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多氟多(002407)8月12日主力资金净流出2079.05万元
Sou Hu Cai Jing· 2025-08-12 10:52
天眼查商业履历信息显示,多氟多新材料股份有限公司,成立于1999年,位于焦作市,是一家以从事化 学原料和化学制品制造业为主的企业。企业注册资本119043.2569万人民币,实缴资本5400万人民币。 公司法定代表人为李云峰。 通过天眼查大数据分析,多氟多新材料股份有限公司共对外投资了46家企业,参与招投标项目5000次, 知识产权方面有商标信息39条,专利信息452条,此外企业还拥有行政许可895个。 金融界消息 截至2025年8月12日收盘,多氟多(002407)报收于12.72元,下跌0.93%,换手率2.42%, 成交量26.20万手,成交金额3.32亿元。 资金流向方面,今日主力资金净流出2079.05万元,占比成交额6.26%。其中,超大单净流出1591.71万 元、占成交额4.79%,大单净流出487.33万元、占成交额1.47%,中单净流出流入1507.88万元、占成交 额4.54%,小单净流入571.17万元、占成交额1.72%。 多氟多最新一期业绩显示,截至2025一季报,公司营业总收入20.98亿元、同比减少2.09%,归属净利润 6473.06万元,同比增长69.24%,扣非净利润20 ...
多氟多新材料股份有限公司关于开立募集资金专户并签订三方监管协议的公告
Shang Hai Zheng Quan Bao· 2025-08-11 19:36
证券代码:002407 证券简称:多氟多 公告编号:2025-065 多氟多新材料股份有限公司 关于开立募集资金专户并签订三方监管协议的公告 登录新浪财经APP 搜索【信披】查看更多考评等级 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。 多氟多新材料股份有限公司(以下简称"公司")于2025年8月7日召开第七届董事会第三十一次会议、第 七届监事会第二十四次会议,审议通过了《关于使用部分闲置募集资金暂时补充流动资金并拟在银行开 立募集资金临时补流专项账户、授权签订募集资金三方监管协议的议案》。近日,公司与保荐机构中国 国际金融股份有限公司、中原银行股份有限公司焦作分行签订了《募集资金三方监管协议》,具体情况 公告如下: 一、募集资金基本情况 经中国证券监督管理委员会出具的《关于核准多氟多新材料股份有限公司非公开发行股票的批复》(证 监许可[2022]2962号)的核准,公司以16.35元/股向特定对象发行人民币普通股(A股)122,324,159股, 募集资金总额为1,999,999,999.65元,扣除各项发行费用11,963,476.94元后的实际募集资金 ...
多氟多(002407) - 关于开立募集资金专户并签订三方监管协议的公告
2025-08-11 10:00
多氟多新材料股份有限公司 证券代码:002407 证券简称:多氟多 公告编号:2025-065 关于开立募集资金专户并签订三方监管协议的公告 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。 多氟多新材料股份有限公司(以下简称"公司")于2025年8月7日召开第七 届董事会第三十一次会议、第七届监事会第二十四次会议,审议通过了《关于使 用部分闲置募集资金暂时补充流动资金并拟在银行开立募集资金临时补流专项 账户、授权签订募集资金三方监管协议的议案》。近日,公司与保荐机构中国国 际金融股份有限公司、中原银行股份有限公司焦作分行签订了《募集资金三方监 管协议》,具体情况公告如下: 一、募集资金基本情况 经中国证券监督管理委员会出具的《关于核准多氟多新材料股份有限公司非 公开发行股票的批复》(证监许可[2022]2962号)的核准,公司以16.35元/股向 特 定 对 象 发 行 人 民 币 普 通 股 ( A 股 ) 122,324,159 股 , 募 集 资 金 总 额 为 1,999,999,999.65元,扣除各项发行费用11,963,476.94元后的实际募集 ...
乘联会小幅上调全年预期
Dong Zheng Qi Huo· 2025-08-10 07:43
1. Report Industry Investment Rating No relevant content provided. 2. Core Views of the Report - In the 31st week of 2025 (July 28 - August 3), domestic passenger car and new energy passenger car sales increased week - on - week. Passenger car retail sales were 465,000 units, a year - on - year increase of 2.8%; new energy passenger car retail sales were 247,000 units, a year - on - year increase of 10.4%, with a penetration rate of 53.1%. Since the beginning of the year, cumulative passenger car retail sales were 12.563 million units, a year - on - year increase of 7.0%; cumulative new energy passenger car retail sales were 6.407 million units, a year - on - year increase of 26.9%, with a cumulative penetration rate of 51.0% [2][110][118]. - The China Passenger Car Association slightly raised the full - year forecast for 2025. It is expected that passenger car retail sales will reach 24.35 million units, a 6% increase, with the forecast volume 300,000 units more than the June forecast; passenger car exports will be 5.46 million units, a 14% increase, with the forecast volume 160,000 units higher than the initial forecast; new energy passenger car wholesale will be 15.48 million units, a 27% increase, with the forecast volume slightly down from the June forecast, and the new energy wholesale penetration rate will reach 56%; automobile wholesale will be 34.04 million units, an 8% increase, with the forecast volume 5 percentage points higher than the initial forecast [2][108][118]. 3. Summary According to the Directory 3.1. Key Target Tracking - The report presents the weekly price changes of relevant sectors and listed companies. For example, among listed companies, Great Wall Motor (601633.SH) had a weekly increase of 3.00%, while BYD (002594.SZ) had a weekly decrease of 1.77% [16]. 3.2. Industrial Chain Data Tracking 3.2.1. China New Energy Vehicle Market Tracking - **Sales and Exports**: Charts show the sales (seasonal), penetration rate, domestic sales (seasonal), exports (seasonal), and sales of EV and PHV in the Chinese new energy vehicle market [17][22][24]. - **Inventory Changes**: Charts display the monthly new inventory of new energy passenger vehicle channels and manufacturers [26]. - **Delivery Volume of New Energy Vehicle Manufacturers**: Charts present the monthly delivery volumes of several new energy vehicle manufacturers such as Leapmotor, Li Auto, XPeng, etc. [29][33][35]. 3.2.2. Global and Overseas New Energy Vehicle Market Tracking - **Global Market**: Charts show the sales (by region), penetration rate, and sales of EV and PHV in the global new energy vehicle market [41][44]. - **European Market**: Charts present the sales, penetration rate, and sales of EV and PHV in the European new energy vehicle market, as well as the sales of EV and PHV in the UK, Germany, and France [46][49][50]. - **North American Market**: Charts show the sales, penetration rate, and sales of EV and PHV in the North American new energy vehicle market [59][60]. - **Other Regions**: Charts display the sales, penetration rate, and sales of EV and PHV in other regions, including Japan, South Korea, and Thailand [62][63][67]. 3.2.3. Power Battery Industry Chain - Charts show the power battery loading volume (by material), export volume (by material), weekly average price of battery cells, cell material cost, and the operating rates and prices of various battery materials such as ternary materials, precursors, lithium iron phosphate, etc. [78][82][83]. 3.2.4. Other Upstream Raw Materials - Charts present the daily prices of rubber, glass, steel, and aluminum [102][104]. 3.3. Hot News Summary 3.3.1. China: Policy Dynamics - The State Administration for Market Regulation plans to build a number of national carbon measurement centers by 2030, with priority given to the carbon measurement needs of key industries such as power batteries [108]. 3.3.2. China: Industry Dynamics - The China Passenger Car Association slightly raised the full - year forecast for 2025, including the increase in passenger car retail, exports, and automobile wholesale, and a slight decrease in new energy passenger car wholesale forecast [108]. - In July, the new energy wholesale sales were 1.18 million units, a year - on - year increase of 25%, and the cumulative wholesale from January to July was 7.63 million units, a year - on - year increase of 35% [109]. - From July 1 - 31, new energy retail sales increased by 14% year - on - year, and the cumulative retail sales since the beginning of the year increased by 30% year - on - year [110]. - From January to June, the domestic charging infrastructure increment was 3.282 million units, a year - on - year increase of 99.2%, and the vehicle - to - charging - pile increment ratio was 1.8:1 [111]. 3.3.3. China: Enterprise Dynamics - Sunwoda plans to list in Hong Kong and build a new production base in Vietnam with a total investment of no more than RMB 2 billion [113]. - Leapmotor's first batch of electric SUVs arrived in Brazil [114]. 3.3.4. Overseas: Policy Dynamics - Russia will allocate 5.7 billion rubles from 2025 - 2027 to develop electric vehicle charging infrastructure, aiming to have 28,000 DC charging stations with an output power over 149kW in operation by 2030 [114]. 3.3.5. Overseas: Industry Dynamics - In the UK, July passenger car sales decreased by 5.0% to 140,000 units, while pure - electric and plug - in hybrid vehicles increased by 9.1% and 33.0% respectively [115]. - In Germany, July passenger car sales increased by 11.1% to 265,000 units, with pure - electric and plug - in hybrid vehicles increasing by 58.0% and 83.6% respectively [116]. - In Brazil, July new car sales increased by 0.8% to 243,000 units, with pure - electric and plug - in hybrid vehicles increasing by 48.2% and 22.3% respectively [116]. 3.4. Industry Views - Similar to the core views, it emphasizes the sales situation in the 31st week of 2025 and the adjustment of the full - year forecast by the China Passenger Car Association [118]. 3.5. Investment Suggestions - The penetration rate of the Chinese new energy vehicle market exceeded 30% in 2023 and 50% since 2024. In 2025, high - competitiveness new car products continue to be launched, and price wars are gradually halted. Overseas, due to strong trade protectionism in Europe and the US, there are risks in exports. Attention should be paid to new growth points such as countries along the Belt and Road and the Middle East. In terms of the competitive landscape, domestic independent brands' market share continues to expand, and attention should be paid to companies with strong product capabilities, smooth overseas expansion, and stable supply [3][119].
2025H1圆柱动力电池装机同增超50%
高工锂电· 2025-08-08 10:21
Core Insights - The article highlights the upcoming 2025 High-tech Lithium Battery Annual Conference, which will take place from November 18-20, 2025, in Shenzhen, China, celebrating its 15th anniversary and featuring the High-tech Golden Ball Awards [2][3]. Industry Overview - In the first half of 2025, China's new energy vehicle sales reached approximately 567.4 million units, marking a year-on-year increase of 33%. The installed capacity of power batteries was about 288.1 GWh, reflecting a year-on-year growth of 44% [3]. - Among battery shapes, cylindrical power batteries exhibited the highest growth rate, with a year-on-year increase of 51%, reaching an installed capacity of 6.2 GWh [4]. Market Developments - In the first half of 2025, six new models adopted cylindrical batteries, including Wuling Hongguang REEV and Lingbao BOX, with battery supply from companies like Dofluorid and Zhongbi New Energy [6]. - EVE Energy reported that the yield of its large cylindrical batteries improved from over 80% at the beginning of 2023 to 97%, addressing challenges in welding and metal debris control [6][7]. Company Highlights - EVE Energy is constructing a new factory in Hungary, planning three production lines for large cylindrical batteries, with mass production expected by the end of 2025. The company has also established a partnership with BMW Group to supply large cylindrical batteries for its new generation models, set for mass production in 2026 [7][8]. - Dofluorid's large cylindrical battery shipments reached 8.8 million units in July, a year-on-year increase of 45%, with expectations to exceed 9.5 million units in August [8][9]. - By October 2025, Dofluorid's large cylindrical battery production capacity is projected to increase from 14 GWh to 22 GWh, covering a full range of specifications [9]. Competitive Landscape - LG Energy Solution (LGES) is a key supplier of cylindrical batteries for Tesla's Model Y and Model 3, with a year-on-year increase in installed capacity of 51.4%. However, Tesla's sales in the Chinese market declined by approximately 5.4% year-on-year in the first half of 2025 [9].
多氟多股价下跌1.42% 公司审议募集资金补充流动资金议案
Jin Rong Jie· 2025-08-07 19:43
Group 1 - The stock price of Duofuduo is reported at 12.49 yuan as of August 7, 2025, with a decline of 1.42% compared to the previous trading day [1] - The trading volume on the same day reached 277 million yuan, with a fluctuation of 2.13% [1] - Duofuduo's main business includes industrial and other sectors, with industrial activities accounting for 76.31% of its operations [1] Group 2 - The company specializes in the research, production, and sales of fluorochemical products, which are widely used in new energy and electronic materials [1] - On August 7, the board of directors approved a proposal to permanently supplement working capital with 8.7139 million yuan of surplus raised funds [1] - The company also discussed temporary replenishment of idle raised funds and the establishment of special accounts [1] Group 3 - On August 7, there was a net outflow of main funds amounting to 31.0651 million yuan, with a cumulative net outflow of 15.0040 million yuan over the past five days [1]
多氟多新材料股份有限公司第七届董事会第三十一次会议决议公告
Shang Hai Zheng Quan Bao· 2025-08-07 18:55
Group 1 - The company held its 31st meeting of the 7th Board of Directors on August 7, 2025, with all 9 directors present, complying with legal requirements for decision-making [2][3] - The Board approved the use of idle raised funds to temporarily supplement working capital, with a maximum amount of RMB 55 million, to be used for business-related operations [3][10] - The Board also approved the use of surplus raised funds for permanent working capital supplementation, amounting to RMB 8.71 million, which is 3.35% of the net raised funds for a specific project [4][34] Group 2 - The company plans to open a temporary special account for the raised funds at Zhongyuan Bank, ensuring compliance with relevant regulations and protecting shareholder interests [22][24] - The Supervisory Board also approved the use of idle raised funds for temporary working capital, affirming that it aligns with the company's operational needs and does not affect ongoing projects [10][37] - The company has established a rigorous management system for raised funds, ensuring they are used exclusively for designated purposes and maintaining transparency [33][35]
多氟多:8月7日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-08-07 08:46
2024年1至12月份,多氟多的营业收入构成为:工业占比76.31%,其他行业占比23.69%。 多氟多(SZ 002407,收盘价:12.49元)8月7日晚间发布公告称,公司第七届第三十一次董事会会议于 2025年8月7日在焦作市中站区焦克路公司科技大厦五楼会议室以现场和通讯相结合方式召开。会议审议 了《关于使用部分闲置募集资金暂时补充流动资金并拟在银行开立募集资金临时补流专项账户、授权签 订募集资金三方监管协议的议案》等文件。 (文章来源:每日经济新闻) ...
多氟多: 关于使用节余募集资金永久补充流动资金的公告
Zheng Quan Zhi Xing· 2025-08-07 08:08
证券代码:002407 证券简称:多氟多 公告编号:2025-064 多氟多新材料股份有限公司 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。 多氟多新材料股份有限公司(以下简称"公司")于2025年8月7日召开第七 届董事会第三十一次会议、第七届监事会第二十四次会议,审议通过了《关于使 用节余募集资金永久补充流动资金的议案》。同意公司将2021年向特定对象发行 股票募集资金投资项目"年产3万吨高性能无水氟化铝技术改造项目"的节余募 集资金871.39万元(截至2025年7月31日含利息金额188.63万元,最终金额以资金 转出当日银行结息余额为准)用于永久性补充流动资金。 因本次永久补流的节余募集资金未超过"年产3万吨高性能无水氟化铝技术 改造项目"募集资金净额的10%,根据《上市公司募集资金监管规则》《深圳证 券交易所股票上市规则》《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》及公司《募集资金管理办法》等规定,本议案无需提交股 东大会审议。现将有关情况公告如下: 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 ...
多氟多: 中国国际金融股份有限公司关于多氟多新材料股份有限公司使用部分闲置募集资金暂时补充流动资金的核查意见
Zheng Quan Zhi Xing· 2025-08-07 08:08
中国国际金融股份有限公司 一、募集资金基本情况 经中国证券监督管理委员会出具的《关于核准多氟多新材料股份有限公司非 公开发行股票的批复》(证监许可[2022]2962 号)的核准,公司以 16.35 元/股向 特 定 对 象 发 行 人 民 币 普 通 股 ( A 股 ) 122,324,159 股 , 募 集 资 金 总 额 为 为 1,988,036,522.71 元。 《深圳证券 关于多氟多新材料股份有限公司 交易所股票上市规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板 《深圳证券交易所上市公司自律监管指引第 13 号——保荐业 使用部分闲置募集资金暂时补充流动资金的核查意见 上市公司规范运作》 务》等相关法律、法规和规范性文件的规定,对多氟多使用部分闲置募集资金暂 时补充流动资金的事项进行了审慎核查,具体情况如下: 《上市公司募集资金监管规则》 中国国际金融股份有限公司(以下简称"中金公司"、"保荐机构")作为多 氟多新材料股份有限公司(以下简称"多氟多"、"公司")的持续督导机构,根 据《证券发行上市保荐业务管理办法》 上述募集资金到位情况业经大华会计师事务所(特殊普通合伙)于 202 ...