8月20日索通发展发布2025半年度分配预案，拟10派2.1元（含税），预计派现金额合计为1.04亿元。派 现额占净利润比例为19.89%，这是公司上市以来，累计第8次派现。 公司上市以来历次分配方案一览 | 日期 | 分配方案 | 派现金额合计（亿元） | 股息率（%） | | --- | --- | --- | --- | | 2025.06.30 | 10派2.1元（含税） | 1.04 | 1.26 | | 2023.09.30 | 10派5.6元（含税） | 3.03 | 2.56 | | 2022.12.31 | 10派4.1元（含税） | 2.22 | 1.41 | | 2021.12.31 | 10派4.7元（含税） | 2.16 | 2.32 | | 2020.12.31 | 10派2元（含税） | 0.87 | 1.39 | | 2019.12.31 | 10派0.6162元（含税） | 0.21 | 0.48 | | 2018.12.31 | 10派0.9元（含税） | 0.30 | 0.34 | | 2017.12.31 | 10转增4派6.77元（含税） | 1.65 | 1.14 ...

Core Viewpoint - Several listed companies in the Shanghai and Shenzhen markets announced significant developments, including stock issuance, performance reports, and shareholder actions, which may present investment opportunities and risks for investors [3]. Group 1: Company Announcements - Tianwei Foods is planning to issue H-shares and apply for listing on the Hong Kong Stock Exchange to enhance its international strategy and brand recognition [4]. - *ST Yazhen's stock will resume trading on August 21 after a review, as its stock price had deviated significantly from the market [5]. - Wanto Development's subsidiary, Shudao Technology, is expected to begin mass production of PCIe 5.0 switch chips by the end of 2025, addressing performance bottlenecks in domestic AI chips [6][7]. - Kosen Technology clarified that it does not produce AI glasses or related components, despite being associated with the AI sector in media reports [8]. - Jiecheng Co. plans to transfer 5% of its shares to Hesheng Wealth for a total consideration of 679 million yuan [9]. Group 2: Performance Reports - Muyuan Foods reported a net profit of 10.53 billion yuan for the first half of 2025, a year-on-year increase of 1169.77%, with a revenue of 76.463 billion yuan [10]. - Hengrui Medicine achieved a net profit of 4.45 billion yuan, up 29.67% year-on-year, with a revenue of 15.761 billion yuan [11]. - Kingsoft Office's net profit for the first half of 2025 was 747 million yuan, reflecting a growth of 3.57% [12][13]. - Suotong Development reported a net profit of 523 million yuan, a significant increase of 1568.52%, with a revenue of 8.306 billion yuan [14]. - Weicai Technology's net profit reached 101 million yuan, up 831.03%, with a revenue of 634 million yuan [15]. - Yonghui Supermarket reported a loss of 241 million yuan, transitioning from profit to loss, with a revenue decline of 20.73% [16]. Group 3: Shareholder Actions - Dongfang Zircon's chairman plans to reduce his holdings by up to 1.315 million shares [17]. - Nanjing New Hundred plans to sell up to 6 million shares of its repurchased stock [18]. - Jinhongshun's major shareholder intends to reduce its stake by up to 3% [19][20]. - Xiamen Construction Machinery plans to reduce its holdings by up to 1% [21]. - Alloy Investment's major shareholder plans to reduce its stake by up to 3% [22]. - Rongzhi Rixin's controlling shareholder plans to reduce its holdings by up to 3% [23].

（文章来源：证券日报） 证券日报网讯 8月20日晚间，索通发展发布公告称，近日，公司为控股子公司云南索通云铝炭材料有限 公司的授信业务提供担保，担保金额合计15，000.00万元，包括兴业银行股份有限公司昆明分行的10， 000万元和中国农业银行股份有限公司曲靖沾益支行的5，000万元。截至本公告披露日，公司及子公司 为索通云铝提供的担保余额为人民币160，750.91万元（不含本次），尚未使用的担保额度为95，000.00 万元，索通云铝的其他股东未提供担保。 ...

Growth - SOTONG Development reported a net profit of 523 million yuan in the first half of the year, a year-on-year increase of 1568.52% [2] - Muyuan Foods achieved a net profit of 10.53 billion yuan, reflecting a year-on-year growth of 1169.77% [2] - Spring Autumn Electronics posted a net profit of 93.32 million yuan, up 248.44% year-on-year [2] - Baobian Electric's net profit reached 75.37 million yuan, marking a year-on-year increase of 230.76% [2] - Baiyun Airport reported a net profit of 750 million yuan, with a year-on-year growth of 71.32% [2] - Hengdian East Magnetic's net profit was 1.02 billion yuan, showing a year-on-year increase of 58.94% [2] - China XD Electric recorded a net profit of 598 million yuan, up 30.08% year-on-year [2] - Heng Rui Medicine achieved a net profit of 4.45 billion yuan, reflecting a year-on-year growth of 29.67% [2] - Yanjinpuzi reported a net profit of 373 million yuan, with a year-on-year increase of 16.7% [2] - Lizhu Group posted a net profit of 1.281 billion yuan, marking a year-on-year growth of 9.4% [2] Decline and Loss - Zhongheng Electric reported a net profit of 47.48 million yuan, a year-on-year decline of 30.19% [2] - Yonghui Supermarket experienced a net loss of 241 million yuan, transitioning from profit to loss year-on-year [2] - Wantai Biological Pharmacy reported a net loss of 144 million yuan, also transitioning from profit to loss year-on-year [2] - Jimin Health reported a net loss of 52.70 million yuan [2]

Core Viewpoint - The company, Suotong Development, reported significant growth in its financial performance for the first half of 2025, driven by increased demand and rising prices in the prebaked anode market [1][2] Financial Performance - The company achieved a revenue of 8.306 billion yuan, representing a year-on-year increase of 28.28% [1] - The net profit attributable to shareholders reached 523 million yuan, showing a remarkable growth of 1568.52% [1] - Basic earnings per share were reported at 1.05 yuan [1] - A cash dividend of 2.1 yuan per 10 shares (including tax) is proposed [1] Production and Sales - The production of prebaked anodes reached 1.7605 million tons, an increase of 12.23% year-on-year [1] - Sales of prebaked anodes totaled 1.6901 million tons, up by 9.82% year-on-year [1] - Export sales of prebaked anodes were 445,600 tons, reflecting a growth of 13.18% [1] - Domestic sales amounted to 1.2445 million tons, increasing by 8.66% [1] - Lithium battery anode production was 42,900 tons, up 84.91% year-on-year, with sales reaching 44,000 tons, a 120% increase [1] - Capacitor production was 775 million units, a growth of 3.52%, with sales of 788 million units, increasing by 8.47% [1] Capacity Expansion - The company is progressing with a joint venture project in Guangxi for 600,000 tons of prebaked anodes, with construction nearing completion [2] - A joint venture project in Jiangsu for 320,000 tons of prebaked anodes is also underway, aimed at meeting Southeast Asian market demand [2] - The company signed a joint development agreement with EGA for its first overseas prebaked anode project [2] Technological Development - The company is exploring solid-state battery technology, having signed a technical development contract with Beijing Institute of Technology for sulfide solid electrolyte and silicon-based anode interface technology [2] - Previous collaborations with the same institute have led to the development of silicon-carbon and silicon-oxygen composite anode materials, resulting in patent applications [2] - The company has completed small-scale development of CVD silicon-carbon materials based on biomass carbon sources and is advancing research on resin-based carbon sources [2]

Core Viewpoint - The company reported significant growth in both revenue and net profit for the first half of 2025, driven by strong market demand and rising prices in the prebaked anode sector [1]. Financial Performance - The company achieved operating revenue of 8.306 billion yuan, representing a year-on-year increase of 28.28% [1] - Net profit attributable to shareholders reached 523 million yuan, showing a remarkable year-on-year growth of 1,568.52% [1] - The net profit excluding non-recurring gains and losses was 522 million yuan, reflecting a year-on-year increase of 364.53% [1] - Basic earnings per share were reported at 1.05 yuan [1] - The company proposed a cash dividend of 2.1 yuan per 10 shares (tax included) to all shareholders [1] Industry Insights - The prebaked anode sector within the primary aluminum industry demonstrated a favorable development trend, with rising aluminum prices and strong market demand contributing to increased prebaked anode prices [1] - The company's joint ventures with high-quality downstream customers, including the 340,000-ton prebaked anode project and the 300,000-ton project, have been steadily operating, leading to significant growth in prebaked anode production and sales [1]

报告期内，预焙阳极所处的原铝产业链展现出良好发展态势，原铝价格上涨，市场需求旺盛，因此，预 焙阳极价格上涨。公司与下游优质客户合资的索通创新二期34万吨预焙阳极项目、陇西索通30万吨预焙 阳极项目产能稳步运行，预焙阳极产销量同比较大幅度增长。以上导致公司营业收入同比增长。 索通发展（603612）(603612.SH)发布2025年半年度报告，该公司营业收入为83.06亿元，同比增长 28.28%。归属于上市公司股东的净利润为5.23亿元，同比增长1568.52%。归属于上市公司股东的扣除非 经常性损益的净利润为5.22亿元，同比增长364.53%。基本每股收益为1.05元。 ...

智通财经APP讯，索通发展(603612.SH)发布2025年半年度报告，该公司营业收入为83.06亿元，同比增 长28.28%。归属于上市公司股东的净利润为5.23亿元，同比增长1568.52%。归属于上市公司股东的扣除 非经常性损益的净利润为5.22亿元，同比增长364.53%。基本每股收益为1.05元。 报告期内，预焙阳极所处的原铝产业链展现出良好发展态势，原铝价格上涨，市场需求旺盛，因此，预 焙阳极价格上涨。公司与下游优质客户合资的索通创新二期 34 万吨预焙阳极项目、陇西索通 30 万吨预 焙阳极项目产能稳步运行，预焙阳极产销量同比较大幅度增长。以上导致公司营业收入同比增长。 ...

3.计提工程物资减值准备 179.65 万元，主要系生产线更新改造，原有设备配 件不能满足使用要求，计提减值准备。 二、计提资产减值准备对公司的影响 证券代码：603612 证券简称：索通发展 公告编号：2025-040 索通发展股份有限公司 关于计提资产减值准备的公告 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。 为客观、公允地反映索通发展股份有限公司（以下简称"公司"）2025年半 年度的财务状况和资产价值，根据《企业会计准则》等相关规定，公司对合并报 表范围内的各类资产进行了分析和评估，基于谨慎性原则，公司对可能存在减值 迹象的资产进行减值测试，确认存在减值的，计提减值准备。公司于2025年8月19 日召开的第五届董事会第二十一次会议、第五届监事会第十四次会议审议并通过 《关于计提资产减值准备的议案》，现将有关情况公告如下： 一、计提资产减值准备情况 1.公司 2025 年半年度应收款项计提信用减值损失 596.69 万元，其中：应收票 据计提坏账准备 17.75 万元，应收账款计提坏账准备 578.46 万元，其他应 ...

证券代码：603612 证券简称：索通发展 公告编号：2025-042 索通发展股份有限公司 关于为控股子公司提供担保的公告 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。 重要内容提示： 担保对象及基本情况 | | 被担保人名称 本次担保金额 | 15,000.00 | 云南索通云铝炭材料有限公司 万元 | | | --- | --- | --- | --- | --- | | 担保对象 | 实际为其提供的担保余额 | 160,750.91 | | 万元（不含本次） | | | 是否在前期预计额度内 | 是 | □否 | □不适用：_________ | | | 本次担保是否有反担保 | □是 | 否 | □不适用：_________ | 累计担保情况 | 对外担保逾期的累计金额（万元） | / | | --- | --- | | 截至本公告日上市公司及其控股 子公司对外担保总额（万元） | 1,801,833.14 | | 对外担保总额占上市公司最近一 | 348.47 | | 期经审计净资产的比例（%） | | | ...