晨光新材公告称，预计2025年年度归属于上市公司股东的净利润为-7500万元至-1.12亿元，上年同期盈 利4136.01万元；扣非净利润为-1.05亿元至-1.55亿元，上年同期盈利895.06万元。业绩变动主因是行业 竞争加剧，产品毛利率同比下滑，毛利额下降，且资产减值有所增加。本次业绩预告未经审计，具体财 务数据以2025年年度报告为准。 ...

证券代码：605399 证券简称：晨光新材 公告编号：2026-002 江西晨光新材料股份有限公司 关于回购注销 2024-2026 年员工持股计划 本次回购注销股份的有关情况 回购股份数量（股） 注销股份数量（股） 注销日期 30,000 30,000 2026 年 1 月 19 日 2025 年 10 月 31 日，公司依据相关法律规定就本次回购注销权益份额对应 的标的股票事项履行通知债权人程序，具体内容详见公司在上海证券交易所官方 网站披露的《关于回购注销部分限制性股票、2024-2026 年员工持股计划部分股 份并减少注册资本通知债权人的公告》（公告编号：2025-057）。自 2025 年 10 月 31 日起 45 天内，公司未收到相关债权人要求清偿债务或者提供相应担保的情 况。 公司于 2025 年 10 月 29 日召开第三届董事会第十四次会议，审议通过了《关 于拟回购注销 2024-2026 年员工持股计划部分股份的议案》，根据《江西晨光新 材料股份有限公司 2024-2026 年员工持股计划（草案）》（以下简称"《员工持 股计划草案》"）的规定，因本员工持股计划 2 名持有人因个人原因离职 ...

北京金诚同达（上海）律师事务所 关于 江西晨光新材料股份有限公司 2024-2026 年员工持股计划 回购注销事项的 法律意见书 上海市浦东新区世纪大道88号金茂大厦18层 电话：86-21-3886 2288 传真：021-3886 2288*1018 北京金诚同达（上海）律师事务所 法律意见书 释 义 在本法律意见书内，除非文义另有所指，下列词语具有下述涵义： | 晨光新材、公司 | 指 | 江西晨光新材料股份有限公司 | | --- | --- | --- | | 员工持股计划、本员工 | 指 | 江西晨光新材料股份有限公司 年员工持股计划 2024-2026 | | 持股计划 | | | | 《员工持股计划（草 | 指 | 《江西晨光新材料股份有限公司 年员工持股计划 2024-2026 | | 案）》 | | （草案）》 | | 首期员工持股计划 | 指 | 依照《江西晨光新材料股份有限公司 年员工持股 2024-2026 | | | | 计划（草案）》设立的首期员工持股计划 | | 本次回购注销 | 指 | 公司以 6.03 元/股的价格回购注销首期员工持股计划 2 名离职 的持有人尚未解锁的员工 ...

Core Viewpoint - The company plans to repurchase and cancel 30,000 shares due to the departure of two holders from the 2024-2026 employee stock ownership plan, with a repurchase price set at 6.03 yuan per share [1] Group 1 - The company has obtained the necessary authorizations and approvals for the repurchase [1] - The repurchase and cancellation procedures are expected to be completed by January 19, 2026 [1] - The company has fulfilled its current information disclosure obligations and will continue to disclose and handle the capital reduction procedures [1]

Core Viewpoint - Morninglight New Materials (晨光新材) is projected to report a net profit of -33.79 million yuan for the third quarter of 2025, indicating an anticipated annual loss for the year [1] Group 1: Company Financials - As of the third quarter of 2025, the net profit attributable to shareholders is expected to be -33.79 million yuan [1] - The company went public on August 4, 2020, with an initial public offering (IPO) of 46 million shares at a price of 13.16 yuan per share, raising a total of 605 million yuan [1] - After deducting issuance costs, the net proceeds from the IPO amounted to 560 million yuan [1] Group 2: Fund Utilization - The funds raised from the IPO were intended for three main projects: a technical transformation and capacity expansion project for organic silicon new materials with an annual production capacity of 65,000 tons, the development and application of functional silanes, and to supplement working capital [1] Group 3: Shareholder Actions - On May 27, 2023, the company announced a stock bonus of 3 shares for every 10 shares held and a pre-tax dividend of 4 yuan, with the record date on June 1, 2023, and the ex-dividend date on June 2, 2023 [1] - Similarly, on May 31, 2022, the company declared a stock bonus of 3 shares for every 10 shares held and a pre-tax dividend of 5 yuan, with the record date on June 7, 2022, and the ex-dividend date on June 8, 2022 [1]

Core Viewpoint - Morning Light Materials (605399.SH) announced that as of the end of Q3 2025, the net profit attributable to shareholders of the listed company is projected to be -33.79 million yuan, indicating an expected loss for the entire year of 2025 [1] Financial Performance - The company anticipates a net loss for the full year of 2025 based on preliminary estimates [1]

Group 1 - The core viewpoint of the article indicates that the functional silane industry is facing severe challenges due to a downward trend in the domestic chemical product price index influenced by supply and demand dynamics in 2025 [1] - The company is actively responding to market challenges by focusing on quality and efficiency, enhancing operational capabilities, and systematically improving overall management levels [1] - Despite efforts in market promotion and collaboration between production, sales, and research, the company still faces significant challenges to its operating performance due to intensified industry competition [1] Group 2 - As of the end of Q3 2025, the company's net profit attributable to shareholders was -33.79 million yuan [1] - Preliminary estimates suggest that the company will incur losses for the entire year of 2025 [1]

Group 1 - The core viewpoint of the article indicates that the functional silane industry, where the company operates, is facing severe challenges due to a downward trend in the domestic chemical price index influenced by supply and demand dynamics in 2025 [1] - The company is actively responding to market challenges by focusing on quality and efficiency, enhancing operational capabilities, and systematically improving overall management levels [1] - Despite efforts in market promotion and collaboration between production, sales, and research, the company still faces significant challenges to its operating performance due to intensified industry competition [1] Group 2 - As of the end of Q3 2025, the company's net profit attributable to shareholders was -33.79 million yuan [1] - Preliminary estimates suggest that the company will incur losses for the entire year of 2025 [1]

Group 1 - The core viewpoint of the article indicates that the functional silane industry, where the company operates, is facing severe challenges due to a downward trend in the domestic chemical product price index influenced by supply and demand dynamics in 2025 [2] - The company is increasing its market promotion efforts and enhancing collaboration between production, sales, and research to address these challenges [2] - Despite these efforts, the company anticipates significant challenges to its operational performance due to intensified industry competition, leading to an expected loss for the entire year of 2025 [2]

Financial Performance - In Q3 2025, the net profit attributable to shareholders was -33.79 million yuan[1] - The company anticipates a full-year loss for 2025 due to a decline in the domestic chemical price index and intensified industry competition[1] - The financial data will be finalized in the audited annual report for 2025, which investors should monitor for accuracy[1] Strategic Focus - The company is focusing on quality and efficiency, enhancing operational capabilities, and promoting cost reduction initiatives[1] - The company plans to strengthen market promotion efforts through collaboration in production, sales, and research[1] - The company emphasizes the importance of improving overall management levels in response to market challenges[1] Regulatory Compliance - The company will issue a performance forecast in accordance with the Shanghai Stock Exchange regulations due to the expected loss[1] - The company will disclose further announcements within the regulatory timeframe regarding the performance forecast[1] Investor Guidance - Investors are advised to pay attention to subsequent announcements and consider investment risks[1] - The company is facing significant challenges in its functional silane industry due to market conditions[1]