Core Viewpoint - The company is actively monitoring exchange rate fluctuations and has implemented various measures to mitigate the risks associated with the appreciation of the Renminbi [1] Group 1: Exchange Rate Management - The company is taking multiple actions to reduce the impact of exchange rate volatility, particularly in response to the appreciation of the Renminbi [1] - The company is also focusing on expanding its domestic market to alleviate the adverse effects of exchange rate factors on its operations [1] Group 2: Export and Customs Issues - Since the occurrence of the traceability issue, the company has placed significant emphasis on addressing the situation and has adopted practical measures to support product exports and minimize customs seizure risks [1] - Currently, the company is exporting goods normally; however, the customs traceability issue still poses some challenges, which the company is working to mitigate through various channels [1]

Group 1 - The stock price of Zhejiang Haixiang New Materials Co., Ltd. closed at 21.75 yuan on August 5, 2025, with an increase of 1.35% and a turnover rate of 5.93% [1] - On August 5, the net outflow of main funds was 1.0339 million yuan, while retail investors had a net inflow of 919,400 yuan [3] - The company announced a share repurchase plan with a budget between 25 million and 50 million yuan, with a maximum repurchase price of 21.70 yuan per share [1][3] Group 2 - The repurchase plan aims to buy back approximately 2,304,147 to 1,152,073 shares, representing 2.24% to 1.12% of the total share capital [1] - As of July 31, 2025, the company had not yet implemented the share repurchase plan [3] - The repurchase period is set for 12 months from the date of board approval [1]

下： 一、回购股份进展情况 证券代码：003011 证券简称：海象新材 公告编号：2025-036 浙江海象新材料股份有限公司 关于回购公司股份进展的公告 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。 浙江海象新材料股份有限公司（以下简称"公司"）于 2025 年 3 月 21 日召 开第三届董事会第七次会议、第三届监事会第六次会议，会议审议通过了《关于 回购公司股份方案的议案》，拟使用自有资金和/或股票回购专项贷款以集中竞 价交易的方式回购公司股份，回购股份后续用于股权激励和/或员工持股计划。 本次回购金额不低于 2,500 万元人民币且不超过 5,000 万元人民币，回购价格不 超过人民币 22 元/股。因实施 2024 年年度权益分派，回购股份价格上限由 22 元 /股调整为 21.70 元/股，回购股份价格上限调整自 2025 年 5 月 28 日起生效。 按本次回购资金总额上限及调整后的回购股份价格上限测算，预计回购股份的 数量约为2,304,147股，约占公司目前总股本的2.24%；按回购总金额下限及调 整后的回购股份价格上限测算，预计可回购股份 ...

Group 1 - The stock price of Haixiang New Materials closed at 20.68 yuan on July 30, down 0.23 yuan from the previous trading day, with an intraday high of 21.15 yuan and a low of 20.20 yuan, resulting in a volatility of 4.54% [1] - The trading volume for the day was 57,419 hands, with a turnover rate of 7.35% [1] - The company specializes in the research, production, and sales of new materials such as PVC flooring, primarily used in the construction and decoration sector, and is classified within the plastic products industry [1] Group 2 - Haixiang New Materials is registered in Zhejiang Province and has a total market capitalization of 2.123 billion yuan [1] - During the early trading session on July 30, the company experienced a rapid decline, with a drop of over 2% within five minutes [1] - By the end of the trading day, the net outflow of main funds was 1.447 million yuan, accounting for 0.09% of the circulating market value [1]

Group 1 - The Yarlung Tsangpo River downstream hydropower project has officially commenced with a total investment of approximately 1.2 trillion yuan, aiming to build five tiered power stations primarily for electricity transmission and local consumption in Tibet [1] - The Ministry of Industry and Information Technology (MIIT) plans to accelerate the development of biomanufacturing and low-altitude industries, while promoting innovation in future industries such as humanoid robots and brain-computer interfaces [2][3] - The MIIT and the National Development and Reform Commission (NDRC) are set to issue work plans to stabilize growth in key industries including steel, non-ferrous metals, petrochemicals, and building materials [2][3] Group 2 - The U.S. Department of Commerce has imposed a preliminary anti-dumping duty of 93.5% on Chinese imported anode-grade graphite, citing unfair subsidies [5] - The State Administration for Market Regulation has urged major platform companies like Ele.me, Meituan, and JD.com to standardize promotional activities and foster a healthy competitive environment in the food service industry [6] - A meeting was held to discuss the regulation of the new energy vehicle industry, focusing on enhancing supervision and monitoring product prices and quality [8] Group 3 - The China Iron and Steel Association has proposed a new mechanism for capacity governance to prevent overcapacity risks in the steel industry and to eliminate irrational competition [10] - Yu Shu Technology has initiated its listing guidance, with its controlling shareholder holding approximately 34.76% of the company's shares [11] - Multiple provinces are planning to establish companies to develop local cultural creative Moutai liquor, with participation from distributors based on their allocation of Moutai products [12] Group 4 - As of July 18, 1551 A-share listed companies have released performance forecasts for the first half of 2025, with 26 companies expecting a net profit increase of over 1000% year-on-year [14] - Longhua Automobile reported a net profit of 6.337 billion yuan for the first half of the year, reflecting a year-on-year decline of 10.22% [19] - The major shareholder of Hongbaoli plans to reduce its stake by up to 2% [20]

[Zhejiang Haixiang New Materials Co., Ltd. 2025 Semi-Annual Performance Forecast](index=1&type=section&id=Zhejiang%20Haixiang%20New%20Materials%20Co.%2C%20Ltd.%202025%20Semi-Annual%20Performance%20Forecast) This report outlines Zhejiang Haixiang New Materials Co., Ltd.'s significant projected performance increase for the first half of 2025, driven by a low comparative base and favorable exchange rates [Core Performance Forecast Data](index=1&type=section&id=Core%20Performance%20Forecast%20Data) The company forecasts a substantial year-on-year increase in 2025 first-half net profit attributable to shareholders, ranging from CNY 56.00 million to CNY 72.00 million 2025 Semi-Annual Performance Forecast | Item | Current Reporting Period (Jan 1 - Jun 30, 2025) | Prior Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders of Listed Company** | Profit: CNY 56.00 million - CNY 72.00 million | Profit: CNY 5.4166 million | | Year-on-Year Growth | 933.86% - 1229.25% | - | | **Net Profit After Non-Recurring Gains/Losses** | Profit: CNY 54.00 million - CNY 70.00 million | Profit: CNY 5.7467 million | | Year-on-Year Growth | 839.67% - 1118.09% | - | | **Basic Earnings Per Share** | Profit: CNY 0.55/share - CNY 0.70/share | Profit: CNY 0.05/share | [Explanation of Performance Changes](index=1&type=section&id=Explanation%20of%20Performance%20Changes) Significant performance growth is attributed to a lower comparative base from prior-year asset impairments and considerable exchange gains from favorable USD rates - A key reason for performance growth is the base effect: substantial asset impairment provisions for inventory and fixed assets at the Vietnam production base in the prior year lowered the profit base. No significant impairments occurred in the current period, leading to a substantial year-on-year profit difference[5](index=5&type=chunk)[6](index=6&type=chunk) - The company's high proportion of foreign trade export business benefited from the appreciation of the USD exchange rate compared to the prior year, generating significant exchange gains that positively contributed to profit growth[6](index=6&type=chunk) [Other Notes and Risk Warnings](index=1&type=section&id=Other%20Notes%20and%20Risk%20Warnings) The preliminary, unaudited performance forecast has been pre-communicated with auditors without disagreement, with final data subject to the official 2025 semi-annual report - The company has pre-communicated the performance forecast with the accounting firm, and there are no disagreements between the parties[4](index=4&type=chunk) - This performance forecast is a preliminary estimate by the company's finance department, unaudited by an accounting firm, with final data subject to the 2025 semi-annual report[7](index=7&type=chunk)

浙江海象新材料股份有限公司（以下简称"公司"）于 2025 年 3 月 21 日召 开第三届董事会第七次会议、第三届监事会第六次会议，会议审议通过了《关于 回购公司股份方案的议案》，拟使用自有资金和/或股票回购专项贷款以集中竞 价交易的方式回购公司股份，回购股份后续用于股权激励和/或员工持股计划。 本次回购金额不低于 2,500 万元人民币且不超过 5,000 万元人民币，回购价格不 超过人民币 22 元/股。因实施 2024 年年度权益分派，回购股份价格上限由 22 元 /股调整为 21.70 元/股，回购股份价格上限调整自 2025 年 5 月 28 日起生效。 按本次回购资金总额上限及调整后的回购股份价格上限测算，预计回购股份的 数量约为2,304,147股，约占公司目前总股本的2.24%；按回购总金额下限及调 整后的回购股份价格上限测算，预计可回购股份数量约为1,152,073股，约占公 司目前总股本的1.12%；具体回购股份的数量以回购完成时实际回购的股份数量 为准。回购股份实施期限为自公司董事会审议通过本次回购股份方案之日起12 个月内。本次回购股份事项属于董事会决策权限范围内，无需提交股东会审 ...

证券代码：003011 证券简称：海象新材 公告编号：2025-033 浙江海象新材料股份有限公司 浙江海象新材料股份有限公司（以下简称"公司"）于 2025 年 3 月 21 日召 开第三届董事会第七次会议、第三届监事会第六次会议，会议审议通过了《关于 回购公司股份方案的议案》，拟使用自有资金和/或股票回购专项贷款以集中竞 价交易的方式回购公司股份，回购股份后续用于股权激励和/或员工持股计划。 本次回购金额不低于 2,500 万元人民币且不超过 5,000 万元人民币，回购价格不 超过人民币 22 元/股。因实施 2024 年年度权益分派，回购股份价格上限由 22 元 /股调整为 21.70 元/股，回购股份价格上限调整自 2025 年 5 月 28 日起生效。 按本次回购资金总额上限及调整后的回购股份价格上限测算，预计回购股份的 数量约为2,304,147股，约占公司目前总股本的2.24%；按回购总金额下限及调 整后的回购股份价格上限测算，预计可回购股份数量约为1,152,073股，约占公 司目前总股本的1.12%；具体回购股份的数量以回购完成时实际回购的股份数量 为准。回购股份实施期限为自公司董事会审议 ...

Core Viewpoint - The company is focusing on the development of PET flooring products while acknowledging that PET will not completely replace PVC flooring, and both will coexist in the market. Group 1: Company Product Development - The company is closely monitoring market feedback for its new PET flooring products and plans to continue development based on previous R&D and production experiences, but currently has not generated any revenue from these products [1] - The company believes that PET flooring will become an alternative choice for consumers, but it will take time for market acceptance, and PVC flooring will continue to coexist with PET flooring [1][4] Group 2: Market Dynamics - The PVC flooring market is expected to grow internationally due to its recognized advantages, especially in the U.S. where labor shortages are driving up installation costs, making PVC a cost-effective option [2] - The company aims to stabilize its sales in Europe and other non-U.S. regions while also working to recover its presence in the U.S. market, although sales may be influenced by various macroeconomic factors [2][4] Group 3: Regulatory and Economic Factors - The company has taken measures to mitigate the impact of U.S. customs sourcing issues on its exports, and while normal exports are ongoing, some effects remain [2] - The recent U.S. tariff increases have had a relatively minor impact on the company, as its business exposure to the U.S. has decreased, and it has established production capacity in Southeast Asia, which still enjoys certain tariff advantages [3][4] - Currently, the company has no plans to establish manufacturing facilities in the U.S. due to labor costs and policy uncertainties, with production primarily based in Southeast Asia [3]

Group 1: BOE Technology Group (京东方A) - The LCD industry supply and demand situation is improving, shifting focus from scale and market share competition to high-profit applications, high-value products, advanced technology, and high-value brands [1] - By Q1 2025, the average operating rate of the LCD industry is expected to gradually increase and maintain above 80% [1] - LCD TV panel prices have been rising since January 2025, with expectations of a gradual cooling in Q2 [1] - The company’s 8.6-generation MOLED production line in Chengdu has started equipment installation four months ahead of schedule [1] - In 2024, the IT segment is projected to account for the highest share of the company’s display device business revenue at 34% [1] - The company anticipates depreciation of approximately 38 billion in 2024, expecting to reach a peak this year [1] - The company is open to industry consolidation and will consider multiple factors for participation [1] Group 2: Haixiang New Materials (海象新材) - The company has not yet launched PET flooring products and has no related revenue; PET flooring will coexist with PVC flooring rather than completely replace it [2] - The revenue growth relies on stable sales in non-US regions, recovery in the US market, and expansion in the domestic market [2] - The company has taken measures to mitigate the impact of customs traceability issues [2] - The impact of US tariffs is minimal, as the company has established production capacity in Southeast Asia [2] - There are currently no plans to set up a factory in the US in the short term [2] Group 3: Beijia Clean (倍加洁) - In 2024, the production capacity utilization rate for toothbrushes is 57.68%, while for wet wipes it is 28.98% [3] - The annual production capacity for toothpaste is expected to increase to 120 million units, with new clients such as Comfort and Shuke [3] - The company focuses on its own brands in toothpaste, toothbrushes, and orthodontic oral care products, with a comprehensive layout on e-commerce platforms [3] - The ODM business is the main focus, with moderate investment in self-owned brands [3] - The US market accounts for 24% of total revenue, with some small clients canceling orders; the company is responding through its Vietnam base [3] - The associate company, Weimei Zi, is projected to have a net profit of 32.96 million in 2024, with a loss in Q1 2025 [3] - The controlling subsidiary, Shan'en Kang, is expected to incur losses in 2024 but aims to turn profitable in Q1 2025, focusing on major client development and the KK bacteria niche market [3] - The company aims for double-digit revenue growth in 2025, with the Vietnam production base project still under construction [3] Group 4: ICBC Credit Suisse Asset Management (工银瑞信基金) - As of now, the total asset management scale of the company is 778.131 billion, ranking 13th out of 210 [4] - The asset management scale for non-monetary public funds is 422.31 billion, also ranking 13th out of 210 [4] - The company manages 474 public funds, ranking 12th out of 210 [4] - There are 85 fund managers under the company, ranking 10th out of 210 [4] - The best-performing public fund product in the past year is the ICBC North Securities 50 Index A, with a latest net value of 1.54 and a growth of 66.21% in the past year [4] - The latest public fund product raised by the company is the ICBC Stable and Profitable 120-Day Rolling Bond A, which is a long-term bond type with a subscription period from May 6, 2025, to May 28, 2025 [4]