股票代码：603650 股票简称：彤程新材 编号：2025-064 债券代码：113621 债券简称：彤程转债 彤程新材料集团股份有限公司 一、主要产品的产量、销量及收入实现情况 主要产品 生产量（吨） 销售量（吨） 营业收入（万元） 特种橡胶助剂及其他 73,761.25 78,683.75 115,853.91 电子化学品 8,779.11 8,416.34 44,165.61 全生物降解材料 1,899.68 5,989.95 5,370.42 主要产品 平均售价（元/吨） 同比变动比 率（%） 季度环比变 2025 年半年度 2024 年半年度 动率（%） 特种橡胶助剂及 其他 14,724.00 15,638.78 -5.85 -4.32 电子化学品 52,476.05 42,736.16 22.79 0.14 全生物降解材料 8,965.72 10,847.23 -17.35 1.25 （二）2025 年半年度公司主要原材料价格变动情况（不含税） 以上生产经营数据，来自公司内部统计，仅为投资者及时了解公司生产经营 概况之用，未对公司未来经营情况做出任何明示或默示的预测或保证，敬请广大 投资者理性投 ...

彤程新材料集团股份有限公司 一、监事会会议召开情况 彤程新材料集团股份有限公司（以下简称"公司"、"彤程新材"）于 2025 年 8 月 26 日在公司会议室召开第三届监事会第二十一次会议。本次会议的会议通知已 于 2025 年 8 月 15 日通过邮件形式发出，本次会议采用现场结合通讯方式召开， 由监事会主席蒋稳仁先生主持。会议应到监事 3 名，实到监事 3 名，符合召开监 事会会议的法定人数。本次会议的召开及程序符合《公司法》和《公司章程》的 有关规定，会议决议合法有效。 | | | 第三届监事会第二十一次会议决议公告 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法律责任。 1 票激励计划》的相关规定，并严格按照相关法律法规履行了必要的审议程序，不 会对公司财务状况和经营业绩产生影响，不存在损害公司及全体股东利益的情形。 因此，监事会同意公司回购注销该部分限制性股票，并同意对该部分限制性股票 的回购价格进行调整。具体内容详见公司同日于指定信息披露媒体披露的《彤程 新材关于回购注销 2023 年限制性股票激励计划部分限制性股票及调整 ...

人民财讯8月27日电，彤程新材（603650）8月27日晚间披露半年报，2025年上半年，公司实现营业收入 为16.55亿元，同比增长4.97%；归母净利润3.51亿元，同比增长12.07%；基本每股收益0.59元。本报告 期归属于上市公司股东的净利润较上年同期增加，主要原因是主营业务盈利能力增加。 ...

彤程新材料集团股份有限公司2025 年半年度报告 公司代码：603650 公司简称：彤程新材 彤程新材料集团股份有限公司 2025 年半年度报告 2025 年 08 月 1 / 185 彤程新材料集团股份有限公司2025 年半年度报告 重要提示 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人Zhang Ning、主管会计工作负责人俞尧明及会计机构负责人（会计主管人员） 朱文卿声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 不适用 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告所涉及的公司未来计划、发展战略等前瞻性陈述，不构成公司对投资者的实质性承诺，请 投资者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、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。 否 九、 是否存在半数以上董事无法保证公司所披露半年度 ...

每经AI快讯，8月27日，彤程新材公告称，彤程新材发布2025年半年度报告，公司上半年实现营业收入 16.55亿元，同比增长4.97%；归属于上市公司股东的净利润为3.51亿元，同比增长12.07%。 （文章来源：每日经济新闻） ...

彤程新材公告，2025年上半年营业收入16.55亿元，同比增长4.97%。归属于上市公司股东的净利润3.51 亿元，同比增长12.07%。基本每股收益0.59元／股，同比增长13.46%。 ...

Core Viewpoint - Tongcheng New Materials Group Co., Ltd. reported a revenue increase and net profit growth in its latest quarterly earnings, indicating a positive financial performance despite a slight decline in stock price on the trading day [1]. Financial Performance - As of the first quarter of 2025, the company achieved total revenue of 856 million yuan, representing a year-on-year growth of 9.41% [1]. - The net profit attributable to shareholders was 160 million yuan, reflecting a year-on-year increase of 10.92% [1]. - The company's non-recurring net profit was also 160 million yuan, showing a significant year-on-year growth of 88.77% [1]. - The liquidity ratios were reported as follows: current ratio at 1.071, quick ratio at 0.904, and debt-to-asset ratio at 59.52% [1]. Stock Performance - On August 25, 2025, the stock closed at 36.11 yuan, down by 0.3% with a turnover rate of 2.99% [1]. - The trading volume was 178,200 hands, with a total transaction value of 646 million yuan [1]. - There was a net outflow of main funds amounting to 28.91 million yuan, accounting for 4.48% of the transaction value [1]. Investment and Intellectual Property - The company has made investments in 27 external enterprises and participated in two bidding projects [2]. - It holds 49 trademark registrations and 290 patent filings, along with 13 administrative licenses [2]. Company Background - Tongcheng New Materials Group Co., Ltd. was established in 2008 and is based in Shanghai, primarily engaged in the manufacturing of chemical raw materials and products [1]. - The registered capital of the company is approximately 599.83 million yuan, with paid-in capital of about 406.13 million yuan [1]. - The legal representative of the company is Zhang Ning [1].

Group 1 - The rubber sector experienced a rise of 2.15% on August 22, with Zhen'an Technology leading the gains [1] - The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1] - Zhen'an Technology's stock price increased by 19.98% to 25.34, with a trading volume of 498,100 shares and a transaction value of 1.167 billion yuan [1] Group 2 - The rubber sector saw a net inflow of 118 million yuan from main funds, while retail investors experienced a net outflow of 16.9879 million yuan [2] - The trading performance of other notable stocks in the rubber sector included Tian Tie Technology, which rose by 9.95% to 8.84, and Kechuang New Source, which increased by 3.08% to 49.91 [1][2] - The overall trading volume and transaction values for various stocks in the rubber sector indicate active market participation, with significant movements in stock prices [1][2]

通过天眼查大数据分析，彤程新材料集团股份有限公司共对外投资了27家企业，参与招投标项目2次， 知识产权方面有商标信息49条，专利信息290条，此外企业还拥有行政许可13个。 来源：金融界 彤程新材最新一期业绩显示，截至2025一季报，公司营业总收入8.56亿元、同比增长9.41%，归属净利 润1.60亿元，同比增长10.92%，扣非净利润1.60亿元，同比增长88.77%，流动比率1.071、速动比率 0.904、资产负债率59.52%。 天眼查商业履历信息显示，彤程新材料集团股份有限公司，成立于2008年，位于上海市，是一家以从事 化学原料和化学制品制造业为主的企业。企业注册资本59983.0991万人民币，实缴资本40612.7323万人 民币。公司法定代表人为Zhang Ning。 金融界消息 截至2025年8月22日收盘，彤程新材（603650）报收于36.22元，上涨3.01%，换手率2.5%， 成交量14.89万手，成交金额5.33亿元。 资金流向方面，今日主力资金净流入4757.45万元，占比成交额8.92%。其中，超大单净流入1583.43万 元、占成交额2.97%，大单净流入3174.03万 ...

Group 1 - The chemical sector experienced a sudden surge, with stocks such as Hangjin Technology hitting the daily limit, and Hongda Co. and Juhua Co. seeing significant increases of over 6% and 4% respectively, while the chemical ETF (516020) rose by 1.15% [1] - The recent "anti-involution" trend has benefited the chemical sector, attracting substantial capital inflows, with the chemical ETF (516020) seeing a net subscription of nearly 140 million yuan over the last five trading days [1][3] - As of August 21, the social security fund held 129 stocks with a total market value of 33.2 billion yuan, with the chemical sector being the largest holding at 6 billion yuan [3] Group 2 - The chemical industry is expected to see a phase of improvement as the "anti-involution" measures are implemented, alleviating issues of overcapacity and excessive competition [3][4] - The chemical ETF (516020) is currently at a relatively low price-to-book ratio of 2.17, indicating a favorable long-term investment opportunity [3] - Analysts suggest that the "anti-involution" trend will be a key policy focus through 2025, leading to a more orderly competitive environment in the chemical sector and potential recovery in profitability [4] Group 3 - The chemical ETF (516020) tracks the CSI segmented chemical industry index, covering various sub-sectors, with nearly 50% of its holdings in large-cap leading stocks [4] - The ETF has shown strong performance, with significant net subscriptions indicating investor confidence in the sector's recovery [3][4] - The potential for increased dividend yields and improved cash flow in the chemical sector is highlighted, suggesting a shift from being a "cash-consuming" industry to a "cash-generating" one [4]