本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 近日，易普力股份有限公司（以下简称"公司"）董事会收到非独立董事曾德坤 先生的书面辞职报告。因已到法定退休年龄，曾德坤先生申请辞去公司第七届董事会 董事、公司副董事长职务。辞职后，曾德坤先生将不再担任公司任何职务。截至本公 告披露日，曾德坤先生未直接或间接持有公司股份。 曾德坤先生原定任期自董事会聘任之日（2023年3月16日）至第七届董事会届满 （2026年3月15日）。根据《中华人民共和国公司法》《公司章程》等相关规定，曾 德坤先生的辞职未导致公司董事会成员人数低于法定最低人数，不会影响公司董事会 的正常运行，其辞职报告自送达公司董事会之日起生效。公司将按照相关规定，尽快 完成董事的补选工作。 曾德坤先生在担任公司董事、副董事长期间，恪尽职守、勤勉尽责，对公司规范 运作和高质量发展发挥了重要作用。公司及公司董事会对曾德坤先生任职期间为公司 作出的重要贡献表示衷心感谢！ 证券代码：002096 证券简称：易普力 公告编号：2025-041 易普力股份有限公司 关于非独立董事退休离任的公告 易普力股份有限公司董事 ...

Group 1 - The core viewpoint of the article highlights that Yipuli's industrial explosives sales are primarily determined by market principles, with pricing influenced by supply and demand dynamics and competition [2] - The company reports that its blasting service revenue accounts for over 75% of total income, indicating a strong reliance on this segment [2] - In the first half of 2025, the company's industrial explosives gross margin reached 34.5%, reflecting a year-on-year increase of 0.83 percentage points [2] Group 2 - Yipuli plans to leverage its centralized procurement advantages and enhance cost control measures to further improve profitability [2]

Group 1 - The core viewpoint of the article highlights that Yipuli has secured a total of 7.991 billion yuan in new or ongoing blasting service contracts for the first half of 2025 [2] - The company has established a production capacity of 30,000 tons of mixed explosives in Tibet, primarily serving the Jilong Copper Mine project [2] - The demand for blasting services is expected to increase significantly with the commencement of the second phase expansion project of Jilong, positively impacting the company's order growth [2]

Group 1 - The core viewpoint of the article highlights that Yipuli has seen an increase in institutional investor confidence, as evidenced by the rising proportion of shares held by institutional shareholders [2] - As of September 10, the total number of registered shareholders for the company is approximately 36,000 [2] - The company aims to continuously improve its management practices to enhance its value and reward the trust and support of its investors [2]

Group 1 - The company, Yipuli, has completed the restructuring with Nanling Minexplosion, achieving significant results in internal resource integration and business synergy [2] - The integration has led to the creation of a more competitive integrated civil explosives enterprise [2]

Group 1 - The company has made progress in technology reserves in the field of low-altitude economy, specifically in drone blasting [2] - The company has applied digital technology in drone blasting operations, utilizing infrared thermal imaging scanners and 3D laser scanning systems, along with self-developed eblast 3D blasting design software to enhance reliability and accuracy in blasting design [2] - The company collaborates with key research institutions such as the National Key Laboratory of Fine Blasting and Wuhan University of Technology, focusing on industry technology frontiers and promoting green, digital, and intelligent production in open-pit mining [2]

Group 1 - The company aims to achieve a market share of over 25% in the electronic detonator sector following the complete exit of traditional detonators [2] - The current production capacity for electronic detonators is 75.5 million units per year, positioning the company among the industry leaders [2] - The company is actively upgrading its industrial digital electronic detonator production lines to be less (or fully) automated, aligning with the industry's high-quality development direction [2] Group 2 - The company has developed coal mine-approved electronic detonators and production line technologies that meet international advanced standards, maintaining strong competitiveness and market influence in the electronic detonator field [2] - The company plans to leverage its technological, production, and supply chain advantages in the civil explosives industry to seize development opportunities and continuously increase its market share in the electronic detonator business [2]

Core Viewpoint - The company has made significant advancements in drone blasting technology, integrating various high-tech equipment to enhance the reliability and accuracy of blasting design [1] Group 1: Technological Developments - The company has developed a certain level of technological reserves in the field of drone blasting [1] - Drones equipped with infrared thermal imaging scanners and 3D laser scanning systems are being utilized in blasting operations [1] - The company has created its own eblast 3D blasting design software, which allows for real-time geographic information collection [1] Group 2: Collaborative Efforts - The company is engaged in industry-academia-research collaborations with key institutions such as the National Key Laboratory of Fine Blasting and Wuhan University of Technology [1] - The focus of these collaborations includes enhancing talent exchange, tackling major research projects, and incubating technological achievements [1]

Group 1: Company Strategy and Goals - The company aims to accelerate the construction of a world-class green blasting and smart mining service provider during the "14th Five-Year Plan" period, focusing on technological innovation, safety, and value creation [3] - The core driving factors for the development of the blasting industry include stable mining output and large infrastructure projects supported by government policies [4] - The company plans to leverage its relationship with China Energy Engineering Group to enhance its blasting business and expand into international markets [5] Group 2: Market Expansion and International Strategy - The company is focusing on international markets in Africa, Asia-Pacific, and South America, aiming to enhance its competitiveness and brand influence [5] - The company is committed to the "Belt and Road" initiative, aligning its international engineering contracting and investment strategies with global mining market demands [5] Group 3: Industry Position and Future Outlook - The company is positioned as a leader in the civil explosives industry and aims to maintain its top-tier status while exploring new strategic industries [5] - The company anticipates continued demand for blasting services in the Xinjiang region due to coal production capacity expansion [6] - The company is focused on optimizing its structure to ensure steady and high-quality growth in its Xinjiang operations [6] Group 4: Corporate Governance and Innovation - The company is undergoing market-oriented reforms supported by the State-owned Assets Supervision and Administration Commission, enhancing its competitive vitality [4] - The company is exploring strategic emerging industries while maintaining its core focus on the civil explosives industry [5]

Investment Rating - The report maintains a "Positive" rating for the chemical industry [6][12]. 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 to remain at 2.8%, with stable oil demand, although the growth rate may slow due to tariff policies [6][7]. - The expectation of a Federal Reserve interest rate cut is likely to boost demand during the peak season of September and October. Additionally, the leakage incident of GFL R32 in India may enhance China's export opportunities [6][12]. - The report highlights the ongoing investigation into anti-dumping practices against imported semiconductor chips from the U.S., which may benefit domestic semiconductor materials [6][12]. Summary by Sections Macroeconomic Analysis - Oil supply is expected to increase significantly, driven by non-OPEC production, while demand remains stable despite potential slowdowns due to tariffs. Geopolitical factors, including U.S.-China tariff relief and the Russia-Ukraine situation, are influencing oil prices [6][7]. - Coal prices are anticipated to stabilize at a low level, and natural gas export facilities in the U.S. may accelerate, leading to lower import costs [6][7]. Chemical Sector Configuration - The report suggests a strategic focus on four areas: textile and apparel chain, agricultural chemicals, export chain, and sectors benefiting from "de-involution" policies. Specific companies are recommended for investment based on their market positions and growth potential [6][12]. Key Material Focus - Emphasis is placed on the importance of self-sufficiency in key materials, particularly in semiconductor and panel materials, with specific companies highlighted for their potential in these sectors [6][12]. Price Trends - Recent data indicates fluctuations in various chemical prices, with PTA prices down by 0.3% and MEG down by 2.0%. The report notes that the overall industrial product PPI has shown a year-on-year decline of 2.9% [12][13][16]. Company Valuations - A detailed valuation table is provided, showcasing various companies in the agricultural chemicals and chemical sectors, with ratings ranging from "Buy" to "Increase" based on their market performance and projected earnings [20].