[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 ...

证券代码：002909 证券简称：集泰股份 公告编号：2025-058 | 股东名称 | 是否为控股股东 或第一大股东及 | 本次解除质押 | 占其所持股份 | 占公司总股 | 质押起始日 | 解除质押日 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 其一致行动人 | 数量（股） | 比例 | 本比例 | | | | | | | | | | 2024 年 7 月 | 2025 年 7 月 2 | 浙江农发小 | | 安泰化学 | 是 | 11,150,000 | 7.47% | 2.86% | | | 额贷款股份 | | | | | | | 17 日 | 日 | | | | | | | | | | 有限公司 | 备注：截至本公告披露日，公司总股本为 390,000,000 股。 二、本次股东股份质押基本情况 | 是否为控股 | 是否 | 占其所 | 占公司 | 是否 | 股东 | 股东或第一 | 本次质押数 | 为补 | 质押起始 | 质押到 | 质押用 | | | | --- | --- | --- | --- | --- | - ...

Group 1: Business Strategy and Market Position - The company is optimizing its construction adhesive business to address the slowdown in the construction sector, focusing on enhancing its position in engineering fields and expanding into the home decoration retail market, with a sales revenue of 86.79 million yuan in 2024, a year-on-year increase of 13.89% [2][3] - The gross margin for construction adhesives in 2024 is projected to be 26.32%, indicating a stable profit margin despite market fluctuations [3] - The company is strategically restructuring its business to focus on high-growth sectors such as new energy, storage, and home decoration, with revenue shares for industrial adhesives and coatings increasing by 4.92 percentage points and 10.31 percentage points respectively, while construction adhesives' revenue share decreased by 15.18 percentage points [3] Group 2: Market Trends and Opportunities - The construction adhesive industry still has significant room for market concentration improvement, as many lower-performing companies are expected to exit the market, allowing leading firms to increase their market share [4] - The electric two-wheeler market is projected to have a sales volume of approximately 50 million units in 2024, with adhesives playing a crucial role in battery assembly and vehicle structure, presenting a structural growth opportunity [7] - The company has established partnerships with major players in the new energy sector, including BYD and other electric vehicle manufacturers, indicating a strong foothold in this emerging market [5][6] Group 3: Product Development and Innovation - The company has achieved a 54.84% increase in sales revenue for its coatings segment in 2024, reaching 351.49 million yuan, driven by increased demand for environmentally friendly water-based paints [8] - The company is a pioneer in the water-based paint industry and has developed zero VOCs emission powder coatings, enhancing its competitive edge in the market [10] - A new joint venture has been established to develop adhesives for aircraft windshield applications, aiming to break international monopolies and cater to domestic aviation market needs [11] Group 4: Operational Efficiency and Cost Management - The company is implementing smart manufacturing upgrades to reduce labor costs while expanding production capacity, with the ability to produce 56,000 tubes of sealant per hour [12][13] - A comprehensive digital transformation strategy is in place, covering financial, sales, manufacturing, and R&D operations to enhance efficiency and reduce costs [13] - The company maintains a stable supply chain for its main raw materials through long-term partnerships with suppliers, mitigating risks associated with market fluctuations [15]

证券代码：002909 证券简称：集泰股份 公告编号：2025-056 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 ...

Group 1: Product Development and Market Positioning - The company has developed a polyurethane foam product (F6354X) suitable for lightweight portable drones, enhancing battery pack safety and performance [3] - The company focuses on water-based coatings for steel structures, aligning with national environmental policies, and has established a leading position in the water-based paint market, with over 90% of Sinopec's refining enterprises using its products [3][4] - The company has introduced zero VOCs, zero solvent, and ultra-weather-resistant powder coatings for containers, aiming to lead in the powder coating sector [4] Group 2: Market Strategy and Financial Management - The company has implemented a share buyback program, repurchasing 13,954,719 shares for a total of 59.89 million RMB, with 8,845,123 shares subsequently canceled [5] - The company has completed two rounds of private placements, raising 431 million RMB, with projects expected to be completed by December 2025 [10] - The company has a stable cash dividend policy, distributing 1.00 RMB per 10 shares in 2024, totaling 38.61 million RMB, marking the eighth consecutive year of cash dividends [5] Group 3: Strategic Investments and Collaborations - The company has made strategic investments in Zhuhai Grelly and Nankai Purisen, with investments of 48.60 million RMB and 25 million RMB respectively, enhancing its position in the automotive supply chain [6][7] - A new subsidiary, Guangzhou Jitian New Materials Co., Ltd., has been established to develop and produce adhesives for aircraft windshields, aiming to meet domestic market demands and break international monopolies [13] Group 4: Future Growth and Market Opportunities - The company anticipates significant growth in the electric two-wheeler adhesive market, with an estimated 50 million units sold in China in 2024, driven by new safety standards and consumer demand [8] - The company plans to focus on high-growth sectors such as new energy vehicles, energy storage, and home decoration, while maintaining its traditional strengths in construction and container coatings [11]

Group 1: Industry Overview - The petroleum and chemical indices mostly declined last week, with the chemical raw materials index down by 1.27% and the chemical machinery index down by 0.80% [1] - The chemical pharmaceutical index increased by 3.17%, and the pesticide and fertilizer index rose by 0.45% [1] - In the petroleum sector, the petroleum processing index remained flat, while the petroleum extraction index rose by 0.29% and the petroleum trade index increased by 0.10% [1] Group 2: Commodity Prices - International crude oil prices experienced slight fluctuations downward, with WTI settling at $61.53 per barrel, down by 1.54%, and Brent at $64.78 per barrel, down by 0.96% [1] - The top five rising petrochemical products included acrylic acid up by 10.79%, acifluorfen up by 7.69%, coal tar up by 6.72%, nitrile rubber up by 3.99%, and potassium chloride up by 3.57% [1] - The top five declining petrochemical products included chloroform down by 19.05%, butadiene down by 5.41%, maleic anhydride down by 4.62%, butane down by 4.5%, and propane down by 4.35% [1] Group 3: Capital Market Performance - In the capital market, the top five rising listed chemical companies included Huide Technology up by 35.58%, Yanggu Huatai up by 32.05%, Runyang Technology up by 24.74%, Lingpai Technology up by 23.81%, and Lafang Home up by 21.93% [2] - The top five declining listed chemical companies included Yuchanxia A down by 25.91%, Jitai Co. down by 24.85%, Hongqiang Co. down by 22.46%, Sanfu Xinke down by 13.54%, and Zhongxin Fluorine Material down by 12.38% [2]

Investment Overview - The company has approved the establishment of a joint venture with Guangdong-Hong Kong-Macao Greater Bay Area Huangpu Materials Research Institute and Zhongke Chuangfu Enterprise Consulting (Guangzhou) Co., Ltd. [1] - The registered capital of the joint venture is 10 million yuan, with the company contributing 5.1 million yuan for a 51% stake [1]. - The joint venture agreement has been signed in Guangzhou, detailing the contributions and ownership stakes of each party involved [1]. Investment Progress - The joint venture, named Guangzhou Jitian New Materials Co., Ltd., has completed its business registration and obtained a business license from the Huangpu District Market Supervision Administration [2]. - The company is classified as an "other limited liability company" with a registered capital of 10 million yuan and was established on May 22, 2025 [2]. - The business scope includes the manufacturing of chemical raw materials and chemical products, subject to necessary approvals [2].