浙江新和成股份有限公司于2025年10月10日发布关于回购公司股份进展的公告。 2025年4月11日，浙江新和成第九届董事会第十一次会议审议通过回购公司股份方案，同意公司使用自 有资金或回购专项贷款，以集中竞价交易方式回购部分社会公众股份，用于实施股权激励计划或员工持 股计划。此次回购金额区间为30,000万元 - 60,000万元，回购价格不超过32元/股，具体回购股份数量及 占总股本比例以回购期满时实际回购数量为准，实施期限自董事会审议通过之日起不超过12个月。 登录新浪财经APP 搜索【信披】查看更多考评等级 公司回购股份的时间、数量、价格及集中竞价交易委托时段均符合《深圳证券交易所上市公司自律监管 指引第9号——回购股份》相关规定。公司未在重大事项影响股价期间回购，且以集中竞价交易方式回 购股份也满足相关要求，如委托价格限制、特定交易时段不委托等。 公司后续将依据市场情况在回购实施期限内推进回购计划，并依规及时履行信息披露义务，提醒投资者 注意投资风险。 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任 ...

Group 1 - The company Xinhecheng (SZ 002001) announced a share buyback plan, intending to repurchase approximately 14.82 million shares, which represents 0.482% of its total share capital, with a total transaction amount of about 321 million yuan [1] - The highest transaction price for the buyback was 23.87 yuan per share, while the lowest was 21.25 yuan per share [1] - As of the report date, Xinhecheng's market capitalization stands at 77 billion yuan [1] Group 2 - For the first half of 2025, Xinhecheng's revenue composition shows that the pharmaceutical and chemical sector accounts for 90.23%, while other industries contribute 9.77% [1]

Core Viewpoint - Zhejiang Xinhengcheng Co., Ltd. has approved a share buyback plan using 300-600 million yuan of its own funds or special loans for employee stock ownership and incentives, with a buyback price not exceeding 32 yuan per share, to be implemented within 12 months [1] Summary by Relevant Sections - **Buyback Plan Details** - The company plans to repurchase shares for a total amount of 300-600 million yuan [1] - The maximum buyback price is set at 32 yuan per share, which will be adjusted to a maximum of 31.5 yuan per share due to the rights distribution on May 21, 2025 [1] - **Execution Status** - As of September 30, the company has repurchased 14,815,692 shares, accounting for 0.4820% of the total share capital [1] - The highest transaction price recorded was 23.87 yuan per share, while the lowest was 21.25 yuan per share, with a total transaction amount of 321,411,966.15 yuan (excluding transaction fees) [1] - **Future Plans** - The company will continue to advance the buyback based on market conditions and will disclose information in a timely manner [1]

Core Points - Zhejiang Xinhecheng Co., Ltd. announced a cash dividend distribution of 2 CNY per 10 shares, totaling approximately 611.72 million CNY based on a share base of 3,058,605,988 shares after excluding repurchased shares [1] - The record date for the dividend is set for October 17, 2025, and the ex-dividend date is October 20, 2025 [1] - Following the dividend distribution, the upper limit for the repurchase price of shares has been adjusted from 31.50 CNY to 31.30 CNY per share, effective from the ex-dividend date [1] - The expected range for the repurchase of shares is between 9,584,664 and 19,169,329 shares, representing approximately 0.31% to 0.62% of the total share capital [1]

根据公司披露的《关于回购公司股份方案的公告》《回购股份报告书》（公告 编号：2025-010、2025-023）相关规定，若公司在回购期间内发生资本公积转增 股本、派发红利、送红股等除权除息事宜，自股价除权除息之日起，按照中国证 监会及深圳证券交易所的相关规定相应调整回购价格。公司 2025 年 5 月 21 日实 施 2024 年年度权益分派，回购价格由不超过人民币 32 元/股调整为不超过人民 币 31.5 元/股。 证券代码：002001 证券简称：新和成 公告编号：2025-045 浙江新和成股份有限公司 关于回购公司股份进展的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 浙江新和成股份有限公司（以下简称"公司"）于2025年4月11日召开的第 九届董事会第十一次会议审议通过《关于回购公司股份方案的议案》，同意公司 使用自有资金或回购专项贷款以集中竞价交易的方式回购公司部分社会公众股 份，用于实施股权激励计划或员工持股计划。本次回购金额区间为30,000万元 -60,000万元，回购价格不超过人民币32元/股，具体回购股份的数量及占总股本 的比 ...

证券代码：002001 证券简称：新和成 公告编号：2025-046 浙江新和成股份有限公司 2025 年半年度权益分派实施公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 注：根据《上市公司股份回购规则》的规定，上市公司回购专用账户中的股份不享有利 润分配和资本公积金转增股本的权利。 3、本次实施的分配方案与 2025 年第二次临时股东大会审议通过的分配方案 及其调整原则一致。 4、本次实施分配方案距 2025 年第二次临时股东大会审议通过的时间未超过 两个月。 二、权益分派方案 截至本公告日，浙江新和成股份有限公司（以下简称"本公司"或"公司"） 总股本为 3,073,421,680 股，公司回购专用证券账户持有公司股份 14,815,692 股， 根据《上市公司股份回购规则》的规定，回购专用证券账户股份不享有利润分配 和资本公积金转增股本的权利。本次权益分派实施后，按公司总股本（含回购股 份）折算每 10 股现金分红（含税）及除权除息参考价如下： 公司本次实际现金分红总金额（含税）=实际参与分配股本×分配比例，即 611,721,197. ...

Core Viewpoint - The company, Xinhecheng (002001), has a strong competitive position in the global market for high-end Vitamin A and E products, catering to various sectors including feed, food, and pharmaceuticals [1] Group 1: Product Range and Market Position - The company produces Vitamin A and E products that cover feed-grade, food-grade, and pharmaceutical-grade levels to meet diverse industry needs [1] - The company has obtained market access qualifications in major markets such as the United States, Europe, and Japan, indicating broad recognition of its products in these regions [1] Group 2: Competitive Advantage - The company possesses significant competitiveness in high-end Vitamin A and E products on a global scale [1]

Core Viewpoint - The company has successfully initiated trial production of its liquid methionine project in collaboration with Sinopec, aiming to enhance its product offerings and core competitiveness through continuous technological development and innovation [1] Group 1: Product Development - The company produces both solid and liquid methionine products [1] - The liquid methionine project has a capacity of 180,000 tons per year and has successfully produced qualified products during trial production [1] Group 2: Strategic Focus - The company plans to continuously develop functional chemicals and expand its product line within the fine chemical and biological sectors [1] - The focus remains on refining and specializing in the fine chemical main business to improve core competitiveness [1]

Investment Rating - The report maintains an "Add" rating for the company [5] Core Views - The company is a leading player in the domestic market for Vitamin A, Vitamin E, and methionine, with the methionine project entering trial operation, which is expected to gradually contribute to profits [5] - The company achieved significant year-on-year growth in revenue and net profit in the first half of 2025, with revenue reaching 11.101 billion yuan, up 12.76% year-on-year, and net profit of 3.603 billion yuan, up 63.46% year-on-year [4][5] - The report highlights the company's focus on cost reduction and efficiency improvement in production, alongside the steady progress of various projects [4][5] Financial Summary - Revenue projections for 2025-2027 are estimated at 23.938 billion, 26.136 billion, and 28.785 billion yuan, respectively, with net profits projected at 6.741 billion, 7.139 billion, and 7.641 billion yuan [5][6] - The company’s earnings per share (EPS) are expected to be 2.19, 2.32, and 2.49 yuan for 2025, 2026, and 2027, respectively [6][12] - The report indicates a projected price-to-earnings (P/E) ratio of 10.83, 10.23, and 9.55 for the years 2025, 2026, and 2027, respectively [5][12] Market Performance - The company’s stock has shown a 52-week increase of 21.48% [4] - The report notes a decline in the prices of major products in Q2 2025, with Vitamin A and Vitamin E prices decreasing by 14.73% and 22.90% respectively, while methionine prices increased by 2.30% [4][5]

Financial Performance - In the first half of 2025, the company achieved a revenue of 11.101 billion yuan, a year-on-year increase of 12.76% [1] - The net profit attributable to shareholders was 3.603 billion yuan, reflecting a significant year-on-year growth of 63.46% [1] - For Q2 2025, the company reported a revenue of 5.661 billion yuan, up 5.89% year-on-year and 4.07% quarter-on-quarter [1] - The net profit for Q2 2025 was 1.723 billion yuan, showing a year-on-year increase of 29.12% but a quarter-on-quarter decrease of 8.32% [1] Product Development and Market Expansion - The company is actively promoting new products such as HA series and tryptophan while maintaining its market advantage in existing products [2] - The liquid methionine project in partnership with Sinopec is in trial production, and the Tianjin nylon new materials project has completed compliance approvals [2] - Other technical upgrades and management improvement projects are progressing steadily, with new project planning being conducted in an orderly manner [2] Pricing and Market Trends - Prices for major products showed a mixed trend, with some prices decreasing quarter-on-quarter while others increased year-on-year [3] - The average prices for vitamins A, E, D3, C, and methionine in Q2 2025 were 73.67, 104.38, 237.15, 21.04, and 22.27 yuan/kg, respectively [3] - The nutrition products segment generated a revenue of 7.200 billion yuan in H1 2025, a year-on-year increase of 7.78%, with a gross margin of 47.79%, up 11.93 percentage points year-on-year [3] Future Outlook - The company is a leading player in the domestic market for vitamins A, E, and methionine, with the methionine project expected to gradually contribute to profits [4] - Revenue forecasts for 2025-2027 are projected at 23.938 billion, 26.136 billion, and 28.785 billion yuan, with net profits of 6.741 billion, 7.139 billion, and 7.641 billion yuan, respectively [4] - The price-to-earnings ratios for 2025-2027 are estimated to be 10.83, 10.23, and 9.55 times, maintaining a "buy" rating [4]