Group 1 - The company reported a revenue of 4.296 billion yuan for the first half of 2025, representing a year-on-year decline of 12.56% [1] - The net loss attributable to shareholders was 115 million yuan, compared to a net loss of 54.48 million yuan in the same period last year [1] - The company plans not to distribute cash dividends, issue bonus shares, or convert reserves into share capital [1]

江西黑猫炭黑股份有限公司 2025 年半年度报告全文 江西黑猫炭黑股份有限公司 2025 年半年度报告 2025 年 08 月 江西黑猫炭黑股份有限公司 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。 公司负责人魏明、主管会计工作负责人汪晓芳及会计机构负责人（会计 主管人员）万阿珍声明：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。 1 | | | | 第一节 | 重要提示、目录和释义 | 1 | | --- | --- | --- | | 第二节 | 公司简介和主要财务指标 | 5 | | 第三节 | 管理层讨论与分析 | 8 | | 第九节 | 其他报送数据 121 | | 江西黑猫炭黑股份有限公司 2025 年半年度报告全文 备查文件目录 1、载有公司法定代表人、主管会计工作负责人、会计机构负责人签名并盖章的财务报表； 本报告中所涉及的未来计划等前瞻性陈述不构成公司对投资者的实质承 诺，请投 ...

Core Viewpoint - The company plans to invest 38.26 million yuan in a new raw gas supporting transformation project to enhance production efficiency and promote circular economy development [1] Investment Details - The total investment for the project is 38.26 million yuan [1] - The project will be located in Jining New Materials Park, Jining City, Shandong Province [1] - The construction includes a continuous raw gas supporting production line with a processing capacity of 25,000 tons per year and a new intelligent warehouse [1] Objectives of the Investment - The investment aims to strengthen the advantages of the production base [1] - It seeks to reduce carbon black production costs [1] - The project is expected to improve comprehensive utilization efficiency [1]

黑猫股份公告，2025年上半年营业收入42.96亿元，同比下降12.56%。归属于上市公司股东的净亏损 1.15亿元，上年同期为净亏损5448.36万元。公司计划不派发现金红利，不送红股，不以公积金转增股 本。 ...

Group 1 - The rubber sector experienced a rise of 2.15% on August 22, with Zhen'an Technology leading the gains [1] - The Shanghai Composite Index closed at 3825.76, up 1.45%, while the Shenzhen Component Index closed at 12166.06, up 2.07% [1] - Zhen'an Technology's stock price increased by 19.98% to 25.34, with a trading volume of 498,100 shares and a transaction value of 1.167 billion yuan [1] Group 2 - The rubber sector saw a net inflow of 118 million yuan from main funds, while retail investors experienced a net outflow of 16.9879 million yuan [2] - The trading performance of other notable stocks in the rubber sector included Tian Tie Technology, which rose by 9.95% to 8.84, and Kechuang New Source, which increased by 3.08% to 49.91 [1][2] - The overall trading volume and transaction values for various stocks in the rubber sector indicate active market participation, with significant movements in stock prices [1][2]

Market Overview - The rubber sector increased by 0.77% on August 20, with Sanwei Equipment leading the gains [1] - The Shanghai Composite Index closed at 3766.21, up 1.04%, while the Shenzhen Component Index closed at 11926.74, up 0.89% [1] Key Stocks Performance - Sanwei Equipment (831834) closed at 15.61, up 4.14% with a trading volume of 49,600 shares and a transaction value of 75.40 million [1] - Heimao Co. (002068) closed at 11.93, up 3.29% with a trading volume of 316,500 shares and a transaction value of 372 million [1] - Tongcheng New Materials (603650) closed at 35.60, up 2.68% with a trading volume of 138,600 shares [1] - Fengmao Co. (301459) closed at 48.71, up 1.88% with a trading volume of 38,200 shares [1] - Haida Co. (300320) closed at 11.11, up 1.65% with a trading volume of 176,100 shares [1] Fund Flow Analysis - The rubber sector experienced a net outflow of 61.14 million from institutional funds, while retail investors saw a net inflow of 70.50 million [2] - Major stocks like Tongcheng New Materials and Heimao Co. had significant institutional net inflows of 39.03 million and 35.15 million respectively [3] - Retail investors showed a net inflow in stocks like Double Arrow Co. (002381) with 537.81 million, indicating strong retail interest despite overall outflows [3]

Group 1 - The stock price of Heimao Co., Ltd. closed at 11.55 yuan on August 19, down 0.28 yuan, a decrease of 2.37% from the previous trading day [1] - The opening price on that day was 11.80 yuan, with a highest price of 11.88 yuan and a lowest price of 11.50 yuan, and the trading volume reached 265,526 hands with a transaction amount of 310 million yuan [1] - Heimao Co., Ltd. operates in the rubber products industry, focusing on the production and sales of carbon black products, and is involved in emerging fields such as PVDF concepts and solid-state batteries [1] Group 2 - On August 19, around 9:38 AM, Heimao Co., Ltd. experienced a rapid rebound, with a price increase of over 2% within 5 minutes, reaching a peak of 11.87 yuan, during which the transaction amount was 44.042 million yuan [1] - In terms of capital flow, on August 19, the net outflow of main funds was 10.3697 million yuan, accounting for 0.12% of the circulating market value; however, over the past five trading days, there has been an overall net inflow of 19.5631 million yuan, representing 0.23% of the circulating market value [1]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603033 | 三维股份 | 12.42 | -1.51% | 10.67万 | 1.33 乙 | | 001207 | 联科科技 | 26.15 | -0.57% | 4.86万 | 1.27亿 | | 002442 | 龙星科技 | 6.38 | -0.47% | 12.52万 | 8015.43万 | | 002753 | 永东股份 | 7.18 | -0.28% | 7.51万 | 5403.42万 | | 603650 | 彤程新材 | 35.08 | -0.11% | 16.57万 | 5.83亿 | | 002381 | 双箭股份 | 7.07 | 0.14% | 6.05万 | 4275.57万 | | 002068 | 黑猫股份 | 11.83 | 0.60% | 32.11万 | 3.75亿 | | 301300 | 远翔新材 | 42.19 | 0.60% | 2.09万 | 8768.90万 | | 301459 | 丰茂 ...

壹石通拉升涨超10%，山东章鼓、平安电工此前涨停，科达利、德福科技、黑猫股份等涨超5%。 (本文来自第一财经) ...

今日涨跌幅居前的概念板块 资金面上看，今日PVDF概念板块获主力资金净流入5.19亿元，其中，15股获主力资金净流入，6股主力 资金净流入超3000万元，净流入资金居首的是东阳光，今日主力资金净流入1.61亿元，净流入资金居前 的还有巨化股份、黑猫股份、多氟多等，主力资金分别净流入9142.39万元、4283.04万元、3498.11万 元。 资金流入比率方面，ST联创、东阳光、东峰集团等流入比率居前，主力资金净流入率分别为15.63%、 11.45%、10.59%。（数据宝） 截至8月15日收盘，PVDF概念上涨3.55%，位居概念板块涨幅第8，板块内，16股上涨，东阳光涨停， 金明精机、ST联创、黑猫股份等涨幅居前，分别上涨6.74%、5.78%、4.44%。 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | PEEK材料 | 5.31 | 兵装重组概念 | -1.89 | | 液冷服务器 | 4.47 | 芬太尼 | 0.10 | | PCB概念 | 4.28 | 超级品牌 | 0.34 | | 光刻胶 | 3.76 | 猪肉 | ...