Core Points - On October 29, Haiyang Technology experienced a slight decline of 0.09% with a trading volume of 51.63 million yuan [1] - The company reported a financing buy amount of 4.01 million yuan and a financing repayment of 6.01 million yuan, resulting in a net financing outflow of 2.00 million yuan on the same day [1] - As of October 29, the total margin balance for Haiyang Technology was 83.42 million yuan, accounting for 7.03% of its market capitalization [1] - The company’s main business includes the research, production, and sales of Nylon 6 series products, with revenue composition being 60.75% from Nylon 6 chips, 34.50% from tire fabric, 4.51% from Nylon 6 yarn, and 0.23% from other products [1] - For the period from January to September 2025, Haiyang Technology achieved an operating income of 3.33 billion yuan, a year-on-year decrease of 20.39%, and a net profit attributable to shareholders of 93.08 million yuan, down 23.15% year-on-year [1] - The company has distributed a total of 36.25 million yuan in dividends since its A-share listing [2]

Core Insights - Haiyang Technology (603382.SH) reported its Q3 2025 results on October 30, 2025, highlighting significant institutional investor interest with 32 institutions holding a total of 60.917 million shares, representing 33.61% of the total share capital [1] Institutional Holdings - The top ten institutional investors include Ganzhou Chengyou Investment Center, Linglong Tire Co., Ltd., Hengshen Holdings Group Co., Ltd., Fujian Jinjiang Yingshi Venture Capital Partnership, Fujian Zhongshen Construction Development Co., Ltd., J.P. Morgan Securities PLC, Guotai Asset Management, Jianxin Asset Management, Eastmoney Sci-Tech Innovation Index ETF, and Guotou Ruijin UBS CSI Resource Index (LOF) A, collectively holding 33.61% of shares [1] - Compared to the previous quarter, the combined holding percentage of the top ten institutions decreased by 0.87 percentage points [1] Public Fund Participation - In this reporting period, 2,093 public funds were disclosed, including notable funds such as Nu'an Flexible Allocation Mixed Fund, Guolian An Core Trend One-Year Holding Mixed A, Huisheng Huimin Mixed A, Bank of China Healthcare Mixed A, and Baoying Consumption Theme Mixed Fund [1]

Core Viewpoint - The company, Haiyang Technology Co., Ltd., has released its third-quarter report for 2025, ensuring the accuracy and completeness of the information provided in the report [3][15]. Financial Data - The financial statements for the third quarter of 2025 are unaudited, with the reporting period defined as the three months from the beginning to the end of the quarter [3][5]. - The report includes key financial data and indicators, although specific figures are not detailed in the provided text [3][5]. Board Meeting - The second board meeting of Haiyang Technology was held on October 29, 2025, with all nine directors present, and the meeting was deemed legally valid [9][10]. - The board approved the third-quarter report during this meeting, with a unanimous vote of 9 in favor [10][11]. Strategic Committee Update - The board has renamed the "Strategic Committee" to the "Strategic and ESG Committee" to enhance the management of environmental, social, and governance (ESG) factors, while maintaining the existing committee structure [12][13]. Operational Data - The company disclosed its major operational data for the third quarter of 2025, including production, sales, and revenue figures, which are not subject to tax [15]. - The report notes that the sales volume of nylon 6 chips was lower than production due to some products being used as raw materials for internal downstream products [16].

二、主要产品和原材料的价格变动情况 主要产品 2025 年 7-9 月 产量(吨) 2025 年 7-9 月 销量(吨) 2025 年 7-9 月 营业收入 （元） 尼龙 6 切片 69,407.79 57,078.00 537,543,843.14 锦纶 6 帘子布 13,268.46 13,049.53 217,080,056.10 涤纶帘子布 11,182.97 11,038.77 141,658,203.75 一、主要产品的产量、销量及收入实现情况 证券代码：603382 证券简称：海阳科技 公告编号：2025-024 海阳科技股份有限公司 2025 年第三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。 海阳科技股份有限公司（以下简称"公司"）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》的有 关规定和披露要求，将公司 2025 年第三季度主要经营数据披露如下（均不含税）： 注：尼龙 6 切片销量低于产量，主要为部分产品作为内部下游产品原料所致。 ...

Financial Performance - The company's operating revenue for the third quarter was ¥968,030,190.84, a decrease of 32.58% compared to the same period last year[5] - The total profit for the quarter was ¥10,558,517.04, reflecting a significant decline of 79.37% year-over-year[5] - The net profit attributable to shareholders was ¥14,236,258.35, down 67.30% from the previous year[5] - The net profit after deducting non-recurring gains and losses was ¥12,192,230.62, a decrease of 72.01% compared to the same period last year[5] - The basic earnings per share for the quarter was ¥0.08, a decline of 75.47% year-over-year[6] - The diluted earnings per share also stood at ¥0.08, reflecting a 75.47% decrease compared to the previous year[6] - Total operating revenue for the first three quarters of 2025 is CNY 3,325,944,392.66, a decrease of 20.4% compared to CNY 4,178,040,229.74 in the same period of 2024[21] - Net profit for the first three quarters of 2025 is CNY 98,995,333.05, representing a decline of 21.8% from CNY 126,673,405.72 in the previous year[22] - Earnings per share for the first three quarters of 2025 is CNY 0.62, down from CNY 0.89 in the same period of 2024[22] Assets and Liabilities - Total assets increased by 19.00% to ¥3,572,656,921.02 compared to the end of the previous year[6] - Total assets as of September 30, 2025, reached CNY 3,572,656,921.02, an increase from CNY 3,002,311,105.56 as of December 31, 2024[16] - Total liabilities amount to CNY 1,688,917,640.70, an increase of 2.1% from CNY 1,641,989,052.83[18] - Total current liabilities were reported at CNY 1,043,000,000.00, compared to CNY 1,020,000,000.00 in the previous period[17] - The company has increased its long-term borrowings to CNY 222,551,631.16, up from CNY 177,588,335.12[18] - Short-term borrowings increased to CNY 252,853,687.58 from CNY 213,782,285.84, reflecting a rise of about 18.3%[17] Shareholder Information - The company has a total of 24,957 common shareholders at the end of the reporting period[13] - The top shareholder, Ganzhou Chengyou Investment Center, holds 9.26% of the shares, totaling 16,780,016 shares[13] - Total equity attributable to shareholders of the parent company is CNY 1,733,602,532.34, up 42.5% from CNY 1,216,098,225.16[18] Cash Flow - The net cash flow from operating activities for the year-to-date was ¥53,505,226.50, an increase of 178.70% compared to the same period last year[5] - In the first three quarters of 2025, the net cash flow from operating activities was ¥53,505,226.50, a significant improvement compared to a net outflow of ¥67,984,965.86 in the same period of 2024[24] - Total cash inflow from operating activities decreased to ¥2,429,890,457.68 in 2025 from ¥2,620,231,289.92 in 2024, reflecting a decline of approximately 7.3%[24] - Cash outflow for purchasing goods and services was ¥1,837,744,395.70, down from ¥2,193,731,842.44 in 2024, indicating a reduction of about 16.2%[25] - The net cash flow from investing activities was -¥364,415,763.32 in 2025, worsening from -¥157,328,069.26 in 2024[25] - Cash inflow from financing activities increased to ¥1,211,170,674.65 in 2025, compared to ¥796,164,052.80 in 2024, marking a growth of approximately 52%[25] - The net cash flow from financing activities improved to ¥510,847,189.85 in 2025 from ¥177,188,440.96 in 2024[25] - The ending cash and cash equivalents balance rose to ¥353,637,535.98 in 2025, up from ¥143,260,372.93 in 2024, reflecting a significant increase of approximately 147%[25] Research and Development - Research and development expenses for the first three quarters of 2025 are CNY 114,706,104.60, an increase of 25.6% compared to CNY 91,344,116.17 in the same period of 2024[21] Other Information - The company has not disclosed any significant new strategies or product developments during the reporting period[15] - The company reported a total of CNY 10,000,000.00 in trading financial assets, down from CNY 12,551,591.15[16] - Deferred income tax liabilities decreased to CNY 1,109,049.74 from CNY 1,296,264.70, reflecting a reduction of 14.5%[18] - Accounts receivable decreased to CNY 548,449,627.79 from CNY 600,184,931.54, indicating a reduction of approximately 8.6%[16] - Inventory remained stable at CNY 558,623,060.44, slightly increasing from CNY 558,509,001.31[16] - The impact of exchange rate changes on cash and cash equivalents was a positive ¥8,524,453.49 in 2025, compared to ¥14,827,872.27 in 2024[25]

证券代码：603382 证券简称：海阳科技 公告编号：2025-025 海阳科技股份有限公司 第二届董事会第十八次会议决议公告 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。 具体内容详见公司在指定信息披露媒体披露的《海阳科技股份有限公司 2025 年第三季度报告》。 表决结果：同意 9 票、反对 0 票、弃权 0 票。 本议案已经公司 2025 年第六次董事会审计委员会会议审议通过。 2、审议通过《关于董事会战略委员会更名为董事会战略与 ESG 委员会的议 案》 为提升公司环境、社会与公司治理(ESG)管理水平，董事会同意将"董事会 战略委员会"更名为"董事会战略与 ESG 委员会"，在原有职责的基础上增加 ESG 相关职责。本次调整仅对董事会战略委员会名称和职责进行调整，其组成及 成员不作调整。 表决结果：同意 9 票、反对 0 票、弃权 0 票。 一、董事会会议召开情况 海阳科技股份有限公司（以下简称"公司"）2025 年 10 月 29 日在公司会 议室召开第二届董事会第十八次会议。本次会议的会议通知已于 2025 年 ...

Core Viewpoint - Haiyang Technology (603382.SH) reported a significant decline in both revenue and net profit for the third quarter of 2025, indicating potential challenges in its financial performance [1] Financial Performance - The company's operating revenue for the third quarter was 968 million yuan, representing a year-on-year decrease of 32.58% [1] - The net profit attributable to shareholders of the listed company was 14.2363 million yuan, down 67.30% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 12.1922 million yuan, reflecting a year-on-year decline of 72.01% [1]

Group 1 - The chemical fiber sector increased by 0.62% on October 20, with Shenma Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3863.89, up 0.63%, while the Shenzhen Component Index closed at 12813.21, up 0.98% [1] - Key stocks in the chemical fiber sector showed significant price increases, with Shenma Co., Ltd. rising by 4.45% to a closing price of 10.57 [1] Group 2 - The main capital flow in the chemical fiber sector showed a net inflow of 22.42 million yuan, while retail investors had a net inflow of 63.82 million yuan [2] - Major stocks like Shenma Co., Ltd. and Xinxiang Chemical Fiber saw varying levels of net capital inflow and outflow from different investor categories [3] - Shenma Co., Ltd. had a net inflow of 71.02 million yuan from main capital, while retail investors experienced a net outflow of 43.36 million yuan [3]

Market Overview - The chemical fiber sector experienced a decline of 2.23% on October 17, with Haiyang Technology leading the drop [1] - The Shanghai Composite Index closed at 3839.76, down 1.95%, while the Shenzhen Component Index closed at 12688.94, down 3.04% [1] Individual Stock Performance - Haiyang Technology (603382) closed at 32.76, down 6.32% with a trading volume of 31,100 shares and a turnover of 105 million yuan [1] - Shenma Co., Ltd. (600810) closed at 10.12, down 6.30% with a trading volume of 622,800 shares and a turnover of 643 million yuan [1] - Moyi Zhong (688722) closed at 17.66, down 5.21% with a trading volume of 52,000 shares and a turnover of 94.11 million yuan [1] - Tianfulong (603406) closed at 48.06, down 4.83% with a trading volume of 58,700 shares and a turnover of 288 million yuan [1] - Baogudi (300905) closed at 32.82, down 4.45% with a trading volume of 60,200 shares and a turnover of 202 million yuan [1] Capital Flow Analysis - The chemical fiber sector saw a net outflow of 351 million yuan from institutional investors, while retail investors had a net inflow of 334 million yuan [1] - The table of capital flow indicates that major stocks like Huafeng Chemical (002064) and Montai High-tech (300876) had mixed net inflows and outflows from different investor categories [2]

Group 1 - The core point of the news is that Haiyang Technology experienced a decline in stock price and negative net financing on October 16, 2023, with a trading volume of 42.88 million yuan and a financing balance of 87.66 million yuan, which represents 7.06% of its market capitalization [1][2] Group 2 - On October 16, 2023, Haiyang Technology had a financing buy amount of 2.65 million yuan and a financing repayment of 4.49 million yuan, resulting in a net financing of -1.84 million yuan [1][2] - As of September 19, 2023, the number of shareholders of Haiyang Technology increased to 26,200, up by 1.58%, while the average circulating shares per person decreased by 1.55% to 1,355 shares [2] - For the first half of 2025, Haiyang Technology reported an operating income of 2.36 billion yuan, a year-on-year decrease of 14.01%, while the net profit attributable to the parent company was 78.85 million yuan, reflecting a year-on-year growth of 1.61% [2] Group 3 - Haiyang Technology has cumulatively distributed dividends amounting to 36.25 million yuan since its A-share listing [3]