Core Viewpoint - The company reported a significant decline in its financial performance for the first nine months of 2025, with a notable drop in revenue and net profit compared to the previous year [5][12][23]. Financial Performance - For the period from January to September 2025, the company produced 252,310 cubic meters of ready-mixed concrete, a year-on-year decrease of 15.94% [5]. - The company achieved an operating income of 778 million yuan, down 24.18% year-on-year [5]. - The net profit attributable to the parent company was -35.76 million yuan, representing a year-on-year decline of 428.80% [5]. Price Trends - In the main urban area of Chongqing, the average tax-inclusive guidance price for ready-mixed concrete (C30 specification) was 299.22 yuan per cubic meter, a decrease of 28 yuan per cubic meter compared to the same period last year [5]. - The average tax-inclusive guidance price for 42.5-grade (bagged) cement was 375.56 yuan per ton, down 42.22 yuan per ton year-on-year [5]. - The average tax-inclusive guidance price for crushed stone was 77.78 yuan per ton, a decrease of 17.22 yuan per ton compared to the previous year [5]. Fund Utilization - As of September 30, 2025, the total amount of raised funds utilized (excluding interest) was 506.50 million yuan [5]. - The remaining amount of temporary supplementary working capital that has not yet matured and has not been repaid totaled 745 million yuan as of September 30, 2025 [5]. Asset Impairment - The company decided to recognize an asset impairment provision of 24.97 million yuan for the first nine months of 2025, reflecting the impact of the downturn in the construction industry [23][25]. - The impairment included provisions for accounts receivable and other receivables, with specific amounts detailed for each category [20][21][22]. Board Meeting and Resolutions - The company held its fourth board meeting on October 28, 2025, where it approved the third-quarter report and the asset impairment provision [11][12]. - The board confirmed that the financial report accurately reflects the company's financial status and complies with accounting standards [25]. Investor Communication - The company plans to hold an investor briefing on November 6, 2025, to discuss the third-quarter results and address investor questions [15][17].

Core Viewpoint - Sifang New Materials announced a provision for asset impairment amounting to 24.9693 million yuan for the period from January to September 2025, indicating potential financial challenges ahead [2] Group 1 - The company has identified signs of impairment in certain assets, leading to the decision to make a significant provision [2] - The impairment provision reflects the company's proactive approach to managing its financial health and addressing potential risks [2]

Core Viewpoint - Sifang New Materials (605122.SH) reported a significant decline in revenue and net profit for the first three quarters of 2025 compared to the previous year [1] Financial Performance - The total operating revenue for the first three quarters reached 778 million yuan, representing a year-on-year decrease of 24.18% [1] - The net profit attributable to shareholders was -35.76 million yuan, contrasting with a net profit of 10.88 million yuan in the same period last year [1] - The basic earnings per share were -0.21 yuan [1]

截至 2025 年 10 月 27 日，重庆四方新材股份有限公司（以下简称"公 司"）已累计归还临时补充流动资金的闲置募集资金人民币 15,000.00 万元。 一、募集资金临时补充流动资金情况 公司于2024年10月28日召开了第三届董事会第十二次会议，以9票同意、0票 反对、0票弃权的投票结果审议通过了《关于使用部分闲置募集资金临时补充流 动资金的议案》，同意公司使用不超过15,000万元闲置募集资金临时补充流动资 金，用于与公司主营业务相关的业务，使用期限自公司董事会审议通过之日起不 超过12个月。具体内容详见公司于2024年10月30日在上海证券交易所网站 （www.sse.com.cn）披露的《关于使用部分闲置募集资金临时补充流动资金的公 告》（公告编号：2024-062）。 证券代码：605122 证券简称：四方新材 公告编号：2025-072 重庆四方新材股份有限公司 关于归还临时补充流动资金的募集资金的公告 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： 2025 年 10 月 29 日 | 发 ...

证券代码：605122 证券简称：四方新材 公告编号：2025-074 重庆四方新材股份有限公司 关于计提资产减值准备的公告 本公司董事会及全体董事保证本公告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。 重庆四方新材股份有限公司（以下简称"公司"）于 2025 年 10 月 28 日召开 第四届董事会第三次会议，审议通过了《关于计提资产减值准备的议案》。具体 情况如下： 一、本次计提资产减值准备的情况概述 为真实、客观、准确反映公司实际资产和财务状况，基于谨慎原则，根据《企 业会计准则》等相关规定，公司于 2025 年 9 月 30 日对公司各类资产进行了全面 清查并进行减值测试。经测试，2025 年 1-9 月对存在减值迹象的相关资产计提 减值准备 2,496.93 万元，具体情况如下： 币种：人民币，单位：万元 | | 项目 | 本期发生额 | 上期发生额 | | --- | --- | --- | --- | | 信用减值 | 应收票据坏账损失 | 20.25 | 217.18 | | 损失 | 应收账款坏账损失 其他应收款坏账损失 | -2,65 ...

重庆四方新材股份有限公司 关于召开 2025 年第三季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： 会议召开时间：2025 年 11 月 06 日(星期四)下午 13:00-14:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： http://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 问题征集方式：投资者可于 2025 年 10 月 30 日(星期四)至 11 月 05 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"栏目或通过重庆 四方新材股份有限公司（以下简称"公司"）邮箱 security@cqsifang.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：605122 证券简称：四方新材 公告编号：2025-075 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 202 ...

证券代码：605122 证券简称：四方新材 公告编号：2025-073 重庆四方新材股份有限公司 第四届董事会第三次会议决议公告 本公司董事会及全体董事保证本公告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。 一、 董事会会议召开情况 表决结果：9 票同意，0 票反对，0 票弃权。 本议案已经公司第四届董事会审计委员会第二次会议以 3 票同意、0 票弃权、 0 票反对的投票结果审议通过，经审计委员会事先认可并提交董事会审议。 具体内容详见公司同日在上海证券交易所网站（www.sse.com.cn）、《上海证 券报》、《中国证券报》、《证券时报》和《证券日报》披露的《2025 年第三季度 报告》。 (二) 审议通过了《关于计提资产减值准备的议案》 表决结果：9 票同意，0 票反对，0 票弃权。 公司本次计提资产减值准备是基于谨慎性原则，是对相关资产可能存在的减 值风险进行综合分析和判断后作出的决定，符合《企业会计准则》和公司会计政 策的相关规定，真实、准确的反应了公司资产的实际情况，同意本次计提资产减 值准备事项。 本议案已经公司第四届董事会审计委员会第二次 ...

Group 1 - The core viewpoint of the article highlights the financial performance of Sifang New Materials, indicating a significant decline in revenue and a net loss for the third quarter of 2025 [1] - Sifang New Materials reported revenue of approximately 778 million yuan for the first three quarters of 2025, representing a year-on-year decrease of 24.18% [1] - The net profit attributable to shareholders of the listed company was a loss of approximately 35.76 million yuan, with basic earnings per share reflecting a loss of 0.21 yuan [1] Group 2 - As of the report, Sifang New Materials has a market capitalization of 2.4 billion yuan [2] - The A-share market has recently surpassed 4000 points, indicating a resurgence after a decade of stagnation, with technology leading the market's transformation [2]

Group 1 - The company Sifang New Materials (SH 605122) announced that its fourth board meeting for the third time in 2025 was held via telecommunication on October 28, 2025, to review the proposal regarding the company's third-quarter report for 2025 [1] - For the year 2024, the company's revenue composition is as follows: non-metallic mineral products account for 99.51%, while other businesses account for 0.49% [1] - As of the report, Sifang New Materials has a market capitalization of 2.4 billion yuan [1] Group 2 - The A-share market has surpassed 4000 points, marking a significant resurgence after a decade of stagnation, with technology leading the market's transformation and a new "slow bull" pattern emerging [1]

重庆四方新材股份有限公司 2025 年第三季度报告 证券代码：605122 证券简称：四方新材 重庆四方新材股份有限公司 2025 年第三季度报告 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： 公司董事会及董事、高级管理人员保证季度报告内容的真实、准确、完整，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。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 √适用 □不适用 2 / 16 1 / 16 单位：元 币种：人民币 项目 本报告期 本报告期比上 年同期增减变 动幅度(%) 年初至报告期末 年初至报告期末 比上年同期增减 变动幅度(%) 营业收入 237,559,860.19 -27.57 777,752,172.97 -24.18 利润总额 -16,825,479.46 不适用 -49,287,890.26 -1,164.25 归属于 ...