易普力最新一期业绩显示，截至2025一季报，公司营业总收入20.10亿元、同比增长13.18%，归属净利 润1.65亿元，同比增长22.54%，扣非净利润1.58亿元，同比增长20.54%，流动比率2.253、速动比率 2.090、资产负债率31.90%。 天眼查商业履历信息显示，易普力股份有限公司，成立于2001年，位于长沙市，是一家以从事专用设备 制造业为主的企业。企业注册资本124044.077万人民币，实缴资本4375.56万人民币。公司法定代表人为 付军。 金融界消息 截至2025年8月19日收盘，易普力（002096）报收于14.04元，上涨0.65%，换手率2.01%， 成交量14.10万手，成交金额1.98亿元。 资金流向方面，今日主力资金净流入1147.98万元，占比成交额5.81%。其中，超大单净流入195.73万 元、占成交额0.99%，大单净流入952.25万元、占成交额4.82%，中单净流出流出1119.38万元、占成交 额5.66%，小单净流出28.60万元、占成交额0.14%。 通过天眼查大数据分析，易普力股份有限公司共对外投资了28家企业，参与招投标项目140次，知识产 权方面 ...

Investment Rating - The report maintains a positive outlook on the chemical industry, particularly focusing on heat dissipation materials and helium gas from Russia, as well as incidents affecting Zhongkun Chemical [3][4]. Core Insights - The macroeconomic judgment indicates that non-OPEC countries are expected to lead an increase in oil production, with a significant overall supply growth anticipated. Global GDP growth is projected at 2.8%, with stable oil demand despite some slowdown due to tariffs [3][4]. - The trend towards liquid cooling in AI servers is highlighted, with significant power requirements leading to increased demand for specialized cooling materials. The report suggests monitoring companies like Bayi Shikong, New Era, Dongyangguang, Yonghe Co., and Juhua Co. [3][4]. - Recent incidents affecting helium supply in Russia and a fire at Zhongkun Biotech are expected to positively impact the helium supply-demand balance, with recommendations to focus on companies like Guanggang Gas, Huate Gas, and Jinhong Gas [3][4]. Summary by Sections Industry Dynamics - Oil supply is expected to increase significantly, with non-OPEC countries leading the way. Global oil demand remains stable, but growth may slow due to tariff impacts. Coal prices are expected to stabilize at low levels, while natural gas export facilities in the U.S. may reduce import costs [4][5]. Chemical Sector Configuration - The report notes a decrease in oil prices and an increase in coal prices, with industrial product PPI showing a year-on-year decline of 3.6%. Manufacturing PMI recorded at 49.3%, indicating a slight contraction in manufacturing activity [3][5]. Investment Analysis - Traditional cyclical investments should focus on leading companies in their respective sectors, including Wanhu Chemical, Hualu Hengsheng, and Baofeng Energy. Growth sectors include semiconductor materials and OLED panel materials, with specific companies highlighted for their potential [3][4][17].

Core Insights - The stock price of Yipuli (002096) closed at 13.93 yuan on August 15, 2025, with a slight increase of 0.51% and a turnover rate of 1.31% [1] - The company reported a total revenue of 2.01 billion yuan for Q1 2025, reflecting a year-on-year growth of 13.18%, and a net profit of 165 million yuan, up 22.54% year-on-year [1] Financial Performance - Total revenue for Q1 2025: 20.10 billion yuan, up 13.18% year-on-year [1] - Net profit: 1.65 billion yuan, up 22.54% year-on-year [1] - Non-recurring net profit: 1.58 billion yuan, up 20.54% year-on-year [1] - Current ratio: 2.253 [1] - Quick ratio: 2.090 [1] - Debt-to-asset ratio: 31.90% [1] Market Activity - Main capital outflow on the reporting day was 12.80 million yuan, accounting for 10.05% of the total transaction amount [1] - Large orders saw a net outflow of 9.09 million yuan, representing 7.14% of the transaction amount [1] - Small orders had a net inflow of 2.01 million yuan, making up 15.78% of the transaction amount [1] Company Background - Yipuli Co., Ltd. was established in 2001 and is based in Changsha, primarily engaged in the manufacturing of specialized equipment [2] - The company has invested in 28 enterprises and participated in 139 bidding projects [2] - It holds 19 trademark registrations and 70 patents, along with 8 administrative licenses [2]

证券日报网讯 易普力8月15日在互动平台回答投资者提问时表示，公司目前管理的工业炸药总产能为 62.55万吨，其中混装炸药产能32.35万吨，占比超50%，能够有效满足项目需求。公司将持续优化产能 调度，提升产能利用率和资源协同，进一步夯实市场服务能力。具体经营情况请以公司披露的定期报告 及相关公告为准。 （编辑 王雪儿） ...

Group 1 - The company currently manages a total industrial explosive production capacity of 625,500 tons [2] - The mixed explosives production capacity is 323,500 tons, accounting for over 50% of the total capacity, effectively meeting project demands [2] - The company will continue to optimize production scheduling to enhance capacity utilization and resource synergy, further solidifying its market service capabilities [2]

Core Viewpoint - The company currently manages a total industrial explosive production capacity of 625,500 tons, with a mixed explosive capacity of 323,500 tons, which accounts for over 50% of the total capacity, effectively meeting project demands [1] Group 1 - The company is focused on optimizing production scheduling to enhance capacity utilization and resource synergy [1] - The company emphasizes its commitment to strengthening market service capabilities [1] - The company advises stakeholders to refer to its periodic reports and related announcements for specific operational details [1]

Core Viewpoint - The company Yipuli (002096) is actively expanding its presence in the Xinjiang market by applying on-site mixed explosives technology in local mining operations [1] Group 1: Company Overview - Yipuli's Xinjiang subsidiary is the first in the region to hold both "operational blasting unit" Class I and "mining engineering construction general contracting" Class I qualifications, making it a dual-class qualified civil explosives enterprise [1] - The company has been deeply engaged in Xinjiang for nearly twenty years, establishing itself as a leading provider in the region's mining industry, offering a full range of services including mixed explosives production, blasting construction, civil explosive material sales and distribution, mining engineering construction contracting, and smart and green mining development [1] Group 2: Production Capacity - Yipuli possesses an industrial explosive production capacity of 112,000 tons [1]

Core Viewpoint - The company is actively expanding its presence in the Xinjiang market by applying on-site mixed explosives technology in local mining operations [1] Company Overview - The company's Xinjiang branch is the first in the region to possess both "operational blasting work unit" first-class and "mining engineering construction general contracting" first-class qualifications, making it a dual-class qualified civil explosive enterprise [1] - With nearly 20 years of experience in Xinjiang, the company has established itself as a leading service provider in the region, offering a full industrial chain that includes mixed explosives production, blasting construction, civil explosive material sales and distribution, mining engineering construction contracting, and intelligent and green mining development [1] - The company has an industrial explosive production capacity of 112,000 tons [1]

Core Points - Eplu (002096) announced the resignation of independent director Li Xibing from the seventh board of directors and his positions in the strategy committee and the remuneration and assessment committee [1] Group 1 - The company received a written resignation letter from independent director Li Xibing [1] - Following his resignation, Li Xibing will no longer hold any position within the company [1]

Core Points - Li Xibing has submitted his resignation as an independent director and member of the strategic and remuneration committees of Yipuli Co., Ltd [1][2] - Following his resignation, the number of independent directors will fall below one-third of the board members, necessitating a new appointment [1] - The company will expedite the process of electing a new independent director in accordance with relevant regulations [1] Summary by Sections - **Resignation Announcement** - Li Xibing has resigned from his position as an independent director and committee member [1] - He will no longer hold any position within the company after his resignation [1] - **Impact on Board Composition** - The resignation will result in the independent director count being less than one-third of the total board members [1] - The effectiveness of the resignation is contingent upon the appointment of a new independent director or achieving the required independent director count [1] - **Company's Acknowledgment** - The company expresses gratitude for Li Xibing's contributions during his tenure, highlighting his diligence and objectivity [2]