Chemicals & Materials · 3.1

Basic Chemicals

Quantified news impact based on deduplicated, quality-reviewed events in a single 7-day window.

Average net impact+10weighted per event

Average gross impact10absolute weighted average

Events6same period

Confidence78%model average

Raw intensity38before weighting

Previous period+30net impact

Gross change-68%

Diffusion speed0.9 / day

Concentration25%

Direction disagreement200%

Source independence100%4 sources

IMPACT TREND

7-day effective impact

Positive 6 · Negative 0 · Mixed 0

+300-30

27 Jul, 140 events

28 Jul, 041 event

28 Jul, 182 events

29 Jul, 080 events

29 Jul, 220 events

30 Jul, 120 events

31 Jul, 020 events

+10

31 Jul, 162 events

1 Aug, 060 events

1 Aug, 200 events

2 Aug, 101 event

3 Aug, 000 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate19%11 cumulative effective impact

Short term30%17 cumulative effective impact

Medium term51%29 cumulative effective impact

Long term0%0 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 1 of 1 · 6 events

Macro2

Macro31 Jul, 22:52positive

Shanghai SASAC Promotes Bulk Commodity Trade Development, Guomao Holdings Signs Agreements with SAIC and

Shanghai SASAC held a meeting on July 31 to accelerate high-quality development of bulk commodity trade and build an international trading and investment platform. The meeting emphasized strategic positioning, ecological cooperation, and regulatory services. Guomao Holdings, a municipal state-owned enterprise with 13 billion yuan registered capital established in November 2025, signed framework agreements with SAIC Motor, Shanghai Electric, Shenergy Group, and Shanghai International Port Group to deepen collaboration and build a bulk commodity industrial ecosystem.

Effective: +21
Intensity: 60
Confidence: 76%
Horizon: Medium term

Macro2 Aug, 12:19positive

Wanhua Chemical Receives China's First E-Certificate for Bonded Warehouse Registration in Yantai

Wanhua Chemical Group has obtained China's first electronic certificate for bonded warehouse registration, issued through the "Internet + Customs" integrated online platform in Yantai, Shandong province. The certificate, secured within minutes, carries the same legal effect as a paper version and meets requirements for full traceability, tamper resistance, and paperless management, enabling businesses to complete procedures without in-person visits and with instant processing.

Effective: +13
Intensity: 40
Confidence: 75%
Horizon: Short term

Industries1

Industries28 Jul, 09:50positive

3,750 Tonnes of Green Ammonia from Jilin Da'an Exported to South Korea, a Global Single-Batch Record

A shipment of 3,750 tonnes of green ammonia produced in Da'an, Jilin province, has been transported overland to Lianyungang in Jiangsu and then shipped to South Korea, setting a record for the largest single-batch export of green ammonia in China and globally. The ammonia comes from the world's largest single-unit green ammonia facility with an annual capacity of 180,000 tonnes. Powered by wind and solar resources in western Jilin, its carbon emissions are more than 90% lower than those from traditional coal-based ammonia production.

Effective: +8
Intensity: 50
Confidence: 75%
Horizon: Medium term

Companies3

Companies31 Jul, 16:22positive

Wanhua Chemical Fujian MDI Unit Completes Maintenance and Resumes Production

Wanhua Chemical's Fujian Industrial Park has resumed normal production at its 800,000 tonnes per year MDI unit and related supporting facilities after a maintenance shutdown that began on June 23, 2026, and concluded on July 31, 2026. The company confirmed the shutdown has ended and operations are back to normal.

Effective: +10
Intensity: 40
Confidence: 90%
Horizon: Immediate

Companies28 Jul, 19:09positive

Sanyou Chemical unit to acquire 31% stake in Sanyou New Materials for RMB 52.83 million

Sanyou Chemical's controlled subsidiary Tangshan Sanyou Salt Chemical will acquire a 31% equity stake in Tangshan Sanyou New Materials for RMB 52.83 million, increasing its holding from 20% to 51% and making the target a controlled subsidiary. The seller is Hebei Changlu Daqinghe Salt Chemical Group, a wholly-owned unit of Sanyou Chemical's controlling shareholder. The deal aims to extend the industrial chain, reduce related-party transactions, and integrate the bromine-based business.

Effective: +3
Intensity: 30
Confidence: 80%
Horizon: Short term

Companies29 Jul, 07:43positive

14 A-Shares in Equity Registration: 13 Pay Dividends, 1 Bonus Issue; Three Firms Propose Payouts

Fourteen A-shares underwent equity registration on July 29, with 13 distributing dividends and one issuing bonus shares. Dizhu Fashion, COSCO Shipping Specialized, and Huaxia Bank led dividend payouts at RMB 4.00, RMB 3.25, and RMB 3.20 per 10 shares, respectively. Chengzhi Shareholding offered a 4-for-10 bonus issue. Separately, Xinzhoubang, Qianyuan Power, and Huadian Power International proposed dividends of RMB 3.0, RMB 1.0, and RMB 0.9 per 10 shares.

Effective: +1
Intensity: 10
Confidence: 75%
Horizon: Short term