Group 1 - The company Huaxi Co., Ltd. (SZ 000936) announced the convening of its 11th meeting of the 9th Board of Directors on August 28, 2025, to review the proposal for the 2025 semi-annual profit distribution plan [1] - For the year 2024, Huaxi's revenue composition is as follows: textile chemical fiber accounts for 93.51%, storage and transportation accounts for 5.09%, and other businesses account for 1.4% [1] - As of the report date, Huaxi's market capitalization is 7 billion yuan [1]

江苏华西村股份有限公司 2025 年半年度财务报告 2025 年 8 月 江苏华西村股份有限公司 2025 年半年度财务报告 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：江苏华西村股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 686,798,382.59 | 441,778,914.83 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | 240,218,854.85 | 237,252,629.51 | | 衍生金融资产 | | | | 应收票据 | 75,761,409.44 | 119,568,708.24 | | 应收账款 | 145,726,894.72 | 128,178,794.58 | | 应收款项融资 | 297,458,296.75 | 200,883,796.09 | | 预付款项 | 36,243,680.56 | ...

江苏华西村股份有限公司 2025年半年度非经营性资金占用及其他关联资金往来情况汇总表 编制单位：江苏华西村股份有限公司 单位：万元 | 非经营性资金占 | | 占用方与上市公司 | 上市公司核算的 | 2025年期初占用 | 2025年半年度占用累计发 | 2025年半年度占用资金 | 2025年半年度偿 | 2025年6月末占 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 用 | 资金占用方名称 | 的关联关系 | 会计科目 | 资金余额 | 生金额（不含利息） | 的利息（如有） | 还累计发生金额 | 用资金余额 | 占用形成原因 | 占用性质 | | 控股股东、实际 | | | | | | | | | | | | 控制人及其附属 | | | | | | | | | | | | 企业 | | | | | | | | | | | | 小 计 | | | | - | | - | - | - - | | | | 前控股股东、实 | | | | | | | | | | | | 际控制人及其附 | | | | ...

证券代码：000936 证券简称：华西股份 公告编号：2025-045 江苏华西村股份有限公司 第九届董事会第十一次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 江苏华西村股份有限公司（以下简称"公司"）第九届董事会第十一次会议 于 2025 年 8 月 28 日上午在公司会议室召开。本次会议的通知于 2025 年 8 月 18 日以书面送达和微信方式发出。本次会议应出席董事 9 人，实际出席董事 9 人。 会议由董事长吴协恩先生主持，公司高级管理人员列席了会议。本次会议的召集、 召开符合有关法律、行政法规、部门规章、规范性文件和《公司章程》的规定， 形成的决议合法、有效。 二、董事会会议审议情况 1、审议通过《2025 年半年度报告全文及摘要》； 表决结果：同意 9 票，反对 0 票，弃权 0 票。 《2025 年半年度财务报告》已经董事会审计委员会审议通过。 内容详见《2025 年半年度报告》和《2025 年半年度报告摘要》（公告编号： 2025-043 ）， 刊 登 于 同 日 《 上 海 证 券 报 》《 证 券 ...

二、利润分配方案的基本情况 根据公司 2025 年半年度财务报告（未经审计），公司 2025 年半年度合并报 表实现归属于上市公司股东的净利润为 166,011,420.16 元，2025 年半年度母公 司实现净利润为 47,040,758.07 元，截至 2025 年 6 月 30 日，母公司累计未分配 利润为 3,174,324,436.71 元。 公司 2025 年半年度利润分配方案为：以实施利润分配方案时股权登记日的 总股本为基数，向全体股东每 10 股派发现金红利 0.20 元（含税），本次分配公 司不送红股也不进行资本公积金转增股本。截至 2025 年 6 月 30 日，公司总股本 为 886,012,887 股，据此测算，拟派发现金红利总额为 17,720,257.74 元（含税）。 如本次利润分配方案披露之日起至实施权益分派股权登记日期间，公司总股 本发生变动，公司将保持每股分配比例不变，相应调整分配总额。 证券代码：000936 证券简称：华西股份 公告编号：2025-044 江苏华西村股份有限公司 关于 2025 年半年度利润分配方案的公告 本公司及董事会全体成员保证信息披露内容的真实、准 ...

Part I. [Important Notice, Table of Contents, and Definitions](index=2&type=section&id=第一节%20重要提示、目录和释义) [Important Notice](index=2&type=section&id=重要提示) The company's board of directors and senior management declare the semi-annual report's content is true, accurate, and complete, with all members attending the review meeting, and disclose a profit distribution plan of 0.20 yuan (tax inclusive) cash dividend per 10 shares, while also noting forward-looking risks - The company's board of directors and senior management guarantee the semi-annual report's content is true, accurate, and complete, free from false records, misleading statements, or major omissions[3](index=3&type=chunk) - All directors attended the board meeting to review this semi-annual report[4](index=4&type=chunk) Profit Distribution Plan | Indicator | Value | | :--- | :--- | | Distribution Base (shares) | 886,012,887 | | Cash Dividend per 10 Shares (tax incl.) (yuan) | 0.20 | | Bonus Shares (tax incl.) (shares) | 0 | | Capital Reserve Conversion to Share Capital (shares) | 0 | [Table of Contents](index=3&type=section&id=目录) This section lists the report's nine main chapters and their starting page numbers, covering important notices, company profile, management discussion and analysis, corporate governance, significant matters, share changes, bond information, financial report, and other submitted data - The report's clear table of contents includes nine main chapters, covering company operations, finance, governance, and significant matters[7](index=7&type=chunk) [Definitions](index=5&type=section&id=释义) This section defines common terms used in the report, including company name, major shareholders, subsidiaries, associates, and key raw materials, ensuring accurate interpretation - The company's full name is Jiangsu Huaxi Village Co., Ltd., abbreviated as Huaxi Shares[12](index=12&type=chunk) - The controlling shareholder is Jiangsu Huaxi Group Co., Ltd., and the actual controller is Jiangyin Municipal People's Government State-owned Assets Supervision and Administration Office[12](index=12&type=chunk) - Major associates include Yicun Capital (holding **40.92%**), Source Photonics (holding **65.50 million shares** via Shanghai Qilan), and United Securities (holding **11.73%**)[12](index=12&type=chunk) Part II. [Company Profile and Key Financial Indicators](index=6&type=section&id=第二节%20公司简介和主要财务指标) [1. Company Profile](index=6&type=section&id=一、公司简介) This section provides basic company information, including stock abbreviation, code, listing exchange, Chinese and foreign names, and legal representative - The company's stock abbreviation is 'Huaxi Shares', stock code '000936', listed on the Shenzhen Stock Exchange[15](index=15&type=chunk) - The company's legal representative is Wu Xieen[15](index=15&type=chunk) [2. Contact Person and Information](index=6&type=section&id=二、联系人和联系方式) This section provides the contact information for the company's board secretary, including name, address, phone, fax, and email - The company's board secretary is Wang Xueliang, contact number 0510-86217188, email wangxl@cnhuaxicun.com[16](index=16&type=chunk) [3. Other Information](index=6&type=section&id=三、其他情况) During the reporting period, the company's registered address, office address, website, email, and information disclosure locations remained unchanged, with details available in the 2024 annual report - The company's contact information, information disclosure, and filing locations remained unchanged during the reporting period[17](index=17&type=chunk)[18](index=18&type=chunk) [4. Key Accounting Data and Financial Indicators](index=6&type=section&id=四、主要会计数据和财务指标) In the first half of 2025, the company's operating revenue increased by **5.28%**, net profit attributable to parent company surged by **109.15%**, net cash flow from operating activities grew by **657.91%**, basic earnings per share rose by **111.11%**, and weighted average return on net assets improved by **1.61 percentage points**, indicating strong profitability and cash flow improvement Key Accounting Data and Financial Indicators for H1 2025 | Indicator | Current Period (yuan) | Prior Period (yuan) | YoY Change | | :--- | :--- | :--- | :--- | | Operating Revenue | 1.64 billion | 1.55 billion | 5.28% | | Net Profit Attributable to Listed Company Shareholders | 166.01 million | 79.37 million | 109.15% | | Net Profit Attributable to Listed Company Shareholders After Non-Recurring Gains and Losses | 166.01 million | 79.32 million | 109.31% | | Net Cash Flow from Operating Activities | 117.08 million | 15.45 million | 657.91% | | Basic EPS (yuan/share) | 0.19 | 0.09 | 111.11% | | Diluted EPS (yuan/share) | 0.19 | 0.09 | 111.11% | | Weighted Average ROE | 3.15% | 1.54% | Increased by 1.61 percentage points | Asset and Liability Indicators as of H1 2025 End | Indicator | Current Period-End (yuan) | Prior Year-End (yuan) | Period-End vs. Prior Year-End Change | | :--- | :--- | :--- | :--- | | Total Assets | 6.87 billion | 6.59 billion | 4.32% | | Net Assets Attributable to Listed Company Shareholders | 5.33 billion | 5.18 billion | 2.88% | [5. Differences in Accounting Data under Domestic and Overseas Accounting Standards](index=7&type=section&id=五、境内外会计准则下会计数据差异) During the reporting period, there were no differences in net profit and net assets between financial reports disclosed under international or overseas accounting standards and Chinese accounting standards - The company had no differences in accounting data under domestic and overseas accounting standards during the reporting period[21](index=21&type=chunk)[22](index=22&type=chunk) [6. Non-Recurring Gains and Losses and Amounts](index=7&type=section&id=六、非经常性损益项目及金额) During the reporting period, the company's total non-recurring gains and losses amounted to **-3,188.25 yuan**, primarily comprising government grants, non-operating income/expenses, and income tax impact, with certain financial asset fair value changes and disposal gains/losses classified as recurring due to alignment with the company's business scope Non-Recurring Gains and Losses Items and Amounts | Item | Amount (yuan) | | :--- | :--- | | Government Grants Recognized in Current P&L (excl.) | 7,500.00 | | Other Non-Operating Income and Expenses (excl. above) | -4,897.84 | | Less: Income Tax Impact | 5,790.41 | | Total | -3,188.25 | - The company classifies fair value changes and disposal gains/losses from trading financial assets and other non-current financial assets as recurring gains/losses, as they align with its business scope of venture capital and external investments[25](index=25&type=chunk) Part III. [Management Discussion and Analysis](index=9&type=section&id=第三节%20管理层讨论与分析) [1. Company's Main Business Activities During the Reporting Period](index=9&type=section&id=一、报告期内公司从事的主要业务) The company's main businesses include R&D, production, and sales of polyester chemical fibers, and petrochemical storage and logistics services; during the reporting period, chemical fiber business improved sales revenue and profitability through product structure optimization and technological upgrades, while petrochemical storage business saw decreased revenue and net profit due to market supply and demand (I) [Overview of Company's Main Business](index=9&type=section&id=（一）公司主要业务情况) The company primarily engages in R&D, production, and sales of polyester chemical fibers, and petrochemical storage and logistics services; polyester chemical fiber products are widely used in hygiene materials, medical, and textile sectors, while petrochemical storage provides liquid chemical terminal loading, unloading, and storage services - The company's main businesses are R&D, production, and sales of polyester chemical fibers, and petrochemical storage and logistics services[27](index=27&type=chunk) - Polyester chemical fiber products include spunlace-specific, semi-dull, and vortex spinning-specific types, applied in hygiene materials, medical, and textile industries[28](index=28&type=chunk) - Petrochemical storage business is conducted by wholly-owned subsidiary Huaxi Terminal, providing liquid chemical terminal loading, unloading, storage, transshipment, and pipeline transportation services, with a total capacity of **300,000 cubic meters**[33](index=33&type=chunk) (II) [Industry Development Overview](index=10&type=section&id=（二）所属行业的发展情况) In H1 2025, the chemical fiber industry experienced voluntary production cuts due to tariff policies and geopolitical factors, followed by a demand rebound, with polyester staple fiber processing fees increasing by **29.66%** year-on-year; H2 anticipates increased demand driven by loose monetary policy and economic recovery, particularly in export and domestic bulk consumption - In H1 2025, chemical fiber industry enterprises voluntarily reduced production, followed by a demand rebound, with polyester staple fiber market prices showing a trend of initial decline then rise[41](index=41&type=chunk) Polyester Staple Fiber Market Data | Indicator | Jan-Jun 2025 | YoY Change | | :--- | :--- | :--- | | Spot Processing Fee (yuan/ton) | 1,058 | Increased by 29.66% | - In H2 2025, domestic monetary policy is expected to ease, and global economic recovery will drive increased demand for polyester staple fiber in downstream industries like apparel, home textiles, and automotive interiors, with export demand likely to remain high[41](index=41&type=chunk) (III) [Key Operating Performance During the Reporting Period](index=11&type=section&id=（三）报告期主要经营情况) During the reporting period, the company achieved significant overall performance growth, with operating revenue up **5.28%** and net profit attributable to parent company up **109.1

证券代码：000936 证券简称：华西股份 公告编号：2025-042 江苏华西村股份有限公司 关于收购股权暨关联交易的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、交易概述 2025 年 8 月 6 日，江苏华西村股份有限公司（以下简称"公司"）第九届 董事会第十次会议审议通过了《关于收购股权暨关联交易的议案》，公司拟以自 有资金收购江苏华西村纺织服装有限公司持有的江阴市协丰棉麻有限公司 100% 股权，交易总金额为人民币 9,000 万元。本次交易完成后，江阴市协丰棉麻有限 公司将成为公司全资子公司。详见公司于 2025 年 8 月 7 日在《上海证券报》《证 券时报》和巨潮资讯网披露的《关于收购股权暨关联交易的公告》（公告编号： 2025-040）、《第九届董事会第十次会议决议公告》（公告编号：2025-041）。 二、进展情况 近日，江阴市协丰棉麻有限公司完成了股东变更的工商登记手续，公司现持 有其 100%的股权。 根据《股权收购协议》的约定，公司已于 2025 年 8 月 27 日向江苏华西村纺 织服装有限公司支付股权收购款人民币 ...

Market Overview - On August 25, the chemical fiber sector rose by 0.07% compared to the previous trading day, with Montai High-tech leading the gains [1] - The Shanghai Composite Index closed at 3883.56, up 1.51%, while the Shenzhen Component Index closed at 12441.07, up 2.26% [1] Stock Performance - Montai High-tech (300876) closed at 31.20, with a gain of 3.35% and a trading volume of 21,900 lots, totaling a transaction value of 67.62 million yuan [1] - Other notable stocks included: - Tongyi Zhong (688722) at 23.10, up 1.18%, with a trading volume of 79,900 lots [1] - Huilong New Materials (301057) at 24.20, up 1.04%, with a trading volume of 57,300 lots [1] - Huaxi Co. (000936) at 7.77, up 0.91%, with a trading volume of 348,300 lots [1] Capital Flow - The chemical fiber sector experienced a net outflow of 312 million yuan from institutional investors, while retail investors saw a net inflow of 171 million yuan [2] - The capital flow for individual stocks showed: - Hengshen New Materials (000782) had a net inflow of 19.89 million yuan from institutional investors [3] - Huaxi Co. (000936) had a net inflow of 15.09 million yuan from institutional investors [3] - Tianfulong (603406) saw a net outflow of 13.26 million yuan from retail investors [3]

Market Overview - On August 20, the chemical fiber sector rose by 2.77% compared to the previous trading day, with Jilin Carbon Valley leading the gains [1] - The Shanghai Composite Index closed at 3766.21, up 1.04%, while the Shenzhen Component Index closed at 11926.74, up 0.89% [1] Stock Performance - Jilin Carbon Valley (836077) closed at 16.23, up 11.16% with a trading volume of 281,100 shares and a transaction value of 444 million yuan [1] - Suzhou Longjie (603332) closed at 15.83, up 10.01% with a trading volume of 337,700 shares and a transaction value of 515 million yuan [1] - Jilin Chemical Fiber (000420) closed at 4.64, up 9.95% with a trading volume of 1,309,800 shares and a transaction value of 602 million yuan [1] - Other notable stocks include 聚合顺 (605166) at 13.00, up 7.17%, and 南京化纤 (600889) at 16.77, up 6.68% [1] Capital Flow - The chemical fiber sector saw a net inflow of 453 million yuan from main funds, while retail funds experienced a net outflow of 316 million yuan [2] - The main funds' net inflow for Jilin Chemical Fiber (000420) was 200 million yuan, accounting for 33.27% of its total [3] - Suzhou Longjie (603332) had a main fund net inflow of 119 million yuan, representing 23.14% of its total [3]

（文章来源：证券日报） 证券日报网讯华西股份8月18日在互动平台回答投资者提问时表示，关于转让索尔思光电股份事项，各 项工作目前均按照协议约定正常推进中。 ...