Group 1 - The company expects a net profit of approximately -1.4 million yuan for the first half of 2025, with a net profit excluding non-recurring gains and losses of around -2.8 million yuan [1][2] - The previous year's performance showed a total profit of -55.8351 million yuan, with a net profit attributable to the parent company of -69.1571 million yuan, and a net profit excluding non-recurring gains and losses of 68.5636 million yuan [1][2] - The decline in revenue compared to the same period last year and the reduction in the scope of consolidation due to the disposal of subsidiaries in 2024 are the main reasons for the expected loss [2]

[Anhui Jiyou New Material Co., Ltd. 2025 Semi-Annual Performance Forecast](index=1&type=section&id=Anhui%20Jiyou%20New%20Material%20Co.%2C%20Ltd.%202025%20Semi-Annual%20Performance%20Forecast) This report provides Anhui Jiyou New Material Co., Ltd.'s preliminary performance forecast for the first half of 2025, indicating an expected net loss [Current Period Performance Forecast](index=1&type=section&id=Current%20Period%20Performance%20Forecast) The company anticipates a net loss for the first half of 2025, with preliminary unaudited estimates showing a net loss attributable to the parent company of approximately -1.4 million CNY Estimated Financial Performance (H1 2025) | Financial Indicator | Estimated Amount (CNY) | | :--- | :--- | | Net Profit Attributable to Shareholders of the Parent Company | approx. -1.4 million CNY | | Net Profit Attributable to Shareholders of the Parent Company After Deducting Non-Recurring Gains and Losses | approx. -2.8 million CNY | - This performance forecast indicates a **negative net profit**, and the data has not been audited by an accounting firm; the final data will be subject to the company's officially disclosed semi-annual report[5](index=5&type=chunk)[6](index=6&type=chunk) [Review of Performance in the Same Period Last Year](index=2&type=section&id=Review%20of%20Performance%20in%20the%20Same%20Period%20Last%20Year) In the first half of 2024, the company reported a net loss attributable to the parent company of 69.1571 million CNY, despite a positive net profit after deducting non-recurring items Financial Performance (H1 2024) | Financial Indicator (H1 2024) | Amount (CNY) | | :--- | :--- | | Total Profit | -55.8351 million CNY | | Net Profit Attributable to Shareholders of the Parent Company | -69.1571 million CNY | | Net Profit Attributable to Shareholders of the Parent Company After Deducting Non-Recurring Gains and Losses | 68.5636 million CNY | | Earnings Per Share | -0.13 CNY | [Analysis of Reasons for Current Period's Estimated Loss](index=2&type=section&id=Analysis%20of%20Reasons%20for%20Current%20Period%27s%20Estimated%20Loss) The current period's estimated loss is primarily due to decreased operating revenue and a reduced scope of consolidated financial statements following a 2024 subsidiary disposal - Key reasons for the estimated loss in the current period include: - Operating revenue decreased compared to the same period last year[9](index=9&type=chunk) - The scope of consolidated financial statements decreased due to the disposal of a subsidiary in 2024[9](index=9&type=chunk) [Risk Warning](index=2&type=section&id=Risk%20Warning) As of the announcement date, the company has identified no significant uncertainties impacting the accuracy of this performance forecast - The company has not identified significant uncertainties affecting the accuracy of this performance forecast[10](index=10&type=chunk) [Other Explanatory Notes](index=2&type=section&id=Other%20Explanatory%20Notes) The company emphasizes that the disclosed performance data is preliminary, with final figures subject to the official 2025 semi-annual report, urging investors to consider investment risks - The forecast data is preliminary; final financial data will be subject to the company's officially disclosed 2025 semi-annual report, reminding investors to be aware of investment risks[11](index=11&type=chunk)

Core Viewpoint - Jiyou Co., Ltd. (603429) experienced a trading halt today with a daily turnover rate of 4.17% and a transaction volume of 217 million yuan, reflecting a price fluctuation of 10.16% [2] Trading Activity - The stock was listed on the Shanghai Stock Exchange due to a daily price deviation of 9.34%, with a total net purchase of 21.23 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction volume of 78.14 million yuan, with a buying amount of 49.69 million yuan and a selling amount of 28.46 million yuan, resulting in a net purchase of 21.23 million yuan [2] - The largest buying brokerage was Guotai Junan Securities Co., Ltd. headquarters, with a purchase amount of 12.94 million yuan, while the largest selling brokerage was GF Securities Co., Ltd. Anhui branch, with a selling amount of 7.08 million yuan [2] Fund Flow - The stock saw a net inflow of 41.28 million yuan from main funds today, with a significant single net inflow of 33.82 million yuan and a large single fund inflow of 7.46 million yuan [2] - Over the past five days, the net inflow of main funds totaled 25.51 million yuan [2] Financial Performance - On April 26, the company released its Q1 report, showing a total revenue of 79.16 million yuan, a year-on-year decrease of 57.88%, while net profit reached 1.22 million yuan, a year-on-year increase of 137.74% [2]

Group 1 - The company held its 2024 annual performance briefing on June 20, 2025, with key executives present to interact with investors and address their concerns [1] - Investors inquired about the status of the company's solid-state battery materials infrastructure and revenue generation post-business divestiture, to which the company responded that it is working on industrialization projects and establishing a research and testing base for key materials [1] - The company emphasized its long-standing experience in the packaging and printing industry, highlighting its management and technical team's capabilities in product design and delivery [2] Group 2 - The company is actively seeking new business segments and investment opportunities to enhance its core competitiveness and create new profit growth points, focusing on a comprehensive approach to production, supply, and sales [2] - The company is committed to optimizing its workforce structure and attracting high-quality management and technical talent to support its future transformation and business development needs [3] - The company plans to implement a talent incentive and evaluation system to enhance employee engagement and career development opportunities [3]

证券代码：603429 证券简称：集友股份 公告编号：2025-021 安徽集友新材料股份有限公司 关于 2024 年度业绩说明会召开情况的公告 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个别及连带责任。 2025 年 6 月 20 日 16：00-17：00，公司董事长、总裁徐善水先生，独立董 事赵旭强先生，董事、副总裁、董秘刘力争先生，财务总监吴正兴先生出席了本 次业绩说明会，与投资者进行互动交流，就投资者关注的问题进行了答复。 二、投资者提出的主要问题及公司回复情况 本次业绩说明会投资者提出的主要问题及公司回复情况整理如下： 问题 1：集友新能源合肥公司和固态电池材料基建和二试目前什么情况？能 具体介绍一下？主业出让后通过什么渠道来增加收入 回复：1、公司将根据储能等能源材料产品的工业化项目落地的进度，与潜 在客户进行技术对接、商务洽谈，筹建集新能源固态电池关键材料研发中试基地， 保障能源材料产品工业化项目落地的顺利实施，具体进展请您关注公司在指定信 息披露媒体上发布的相关信息。 2、（1）充分发挥公司产业链整合的优势，积极开 ...

证券代码：603429 证券简称：集友股份 公告编号：2025-020 安徽集友新材料股份有限公司 关于召开 2024 年度业绩说明会的公告 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个别及连带责任。 重要内容提示： 投资者可于 2025 年 06 月 13 日 （星期五） 至 06 月 19 日 （星期四）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 jyzqb@genuinepacking.com 进行提问。公司将在说明会上对投资者普遍关注的 问题进行回答。 三、 参加人员 董事长、总裁：徐善水先生 独立董事：赵旭强先生 安徽集友新材料股份有限公司（以下简称"公司"）已于 2025 年 4 月 26 日发布公司 2024 年年度报告，为便于广大投资者更全面深入地了解公司 2024 年度经营成果、财务状况，公司计划于 2025 年 06 月 20 日（星期五）16:00-17:00 举行 2024 年度业绩说明会，就投资者关心的问题进行交流。 一、 说明会类型 本次投资者说明会以网络互动形式召开，公司 ...

Group 1 - The company will hold a 2024 annual performance briefing on June 20, 2025, from 16:00 to 17:00 [1][2] - The briefing will be conducted in an interactive online format via the Shanghai Stock Exchange Roadshow Center [2][3] - Key participants in the briefing include the Chairman, President, Independent Directors, Vice Presidents, and the Chief Financial Officer [2] Group 2 - Investors can submit questions for the briefing from June 13 to June 19, 2025, through the Roadshow Center or via the company's email [3] - After the briefing, investors can access the main content and details of the event on the Shanghai Stock Exchange Roadshow Center [3]

证券代码：603429 证券简称：集友股份 公告编号：2025-020 安徽集友新材料股份有限公司 二、 说明会召开的时间、地点 （一） 会议召开时间：2025 年 06 月 20 日 （星期五） 16:00-17:00 会议召开时间：2025 年 06 月 20 日 （星期五） 16:00-17:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 （二） 会议召开地点：上证路演中心 （三） 会议召开方式：上证路演中心网络互动 关于召开 2024 年度业绩说明会的公告 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个别及连带责任。 重要内容提示： 投资者可于 2025 年 06 月 13 日 （星期五） 至 06 月 19 日 （星期四）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 jyzqb@genuinepacking.com 进行提问。公司将在说明会上对投 ...

Fundraising Overview - The company raised a total of RMB 400,999,937.80 through a non-public issuance of 18,599,255 shares at a price of RMB 21.56 per share, with a net amount of RMB 390,046,802.77 after deducting related expenses [1] - The funds were allocated to "capital stock" amounting to RMB 18,599,255.00 and "capital reserve - premium on stock" totaling RMB 371,447,547.77 [1] Fund Management - The company established a fundraising management system to regulate the storage and use of raised funds, ensuring investor protection [2] - Specific accounts were opened at various banks for project funding, and a tripartite supervision agreement was signed to clarify the rights and obligations of all parties involved [2] Account Closure - The company decided to permanently supplement its working capital with the remaining funds from terminated projects, as approved in board and shareholder meetings [2] - As of the announcement date, the company had closed one fundraising account and transferred a balance of RMB 241,272,784.90 to its general account, completing the account closure procedures [3][4]

一、募集资金基本情况 根据安徽集友新材料股份有限公司（以下简称公司）第一届董事会第二十一 次会议和 2018 年第三次临时股东大会决议，并经中国证券监督管理委员会证监 许可[2019]201 号文《关于核准安徽集友新材料股份有限公司非公开发行股票的 批复》的核准，公司向特定投资者非公开发行 18,599,255 股新股，每股面值 1 元，每股发行价格为 21.56 元，共募集资金人民币 400,999,937.80 元，扣除保 荐承销费、律师费、审计验资费、信息披露费、登记托管费、印花税等与发行有 关的含税费用人民币 11,598,621.73 元，可用募集资金为人民币 389,401,316.07 元，可用募集资金净额加上本次发行费用可抵扣的增值税进项税额 645,486.70 元，实际募集资金净额为人民币 390,046,802.77 元。其中，计入"股本"人民 币 18,599,255.00 元，计入"资本公积－股本溢价"人民币 371,447,547.77 元。 该事项已于 2019 年 7 月 22 日经大华会计师事务所（特殊普通合伙）（大华验字 [2019]000316 号）验资报告验证。 二、募 ...