Core Viewpoint - The rising prices of refrigerants have positively impacted the performance of related listed companies, with significant revenue and profit growth reported in the third quarter of 2025 [1][2]. Company Performance - Juhua Co., Ltd. (600160) reported a revenue of 20.394 billion yuan for the first three quarters of 2025, a year-on-year increase of 13.89%, and a net profit of 3.248 billion yuan, up 160.22% [1]. - In the third quarter alone, Juhua's revenue and net profit growth rates further increased to 21.22% and 186.55%, respectively [1]. - Juhua's average price for refrigerants reached 40,553.71 yuan per ton, reflecting a year-on-year increase of 58.14% and a quarter-on-quarter increase of 5% [1]. - Yonghe Co., Ltd. (605020) reported a revenue of 3.786 billion yuan, up 12.04%, and a net profit of 469 million yuan, up 220.39%, with a third-quarter net profit growth of 485.77% [2]. - Duofu Co., Ltd. (002407) achieved a revenue of 6.729 billion yuan and a net profit of 78.0546 million yuan, marking a year-on-year increase of 407.74% [2]. Industry Trends - The refrigerant market is undergoing fundamental changes due to the implementation of production quotas starting in 2024, positioning HFCs as the mainstream refrigerant for an extended period [1]. - The average transaction price of HFC refrigerants is expected to maintain a long-term upward trend, supported by national policies aimed at carbon neutrality [3]. - Short-term demand for refrigerants has slightly rebounded in October, although seasonal factors have led to a slowdown in the northern market [2].

Group 1: 华夏银行 Financial Performance - In Q3 2025, 华夏银行 reported operating revenue of 19.36 billion yuan, a year-on-year decrease of 15.02% [1][2] - The net profit attributable to shareholders was 6.51 billion yuan, an increase of 7.62% year-on-year [1][2] - For the first three quarters, the bank's operating revenue was 64.88 billion yuan, down 8.79% year-on-year, while net profit decreased by 2.86% to 17.98 billion yuan [1][2] Group 2: 华夏银行 Key Financial Ratios - Basic earnings per share remained stable at 0.38 yuan for Q3 and 1.04 yuan for the first three quarters [2] - The weighted average return on equity was 1.98% in Q3, down 0.12 percentage points year-on-year [3] - The total assets at the end of the reporting period were 4.586 trillion yuan, an increase of 4.80% from the end of the previous year [2] Group 3: 不良贷款和拨备情况 - The non-performing loan ratio was 1.58%, a decrease of 0.02 percentage points from the end of the previous year [3] - The provision coverage ratio was 149.33%, down 12.56 percentage points year-on-year [3] - The loan provision ratio was 2.36%, a decrease of 0.23 percentage points from the end of the previous year [3] Group 4: 华工科技 Financial Performance - 华工科技 reported Q3 2025 operating revenue of 3.41 billion yuan, a decrease of 10.33% year-on-year, while net profit increased by 31.15% to 410 million yuan [4][5] - For the first three quarters, the company achieved operating revenue of 11.04 billion yuan, a year-on-year increase of 22.62%, and net profit of 1.32 billion yuan, up 40.92% [4][5] Group 5: 汇川技术 Financial Performance - 汇川技术 reported operating revenue of 316.63 billion yuan for the first three quarters, a year-on-year increase of 24.67%, with net profit rising by 26.84% to 42.54 billion yuan [6][7] - In Q3, the company achieved operating revenue of 111.53 billion yuan, up 21.05% year-on-year, and net profit of 12.86 billion yuan, an increase of 4.04% [6][7] Group 6: 宝丰能源 Financial Performance - 宝丰能源 reported operating revenue of 355.45 billion yuan for the first three quarters, a year-on-year increase of 46.43%, with net profit rising by 97.27% to 89.5 billion yuan [8][9] - In Q3, the company achieved operating revenue of 127.25 billion yuan, up 72.49% year-on-year, and net profit of 32.32 billion yuan, an increase of 162.34% [8][9] Group 7: 生益科技 Performance Forecast - 生益科技 expects net profit for the first three quarters of 2025 to be between 2.42 billion and 2.46 billion yuan, representing a year-on-year increase of 76% to 79% [10] - The increase is attributed to higher sales of copper-clad laminates and improved product structure [10] Group 8: 巨化股份 Financial Performance - 巨化股份 reported Q3 2025 operating revenue of 70.62 billion yuan, a year-on-year increase of 21.22%, with net profit rising by 186.55% to 11.97 billion yuan [11] - For the first three quarters, the company achieved operating revenue of 203.94 billion yuan, up 13.89%, and net profit of 32.48 billion yuan, an increase of 160.22% [11] Group 9: 电投能源 Financial Performance - 电投能源 reported Q3 operating revenue of 79.39 billion yuan, a year-on-year increase of 3.34%, while net profit decreased by 8.52% to 13.31 billion yuan [21][22] - For the first three quarters, the company achieved operating revenue of 224.03 billion yuan, up 2.72%, and net profit decreased by 6.40% to 41.18 billion yuan [21][22]

Growth - Yian Technology reported a net profit of 19.03 million yuan in Q3, a year-on-year increase of 10,957% [1] - Hwa Woo Co. achieved a net profit of 24.32 million yuan in Q3, up 4,202% year-on-year [1] - Zhuoyi Information's Q3 net profit reached 17.48 million yuan, reflecting a year-on-year growth of 2,074.65% [1] - Jingrui Electric Materials reported a net profit of 58.61 million yuan in Q3, marking a 938.99% increase year-on-year [1] - Hemei Group's Q3 net profit was 61.75 million yuan, up 706.3% year-on-year [1] - Kelin Electric's Q3 net profit was 56.52 million yuan, a year-on-year increase of 705.48% [1] - Hualu Biological's Q3 net profit reached 70.03 million yuan, reflecting a 619.37% year-on-year growth [1] - Triangle Defense reported a net profit of 105 million yuan in Q3, up 466.32% year-on-year [1] - New Meixing achieved a Q3 net profit of 38.44 million yuan, a year-on-year increase of 357.83% [1] - Hailanxin's Q3 net profit was 5.67 million yuan, reflecting a 342.12% year-on-year growth [1] - Zhenlei Technology reported a net profit of 38.64 million yuan in Q3, up 337.49% year-on-year [1] - Tovey Information's Q3 net profit reached 26.04 million yuan, a year-on-year increase of 239.19% [1] - Wanma Co. reported a net profit of 161 million yuan in Q3, reflecting a 227.70% year-on-year growth [1] - Juhua Co. achieved a Q3 net profit of 1.197 billion yuan, up 186.55% year-on-year [1] - Baofeng Energy reported a net profit of 3.232 billion yuan in Q3, marking a 162.34% increase year-on-year [1] - Sanfu Co. achieved a Q3 net profit of 25.68 million yuan, reflecting a 162.25% year-on-year growth [1] - Chuling Information's Q3 net profit was 248.72 million yuan, up 123.93% year-on-year [1] - Fujilai reported a net profit of 30.32 million yuan in Q3, a year-on-year increase of 113.62% [1] - San Sheng Guojian achieved a Q3 net profit of 209 million yuan, reflecting a 101.41% year-on-year growth [1] - Tianchen Medical reported a net profit of 23.73 million yuan in Q3, up 70.74% year-on-year [1] - Oke Yi's Q3 net profit was 50.35 million yuan, reflecting a 69.31% year-on-year growth [1] - Dingtai High-tech reported a net profit of 123 million yuan in Q3, up 47.05% year-on-year [1] - Yiwei Lithium Energy achieved a Q3 net profit of 1.211 billion yuan, reflecting a 15.13% year-on-year growth [1] - Anpeilong reported a net profit of 30.99 million yuan in Q3, up 14.09% year-on-year [1] - Shengtun Mining's Q3 net profit was 649 million yuan, reflecting an 11.32% year-on-year growth [1] - COSCO Shipping Special reported a net profit of 504 million yuan in Q3, up 6.62% year-on-year [1] - Deep Technology achieved a Q3 net profit of 41.45 million yuan, reflecting a 2.8% year-on-year growth [1] Decline and Loss - Qiaqia Food reported a Q3 net profit of 79.36 million yuan, a year-on-year decrease of 72.58% [2] - Ningbo Jingda's Q3 net profit was 10.83 million yuan, down 65.14% year-on-year [2] - Nanhua Futures reported a Q3 net profit of 120 million yuan, reflecting a year-on-year decline of 6.21% [2] - Zhongwen Online reported a Q3 net loss of 294 million yuan [2] - Tuolisi reported a Q3 net loss of 86.45 million yuan [2] - Taiping Bird reported a Q3 net loss of 49.45 million yuan [2] - COFCO Technology reported a Q3 net loss of 28.06 million yuan [2]

证券日报网讯 10月23日晚间，巨化股份发布2025年第三季度报告称，2025年第三季度公司实现营业收 入7，062，363，222.71元，同比增长21.22%；归属于上市公司股东的净利润为1，197，292，298.38 元，同比增长186.55%。 （编辑 任世碧） ...

智通财经APP讯，巨化股份(600160.SH)披露2025年第三季度报告，公司前三季度实现营收203.94亿元， 同比增长13.89%;归属于上市公司股东的净利润32.48亿元，同比增长160.22%;扣非净利润31.99亿元，同 比增长170.13%;基本每股收益1.203元。 ...

第二章 总经理聘任与解聘 第三条 公司设总经理一名，由公司董事长提名，经公司董事会提名委员会审查 通过后，董事会决定聘任或解聘。公司设副总经理、财务负责人，由公司总经理提名， 经公司董事会提名委员会审查通过后，董事会决定聘任或解聘。 第四条 聘任总经理及其他高级管理人员应当符合《公司章程》相关规定。 第五条 公司董事可受聘担任公司总经理及公司其他高级管理人员，但担任公司 高级管理人员的董事不得超过公司董事总数的二分之一。 浙江巨化股份有限公司总经理工作条例 （2025年修订） 第一章 总则 第一条 为了进一步完善公司治理结构，明确公司总经理的职责，保障其规范、 高效地行使职权，提高公司规范运作水平和运营效率，保护公司、公司股东、公司债 权人的合法权益，根据《中华人民共和国公司法》、其他法律法规及《浙江巨化股份 有限公司章程》（以下简称《公司章程》），结合公司实际，特制订本条例。 第二条 总经理是董事会领导下的公司行政工作负责人，执行董事会的决议，主 持公司日常生产经营管理工作，对董事会负责。其他高级管理人员（公司副总经理、 财务负责人、董事会秘书、总法律顾问）协助总经理工作，依据高级管理人员工作分 工和总经理 ...

浙江巨化股份有限公司董事会秘书工作制度 (2025 年修订) 第一章 总则 第一条 为提高公司治理水平，规范公司董事会秘书的选任、履职、培训和考核 工作，根据《公司法》、《证券法》、《上海证券交易所股票上市规则》(以下简称 "《上市规则》")以及《公司章程》等法律法规和其他规范性文件，制订本制度。 第二条 董事会秘书为公司高级管理人员，对公司和董事会负责，应忠实、勤勉 地履行职责。 第三条 董事会秘书是公司与上海证券交易所之间的指定联络人，负责办理公司 信息披露、公司治理、股权管理等其相关职责范围内的事务。 第四条 公司设立证券部，由董事会秘书分管。 第二章 选任 第五条 公司董事会应当在原任董事会秘书离职后三个月内聘任董事会秘书。 第六条 公司聘任的董事会秘书，应当具备以下条件： (一)具有良好的职业道德和个人品质； (二)具备履行职责所必需的财务、管理、法律等专业知识； (三)具备履行职责所必需的工作经验； (三)被证券交易所公开认定为不适合担任上市公司董事会秘书，期限尚未届满； (四)最近 3 年受到过证券交易所公开谴责或者 3 次以上通报批评； (五)证监会及上海证券交易所认定不适合担任董事会秘书的其 ...

浙江巨化股份有限公司 内幕信息知情人登记管理制度 （2025 年修订） 第一章 总则 第一条 为进一步规范浙江巨化股份有限公司(以下简称"公司")内幕信息管理， 做好内幕信息保密工作，确保信息披露的公平性，保护股东和其他利益相关者的合法 权益，根据《中华人民共和国公司法》、《中华人民共和国证券法》、《上市公司信息披 露管理办法》、《上市公司监管指引第 5 号——上市公司内幕信息知情人登记管理制度》、 《上海证券交易所股票上市规则》、《上海证券交易所上市公司自律监管指引第 2 号 ——信息披露事务管理》等有关法律法规及规范性文件(以下统称"法律法规")和《浙 江巨化股份有限公司章程》(以下简称"《公司章程》")的有关规定，制定本制度。 第二条 公司内幕信息的管理工作由董事会负责，董事会秘书组织实施。未经董 事会批准同意，公司任何部门和个人不得向外界泄露、报道、传送公司内幕信息。公 司审计委员会对本制度实施情况进行监督。 第三条 公司证券部是公司内幕信息知情人的归口管理部门，具体承担内幕信息 知情人的建档、登记、汇总、申报等工作。公司各部门、分公司、控股子公司及公司 能够实施重大影响的参股公司需按照本制度规定，指 ...

浙江巨化股份有限公司董事会议事规则 （自公司2025年第二次临时股东会审议通过生效） 第一章 总则 第一条 为了进一步规范浙江巨化股份有限公司(下称"公司")董事会的议事方 式和决策程序，促使董事和董事会有效地履行其职责，提高董事会规范运作和科学决 策水平，根据《中华人民共和国公司法》、《中华人民共和国证券法》、《上海证券交易 所股票上市规则》、《浙江巨化股份有限公司章程》(以下简称"《公司章程》")等有关 规定，制定董事会的议事规则。 第二条 公司设董事会，是公司经营决策的常设机构，对股东会负责，行使法律 法规、《公司章程》及股东会赋予的职权。 第二章 董事会的组成 第三条 公司董事会由12名董事组成，其中独立董事4名（至少包括一名会计专业 人员）、职工代表董事1名。设董事长一人，副董事长一至两人。 （三）决定公司的经营计划和投资方案； 董事由股东会选举产生和更换。董事每届任期不超过三年，连选可连任。董事长、 副董事长以全体董事过半数选举产生和罢免。职工代表董事由公司职工通过职工代表 大会或职工大会或者其他形式民主选举产生。 董事任期从就任之日起计算，至本届董事会任期届满时为止。董事任期届满未及 时改选，在 ...

浙江巨化股份有限公司 董事和高级管理人员持股及变动管理办法 （2025年修订） 第一章 总则 第一条 为加强浙江巨化股份有限公司(以下简称"公司"或"本公司")对董 事和高级管理人员持有及买卖本公司证券的管理工作，根据《中华人民共和国公司 法》、《中华人民共和国证券法》（以下简称"《证券法》"）、《上市公司董事、 监事和高级管理人员所持本公司股份及其变动管理规则》、《上海证券交易所股票 上市规则》、《上海证券交易所上市公司自律监管指引第8号——股份变动管理》 等法律、法规和规范性文件以及《浙江巨化股份有限公司章程》（以下简称"《公 司章程》"），结合公司实际情况，制定本办法。 第二条 本办法适用于公司董事和高级管理人员所持本公司股份及变动的管 理。本制度所称高级管理人员，以《公司章程》中所界定的人员为准。 公司董事和高级管理人员等所持本公司股份，是指登记在其名下的所有本公司 股份。公司董事和高级管理人员从事融资融券交易时，也应遵守本办法并履行相关 询问和报告义务。 第三条 公司董事和高级管理人员所持股份变动行为应当遵守法律法规、上海 证券交易所相关规定以及《公司章程》等规定。 公司董事和高级管理人员等主体对持 ...