格隆汇9月8日丨集友股份(603429.SH)在投资者互动平台表示，公司目前暂无磷酸铁锂储能业务，控股 子公司集新能源主要在固态电池方向系统地开展关键材料研究。 ...

Market Performance - The packaging and printing sector increased by 1.61% on September 1, with Hongyu Packaging leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Top Gainers in Packaging and Printing Sector - Hongyu Packaging (837174) closed at 28.65, with a significant increase of 29.99% and a trading volume of 80,300 shares, totaling a transaction value of 213 million [1] - Yinglian Co., Ltd. (002846) saw a rise of 10.03%, closing at 18.32, with a trading volume of 486,400 shares and a transaction value of 85.5 million [1] - Jiyou Co., Ltd. (603429) increased by 10.00%, closing at 10.89, with a trading volume of 233,800 shares and a transaction value of 244 million [1] Decliners in Packaging and Printing Sector - Hongbo Co., Ltd. (002229) experienced a decline of 4.80%, closing at 20.44, with a trading volume of 1,007,700 shares and a transaction value of 2.082 billion [2] - Renzi New Materials (002735) fell by 2.08%, closing at 16.92, with a trading volume of 779,000 shares and a transaction value of 1.315 billion [2] - Shunpiao Co., Ltd. (002565) decreased by 1.05%, closing at 7.51, with a trading volume of 496,600 shares and a transaction value of 372 million [2] Capital Flow Analysis - The packaging and printing sector saw a net outflow of 34.2763 million from institutional investors, while retail investors contributed a net inflow of 137 million [2] - Major stocks like Yinglian Co., Ltd. and Zijiang Enterprise (600210) had significant capital movements, with Zijiang Enterprise seeing a net inflow of 202 million from institutional investors [3]

Core Viewpoint - Jiyou Co., Ltd. reported a narrowing loss in its 2025 mid-year financial results, with total revenue significantly declining compared to the previous year [1] Financial Performance Summary - Total revenue for 2025 reached 104 million yuan, a decrease of 63.38% year-on-year from 284 million yuan in 2024 [1] - The net profit attributable to shareholders was -1.39 million yuan, an improvement of 97.99% from -69.16 million yuan in the previous year [1] - The gross margin was 10.51%, down 75.14% from 42.30% in 2024 [1] - The net margin was -1.58%, showing a 93.45% increase from -24.17% in the previous year [1] - Total expenses (selling, administrative, and financial) amounted to 9.22 million yuan, accounting for 8.87% of revenue, an increase of 8.6% year-on-year [1] Key Financial Metrics - Earnings per share (EPS) was -0.00 yuan, a 97.69% improvement from -0.13 yuan in 2024 [1] - Operating cash flow per share was -0.04 yuan, an increase of 76.78% from -0.18 yuan in the previous year [1] - The company's net asset per share was 2.36 yuan, down 4.47% from 2.47 yuan in 2024 [1] Changes in Financial Items - Accounts receivable decreased by 66.48% to 24.97 million yuan due to the collection of overdue payments [1] - Inventory decreased by 34.62% due to reduced shipments [2] - Other non-current assets increased by 1460.45% due to an increase in prepaid equipment [5] - Accounts payable decreased by 39.01% due to reduced material payments [6] - Tax payable decreased by 90.05% due to a reduction in income tax [8] Cash Flow Analysis - Net cash flow from operating activities increased by 76.78% due to reduced cash payments related to operations [9] - Net cash flow from investing activities decreased by 75.59% due to reduced cash received from investment recoveries [9] - Net cash flow from financing activities increased by 99.76% due to share buybacks in the previous year [9] Business Evaluation - The company's historical return on invested capital (ROIC) has been relatively strong, with a median ROIC of 17.18% since its listing [11] - The company has experienced one loss year since its IPO, indicating potential for recovery [11] - The company's cash assets are reported to be in a healthy state, suggesting good liquidity [11]

Group 1 - Company reported a significant decline in revenue for the first half of 2025, approximately 1.04 million yuan, representing a year-on-year decrease of 63.38% [1] - The net profit attributable to shareholders for the same period was a loss of approximately 139 thousand yuan, with basic earnings per share showing a loss of 0.003 yuan [1] - In comparison, the revenue for the first half of 2024 was approximately 2.84 million yuan, with a net profit loss of about 69.16 million yuan and basic earnings per share loss of 0.13 yuan [1] Group 2 - The automotive industry is experiencing a competitive landscape with nearly 120 brands and 1,600 vehicles participating in the Southwest region, indicating a shift in market dynamics [1] - The upcoming A-class car exhibition is expected to redefine the market structure for new energy vehicles, referred to as the "third pole" in the industry [1]

Group 1 - The company reported a total operating revenue of 1.04 million yuan for the first half of 2025, representing a year-on-year decline of 63.38% [1] - The net profit attributable to shareholders of the parent company was -1.39 million yuan, which is an improvement of 67.77 million yuan compared to the same period last year [1] - The basic earnings per share were -0.003 yuan [1]

证券代码：603429 证券简称：集友股份 公告编号：2025-024 安徽集友新材料股份有限公司 表决情况：赞成票 3 票，反对票 0 票，弃权票 0 票。 相关内容请详见上海证券交易所网站（www.sse.com.cn）及公司指定信息披 露媒体《中国证券报》、《上海证券报》、《证券时报》和《证券日报》。 特此公告。 经与会监事审议，通过了以下议案： 一、《2025 年半年度报告全文及其摘要》 表决情况：赞成票 3 票，反对票 0 票，弃权票 0 票。 相关内容请详见上海证券交易所网站（www.sse.com.cn）及公司指定信息披 露媒体《中国证券报》、《上海证券报》、《证券时报》和《证券日报》。 二、关于《2025 年半年度募集资金存放与实际使用情况的专项报告》的议 案 第三届监事会第二十二次会议决议公告 本公司监事会及全体监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。 安徽集友新材料股份有限公司（以下简称"公司"）第三届监事会第二十二 次会议于2025年8月19日以电话、书面方式发出会议通知，会议于2025年8月29 日在公司会议 ...

证券代码：603429 证券简称：集友股份 公告编号：2025-023 安徽集友新材料股份有限公司 第三届董事会第二十九次会议决议公告 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个别及连带责任。 安徽集友新材料股份有限公司（以下简称"公司"）第三届董事会第二十九 次会议于 2025 年 08 月 19 日以电话、书面方式发出会议通知，会议于 2025 年 08 月 29 日在公司会议室以现场结合通讯方式召开。本次会议由公司董事长徐善 水先生主持，应出席会议董事 6 人，实际出席会议董事 6 人。公司监事和高级管 理人员列席了会议。本次会议的召集、召开符合有关法律、行政法规、部门规章、 规范性文件和公司章程的规定。 经与会董事审议，通过了以下议案： 一、《2025 年半年度报告全文及其摘要》 表决情况：赞成票 6 票，反对票 0 票，弃权票 0 票。 本议案已经董事会审计委员会审议通过，并同意提交董事会审议。 表决情况：赞成票 6 票，反对票 0 票，弃权票 0 票。 本议案已经董事会审计委员会审议通过，并同意提交董事会审议。 《安徽 ...

Core Viewpoint - The report indicates a significant decline in the company's financial performance for the first half of 2025, with a notable drop in revenue and net profit, reflecting challenges in the packaging printing industry and the company's ongoing transformation efforts [1][2][4]. Financial Performance - The company's operating revenue for the first half of 2025 was approximately 103.95 million yuan, a decrease of 63.38% compared to the same period last year [2][4]. - The total profit for the period was approximately 845,000 yuan, contrasting sharply with a loss of about 55.84 million yuan in the previous year [2][4]. - The net profit attributable to shareholders was approximately -1.39 million yuan, a significant decline from a loss of about 69.16 million yuan in the same period last year [2][4]. - The net cash flow from operating activities was approximately -22.51 million yuan, compared to -96.92 million yuan in the previous year [2][4]. Industry Overview - The packaging printing industry is a crucial part of the national economy, integrating manufacturing and service sectors, and has seen gradual market expansion in recent years [4]. - In the first half of 2025, the printing and recording media reproduction industry reported a revenue of approximately 314.11 billion yuan, with a slight decline of 0.3% year-on-year [4]. Business Strategy and Transformation - The company is focusing on transforming its business model by leveraging its strengths in industry experience, technology, product quality, and new product development [4][5]. - Efforts are being made to optimize personnel structure and reduce costs while exploring new markets and products in the social packaging printing sector [4][5]. - The company is also working on establishing a research and development base for solid-state battery key materials to support its transition into the energy materials sector [5]. Key Financial Indicators - Basic earnings per share for the reporting period were -0.003 yuan, compared to -0.13 yuan in the previous year [2][3]. - The weighted average return on net assets was -0.11%, down from -4.67% in the previous year [3]. - The total assets at the end of the reporting period were approximately 1.36 billion yuan, a decrease of 2.69% from the previous year [2][3]. Operational Challenges - The decline in revenue is attributed to a decrease in cigarette packaging printing business and the reduction in the scope of consolidation due to the disposal of certain subsidiaries [4][7]. - The company faces high customer concentration risks, which could adversely affect its business if major customers reduce their demand [8].

| 安徽集友新材料股份有限公司2025 | 年半年度报告摘要 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 公司代码：603429 | 公司简称：集友股份 | | | | | | | 安徽集友新材料股份有限公司 | | | | | | | | 安徽集友新材料股份有限公司2025 | 年半年度报告摘要 | | | | | | | 第一节 重要提示 | | | | | | | | 展规划，投资者应当到 www.sse.com.cn | 网站仔细阅读半年度报告全文。 | | | | | | | 完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 | | | | | | | | 无 | | | | | | | | 第二节 公司基本情况 | | | | | | | | 公司股票简况 | | | | | | | | 股票种类 股票上市交易所 股票简称 | | | 股票代码 | | | 变更前股票简 | | 称 | | | | | | | | A股 上海证券交易所 集友股份 | 603429 | | | 不适用 | | | | 联 ...

Core Points - The board of directors of Anhui Jiyou New Materials Co., Ltd. held its 29th meeting on August 19, 2025, with all 6 attending directors present [1] - The board approved the 2025 semi-annual report and its summary, with a unanimous vote of 6 in favor [1] - The board also approved the special report on the storage and actual use of raised funds for the first half of 2025, again with a unanimous vote of 6 in favor [2] - A new management system for the deferral and exemption of information disclosure was also approved by the board, with a unanimous vote of 6 in favor [2] Summary by Category Meeting Details - The meeting was convened in accordance with relevant laws and regulations, with all necessary parties present [1] Financial Reports - The 2025 semi-annual report and its summary were approved, indicating the company's financial performance for the first half of the year [1] Fund Management - The special report on the storage and actual use of raised funds was approved, ensuring transparency in the company's financial practices [2] Information Disclosure - The new management system for information disclosure was established to enhance compliance and governance within the company [2]