Summary of Key Points Core Viewpoint - Yao Pi Glass (600819) has announced a cash dividend distribution for the first half of 2025, reflecting its commitment to returning value to shareholders through a structured profit distribution plan [1]. Financial Performance - As of September 22, 2025, Yao Pi Glass's stock closed at 7.24 yuan, marking a 3.43% increase from the previous trading day, with a total market capitalization of 6.769 billion yuan [1]. - The stock opened at 7.07 yuan, reached a high of 7.5 yuan, and a low of 6.94 yuan, with a trading volume of 3.41 billion yuan and a turnover rate of 6.34% [1]. Dividend Distribution Details - The company will distribute a cash dividend of 0.028 yuan per share (tax included) to all shareholders, based on a total share capital of 934,916,069 shares, amounting to a total cash dividend payout of approximately 26.18 million yuan [1]. - For B-share shareholders, a cash dividend of 0.003942 USD per share (tax included) will be distributed [1]. - Key dates for A-shares include the record date on September 29, 2025, and the ex-dividend date on September 30, 2025, with cash dividends being paid on the same day [1]. - For B-shares, the record date is October 10, 2025, with the ex-dividend date also on September 30, 2025, and cash dividends to be paid on October 24, 2025 [1]. Taxation Policies - A-share individual and mutual fund investors will be subject to a differentiated personal income tax policy based on their holding period; QFII and Hong Kong investors will have a withholding tax rate of 10% [1]. - For B-share shareholders, non-resident enterprises will also face a 10% withholding tax, while resident individual shareholders will be taxed based on their holding period, and foreign individual shareholders are temporarily exempt from personal income tax [1].

Group 1 - The company announced a profit distribution plan for the first half of 2025, with a cash dividend of 0.028 CNY per share for A-shares (tax included) [1] - For B-shares, the cash dividend is set at 0.003942 USD per share (tax included) [1] - The A-share registration date is September 29, 2025, with the ex-dividend date and cash dividend payment date both on September 30, 2025 [1] Group 2 - The B-share registration date is October 10, 2025, with the ex-dividend date on September 30, 2025, and the cash dividend payment date on October 24, 2025 [1]

相关日期 | 证券代码：600819 | 证券简称：耀皮玻璃 | | | | 公告编号：2025-052 | | --- | --- | --- | --- | --- | --- | | 900918 | | 耀皮 | B | 股 | | 上海耀皮玻璃集团股份有限公司 2025年半年度权益分派实施公告 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。 重要内容提示： 每股分配比例 A 股每股现金红利0.028元（含税），B 股每股现金红利0.003942美元（含税） | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放 | | --- | --- | --- | --- | --- | | | | | | 日 | | Ａ股 | 2025/9/29 | － | 2025/9/30 | 2025/9/30 | | Ｂ股 | 2025/10/10 | 2025/9/29 | | 2025/10/24 | 差异化分红送转： 否 一、 通过分配方案的股东会届次和日期 2025 年 6 月 13 日，公司召开 ...

Market Overview - On September 22, the glass and fiberglass sector rose by 1.01% compared to the previous trading day, with Honghe Technology leading the gains [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Stock Performance - Key stocks in the glass and fiberglass sector showed varied performance: - Honghe Technology (603256) closed at 40.30, up 3.57% with a trading volume of 211,800 shares and a turnover of 845 million yuan [1] - Yao Pi Glass (618009) closed at 7.24, up 3.43% with a trading volume of 473,600 shares and a turnover of 341 million yuan [1] - China Jushi (600176) closed at 16.15, up 3.33% with a trading volume of 963,800 shares and a turnover of 1.52 billion yuan [1] - Other notable performances include: - Zai Sheng Technology (603601) at 5.38, up 2.09% [1] - Sanxia New Materials (600293) at 3.11, up 1.30% [1] - International Composite Materials (301526) at 6.72, down 0.30% [1] Capital Flow - The glass and fiberglass sector experienced a net inflow of 22.19 million yuan from institutional investors, while retail investors saw a net inflow of 30.26 million yuan [2] - However, there was a net outflow of 52.45 million yuan from speculative funds [2] Individual Stock Capital Flow - Honghe Technology saw a net outflow of 43.72 million yuan from institutional investors, while retail investors had a net outflow of 49.84 million yuan [3] - Yao Pi Glass had a net inflow of 31.51 million yuan from institutional investors, but a net outflow of 43.57 million yuan from retail investors [3] - China Jushi experienced a net inflow of 22.30 million yuan from institutional investors, with a significant net outflow of 52.21 million yuan from speculative funds [3]

Group 1 - The core viewpoint of the news highlights the growth in China's laminated glass production, with a reported output of 12.85 million square meters in May 2025, reflecting a year-on-year increase of 0.4% [1] - Cumulative production from January to May 2025 reached 63.82 million square meters, showing a cumulative growth of 6.3% [1] Group 2 - The companies mentioned in the laminated glass industry include Qibin Group, Nanshan Glass, Fuyao Glass, Jinjing Technology, Kaisheng New Energy, Yaopi Glass, Shandong Pharmaceutical Glass, and Yamaton [1] - The report referenced is the "2025-2031 China Laminated Glass Industry Market Status Survey and Development Trend Judgment Report" published by Zhiyan Consulting [1]

Group 1 - The core viewpoint of the article highlights a decline in China's flat glass production, with a reported decrease of 5.7% in May 2025 compared to the previous year [1] - Cumulative flat glass production from January to May 2025 reached 40,176.8 million weight cases, reflecting a 4.9% decrease year-on-year [1] - The article references a report by Zhiyan Consulting, which provides insights into the market supply and demand dynamics of the glass products industry in China from 2025 to 2031 [1] Group 2 - The listed companies in the glass industry include Qibin Group, Nanshan Glass A, Jinjing Technology, Kaisheng New Energy, Yaopi Glass, Shandong Pharmaceutical Glass, Yamaton, and Fuyao Glass [1] - The data source for the production statistics is the National Bureau of Statistics, with the information organized by Zhiyan Consulting [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research reports and customized services [1]

Company Overview - Yao Pi Glass is located in the China (Shanghai) Free Trade Zone and was established on November 23, 1993, with its listing date on January 28, 1994 [1] - The company specializes in the production and sales of transparent float glass, colored float glass, and deep processing products [1] - The revenue composition includes automotive processed glass (38.72%), building processed glass (35.22%), float glass (32.77%), and other (1.70%) [1] Stock Performance - As of September 19, Yao Pi Glass's stock price increased by 2.30%, reaching 7.11 CNY per share, with a total market capitalization of 6.647 billion CNY [1] - Year-to-date, the stock price has risen by 32.58%, with a 2.01% increase over the last five trading days, 8.72% over the last twenty days, and 24.02% over the last sixty days [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on July 4, where it recorded a net buy of -34.6869 million CNY [1] Financial Performance - For the first half of 2025, Yao Pi Glass reported a revenue of 2.618 billion CNY, a year-on-year decrease of 4.81%, while the net profit attributable to shareholders was 86.366 million CNY, reflecting a year-on-year increase of 37.92% [2] - Cumulative cash dividends since the A-share listing amount to 1.533 billion CNY, with 44.876 million CNY distributed over the last three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders is 42,300, a decrease of 7.64% from the previous period [2] - The top ten circulating shareholders include the China Securities Shanghai State-owned Enterprise ETF, holding 2.8038 million shares, which is a decrease of 311,700 shares compared to the previous period [3] Industry Context - Yao Pi Glass operates within the building materials sector, specifically in glass manufacturing, and is associated with concepts such as renewable energy, solar energy, energy conservation, photovoltaic glass, and BYD concepts [2]

Group 1 - The core viewpoint of the news is that Yao Pi Glass has seen a stock price increase of 5.58%, reaching 7.38 CNY per share, with a total market capitalization of 6.9 billion CNY [1] - Yao Pi Glass specializes in the production and sale of various types of glass, with its main business revenue composition being: automotive processed glass 38.72%, architectural processed glass 35.22%, float glass 32.77%, and other supplementary products 1.70% [1] Group 2 - Among the top circulating shareholders of Yao Pi Glass, a fund under Huatai-PineBridge has reduced its holdings by 311,700 shares, now holding 2.8038 million shares, which accounts for 0.3% of the circulating shares [2] - The China Securities Shanghai State-Owned Enterprises ETF (510810) has achieved a year-to-date return of 6.12% and a one-year return of 40.12% [2]

Market Overview - On September 15, the glass and fiberglass sector rose by 0.59% compared to the previous trading day, with Zhongcai Technology leading the gains [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Stock Performance - Zhongcai Technology (002080) closed at 36.15, up 4.84% with a trading volume of 539,400 shares and a transaction value of 1.918 billion [1] - Other notable performers include: - Sanxia New Material (600293) at 3.20, up 1.59% [1] - Honghe Technology (603256) at 40.12, up 1.19% [1] - Conversely, China Jushi (600176) closed at 15.36, down 1.35% with a trading volume of 618,400 shares and a transaction value of 950 million [1][2] Capital Flow - The glass and fiberglass sector experienced a net outflow of 38.1864 million from institutional investors and 41.0712 million from speculative funds, while retail investors saw a net inflow of 79.2575 million [2] - The capital flow for key stocks includes: - Zhongcai Technology with a net inflow of 196 million from institutional investors [3] - Honghe Technology with a net inflow of 20.4092 million from institutional investors [3] - China Jushi with a net outflow of 11.5422 million from institutional investors [3]

Core Viewpoint - Shanghai Yaopi Glass Group Co., Ltd. has received an inquiry letter from the Shanghai Stock Exchange regarding its application for a specific stock issuance, indicating ongoing regulatory scrutiny and the need for compliance with financial disclosure requirements [1][2]. Group 1 - The company received the inquiry letter on August 8, 2025, from the Shanghai Stock Exchange, which raised questions about the submitted application for issuing stocks to specific investors [1]. - In response to the inquiry, the company, along with relevant intermediaries, conducted a thorough review and provided explanations and analyses for each question raised in the inquiry letter [2]. - The company updated its fundraising prospectus and related application documents to reflect the financial data from its 2025 semi-annual report, which has already been publicly disclosed [2]. Group 2 - The issuance of A-shares to specific investors is subject to approval from the Shanghai Stock Exchange and registration consent from the China Securities Regulatory Commission, indicating that the process is not yet finalized [2]. - The company will continue to fulfill its information disclosure obligations in accordance with relevant laws and regulations regarding the issuance of stocks to specific investors [2].