证券日报网讯 9月8日晚间，中策橡胶发布公告称，公司在中信银行股份有限公司杭州分行开立的募集 资金专项账户（账号：8110801013403130457）以及公司子公司中策橡胶（泰国）有限公司在中国银行 （泰国）股份有限公司罗勇分行开立的募集资金专项账户（账号：100000301286598、 （编辑 任世碧） 100000301286600）专门用于泰国募投项目。鉴于上述账户中的募集资金已全部转出，且后续泰国募投 项目均以自有资金投入，上述募集资金专项账户不再使用，为方便账户管理，公司已办理完毕上述账户 的销户手续，签署的《募集资金专户存储三方监管协议》随之终止。 ...

| 开户主体 | 开户银行 | 募集资金专户账号 | 账户状态 | | --- | --- | --- | --- | | 中策橡胶集团股 份有限公司 | 中国农业银行股份有限 公司杭州解放路支行 | 19025101040047372 | 正常使用 | | 中策橡胶集团股 份有限公司 | 招商银行股份有限公司 杭州分行 | 571900069010000 | 正常使用 | | 中策橡胶集团股 份有限公司 | 中国工商银行股份有限 公司杭州分行营业部 | 1202021129800945412 | 正常使用 | 证券代码：603049 证券简称：中策橡胶 公告编号：2025-030 中策橡胶集团股份有限公司 关于注销部分募集资金专项账户的公告 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。 一、募集资金基本情况 2025 年 2 月 26 日，中策橡胶集团股份有限公司（以下简称"公司"或者"中 策橡胶"）收到中国证券监督管理委员会出具的《关于同意中策橡胶集团股份有 限公司首次公开发行股票注册的批复》（证监许可[2025]355 ...

Group 1 - A new stock, Aifenda, issued 21.67 million shares at a price of 27.69 yuan, raising 600 million yuan [1] - As of September 1, 2023, 65 companies have completed initial public offerings (IPOs) this year, raising a total of 64.461 billion yuan, with an average fundraising of 999.2 million yuan per company [1] - Among the IPOs, 11 companies raised over 1 billion yuan, with one company exceeding 10 billion yuan, while 28 companies raised between 500 million and 1 billion yuan, and 26 companies raised less than 500 million yuan [1] Group 2 - Huadian New Energy is the company with the highest fundraising this year, raising 18.171 billion yuan primarily for wind and solar power projects [2] - Zhongce Rubber follows with 4.066 billion yuan raised, mainly for working capital and green digital factory projects [2] - Other notable fundraisers include Tianyouwei, Yitang Co., and Yingshi Innovation, raising 3.740 billion yuan, 2.497 billion yuan, and 1.938 billion yuan respectively [2] Group 3 - The average IPO price this year is 21.94 yuan, with four companies pricing above 50 yuan, the highest being Tianyouwei at 93.50 yuan [2] - The lowest IPO prices include Huadian New Energy at 3.18 yuan and Tiangong Co. at 3.94 yuan [2] - Geographically, most IPOs are concentrated in Jiangsu, Guangdong, and Zhejiang, with fundraising amounts led by Fujian, Zhejiang, and Jiangsu at 18.171 billion yuan, 10.174 billion yuan, and 8.829 billion yuan respectively [2]

Summary of Key Points Core Viewpoint - In the first eight months of 2025, a total of 67 new companies were listed on the Shanghai Stock Exchange, Shenzhen Stock Exchange, and Beijing Stock Exchange, raising a total of 65.38 billion yuan [1]. Group 1: Listing Overview - 23 companies were listed on the main board, 24 on the ChiNext, 8 on the Sci-Tech Innovation Board, and 12 on the Beijing Stock Exchange [1]. - The listed companies are distributed across 16 provinces, municipalities, and autonomous regions, with Jiangsu having the highest number at 17 companies [1][2]. Group 2: Fundraising by Province - Jiangsu Province: 17 companies raised a total of 8.07 billion yuan [2]. - Guangdong Province: 13 companies raised a total of 9.30 billion yuan [2]. - Zhejiang Province: 12 companies raised a total of 10.17 billion yuan [2]. - Anhui Province: 5 companies raised a total of 3.15 billion yuan [3]. Group 3: Top Fundraising Companies - The top five companies by fundraising amount are: - Huadian New Energy: 18.17 billion yuan [1]. - Zhongce Rubber: 4.07 billion yuan [1]. - Tianyouwei: 3.74 billion yuan [1]. - Yitang Co., Ltd.: 2.50 billion yuan [1]. - Yingshi Innovation: 1.94 billion yuan [1].

中策橡胶集团股份有限公司 关于新增募集资金专项账户并签署监管协 议的公告 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。 一、募集资金基本情况 证券代码：603049 证券简称：中策橡胶 公告编号：2025-029 2025 年 2 月 26 日，中策橡胶集团股份有限公司（以下简称"公司"或者"中 策橡胶"）收到中国证券监督管理委员会出具的《关于同意中策橡胶集团股份有 限公司首次公开发行股票注册的批复》（证监许可[2025]355 号），同意公司向 社会公众发行股票的注册申请。公司已向社会公众发行普通股（A 股）87,448,560 股，每股发行价格人民币 46.50 元。募集资金总额人民币 4,066,358,040.00 元， 减除发行费用人民币 133,677,299.44 元（不含增值税）后，募集资金净额为 3,932,680,740.56 元。 上述资金到位情况已经天健会计师事务所（特殊普通合伙）审验，并于 2025 年 5 月 30 日出具了"天健验[2025]126"号《验资报告》。公司已将上述募集 资金存放于募 ...

[Table_Title] 证券研究报告 / 公司点评报告 25Q2 销量同比增长，海外产能持续扩张 [Table_Summary] 公司发布半年度业绩，25H1 实现营业收入 219 亿元（同比+18%），毛利 率 20.5%，归母净利润 23.2 亿元（同比-8.6%）；其中，25Q2 营业收入 112 亿元（同比+19%，环比+5.4%），毛利率 19.7%，归母净利润 11.7 亿元 （同比+4.9%，环比+1.7%）。 我国产销规模最大的轮胎企业，25Q2 同比持续增长。公司主要从事全钢 胎、半钢胎、斜交胎和车胎等轮胎产品的研发、生产和销售，拥有"朝 阳"、"WESTLAKE"等多个国内外知名品牌，远销六大洲的主要国家和 地区，并向比亚迪、丰田、Stellantis 等多家知名整车厂商提供配套产品。 公司名列美国《轮胎商业》杂志《2024 全球年度轮胎报告》评选的全球 轮胎制造企业前十强。根据招股说明书，截止 24 年底，公司半钢胎产能 7256 万条，全钢胎产能 2234 万条，斜交胎 677 万条，其他车胎 12606 万 条。根据公司披露的经营数据公告，25Q2 公司轮胎产品销量同比增长 10 ...

Summary of Key Points Core Viewpoint - The article discusses the recent issuance of new stocks in the market, highlighting the total fundraising amounts and the distribution of new stock issuances across different sectors and regions in China [1][2][4]. Group 1: New Stock Issuance - A new stock, Sanxie Electric, issued 18 million shares at a price of 8.83 yuan, raising 159 million yuan [1]. - As of August 26, 64 companies have completed initial public offerings (IPOs) this year, raising a total of 63.861 billion yuan, with an average fundraising amount of 999.8 million yuan per company [1]. - Among these, 11 companies raised over 1 billion yuan, and 1 company raised over 10 billion yuan [1]. Group 2: Fundraising by Companies - Huadian New Energy is the top fundraiser this year, raising 18.171 billion yuan primarily for wind and solar power projects [2]. - Other notable fundraisers include Zhongce Rubber with 4.066 billion yuan and Tianyouwei with 3.740 billion yuan [2]. - The average initial public offering price this year is 21.85 yuan, with four companies pricing their shares above 50 yuan [2]. Group 3: Regional Distribution - New stock issuances are concentrated in Jiangsu, Guangdong, and Zhejiang, with 18, 12, and 12 companies respectively [2]. - The top fundraising regions are Fujian, Zhejiang, and Jiangsu, with amounts of 18.171 billion yuan, 10.174 billion yuan, and 8.829 billion yuan respectively [2].

Group 1 - The core point of the news is the issuance of new stocks in the market, highlighting the fundraising activities of various companies and the overall performance of the IPO market this year [1][2][5] Group 2 - Huaxin Precision issued 43.73 million shares at a price of 18.60 yuan, raising a total of 814 million yuan [1] - A total of 63 companies have gone public this year, raising a cumulative amount of 63.70 billion yuan, with an average fundraising of 1.01 billion yuan per company [1] - The distribution of new stock issuances shows that the Shanghai main board had 15 new stocks raising 34.23 billion yuan, while the Shenzhen main board had 8 new stocks raising 4.38 billion yuan [1] Group 3 - Huadian New Energy is the company with the highest fundraising this year, raising 18.17 billion yuan primarily for wind and solar power projects [2] - The average initial public offering price this year is 22.06 yuan, with four companies having an issuance price above 50 yuan [2] - The geographical distribution of new stock issuances is concentrated in Jiangsu, Guangdong, and Zhejiang, with the highest fundraising amounts coming from Fujian, Zhejiang, and Jiangsu [2]

8月22日，中策橡胶跌0.42%，成交额3.17亿元。两融数据显示，当日中策橡胶获融资买入额3237.05万 元，融资偿还3526.36万元，融资净买入-289.31万元。截至8月22日，中策橡胶融资融券余额合计2.10亿 元。 融资方面，中策橡胶当日融资买入3237.05万元。当前融资余额2.10亿元，占流通市值的5.25%。 融券方面，中策橡胶8月22日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元。 资料显示，中策橡胶集团股份有限公司位于浙江省杭州市钱塘区1号大街1号，成立日期1992年6月12 日，上市日期2025年6月5日，公司主营业务涉及轮胎、橡胶制品的加工、制造。 截至6月30日，中策橡胶股东户数7.15万，较上期减少43.62%；人均流通股1186股，较上期增加 77.37%。2025年1月-6月，中策橡胶实现营业收入218.55亿元，同比增长18.02%；归母净利润23.22亿 元，同比减少8.56%。 分红方面，中策橡胶A股上市后累计派现11.37亿元。 责任编辑：小浪快报 ...

Core Viewpoint - Zhongce Rubber Group Co., Ltd. reported its first financial results post-IPO, showing a revenue increase but a decline in net profit due to specific non-recurring factors [2][3]. Financial Performance - In the first half of 2025, Zhongce Rubber achieved operating revenue of 21.855 billion yuan, a year-on-year increase of 18.02%, while net profit attributable to shareholders was 2.322 billion yuan, down 8.56% [2][3]. - Excluding a one-time gain from land disposal in the previous year, the profit performance remained stable compared to the previous year [4]. - Domestic revenue reached 11.867 billion yuan, up 23.73%, while overseas revenue was 9.924 billion yuan, an increase of 11.89% [3]. Business Operations - The company faced supply shortages for its main products, particularly in the all-steel tire segment, which showed strong demand across various market segments [3]. - The Thai and Indonesian factories contributed significantly to overseas revenue, with the Thai factory generating 3.785 billion yuan and a net profit of 499 million yuan [3]. Financial Indicators - As of the reporting period, net assets attributable to shareholders were 22.927 billion yuan, a 31.18% increase from the end of 2024, primarily due to IPO fundraising [4]. - The net cash flow from operating activities was 12.3915 million yuan, a significant decrease of 99.13% year-on-year, attributed to increased cash outflows for goods and services [4][5]. Industry Context - The tire industry is currently under pressure, with several companies reporting declines in net profit due to high raw material costs and intense competition [6]. - Zhongce Rubber is not alone in facing these challenges, as competitors like Sailun and Windforce also reported significant profit declines [6]. Research and Development - Zhongce Rubber increased its R&D expenditure to 732 million yuan in the first half of 2025, a 2.98% year-on-year increase, and has consistently invested in R&D over the years [7][8]. - The company is expanding its R&D efforts into high-end specialty areas, including a recent patent for self-repairing lunar rover tires [8]. Future Outlook - Analysts have a positive outlook for Zhongce Rubber, projecting net profits of 4.006 billion yuan, 4.745 billion yuan, and 5.068 billion yuan for 2025 to 2027, respectively [8].