证券代码：002395 证券简称：双象股份 编号：2025-027 无锡双象超纤材料股份有限公司 第七届董事会第二十次会议决议公告 2、会议以 7 票同意、0 票反对、0 票弃权的表决结果，审议通过 了《关于<公司 2025 年半年度报告及其摘要>的议案》。 经审议，董事会认为：（1）公司 2025 年半年报编制和审议的程 序符合法律、法规、公司章程和公司内部管理制度的规定。（2）公司 2025 年半年报的内容和格式符合中国证监会和深圳证券交易所的各 项规定，所包含的信息能从各个方面真实地反映出公司 2025 年半年度 的经营管理情况和财务状况。（3）在提出本意见前，未发现参与半年 报编制的人员和审议的人员有违反保密规定的行为。 1 《 公 司 2025 年 半 年 度 报 告 》 详 见 巨 潮 资 讯 网 （http://www.cninfo.com.cn）。 《公司 2025 年半年度报告摘要》详见《证券时报》及巨潮资讯网 （http://www.cninfo.com.cn）。 三、备查文件 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。 一、会议召开情 ...

上市公司：新纶新材（002341），神剑股份（002361），双象股份（002395），浙江众成（002522）， 双星新材（002585），道明光学（002632），国恩股份（002768），纳尔股份（002825），横河精密 （300539），美联新材（300586），南京聚隆（300644），泉为科技（300716），华信新材（300717） 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 数据来源：国家统计局，智研咨询整理 相关报告：智研咨询发布的《2025-2031年中国塑料制品行业市场现状分析及未来前景规划报告》 2025年上半年，橡胶和塑料制品业企业数（以下数据涉及的企业，均为规模以上工业企业，从2011年 起，规模以上工业企业起点标准由原来的年主营业务收入500万元提高到年主营业务收入2000万元）为 28268个，和上年同期相比，增加了1503个，同比增长5.62%，占工业总企业的比重为 ...

Core Viewpoint - The sports industry is emerging as a new highlight for economic growth, with significant potential in event-driven economies and increased market attention on sports concept stocks [5]. Group 1: Sports Concept Stocks with Low Price-to-Earnings Ratios - Seven sports concept stocks have rolling price-to-earnings ratios below 20 times, including companies like 双象股份 (10.02), 健盛集团 (11.55), and 奥瑞金 (12.15) [12][13]. - 双象股份 is noted for having the lowest rolling price-to-earnings ratio at 10.02 times, with an expected net profit of 1.15 billion to 1.5 billion yuan for the first half of the year, representing a year-on-year growth of 128.1% to 197.53% [13]. Group 2: Institutional Ratings and Earnings Forecasts - 华利集团 has the highest institutional attention, with 38 institutions issuing reports on the stock, followed by 森马服饰, 致欧科技, and others [13]. - The earnings forecast for the first half of the year indicates that nine companies are expected to be profitable, with 华利集团 reporting a net profit of 1.664 billion yuan, despite a year-on-year decline of 11.42% [12][13]. Group 3: Growth of Sports Events and Consumption - The launch of various city football leagues across multiple regions, such as the 江苏省城市足球联赛, is expected to stimulate local consumption and economic activity [6][7][8][9]. - The sports industry has seen an average annual growth rate of over 10% in total scale during the "14th Five-Year Plan" period, with events like "苏超" significantly boosting local economies [10][11]. Group 4: Future Potential of the Sports Industry - The sports industry is anticipated to have substantial growth potential, driven by both demand-side initiatives and supply-side reforms [11]. - The integration of sports consumption with tourism, culture, and entertainment is expected to further enhance consumer engagement and spending [11].

Market Overview - The Shanghai Composite Index closed at 3602.13 points, with a gain of 0.53% [1] - The total trading volume of A-shares reached 10185.93 billion yuan [1] Technical Analysis - A total of 29 A-shares experienced a death cross between the 5-day and 10-day moving averages today [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - Xiongdi Technology: 5-day MA down by 1.70% from the 10-day MA [1] - Sanwei Xinan: 5-day MA down by 1.11% from the 10-day MA [1] - Jinling Sports: 5-day MA down by 1.10% from the 10-day MA [1] Individual Stock Performance - Xiongdi Technology (300546): Today's change -0.23%, latest price 26.47 yuan, 5-day MA 27.31 yuan, 10-day MA 27.78 yuan [1] - Sanwei Xinan (688489): Today's change -0.80%, latest price 39.85 yuan, 5-day MA 40.62 yuan, 10-day MA 41.08 yuan [1] - Jinling Sports (300651): Today's change +0.89%, latest price 21.48 yuan, 5-day MA 23.82 yuan, 10-day MA 24.09 yuan [1] - Other notable stocks include: - Huanrui Century (000892): Today's change -0.86%, latest price 4.59 yuan [1] - Junshi Biological (688180): Today's change +0.45%, latest price 37.83 yuan [1] - Yihau New Materials (301176): Today's change -1.64%, latest price 30.65 yuan [1] Additional Stock Data - Other stocks with notable performance include: - Guanghe Technology (001389): Today's change -2.81%, latest price 62.20 yuan [1] - Kehua Data (002335): Today's change -2.13%, latest price 41.44 yuan [1] - ST Ruihe (002620): Today's change +0.26%, latest price 3.84 yuan [1] - The performance of these stocks indicates a mixed sentiment in the market, with some stocks showing declines while others remain stable or increase slightly [1][2]

Group 1 - The sports concept sector experienced a decline on August 1, with multiple companies facing significant drops in stock prices [1] - Chuangqi Turf reached its daily limit down, indicating a severe loss in investor confidence [1] - Jinling Sports saw a decline of over 12%, reflecting broader negative sentiment in the industry [1] Group 2 - Other companies such as Zhujiang Co., Zhongti Industry, and Shuangxiang Co. also experienced declines, suggesting a widespread downturn in the sports sector [1]

Core Viewpoint - The article highlights the trend of decreasing shareholder accounts among several companies, indicating a concentration of shares and potential investment opportunities in those stocks [1][2]. Group 1: Shareholder Account Trends - A total of 94 companies reported their latest shareholder account numbers as of July 20, with 16 companies experiencing a continuous decline for more than three periods, and one company, Guoyuan Securities, seeing a decrease for 12 consecutive periods, with a cumulative decline of 7.13% [1]. - Zhongyuan Media has also seen a significant decline, with its shareholder accounts dropping for 9 consecutive periods, resulting in a cumulative decline of 29.57% [1]. - Other companies with notable declines in shareholder accounts include Jiemai Technology, Xiyu Co., and Shuangxiang Co. [1]. Group 2: Market Performance - Among the companies with decreasing shareholder accounts, 14 have seen their stock prices rise, while only 2 have experienced declines, with Xiyu Co., Haixia Co., and Jiangsu Shentong showing high cumulative gains of 25.89%, 22.93%, and 16.93%, respectively [2]. - 12 of these companies outperformed the Shanghai Composite Index, with excess returns of 19.55%, 16.98%, and 11.76% for Xiyu Co., Haixia Co., and Jiangsu Shentong, respectively [2]. Group 3: Institutional Interest - In the past month, 5 companies with decreasing shareholder accounts have been subject to institutional research, with Jiangsu Shentong and Haixia Co. being the most frequently researched, each receiving 3 inquiries [2]. - The number of institutions involved in research is highest for Jiangsu Shentong (23 institutions), followed by Haixia Co. (8 institutions) and AVIC High-Tech (4 institutions) [2]. Group 4: Performance Forecasts - One company has released its half-year performance report, with Guoyuan Securities showing a net profit increase of 40.44% [3]. - Seven companies have issued performance forecasts, with five expecting profit increases and one predicting a profit [3]. - Hai De Control is projected to have the highest median net profit increase of 251.80%, with an expected net profit of 12.50 million [3].

Group 1 - The acrylic acid concept sector increased by 2.35%, ranking third in terms of growth among concept sectors, with nine stocks rising, including Shenyang Chemical, which hit the daily limit, and Wanhua Chemical, Huayi Group, and Benli Technology, which rose by 8.29%, 7.41%, and 4.28% respectively [1][2] - The main capital inflow into the acrylic acid concept sector was 875 million yuan, with six stocks receiving net inflows, led by Wanhua Chemical with a net inflow of 849 million yuan, followed by Guoen Co., Shenyang Chemical, and Satellite Chemical [2][3] - The net inflow ratios for Guoen Co., Wanhua Chemical, and Shenyang Chemical were 12.53%, 12.32%, and 12.09% respectively, indicating strong investor interest in these stocks [3] Group 2 - The top gainers in the acrylic acid concept sector included Wanhua Chemical, which rose by 8.29%, and Shenyang Chemical, which increased by 10.05%, while Guoen Co. experienced a slight decline of 0.29% [3][4] - The overall performance of the acrylic acid concept sector was positive, contrasting with other sectors such as animal vaccines and avian influenza, which saw declines of 0.96% and 0.90% respectively [2][4] - The trading volume and turnover rates for the leading stocks in the acrylic acid sector were notable, with Wanhua Chemical achieving a turnover rate of 3.77% and Shenyang Chemical at 8.40% [3]

Group 1 - Aerospace Science and Technology expects a net profit of 68 million to 95 million yuan for the first half of 2025, representing a growth of 1628.83% to 2315.27% compared to the same period last year [1] - Huaxia Airlines anticipates a net profit of 220 million to 290 million yuan for the first half of 2025, an increase of 741.26% to 1008.93% year-on-year [1] - Shida Group forecasts a net loss of 44 million to 65 million yuan for the first half of 2025, marking a shift from profit to loss [1] Group 2 - Jiaao Environmental Protection expects a net loss of 70 million to 90 million yuan for the first half of 2025 [3] - Haima Automobile predicts a net loss of 60 million to 90 million yuan for the first half of 2025, compared to a loss of 152 million yuan in the same period last year [3] - Huaibei Mining anticipates a net profit of approximately 1.027 billion yuan for the first half of 2025, a decrease of about 65% year-on-year [3] Group 3 - Quanfu Automobile expects a net loss of 155 million to 185 million yuan for the first half of 2025 [5] - Gaode Infrared signed a procurement agreement worth 879 million yuan, which is expected to positively impact its operating performance for the year [5] - Zhongchen Co. won a project from Southern Power Grid worth 379 million yuan, representing 12.26% of its audited revenue for 2024 [5] Group 4 - Daheng Technology anticipates a net loss of 406,000 yuan for the first half of 2025, compared to a loss of 988,250 yuan in the same period last year [6] - Dazhongnan expects a net profit of 6.5 million to 8 million yuan for the first half of 2025, a recovery from a loss of 15.325 million yuan last year [6] - Xianfeng Holdings projects a net profit of 34 million to 42 million yuan for the first half of 2025, a year-on-year increase of 524.58% to 671.53% [7] Group 5 - Shuangxiang Co. expects a net profit of 115 million to 150 million yuan for the first half of 2025, a growth of 128.1% to 197.53% year-on-year [8] - ST Xintong anticipates a net loss of 67 million to 97 million yuan for the first half of 2025 [9] - Jishi Media forecasts a net loss of 187 million to 233 million yuan for the first half of 2025 [10] Group 6 - Suli Co. expects a net profit of 72 million to 86 million yuan for the first half of 2025, a year-on-year increase of 1008.39% to 1223.91% [11] - Wanli Co. anticipates a net loss of 19 million yuan for the first half of 2025, compared to a loss of 12.9238 million yuan last year [12] - Langzi Co. projects a net profit of 22 million to 26 million yuan for the first half of 2025, an increase of 31.74% to 55.69% year-on-year [14] Group 7 - Changjiang Securities expects a net profit of 1.652 billion to 1.81 billion yuan for the first half of 2025, a growth of 110% to 130% [15] - Huahong Technology anticipates a net profit of 70 million to 85 million yuan for the first half of 2025, a year-on-year increase of 3047.48% to 3721.94% [16] - Chenhua Co. plans to invest 30 million yuan in financial products with an expected annual yield of 3.20% [16] Group 8 - Zijing Mining expects a net profit of approximately 23.2 billion yuan for the first half of 2025, a growth of about 54% year-on-year [28] - Limin Co. anticipates a net profit of 26 million to 28 million yuan for the first half of 2025, a year-on-year increase of 719.25% to 782.27% [29] - Huazhong Securities expects a net profit of 1.035 billion yuan for the first half of 2025, a growth of 44.94% year-on-year [30]

[Current Period Performance Forecast](index=1&type=section&id=Item%20I.%20Current%20Period%20Performance%20Forecast) The company projects H1 2025 net profit attributable to shareholders to significantly increase by 128.10%-197.53% year-on-year, reaching 115-150 million yuan H1 2025 Performance Forecast | Item | Current Period (Jan 1 - Jun 30, 2025) | Prior Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Profit: 115 - 150 million yuan | Profit: 50.4156 million yuan | | Year-on-Year Growth | 128.10% - 197.53% | - | | **Net Profit Excluding Non-Recurring Items** | Profit: 105 - 140 million yuan | Profit: 43.6125 million yuan | | Year-on-Year Growth | 140.76% - 221.01% | - | | **Basic Earnings Per Share** | Profit: 0.4288 - 0.5593 yuan/share | Profit: 0.1880 yuan/share | [Communication with Accounting Firm](index=1&type=section&id=Item%20II.%20Communication%20with%20Accounting%20Firm) The financial data in this performance forecast has not been audited by a certified public accountant - The financial data related to this performance forecast is a preliminary estimate by the company and has not been audited by a certified public accountant[3](index=3&type=chunk)[5](index=5&type=chunk) [Explanation of Performance Change](index=1&type=section&id=Item%20III.%20Explanation%20of%20Performance%20Change) Significant year-on-year net profit growth in H1 2025 is primarily due to strong performance from two wholly-owned subsidiaries, driven by capacity release and improved product structure - Wholly-owned subsidiary Chongqing Shuangxiang Optical Materials Co., Ltd. achieved significant year-on-year growth in revenue and net profit due to capacity release[4](index=4&type=chunk) - Wholly-owned subsidiary Chongqing Shuangxiang Superfiber Materials Co., Ltd. significantly increased gross margin and net profit by optimizing product structure, strengthening management, and enhancing cost efficiency[4](index=4&type=chunk) [Other Relevant Information](index=2&type=section&id=Item%20IV.%20Other%20Relevant%20Information) The company emphasizes this forecast is preliminary, with final data subject to the H1 2025 report, and specifies official disclosure channels - This performance forecast represents preliminary estimates by the company's finance department, with detailed financial data to be disclosed in the H1 2025 semi-annual report[5](index=5&type=chunk) - The company's designated information disclosure media are Securities Times and Juchao Information Network (www.cninfo.com.cn)[5](index=5&type=chunk)

Group 1 - The acrylic acid concept sector declined by 0.80%, ranking among the top declines in the concept sector, with companies like AkzoNobel, Tianlong Group, and Guoen Co. experiencing significant drops [1] - Among the acrylic acid concept stocks, three companies saw price increases, with Baolijia, Bohai Chemical, and Hongqiang Co. rising by 0.60%, 0.46%, and 0.24% respectively [1] - The acrylic acid concept sector experienced a net outflow of 213 million yuan in main funds, with Wanhua Chemical leading the outflow at 145 million yuan [2] Group 2 - The top gainers in the concept sector included rare earth permanent magnets with a rise of 5.64%, while the housing inspection sector fell by 1.47% [2] - The main funds saw inflows into satellite chemicals, Xingye Co., and Shenyang Chemical, with net inflows of 42.6 million yuan, 6.8 million yuan, and 2.6 million yuan respectively [2][3] - The acrylic acid concept stocks with the highest net outflows included Tianlong Group and Huayi Group, with outflows of 63.7 million yuan and 18.8 million yuan respectively [2]