（文章来源：每日经济新闻） 每经AI快讯，东风股份8月29日晚间披露半年报，公司上半年实现营业收入50.31亿元，同比下降 13.22%；归属于上市公司股东的净利润9720.61万元，同比增长48.66%；基本每股收益0.0486元。 ...

Core Viewpoint - Dongfeng Group reported a significant reduction in net loss for the first half of 2025, indicating substantial improvement in operational quality despite ongoing strategic transformation [1] Financial Performance - The company achieved operating revenue of 604 million yuan in the first half of 2025 [1] - The net loss attributable to shareholders was 61.31 million yuan, a reduction of 52.87% year-on-year, reflecting a notable narrowing of losses [1] Strategic Focus - Dongfeng Group is undergoing a strategic transformation, with a focus on high-tech solid-state and semi-solid battery materials in the new energy sector [1][2] - The company aims to enhance its scale advantages in the Class I pharmaceutical packaging sector to solidify its profit base [1] Business Development - The company’s product portfolio includes new energy separators, PET-based films, PVA high-barrier films, and various pharmaceutical packaging products [1] - Dongfeng Group is actively extending its industrial chain in the new energy battery materials sector, focusing on core materials for semi-solid and solid-state batteries [2] Industry Trends - The Ministry of Industry and Information Technology and local governments have issued multiple policy documents to support the long-term development of solid-state batteries [3] - It is projected that China's solid-state battery shipments will reach 18 GWh by 2027 and 30 GWh by 2028, indicating a significant growth trajectory for the industry [3] Research and Development - The company has achieved several milestones in the new energy materials and solid-state battery fields through partnerships with universities and industry leaders [4] - Collaborations have led to the development of advanced packaging materials and battery components, enhancing the company's competitive edge [4] Corporate Governance - The controlling shareholder of Dongfeng Group has changed to Qizhou Zhishang Enterprise Management Partnership, with the actual controller being the Qizhou State-owned Assets Supervision and Administration Commission [5] - This transition marks the integration of the company's governance system into the state-owned enterprise framework [5] Future Outlook - Under the guidance of Qizhou State-owned Assets, Dongfeng Group will focus on high-end new energy materials and cluster development in pharmaceutical packaging [6] - The company plans to enhance its operational capabilities while optimizing resource allocation in its core business areas [6]

Group 1 - Dongfeng Group (SH 601515) announced the convening of its sixth fourth board meeting on August 27, 2025, to review the 2025 semi-annual report and its summary [1] - For the first half of 2025, Dongfeng Group's revenue composition was as follows: pharmaceutical packaging accounted for 41.31%, membrane new materials for 34.19%, paper products for 14.47%, other businesses for 6.53%, and others for 3.06% [1] - As of the report date, Dongfeng Group's market capitalization was 8.8 billion yuan [1]

经中国证监会《关于核准汕头东风印刷股份有限公司非公开发行股票的批复》 （证监许可[2021]611 号）文件核准，公司以非公开发行股票方式向特定对象发行 人民币普通股（A 股）股票 201,320,132 股，发行价格为人民币 6.06 元/股。本次 非公开发行 A 股募集资金总额为人民币 1,219,999,999.92 元，扣除发行费用（不含 增值税）人民币 19,861,657.37 元后，本次发行实际募集资金净额为人民币 1,200,138,342.55 元。苏亚金诚会计师事务所（特殊普通合伙）已对本次非公开发 行 A 股股票的募集资金实际到位情况进行了审验，并于 2021 年 10 月 13 日出具了 苏亚验[2021]29 号《验资报告》。公司对募集资金采取专户存储制度，设立了相关 募集资金专项账户。本次发行募集资金到账后，已全部存放于募集资金专项账户 内，公司及原实施募投项目的全资子公司湖南福瑞印刷有限公司已与保荐机构、 存放募集资金的银行签署了《募集资金专户存储三方监管协议》及《募集资金专 户存储四方监管协议》，共同监督募集资金的使用。 （二）原募投项目之一"湖南福瑞高端包装印刷智能工厂技改搬 ...

证券代码：601515 证券简称：东峰集团 公告编号：临 2025-064 广东东峰新材料集团股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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。 重要内容提示： http://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 9 月 26 日（星期五）至 10 月 10 日（星期五）16:00 前 登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 zqb@dfp.com.cn 进行提问。公司将在说明会上对投资者普遍关注的问题进行回 答。 广东东峰新材料集团股份有限公司（以下简称"公司"）已于 2025 年 8 月 29 日发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度的经营成果、财务状况等相关情况，公司计划于 2025 年 10 月 13 日上午 11:00-12:00 举行 2025 年半年度业绩说明会，就投资者关心的问题进行 交流。 一、说明会类型 本次投 ...

证券代码：601515 证券简称：东峰集团 公告编号：临 2025-062 广东东峰新材料集团股份有限公司 第六届监事会第三次会议决议公告 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。 4、监事会在提出本意见前，没有发现参与《公司 2025 年半年度报告及其摘 要》编制和审议的人员有违反保密规定的行为。 表决结果：同意 3 票，反对 0 票，弃权 0 票。 二、审议通过《公司 2025 年半年度募集资金存放与实际使用情况的专项报 告》； 广东东峰新材料集团股份有限公司（以下简称"公司"）第六届监事会第三 次会议于 2025 年 8 月 27 日在公司会议室以现场结合通讯表决方式召开，会议通 知已于 2025 年 8 月 22 日以电子邮件、微信和电话等方式送达全体监事。本次会 议应出席监事 3 名，实际出席 3 名（其中：不存在监事委托出席的情况、以通讯 表决方式出席会议的监事 1 名），不存在监事缺席会议的情况。会议由公司监事 会主席林美绚女士主持，公司董事会秘书（代行）等相关人员列席了本次会议， 会议召开符合相关法律、行 ...

证券代码：601515 证券简称：东峰集团 公告编号：临 2025-061 广东东峰新材料集团股份有限公司 第六届董事会第四次会议决议公告 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。 审计委员会意见：公司 2025 年半年度报告的编制和审议程序符合法律法规、 规范性文件、《公司章程》和公司内部管理制度的各项规定，且未发现参与 2025 年半年度报告编制和审议的人员存在违规行为。公司 2025 年半年度报告包含的 信息真实、全面、准确地反映了公司报告期内的财务状况和经营成果。同意将本 议案提交公司董事会审议。 二、审议通过《公司 2025 年半年度募集资金存放与实际使用情况的专项报 告》； 表决结果：同意 7 票，反对 0 票，弃权 0 票。 特此公告。 广东东峰新材料集团股份有限公司 董事会 广东东峰新材料集团股份有限公司（以下简称"公司"）第六届董事会第四 次会议于 2025 年 8 月 27 日在公司会议室以现场结合通讯表决方式召开，会议通 知已于 2025 年 8 月 17 日以电子邮件、微信和电话等方式送达全体董事 ...

广东东峰新材料集团股份有限公司2025 年半年度报告 公司代码：601515 公司简称：东峰集团 广东东峰新材料集团股份有限公司 2025 年半年度报告 1 / 179 广东东峰新材料集团股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、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。 四、 公司负责人苏凯、主管会计工作负责人李治军及会计机构负责人（会计主管人员）陈泽娴 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 无 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告所涉及的未来计划、发展战略等前瞻性描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 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 不适用 十一、 其他 □适用 √不适用 ...

Major Events - Huizhi Technology's president Liu Yuping is under investigation by the China Securities Regulatory Commission for insider trading, which is unrelated to the company's daily operations [3] - Dongfeng Technology's indirect shareholder Dongfeng Investment will become an indirect shareholder of the company following a merger agreement, with no significant impact on the company's operations [4] - Huayi Technology is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange to enhance its international brand recognition and competitiveness [5] - Sungrow Power is also planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange to deepen its global strategy and enhance its brand image [6] - Kede Education holds a 5.53% stake in Zhonghao Xinying, which does not constitute a controlling relationship and will not significantly impact the company's profits [7][8] - Dongfeng Shares will see Dongfeng Investment become its direct controlling shareholder after a merger, holding 55% of the shares [9] - Anke Biological's product, a long-acting recombinant follicle-stimulating hormone injection, has been approved for sale in mainland China and Hong Kong [10] Financial Performance - Great Wall Military Industry reported a loss of 27.4 million yuan in the first half of 2025, despite a 29.55% increase in revenue to 699 million yuan [11] - Nairui Radar's net profit surged by 867% to 56.9 million yuan, driven by significant contract growth and faster receivables collection [12] - Tuo Wei Information's net profit increased by 2262.83% to 78.8 million yuan, despite a 24.42% decline in revenue [13] - Sungrow Power's net profit rose by 55.97% to 7.735 billion yuan, with revenue increasing by 40.34% to 43.533 billion yuan [14] - Youzu Network's net profit grew by 989.31% to 50.16 million yuan, despite a slight decline in revenue [15] - Qiming Information's net profit increased by 2568.5% to 14.19 million yuan, with a 6.51% rise in revenue [16] - Tianfu Communication's net profit grew by 37% to 899 million yuan, with revenue increasing by 57.84% [18] - Baosteel's net profit increased by 40% to 151 million yuan, despite an 11.02% decline in revenue [19] - Taotao Vehicle's net profit rose by 88.04% to 342 million yuan, with revenue increasing by 23.19% [20] - Jiusiyuan's net profit decreased by 9.46% to 222.9 million yuan, with a 4.84% decline in revenue [21] - Shutaishen reported a net loss of 24.64 million yuan, with a 31.14% decline in revenue [22] Shareholding Changes - Hengsheng Electronics' director Jiang Jiansheng plans to reduce his holdings by up to 8 million shares, representing 0.42% of the company's total shares [23]

Core Viewpoint - Several companies have announced significant developments, including insider trading investigations, mergers, and financial performance updates, which may present investment opportunities and risks for stakeholders [2]. Company Announcements - **汇顶科技**: The president, 柳玉平, is under investigation by the China Securities Regulatory Commission for insider trading, which is unrelated to the company's operations [3]. - **东风科技**: 东风投资 will become an indirect shareholder following a merger with 东风汽车集团, with no significant impact on the company's operations [4]. - **华依科技**: The company is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international presence [5]. - **阳光电源**: The company has approved plans to issue H-shares and list on the Hong Kong Stock Exchange to strengthen its global strategy [6]. - **科德教育**: The company holds a 5.53% stake in 中昊芯英, which does not constitute a controlling interest and will not significantly impact its financials [7]. - **东风股份**: Following a merger, 东风投资 will directly hold 55% of the company, with no change in control [8]. - **安科生物**: The company has received approval for its product, a long-acting recombinant follicle-stimulating hormone injection, marking a significant milestone in its product offerings [9]. Financial Performance - **长城军工**: Reported a loss of 27.4 million yuan in the first half of 2025, despite a 29.55% increase in revenue to 699 million yuan [10][11]. - **纳睿雷达**: Achieved a net profit of 56.9 million yuan, a 867% increase, with revenue of 155 million yuan, up 112.84% [12]. - **拓维信息**: Reported a net profit of 78.8 million yuan, a 2262.83% increase, despite a 24.42% decline in revenue [13]. - **阳光电源**: Achieved a net profit of 7.735 billion yuan, a 55.97% increase, with revenue of 43.533 billion yuan, up 40.34% [14]. - **游族网络**: Reported a net profit of 50.2 million yuan, a 989.31% increase, with revenue of 688 million yuan, down 1.93% [15]. - **启明信息**: Achieved a net profit of 14.2 million yuan, a 2568.5% increase, with revenue of 33 million yuan, up 6.51% [16]. - **天孚通信**: Reported a net profit of 899 million yuan, a 37.46% increase, with revenue of 2.456 billion yuan, up 57.84% [17]. - **包钢股份**: Achieved a net profit of 151 million yuan, a 39.99% increase, despite an 11.02% decline in revenue [18]. - **涛涛车业**: Reported a net profit of 342 million yuan, an 88.04% increase, with revenue of 1.713 billion yuan, up 23.19% [19]. - **今世缘**: Reported a net profit of 2.229 billion yuan, a 9.46% decrease, with revenue of 6.95 billion yuan, down 4.84% [20]. - **舒泰神**: Reported a net loss of 24.6 million yuan, with revenue of 126 million yuan, down 31.14% [21]. Shareholding Changes - **恒生电子**: A director plans to reduce holdings by up to 8 million shares, representing 0.42% of the total share capital [22].