Financial Performance - The company's revenue for Q1 2025 was CNY 129,940,492.97, representing a 4.10% increase compared to CNY 124,817,507.81 in the same period last year[5]. - Net profit attributable to shareholders decreased by 80.56% to CNY 2,536,877.12 from CNY 13,048,982.99 year-on-year[5]. - The company's basic earnings per share dropped by 83.33% to CNY 0.01 from CNY 0.06 in the same period last year[5]. - Operating profit for the current period is CNY 1,611,076.19, significantly lower than CNY 14,930,947.98 in the previous period, indicating a decrease of about 89.2%[24]. - The company reported a total comprehensive income of CNY 2,091,838.78, down from CNY 13,030,228.53 in the previous period, a decline of about 83.9%[25]. Cash Flow and Operating Activities - The net cash flow from operating activities was negative at CNY -21,209,738.67, a decline of 183.31% compared to CNY 25,459,617.72 in the previous year[5]. - The cash flow from operating activities shows a net outflow of CNY 21,209,738.67, contrasting with a net inflow of CNY 25,459,617.72 in the previous period[27]. - Investment activities resulted in a net cash outflow of CNY 90,856,755.28, compared to a net outflow of CNY 554,890,879.51 in the previous period, showing an improvement in cash flow management[27]. Assets and Liabilities - Total assets increased by 11.61% to CNY 2,886,881,629.86 from CNY 2,586,509,560.04 at the end of the previous year[5]. - Current assets totaled ¥1,920,385,107.96, compared to ¥1,631,221,654.63 at the beginning of the period, marking an increase of about 17.7%[19]. - Total liabilities amounted to ¥1,215,516,330.72, an increase from ¥917,236,099.68, reflecting a growth of about 32.6%[21]. - Non-current liabilities rose to ¥971,784,237.18 from ¥619,395,598.42, indicating an increase of approximately 56.8%[21]. - The company's equity attributable to shareholders was ¥1,671,365,299.14, slightly up from ¥1,669,273,460.36, showing a marginal increase of about 0.1%[21]. Inventory and Expenses - The company reported a significant increase in inventory, which rose by 115.46% to CNY 114,469,455.12, primarily due to material purchases for the Daya Bay project[10]. - Long-term borrowings increased by 100.42% to CNY 694,560,800.00, mainly due to loans for the Daya Bay project[10]. - The company experienced a 375.75% increase in financial expenses, amounting to CNY 5,200,000.00, attributed to interest expenses during the trial production phase of the Daya Bay project[10]. - Total operating costs increased to ¥135,181,445.89 from ¥111,624,692.77, representing a rise of about 21.1%[23]. - The company's sales expenses increased to CNY 10,465,316.23 from CNY 9,220,829.07 in the previous period, representing an increase of approximately 13.5%[24]. Other Operating Income - The company recorded a 91.34% decrease in other operating income, down to CNY 38,000.00, primarily due to the absence of customer penalty fees received in the previous year[14]. - Total revenue from operating activities is CNY 208,014,147.43, compared to CNY 170,887,445.87 in the previous period, reflecting an increase of approximately 21.7%[26]. Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 16,513[13]. - The company reported a decrease in accounts receivable to ¥587,044,009.83 from ¥615,495,406.78, a decline of approximately 4.6%[19].

Market Overview - The Shanghai Composite Index rose by 0.56% this week, with 69 stocks having a turnover rate exceeding 100% [1] - Among the stocks with a turnover rate above 100%, the basic chemical industry had the highest representation with 9 stocks, followed by food and beverage and machinery equipment, each with 7 stocks [1] High Turnover Stocks - The stock with the highest turnover rate this week was Yalian Machinery, with a turnover rate of 273.96% and a price drop of 14.86%. It appeared on the daily trading list four times due to a daily turnover rate of 20% and a daily price fluctuation of 15% [1] - Hongqiang Co. had a turnover rate of 217.24% and a price increase of 27.45%, appearing on the daily trading list five times [2] - Kobalt ranked third with a turnover rate of 205.37% and a price decrease of 1.10% [2] Performance of High Turnover Stocks - The average increase for stocks with a turnover rate above 100% was 5.29% this week, with 43 stocks rising and 26 falling [2] - Notable gainers included Jinyang Co. with a rise of 44.89%, Hengbo Co. with 31.84%, and Yong'an Pharmaceutical with 31.37% [2] - Significant decliners included Yida Co. with a drop of 21.64%, Minshida with 21.33%, and Honggong Technology with 18.31% [2] Financial Performance - Among the high turnover stocks, 53 have released annual reports, with Yong'an Pharmaceutical showing the highest net profit growth of 601.65% [2] - Six stocks have released performance forecasts, with Fanda New Materials and Bawi Co. showing net profit growth rates of 13.22% and 11.10%, respectively [2] - The stock with the highest expected net profit growth is Xilong Science, with an estimated net profit of 80 million yuan, representing a year-on-year increase of 139.90% [2]

证券代码：002809 证券简称：红墙股份 公告编号：2025-018 广东红墙新材料股份有限公司 持股 5%以上股东股份变动达到 1%整数倍的公告 持股 5%以上的股东广东省科技创业投资有限公司保证向本公司提供的信息 内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 广东红墙新材料股份有限公司（以下简称"公司"）于 2025 年 2 月 14 日在 巨潮资讯网披露了《持股 5%以上股东、董事及特定股东减持股份预披露公告》 （公告编号：2025-005），广东省科技创业投资有限公司（以下简称"广东科创"） 计划自本减持计划披露之日起 15 个交易日后的 3 个月内以集中竞价交易的方式 减持公司股份不超过 2,102,200 股（占公司总股本比例的 1%），在任意连续 90 个 自然日内，减持股份的总数不得超过公司股份总数的 1%。 近日，公司收到告知函，减持后持有权益跨过 6%，达到 1%的整数倍。现将 相关情况公告如下： 一、股东减持情况 1、股份减持的基本情况 | 股东名称 | 减持 | 减持时间 | | 减持均价 | 减持股数 ...

红墙股份（002809）公告，持股5%以上的股东广东省科技创业投资有限公司于2025年4月通过集中竞价 交易方式减持公司股份208.97万股，占公司总股本的0.99%。减持后，广东科创持有公司股份从6.67%减 少至5.67%。此次减持计划与此前披露的一致，广东科创未违反相关法律法规。 ...

红墙股份[002809] 2025-04-23 15:00 5PMA = 10PMA = 20PMA = 30PMA = 13.02 12.14 11.26 10.38 9.51 8.63 +++0+++ 7.75 6.87 5.99 成交量:624513 67.26万 50.44万 33.63万 16.81万 ol 01-24 02-13 02-25 03-07 03-19 04-23 □□□□□□□□□□6.64％■□□□□□Φ45.34％■□■□□１７.44％■□■□ 424 54 54 ��� ��� �� ■■■★■23■■■■■■■■ | | ■/■ | �������� | 롤링클롤링클립 | | 월출일일일일일일 | | --- | --- | --- | --- | --- | --- | | ■■ | | ■■■■■■■■■■■■■■■■■■■■■■■■■■■■■●5.47 | | 984.59 | | | ■■ | | 955.54 | | 726.23 | | | ■■ | | ■■■■■■■■■■■■■■■■■■■■■■■■■■■28.07 | | 779.74 | | | ■■ | ...

Investment Rating - The report suggests a focus on the compound fertilizer industry due to its increasing concentration and potential benefits from tariff responses against the US [4] Core Viewpoints - The chemical sector saw a slight increase of 0.31% in the third week of April, lagging behind the Shanghai Composite Index by 0.88 percentage points [12] - Key stocks that performed well include Hongbaoli (+55.21%), Lingpai Technology (+28.07%), and Hongqiang Co. (+24.25%) [12] - The report highlights the significant price increases in trichloroethylene (+16.28%) and WTI crude oil (+7.67%) [20] - The report emphasizes the potential growth of companies like Xinyangfeng in the compound fertilizer sector, Chenghe Technology benefiting from tariff responses, Baofeng Energy with increasing production capacity, and Huangma Technology as a leader in specialty surfactants [4] Industry Performance - The chemical sector's dynamic PE is reported at 23.28 times, lower than the average PE of 14.76 times since 2015 [12] - In the third week of April, 20 sub-industries within the chemical sector increased, while 11 decreased, with textile chemicals (+6.07%) and modified plastics (+4.8%) leading the gains [15] - The report notes significant fluctuations in product prices, with liquid chlorine experiencing a drastic drop of -62.28% [20][39] Price and Spread Trends - The report lists the top five products with the highest weekly price increases, including trichloroethylene (+16.28%) and WTI crude oil (+7.67%) [20] - It also highlights the top five products with the largest price spread increases, such as ethylene glycol (+1154%) and naphtha (+32.58%) [39] Inventory Changes - Notable inventory changes include polyester chips (+17.14%) and polyester filament (+14.11%) showing significant increases [60]

近日该股表现 红墙股份盘中涨停，已连收3个涨停板，截至10:03，该股报10.54元，换手率29.02%，成交量3997.32万 股，成交金额4.10亿元，涨停板封单金额为1598.71万元。连续涨停期间，该股累计上涨33.08%，累计 换手率为60.11%。最新A股总市值达22.16亿元，A股流通市值14.52亿元。 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%上榜龙虎榜1次，买卖居前营业部 中，机构净卖出1236.62万元，营业部席位合计净卖出2440.32万元。 2024年10月25日公司发布的三季报数据显示，前三季度公司共实现营业总收入4.74亿元，同比下降 16.98%，实现净利润0.40亿元，同比下降39.37%。（数据宝） | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.04.18 | 9.99 | 24.22 | -1452.54 | | 2025.04.17 | 9.97 | 6.87 | 3224.15 | | 2025.04.16 | -3.06 | 3.06 | -74 ...

证券代码：002809 证券简称：红墙股份 公告编号：2025-017 广东红墙新材料股份有限公司 广东红墙新材料股份有限公司（以下简称"公司"）股票（证券名称：红墙 股份；证券代码：002809）于2025年4月17日、4月18日连续两个交易日收盘价格 跌幅偏离值累计超过20%，根据《深圳证券交易所交易规则》的有关规定,属于股 票交易异常波动情形。 二、公司关注并核实情况的说明 针对公司股票交易异常波动，截至本公告披露日，公司对相关事项进行了核 实，现将有关情况说明如下： 1、公司前期披露的信息不存在需要补充、更正之处。 2、公司未发现近期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。 3、近期公司经营情况及内外部经营环境未发生重大变化。 关于股票交易异常波动公告 本公司及全体董事保证本公告内容真实、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 4、公司、控股股东及实际控制人不存在关于本公司的应披露而未披露的重 大事项或处于筹划阶段的重大事项。 1、经自查，公司不存在违反信息公平披露的情形。 2、公司2024年度业绩未达到《深圳证券交易所股 ...

暗盘资金流向曝光！提前捕捉庄家建仓信号>> 化工股再度活跃，红墙股份（002809）2连板，红宝丽（002165）涨超8%，渤海化学（600800）、怡达 股份（300721）、卫星化学（002648）等跟涨。 ...

化工股再度活跃，善水科技（301190）涨停，红宝丽（002165）涨超9%，渤海化学（600800）、怡达 股份（300721）、中毅达（600610）、红墙股份（002809）等跟涨。 暗盘资金正涌入这些股票，点击速看>>> ...