登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603823 证券简称：百合花公告编号：2025-45 百合花集团股份有限公司 董事、高级管理人员及其一致行动人 减持股份计划公告 本公司董事会、全体董事及相关股东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： ● 董事、高级管理人员及其一致行动人持股的基本情况 1、截至本公告披露日，百合花集团股份有限公司（以下简称"百合花"或"公司"）董事陈燕南女士持有 公司无限售流通股份37,440股（占公司总股本的0.0090%），其配偶张笑麟先生持有公司无限售流通股 份32,760股（占公司总股本的0.0079%），陈燕南女士及其配偶合计持有公司无限售流通股份70,200 股，占公司总股本的0.0169%。 2、截至本公告披露日，公司副总经理王峰先生持有公司无限售流通股份88,920股（占公司总股本的 0.0214%），其配偶谢淑雯女士持有公司无限售流通股份5,616股（占公司总股本的0.0013%），王峰先 生及其配偶合计持有公司无限售流通股份94,536股，占公司总股本的0.0 ...

2024年1至12月份，百合花的营业收入构成为：化工占比99.12%，其他业务占比0.88%。 每经AI快讯，百合花（SH 603823，收盘价：15.63元）12月29日晚间发布公告称，公司于2025年12月29 日收到股东陈燕南女士的告知函，根据家庭资金需求，陈燕南女士及其配偶张笑麟先生拟自本公告发布 之日起15个交易日之后的3个月时间内通过集中竞价方式减持：陈燕南女士减持其持有的公司无限售流 通股份不超过9360股（占本人所持股份的比例为25%，占公司股份总数的比例为0.0022%）；张笑麟先 生减持其持有的公司无限售流通股份不超过8190股（占本人所持股份的比例为25%，占公司股份总数的 比例为0.002%），价格依据市场价格确定。公司于2025年12月29日收到股东王峰先生的告知函，根据 家庭资金需求，王峰先生及其配偶谢淑雯女士拟自本公告发布之日起15个交易日之后的3个月时间内通 过集中竞价方式减持：王峰先生减持其持有的公司无限售流通股份不超过约2.22万股（占本人所持股份 的比例为25%，占公司股份总数的比例为0.0053%）；谢淑雯女士减持其持有的公司无限售流通股份不 超过1404股（占本人所持 ...

证券代码：603823 证券简称：百合花 公告编号：2025-45 百合花集团股份有限公司 董事、高级管理人员及其一致行动人 减持股份计划公告 本公司董事会、全体董事及相关股东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： 1 董事、高级管理人员及其一致行动人持股的基本情况 1、截至本公告披露日，百合花集团股份有限公司（以下简称"百合花"或 "公司"）董事陈燕南女士持有公司无限售流通股份 37,440 股（占公司 总股本的 0.0090%），其配偶张笑麟先生持有公司无限售流通股份 32,760 股（占公司总股本的 0.0079%），陈燕南女士及其配偶合计持有公司无限 售流通股份 70,200 股，占公司总股本的 0.0169%。 2、截至本公告披露日，公司副总经理王峰先生持有公司无限售流通股份 88,920 股（占公司总股本的 0.0214%），其配偶谢淑雯女士持有公司无限 售流通股份 5,616 股（占公司总股本的 0.0013%），王峰先生及其配偶合 计持有公司无限售流通股份 94,536 股，占公司总股本的 0.0227%。 ...

公司于2025年12月29日收到股东覃志忠先生的告知函，根据个人资金需求，覃志忠先生拟自本公告发布 之日起15个交易日之后的3个月时间内通过集中竞价方式减持其持有的公司无限售流通股份不超过 19,890股（占本人所持股份的比例为25%，占公司股份总数的比例为0.0048%），价格依据市场价格确 定。 格隆汇12月29日丨百合花(603823.SH)公布，公司于2025年12月29日收到股东陈燕南女士的告知函，根 据家庭资2金需求，陈燕南女士及其配偶张笑麟先生拟自本公告发布之日起15个交易日之后的3个月时间 内通过集中竞价方式减持：陈燕南女士减持其持有的公司无限售流通股份不超过9,360股（占本人所持 股份的比例为25%，占公司股份总数的比例为0.0022%）；张笑麟先生减持其持有的公司无限售流通股 份不超过8,190股（占本人所持股份的比例为25%，占公司股份总数的比例为0.0020%），价格依据市场 价格确定。 公司于2025年12月29日收到股东王峰先生的告知函，根据家庭资金需求，王峰先生及其配偶谢淑雯女士 拟自本公告发布之日起15个交易日之后的3个月时间内通过集中竞价方式减持：王峰先生减持其持有的 公司 ...

（文章来源：证券日报） 证券日报网讯 12月5日，百合花在互动平台回答投资者提问时表示，公司自主研发、生产的相关高性能 颜料可应用于半导体领域液晶面板用光刻胶。 ...

Core Viewpoint - The company, Baihehua (603823.SH), reported a year-on-year decline in performance for the first three quarters of the year due to a drop in product prices, attributed to intensified industry competition and potential downstream demand weakness [1]. Group 1: Financial Performance - In Q3, the company's revenue was 512 million yuan, representing a quarter-on-quarter decline of 10.19% and a year-on-year decline of 7.95% [1]. - The net profit attributable to the parent company for Q3 was 36 million yuan, showing a quarter-on-quarter decline of 17.72% and a year-on-year decline of 33.21% [1]. - From January to September, the prices of key products, including the Yonggu Yellow series, Lisol Red series, and others, decreased by 1% to 5% [1]. Group 2: Industry Competition and Product Development - The chairman and general manager of the company, Chen Lirong, acknowledged that intensified internal competition has impacted product pricing [1]. - The company acquired 88,045 square meters of land for the construction of a high-performance organic pigment project, which includes a production line for 1,000 tons of organic pigments for photoresists, expected to be completed by 2027 [1]. - The new project commenced construction in November, indicating ongoing efforts to expand production capacity [1]. Group 3: Product Applications and Market Potential - The company's dispersants are primarily used in coatings, inks, and plastics, with a significant reliance on imports for high-end dispersants in China, suggesting substantial potential for domestic substitution in the future [2].

Core Insights - The report maintains a bullish outlook on the automotive industry, emphasizing the synergy between policies, exports, and smart technology, which is reshaping the market landscape [1][2]. Group 1: Industry Growth Logic - The automotive industry is projected to see a total sales volume of over 34 million units in 2025, with a year-on-year growth rate of approximately 8% [8]. - In the first ten months of 2025, cumulative sales reached 27.65 million units, reflecting a year-on-year increase of 12.29% [8][7]. - The penetration rate of new energy vehicles (NEVs) reached 46.70% in the same period, with cumulative sales of 12.91 million units, up 32.42% year-on-year [21][4]. - The export growth rate for NEVs was significantly higher at 87.57%, compared to domestic demand growth of 25.71% [21][4]. Group 2: Export Dynamics - In the first ten months of 2025, China's automotive exports reached 5.58 million units, marking a year-on-year increase of 15.05%, with exports accounting for 20.19% of total sales [11][10]. - The top ten exporting companies included Chery and BYD, with Chery exporting 1.063 million units, a 12.9% increase, and BYD's exports surging by 140% to 789,000 units [11][10]. Group 3: Domestic Demand - Domestic sales in the first ten months of 2025 totaled 22.06 million units, reflecting an 11.61% year-on-year increase [15][14]. - The "trade-in" policy has been enhanced to stimulate domestic demand, expanding the scope of vehicle scrappage and increasing subsidy standards [15][14]. Group 4: Self-owned Brands - The market share of domestic brands in passenger vehicles rose to 69.48% in the first ten months of 2025, up from 38.43% in 2022, with a growth rate of 21.31% [19][18]. - The overall growth rate for passenger vehicles was 12.80%, indicating a strong performance from domestic brands [19][18]. Group 5: Smart Technology and Parts - The smart driving market in China is expected to approach 450 billion yuan by 2025, with the penetration rate of L2-level assisted driving exceeding 50% [33][31]. - The report highlights the acceleration of domestic parts replacement, driven by supportive national policies and expanding market scales, particularly in the NEV sector [38][34]. - The synergy between smart connected vehicles and humanoid robots is noted, with both industries sharing over 50% of supply chain resources, which could significantly reduce production costs for robots [41][39]. Group 6: Investment Recommendations - Recommended companies in the complete vehicle sector include BAIC Blue Valley, GAC Group, and Great Wall Motors [47]. - In the parts sector, companies such as Bertley, Yinlun, and Longsheng Technology are highlighted as potential investment opportunities [47]. - For small-cap stocks, Baihehua is suggested as a promising investment [47].

证券代码：603823 证券简称：百合花 公告编号：2025-044 百合花集团股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 （一）会议召开时间：2025年12月05日（星期五）13:00-14:00 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：上证路演中心网络互动 投资者可于 2025 年 11 月 28 日 （星期五） 至 12 月 04 日 （星 期四）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 csy@lilychem.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。 百合花集团股份有限公司（以下简称"公司"）已于 2025 年 10 月 29 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 12 月 05 日 （星期五） 13:00-14:00 举行 2025 ...

Core Viewpoint - The stock of Baihehua fell by 5.01% to 14.79 CNY per share, with a trading volume of 84.91 million CNY and a turnover rate of 1.36%, resulting in a total market capitalization of 6.158 billion CNY [1] Company Overview - Baihehua Group Co., Ltd. is located in Hangzhou, Zhejiang Province, established on August 11, 1995, and listed on December 20, 2016. The company specializes in the research, production, sales, and service of organic pigments, intermediates, and pearlescent pigments [1] - The revenue composition of the main business includes pigments at 89.33%, intermediates at 9.60%, and others at 1.06% [1] Shareholder Information - Southern Fund's Southern Zhihong Mixed A (020645) fund entered the top ten circulating shareholders of Baihehua in the third quarter, holding 2.1788 million shares, which accounts for 0.53% of the circulating shares. The estimated floating loss today is approximately 1.6994 million CNY [2] - The fund was established on August 2, 2024, with a latest scale of 325 million CNY. Year-to-date returns are 28.44%, ranking 2651 out of 8136 in its category; the one-year return is 31.3%, ranking 1896 out of 8056; and since inception, the return is 45.26% [2] Fund Manager Information - The fund manager of Southern Zhihong Mixed A is Jin Lanfeng, who has been in the position for 4 years and 186 days. The total asset scale of the fund is 1.589 billion CNY, with the best fund return during the tenure being 49.18% and the worst being 6.71% [3] Fund Holdings - Southern Zhihong Mixed A holds 2.1788 million shares of Baihehua, representing 4.27% of the fund's net value, making it the third-largest holding. The estimated floating loss today is approximately 1.6994 million CNY [4]

Core Points - The stock price of Baihehua decreased by 2.01% on November 18, trading at 16.08 CNY per share with a market capitalization of 6.695 billion CNY [1] - Baihehua's stock has increased by 75.74% year-to-date, but has seen a decline of 3.48% over the last five trading days [1] - The company has been on the "Dragon and Tiger List" five times this year, with the most recent instance on November 5, showing a net buy of -1.7464 million CNY [1] Financial Performance - For the period from January to September 2025, Baihehua reported revenue of 1.638 billion CNY, a year-on-year decrease of 8.58%, and a net profit attributable to shareholders of 135 million CNY, down 5.84% year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 563 million CNY, with 191 million CNY distributed over the last three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders for Baihehua is 18,800, a decrease of 24.69% from the previous period, with an average of 21,813 circulating shares per shareholder, an increase of 32.78% [2] - Among the top ten circulating shareholders, Southern Zhihong Mixed A (020645) is the eighth largest, holding 2.1788 million shares as a new shareholder [3]