上海普利特复合材料股份有限公司 2025 年半年度财务报告 上海普利特复合材料股份有限公司 2025 年半年度财务报告 上海普利特复合材料股份有限公司 2025 年半年度财务报告 （未经审计） 2025 年 8 月 1 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：上海普利特复合材料股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 1,037,179,907.57 | 953,474,801.16 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | | | | 衍生金融资产 | | 287,620.12 | | 应收票据 | 492,253,997.89 | 561,517,785.83 | | 应收账款 | 2,593,143,158.23 | 2,923,677,137.51 | | 应收款项融资 | 565,578,709.28 | 37 ...

证券代码：002324 证券简称：普利特 公告编号： 2025-049 公司于 2023 年 7 月向特定对象发行普通股（A 股）股票 96,084,327 股，募集资金总额 1,079,026,992.21 元。从募集资金总额中支付承销保荐费用（不含税）为 8,018,867.93 元，会计师、 律师等其他相关发行费用（不含税）金额为 2,232,876.77 元，扣除后实际募集资金净额为 1,068,775,247.51 元。 截至 2025 年 6 月 30 日，本次募集资金使用及余额情况具体如下： 单位：人民币万元 上海普利特复合材料股份有限公司 关于 2025 年半年度募集资金存放与使用情况的专项说明 根据中国证券监督管理委员会《上市公司监管指引第 2 号——上市公司募集资金管理和使用的 监管要求》、深圳证券交易所《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规范 运作》及相关格式指引等规定，上海普利特复合材料股份有限公司（以下简称"公司"）编制的 2025 年半年度的募集资金年度存放与使用情况的专项报告如下： 一、募集资金基本情况 （一）实际募集资金金额、资金到位时间 经中国证券监 ...

证券代码：002324 证券简称：普利特 公告编号：2025-048 上海普利特复合材料股份有限公司 1、上海普利特复合材料股份有限公司（下文简称"公司"）第六届监事会第三十次会议 的会议通知于2025年8月15日以通讯方式发出。 2、本次监事会于2025年8月21日在上海市青浦工业园区新业路558号本公司会议室，以现 场与视频会议表决方式召开。 3、本次监事会应出席监事3名，实出席监事3名。 4、本次监事会由监事会主席郭思斯女士主持。 5、本次监事会会议的召集、召开符合《公司法》等法律、法规和《公司章程》的规定。 二、监事会会议审议情况 与会各位监事对本次监事会会议议案逐项进行了认真审议，以现场与通讯表决方式进行了 表决，且通过了以下决议： 第六届监事会第三十次会议决议公告 本公司及监事会全体成员保证公告内容真实、准确和完整，不存在虚假记载、误导性陈述或者重大遗 漏。 一、监事会会议召开情况 《2025年半年度报告》及摘要详见公司指定信息披露媒体巨潮资讯网 (http://www.cninfo.com.cn）,《2025年半年度报告摘要》刊登于公司指定信息披露媒体 《证 券时报》。 2、会议以3票同意，0 ...

1、上海普利特复合材料股份有限公司（下文简称"公司"）第六届董事会第四十 一次会议的会议通知于2025年8月15日以通讯方式发出。 2、本次董事会于2025年8月21日在上海市青浦工业园区新业路558号本公司会议室， 以现场与视频会议表决方式召开。 3、本次董事会应到董事7名，实到董事7名。 4、董事长周文先生主持本次董事会。 5、本次董事会会议的召集、召开符合《公司法》等法律、法规和《公司章程》的 规定。 二、董事会会议审议情况 证券代码：002324 证券简称：普利特 公告编号：2025-047 上海普利特复合材料股份有限公司 第六届董事会第四十一次会议决议公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在虚假记载、误导性陈述或 者重大遗漏。 一、董事会会议召开情况 《 2025 年 半 年 度 报 告 》 及 摘 要 详 见 公 司 指 定 信 息 披 露 媒 体 巨 潮 资 讯 (http://www.cninfo.com.cn）,《2025年半年度报告摘要》刊登于公司指定信息披露媒 体《证券时报》。 - 1 - 2、会议以 7 票同意，0 票反对，0 票弃权，审议通过了《关于公司 20 ...

普利特8月21日披露半年报，公司上半年实现营业收入40.9亿元，同比增长9.06%；归属于上市公司股东 的净利润2.07亿元，同比增长43.94%；基本每股收益0.19元。 ...

上海普利特复合材料股份有限公司 2025 年半年度报告全文 上海普利特复合材料股份有限公司 2025 年半年度报告 2025 年 8 月 1 上海普利特复合材料股份有限公司 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。 公司负责人周文、主管会计工作负责人周臻纶及会计机构负责人(会计主 管人员)沈奕豪声明：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。 本报告中所涉及的发展战略、经营计划等前瞻性陈述不构成公司对投资者 的实质承诺，投资者及相关人士均应当对此保持足够的风险认识，并且应当 理解计划、预测与承诺之间的差异，敬请投资者注意投资风险。 公司在经营中，面对有宏观及行业形势风险、原料价格波动风险、知识产 权风险、人民币汇率风险、重组后产业整合管理风险，详细内容见本报告 "第三节 管理层讨论与分析"之"十、公司面临的风险和应对措施"。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | ...

Investment Rating - The report maintains a rating of "B" for the new materials sector, indicating a leading position in the market [4]. Core Insights - The new materials sector has shown a significant increase, with the new materials index rising by 5.69%, although it underperformed compared to the ChiNext index, which increased by 2.89% [4]. - The report highlights the growth potential in the humanoid robotics sector, with the global humanoid robot market expected to grow from $2.16 billion in 2023 to $32.4 billion by 2029, representing a compound annual growth rate (CAGR) of 57% [8]. - PEEK materials are identified as having excellent performance characteristics, suitable for humanoid robots, with the domestic market for PEEK materials projected to reach 2.1 billion yuan by 2025, a year-on-year growth of 10.53% [8]. Market Performance - The new materials sector has experienced various performance metrics, with specific indices showing the following increases over the past five trading days: synthetic biology index up 1.53%, semiconductor materials up 4.27%, electronic chemicals up 6.77%, biodegradable plastics up 3.16%, industrial gases up 8.51%, and battery chemicals up 5.74% [20]. - The report also notes that the basic chemical and new materials sectors have both risen, with the CSI 300 index increasing by 2.37% and the Shanghai Composite Index by 1.7% during the same period [16]. Price Tracking - The report provides a weekly price tracking of various chemical raw materials, including amino acids, biodegradable plastics, industrial gases, electronic chemicals, vitamins, and high-performance fibers, indicating fluctuations in prices for specific items [5][11]. - For instance, the price of valine is reported at 13,450 yuan per ton, showing a decrease of 3.24%, while the price of arginine remains unchanged at 23,250 yuan per ton [5]. Investment Recommendations - The report suggests focusing on companies involved in PEEK material production and modification, such as Zhongxin Fluorine Materials, Zhongyan Co., and Kent Co. Additionally, it recommends monitoring functional protective casing manufacturers like Jundingda, which are essential for protecting internal wiring in humanoid robots [8].

Group 1 - The core viewpoint of the news is that the brain-computer interface concept stocks in the A-share market have shown strong performance, with several companies experiencing significant price increases [1] Group 2 - Company performance highlights include: - Innovation Medical (002173) saw a price increase of 10.00%, with a total market capitalization of 9.995 billion and a year-to-date increase of 184.55% [2] - Pulite (002324) increased by 7.51%, with a market cap of 15.9 billion and a year-to-date increase of 50.88% [2] - Chengyitong (300430) rose by 6.65%, with a market cap of 6.657 billion and a year-to-date increase of 59.67% [2] - Saily Medical (603716) increased by 5.45%, with a market cap of 5.878 billion and a year-to-date increase of 326.18% [2] - Sanbo Brain Science (301293) rose by 3.79%, with a market cap of 12.9 billion and a year-to-date increase of 44.76% [2] - The MACD golden cross signal formation indicates a positive trend for these stocks [1]

Group 1 - The early trading session saw a surge in the photoresist concept stocks, with specialty gases leading the gains [1] - Kaimeteqi achieved a consecutive two-day limit-up, while China Shipbuilding Special Gas hit a 20% limit-up [1] - Other companies such as Huate Gas, Huamao Technology, Pulite, and Nanda Optoelectronics also experienced upward movement [1]

Core Viewpoint - The modified materials sector is experiencing explosive growth, with leading companies like Kingfa Technology, Plit, and Dawn achieving significant stock price increases of 60.62%, 38.33%, and 104.44% respectively, while Nanjing Julong has seen a remarkable 93.11% rise this year, attracting intensive institutional research [1][2]. Group 1: Market Performance - The modified plastics sector has seen substantial stock performance, with companies like Kingfa Technology and Nanjing Julong leading the way [1][2]. - The current market dynamics reflect a strong demand for modified materials, driven by their applications in advanced fields such as robotics and low-altitude economy [1][6]. Group 2: Industry Applications - The lightweight revolution in home appliances and automobiles is pushing modified plastics to the forefront of material upgrades, with significant growth in production and sales [3][4]. - In the home appliance sector, the implementation of the old-for-new policy has led to a 38.8% year-on-year increase in retail sales, with modified plastics being utilized for their antibacterial and environmental properties [3]. - The automotive industry's shift towards lightweight materials is creating new opportunities for modified plastics, with a 10% weight reduction in fuel vehicles improving energy efficiency by 6%-8% [4]. Group 3: Emerging Markets - The rise of humanoid robots and the low-altitude economy is opening new growth avenues for high-performance modified materials, with the humanoid robot market projected to reach 300 billion yuan by 2035 [6][7]. - The demand for modified materials in the drone sector is also expected to grow significantly, with over 317,000 civilian drones shipped in 2023 and a projected annual growth rate of 20% [6]. Group 4: Environmental Considerations - The modified materials industry is entering a transformative phase driven by environmental policies, with regulations mandating the use of recycled materials in products [8][9]. - Companies are adapting to these changes by integrating high-end recycled materials into their production processes, as seen with Kingfa Technology and Plit [8][9].