证券日报网讯9月24日晚间，美思德（603041）发布公告称，公司不存在逾期担保情形。 ...

证券代码：603041 证券简称：美思德 公告编号：2025-027 关于为子公司提供担保的进展公告 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： 担保对象及基本情况 | | 被担保人名称 本次担保金额 | 5,000 万元 | 美思德（吉林）新材料有限公司 | | --- | --- | --- | --- | | 担保对 | 已实际为其提供的担保余额 | | | | 象 | | 3,442.36 万元 | | | | 是否在前期预计额度内 | 是 □否 | □不适用：_________ | | | 本次担保是否有反担保 | □是 否 | □不适用：_________ | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | 截至本公告日上市公司及其控股子 | 3,442.36 | | 公司对外担保余额（万元） | | | 对外担保余额占上市公司最近一期 | 2.32 | | 经审计净资产的比例（%） | | | 特别风险提示（如有请勾选） | □对外担保总额（含 ...

证券代码：603041 证券简称：美思德 公告编号： 2025-027 关于为子公司提供担保的进展公告 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： 担保对 象 被担保人名称 美思德（吉林）新材料有限公司 本次担保金额 5,000 万元 已实际为其提供的担保余额 3,442.36 万元 是否在前期预计额度内 是 □否 □不适用：_________ 本次担保是否有反担保 □是 否 □不适用：_________ 担保对象及基本情况 累计担保情况 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | 截至本公告日上市公司及其控股子 公司对外担保余额（万元） | 3,442.36 | | 对外担保余额占上市公司最近一期 经审计净资产的比例（%） | 2.32 | | | □对外担保总额（含本次）超过上市公司最近 | | | 一期经审计净资产 50% | | | □对外担保总额（含本次）超过上市公司最近 | | 特别风险提示（如有请勾选） | 一期经审计净资产 100% | | | □对合并报 ...

Group 1 - Jiang Jianchun, an academician of the Chinese Academy of Engineering, emphasized the importance of the collaboration between Meiside Chemical and the Institute of Chemical Industry of Forestry Products, highlighting the complementary advantages and collaborative innovation [2] - The joint laboratory will focus on the research and promotion of bio-based polyurethane materials, bio-based additives, and bio-modification technologies, aiming to create an innovative research platform and industrialization base [2][3] - Meiside Chemical plans to leverage its strengths in organic silicon surfactants and organic amine catalysts to develop high-performance, cost-effective, and environmentally friendly new polyurethane materials [2][3] Group 2 - The collaboration aims to accelerate the green transformation of products, with a focus on overcoming key technical bottlenecks related to material performance, cost, and environmental standards [3] - The goal is to achieve a seamless connection from basic research to technology development, engineering scaling, and market application [2][3] - The partnership is expected to yield significant results within three to five years, including breakthroughs in technological innovation and industry cooperation, as well as the establishment of a long-term mechanism for cultivating high-level professionals [2][3]

Core Insights - Meiside (603041) reported a total revenue of 310 million yuan for the first half of 2025, reflecting a year-on-year increase of 5.76%, while the net profit attributable to shareholders decreased by 42.72% to 32.4654 million yuan [1] - The company's accounts receivable is notably high, with accounts receivable accounting for 137.19% of the latest annual net profit [1] - The gross margin decreased by 43.71% to 22.37%, and the net margin fell by 44.6% to 10.49% [1] Financial Performance - Q2 revenue was 143 million yuan, down 2.03% year-on-year, with a net profit of 20.3633 million yuan, a decline of 21.05% [1] - Total expenses (selling, administrative, and financial) amounted to 19.6747 million yuan, representing 6.35% of revenue, a decrease of 37.18% year-on-year [1] - Earnings per share decreased by 41.94% to 0.18 yuan, while operating cash flow per share increased by 35.97% to 0.3 yuan [1] Significant Changes in Financial Items - Accounts receivable financing decreased by 65.54% due to increased collection of bank acceptance bills [2] - Long-term equity investments decreased by 100% due to the disposal of an associate [3] - Construction in progress increased by 79.57% due to higher construction costs for Meiside (Jilin) [4] Other Financial Metrics - Right-of-use assets increased by 381.49% due to new lease contracts [5] - Contract liabilities decreased by 47.0% due to a reduction in advance payments received for goods [6] - Employee compensation payable decreased by 31.39% due to the distribution of year-end bonuses for 2024 [7] Tax and Liabilities - Taxes payable increased by 36.27% due to higher corporate income tax [8] - Non-current liabilities due within one year increased by 220.15% due to new lease contracts [9] - Deferred income increased by 86.06% due to government subsidies related to assets [10] Operational Insights - The company's return on invested capital (ROIC) was 3.69%, indicating weak capital returns, with a historical median ROIC of 8.84% since its listing [10] - The company has a healthy cash asset position, suggesting good liquidity [10] - Attention is advised on the accounts receivable situation, which is significantly high relative to profit [10]

Core Viewpoint - Meiside's stock price has experienced a decline, reflecting challenges in profitability despite a slight increase in revenue [1] Financial Performance - For the first half of 2025, Meiside reported a revenue of 310 million yuan, representing a year-on-year growth of 5.76% [1] - The net profit attributable to shareholders was 32.47 million yuan, showing a significant year-on-year decrease of 42.72% [1] Stock Market Activity - As of August 22, 2025, Meiside's stock closed at 14.21 yuan, down by 0.56 yuan or 3.79% from the previous trading day [1] - The stock reached a high of 16.24 yuan and a low of 13.72 yuan during the trading session, with a total trading volume of 480 million yuan and a turnover rate of 17.67% [1] - On August 22, there was a net outflow of 36.45 million yuan in principal funds, accounting for 1.4% of the circulating market value [1] - Over the past five days, the cumulative net outflow of principal funds was 17.55 million yuan, representing 0.67% of the circulating market value [1] Business Overview - Meiside specializes in the research, production, and sales of chemical products, focusing on areas such as building energy efficiency and specialized new technologies [1] - The company is headquartered in Jiangsu and is categorized as a micro-cap stock [1]

Group 1 - The core point of the article is that Meiside reported its semi-annual financial results for 2025, showing a revenue increase but a significant decline in net profit [1] - The company achieved operating revenue of 309,597,336.87 yuan, representing a year-on-year growth of 5.76% [1] - The net profit attributable to shareholders of the listed company was 32,465,409.99 yuan, which reflects a year-on-year decrease of 42.72% [1]

Core Viewpoint - Meiside (603041.SH) reported a revenue of 310 million yuan for the first half of 2025, reflecting a year-on-year growth of 5.76% [1] Financial Performance - The net profit attributable to shareholders of the listed company was 32.4654 million yuan, showing a year-on-year decline of 42.72% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 27.589 million yuan, down 45.82% year-on-year [1] - Basic earnings per share were 0.18 yuan [1]

Core Viewpoint - Meiside (603041) experienced a decline of 3.79% today, with a trading volume of 480 million yuan and a fluctuation of 18.37% [2] Trading Activity - The stock had a turnover rate of 17.67% and was listed on the Shanghai Stock Exchange due to its daily fluctuation value reaching 18.37% [2] - The total net selling by brokerage seats amounted to 12.49 million yuan, with the top five brokerage seats accounting for a total transaction of 81.66 million yuan [2] - The largest buying brokerage was Guosen Securities with a purchase amount of 12.28 million yuan, while the largest selling brokerage was China Galaxy Securities with a selling amount of 11.52 million yuan [2] Fund Flow - The stock saw a net outflow of 50.86 million yuan from main funds today, including a net outflow of 18.33 million yuan from large orders [2] - Over the past five days, the net outflow of main funds totaled 33.38 million yuan [2] Financial Performance - The company reported a revenue of 167 million yuan for the first quarter, representing a year-on-year growth of 13.49% [2] - However, the net profit for the same period was 12.10 million yuan, showing a significant year-on-year decline of 60.82% [2]

Group 1 - The company disclosed its 2025 semi-annual operating data, including production, sales, and revenue figures for its main products [1] - Total production for major products reached 12,539.21 tons, with total revenue amounting to 302.58 million yuan [1] - The company reported a decrease in the selling price of hard foam additives by 10.47% year-on-year and 4.24% month-on-month [1] Group 2 - The selling price of soft foam additives increased by 6.85% year-on-year but decreased by 0.32% month-on-month [1] - The procurement price of major raw materials showed a year-on-year decrease, with organic silicon monomer down by 10.85% and allyl alcohol polyether down by 8.15% [1] - No other significant events affecting the company's production and operations were reported during the reporting period [1]