Market Overview - On August 27, the industrial metals sector declined by 1.85%, with Zhongyuan New Materials leading the drop [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Individual Stock Performance - Zhongyuan New Materials (603527) saw a significant decline of 6.08%, closing at 11.13 with a trading volume of 279,800 shares and a turnover of 318 million yuan [2] - Other notable declines included Huayu Mining (601020) down 5.84% to 24.02 and Zhi'an Technology (300328) down 5.74% to 17.23 [2] - Conversely, Haixing Co. (603115) increased by 2.08% to 18.63, with a trading volume of 127,100 shares and a turnover of 239 million yuan [1] Capital Flow Analysis - The industrial metals sector experienced a net outflow of 3.62 billion yuan from institutional investors, while retail investors saw a net inflow of 2.617 billion yuan [2] - The capital flow for individual stocks showed that Haiyang Co. had a net inflow of 64.38 million yuan from institutional investors, while it faced a net outflow of 79.54 million yuan from retail investors [3] - Yuguang Jin Lead (600531) had a net inflow of 27.25 million yuan from institutional investors but also saw outflows from retail investors [3]

Financial Performance - The company reported a total revenue of 4.804 billion yuan, ranking 19th among disclosed peers, with an increase of 755 million yuan compared to the same period last year, representing a year-on-year growth of 18.65% [1] - The net profit attributable to shareholders was 95.241 million yuan, an increase of 30.089 million yuan from the same period last year, reflecting a year-on-year increase of 46.18% [1] - The net cash inflow from operating activities was 171 million yuan, ranking 20th among disclosed peers, with an increase of 518 million yuan compared to the same period last year [1] Profitability Metrics - The latest asset-liability ratio is 54.69% [3] - The latest gross profit margin is 1.20%, an increase of 0.37 percentage points from the previous quarter [3] - The latest return on equity (ROE) is 4.63%, ranking 20th among disclosed peers, with an increase of 1.29 percentage points compared to the same period last year [3] Earnings Per Share - The diluted earnings per share (EPS) is 0.30 yuan, ranking 15th among disclosed peers, with an increase of 0.09 yuan compared to the same period last year, representing a year-on-year increase of 42.86% [3] Efficiency Ratios - The latest total asset turnover ratio is 1.10 times, ranking 4th among disclosed peers [3] - The latest inventory turnover ratio is 4.20 times, ranking 15th among disclosed peers [3] Shareholder Structure - The number of shareholders is 24,600, with the top ten shareholders holding 158 million shares, accounting for 49.88% of the total share capital [3] - The largest shareholder is Feng Quanhua, holding 26.42% of the shares [3]

Core Viewpoint - The company, Anhui Zhongyuan New Materials Co., Ltd., reported significant growth in revenue and net profit for the first half of 2025, driven by its dual strategy in new materials and new energy sectors [14][15]. Company Overview - The company is engaged in the production of new materials and new energy products, with a focus on copper products and battery components [16]. - As of June 30, 2025, the total assets amounted to 4.624 billion yuan, a year-on-year increase of 12.76% [15]. Financial Performance - The company achieved an operating income of 4.804 billion yuan, representing an 18.65% year-on-year growth [14]. - The net profit attributable to shareholders was 95 million yuan, up 46.18% year-on-year, while the net profit after deducting non-recurring gains and losses was -12 million yuan, a decrease of 123.25% [14]. Business Segments New Materials - The company produced 62,400 tons of copper strip and 1,756.24 tons of copper foil during the reporting period [17]. - The annual production capacity for high-precision copper alloy strip and copper strip blank is expected to reach 200,000 tons after project completion [17]. New Energy - The company’s subsidiaries are involved in the production of battery pack casings and structural components, with an annual capacity of 500,000 sets [19]. - The aluminum foil business produced 6,984.57 tons, with specific production for battery foil at 379.52 tons [20]. Shareholder Returns - In June 2025, the company distributed a cash dividend of 0.16 yuan per share, totaling approximately 50.72 million yuan, which is 39.84% of the net profit for 2024 [23]. Innovation and R&D - The company holds numerous patents, including 23 invention patents and 80 utility model patents in the new materials sector [24]. Governance and Compliance - The company emphasizes compliance with regulatory requirements and has made revisions to its governance structure to enhance operational efficiency [26][27].

Core Viewpoint - The company has implemented a "Quality Improvement and Efficiency Enhancement" action plan to align with regulatory requirements and enhance shareholder returns, reporting significant growth in net profit while facing challenges in non-recurring profit metrics [1][8]. Financial Performance - The company's net profit attributable to shareholders reached 0.95 billion, an increase of 46.18% year-on-year, while the net profit excluding non-recurring items decreased by 123.25% to -0.12 billion [1]. - As of June 30, 2025, total assets amounted to 46.24 billion, reflecting a year-on-year growth of 12.76%, and net assets attributable to shareholders were 20.55 billion, up 2.24% [2]. Business Operations - The company produced 62,400 tons of copper strip and sold 62,700 tons, with copper foil production at 1,756.24 tons and sales at 1,730.81 tons, achieving export sales of 4,471.95 tons [2]. - The company’s subsidiary, Anhui Yongjie Copper Industry, has a project with an annual production capacity of 100,000 tons of high-precision copper alloy strip and 50,000 tons of copper strip, with the first phase now operational [2]. Product Development - The company’s main products in the new energy sector include battery pack casings and structural components, with an annual capacity of 500,000 sets, primarily serving clients like Chery Automobile [2]. - The aluminum foil business produced 6,984.57 tons, with battery foil production at 379.52 tons, and the first phase of a 50,000-ton battery foil project is now operational [3]. Shareholder Returns - The company declared a cash dividend of 0.16 per share, totaling 50.72 million, which represents 39.84% of the net profit attributable to shareholders for 2024 [5]. - Since its listing, the company has distributed dividends eight times, amounting to approximately 344 million [5]. Innovation and R&D - The company holds 23 invention patents and 80 utility model patents in the new materials sector, and 2 invention patents and 15 utility model patents in the new energy sector [6]. - The R&D center focuses on optimizing production processes and enhancing product value, aiming to foster new productive forces [5]. Governance and Compliance - The company has revised its governance documents to ensure compliance with legal requirements and improve operational standards [7]. - It emphasizes the training of key personnel to enhance compliance awareness and risk management capabilities [7]. Investor Communication - The company adheres to strict information disclosure regulations and has established multiple channels for investor communication, including performance briefings and interactive platforms [6].

Group 1 - The company announced the approval of the "2025 Semi-Annual Report and its Summary" during the 14th meeting of the fifth board of directors [2]

证券日报网讯 8月26日晚间，众源新材发布公告称，2025年半年度公司实现营业收入4，803，865， 637.09元，同比增长18.65%；归属于上市公司股东的净利润为95，240，961.20元，同比增长46.18%。 （编辑 何成浩） ...

Group 1 - The board of directors of Anhui Zhongyuan New Materials Co., Ltd. held its 14th meeting of the 5th session on August 26, 2025, with all 9 directors present [1][2] - The meeting approved the 2025 semi-annual report and its summary, which can be found on the Shanghai Stock Exchange website [1][2] - The board also approved the evaluation report on the "Quality Improvement and Efficiency Enhancement Return" action plan, with unanimous support from all directors [2]

Group 1 - The company reported a revenue of 4.804 billion yuan for the first half of 2025, representing a year-on-year growth of 18.65% [1] - The net profit attributable to shareholders reached 95.24 million yuan, showing a year-on-year increase of 46.18% [1] - The company reported a non-recurring net profit loss of 12.08 million yuan [1] - The basic earnings per share were 0.30 yuan [1]

产品产量、销量及同比变化情况为： 以上经营数据未经审计，仅供投资者及时了解公司生产经营状况所用，敬请 广大投资者理性投资，注意投资风险。 安徽众源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》及 其附件《第十六号——有色金属》有关规定和披露要求，并结合公司的实际情况， 公司 2025 年半年度主要经营数据如下： | 主要产品 | 单位 | 生产量 | 销售量 | 库存量 | 生产量 比上年 | 销售量 比上年 | 库存量 比上年 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 同期增 | 同期增 | 同期增 | | | | | | | 减（%） | 减（%） | 减（%） | | 铜板带 | 吨 | 62,414.82 | 62,711.65 | 2,512.85 | 10.29 | 9.89 | 20.25 | | 铜箔 ...

安徽众源新材料股份有限公司 证券代码：603527 证券简称：众源新材 公告编号：2025-040 二、董事会会议审议情况 （一）审议通过《2025 年半年度报告及其摘要》 具体内容详见公司同日披露于上海证券交易所网站（www.sse.com.cn）的《众 源新材 2025 年半年度报告》及《众源新材 2025 年半年度报告摘要》。 表决结果：同意 9 票，反对 0 票，弃权 0 票，通过该议案。 本议案已经公司第五届审计委员会第十一次会议审议通过。 第五届董事会第十四次会议决议公告 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 安徽众源新材料股份有限公司（以下简称"众源新材"或"公司"）于 2025 年 8 月 15 日通过电话和传真等方式向公司全体董事、高级管理人员发出《安徽 众源新材料股份有限公司第五届董事会第十四次会议通知》，公司第五届董事会 第十四次会议于 2025 年 8 月 26 日下午 2:00 在公司会议室召开，会议应出席董 事 9 名，实际出席会议董事 9 名，会议由董事长封全虎先 ...