对于社保基金，本期新披露持有卫星化学的社保基金共计1个，即全国社保基金一零一组合。 外资态度来看，本期较上一季度持股减少的外资基金共计1个，即香港中央结算有限公司，持股减少占 比达3.75%。本期较上一季度新披露的外资机构有 1 家 ，即GATES FOUNDATION TRUST。本期较上 一季未再披露的外资机构包括BILL & MELINDA GATES FOUNDATION TRUST、科威特政府投资局。 2025年8月12日，卫星化学(002648.SZ)发布2025年半年度报告。截至2025年8月11日，共有61个机构投 资者披露持有卫星化学A股股份，合计持股量达16.24亿股，占卫星化学总股本的48.20%。其中，前十 大机构投资者包括浙江卫星控股股份有限公司、香港中央结算有限公司、嘉兴茂源投资有限公司、中国 工商银行股份有限公司-华泰柏瑞沪深300交易型开放式指数证券投资基金、GATES FOUNDATION TRUST、中国建设银行股份有限公司-易方达沪深300交易型开放式指数发起式证券投资基金、全国社保 基金一零一组合、基本养老保险基金八零八组合、招商瑞阳混合A、财通资管价值成长混合A，前十 ...

| | 卫星化学股份有限公司 | 2025 年半年度报告摘要 | | --- | --- | --- | | 证券代码：002648 证券简称：卫星化学 | | 公告编号：2025- | | 036 | | | | 卫星化学股份有限公司 2025 年半年度报告摘要 | | | | 一、重要提示 | | | | 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 | | | | 资者应当到证监 | | | | 会指定媒体仔细阅读半年度报告全文。 | | | | 所有董事均已出席了审议本报告的董事会会议。 | | | | 非标准审计意见提示 | | | | □适用 ?不适用 | | | | 董事会审议的报告期利润分配预案或公积金转增股本预案 | | | | □适用 ?不适用 | | | | 公司计划不派发现金红利，不送红股，不以公积金转增股本。 | | | | 董事会决议通过的本报告期优先股利润分配预案 | | | | □适用 ?不适用 | | | | 二、公司基本情况 | | | | 股票简称 卫星化学 | 股票代码 | 002648 | | 股票上市交易所 深圳证券交易 ...

证券代码：002648 证券简称：卫星化学 公告编号：2025-033 卫星化学股份有限公司 第五届董事会第十一次会议决议的公告 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。 一、会议召开情况 卫星化学股份有限公司（以下简称"公司"）第五届董事会第十一次会议通 知于2025年8月1日以邮件方式送达公司全体董事。本次会议于2025年8月11日在 公司会议室以现场表决与通讯表决结合的方式召开，会议应出席的董事9人，实 际出席的董事9人。 本次会议由公司董事长杨卫东先生主持，公司监事和高级管理人员列席了会 议。本次会议的召开符合《中华人民共和国公司法》《中华人民共和国证券法》 等法律、行政法规、部门规章、规范性文件和《卫星化学股份有限公司章程》等 规定。 二、会议审议情况 公司董事会编制的公司 2025 年半年度报告及摘要的程序符合法律、行政法 规和中国证券监督管理委员会的相关规定，报告内容的真实、准确、完整，不存 在虚假记载、误导性陈述或重大遗漏。具体内容详见同日披露于巨潮资讯网 （www.cninfo.com.cn）的《2025 年半年度报告》 （公告编号：2 ...

证券代码：002648 证券简称：卫星化学 公告编号：2025-034 卫星化学股份有限公司 第五届监事会第八次会议决议的公告 本公司及监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、会议召开情况 监事会认为：董事会编制的公司 2025 年半年度报告及摘要的程序符合法律、 行政法规和中国证券监督管理委员会的相关规定，报告内容的真实、准确、完整， 不存在虚假记载、误导性陈述或重大遗漏。具体内容详见同日披露于巨潮资讯网 （www.cninfo.com.cn）的《2025 年半年度报告》 （公告编号：2025-035）和披露 于《证券时报》 《中国证券报》和巨潮资讯网（www.cninfo.com.cn）的《2025 年 半年度报告摘要》（公告编号：2025-036）。 表决结果：同意 3 票，反对 0 票，弃权 0 票。 卫星化学股份有限公司（以下简称"公司"）第五届监事会第八次会议通知 于2025年8月1日以书面方式送达公司全体监事。本次会议于2025年8月11日在公 司会议室以现场表决与通讯表决结合的方式召开，会议应出席的监事3人，实际 出席的监事3人。 本次会议 ...

Core Viewpoint - The company aims to become a world-class chemical new materials technology company, focusing on high-quality development in the C2 and C3 industrial chains, with continuous innovation in functional chemicals, polymer new materials, new energy materials, hydrogen energy, and comprehensive utilization of carbon dioxide [1]. Financial Performance - The company reported a revenue of 23.46 billion yuan for the current reporting period, representing a year-on-year increase of 20.93% compared to 19.40 billion yuan in the same period last year [4]. - The net profit attributable to shareholders reached 2.74 billion yuan, up 33.44% from 2.06 billion yuan in the previous year [4]. - The net profit after deducting non-recurring gains and losses was 2.90 billion yuan, reflecting a 29.61% increase from 2.23 billion yuan [4]. - The net cash flow from operating activities was 5.05 billion yuan, a significant increase of 138.88% from 2.12 billion yuan [4]. - Basic and diluted earnings per share were both 0.81 yuan, marking a 32.79% increase from 0.61 yuan [4]. - The weighted average return on equity was 8.61%, up 0.80% from 7.81% [4]. C2 Sector Development - The company has established a comprehensive development matrix for downstream chemicals of ethylene oxide, with production capacities of 1.82 million tons of ethylene glycol, 500,000 tons of polyether monomers and surfactants, 200,000 tons of ethanolamine, and 150,000 tons of carbonates [2]. - The market share of ethanolamine and polyether monomers has steadily increased, with actual production ranking first and second nationally, respectively, both exceeding 20% market share [2]. - The company’s polyethylene and polystyrene products are tailored to market demands, with polyethylene recognized as an industry benchmark for stability and low impurity content, while polystyrene has improved toughness and high-temperature resistance, entering the core supply chain of major home appliance clients [2]. C3 Sector Development - The company has built the largest domestic and second-largest global production capacity for acrylic acid and esters [3]. - The new materials and new energy integrated project at the Pinghu base, with an annual production capacity of 800,000 tons of multi-carbon alcohol, successfully commenced operations, creating a closed-loop industrial chain with acrylic acid [3]. - The company has established the Satellite Global Company to accelerate overseas market expansion, with exports of acrylic acid and esters, polyether monomers, ethanolamine, and superabsorbent resins ranking among the top in China, collaborating with over 160 countries and regions [3].

Group 1 - Wanhua Chemical reported a 25.10% decrease in net profit for the first half of 2025, with revenue of 90.90 billion yuan, down 6.35% year-on-year [1][2] - The company's net profit attributable to shareholders was 6.12 billion yuan, while the net profit excluding non-recurring items was 6.24 billion yuan, both showing significant declines [1][2] - Despite challenges such as weak international demand and geopolitical tensions, the chemical industry in China maintained stable development due to domestic consumption upgrades and diversified export markets [2] Group 2 - Satellite Chemical achieved a 33.44% increase in net profit for the first half of 2025, with total assets reaching 69.30 billion yuan, up 5.58% year-on-year [4][5] - The company reported revenue of 23.46 billion yuan, a 20.93% increase compared to the previous year, demonstrating resilience in a complex environment [4][5] - The company is focusing on technological innovation and plans to invest 3 billion yuan in high-performance catalyst projects [5] Group 3 - Shengnong Development reported a 22.02% increase in sales revenue for July 2025, reaching 2.13 billion yuan, with significant growth in both poultry and processed meat segments [6][7] - The company noted a strong performance in high-value channels, with retail channel revenue growing over 30% year-on-year [7] Group 4 - Desay SV reported a 45.82% increase in net profit for the first half of 2025, with revenue of 14.64 billion yuan, up 25.25% year-on-year [8] - The smart cockpit and smart driving businesses contributed significantly to the revenue growth, with sales of 9.46 billion yuan and 4.15 billion yuan respectively [8] Group 5 - New Qianglian reported a remarkable 496.60% increase in net profit for the first half of 2025, with revenue of 2.21 billion yuan, up 108.98% year-on-year [16] - The company demonstrated strong growth in its financial performance, indicating effective operational strategies [16] Group 6 - Fuda Co. reported a 98.77% increase in net profit for the first half of 2025, with revenue of 937 million yuan, up 30.26% year-on-year [18] - The company showed significant growth in net profit excluding non-recurring items, indicating strong operational performance [18] Group 7 - Tianzhun Technology reported a revenue increase of 10.32% for the first half of 2025, reaching 597 million yuan, but still recorded a net loss of 14 million yuan [19] - The company’s total assets grew by 9.99% year-to-date, indicating a positive trend in asset management [19] Group 8 - Huafeng Chemical reported a 35.23% decrease in net profit for the first half of 2025, with revenue of 12.14 billion yuan, down 11.7% year-on-year due to industry downturns [28] - The company faced challenges with declining product prices across various segments, impacting overall profitability [28] Group 9 - The company Zhishang Technology plans to acquire 99.86% of Hengyang Data for 1.15 billion yuan, focusing on AI and cloud computing solutions [29] - This acquisition aims to enhance the company's capabilities in intelligent computing and data processing [29] Group 10 - Huangshanghuang plans to acquire 51% of Lixing Food for 495 million yuan, which will allow it to gain control over the food manufacturing company [30] - This acquisition is part of the company's strategy to expand its product offerings and market presence [30] Group 11 - Beida Pharmaceutical faces significant revenue and profit declines due to the termination of its business cooperation with Peking University International Hospital, projecting a loss of approximately 600 million yuan in sales [31] - The company is exploring new directions for transformation, but faces uncertainty regarding its future operations [31]

Core Viewpoint - Satellite Chemical, a leader in the light hydrocarbon industry, reported strong financial performance in the first half of 2025, achieving a revenue of 23.46 billion yuan, a year-on-year increase of 20.93%, and a net profit of 2.744 billion yuan, up 33.44% [1] Group 1: Financial Performance - The company achieved a revenue of 23.46 billion yuan in H1 2025, reflecting a 20.93% year-on-year growth [1] - Net profit for the same period reached 2.744 billion yuan, marking a 33.44% increase compared to the previous year [1] Group 2: Research and Development - Satellite Chemical applied for 122 patents and received 57 patents during the reporting period, with R&D expenses amounting to 770 million yuan [2] - The company is focusing on high-end materials and core technology breakthroughs, aiming to enhance its innovation capabilities [2] Group 3: Industry Challenges and Responses - The chemical industry is facing dual pressures of high costs and weak demand due to global trade frictions and uncertainty in the economic environment [1] - Despite these challenges, the company has demonstrated resilience and profitability by enhancing organizational capabilities and adjusting strategies [1] Group 4: Product and Supply Chain Development - The company is advancing its product structure and enhancing its integrated production and sales capabilities, focusing on functional chemicals [3] - In the C2 segment, the company has established significant production capacities for various chemical products, leading in market share for ethanolamine and polyether monomers [3] Group 5: Digital Transformation and Smart Manufacturing - Satellite Chemical is driving digital transformation in the chemical industry through the "Xingyun" industrial internet platform, integrating core operational processes [5] - The company has achieved significant milestones in smart manufacturing, with its intelligent factories recognized at the provincial level [6] Group 6: ESG and Sustainability Initiatives - The company is committed to green and low-carbon development, achieving substantial progress in building a circular economy within its operations [7] - Satellite Chemical has received multiple recognitions for its green initiatives, including national-level certifications for its manufacturing practices [7] Group 7: Social Responsibility - The company has actively engaged in social responsibility initiatives, conducting 48 volunteer activities and donating to disaster relief efforts [8] - Satellite Chemical emphasizes its commitment to societal contributions while pursuing its strategic goals in the chemical industry [8]

证券日报网讯 8月11日晚间，卫星化学发布公告称，公司第五届监事会第八次会议审议通过了《关于 2025年半年度报告及摘要的议案》。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 8月11日晚间，卫星化学发布公告称，公司第五届董事会第十一次会议审议通过了《关于 2025年半年度报告及摘要的议案》。 ...

人民财讯8月11日电，【热点】 【经营业绩】 露笑科技：筹划发行H股并在香港联交所上市。 中国重工：自8月13日起连续停牌直至终止上市。 海康威视：董事长提议实施2025年中期分红，拟10派4元（含税）。 北大医药：全资子公司北医医药6月以来主营业务已基本中止。 皇庭国际：深圳皇庭广场将被司法拍卖，起拍价30.53亿元。 *ST苏吴：控股孙公司就Regen Biotech违约提起仲裁并获受理立案。 ST易购：拟支付2.2亿元与家乐福方达成债务和解协议。 上海建科：公司董事陈为接受纪律审查和监察调查。 金鹰重工：与新藏铁路有限公司还未开展相关业务。 三连板吉视传媒：公司未参与投资目前上映的影片。 二连板天顺股份：公司未参与新藏铁路工程项目。 东芯股份：上海砺算未纳入公司合并报表范围。 【并购】 新晨科技：终止收购天一恩华96.96%股权事项。 光库科技：拟购买苏州安捷讯光电100%股权，12日复牌。 *ST生物：筹划购买慧泽医药51%股权，预计构成重大资产重组。 东方国信：拟控股视拓云，深化智能算力领域布局。 九鼎投资：拟控股南京神源生，切入机器人产业链关键环节。 煌上煌：拟4.95亿元收购立兴食品51%股权。 ...