（编辑 任世碧） 证券日报网讯 10月27日晚间，彤程新材发布2025年第三季度报告称，2025年第三季度公司实现营业收 入868，772，878.90元，同比增长2.38%；归属于上市公司股东的净利润为143，163，889.00元，同比 增长14.11%。 ...

智通财经APP讯，彤程新材(603650.SH)披露2025年第三季度报告，公司前三季度实现营收25.23亿元， 同比增长4.06%;归母净利润4.94亿元，同比增长12.65%;扣非净利润4.66亿元，同比增长32.55%;基本每 股收益0.83元。 ...

Core Viewpoint - Tongcheng New Materials (603650.SH) reported a year-on-year revenue increase of 4.06% for the first three quarters of 2025, reaching 2.523 billion yuan, alongside a net profit attributable to shareholders of 494 million yuan, reflecting a growth of 12.65% [1] Financial Performance - The total operating revenue for the first three quarters of 2025 was 2.523 billion yuan, marking a 4.06% increase compared to the previous year [1] - The net profit attributable to the parent company's shareholders was 494 million yuan, which is a 12.65% year-on-year growth [1] - The basic earnings per share stood at 0.83 yuan [1]

股票代码：603650 股票简称：彤程新材 编号：2025-080 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 关于召开 2025 年第三季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法律责任。 重要内容提示： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心视频直播和网络互动 投资者可于 2025 年 11 月 03 日（星期一）至 11 月 07 日（星期五） 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 securities@rachem.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）会议召开方式：上证路演中心视频直播和网络互动 彤程新材料集团股份有限公司（以下简称"公司"）已于 2025 年 10 月 28 日发布公司 2025 年第三季度报告，为便于广大投资者更 全面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计 划于 2025 年 11 月 10 日（星期一） ...

彤程新材料集团股份有限公司（以下简称"公司"）主要业务为新材料的研 发、生产、销售和相关贸易业务等，根据上海证券交易所发布的《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：第十三号——化工》及相关要求， 现将公司 2025 年前三季度主要业务板块经营数据披露如下： 二、主要化工产品和原材料的价格变动情况 股票代码：603650 股票简称：彤程新材 编号：2025-079 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 关于公司 2025 年前三季度主要经营数据的公告 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。 主要产品 平均售价（元/吨） 同比变 动比率 （%） 三季度与二 季度环比变 动率（%） 2025 年 1-9 月 2024 年 1-9 月 特种橡胶助剂及其他 14,835.31 15,689.76 -5.45 4.60 电子化学品 53,944.27 45,129.35 19.53 7.86 全生物降解材料 8,750.33 10,431.27 -16.11 -14.05 （ ...

Market Overview - The rubber sector increased by 2.0% on October 27, with Kexin Innovation leading the gains [1] - The Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] Top Performers in Rubber Sector - Kexin Innovation (300731) closed at 46.43, up 8.79%, with a trading volume of 180,400 shares and a turnover of 831 million [1] - Zhen'an Technology (300767) closed at 22.32, up 8.56%, with a trading volume of 215,100 shares and a turnover of 470 million [1] - Tongcheng New Materials (603650) closed at 43.40, up 4.28%, with a trading volume of 377,800 shares and a turnover of 1.691 billion [1] Underperformers in Rubber Sector - KQ Co., Ltd. (920665) closed at 13.31, down 1.63%, with a trading volume of 13,200 shares and a turnover of 17.496 million [2] - Yanggu Huatai (300121) closed at 15.94, down 1.48%, with a trading volume of 284,100 shares and a turnover of 46 million [2] - Sanwei Equipment (920834) closed at 15.62, down 1.33%, with a trading volume of 26,600 shares and a turnover of 41.6175 million [2] Capital Flow Analysis - The rubber sector experienced a net outflow of 4.703 million from main funds, while speculative funds saw a net inflow of 9.5428 million, and retail investors had a net outflow of 4.8398 million [2][3] - Kexin Innovation had a main fund net inflow of 16.7754 million, while retail investors had a net inflow of 2.36898 million [3] - Zhen'an Technology saw a main fund net inflow of 7.9603 million, but speculative funds had a net outflow of 28.3319 million [3]

Financial Performance - The company's revenue for the third quarter reached ¥868,772,878.90, an increase of 2.38% compared to the same period last year[4]. - Total profit for the quarter was ¥151,423,479.27, reflecting an 11.33% year-over-year growth[4]. - Net profit attributable to shareholders was ¥143,163,889.00, marking a 14.11% increase from the previous year[4]. - The net profit after deducting non-recurring gains and losses for the year-to-date period was ¥466,393,185.83, showing a significant increase of 32.55%[4]. - Basic earnings per share for the quarter were ¥0.24, up 14.29% year-over-year[5]. - Total operating revenue for the first three quarters of 2025 reached ¥2,523,424,551.03, an increase of 4.1% compared to ¥2,424,952,336.85 in the same period of 2024[21]. - Net profit for the first three quarters of 2025 was ¥504,419,754.94, representing a 11.5% increase from ¥452,584,249.49 in the previous year[22]. - Earnings per share for the period was ¥0.83, compared to ¥0.73 in the same period last year, reflecting a growth of 13.7%[23]. - The company reported a total comprehensive income of ¥526,626,654.43 for the period, compared to ¥412,406,522.31 in the previous year, an increase of 27.7%[23]. Assets and Liabilities - Total assets at the end of the reporting period amounted to ¥9,068,475,679.41, a 7.84% increase from the end of the previous year[5]. - Total assets increased to ¥9,068,475,679.41, up from ¥8,409,125,498.41, marking a growth of 7.8%[18]. - Total liabilities rose to ¥5,427,461,392.39, compared to ¥4,949,796,606.51, indicating an increase of 9.7%[18]. - Non-current liabilities totaled ¥2,906,160,855.36, up from ¥2,165,260,376.85, reflecting a significant increase of 34.2%[18]. - The company's total equity reached ¥3,641,014,287.02, compared to ¥3,459,328,891.90, showing an increase of 5.2%[18]. Cash Flow - The cash flow from operating activities for the year-to-date period was ¥268,526,609.41, down 13.21% year-over-year[5]. - Cash inflow from operating activities for the first three quarters of 2025 was $1,960,835,860.12, an increase from $1,870,641,972.32 in the same period of 2024, representing a growth of approximately 4.8%[25]. - Net cash flow from operating activities decreased to $268,526,609.41 in 2025 from $309,397,459.40 in 2024, reflecting a decline of about 13.2%[26]. - Cash inflow from investment activities significantly increased to $673,772,287.64 in 2025 compared to $134,808,034.29 in 2024, marking a substantial rise of approximately 398.5%[26]. - Net cash flow from investment activities turned positive at $65,406,992.12 in 2025, contrasting with a negative cash flow of $550,377,945.41 in 2024[26]. - Total cash inflow from financing activities rose to $2,195,014,399.33 in 2025, up from $1,586,721,582.78 in 2024, indicating an increase of about 38.4%[26]. - Net cash flow from financing activities was negative at -$28,106,643.39 in 2025, compared to a positive $201,176,703.81 in 2024, showing a significant shift[26]. - The ending cash and cash equivalents balance increased to $806,207,023.92 in 2025 from $618,602,427.76 in 2024, reflecting a growth of approximately 30.4%[26]. Shareholder Information - RED AVENUE INVESTMENT GROUP LIMITED holds 49.18% of shares, totaling 294,570,000 shares[12]. - Virgin Holdings Limited owns 13.38% of shares, amounting to 80,162,700 shares, with 40,000 shares pledged[12]. - Shaanxi Coal and Chemical Industry Co., Ltd. holds 3.03% of shares, totaling 18,176,944 shares[12]. - The company has not reported any significant changes in shareholder relationships or financing activities during the reporting period[13]. Current Assets - Total current assets as of September 30, 2025, amount to ¥3,320,220,010.76, an increase from ¥2,953,752,148.60 as of December 31, 2024[16]. - Cash and cash equivalents increased to ¥1,389,347,351.44 from ¥1,173,803,680.65[16]. - Accounts receivable rose to ¥848,536,657.64 from ¥782,424,474.09[16]. - Inventory increased to ¥511,269,346.57 from ¥486,213,679.91[16]. - Long-term equity investments increased to ¥2,359,928,318.63 from ¥2,131,237,557.33[16]. - Fixed assets grew to ¥1,814,702,939.86 from ¥1,536,478,677.35[16]. Research and Development - Research and development expenses rose to ¥177,391,611.70, an increase of 19.9% from ¥147,938,323.09 in the previous year[22].

Core Viewpoint - The A-share market has seen a significant rally in photoresist concept stocks, driven by recent breakthroughs in the photoresist field in China [1][2]. Group 1: Stock Performance - Jingrui Electric Materials (300655) surged over 17%, with a market capitalization of 18.9 billion and a year-to-date increase of 89.04% [2]. - Jinhua New Materials (920015) rose more than 14%, with a market cap of 7.32 billion and a year-to-date increase of 43.67% [2]. - Other notable performers include Jiashan Co. (920489) and Wanyun Co. (002643), both increasing over 10% [1][2]. Group 2: Industry Breakthrough - A research team led by Professor Peng Hailin from Peking University has achieved a breakthrough in the photoresist field by using cryo-electron tomography to analyze the micro-3D structure of photoresist molecules in a liquid phase environment [2]. - This research guides the development of an industrialization plan that significantly reduces photoresist defects [2].

Core Viewpoint - The semiconductor-related stocks, particularly those involved in photolithography machines and photoresists, experienced significant gains in the market on October 27, with notable performances from specific companies [2] Group 1: Stock Performance - Tongcheng New Materials reached its daily limit up, indicating strong investor interest and confidence [2] - Aisen Co. and Jingrui Electric Materials both saw their stock prices increase by over 10%, reflecting positive market sentiment towards these companies [2] - Other companies such as Nanda Optoelectronics and Shanghai Xinyang also opened high, suggesting a broader rally in the sector [2]

Core Viewpoint - Tongcheng New Materials Group Co., Ltd. has triggered the conditional redemption clause for its convertible bonds ("Tongcheng Convertible Bonds") due to the stock price meeting the specified criteria, leading to the decision to redeem all outstanding bonds at face value plus accrued interest [2][11]. Group 1: Convertible Bond Redemption - The stock price of Tongcheng New Materials has closed at or above 130% of the current conversion price (40.443 CNY/share) for 15 trading days from September 24, 2025, to October 22, 2025, triggering the redemption clause [2][11]. - The company's board of directors approved the early redemption of the "Tongcheng Convertible Bonds" at a meeting held on October 22, 2025, with a unanimous vote [2][13]. - Investors holding "Tongcheng Convertible Bonds" can either trade them in the secondary market or convert them at a price of 31.11 CNY/share, or face mandatory redemption at 100 CNY per bond plus accrued interest [2][11]. Group 2: Convertible Bond Issuance and Terms - The company issued a total of 800.18 million CNY in convertible bonds on January 26, 2021, with a maturity of six years and a tiered interest rate structure [3][4]. - The initial conversion price was set at 32.96 CNY/share, which has been adjusted multiple times due to profit distribution, with the current conversion price at 31.11 CNY/share [5][6][7]. - The conditional redemption clause allows the company to redeem the bonds if the stock price conditions are met or if the remaining unconverted bonds are less than 30 million CNY [11].