Financial Performance - The company's operating revenue for the reporting period was ¥1,963,581,743.24, a decrease of 12.43% compared to ¥2,242,376,678.44 in the same period last year[19]. - The net profit attributable to shareholders of the listed company was ¥22,599,588.90, down 39.69% from ¥37,472,953.14 year-on-year[19]. - The net profit after deducting non-recurring gains and losses was ¥18,453,937.02, a decline of 44.43% compared to ¥33,209,443.06 in the previous year[19]. - The basic earnings per share decreased by 39.70% to ¥0.0978 from ¥0.1622 year-on-year[19]. - The total operating revenue for the first half of 2025 was CNY 1,963,581,743.24, a decrease of 12.4% compared to CNY 2,242,376,678.44 in the first half of 2024[128]. - Net profit for the first half of 2025 was CNY 52,917,927.19, representing a decline of 29.9% from CNY 75,401,990.75 in the same period last year[129]. - The company reported a total profit of CNY 67,231,918.04, down 21.8% from CNY 86,052,402.37 in the previous year[129]. - The comprehensive income for the first half of 2025 is CNY 39,219,224.46, compared to CNY 53,068,806.05 in the same period of 2024, indicating a decrease of about 26.1%[149]. Cash Flow and Financial Health - The net cash flow from operating activities increased by 16.82% to ¥79,100,684.76 from ¥67,713,588.79 in the same period last year[19]. - The company's cash and cash equivalents decreased by ¥60,252,384.67, primarily due to increased cash payments for debt repayment[37]. - The company’s financing activities generated a net cash flow of -¥125,578,534.78, a significant decline of 578.48% compared to the previous year[37]. - The company reported a net cash outflow from financing activities of ¥125,578,534.78 in the first half of 2025, compared to a net inflow of ¥26,245,526.83 in the same period last year[134]. - The cash flow from operating activities was not detailed in the provided documents, indicating a focus on investment and financing activities[136]. Assets and Liabilities - The total assets at the end of the reporting period were ¥4,930,735,359.88, a decrease of 3.33% from ¥5,100,681,506.61 at the end of the previous year[19]. - Total current assets decreased from ¥3,680,874,884.43 to ¥3,519,879,182.49, a decline of approximately 4.37%[123]. - Total liabilities decreased from ¥3,605,714,068.23 to ¥3,453,711,086.82, a reduction of approximately 4.22%[125]. - The company’s total liabilities increased, as evidenced by the cash outflow for debt repayment of ¥398,221,020.55[136]. - The total equity attributable to the parent company at the end of the period was ¥1,477,024,273.06, reflecting a decrease of ¥17,943,165.32 during the period[139]. Market and Industry Conditions - The refractory materials market in China is facing continuous pressure due to weak demand from downstream industries such as steel and construction, with a reported industrial profit decline of 1.8% in the first five months of 2025[27]. - National cement production in the first half of the year reached 815 million tons, a year-on-year decrease of 4.3%, although the decline narrowed by 5.7 percentage points compared to the same period last year[28]. - The domestic crude steel production in the first half of the year was 515.9 million tons, representing a year-on-year decrease of 3.0%[29]. Strategic Initiatives - The company is advancing its "three transformations" strategy, focusing on high-end product development, digital transformation, and green manufacturing[31]. - The company has initiated a strategic agreement with major raw material suppliers to ensure stable supply and mitigate price fluctuations[30]. - The company aims to transition from a single product supply model to a comprehensive kiln package service model to adapt to market changes[66]. - The company is focusing on developing green and low-carbon refractory materials in response to the "dual carbon" demand[66]. Research and Development - The company has applied for 12 patents during the reporting period, including 3 invention patents and 1 international invention patent, and has been awarded 9 patents[34]. - Research and development expenses were ¥67,632,539.21, a reduction of 19.99% compared to ¥84,528,486.67 in the previous year[37]. - New product development plans include launching multiple new types of refractory materials to meet market demand[90]. Shareholder and Corporate Governance - The company plans not to distribute cash dividends or issue bonus shares[5]. - The company has implemented a stock incentive plan, granting a total of 3.907 million restricted stock units to core personnel to align their interests with the company's[32]. - The largest shareholder, China Building Materials Science Research Institute Co., Ltd., holds 40.13% of the shares, totaling 92,697,465 shares[113]. - The total number of shareholders at the end of the reporting period is 18,114[113]. Risk Management - The company has reported significant risks and corresponding countermeasures in its management discussion and analysis section[4]. - The company plans to strengthen risk management and dynamic adjustments in response to market risks and operational challenges[67]. Compliance and Legal Matters - There were no significant litigation or arbitration matters during the reporting period[84]. - The company reported no violations regarding external guarantees during the reporting period[81]. - The company has not experienced any bankruptcy reorganization matters during the reporting period[83].

8月20日，瑞泰科技大宗交易成交200万股，成交额2780万元，占当日总成交额的15.12%，成交价13.9元，较市场收盘价 14.63元折价4.99%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交星 | 成交金额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2025-08-20 | 002066 | 瑞泰科技 | 13.90 | 200.00 | 2,780.00中信证券股份有限 | 长江证券股份有限 | | | | | | | 公司北京呼家楼证 | 公司襄阳建华路证 | | | | | | | 券营业部 | 券营业部 | ...

证券之星消息，8月20日装修建材板块较上一交易日上涨1.08%，瑞泰科技领涨。当日上证指数报收于 3766.21，上涨1.04%。深证成指报收于11926.74，上涨0.89%。装修建材板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002066 | 瑞泰科技 | 14.63 | 10.00% | 10.84万 | 1.56亿 | | 603038 | 华立股份 | 17.49 | 10.00% | 25.64万 | 4.41亿 | | 603737 | 三棵树 | 46.27 | 5.42% | 7.16万 | 3.26亿 | | 002392 | 北京利尔 | 7.68 | 2.95% | - 34.81万 | 2.66亿 | | 002785 | 万里石 | 29.98 | 2.60% | 9.03万 | 2.72亿 | | 300198 | ST纳川 | 2.40 | 2.13% | 31.45万 | 7577.48万 | | 300599 | 雄塑科技 | 8.9 ...

Group 1 - The Science and Technology Innovation 50 Index rose over 3%, reaching a new high for the year, driven by a collective surge in chip stocks [1] - Companies such as Jimin Health, Hanzhong Precision Machinery, and Kesen Technology have seen consecutive trading gains, with Jimin Health achieving a five-day streak [1] - The AI server market is dominated by Inspur Information, which holds over 50% market share in China and has reported a 64.39% year-on-year increase in net profit for the first quarter [1] Group 2 - The domestic leading companies are making significant advancements, with Nvidia reportedly developing an AI chip specifically for the Chinese market [3] - Companies like Fullchai Power and Yuanlin Co. have also seen consecutive trading gains, indicating strong market performance [3] - The company Guangxin Technology is a leader in optical modules and has partnered with Cisco to launch a 1.6T silicon optical module [3] Group 3 - The domestic automotive sector is witnessing significant developments, with China FAW planning to acquire approximately 10% of Leap Motor [6] - Companies like Mould Technology and Shentong Express are also making strides, with Mould Technology providing components for new energy vehicles [6] - The automotive thermal management sector is led by companies like Hanzhong Precision Machinery, which specializes in compressors and refrigeration products [8] Group 4 - The pharmaceutical industry is seeing a surge in domestic innovative drugs going global, with Tianmu Pharmaceutical being the first listed company in traditional Chinese medicine [7] - Companies like Huahai Pharmaceutical are advancing in the development of innovative drugs, with over 20 projects currently in research [7] - The automotive passive safety system sector is represented by companies like Songyuan Safety, which reported a 30.85% year-on-year increase in net profit [7]

Group 1 - The renovation and building materials sector experienced a slight increase, closing at 14,625.78 points with a growth rate of 0.53% [1] - Several stocks in the renovation and building materials sector saw price increases, with Yabo Co. leading at 1.82 CNY per share, up 10.30% [1] - Mona Lisa and Ruitek Technology followed with increases of 6.67% and 6.24%, closing at 11.52 CNY and 13.10 CNY per share respectively [1] Group 2 - Filinger led the decline in the sector with a drop of 5.92%, closing at 21.12 CNY per share [1] - Senying Windows and Wanli Stone also experienced declines of 4.45% and 3.87%, closing at 35.04 CNY and 29.28 CNY per share respectively [1] - Guojin Securities noted that despite significant declines in key real estate indicators over the past four years, overall housing demand has not significantly decreased, with a shift from new to second-hand housing [1] Group 3 - The demand for building materials is expected to stabilize in the medium to long term as the market transitions to a renovation-focused era [1] - The recommendation is to focus on leading paint companies and those with a high retail proportion or successful retail transformation in the consumer building materials sector [1]

Core Viewpoint - The renovation and building materials sector experienced a slight increase, with a closing index of 14625.78 points, reflecting a growth of 0.53% [1] Group 1: Market Performance - Several stocks in the renovation and building materials sector saw price increases, with Boya Co. leading at 1.82 CNY per share, up 10.30% [1] - Mona Lisa (002918) closed at 11.52 CNY per share, marking a 6.67% increase, ranking second in the sector [1] - Ruifeng Technology (002066) closed at 13.10 CNY per share, with a 6.24% increase, ranking third [1] - Conversely, Filinger (603226) led the decline with a closing price of 21.12 CNY per share, down 5.92% [1] - Senying Windows (301227) closed at 35.04 CNY per share, down 4.45%, ranking second in losses [1] - Wanli Stone (002785) closed at 29.28 CNY per share, down 3.87%, ranking third in losses [1] Group 2: Industry Insights - According to Guojin Securities, the real estate sector has seen significant declines in key indicators over the past four years, yet overall housing demand has not decreased significantly [1] - There is a noticeable shift in demand from new homes to second-hand homes, with second-hand home activity surpassing that of new homes this year [1] - As the home renovation era begins, the main driver of building materials demand is expected to shift towards renovations, with stable medium to long-term growth anticipated [1] - Continued recommendations are made for leading paint companies and those in the building materials sector that have a high retail proportion or are successfully transitioning to retail [1]

Core Points - The announcement details a passive dilution of the shareholding percentage of the major shareholder, China Building Materials Science Research Institute Co., Ltd., from 40.13% to 39.46% due to the implementation of a stock incentive plan [1][2] - The total share capital of the company increased as a result of the stock incentive plan, which was completed on July 14, 2025, without any change in the number of shares held by the major shareholder [1][3] - The dilution of 0.67% triggered a crossing of the 1% and 5% thresholds for the shareholder's ownership percentage [1][2] Shareholder Information - The major shareholder, China Building Materials Science Research Institute Co., Ltd., is located in Chaoyang District, Beijing, and is confirmed as the controlling shareholder [1][2] - The shareholder's equity change occurred on July 14, 2025, due to the stock incentive plan implementation [1][3] Compliance and Legal Aspects - The changes do not violate any laws or regulations, including the Securities Law and the Management Measures for the Acquisition of Listed Companies [3] - The company confirms that there are no commitments or plans that this change is fulfilling, and it does not involve any prohibited voting rights [3]

证券代码：002066 证券简称：瑞泰科技 公告编号：2025-039 瑞泰科技股份有限公司 关于持股5%以上股东持股比例被动稀释 触及1%及5%整数倍的权益变动公告 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： 1、本次权益变动系瑞泰科技股份有限公司（以下简称"公司"）实施限制性 股票激励计划导致公司总股本增加，控股股东中国建筑材料科学研究总院有限公 司的持股比例由 40.13%被动稀释至 39.46%，触及跨越 1%及 5%的整数倍，不涉 及持股数量发生变化的情形。 2、本次权益变动不触及要约收购，不会导致公司控股股东、实际控制人发 生变化，亦不会对公司治理结构及持续经营产生影响。 公司实施限制性股票激励计划，授予登记已完成，定向增发股份已于 2025 年 7 月 14 日上市，具体内容详见 2025 年 7 月 11 日刊登在巨潮资讯网 （http://www.cninfo.com.cn）上的《关于 2024 年限制性股票激励计划授予登记完 成的公告》（公告编号：2025-037）。本次股权激励计划实施完成前公司总股本为 231,000,0 ...

证券代码：002066 证券简称：瑞泰科技 公告编号：2025-038 瑞泰科技股份有限公司 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。 特别提示： 一、会议召开和出席情况 《瑞泰科技股份有限公司关于召开公司 2025 年第二次临时股东会的通知》 （公告编号：2025-035）已于 2025 年 6 月 25 日在《中国证券报》、《证券日报》 和巨潮资讯网（www.cninfo.com.cn）上公告。 （1）现场会议时间：2025 年 7 月 10 日（星期四）14:00。 （2）网络投票时间： 通过深圳证券交易所交易系统进行网络投票的具体时间为 2025 年 7 月 10 日 9:15-9:25，9:30－11:30，13:00－15:00；通过深圳证券交易所互联网投票系统 开始投票的时间为 2025 年 7 月 10 日上午 9:15 至下午 15:00 期间的任意时间。 等有关法律、法规及《公司章程》的有关规定，会议合法有效。 了本次会议。 二、提案审议表决情况 本次股东会以现场投票和网络投票相结合的方式进行表决，具体表决情况如 下： 参加本次股东会 ...

Core Points - The company has completed the registration of the 2024 restricted stock incentive plan, following the relevant approval procedures and regulations [1][3][4] - A total of 390.70 million shares of restricted stock have been granted to 75 individuals, with a grant price of 6.23 yuan per share [3][4][14] - The incentive plan will be effective for a maximum of 72 months, with the restricted stocks being released in three batches over 24, 36, and 48 months [4][7][8] Approval Process - The incentive plan has undergone necessary approvals, including a review by the board and the supervisory committee, with related proposals being passed [1][3] - The plan received approval from the State-owned Assets Supervision and Administration Commission of the State Council [3] Grant Details - The grant date for the restricted stocks is May 29, 2025, and the listing date is July 14, 2025 [3][13] - The total number of restricted stocks granted was adjusted from 462.00 million to 390.70 million due to voluntary withdrawals by some participants [12] Performance Conditions - The release of restricted stocks is contingent upon meeting specific performance targets over the 2025-2027 accounting years, including net asset return rates and profit growth rates [7][8][9] - The performance targets include a minimum net asset return rate of 7.5% for 2025 and a compound profit growth rate of at least 8.37% [7][8] Financial Impact - The issuance of restricted stocks will dilute the earnings per share, with an estimated fully diluted EPS of 0.2427 yuan for 2024 [14] - The company will account for the costs associated with the stock grants in accordance with accounting standards, impacting financial results over the years [14]