集泰股份最新一期业绩显示，截至2025一季报，公司营业总收入2.45亿元、同比增长7.42%，归属净利 润530.36万元，同比增长45.96%，扣非净利润796.81万元，同比增长29.62%，流动比率0.723、速动比率 0.629、资产负债率57.78%。 来源：金融界 金融界消息 截至2025年7月29日收盘，集泰股份（002909）报收于6.2元，下跌1.27%，换手率2.82%， 成交量10.73万手，成交金额6650.50万元。 天眼查商业履历信息显示，广州集泰化工股份有限公司，成立于2006年，位于广州市，是一家以从事化 学原料和化学制品制造业为主的企业。企业注册资本39000万人民币，实缴资本34288.5492万人民币。 公司法定代表人为邹珍凡。 资金流向方面，今日主力资金净流出1082.88万元，占比成交额16.28%。其中，超大单净流出446.52万 元、占成交额6.71%，大单净流出636.36万元、占成交额9.57%，中单净流出流入213.93万元、占成交额 3.22%，小单净流入868.95万元、占成交额13.07%。 通过天眼查大数据分析，广州集泰化工股份有限公司共对外投资了1 ...

Core Viewpoint - Guangzhou Jitai Chemical Co., Ltd. has received a notification from its controlling shareholder, Guangzhou Antai Chemical Co., Ltd., regarding the release and extension of the pledge on part of its shares [1] Group 1: Share Pledge Release - The controlling shareholder, Antai Chemical, has released 13,000,000 shares, accounting for 8.71% of its holdings and 3.33% of the company's total shares [1] - The total share capital of the company is 390,000,000 shares [1] Group 2: Share Pledge Extension - Antai Chemical has extended the pledge of 18,750,000 shares, which represents 12.56% of its holdings and 4.81% of the company's total shares [1] - The pledge extension is set to last until July 2025 [1] Group 3: Cumulative Pledge Situation - As of the announcement date, Antai Chemical and its concerted actors have a cumulative pledge of 62,780,000 shares, which is 39.65% of their total holdings and 20.10% of the company's total shares [5] - The total amount of financing related to the pledged shares is 135 million yuan [5]

证券代码：002909 证券简称：集泰股份 公告编号：2025-060 广州集泰化工股份有限公司 关于控股股东部分股份解除质押及质押展期的公告 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。 | 股东 | 是否为控股 股东或第一 | 本次质押展 | 占其所 | 占公司 | 是否 | 是否 为补 | 质押起 | 原质押到 | 展期后 | | 质押用 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 持股份 | 总股本 | 为限 | | | | 质押到 | 质权人 | | | 名称 | 大股东及其 | 期数量（股） | 比例 | 比例 | 售股 | 充质 | 始日 | 期日 | 期日 | | 途 | | | 一致行动人 | | | | | 押 | | | | | | | 安泰 | 是 | 18,750,000 | 12.56% | 4.81% | 否 | 否 | 2024 年 7 | 2025 年 7 | 办理解 除质押 | 浙江银通 典当有限 | ...

Group 1 - The A-share silicon-based materials sector experienced a pullback during trading, with significant declines in several companies [1] - Hongbai New Materials hit the daily limit down, indicating a strong negative market reaction [1] - Other companies such as Feilu Co., Jitai Co., Chenguang New Materials, and Jihua Group also saw declines, following the trend set by Hongbai New Materials [1]

Group 1 - The company expects a net profit to be negative for the period from January 1, 2025, to June 30, 2025 [1] - The financial data related to the earnings forecast has not been audited by an auditing firm [2] - The overall revenue and profit of the company have declined year-on-year, primarily due to cyclical fluctuations in the downstream shipping container manufacturing and construction engineering markets [3] Group 2 - The shipping container manufacturing market is experiencing a phase of reduced demand for new containers due to a slowdown in global trade growth [3] - Although the home decoration market continues to grow, the construction engineering market is constrained by insufficient new public project starts and inadequate terminal demand release [3] - In the second half of 2025, the company plans to maintain stable operations in its traditional business while actively seizing strategic opportunities in the rapidly expanding downstream renewable energy market [3] Group 3 - The company aims to expand its industrial adhesive market, particularly in renewable energy applications, through technological iteration and market expansion [3] - The company seeks to enhance its resilience to cyclical fluctuations and improve overall operational performance [3] - The earnings forecast is based on preliminary calculations by the company's finance department and will be subject to the final data disclosed in the 2025 semi-annual report [4]

Performance Forecast - The company expects a net loss attributable to shareholders of between 7 million to 10 million yuan, a decline of 223.09% to 275.85% compared to a profit of 5.6868 million yuan in the same period last year [1] - The net loss after deducting non-recurring gains and losses is projected to be between 8 million to 12 million yuan, a decrease of 434.17% to 601.25% from a profit of 2.3940 million yuan in the previous year [1] - Basic earnings per share are expected to be a loss of 0.0183 to 0.0261 yuan, compared to earnings of 0.0146 yuan per share last year [1] Reasons for Performance Change - The overall revenue and profit of the company have declined year-on-year, primarily due to cyclical fluctuations in the downstream shipping container manufacturing and construction engineering markets [1] - The shipping container manufacturing market has been affected by a slowdown in global trade growth, leading to a temporary contraction in new container demand [1] - Although the home decoration market continues to grow, the construction engineering market is constrained by insufficient new public project starts and inadequate terminal demand release, putting short-term pressure on traditional main businesses [1] Strategic Opportunities - The company aims to leverage the rapid expansion of the downstream new energy market by focusing on the development of industrial adhesives for new energy applications [2] - Through technological iteration and market expansion, the company seeks to enhance the scale of its second growth curve business and improve its resilience to cyclical fluctuations [2] - The goal is to drive overall operational performance recovery and improvement [2]

[Current Period Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E8%AE%A1%E6%83%85%E5%86%B5) The company projects a net loss for H1 2025, with net profit attributable to shareholders expected to decline significantly year-over-year to a loss of CNY 7 million to CNY 10 million - The company anticipates a **net loss** for the first half of 2025[3](index=3&type=chunk) Key Performance Indicators for H1 2025 Performance Forecast | Item | Current Period (Jan 1 - Jun 30, 2025) | Prior Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Loss: 7.00 million – 10.00 million CNY | Profit: 5.6868 million CNY | | Year-over-Year Change | Decrease: 223.09% - 275.85% | - | | **Net Profit Excluding Non-Recurring Items** | Loss: 8.00 million – 12.00 million CNY | Profit: 2.3940 million CNY | | Year-over-Year Change | Decrease: 434.17% - 601.25% | - | | **Basic Earnings Per Share** | Loss: 0.0183 – 0.0261 CNY/share | Profit: 0.0146 CNY/share | [Communication with Accounting Firm](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8E%E4%BC%9A%E8%AE%A1%E5%B8%88%E4%BA%8B%E5%8A%A1%E6%89%80%E6%B2%9F%E9%80%9A%E6%83%85%E5%86%B5) The company explicitly states that the financial data in this performance forecast has not been audited by an accounting firm - The financial data in this performance forecast remains unaudited[4](index=4&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=%E4%B8%89%E3%80%81%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8A%A8%E5%8E%9F%E5%9B%A0%E8%AF%B4%E6%98%8E) The company's performance decline is primarily due to cyclical fluctuations in the downstream marine container and construction engineering markets, pressuring traditional core businesses; the company plans to expand into new energy adhesive markets in H2 2025 to build a second growth curve and improve overall operating performance - The primary reason for the performance decline is cyclical fluctuations in the downstream marine container manufacturing market, impacted by slowing global trade growth, and the construction engineering market, affected by insufficient new project starts[5](index=5&type=chunk) - Despite pressure on traditional core businesses, the home decoration market segment continues to grow[5](index=5&type=chunk) - The company's future strategy involves focusing on expanding into industrial markets such as new energy adhesives in H2 2025 to build a "second growth curve" and mitigate cyclical risks[6](index=6&type=chunk) [Other Relevant Information](index=2&type=section&id=%E5%9B%9B%E3%80%81%E5%85%B6%E4%BB%96%E7%9B%B8%E5%85%B3%E8%AF%B4%E6%98%8E) The company emphasizes that this performance forecast is a preliminary, unaudited estimate by the finance department, with final data subject to the 2025 semi-annual report, and advises investors to be aware of investment risks - This performance forecast represents preliminary, unaudited estimates by the company's finance department[7](index=7&type=chunk) - The company advises investors to exercise caution in their decisions and be aware of investment risks[7](index=7&type=chunk)

Core Viewpoint - The company, Jitai Co., Ltd. (002909), anticipates a net loss of 7 million to 10 million yuan for the period from January 1, 2025, to June 30, 2025, compared to a net profit of 5.6868 million yuan during the same period last year [1] Group 1: Financial Performance - The overall revenue and profit of the company are expected to decline year-on-year due to cyclical fluctuations in the downstream shipping container manufacturing and construction engineering markets [1] - The shipping container manufacturing market is experiencing a phase of reduced demand for new containers, influenced by a slowdown in global trade growth [1] - Although the home decoration market continues to grow, the construction engineering business is constrained by insufficient commencement of new public construction projects and inadequate release of terminal demand, putting short-term pressure on traditional main businesses [1]

Core Viewpoint - Guangzhou Jitai Chemical Co., Ltd. has received a notification from its controlling shareholder, Guangzhou Antai Chemical Co., Ltd., regarding the release and pledge of certain shares held by it [2][3]. Group 1: Share Pledge and Release Details - The controlling shareholder, Antai Chemical, has released a total of 11,150,000 shares, which accounts for 7.47% of its holdings and 2.86% of the company's total shares [3][4]. - The total share capital of the company is 390,000,000 shares [3]. - Antai Chemical has also pledged 11,000,000 shares, representing 7.37% of its holdings and 2.82% of the company's total shares, with a pledge period ending on June 30, 2025 [3][4]. Group 2: Cumulative Pledge Situation - As of the announcement date, Antai Chemical and its concerted parties have a cumulative pledge of 62,780,000 shares, which is 39.65% of their total holdings and 16.09% of the company's total shares [5][6]. - The total number of pledged shares that are due amounts to 91,380,000 shares, which is 57.71% of their total holdings and 23.43% of the company's total shares, with a financing amount of 117 million yuan [6]. - The controlling shareholder and its concerted parties have the ability to repay the funds from their own or self-raised funds, ensuring no harm to the company's interests [6]. Group 3: Risk Management and Disclosure - The pledged shares do not involve any performance compensation obligations, and the pledge actions will not lead to a change in the actual control of the company [6]. - Currently, there is no risk of forced liquidation of the pledged shares, and the controlling shareholder will take measures such as early repayment or additional pledges to manage any potential risks [6]. - The company will continue to monitor the pledge situation and risks associated with its controlling shareholder and will fulfill its information disclosure obligations in accordance with relevant regulations [6].

证券代码：002909 证券简称：集泰股份 公告编号：2025-057 广州集泰化工股份有限公司 关于回购公司股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 广州集泰化工股份有限公司（以下简称"公司"）于 2024 年 12 月 25 日召 开第四届董事会第七次会议，审议通过了《关于回购公司股份方案暨取得金融机 构回购专项贷款承诺函的议案》（以下简称"本次回购"），同意公司使用银行 专项贷款资金、自有资金或其他自筹资金以集中竞价交易方式回购公司部分已在 境内发行的人民币普通股（A 股）股票，用于后期实施员工持股计划或者股权激 励计划。本次回购金额不低于人民币 2,000 万元（含），且不超过人民币 4,000 万元（含），回购价格不超过 8.57 元/股（含），回购股份期限为自公司董事会 审议通过回购股份方案之日起不超过十二个月。具体内容详见公司 2024 年 12 月 26 日披露于《证券时报》《中国证券报》《上海证券报》《证券日报》及巨潮资 讯网（www.cninfo.com.cn）上的相关公告。 根据公司《关于回购公司股份方案暨取得金融机 ...