外资态度来看，本期较上一季度持股减少的外资基金共计1个，即香港中央结算有限公司，持股减少占 比达0.45%。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 对于社保基金，本期较上一季度持股减少的社保基金共计1个，即全国社保基金一零一组合，，持股减 少占比小幅下跌。本期新披露持有华峰化学的社保基金共计1个，即全国社保基金四一三组合。。本期 较上一季未再披露的社保基金共计1个，即全国社保基金一一二组合。 险资方向，本期较上一期持股增加的险资共计1个，即中国人寿保险股份有限公司-传统-普通保险产 品-005L-CT001沪，持股增加占比小幅上涨。 2025年8月12日，华峰化学(002064.SZ)发布2025年半年度报告。截至2025年8月11日，共有23个机构投 资者披露持有华峰化学A股股份，合计持股量达24.31亿股，占华峰化学总股本的49.00%。其中，前十 大机构投资者包括华峰集团有限公司、香港中央结算有限公司、中国农业银行股份有限公司-中证500交 易型开放式指数证券投资基金、全国社保基金四一三组合、中国人寿保险股份有限公司-传统-普通保险 产品-005L-CT001沪、全国社 ...

Financial Statements - The total assets of the company at the end of the period amounted to 36,102,920,589.53 yuan, compared to 35,966,174,587.83 yuan at the beginning of the period, showing a slight increase [1][2] - Current assets totaled 19,092,932,522.90 yuan, up from 18,895,447,371.15 yuan, indicating growth in liquidity [1] - Non-current assets decreased slightly from 17,070,727,216.68 yuan to 17,009,988,066.63 yuan [1] Liabilities - Total liabilities decreased from 9,414,021,519.48 yuan to 9,276,229,883.36 yuan, reflecting a reduction in financial obligations [2] - Current liabilities amounted to 7,769,386,021.49 yuan, down from 8,015,923,707.56 yuan, indicating improved short-term financial health [2] - Non-current liabilities increased from 1,398,097,811.92 yuan to 1,506,843,861.87 yuan, suggesting a shift towards long-term financing [2] Equity - Total equity rose from 26,552,153,068.35 yuan to 26,826,690,706.17 yuan, indicating a strengthening of the company's financial position [2] - The company's retained earnings increased from 16,772,763,772.62 yuan to 17,011,693,114.95 yuan, reflecting profitability [2] Revenue and Profitability - Total operating revenue for the first half of 2025 was 12,136,602,677.19 yuan, down from 13,744,076,573.33 yuan in the same period of 2024, indicating a decline in sales [5] - Total operating costs decreased from 12,162,035,915.23 yuan to 11,210,109,219.47 yuan, suggesting improved cost management [5] - Net profit for the first half of 2025 was 988,791,276.91 yuan, down from 1,520,721,188.69 yuan in the previous year, reflecting a significant drop in profitability [6] Cash Flow - Net cash flow from operating activities was 1,351,619,822.79 yuan, compared to 740,232,966.19 yuan in the previous year, indicating improved cash generation [7] - Cash flow from investing activities was negative at -536,393,307.60 yuan, reflecting higher investment outflows compared to inflows [8] - Cash flow from financing activities was also negative at -1,487,720,086.16 yuan, indicating more cash outflows for debt repayment and dividends than inflows from new borrowings [8]

华峰化学股份有限公司 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 199.59 销售商品、出租资产 经营性往来 总计 184,930.61 330,647.04 195.41 284,533.44 231,239.61 敬请注意，本报告中，部分合计数与各分项之和在尾数上存在差异，这些差异是由于四舍五入造成的。 汇总表第 4 页 | | | | 汇总表第 | 2 页 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 其它关联资金 | | 往来方与上市公司的 | 上市公司核算的会计 | 2025 年期初 | | | | | 往 | | | | 往来形成 | | | | | | 资金往来方名称 | | | 来累计发生金额 | 往来资金的利 | | 月偿还累 | | 计 | 月末往来 | 往来性质 | | | | | | | 往来 | 关联关系 | 科目 | 来资金余 | | | | | | 额 | | | | 原因 | | | | | 额 | | | | （不含利息） | 息(如有) | 发生金额 | 资金余 | | | 华 ...

证券代码：002064 证券简称：华峰化学 公告编号：2025-047 华峰化学股份有限公司 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。 根据中国证券监督管理委员会《上市公司募集资金监管规则》（证监会公告 〔2025〕10 号）、《深圳证券交易所上市公司自律监管指引第 1 号——主板上 市公司规范运作》等相关规定，华峰化学股份有限公司（以下简称"公司"或"华 峰化学"）2025 年半年度募集资金存放与实际使用情况如下： 一、募集资金基本情况 （一）实际募集资金金额和资金到账时间 根据公司第七届董事会第二十六次会议、第八届董事会第三次会议和 2020 年年度股东大会决议，并经中国证券监督管理委员会"证监许可[2021]4150 号" 核准，公司非公开发行普通股股票 329,024,676 股，发行价格 8.51 元/股，募集资 金总额为 2,799,999,992.76 元，保荐机构（主承销商）扣除含税保荐承销费 各项不含税发行费用 26,707,547.08 元，募集资金净额为 2,773,292,445.68 元，其 中计入股本 329,024,676 ...

一、重要提示 82.59% 基本每股收益（元/股） 0.20 0.31 -35.48% 稀释每股收益（元/股） 0.20 0.31 -35.48% 加权平均净资产收益率 3.66% 5.91% -2.25% 本报告期末比上年 本报告期末 上年度末 度末增减 总资产（元） 36,102,920,589.53 35,966,174,587.83 0.38% 华峰化学股份有限公司 2025 年半年度报 告摘要 归属于上市公司股东的净资产（元） 26,723,476,648.68 26,454,408,600.47 1.02% 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 | 报告期末普通股股东 | | | | 报告期末表决权恢复的优先股股 | | | | --- | --- | --- | --- | --- | --- | --- | | 总数 | 前 | 10 | 东总数（如有） 名股东持股情况（不含通过转融通出借股份） | | | | | | | | | | | 质押、标记或冻结 | | 情 | | | | | | | | | | | | 持有有限售条件的股 | ...

证券代码：002064 证券简称：华峰化学 公告编号：2025-044 华峰化学股份有限公司 第九届董事会第十二次会议决议公告 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。 一、董事会会议召开情况 华峰化学股份有限公司（以下简称"公司"）第九届董事会第十二次会议 通知于 2025 年 7 月 31 日以电子邮件或专人送达方式发出，会议于 2025 年 8 月 生、宋海涛先生、潘彬先生以通讯表决方式参加。会议由董事长尤飞煌先生主 持。本次会议应到董事 9 人，实到 9 人，公司监事、高级管理人员列席会议， 符合《公司法》和《公司章程》的有关规定，会议决议合法有效。 二、 董事会会议审议情况 （一）审议通过了《2025 年半年度报告》全文及其摘要。 具体内容详见公司登载于 2025 年 8 月 12 日的证券时报、中国证券报、巨 潮资讯网（http://www.cninfo.com.cn）的相关公告。 表决结果：同意 9 票、反对 0 票、弃权 0 票。 三、备查文件 （一）公司第九届董事会第十二次会议决议； （二）2025 年半年度募集资金存放与实际使用情况的 ...

华峰化学股份有限公司 第九届监事会第十次会议决议公告 证券代码：002064 证券简称：华峰化学 公告编号：2025-045 本公司及监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。 一、 监事会会议召开情况 华峰化学股份有限公司（以下简称"公司"）第九届监事会第十次会议通知 于 2025 年 7 月 31 日以电子邮件或书面专人送达等方式发出，会议于 2025 年 8 月 11 日以现场结合通讯表决的方式召开，监事张浩先生以通讯表决方式参加。 会议由监事会主席王利女士召集与主持，本次会议应到监事 5 人，实到 5 人， 符合《公司法》和《公司章程》的规定，会议决议合法有效。 表决结果：同意 5 票、反对 0 票、弃权 0 票。 （二）审议通过了《2025 年半年度募集资金存放与实际使用情况的专项报 告》 具体内容详见公司登载于 2025 年 8 月 12 日的证券时报、中国证券报、巨 潮资讯网（http://www.cninfo.com.cn）的相关公告。 表决结果：同意 5 票、反对 0 票、弃权 0 票。 三、备查文件 （一）公司第九届监事会第十次会议决议； 二、 ...

Group 1 - Wanhua Chemical reported a 25.10% decrease in net profit for the first half of 2025, with revenue of 90.90 billion yuan, down 6.35% year-on-year [1][2] - The company's net profit attributable to shareholders was 6.12 billion yuan, while the net profit excluding non-recurring items was 6.24 billion yuan, both showing significant declines [1][2] - Despite challenges such as weak international demand and geopolitical tensions, the chemical industry in China maintained stable development due to domestic consumption upgrades and diversified export markets [2] Group 2 - Satellite Chemical achieved a 33.44% increase in net profit for the first half of 2025, with total assets reaching 69.30 billion yuan, up 5.58% year-on-year [4][5] - The company reported revenue of 23.46 billion yuan, a 20.93% increase compared to the previous year, demonstrating resilience in a complex environment [4][5] - The company is focusing on technological innovation and plans to invest 3 billion yuan in high-performance catalyst projects [5] Group 3 - Shengnong Development reported a 22.02% increase in sales revenue for July 2025, reaching 2.13 billion yuan, with significant growth in both poultry and processed meat segments [6][7] - The company noted a strong performance in high-value channels, with retail channel revenue growing over 30% year-on-year [7] Group 4 - Desay SV reported a 45.82% increase in net profit for the first half of 2025, with revenue of 14.64 billion yuan, up 25.25% year-on-year [8] - The smart cockpit and smart driving businesses contributed significantly to the revenue growth, with sales of 9.46 billion yuan and 4.15 billion yuan respectively [8] Group 5 - New Qianglian reported a remarkable 496.60% increase in net profit for the first half of 2025, with revenue of 2.21 billion yuan, up 108.98% year-on-year [16] - The company demonstrated strong growth in its financial performance, indicating effective operational strategies [16] Group 6 - Fuda Co. reported a 98.77% increase in net profit for the first half of 2025, with revenue of 937 million yuan, up 30.26% year-on-year [18] - The company showed significant growth in net profit excluding non-recurring items, indicating strong operational performance [18] Group 7 - Tianzhun Technology reported a revenue increase of 10.32% for the first half of 2025, reaching 597 million yuan, but still recorded a net loss of 14 million yuan [19] - The company’s total assets grew by 9.99% year-to-date, indicating a positive trend in asset management [19] Group 8 - Huafeng Chemical reported a 35.23% decrease in net profit for the first half of 2025, with revenue of 12.14 billion yuan, down 11.7% year-on-year due to industry downturns [28] - The company faced challenges with declining product prices across various segments, impacting overall profitability [28] Group 9 - The company Zhishang Technology plans to acquire 99.86% of Hengyang Data for 1.15 billion yuan, focusing on AI and cloud computing solutions [29] - This acquisition aims to enhance the company's capabilities in intelligent computing and data processing [29] Group 10 - Huangshanghuang plans to acquire 51% of Lixing Food for 495 million yuan, which will allow it to gain control over the food manufacturing company [30] - This acquisition is part of the company's strategy to expand its product offerings and market presence [30] Group 11 - Beida Pharmaceutical faces significant revenue and profit declines due to the termination of its business cooperation with Peking University International Hospital, projecting a loss of approximately 600 million yuan in sales [31] - The company is exploring new directions for transformation, but faces uncertainty regarding its future operations [31]

智通财经APP讯，华峰化学(002064.SZ)发布2025年半年度报告，报告期内，公司实现营业收入121.37亿 元，同比下降11.70%。实现归属于上市公司股东的净利润9.83亿元，同比下降35.23%。实现归属于上市 公司股东的扣除非经常性损益的净利润9.04亿元，同比下降37.83%。基本每股收益0.2元。 ...

Business Performance - Luxshare Technology plans to issue H-shares and list on the Hong Kong Stock Exchange [1] - China Shipbuilding Industry Corporation will suspend trading from August 13 until delisting [1] - Hikvision's chairman proposed a mid-term dividend of 4 yuan per 10 shares (including tax) for 2025 [1] - North Medical's subsidiary has essentially halted its main business since June [1] - Shenzhen Huangting Plaza will be judicially auctioned with a starting price of 3.053 billion yuan [1] - ST Suwu's controlling subsidiary has initiated arbitration against Regen Biotech for default, which has been accepted [1] - ST Yigou plans to pay 220 million yuan to reach a debt settlement agreement with Carrefour [1] - Shanghai Jianke's director is under disciplinary review and investigation [1] Mergers and Acquisitions - Xincheng Technology has terminated the acquisition of 96.96% equity in Tianyi Enhua [1] - Guangku Technology intends to purchase 100% equity in Suzhou Anjie Xun Optoelectronics, with resumption of trading on the 12th [1] - ST Biology plans to acquire 51% equity in Huize Pharmaceutical, expected to constitute a major asset restructuring [1] - Dongfang Guoxin aims to gain control of Shituo Cloud to deepen its layout in the intelligent computing power sector [1] - Jinding Investment intends to control Nanjing Shenyuan, entering a key segment of the robotics industry chain [1] - Huangshanghuang plans to acquire 51% equity in Lixing Food for 495 million yuan [1] Financial Performance - Xianggang Technology reported a net profit of 78.32 million yuan in the first half, a year-on-year increase of 432.14% [1] - Yonghe Co. reported a net profit of 271 million yuan in the first half, a year-on-year increase of 140.82% [1] - Fuda Co. reported a net profit of 146 million yuan in the first half, a year-on-year increase of 98.77% [1] - Desay SV reported a net profit of 1.223 billion yuan in the first half, a year-on-year increase of 45.82% [1] - Dier Laser reported a net profit of 327 million yuan in the first half, a year-on-year increase of 38.37% [1] - Rijiu Optoelectronics reported a net profit of 45.61 million yuan in the first half, a year-on-year increase of 37.87% [1] - Wolong Electric Drive reported a net profit of 537 million yuan in the first half, a year-on-year increase of 36.76% [1] - Satellite Chemical reported a net profit of 2.744 billion yuan in the first half, a year-on-year increase of 33.44% [1] Other Financial Results - High Stakes Mining reported a net profit of 69.2 million yuan in the first half, a year-on-year increase of 25.7% [2] - Yingliu Co. reported a net profit of 188 million yuan in the first half, a year-on-year increase of 23.91% [2] - Nanwei Medical reported a year-on-year net profit increase of 17.04% and plans to distribute a dividend of 5 yuan per 10 shares (including tax) [2] - Zhejiang Huaye reported a year-on-year net profit increase of 6.66% and plans to distribute a dividend of 4 yuan per 10 shares (including tax) [2] - New Strong Union reported a net profit of 400 million yuan in the first half, returning to profitability [2] - Aobi Zhongguang reported a net profit of 60.19 million yuan in the first half, returning to profitability [2] - Action Education reported a year-on-year net profit decrease of 3.51% and plans to distribute a dividend of 10 yuan per 10 shares (including tax) [2] - Wanhu Chemical reported a net profit of 6.123 billion yuan in the first half, a year-on-year decrease of 25.10% [2] - New World reported a net profit of 78.03 million yuan in the first half, a year-on-year decrease of 30.01% [2] - Huafeng Chemical reported a net profit of 983 million yuan in the first half, a year-on-year decrease of 35.23% [2] - Hefo China reported a consolidated revenue of 425 million yuan in the first seven months, a year-on-year decrease of 22.66%, with a narrowing decline [2] - Shengnong Development reported a sales revenue of 2.129 billion yuan in July, a year-on-year increase of 22.02% [2] - Xiamen Airport reported a passenger throughput of 2.6248 million in July, a year-on-year increase of 8.58% [2]