多氟多新材料股份有限公司 2025 年半年度报告全文 多氟多新材料股份有限公司 2025 年半年度报告 2025 年 8 月 1 多氟多新材料股份有限公司 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。 公司负责人李云峰、主管会计工作负责人程立静及会计机构负责人(会计 主管人员)侯春霞声明：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。 本报告涉及的未来计划、发展战略等前瞻性描述，不代表公司盈利预 测，不构成公司对投资者的实质承诺，投资者及相关人士均应对此保持足够 的风险意识，并且应当理解计划、预测与承诺之间的差异，请投资者注意投 资风险。 公司在本报告"第三节 管理层讨论与分析"中"十、公司面临的风险和 应对措施"部分，详细描述了公司经营中可能存在的风险及应对措施，敬请 投资者注意相关内容。 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 | 第一节 重要提示、目录和释义 | 2 | ...

Group 1 - The core point of the news is that Multi-Flor (SZ002407) has received preliminary approval for an environmental assessment of its subsidiary's project to produce 2,000 tons of trimethyl phosphite and 1,000 tons of triethyl phosphite, with a total investment of 300 million yuan [1] - The "A-share Green Report" project aims to enhance transparency in environmental information of listed companies, utilizing authoritative environmental regulatory data from 31 provinces and 337 cities [1] - The latest A-share Green Weekly Report indicated that eight listed companies have recently exposed environmental risks [1] Group 2 - Multi-Flor's main business segments are industrial and other industries, contributing 76.31% and 23.69% to its revenue, respectively [2] - The company's market capitalization is 15.654 billion yuan, with projected revenues of 11.937 billion yuan for 2023 and 8.207 billion yuan for 2024 [3] - The net profit attributable to shareholders is projected to be 50.981 billion yuan for 2023, with a significant loss of 30.848 billion yuan in 2024 [3]

Group 1 - The chemical sector experienced a volatile upward trend on August 18, with the Chemical ETF (516020) opening high and fluctuating in positive territory, rising over 1% at one point and closing up 0.59% [1] - Key stocks in the sector included lithium battery and fluorochemical companies, with notable gains from Xinzhou Bang and Kaisa Bio, both up over 6%, and other companies like Juhua Co. and Lianhong Xinke rising over 4% [1][2] - The chemical ETF's underlying index had a price-to-book ratio of 2.11, indicating a low valuation at the 29.22 percentile over the past decade, suggesting attractive long-term investment opportunities [3] Group 2 - Analysts predict that the chemical industry will see a stabilization in domestic demand due to the implementation of various expansion policies, although competition on the supply side may lead to weaker product prices and lower capacity utilization [1][3] - The chemical market is expected to undergo a phase of recovery, particularly in sub-sectors like pesticides, organic silicon, and polyester filament, as the industry addresses issues of overcapacity and excessive competition [3] - The Chemical ETF (516020) provides a diversified investment approach, covering various sub-sectors and concentrating nearly 50% of its holdings in large-cap leading stocks, which allows investors to capitalize on strong market trends [4]

Group 1 - The provincial Industrial and Information Technology Department is actively assisting Yutong in advancing the hydrogen energy vehicle industry by coordinating local efforts to improve the hydrogen energy ecosystem and facilitating collaboration among upstream and downstream enterprises, achieving self-control in 5 out of 8 key technologies [1] - The department is also promoting the use of Luoyang Axle's bearings in Zhengzhou Metro and has established a cooperation alliance for rail transit vehicle bearing development, which has led to multiple projects receiving long-term low-interest loans and subsidies, significantly reducing operational costs for enterprises [1] - The "Learning, Checking, and Improving" initiative has been launched to enhance government services for enterprises, with the department playing a leading role in addressing real issues, improving services, and promoting development in the manufacturing sector [1] Group 2 - The department has visited over 100 "Four Up" enterprises, acting as policy promoters and problem solvers, collecting over 10,000 requests with a resolution rate exceeding 90%, and facilitating numerous market connection activities resulting in significant financial agreements [2] - Policies have been implemented to support industrial enterprises, including a production reward policy benefiting 2,656 companies with funding of 450 million yuan, and a commitment to allocate 1.157 billion yuan for high-quality manufacturing development throughout the year [2] - The department is promoting digital transformation in enterprises through tailored strategies, achieving an 87% coverage rate of intelligent application scenarios among large-scale enterprises [2] Group 3 - Collaborative efforts with other departments have led to the launch of key technology projects, with 24 technology initiatives announced and 5 funded projects totaling 86.25 million yuan, contributing to a stable and improving industrial economy [3] - The department aims to establish a long-term mechanism for enterprise services, focusing on problem-solving, service quality assessment, and promoting the development of the real economy through government-enterprise interaction [3] - The company Duofuduo has benefited from the initiative, receiving production rewards and support for applying for a national manufacturing innovation center, which will help establish a national-level innovation platform [3]

Core Viewpoint - The company has successfully completed a share repurchase program, acquiring a total of 13,014,260 shares, which represents 1.09% of its total share capital, within the specified budget and timeframe [3][4][11]. Summary by Sections Share Repurchase Plan - The company approved a share repurchase plan with a total budget ranging from 151 million to 300 million RMB, with a maximum repurchase price set at 19 RMB per share [1]. - Following the annual equity distribution in July 2025, the maximum repurchase price was adjusted to 18.81 RMB per share [2]. Implementation Status - As of August 14, 2025, the company completed the share repurchase, having repurchased 13,014,260 shares at prices ranging from 10.66 RMB to 12.81 RMB per share, totaling approximately 151.38 million RMB [3][4]. - The implementation of the repurchase plan was in accordance with the previously disclosed terms and conditions [4]. Impact on the Company - The share repurchase is not expected to significantly impact the company's operations, finances, research and development, debt obligations, or future growth [5]. - The repurchase will not alter the company's control or affect its listing status [5]. Compliance and Conduct - The company confirmed that no insider trading occurred among its directors, supervisors, senior management, or major shareholders during the repurchase period [7]. - The share repurchase adhered to relevant regulations, including not executing trades during sensitive periods or at prices that would violate trading limits [8][9]. Future Plans for Repurchased Shares - The repurchased shares will be used for employee stock ownership plans or equity incentive programs. If not utilized within 36 months, the unutilized shares will be canceled [11].

Group 1 - The stock price of Duofuduo reached 12.89 yuan as of August 15, 2025, reflecting an increase of 0.38 yuan from the previous trading day [1] - The opening price for the day was 12.46 yuan, with a highest point of 12.95 yuan and a lowest point of 12.45 yuan, resulting in a trading volume of 326,900 hands and a transaction amount of 418 million yuan [1] - Duofuduo's main business includes fluorochemical and new materials, with products such as inorganic fluorides, electronic chemicals, and lithium battery materials, positioning the company as a significant player in the domestic fluorochemical industry [1] Group 2 - As of August 14, 2025, Duofuduo has repurchased a total of 13.0143 million shares, accounting for 1.09% of the company's total share capital [1]

Group 1 - The company, Duo Fluoride (002407), announced the completion of its share repurchase plan as of August 14, 2025 [1] - The company repurchased a total of 13,014,260 shares through a dedicated securities account via centralized bidding, which represents 1.09% of the company's current total share capital [1]

格隆汇8月15日丨多氟多(002407.SZ)公布，截至2025年8月14日，本次回购方案实施完毕，在本次回购 方案中，公司通过股票回购专用证券账户以集中竞价交易方式累计回购股份13,014,260股，占公司目前 总股本的1.09%，最高成交价为12.81元/股，最低成交价为10.66元/股，成交金额为1.51亿元(不含交易费 用)。 ...

今日涨跌幅居前的概念板块 资金面上看，今日PVDF概念板块获主力资金净流入5.19亿元，其中，15股获主力资金净流入，6股主力 资金净流入超3000万元，净流入资金居首的是东阳光，今日主力资金净流入1.61亿元，净流入资金居前 的还有巨化股份、黑猫股份、多氟多等，主力资金分别净流入9142.39万元、4283.04万元、3498.11万 元。 资金流入比率方面，ST联创、东阳光、东峰集团等流入比率居前，主力资金净流入率分别为15.63%、 11.45%、10.59%。（数据宝） 截至8月15日收盘，PVDF概念上涨3.55%，位居概念板块涨幅第8，板块内，16股上涨，东阳光涨停， 金明精机、ST联创、黑猫股份等涨幅居前，分别上涨6.74%、5.78%、4.44%。 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | PEEK材料 | 5.31 | 兵装重组概念 | -1.89 | | 液冷服务器 | 4.47 | 芬太尼 | 0.10 | | PCB概念 | 4.28 | 超级品牌 | 0.34 | | 光刻胶 | 3.76 | 猪肉 | ...

一、回购公司股份的实施情况 2025年1月14日，公司首次通过股份回购专用证券账户以集中竞价交易方式实施回 购股份。具体内容详见公司于2025年1月15日在《证券时报》《上海证券报》和巨潮资讯 网（http://www.cninfo.com.cn）披露的《关于首次回购公司股份的进展公告》（公告 编号：2025-007）。 证券代码：002407 证券简称：多氟多 公告编号：2025-066 多氟多新材料股份有限公司 关于回购股份比例达到 1%暨回购完成的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 多氟多新材料股份有限公司(以下简称"公司")分别于2024年12月2日召开第七届 董事会第二十三次会议、2024年12月19日召开2024年第三次临时股东大会，审议通过了 《关于回购公司股份方案的议案》，同意公司使用自有资金和回购专项贷款以集中竞价 交易的方式回购公司股份，回购的资金总额区间为1.51亿元-3亿元，回购价格不超过19 元/股（含），回购实施期限为自股东大会审议通过本次回购方案之日起12个月内。具体 内 容 请 详 见 公 司 刊 登 于 《 ...