天化 调研纪要：今年上半年，公司通过利用战略库存、优化渠道和结构等方式，有效应对了硫磺涨价带来挑战。西部利得基金成立于2010年，截至目前，资产管理规模1472.44亿元，排名54/212；资产管理规模1102.83亿元，排名48/212；管理公募基金数160只，排名53/212；旗下公募基金经理22人，排名68/212。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082000007714.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0044","LU1934453819.USD","BK0188","LU1979443071.USD","600096","LU0469268626.HKD","BK0229"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660756497","title":"云天化（600096）2026年中报简析：净利润同比增长6.14%，盈利能力上升","url":"https://stock-news.laohu8.com/highlight/detail?id=2660756497","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660756497?lang=zh_cn&edition=full","pubTime":"2026-08-19 06:02","pubTimestamp":1787090530,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理，近期云天化发布2026年中报。截至本报告期末，公司营业总收入228.21亿元，同比下降8.92%，归母净利润29.34亿元，同比上升6.14%。按单季度数据看，第二季度营业总收入108.4亿元，同比下降9.85%，第二季度归母净利润15.1亿元，同比上升2.41%。本报告期云天化盈利能力上升，毛利率同比增幅9.03%，净利率同比增幅12.89%。去年的净利率为11.36%，算上全部成本后，公司产品或服务的附加值一般。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026081900003898.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["600096"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660433455","title":"云天化（600096）披露2026年半年度利润分配预案，8月17日股价上涨2.25%","url":"https://stock-news.laohu8.com/highlight/detail?id=2660433455","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660433455?lang=zh_cn&edition=full","pubTime":"2026-08-17 22:03","pubTimestamp":1786975420,"startTime":"0","endTime":"0","summary":"截至2026年8月17日收盘，云天化报收于29.54元，较前一交易日上涨2.25%，最新总市值为538.51亿元。该股当日开盘28.84元，最高29.79元，最低28.8元，成交额达6.59亿元，换手率为1.23%。近日，云天化发布独立董事关于第十届董事会第十七次会议相关事项的独立意见。公告显示，独立董事同意公司2026年半年度利润分配预案，即每10股派发现金红利2元（含税）。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026081700034762.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0044","BK0188","LU1934453819.USD","LU1979443071.USD","BK0229","600096","LU0469268626.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660814604","title":"云天化拟每10股派发现金红利2元","url":"https://stock-news.laohu8.com/highlight/detail?id=2660814604","media":"财中社","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660814604?lang=zh_cn&edition=full","pubTime":"2026-08-17 18:21","pubTimestamp":1786962060,"startTime":"0","endTime":"0","summary":"8月17日，云天化（600096）发布公告，公司拟向全体股东每10股派发现金红利2元（含税），预计总派发金额为3.65亿元。2026年中期，云天化实现收入228.21亿元，归母净利润29.34亿元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/zqgd/2026-08-17/doc-ininrqsh0059838.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0469268626.HKD","BK0044","LU1979443071.USD","LU1934453819.USD","BK0188","600096","BK0229"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660489016","title":"云天化最新公告：2026年半年度净利润同比增长6.14%","url":"https://stock-news.laohu8.com/highlight/detail?id=2660489016","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660489016?lang=zh_cn&edition=full","pubTime":"2026-08-17 18:09","pubTimestamp":1786961356,"startTime":"0","endTime":"0","summary":"云天化(600096.SH)公告称，公司发布2026年半年度报告，实现营业收入228.21亿元，同比下降8.92%；归属于上市公司股东的净利润29.34亿元，同比增长6.14%。公司拟向全体股东每10股派发现金红利2元(含税)，不送红股，不以资本公积金转增股本。注：公司Q2净利润15.1亿，Q1净利润14.25亿，据此计算，Q2净利润环比增长5%。以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。相关 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02:09","pubTimestamp":1786212552,"startTime":"0","endTime":"0","summary":"截至2026年8月7日收盘，云天化报收于30.1元，较上周的29.87元上涨0.77%。本周，云天化8月6日盘中最高价报30.36元。本周关注点公司公告汇总：股东会审议通过全资子公司投资建设10万吨/年高端共聚甲醛树脂项目议案，表决同意率达99.5256%。本次股东会由公司董事会召集，采用现场与网络投票相结合方式召开，会议审议了全资子公司投资建设10万吨/年高端共聚甲醛树脂项目议案，表决结果为同意占有效表决权股份的99.5256%，议案获通过。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026080900000548.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU0469268626.HKD","BK0229","LU1979443071.USD","600096","BK0044","LU1934453819.USD","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656552863","title":"云天化（600096）披露2026年第三次临时股东会决议公告，8月4日股价下跌0.51%","url":"https://stock-news.laohu8.com/highlight/detail?id=2656552863","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2656552863?lang=zh_cn&edition=full","pubTime":"2026-08-04 22:17","pubTimestamp":1785853040,"startTime":"0","endTime":"0","summary":"截至2026年8月4日收盘，云天化报收于29.4元，较前一交易日下跌0.51%，最新总市值为535.96亿元。近日，云天化发布2026年第三次临时股东会决议公告。公告显示，公司于2026年8月4日召开2026年第三次临时股东会，会议由董事会召集，董事长宋立强主持，采用现场与网络投票相结合方式召开。出席会议的股东及代理人共2,639人，代表有表决权股份总数的42.5831%。本次会议无否决议案，不涉及关联股东回避表决。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026080400041403.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0044","LU0469268626.HKD","BK0229","BK0188","LU1934453819.USD","600096","LU1979443071.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656319915","title":"每周股票复盘：云天化（600096）聚磷新材1000万吨采矿项目推进","url":"https://stock-news.laohu8.com/highlight/detail?id=2656319915","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2656319915?lang=zh_cn&edition=full","pubTime":"2026-08-02 03:25","pubTimestamp":1785612312,"startTime":"0","endTime":"0","summary":"截至2026年7月31日收盘，云天化报收于29.87元，较上周的28.8元上涨3.72%。本周，云天化7月30日盘中最高价报30.51元。本周关注点来自机构调研要点：聚磷新材拟建1000万吨/年采矿工程项目，预计2031年建成达产。公司公告汇总云南云天化股份有限公司拟由全资子公司重庆云天化天聚新材料有限公司在重庆市长寿区经济技术开发区投资185,720万元建设10万吨/年高端共聚甲醛树脂项目。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026080200001112.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1934453819.USD","BK0188","BK0044","600096","LU1979443071.USD","BK0229","LU0469268626.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655387392","title":"【机构调研记录】华安基金调研云天化、福田汽车等3只个股（附名单）","url":"https://stock-news.laohu8.com/highlight/detail?id=2655387392","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655387392?lang=zh_cn&edition=full","pubTime":"2026-07-31 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调研纪要：今年5月，公司公告了参股公司聚磷新材拟投资建设1,000万吨/年采矿工程项目建设，目前项目已完成内部立项，正快速推进工程建设招投标等各项工作，该项目建设工期为5年，预计2029年末至2031年进入产能爬坡阶段，2031年建成达产；其他配套项目也将同步推进。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026073100006482.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0012","BK0017","BK0264","LU0469268626.HKD","600166","LU1934453819.USD","BK0044","BK0028","BK0229","LU1979443071.USD","600096","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655387316","title":"【机构调研记录】中庚基金调研晶丰明源、云天化","url":"https://stock-news.laohu8.com/highlight/detail?id=2655387316","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655387316?lang=zh_cn&edition=full","pubTime":"2026-07-31 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调研纪要：今年3月公司完成了对易冲的并购，整合其在无线充电、电源管理等领域的技术与产品，一季度原营收5.02亿元，合并易冲3月营收1.07亿元，综合营收达6.09亿元，同比增长86.35%。剔除并购影响后归母净利润为4,427.63万元，综合净利润为3,675.93万元。2025年因采购与职工薪酬支出上升导致经营性现金流净额下降。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026073100006476.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["600096","BK0044","LU0469268626.HKD","BK0229","LU1934453819.USD","BK0188","688368","LU1979443071.USD","BK0231"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655938734","title":"【私募调研记录】高毅资产调研云天化、微芯生物","url":"https://stock-news.laohu8.com/highlight/detail?id=2655938734","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655938734?lang=zh_cn&edition=full","pubTime":"2026-07-31 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