Group 1 - The company, Wihua New Materials (603310), plans to invest 50 million RMB of its own funds to subscribe for shares in Jiaxing Changpeixinqian Equity Investment Partnership (Limited Partnership), acquiring an 80.5802% stake in the total shares [1] - The fund primarily invests in equity of unlisted companies, with the general partner, executive partner, and fund manager being Jiaxing Changpei Private Fund Management Partnership (Limited Partnership) [1] - This transaction does not constitute a related party transaction or a major asset restructuring [1]

Core Viewpoint - The Chinese chlorotoluene market is experiencing a significant shift due to domestic production capacity increases and technological advancements, leading to reduced import dependency and export challenges due to global economic slowdowns and trade barriers [1][13]. Industry Overview - Chlorotoluene is an organic compound with the formula C7H7Cl, characterized by its colorless liquid state and specific chemical properties [2]. - The industry has evolved through four main stages: initial reliance on imports, rapid domestic capacity expansion, high growth driven by downstream demand, and a current phase of optimization and competition [4][5][6]. Industry Development History - From 1970 to 2005, the industry was in its infancy, with limited domestic production and high reliance on imports [4]. - Between 2005 and 2010, domestic production capacity surged from 50,000 tons/year to 130,000 tons/year, making China the largest producer globally [5]. - The period from 2010 to 2015 saw continued growth, with consumption reaching 180,000 tons in 2013, driven by advancements in production technology and increased demand from agriculture and pharmaceuticals [5]. - Since 2015, the industry has entered a mature phase, focusing on technological upgrades and environmental sustainability [6]. Industry Chain - The upstream of the chlorotoluene industry includes raw materials like toluene and chlorine, while the downstream applications span pharmaceuticals, pesticides, and new materials [8]. Import and Export Situation - In the first four months of 2025, China imported 1 kg of chlorotoluene, with an import value of $13, a 72.92% decrease year-on-year [13]. - Exports during the same period totaled 75,800 kg, with a value of $78,216, reflecting a 76.52% decline in quantity and a 76.99% decline in value [13]. Key Companies' Performance - Wehua New Materials is a leading player in the chlorotoluene market, leveraging a complete supply chain and advanced technology to maintain a competitive edge [15]. - Anhui Haihua Technology holds a significant market share with over 50,000 tons/year production capacity, benefiting from integrated production processes [19]. - Jiangsu Changjiang Fine Chemical is recognized for its technological advancements and plans for capacity expansion [17]. Industry Development Trends 1. **Capacity Expansion and Technological Upgrades**: The industry is poised for growth driven by increased demand in agriculture, pharmaceuticals, and new materials, with companies like Anhui Haihua planning to enhance production capacity [20]. 2. **Structural Adjustment in Downstream Demand**: The demand for chlorotoluene is shifting towards high-end applications, particularly in pharmaceuticals and new materials, with significant growth potential in electric vehicle battery materials [22]. 3. **Green and Sustainable Development**: The industry is increasingly focusing on environmentally friendly production methods, with companies implementing waste reduction and energy efficiency measures [23].

Core Viewpoint - The company, Zhejiang Wihua New Materials Co., Ltd., is experiencing a decline in revenue and net profit in the first quarter of 2025, reflecting challenges in the chemical raw materials industry [1][2]. Company Overview - Zhejiang Wihua New Materials specializes in the research and production of chlorotoluene and trifluoromethylbenzene products, with its main products being chlorotoluene series and trifluoromethylbenzene series [1]. - The company has received multiple honors, including recognition as a national high-tech enterprise and a green factory in the petroleum and chemical industry [1]. Financial Performance - In Q1 2025, the company reported revenue of 191 million yuan, a year-on-year decrease of 38.45%, and a net profit of 33.49 million yuan, down 63.17% [2]. - The company's gross profit margin stood at 27.74% [2]. Market Position - The company's rolling price-to-earnings (PE) ratio is 33.50, which is higher than the industry average of 32.62 and the industry median of 33.50 [1][2]. - As of March 31, 2025, the number of shareholders decreased to 18,935, with an average holding value of 352,800 yuan and an average shareholding of 27,600 shares [1]. Industry Context - The average PE ratio for the chemical raw materials industry is 32.62, with a median of 33.50, indicating a competitive market environment [2]. - The company ranks 49th in terms of PE ratio within its industry [1].

每股分配比例 A 股每股现金红利0.30000元（含税） 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/25 | － | 2025/6/26 | 2025/6/26 | 证券代码：603310 证券简称：巍华新材 公告编号：2025-035 浙江巍华新材料股份有限公司 2024年年度权益分派实施公告 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： 差异化分红送转： 否 一、 通过分配方案的股东会届次和日期 本次利润分配方案经公司2025 年 5 月 21 日的2024年年度股东会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3. 分配方案： 本次利润分配以方案实施前的公司总股本345,340,000股为基数，每股派发现金红利 0.30000元（含 ...

浙江巍华新材料股份有限公司 关于非独立董事辞职暨选举职工代表董事的公告 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、关于非独立董事辞职的情况说明 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603310 证券简称：巍华新材 公告编号：2025-033 （一）提前离任的基本情况 浙江巍华新材料股份有限公司（以下简称"公司"）于近日收到公司非独立董事潘强彪先生的书面辞职报 告，潘强彪先生因公司内部工作调整，辞去公司第四届董事会董事职务，同时一并辞去副董事长、董事 会战略委员会委员职务。 ■ （二）离任对公司的影响 根据《公司法》《公司章程》等有关规定，潘强彪先生的辞职不会导致公司董事会成员人数低于法定人 数，不会影响公司董事会的正常运行，亦不会对公司的规范运作和日常运营产生不利影响，潘强彪先生 的辞职报告自送达董事会之日起生效。 截至本公告日，潘强彪先生未履行完毕的公开承诺包括首次公开发行时所作的所持股份的限售安排、自 愿锁定股份、延长锁定期限的承诺，稳定公司股价的预案及约束措施，填补被摊薄即期回报的措施及 ...

证券代码：603310 证券简称：巍华新材 公告编号：2025-034 浙江巍华新材料股份有限公司 第四届董事会第二十三次会议决议公告 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、董事会会议召开情况 浙江巍华新材料股份有限公司（以下简称"公司"）第四届董事会第二十三 次会议通知于 2025 年 6 月 4 日通过电话或电子邮件方式向全体董事发出，会议 于 2025 年 6 月 9 日在公司 301 会议室以现场投票及通讯表决相结合方式召开。 本次会议由董事长吴江伟先生召集主持，应出席董事 7 人，实际出席董事 7 人。 公司高级管理人员列席会议。 本次会议的召集、召开符合《中华人民共和国公司法》《浙江巍华新材料股 份有限公司章程》（以下简称《公司章程》）的有关规定，会议决议合法、有效。 二、董事会会议审议情况 与会董事对本次会议的全部议案进行了认真审议，以记名投票方式表决并作 出如下决议： （一）审议通过《关于选举公司执行事务董事的议案》 根据《公司法》《公司章程》等规定，董事会同意选举吴江伟先生为代表公 司执行公司事 ...

证券代码：603310 证券简称：巍华新材 公告编号：2025-033 浙江巍华新材料股份有限公司（以下简称"公司"）于近日收到公司非独立 董事潘强彪先生的书面辞职报告，潘强彪先生因公司内部工作调整，辞去公司第 四届董事会董事职务，同时一并辞去副董事长、董事会战略委员会委员职务。 | 姓名 | 离任职务 | 离任时间 | 原定任期 到期日 | 离任原因 | 是否继续 在上市公 司及其控 股子公司 任职 | 具体职务 | 是否存在 未履行完 毕的公开 承诺 | | --- | --- | --- | --- | --- | --- | --- | --- | | 潘强彪 | 非独立董事、 副董事长、董 事 会 战 略 委 员会委员 | 年 2025 6 月 日 9 | 2025年11 月 日 8 | 内部工作 调整 | 是 | 职工代表 董事 | 是 | （二）离任对公司的影响 根据《公司法》《公司章程》等有关规定，潘强彪先生的辞职不会导致公司 董事会成员人数低于法定人数，不会影响公司董事会的正常运行，亦不会对公司 的规范运作和日常运营产生不利影响，潘强彪先生的辞职报告自送达董事会之日 起生效。 截至本公告日， ...

证券代码：603310 证券简称：巍华新材 公告编号：2025-033 浙江巍华新材料股份有限公司 关于非独立董事辞职暨选举职工代表董事的公告 浙江巍华新材料股份有限公司（以下简称"公司"）于近日收到公司非独立 董事潘强彪先生的书面辞职报告，潘强彪先生因公司内部工作调整，辞去公司第 四届董事会董事职务，同时一并辞去副董事长、董事会战略委员会委员职务。 | 姓名 | 离任职务 | 离任时间 | 原定任期 到期日 | 离任原因 | 是否继续 在上市公 司及其控 股子公司 任职 | 具体职务 | 是否存在 未履行完 毕的公开 承诺 | | --- | --- | --- | --- | --- | --- | --- | --- | | 潘强彪 | 非独立董事、 副董事长、董 事 会 战 略 委 员会委员 | 年 2025 6 月 日 9 | 2025年11 月 日 8 | 内部工作 调整 | 是 | 职工代表 董事 | 是 | （二）离任对公司的影响 根据《公司法》《公司章程》等有关规定，潘强彪先生的辞职不会导致公司 董事会成员人数低于法定人数，不会影响公司董事会的正常运行，亦不会对公司 的规范运作和日常运营产生 ...

证券代码：603310 证券简称：巍华新材 公告编号：2025-034 浙江巍华新材料股份有限公司 第四届董事会第二十三次会议决议公告 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、董事会会议召开情况 浙江巍华新材料股份有限公司（以下简称"公司"）第四届董事会第二十三 次会议通知于 2025 年 6 月 4 日通过电话或电子邮件方式向全体董事发出，会议 于 2025 年 6 月 9 日在公司 301 会议室以现场投票及通讯表决相结合方式召开。 本次会议由董事长吴江伟先生召集主持，应出席董事 7 人，实际出席董事 7 人。 公司高级管理人员列席会议。 本次会议的召集、召开符合《中华人民共和国公司法》《浙江巍华新材料股 份有限公司章程》（以下简称《公司章程》）的有关规定，会议决议合法、有效。 二、董事会会议审议情况 与会董事对本次会议的全部议案进行了认真审议，以记名投票方式表决并作 出如下决议： （一）审议通过《关于选举公司执行事务董事的议案》 根据《公司法》《公司章程》等规定，董事会同意选举吴江伟先生为代表公 司执行公司事 ...

Group 1 - Guangdian Electric's wholly-owned subsidiary plans to sell 5.91% stake in Shanghai Winshun Electric Technology Co., Ltd. to Yapp Automotive Parts Co., Ltd. for 62.63 million yuan, aiming to optimize asset structure [1] - Anhui Natural Gas received approval for the registration of 500 million yuan short-term financing bonds and 600 million yuan medium-term notes, valid for two years [1] - Kirin Security received government subsidies totaling 6.48 million yuan, which are related to revenue [2] Group 2 - Junshi Biosciences received approval for two new indications for its self-developed drug, Oncorhynchus monoclonal antibody injection, targeting adult patients with heterozygous familial hypercholesterolemia and non-familial hypercholesterolemia [3] - China Resources Double Crane's subsidiary passed GMP compliance inspection for small and large volume injection production lines [4] - Nanjing Public Utilities' board approved the absorption and merger of its wholly-owned subsidiary, Nanjing Jinguang Industry Co., Ltd. [7] Group 3 - Boya Bio received drug registration certificate for human immunoglobulin (pH4) in the Dominican Republic, valid until August 12, 2029 [8] - Jizhi Co. announced that its controlling shareholder and actual controller committed not to reduce their shareholdings until December 31, 2025 [9] - Yuhua Tian won a bid for the integrated urban management project in Lanzhou City, with a total service subsidy of 353 million yuan [10] Group 4 - Anke Rui obtained five invention patent certificates related to various energy management and control technologies [11] - Kebo Da's wholly-owned subsidiary plans to acquire 100% of Czech IMI Company for approximately 9.43 million euros to enhance global production layout [13] - Yantian Port announced a cash dividend of 1.30 yuan per 10 shares, totaling 676 million yuan [14] Group 5 - Huawang Technology plans to distribute a cash dividend of 0.45 yuan per share and a capital reserve increase of 0.20 shares per share [15] - Kabe Yi established a wholly-owned subsidiary in Japan to enhance its business layout [16] - Dongcheng Pharmaceutical's subsidiary received approval for the marketing of sodium fluoride injection, a PET radiopharmaceutical [18] Group 6 - Huaxin New Materials' subsidiary received two utility model patent certificates for innovative devices [19] - Lingang Steel's new 2290 cubic meter blast furnace has been successfully put into operation [21] - Xinlitai received drug registration certificate for Sacubitril/Valsartan tablets, the first of its kind in China [23] Group 7 - Aike Co.'s subsidiary received project designation notices from multiple clients for electric drive platform components [25] - Tonghe Pharmaceutical received drug registration certificate for Apixaban in South Korea [26] - Junting Hotel signed a cooperation agreement with Choice Hotels for exclusive brand usage in mainland China [28] Group 8 - Guangdong Hongtu plans to establish a wholly-owned subsidiary in Zhengzhou to enhance market layout [30] - Yuheng Pharmaceutical signed a joint promotion agreement for Pemafibrate tablets with Xinghe Pharmaceutical [31] - Chongqing Steel terminated the absorption and merger of its wholly-owned subsidiary, citing strategic advantages of independent operation [33] Group 9 - Jihong Co. announced the listing of its H-shares on the Hong Kong Stock Exchange [34] - Deshi Co. announced plans for shareholders to reduce their holdings by up to 0.3% [36] - Xinhai Medical's subsidiary received medical device registration for a dialysis fluid filter [42]