证券代码：002501 证券简称：利源股份 公告编号：2025-066 吉林利源精制股份有限公司 关于诉讼事项的进展公告 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。 吉林利源精制股份有限公司（以下简称"公司"）分别于 2024 年 8 月 14 日、 2024 年 9 月 6 日、2025 年 8 月 23 日披露了江阴科玛金属制品有限公司、江阴永 利新型包装材料有限公司、江阴海达特种人革有限公司诉公司对外追收债权纠纷 及江阴永利新型包装材料有限公司诉公司对外追收债权纠纷事项。具体情况详见 公司在巨潮资讯网（www.cninfo.com.cn）披露的《关于诉讼事项的公告》（公告 编号：2024-044）《关于银行账户解除冻结的公告》（公告编号：2024-051）《关 于诉讼事项的进展公告》（公告编号：2025-061）。 近日，公司向江阴市人民法院（以下简称"法院"）递交了《民事上诉状》， 并收到了由法院送达的其他当事人提交的《民事上诉状》，现将相关情况公告如 下： 一、有关本案的进展情况 （一）针对上述案件，公司上诉请求具体如下： 1、请求撤销江阴市人民 ...

证券代码：002501 证券简称：利源股份 公告编号：2025-065 吉林利源精制股份有限公司 关于 2015 年度员工持股计划存续期即将届满的提示性公告 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。 吉林利源精制股份有限公司（以下简称"利源股份"或"公司"），于 2015 年 3 月 20 日召开 2014 年度股东大会，审议通过《<吉林利源精制股份有限公司 2015 年度员工持股计划（草案）（认购非公开发行股票方式）>的议案》等员工持股 计划相关议案，同意实施员工持股计划，并授权董事会全权办理与本次员工持股 计划相关的事宜。具体内容详见公司于 2015 年 3 月 10 日和 2015 年 3 月 21 日在 指定信息披露媒体及巨潮资讯网（www.cninfo.com.cn）披露的相关公告。 2019 年 2 月 28 日，公司第四届董事会第五次会议审议通过《关于修订<吉 林利源精制股份有限公司 2015 年度员工持股计划（草案）>的议案》，同意将员 工持股计划的存续期由 48 个月延长至 120 个月（自 2016 年 3 月 8 日至 2026 年 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 出品：新浪财经公司研究院 作者：新消费主张/cici 截至2025年8月31日，工业金属行业（据申万二级）A股上市公司已完成2025年半年报的披露，对此我 们挑选了58家具有代表性的上市公司进行业绩比对分析。在我们选取的58家工业金属公司中，多数上市 公司业绩双增。 在我们所选的58家上市公司中，有一半实现了业绩双增，包含紫金矿业、天山铝业等29家上市公司；洛 阳钼业、江西铜业及中孚实业3家上市公司不增收却增利；宁波富邦、永茂泰等16家上市公司增收不增 利；闽发铝业、鑫铂股份、金钟股份业绩双降；万顺新材、宏创控股、宜安科技、白银有色、罗平锌 电、利源股份、丽岛新材（维权）7家上市公司业绩陷入亏损。以下，我们重点看一下业绩双降的企业 和净利润陷入亏损的企业。 | | | 工业金属公司2025年上半年业绩-业绩亏损 | | | | --- | --- | --- | --- | --- | | 公司名称 | 营收 | 同比-营收 | 归母净利润 | 同比-归母净利润 | | 万顺新材 | 26.92 | -10.11% | -0.53 | ...

Core Insights - The industrial metals sector in A-share listed companies has shown a mixed performance in the first half of 2025, with many companies experiencing dual growth in revenue and profit [1] - Among the 58 selected companies, 29 achieved dual growth, while 3 companies increased profits without revenue growth, and 16 companies saw revenue growth without profit growth [1] - A total of 7 companies reported losses, indicating significant challenges within the sector [1] Revenue and Profit Analysis - 29 companies achieved dual growth in both revenue and profit, including notable firms like Zijin Mining and Tianshan Aluminum [1] - 3 companies, including Luoyang Molybdenum and Jiangxi Copper, reported profit increases despite stagnant revenue [1] - 16 companies, such as Ningbo Fubon and Yongmaotai, experienced revenue growth but did not see profit increases [1][2] - Companies with declining performance include Minfa Aluminum, Xinbo Co., and Jinzong Co., which all reported decreases in both revenue and profit [2][3] Loss-Making Companies - The companies reporting losses include Wanshun New Materials, Hongchuang Holdings, and Yian Technology, with net profits of -0.53 billion, -1.18 billion, and -0.19 billion respectively [3][4] - The largest revenue decline was observed in Liyuan Co., with a 46.66% drop in revenue [4][5] - Baiyin Nonferrous Metals reported a significant loss of -2.17 billion, marking a drastic decline of 1859.82% in net profit [4][6] Financial Health Indicators - Liyuan Co. has faced continuous losses over the past eight years, with a net cash flow from operating activities remaining negative [5] - Baiyin Nonferrous Metals' revenue decreased by 15.28%, leading to a substantial net profit loss [6] - Tongling Nonferrous Metals reported a revenue increase of 6.39%, but its net profit fell by 33.94% due to increased tax expenses from dividend adjustments [6]

Market Overview - On August 28, the industrial metals sector rose by 0.39% compared to the previous trading day, with Haixing Co. leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] Top Performers - Haixing Co. (603115) closed at 19.64, up 5.42% with a trading volume of 144,300 shares and a transaction value of 279 million [1] - Huayu Mining (601020) closed at 24.99, up 4.04% with a trading volume of 539,600 shares and a transaction value of 1.325 billion [1] - Liyuan Co. (002501) closed at 2.36, up 3.51% with a trading volume of 1,865,100 shares and a transaction value of 427 million [1] Underperformers - Tianshan Aluminum (002532) closed at 9.76, down 2.50% with a trading volume of 1,166,600 shares and a transaction value of 1.116 billion [2] - Wanshun New Materials (300057) closed at 6.34, down 1.55% with a trading volume of 769,200 shares and a transaction value of 488 million [2] - Shenhuo Co. (000933) closed at 18.89, down 1.46% with a trading volume of 426,400 shares and a transaction value of 801 million [2] Capital Flow - The industrial metals sector experienced a net outflow of 1.626 billion from institutional investors, while retail investors saw a net inflow of 789 million [2] - The main capital flow data indicates that Huayu Mining had a net inflow of 80.43 million from institutional investors, while Liyuan Co. had a net inflow of 49.66 million [3]

Group 1 - The company, Liyuan Co., stated on August 28 that as of August 20, 2025, the total number of shareholders is 100,929 [2]

Core Viewpoint - Liyuan Co., Ltd. (002501) reported a significant decline in total revenue and a negative net profit for the first half of 2025, indicating ongoing financial struggles despite a slight improvement in net loss compared to the previous year [1]. Financial Performance Summary - Total revenue for H1 2025 was 97.79 million yuan, a decrease of 46.66% year-on-year [1]. - The net profit attributable to shareholders was -57.70 million yuan, an improvement of 23.04% compared to the previous year [1]. - In Q2 2025, total revenue was 51.82 million yuan, down 40.79% year-on-year, with a net profit of -36.68 million yuan, showing a slight increase of 2.01% year-on-year [1]. Cost and Expense Analysis - The proportion of three major expenses (financial, sales, and management) increased significantly, totaling 29.94 million yuan, which accounted for 30.61% of total revenue, up 128.92% year-on-year [1]. - The gross margin was -6.39%, an improvement of 54.66% year-on-year, while the net margin was -59.95%, a decrease of 46.33% year-on-year [1]. Asset and Liability Overview - Cash and cash equivalents decreased to 13.92 million yuan, down 48.11% year-on-year [1]. - Accounts receivable also fell to 79.39 million yuan, a decrease of 48.00% year-on-year [1]. - Interest-bearing debt slightly decreased to 298.67 million yuan, down 0.88% year-on-year [1]. Shareholder Metrics - The net asset per share was 0.08 yuan, a decline of 70.43% year-on-year [1]. - Earnings per share remained at -0.02 yuan, unchanged from the previous year [1]. - Operating cash flow per share was -0.03 yuan, an increase of 42.17% year-on-year [1]. Historical Performance Insights - The company's historical financial performance has been poor, with a median ROIC of -22.48% over the past decade and a particularly low ROIC of -5925.63% in 2020 [1]. - The company has reported losses in 6 out of 14 annual reports since its listing, indicating a challenging investment outlook [1].

Group 1 - The core viewpoint of the news is that Liyuan Co., Ltd. is experiencing significant fluctuations in its stock performance and financing activities, indicating potential challenges in its financial health [1][2] - On August 26, Liyuan's stock price fell by 0.82%, with a trading volume of 213 million yuan, and the net financing buy was negative at 215.40 million yuan [1] - As of August 26, the total margin balance for Liyuan was 112 million yuan, which accounts for 1.31% of its circulating market value, indicating a high level of financing activity compared to the past year [1] Group 2 - For the first half of 2025, Liyuan reported an operating income of 97.79 million yuan, a year-on-year decrease of 46.66%, while the net profit attributable to shareholders was -57.70 million yuan, showing a year-on-year increase of 23.04% [2] - The company has cumulatively distributed 313 million yuan in dividends since its A-share listing, but has not distributed any dividends in the past three years [2] - As of August 8, the number of shareholders for Liyuan was 98,000, a slight decrease of 0.19%, while the average circulating shares per person increased by 0.19% to 36,203 shares [2]

Group 1 - Liyuan Co., Ltd. announced the convening of its 13th meeting of the 6th Board of Directors on August 25, 2025, to review the proposal for the 2025 semi-annual report and summary [1] - For the year 2024, Liyuan Co., Ltd.'s revenue composition is 92.43% from industrial operations and 7.57% from other businesses [1] - As of the report, Liyuan Co., Ltd. has a market capitalization of 8.6 billion yuan [1] Group 2 - The pet industry is experiencing a significant boom, with a market size of 300 billion yuan, leading to rising stock prices for industry-listed companies [1]

吉林利源精制股份有限公司 2025 年半年度财务报告 吉林利源精制股份有限公司 2025 年半年度财务报告 2025 年 8 月 1 吉林利源精制股份有限公司 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：吉林利源精制股份有限公司 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 | 13,919,569.01 | 23,806,231.65 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | | | | 衍生金融资产 | | | | 应收票据 | 22,717,783.36 | 15,345,511.07 | | 应收账款 | 79,387,998.68 | 73,078,213.98 | | 应收款项融资 | 1,370,085.82 | 6,293,415.22 | | 预付款项 | 13,504,767.24 | 11,687 ...