证券日报网讯大东南（002263）9月1日在互动平台回答投资者提问时表示，公司子公司宁波万象积极延 伸产业链，布局镀膜及电容器下游，提升产品附加值。后续将根据市场变化，积极调整布局和研发新技 术，确保电容膜行业的优势地位。 ...

Group 1 - The company has been focusing on the production and research of thin film business in recent years [1] - The company is enhancing its core competitiveness and improving operational performance through horizontal technological upgrades and vertical industry chain extensions [1] - The company is developing specialty films to increase product added value [1]

Core Viewpoint - The company Dazhong Southeast (002263) reported a high capacity utilization rate of 96.67% for its subsidiary Ningbo Wanshang BOPP capacitor film in the 2024 annual report [1] Group 1 - The capacity utilization rate of Ningbo Wanshang BOPP capacitor film is 96.67% [1] - The downstream customer base is relatively stable [1] - The company is involved in the military sector, which involves confidentiality and cannot disclose further details [1]

商业模式：公司业绩主要依靠研发驱动。需要仔细研究这类驱动力背后的实际情况。 据证券之星公开数据整理，近期大东南（002263）发布2025年中报。截至本报告期末，公司营业总收入 6.37亿元，同比下降1.46%，归母净利润794.01万元，同比上升151.81%。按单季度数据看，第二季度营 业总收入3.25亿元，同比下降2.84%，第二季度归母净利润328.13万元，同比上升151.21%。本报告期大 东南盈利能力上升，毛利率同比增幅29.5%，净利率同比增幅152.58%。 本次财报公布的各项数据指标表现一般。其中，毛利率13.84%，同比增29.5%，净利率1.25%，同比增 152.58%，销售费用、管理费用、财务费用总计3241.0万元，三费占营收比5.09%，同比增8.86%，每股 净资产1.47元，同比增1.53%，每股经营性现金流-0.02元，同比减59.84%，每股收益0.0元，同比增 151.22% 证券之星价投圈财报分析工具显示： 业务评价：去年的净利率为1.38%，算上全部成本后，公司产品或服务的附加值不高。从历史年报数据 统计来看，公司近10年来中位数ROIC为1.18%，中位投资回报 ...

Group 1 - The company has proposed amendments to its Articles of Association, which include the addition and deletion of certain clauses, and the subsequent clauses will be renumbered accordingly [1] - The revised Articles of Association will be submitted for approval at the upcoming shareholders' meeting, and the board of directors has requested authorization for the management to handle the filing and related matters [1][2] - The changes will be subject to final approval by the relevant administrative authorities [1] Group 2 - The company announced a provision for asset impairment totaling 16,672,870.05 yuan for the first half of 2025, reflecting a cautious approach to financial reporting [3][4] - The impairment includes a provision for bad debts on receivables, with specific amounts for notes receivable, accounts receivable, and other receivables [4] - The company also recognized an inventory impairment provision of 16,111,416.25 yuan based on the lower of cost or net realizable value [6] Group 3 - The board's audit committee reviewed the reasonableness of the asset impairment provisions and concluded that they comply with accounting standards and accurately reflect the company's financial condition [8] - The total impact of the impairment provisions on the company's consolidated profit and equity for the reporting period is 16,672,870.05 yuan, excluding tax effects [7] - The provisions for impairment do not require approval from the board or shareholders, as they fulfill disclosure obligations [7] Group 4 - The company has scheduled its first extraordinary shareholders' meeting for 2025 on September 15, 2025, to discuss various proposals [10][11] - The meeting will be conducted both in-person and via online voting, allowing shareholders to participate remotely [14] - Shareholders must register to attend the meeting, with specific procedures outlined for both individual and institutional shareholders [18][19]

证券日报网讯 8月29日晚间，大东南发布公告称，公司第八届董事会任期即将届满，进行董事会换届选 举。经控股股东提名，董事会提名委员会审查，选举骆平先生、沈亚平先生、王江平先生为第九届董事 会非独立董事候选人；选举汤颖梅女士、周建荣先生、严治邦先生为独立董事候选人。本次选举将提交 2025年第一次临时股东大会审议，独立董事候选人任职资格须经深交所审查无异议。 （编辑 李家琪） ...

证券日报网讯 8月29日晚间，大东南发布公告称，公司第八届监事会第十三次会议审议通过了《关于修 订并调整公司内部监督机构的议案》等多项议案。 （文章来源：证券日报） ...

Group 1 - The company reported a revenue of 636,658,955.06 yuan for the first half of 2025, representing a year-on-year decrease of 1.46% [2] - The net profit attributable to shareholders of the listed company was 7,940,074.24 yuan, showing a significant year-on-year increase of 151.81% [2]

Group 1 - The company announced the approval of multiple proposals during the 13th meeting of the 8th Board of Directors, including the election of independent directors for the 9th Board of Directors [2]

Group 1 - The company Dazhongnan (002263) reported a revenue of 637 million yuan for the first half of 2025, representing a year-on-year decrease of 1.46% [2] - The net profit attributable to shareholders of the listed company was 7.94 million yuan, showing a significant year-on-year increase of 151.81% [2] - The basic earnings per share were 0.0042 yuan, which is an increase of 151.22% compared to the previous year [2]