Core Viewpoint - The company reported a decline in revenue and net profit for the first half of 2025, attributing the decrease to intense industry competition and low market prices despite an increase in the production and sales volume of some key products [1][2]. Group 1: Financial Performance - In the first half of 2025, the company achieved a revenue of 4.328 billion yuan, a year-on-year decrease of 6.65% [1] - The net profit attributable to shareholders was 51 million yuan, down 16.55% year-on-year [1] - Basic earnings per share were 0.04 yuan [1] Group 2: Business Segments and Contributions - Revenue contributions from various segments: Fluorine-based new materials accounted for 30.39%, electronic information materials 5.55%, new energy materials 34.97%, and new energy batteries 25.30% [2] - Gross profit contributions from these segments were 8.62%, 19.53%, and 9.74% respectively [2] Group 3: Product Performance and Strategies - The shipment volume of lithium hexafluorophosphate in the first half was approximately 23,000 to 24,000 tons, with an expected annual shipment of around 50,000 tons [2] - The gross margin for lithium hexafluorophosphate fluctuated between 15% and 20% due to price volatility driven by raw material costs [2] - The company employs a mixed procurement strategy for lithium carbonate, adjusting inventory based on market price dynamics [2] Group 4: Future Outlook and Developments - The battery segment shipped around 3.2 GWh in the first half, with expectations for an increase in the second half [2] - The company is focusing on solid-state battery development in collaboration with top domestic universities and research institutions, currently optimizing material performance and cost [2] - The company plans to expand its production capacity for boron isotope products, which currently contribute minimally to profits but are expected to drive growth as capacity increases [2] - The electronic information materials segment is facing challenges due to a downturn in the photovoltaic industry, but the company aims to expand its client base in the semiconductor and chip sectors [2]

Financial Performance - In the first half of 2025, the company achieved a revenue of 4.328 billion CNY, a decrease of 6.65% year-on-year [2] - The net profit attributable to shareholders was 51 million CNY, down 16.55% year-on-year, with basic earnings per share at 0.04 CNY [2] - Despite increased production and sales of lithium hexafluorophosphate, the company's profitability declined due to persistently low market prices [2] Business Segment Performance - Revenue contributions from major business segments: - Fluorine-based new materials: 30.39% - Electronic information materials: 5.55% - New energy materials: 34.97% - New energy batteries: 25.30% [3] - Gross profit contributions from segments with over 10% revenue share: - Fluorine-based new materials: 8.62% - New energy materials: 19.53% - New energy batteries: 9.74% [3] Lithium Hexafluorophosphate Insights - The shipment volume of lithium hexafluorophosphate in the first half was approximately 23,000 to 24,000 tons, with an expected annual shipment of around 50,000 tons [3] - The gross margin for lithium hexafluorophosphate fluctuated between 15% and 20% [3] - Price fluctuations are primarily driven by raw material costs, with expectations for profitability to improve in the second half of the year due to rising product prices and increased capacity utilization [3] Battery Segment Developments - The battery segment shipped approximately 3.2 GWh in the first half, with a projected increase of about 50% in the second half, aiming for an annual total of 8.5 GWh [3][4] - The demand for lithium batteries is rapidly growing, with significant orders leading to production expansion [4] - In July, the company shipped over 8.8 million cylindrical batteries, with expectations to exceed 10 million in August [4] Solid-State Battery and Boron Isotope Products - The company is focusing on polymer and sulfide materials for solid-state batteries, collaborating with top domestic research institutions [4] - Boron isotope products are crucial in strategic industries such as nuclear energy, healthcare, and semiconductors, with a current production capacity of 100 tons and plans for 1,000 tons [4] - Although the current profit contribution from boron isotopes is limited, future capacity expansion is expected to significantly enhance profitability [4] Electronic Information Materials - The electronic information materials segment is currently affected by a downturn in the photovoltaic industry, leading to low capacity utilization and price challenges [5] - The company plans to pivot towards semiconductor and chip clients to enhance its market position [5]

格隆汇8月25日丨多氟多(002407.SZ)公布2025年半年度报告，上半年公司实现营业收入43.28亿元，同比 下降6.65%；归属于上市公司股东的净利润5133.02万元，同比下降16.55%；归属于上市公司股东的扣除 非经常性损益的净利润-480.93万元；基本每股收益0.0441元。 ...

每经头条（nbdtoutiao）——A股成交连续8天破2万亿元，券商招聘也来了！行业巨头秋招"求才"，25个 岗位都有什么特点？ （记者 张喜威） 2025年1至6月份，多氟多的营业收入构成为：工业占比79.42%，其他行业占比20.58%。 每经AI快讯，多氟多（SZ 002407，收盘价：13.84元）8月25日晚间发布公告称，公司第七届第三十二 次董事会会议于2025年8月22日在公司科技大厦五楼会议室以现场与通讯相结合的方式召开。会议审议 了《2025年半年度报告及其摘要的议案》等文件。 截至发稿，多氟多市值为165亿元。 ...

每经AI快讯，多氟多（SZ 002407，收盘价：13.84元）8月25日晚间发布公告称，公司可能发生价值减 损的资产范围：包括应收账款、应收票据、其他应收款、应收款项融资、长期应收款、存货等。2025年 上半年共计提减值损失5,061.26万元，其中信用减值损失计提4,162.79万元，资产减值损失计提898.47万 元。本次计提各项资产减值合计5061.26万元，减少2025年上半年利润总额5061.26万元。本次处置资产 共产生损失423.37万元减少2025年上半年利润总额423.37万元。以上两项影响2025年上半年利润总额共 减少5484.63万元。本次核销的往来款项中其他应收款约2.52亿元，以前年度已经计提坏账91.5%，剩余 部分在本报告期全部收回，该业务对本报告期利润影响较小；应收款项核销5851.65万元，以前年度已 经全额计提坏账，该业务对本报告期利润影响较小；应付款项核销66.23万元，主要系经法院调解后无 需支付的款项，该项业务影响利润增加66.23万元。 截至发稿，多氟多市值为165亿元。 每经头条（nbdtoutiao）——A股成交连续8天破2万亿元，券商招聘也来了！行业巨头秋 ...

智通财经APP讯，多氟多(002407.SZ)发布2025年半年度报告，该公司营业收入为43.28亿元，同比减少 6.65%。归属于上市公司股东的净利润为5133.02万元，同比减少16.55%。归属于上市公司股东的扣除非 经常性损益的净亏损为480.93万元。基本每股收益为0.0441元。 ...

人民财讯8月25日电，多氟多（002407）8月25日晚间披露半年报，公司2025年上半年实现营业收入 43.28亿元，同比下降6.65%；净利润5133.02万元，同比下降16.55%；基本每股收益0.0441元。报告期 内，六氟磷酸锂等部分主营产品虽然产销量均有提升，但市场价格持续低位运行，导致相关业务毛利下 降，公司盈利能力降低。 ...

多氟多新材料股份有限公司 2025 年半年度财务报告 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：多氟多新材料股份有限公司 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 | 7,243,442,030.55 | 5,988,990,861.02 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | 616,871.60 | 555,839.72 | | 衍生金融资产 | 1,405,280.00 | | | 应收票据 | 173,480,890.83 | 223,382,850.25 | | 应收账款 | 1,672,664,341.26 | 1,397,816,748.31 | | 应收款项融资 | 1,089,542,695.82 | 1,394,538,112.11 | | 预付款项 | 167,915,189.97 | 198,406,521.32 ...

2025年上半年非经营性资金占用及其他关联资金往来情况汇总表 编制单位：多氟多新材料股份有限公司 单位：元 | 非经营性 | | | 占用方与上市公司 | 上市公司核算 | 2025年期初占用 | 2025年上半年占用 | 2025年上半年占 | 2025年上半年偿还 | 2025年6月30日期末 | 占用形成原因 | 占用性质 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 资金占用 | 资金占用方名称 | | 的关联关系 | 的会计科目 | 资金余额 | 累计发生金额（不 含利息） | 用资金的利息 （如有） | 累计发生金额 | 占用资金余额 | | | | 控股股东、 | 焦作多氟多实业集团有限公司 | | 实际控制人直接控制的法人 | | 10,000,000.00 | | 22,200.00 | 10,000,000.00 | | 财务资助 | 非经营性占用 | | 实际控制人 | | | | | | | | | | | （注1） | | 及其附属企 | 河南省氟基建设工程有限公司 | | ...

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，不存在虚 假记载、误导性陈述或者重大遗漏。 一、募集资金基本情况 证券代码：002407 证券简称：多氟多 公告编号：2025-070 多氟多新材料股份有限公司 2025 年上半年募集资金存放与使用情况的专项报告 （一）2021 年定向增发募集资金基本情况 经中国证券监督管理委员会证监许可[2021]313 号文《关于核准多氟多化工 股份有限公司非公开发行股票的批复》核准，多氟多新材料股份有限公司（以下 简称"公司"）由主承销商中原证券股份有限公司于 2021 年 4 月 13 日向特定投 资者定向发行人民币普通股（A 股）69,277,108 股，每股面值人民币 1 元，每股 发行认购价格为人民币 16.60 元。截至 2021 年 4 月 28 日止，公司共计募集货币 资金人民币 1,149,999,992.80 元，扣除与发行有关的费用人民币 8,618,634.26 元，实际募集资金净额为人民币 1,141,381,358.54 元。 截至 2021 年 4 月 28 日，公司上述发行募集的资金已全部到位，经大华会计 师事务所（特殊普通合伙）以 ...