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34只。 目前共有1263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164只股，调仓动向方面，二季度社保基金新进34股、增持44股、减持52股，社保 基金持股量保持不变的有34股。 社保基金新开仓股票中，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、史丹利、新强联等。 从持股量统计，社保基金新进的个股中，持股量最多的是华菱钢铁，共持有4807.94万股，史丹利、卫 星化学等紧随其后，持股量分别为2199.99万股、2016.93万股。 业绩方面，社保基金新进股中，半年报净利润同比增长的 ...

Summary of Key Points Core Viewpoint - The major shareholder of Zhongchumai New Materials Co., Ltd., Wang Jing, plans to reduce her shareholding due to personal financial needs, intending to sell up to 1,760,000 shares, which is no more than 1% of the company's total share capital, within three months starting from 15 trading days after the announcement [1][2]. Group 1: Shareholder Information - Wang Jing directly holds 10,380,841 shares, representing 5.8915% of the total share capital of the company [1][2]. - The shares held by Wang Jing were acquired prior to the company's initial public offering (IPO) and became tradable on August 16, 2023 [1][2]. Group 2: Reduction Plan Details - The planned reduction will occur through centralized bidding transactions, with the maximum number of shares to be sold being 1,760,000 [2]. - The reduction period is set to begin on September 12, 2025, and will last until December 11, 2025 [2]. - The selling price will be determined based on market conditions [1][2]. Group 3: Compliance and Commitments - Wang Jing has made commitments regarding her shareholding, including a lock-up period of 12 months post-IPO during which she will not transfer or manage her shares [3]. - If the company's stock price falls below the IPO price for 20 consecutive trading days within six months post-IPO, the lock-up period will automatically extend by an additional six months [3]. - The shareholder has confirmed that there are no other arrangements regarding the reduction plan and that it aligns with previously disclosed commitments [4][5].

Group 1 - The chemical products sector increased by 0.71% on August 21, with Feilu Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3771.1, up 0.13%, while the Shenzhen Component Index closed at 11919.76, down 0.06% [1] - Notable gainers in the chemical products sector included Feilu Co., Ltd. with a closing price of 12.85, up 10.40%, and Boyuan Co., Ltd. with a closing price of 44.84, up 10.25% [1] Group 2 - The chemical products sector experienced a net outflow of 449 million yuan from institutional funds, while retail investors saw a net inflow of 500 million yuan [2] - The top individual stock performers in terms of net inflow included Wanhua Chemical with a net inflow of 4.24 billion yuan, while retail investors showed significant outflows in several stocks [3] - The overall trading volume and turnover in the chemical products sector reflected mixed investor sentiment, with some stocks experiencing substantial declines [2][3]

中国经济网北京8月21日讯中触媒(688267.SH)昨日晚间披露《持股5%以上股东减持股份计划公告》。 王婧为中触媒直接持股5%以上股东，无一致行动人。王婧上市以来未减持股份。2025年半年报显示， 王婧为公司第三大股东。 本次减持计划系股东根据自身资金需求进行的减持，不会对公司治理结构及持续经营情况产生重大影 响。减持计划实施不会导致上市公司控制权发生变更。 中触媒于2022年2月16日在上交所科创板上市，发行价格为41.90元/股。中触媒上市发行数量为4405.00 万股，保荐机构(主承销商)为申万宏源证券（000562）承销保荐有限责任公司，保荐代表人为黄霖、刘 国库。目的该股处于破发状态。 中触媒发行募集资金总额为18.46亿元，扣除发行费用后，募集资金净额为16.91亿元。中触媒最终募集 资金净额比原计划多9.07亿元。中触媒于2022年2月11日披露的招股说明书显示，公司拟募集资金7.84亿 元，分别用于"环保新材料及中间体项目""特种分子筛、环保催化剂、汽车尾气净化催化剂产业化项 目"。 中触媒公开发行新股的发行费用合计1.55亿元(不含增值税金额)，其中保荐机构申万宏源证券承销保荐 有限责任 ...

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。 ...

中触媒（SH 688267，收盘价：31.4元）8月20日晚间发布公告称，截至本公告披露日，中触媒新材料股 份有限公司大股东王婧直接持有公司股份约1038万股，占公司总股本的约5.89%。相关股份来源为公司 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。 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。若 公司在相关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，则相关减持计划将做相应调整。 2024年1至12月份，中触媒的营业收入构成为：化学试剂和助剂制造业占比98.82%，其他业务占比 1.18%。 （文章来源：每日经济新闻） ...

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 | | | | --- | --- | --- | --- | | ...