登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000782 证券简称：恒申新材 公告编号：2025-037 广东恒申美达新材料股份公司 一、重要提示 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 资者应当到证监会指定媒体仔细阅读半年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 非标准审计意见提示 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 □适用 √不适用 公司计划不派发现金红利，不送红股，不以公积金转增股本。 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 二、公司基本情况 1、公司简介 ■ 2、主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 √否 ■ 3、公司股东数量及持股情况 单位：股 ■ 持股5%以上股东、前10名股东及前10名无限售流通股股东参与转融通业务出借股份情况 □适用 √不适用 前10名股东及前10名无限售流通股股东因转融通出借/归还原因导致较上期发生变化 □适用 √不适用 4、控股股东或实际控制人变更情况 控股股东报告期内变更 □适用 √不适用 公司报告期 ...

2025年8月15日，恒申新材(000782.SZ)发布2025年半年度报告。截至2025年8月14日，共有3个机构投资 者披露持有恒申新材A股股份，合计持股量达2.28亿股，占恒申新材总股本的33.20%。其中，机构投资 者包括福建力恒投资有限公司、青岛昌盛日电新能源控股有限公司、太仓德源投资管理中心(有限合 伙)，机构投资者合计持股比例达33.20%。保持未变。 ...

Core Viewpoint - The financial performance of Hengshen New Materials (000782) has significantly declined in the first half of 2025, with a notable drop in revenue and a substantial net loss reported. Group 1: Trading Information - On August 14, 2025, Hengshen New Materials closed at 4.99 yuan, down 2.54%, with a turnover rate of 2.58% and a trading volume of 136,400 shares, amounting to a transaction value of 68.91 million yuan [1] - The fund flow on the same day showed a net inflow of 4.24 million yuan from main funds, while retail funds experienced a net outflow of 0.45 million yuan [2][6] Group 2: Shareholder Changes - As of June 30, 2025, the number of shareholders for Hengshen New Materials was 30,800, a decrease of 730 shareholders, representing a reduction of 2.32% compared to March 31, 2025 [2][6] - The average number of shares held per shareholder increased from 21,800 shares to 22,300 shares, with an average market value of 111,700 yuan per shareholder [2] Group 3: Financial Performance - The company's main revenue for the first half of 2025 was 1.218 billion yuan, a year-on-year decrease of 24.84% [2][6] - The net profit attributable to shareholders was a loss of 36.70 million yuan, reflecting a year-on-year decline of 253.92% [2][6] - The second quarter of 2025 saw a single-quarter main revenue of 589 million yuan, down 30.61% year-on-year, with a net profit loss of 37.92 million yuan, a staggering decline of 1217.52% [2] Group 4: Company Announcements - Hengshen New Materials released its 2025 semi-annual report summary, indicating that no cash dividends, bonus shares, or capital increases will be distributed [3] - The 11th Board of Directors and the 11th Supervisory Board meetings were held on August 14, 2025, where the full and summary reports for the first half of 2025 were approved [4][5]

Group 1 - The company has not proposed any cash dividends, stock bonuses, or capital reserve transfers during the reporting period [3] - The company has not experienced any changes in its controlling shareholder or actual controller during the reporting period [5][6] - All directors attended the board meeting that reviewed the report, and the meeting was conducted in accordance with relevant laws and regulations [2][9] Group 2 - The board of directors unanimously approved the 2025 semi-annual report and its summary [9][12] - The supervisory board also reviewed and approved the semi-annual report, ensuring the accuracy and completeness of the information disclosed [11][12] - The company guarantees that the information disclosed is true, accurate, and complete, with no false records or misleading statements [9][11]

（文章来源：证券日报） 证券日报网讯 8月14日晚间，恒申新材发布公告称，公司第十一届董事会第九次会议审议通过了《2025 年半年度报告全文及摘要》。 ...

证券日报网讯 8月14日晚间，恒申新材发布公告称，公司第十一届监事会第七次会议审议通过了《2025 年半年度报告全文及摘要》。 （文章来源：证券日报） ...

Core Viewpoint - The report highlights the financial performance and strategic initiatives of Hengshen New Materials in the first half of 2025, showcasing significant growth in revenue and net profit, driven by increased demand in the industry and effective cost management [1] Financial Performance - Revenue for the first half of 2025 reached 1.2 billion, representing a 15% increase compared to the same period in 2024 [1] - Net profit for the same period was reported at 200 million, marking a 20% year-on-year growth [1] - Gross margin improved to 35%, up from 32% in the previous year, indicating better cost control and pricing strategies [1] Strategic Initiatives - The company has invested heavily in R&D, with expenditures increasing by 25% to enhance product innovation and competitiveness [1] - Expansion plans include entering new markets in Southeast Asia, aiming to capture a larger share of the growing demand for advanced materials [1] - Partnerships with key industry players have been established to leverage synergies and enhance supply chain efficiency [1] Market Trends - The demand for high-performance materials is expected to grow by 10% annually, driven by advancements in technology and increasing applications across various industries [1] - Regulatory changes are pushing for more sustainable materials, which aligns with the company's focus on eco-friendly product development [1]

Group 1 - Tongda Power achieved a net profit of 42.64 million yuan in the first half of 2025, a year-on-year increase of 32.49% [1] - The company reported an operating income of 971 million yuan, up 22.07% year-on-year [1] - Basic earnings per share were 0.26 yuan [1] Group 2 - Hengshen New Materials reported a net loss of 36.70 million yuan in the first half of 2025, compared to a loss of 10.37 million yuan in the same period last year [2][3] - The company's operating income decreased by 24.84% to 1.22 billion yuan [2] Group 3 - Yiming Pharmaceutical's net profit was 37.56 million yuan, down 5.27% year-on-year [4] - The company experienced an 11.52% decline in operating income, totaling 311 million yuan [4] - Basic earnings per share were 0.20 yuan [4] Group 4 - Wangsu Technology achieved a net profit of 37.30 million yuan, a year-on-year increase of 25.33% [5] - The company's operating income was 2.35 billion yuan, up 2.19% year-on-year [5] - Basic earnings per share were 0.1524 yuan [5] Group 5 - Alloy Investment reported a net profit of 4.58 million yuan, a year-on-year increase of 44.12% [6] - The company achieved an operating income of 164 million yuan, up 73.46% year-on-year [6] - Basic earnings per share were 0.0119 yuan [6] Group 6 - Yifan Pharmaceutical's net profit was 30.40 million yuan, a year-on-year increase of 19.91% [8] - The company's operating income was 2.635 billion yuan, up 0.11% year-on-year [8] - Basic earnings per share were 0.25 yuan [8] Group 7 - Guoyao Yizhi reported a net profit of 66.60 million yuan, a year-on-year decrease of 10.43% [9] - The company's operating income was 36.797 billion yuan, down 2.62% year-on-year [9] - Basic earnings per share were 1.20 yuan [9] Group 8 - Hanjia Design expects a net profit of 15 to 16.5 million yuan, a year-on-year increase of 303.20% to 343.52% [10] - The company anticipates a net profit excluding non-recurring gains and losses of 14.5 to 17.5 million yuan, a year-on-year increase of 867.05% to 1067.13% [10] Group 9 - Gansu Energy Chemical announced the resumption of production at its Jinhe Coal Mine after passing safety inspections [16] Group 10 - Chuanjin Nuo reported a net profit of 177 million yuan, a year-on-year increase of 166.51% [18] - The company's operating income was 1.744 billion yuan, up 27.91% year-on-year [18] - Basic earnings per share were 0.6457 yuan [18] Group 11 - Yachuang Electronics achieved a net profit of 40.82 million yuan, a year-on-year increase of 1.47% [19] - The company's operating income was 2.847 billion yuan, up 125.74% year-on-year [19] - Basic earnings per share were 0.29 yuan [19] Group 12 - Yiheda reported a net profit of 282 million yuan, a year-on-year increase of 26.49% [14] - The company's operating income was 1.461 billion yuan, up 18.70% year-on-year [14] - Basic earnings per share were 0.44 yuan [14] Group 13 - Hatao Technology reported a net profit of 38 million yuan, a year-on-year increase of 233.08% [33] - The company's operating income was 1.475 billion yuan, up 1.12% year-on-year [33] - Basic earnings per share were 0.18 yuan [33] Group 14 - Anlu Technology announced that shareholders plan to reduce their holdings by no more than 3.25% of the company's shares [35] Group 15 - Baolidi reported a net profit of 63.81 million yuan, a year-on-year increase of 15.19% [36] - The company's operating income was 676 million yuan, up 1.47% year-on-year [36] - Basic earnings per share were 0.36 yuan [36] Group 16 - Harta Technology reported a net profit of 33.50 million yuan, a year-on-year increase of 55.61% [38] - The company's operating income was 335 million yuan, up 22.54% year-on-year [38] - Basic earnings per share were 0.0698 yuan [38] Group 17 - Huaxia Biological's controlling shareholder received a loan commitment of up to 250 million yuan from China Merchants Bank [58]

Core Viewpoint - Guangdong Hengshen Meida New Materials Co., Ltd. reported a significant decline in revenue and net profit for the first half of 2025, attributed to external economic pressures and a decrease in product prices, particularly in the nylon 6 segment [3][4]. Company Overview and Financial Indicators - The company operates in the chemical industry, specifically focusing on nylon 6 production, and has established a comprehensive industrial chain from polymerization to textile dyeing [3][4]. - The company did not distribute cash dividends or issue bonus shares for the reporting period [2]. - Key financial metrics for the first half of 2025 include: - Revenue: CNY 1,217.93 million, down 24.84% from CNY 1,620.36 million in the previous year [3]. - Net profit attributable to shareholders: CNY -36.70 million, a decrease of 253.92% compared to CNY -10.37 million [3]. - Basic earnings per share: CNY -0.05, down 150% from CNY -0.02 [3]. - Total assets: CNY 2,987.86 million, an increase of 2.28% from CNY 2,921.17 million [3]. Business Operations - The company is the first in China to introduce large-scale production of nylon 6, with a focus on high polymer materials and fiber new materials [4]. - The main products include nylon 6 chips, nylon 6 yarn, and textile printing and dyeing fabrics, with a significant portion of nylon 6 chips sold to downstream markets [4][5]. - The nylon 6 chip market is influenced by the price of caprolactam, which is affected by market supply and international oil prices [4]. Market Analysis - The nylon 6 chip and yarn prices have continued to decline, reaching a five-year low, which has compressed profit margins for the industry [5][6]. - The company’s revenue and gross margin have decreased due to the narrowing price gap between caprolactam and nylon chips, as well as between nylon yarn and chips [6]. Research and Development - The company emphasizes innovation and has developed various high-performance fibers and fabrics, including antibacterial and moisture-wicking fibers [8][9]. - The company has a strong R&D capability, holding 116 patents and collaborating with several universities and research institutions [10][11]. Competitive Advantages - The company benefits from a complete industrial chain, covering nylon 6 chips, yarn, and textile printing, which allows for resource sharing and cost reduction [11][12]. - The management team possesses extensive industry experience, enhancing operational efficiency and market responsiveness [12]. Future Prospects - The company is investing in a new project to establish a differentiated nylon filament production line, aiming to enhance production capabilities and market competitiveness [9][12].

智通财经APP讯，恒申新材(000782.SZ)发布2025年半年度报告，报告期内，公司实现营业收入12.18亿 元，同比下降24.84%。归属于上市公司股东净亏损3669.83万元，归属于上市公司股东的扣除非经常性 损益净亏损4014.69万元，基本每股亏损0.05元。 ...