Core Viewpoint - The Chinese rubber machinery industry has entered a high-level adjustment period after experiencing rapid growth in 2024, characterized by slight revenue growth, declining profits, and significant export increases [1] Revenue Growth - The rubber machinery industry achieved a slight revenue increase of 6.5% in the first half of the year, with total sales revenue reaching 58.1 billion yuan among 19 major enterprises, translating to an estimated industry total of 85 billion yuan, reflecting a growth rate of 5.2% [2][3] - The growth in revenue is primarily driven by orders carried over from 2024, but the overall growth rate has significantly slowed compared to previous years [2] Profit Decline - The industry is facing a notable decline in profitability, with many leading companies experiencing either revenue growth without profit increase or declines in both revenue and profit [4] - For instance, Soft Control Co. reported a revenue of 38.81 billion yuan, a year-on-year increase of 20.33%, but its net profit fell by 23.84% [4] - The decline in profits is attributed to intensified competition, changes in U.S. tariff policies, and exchange rate fluctuations, with Soft Control facing a foreign exchange loss of 11.75 million yuan, an increase of 45% year-on-year [4][5] Export Growth - The export market has emerged as a significant highlight for the industry, with export delivery value reaching 27.1 billion yuan, a year-on-year increase of 76.7%, contributing to an estimated total export revenue of 5.1 billion USD, up 72.9% [6] - Exports now account for 45.9% of the industry's total sales revenue, an increase of 14.6 percentage points from the previous year, indicating that foreign orders are becoming the core driver of industry growth [6] - Companies like Soft Control, Dalian Rubber Plastic Machinery, and Tianjin Sai Xiang have shown strong export performance, with Soft Control's foreign business revenue reaching 12.08 billion yuan, a growth of 78.75% [6] Market Dynamics - The export market is diversifying, with increased orders from Europe, America, and Africa, reflecting a shift in global tire production capacity [6] - The industry is expected to maintain an export growth rate of over 20% in 2025, which will help mitigate domestic adjustment pressures [6][7]

Group 1 - The latest stock price of the company is 8.80 yuan, with an increase of 0.03 yuan compared to the previous trading day [1] - The stock reached a high of 8.95 yuan and a low of 8.75 yuan during the trading session, with a trading volume of 495,600 hands and a transaction amount of 438 million yuan [1] - The company is primarily engaged in the research, development, production, and sales of rubber machinery, covering key equipment for the entire tire production process [1] Group 2 - The company announced a cash dividend distribution plan for the first half of 2025, proposing to distribute 0.50 yuan in cash for every 10 shares to all shareholders [1] - An increase in inventory is attributed to the growth in orders for the lithium battery business and the main business [1] - Data on capital flow indicates a net outflow of 21.47 million yuan from main funds on that day, with a cumulative net outflow of 112 million yuan over the past five trading days [1]

Core Viewpoint - The company has approved a cash dividend distribution plan for the first half of 2025, with a payout of RMB 0.50 per 10 shares, totaling approximately RMB 50.97 million [1][2][3] Dividend Distribution Plan - The approved plan involves a cash dividend of RMB 0.50 per 10 shares (including tax) to all shareholders, based on a total share capital of 1,019,490,531 shares as of August 10, 2025 [1][2] - The distribution will not include bonus shares or capital reserves, and adjustments will be made if the total share capital changes due to share buybacks or other reasons [1][2] Key Dates - The record date for the dividend distribution is set for September 2, 2025, and the ex-dividend date is September 3, 2025 [2][3] Eligible Shareholders - The dividend will be distributed to all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shenzhen Branch, as of the record date [3] Distribution Method - Cash dividends will be directly credited to shareholders' accounts through their securities companies or other custodians on the ex-dividend date [3] Adjustments to Incentive Plans - Following the dividend distribution, the company will adjust the exercise prices and quantities related to its stock option and restricted stock incentive plans according to relevant regulations [3]

Core Viewpoint - The company announced a cash dividend distribution plan for the first half of 2025, indicating a commitment to returning value to shareholders [2] Summary by Relevant Sections - **Dividend Distribution**: The company will distribute a cash dividend of RMB 0.50 per 10 shares (including tax) to all shareholders, based on the total share capital [2] - **Key Dates**: The record date for the dividend is set for September 2, 2025, and the ex-dividend date is September 3, 2025 [2]

Group 1 - The core viewpoint of the article is that Soft Control Co., Ltd. has experienced an increase in inventory year-on-year, primarily due to growth in its lithium battery business and an increase in orders compared to the previous year [1] - The losses in Panjin and Fushun are attributed to the payment of consumption tax, prompting the company to adjust its production processes to reduce the output of taxable products, which is expected to lessen the impact on profits in the future [1]

证券代码：002073 证券简称：软控股份 公告编号：2025-044 软控股份有限公司 2025 年半年度权益分派实施公告 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。 公司2025年半年度权益分派方案已获2025年8月18日召开的第九届董事会第 三次会议审议通过，因公司2024年年度股东会已授权董事会进行中期分红安排， 故无需提交股东会审议。现将权益分派事宜公告如下： 一、董事会审议通过利润分配方案情况 1、本次利润分配方案已经公司2025年8月18日召开的第九届董事会第三次会 议审议通过，具体内容为：以实施权益分派股权登记日的公司总股本为基数，向 全体股东以每10股派发现金红利人民币0.50元(含税)，送红股0股（含税），不 以公积金转增股本，以2025年8月10日总股本1,019,490,531进行测算，本次预计 共派发现金红利50,974,526.55元（含税）。如在利润分配方案披露之日起至权 益分派实施股权登记日期间，因股份回购、股权激励行权等原因导致公司可参与 权益分派的总股本发生变化的，公司将按照每股分配金额不变的原则，相应调整 分配总额。 ...

Group 1 - The stock price of the company is reported at 8.92 yuan, down 0.20 yuan from the previous trading day, with a decline of 2.19% [1] - The company specializes in rubber machinery manufacturing and is a global leader in providing comprehensive solutions for tire production, with products covering the entire lifecycle of tire manufacturing and operations in over 60 countries [1] - In the first half of 2025, the company achieved operating revenue of 3.881 billion yuan, a year-on-year increase of 20.33% [1] Group 2 - The net profit attributable to shareholders in the first half of 2025 was 146 million yuan, a year-on-year decrease of 23.84% [1] - The decline in net profit is primarily attributed to exchange rate fluctuations, with an exchange loss of 11.746 million yuan reported in the first half of the year [1] - The company has adjusted its production processes and expects to reduce consumption tax expenses by 1 to 2 million yuan per month in the future [1] Group 3 - On August 20, the net outflow of main funds was 63.3812 million yuan, with a cumulative net outflow of 86.5175 million yuan over the past five days [2]

Core Viewpoint - The company, Ruankong Co., Ltd., reported a significant increase in revenue for the first half of 2025, but faced a decline in net profit due to various challenges, including foreign exchange losses and rising costs [1][2][3] Revenue Performance - In the first half of 2025, the company achieved a revenue of 3.881 billion yuan, representing a year-on-year growth of 20.33% [1][2] - The manufacturing and installation sector contributed the majority of revenue, amounting to 3.771 billion yuan, with a growth of 20.86% [2] - The overseas business revenue surged by 78.75% to 1.208 billion yuan, increasing its share of total revenue from 20.96% to 31.14% [2][3] Profitability Challenges - The company's net profit attributable to shareholders fell by 23.84% to 146 million yuan, with a non-recurring net profit of 131 million yuan, down 21.19% [1][3] - Foreign exchange losses significantly impacted profitability, with financial expenses related to exchange losses amounting to 11.746 million yuan, compared to a gain of 2.847 million yuan in the previous year [3] Cash Flow and Financial Health - The net cash flow from operating activities dropped by 60.37% to 102 million yuan, primarily due to increased procurement associated with business growth [4][5] - Accounts receivable rose to 1.366 billion yuan, a 31.73% increase from the end of the previous year, indicating pressure on cash flow [5] - Inventory levels increased by 15.06% to 7.996 billion yuan, reflecting significant capital tied up in unsold products [6]

Group 1 - The company, Soft Control Co., Ltd. (002073), reported that as of August 10, it had 66,528 shareholders [1]

人民财讯8月20日电，软控股份8月20日在互动平台表示，2025年半年报中消费税涉及到抚顺和盘锦两公 司的粗戊烯等相关产品，公司已经对生产工艺进行调整，减少应税产品产出，后期每个月将产生约1—2 百万左右的消费税，降低对利润的影响。 转自：证券时报 ...