证券代码：600255 证券简称：鑫科材料 公告编号：2025-041 安徽鑫科新材料股份有限公司 关于为控股子公司提供担保的公告 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法律责任。 一、担保情况概述 （一）担保的基本情况 2025 年 8 月 11 日，安徽鑫科新材料股份有限公司（以下简称"鑫科材料" 或"公司"）与华夏银行股份有限公司芜湖分行（以下简称"华夏银行芜湖分行"） 签署了《最高额保证合同》，为控股子公司鑫科铜业与华夏银行芜湖分行于 2025 年 8 月 11 日至 2026 年 6 月 27 日期间基于主合同连续发生的多笔债权在最高债 权额限度内提供连带责任保证担保，担保最高债权额为人民币 6,000 万元，保证 期间为三年，上述担保不存在反担保。 自本《最高额保证合同》生效日起，公司与华夏银行芜湖分行于 2023 年 5 月签订的《最高额保证合同》（编号：WUH07（高保）20230008）（详见公司 2023 年 5 月 31 日于上海证券交易所网站披露的《关于为控股子公司提供担保的公告》 （临 2023-036 ...

Group 1 - The controlling shareholder Sichuan Rongxin plans to increase its stake in Xinke Materials between April 11, 2025, and October 11, 2025, with an intended investment amount of 50 million to 100 million yuan [1] - As of August 10, 2025, Sichuan Rongxin has already increased its holdings by purchasing 1.5855 million shares for a total amount of 5.3907 million yuan, which represents 0.09% of the total share capital [1] - The company has secured 50 million yuan in funding for the planned share purchases, which will be executed in batches [1]

Core Viewpoint - Anhui Xinke New Materials Co., Ltd. reported a revenue of 2.169 billion yuan for the first half of 2025, marking a year-on-year growth of 17.17%, with a net profit attributable to shareholders of 19.73 million yuan [2]. Company Overview - Xinke Materials specializes in the research, production, and sales of high-performance and high-precision copper alloy strip products, including high-precision brass, copper, bronze, and bare copper strips, as well as tin-plated and hot-dip tin strips [2]. - The products are widely used in various industries such as integrated circuits, consumer electronics, new energy vehicles, LED, photovoltaic power, next-generation information technology, 5G, and smart terminals [2]. Future Development - The company aims to strengthen the research and industrialization of high-strength and high-conductivity copper alloys and high-speed copper cables, driven by demand from high-tech applications such as new energy, AI, and computing centers [2]. - Xinke Materials is committed to becoming a global leader in copper alloy materials, contributing to the company's high-quality development [2].

Financial Performance - The company reported a total revenue of 2.169 billion yuan for the first half of 2025, an increase of 17.17% year-on-year [1] - The net profit attributable to shareholders was 19.73 million yuan, a decrease of 42.16% compared to the previous year [1] - In Q2 2025, the revenue was 1.145 billion yuan, up 20.4% year-on-year, while the net profit dropped by 57.89% to 10.798 million yuan [1] Key Financial Ratios - Gross margin decreased to 6.99%, down 19.03% year-on-year, while net margin fell to 1.15%, a decline of 53.2% [1] - The company's total expenses (selling, administrative, and financial) amounted to 62.52 million yuan, representing 2.88% of revenue, a decrease of 11.22% year-on-year [1] - Earnings per share (EPS) dropped to 0.01 yuan, a 50% decrease from the previous year [1] Balance Sheet Insights - Accounts receivable increased to 674 million yuan, a rise of 19.12% year-on-year, with accounts receivable to net profit ratio reaching 1081.48% [1][3] - Interest-bearing liabilities rose to 922 million yuan, a 37.64% increase compared to the previous year [1] - Cash flow from operations per share was -0.07 yuan, a significant decline of 249.55% year-on-year [1] Historical Performance and Business Model - The company's return on invested capital (ROIC) was 3.85% last year, indicating weak capital returns historically, with a median ROIC of 3.71% over the past decade [3] - The company has experienced four years of losses since its listing, suggesting a generally poor financial track record [3] - The business model relies heavily on research and development, necessitating a thorough examination of the underlying drivers of this approach [3]

Financial Performance - The company's total revenue for the first half of 2025 was 2.169 billion yuan, an increase of 318 million yuan compared to the same period last year, representing a year-on-year growth of 17.17% [1] - The net profit attributable to shareholders was 19.73 million yuan, a decrease of 14.38 million yuan from the same period last year, reflecting a year-on-year decline of 42.16% [1] - The net cash flow from operating activities was -135 million yuan, a decrease of 225 million yuan compared to the same period last year, indicating a year-on-year decline of 249.55% [1] Profitability and Efficiency Ratios - The latest asset-liability ratio is 57.30%, a decrease of 0.34 percentage points from the previous quarter, but an increase of 0.85 percentage points compared to the same period last year [3] - The latest gross profit margin is 6.99%, a decrease of 0.12 percentage points from the previous quarter and a decrease of 1.64 percentage points compared to the same period last year [3] - The latest return on equity (ROE) is 1.36%, a decrease of 1.07 percentage points from the same period last year [3] Earnings Per Share and Turnover Ratios - The diluted earnings per share is 0.01 yuan, a decrease of 0.01 yuan compared to the same period last year, reflecting a year-on-year decline of 50.00% [3] - The latest total asset turnover ratio is 0.51 times, an increase of 0.04 times compared to the same period last year, representing a year-on-year growth of 8.89% [3] - The latest inventory turnover ratio is 2.89 times, a decrease of 0.29 times compared to the same period last year, indicating a year-on-year decline of 9.09% [3] Shareholder Information - The number of shareholders is 170,700, with the top ten shareholders holding a total of 232 million shares, accounting for 12.84% of the total share capital [3] - The largest shareholder is Sichuan Rongxin Hongzi Technology Co., Ltd., holding 9.80% of the shares [3]

Core Viewpoint - Anhui Xinke New Materials Co., Ltd. reported a significant increase in revenue but a substantial decline in net profit for the first half of 2025 compared to the previous year [1]. Financial Performance - Total assets at the end of the reporting period amounted to CNY 4,308,137,099.19, reflecting a 2.35% increase from CNY 4,209,035,930.08 at the end of the previous year [1]. - Operating revenue reached CNY 2,169,100,939.22, marking a 17.17% increase from CNY 1,851,269,861.57 in the same period last year [1]. - Total profit decreased to CNY 22,318,983.32, a decline of 56.16% from CNY 50,906,999.49 [1]. - Net profit attributable to shareholders was CNY 14,186,784.10, down 51.26% from CNY 29,107,236.93 [1]. - The net cash flow from operating activities was negative at CNY -134,537,984.51, a significant drop from CNY 89,962,911.81 in the previous year, representing a 249.55% change [1]. Shareholder Information - The largest shareholder, Sichuan Rongxin Hongzi Technology Co., Ltd., holds 9.80% of the shares, amounting to 176,959,400 shares [2]. - Other notable shareholders include Hong Kong Central Clearing Limited with 0.57% and Zhu Lin with 0.56% [2]. - The report indicates that there are no significant pledges or restrictions on the shares held by the top shareholders [2].

Group 1 - The company's operating revenue for the first half of 2025 reached 2.169 billion yuan, representing a year-on-year growth of 17.17% [1] - The net profit for the same period was 19.73 million yuan, showing a year-on-year decline of 42.16% [1]

（文章来源：每日经济新闻） 鑫科材料（SH 600255，收盘价：4元）8月8日晚间发布半年度业绩报告称，2025年上半年营业收入约 21.69亿元，同比增加17.17%；归属于上市公司股东的净利润约1973万元，同比减少42.16%；基本每股 收益0.01元，同比增加0%。 ...

安徽鑫科新材料股份有限公司2025 年半年度报告 1 / 169 安徽鑫科新材料股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不 存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 公司代码：600255 公司简称：鑫科材料 安徽鑫科新材料股份有限公司 2025 年半年度报告 四、 公司负责人宋志刚、主管会计工作负责人席丽娟及会计机构负责人（会计主管人员）龚迎 兵声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 不适用 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告涉及的发展战略、未来计划等前瞻性陈述不构成公司对投资者的实质承诺，敬请投资 者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 十、 重大风险提示 公司已 ...

Group 1 - The metal new materials sector increased by 1.34% on August 6, with Yitong New Materials leading the gains [1] - The Shanghai Composite Index closed at 3633.99, up 0.45%, while the Shenzhen Component Index closed at 11177.78, up 0.64% [1] - Key stocks in the metal new materials sector showed significant price increases, with Yitong New Materials rising by 5.39% to a closing price of 36.58 [1] Group 2 - The sector saw a net inflow of 191 million yuan from main funds, while retail investors experienced a net outflow of 234 million yuan [2] - The trading volume and turnover for key stocks varied, with Jinli Permanent Magnet recording a turnover of 1.451 billion yuan [2] - The stock performance varied, with some stocks like Longmag Technology declining by 1.70% [2] Group 3 - Main fund inflows were notable for Jinli Permanent Magnet, which saw a net inflow of 121 million yuan, while retail investors had a significant outflow of 147 million yuan [3] - Other stocks like Jiangnan New Materials and Xin Ke Materials also experienced mixed fund flows, with varying net inflows and outflows [3] - The overall trend indicates a divergence in fund flows between institutional and retail investors within the sector [3]