Group 1 - The company disclosed its main operational data for the first half of 2025, including production, sales volume, and revenue [1] - The sales revenue and volume for the main products showed significant declines, with chlorobenzene series sales revenue down by 36.54% and sales volume down by 46.96% [1] - The total sales revenue for the combined products decreased by 23.93%, with a sales volume drop of 30.69% [1] Group 2 - The average price of chlorobenzene series decreased by 16.43%, while the average price of trifluoromethylbenzene series fell by 15.86% [1] - The procurement price of toluene decreased by 19.19%, while the price of hydrogen fluoride increased by 9.15% [1] - The price of liquid chlorine saw a significant drop of 66.39% [1]

Core Viewpoint - Zhejiang Weihua New Material Co., Ltd. is holding a half-year performance briefing on September 9, 2025, to discuss its operational results and financial status for the reporting period [1][2]. Group 1: Meeting Details - The performance briefing is scheduled for September 9, 2025, from 15:00 to 16:00 [1][3]. - The meeting will take place at the Shanghai Securities Journal and China Securities Network Roadshow Center, accessible online [2][3]. - Investors can participate in the meeting through the internet and submit questions via email or QR code from September 1 to September 5, 2025 [2][3]. Group 2: Participants - Key participants in the meeting include Chairman Wu Jiangwei, Vice Chairman Pan Qiangbiao, General Manager Xia Weiping, and other senior executives [2].

Group 1 - The core viewpoint of the article highlights the announcement made by Wihua New Materials regarding its board meeting and the composition of its revenue for the year 2024 [1] - Wihua New Materials held its 25th meeting of the fourth board session on August 26, 2025, to review the proposal for the "2025 Semi-Annual Report" and its summary [1] - The company's revenue composition for the year 2024 indicates that the fluorochemical industry accounts for 99.03% of its total revenue, while other businesses contribute only 0.97% [1] Group 2 - As of the report, Wihua New Materials has a market capitalization of 6.4 billion yuan [1] - The article also mentions a significant growth opportunity in the pet industry, which is projected to reach a market size of 300 billion yuan, leading to positive market reactions among industry-listed companies [1]

Financial Performance - The company reported a significant increase in revenue for the first half of 2025, with total revenue reaching RMB 500 million, representing a 20% year-over-year growth[21]. - The net profit for the same period was RMB 80 million, which is a 15% increase compared to the previous year[21]. - The company's operating revenue for the first half of 2025 was approximately ¥437.26 million, a decrease of 30.71% compared to ¥631.10 million in the same period last year[23]. - The total profit for the first half of 2025 was approximately ¥90.66 million, down 55.56% from ¥204.01 million year-on-year[23]. - The net profit attributable to shareholders for the first half of 2025 was approximately ¥83.15 million, a decline of 52.91% compared to ¥176.59 million in the previous year[23]. - The basic earnings per share for the first half of 2025 was ¥0.24, down 64.71% from ¥0.68 in the same period last year[22]. - The weighted average return on equity decreased to 2.08%, down 4.92 percentage points from 7.00% year-on-year[22]. - The net cash flow from operating activities was negative at approximately -¥1.94 million, a decline of 102.35% compared to ¥82.58 million in the previous year[23]. - The company's gross profit margin fell from 36.92% to 30.14%, with a total gross profit of 131.77 million yuan, down 43.45% year-on-year[39]. - The company's performance has led to a significant decline in net profit, impacting shareholder confidence and stock performance[185]. Market Expansion and Strategy - User data indicates a growth in customer base, with an increase of 30,000 new users, bringing the total to 1.2 million active users[21]. - The company has outlined a future outlook projecting a revenue growth of 25% for the second half of 2025, driven by new product launches and market expansion[21]. - The company plans to expand its market presence in Southeast Asia, targeting a 15% market share by the end of 2026[21]. - A strategic acquisition of a local competitor is under consideration, which could enhance the company's production capacity by 20%[21]. - The company is actively expanding its market presence, leading to increased sales and management expenses compared to the previous year[24]. - The company is focusing on external expansion opportunities, forming joint ventures with industry leaders to enhance its fluorochemical production capabilities[45]. - The company is actively expanding its market presence, deepening collaborations with key clients like BAYER and BASF, and participating in various industry exhibitions to capture new market demands[79]. Research and Development - Investment in R&D has increased by 10%, totaling RMB 50 million, focusing on innovative materials and technologies[21]. - The company has maintained high R&D investment, achieving significant progress in advanced intermediates and original drugs, with multiple successful pilot productions and two authorized invention patents[44]. - The company has initiated the trial production phase of the trifluoromethylpyridine project, aiming to enhance product value and economic benefits through downstream integration[79]. Challenges and Risks - The management has identified potential risks, including fluctuations in raw material prices, which could impact profit margins[21]. - The company experienced a decline in product sales and prices due to reduced demand in the downstream agrochemical industry[22]. - Increased competition and new supply releases in the industry have significantly pressured the company's revenue[22]. - The company is facing challenges in 2025 due to industry-wide capacity surplus and weak recovery in end-market demand, impacting product prices and overall performance[38]. - The company faces risks from increased market competition, particularly in the fluorinated fine chemicals sector, which could impact market share and profitability[74]. Financial Position and Assets - The company maintains a strong cash position with RMB 200 million in cash reserves, ensuring liquidity for future investments[21]. - The total assets decreased by 61.59% for trading financial assets, dropping to ¥166.24 million from ¥432.79 million[64]. - Inventory increased by 36.24% to ¥226.03 million, indicating a slowdown in sales and declining inventory turnover[64]. - The company's total current assets were CNY 2,370,199,224.05, down from CNY 2,694,955,168.71 in the previous year, indicating a decrease of approximately 12%[192]. - The company's cash and cash equivalents decreased to CNY 1,579,214,589.43 from CNY 1,670,429,628.34, reflecting a decline of about 5.3%[192]. Shareholder Commitments and Governance - The company has made commitments regarding share lock-up periods, with several shareholders committing to a six-month lock-up following the stock market listing, effective from February 24, 2023, and August 9, 2024[91][92]. - The company has a long-term commitment to stabilize its stock price, with measures outlined in the prospectus, effective for three years from February 24, 2023[92]. - The company will not transfer or manage shares held prior to the IPO for 36 months, ensuring no buybacks of those shares during this period[96]. - The company has committed to timely and accurate disclosure of shareholder information during the issuance process[150]. - The controlling shareholder, Yinghua Holdings, commits to protecting the interests of the company and public shareholders, and will not interfere with the company's management activities[130]. Environmental and Safety Management - The company has invested in environmental protection measures, which may increase operational costs if stricter regulations are implemented in the future[77]. - The company has implemented a comprehensive safety management system, ensuring safety responsibilities are assigned at all levels from management to employees[45]. - The company has committed to reducing high environmental risks associated with its products[95]. - The company has received multiple awards for its environmental management, including the "Green Factory" title from the China Petroleum and Chemical Industry Federation[57].

证券代码：603310 证券简称：巍华新材 公告编号：2025-047 浙江巍华新材料股份有限公司 关于召开 2025 年半年度业绩说明会的公告 本公司及董事会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： 会议召开时间：2025 年 9 月 9 日（星期二）下午 15:00-16:00 会 议 召 开 地 点 ： 上 海 证 券 报 · 中 国 证 券 网 路 演 中 心 （https://roadshow.cnstock.com/） 会议召开方式：网络在线互动 投资者可于 2025 年 9 月 1 日（星期一）至 9 月 5 日（星期五）16:00 前 将 相 关 问 题 通 过 电 子 邮 件 的 形 式 发 送 至 本 公 司 投 资 者 关 系 邮 箱 WHXC@weihua-newmaterial.com 或扫描下方二维码提交。公司将在说明会上就 投资者普遍关注的问题进行回答。 浙江巍华新材料股份有限公司（以下简称"公司"）已于 2025 年 8 月 27 日发布了公司 2025 年半年度报告，为便于广大投资者更 ...

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。 证券代码：603310 证券简称：巍华新材 公告编号：2025-045 浙江巍华新材料股份有限公司 根据《上市公司募集资金监管规则》《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，现将浙江巍华新材料股份有限公司 （以下简称"公司"或"巍华新材"）2025 年半年度募集资金存放与实际使用 情况报告如下： 一、募集资金的基本情况 经中国证券监督管理委员会《关于同意浙江巍华新材料股份有限公司首次 公开发行股票注册的批复》（证监许可[2023]2608 号）同意注册，并经上海证 券交易所同意，公司本次首次公开发行人民币普通股 8,634.00 万股，每股面值 为人民币 1.00 元，发行价格为人民币 17.39 元/股，募集资金总额为人民币 150,145.26 万元，扣除保荐及承销费等发行费用（不含增值税）人民币 8,988.45 万元，实际募集资金净额为人民币 141,156.81 万元。上述募集资金已全部到账， 立信会计师事务所（特殊普通合伙）于 2024 ...

已履行审议程序：浙江巍华新材料股份有限公司（以下简称"公司"） 召开第四届董事会第二十五次会议，审议通过《关于使用部分暂时闲置募集资金 进行现金管理的议案》，本议案不涉及关联交易。保荐机构中信建投证券股份有 限公司出具了无异议的核查意见。本事项无须提交公司股东会审议。 证券代码：603310 证券简称：巍华新材 公告编号：2025-046 浙江巍华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的公告 本公司及董事会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： 现金管理产品：安全性高、流动性好的结构性存款、大额存单等保本 型产品，产品期限不超过 12 个月，该等现金管理产品不得用于质押。现金管理 仅限于在募集资金专项账户或者公开披露的产品专用结算账户实施。 现金管理额度及期限：不超过人民币 70,000 万元（单日最高余额，含 本数），该额度自董事会审议通过该议案之日起 12 个月内可循环滚动使用。 现金管理受托方：银行等具有合法经营资格的金融机构。 | 项目 | | | 金额 | | --- | --- | ...

证券代码：603310 证券简称：巍华新材 公告编号：2025-048 浙江巍华新材料股份有限公司 2025 年半年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《上海证券交易所上市公司自律监管指引第 3 号——行业信息披露》之 《第十三号——化工》的要求，浙江巍华新材料股份有限公司（以下简称"公司"） 现将 2025 年半年度主要经营数据披露如下： 一、 主要产品的产量、销量及收入实现情况 2025年1-6月公司营业收入为43,726.38万元，其中主营业务收入为43,312.10 万元，其他业务收入为 414.28 万元。公司主要产品产销情况如下： 四、风险提示 | 类别 | 产量（吨） | 销量（吨） | 销售收入 （万元） | 销量同比变 化（%） | 销售收入同 比变化（%） | | --- | --- | --- | --- | --- | --- | | 氯甲苯系列 | 34,742.01 | 11,344.81 | 8,616.91 | -36.54 | -46.96 | | 三氟甲基 ...

证券代码：603310 证券简称：巍华新材 公告编号：2025-049 浙江巍华新材料股份有限公司 关于参与认购股权投资基金份额暨对外投资的进展公告 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。 一、对外投资基本情况 标的基金嘉兴长沛昕泉股权投资合伙企业（有限合伙）（以下简称"标的基 金"）原合伙人张泽平退出，浙江巍华新材料股份有限公司（以下简称"公司"） 与陈科、方国宝、罗玉芳、王洪利、谢丹、嘉兴长沛私募基金管理合伙企业（有 限合伙）（以下简称"嘉兴长沛"）等合伙人合计认缴出资 6,205 万元。公司以 自有资金认缴出资 5,000 万元，占总份额的比例为 80.5802%。标的基金的普通 合伙人、执行事务合伙人及基金管理人为嘉兴长沛，标的基金主要投资于未上市 企业股权。具体内容详见公司 2025 年 6 月 25 日、2025 年 7 月 17 日披露的关于 参与认购股权投资基金份额暨对外投资的公告及进展公告。 二、基金进展情况 注：上表中若出现合计数与各分项数据之和尾数不符的，均为四舍五入原因所致。 三、工商登记情况 ...

Group 1 - The core viewpoint of the news is that Zhejiang Wihua New Materials Co., Ltd. has experienced a significant decline in revenue and net profit in the latest quarterly report, indicating potential financial challenges ahead [1] - As of August 25, 2025, Wihua New Materials' stock closed at 18.51 yuan, with a slight increase of 0.11% and a trading volume of 50,900 lots, amounting to 94.12 million yuan [1] - The company reported total operating revenue of 191 million yuan for the first quarter of 2025, a year-on-year decrease of 38.45%, and a net profit attributable to shareholders of 33.49 million yuan, down 63.17% year-on-year [1] Group 2 - The company has a current ratio of 9.281, a quick ratio of 8.624, and a debt-to-asset ratio of 9.83%, indicating a strong liquidity position [1] - Zhejiang Wihua New Materials was established in 2013 and is primarily engaged in the manufacturing of chemical raw materials and products, with a registered capital of 345.34 million yuan [1] - The company has made investments in 6 enterprises, participated in 20 bidding projects, and holds 4 trademark registrations and 35 patents, along with 42 administrative licenses [2]