证券代码：603948 证券简称：建业股份 公告编号：2025-016 浙江建业化工股份有限公司 股票交易异常波动公告 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。 针对公司股票交易异常波动的情况，公司对有关事项进行了核查，并发函问 询了公司控股股东、实际控制人，现将有关情况说明如下： （一）生产经营情况。经公司自查，公司目前生产经营正常。市场环境、 行业政策没有发生重大调整、生产成本和销售等情况没有出现大幅波动、内部生 1 产经营秩序正常。 重要内容提示： 浙江建业化工股份有限公司（以下简称"公司"）股票于 2025 年 8 月 27 日、8 月 28 日连续两个交易日收盘价格涨幅偏离值累计超过 20%。根据《上海证 券交易所交易规则》的相关规定，属于股票交易异常波动情形。 经公司自查及发函问询控股股东、实际控制人，截至本公告披露日，公 司生产经营正常，不存在应披露而未披露的重大信息。 一、股票交易异常波动的具体情况 公司股票于 2025 年 8 月 27 日、8 月 28 日连续两个交易日收盘价格涨幅偏 离值累计超 ...

浙江建业化工股份有限公司 2025 年半年度报告 公司代码：603948 公司简称：建业股份 浙江建业化工股份有限公司 2025 年半年度报告 2025 年 8 月 1 / 130 浙江建业化工股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人孙斌、主管会计工作负责人章忠及会计机构负责人（会计主管人员）张琦声明： 保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 本报告期不进行利润分配或公积金转增股本。 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告所涉及的公司未来计划等前瞻性陈述，不构成公司对任何投资者及相关人士的实质承诺， 敬请广大投资者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证 ...

Group 1 - The company reported a revenue of 1.057 billion yuan for the first half of 2025, representing a year-on-year decrease of 11.41% [1] - The net profit for the same period was 118 million yuan, showing a year-on-year decline of 8.72% [1] - The company will not distribute profits or increase capital reserves during this reporting period [1]

Market Overview - The chemical products sector experienced a decline of 2.12% on August 27, with Feilu Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Top Performers - The following companies showed significant gains: - Boyuan Co., Ltd. (Code: 301617) closed at 59.88, up 10.91% with a trading volume of 108,500 shares and a transaction value of 647 million [1] - Jitai Co., Ltd. (Code: 002909) closed at 7.66, up 10.06% with a trading volume of 538,700 shares [1] - Jianye Co., Ltd. (Code: 603948) closed at 24.11, up 9.99% with a trading volume of 84,800 shares and a transaction value of 195 million [1] Underperformers - The following companies faced notable declines: - Feilu Co., Ltd. (Code: 300665) closed at 9.79, down 8.50% with a trading volume of 652,400 shares and a transaction value of 668 million [2] - Fengguang Co., Ltd. (Code: 301100) closed at 18.86, down 6.96% with a trading volume of 46,800 shares [2] - Wanfeng Co., Ltd. (Code: 603172) closed at 16.43, down 6.59% with a trading volume of 31,500 shares [2] Capital Flow - The chemical products sector saw a net outflow of 3.045 billion in main funds, while retail investors contributed a net inflow of 2.168 billion [2] - The following companies had significant capital flows: - Jitai Co., Ltd. had a main fund net inflow of 127 million, but a net outflow from retail investors of 72.54 million [3] - Huangma Technology (Code: 603181) had a main fund net inflow of 105 million, with retail investors also experiencing a net outflow of 59.02 million [3]

Core Viewpoint - The high-purity ammonia industry in China is experiencing significant growth driven by increasing domestic demand in the semiconductor, photovoltaic, and LCD sectors, supported by government policies aimed at import substitution and technological advancement [1][9][11]. Industry Overview - High-purity ammonia, with a purity of over 99.999%, is essential for producing materials like gallium nitride (GaN) and silicon nitride (Si3N4), which are used in LED and solar cell manufacturing [3][5]. - The production methods for high-purity ammonia include multi-stage adsorption and distillation processes, achieving varying purity levels [3]. Market Demand and Supply - China's high-purity ammonia production is projected to grow from 36,000 tons in 2018 to 62,000 tons by 2024, while demand is expected to reach 61,000 tons in 2024, reflecting a year-on-year increase of 10.9% [1][9]. - The market size for high-purity ammonia is anticipated to reach 470 million yuan in 2024, marking a 6.8% increase from the previous year [11]. Competitive Landscape - The high-purity ammonia market is characterized by high concentration among a few large companies, which possess advantages in production scale, technology, and brand influence [13]. - Key players in the industry include Zhejiang Yindesai Semiconductor Materials Co., Hubei Heyuan Gas Co., and Jinhong Gas Co., among others [13][15]. Government Policies - The Chinese government has implemented various policies to support the development of the high-purity ammonia sector, including the "14th Five-Year Plan for the Development of the Raw Materials Industry," which emphasizes the advancement of high-purity chemicals and industrial gases [5][7]. Future Trends - The semiconductor industry is expected to drive the demand for high-purity ammonia due to the increasing need for high-performance chips in emerging technologies like AI and new energy vehicles [19]. - There is significant potential for domestic substitution in the high-purity ammonia market, as local companies enhance their technological capabilities [20]. - The industry is also moving towards greener production methods in response to carbon neutrality goals, focusing on reducing carbon emissions and energy consumption [21].

Industry Overview - DOTP, or dioctyl terephthalate, is a commonly used plasticizer and an organic compound with excellent environmental properties, making it a preferred choice in the market [1][2] - The production process of DOTP includes direct esterification, ester exchange, and acyl chloride hydrolysis, with direct esterification being the mainstream method in China due to its simplicity and high yield [2][4] Current Industry Status - The plasticizer market in China experienced a slight decline in 2022 after rapid growth from 2018 to 2021, but demand for eco-friendly plasticizers like DOTP is recovering, leading to a projected market size growth of approximately 3% in 2024, reaching 32.703 billion yuan [5][9] - DOTP's production in China is expected to rise from 1.333 million tons in 2018 to around 1.848 million tons in 2024, with a cumulative production of 303,240 tons in the first quarter of 2025, reflecting a year-on-year growth of 1.44% [9][11] Competitive Landscape - The market for DOTP and other plasticizers in China is characterized by low competition and a blue ocean market, with major players including Jiaao Enprotech, Zhengdan Chemical, and Jianye Co., which collectively hold about 7% market share [11][12] - The market is divided into two tiers, with the first tier consisting of established companies and the second tier comprising newer entrants with limited product lines [11] Development Trends - The demand for DOTP is driven by stringent environmental regulations, with DOTP gradually replacing traditional plasticizers like DOP due to its non-toxic nature and superior properties [16] - The expansion of DOTP production capacity is unevenly distributed across regions, with East China holding over 60% of the capacity, leading to potential market oversupply and price competition [17][18] - Emerging applications in new industries such as electric vehicles and lithium battery separators are expected to drive DOTP demand growth at an annual rate of 25% over the next five years [19]

证券代码：603948 证券简称：建业股份 公告编号：2025-014 浙江建业化工股份有限公司 股票交易异常波动公告 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。 重要内容提示： 浙江建业化工股份有限公司（以下简称"公司"）股票于 2025 年 6 月 24 日、6 月 25 日、6 月 26 日连续三个交易日收盘价格涨幅偏离值累计超过 20%。 根据《上海证券交易所交易规则》的相关规定，属于股票交易异常波动情形。 经公司自查及发函问询控股股东、实际控制人，截至本公告披露日，公 司生产经营正常，不存在应披露而未披露的重大信息。 公司股票价格短期内上涨幅度较大，敬请广大投资者注意二级市场交易 风险，理性决策，审慎投资。 一、股票交易异常波动的具体情况 公司股票于 2025 年 6 月 24 日、6 月 25 日、6 月 26 日连续三个交易日收盘 价格涨幅偏离值累计超过 20%。根据《上海证券交易所交易规则》的相关规定， 属于股票交易异常波动情形。 二、公司关注并核实的相关情况 针对公司股票交易异常波动的情况，公司对有 ...

Group 1 - The company Jianye Co., Ltd. (603948) experienced a significant surge in stock price, hitting the daily limit, referred to as "di tian ban" in Chinese stock market terminology [1] - The trading volume exceeded 600 million yuan, indicating strong investor interest and activity in the stock [1]

Core Viewpoint - The solar energy sector has experienced a slight increase, with a 2.10% rise as of the market close on June 24, 2023, driven by significant gains in several companies within the sector [1]. Group 1: Company Performance - The top-performing companies in the solar energy sector on June 24, 2023, include Zhengye Technology, Dazhongnan, Saiwu Technology, Beifang International, and Jianye Co., all of which saw increases exceeding 10% [2]. - Zhengye Technology led the gains with a price of 8.12 and a rise of 10.33%, followed closely by Dazhongnan at 2.82 with a 10.16% increase [2]. - Other notable performers include Changyang Technology, which rose by 9.68%, and Weichuang Electric, which increased by 6.93% [1][2]. Group 2: Capital Flow - On June 24, 2023, the solar energy sector saw a net inflow of 1.49 billion yuan in main capital, indicating strong investor interest [3]. - The top three companies receiving the highest net inflows were Xiandao Intelligent with 170 million yuan, Beifang International with 160 million yuan, and Sumeida with 151 million yuan [4]. - The overall capital flow included a significant contribution from large orders, with 1.34 billion yuan net inflow from large orders, while medium and small orders saw outflows [3].

Group 1 - The company reported a 9.18% decrease in revenue for Q1 2025, amounting to 51,083.27 million yuan compared to the previous year [1] - The net profit attributable to shareholders decreased by 14.58%, totaling 4,962.22 million yuan in Q1 2025 [1] - The company's stock experienced an abnormal trading fluctuation, with a cumulative price deviation of over 20% on June 20 and June 23, 2025 [1] Group 2 - The company confirmed that there are no significant changes in its production and operational environment, and no major events are expected to impact its performance [2] - There are no media reports or market rumors identified that could affect the company's stock price [2] - The company reassured that all operations are normal and there are no undisclosed significant matters affecting stock trading [2]