Core Viewpoint - Jiangsu Chengxing Phosphate Chemical Co., Ltd. has announced the public disclosure and verification opinions regarding the list of incentive objects for its 2025 restricted stock incentive plan, ensuring compliance with relevant regulations and confirming the legitimacy of the proposed recipients [1][2][3]. Group 1: Public Disclosure of Incentive Objects - The company held a board meeting on July 29, 2025, to approve the 2025 restricted stock incentive plan and publicly disclosed the draft and summary of the plan on the Shanghai Stock Exchange website [1]. - From July 30 to August 8, 2025, the company conducted a 10-day internal public disclosure of the names and positions of the proposed incentive objects, allowing employees to provide feedback [2]. - No objections were raised by any organization or individual during the public disclosure period [2]. Group 2: Verification by the Compensation and Assessment Committee - The Compensation and Assessment Committee verified the list of proposed incentive objects, including their identification, employment contracts, positions, and appointment documents [2][3]. - The committee confirmed that the proposed incentive objects meet the qualifications stipulated in the management regulations and company articles [3]. Group 3: Committee's Verification Opinions - The committee stated that the basic information of the proposed incentive objects is accurate and does not contain any falsehoods or significant omissions [3]. - All proposed incentive objects are current directors, senior management, core management, key employees, and high-potential talents at the time of the announcement [3]. - The proposed incentive objects do not include independent directors, supervisors, or shareholders holding more than 5% of the company's shares [3].

Core Viewpoint - Jiangsu Chengxing Phosphate Chemical Co., Ltd. has announced the public disclosure and verification opinions regarding the list of incentive objects for its 2025 restricted stock incentive plan, ensuring compliance with relevant regulations and confirming the legitimacy of the proposed recipients [1][2][3] Group 1: Public Disclosure of Incentive Objects - The company publicly announced the draft of the 2025 restricted stock incentive plan and the list of proposed incentive objects on the Shanghai Stock Exchange website [1] - The internal public disclosure of the proposed incentive objects took place from July 30, 2025, to August 8, 2025, lasting a total of 10 days, during which no objections were raised by employees [2] Group 2: Verification by the Supervisory Board - The supervisory board verified the list of proposed incentive objects, including their identity documents, employment contracts, and positions held within the company [2] - The supervisory board concluded that the proposed incentive objects meet the qualifications set forth in the relevant regulations and that the information provided is accurate and not misleading [3] Group 3: Eligibility of Incentive Objects - The proposed incentive objects include current directors, senior management, core management, key personnel, and outstanding high-potential employees [3] - The incentive plan excludes independent directors, supervisors, and shareholders or actual controllers holding more than 5% of the company's shares [3]

2025年8月8日，公司收到江阴市土地储备中心支付的搬迁补偿款金额人民币 231,417,959.00元。截至目前，公司总计收到搬迁补偿款金额人民币374,417,959.00元。 二、对上市公司的影响 证券代码：600078 证券简称：澄星股份 公告编号：临 2025-048 江苏澄星磷化工股份有限公司 关于退城搬迁事项的进展公告 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法律责任。 江苏澄星磷化工股份有限公司（以下简称"公司"）及全资子公司江阴澄星日 化有限公司与江阴市土地储备中心、江阴市人民政府澄江街道办事处分别于2020 年6月9日、2022年3月14日、2025年4月30日签署了《江阴市澄江街道梅园大街 618 号、斜泾路23号-25号、斜泾路27号企业退城搬迁补偿总协议书》、《江阴市澄 江街道梅园大街618号、斜泾路23号-25号、斜泾路27号企业退城搬迁补偿协议书》、 《江阴市澄江街道梅园大街618号、斜泾路23号-25号、斜泾路27号企业退城搬迁 补偿补充协议书》。 一、最新进展 公司将按照《企业会计准则》和相关政策 ...

证券代码：600078 证券简称：澄星股份 公告编号：临2025-047 公司于2025年7月30日至2025年8月8日对本次激励计划拟首次授予激励对象 的姓名和职务进行了内部公示，公示期共计 10 日。在公示期限内，公司员工可 通过来电、来访的方式向监事会进行反馈，公司监事会对相关反馈进行记录。 在公示期间内，未有任何组织或个人对本次激励计划拟首次授予激励对象 提出异议。 关于公司 2025 年限制性股票激励计划首次授予激励对象 名单的公示情况说明及核查意见 本公司监事会及全体监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法律责任。 根据《上市公司股权激励管理办法》（以下简称"《管理办法》"）的有关 规定，江苏澄星磷化工股份有限公司（以下简称"公司"）于2025年7月29日召开 第十一届董事会第二十一次会议、第十一届监事会第十七次会议，审议通过了 《关于<公司2025年限制性股票激励计划（草案）及其摘要>的议案》等相关议 案，并对公司2025年限制性股票激励计划（以下简称"本次激励计划"）拟首次 授予激励对象在公司内部进行了公示，公司监事会结合公示情况 ...

江苏澄星磷化工股份有限公司董事会薪酬与考核委员会 关于公司 2025 年限制性股票激励计划首次授予激励对象名单 的公示情况说明及核查意见 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法律责任。 根据《上市公司股权激励管理办法》（以下简称"《管理办法》"）的有关 规定，江苏澄星磷化工股份有限公司（以下简称"公司"）于2025年7月29日召开 第十一届董事会第二十一次会议、第十一届监事会第十七次会议，审议通过了 《关于<公司2025年限制性股票激励计划（草案）及其摘要>的议案》等相关议 案，并对公司2025年限制性股票激励计划（以下简称"本次激励计划"）拟首次 授予激励对象在公司内部进行了公示，公司董事会薪酬与考核委员会结合公示 情况对拟首次授予激励对象名单进行了核查。相关公示情况及核查情况如下： 一、拟首次授予激励对象名单的公示情况 公司已在上海证券交易所网站(www.sse.com.cn)上公告了《江苏澄星磷化工 股份有限公司2025 年限制性股票激励计划（草案）》及其摘要、《江苏澄星磷 化工股份有限公司 2025 年限制性股票激励计 ...

江苏澄星磷化工股份有限公司 澄星股份 2025 年第三次临时股东大会会议资料 Jiangsu ChengXing Phosph-Chemicals Co.,Ltd. 2025 年第三次临时股东大会 会议资料 二〇二五年八月十五日 澄星股份 2025 年第三次临时股东大会会议资料 江苏澄星磷化工股份有限公司 2025 年第三次临时股东大会会议资料目录 （一）审议《关于<公司 2025 年限制性股票激励计划（草案）及其摘要>的议案》； （二）审议《关于<公司 2025 年限制性股票激励计划实施考核管理办法>的议案》； （三）审议《关于提请股东大会授权董事会办理公司 2025 年限制性股票激 励计划相关事宜的议案》。 1 一、会议议程 二、会议须知 三、会议内容 澄星股份 2025 年第三次临时股东大会会议资料 江苏澄星磷化工股份有限公司 2025年第三次临时股东大会议程 现场会议时间：2025年8月15日下午14:00； 网络投票时间：通过交易系统投票平台的投票时间为股东大会召开当日的 交易时间段，即9:15-9:25，9:30-11:30，13:00-15:00；通过互联网投票平台的投 票时间为股东大会召开当日 ...

Summary of Key Points Core Viewpoint - As of August 7, 115 companies have released their semi-annual reports for 2025, with 81 reporting a year-on-year increase in net profit, while 34 reported a decline. Additionally, 78 companies saw an increase in operating revenue, and 37 experienced a decrease. A total of 68 companies reported simultaneous growth in both net profit and operating revenue, while 24 companies saw declines in both metrics. Notably, 18 companies achieved a net profit growth rate exceeding 100%, with Zhimin Da leading at a staggering 2147.93% [1]. Company Performance - Zhimin Da (688636) reported earnings per share of 0.2284, with a net profit of 38.298 million and a year-on-year increase of 2147.93%. Its operating revenue reached 294.7564 million, reflecting an 84.83% increase [1]. - Shijia Guangzi (688313) achieved a net profit of 216.6475 million, marking a year-on-year increase of 1712.00%, with operating revenue of 992.6253 million, up 121.12% [1]. - Nanji Guang (300940) reported a net profit of 72.891 million, with a year-on-year increase of 982.43%, and operating revenue of 397.5085 million, up 244.67% [1]. - Tongzhou Electronics (002052) had a net profit of 203.0714 million, a year-on-year increase of 662.77%, with operating revenue of 539.7695 million, up 606.52% [1]. - Daodaquan (002852) reported a net profit of 180.9760 million, with a year-on-year increase of 563.15%, and operating revenue of 2792.4396 million, reflecting a slight increase of 1.16% [1]. Additional Company Insights - Huakang Jieneng (301235) reported a net profit of 18.6830 million, with a year-on-year increase of 273.48%, and operating revenue of 83.49115 million, up 50.73% [1]. - Chengxing Co. (600078) had a net profit of 18.5612 million, with a year-on-year increase of 211.08%, and operating revenue of 177.61177 million, up 9.85% [1]. - Kaimeite (002549) reported a net profit of 55.8461 million, with a year-on-year increase of 199.82%, and operating revenue of 31.03616 million, up 10.52% [1]. - Dong'an Power (600178) had a net profit of 3.9212 million, with a year-on-year increase of 157.75%, and operating revenue of 247.91147 million, up 25.72% [1]. Overall Market Trends - The overall trend indicates a strong performance among the majority of companies, with a significant number achieving substantial growth in both net profit and operating revenue, reflecting a positive outlook for the market [1][2].

Summary of Key Points Core Viewpoint - As of August 5, 95 companies have released their semi-annual reports for 2025, with 63 reporting year-on-year profit growth and 60 reporting revenue growth. Notably, 51 companies experienced simultaneous growth in both profit and revenue, while 23 companies saw declines in both metrics. The company with the highest profit growth was Zhimin Da, with an increase of 2147.93% [1]. Group 1: Company Performance - Zhimin Da reported a net profit of 38.298 million yuan, with a year-on-year increase of 2147.93% and revenue of 294.7564 million yuan, up 84.83% [1]. - Shijia Guangzi achieved a net profit of 216.6475 million yuan, with a year-on-year increase of 1712.00% and revenue of 992.6253 million yuan, up 121.12% [1]. - Tongzhou Electronics reported a net profit of 203.0714 million yuan, with a year-on-year increase of 662.77% and revenue of 539.7695 million yuan, up 606.52% [1]. - Daodaquan reported a net profit of 180.9760 million yuan, with a year-on-year increase of 563.15% and revenue of 2792.4396 million yuan, up 1.16% [1]. - Huakang Clean reported a net profit of 18.6830 million yuan, with a year-on-year increase of 273.48% and revenue of 83.49115 million yuan, up 50.73% [1]. Group 2: Revenue and Profit Trends - 32 companies reported a year-on-year decline in net profit, while 35 companies reported a decline in revenue [1]. - Among the companies with significant profit growth, 15 companies had their profit growth double compared to the previous year [1]. - The overall trend indicates a mixed performance across the companies, with a notable number achieving substantial growth in both revenue and profit, while others faced declines [1].

Core Insights - As of July 31, 66 companies have released their semi-annual reports for 2025, with 49 reporting year-on-year profit growth and 47 showing revenue growth [1] - Notably, 12 companies have seen their profit growth double, with Zhimin Da leading at an impressive 2147.93% increase in net profit [1] Group 1: Company Performance - Zhimin Da reported earnings per share of 0.2284, net profit of 38.30 million, and a year-on-year net profit growth of 2147.93%, alongside an 84.83% increase in revenue [1] - Shijia Guangzi achieved a net profit of 216.65 million, with a year-on-year growth of 1712.00% and revenue growth of 121.12% [1] - Tongzhou Electronics reported a net profit of 203.07 million, with a year-on-year increase of 662.77% and revenue growth of 606.52% [1] Group 2: Revenue and Profit Trends - 47 companies reported revenue growth, while 19 experienced a decline in revenue [1] - Among the companies with declining profits, Anada and others reported a simultaneous decrease in both revenue and profit [1] - Companies like Huakang Clean and others showed significant revenue increases, with Huakang Clean achieving a 50.73% growth in revenue [1] Group 3: Notable Performers - Other notable performers include Wohua Pharmaceutical with a net profit of 44.68 million and a year-on-year growth of 303.16% [1] - Ding Tong Technology reported a net profit of 115.40 million, with a year-on-year growth of 134.06% [1] - Yao Ming Kang De achieved a net profit of 856.09 million, with a year-on-year growth of 101.92% [1]

Core Viewpoint - Chengxing Co., Ltd. (600078) reported a strong performance in its 2025 mid-year financial results, with significant increases in revenue and net profit compared to the previous year, indicating improved profitability and operational efficiency [1]. Financial Performance Summary - Total revenue reached 1.776 billion yuan, a year-on-year increase of 9.85% [1] - Net profit attributable to shareholders was 18.5612 million yuan, up 211.08% year-on-year [1] - Gross margin improved to 9.09%, reflecting a 22.71% increase [1] - Net margin surged to 3.01%, a remarkable increase of 2540.91% [1] - Total expenses (selling, administrative, and financial) amounted to 142 million yuan, accounting for 7.99% of revenue, down 12.59% year-on-year [1] - Earnings per share rose to 0.03 yuan, a 212.0% increase [1] Cash Flow and Debt Management - Operating cash flow per share increased to 0.29 yuan, a rise of 76.78% [1] - Cash and cash equivalents increased to 561 million yuan, a 10.73% growth [2] - Interest-bearing liabilities decreased to 1.497 billion yuan, down 13.79% [1] Changes in Financial Items - Contract liabilities decreased by 60.05% due to the settlement of prepayments for yellow phosphorus [2] - Prepayments increased by 430.39% due to raw material procurement [2] - Accounts payable increased by 129.17% as a result of optimizing cash flow and improving fund utilization [2] - Estimated liabilities decreased by 38.37% due to adjustments related to shareholder litigation settlements [3] Historical Performance Context - The company's historical financial performance has shown volatility, with a median ROIC of 3.6% over the past decade, indicating weak investment returns [4] - The company has recorded three years of losses since its listing, suggesting a fragile business model [4] Recommendations - Attention is advised on the company's cash flow situation, with a cash to current liabilities ratio of 41.43% [5] - Monitoring of the company's debt situation is recommended, as the interest-bearing debt ratio has reached 24.93% [5]