Core Insights - The report highlights the significant role of CFOs in listed companies, with the total salary for CFOs in A-share companies reaching 4.27 billion yuan in 2024, averaging 814,800 yuan per year [1] - The chemical products industry shows a total CFO salary of 115 million yuan, with an average salary of 778,800 yuan, reflecting a year-on-year increase of 13.68% [1] Salary Overview - 25 companies have CFOs earning over 1 million yuan, accounting for 16.89% of the total in the chemical products industry [2] - The highest-paid CFO is from Jianghan New Materials, earning 5.62 million yuan, approximately 7.2 times the industry average [2] - The lowest-paid CFO is from Tongde Chemical, with a salary of 173,000 yuan, only 22.21% of the industry average [2] Performance Metrics - Jianghan New Materials reported a revenue of 2.22 billion yuan in 2024, down 2.7%, with a net profit of 602 million yuan, a decrease of 8% [2] - Tongde Chemical's revenue fell to 545 million yuan, down 43.5%, with a net loss of 72 million yuan, a decline of 116.4% [2] - ST Ningke's CFO saw the highest salary increase of 270%, with a salary of 451,000 yuan, while the company reported a revenue of 345 million yuan, up 20.9%, but a net loss of 539 million yuan, down 16% [2] - Yinuowei's CFO experienced the largest salary decrease of 67.3%, with a salary of 942,200 yuan, while the company achieved a revenue of 6.86 billion yuan, up 8.9%, and a net profit of 177 million yuan, up 38.7% [2] Regulatory Compliance - In 2024, 13 CFOs in the chemical products industry faced penalties related to administrative regulatory measures [3][4][5][6][7][8][9][10][11][12][13] - Specific penalties included warnings and fines, with notable cases such as the CFOs of Poly United and Jinlitai receiving fines of 800,000 yuan and 500,000 yuan respectively [3][4]

一、基本情况 公司近日收到《北京市科学技术委员会、中关村科技园区管理委员会等 5 部门 关于公布北京市新技术新产品新服务（总第二十批）名单的通知》，根据《北京市 新技术新产品新服务认定支持办法》（京科促发〔2024〕175 号）规定，经专家评 审、结果复核、公示等环节，北京市新技术新产品新服务（总第二十批）名单已公 布，北京凯德石英股份有限公司（以下简称"公司"）多通道石英方管项目入选名 单。具体内容如下： | 项目名称 | 产品型号/技术版本 | 项目类型 | 技术领域 | | --- | --- | --- | --- | | 多通道石英方管 | 8 英寸 | 新产品 | 新材料 | 证券代码：835179 证券简称：凯德石英 公告编号：2025-077 北京凯德石英股份有限公司 关于公司新产品入选北京市新技术新产品新服务名单的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带 法律责任。 二、对公司的影响 公司多通道石英方管项目此次成功入选北京市新技术新产品新服务名单是对公 司技术创新能力的认可。公司将进一 ...

证券代码：835179 证券简称：凯德石英 公告编号：2025-076 北京凯德石英股份有限公司 员工持股平台减持股份结果公告 本公司及董事会全体成员及相关股东保证公告内容不存在虚假记载、误 导性陈述或重大遗漏，并对其内容的真实、准确和完整承担个别及连带责 任。 一、 减持主体减持前基本情况 | 股东名称 | 股东身份 | 持股数量 | 持股比例 | 当前持股股份来源 | | --- | --- | --- | --- | --- | | | | （股） | （%） | | | 北京德益诚投 | | | | 上市前取得（含权 | | 资发展中心 | 员工持股平台 | 6,840,000 | 9.12% | 益分派转增股） | | （有限合伙） | | | | | | 北京英凯石英 | | | | | | | | | | 上市前取得（含权 | | 投资发展中心 | 员工持股平台 | 1,900,000 | 2.53% | | | | | | | 益分派转增股） | | （有限合伙） | | | | | 二、 减持计划的实施结果 （一） 股东因以下原因披露减持计划实施结果： √减持计划实施完毕 □减持时间区间届满 ...

Investment Rating - The industry investment rating is positive, indicating a favorable outlook for the sector, with a focus on companies with stable performance and reasonable valuations [35]. Core Insights - The report highlights that the North Exchange 50 Index experienced a slight decline of 1.71% this week, closing at 1415.04 points, while the average market capitalization of A-share constituent stocks is 3.083 billion [5][11]. - The report emphasizes the importance of focusing on quality stocks with stable growth and reasonable valuations in the North Exchange, particularly in the context of the 2025 investment landscape [5]. Summary by Sections Overall Market Overview - As of July 4, 2025, the North Exchange A-share market consists of 268 stocks, with an average market capitalization of 3.083 billion. The North Exchange 50 Index saw a decline of 1.71% this week, while the Shanghai and Shenzhen 300 Index increased by 1.54% [5][11]. - The average daily trading volume for the North Exchange 50 was 27.983 billion, down 17.81% from the previous week, with a turnover rate of 3.18% [5][24]. Stock and Industry Performance - In the past week, 50 stocks increased in value, while 217 stocks decreased, resulting in an increase ratio of 18.66%, which is a decrease of 74.63 percentage points week-on-week [17]. - The top five performing industries were Beauty Care (8.60%), Light Industry Manufacturing (1.9%), Pharmaceutical Biology (1.57%), Transportation (0.60%), and Environmental Protection (0.47%). Conversely, the bottom five industries included Electronics (-4.86%), Automotive (-4.58%), Communications (-3.92%), Media (-3.88%), and Public Utilities (-3.22%) [19][22]. New Stock Updates - No new stocks were listed on the North Exchange this week, but one company, Jinhua New Materials, passed the review for listing, while another, Beikang Testing, is scheduled for review next week [28][29]. Key Companies and Earnings Forecast - The report identifies key companies to watch, including: - Tongli Co., Ltd. (stock code: 834599.BJ) with a buy rating and an expected EPS of 1.99 for 2025 [6]. - Wuxin Tunnel Equipment (stock code: 835174.BJ) also rated as buy with an expected EPS of 1.64 for 2025 [6]. - Kaide Quartz (stock code: 835179.BJ) rated as hold with an expected EPS of 1.03 for 2025 [6]. - Hualing Co., Ltd. (stock code: 430139.BJ) rated as hold with an expected EPS of 0.34 for 2025 [6]. - Hengtou Open Source (stock code: 834415.BJ) rated as hold with an expected EPS of 0.22 for 2025 [6]. - Tianli Composite (stock code: 873576.BJ) rated as buy with an expected EPS of 1.03 for 2025 [6].

天风证券股份有限公司 关于北京凯德石英股份有限公司 为控股子公司提供担保的核查意见 天风证券股份有限公司（以下简称："天风证券"、"保荐机构"）作为北京凯 德石英股份有限公司（以下简称"凯德石英"或"公司"）向不特定合格投资者 公开发行股票并在北京证券交易所上市的保荐机构，根据《证券发行上市保荐业 务管理办法》《北京证券交易所证券发行上市保荐业务管理细则》《北京证券交易 所股票上市规则》等有关法律、法规和规范性文件的规定，就凯德石英为控股子 公司提供担保的事项进行了核查，具体情况如下： 一、本次担保的基本情况 北京凯德石英股份有限公司（以下简称"凯德石英"）的控股子公司朝阳凯 美石英有限公司（以下简称"凯美石英"）拟向中国光大银行股份有限公司沈阳 铁西支行（以下简称"光大银行"）申请综合授信额度及流动资金贷款 1,000 万 元，贷款期限 1 年，同时凯德石英为上述授信及贷款提供最高额连带责任保证担 保，担保金额 1,000 万元，担保范围、担保方式、担保期限等有关担保的具体事 项以公司与相关银行最终签订的担保合同的约定条款为准。 二、本次担保履行的审批程序 2024 年 12 月 4 日公司召开第四届董事会 ...

证券代码：835179 证券简称：凯德石英 公告编号：2025-074 北京凯德石英股份有限公司 关于为控股子公司提供担保的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个 别及连带法律责任。 一、担保情况概述 （一）担保基本情况 北京凯德石英股份有限公司（以下简称"凯德石英"或"公司"）的控股子 公司朝阳凯美石英有限公司（以下简称"凯美石英"）拟向中国光大银行股份 有限公司沈阳铁西支行（以下简称"光大银行"）申请综合授信额度及流动资 金贷款 1,000 万元，贷款期限 1 年，同时凯德石英为上述授信及贷款提供最高 额连带责任保证担保，担保金额 1,000 万元，担保范围、担保方式、担保期限 等有关担保的具体事项以公司与相关银行最终签订的担保合同的约定条款为 准。 上述担保金额占公司最近一期经审计净资产比例为 1.37%。 （二）是否构成关联交易 本次交易不构成关联交易。 （三）决策与审议程序 2024 年 12 月 4 日，公司召开第四届董事会第二次会议；2024 年 12 月 23 日，公司召开 2024 年第二次 ...

北京凯德石英股份有限公司 证券代码：835179 证券简称：凯德石英 公告编号：2025-073 会议应出席董事 7 人，出席和授权出席董事 7 人。 董事张凯轩因工作原因以通讯方式参与表决。 二、议案审议情况 （一）审议通过《关于为控股子公司提供担保的议案》 1.议案内容： 因发展及经营需要，公司控股子公司朝阳凯美石英有限公司拟向中国光大 银行股份有限公司沈阳铁西支行申请综合授信额度及流动资金贷款 1,000 万 元，贷款期限 1 年，同时公司为上述授信及贷款提供最高额连带责任保证担保， 第四届董事会第九次会议决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个 别及连带法律责任。 一、会议召开和出席情况 （一）会议召开情况 1.会议召开时间：2025 年 7 月 3 日 2.会议召开地点：公司会议室 3.会议召开方式：现场结合通讯 4.发出董事会会议通知的时间和方式：2025 年 6 月 30 日以书面方式发出 5.会议主持人：董事长 张忠恕 6.会议列席人员：董事会秘书 南舒宇 7.召开情况合法、合规、合章程性说 ...

证券代码：835179 证券简称：凯德石英 公告编号：2025-072 北京凯德石英股份有限公司 2024 年年度权益分派实施公告 一、权益分派方案 1、本公司 2024 年年度权益分派方案为： 以公司现有总股本 74,970,000 股为基数，向全体股东每 10 股派 1.200000 元人民币现金。 2、扣税说明 （1）个人股东、投资基金适用股息红利差别化个人所得税政策, 个人股东、 投资基金持股 1 个月（含 1 个月）以内，每 10 股补缴税款 0.240000 元；持股 1 个月以上至 1 年（含 1 年）的，每 10 股补缴税款 0.120000 元；持股超过 1 年 的，不需补缴税款。 （2）对合格境外投资者股东（QFII/RQFII），根据国税函[2009]47 号，公司 按 10%的税率代扣代缴所得税后，实际每 10 股派发 1.080000 元。 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个 别及连带法律责任。 北京凯德石英股份有限公司 2024 年年度权益分派方案已获 2025 年 5 月 15 日 ...

证券代码：835179 证券简称：凯德石英 公告编号：2025-071 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误 导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带法律 责任。 一、 定向回购股份注销情况 北京凯德石英股份有限公司（以下简称"公司"）于 2025 年 5 月 20 日召开了第四 届董事会第八次会议、第四届监事会第七次会议，于 2025 年 6 月 6 日召开 2025 年第二 次临时股东会，审议通过了《关于回购注销部分限制性股票方案的议案》，同意对 2023 年股权激励计划首次授予中不再具备激励对象资格的 1 人已获授但尚未解除限售的 30,000 股限制性股票进行回购注销。 公司通过股份回购专用证券账户，共回购 30,000 股，占回购前公司总股本的比例 为 0.04%。公司已于 2025 年 6 月 23 日在中国证券登记结算有限责任公司北京分公司办 理完毕上述 30,000 股回购股份的注销手续。本次回购股份注销完成前，公司股份总额 为 75,000,000 股，本次回购股份注销完成后，公司股份总额为 74,970,000 股，公司剩 余 ...

Group 1: REITs Market Overview - The REITs index continues to rise, with property types showing strength this week, indicating a recovery in market activity [2][3] - As of June 13, 2025, the total market value of REITs reached 204.08 billion yuan, an increase of 2.01 billion yuan from the previous week [3][4] - The average weekly increase for property-type REITs was 0.95%, outperforming other categories [4] Group 2: H Acid Market Dynamics - The average market price of H acid as of June 13, 2025, was 41,750 yuan per ton, up 5,750 yuan per ton since early January 2025 [6][7] - Supply-demand tightness is expected to push H acid prices higher, with effective domestic production capacity currently below 60,000 tons, leading to a supply gap of over 10% [8][9] - Companies with integrated production capacity for H acid and reactive dyes, such as Zhejiang Longsheng and Jinchicken Co., are expected to benefit from rising prices [9][10] Group 3: North Exchange Market Insights - As of June 13, 2025, the North Exchange A-share component stocks totaled 267, with an average market capitalization of 3.046 billion yuan [11] - The North Exchange 50 index experienced a decline of 3.11%, while the average daily trading volume increased by 31.28% compared to the previous week [11][12] - The newly listed company, Jiao Da Tie Fa, focuses on intelligent products and services for rail transit, with projected revenue of 335 million yuan for 2024 [12] Group 4: AI Chip Design System Launch - The world's first AI-based chip design system, "Enlightenment," was launched, achieving full automation in chip design processes [14][16] - The system can design a 32-bit RISC-V CPU in just five hours, matching the performance of Intel 486, and has completed its first silicon [16] - This innovation is expected to significantly enhance the efficiency of chip design and development in the semiconductor industry [16] Group 5: New Materials Industry Outlook - The new materials sector is anticipated to enter a growth phase driven by increasing downstream demand and supportive policies [14][25] - Key areas of focus include semiconductor materials, renewable energy technologies, and biodegradable plastics, which are expected to see significant investment and development [19][23] - The industry maintains a "recommended" rating due to its potential for growth and innovation [25]