格隆汇8月1日丨德邦科技(688035.SH)公布，截至2025年7月31日，公司通过上海证券交易所交易系统以 集中竞价交易方式已累计回购公司股份804,951股，占公司总股本的比例为0.5659%，回购成交的最高价 为40.45元/股，最低价为35.79元/股，支付的资金总额为人民币3087.36万元（不含印花税、交易佣金等 交易费用）。 ...

证券代码：688035 证券简称：德邦科技 公告编号：2025-048 烟台德邦科技股份有限公司 关于第二期以集中竞价交易方式回购公司股份的进展 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： | 回购方案首次披露日 | 2025/4/4 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 年 月 2025 4 4 1 | 2 | 日~2026 | 年 | 月 | 日 | | 预计回购金额 | 4,000万元~8,000万元 | | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | | | | | | □用于转换公司可转债 □为维护公司价值及股东权益 | | | | | | | 累计已回购股数 | 804,951股 | | | | | | | 累计已回购股数占总股本比例 | 0.5659% | | | | | | | 累计已回购金额 | 3,087.36万元 | | | | | ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002741 | 光华科技 | 19.18 | -3.13% | 23.95万 | 4.63亿 | | 300655 | 晶瑞电材 | 10.22 | -2.67% | 59.14万 | 6.10亿 | | 300398 | 飞凯材料 | 19.23 | -2.34% | 22.33万 | 4.33 乙 | | 300429 | 强力新材 | 13.42 | -2.19% | 1 21.86万 | 2.96亿 | | 301630 | 同宇新材 | 172.09 | -1.87% | 1.74万 | 3.00亿 | | 600330 | 天通股份 | 7.90 | -1.86% | 51.59万 | 4.09亿 | | 688035 | 德邦科技 | 41.53 | -1.59% | 2.62万 | 1.09亿 | | 688019 | 安集科技 | 147.50 | -1.52% | 2.10万 | 3.14亿 | | 002584 | 西陇科学 ...

Market Performance - The electronic chemicals sector declined by 1.53% on July 31, with Rongda Photoelectric leading the drop [1] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] Stock Performance - Siquan New Materials (301489) saw a significant increase of 20.00%, closing at 103.66 with a trading volume of 66,300 shares and a transaction value of 667 million [1] - Tiancheng Technology (688603) increased by 1.97%, closing at 65.26 with a trading volume of 98,000 shares and a transaction value of 659 million [1] - Other notable performances include Tongyu New Materials (301630) up by 0.91%, Guanghua Technology (002741) up by 0.61%, and Zhongshi Technology (300684) up by 0.50% [1] Capital Flow - The electronic chemicals sector experienced a net outflow of 795 million from institutional investors, while retail investors saw a net inflow of 851 million [3] - Speculative funds had a net outflow of 56.71 million [3]

Core Viewpoint - The Yantai Economic and Technological Development Zone has announced the planning land public notice for the BOE High-end Display Materials Research Institute project, indicating a significant investment in electronic materials research and development in the region [1]. Group 1: Project Overview - The project is located in the Yantai Development Zone B-9 area, covering an area of 33,344 square meters (50 acres) with a building area of 54,544.21 square meters, constructed by Yantai BOE Materials Technology Co., Ltd [1]. Group 2: Company Background - Yantai BOE Materials focuses on the research and sales of electronic specialty materials, with existing products undergoing promotion and validation [3]. - The company is a joint investment by four enterprises, with a total investment of 800 million yuan. BOE Materials contributed 464 million yuan (58%), Wanrun Co., Ltd. contributed 160 million yuan (20%), Debang Technology contributed 144 million yuan (18%), and Yeda Economic Development contributed 32 million yuan (4%) [3]. - BOE Materials was established in August 2024 with a registered capital of 500 million yuan, focusing on new material technology research and sales [3]. Group 3: Partner Companies - Wanrun Co., Ltd. specializes in environmental materials, electronic information materials, new energy materials, and life sciences and pharmaceuticals, with products including liquid crystal materials, OLED materials, and polyimide materials [3]. - Debang Technology is dedicated to the research and industrialization of high-end electronic packaging materials, producing electronic-grade adhesives and functional film materials for various packaging processes [4].

证券代码：688035 证券简称：德邦科技 公告编号：2025-047 烟台德邦科技股份有限公司 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、准确性和完整性依法承担法律责任。 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）业绩预告情况 1、经财务部门初步测算，预计 2025 年半年度营业收入为 68,700 万元到 69,200 万元，与上年同期相比，将增加 22,402.46 万元到 22,902.46 万元，同 比增长 48.39%到 49.47%。 2025 年半年度业绩预增的自愿性披露公告 1 （一）营业收入： 46,297.54 万元。 2、预计 2025 年半年度实现归属于母公司所有者的净利润为 4,300 万元到 4,700 万元，与上年同期相比，将增加 928.93 万元到 1,328.93 万元，同比增长 27.56%到 39.42%。 3、预计 2025 年半年度实现归属于母公司所有者的扣除非经常性损益的净利 润为 4,200 万元到 4,600 万元，与上年同期相 ...

Investment Rating - The report rates the chemical industry as "Outperform" [2] Core Views - The industry has been significantly impacted by tariff-related policies and fluctuations in crude oil prices this year. Key areas to focus on in July include safety regulations, supply changes in the pesticide and intermediate sectors, performance fluctuations due to "export rush," the importance of self-sufficiency in electronic materials, and stable dividend policies in energy companies [2][12] Summary by Sections Industry Dynamics - In the week of June 30 to July 6, among 100 tracked chemical products, 25 saw price increases, 56 saw declines, and 19 remained stable. The average price of TDI increased by 7.02% week-on-week, while the average price of acrylic acid rose by 3.65% [11][36] Investment Recommendations - The report suggests focusing on safety regulations and supply changes affecting the pesticide and intermediate sectors, performance fluctuations from the first half of the year, the growing importance of self-sufficiency in electronic materials, and stable dividend policies in energy companies. Long-term investment themes include sustained high crude oil prices benefiting the oil and gas extraction sector, rapid development in downstream industries, and policy support for demand recovery [12][19] Key Products and Price Changes - TDI prices increased to 12,013 CNY/ton, while acrylic acid prices reached 7,100 CNY/ton, reflecting a 14.52% year-on-year increase. The average price of crude oil also saw slight increases, with WTI at 66.50 USD/barrel and Brent at 68.30 USD/barrel [11][35][36] Company Highlights - Satellite Chemical and Anji Technology are highlighted as "gold stocks" for July, with both companies showing strong revenue and profit growth in 2024. Satellite Chemical reported a revenue of 45.648 billion CNY, a 10.03% increase year-on-year, while Anji Technology achieved a revenue of 1.835 billion CNY, a 48.24% increase year-on-year [13][19]

Core Viewpoint - Debon Technology (688035) has experienced a decline in stock price, closing at 39.35 yuan as of July 4, 2025, down 3.03% from the previous week [1] Company Performance - The highest intraday price for Debon Technology on June 30 was 41.08 yuan, while the lowest on July 4 was 39.1 yuan [1] - The current total market capitalization of Debon Technology is 5.597 billion yuan, ranking 24th out of 33 in the electronic chemical products sector and 2715th out of 5149 in the A-share market [1] Share Buyback Program - As of June 30, 2025, Debon Technology has repurchased a total of 804,951 shares, with a total expenditure of 30,873,577.16 yuan [1] - The buyback plan was first disclosed on April 4, 2025, with an implementation period from April 2, 2025, to April 1, 2026, and an expected buyback amount between 40 million and 80 million yuan [1] - The purpose of the buyback is for employee stock ownership plans or equity incentives [1] - The repurchased shares account for 0.5659% of the total share capital, with an average repurchase price ranging from 35.79 yuan to 40.45 yuan per share [1] - In June 2025, the company repurchased 303,708 shares at a maximum price of 39.99 yuan and a minimum price of 37.17 yuan, totaling 11,557,310.29 yuan [1]

Group 1 - The company has announced a share repurchase plan with a total expected amount between RMB 40 million and RMB 80 million [1] - The repurchase period is set from April 2, 2025, to April 1, 2026, with a maximum repurchase price of RMB 63.52 per share [1] - As of June 30, 2025, the company has repurchased a total of 804,951 shares, accounting for 0.5659% of the total share capital [2] Group 2 - The repurchased shares will be used for employee stock ownership plans or equity incentives [1] - The total amount spent on repurchased shares so far is RMB 30,873,577.16, with a price range of RMB 37.17 to RMB 39.99 per share [2] - The company will continue to disclose the progress of the share repurchase in accordance with relevant regulations [3]

证券代码：688035 证券简称：德邦科技 公告编号：2025-046 烟台德邦科技股份有限公司 关于第二期以集中竞价交易方式回购公司股份的进展 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。 易所网站（www.sse.com.cn）披露的《烟台德邦科技股份有限公司关于第二期以 集中竞价交易方式回购公司股份方案的公告》（公告编号：2025-010）、《烟台德邦 科技股份有限公司关于第二期以集中竞价交易方式回购公司股份的回购报告书》 （公告编号：2025-012）。 二、回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关法律法规规定，公司在回购期间应当在每个月的前 3 个 交易日内公告截至上月末的回购进展情况，现将公司回购股份进展情况公告如下： 2025 年 6 月，公司通过上海证券交易所交易系统集中竞价交易方式回购公司 股份 303,708 股，占公司总股本 142,240,000 股的比例为 0.2135%，回购成交的 最高价为 39.99 元/股，最低价 ...