成大生物最新价较发行价折价71.07%，天宜新材最新价较发行价折价66.00%，康希诺最新价较发行价 折价61.65%，中科微至最新价较发行价折价61.65%，金迪克最新价较发行价折价57.21%。（数据宝） 科创板股破发幅度排名 科创板股最新收盘价较发行价平均溢价114.49%，其中，143股出现破发。 证券时报·数据宝统计显示，已上市的589只科创板股中，最新收盘价较发行价平均溢价114.49%，其 中，收盘价较发行价溢价的有445只，溢价幅度最高的是上纬新材，最新收盘价较发行价溢价 3686.03%，热景生物、安集科技、百利天恒等紧随其后，分别溢价1090.17%、1085.87%、1079.76%。 最新收盘价较发行价出现折价的有143只，也即是破发。 破发幅度最大的是万润新能，最新价较发行价折价79.04%，该股2022年9月29日上市，发行价为299.88 元，发行市盈率为75.25倍，行业平均市盈率为19.21倍，公司主要从事锂电池正极材料的研发、生产和 销售。 其次是ST帕瓦，该股2022年9月19日上市，最新价较发行价折价76.75%，发行价为51.88元，发行市盈率 为93.68倍，行业平 ...

Group 1 - The company Tianyi New Materials (SH 688033) announced an earnings forecast on August 1, expecting a net profit attributable to shareholders of the listed company for the first half of 2025 to be between -240 million yuan and -190 million yuan, indicating a reduction in losses of approximately 253 million to 303 million yuan compared to the same period last year, representing a year-on-year loss reduction of 51.3% to 61.44% [2] - For the year 2024, the revenue composition of Tianyi New Materials is as follows: the photovoltaic new energy business accounts for 46.69%, the rail transit equipment industry accounts for 32.03%, the aerospace business accounts for 19.95%, and other businesses account for 1.33% [2]

Group 1 - The core point of the article highlights the recent performance and financial metrics of Tianyi New Materials (天宜新材), indicating a decline in stock price and significant changes in revenue and profit [1][3]. - As of August 1, 2025, Tianyi New Materials' stock closed at 6.8 yuan, down 1.73%, with a trading volume of 204,200 hands and a transaction amount of 139 million yuan [1]. - The company experienced a net outflow of main funds amounting to 34.55 million yuan, representing 24.92% of the transaction amount, with significant outflows from large orders [1]. Group 2 - For the first quarter of 2025, Tianyi New Materials reported total operating revenue of 232 million yuan, a year-on-year decrease of 33.08%, while net profit attributable to shareholders was 89.27 million yuan, an increase of 31.12% [1]. - The company has a current ratio of 0.792, a quick ratio of 0.638, and a debt-to-asset ratio of 42.16% [1]. - Tianyi New Materials, established in 2009, is primarily engaged in the metal products industry, with a registered capital of approximately 562.2 million yuan [1][2].

Group 1 - The core viewpoint of the news is that Tianyi New Materials (688033) is facing significant financial challenges, with expected losses in the first half of 2025 and a substantial amount of frozen bank accounts impacting its operations [1][2][3] Group 2 - Tianyi New Materials reported an expected net loss of between 190 million to 240 million yuan for the first half of 2025, with a projected revenue of 400 million to 450 million yuan, indicating a reduction in losses compared to the previous year [1][3] - The company’s total market capitalization is currently 3.823 billion yuan, ranking 19th in the rail transit equipment sector and 3852nd in the overall A-share market [1] - The company has frozen bank accounts totaling 61.5341 million yuan, which represents 2.39% of the audited net assets as of the end of 2024 and 32.83% of the cash funds [2]

Group 1 - The company, Beijing Tianyi Shangjia High-tech Materials Co., Ltd., expects a net profit attributable to shareholders for the first half of 2025 to be between -240 million and -190 million yuan, representing a reduction in losses of 252.79 million to 302.79 million yuan compared to the same period last year, which is a year-on-year reduction of 51.30% to 61.44% [1][3] - The company anticipates a net profit attributable to shareholders after deducting non-recurring gains and losses for the first half of 2025 to be between -250 million and -200 million yuan, with a reduction in losses of 257.88 million to 307.88 million yuan compared to the same period last year, indicating a year-on-year reduction of 50.78% to 60.62% [1][3] - The expected operating revenue for the first half of 2025 is projected to be between 400 million and 450 million yuan, which is a decrease of 61.17 million to 111.17 million yuan compared to the same period last year, reflecting a year-on-year decrease of 11.97% to 21.75% [3][5] Group 2 - The company's performance in the same period last year included an operating revenue of 511.17 million yuan and a net profit attributable to shareholders of -492.79 million yuan [5] - The decline in overall operating revenue for the first half of 2025 is attributed to the weak demand for single crystal pulling materials due to the ongoing destocking and continued sluggishness in the photovoltaic industry chain, despite revenue increases in the rail transit and aerospace sectors [6]

Core Insights - The report highlights the significant salary growth of CFOs in A-share listed companies despite the overall market downturn, with a total salary scale of 4.27 billion RMB and an average salary of 814,800 RMB for 2024 [1][2]. Group 1: CFO Salary Trends - The total salary of CFOs in A-share listed companies reached 4.27 billion RMB in 2024, with an average salary of 814,800 RMB [1]. - Tianyi New Materials' CFO, Hou Yubo, received a salary of 1.2252 million RMB in 2024, marking a 20.8% increase from 1.0142 million RMB in 2023 [2][4]. - The salary increase of CFOs occurs amidst significant declines in company stock prices and financial performance, raising concerns among investors [2][3]. Group 2: Company Performance - Tianyi New Materials experienced a stock price drop of 65.98% in 2024, reflecting a lack of investor confidence [2][4]. - The company's revenue for 2024 was approximately 763 million RMB, down 63.85% year-on-year, with a net loss of 1.495 billion RMB, a staggering decline of 1138.31% from profit to loss [2][3]. - The company faced four regulatory penalties in 2024, further highlighting its operational challenges [2]. Group 3: Market Implications - The contrasting trends of rising CFO salaries against plummeting stock prices and financial performance have drawn significant market attention [2][3]. - The governance structure regarding management team compensation and its alignment with shareholder interests and long-term company development is becoming a focal point for market observers [3].

Core Viewpoint - Tianyi New Materials announced an expected net profit loss of 190 million to 240 million yuan for the first half of 2025, indicating a significant reduction in losses compared to the previous year [2] Financial Performance - The company anticipates a reduction in losses by 253 million to 303 million yuan compared to the same period last year [2] - Overall operating revenue is expected to decline compared to the same period last year, despite increases in revenue from the rail transit and aerospace sectors [2] Industry Impact - The photovoltaic industry chain is experiencing destocking and ongoing sluggish demand, leading to weak demand for monocrystalline pulling materials, which has significantly impacted the company's photovoltaic new energy segment [2] - The recovery in the rail transit and aerospace sectors is ongoing, contributing to some revenue growth in those areas [2] Inventory and Profitability - The company had previously made substantial provisions for inventory impairment in the same period last year, which is expected to result in a significant reduction in net profit loss for the current reporting period [2]

Core Viewpoint - Tianyi New Materials (688033.SH) expects a significant reduction in net losses for the first half of 2025, with projected net profit attributable to shareholders ranging from -240 million to -190 million yuan, representing a year-on-year decrease in losses of 51.30% to 61.44% [1] Financial Performance - The company anticipates a net profit excluding non-recurring gains and losses between -250 million and -200 million yuan, indicating a year-on-year decrease in losses of 50.78% to 60.62% [1] - Overall operating revenue is expected to decline compared to the same period last year, despite increases in revenue from the rail transit and aerospace sectors [1] Industry Impact - The photovoltaic industry chain is experiencing destocking and ongoing sluggish demand, which has adversely affected the demand for monocrystalline pulling materials, leading to significant impacts on the company's photovoltaic new energy segment [1] - The recovery in the rail transit and aerospace sectors has not been sufficient to offset the downturn in the photovoltaic segment [1]

证券代码：688033 证券简称：天宜新材 公告编号：2025-029 北京天宜上佳高新材料股份有限公司 2025 年半年度业绩预告的自愿性披露公告 重要内容提示： 北京天宜上佳高新材料股份有限公司（以下简称"公司"）预计 2025 年半 年度实现归属于上市公司股东的净利润为-24,000.00 万元到-19,000.00 万元，与 上年同期（法定披露数据）相比，预计将减亏 25,278.57 万元到 30,278.57 万元， 同比减亏 51.30%到 61.44%；预计 2025 年半年度实现归属于上市公司股东扣除 非经常性损益的净利润为-25,000.00 万元到-20,000.00 万元，与上年同期（法定 披露数据）相比，预计将减亏 25,788.16 万元到 30,788.16 万元，同比减亏 50.78% 到 60.62%。 本次业绩预告仅为初步核算数据，具体准确的财务数据以公司正式披露 的 2025 年半年度报告为准，敬请广大投资者注意投资风险。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 6 月 30 日。 （二）预计的经营业绩：同向减亏 （1）经财 ...

Core Viewpoint - Tianyi New Materials (688033) expects a net profit loss of 190 million to 240 million yuan for the first half of 2025, indicating a significant reduction in losses compared to the previous year [1] Group 1: Financial Performance - The company anticipates a reduction in losses by 253 million to 303 million yuan compared to the same period last year [1] - Overall operating revenue for the first half of 2025 is expected to decline compared to the same period last year [1] Group 2: Business Segments - The railway transportation and aerospace sectors are showing signs of recovery, with increased revenue in both segments [1] - The photovoltaic new energy sector is facing significant challenges due to inventory destocking and ongoing market weakness, leading to weak demand for monocrystalline pulling materials [1]