Strong Stocks - As of August 29, the Shanghai Composite Index rose by 0.37% to 3857.93 points, the Shenzhen Component Index increased by 0.99% to 12696.15 points, and the ChiNext Index climbed by 2.23% to 2890.13 points [1] - A total of 79 stocks in the A-share market hit the daily limit, with the top three strong stocks being: RIFENG (002953), China Rare Earth (000831), and Aipu (603020) [1] - Detailed data for the top 10 strong stocks includes metrics such as trading volume, turnover rate, and net buying amount from the top trading accounts [1] Strong Concept Sectors - The top three concept sectors with the highest gains are: Military Equipment Restructuring Concept (3.57%), Sodium-Ion Battery (2.41%), and Graphite Electrode (2.32%) [2] - The top 10 concept sectors show varying percentages of rising and falling constituent stocks, indicating market trends and investor sentiment [2] - The Military Equipment Restructuring Concept has a high percentage of rising stocks at 85.71%, while the Graphite Electrode sector has a significant 52.0% of falling stocks [2]

Market Overview - On August 29, the chemical products sector rose by 0.89%, with Aipu Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] Top Gainers in Chemical Sector - Aipu Co., Ltd. (603020) closed at 10.87, up 10.02% with a trading volume of 402,700 shares and a turnover of 424 million yuan [1] - Jianye Co., Ltd. (603948) closed at 29.17, up 9.99% with a trading volume of 49,200 shares and a turnover of 144 million yuan [1] - AkzoNobel (603722) closed at 56.46, up 8.16% with a trading volume of 63,500 shares and a turnover of 347 million yuan [1] - JuHua Co., Ltd. (600160) closed at 38.69, up 6.88% with a trading volume of 792,300 shares and a turnover of 3.027 billion yuan [1] Top Losers in Chemical Sector - ST Quantai (300225) closed at 5.16, down 7.03% with a trading volume of 300,300 shares and a turnover of 159 million yuan [2] - Matsui Co., Ltd. (688157) closed at 40.36, down 6.57% with a trading volume of 55,000 shares and a turnover of 226 million yuan [2] - Kaimete Gas (002549) closed at 15.98, down 4.65% with a trading volume of 1,144,000 shares and a turnover of 1.873 billion yuan [2] Fund Flow Analysis - The chemical products sector experienced a net outflow of 1.219 billion yuan from institutional investors, while retail investors saw a net inflow of 701 million yuan [2] - The sector's overall fund flow indicates a mixed sentiment, with institutional selling and retail buying [2] Individual Stock Fund Flow - Sanmei Co., Ltd. (603379) had a net inflow of 90.6979 million yuan from institutional investors, while retail investors had a net outflow of 11.25% [3] - Newhan New Materials (301076) saw a net inflow of 90.5876 million yuan from institutional investors, with a retail net outflow of 8.07% [3] - Silicon Treasure Technology (300019) had a net inflow of 78.6861 million yuan from institutional investors, but retail investors experienced a net outflow of 5.19% [3]

Group 1 - The core point of the article is that Aipu Co., Ltd. (SH 603020) held its 23rd meeting of the 5th Board of Directors on August 27, 2025, to review the proposal for the 2025 semi-annual report and summary [1] - In the fiscal year from January to December 2024, Aipu Co., Ltd. reported that 99.13% of its revenue came from the food industry, while other businesses accounted for 0.87% [1]

Group 1 - Aipu Co., Ltd. (603020) experienced a trading halt today with a turnover rate of 7.43% and a transaction amount of 276 million yuan, showing a fluctuation of 10.14% [1] - The stock was listed on the Shanghai Stock Exchange due to a daily price deviation of 8.88%, with a net buying amount of 25.28 million yuan from brokerage seats [1] - The top five brokerage seats accounted for a total transaction amount of 95.76 million yuan, with a buying amount of 60.52 million yuan and a selling amount of 35.24 million yuan, resulting in a net buying of 25.28 million yuan [1] Group 2 - The leading buying brokerage was Kaiyuan Securities Co., Ltd. with a buying amount of 18.01 million yuan, while the top selling brokerage was China Merchants Securities Co., Ltd. with a selling amount of 7.98 million yuan [1] - The stock saw a net inflow of 73.03 million yuan from main funds today, including a net inflow of 61.63 million yuan from large orders and 11.40 million yuan from medium orders [1] - Over the past five days, the net inflow of main funds reached 64.63 million yuan [1] Group 3 - On August 28, the company reported its semi-annual financial results, achieving an operating income of 1.236 billion yuan, a year-on-year decrease of 14.87%, while net profit reached 83.10 million yuan, a year-on-year increase of 33.85% [1]

Core Insights - The company reported a total revenue of 1.236 billion yuan for the first half of 2025, ranking 42nd among disclosed peers [1] - The net profit attributable to shareholders was 83.1049 million yuan, an increase of 21.0187 million yuan compared to the same period last year, representing a year-on-year growth of 33.85% [1] - The company experienced a negative cash flow from operating activities amounting to -6.5858 million yuan [1] Financial Performance - The latest debt-to-asset ratio is 7.96%, ranking 10th among disclosed peers, a decrease of 1.51 percentage points from the same period last year [1] - The gross profit margin is 16.50%, showing an increase of 0.05 percentage points from the previous quarter [1] - The return on equity (ROE) is 2.54%, up by 0.57 percentage points compared to the same period last year [1] Earnings Metrics - The diluted earnings per share (EPS) is 0.22 yuan, ranking 60th among disclosed peers, with an increase of 0.06 yuan compared to the same period last year, reflecting a year-on-year growth of 33.82% [1] - The total asset turnover ratio is 0.34 times, ranking 34th among disclosed peers [1] - The inventory turnover ratio is 2.22 times, an increase of 0.10 times compared to the same period last year, marking a year-on-year growth of 4.48% [1] Shareholder Structure - The number of shareholders is 19,100, with the top ten shareholders holding 167 million shares, accounting for 43.46% of the total share capital [1] - The largest shareholder, Wei Zhonghao, holds 30.53% of the shares [1] - Other notable shareholders include Shanghai Yile Industrial Co., Ltd. (3.48%) and Shanghai Xinyu Investment Management Co., Ltd. (2.54%) [1]

独立董事提名人声明与承诺 提名人爱普香料集团股份有限公司董事会，现提名章孝棠先生为 爱普香料集团股份有限公司第六届董事会独立董事候选人，并已充分 了解被提名人职业、学历、职称、详细的工作经历、全部兼职、有无 重大失信等不良记录等情况。被提名人已同意出任爱普香料集团股份 有限公司第六届董事会独立董事候选人（参见该独立董事候选人声 明）。提名人认为，被提名人具备独立董事任职资格，与爱普香料集团 股份有限公司之间不存在任何影响其独立性的关系，具体声明并承诺 如下： 一、被提名人具备上市公司运作的基本知识，熟悉相关法律、行 政法规、规章及其他规范性文件，具有 5 年以上法律、经济、会计、 财务、管理或者其他履行独立董事职责所必需的工作经验。 被提名人已经参加培训并取得上海证券交易所认可的相关培训证 明材料。 二、被提名人任职资格符合下列法律、行政法规和部门规章的要 求： （一）《中华人民共和国公司法》关于董事任职资格的规定； （二）《中华人民共和国公务员法》关于公务员兼任职务的规定； （三）中国证监会《上市公司独立董事管理办法》、上海证券交易 所自律监管规则以及公司章程有关独立董事任职资格和条件的相关规 定； （四） ...

独立董事提名人声明与承诺 提名人爱普香料集团股份有限公司董事会，现提名王锡昌先生为 爱普香料集团股份有限公司第六届董事会独立董事候选人，并已充分 了解被提名人职业、学历、职称、详细的工作经历、全部兼职、有无 重大失信等不良记录等情况。被提名人已同意出任爱普香料集团股份 有限公司第六届董事会独立董事候选人（参见该独立董事候选人声 明）。提名人认为，被提名人具备独立董事任职资格，与爱普香料集团 股份有限公司之间不存在任何影响其独立性的关系，具体声明并承诺 如下： 一、被提名人具备上市公司运作的基本知识，熟悉相关法律、行 政法规、规章及其他规范性文件，具有 5 年以上法律、经济、会计、 财务、管理或者其他履行独立董事职责所必需的工作经验。 被提名人已经参加培训并取得上海证券交易所认可的相关培训证 明材料。 二、被提名人任职资格符合下列法律、行政法规和部门规章的要 求： （九）《银行业金融机构董事（理事）和高级管理人员任职资格管 理办法》《保险公司董事、监事和高级管理人员任职资格管理规定》《保 险机构独立董事管理办法》等的相关规定； （一）《中华人民共和国公司法》关于董事任职资格的规定； （二）《中华人民共和国公务员 ...

证券代码：603020 证券简称：爱普股份 公告编号：2025-035 单位：万元 币种：人民币 | 产品类别 | 2025 年半年度 | 2024 年半年度 | 同比变动(%) | | --- | --- | --- | --- | | 香精 | 32,817.67 | 30,118.95 | 8.96 | | 香料 | 8,152.29 | 8,609.69 | -5.31 | | 食品配料 | 81,389.60 | 105,279.25 | -22.69 | | 小计 | 122,359.56 | 144,007.89 | -15.03 | 二、报告期经销商变动情况 公司通过直销模式进行产品销售，无经销商。公司在全国重要省市设立销售 子公司，自有销售团队可以针对重要客户进行产品开发和业务渗透，在现有产品 的基础上通过导入产品组合、香精和食品配料的一体化服务，提升客户对公司产 品和服务的全方位认知，建立战略伙伴关系；同时，与地方性贸易批发商合作， 由其对接当地或周边地区的小规模客户，从而提升公司产品的辐射度和影响力， 扩大公司产品的市场占有率。 以上经营数据仅供投资者及时了解公司生产经营概况之用，公司董 ...

独立董事提名人声明与承诺 提名人爱普香料集团股份有限公司董事会，现提名王众先生为爱 普香料集团股份有限公司第六届董事会独立董事候选人，并已充分了 解被提名人职业、学历、职称、详细的工作经历、全部兼职、有无重 大失信等不良记录等情况。被提名人已同意出任爱普香料集团股份有 限公司第六届董事会独立董事候选人（参见该独立董事候选人声明）。 提名人认为，被提名人具备独立董事任职资格，与爱普香料集团股份 有限公司之间不存在任何影响其独立性的关系，具体声明并承诺如下： 一、被提名人具备上市公司运作的基本知识，熟悉相关法律、行 政法规、规章及其他规范性文件，具有 5 年以上法律、经济、会计、 财务、管理或者其他履行独立董事职责所必需的工作经验。 被提名人已经参加培训并取得上海证券交易所认可的相关培训证 明材料。 二、被提名人任职资格符合下列法律、行政法规和部门规章的要 求： （一）《中华人民共和国公司法》关于董事任职资格的规定； （二）《中华人民共和国公务员法》关于公务员兼任职务的规定； （三）中国证监会《上市公司独立董事管理办法》、上海证券交易 所自律监管规则以及公司章程有关独立董事任职资格和条件的相关规 定； （四）中共 ...

关于修订、制定、废止公司内部治理制度的公告 证券代码：603020 证券简称：爱普股份 公告编号：2025-034 爱普香料集团股份有限公司 本次修订、制定的上述内部治理制度尚需提交公司股东大会审议通过，具 体内容详见上海证券交易所网站（www.sse.com.cn）。 特此公告。 爱普香料集团股份有限公司董事会 2025 年 8 月 28 日 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个别及连带责任。 为了进一步提升爱普香料集团股份有限公司（以下简称：公司）的规范运 作水平，完善公司治理结构，根据《中华人民共和国公司法》、《上市公司章程 指引（2025 年修订）》、《上海证券交易所股票上市规则》等法律、法规和规范 性文件的相关规定并结合本公司的实际情况，公司于 2025 年 8 月 27 日召开第 五届董事会第二十三次会议，逐项审议并通过了《关于修订、制定、废止无需 提交公司股东大会审议的内部治理制度的议案》、《关于修订、制定需要提交公 司股东大会审议的内部治理制度的议案》等两项议案，对公司的内部治理制度 进行了系统性的梳理，修订 ...