按申万行业统计，江化微所属的电子行业共有17家公司公布了2025半年度分配方案，派现金额最多的是 生益科技，派现金额为9.72亿元，其次是生益电子、扬杰科技，派现金额分别为2.47亿元、2.28亿元。 （数据宝） 2025半年度电子行业分红排名 8月22日江化微发布2025半年度分配预案，拟10派0.3元（含税），预计派现金额合计为1156.91万元。派 现额占净利润比例为24.07%，这是公司上市以来，累计第10次派现。 公司上市以来历次分配方案一览 | 日期 | 分配方案 | 派现金额合计（亿元） | 股息率（%） | | --- | --- | --- | --- | | 2025.06.30 | 10派0.3元（含税） | 0.12 | 0.16 | | 2024.12.31 | 10派0.6元（含税） | 0.23 | 0.39 | | 2024.06.30 | 10派0.3元（含税） | 0.12 | 0.23 | | 2023.12.31 | 10派0.85元（含税） | 0.33 | 0.43 | | 2022.12.31 | 10转增3派0.7元（含税） | 0.21 | 0.27 | | ...

Group 1: Company Announcements - Changjiang Electric Power's controlling shareholder, China Three Gorges Group, plans to increase its stake in the company by 4 billion to 8 billion yuan within the next 12 months through secondary market transactions [1] - Huakin Technology is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international strategy and overseas business development [2] - Tailin Microelectronics is planning to acquire all or part of the equity of Shanghai Panqi Microelectronics through a combination of share issuance and cash payment, with trading suspended for up to 10 trading days [3] - Jingwang Electronics intends to invest 5 billion yuan in expanding its Zhuhai Jinwan base to enhance its competitiveness in high-end products related to AI and other technologies [5] - Jiangsu Guotai plans to use up to 12 billion yuan of idle funds for entrusted wealth management in low-risk financial products [6] Group 2: Financial Performance - Ping An Bank reported a 3.9% year-on-year decline in net profit for the first half of 2025, with a proposed cash dividend of 2.36 yuan per 10 shares [1][9] - Several companies reported significant increases in net profit, including Zhezhang Securities with a 46.49% increase and Keg Precision Machinery with a 144% increase [7] - True Love Home reported a net profit of 197 million yuan, a year-on-year increase of 484.48% [8] - Companies like Kunlun Wanwei and Vanke A reported substantial losses, with net losses of 856 million yuan and 11.947 billion yuan respectively [9]

Core Viewpoint - Jianghuai Micro announced a cash dividend distribution plan for the first half of 2025, proposing a cash dividend of 0.3 yuan (including tax) for every 10 shares to all shareholders [1] Summary by Relevant Sections - **Dividend Distribution** - The company plans to distribute a total cash dividend of 11,569,117.44 yuan (including tax) based on a total share capital of 385,637,248 shares as of June 30, 2025 [1] - **Profit Allocation** - The proposed cash dividend represents 24.07% of the net profit attributable to the shareholders of the listed company in the consolidated financial statements [1]

Core Insights - Jianghuai Microelectronics reported a revenue of 580,442,278.56 yuan for the first half of 2025, representing a year-on-year growth of 11.30% [1] - The net profit attributable to shareholders of the listed company was 48,069,562.62 yuan, showing a year-on-year decline of 15.51% [1]

Core Viewpoint - Jianghua Microelectronics (603078.SH) reported a revenue of 580 million yuan for the first half of 2025, reflecting a year-on-year growth of 11.30% [1] Financial Performance - The net profit attributable to shareholders decreased by 15.51% to 48.0696 million yuan [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses fell by 20.94% to 43.7164 million yuan [1] - Basic earnings per share stood at 0.1246 yuan [1] Dividend Distribution - The company plans to distribute a cash dividend of 0.30 yuan (including tax) for every 10 shares to all shareholders [1]

格隆汇8月22日丨江化微(603078.SH)公布2025年度以简易程序向特定对象发行A股股票预案，本次发行 拟募集资金总额不超过人民币三亿元且不超过最近一年末净资产百分之二十，在扣除相关发行费用后的 募集资金净额将全部用于以下项目：年产3.7万吨超高纯湿电子化学品项目及补充流动资金。 ...

江阴江化微电子材料股份有限公司 关于 2025 年半年度利润分配方案的公告 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： ?每 10 股分配比例：派发现金红利 0.30 元（含税）。 证券代码：603078 证券简称：江化微 公告编号：2025-026 ?本次利润分配以实施权益分派股权登记日登记的总股本为基数，具体日期 将在权益分派实施公告中明确。在实施权益分派的股权登记日前公司总股本发生 变动的，拟维持分配总额不变，相应调整每股分配比例，并将在相关公告中披露。 ?本次不触及《上海证券交易所股票上市规则（2025 年 4 月修订）》第 9.8.1 条第一款第（八）项规定的可能被实施其他风险警示的情形。 如在本公告披露之日起至实施权益分派股权登记日期间，因可转债转股/回 购股份/股权激励授予股份回购注销/重大资产重组股份回购注销等致使公司总股 本发生变动的，公司拟维持分配总额不变，相应调整每股分配比例。如后续总股 本发生变化，将另行公告具体调整情况。 公司于 2025 年 4 月 11 日召开 2024 年年度 ...

Meeting Overview - The fifth board meeting of Jiangyin Jianghua Microelectronics Materials Co., Ltd. was held on August 12, 2025, with all nine directors present, including independent directors participating via telecommunication [1]. Resolutions Passed - The board approved the 2025 semi-annual report and its summary, which will be disclosed on the Shanghai Stock Exchange [1]. - A profit distribution plan for the first half of 2025 was approved, proposing a cash dividend of 0.30 RMB per 10 shares (including tax), with no stock bonus or capital reserve transfer [2]. - The board approved the cancellation of the supervisory board and amendments to the company’s articles of association, pending shareholder meeting approval [3]. - The board approved the investment in a project to produce 37,000 tons of ultra-pure wet electronic chemicals annually, with details to be disclosed on the Shanghai Stock Exchange [5]. - The board confirmed that the company meets the conditions for a simplified procedure for issuing shares to specific investors [6]. - A proposal for a simplified share issuance plan for 2025 was approved, targeting no more than 35 specific investors, including qualified institutional investors [7]. - The issuance price will be based on the average trading price over the 20 trading days prior to the pricing date, with adjustments for any dividends or stock bonuses [8]. - The total amount to be raised from the issuance will not exceed 300 million RMB, representing no more than 20% of the company's net assets as of the end of the previous year [9]. - The board approved a three-year shareholder return plan for 2025-2027 to enhance transparency in profit distribution [15]. - A proposal to convene the first extraordinary general meeting of shareholders in 2025 was also approved [14].

Core Viewpoint - Jiangyin Jianghua Microelectronics Materials Co., Ltd. plans to issue shares to specific targets through a simplified procedure, which may dilute immediate returns and proposes measures to compensate for this dilution [1][2][4]. Financial Impact Analysis - The company estimates that the total amount raised from this issuance will not exceed 300 million yuan, with an assumed issuance price of 14.22 yuan per share and a total of 21,097,046 shares to be issued [1][5]. - The analysis of the impact on key financial indicators is based on three scenarios for the net profit attributable to the parent company for 2025: 1. Maintaining the same level as 2024 2. Increasing by 20% compared to 2024 3. Decreasing by 20% compared to 2024 [2][3]. - Under the first scenario, the basic and diluted earnings per share (EPS) are projected to decrease from 0.26 yuan to 0.25 yuan post-issuance [3]. - In the second scenario, EPS could increase to 0.31 yuan if profits rise by 20% [3]. - In the third scenario, EPS could drop to 0.20 yuan if profits decrease by 20% [3]. Business and Investment Project Relationship - The funds raised will be invested in a project to produce 37,000 tons of ultra-pure wet electronic chemicals and to supplement working capital, closely related to the company's existing business [5][9]. - The company is a leading supplier of wet electronic chemicals for the semiconductor, flat panel display, and photovoltaic solar industries, with a strong market position and technical capabilities [4][9]. Management and Operational Capacity - The company emphasizes the importance of human resources and has established a strong management, R&D, and marketing team, with a focus on talent development [6][10]. - The company has a professional R&D team of 118 members, with significant experience in the wet electronic chemicals field, and has developed internationally competitive production formulas [6][8]. Measures to Mitigate Dilution of Immediate Returns - The company plans to enhance operational management and internal controls to improve efficiency and profitability [10]. - It will implement strict management of the raised funds to ensure they are used effectively and safely [10]. - The company aims to improve its governance structure to ensure sustainable development and protect shareholder interests [11][12]. Commitment from Stakeholders - The controlling shareholder and the board of directors have made commitments to ensure the effectiveness of the measures to compensate for the dilution of immediate returns [12][13].

Core Viewpoint - Jiangyin Jianghua Microelectronics Materials Co., Ltd. disclosed its key operating data for the first half of 2025, highlighting production, sales, and revenue figures for its main products, as well as price changes for products and raw materials [1]. Group 1: Main Products Performance - The production and sales figures for the main products are as follows: - Ultra-pure reagents: Production of 55,189.62 tons, sales of 55,375.27 tons, and sales revenue of 363.78 million yuan [1]. - Photoresist supporting reagents: Production of 26,006.77 tons, sales of 26,282.91 tons, and sales revenue of 200.45 million yuan [1]. Group 2: Price Changes - Average selling prices for the main products: - Ultra-pure reagents: Average price of 6,577.61 yuan/ton, an increase of 2.51% from the previous period [1]. - Photoresist supporting reagents: Average price of 10,827.33 yuan/ton, an increase of 8.35% from the previous period [1]. - Average procurement prices for key raw materials: - Phosphoric acid: Average price of 6,205.44 yuan/ton, an increase of 3.16% [1]. - High-purity sulfuric acid: Average price of 2,229.7 yuan/ton, an increase of 1.41% [1]. - Specific-grade nitric acid: Average price of 1,565.93 yuan/ton, a slight decrease of 0.03% [1]. - Specific-grade hydrochloric acid: Average price of 725.9 yuan/ton, a decrease of 5.79% [1]. - Isopropanol: Average price of 12,389.38 yuan/ton, an increase of 0.96% [1]. Group 3: Other Significant Matters - The disclosed operating data is intended to provide investors with timely insights into the company's production and operational status, with a reminder for investors to use the data cautiously and be aware of investment risks [1].