Core Viewpoint - Sanfu Co., Ltd. (603938) emphasizes its high-purity silicon tetrachloride products are primarily used in the production of optical fiber preforms and synthetic quartz [1] Group 1 - The company adopts a circular economy model, which provides certain advantages in raw materials and cost [1] - The product quality is excellent, enabling large-scale supply for the PCVD core rod production process, which has stringent raw material requirements [1] - The company has achieved import substitution in its product offerings [1]

Group 1 - The company has confirmed that its electronic-grade trichlorosilane products are primarily used in the production of 6-8-12 inch silicon epitaxial wafers and silicon carbide epitaxial wafers [2] - The company has achieved stable bulk supply to downstream customers [2]

Market Overview - On September 12, the chemical raw materials sector declined by 0.41%, with Dayang Bio leading the drop [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Stock Performance - Notable gainers in the chemical raw materials sector included: - Zhenhua Co., Ltd. (603067) with a closing price of 18.59, up 4.97% [1] - ST Yatai (000691) with a closing price of 7.44, up 4.94% [1] - Shilong Industry (002748) with a closing price of 10.17, up 4.31% [1] - Major decliners included: - Dayang Bio (003017) with a closing price of 33.78, down 3.82% [2] - Sanyou Chemical (600409) with a closing price of 5.97, down 2.45% [2] - Kaisheng New Materials (301069) with a closing price of 23.12, down 2.41% [2] Capital Flow - The chemical raw materials sector experienced a net outflow of 209 million yuan from main funds, while retail funds saw a net inflow of 89.33 million yuan [2] - Key stocks with significant capital flow included: - Longbai Group (002601) with a main fund net inflow of 26.73 million yuan [3] - Zhongke Titanium White (002145) with a main fund net inflow of 25.74 million yuan [3] - Huayi Group (600623) with a main fund net inflow of 22.27 million yuan [3]

关于参加 2025 年河北辖区上市公司投资者网上集体接待日 暨 2025 年半年报集体业绩说明会的公告 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个别及连带责任。 为进一步加强与投资者的互动交流，唐山三孚硅业股份有限公司（以下简称 "公司"）将参加由河北省上市公司协会与深圳市全景网络有限公司联合举办的 "2025 年河北辖区上市公司投资者网上集体接待日暨 2025 年半年报集体业绩说 明会"，现将相关事项公告如下： 证券代码：603938 证券简称：三孚股份 公告编号：2025-044 唐山三孚硅业股份有限公司 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP, 参与本次互动交流，活动时间为 2025 年 9 月 15 日(周一)15:00-17:00。 届时公司董事长孙任靖，董事、总经理董立强，董事、财务负责人张宪民， 董事会秘书刘默洋将在线就公司业绩、公司治理、发展战略、经营状况和可持续 发展等投资者关心的问题，与投资者进行 ...

Group 1 - The company held a semi-annual performance briefing on August 28, 2025, to discuss its development and operational performance with investors [1] - The company reported a revenue of 1,008.04 million yuan for the first half of 2025, representing an increase of 11.18% year-on-year [1] - The company aims to become a leading manufacturer of silicon-based materials by expanding its product varieties and production capacity across four major industrial chains: basic chemicals, high-purity electronic materials, inorganic silicon, and organic silicon [1] Group 2 - The company produced 50,247.60 tons of trichlorosilane in 2024, with a slight decrease in production capacity utilization compared to the previous year [1] - The company plans to enhance its research and innovation capabilities, improve product value, and expand its market share in international markets, particularly for silane coupling agents, fumed silica, and electronic specialty gases [1] - The company expressed gratitude to investors for their ongoing support and suggestions for its development [1]

证券代码：603938 证券简称：三孚股份 公告编号：2025-043 唐山三孚硅业股份有限公司 关于 2025 年半年度业绩说明会召开情况的公告 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个别及连带责任。 唐山三孚硅业股份有限公司（以下简称"公司"）于 2025 年 8 月 28 日 16:00 —17:00 在上海证券交易所上证路演中心（网址：https://roadshow.sseinfo.com/） 通过网络互动形式召开 2025 年半年度业绩说明会，现将有关事项公告如下： 一、业绩说明会召开情况 2025 年 8 月 21 日，公司于上海证券交易所网站（www.sse.com.cn）及指定信息 披露媒体披露了《唐山三孚硅业股份有限公司关于召开 2025 年半年度业绩说明会的 公告》（公告编号：2025-042）。 2025 年 8 月 28 日 16:00—17:00，公司董事长孙任靖先生；董事、总经理董立 强先生；董事、财务负责人张宪民先生；独立董事宋晓阳先生；董事会秘书刘默洋 女士出席了本次说明会。在本次说明会上，对公 ...

金融界消息 截至2025年8月25日收盘，三孚股份（603938）报收于14.8元，下跌0.74%，换手率1.95%， 成交量7.44万手，成交金额1.10亿元。 天眼查商业履历信息显示，唐山三孚硅业股份有限公司，成立于2006年，位于唐山市，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38262.4497万人民币，实缴资本38262.4497万人民 币。公司法定代表人为孙任靖。 通过天眼查大数据分析，唐山三孚硅业股份有限公司共对外投资了9家企业，参与招投标项目5000次， 知识产权方面有商标信息11条，专利信息137条，此外企业还拥有行政许可198个。 来源：金融界 资金流向方面，今日主力资金净流出1610.33万元，占比成交额14.59%。其中，超大单净流出476.98万 元、占成交额4.32%，大单净流出1133.35万元、占成交额10.27%，中单净流出流入804.85万元、占成交 额7.29%，小单净流入805.48万元、占成交额7.3%。 三孚股份最新一期业绩显示，截至2025中报，公司营业总收入10.08亿元、同比增长11.18%，归属净利 润3845.84万元，同比减少5.6 ...

Core Viewpoint - Sanfu Co., Ltd. (603938.SH) reported its semi-annual results for 2025, indicating a total institutional holding of 102 million shares, which constitutes 26.72% of the company's total equity as of August 20, 2025 [1] Institutional Holdings - As of the report date, three institutional investors disclosed their holdings in Sanfu Co., Ltd., with a combined shareholding of 102 million shares, representing 26.72% of the total share capital [1] - The institutional holding percentage decreased by 0.22 percentage points compared to the previous quarter [1] Public Fund Activity - One new public fund, E Fund Yi Bai Intelligent Quantitative Strategy Mixed A, was disclosed in this reporting period, while one public fund, Fuguo Stable Enhanced Bond A/B, was not disclosed in the current period compared to the previous quarter [1]

Core Insights - The company Sanfu Co., Ltd. reported a revenue of 1,008,037,828.70 yuan for the first half of 2025, reflecting a year-on-year growth of 11.18% [2] - The net profit attributable to shareholders of the listed company was 38,458,409.75 yuan, showing a year-on-year decline of 5.60% [2] Financial Performance - Revenue for the first half of 2025 reached approximately 1.01 billion yuan, indicating a positive growth trend compared to the previous year [2] - The net profit experienced a decrease, amounting to around 38.46 million yuan, which suggests potential challenges in profitability despite revenue growth [2]

Group 1 - The company, Sanfu Co., announced the approval of its 2025 semi-annual report and its summary during the 15th meeting of the fifth board of directors [2] - The announcement indicates a focus on transparency and governance as the company prepares for future financial disclosures [2] - The revision proposal discussed in the meeting suggests potential changes in company policies or strategies moving forward [2] Group 2 - The timing of the announcement aligns with the company's efforts to enhance investor relations and maintain stakeholder confidence [2] - The board's decision reflects a commitment to adhering to regulatory requirements and improving corporate governance practices [2] - The company is likely positioning itself for future growth opportunities by ensuring that its financial reporting is up to date and accurate [2]