股票上市地点:上海证券交易所 股票简称:沃尔德 北京沃尔德金刚石工具股份有限公司 简式权益变动报告书 上市公司名称:北京沃尔德金刚石工具股份有限公司 股票代码:688028.SH 信息披露义务人:张苏来 住所/通讯地址: 广东省深圳市龙华区建设路 股份变动性质:减少股份(减持)及整体被动稀释持股比例降至 5% 签署日期:2025年9月3日 北京沃尔德金刚石工具股份有限公司简式权益变动报告书 信息披露义务人声明 本部分所述词语或简称与本报告书"释义"所述词语或简称具有相同含义。 一、信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证券 法》《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号一权益变动报告书》等法律、法规和规范性文件编制本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准,其履行亦不违 反信息披露义务人公司章程或内部规则中的任何条款,或与之相冲突。 三、依据上述法律法规的规定,本报告书已全面披露了信息披露义务人在北 京沃尔德金刚石工具股份有限公司(以下简称"沃尔德")中拥有权益的股份变 动情况。 截至本报告书签署之日,除本报告书披露的信息外,信息披 ...

证券代码：688028 证券简称：沃尔德 公告编号：2025-038 北京沃尔德金刚石工具股份有限公司 关于股东权益变动触及 1%刻度的提示性公告 实际控制人的一致行动人陈涛、彭坤保证向本公司提供的信息真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加□ | 比例减少☑ | | --- | --- | --- | | 权益变动前合计比例 | 37.00% | | | 权益变动后合计比例 | 36.99% | | | 本次变动是否违反已作出的承诺、意向、计划 | 是□ | 否☑ | | 是否触发强制要约收购义务 | 是□ | 否☑ | 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | ☑控股股东/实际控制人及其一致行动人 □其他 5%以上大股东及其一致行动人 | | --- | --- | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他______________（请注明） | 二、 ...

证券代码：688028 证券简称：沃尔德 公告编号：2025-037 一、本次权益变动基本情况 信息披露义务人本次权益变动系:一是通过上海证券交易所集中竞价、大宗 交易减持其所持有的公司股份，二是因公司增发股份导致总股本增加后持股比例 被动减少，三是因公司注销回购股份导致总股本减少后持股比例被动增加。具体 变动情况如下： 北京沃尔德金刚石工具股份有限公司 关于持股 5%以上股东减持股份至 5%以下的权益变动提示性公告 股东张苏来保证向北京沃尔德金刚石工具股份有限公司提供的信息内容不存在 任何虚假记载、误导性陈述或者重大遗漏，并对其真实性、准确性和完整性依法承担 法律责任。 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： 本次权益变动属于股份减持及持有股份整体被动稀释，不触及要约收购。 股东张苏来所持股份来源于向特定对象发行股份及以资本公积转增股本 方式取得的股份。本次权益变动后，公司股东张苏来持有股份数量为 7,547,400 股，占公司当前总股本比例为 5.00%。 本次权益变动为持股 5%以上非第一大股东的 ...

Core Viewpoint - The Chinese superhard materials industry is accelerating its transformation from traditional grinding tools to high-end fields such as semiconductors and new energy, forming a three-tier product hierarchy of basic materials (HPHT/cBN), functional products (PCD tools), and high-end applications (CVD films), with the semiconductor/optical field growing at an 8% rate, becoming a new growth driver [1][6]. Product Structure - The superhard materials industry in China can be divided into three main levels: basic synthetic materials, functional products, and high-end application materials. Basic synthetic materials include industrial synthetic diamonds (HPHT), cubic boron nitride (cBN), diamond micropowder, and nanodiamonds, which are core raw materials for superhard tools. HPHT diamonds are widely used in grinding and cutting, while cBN is suitable for processing difficult materials like high-temperature alloys. CVD-synthesized diamond single crystals or films are primarily used in high-end electronics and heat dissipation devices [2][3]. Market Trends - The downstream demand for superhard materials in China is showing a trend of diversification and structural upgrading. The metal cutting tool sector still holds the largest share, while precision grinding and photovoltaic silicon wafer cutting are experiencing stable growth. The semiconductor and optical fields are emerging as new engines of growth, indicating a shift from traditional applications to high-tech areas such as semiconductors, consumer electronics, and new energy [6][10]. Supply and Demand Dynamics - The overall production and sales ratio of various segments in the superhard materials industry remains high, indicating a balanced supply-demand relationship. Diamond wire and micropowder products have a production-sales ratio close to 100%, reflecting strong demand in mature application scenarios. PCD/PCBN tools and superhard grinding wheels maintain a ratio of around 95%, showing stable penetration in traditional manufacturing and precision processing. However, the production-sales ratio for CVD diamond films is only 75%, indicating that it is still in the early stages of industrialization [7][10]. Market Composition - The Chinese superhard materials market is characterized by a leading position of industrial diamond micropowder, which accounts for over half of the market share. PCD/PCBN tools, benefiting from the rapid growth in CNC machine tools and new energy vehicle component processing, account for nearly one-fifth of the market. Superhard grinding wheels are used for precision grinding and high-hardness material processing, maintaining stable demand. Although CVD diamond films currently account for less than 10% of the market, their applications in semiconductors, optics, and thermal management are rapidly expanding, making them a high-growth category [10][15].

高盛首席运营官沃尔德伦出售价值约1360万美元的公司股票。 ...

Group 1: Company Insights - Yuanfei Pet achieved a revenue of 792 million yuan in the first half of 2025, representing a year-on-year growth of 45.52%, with significant growth in pet snacks and domestic revenue [1] - The net profit attributable to the parent company slightly increased by 0.37%, while the gross profit margin decreased by 0.93%, and sales expenses surged by 97.13% [1] - The company’s two factories in Cambodia are operating at near full capacity, with new production capacity expected to be launched next year [1] Group 2: Market Trends - Wald's revenue for the first half of 2025 was 106.95 million yuan, a year-on-year decrease of 1.79%, while its subsidiary, Jia Ying Company, reported a revenue of 17.19 million yuan, with a year-on-year growth of 14% [2] - The company is facing pressure from rising raw material costs but is developing products in the humanoid robot sector, including specialized equipment and high-precision tools [2] - The demand for tools may increase if leading companies launch foldable screen smartphones next year [2] Group 3: Asset Management Overview - Xizang Yuanlesheng Asset Management Co., Ltd. is a parallel company to Beijing Yuanlesheng Asset Management Co., Ltd., sharing the same shareholder structure and governance [3] - The company manages assets totaling 7 billion yuan and has been recognized for its strong long-term performance, achieving over 500% cumulative returns since the launch of its first product in 2008 [3] - Yuanlesheng has received multiple awards in the private equity industry, including the "Golden Bull" award for three consecutive years from 2011 to 2013 [3]

证券之星消息，沃尔德2025年中报显示，公司主营收入3.35亿元，同比上升6.09%；归母净利润4362.27 万元，同比下降19.57%；扣非净利润3987.67万元，同比下降18.64%；其中2025年第二季度，公司单季 度主营收入1.81亿元，同比上升7.7%；单季度归母净利润2252.56万元，同比下降26.2%；单季度扣非净 利润2110.62万元，同比下降24.29%；负债率12.35%，投资收益-45.96万元，财务费用-58.89万元，毛利 率43.95%。 财报数据概要请见下图: l 数据评级 护城河 成长性 部能力 财务健康 经营效率 安全边际 估值倍数 相对成长性 未来回报率 股息率 l 股东情况 十大流通股东 一 陈继锋 5189万 I 34.42% 932万 钟书进 Z 2.49% t 6.18% 785万 张苏来 LN t 2.44% 5.21% 200万 杨诺 4 1.33% 189万 戴晓杭 5 t 1.25% 88万 陈涛 F 0.58% ↓ -0.04% 81万 庞红 T I 0.54% 李婷婷 75万 E 新进 0.50% t 72万 周玉坤 E 新进 0.48% t 6 ...

Core Viewpoint - The report highlights the financial performance and operational strategies of Beijing Worldia Diamond Tools Co., Ltd. for the first half of 2025, indicating a growth in revenue but a decline in profits due to increased competition and costs. Financial Performance - The company achieved a revenue of RMB 335.05 million, representing a 6.09% increase compared to the same period last year [3] - The total profit decreased by 23.25% to RMB 48.72 million, while the net profit attributable to shareholders fell by 19.57% to RMB 43.62 million [3][17] - The net cash flow from operating activities was RMB 61.50 million, down 22.60% from the previous year [3] Dividend Distribution - The company proposed a cash dividend of RMB 1.2 per 10 shares, totaling approximately RMB 18.11 million, which accounts for 41.52% of the net profit for the reporting period [3] Business Overview - The company positions itself as a leading provider of cutting tool solutions in the high-end market, specializing in superhard and carbide tools, as well as diamond functional materials [17] - Key products include diamond saw blades, grinding wheels, and PCD/PCBN tools, which are used in various industries such as automotive, aerospace, and electronics [17][18] Industry Context - The cutting tool industry is crucial for modern manufacturing, with tools being referred to as the "teeth of industry," impacting product quality and efficiency [10] - The market for cutting tools in China is growing, with an increasing share of domestic consumption being met by local manufacturers, reducing reliance on imports [12][13] - The demand for superhard tools is rising due to advancements in manufacturing processes and the need for higher precision and efficiency [11][14] Research and Development - The company invested RMB 26.86 million in R&D, a 14.11% increase year-on-year, and secured 25 patents during the reporting period [19] - The focus on innovation is aimed at maintaining competitive advantages and expanding into new markets, particularly in diamond functional materials [19][16] Market Expansion - The company is actively exploring new markets, including renewable energy and aerospace, while also enhancing its product offerings in existing sectors [18] - Strategic partnerships have been established to facilitate the introduction of new products and technologies, such as diamond film acoustic devices and BDD electrodes for water treatment [18]

Core Viewpoint - Beijing World Diamond Tools Co., Ltd. reported a decrease in net profit and total profit for the first half of 2025, while revenue increased slightly, indicating mixed financial performance [1][2]. Financial Performance Summary - Total assets at the end of the reporting period were approximately RMB 2.23 billion, a decrease of 1.83% compared to the previous year [2]. - Net assets attributable to shareholders were approximately RMB 1.95 billion, showing a slight increase of 0.07% year-on-year [2]. - Operating revenue for the period was approximately RMB 335.05 million, representing a growth of 6.09% compared to the same period last year [2]. - Total profit for the period was approximately RMB 48.72 million, a decline of 23.25% year-on-year [2]. - Net profit attributable to shareholders was approximately RMB 43.62 million, down 19.57% from the previous year [2]. - Basic and diluted earnings per share were both RMB 0.2885, reflecting a decrease of 19.14% [3]. - The net cash flow from operating activities was approximately RMB 61.50 million, a decrease of 22.60% compared to the previous year [2]. Dividend Distribution - The company plans to distribute a cash dividend of RMB 1.2 per 10 shares (before tax), totaling approximately RMB 18.11 million, which accounts for 62.54% of the net profit attributable to shareholders for the first half of 2025 [1].

Core Viewpoint - The company announced a cash dividend distribution plan for the first half of 2025, proposing a distribution of 1.2 RMB per 10 shares, with no capital reserve transfer or bonus shares issued [1][2]. Group 1: Profit Distribution Plan - The proposed cash dividend distribution is based on the total share capital as of the equity distribution registration date, which will be specified in a future announcement [1]. - The total number of shares is 150,949,000, leading to an estimated total cash dividend of approximately 9.17 million RMB, which represents 62.54% of the net profit attributable to shareholders for the first half of 2025 [1][3]. - The distribution plan has been approved by the company's board of directors and does not require further approval from the shareholders' meeting [2][3]. Group 2: Decision-Making Process - The board of directors held a meeting on August 22, 2025, to review and approve the dividend distribution plan, ensuring it aligns with the company's profitability and cash flow requirements [2][3]. - The monitoring committee also reviewed the plan, confirming that it complies with legal regulations and the company's articles of association, and that it considers the interests of minority shareholders [3][4].