Core Viewpoint - The report highlights the current state and investment prospects of China's petroleum and petrochemical industry from 2025 to 2031, indicating a mixed performance in export values for the sector [1] Industry Summary - In September 2025, the export value of China's petroleum, coal, and other fuel processing industries reached 12.29 billion, reflecting a year-on-year growth of 12.3% [1] - For the period from January to September 2025, the cumulative export value for the same industries was 113.55 billion, showing a year-on-year decline of 17.7% [1] - A statistical chart from 2019 to September 2025 illustrates the export value trends in the petroleum, coal, and other fuel processing industries [1] Company Summary - The report mentions several listed companies in the petroleum and petrochemical sector, including Hengyi Petrochemical, Yueyang Xingchang, Daqing Huake, Donghua Energy, Guochuang Gaoxin, Qixiang Tengda, Baomo Co., Rongsheng Petrochemical, Yuxin Co., China Petroleum, Compton, Meijin Energy, Antai Group, and Shanxi Coking [1]

Core Viewpoint - 康普顿 is a well-established manufacturer of lubricants and automotive chemicals in China, with strong R&D and production capabilities, and its product quality is competitive in the industry [1] Group 1: Business Performance - In Q3 2025, 康普顿 reported revenue of 753 million yuan, ranking 12th among 14 companies in the industry, while the industry leader, 桐昆股份, had revenue of 67.397 billion yuan [2] - The main business composition includes: automotive lubricants at 446.5 million yuan (44.57%), exhaust treatment liquids at 446 million yuan (42.78%), industrial lubricants at 94.4185 million yuan (9.05%), antifreeze at 36.848 million yuan (3.53%), and others at 745,300 yuan (0.07%) [2] - The net profit for the same period was 59.7746 million yuan, ranking 3rd in the industry, with the industry leader's net profit at 1.562 billion yuan [2] Group 2: Financial Ratios - As of Q3 2025, 康普顿's debt-to-asset ratio was 12.34%, down from 15.81% year-on-year, significantly lower than the industry average of 46.91% [3] - The gross profit margin for Q3 2025 was 21.17%, an increase from 19.62% year-on-year, and higher than the industry average of 6.71% [3] Group 3: Executive Compensation - The chairman, 朱磊, received a salary of 871,400 yuan in 2024, a decrease of 317,400 yuan from 2023 [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 14.15% to 11,700, while the average number of circulating A-shares held per account increased by 16.49% to 22,000 [5]

Core Viewpoint - Qingdao Compton Technology Co., Ltd. plans to reduce its repurchased shares through centralized bidding, having achieved the purpose of the buyback program [1][2]. Group 1: Share Repurchase and Reduction Plan - The company held a board meeting on September 26, 2025, and approved a plan to reduce repurchased shares [1]. - The reduction period is set from October 28, 2025, to January 26, 2026, with a maximum of 2,564,400 shares to be sold, representing up to 1% of the total share capital [1]. - The shares were repurchased between February and May 2024, totaling 3,934,800 shares at an average price of 7.63 yuan per share, accounting for 1.53% of the total share capital [2]. Group 2: First Reduction Details - The first reduction occurred on October 28, 2025, with 765,000 shares sold, representing 0.30% of the total share capital [3]. - The total transaction amount was 11,894,962.00 yuan, with a highest price of 15.70 yuan per share and a lowest price of 15.45 yuan per share, averaging 15.55 yuan per share [3].

青岛康普顿科技股份有限公司（以下简称"公司"）于 2025 年 9 月 26 日召 开第五届董事会第十九次会议，审议通过《青岛康普顿科技股份有限公司关于通 过集中竞价减持回购股份计划的议案》。鉴于公司回购股份的目的已实现，根据 《回购报告书》的约定及要求，对回购股份进行后续处置。公司计划自公告披露 之日起 15 个交易日后的 3 个月内（减持期间：2025 年 10 月 28 日至 2026 年 1 月 26 日），通过集中竞价交易方式减持不超过 2,564,400 股回购股份（不超过 公司总股本的 1%）。减持价格视出售时二级市场价格确定，原则上不低于回购 均价。具体详见公司公告《青岛康普顿科技股份有限公司关于通过集中竞价减持 回购股份计划公告》（公告编号：2025-039）。 根据《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关 规定，上市公司采用集中竞价交易方式减持已回购股份期间，应当在首次减持回 购股份事实发生的次日予以公告。现将有关情况公告如下： 一、公司已回购股份基本情况 证券代码：603798 证券简称：康普顿 公告编号：2025-042 青岛康普顿科技股份有限公司 关于首次减 ...

Group 1 - The company announced a share repurchase of 765,000 shares on October 28, 2025, accounting for 0.30% of the total share capital [1] - The total transaction amount for the repurchase was 11.895 million yuan, with a highest price of 15.7 yuan per share, a lowest price of 15.45 yuan per share, and an average price of 15.55 yuan per share [1] - The previously disclosed plan indicates that the company intends to repurchase up to 2.5644 million shares, not exceeding 1% of the total share capital, from October 28, 2025, to January 26, 2026 [1]

Core Points - Compton (603798.SH) reported a third-quarter revenue of 178 million yuan, representing a year-on-year decline of 25.76% [1] - The net profit attributable to shareholders was 1.0236 million yuan, down 91.14% year-on-year [1] - Basic earnings per share were 0.004 yuan [1]

Group 1 - Company Compton reported a revenue of approximately 753 million yuan for the first three quarters of 2025, a year-on-year decrease of 10.85% [1] - The net profit attributable to shareholders was approximately 54.76 million yuan, reflecting a year-on-year decline of 4.79% [1] - Basic earnings per share were 0.21 yuan, down 8.7% compared to the previous year [1] Group 2 - As of the report date, Compton's market capitalization stood at 4 billion yuan [2] - The Chinese innovative drug sector has seen significant overseas licensing sales totaling 80 billion US dollars this year [2] - There is a contrast in the biopharmaceutical secondary market's activity compared to the primary market, which is experiencing a fundraising slowdown [2]

证券代码：603798 证券简称：康普顿 公告编号：2025-041 青岛康普顿科技股份有限公司 2025年三季度业绩说明会预告公告 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 10 月 31 日（星期五）15:00-16:00 一、说明会类型 二、说明会召开的时间、地点和方式 会议召开时间：2025 年 10 月 31 日（星期五）15:00-16:00 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：网络互动方式 会 议 问 题 征 集 ： 投 资 者 可 于 2025 年 10 月 31 日 前 访 问 网 址 https://eseb.cn/1syhNkLccVO 或使用微信扫描下方小程序码进行会前提 问，公司将通过本次业绩说明会，在信息披露允许范围内就投资者普遍 关注的问题进行回答。 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：网络互动方式 三、参加人员 青岛康普顿科技股份有限公司（以下简称"公司"）已于 2025 ...

证券代码：603798 证券简称：康普顿 公告编号：2025-040 青岛康普顿科技股份有限公司 2025年第三季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个别及连带责任。 根据上海证券交易所《上市公司行业信息披露指引第十八号—化工》有关规 定和披露要求，公司 2025 年第三季度主要经营数据如下： （四）其他对公司生产经营具有重大影响的事项 本季度未发生对公司生产经营具有重大影响的其他事项。以上经营数据信息 来源于公司报告期内财务数据，且未经审计，仅为投资者及时了解公司生产经营 概况之用，敬请广大投资者理性投资，注意投资风险。 特此公告 青岛康普顿科技股份有限公司 2025 年 10 月 25 日 单位：元/吨 | 产品名称 | 2025 年 第三季度价格 | 2024 年 第三季度价格 | 变动幅度 | | --- | --- | --- | --- | | 车用润滑油 | 16,500 | 15,665 | 5.3% | | 工业润滑油 | 10,162 | 10,458 | -2.8% | | 防冻液 | ...

Core Insights - The company reported a third-quarter revenue of 178 million, representing a decline of 25.76% [1] - Net profit for the third quarter was 1.0236 million, down 91.14% [1] - For the first three quarters, revenue totaled 753 million, a decrease of 10.85% [1] - Net profit for the first three quarters was 54.7579 million, down 4.79% [1]