投资者可于 2025 年 09 月 11 日(星期四)至 09 月 17 日(星期三)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 zq@chinaacryl.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。 证券代码：603722 证券简称：阿科力 公告编号：2025-071 无锡阿科力科技股份有限公司 关于召开 2025 年半年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： 会议召开时间：2025 年 09 月 18 日(星期四)下午 15:00-16:00 会议召开地点：上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 如有特殊情况，参会人员可能进行调整。 无锡阿科力科技股份有限公司（以下简称"公司"）已于 2025 年 08 月 28 日发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度的经营成果、财务状况，公 ...

证券代码：603722 证券简称：阿科力 公告编号：2025-072 无锡阿科力科技股份有限公司 关于使用闲置自有资金及募集资金进行委托理财到 期赎回并使用闲置自有资金进行委托理财的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 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 带法律责任。 重要内容提示： ●委托理财受托方：中国光大银行无锡分行 ●委托理财金额：人民币 5,000.00 万元 ●委托理财产品名称：2025 年挂钩汇率对公结构性存款定制第九期产品 120 ●委托理财期限：90 天 ●履行的审议程序：无锡阿科力科技股份有限公司第四届董事会第十四次会 议、第四届监事会第十四次会议、2024 年第二次临时股东大会审议通过了《关 于使用闲置自有资金进行委托理财的议案》，公司对最高额度不超过 20,000 万 元的闲置自有资金进行委托理财，在确保不影响公司日常运营的情况下在股东大 会审议通过之日起 12 个月内滚动使用，并授权公司总经理在上述额度内组织实 施。具体内容详见公司于 2024 年 10 月 26 日在《上海证券报》、《证券时报》、 《金融时报 ...

数据显示，湘财基金旗下1只基金重仓阿科力。湘财新能源量化选股混合A（020779）二季度持有股数 2100股，占基金净值比例为2.65%，位居第五大重仓股。根据测算，今日浮亏损失约4956元。 9月9日，阿科力跌5.01%，截至发稿，报44.70元/股，成交8865.09万元，换手率2.02%，总市值43.68亿 元。 资料显示，无锡阿科力科技股份有限公司位于江苏省无锡市锡山区东港镇新材料产业园(民祥路29号)， 成立日期1999年7月8日，上市日期2017年10月25日，公司主营业务涉及聚醚胺、光学级聚合物材料用树 脂、特种环氧树脂等化工新材料产品的研发、生产和销售。主营业务收入构成为：脂肪胺59.70%，光 学材料40.01%，其他0.29%。 从基金十大重仓股角度 徐亦达累计任职时间5年121天，现任基金资产总规模6.92亿元，任职期间最佳基金回报61.83%， 任职 期间最差基金回报-25.37%。 包佳敏累计任职时间1年190天，现任基金资产总规模3.6亿元，任职期间最佳基金回报44.99%， 任职期 间最差基金回报1.15%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文 ...

资料显示，无锡阿科力科技股份有限公司位于江苏省无锡市锡山区东港镇新材料产业园(民祥路29号)， 成立日期1999年7月8日，上市日期2017年10月25日，公司主营业务涉及聚醚胺、光学级聚合物材料用树 脂、特种环氧树脂等化工新材料产品的研发、生产和销售。主营业务收入构成为：脂肪胺59.70%，光 学材料40.01%，其他0.29%。 从基金十大重仓股角度 9月8日，阿科力跌5.03%，截至发稿，报46.08元/股，成交7984.99万元，换手率1.77%，总市值45.03亿 元。 责任编辑：小浪快报 银河核心优势混合A（011629）成立日期2022年7月22日，最新规模8840.21万。今年以来收益13.32%， 同类排名5062/8248；近一年收益27.25%，同类排名4978/8051；成立以来亏损26.17%。 银河核心优势混合A（011629）基金经理为李一帆。 截至发稿，李一帆累计任职时间2年128天，现任基金资产总规模8899.19万元，任职期间最佳基金回 报-6.89%， 任职期间最差基金回报-7.78%。 数据显示，银河基金旗下1只基金重仓阿科力。银河核心优势混合A（011629）二季度减 ...

截至6月30日，阿科力股东户数5974.00，较上期减少4.46%；人均流通股16019股，较上期增加13.91%。 2025年1月-6月，阿科力实现营业收入2.14亿元，同比减少11.63%；归母净利润-531.12万元，同比减少 367.84%。 阿科力今年以来股价涨14.08%，近5个交易日跌15.34%，近20日涨17.01%，近60日涨9.73%。 今年以来阿科力已经1次登上龙虎榜，最近一次登上龙虎榜为9月1日，当日龙虎榜净买入-2849.96万 元；买入总计5047.22万元 ，占总成交额比12.86%；卖出总计7897.18万元 ，占总成交额比20.13%。 资料显示，无锡阿科力科技股份有限公司位于江苏省无锡市锡山区东港镇新材料产业园(民祥路29号)， 成立日期1999年7月8日，上市日期2017年10月25日，公司主营业务涉及聚醚胺、光学级聚合物材料用树 脂、特种环氧树脂等化工新材料产品的研发、生产和销售。主营业务收入构成为：脂肪胺59.70%，光 学材料40.01%，其他0.29%。 阿科力所属申万行业为：基础化工-化学制品-其他化学制品。所属概念板块包括：光学、新材料、专精 特新、增持回购 ...

Core Viewpoint - Acolyte (603722) experienced a significant decline of 7.99% in its stock price, with a trading volume of 3.92 billion yuan and a turnover rate of 7.84% on the day of reporting [2] Trading Activity - The stock was listed on the Shanghai Stock Exchange due to a daily price deviation of -8.45%, with institutional investors net buying 20.40 million yuan [2] - The top five trading departments had a total transaction volume of 129 million yuan, with buying transactions amounting to 50.47 million yuan and selling transactions totaling 78.97 million yuan, resulting in a net selling of 28.50 million yuan [2] - Among the trading departments, one institutional special seat was noted, which net bought 20.40 million yuan [2] Fund Flow - The stock saw a net outflow of 22.92 million yuan in principal funds, with a significant outflow of 24.60 million yuan from large orders, while smaller orders saw a net inflow of 1.68 million yuan [2] - Over the past five days, the net inflow of principal funds amounted to 39.54 million yuan [2] Financial Performance - According to the semi-annual report released on August 28, the company achieved a total revenue of 214 million yuan in the first half of the year, representing a year-on-year decline of 11.63%, and reported a net loss of 5.31 million yuan [2]

Market Performance - The chemical products sector increased by 0.37% on September 1, with *ST Jintai 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 Chemical Sector - *ST Quantai (300225) closed at 5.79, up 12.21% with a trading volume of 366,800 shares and a turnover of 204 million yuan [1] - Kangda New Materials (002669) closed at 15.46, up 10.04% with a trading volume of 305,700 shares [1] - Jianye Co. (603948) closed at 32.09, up 10.01% with a trading volume of 25,800 shares [1] - Dinglong Technology (603004) closed at 24.42, up 10.00% with a trading volume of 78,100 shares [1] - Zanyu Technology (002637) closed at 12.02, up 9.97% with a trading volume of 154,400 shares [1] Top Losers in Chemical Sector - Akole (603722) closed at 51.95, down 7.99% with a trading volume of 75,000 shares and a turnover of 392 million yuan [2] - Jiabiyou (688089) closed at 27.36, down 5.07% with a trading volume of 122,100 shares [2] - Andyshi (66ZOO9) closed at 10.07, down 4.82% with a trading volume of 271,400 shares [2] Capital Flow Analysis - The chemical products sector experienced a net outflow of 361 million yuan from institutional investors, while retail investors saw a net inflow of 243 million yuan [2][3] - Kangda New Materials (002669) had a net inflow of 1.21 billion yuan from institutional investors, but a net outflow of 55.12 million yuan from retail investors [3] - Zanyu Technology (002637) had a net inflow of 61.87 million yuan from institutional investors, with a net outflow of 32.00 million yuan from retail investors [3]

Group 1: Metal Sector - Luoyang Molybdenum's net profit forecast for 2025 is 168.65 billion CNY, with a PE ratio of 15.32[12] - The company expects to increase copper production to 70,000 tons in 2025, a 56% year-on-year growth[14] - The strategic partnership with CATL aims to enhance lithium and nickel resource acquisition, contributing over 70% to gross profit[17] Group 2: Cement Sector - Huaxin Cement's domestic sales are projected to decline from 5,004,000 tons in 2023 to 4,078,000 tons in 2025, while overseas sales are expected to grow to 2,017,000 tons[30] - The company aims for a net profit of 19.58 billion CNY from overseas operations by 2026, reflecting a 25% increase from 2025[30] Group 3: Logistics Sector - Eastern Airlines Logistics' revenue from the US market accounts for 20%-30%, with a 5% decline in comprehensive freight rates due to tariff policies[32] - The company is adjusting its route structure to improve performance in the European market, anticipating a recovery in the second half of the year[32] Group 4: Chemical Sector - Wanhua Chemical's net profit is expected to recover as MDI prices stabilize, with a projected increase in demand from the furniture industry[50] - The company is positioned to benefit from a tightening supply of TDI, with prices expected to remain high through 2027[50] Group 5: Power Sector - Changjiang Electric Power's EPS forecast for 2025 is 1.38 CNY, with a PE ratio of 20.26, supported by a commitment to maintain a dividend payout ratio of no less than 70%[74] - The company plans to repurchase shares worth 4-8 billion CNY, reflecting confidence in its future growth[74]

Core Viewpoint - The company reported a significant decline in revenue and net profit for the first half of 2025, indicating financial challenges despite its focus on new material development [1][5]. Financial Performance - In the first half of 2025, the company achieved revenue of 214 million yuan, a year-on-year decrease of 11.63% [1] - The net profit attributable to shareholders was -5.31 million yuan, a year-on-year decline of 367.84% [1] - The non-recurring net profit attributable to shareholders was -7.03 million yuan, a year-on-year decrease of 2234.31% [1] - In Q2 2025, revenue was 108 million yuan, down 22.27% year-on-year but up 2.03% quarter-on-quarter [1] - The net profit attributable to shareholders in Q2 was -485,200 yuan, a year-on-year decline of 161.27% but a reduction in losses compared to the previous quarter [1] Business Focus and Market Position - The company specializes in the research and production of new materials, including polyether amines and optical-grade polymer materials, with applications in wind turbine blades, shale gas extraction, automotive coatings, and optical lenses [2] - It is a leading domestic producer of polyether amines and is actively developing cyclic olefin copolymers (COC/COP), aiming to fill a market gap in high-transparency materials in China [2][3] COC Market Potential - COC is a high-transparency material with superior optical properties and high technical barriers in production, with current domestic production being non-existent and reliant on imports [3] - The company has the highest designed production capacity and has completed laboratory-level synthesis and verification, positioning itself to become the first listed company in China to mass-produce COC/COP [3] - The existing demand and potential market capacity for COC are maturing, with significant price advantages expected to broaden application fields and increase consumption demand [4] Product Development and Testing - The company is conducting downstream testing for its COC products, with three varieties developed and tested by two partners in different fields [4] - A thousand-ton production line is in trial production, with products meeting customer requirements ready for further validation [4] - The AkzoNobel project in Qianjiang is progressing steadily, with polyether amines and high-heat-resistant resin projects nearing trial production [4] Future Profit Projections - The company is projected to achieve net profits of 2 million yuan, 230 million yuan, and 430 million yuan for the years 2025 to 2027, with corresponding PE ratios of 2489.4X, 23.3X, and 12.6X based on the closing price on August 29, 2025 [5]

证券代码：603722 证券简称：阿科力 公告编号：2025-069 无锡阿科力科技股份有限公司关于 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 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 担个别及连带法律责任。 重要内容提示： ●限制性股票登记日：2025 年 8 月 28 日 ●限制性股票登记数量：202.00 万股 无锡阿科力科技股份有限公司（以下简称"公司"）第五届董事会第四次会议 于 2025 年 7 月 17 日审议通过了《关于向公司 2025 年限制性股票激励对象授予 限制性股票的议案》。根据中国证监会《上市公司股权激励管理办法》、上海证券 交易所、中国证券登记结算有限责任公司上海分公司有关规则的规定，公司完成 了 2025 年限制性股票激励计划授予登记工作，现将有关具体情况公告如下： 一、限制性股票激励计划已履行的审批程序 于 <无锡阿科力科技股份有限公司 ensp="ensp" 年限制性股票激励计划="年限制性股票激励计划" 草案 ="草案"> 及其摘要 的议案》《关于制定 <无锡阿科力科技股份有限公司 ensp="ensp" 年限制性股票激励计划 ...