2025年8月7日，中触媒(688267.SH)发布2025年中报。 公司营业总收入为4.61亿元，较去年同报告期营业总收入增加6518.17万元，实现2年连续上涨，同比较去年同期上涨16.46%。归母净利润为1.27亿元，较去 年同报告期归母净利润增加3039.92万元，实现2年连续上涨，同比较去年同期上涨31.52%。经营活动现金净流入为1.55亿元，较去年同报告期经营活动现金 净流入增加1.18亿元，同比较去年同期上涨318.73%。 公司股东户数为5707户，前十大股东持股数量为1.05亿股，占总股本比例为59.47%，前十大股东持股情况如下： | 序号 | 股东名称 | 持股 | | --- | --- | --- | | l | 中触媒集团有限公司 | 27.2 | | 2 | 李进 | 6.52 | | ന | 刘岩 | 5.86 | | 4 | 王婧 | 5.86 | | 5 | 桂菊明 | 3.11 | | റ | 刘颐静 | 2.96 | | 7 | 石双月 | 2.48 | | 8 | 大连中赢投资管理中心(有限合伙) | 2.29 | | ਰੇ | 全国社保基金五零三组合 | 1.82 ...

Group 1 - The company reported a total fundraising amount of RMB 184,569.50 million from the public offering of 44.05 million shares at a price of RMB 41.90 per share, with a net amount of RMB 169,114.64 million after deducting related expenses [2][3][4] - As of June 30, 2025, the company has utilized RMB 42,236.63 million of the raised funds for relevant projects [6][8] - The company has established a fundraising management system to ensure the proper storage and use of the raised funds, including signing tripartite supervision agreements with several banks [4][5][6] Group 2 - The company’s controlling shareholder, Zhongchumai Group, has completed a share buyback plan, acquiring 2,001,019 shares, which is approximately 1.1357% of the total share capital, with a total transaction amount of RMB 49,949,622.32 [51][52][53] - The buyback plan was initiated based on the controlling shareholder's confidence in the company's future development and was executed between March 28 and August 6, 2025 [52][53][54] - The company confirmed that the buyback does not affect its listing status or governance structure [57][58]

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]

证券日报网讯 8月6日晚间，中触媒发布公告称，公司收到控股股东中触媒集团有限公司（简称"中触媒 集团"）于2025年3月28日至2025年8月6日期间，通过上海证券交易所系统以集中竞价交易方式累计增持 了公司A股股份2，001，019股，约占公司总股本的1.1357%，成交总额为49，949，622.32元人民币 （不含交易费用）。本次增持计划已实施完毕。截至2025年8月6日，公司控股股东中触媒集团及其一致 行动人李进先生、刘颐静女士合计持有公司股份66，314，400股。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 8月6日晚间，中触媒发布公告称，公司第四届董事会第五次会议审议通过了《关于公司 2025年半年度报告及其摘要的议案》等多项议案。 ...

证券日报网讯8月6日晚间，中触媒发布公告称，公司计划于2025年08月21日(星期四)10：00-11：00举行 2025年半年度业绩说明会。 ...

Core Insights - The company reported a revenue of 461 million yuan for the first half of 2025, representing a year-on-year growth of 16.46% [1] - The net profit attributable to the parent company reached 127 million yuan, showing a year-on-year increase of 31.52% [1] Financial Performance - Revenue for the first half of 2025: 461 million yuan, up 16.46% year-on-year [1] - Net profit attributable to the parent company: 127 million yuan, up 31.52% year-on-year [1]

证券代码：688267 证券简称：中触媒 公告编号：2025-027 中触媒新材料股份有限公司 第四届董事会第五次会议决议公告 (一)审议通过《关于公司 2025 年半年度报告及其摘要的议案》 表决结果：同意票数为 9 票；反对票数为 0 票；弃权票数为 0 票。 具体内容详见公司披露于上海证券交易所网站（www.sse.com.cn）的相关公 告及文件。 (二)审议通过《关于公司 2025 年半年度募集资金存放与实际使用情况的专 项报告的议案》 表决结果：同意票数为 9 票；反对票数为 0 票；弃权票数为 0 票。 具体内容详见公司披露于上海证券交易所网站（www.sse.com.cn）的相关公 告及文件。 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、董事会会议召开情况 中触媒新材料股份有限公司（以下简称"公司"）第四届董事会第五次会议 于 2025 年 8 月 6 日在公司会议室通过现场和通讯相结合的形式召开。本次会议 的通知于 2025 年 7 月 28 日通过电话及邮件方式通知全体董事。会议应到董事 9 名 ...

证券代码：688267 证券简称：中触媒 公告编号：2025-028 中触媒新材料股份有限公司 会议经全体参会监事表决，形成决议如下： 第四届监事会第四次会议决议公告 本公司监事会及全体监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、监事会会议召开情况 中触媒新材料股份有限公司（以下简称"公司"）第四届监事会第四次会议 于 2025 年 8 月 6 日在公司会议室召开。本次会议的通知于 2025 年 7 月 28 日通 过电话及邮件等方式通知全体监事。会议应到监事 3 名，实到监事 3 名，会议由 监事会主席王庆吉主持。会议的召集和召开程序符合有关法律、行政法规、部门 规章、规范性文件和公司章程的规定。会议决议合法、有效。 二、监事会会议审议情况 (一)审议通过《关于公司 2025 年半年度报告及其摘要的议案》 全体监事经审核确认，董事会的编制和审议程序符合法律、行政法规和中国 证监会的规定,报告的内容能够真实、准确、完整地反映公司的实际情况。监事 会确认报告不存在任何虚假记载、误导性陈述或重大遗漏。 表决结果：同意票数为 3 票；反对 ...