Group 1 - Tianqi Materials reported a revenue of 7.03 billion yuan for the first half of 2025, a year-on-year increase of 28.97% [2][3] - The net profit attributable to shareholders was 268 million yuan, up 12.79% year-on-year, while the net profit excluding non-recurring items was 235 million yuan, reflecting a growth of 26.01% [2][3] - Basic earnings per share increased to 0.14 yuan, a rise of 16.67% compared to the previous year [3] Group 2 - New Zobang achieved a revenue of 4.25 billion yuan, marking an 18.58% increase year-on-year, with a net profit of 484 million yuan, up 16.36% [5][6] - The net profit excluding non-recurring items was 466 million yuan, showing an 8.16% increase [5][6] - Basic earnings per share rose to 0.64 yuan, a 16.36% increase from the previous year [6] Group 3 - Ruida New Materials reported a revenue of 975 million yuan, a decline of 7.36% year-on-year, with a net profit of 82 million yuan, down 24.19% [7][8] - The net profit excluding non-recurring items was 79 million yuan, reflecting a decrease of 27.57% [7][8] - The company experienced a negative cash flow from operating activities of 80 million yuan [8] Group 4 - Yongtai Technology reported a revenue of 2.61 billion yuan, a year-on-year increase of 21.97%, with a net profit of 59 million yuan, up 56.17% [10][11] - The net profit excluding non-recurring items was 23 million yuan, down 15.08% [10][11] - Basic earnings per share increased to 0.06 yuan, a 50% rise compared to the previous year [11] Group 5 - Shida Shenghua reported a revenue of 3.01 billion yuan, a year-on-year increase of 14.87%, but a net loss of 56 million yuan, a decline of 248.03% [13][14] - The net loss excluding non-recurring items was 57 million yuan, down 282.11% [13][14] - The company reported a positive cash flow from operating activities of 90 million yuan [14] Group 6 - Duofluor reported a revenue of 4.33 billion yuan, a decline of 6.65% year-on-year, with a net profit of 51 million yuan, down 16.55% [15][16] - The net profit excluding non-recurring items was a loss of 4.81 million yuan, reflecting a decrease of 179.71% [15][16] - Basic earnings per share decreased to 0.0441 yuan, down 15.19% [16] Group 7 - Tianji Co. reported a revenue of 1.07 billion yuan, a year-on-year increase of 19.16%, but a net loss of 52 million yuan, an improvement of 59% compared to the previous year [18][19] - The net loss excluding non-recurring items was 56 million yuan, down 56.04% [18][19] - The company reported a negative cash flow from operating activities of 131 million yuan [19] Group 8 - Huayu Pharmaceutical reported a revenue of 882 million yuan, a decline of 1.73% year-on-year, with a net loss of 5.81 million yuan, a decline of 116.23% [21][22] - The net loss excluding non-recurring items was 21.59 million yuan, down 247.06% [21][22] - The company reported a negative cash flow from operating activities of 169 million yuan [22] Group 9 - Haike New Source reported a revenue of 2.32 billion yuan, a year-on-year increase of 27.92%, but a net loss of 42 million yuan, an improvement of 61.21% [23][24] - The net loss excluding non-recurring items was 49 million yuan, down 56.57% [23][24] - The company reported a negative cash flow from operating activities of 248 million yuan [24] Group 10 - Hualu Hengsheng reported a revenue of 15.76 billion yuan, a decline of 7.14% year-on-year, with a net profit of 1.57 billion yuan, down 29.47% [26][27] - The net profit excluding non-recurring items was 1.56 billion yuan, reflecting a decrease of 30.29% [26][27] - Basic earnings per share decreased to 0.739 yuan, down 29.48% [27] Group 11 - Huasheng Lithium reported a revenue of 349 million yuan, a year-on-year increase of 72.02%, but a net loss of 72 million yuan [29] - The net profit excluding non-recurring items was a loss of 78 million yuan [29] - The company reported a negative cash flow from operating activities of 183 million yuan [29] Group 12 - Fuxiang Pharmaceutical reported a revenue of 514 million yuan, a decline of 24.58% year-on-year, with a net loss of 6.91 million yuan, an increase of 69.23% [31][32] - The net loss excluding non-recurring items was 32 million yuan, reflecting a decrease of 34.91% [31][32] - The company reported a negative cash flow from operating activities of 10 million yuan [32] Group 13 - Furui Co. reported a revenue of 2.59 billion yuan, a decline of 3.03% year-on-year, but a net profit of 246 million yuan, an increase of 10.92% [34][35] - The net profit excluding non-recurring items was 250 million yuan, reflecting a growth of 15.71% [34][35] - The company reported a positive cash flow from operating activities of 447 million yuan [35] Group 14 - The overall performance of companies in the electrolyte and raw material sector has been poor, with most companies reporting unsatisfactory financial results [36] - Except for Tianqi and New Zobang, other companies in the electrolyte sector have shown average performance [36] - Companies in the lithium hexafluorophosphate sector have reported significant losses, with net profits declining across the board [36]

关于子公司之间担保额度进行内部调剂的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 特别提示： 本次担保额度调剂后，多氟多新材料股份有限公司（以下简称"多氟多"或"公司"）为合并报表范围内子 公司及参股公司提供担保额度总计仍为不超过人民币298,300万元，其中为资产负债率超过70%的子公 司提供担保的额度不超过人民币72,000万元。敬请投资者注意投资风险。 一、担保额度内部调剂概述 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002407 证券简称：多氟多 公告编号:2025-072 多氟多新材料股份有限公司 成立日期：2017年06月07日 注册资本：21,000万人民币 公司第七届董事会第二十八次会议、2024年度股东大会分别审议通过《2025年度公司对外提供担保额度 预计的议案》，同意公司自2024年年度股东大会之日起至2025年年度股东大会结束之日止，为合并报表 范围内子公司及参股公司提供担保。担保额度总计不超过人民币298,300万元，占公司最近一期经审计 净资产的35.00%。其中为资产负债率低于70%的子公司提供担保的额 ...

8月27日，多氟多跌3.09%，成交额6.68亿元。两融数据显示，当日多氟多获融资买入额6223.30万元， 融资偿还7614.44万元，融资净买入-1391.13万元。截至8月27日，多氟多融资融券余额合计8.27亿元。 融资方面，多氟多当日融资买入6223.30万元。当前融资余额8.25亿元，占流通市值的5.26%，融资余额 超过近一年50%分位水平，处于较高位。 融券方面，多氟多8月27日融券偿还6100.00股，融券卖出5200.00股，按当日收盘价计算，卖出金额6.85 万元；融券余量13.12万股，融券余额172.92万元，低于近一年10%分位水平，处于低位。 资料显示，多氟多新材料股份有限公司位于河南省焦作市中站区焦克路，成立日期1999年12月21日，上 市日期2010年5月18日，公司主营业务涉及六氟磷酸锂及电子化学品、锂离子电池、新能源汽车、无机 氟化盐。主营业务收入构成为：工业79.42%，其他20.58%。 分红方面，多氟多A股上市后累计派现20.34亿元。近三年，累计派现10.40亿元。 机构持仓方面，截止2025年6月30日，多氟多十大流通股东中，香港中央结算有限公司位居第三大流通 ...

证券日报网讯8月27日晚间，多氟多（002407）发布公告称，公司及控股子公司不存在违规担保的情 形，亦无逾期对外担保、涉及诉讼的担保及因担保被判决败诉而应承担的损失。 ...

证券代码：002407 证券简称：多氟多 公告编号:2025-072 多氟多新材料股份有限公司 关于子公司之间担保额度进行内部调剂的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 特别提示： 本次担保额度调剂后，多氟多新材料股份有限公司（以下简称"多氟多"或"公 司"）为合并报表范围内子公司及参股公司提供担保额度总计仍为不超过人民币 298,300 万元，其中为资产负债率超过 70%的子公司提供担保的额度不超过人民币 72,000 万元。敬请投资者注意投资风险。 一、担保额度内部调剂概述 公司第七届董事会第二十八次会议、2024 年度股东大会分别审议通过《2025 年度公司对外提供担保额度预计的议案》，同意公司自 2024 年年度股东大会之日 起至 2025 年年度股东大会结束之日止，为合并报表范围内子公司及参股公司提供 担保。担保额度总计不超过人民币 298,300 万元，占公司最近一期经审计净资产的 35.00%。其中为资产负债率低于 70%的子公司提供担保的额度不超过人民币 192,000 万元；为资产负债率超过 70%的子公司提供担保的额度不超过 ...

1. Report Industry Investment Rating - No relevant content provided. 2. Core View of the Report - The report focuses on the in - depth research of Do - fluoride. In 2025, the company faced challenges in profitability due to intense industry competition and low product prices. However, it has plans to improve profitability and has positive prospects in some business segments such as the lithium battery segment [26]. 3. Summary According to the Directory 3.1. Research Basic Situation - The research object is Do - fluoride, belonging to the chemical products industry. The reception time was on August 26, 2025, and the listed company's reception staff included the board secretary Peng Chao, the securities department minister Wang Bei, and the investor relations director Guo Ruikuan [16]. 3.2. Detailed Research Institutions - A large number of institutions participated in the research, including securities companies (such as Yangtze Securities Co., Ltd., Tianfeng Securities Co., Ltd.), asset management companies (such as Beijing Yutian), investment companies (such as Boyu Capital), fund management companies (such as Debon), and other types of institutions (such as BYD Co., Ltd.) [17]. 3.3. Research Institution Proportion - No relevant content provided. 3.4. Main Content Data - **Company's First - Half Operating Performance**: In the first half of 2025, the company achieved an operating income of 4328 million yuan, a year - on - year decrease of 6.65%; the net profit attributable to shareholders of the listed company was 51 million yuan, a year - on - year decrease of 16.55%; the basic earnings per share was 0.04 yuan per share. The company will take measures to enhance profitability [26]. - **Business Segment Revenue and Profit Contribution**: In the first half of the year, the revenue proportions of the four major business segments were: fluorine - based new materials 30.39%, electronic information materials 5.55%, new energy materials 34.97%, and new energy batteries 25.30%. The contributions to gross profit of fluorine - based new materials, new energy materials, and new energy batteries (with revenue accounting for more than 10% of the company's total) were 8.62%, 19.53%, and 9.74% respectively [26]. - **Lithium Hexafluorophosphate**: The company's lithium hexafluorophosphate shipments in the first half of the year were about 23,000 - 24,000 tons, and the annual shipments are expected to be about 50,000 tons. The price fluctuated greatly in the first half of the year, with a gross profit margin of about 15% - 20%. The price increase is mainly driven by raw material costs, and the company's profitability in this business is expected to recover in the second half of the year [26][27][28]. - **Lithium Battery**: The battery segment shipped about 3.2 GWh in the first half of the year, and the shipments in the second half are expected to increase by about 50%, with an expected annual shipment of about 8.5 GWh. The "Fuxin" large - cylindrical battery had a single - month shipment of more than 8.8 million in July, and it is expected to exceed 10 million in August. After capacity release, it will significantly improve the company's performance [28][29]. - **Solid - State Battery**: The company focuses on multiple material routes such as polymers and sulfides in the solid - state battery field, has carried out R & D cooperation, and has not yet carried out large - scale industrialization investment [29]. - **Boron Isotope Products**: These products are used in strategic emerging industries such as atomic energy, medical health, and semiconductors. The current profit contribution is relatively small, but it is expected to become an important driver of future performance growth [29][30]. - **Electronic Information Materials**: Affected by the downturn in the photovoltaic industry, the segment is adjusting its business, focusing on expanding semiconductor and chip customers, and has the ability of domestic substitution in the industrial chain [30]. - **Advance Payment Policy**: The company implements a differentiated advance payment policy, mainly in the battery business segment and for long - term overseas orders of lithium hexafluorophosphate [30][31].

Summary of the Conference Call for Multi-Fluoro Co., Ltd. Company Overview - **Company**: Multi-Fluoro Co., Ltd. - **Industry**: New Energy Materials, Lithium Battery, Electronic Information Materials Key Points and Arguments Financial Performance - In the first half of 2025, Multi-Fluoro reported a revenue of 4.328 billion yuan, a decrease of 6.65% year-on-year [4] - Net profit attributable to shareholders was 51.33 million yuan, down 16.55% year-on-year [4] - Revenue breakdown: - Inorganic New Materials: 1.315 billion yuan (30.35%) - Electronic Information Materials: 240 million yuan (5.5%) - New Energy Materials: 1.514 billion yuan (34.97%) - New Energy Batteries: 1.095 billion yuan (35.3%) [4] Sales and Production - New energy materials and batteries saw significant sales growth: - New energy materials sales increased by 31.4% - New energy batteries sales surged by 136% [2] - Lithium battery shipments reached 3GWh in the first half, with expectations of over 50% growth in the second half, totaling 8.5GWh for the year [10] - The company plans to maintain a production capacity of 5.5 million tons of lithium hexafluorophosphate in 2025, with no new capacity plans unless market conditions improve [5][6] Market Dynamics - The electronic information materials segment faced a 45% decline in sales due to the downturn in the photovoltaic industry [2][4] - The company is shifting focus towards semiconductor and chip clients, despite longer certification cycles [3][24] - The small power battery market is expected to grow significantly, with strong demand for two-wheeled vehicles and energy storage [14] Pricing and Cost Management - The rise in lithium carbonate prices has alleviated cost pressures, with expectations for improved profitability in Q4 2025 [12] - The company does not have plans for proactive price increases but will adjust prices in line with lithium carbonate fluctuations [12] - Aiming for a gross margin target of 10-15%, with challenges to exceed 20% [13] Strategic Initiatives - Multi-Fluoro is exploring the Southeast Asian market for small power batteries, where demand is high and supply is currently insufficient [2][14] - The company has a planned 20,000-ton expansion project that can be initiated quickly if market demand increases [7] - The company is also involved in solid-state battery development, focusing on material compatibility and cost reduction [20][21] Challenges and Future Outlook - The electronic information materials segment is expected to continue facing challenges due to the photovoltaic sector's struggles [23] - The company anticipates that the overall market conditions will improve, allowing for potential capacity expansion in 2026 if demand rises [6][25] - The company is cautious about the construction of new facilities in South Korea due to regulatory and market uncertainties [11] Conclusion - Multi-Fluoro Co., Ltd. is navigating a complex market landscape with a focus on expanding its new energy materials and battery segments while managing cost pressures and shifting strategic priorities towards semiconductor applications. The company remains optimistic about future growth opportunities, particularly in the small power battery market and potential recovery in the lithium market.

本次交流会分为公司2025年半年度经营业绩情况说明和交流互动两个环节。 2025年8月26日10:00 - 11:00，多氟多新材料股份有限公司举行了业绩说明会及电话会议，与长江证券股 份有限公司等69家机构进行交流。上市公司接待人员包括董事会秘书彭超、证券部部长王蓓以及投关负 责人郭瑞宽 。 点击查看公告原文>> 责任编辑：小浪快报 在公司上半年经营业绩方面，2025年上半年，多氟多实现营业收入43.28亿元，同比下降6.65%；归属于 上市公司股东的净利润0.51亿元，同比下降16.55%；基本每股收益为0.04元/股。公司表示，所处行业竞 争激烈，虽六氟磷酸锂等部分主营产品产销量提升，但市场价格低位运行，致使盈利能力降低。未来， 公司计划通过扩展市场、优化服务、提升运营效率等方式应对。 在交流互动环节，机构就多个业务板块进行提问： 1.业务版块营收与盈利：上半年，氟基新材料营收占 比30.39%，电子信息材料营收占比5.55%，新能源材料营收占比34.97%，新能源电池营收占比25.30%。 氟基新材料、新能源材料和新能源电池对毛利的贡献分别为8.62%、19.53%、9.74%。 2.六氟磷酸锂出 货 ...

证券代码：002407 证券简称：多氟多 多氟多新材料股份有限公司 投资者关系活动记录表 编号：20250826 投资者关系 活动类别 特定对象调研 分析师会议 □媒体采访 ☑业绩说明会 □新闻发布会 □路演活动 现场参观 ☑其他（电话会议） 参与单位名称 及人员姓名 详细参会单位见后续附件 时间 2025 年 8 月 26 日 10:00-11:00 地点 线上会议 上市公司接待 人员姓名 董事会秘书：彭 超 证券部部长：王 蓓 投关负责人：郭瑞宽 投资者关系活动 主要内容介绍 本次交流会分为两个部分：第一部分为公司 2025 年半年度经营 业绩情况说明；第二部分为交流互动环节。 一、公司上半年经营业绩 2025年上半年，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 0.51 亿元，同比下降 16.55%；基本 每股收益为 0.04 元/股。 报告期内，公司所处行业竞争日益激烈，虽然公司六氟磷酸锂 等部分主营产品产销量均有提升，但市场价格持续低位运行，导致 公司盈利能力降低。 未来，公司将通过扩展市场、优化服务、提升运营效率等方式， 进一步降低生产成本和费用支出，提 ...

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。 ...