Core Viewpoint - Zanyu Technology (002637) reported a significant revenue increase of 41.71% year-on-year, reaching 6.553 billion yuan in the first half of 2025, with a net profit of 97 million yuan, reflecting the company's robust growth amid a complex global economic environment [1] Group 1: Business Performance - The company's main business segments include surfactants, fatty chemical products, and OEM/ODM personal care products, with over 97% of revenue derived from these core areas [1] - In the surfactant industry, the total production is projected to decline by 2.8% in 2024, while anionic surfactants are expected to see sales growth of 10.5% and 14.0% respectively [1] - Zanyu's market share in key products AES and LAS exceeds 70%, solidifying its leading position in the domestic market [1] Group 2: Industry Trends - The fatty chemical products sector is transitioning towards differentiation and high-end products, with a projected annual growth rate of 5% to 8% for major products like fatty acids and alcohols in 2024 [2] - The demand for green and low-carbon fatty chemical products is steadily increasing, supported by national policies [2] - The synthetic detergent production in China is expected to reach 12.246 million tons in 2024, marking a 14.3% year-on-year increase, providing ample space for the OEM business [2] Group 3: Strategic Initiatives - The company has established a comprehensive model integrating surfactant production and personal care product processing, with an OEM/ODM capacity of 1.1 million tons [3] - Zanyu has strategically positioned production bases across multiple regions, including Indonesia, to enhance supply chain efficiency and cost control [3] - The company invested 54.9981 million yuan in R&D during the first half of 2025, a 20.37% increase, focusing on new product development and process optimization [3] Group 4: Corporate Responsibility and Future Outlook - Zanyu actively engages in social responsibility initiatives, including environmental protection projects and compliance with national environmental policies [4] - The company aims to optimize product structure, enhance high-value product ratios, and strengthen supply chain resilience while continuing to innovate [4] - Zanyu is well-positioned to lead high-quality industry development through its comprehensive value chain advantages amid ongoing industry consolidation and upgrades [4]

2025年8月21日，赞宇科技(002637.SZ)发布2025年中报。 公司营业总收入为65.53亿元，较去年同报告期营业总收入增加19.29亿元，同比较去年同期上涨41.71%。归母净利润为9719.90万元，较去年同报告期归母净 利润增加580.12万元，实现2年连续上涨，同比较去年同期上涨6.35%。经营活动现金净流入为5.17亿元，较去年同报告期经营活动现金净流入增加4.38亿 元，同比较去年同期上涨557.13%。 公司最新总资产周转率为0.79次，较去年同期总资产周转率增加0.20次，同比较去年同期上涨33.92%。最新存货周转率为4.13次，较去年同期存货周转率增 加0.92次，实现2年连续上涨，同比较去年同期上涨28.50%。 公司股东户数为1.71万户，前十大股东持股数量为2.25亿股，占总股本比例为47.77%，前十大股东持股情况如下： | 序号 | 股东名称 | 持股 | | --- | --- | --- | | l | 河南正商企业发展集团有限责任公司 | 18.61 | | 2 | 杭州永银投资合伙企业(有限合伙) | 14.8% | | 3 | 方银军 | 5.06 | | 4 ...

Group 1 - Zanyu Technology (002637.SZ) released its semi-annual report for 2025 on August 21, 2025, indicating that as of August 20, 2025, a total of 9 institutional investors disclosed holdings in Zanyu Technology A-shares, with a total holding of 192 million shares, accounting for 40.77% of the total share capital [1] - The proportion of institutional holdings decreased by 1.08 percentage points compared to the previous quarter [1] - Among public funds, there was an increase in holdings from one public fund, namely Guoshou Anbao Smart Life Stock A, while one new public fund was disclosed, which is Penghua Guozheng 2000 Index Enhanced A [1] Group 2 - In the insurance sector, one insurance company, Taikang Life Insurance Co., Ltd. - Traditional - Ordinary Insurance Product - 019L-CT001 Shen, reduced its holdings, resulting in a slight decrease in the holding proportion [2] - One pension fund that was not disclosed in the previous quarter is Taikang Life Insurance Co., Ltd. - Dividend - Personal Dividend - 019L-FH002 Shen [2] Group 3 - From the foreign investment perspective, one new foreign institution disclosed its holdings in this period, which is Hong Kong Central Clearing Limited [3]

（文章来源：证券日报） 证券日报网讯 8月20日晚间，赞宇科技发布公告称，公司第六届董事会、监事会任期将于2025年8月24 日届满。公司新一届董事会、监事会换届选举工作尚在积极筹备中，保证董事会、监事会相关工作的连 续性和稳定性，公司本次董事会、监事会的换届选举工作将适当延期。在换届选举工作完成前，公司第 六届董事会及董事会各专门委员会委员、监事会及高级管理人员将有关规定继续履行相应的职责和义 务。 ...

（文章来源：证券日报） 证券日报网讯 8月20日晚间，赞宇科技发布公告称，公司第六届董事会第二十一次会议审议通过了 《2025年半年度报告及摘要》《关于2025年半年度计提资产减值准备及信用减值准备的议案》。 ...

Group 1 - The core point of the article is that Zanyu Technology reported significant growth in its financial performance for the first half of 2025, with a notable increase in both revenue and net profit [1] Group 2 - The company achieved operating revenue of 6,552,593,675.92 yuan, representing a year-on-year growth of 41.71% [1] - The net profit attributable to shareholders of the listed company was 97,198,978.60 yuan, showing a year-on-year increase of 6.35% [1]

证券日报网讯 8月20日晚间，赞宇科技发布公告称，公司第六届监事会第十六次会议审议通过了《2025 年半年度报告及摘要》《关于2025年半年度计提资产减值准备及信用减值准备的议案》。 （文章来源：证券日报） ...

Group 1 - Zanyu Technology announced a provision for asset impairment and credit impairment totaling 36.797 million yuan, which will reduce the company's total profit for the first half of 2025 by the same amount [2] - For the first half of 2025, Zanyu Technology's revenue composition is as follows: 52.21% from the oil and fat chemical industry, 45.59% from daily chemicals, 1.75% from trade and other businesses, and 0.45% from processing services [2]

Group 1 - The core point of the article is that Zanyu Technology announced the convening of its 21st meeting of the 6th Board of Directors on August 20, 2025, to review the 2025 semi-annual report and summary [2] - For the first half of 2025, Zanyu Technology's revenue composition is as follows: 52.21% from the oil and fat chemical industry, 45.59% from daily chemicals, 1.75% from trade and other businesses, and 0.45% from processing services [2]

赞宇科技（SZ 002637，收盘价：11.03元）8月20日晚间发布半年度业绩报告称，2025年上半年营业收 入约65.53亿元，同比增加41.71%；归属于上市公司股东的净利润约9720万元，同比增加6.35%；基本每 股收益0.21元，同比增加0%。 （文章来源：每日经济新闻） ...