Core Viewpoint - The company, Weisaibo, announced its participation in the 2025 semi-annual performance briefing for the new materials industry on the Sci-Tech Innovation Board, scheduled for September 18, 2025, from 15:00 to 17:00 [2] Company Information - Weisaibo will present at the collective performance briefing, indicating its engagement with investors and stakeholders in the new materials sector [2] - The event is part of a broader initiative to enhance transparency and communication within the industry [2] Industry Context - The briefing is focused on the new materials industry, which is a key area of development within the Sci-Tech Innovation Board [2] - Participation in such events reflects the industry's commitment to innovation and performance accountability [2]

证券代码：688718 证券简称：唯赛勃 上海唯赛勃新材料股份有限公司 2025 年第一次临时股东会会议资料 2025 年 9 月 | | | 上海唯赛勃新材料股份有限公司 2025 年第一次临时股东会 上海唯赛勃新材料股份有限公司 2025 年第一次临时股东会 会议须知 为了维护上海唯赛勃新材料股份有限公司（下称"公司"）全体股东的合 法权益，确保股东会的正常秩序和议事效率，保证本次股东会的顺利进行，根 据《中华人民共和国公司法》（以下简称《公司法》）、《中华人民共和国证券法》 （以下简称《证券法》）以及《上海唯赛勃新材料股份有限公司章程》（以下简 称《公司章程》）和《上海唯赛勃新材料股份有限公司股东会议事规则》等相关 规定，特制定公司 2025 年第一次临时股东会会议须知： 一、为确认出席大会的股东或其代理人或其他出席者的出席资格，会议工 作人 员将对出席会议者的身份进行必要的核对工作，请被核对者给予配合。出 席会议的股东及股东代理人须在会议召开前 30 分钟到会议现场办理签到手续， 并请按规定出示证券账户卡、身份证明文件或法人单位证明、授权委托书等， 经验证后方可出席会议。 二、为保证本次大会的严肃性和 ...

证券代码：688718 证券简称：唯赛勃 公告编号：2025-025 上海唯赛勃新材料股份有限公司 关于参加 2025 年半年度科创板新材料行业集体业绩 说明会的公告 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、准确性和完整性承担法律责任。 重要内容提示： 上海唯赛勃新材料股份有限公司（以下简称"公司"）已于 2025 年 8 月 28 日发布公司 2025 年半年度报告，为便于广大投资者 更全面深入地了解公司 2025 年半年度经营成果、财务状况，公司计 划于 2025 年 09 月 18 日 （星期四） 15:00-17:00 参加 2025 年半 年度科创板新材料行业集体业绩说明会，就投资者关心的问题进行 交流。 会议召开时间：2025 年 09 月 18 日 （星期四） 15:00-17:00 会议召开地点：上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 09 月 11 日 （星期四） 至 09 月 17 日 （星期三）16:00 前 ...

Core Insights - The company Weisaibo (688718) reported a total revenue of 185 million yuan for the first half of 2025, reflecting a year-on-year increase of 0.27%, while the net profit attributable to shareholders decreased by 19.3% to 15.01 million yuan [1] - The second quarter showed a decline in revenue of 10.33% year-on-year, with total revenue of 97.29 million yuan and a net profit of 9.89 million yuan, down 33.65% [1] - The company's accounts receivable are significant, with accounts receivable amounting to 228.66% of the latest annual net profit [6] Financial Performance - Gross margin decreased to 31.53%, down 12.21% year-on-year, while net margin fell to 7.82%, a decrease of 16.82% [1] - Total selling, administrative, and financial expenses amounted to 28.33 million yuan, accounting for 15.31% of revenue, which is a decrease of 11.36% year-on-year [1] - Earnings per share (EPS) was 0.09 yuan, down 18.18% year-on-year, while the net asset value per share increased by 1.96% to 4.53 yuan [1] Cash Flow and Investment - The net cash flow from operating activities increased by 276.9%, attributed to higher customer payments and reduced severance payments due to relocation [5] - The net cash flow from investing activities rose by 93.68%, driven by the recovery of previous investments and increased holdings in financial products [5] - The net cash flow from financing activities increased by 97.12%, influenced by share buybacks in the previous year [5] Changes in Financial Items - Cash and cash equivalents increased by 65.51% due to the recovery of investment funds [2] - Trading financial assets surged by 122.79% as the company increased its holdings in financial products [2] - Other current assets decreased by 57.07% due to a reduction in endorsed but not terminated bills [2] - Accounts payable decreased by 29.19% as a result of reduced payments for engineering procurement [2] - Contract liabilities increased by 67.15% due to an increase in advance payments for projects [2] Cost Structure - Operating costs increased by 7.13% due to depreciation from new facilities and equipment [3] - Selling expenses decreased by 11.66% due to a reduction in sales personnel [3] - Administrative expenses fell by 16.05% due to decreased severance payments related to relocation [3] - Financial expenses rose by 92.65% due to the appreciation of the RMB against the USD [3] Research and Development - R&D expenses slightly decreased by 0.67% as the company improved efficiency with advanced R&D equipment and reduced material consumption [4] Business Model and Return on Investment - The company's return on invested capital (ROIC) was 4.68%, indicating weak capital returns, with a net margin of 9.84% suggesting average value addition [5] - Historical data shows a median ROIC of 9.48% since the company went public, with the worst year being 2022 at 4.2% [5] - The company's performance is primarily driven by R&D, necessitating a thorough examination of the underlying factors [5]

Core Viewpoint - The company Weisaibo announced a cash dividend plan for the first half of 2025, proposing a distribution of 1.16 yuan per 10 shares, totaling approximately 20.05 million yuan, which represents 133.57% of its net profit, marking the second cash distribution since its listing [2][5]. Financial Performance - For the first half of 2025, Weisaibo reported revenue of 185 million yuan, a year-on-year increase of 0.27%, while net profit was 15.01 million yuan, a decline of 19.30%. The basic earnings per share were 0.09 yuan, and the weighted average return on equity was 1.93% [2][3]. Market Activity - On August 27, the stock experienced a net outflow of 1.29 million yuan in principal funds, but over the past five days, there was a net inflow of 3.90 million yuan. The latest margin financing balance for the stock was 57.45 million yuan, with a recent increase of 16.46 million yuan, representing a growth of 40.14% [3][4]. Industry Comparison - In the basic chemical industry, 43 companies announced their half-year distribution plans for 2025. The highest cash distribution was from Baofeng Energy at 2.036 billion yuan, followed by Zhejiang Longsheng and Hualu Hengsheng with distributions of 651 million yuan and 530 million yuan, respectively [3][4].

Core Insights - The company, Weisaibo, reported a revenue of 185,049,271.24 yuan for the first half of 2025, reflecting a year-on-year growth of 0.27% [1] - The net profit attributable to shareholders of the listed company was 15,011,063.20 yuan, showing a year-on-year decline of 19.30% [1] Financial Performance - Revenue for the first half of 2025: 185,049,271.24 yuan, up 0.27% year-on-year [1] - Net profit for the same period: 15,011,063.20 yuan, down 19.30% year-on-year [1]

Core Viewpoint - The company, Weisaibo, announced the approval of multiple proposals during the 23rd meeting of its fifth board of directors, including the proposal for the 2025 semi-annual report and its summary [2] Group 1 - The board meeting took place on the evening of August 27 [2] - The company is preparing for its 2025 semi-annual report [2] - The announcement was made public through a formal notice [2]

Core Insights - The company, Weisaibo (688718.SH), reported a revenue of 185 million yuan for the first half of 2025, reflecting a year-on-year growth of 0.27% [1] - The net profit attributable to shareholders decreased by 19.3% year-on-year, amounting to 15.01 million yuan [1] - The non-recurring net profit also saw a decline of 24.62% year-on-year, totaling 12.21 million yuan [1] - The basic earnings per share were reported at 0.09 yuan [1] - The company proposed a cash dividend of 1.16 yuan per 10 shares (including tax) [1]

Core Viewpoint - The report highlights the financial performance and operational strategies of Shanghai Weisaibo New Materials Co., Ltd. for the first half of 2025, indicating a slight increase in revenue but a significant decline in net profit compared to the previous year [1][3]. Financial Performance - The company reported a revenue of CNY 185,049,271.24, representing a 0.27% increase from CNY 184,557,459.69 in the same period last year [3]. - Total profit decreased by 17% to CNY 15,071,986.43 from CNY 18,159,246.80 [3]. - Net profit attributable to shareholders fell by 19.3% to CNY 15,011,063.20 from CNY 18,600,816.69 [3]. - The net cash flow from operating activities increased significantly by 276.9% to CNY 29,967,597.38 from CNY 7,951,124.33 [3]. Business Overview - The company specializes in high-performance membrane separation technology, focusing on the research, production, and sales of reverse osmosis membranes and nanofiltration membranes [4][5]. - The company aims to become a leading supplier of core components in membrane separation technology, with applications in water treatment, municipal water supply, wastewater treatment, seawater desalination, and ultra-pure water preparation [4][5]. Industry Context - The membrane materials industry is a strategic emerging industry supported by national policies, with rapid development and increasing domestic market share [4][5]. - The company faces competition from established international players in the high-performance membrane sector, particularly from the USA and Japan [4][5]. Research and Development - The company invested CNY 1,475,040 in R&D during the first half of 2025, accounting for 7.97% of its revenue, a slight decrease from 8.05% in the previous year [5]. - The company has a total of 244 intellectual property applications, with 187 granted, indicating a strong focus on innovation [5][6]. Market Expansion - The company is actively expanding its market presence across various sectors, including chemicals, power, food and beverage, and pharmaceuticals, to capture growth opportunities [6][7]. - It aims to enhance its sales network and customer relationships to increase brand recognition and market influence [6][7]. Competitive Advantages - The company possesses advanced technology and a comprehensive product range, including various types of membranes and pressure vessels, which positions it favorably in the market [7][8]. - It has established long-term partnerships with well-known international companies, enhancing its market credibility [8].

Core Viewpoint - Shanghai Weisaibo New Materials Co., Ltd. reported a slight increase in operating revenue but a significant decrease in net profit for the first half of 2025, indicating potential challenges in profitability despite stable revenue growth [1][2]. Financial Performance - Total assets at the end of the reporting period were approximately 904.18 million yuan, a decrease of 0.80% compared to the previous year [2]. - Operating revenue for the period was approximately 185.05 million yuan, reflecting a slight increase of 0.27% from 184.56 million yuan in the same period last year [2]. - Total profit decreased by 17.00%, amounting to approximately 15.07 million yuan compared to 18.16 million yuan in the previous year [2]. - Net profit attributable to shareholders decreased by 24.62%, with a reported figure of approximately 12.21 million yuan compared to 16.20 million yuan in the same period last year [3]. Dividend Distribution - The company proposed a cash dividend distribution plan, intending to distribute 1.16 yuan (including tax) for every 10 shares held, totaling approximately 20.05 million yuan (including tax) [1].