Group 1 - The chemical products sector increased by 2.72% on September 5, with Boyuan Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] - Notable gainers in the chemical products sector included Boyuan Co., Ltd. with a closing price of 68.71, up 13.35%, and Dinglong Technology with a closing price of 26.35, up 10.02% [1] Group 2 - The chemical products sector saw a net inflow of 1.111 billion yuan from main funds, while retail funds experienced a net outflow of 295 million yuan [2] - The top individual stock in terms of main fund inflow was Duoliangduo, with a net inflow of 394 million yuan, representing 35.79% of its total [3] - Other significant net inflows included Juhua Co., Ltd. with 211 million yuan and Dinglong Technology with 94.96 million yuan [3]

本报记者 冯雨瑶 9月5日早盘时间，A股三大股指集体飘红。 盘面上，电池、能源金属、光伏设备、风电设备等板块涨幅居前。具体来看，早盘时间，固态电池板块 再度爆发，截至记者发稿时间，派特尔"30cm"涨停，金银河（300619）、誉辰智能、华盛锂电实 现"20cm"涨停，厦钨新能、先导智能（300450）等一度上涨超10%，其余个股更是集体大涨。 消息面上，近期多家固态电池相关上市公司密集披露固态电池最新进展。 民生证券发布研报称，随着传统锂离子电池能量密度接近理论上限，全固态电池凭借其高能量密度(有 望突破500Wh/kg)、不可燃性及更高耐热极限等优势，正成为下一代电池技术的重点攻关方向。 值得关注的是，随着行情复苏，锂电池概念近期走强。9月5日早盘时间，相关概念股中，天宏锂电、丰 元股份（002805）、键邦股份（603285）、博迁新材（605376）等纷纷涨停。其中，天宏锂电、键邦股 份已实现"2天2板"。 消息面上，9月4日，工业和信息化部、市场监督管理总局印发《电子信息制造业2025—2026年稳增长行 动方案》（下称《方案》）。《方案》提出，2025年至2026年，规模以上计算机、通信和其他电子 ...

设。收到常州市生态环境局下发的《市生态环境局关于山东键邦新材料股份有 限公司常州分公司常州新材料研发及运营管理中心项目环境影响报告表的批复》 （常天环审[2025]38 号）。该批复同意常州新材料研发及运营管理中心项目在常 州市天宁区北塘河东路 29 号 8 幢建设。 本次环评批复取得后，公司将根据计划安排、按照环评批复和相关法律法 规的要求积极推动项目建设。 特此公告。 山东键邦新材料股份有限公司董事会 证券代码：603285 证券简称：键邦股份 公告编号：2025-040 山东键邦新材料股份有限公司 关于公司募集资金投资项目取得环评批复的公告 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。 山东键邦新材料股份有限公司（以下简称"公司"）于 2025年 1月 8 日召开 第二届董事会第三次会议、第二届监事会第三次会议并于 2025年 1月 24日召开 2025 年第一次临时股东大会，审议通过了《关于变更部分募集资金投资项目的 议案》，综合考虑当前投资需要及募投项目的实施情况，同意对公司部分募投项 目的投资总额进行调整，其中拟 ...

Core Viewpoint - The company has received environmental impact approvals for its new production facilities in Jining and Changzhou, indicating progress in its expansion plans and commitment to environmental standards [1] Group 1: Jining Project - The company has been approved by the Jining Ecological Environment Bureau for the construction of a production base for environmental additives, which includes a workshop for butyl titanate, a series of organic titanium specialty chemicals, and a TMA facility [1] - The approval allows the company to proceed with the construction according to the nature, scale, location, production processes, and environmental protection measures outlined in the environmental impact report [1] Group 2: Changzhou Project - The company has also received approval from the Changzhou Ecological Environment Bureau for its R&D and operations management center project located in Changzhou [1] - This project is set to be constructed at a specified address in Changzhou, further expanding the company's operational capabilities [1]

证券代码：603285 证券简称：键邦股份 公告编号： 2025-040 山东键邦新材料股份有限公司 关于公司募集资金投资项目取得环评批复的公告 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。 山东键邦新材料股份有限公司（以下简称"公司"）于 2025 年 1 月 8 日召 开第二届董事会第三次会议、第二届监事会第三次会议并于 2025 年 1 月 24 日 召开 2025 年第一次临时股东大会，审议通过了《关于变更部分募集资金投资项 目的议案》，综合考虑当前投资需要及募投项目的实施情况，同意对公司部分募 投项目的投资总额进行调整，其中拟投入募集资金总额不变，同时调整部分募 投项目的实施方案或建造内容，变更部分募投项目的实施主体、实施地点和实 施 方 式 。 具 体 内 容 详 见 公 司 于 2025 年 1 月 9 日 在 上 海 证 券 交 易 所 （www.sse.com.cn）等指定信息披露媒体披露的《山东键邦新材料股份有限公 司关于变更部分募集资金投资项目的公告》（公告编号：2025-001）。本次变更 后的募投项 ...

Core Viewpoint - The company, Jianbang Co., Ltd., has experienced a significant decline in profitability and revenue due to various adverse factors, including increased market competition and a downturn in industry demand, despite its strong market position in the fine chemical sector. Group 1: Financial Performance - Jianbang Co., Ltd. reported a 27.72% year-on-year decline in net profit attributable to shareholders, amounting to 69.66 million yuan in the latest interim report [1] - The company's gross profit margin has decreased from 44.47% in the first half of 2022 to 29.77% in the first half of 2025 [2] - Revenue for the first half of 2025 fell by 15.37% year-on-year to 307 million yuan, compared to 143 million yuan in the first half of 2022 [2] Group 2: Product Pricing and Sales - The average selling price of key products has significantly decreased, with the average price of Saike dropping to 11,700 yuan per ton, a decline of 18.75% year-on-year [1] - The average selling price of titanium ester fell to 18,600 yuan per ton, down 28.46% year-on-year [1] - The average selling price of DBM/SBM was 31,000 yuan per ton, reflecting a 1.90% decrease, while acetylacetone salt's average price was 15,400 yuan per ton, down 12.99% [1] Group 3: Investment Projects - The company has decided to pause the "7000 tons per year DBM intelligent manufacturing technology transformation and expansion project" due to increased competition and the need for re-evaluation [4] - Originally planned to invest 110 million yuan in the project, the company has adjusted its investment plans twice due to lower-than-expected fundraising [7] - The current DBM production line is deemed sufficient to meet capacity needs, indicating that now is not the optimal time for investment in this project [8]

Core Viewpoint - The financial performance of Jianbang Co., Ltd. shows a decline in revenue and profit for the first half of 2025, indicating potential challenges ahead for the company [1]. Financial Performance - As of August 11, 2025, Jianbang Co., Ltd. reported a total revenue of 307 million yuan, a year-on-year decrease of 15.37% [1]. - The net profit attributable to shareholders was 69.66 million yuan, down 27.72% year-on-year [1]. - The non-recurring net profit was 65.56 million yuan, reflecting a decrease of 29.81% compared to the previous year [1]. - The company's liquidity ratios are strong, with a current ratio of 12.91 and a quick ratio of 12.62, while the debt-to-asset ratio stands at 7.04% [1]. Market Activity - The stock price of Jianbang Co., Ltd. closed at 24.28 yuan, with an increase of 2.19% on the day [1]. - The trading volume was 60,900 lots, with a total transaction amount of 148 million yuan [1]. - There was a net outflow of main funds amounting to 18.22 million yuan, representing 12.29% of the transaction amount [1]. Company Background - Jianbang Co., Ltd. was established in 2014 and is located in Jining, primarily engaged in the manufacturing of chemical raw materials and products [2]. - The company has a registered capital of 160 million yuan and a paid-in capital of 120 million yuan [2]. - The legal representative of the company is Qi Jianxin [1]. Intellectual Property and Investments - Jianbang Co., Ltd. has invested in two external companies and participated in six bidding projects [2]. - The company holds seven trademark registrations and 43 patents, along with 17 administrative licenses [2].

Overview - The company, Shandong Jianbang New Materials Co., Ltd., has announced the use of temporarily idle raised funds for cash management, with a maximum amount not exceeding RMB 450 million [1] Cash Management Overview - The board of directors approved the use of idle funds for purchasing safe and liquid investment products, including structured deposits, agreements, and government bond reverse repos, with a validity period of 12 months from the approval date [1] - The company can roll over the use of these funds within the approved limits and timeframe [1] Redemption Situation - The company has redeemed cash management products on multiple dates, recovering a total principal amount of RMB 450 million and generating returns [1] Overall Situation of Cash Management - As of the announcement date, all products purchased with idle raised funds have been redeemed, with no overdue amounts, and the highest daily balance and usage period have remained within authorized limits [4]

证券代码：603285 证券简称：键邦股份 公告编号：2025-039 山东键邦新材料股份有限公司 关于使用部分暂时闲置募集资金进行现金管理到期赎回的公告 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、使用暂时闲置募集资金进行现金管理概述 山东键邦新材料股份有限公司（以下简称"公司"）于 2024 年 8 月 2 日召 开第一届董事会第十八会议和第一届监事会第十二次会议，审议通过了《关于使 用暂时闲置募集资金进行现金管理的议案》，同意公司使用最高不超过人民币 45,000.00 万元（单日最高余额，含本数）的暂时闲置募集资金进行现金管理， 用于购买安全性高、流动性好、有保本约定的投资产品（包括但不限于结构性存 款、协议存单、通知存款、定期存款、大额存单、收益凭证、国债逆回购等）， 使用期限自本次董事会审议通过之日起 12 个月内（含 12 个月）有效，在前述额 度及期限范围内，公司可以循环滚动使用。 具体内容详见公司于 2024 年 8 月 3 日在上海证券交易所（www.sse.com.cn） 等指定信息披露媒体披露的 ...

Overview of Financial Performance - The company reported total revenue of 307 million yuan in the first half of 2025, a decrease of 15.37% compared to the same period last year [1] - The net profit attributable to shareholders was 69.66 million yuan, down 27.72% year-on-year [1] - The net profit after deducting non-recurring gains and losses was 65.56 million yuan, a decrease of 29.81% year-on-year [1] - In the second quarter, total revenue was 152 million yuan, a decline of 21.94% year-on-year, with a net profit of 33.03 million yuan, down 36.66% year-on-year [1] Main Revenue Composition - The main revenue sources include: - Saike: 154 million yuan, accounting for 50.12% of total revenue, with a profit of 58.73 million yuan and a gross margin of 38.16% [3] - DBM/SBM: 72.87 million yuan, 23.73% of total revenue, with a profit of 20.46 million yuan and a gross margin of 28.07% [3] - Titanium Ester: 45.05 million yuan, 14.67% of total revenue, with a profit of 15.94 million yuan and a gross margin of 35.39% [3] - Acetylacetone Salt: 27.41 million yuan, 8.93% of total revenue, with a loss of 2.39 million yuan and a negative gross margin of 8.71% [3] - Others: 7.87 million yuan, 2.56% of total revenue, with a loss of 1.32 million yuan and a negative gross margin of 16.78% [3] Financial Indicator Changes - Gross margin decreased to 29.77%, down 15.4% year-on-year [7] - Net margin decreased to 22.68%, down 14.59% year-on-year [7] - Operating expenses as a percentage of revenue decreased to 3.06%, down 3.36% year-on-year [7] - Earnings per share decreased to 0.44 yuan, down 45.0% year-on-year [7] Industry Background and Development - The company specializes in the R&D, production, and sales of environmentally friendly additives for polymer materials, with core products including Saike, Titanium Ester, DBM, SBM, and Acetylacetone Salt [5] - These products are widely used in insulation coatings, PVC plastics, and lithium battery materials [5] - Government policies support the development of the fine chemical industry, promoting high-end, green, and intelligent development [5] - The company has established long-term partnerships with globally recognized clients and has expanded its customer base in the domestic new energy lithium battery sector [5] Core Competitiveness - The company's core competitive advantages include customer resource advantages, technology R&D advantages, product system advantages, team and talent advantages, and production capacity and management advantages [9] - The company has established long-term partnerships with well-known domestic and international enterprises and holds 57 authorized patents [9] Summary - The company experienced a significant decline in performance in the first half of 2025, with key financial indicators such as total revenue, net profit, and earnings per share all decreasing [10] - Despite this, the company maintains significant competitive advantages in the industry, particularly in customer resources and technology R&D [10] - With the advancement of fundraising projects and support from industry policies, the company is expected to gradually recover growth [10]