——第七届安徽省人民政府质量奖陈述答辩现场侧记 □ 张 勇 本报记者 李 辉 "作为链主企业，如何帮助链上企业共同提高质量水平""在产业发展、科技赋能、生态保护、治理创新 方面，能够提供什么样可复制、可推广的经验和模式""如何开展QC小组活动，取得了哪些成效""作为 首席质量官，你在公司有没有一票否决权"…… 7月11日上午8时30分，第七届安徽省人民政府质量奖陈述答辩鸣锣开场。 出手就要出彩，开局力求必胜。 质量写就"皖美答卷" 转自：中国质量报 联宝（合肥）电子科技有限公司2024年营收1048亿元，连续5年实现营收、产值双双突破千亿元。先后 获评中国出口质量安全示范企业、国家智能制造示范试点企业、国家级工业设计中心、国家级绿色工厂 等，并于2023年入选世界"灯塔工厂"。该公司首席质量官尹雷在回答评委提问时说，企业积极发挥"链 主"作用，通过供应商大会、质量技术交流、绩效改进提升等方式与供方分享行业信息，探讨行业发 展，指导供方在保证产品性能质量的情况下，降低生产成本，提高产品竞争力，已吸引70余家供应商落 地安徽，初步构建起4小时产业圈。 "成功研制出时速350公里、400公里'复兴号'高铁车轮，20 ...

Investment Rating - The report maintains an "Accumulate" rating for the company [6][4]. Core Views - The company is expected to achieve a net profit attributable to shareholders of 235-265 million RMB in the first half of 2025, representing a year-on-year increase of 81%-104% [1]. - The second quarter is projected to yield a net profit of 117-147 million RMB, reflecting a year-on-year growth of 42%-79% [1]. - The company benefits from a favorable competitive landscape in PVA and successful ramp-up of new materials such as PVA optical films [1]. Summary by Sections Financial Performance - The company anticipates a significant increase in net profit for H1 2025, with a forecast of 2.35-2.65 billion RMB, and a non-recurring net profit of 2.23-2.53 billion RMB, marking growth of 89%-115% year-on-year [1]. - For Q2 2025, the expected net profit is 1.17-1.47 billion RMB, with a non-recurring net profit of 1.06-1.36 billion RMB, indicating a year-on-year increase of 46%-87% [1]. Cost and Pricing Analysis - The average price of PVA in Q2 was reported at 11,038 RMB/ton, with a price difference from acetylene at 5,524 RMB/ton, showing a year-on-year decrease of 8% and 428 RMB/ton respectively [2]. - The cost side has improved significantly, with Q2 prices for coal, acetic acid, and acetylene showing declines of 25%, 20%, and 7% year-on-year [2]. Market Outlook - The report suggests that the trend of cost improvement for PVA may continue, supported by a favorable supply-demand balance and the absence of new domestic production capacity [3]. - The company is expected to increase its global market share in PVA, with exports rising by 13% year-on-year in the first five months of 2025 [3]. Profit Forecast and Valuation - The forecast for net profit attributable to shareholders for 2025-2027 is set at 530 million, 670 million, and 770 million RMB respectively, with corresponding EPS of 0.25, 0.32, and 0.37 RMB [4]. - The target price is maintained at 5.50 RMB, based on a 22x PE ratio for 2025 [4].

Group 1 - The company forecasts a net profit of between 235 million yuan and 265 million yuan, representing an increase of 105.41 million yuan to 135.41 million yuan compared to the same period last year, with a year-on-year growth of 89.37% to 114.85% [1] - The previous year's net profit attributable to shareholders was 129.59 million yuan, with a basic earnings per share of 0.06 yuan [1] - The main reasons for the profit increase include a rise in sales and prices of key products such as Polyvinyl Alcohol (PVA), vinyl acetate, and methyl acetate [1] Group 2 - The company has seen a significant increase in export volumes, with PVA exports growing by over 40%, methyl acetate by over 30%, and VAE emulsion by over 210% [2] - The company is enhancing its R&D investment to overcome technical barriers in high-end products, transitioning from a "cost leadership" to a "technology leadership" strategy, which has improved operational performance [2] - The gross profit margins for products like PVA and polyester chips have increased, enhancing overall profitability [2]

证券代码：600063 股票简称：皖维高新 编号：临 2025-038 安徽皖维高新材料股份有限公司 2025 年半年度业绩预增公告 本公司董事会及全体董事保证本公告内容不存在任何虚假 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责任 重要内容提示： 3、预计 2025 年半年度归属于上市公司股东的扣除非经常性损益的净利润为 22,300 万元到 25,300 万元，与上年同期相比增加 10,524.37 万元到 13,524.37 万 元，同比增长 89.37%到 114.85%。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 01 月 01 日至 2025 年 6 月 30 日。 （二）业绩预告情况 1、本期业绩预告适用于实现盈利，且净利润与上年同期相比上升 50%以上 的情形。 2、预计 2025 年半年度公司实现归属于上市公司股东的净利润为 23,500 万 元到 26,500 万元，与上年同期相比增加 10,540.59 万元到 13,540.59 万元，同 比增长 81.34% 到 104.48%。 3、创新驱动发展，科技成就皖维。近年来，公司聚焦 P ...

Core Viewpoint - The company expects significant growth in net profit for the first half of 2025, indicating strong financial performance compared to the previous year [1] Financial Performance - The company anticipates a net profit attributable to shareholders ranging from 235 million to 265 million yuan for the first half of 2025, representing an increase of 105 million to 135 million yuan year-on-year, which translates to a growth rate of 81.34% to 104.48% [1] - The expected net profit attributable to shareholders after deducting non-recurring gains and losses is projected to be between 223 million and 253 million yuan, also reflecting an increase of 105 million to 135 million yuan compared to the same period last year, with a growth rate of 89.37% to 114.85% [1]

证券代码： 600063 证券简称：皖维高新 编号：临 2025-037 安徽皖维高新材料股份有限公司 关于控股股东部分股份解除质押的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记 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责任 重要内容提示： ● 控股股东安徽皖维集团有限责任公司（以下简称"皖维集团"）持有公司 股份数量为 706,039,219 股，占公司总股本的 33.55%。 2025 年 5 月 30 日，公司接到控股股东皖维集团关于其将所持有部分本公司 股份质押解除的通知，具体事项如下: 一、上市公司股份解除质押 公司于 2025 年 5 月 30 日收到控股股东皖维集团的通知，获悉其于 2025 年 5 月 29 日，将其质押给中国工商银行股份有限公司巢湖支行的"皖维高新"股 票解除质押 190,000,000 股（无限售流通股）。具体情况如下： | 股东名称 | 皖维集团 | | --- | --- | | 本次解除质押股份 | 190,000,000 | | 占其所持股份比例 | 26.91% | | 占公司总股本比例 | 9.03% | | ...

本次解聘公司副总经理事项不会对公司经营管理造成影响，该 事项已经公司董事会提名委员会审议通过并发表了同意的意见。 特此公告 证券代码：600063 股票简称：皖维高新 编号：临 2025-036 安徽皖维高新材料股份有限公司 关于解聘高级管理人员的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记 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责任 安徽皖维高新材料股份有限公司（以下简称"公司"）于 2025 年 5 月 22 日召开九届十三次董事会会议，审议通过了《关于解聘吴 霖先生公司副总经理职务的议案》，现将相关情况公告如下： 鉴于公司副总经理吴霖先生已到法定退休年龄，董事会决定解 聘其公司副总经理职务，解聘后不再担任公司任何职务。 公司对吴霖先生在任副总经理职务期间为公司发展所做的辛勤 工作和贡献表示衷心感谢。 2025 年 5 月 23 日 报备文件： 1、皖维高新九届十三次董事会决议 ； 2、皖维高新董事会提名委员会 2025 年第一次会议决议。 安徽皖维高新材料股份有限公司 董 事 会 ...

Summary of Key Points Core Viewpoint - Wanhua Chemical (皖维高新) reported a slight decline in stock price, with a current market capitalization of 9.239 billion yuan, ranking 5th in the chemical fiber sector and 1696th in the A-share market [1]. Company Announcements - Wanhua Chemical announced a cash dividend of 0.06 yuan per share for the 2024 annual profit distribution, with a total payout of approximately 126.28 million yuan based on a total share count of 2,104,618,229 shares [1]. - The record date for the dividend is set for May 20, 2025, with the ex-dividend date and payment date on May 21, 2025 [1]. - Different tax treatments apply for various types of shareholders, with QFII and Hong Kong investors receiving a net dividend of 0.054 yuan per share after tax deductions [1].

Core Viewpoint - Anhui Wanwei High-tech Materials Co., Ltd. announced the implementation of its 2024 annual profit distribution plan, which includes a cash dividend of 0.06 RMB per share, approved by the shareholders' meeting on April 11, 2025 [2][4]. Distribution Details - The cash dividend of 0.06 RMB per share will be distributed to all shareholders registered with China Securities Depository and Clearing Corporation Limited, Shanghai Branch, as of the close of trading on the registration date [3][4]. - The total cash dividend payout amounts to 126,277,093.74 RMB, based on the company's total share capital of 2,104,618,229 shares [4]. Implementation Method - The dividends for unrestricted circulating shares will be distributed through the clearing system of China Securities Depository and Clearing Corporation Limited, Shanghai Branch, to shareholders who have completed designated transactions [5]. - Shareholders who have not completed designated transactions will have their dividends held by the clearing company until the transactions are completed [5]. Taxation Information - For individual shareholders and securities investment funds, the company will not withhold personal income tax, resulting in an actual cash dividend of 0.06 RMB per share [9]. - The tax burden varies based on the holding period of the shares, with different rates applied for different durations [9]. - For Qualified Foreign Institutional Investors (QFII), a 10% corporate income tax will be withheld, resulting in an actual cash dividend of 0.054 RMB per share [10].

Core Viewpoint - The company announced a cash dividend distribution plan for the fiscal year 2024, with a cash dividend of 0.06 RMB per share [1][2]. Summary by Relevant Sections Dividend Distribution Details - The cash dividend distribution is based on a total share capital of 2,104,618,229 shares, resulting in a total cash dividend payout of 126,277,093.74 RMB [1]. - The dividend distribution was approved at the annual shareholders' meeting held on April 11, 2025 [1]. Important Dates - The key dates for the dividend distribution are as follows: - Record date: May 20, 2025 - Last trading date: May 21, 2025 - Ex-dividend date: May 21, 2025 [2]. Implementation Method - The cash dividends will be distributed through China Securities Depository and Clearing Corporation Limited, Shanghai Branch, to shareholders registered by the record date [2]. - Shareholders who have not completed designated trading will have their dividends held by the clearing company until the trading is completed [2]. Taxation Information - The actual cash dividend per share after tax for individual shareholders is 0.054 RMB, considering a 10% withholding tax for those eligible [3]. - Different tax rates apply based on the holding period of the shares, with a maximum tax rate of 20% for shares held for one month or less [3]. Contact Information - For inquiries regarding the dividend distribution, shareholders can contact the company's securities department at 0551-82189294 [4].