Core Viewpoint - Huayi Group (600623) experienced a significant drop in stock price, reaching the daily limit down, with a trading volume of 6.03 billion yuan and a turnover rate of 3.96% [2] Trading Activity - The stock saw a net institutional buying of 31.60 million yuan, while the Shanghai Stock Connect recorded a net selling of 33.87 million yuan, leading to a total net selling of 53.69 million yuan from brokerage seats [2] - The top five trading seats accounted for a total transaction of 233 million yuan, with buying transactions amounting to 88.43 million yuan and selling transactions totaling 144 million yuan, resulting in a net selling of 55.96 million yuan [2] - Among the trading seats, four institutional special seats were involved, with a total buying amount of 54.60 million yuan and selling amount of 22.99 million yuan, leading to a net buying of 31.60 million yuan [2] Fund Flow - The stock experienced a net outflow of 65.98 million yuan in main funds, with a significant outflow of 70.42 million yuan from large orders, while smaller orders saw a net inflow of 4.44 million yuan [2] - Over the past five days, the main funds have seen a net outflow of 71.93 million yuan [2] Financial Performance - As of October 21, the margin trading balance for the stock was 320 million yuan, with a financing balance of 320 million yuan and a securities lending balance of 186,200 yuan [3] - In the last five days, the financing balance decreased by 9.46 million yuan, representing a decline of 2.87%, while the securities lending balance increased by 25,200 yuan, reflecting a growth of 15.68% [3] - The third-quarter report released on October 22 indicated that the company achieved a total revenue of 35.99 billion yuan, a year-on-year decrease of 5.14%, and a net profit of 395 million yuan, down 42.68% year-on-year [3]

上海华谊集团股份有限公司 关于 2025 年半年度业绩说明会召开情况的公告 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。 上海华谊集团股份有限公司（以下简称"公司"）于2025 年10月21日14:00-15:00在上海证券交易所上证路演中心（网址： http://roadshow.sseinfo.com/）通过网络互动方式召开2025年半年 度业绩说明会，现将有关事项公告如下： 一、业绩说明会召开情况 公司于2025年10月14日披露了《关于召开2025年半年度业绩 说明会的公告》（公告编号：2025-052）。2025年10月21日，公 司董事、总裁钱志刚先生，独立董事程林先生，财务总监、董事 会秘书徐力珩先生出席了本次说明会，与投资者进行互动交流和 沟通，在信息披露允许的范围内就投资者普遍关注的问题进行回 答。 二、投资者提出的问题及公司回复情况 1、子公司上海能化吴泾基地停产，下一步是规划转产还是 转让或政府收储？ 证券代码：600623 900909 股票简称：华谊集团 华谊 B 股 编号：2025-055 答：您 ...

Market Overview - On October 22, the chemical raw materials sector declined by 0.42%, with Huayi Group leading the drop [1] - The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1] Stock Performance - Notable gainers in the chemical raw materials sector included: - Shilong Industrial (002748) with a closing price of 12.71, up 10.04% [1] - Jinniu Chemical (600722) at 6.84, up 6.05% [1] - Chiyanjing Shen (663299) at 12.32, up 5.93% [1] - Major decliners included: - Huayi Group (600623) at 8.06, down 9.94% [2] - Hongxing Development (600367) at 16.10, down 4.62% [2] - Kaisheng New Materials (301069) at 23.39, down 3.67% [2] Capital Flow - The chemical raw materials sector experienced a net outflow of 329 million yuan from institutional investors, while retail investors saw a net inflow of 123 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment among different investor types [2] Individual Stock Capital Flow - Shilong Industrial (002748) had a net inflow of 53.02 million yuan from institutional investors, while retail investors saw a net outflow of 34.46 million yuan [3] - Zhongyida (600610) reported a net inflow of 39.85 million yuan from institutional investors, with retail investors experiencing a net outflow of 52.53 million yuan [3] - Jinniu Chemical (600722) had a net inflow of 35.64 million yuan from institutional investors, while retail investors faced a net outflow of 20.72 million yuan [3]

Core Viewpoint - Huayi Group (600623) reported a significant decline in both revenue and net profit for the third quarter of 2025, primarily due to operational losses from the closure of the Wu Jing base, anti-dumping litigation losses in North America, and a decrease in product prices [1] Financial Performance - The company's third-quarter revenue was 11.708 billion yuan, a year-on-year decrease of 9.75% [1] - For the first three quarters of 2025, the total revenue reached 35.708 billion yuan, down 5.02% year-on-year [1] - The net profit for the first three quarters was 395 million yuan, reflecting a year-on-year decline of 42.68% [1] - Basic earnings per share stood at 0.19 yuan [1]

Core Viewpoint - Huayi Group (600623.SH) reported a decline in revenue and net profit for the first three quarters of 2025, indicating potential challenges in its financial performance [1] Financial Performance - The company achieved a revenue of 35.708 billion yuan for the first three quarters, representing a year-on-year decrease of 5.02% [1] - The net profit attributable to shareholders was 395 million yuan, down 42.68% year-on-year [1] - The non-recurring net profit stood at 364 million yuan, reflecting a year-on-year decline of 24.59% [1] - Basic earnings per share were reported at 0.19 yuan [1]

Group 1 - The core viewpoint of the article highlights Huayi Group's financial performance in Q3, indicating a decline in revenue and net profit compared to the previous year [1] - For the first three quarters of 2025, the company's revenue was approximately 35.708 billion yuan, representing a year-on-year decrease of 5.02% [1] - The net profit attributable to shareholders of the listed company was about 395 million yuan, showing a significant year-on-year decline of 42.68% [1] - Basic earnings per share were reported at 0.19 yuan, which is a decrease of 40.63% year-on-year [1]

上海华谊集团股份有限公司 投资者关系管理制度 （2025年10月） 第一章 总则 第一条 为了规范上海华谊集团股份有限公司（以下简称"公司"）投资者关 系管理工作，加强公司与投资者之间的有效沟通，促进公司完善治理，提高公司 质量，切实保护投资者特别是中小投资者合法权益，根据《公司法》《证券法》《 上市公司投资者关系管理工作指引》《上海证券交易所上市公司自律监管指引第 1 号——规范运作》等法律、行政法规、部门规章、规范性文件（以下统称"法律法 规"）以及《上海华谊集团股份有限公司章程》（以下简称《公司章程》）等有关 规定，结合公司实际情况，制定本制度。 第二条 投资者关系管理是指公司通过便利股东权利行使、信息披露、互动 交流和诉求处理等工作，加强与投资者及潜在投资者之间的沟通，增进投资者对 公司的了解和认同，以提升公司治理水平和企业整体价值，实现尊重投资者、回 报投资者、保护投资者目的的相关活动。 第三条 公司投资者关系管理的基本原则是： （一）合规性原则。公司投资者关系管理应当在依法履行信息披露义务的基 础上开展，符合法律法规、行业规范和自律规则、公司内部规章制度，以及行业 普遍遵守的道德规范和行为准则。 ...

三、主要原材料的价格变动情况 证券代码：600623 900909 股票简称：华谊集团 华谊 B 股 编号：2025-054 上海华谊集团股份有限公司 2025 年三季度主要经营数据公告 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。 上海华谊集团股份有限公司（以下简称"公司"）根据上海证券交易所上市 公司自律监管指引第 3 号——行业信息披露》及其《上市公司行业信息披露第十 三号——化工》要求，现将 2025 年三季度主要经营数据（未经审计）披露如下： 二、主要产品的价格情况 | 主要产品 | 单位 | 2025 年 1-9 月 | | --- | --- | --- | | | | 平均售价 | | 甲醇、醋酸及酯 | 元/吨 | 2,357.99 | | 工业气体 | 元/千立方米 | 1,032.37 | | 丙烯及下游产品 | 元/吨 | 6,707.40 | | 涂料及树脂 | 元/吨 | 25,142.97 | | 轮胎 | 元/条 | 644.58 | | 含氟材料 | 元/吨 | 36,101.36 | 特此 ...

该议案已经董事会审计委员会审议通过。 二、审议通过了《关于<投资者关系管理制度>的议案》。 (内容详见上海证券交易所网站 http://www.sse.com.cn) 证券代码：600623 900909 股票简称：华谊集团 华谊 B 股 编号：2025-053 上海华谊集团股份有限公司 第十一届董事会第十次会议决议公告 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。 上海华谊集团股份有限公司（以下简称"公司"）第十一届董事会第十次会 议，于 2025 年 10 月 21 日以通讯表决方式召开，应到董事 7 人，实到董事 7 人， 公司部分高级管理人员列席会议，会议由董事长顾立立先生主持，符合《公司法》、 公司《章程》的规定，会议合法有效。 经审议、逐项表决，会议通过如下议案： 一、审议通过了《公司 2025 年第三季度报告》。 该议案同意票数为 7 票，反对票数为 0 票，弃权票数为 0 票。 (内容详见上海证券交易所网站 http://www.sse.com.cn) 该议案同意票数为 7 票，反对票数为 0 票，弃权票数为 ...

Financial Performance - The company's operating revenue for the third quarter was approximately ¥11.71 billion, a decrease of 9.75% compared to the same period last year[5]. - The total profit for the quarter was a loss of approximately ¥86.45 million, a decline of 121.78% year-over-year[5]. - The net profit attributable to shareholders was a loss of approximately ¥92.77 million, down 144.50% from the previous year[5]. - The basic earnings per share for the quarter was -¥0.04, representing a decrease of 140.00% compared to the same period last year[6]. - Total profit for the current reporting period decreased by 121.78% due to losses from the closure of the Wujing base and anti-dumping litigation in North America, along with a decline in product prices[11]. - Net profit attributable to shareholders decreased by 144.50% primarily due to the same reasons as total profit[11]. - Net profit excluding non-recurring gains and losses decreased by 141.45%, reflecting the impact of the Wujing base closure and litigation losses[11]. - Basic earnings per share decreased by 140.00% for the current reporting period, attributed to the closure of the Wujing base and litigation losses[11]. - Diluted earnings per share also decreased by 140.00% for the current reporting period, consistent with the basic earnings decline[11]. - Total profit from the beginning of the year to the reporting period decreased by 54.28%, mainly due to the same factors affecting the current period[11]. - Net profit for the first three quarters of 2025 was CNY 353,224,952.58, a decrease of 67.1% compared to CNY 1,072,724,556.36 in the same period of 2024[22]. - Operating profit for the first three quarters of 2025 was CNY 753,718,323.27, a decrease of 44% from CNY 1,344,776,574.83 in the previous year[21]. - The total comprehensive income for the first three quarters of 2025 was CNY 346,860,134.48, down from CNY 1,100,512,944.84 in the same period of 2024[22]. - Basic and diluted earnings per share for the first three quarters of 2025 were both CNY 0.19, compared to CNY 0.32 in the same period of 2024[22]. - Net profit for the first three quarters of 2025 was CNY 55.05 million, a significant decrease from CNY 1.63 billion in the same period of 2024, indicating a decline of approximately 96.6%[33]. Cash Flow and Investments - The company reported a net cash flow from operating activities of approximately ¥2.12 billion for the year-to-date, an increase of 63.43% compared to the same period last year[5]. - Cash flow from operating activities increased by 63.43% year-to-date, primarily due to reduced loans from off-balance-sheet member enterprises[11]. - The net cash flow from operating activities for the first three quarters of 2025 was CNY 2,116,239,702.94, an increase of 63.5% compared to CNY 1,294,880,392.13 in 2024[25]. - The company reported a net cash outflow from investing activities of CNY 3,249,517,955.78 for the first three quarters of 2025, compared to a net outflow of CNY 2,394,399,122.00 in 2024[25]. - The company experienced a net cash outflow from financing activities of CNY 528,806,557.01 in the first three quarters of 2025, contrasting with a net inflow of CNY 173,150,352.28 in the same period of 2024[25]. - The net cash flow from investment activities was -410,818,356.73, contrasting sharply with 1,116,142,899.26 previously[36]. - Cash inflow from financing activities reached 2,677,740,000.00, an increase from 1,795,000,000.00 last period[36]. - The net cash flow from financing activities was 898,481,770.86, recovering from a negative 737,180,855.39 in the previous period[36]. Assets and Liabilities - The total assets at the end of the reporting period were approximately ¥72.96 billion, reflecting a decrease of 1.40% from the end of the previous year[6]. - Total assets decreased to CNY 72,960,178,458.67 in 2025 from CNY 73,993,130,957.80 in 2024, indicating a need for asset management strategies[18]. - Total liabilities increased to CNY 42,533,989,716.26 in 2025 from CNY 39,649,786,477.30 in 2024, suggesting a rise in financial obligations[18]. - The company's total equity decreased to CNY 30,426,188,742.41 in 2025 from CNY 34,343,344,480.50 in 2024, reflecting challenges in maintaining shareholder value[18]. - Total liabilities increased to CNY 8.51 billion as of September 30, 2025, compared to CNY 3.54 billion at the end of 2024, showing a growth of about 140%[30]. - The company's total current assets amounted to CNY 2.06 billion as of September 30, 2025, compared to CNY 1.90 billion at the end of 2024, marking an increase of about 8.6%[28]. - Long-term equity investments rose to CNY 25.53 billion as of September 30, 2025, up from CNY 21.52 billion at the end of 2024, representing an increase of approximately 18.7%[29]. Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 55,241[13]. - The largest shareholder, Shanghai Huayi Holding Group Co., Ltd., holds 808,656,687 shares, representing 38.09% of total shares[13]. - The company has not disclosed any significant changes in shareholder relationships or actions during the reporting period[14]. Strategic Focus - The company acquired 60% equity in its subsidiary gas company and 60% equity in another subsidiary, which led to retrospective adjustments in the financial statements[7]. - Non-recurring gains and losses for the quarter included government subsidies amounting to approximately ¥70.20 million[9]. - The company reported a total of approximately -¥54.01 million in non-recurring losses after tax for the quarter[10]. - The weighted average return on net assets was -0.42%, a decrease of 1.20 percentage points compared to the previous year[6]. - The company plans to expand its market presence and enhance its product offerings through strategic investments in technology and innovation[20].