Investment Rating - The report maintains a "Buy" rating for the company [3][5]. Core Views - The company is experiencing pressure on performance due to the bottom of the industry cycle, with a downward adjustment of the EPS forecast for 2024-2026 to 1.81, 2.12, and 2.81 yuan respectively, down from previous estimates of 2.73, 3.13, and 3.49 yuan. The target price is adjusted to 63.35 yuan from 67.26 yuan, based on a 35 times PE for 2024 [3][5]. - In the first half of 2024, the company reported revenue and net profit attributable to shareholders of 13.272 billion and 978 million yuan, respectively, showing a year-on-year increase of 11.18% in revenue but a decrease of 45.12% in net profit [3]. - The company is positioned as a leader in industrial silicon and organic silicon, with a complete industrial chain, which supports its long-term growth potential despite current challenges [3]. Financial Summary - Revenue for 2024 is projected at 27.265 billion yuan, with a growth rate of 2.6% compared to 2023. Net profit attributable to shareholders is expected to decline to 2.144 billion yuan, a decrease of 18.2% [4]. - The company’s gross profit margin is forecasted to be 19.4% in 2024, down from 20.1% in 2023, indicating pressure on profitability [4]. - The net asset return rate is expected to be 6.3% in 2024, reflecting a decline from 8.1% in 2023 [4]. Sales and Production Insights - The company’s sales volume for industrial silicon and cyclic siloxane in Q1 2024 was 16.96 and 1.92 million tons, respectively, showing a year-on-year decrease of 6.14% and 15.79% [3]. - In Q2 2024, the sales volume for industrial silicon increased significantly to 40.62 million tons, a year-on-year increase of 102.29%, while cyclic siloxane sales decreased by 9.79% [3]. - The company is expanding its production capacity in the photovoltaic industry, with significant projects underway, including a 200,000-ton annual production capacity for polysilicon and a 150 million-ton capacity for photovoltaic glass [3].

Investment Rating - The investment rating for 合盛硅业 is maintained at "Buy" with a target price of RMB 52.90 [6][7]. Core Views - The company reported a net profit of RMB 9.78 billion for H1 2024, a year-on-year decrease of 45%, despite a revenue increase of 11% to RMB 132.7 billion [1]. - The silicon industry is currently experiencing a downturn, with expectations for recovery in the future [3][4]. - The company is expected to achieve net profits of RMB 27 billion, RMB 36 billion, and RMB 44 billion for the years 2024 to 2026, respectively, with corresponding EPS of RMB 2.30, RMB 3.04, and RMB 3.71 [1][9]. Summary by Sections Financial Performance - In H1 2024, the company achieved revenue of RMB 132.7 billion, up 11% year-on-year, while net profit was RMB 9.78 billion, down 45% year-on-year [1]. - For Q2 2024, revenue was RMB 78.6 billion, a 27% increase year-on-year, with a net profit of RMB 4.5 billion, down 42% year-on-year [1][2]. Product Segments - Industrial silicon revenue increased by 14% to RMB 69 billion, with sales volume up 37% to 576,000 tons, but the average price fell by 17% to RMB 12,000 per ton [2]. - The organic silicon segment saw revenue growth of 8.7% to RMB 59.9 billion, but the average prices decreased by 9% to RMB 12,900 per ton [2]. Future Outlook - The photovoltaic segment remains in a cyclical low, with total assets of RMB 433 billion and liabilities of RMB 206 billion as of Q2 2024 [3]. - The company is expected to leverage its scale advantage in the industrial and organic silicon sectors to support its profit margins in the future [4][9].

证券代码：603260 证券简称：合盛硅业 公告编号：2024-061 合盛硅业股份有限公司 2024 年第二季度主要经营数据公告 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。 根据上海证券交易所《上海证券交易所上市公司自律监管指引第 3 号行业信息 披露：第十三号——化工》及相关要求，合盛硅业股份有限公司（以下简称"公司"） 现将 2024 年第二季度主要经营数据披露如下： 注 1：上述销售量为全部对外销售数量，未包含公司自用量。 注 2：自用量分别为工业硅 12.71 万吨、110 生胶 2.14 万吨、107 胶 0.14 万吨、环体 硅氧烷 13.04 万吨、气相法白炭黑 0.34 万吨、多晶硅 0.44 万吨。 主要产品 2024 年二季度 2024 年二季度 2024 年二季度 生产量（吨） 销售量（吨） 销售金额（万元） 工业硅 496,816.66 406,192.81 467,159.00 110 生胶 116,771.42 86,261.67 107,147.88 107 胶 78,525.69 84,7 ...

证券代码：603260 证券简称：合盛硅业 公告编号：2024-060 合盛硅业股份有限公司 关于调整以集中竞价交易方式回购股份方案的公告 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： ●本次调整前回购股份方案：在披露股份回购实施结果暨股份变动公告后一年 内予以转让 ●本次调整后回购股份方案：在披露股份回购实施结果暨股份变动公告后三年 内予以转让 根据《上海证券交易所上市公司自律监管指引第 7 号——回购股份》《上市公 司股份回购规则》等法律法规的规定，合盛硅业股份有限公司（以下简称"公司"、 "合盛硅业"）于 2024 年 8 月 29 日召开第四届董事会第四次会议，审议通过了《关 于调整以集中竞价交易方式回购股份方案的议案》，同意公司对股份回购方案部分 内容进行调整，具体情况如下： 一、调整前本次回购股份事项的概述 2023 年 12 月 11 日，公司召开第三届董事会第二十二次会议、第三届监事会第 十五次会议审议并通过了《关于以集中竞价交易方式回购股份方案的议案》，具体 内容详见公司于 2023 年 1 ...

证券代码：603260 证券简称：合盛硅业 公告编号：2024-067 合盛硅业股份有限公司 关于 2024 年半年度计提资产减值准备的公告 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。 合盛硅业股份有限公司（以下简称"公司"）于 2024 年 8 月 29 日召开了第四届 董事会第四次会议，审议通过了《关于公司 2024 年半年度计提资产减值准备的议 案》，为了更加客观、公正地反映公司的财务状况和资产价值，根据中国企业会计准 则及公司会计政策的相关规定，基于谨慎性原则对合并报表范围内截至 2024 年 6 月 30 日的各项资产进行了充分分析和评估，并根据结果对其中存在减值迹象的资产 相应计提了减值准备，现将相关情况公告如下： （一）本次计提资产减值准备的原因 一、资产减值准备情况概述 根据《企业会计准则》及公司会计政策等相关规定，为客观反映公司的财务状 况、经营成果，基于谨慎性原则，公司对截至 2024 年 6 月 30 日公司及下属子公司 的各类资产进行全面评估和减值测试，对可能发生资产减值损失的相关资产计提减 值准备 ...

证券代码：603260 证券简称：合盛硅业 公告编号：2024-064 合盛硅业股份有限公司 2024 年半年度募集资金存放与实际使用情况的专项报告 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。 根据中国证券监督管理委员会《上市公司监管指引第 2 号——上市公司募 集资金管理和使用的监管要求》和上海证券交易所的《上海证券交易所上市公 司自律监管指引第 1 号——规范运作》等相关规定，合盛硅业股份有限公司 （以下简称"公司"或"合盛硅业"）董事会编制了 2024 年半年度募集资金存放与 实际使用情况的专项报告，具体如下： 一、募集资金基本情况 （一）实际募集资金金额和资金到账时间 截至 2024 年 6 月 30 日，公司非公开发行 A 股募集资金使用和结余金额情 况如下： 金额单位：人民币 万元 | 项 目 | | 金 额 | | | --- | --- | --- | --- | | 非公开发行募集资金净额 | | 699,422.07 | | | 本期发生额 | 项目投入 | 43.64 | | | 利息收入净额 | | ...

Cash Flow Analysis - The company reported a net cash flow from investment activities of -596,218,977.53 RMB in Q1 2024, compared to -5,716,135,664.09 RMB in Q1 2023, indicating a significant improvement[1]. - Total cash inflow from financing activities in Q1 2024 was 5,475,806,345.92 RMB, down from 15,566,530,945.80 RMB in Q1 2023[4]. - Cash outflow from financing activities was 2,239,721,614.55 RMB in Q1 2024, compared to 3,858,160,162.35 RMB in Q1 2023, showing a reduction in cash outflow[4]. - The company received 3,265,306,345.92 RMB related to other financing activities in Q1 2024, a substantial increase from 97,030,972.24 RMB in Q1 2023[4]. - The cash inflow from investment activities totaled 645,474,928.41 RMB in Q1 2024, compared to 747,410,469.75 RMB in Q1 2023[4]. - The cash outflow for the purchase of fixed assets and other long-term assets was 1,059,143,397.30 RMB in Q1 2024, compared to 3,776,662,132.35 RMB in Q1 2023[4]. Financial Reporting and Corrections - The company corrected the cash flow statement without affecting major financial indicators such as revenue and net profit[1]. - The company did not report any changes in financial condition or operating results despite the corrections made[1]. - The company’s board of directors confirmed the accuracy and completeness of the corrected report[1]. - The company expressed an intention to enhance the quality of information disclosure in future reports[5].

Financial Performance - Revenue for the first half of 2024 was RMB 13.27 billion, an increase of 11.18% compared to the same period last year[17] - Net profit attributable to shareholders decreased by 45.12% to RMB 978.05 million compared to the same period last year[17] - Basic earnings per share decreased by 45.75% to RMB 0.83 compared to the same period last year[17] - Total assets increased by 5.46% to RMB 87.90 billion compared to the end of the previous year[17] - The company's weighted average return on equity decreased by 2.83 percentage points to 3.00% compared to the same period last year[18] - Non-recurring gains and losses amounted to RMB 79.07 million, mainly from government subsidies and gains on financial assets[19] - Revenue increased by 11.18% to 13,271,666,135.79 RMB compared to the previous year[40] - Operating costs rose by 16.25% to 10,179,709,661.69 RMB due to increased production and sales scale[40] - Management expenses surged by 52.00% to 325,348,034.07 RMB due to company expansion and increased personnel[40] - Financial expenses increased by 44.74% to 411,868,238.74 RMB due to new borrowings[40] - R&D expenses decreased by 19.05% to 318,020,886.57 RMB due to reduced self-developed project investments[40] - Inventory grew by 34.18% to 9,591,430,261.35 RMB due to expanded production and sales scale[41] - The company achieved a revenue of 13.272 billion yuan in the first half of 2024, a year-on-year increase of 11.18%, while net profit attributable to the parent company decreased by 45.12% to 978 million yuan[38] - Total revenue for the first half of 2024 reached 13.27 billion RMB, an increase from 11.94 billion RMB in the same period of 2023[141] - Operating costs for the first half of 2024 were 11.51 billion RMB, up from 9.90 billion RMB in the first half of 2023[141] - Net profit attributable to the parent company's shareholders increased to 2.04 billion RMB in the first half of 2024, compared to 1.06 billion RMB in the same period of 2023[140] - Total assets as of June 30, 2024, stood at 28.84 billion RMB, up from 27.24 billion RMB at the end of 2023[139] - Total liabilities increased to 14.19 billion RMB as of June 30, 2024, from 13.15 billion RMB at the end of 2023[140] - The company's cash and cash equivalents decreased to 179.47 million RMB as of June 30, 2024, from 657.37 million RMB at the end of 2023[138] - Long-term equity investments remained stable at 22.78 billion RMB as of June 30, 2024, compared to 22.78 billion RMB at the end of 2023[139] - Short-term borrowings decreased to 2.59 billion RMB as of June 30, 2024, from 3.56 billion RMB at the end of 2023[139] - Research and development expenses for the first half of 2024 were 318.02 million RMB, a decrease from 392.87 million RMB in the same period of 2023[141] - Total equity attributable to the parent company's shareholders increased to 14.65 billion RMB as of June 30, 2024, from 14.09 billion RMB at the end of 2023[140] - Net profit attributable to parent company shareholders reached 978,049,645.95 yuan, compared to 1,782,311,792.29 yuan in the same period last year[142] - Basic earnings per share (EPS) for the first half of 2024 was 0.83 yuan, down from 1.53 yuan in the same period last year[143] - Total revenue for the first half of 2024 was 1,398,787,710.91 yuan, an increase from 869,025,205.29 yuan in the same period last year[144] - Operating profit for the first half of 2024 was 978,516,720.94 yuan, compared to 956,571,838.54 yuan in the same period last year[144] - Net profit for the first half of 2024 was 980,242,703.81 yuan, up from 949,270,091.98 yuan in the same period last year[145] - Interest expenses for the first half of 2024 were 410,067,918.46 yuan, compared to 290,730,080.93 yuan in the same period last year[142] - Other comprehensive income after tax for the first half of 2024 was 13,635,893.36 yuan, down from 24,929,586.23 yuan in the same period last year[142] - Total comprehensive income attributable to parent company shareholders for the first half of 2024 was 991,685,539.31 yuan, compared to 1,807,241,378.52 yuan in the same period last year[143] - Research and development expenses for the first half of 2024 were 38,289,292.67 yuan[144] - Financial expenses for the first half of 2024 were 411,868,238.74 yuan, compared to 284,556,833.05 yuan in the same period last year[142] - Sales revenue from goods and services reached RMB 9,644,748,861.58, a 36.9% increase compared to the same period last year[146] - Tax refunds received amounted to RMB 1,715,266,988.51, a significant increase from RMB 250,855,005.01 in the previous year[146] - Total cash inflow from operating activities was RMB 11,558,081,144.92, up 50.8% year-over-year[146] - Cash outflow for operating activities totaled RMB 11,389,323,894.82, a 20.5% increase from the previous year[147] - Net cash flow from operating activities was RMB 168,757,250.10, a significant improvement from a negative RMB 1,788,250,801.95 in the same period last year[147] - Net cash flow from investing activities was negative RMB 1,913,387,560.86, an improvement from negative RMB 9,756,282,471.66 in the previous year[147] - Net cash flow from financing activities was RMB 1,514,213,569.39, a decrease from RMB 15,226,796,595.51 in the same period last year[147] - The company's cash and cash equivalents at the end of the period were RMB 811,226,081.71, a decrease from RMB 5,515,080,683.85 in the previous year[147] - Parent company's sales revenue from goods and services was RMB 1,560,131,255.25, a 165.4% increase compared to the same period last year[148] - Parent company's net cash flow from operating activities was negative RMB 123,724,746.19, an improvement from negative RMB 451,018,112.67 in the previous year[148] - Total owner's equity at the end of the period reached RMB 32,975,144,819.90, reflecting a significant increase from the previous year[150] - Comprehensive income for the period amounted to RMB 576,685,539.31, driven by strong performance in various segments[149] - The company allocated RMB 415,000,000 for owner's capital reduction, impacting the overall equity structure[149] - Capital reserve increased by RMB 6,929,929,325.23, primarily due to owner's capital injections[151] - Undistributed profits rose to RMB 20,193,774,687.44, indicating robust profitability and retained earnings[150] - Minority interest decreased by RMB 7,674,957.95, reflecting changes in subsidiary ownership structures[150] - Special reserve usage for the period was RMB 33,802,793.79, allocated for specific operational needs[150] - Owner's equity adjustments included a reduction of RMB 415,000,000 due to profit distribution activities[149] - The company's capital surplus grew significantly, reaching RMB 11,384,069,280.03, supported by equity transactions[149] - Total comprehensive income for the period included a gain of RMB 13,635,893.36 from other comprehensive income[149] - The company's total owner's equity increased by RMB 565.24 million in the first half of 2024, reaching RMB 14.65 billion[154][157] - Comprehensive income for the first half of 2024 was RMB 980.24 million, contributing significantly to the owner's equity increase[153] - Owner's equity decreased by RMB 415 million due to capital reduction activities[153] - The company's capital reserve stood at RMB 11.27 billion as of the end of the first half of 2024[154] - Undistributed profits increased by RMB 980.24 million in the first half of 2024, reaching RMB 2.04 billion[154] - The company's total share capital remained unchanged at 1.18 billion shares, with 1.07 billion shares being tradable[158] Production and Capacity - The company's industrial silicon production capacity is 1.22 million tons/year, and organic silicon monomer production capacity is 1.73 million tons/year[20] - The company's polysilicon production capacity is 50,000 tons/year, utilizing the modified Siemens method[23] - The company's production model for industrial silicon involves 24-hour continuous operation with an average production cycle of 12-16 months[22] - The company's industrial silicon and organic silicon capacity utilization rates remained high during the reporting period, with increased sales of industrial silicon and organic silicon products compared to the same period last year[38] - In the first half of 2024, domestic industrial silicon production reached 2.18 million tons, a year-on-year increase of over 30%, with exports totaling 364,900 tons, up 26.6% year-on-year[25] - The average price of industrial silicon in the domestic spot market in the first half of 2024 was 14,294.00 yuan/ton (including tax), a year-on-year decrease of 12.7%[25] - Domestic polysilicon production in the first half of 2024 reached 1.06 million tons, a year-on-year increase of 74.9%[25] - In the first half of 2024, domestic new photovoltaic installations reached 102.48GW, a year-on-year increase of 30.68%[26] Environmental and Safety Measures - The company's wastewater emissions at Jiaxing Hesheng had a chemical oxygen demand (COD) concentration of 313.722 mg/L and an ammonia nitrogen concentration of 3.003 mg/L[63] - The company's air emissions at Jiaxing Hesheng included particulate matter at 0.5 mg/m³, sulfur dioxide at 1.5 mg/m³, and nitrogen oxides at 41.45 mg/m³[63] - The company's incineration facility emissions at Jiaxing Hesheng had particulate matter at 0.827 mg/m³, sulfur dioxide at 0.628 mg/m³, and nitrogen oxides at 54.28 mg/m³[65] - The company's boiler emissions at Luzhou Hesheng had particulate matter at 3.5 mg/m³ and nitrogen oxides at 29.327 mg/m³[65] - The company's wastewater emissions at Luzhou Hesheng had a chemical oxygen demand (COD) concentration of 251.34 mg/L and an ammonia nitrogen concentration of 0.613 mg/L[65] - The company's air emissions at Hesheng Thermal Power included particulate matter at 3.671 mg/m³, sulfur dioxide at 10.302 mg/m³, and nitrogen oxides at 33.412 mg/m³[65] - The company's air emissions at Shanshan had particulate matter at 2.439 mg/m³ and sulfur dioxide at 10.302 mg/m³[65] - Nitrogen oxide emissions from the power plant were 39.641mg/m³, significantly below the standard limit of 50mg/m³[67] - Particulate matter emissions from the Eastern Hesheng plant were 4.17mg/m³, well below the standard limit of 50mg/m³[67] - Chemical oxygen demand (COD) in wastewater from Xinjiang Silicon New Materials was 32.573mg/L, below the standard limit of 150mg/L[67] - Particulate matter emissions from Western Silicon Materials were 8.03mg/m³, below the standard limit of 30mg/m³[68] - Nitrogen oxide emissions from Jinsong Silicon were 51.840mg/m³, below the standard limit of 240mg/m³[68] - Sulfur dioxide emissions from Longsheng Carbon were 24mg/m³, significantly below the standard limit of 400mg/m³[68] - Particulate matter emissions from Shanshan Silicon were 1.550mg/m³, well below the standard limit of 30mg/m³[70] - Chemical oxygen demand (COD) in wastewater from Shanshan Silicon was 66.074mg/L, below the standard limit of 150mg/L[70] - Black River Hesheng's emission levels for particulate matter, sulfur dioxide, and nitrogen oxides are 23.8mg/m³, 72.143mg/m³, and 50.857mg/m³ respectively, with corresponding permitted concentrations of 3.582, 10.876, and 7.731[71] - Western Hesheng's emission levels for particulate matter, sulfur dioxide, nitrogen oxides, and non-methane total hydrocarbons are 4.37mg/m³, 0.13mg/m³, 18.06mg/m³, and 1.19mg/m³ respectively, with corresponding permitted concentrations of 0.258, 0.009, and 7.79[71] - Central Hesheng's emission levels for nitrogen oxides, hydrogen fluoride, and hydrogen chloride are 1.8mg/m³, 0.48mg/m³, and 11.7mg/m³ respectively, with corresponding permitted concentrations of 0.291, 0.104, and 0.099[71] - Laboratory emissions at the southwest plant area include nitrogen oxides at 12.8mg/m³, hydrogen fluoride at 0.7mg/m³, and hydrogen chloride at 8.6mg/m³, with corresponding permitted concentrations of 1.076, 0.082, and 0.994[72] - Wastewater total discharge outlet at the south plant area shows chemical oxygen demand at 16.545mg/L and ammonia nitrogen at 0.097mg/L, with corresponding permitted concentrations of 0.801 and 0.006[72] - Jiaxing Hesheng's waste gas treatment facilities include dust removal systems and deep cooling + incineration treatment for various emissions, ensuring compliance with standards[73] - Western Silicon Materials' waste gas treatment facilities include dust removal systems and bag filter treatment for emissions from casting and mineral thermal furnaces[73] - Hesheng Thermal Power's waste gas treatment facilities include electrostatic + bag dust removal, desulfurization, and denitrification systems to ensure emissions meet standards[74] - Wastewater treatment facilities: Production and domestic wastewater are pre-treated and reused in the desulfurization system, with no external discharge[75] - Solid waste treatment: General industrial solid waste is sold or used for building materials, while hazardous waste is handled by qualified units[75] - Noise control measures: Low-noise equipment and noise reduction measures are implemented to meet industrial noise standards[75] - New natural gas boilers: Three new natural gas boilers with low-nitrogen combustion technology have been added, with emissions through a 35m exhaust pipe[75] - Wastewater treatment at Luzhou Hesheng: Wastewater is treated to meet GB8978-1996 standards and sent to the Chengdong Sewage Treatment Plant[75] - Solid waste treatment at Luzhou Hesheng: General solid waste is reused, hazardous waste is handled by qualified units, and by-products are sold[75] - Noise control at Luzhou Hesheng: Low-noise equipment and noise reduction measures are implemented to meet industrial noise standards[75] - Wastewater treatment at Jinsong Silicon: Domestic wastewater is pre-treated and sent to the industrial park sewage treatment plant, with cooling water recycled[77] - Solid waste treatment at Jinsong Silicon: General solid waste is sold, and some silicon slag is reused, with mud used for greening[77] - Noise control at Jinsong Silicon: Low-noise equipment and noise reduction measures are implemented to meet industrial noise standards[77] - Dust removal efficiency of the silicon powder preparation device bag filter reaches 99%[80] - Phenol water evaporator uses high-temperature steam for heat exchange treatment, with oxidation layer temperature of the gas generator furnace ranging from 1200-1300°C[79] - Industrial and domestic wastewater is treated to meet the "Integrated Wastewater Discharge Standard" (GB8978-1996) Level II standards before being discharged into the industrial park's wastewater treatment plant[81] - Organic waste gas treatment includes SNCR denitrification, semi-quenching tower, bag dust removal, three-stage water washing tower, alkali washing tower, and activated carbon adsorption, with emissions meeting the "Petrochemical Industry Pollutant Emission Standard" (GB31571-2015) special emission limits[82] - Noise control measures include using low-noise equipment, designing shock-absorbing foundations, and implementing effective noise reduction measures such as vibration damping and sound insulation[79][80][81][82] - Solid waste treatment includes recycling waste hydrochloric acid and sending non-recyclable waste to qualified units for disposal[81] - Gas treatment for silicon powder preparation and monomer synthesis devices meets the "Integrated Emission Standard of Air Pollutants" (GB16297-1996) Level II standards[80] - High-concentration wastewater pretreatment includes coagulation sedimentation, oil separation flotation, and evaporation, followed by a series of advanced treatments[82] - The company's solid waste treatment measures include selling some industrial solid waste and using coal slag for greening and landfill[79] - The company's noise control measures ensure that factory boundary noise meets the "Industrial Enterprises Noise Emission Standard" (GB12348-2008) Class 3 requirements[79][80][81][82] - Wastewater treatment facilities: Production and domestic wastewater are sent to the plant's wastewater treatment station, meeting the "Integrated Wastewater Discharge Standard (GB8978-1996)" Level

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