Group 1 - The core point of the article highlights the financing activities of Zhong Chumei, indicating a net sell-off in the recent trading days [1] - On August 8, Zhong Chumei had a financing buy amount of 0.14 billion yuan, ranking 1057th in the two markets, with a financing repayment amount of 0.16 billion yuan, resulting in a net sell of 2.1014 million yuan [1] - Over the last three trading days (August 6-8), Zhong Chumei experienced financing buys of 0.06 billion yuan, 0.36 billion yuan, and 0.14 billion yuan respectively [1] Group 2 - On the same day, there were no shares sold or net sold in the securities lending market for Zhong Chumei, indicating no activity in this area [1]

Core Viewpoint - Zhongchumai (688267) reported significant growth in revenue and profit for the first half of 2025, indicating strong operational performance and effective cost control [2][3]. Operational Overview - Total revenue reached 461 million yuan, a year-on-year increase of 16.46% - Net profit attributable to shareholders was 127 million yuan, up 31.52% - Non-recurring net profit was 123 million yuan, growing by 33.41% - In Q2 alone, revenue was 262 million yuan, a 33.03% increase year-on-year, with net profit at 86.12 million yuan, up 40.34% [2]. Profitability Analysis - The gross margin improved to 46.92%, an increase of 18.26% year-on-year - The net margin rose to 27.5%, up 12.93% - These improvements are attributed to effective cost control and a 2.48% increase in operating costs due to lower prices of key raw materials and energy [3]. Expense Control - Total operating expenses amounted to 29.99 million yuan, accounting for 6.51% of revenue, which is a 31.2% increase year-on-year - The rise in sales expenses is primarily due to increased salaries for sales personnel and stock-based compensation [4]. Cash Flow Situation - Operating cash flow per share was 0.88 yuan, a significant increase of 318.73% - This improvement is due to adjustments in payment credit policies, reducing cash payments for purchases, and the timing of bank acceptance bills [5]. Main Business Composition - Main revenue sources include special molecular sieves and catalyst products, generating 413 million yuan, which constitutes 89.46% of total revenue with a gross margin of 48.21% - The overseas market contributed 59.61% of revenue, with a gross margin of 51.91%, indicating strong competitiveness in international markets [6]. Development Prospects - As a developer, manufacturer, and seller of special molecular sieves and catalytic new materials, the company benefits from national strategies like "Manufacturing Power" and "Dual Carbon" goals, positioning the catalyst industry for significant growth - The company plans to increase R&D investment to maintain technological innovation and strengthen its leading position in the industry [7]. Items to Watch - Despite strong performance, attention is needed on accounts receivable, which stands at 272 million yuan, representing 186.63% of profit, indicating potential bad debt risks [8].

公司公告显示，约8339.28万股首发限售股份将于8月18日解禁上市，占公司总股本的47.33%。这批股份 原定锁定期为6个月，因触发延长锁定期的承诺履行条件，最终锁定期延长至12个月。二季度末数据显 示，全国社保基金五零三组合新进成为公司第四大流通股东，持股320万股，占流通股比例3.45%。 截至2025年8月7日收盘，中触媒股价报29.70元，较前一交易日下跌0.34%。当日成交量为85767手，成 交金额达2.62亿元，振幅为12.11%。 中触媒主要从事化学试剂和助剂制造业务，2024年该业务占比达98.82%。公司属于化学原料行业，注 册地位于辽宁。2025年半年报显示，公司实现营业收入4.61亿元，归母净利润1.27亿元，同比增长 31.52%。 风险提示：以上内容仅供参考，不构成投资建议。股市有风险，投资需谨慎。 8月7日主力资金净流入1395.96万元，近五日主力资金累计净流入1531.75万元。 ...

（编辑 楚丽君） 证券日报网讯 8月7日晚间，中触媒发布公告称，本次股票上市类型为首发限售股份；股票认购方式为 网下，上市股数为83，392，841股。本次股票上市流通总数为83，392，841股。本次股票上市流通日期 为2025年8月18日。（因2025年8月16日为非交易日，故顺延至下一交易日）。 ...

（一）根据中国证券监督管理委员会于2022年1月5日出具的《关于同意中触 媒新材料股份有限公司首次公开发行股票注册的批复》（证监许可[2022]10号）， 公司获准向社会公众公开发行人民币普通股（A股）44,050,000股，并于2022年2 月16日在上海证券交易所科创板挂牌上市。本公司首次公开发行A股前总股本为 132,150,000股，首次公开发行A股后公司总股本为176,200,000股。其中有限售条 件流通股139,426,818股，占本公司发行后总股本的79.13%，无限售条件流通股 36,773,182股，占本公司发行后总股本的20.87%。 证券代码：688267 证券简称：中触媒 公告编号：2025-031 中触媒新材料股份有限公司 首次公开发行部分限售股上市流通公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 本次股票上市类型为首发限售股份；股票认购方式为网下，上市股数为 83,392,841股。 本次股票上市流通总数为83,392,841股。 本次股票上市流通日期为2025 年 8 ...

关于中触媒新材料股份有限公司 首次公开发行部分限售股上市流通的核查意见 申万宏源证券承销保荐有限责任公司 申万宏源证券承销保荐有限责任公司（以下简称"申万宏源承销保荐"或 "保荐机构"）作为中触媒新材料股份有限公司（以下简称"中触媒"、"上市 公司"或"公司"） 首次公开发行股票并在科创板上市的保荐机构，根据《证 券发行上市保荐业务管理办法》、《上海证券交易所科创板股票上市规则》、《上 海证券交易所科创板上市公司自律监管指引第1号——规范运作》、《科创板上 市公司持续监管办法（试行）》等有关法律、法规的规定，对中触媒首次公开发 行部分限售股上市流通事项进行了审慎核查，并出具核查意见如下： 一、本次上市流通的限售股类型 经中国证券监督管理委员会于2022年1月5日出具《关于同意中触媒新材料股 份有限公司首次公开发行股票注册的批复》（证监许可[2022]10号），公司首次 向社会公开发行人民币普通股（A股）44,050,000股，并于2022年2月16日在上海 证券交易所科创板挂牌上市。公司首次公开发行A股前总股本为132,150,000股， 首 次 公 开 发 行 A 股 后 总 股 本 为 176,200,0 ...

上 市 公 司 基础化工 2025 年 08 月 07 日 中触媒 (688267) ——脱硝分子筛订单稳步提升，HPPO 催化剂增量明显， 带来盈利增长 报告原因：有业绩公布需要点评 增持（维持） | 市场数据： | 2025 年 08 月 06 日 | | --- | --- | | 收盘价（元） | 29.80 | | 一年内最高/最低（元） | 32.84/16.14 | | 市净率 | 1.9 | | 股息率%（分红/股价） | 1.17 | | 流通 A 股市值（百万元） | 2,766 | | 上证指数/深证成指 | 3,633.99/11,177.78 | | 注："股息率"以最近一年已公布分红计算 | | | 基础数据: | 2025 年 06 月 30 日 | | --- | --- | | 每股净资产（元） | 15.89 | | 资产负债率% | 6.60 | | 总股本/流通 A 股（百万） | 176/93 | | 流通 B 股/H 股（百万） | -/- | 相关研究 证券分析师 赵文琪 A0230523060003 zhaowq@swsresearch.com 马昕晔 A023 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码：688267 公司简称：中触媒 第一节 重要提示 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到www.sse.com.cn网站仔细阅读半年度报告全文。 1.2重大风险提示 报告期内，不存在对公司生产经营产生实质性影响的重大风险。公司已在本报告中详细描述可能存在的 风险，敬请查阅"第三节 管理层讨论与分析"的相关内容。 1.3本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、完整 性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 1.4公司全体董事出席董事会会议。 1.5本半年度报告未经审计。 1.6董事会决议通过的本报告期利润分配预案或公积金转增股本预案 不适用 ■ 2.2主要财务数据 单位：元 币种：人民币 1.7是否存在公司治理特殊安排等重要事项 □适用 √不适用 第二节 公司基本情况 2.1公司简介 公司股票简况 ■ 公司存托凭证简况 □适用 √不适用 联系人和联系方式 ■ 2.3前10名股东持股情况表 单位: 股 ■ 2.4前 ...

Group 1 - BeiGene reported a net profit of 450 million yuan for the first half of 2025, reversing a loss of 287.7 million yuan in the same period last year, with a total revenue of 17.518 billion yuan, up 46.0% year-on-year [1] - The company attributed the profit increase to significant growth in product revenue and improved operational efficiency through cost management [1] Group 2 - Tianyang Technology is planning to acquire a portion of the equity in Tonglian Financial Services Co., Ltd. and related companies, aiming to enhance its competitive advantage in credit card and consumer finance system services [2] - The acquisition is expected to create synergies in areas such as industry positioning, product development, and technical services [2] Group 3 - ST Yazhen's stock experienced abnormal trading fluctuations, with a cumulative price increase of 12% over three consecutive trading days, leading to a suspension of trading for investigation starting August 7, 2025 [3] - The company noted that the short-term price increase significantly deviated from the Shanghai Composite Index and the furniture manufacturing industry [3] Group 4 - Shunbo Alloy reported a revenue of approximately 7.126 billion yuan for the first half of 2025, an increase of 11.75% year-on-year, with a net profit of about 176.6 million yuan, up 110.56% [4] - Tapa Group achieved a revenue of approximately 2.056 billion yuan, a 4.05% increase year-on-year, with a net profit of about 435.4 million yuan, up 92.47% [4] - Liyuan Information reported a revenue of approximately 4.034 billion yuan, a 17.46% increase year-on-year, with a net profit of about 96.1 million yuan, up 65.79% [5] Group 5 - Zhongchumei reported a revenue of approximately 461.1 million yuan for the first half of 2025, a 16.46% increase year-on-year, with a net profit of about 126.8 million yuan, up 31.52% [5] - Pudong Development Bank reported a revenue of approximately 90.559 billion yuan, a 2.62% increase year-on-year, with a net profit of about 29.737 billion yuan, up 10.19% [5]

Core Viewpoint - Zhongchumai New Materials Co., Ltd. reported strong financial performance in the first half of 2025, with significant growth in revenue and net profit, indicating a robust business model and market demand for its products [1][2]. Financial Performance - The company achieved operating revenue of 461 million yuan, a year-on-year increase of 16.46% [1] - Net profit attributable to shareholders reached 127 million yuan, up 31.52% year-on-year [1] - Net profit excluding non-recurring items was 123 million yuan, reflecting a 33.41% increase [1] - Net cash flow from operating activities was 155 million yuan, showing a remarkable growth of 318.73% [1] Business Operations - Zhongchumai specializes in the research, production, and sales of specialty molecular sieves and catalytic new materials, as well as chemical technology services [1] - The company has maintained a strong focus on R&D, with R&D expenses increasing by 11.43% compared to the same period last year [1] - As of the reporting period, the company and its wholly-owned subsidiaries have obtained a total of 241 authorized patents [1] Competitive Advantages - The company's competitive edge lies in its strong R&D capabilities, diverse product line, and high-quality customer service [2] - Continuous technological innovation and market expansion have driven the company's performance, particularly through the development of efficient new catalysts [2] Strategic Initiatives - Zhongchumai is advancing the industrialization of environmental new materials such as fixed-source denitration molecular sieves and ethylene glycol catalysts, leveraging its core technology platform [2] - The company aims to deepen strategic collaborations with global clients and partners to enhance market share and brand value [2] - Zhongchumai is focusing on the R&D of high-purity silicon-aluminum materials for strategic emerging fields like semiconductors and photovoltaics [2] Investment Projects - The company has completed trial production of its fundraising projects, including specialty molecular sieves and automotive exhaust purification catalysts, which have created synergistic effects [3] - The fundraising projects have enhanced the company's product matrix and service capabilities across the entire industry chain [3] Shareholder Activity - The controlling shareholder, Zhongchumai Group, has initiated a share buyback plan, expressing confidence in the company's long-term development [3] - As of August 6, the group has increased its holdings by 200,100 shares, with a total investment of approximately 49.95 million yuan [3]