广东德美精细化工集团股份有限公司 2025 年半年度报告全文 广东德美精细化工集团股份有限公司 2025 年半年度报告 2025-040 2025 年 8 月 1 广东德美精细化工集团股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人黄冠雄、主管会计工作负责人何国英及会计机构负责人(会计 主管人员)徐伟声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 公司半年度报告中涉及未来的经营计划和经营目标等前瞻性陈述，不构成 公司对投资者的实质承诺。该未来经营计划和经营目标能否实现，取决于市 场状况变化等多种因素，存在一定的不确定性，请投资者注意投资风险。 公司存在经营环境变化风险、原材料价格波动风险、安全及环保风险、国 际汇率变动等风险因素，敬请广大投资者注意投资风险。详细内容如下： 1、经营环境变化风险 随着劳动力成本、环保处理成本以及资金成本的增加，部分客户面临经 营风险。这种 ...

Core Viewpoint - The company, 德美化工, has shown a positive stock performance with a closing price of 7.13 yuan, reflecting a 1.28% increase, and a rolling PE ratio of 45.84 times, indicating a competitive position within the chemical products industry [1] Company Summary - 德美化工's main business involves the research, production, and sales of textile chemicals, leather chemicals, tara products, and petroleum fine chemicals, along with providing professional technical support and services to customers [1] - The latest quarterly report for Q1 2025 shows the company achieved an operating revenue of 688 million yuan, a year-on-year increase of 1.16%, and a net profit of 31.72 million yuan, representing a significant year-on-year increase of 79.00%, with a sales gross margin of 26.10% [1] Industry Summary - The average PE ratio for the chemical products industry is 50.32 times, with a median of 45.03 times, positioning 德美化工 at 105th place within the industry rankings [1] - The total market capitalization of 德美化工 is 3.437 billion yuan, with a current PE ratio of 45.84 times and a static PE ratio of 56.36 times [2]

Mergers and Acquisitions - Saiwei Electronics plans to acquire 56.24% stake in Qingdao Zhancheng Technology for 157 million yuan, resulting in a total ownership of 61.00% post-transaction [1] Performance Disclosure - Baili Tianheng reported a revenue of 171 million yuan for the first half of 2025, a year-on-year decline of 96.92%, with a net loss of 1.118 billion yuan, shifting from profit to loss [2] - Fuyao Glass announced a revenue of 21.447 billion yuan for the first half of 2025, a year-on-year increase of 16.94%, with a net profit of 4.805 billion yuan, up 37.33% year-on-year [3] - Yuntianhua reported a revenue of 24.992 billion yuan for the first half of 2025, a year-on-year decline of 21.88%, with a net profit of 2.761 billion yuan, down 2.81% year-on-year [4] Shareholding Changes - Demai Chemical announced that its major shareholder, Changlianrong Investment, plans to reduce its stake by up to 3%, equating to a maximum of 14.4635 million shares over the next three months [5] - Newzhisoft disclosed that three shareholders plan to collectively reduce their stake by up to 4.6517%, with specific reductions from each shareholder [6] - Kema Technology's employee strategic placement asset management plan intends to reduce its stake by up to 1.7202%, equating to a maximum of 750,000 shares [7] Legal Issues - Poly United's subsidiary received a criminal indictment related to prior ownership issues, with potential claims for damages against previous shareholders [8] - Dameng Data's general manager, Pi Yu, is under investigation and has been placed under detention, although it is expected not to significantly impact operations [9] - Tianyu Digital's director, Guo Baichun, was arrested for embezzlement and abuse of power, a matter unrelated to the company [10] - Kesi Technology's actual controller, Liu Jiande, has been detained and is under investigation, but the company's control remains unchanged [11]

Core Viewpoint - On August 19, no A-share listed companies disclosed any increase in shareholding, while 12 companies announced share reductions by various stakeholders [1]. Group 1: Companies with Share Reductions - Sanxin Medical: Multiple shareholders plan to reduce their holdings [2]. - Nanjing Port: Some directors and senior management personnel plan to reduce their holdings [2]. - Hongye Futures: Shareholders intend to reduce no more than 1% of the company's shares [2]. - AVIC Optoelectronics: A shareholder plans to reduce no more than 28,000 shares [2]. - Heyuan Biological: Huairui Shengyin and its concerted parties will reduce their holdings to below 5% [2]. - New Zhisoft: Multiple shareholders plan to reduce their holdings [2]. - Lutianhua: Shareholders holding over 5% plan to reduce no more than 1% of the company's shares [2]. - Demai Chemical: Chang Lianrong Investment plans to reduce no more than 14,463,463 shares, accounting for no more than 3% of the company's equity [2]. - Fuxin Technology: Controlling shareholders Liu Fukun and Liu Fulin collectively reduced 1.05% of the company's shares [2]. - Huazheng New Materials: Supervisors and senior management plan to reduce no more than 124,900 shares, with the reduction not yet implemented [2]. - Zhenbaodao: Shareholders plan to reduce no more than 4% of the company's shares [2]. - Hefeng Co.: Two shareholders plan to reduce no more than 2.19% of the company's shares [2]. Group 2: Market Signals - The formation of a MACD golden cross signal indicates a positive trend for certain stocks [2].

格隆汇8月19日丨德美化工(002054.SZ)公布，持有公司股份33,568,957股(占公司总股本比例6.96%)的股 东佛山市顺德区昌连荣投资有限公司(简称"昌连荣投资")计划在公告披露之日起15个交易日后的3个月 内通过证券交易所集中竞价交易、大宗交易方式合计减持德美化工股份不超过14,463,463股，即合计减 持不超过德美化工股份总数的3%。 ...

德美化工公告，持股5%以上股东佛山市顺德区昌连荣投资有限公司目前持有公司股份3356.9万股，占 总股本6.96%，因自身资金需求，计划自公告披露之日起15个交易日后的三个月内，即2025年9月10日 至2025年12月8日，通过集中竞价交易和大宗交易方式合计减持不超过1446.35万股，减持比例不超过公 司总股本的3%。在任意连续九十个自然日内，集中竞价减持总数不超过公司股份总数的1%，大宗交易 减持总数不超过公司股份总数的2%，减持价格将根据减持时二级市场价格确定。 ...

信息披露义务人持股 5%以上股东佛山市顺德区昌连荣投资有限公司保证向 本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大 遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示：持有广东德美精细化工集团股份有限公司（以下简称"本公司"或"德美化 工"）股份 33,568,957 股（占本公司总股本比例 6.96%）的股东佛山市顺德区昌连荣投资有 限公司（以下简称"昌连荣投资"）计划在本公告披露之日起 15 个交易日后的 3 个月内通过 证券交易所集中竞价交易、大宗交易方式合计减持德美化工股份不超过 14,463,463 股(若 计划减持期间有派息、送股、资本公积金转增股本、配股等除权除息事项，拟减持股份数量 和减持价格将相应进行调整)，即合计减持不超过德美化工股份总数的 3%。 证券代码：002054 证券简称：德美化工 公告编号：2025-036 广东德美精细化工集团股份有限公司 关于持股 5%以上股东减持股份预披露公告 时履行 一、股东的基本情况 | 股东名称 | 持股数量（股） | 占本公司总股本比例 | | --- | --- | --- | | 昌连荣 ...

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of 德美化工, indicating a decline in stock price and a relatively high PE ratio compared to the industry average [1][2] - As of August 13, 德美化工's closing stock price was 7.14 yuan, down 1.24%, with a rolling PE ratio of 45.91 times and a total market capitalization of 3.442 billion yuan [1] - The average PE ratio for the chemical products industry is 51.80 times, with a median of 45.16 times, placing 德美化工 at the 106th position in the industry ranking [1][2] Group 2 - As of the first quarter of 2025, two institutions held shares in 德美化工, with a total of 696,200 shares valued at 0.05 million yuan [1] - The main business of 广东德美精细化工集团股份有限公司 includes the research, production, and sales of textile chemicals, leather chemicals, tara products, and petroleum fine chemicals, along with providing technical support and services [1] - In the latest performance report for the first quarter of 2025, 德美化工 achieved an operating revenue of 688 million yuan, a year-on-year increase of 1.16%, and a net profit of 31.7165 million yuan, reflecting a year-on-year growth of 79.00%, with a sales gross margin of 26.10% [1]

| 股东 | 是否为 | 本次解除冻 | 占其所 | 占公司 | 是否 | 冻结 | 解除 | | 司法冻 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 控股股 | 结股份数量 | 持股份 | 总股本 | 为限 | 起始 | 冻结 | | 结执行 | | | 东或第 | （股） | 比例 | 比例 | 售股 | 日 | 日期 | | 人 | | | 一大股 | | | | 及限 | | | | | | | 东及其 | | | | 售类 | | | | | | | 一致行 | | | | 型 | | | | | | | 动人 | | | | | | | | 山东省 | | | | | | | | 2018 | 2023 | | 烟台市 | | 昌连荣投 | | | | | | 年 6 | 年 | 12 | | | 资 | 否 | 16,620,000 | 49.51% | 3.45% | 否 | 月 8 | 月 | 21 | 福山区 | | | | | | | | | | | 人民法 | | | | | | | | ...

Group 1 - The core viewpoint of the news is that 德美化工 (Demei Chemical) has shown a positive stock performance with a closing price of 7.12 yuan, reflecting a 1.28% increase, and a rolling PE ratio of 45.78 times, which is slightly below the industry average of 47.12 times [1][2] - The total market capitalization of 德美化工 is reported to be 34.33 billion yuan, ranking it 111th in the chemical products industry based on PE ratio [1][2] - In terms of capital flow, on July 8, 德美化工 experienced a net inflow of 2.1631 million yuan, with a total inflow of 22.917 million yuan over the past five days, indicating a generally positive trend in investment [1] Group 2 - The main business of 广东德美精细化工集团股份有限公司 (Guangdong Demei Fine Chemical Group Co., Ltd.) includes the research, production, and sales of textile chemicals, leather chemicals, tara products, and petroleum fine chemicals, along with providing technical support and services to customers [1] - The latest financial results for the first quarter of 2025 show that 德美化工 achieved an operating revenue of 688 million yuan, representing a year-on-year increase of 1.16%, and a net profit of 31.7165 million yuan, which is a significant year-on-year increase of 79.00%, with a sales gross margin of 26.10% [1]