半年报密集披露，机构最新持仓动向曝光!二季度社保基金新进股共有10只。 目前共有156家公司已经公布半年报，前十大流通股东数据透露出机构行踪。证券时报·数据宝统计显 示，社保基金共现身30只股，调仓动向方面，二季度社保基金新进10股、增持6股、减持8股，社保基金 持股量保持不变的有6股。 社保基金新建仓股票中，从前十大流通股东名单中社保基金家数来看，社保基金家数最多的是苏试试 验，共有3家社保基金出现在前十大流通股东名单中，即全国社保基金六零二组合、全国社保基金六零 一组合、全国社保基金五零二组合，分别位列公司第5大、第7大、第10大流通股东，持股量合计为 1486.20万股，占流通股比例为2.94%。 从持股比例看，新进股中社保基金持有比例最多的是中触媒，持股量占流通股比例为3.45%，其次是北 鼎股份，社保基金持股比例为3.16%，持股比例居前的还有苏试试验、果麦文化、塔牌集团等。 从持股量统计，社保基金新进的个股中，持股量最多的是苏试试验，共持有1486.20万股，塔牌集团、 北鼎股份等紧随其后，持股量分别为1216.58万股、1000.00万股。 业绩方面，社保基金新进股中，半年报净利润同比增长的有9 ...

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].

Group 1 - The stock price of Zhong Chuang Mei closed at 29.70 yuan on August 7, 2025, down 0.34% from the previous trading day, with a trading volume of 85,767 hands and a transaction amount of 262 million yuan, showing a volatility of 12.11% [1] - Zhong Chuang Mei primarily engages in the manufacturing of chemical reagents and additives, with this business accounting for 98.82% of its operations in 2024. The company is located in Liaoning and operates within the chemical raw materials industry [1] - For the first half of 2025, the company reported a revenue of 461 million yuan and a net profit attributable to shareholders of 127 million yuan, reflecting a year-on-year growth of 31.52% [1] Group 2 - An announcement indicated that approximately 83.39 million shares of the company's initial restricted shares will be unlocked on August 18, 2025, representing 47.33% of the total share capital. The original lock-up period was extended from 6 months to 12 months due to the fulfillment of conditions triggering the extension [1] - As of the end of the second quarter, the National Social Security Fund's 503 portfolio has become the fourth largest circulating shareholder of the company, holding 3.2 million shares, which accounts for 3.45% of the circulating shares [1][2] - On August 7, the net inflow of main funds was 13.96 million yuan, with a cumulative net inflow of 15.32 million yuan over the past five days [2]

Group 1 - The company Zhongchumai announced the listing of its shares, which will be a first-time public offering of restricted shares [1] - The total number of shares to be listed is 83,392,841 shares [1] - The shares will be available for trading starting from August 18, 2025, due to the preceding non-trading day on August 16, 2025 [1]

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 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、本次上市流通的限售股类型 （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 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 （二）本次上市流通的限售股为公司首次公开发行部分限售股 ...

（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 ...

Investment Rating - The report maintains an "Outperform" rating for the company [1] Core Insights - The company has seen a steady increase in orders for denitrification molecular sieves and a significant rise in HPPO catalyst orders, contributing to profit growth [1][6] - The company reported a revenue of 461 million yuan for the first half of 2025, representing a year-on-year growth of 16.5%, and a net profit of 127 million yuan, up 31.5% year-on-year [6] - The second quarter of 2025 showed a revenue of 262 million yuan, with a year-on-year increase of 33% and a quarter-on-quarter increase of 31.7% [6] Financial Data and Profit Forecast - Total revenue projections for 2025 are estimated at 853 million yuan, with a year-on-year growth rate of 27.9% [5] - The net profit for 2025 is forecasted to be 225 million yuan, reflecting a year-on-year increase of 54.4% [5] - The gross profit margin is expected to be 44.7% in 2025, with a return on equity (ROE) of 7.7% [5] - The company anticipates a cash and trading financial assets balance of approximately 1.145 billion yuan by mid-2025 [6]

今日公布半年报公司一览 证券时报·数据宝统计，8月7日共有10家公司公布2025年半年报，其中8家净利润同比增长，2家同比下 降，9家营业收入同比增长，1家同比下降，净利润和营业收入同时增长的公司有顺博合金等8家，净利 润和营业收入均下降的有峨眉山A等1家，业绩增幅翻倍的公司有1家，其中顺博合金增幅最大，达 110.56%。（数据宝） | 代码 | 简称 | 每股收益 | 净利润（万 | 净利润同比 | 营业收入（万 | 营业收入同比 | | --- | --- | --- | --- | --- | --- | --- | | | | （元） | 元） | （%） | 元） | （%） | | 002996 | 顺博合 金 | 0.2700 | 17663.48 | 110.56 | 712627.98 | 11.75 | | 002233 | 塔牌集 团 | 0.3700 | 43539.69 | 92.47 | 205624.80 | 4.05 | | 300184 | 力源信 息 | 0.0833 | 9613.04 | 65.79 | 403377.28 | 17.46 | | 688082 | 盛 ...

目前共有116家公司已经公布半年报，前十大流通股东数据透露出机构行踪。证券时报·数据宝统计显 示，社保基金共现身22只股，调仓动向方面，二季度社保基金新进8股、增持5股、减持7股，社保基金 持股量保持不变的有2股。 半年报密集披露，机构最新持仓动向曝光!二季度社保基金新进股共有8只。 社保基金新建仓股票中，从前十大流通股东名单中社保基金家数来看，社保基金家数最多的是苏试试 验，共有3家社保基金出现在前十大流通股东名单中，即全国社保基金六零二组合、全国社保基金六零 一组合、全国社保基金五零二组合，分别位列公司第5大、第7大、第10大流通股东，持股量合计为 1486.20万股，占流通股比例为2.94%。 （文章来源：证券时报网） 业绩方面，社保基金新进股中，半年报净利润同比增长的有7家，净利润增幅最高的是塔牌集团，公司 半年报共实现净利润43539.69万元，同比增幅为92.47%，净利润同比增幅居前的还有思维列控、中触媒 等，净利润分别增长59.76%、31.52%。（数据宝） 社保基金新进股一览 | 证券代码 | 证券简称 | 社保基金家数 | 社保基金持股量（万股） | 占流通股比例（%） | 行业 | | ...