Group 1 - The company held a performance briefing on September 4, 2025, where key executives, including the chairman and general manager, addressed investor questions [1] - In the first half of 2025, the company's main business revenue from paper-based functional materials reached 272 million yuan, a year-on-year increase of 9.32% [1] - The company is focusing on stabilizing production operations, enhancing the competitiveness of high-end products, and expanding into overseas markets [1] Group 2 - The company reported a significant increase in foreign sales revenue, which reached 16.86 million yuan, representing a year-on-year growth of 121% [1] - Foreign sales accounted for 6.13% of total revenue, an increase of over 3 percentage points compared to the previous year [1] - The company is actively expanding its international customer base through channels such as international exhibitions, targeting regions like Southeast Asia, the Middle East, and South America [1] Group 3 - The company has not received further information regarding the impact of the controlling shareholder's bankruptcy on its transformation and development [2] - The company reported a dividend income of 24.36 million yuan from its subsidiary, which can be found in the investment income section of the 2025 semi-annual report [2] - As of August 31, 2025, the number of shareholders stood at 27,961 [2]

Group 1: Company Performance - The company's main business revenue from paper-based functional materials reached 272 million yuan in the first half of 2025, representing a year-on-year growth of 9.32% [3] - Foreign sales revenue amounted to 16.86 million yuan, a significant increase of 121% compared to the same period last year [3] - Foreign sales accounted for 6.13% of total revenue, an increase of over 3 percentage points year-on-year [3] Group 2: Strategic Direction - The company maintains strict independence from its controlling shareholder in terms of business, personnel, assets, and finance, adhering to regulatory requirements [3] - Current operational focus is on stabilizing production and enhancing competitiveness in high-end products while expanding into overseas markets [3] Group 3: Shareholder Concerns - The company has not received further information regarding the controlling shareholder's bankruptcy proceedings and continues to operate normally [3] - As of August 31, 2025, the number of shareholders was 27,961 [4] - The company will disclose updates regarding the controlling shareholder's situation as required [3]

Market Overview - The paper sector increased by 0.71% on August 29, with Minshida leading the gains [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] Individual Stock Performance - Minshida (833394) closed at 46.41, up 3.83% with a trading volume of 31,400 shares and a turnover of 146 million yuan [1] - Sun Paper (002078) closed at 15.36, up 3.09% with a trading volume of 380,400 shares and a turnover of 581 million yuan [1] - Xianhe Co. (603733) closed at 25.04, up 1.83% with a trading volume of 64,300 shares and a turnover of 162 million yuan [1] - Yibin Paper (600793) closed at 25.01, up 1.42% with a trading volume of 157,500 shares and a turnover of 143 million yuan [1] - Minfeng Special Paper (600235) closed at 6.53, up 1.24% with a trading volume of 93,500 shares and a turnover of 60.53 million yuan [1] Declining Stocks - Hengfeng Paper (600356) closed at 9.62, down 4.75% with a trading volume of 174,900 shares and a turnover of 171 million yuan [2] - Songyang Resources (603863) closed at 17.98, down 4.36% with a trading volume of 92,900 shares and a turnover of 169 million yuan [2] - Kain Co. (002012) closed at 5.80, down 3.81% with a trading volume of 157,800 shares and a turnover of 92.57 million yuan [2] Capital Flow Analysis - The paper sector experienced a net outflow of 77.47 million yuan from institutional investors, while retail investors saw a net outflow of 4.38 million yuan [2] - Speculative funds had a net inflow of 81.84 million yuan [2] Key Capital Movements - Huawang Technology (605377) had a net inflow of 53.51 million yuan from institutional investors, accounting for 33.21% of its total [3] - Xianhe Co. (603733) saw a net inflow of 17.02 million yuan from institutional investors, representing 10.51% [3] - Yibin Paper (600793) had a net inflow of 11.28 million yuan from institutional investors, making up 7.88% [3]

据证券之星公开数据整理，近期凯恩股份（002012）发布2025年中报。截至本报告期末，公司营业总收 入2.75亿元，同比上升0.17%，归母净利润1128.06万元，同比下降20.55%。按单季度数据看，第二季度 营业总收入1.35亿元，同比上升0.31%，第二季度归母净利润624.05万元，同比下降23.35%。本报告期 凯恩股份公司应收账款体量较大，当期应收账款占最新年报归母净利润比达2310.62%。 本次财报公布的各项数据指标表现一般。其中，毛利率18.16%，同比增10.83%，净利率6.62%，同比减 15.73%，销售费用、管理费用、财务费用总计2275.12万元，三费占营收比8.27%，同比增8.46%，每股 净资产3.29元，同比增0.06%，每股经营性现金流0.05元，同比减54.96%，每股收益0.02元，同比减 33.33% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 2.75亿 | 2.75亿 | 0.17% | | 归母净利润(元) | 1419.85万 | 1128.06万 | ...

Market Overview - The paper sector increased by 0.24% on August 26, with Songyang Resources leading the gains [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] Individual Stock Performance - Songyang Resources (603863) closed at 20.12, up 2.18% with a trading volume of 148,700 shares and a transaction value of 300 million yuan [1] - Sun Paper (002078) closed at 15.05, up 1.96% with a trading volume of 328,900 shares and a transaction value of 491 million yuan [1] - BoHui Paper (600966) closed at 5.33, up 1.91% with a trading volume of 182,800 shares and a transaction value of approximately 96.78 million yuan [1] - ST Chenming (000488) closed at 2.35, up 0.86% with a trading volume of 313,600 shares and a transaction value of approximately 73.80 million yuan [1] - Other notable performances include Yiyang Lin Paper (600963) at 5.00, up 0.81%, and Wuzhou Special Paper (605007) at 12.35, up 0.41% [1] Capital Flow Analysis - The paper sector experienced a net outflow of 252 million yuan from institutional investors, while retail investors saw a net inflow of 204 million yuan [2] - The data indicates that speculative funds had a net inflow of approximately 47.18 million yuan [2] Detailed Capital Flow for Selected Stocks - For Liangxing Paper (002067), institutional investors had a net inflow of 13.89 million yuan, while speculative funds had a net outflow of 12.02 million yuan [3] - Hengfeng Paper (600356) saw a net inflow of 9.08 million yuan from institutional investors, with speculative funds experiencing a net outflow of 5.61 million yuan [3] - Other stocks like Sun Paper (002078) and Wuzhou Special Paper (605007) also showed mixed capital flows, with net outflows from institutional and speculative investors [3]

格隆汇8月25日丨凯恩股份(002012.SZ)公布2025年半年度报告，上半年公司实现营业收入2.75亿元，同 比增长0.17%；归属于上市公司股东的净利润1128.06万元，同比下降20.55%；归属于上市公司股东的扣 除非经常性损益的净利润914.61万元，同比增长0.88%；基本每股收益0.02元。 ...

浙江凯恩特种材料股份有限公司 2025 年半年度财务报告 浙江凯恩特种材料股份有限公司 2025 年半年度财务报告 （未经审计） 2025 年 08 月 1 浙江凯恩特种材料股份有限公司 2025 年半年度财务报告 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 | 非流动资产： | | | | --- | --- | --- | | 发放贷款和垫款 | | | | 债权投资 | | | | 其他债权投资 | | | | 长期应收款 | | | | 长期股权投资 | 309,559,478.91 | 306,118,327.32 | | 其他权益工具投资 | | | | 其他非流动金融资产 | 303,146,459.18 | 227,026,459.18 | | 投资性房地产 | | | | 固定资产 | 100,866,656.02 | 97,346,943.98 | | 在建工程 | | 4,694,507.38 | | 生产性生物资产 | | | | 油气资产 | | | | 使用权资产 | 2,14 ...

证券代码：002012 证券简称：凯恩股份 公告编号：2025-039 浙江凯恩特种材料股份有限公司 关于控股子公司出售土地使用权及地上附属物的公告 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。 一、交易概述 浙江凯恩特种材料股份有限公司（以下简称"公司"）召开了第十届董事会 第四次会议，审议通过了《关于控股子公司出售土地使用权及地上附属物的议案》。 为响应龙游县人民政府号召，提高企业亩均效益，龙游县经济开发区管理委员会 拟收回公司控股子公司浙江凯丰新材料股份有限公司（以下简称"凯丰新材"） 于 2003 年取得的尚未进行实质性开发建设的部分国有建设用地使用权中的 30,365 平方米土地（不动产权证号浙（2024）龙游不动产权第 0015645 号）。公 司董事会同意凯丰新材办理出售土地使用权及地上附属物事项。 根据龙游正信资产评估事务所出具的资产评估报告书（正信评报字（2025） 第 ZX179 号），本次资产评估基准日为 2025 年 3 月 19 日，评估价值合计 1,390.92 万元，其中土地使用权价值 910.95 万元，其他房屋建筑物等价值 ...

法定代表人： 主管会计工作的负责人： 会计机构负责人： 编制单位：浙江凯恩特种材料股份有限公司 单位：人民币万元 非经营性资金占用 资金占用方名称 占用方与上市公司的关联 关系 上市公司核算的会 计科目 2025年期初 占用资金余额 2025年1-6月占 用累计发生金额 （不含利息） 2025年1-6月占 用资金的利息 （如有） 2025年1-6月 偿还累计发生 金额 2025年6月末 占用资金余额 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 附属企业 小 计 - - - - 其他关联方及其附属企业 小 计 - - - - 总 计 - - - - 其它关联资金往来 资金往来方名称 往来方与上市公司的关联 关系 上市公司核算的会 计科目 2025年期初 往来资金余额 2025年1-6月往 来累计发生金额 （不含利息） 2025年1-6月往 来资金的利息 （如有） 2025年1-6月 偿还累计发生 金额 2025年6月末 往来资金余额 往来形成原因 往来性质（经营性往 来、 非经营性往来 ） 控股股东、实际控制人及其附 属企业 上市公司的子公司及 ...

为充分尊重投资者、提升交流的针对性，现就公司 2025 年半年度报告业绩说明会 提前向投资者公开征集问题，广泛听取投资者的意见和建议。投资者可于 2025 年 9 月 3 日（星期三）12:00 前访问 https://ir.p5w.net/zj/，或扫描下方二维码，进入问题征集专题 页面。在信息披露允许的范围内，公司将在 2025 年半年度报告业绩说明会上，对投资 者普遍关注的问题进行回答。 欢迎广大投资者积极参与。 证券代码：002012 证券简称：凯恩股份 公告编号：2025-038 浙江凯恩特种材料股份有限公司 关于举办 2025 年半年度报告网上业绩说明会的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导 性陈述或者重大遗漏。 浙江凯恩特种材料股份有限公司（以下简称"公司"）已于2025年8月26日在巨潮 资讯网（http://www.cninfo.com.cn）披露了《公司2025年半年度报告》及其摘要。为便 于广大投资者更全面深入了解公司2025年半年度业绩和经营情况，公司定于2025年9月4 日（星期四）下午15:00～16:00在全景网举办2025年半年度报告网 ...