Core Viewpoint - The company reported strong financial performance for the first half of 2025, with significant growth in revenue and net profit, driven by stable orders and new product sales [1][2]. Financial Performance - The company achieved operating revenue of 461 million yuan, representing a year-on-year increase of 16.46% [1]. - Net profit reached 127 million yuan, marking a year-on-year growth of 31.52% [1]. - Basic earnings per share were reported at 0.72 yuan [1]. Business Development - The company experienced stable growth in orders for mobile source denitrification molecular sieves sold to BASF, contributing to revenue growth [1]. - Sales of titanium-silicon series epoxy propylene catalysts saw a breakthrough, with new customer development enhancing order quantities [1]. - The sales volume of pyridine catalysts also increased compared to the previous year, providing new growth points for revenue and profit [1]. Strategic Initiatives - The company aims to deepen strategic collaboration with global customers and partners through technological innovation and resource integration [1]. - There is a focus on expanding market share and enhancing brand value and competitive advantage [1]. - The company is committed to developing high-purity silicon-aluminum materials for strategic emerging fields such as semiconductors and photovoltaics, aiming to create a technology barrier and product matrix driven by market demand [1]. Product Applications - The company's epoxy propylene catalysts are used in downstream products like polyurethane and propylene glycol, applicable in furniture, home appliances, automotive, and coatings [2]. - The HPPO process catalyst developed using titanium-silicon molecular sieve technology is characterized by high selectivity, high activity, good stability, and long service life [2]. - The company is one of the few in China capable of providing a complete process solution for the HPPO method of epoxy propylene, offering comprehensive technical services from process technology to final products [2]. Future Plans - The company will make prudent decisions regarding capital operations based on its development strategy and market conditions, actively exploring high-quality enterprises with strong upstream and downstream relevance [2]. - Capital operations will be pursued at the appropriate time, adhering strictly to relevant laws and regulations for information disclosure [2].

Core Viewpoint - A total of 22 A-share listed companies disclosed share reduction plans, with no companies announcing share increases on the same day [1] Group 1: Companies and Their Reduction Plans - Dongfang Ocean plans to reduce its holdings by no more than 3% [2] - Nanmin Group's two shareholders intend to reduce their holdings by no more than 3.63% [2] - Xinhai Optoelectronics' shareholders Gao Zhan and Zhou Xuan plan to reduce their shares [2] - Yiming Food's shareholders will collectively reduce their holdings by no more than 3% [2] - Yingshi Sheng's shareholders plan to reduce their holdings by no more than 2% [2] - Jereh's vice chairman Wang Jili plans to reduce no more than 723,000 shares [2] - Hengyu Xintong's shareholders intend to reduce their holdings by no more than 2% [2] - Ruoyuchen's shareholder Langjing's shareholding will drop below 2% [2] - Zhongchumei's shareholder Wang Jing plans to reduce no more than 1% [2] - Jiangbolong's five employee shareholding platforms plan to reduce no more than 1.31% [2] - Puyuan Information's actual controller and its concerted actors plan to reduce their holdings by no more than 2.9951% [2] - Botuo Biological's actual controller Yu Xiuping plans to reduce no more than 3% [2] - Sanbo Brain Science's shareholder TBP plans to reduce no more than 3% [2] - Yijiahe's Huatai Zhanxin Investment and Daofeng Investment plan to reduce no more than 2% [2] - Rongzhirixin's controlling shareholder and concerted parties plan to reduce no more than 3% [2] - Taijin Investment's shareholders plan to reduce no more than 3% [2] - Xidian New Energy's shareholder Changjiang Chen Dao plans to reduce no more than 2% [2] - Huoshan's two shareholders plan to reduce a total of 5.45% [2] - Dongfang Zhaoye's chairman Feng Liming plans to reduce no more than 131,500 shares [2] - Nanjing New Hundred plans to reduce no more than 6 million shares of repurchased stock [2] - Xagong's shareholder Xiamen Kouhang plans to reduce no more than 1% [2] - Jinhongshun's shareholder Gaode Investment plans to reduce no more than 3% [2]

Shareholder Reduction - Shareholders Gao Zhan and Zhou Xuan of Xinhau Optoelectronics plan to reduce their holdings by a total of no more than 1.0176 million shares [1] - Shareholders Xinyue Investment, Mingniu Investment, and Chengyue Investment of Yiming Food plan to reduce their holdings by a total of no more than 12.03 million shares [1] - The consistent action party of shareholders holding more than 5% of Yingshisheng plans to reduce their holdings by no more than 2% [1] - Chairman and General Manager Nie Weihua of Rongzhi Rixin plans to reduce his holdings by no more than 1.40% [1] - Major shareholder Wang Jing of Zhongchumei plans to reduce his holdings by no more than 1.76 million shares [1] - Shareholder Huatai Zhanzheng Investment of Yijiahe plans to reduce their holdings by no more than 4.0972 million shares [1] - Actual controller Yu Xiuping of Botuo Biological plans to reduce his holdings by no more than 3% [1] Other Financial Information - Electric Science Cybersecurity reported a net loss of 170 million yuan in the first half of the year [1] - Ziaotai reported a net loss of 125 million yuan in the first half of the year [1]

格隆汇8月20日丨中触媒(688267.SH)公布，大股东王婧因自身资金需求，自本公告披露之日起15个交易 日后的3个月内拟通过集中竞价交易方式减持公司股份数量合计不超过176万股，减持比例不超过公司总 股本的1%，减持价格按市场价格确定。 ...

Group 1 - The major shareholder Wang Jing holds approximately 10.38 million shares of Zhongchumai, accounting for about 5.89% of the total share capital [2] - Wang Jing plans to reduce her holdings by no more than 1.76 million shares, which is up to 1% of the total share capital, within three months starting from 15 trading days after the announcement [2] - The revenue composition for Zhongchumai in 2024 is 98.82% from the chemical reagents and additives manufacturing industry, with other businesses contributing 1.18% [2]

证券代码：688267 证券简称：中触媒 公告编号：2025-032 中触媒新材料股份有限公司 持股 5%以上股东减持股份计划公告 本公司董事会、全体董事及相关股东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。 重要内容提示： 大股东持有的基本情况 截至本公告披露日，中触媒新材料股份有限公司（以下简称"公司"）大股 东王婧直接持有公司股份 10,380,841 股，占公司总股本的 5.8915%。上述股份 来源为公司首次公开发行股票前持有的股份，并于 2023 年 8 月 16 日起上市流通。 减持计划的主要内容 大股东王婧因自身资金需求，自本公告披露之日起 15 个交易日后的 3 个月 内拟通过集中竞价交易方式减持公司股份数量合计不超过 1,760,000 股，减持比 例不超过公司总股本的 1%，减持价格按市场价格确定。若公司在上述减持计划 实施期间发生派发红利、送股、资本公积转增股本、增发新股或配股等除权、除 息事项的，则上述减持计划将做相应调整。 | 股东名称 | 王婧 | | | | --- | --- | --- | --- | | ...

Core Viewpoint - On August 18, a total of 19 listed companies had their restricted shares unlocked, with a total market value of approximately 32.581 billion yuan [1]. Group 1: Unlocking Details - The specific details of the restricted share unlocks are as follows: - **Sunshine Energy (000591)**: 314 million shares from A-share original shareholder allocation [2] - **Paislin (600215)**: 2.0375 million shares from equity incentive lock-up [2] - **Xin'ao Co. (600803)**: 253 million shares from A-share corporate allocation [2] - **Hualan Biological (301207)**: 459 million shares with extended lock-up period [2] - **Taihe New Materials (002254)**: 436,000 shares from equity incentive lock-up [2] - **Yinxi Technology (300221)**: 569,890 shares from equity incentive lock-up [2] - **Loxin Medical (300562)**: 110,000 shares from equity incentive lock-up [2] - **Bona Film (001330)**: 319 million shares from pre-issue lock-up [2] - **Yuanfei Pet (001222)**: 112 million shares from pre-issue lock-up [2] - **Kaige Precision Machinery (301338)**: 72.1 million shares from pre-issue lock-up [2] - **Dingjide (603255)**: 72.7914 million shares from pre-issue lock-up [2] - **Shangji Technology (301330)**: 18.515 million shares from pre-issue lock-up [2] - **Zhongchumai (688267)**: 83.3928 million shares [2] - **Luwei Optoelectronics (688401)**: 77.6214 million shares [2] - **Haohan Depth (688292)**: 10.8085 million shares [2] - **Huicheng Co. (688403)**: 259 million shares [2] - **Kaiweite (688693)**: 921,100 shares [2] - **Xinyu Ren (688573)**: 122,190 shares [2] - **Sinan Navigation (688592)**: 77,700 shares [2]

Summary of Key Points Core Viewpoint - On August 18, a total of 17 companies had their restricted shares unlocked, with a total unlock volume of 2.626 billion shares, amounting to a market value of 46.718 billion yuan based on the latest closing price [1]. Unlock Volume - 10 companies had an unlock volume exceeding 10 million shares, with GeKomei, Hualan Biological Engineering, and Suntech leading the unlock volume at 1.05 billion shares, 459 million shares, and 314 million shares respectively [1]. Unlock Market Value - 10 companies had an unlock market value exceeding 100 million yuan, with GeKomei, Hualan Biological Engineering, and Kema Technology leading at 16.391 billion yuan, 8.528 billion yuan, and 4.88 billion yuan respectively [1]. Unlock Ratio - 6 companies had an unlock ratio exceeding 10% of their total share capital, with Hualan Biological Engineering, Zhongchumai, and GeKomei having the highest ratios at 76.37%, 47.33%, and 40.38% respectively [1].

Group 1 - The latest LPR values for 1-year and 5-year loans will be announced on August 20, with the current rates at 3.0% and 3.5% respectively, unchanged from June [2] - A total of 711.8 billion yuan in reverse repos will mature next week, with specific maturities scheduled from Monday to Friday [3] - The Hang Seng Index Company will announce the results of the second quarter index review on August 22, with changes effective from September 8, 2025 [4] Group 2 - The Jackson Hole Global Central Bank Conference will take place from August 21 to 23, featuring a speech by Federal Reserve Chairman Jerome Powell on August 22 [5] - The Federal Reserve will release the minutes of its monetary policy meeting on August 21, amid a pause in interest rate cuts since early this year, with current rates between 4.25% and 4.5% [6] - Nearly 100 billion yuan in market value of restricted stocks will be unlocked next week, with 35 stocks facing unlocks, including 29.54 billion yuan from United Imaging Healthcare [7][8] Group 3 - One new stock, Balanshi, is set to be issued next week on August 19, with approximately 19 million shares expected to raise nearly 300 million yuan [11]

Group 1 - The core viewpoint of the articles highlights the recent movements of social security funds in the stock market, with 16 new stocks being added to their portfolio in the second quarter [1] - A total of 384 companies have disclosed their semi-annual reports, revealing the actions of institutional investors through the top ten circulating shareholders [1] - Social security funds appeared in 57 stocks, with 16 new positions, 15 increased holdings, 15 reduced holdings, and 11 stocks where the holding amount remained unchanged [1] Group 2 - Among the newly established stocks, the highest number of social security fund appearances in the top ten circulating shareholders is in Su Shi Testing, with three funds holding a total of 14.86 million shares, accounting for 2.94% of circulating shares [1] - The stock with the highest holding ratio among the new positions is Zhong Chumei, with a holding ratio of 3.45%, followed by Beiding Co., Ltd. at 3.16% [1] - The stock with the largest holding amount among the new positions is Satellite Chemical, with 20.17 million shares held, followed by Su Shi Testing and Zhongyuan Expressway with 14.86 million shares and 13 million shares, respectively [1] Group 3 - In terms of performance, 15 of the newly established stocks reported year-on-year net profit growth, with the highest increase being 496.60% for Xin Qiang Lian, which achieved a net profit of 399.61 million yuan [2] - Other companies with significant net profit growth include Ta Pai Group and Guo Mai Culture, with increases of 92.47% and 80.38%, respectively [2] - A detailed list of newly established stocks by social security funds includes various companies across different industries, such as Zhong Chumei in basic chemicals and Beiding Co., Ltd. in home appliances [2]