为进一步加强与投资者的互动交流，安徽鑫铂铝业股份有限公司（以下简称 "公司"）将参加由安徽证监局指导，安徽上市公司协会与深圳市全景网络有限公 司联合举办的"2025 年安徽上市公司投资者网上集体接待日"，现将相关事项公告 如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP,参与 本次互动交流，活动时间为 2025 年 9 月 15 日（周一）15:00-17:00。届时公司高 管将在线就公司业绩、公司治理、发展战略、经营状况、融资计划、股权激励和 可持续发展等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊 跃参与！ 特此公告！ 证券代码：003038 证券简称：鑫铂股份 公告编号：2025-084 安徽鑫铂铝业股份有限公司 关于参加 2025 年安徽辖区上市公司投资者 网上集体接待日活动的公告 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。 安徽鑫铂铝业股份有限公司 董事会 2025 年 9 月 9 日 ...

Group 1 - The solid-state battery concept stocks are active in early trading, with Zhonglun New Materials and Haibo Sichuang rising over 10% [1] - Other companies such as Xinwangda, Yiwei Lithium Energy, and Dongfang Zirconium also experienced upward movement [1]

Core Viewpoint - Xinbo Co., Ltd. reported disappointing financial results for the first half of 2025, with significant declines in revenue and net profit compared to the previous year [1]. Financial Performance - Total revenue for the first half of 2025 was 3.996 billion yuan, a decrease of 4.11% year-on-year [1]. - Net profit attributable to shareholders was 36.8877 million yuan, down 75.74% year-on-year [1]. - In Q2 2025, total revenue was 2.014 billion yuan, a decline of 16.04% year-on-year, with net profit of 203.22 thousand yuan, down 98.17% [1]. - Gross margin was 6.5%, a decrease of 22.93% year-on-year, while net margin was 1.01%, down 72.46% [1]. - Total expenses (selling, administrative, and financial) amounted to 135 million yuan, accounting for 3.38% of revenue, an increase of 15.3% year-on-year [1]. Balance Sheet and Cash Flow - Accounts receivable increased to 2.402 billion yuan, up 4.41% year-on-year, with accounts receivable to net profit ratio at 1426.37% [1][4]. - Cash and cash equivalents decreased to 2.184 billion yuan, down 8.94% year-on-year [1]. - The company reported a significant increase in operating cash flow per share to 0.79 yuan, up 132.11% year-on-year [1]. Investment Returns and Business Model - The company's return on invested capital (ROIC) for the previous year was 3.11%, indicating weak capital returns [3]. - Historical data shows a median ROIC of 11.12% since the company went public, suggesting better investment returns in the past [3]. - The business model relies heavily on R&D and capital expenditures, necessitating careful evaluation of capital projects and spending [3]. Debt and Financial Health - The company’s interest-bearing debt increased to 6.528 billion yuan, up 9.24% year-on-year, with a debt-to-asset ratio of 61.32% [4]. - The average operating cash flow over the past three years has been negative, raising concerns about financial sustainability [4]. Market Expectations - Analysts project a net profit of 291 million yuan for 2025, with an average earnings per share estimate of 1.19 yuan [5]. Fund Holdings - The largest fund holding Xinbo Co., Ltd. is the Huaxia Low Carbon Economy Mixed Fund, with 605,000 shares held [6]. - Other funds have increased their positions or newly entered the top ten holdings, indicating some level of investor interest despite recent performance issues [6].

Group 1 - Xinbo Co., Ltd. (003038.SZ) released its semi-annual report for 2025 on August 27, 2025, showing that as of August 26, 2025, 10 institutional investors held a total of 29.3016 million shares, accounting for 12.02% of the total share capital [1] - The top ten institutional investors include Nanjing Tianding Venture Capital Partnership, Chuzhou Anyuan Investment Fund, Qingdao City Investment Holdings Group, and others, with a combined holding ratio of 12.02% [1] - Compared to the previous quarter, the combined holding ratio of the top ten institutions decreased by 5.88 percentage points [1] Group 2 - In the public fund sector, one fund, Penghua Hongze Mixed A, increased its holdings slightly compared to the previous period [2] - Two new public funds were disclosed this period, including Penghua Shanghua One-Year Holding Mixed A and Penghua Ninghua One-Year Holding Mixed A [2] - Eight public funds were not disclosed this period compared to the previous quarter, including Jiao Yin Trend Mixed A, Great Wall Industry Rotation Mixed A, and others [2] Group 3 - MACD golden cross signals have formed, indicating positive trends for certain stocks [3]

Group 1 - The core viewpoint of the article is that Xinbo Co., Ltd. (003038.SZ) reported a decline in both revenue and net profit for the first half of 2025 compared to the same period last year [1] Group 2 - The company achieved an operating income of 3.996 billion yuan, representing a year-on-year decrease of 4.11% [1] - The net profit attributable to shareholders of the listed company was 36.8877 million yuan, down 75.74% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 15.5678 million yuan, a decline of 88.18% year-on-year [1] - The basic earnings per share were 0.15 yuan [1]

2025 年半年度财务报告 【2025 年 8 月】 1 安徽鑫铂铝业股份有限公司 2025 年半年度财务报告 安徽鑫铂铝业股份有限公司 单位：元 安徽鑫铂铝业股份有限公司 2025 年半年度财务报告 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：安徽鑫铂铝业股份有限公司 2025 年 06 月 30 日 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 2,184,003,764.66 | 2,187,960,667.69 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | | | | 衍生金融资产 | | | | 应收票据 | 1,301,407.54 | 707,503.88 | | 应收账款 | 2,401,532,096.06 | 2,752,077,018.66 | | 应收款项融资 | 1,043,861,763.43 | 493,308,507.06 | | 预付款项 | 35,173 ...

合并资产负债表 编制单位:安徽鑫铂铝业股份有限公司 单位:元 币种:人民币 项目 2025年6月30日 2024年12月31日 项目 2025年6月30日 2024年12月31日 流动资产: 流动负债: 货币资金 2,184,003,764.66 2,187,960,667.69 短期借款 5,141,923,127.16 5,111,124,211.06 交易性金融资产 交易性金融负债 衍生金融资产 衍生金融负债 应收票据 1,301,407.54 707,503.88 应付票据 126,000,000.00 149,000,000.00 应收账款 2,401,532,096.06 2,752,077,018.66 应付账款 645,876,302.23 623,086,528,93 1,043,861,763.43 493,308,507.06 应收款项融资 预收款项 585,821.08 301,245.80 预付款项 35,173,151.48 13,921,495.01 合同负债 56,885,232.82 6,212,851.38 其他应收款 12,475,301.27 25,462,361.63 ...

证券代码：003038 证券简称：鑫铂股份 公告编号：2025-082 安徽鑫铂铝业股份有限公司 2025 年半年度募集资金存放与使用情况的专项报告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 根据深圳证券交易所《深圳证券交易所上市公司自律监管指引第 1 号——主板上市 公司规范运作》及《深圳证券交易所上市公司自律监管指南第 2 号——公告格式》的规 定，将安徽鑫铂铝业股份有限公司（以下简称公司）2025 年半年度募集资金存放与使用 情况报告如下： 一、募集资金基本情况 （一）实际募集资金金额、资金到位时间 1、首次公开发行股票募集资金情况 经中国证券监督管理委员会《关于核准安徽鑫铂铝业股份有限公司首次公开发行股 票的批复》（证监许可[2021]189 号）核准，并经深圳证券交易所同意，公司获准向社会 公开发行人民币普通股（A 股）26,610,000 股，每股发行价格为人民币 18.08 元，募集 资金总额为人民币 481,108,800.00 元，扣除各项发行费用合计人民币 57,272,702.90 元（ 不含增值税）后，实际募集资金净额为人民币 4 ...

安徽鑫铂铝业股份有限公司 | 其他关联 | | 往来方与上 | 上市公司核算 | 2025 年初往 | 年 2025 | 月往 1-6 | 年 2025 | 月 1-6 | 年 2025 | 月 1-6 | 2025 年 | 6 月末 | 往来 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 资金往来 | 资金往来方名称 | 市公司的关 | 的会计科目 | 来资金余额 | | 来累计发生金额 | 往来资金的 | | 偿还累计发 | | | 往来资金余额 | 形成 | 往来性质 | | | | 联关系 | | | | (不含利息) | 利息(如有) | | 生金额 | | | | 原因 | | | 控股股东、 | | | | | | | | | | | | | | | | 实际控制 | | | | | | | | | | | | | | | | 人及其附 | | | | | | | | | | | | | | | | 属企业 | | | | | | | | | | ...

证券代码：003038 证券简称：鑫铂股份 公告编号：2025-079 安徽鑫铂铝业股份有限公司 第三届董事会第二十四次会议决议公告 2、审议通过《关于公司<2025 年半年度募集资金存放与使用情况的专项报 告>的议案》 董事会认为公司《2025年半年度募集资金存放与使用情况的专项报告》，真 实、客观地反映了公司2025年半年度募集资金的存放与使用情况，2025年半年度 公司募集资金的存放与使用符合中国证券监督管理委员会、深圳证券交易所的相 关规定，不存在募集资金存放和使用违规的情形。 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 安徽鑫铂铝业股份有限公司（以下简称"公司"）第三届董事会第二十四次会 议于2025年8月26日在公司会议室以现场结合通讯表决的方式召开，会议通知已 于2025年8月23日以电子邮件的方式发出。本次会议应出席董事9人，实际出席董 事9人（其中李正培、赵明健、赵婷婷、常伟董事以通讯表决方式出席），会议 由公司董事长唐开健先生召集并主持，公司部分高级管理人员列席了本次会议。 本次会议的召集、召开符合《中华人民共和 ...