Company Overview - Shanghai Annoqi Group Co., Ltd. was established on October 19, 1999, and listed on April 21, 2010. The company specializes in the research, production, sales, and related technical services of new textile dyes [2] - The main business revenue composition includes disperse dyes (58.65%), computing services (23.62%), reactive dyes (8.57%), and others [2] Financial Performance - For the first half of 2025, the company achieved operating revenue of 512 million yuan, representing a year-on-year growth of 7.63%. However, the net profit attributable to the parent company was -18.22 million yuan, a decrease of 263.80% year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 345 million yuan, with 57.72 million yuan distributed over the past three years [3] Stock Performance - As of September 22, the stock price of Annoqi fell by 2.02% to 4.85 yuan per share, with a total market capitalization of 5.599 billion yuan. The stock has declined by 21.27% year-to-date [1] - The company has seen a net outflow of 7.39 million yuan in principal funds, with significant selling pressure observed in large orders [1] - The stock has appeared on the "Dragon and Tiger List" once this year, with a net buy of 150 million yuan on March 21 [1] Shareholder Information - As of September 10, the number of shareholders was 52,600, a decrease of 2.69% from the previous period, with an average of 17,838 circulating shares per person, an increase of 2.77% [2] - As of June 30, 2025, Hong Kong Central Clearing Limited was the tenth largest circulating shareholder, holding 2.1683 million shares, a decrease of 3.9916 million shares from the previous period [3]

Core Viewpoint - Annochi's stock has experienced a significant decline in 2023, with a year-to-date drop of 19.64% and a recent 4.07% decrease over the last five trading days [1] Company Overview - Annochi Group Co., Ltd. is located in Qingpu District, Shanghai, established on October 19, 1999, and listed on April 21, 2010. The company specializes in the research, production, and sales of new textile dyes and related technical services [2] - The main business revenue composition includes disperse dyes (58.65%), computing services (23.62%), reactive dyes (8.57%), and others [2] - Annochi belongs to the Shenwan industry classification of basic chemicals - chemical products - textile chemical products, and is associated with various concept sectors including aerospace military, blockchain, PPP concept, e-commerce, and marine engineering equipment [2] Financial Performance - For the first half of 2025, Annochi achieved operating revenue of 512 million yuan, representing a year-on-year growth of 7.63%. However, the net profit attributable to the parent company was -18.22 million yuan, a decrease of 263.80% compared to the previous year [2] - Since its A-share listing, Annochi has distributed a total of 345 million yuan in dividends, with 57.72 million yuan distributed over the last three years [3] Shareholder Information - As of September 10, 2023, Annochi had 52,600 shareholders, a decrease of 2.69% from the previous period, with an average of 17,838 circulating shares per person, an increase of 2.77% [2] - As of June 30, 2025, Hong Kong Central Clearing Limited was the tenth largest circulating shareholder, holding 2.1683 million shares, a decrease of 3.9916 million shares from the previous period [3]

Core Viewpoint - Annochi's stock experienced a decline of 1.71% on September 17, with a trading volume of 182 million yuan, indicating a potential concern among investors regarding the company's performance and market sentiment [1] Financing Summary - On September 17, Annochi had a financing buy-in amount of 23.57 million yuan and a financing repayment of 22.61 million yuan, resulting in a net financing buy of 0.96 million yuan [1] - As of September 17, the total financing and securities lending balance for Annochi was 314 million yuan, which represents 5.26% of its circulating market value, indicating a relatively high level of financing compared to the past year [1] - The financing balance has exceeded the 60th percentile level over the past year, suggesting increased investor interest or reliance on leverage [1] Securities Lending Summary - On September 17, Annochi had no shares repaid or sold in the securities lending market, with a total securities lending balance of 0 yuan, indicating a lack of short-selling activity [1] - The securities lending balance is at a high level, exceeding the 90th percentile over the past year, which may reflect a cautious sentiment among investors [1] Company Overview - Annochi Group Co., Ltd. is located in Qingpu District, Shanghai, and was established on October 19, 1999, with its stock listed on April 21, 2010 [1] - The company's main business involves the research, production, sales, and related technical services of new textile dyes [1] - The revenue composition of Annochi includes disperse dyes (58.65%), computing services (23.62%), reactive dyes (8.57%), and other categories [1] Financial Performance - For the first half of 2025, Annochi reported an operating income of 512 million yuan, representing a year-on-year growth of 7.63% [2] - The net profit attributable to the parent company was -18.22 million yuan, showing a significant year-on-year decrease of 263.80% [2] - Since its A-share listing, Annochi has distributed a total of 345 million yuan in dividends, with 57.72 million yuan distributed over the past three years [2] Shareholder Information - As of September 10, Annochi had 52,600 shareholders, a decrease of 2.69% from the previous period, while the average circulating shares per person increased by 2.77% to 17,838 shares [2] - As of June 30, 2025, Hong Kong Central Clearing Limited was the tenth largest circulating shareholder, holding 2.1683 million shares, a decrease of 3.9916 million shares from the previous period [2]

（记者 曾健辉） 安诺其（300067.SZ）9月17日在投资者互动平台表示，公司暂不涉及该技术。 每经AI快讯，有投资者在投资者互动平台提问：请问公司苏州子公司是否具备喷墨打印发光材料OLED 技术？ ...

Core Viewpoint - Annochi's stock price has experienced fluctuations, with a year-to-date decline of 15.26% and a recent increase of 0.77% over the last five trading days [2] Group 1: Stock Performance - As of September 16, Annochi's stock price rose by 2.15% to 5.22 CNY per share, with a total market capitalization of 6.026 billion CNY [1] - Year-to-date, Annochi's stock has decreased by 15.26%, with a 3.15% decline over the past 20 days and a 7.94% drop over the last 60 days [2] - The company has appeared on the "龙虎榜" once this year, with a net buy of 150 million CNY on March 21 [2] Group 2: Financial Performance - For the first half of 2025, Annochi reported revenue of 512 million CNY, reflecting a year-on-year growth of 7.63%, while the net profit attributable to shareholders was -18.22 million CNY, a decrease of 263.80% [3] - Cumulative cash dividends since the A-share listing amount to 345 million CNY, with 57.72 million CNY distributed over the last three years [4] Group 3: Shareholder Information - As of September 10, the number of shareholders for Annochi was 52,600, a decrease of 2.69%, with an average of 17,838 circulating shares per person, an increase of 2.77% [3] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 2.1683 million shares, a reduction of 3.9916 million shares compared to the previous period [4] Group 4: Business Overview - Annochi, established on October 19, 1999, and listed on April 21, 2010, specializes in the research, production, and sales of new textile dyes [2] - The company's main revenue sources include disperse dyes (58.65%), computing services (23.62%), reactive dyes (8.57%), and others [2]

2025 年半年度持续督导跟踪报告 | 保荐人名称：国泰海通证券股份有限公司 | 被保荐公司简称：安诺其（300067） | | --- | --- | | 保荐代表人姓名：董橹冰 | 联系电话：021-38676666 | | 保荐代表人姓名：朱哲磊 | 联系电话：021-38677941 | 一、保荐工作概述 | 项目 | 工作内容 | | --- | --- | | 1、公司信息披露审阅情况 | | | （1）是否及时审阅公司信息披露文件 | 是 | | （2）未及时审阅公司信息披露文件的次数 | 0 次 | | 2、督导公司建立健全并有效执行规章制度的情况 | | | （1）是否督导公司建立健全规章制度（包括但不限于 防止关联方占用公司资源的制度、募集资金管理制度、 | 是 | | 内控制度、内部审计制度、关联交易制度） | | | （2）公司是否有效执行相关规章制度 | 是 | | 3、募集资金监督情况 | | | （1）查询公司募集资金专户次数 | 每月一次（注） | | （2）公司募集资金项目进展是否与信息披露文件一致 | 是 | | 4、公司治理督导情况 | | | （1）列席公司股东会次数 ...

Group 1 - The company Anuoqi (300067) responded to investor inquiries on September 11, indicating that as of September 10, 2025, the number of shareholders in the top N securities holder list (excluding merged margin financing accounts) is 52,554 [1]

Group 1 - The company held a significant investor relations event on September 5, with participation from 12 institutions, including Dongfang Caifu [1] - The company is integrating AI with digital printing through the acquisition of Gengcong Technology, creating an "AI + physical manufacturing innovation platform" [1] - The company plans to enhance online and offline platform promotion, aiming to establish a seamless connection between "creativity - production - consumption" [1] Group 2 - The company has adopted a platform-based and market-oriented operation model for its computing power leasing business, with the Zhixing Cloud platform operating stably for five years [2] - The dye business focuses on textile applications, with efforts to expand both domestic and overseas markets while innovating dyeing technology [2] - Gengcong Technology reported a revenue of 120 million yuan and a net profit exceeding 10 million yuan in the first half of the year, indicating successful strategic positioning in the AI digital board sector [2]

Group 1: Company Overview and AI Integration - The company has introduced AI capabilities through the acquisition of Gengcon Technology, integrating AI with digital printing to create an "AI + physical manufacturing innovation platform" [2] - New platforms such as "Shanghu AI Manufacturing" and "Maoqiu Dimension" have been launched, utilizing advanced technologies and a library of over one million copyright materials to provide comprehensive services from creative inspiration to physical printing [2] - The company aims to enhance online and offline platform promotion, establishing a seamless connection in the future manufacturing network for personalized product customization [2] Group 2: Business Applications and Future Plans - Currently, the customized printing business primarily focuses on textile products, with plans to expand into other categories such as ceramics [3] - The AI computing power business will strengthen downstream application development and marketing, with the launch of the "CatiMind" platform, which offers over 2000 preset functional nodes for users without the need for local GPU deployment [3] - The computing power leasing business operates on a platform-based and market-oriented model, with the Zhixing Cloud platform having stable operations for five years, reducing potential risks from single customer reliance [3] Group 3: Dye Products and Market Expansion - The company's dye products are mainly used in textile fabrics, with increased marketing efforts in the domestic market and active expansion into overseas markets [3] - The company is focused on innovation in dyeing technology and the introduction of new textile materials to meet stringent environmental and safety requirements [3] Group 4: Performance Metrics - Gengcon Technology reported a revenue of 120 million CNY and a net profit exceeding 10 million CNY in the first half of the year, indicating strong growth in the AI digital board sector [3] - The completion status of the 2025 annual performance target will be based on audited annual data [3]

Market Performance - The chemical products sector increased by 0.37% on September 1, with *ST Jintai leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Top Gainers in Chemical Sector - *ST Quantai (300225) closed at 5.79, up 12.21% with a trading volume of 366,800 shares and a turnover of 204 million yuan [1] - Kangda New Materials (002669) closed at 15.46, up 10.04% with a trading volume of 305,700 shares [1] - Jianye Co. (603948) closed at 32.09, up 10.01% with a trading volume of 25,800 shares [1] - Dinglong Technology (603004) closed at 24.42, up 10.00% with a trading volume of 78,100 shares [1] - Zanyu Technology (002637) closed at 12.02, up 9.97% with a trading volume of 154,400 shares [1] Top Losers in Chemical Sector - Akole (603722) closed at 51.95, down 7.99% with a trading volume of 75,000 shares and a turnover of 392 million yuan [2] - Jiabiyou (688089) closed at 27.36, down 5.07% with a trading volume of 122,100 shares [2] - Andyshi (66ZOO9) closed at 10.07, down 4.82% with a trading volume of 271,400 shares [2] Capital Flow Analysis - The chemical products sector experienced a net outflow of 361 million yuan from institutional investors, while retail investors saw a net inflow of 243 million yuan [2][3] - Kangda New Materials (002669) had a net inflow of 1.21 billion yuan from institutional investors, but a net outflow of 55.12 million yuan from retail investors [3] - Zanyu Technology (002637) had a net inflow of 61.87 million yuan from institutional investors, with a net outflow of 32.00 million yuan from retail investors [3]