Shenzhen-Listed Chemical Stocks Shine in Mid-Year Reports, Multiple Leaders See Net Profits Surge Over Tenfold

Earnings
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Summary · why it matters

As of now, 94 chemical companies listed on the Shenzhen Stock Exchange have released their 2026 half-year performance forecasts. Over 60% of these companies are profitable and expect earnings growth, with 46 companies projecting year-on-year growth of more than 50% and 10 companies turning losses into profits. Companies such as Hengyi Petrochemical, Dongfang Shenghong, and Chengzhi Shareholding have seen net profit increases exceeding tenfold. Hengyi Petrochemical expects a first-half net profit attributable to the parent company of 5.5 billion to 6 billion yuan, a year-on-year increase of 2,326.31% to 2,546.88%, mainly driven by full production and sales at its Brunei refinery, strong production and sales of its Guangxi caprolactam project, and a recovery in the domestic PTA and polyester industries. Dongfang Shenghong expects a net profit attributable to the parent company of 4.2 billion to 5 billion yuan, a year-on-year increase of 987.39% to 1,194.51%, benefiting from a recovery in the petrochemical industry and the advantages of its integrated full-industry chain. Chengzhi Shareholding expects a net profit attributable to the parent company of 260 million to 320 million yuan, a year-on-year increase of 1,259.43% to 1,573.15%, with its clean energy business and new chemical materials segment working in synergy. Rongsheng Petrochemical expects a net profit attributable to the parent company of 5 billion to 5.2 billion yuan, a year-on-year increase of 730.45% to 763.67%, leveraging the scale benefits of its mega refining and chemical integration facilities. Yanhu Stock expects a net profit attributable to the parent company of 6 billion to 6.3 billion yuan, a year-on-year increase of 131.38% to 142.95%, with both its potash fertilizer and lithium salt main businesses seeing volume and price increases.

Impact on stocks 5

Others · 5 stocks
Hengyi Petrochemical Co Ltd
000703
▲ PositiveCapitalrelevance

Net profit surged over tenfold due to full production at Brunei refinery and recovery in PTA/polyester industries