[Performance Forecast Overview](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company forecasts a significant year-on-year performance increase for H1 2025, with substantial growth in key net profit indicators [Performance Forecast Period](index=1&type=section&id=1.%20Performance%20Forecast%20Period) This section specifies the time frame covered by the performance forecast as the first half of 2025 - The performance forecast period is from **January 1, 2025, to June 30, 2025**[3](index=3&type=chunk) [Detailed Performance Forecast](index=1&type=section&id=2.%20Forecasted%20Performance) The company forecasts substantial year-on-year growth in H1 2025 net profit, adjusted net profit, and basic earnings per share - Forecasted performance shows a **year-on-year increase**[3](index=3&type=chunk) Key Financial Indicators for H1 2025 Performance Forecast | Indicator | Estimated for Current Period (RMB 10,000) | Same Period Last Year (RMB 10,000) | Year-on-Year Growth Rate | | :--- | :--- | :--- | :--- | | Net Profit Attributable to Shareholders | 1,397 – 2,090 | 691.32 | 102.08% – 202.32% | | Net Profit After Non-Recurring Items | 1,341 – 2,010 | 432.50 | 210.06% – 364.74% | | Basic Earnings Per Share (RMB/share) | 0.0228 – 0.0342 | 0.0113 | - | [Communication with Accounting Firm](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm) The financial data related to this performance forecast has not been audited by an accounting firm - The financial data in this performance forecast has **not been audited** by an accounting firm[4](index=4&type=chunk) [Reasons for Performance Change](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Change) Performance growth is mainly due to increased sales volume in the chemicals business, driving higher main business revenue - During the reporting period, the company's **chemicals business sales volume increased** year-on-year[5](index=5&type=chunk) - Main business revenue **increased** compared to the same period last year[5](index=5&type=chunk) [Other Explanations](index=2&type=section&id=IV.%20Other%20Related%20Explanations) This preliminary, unaudited forecast's final data is in the semi-annual report; investors are advised to note investment risks - This performance forecast is a **preliminary estimate** by the company's finance department and has not been audited by an accounting firm[6](index=6&type=chunk) - Specific financial data will be subject to the company's officially disclosed **2025 semi-annual report**[6](index=6&type=chunk) - Investors are advised to **exercise caution** in their decisions and be aware of investment risks[6](index=6&type=chunk)

一、股权回购事项概述 2024 年 4 月，山东宝莫生物化工股份有限公司（以下简称"公司"）的全资 子公司成都宝莫矿业有限公司（以下简称"成都宝莫"）与蔡建军、湖南众鑫实 业发展有限公司（以下简称"湖南众鑫"、与蔡建军合称"交易对方"）、醴陵市 日景矿业发展有限公司（以下简称"日景矿业"）在成都市签署了《成都宝莫矿 业有限公司、湖南众鑫实业发展有限公司、蔡建军、醴陵市日景矿业发展有限公 司关于醴陵市日景矿业发展有限公司之股权回购协议》（以下简称"《股权回购协 议》"）。成都宝莫与交易对方、日景矿业签署的《股权回购协议》已分别经公司 第六届董事会第十一次会议、公司 2023 年年度股东大会审议通过，具体内容分 别详见公司 2024 年 4 月 29 日、2024 年 5 月 23 日披露于巨潮资讯网 （http://www.cninfo.com.cn/）的《关于全资子公司与交易对方签署股权回购 协议暨关联交易的公告》（公告编号：2024-012）、《2023 年年度股东大会决议公 告》（公告编号：2024-017）。 2024 年 12 月，湖南众鑫依据《股权回购协议》指定湖南鑫聚矿业有限公司 （以下简称"湖南 ...

Group 1 - The core viewpoint of the article highlights a significant decline in oil and gas stocks due to a sharp drop in international oil prices [1] - Affected companies include Tongyuan Petroleum, Intercontinental Oil & Gas, Baomo Co., Taishan Petroleum, Beiken Energy, Zhun Oil, Zhongman Petroleum, and Shandong Molong, all of which experienced trading halts at their lower limits [1] - The international crude oil futures settlement prices saw a substantial decrease, with WTI crude oil futures for August contracts falling by 7.22% and Brent crude oil futures for August contracts dropping by 7.18% [1]

Group 1 - The stock of Shandong Baomo Biological Chemical Co., Ltd. (referred to as "the company") experienced abnormal trading fluctuations over three consecutive trading days on June 19 and June 20, 2025, as per the relevant regulations [1] - The company conducted a verification process regarding the abnormal trading fluctuations and confirmed that there were no undisclosed significant information or major changes affecting the stock price [1] - The board of directors confirmed that there are no matters that should have been disclosed according to the Shenzhen Stock Exchange listing rules that have not been disclosed, nor any significant information that could impact the trading price of the company's stock and its derivatives [1]

证券代码：002476 证券简称：宝莫股份 公告编号：2025-033 山东宝莫生物化工股份有限公司 关于股票交易异常波动公告 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。 一、股票交易异常波动的情况介绍 山东宝莫生物化工股份有限公司（以下简称"公司"；证券简称：宝莫股份； 证券代码：002476）股票交易价格连续三个交易日内（2025 年 6 月 19 日、6 月 20 日、6 月 23 日）收盘价格涨幅偏离值累计达到 20％，根据《深圳证券交易所 交易规则》的相关规定，属于股票交易异常波动情况。 二、公司关注、核实情况说明 针对公司股票交易异常波动，公司按照相关规定的要求进行了核查，现将有 关核查情况说明如下： 1.公司前期披露的信息不存在需要更正、补充之处； 2.公司未发现近期有公共媒体报道了可能或已经对本公司股票交易价格产 生较大影响的未公开重大信息； 1 等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、协 议等；董事会也未获悉公司有根据《深圳证券交易所股票上市规则》等有关规定 应予以披露而未披露的、对公司股票及其衍生品种交易价格 ...

Core Viewpoint - Baomo Co., Ltd. (002476) announced that there are no significant changes in its operational situation or external business environment, and no major undisclosed matters exist regarding the company [1] Summary by Relevant Sections - **Company Operations** - The company confirmed that its previously disclosed information does not require correction or supplementation [1] - There have been no significant changes in the company's operational situation or external business environment recently [1] - **Disclosure and Trading Activity** - The company, its controlling shareholders, and actual controllers have no undisclosed major matters related to the company [1] - During the period of abnormal stock fluctuations, the controlling shareholders and actual controllers did not buy or sell the company's stock [1]

Group 1: Solid-State Battery Sector - Nord Shares experienced a 10.12% increase over three consecutive days, attributed to solid-state battery developments [3] - Xiangtan Electric Chemical saw a first board increase of 10.05%, also linked to solid-state battery advancements [3] - Fengyuan Shares had a first board rise of 10.03%, driven by solid-state battery news [3] - Haike New Source achieved a first board increase of 20.02%, related to solid-state battery technology [3] - Keheng Shares recorded an 11.68% rise, associated with solid-state battery innovations [3] Group 2: Robotics Sector - Kaiwang Technology had a first board increase of 20.01%, driven by robotics and connectivity [5] - Rongtai Shares saw a first board rise of 10.01%, linked to robotics [5] - Baoxin Technology experienced a first board increase of 10.00%, attributed to robotics developments [5] - Jiangsu Leili recorded an 11.98% rise, associated with robotics [5] - Shuanglin Shares had a 10.06% increase, also related to robotics [5] Group 3: AI and Chip Industry - Guojin Securities reported that Nvidia's GB200/300 is actively increasing orders, predicting explosive growth for ASICs in 2025 and 2026, with many AI-PCB companies experiencing strong orders [6] - Marvell revised its data center and AI ASIC target share, increasing the total addressable market (TAM) for data centers to $94 billion by 2028, up from $75 billion, and for AI custom chips (ASIC) to $54 billion, up from $43 billion [9] Group 4: Oil and Gas Services - Reports indicate that U.S. officials are preparing for potential strikes on Iran, which may impact the oil and gas sector [11] Group 5: Digital Currency - Circle, the first stock of stablecoins, surged over 33% in the overnight market, closing at $199.59, which is more than 540% above its issue price of $31 [13] Group 6: Market Focus Stocks - Dongxin Peace saw a 10.02% increase over nine days, with six consecutive boards [18] - Zhun Oil Shares recorded a 9.96% rise over five consecutive boards [12] - Shandong Molong experienced a 10.00% increase over five consecutive boards [12]

Core Viewpoint - The demand for transfer tape is rapidly increasing due to the growth of industries such as electronics, optics, and automotive, indicating significant market potential. The market size of China's transfer tape industry is projected to grow from 24.583 billion yuan in 2017 to 38.257 billion yuan in 2024, with a compound annual growth rate (CAGR) of 6.52% [1][10]. Industry Overview - Transfer tape is a specialized adhesive tape used to transfer materials or patterns from one surface to another, featuring properties such as adhesion, durability, and ease of use. It is composed of a substrate and adhesive material, making it suitable for various applications in both daily life and industrial production [2]. - The production process of transfer tape includes raw material procurement, coating, drying and curing, slitting, inspection, and packaging [2]. Industry Chain - The upstream raw materials for the transfer tape industry include substrates like polyester film and polyethylene film, and adhesives such as acrylic and rubber, which determine the tape's key performance characteristics [4]. - The downstream applications of transfer tape span across electronics, automotive, optics, and medical sectors, where it is used for tasks such as component fixation, protection, and ensuring product quality [4]. Market Size and Growth - The market size of the polyester film industry, a key component in transfer tape, is expected to grow from 32.15 billion yuan in 2021 to 50.17 billion yuan in 2024, with a CAGR of 7.7%, supporting the growth of the transfer tape industry [6]. - The electronic information manufacturing sector in China is projected to see a significant increase, with a year-on-year growth of 11.80% in 2024, further driving the demand for transfer tape [8]. Competitive Landscape - The transfer tape industry in China exhibits a concentrated market structure, with leading companies like Jiemai Technology and Leike Co., Ltd. dominating the market through innovation and product development [12]. Development Trends - The industry is moving towards environmentally friendly products, focusing on recyclable materials and reducing harmful emissions to meet regulatory requirements and consumer demand for green products [17]. - High performance is becoming a critical trend, with increasing demands for stronger adhesion, better insulation, and durability in various applications [18]. - Globalization is influencing the industry, with production shifting towards emerging markets like Southeast Asia and India, while companies adapt their strategies to meet local market needs [20].

证券代码：002476 证券简称：宝莫股份 公告编号：2025-032 山东宝莫生物化工股份有限公司 2024 年年度分红派息实施公告 一、交易概述 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。 一、股东会审议通过的利润分配方案情况 1.山东宝莫生物化工股份有限公司（以下简称"公司"）2024 年年度利润 分配方案，已获公司于 2025 年 5 月 14 日召开的 2024 年年度股东会审议通过。 具体内容为：公司以 2024 年 12 月 31 日的总股本 612,000,000 股为基数，向全 体股东按每 10 股派发现金股利人民币 0.10 元（含税），共计派发现金人民币 6,120,000.00 元。本次利润分配不送红股，不进行资本公积金转增股本。若公 司在利润分配预案公告后至实施前，公司总股本由于股权激励行权、可转债转股、 股份回购等股本总额发生变动情形的，公司将按照"分配总额不变"的原则对分 配比例进行调整。 2.分配方案披露至本次分红派息实施期间公司股本总额未发生变化。 3.本次实施的分配方案与公司 2024 年年度股东会审议通过的分配方案一致 ...

投资者关系活动记录表 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： （请文字说明其他活动内容） 参与单位名称及 人员姓名 投资者网上提问 时间 2025 年 5 月 15 日（周四）下午 15:00-16:30 地点 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net）采用 网络远程的方式召开业绩说明会 上市公司接待人 员姓名 1、总经理：李鼎先生 2、财务负责人（财务总监）：文莉女士 3、副总经理、董事会秘书：张世鹏先生 投资者关系活动 主要内容介绍 投资者提出的问题及公司回复情况 公司就投资者在本次说明会中提出的问题进行了回复： 1、请问公司第二大股东是否有增加股东代表或者派人进入企业管 理 山东宝莫生物化工股份有限公司 | 答复：公司第二大股东没有派人进入企业管理。 | | --- | | 2、公司是否有继续矿业当面的转型？ | | 答复：公司还将继续探索矿业领域的新业务，对达到信息披露标 准的重大事项，公司将严格遵循相关法律法规及监管要求，及时、公 平的履行信息披露义务。 | | 3、请问总经理李鼎 ...