资料显示，河南易成新能源股份有限公司位于河南省郑州市郑东新区商务外环20号海联大厦，成立日期 1997年11月4日，上市日期2010年6月25日，公司主营业务涉及金刚线的生产与销售、太阳能电站建设、 高效单晶硅电池片、负极材料生产与销售、节能环保、锂电储能;超高功率石墨电极的研发、生产及销 售。主营业务收入构成为：工业100.00%。 从易成新能十大流通股东角度 数据显示，华夏基金旗下1只基金位居易成新能十大流通股东。华夏中证1000ETF（159845）二季度增 持97.28万股，持有股数407.88万股，占流通股的比例为0.22%。根据测算，今日浮盈赚取约89.73万元。 华夏中证1000ETF（159845）成立日期2021年3月18日，最新规模382.27亿。今年以来收益19.33%，同 类排名1827/4222；近一年收益56.2%，同类排名1259/3795；成立以来收益20.06%。 华夏中证1000ETF（159845）基金经理为赵宗庭。 9月5日，易成新能涨5.13%，截至发稿，报4.51元/股，成交1.86亿元，换手率2.26%，总市值84.49亿 元。 截至发稿，赵宗庭累计任职时间8年1 ...

市场步伐，谢谢！ 河南易成新能源股份有限公司 2025 年半年度业绩说明会投资者活动记录表 编号：2025-005 投资者关系活动 类别 □特定对象调研 □分析师会议 □媒体采访 √业绩说明会 □新闻发布会 □路演活动 □现场参观 □电话会议 □其他： （请文字说明其他活动内容） 参与单位名称 及人员姓名 易成新能2025年半年度业绩说明会采用网络远程方式进行，面向全体投 资者 时间 2025 年 9 月 9 日 15:00-17:00 地点 深圳证券交易所"互动易平台"http://irm.cninfo.com.cn"云访谈" 栏目 公司接待人员 姓名 董事长：杜永红 董事、总裁：李欣平 独立董事：张亚兵 财务总监：王尚锋 董事会秘书、总法律顾问：潘政烁 投资者关系活动 主要内容介绍 1.公司下一步有何业绩改善计划，怎样进一步减亏？ 答：尊敬的投资者，您好！公司将紧紧围绕"高端碳材、新型能源" 两大主业，深化产业链布局，一是做大做强碳材料主业，通过战略性重 组、专业化整合，完善上下游产业链，降低生产成本，提高产品附加值， 提升市场占有率，推动公司在碳材料领域的持续发展与壮大；二是加速 推进源网荷储项目落地， ...

Market Performance - On September 5, the Henan state-owned enterprise reform sector rose by 2.2%, with Yicheng New Energy leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Individual Stock Performance - Yicheng New Energy (300080) closed at 4.68, up 9.09%, with a trading volume of 725,100 shares and a transaction value of 326 million yuan [1] - Shenhuo Co. (000933) closed at 19.50, up 4.33%, with a trading volume of 338,400 shares and a transaction value of 649 million yuan [1] - Rongke Technology (300290) closed at 24.83, up 3.80%, with a trading volume of 311,300 shares and a transaction value of 760 million yuan [1] - Other notable stocks include Yuguang Jinchang (600531) and Senyuan Electric (002358), which also saw positive gains [1] Capital Flow Analysis - The Henan state-owned enterprise reform sector experienced a net inflow of 92.47 million yuan from institutional investors, while retail investors saw a net outflow of 111 million yuan [2][3] - Notable net inflows from institutional investors include Shenhuo Co. (434.19 million yuan) and Rongke Technology (404.44 million yuan) [3] - Retail investors showed significant outflows in stocks like An Cai High-Tech (600207) and Yicheng New Energy (300080) [3]

Core Insights - The rise of emerging industries in China is leading the polymer sector into the next decade, with significant opportunities in new materials related to electric vehicles, aerospace, drones, robotics, 5G/6G communication, and artificial intelligence [1] Group 1: A+H Listing Trend - The "A+H" listing strategy has become popular among Chinese listed companies, with 11 A-share companies successfully listing on the Hong Kong stock exchange as of August 26, 2023, and 49 more in the queue [1] - Many of these companies are leaders in the new energy sector, with nearly 80% having a market capitalization exceeding 20 billion RMB [1] Group 2: Polymer Industry's Global Expansion - The polymer materials industry is also accelerating its global expansion, with only a few companies like Sinopec and Shanghai Petrochemical having A+H listings, while others like Guo'en Co. and Binhua Co. are planning to list in Hong Kong [2] - Many companies in this sector have low market capitalizations and lack global leadership capabilities, which diminishes the attractiveness of overseas fundraising [2] Group 3: China Pingmei Shenma Group's Listing Plans - China Pingmei Shenma Group is actively promoting asset securitization to establish an overseas financing platform, with plans for Henan Pingmei Shenma Superhard Materials Co. to initiate a Hong Kong listing process, expected to complete by September 2026 [3] - The group aims to have 6 to 7 listed companies by 2028, following a strategy of nurturing, reserving, and listing companies in stages [3] Group 4: Financial Performance of Listed Companies - Pingmei Co. reported a revenue of 30.281 billion RMB in 2024, with a net profit of 2.350 billion RMB, a significant decrease of 41.41% year-on-year [3] - Yicheng New Energy, with a focus on wind and solar power, saw a revenue drop of 65.38% to 3.422 billion RMB in 2024, resulting in a net loss of 851 million RMB [4] - Silane Technology, the first hydrogen silane materials company listed on the Beijing Stock Exchange, reported a revenue of approximately 705 million RMB in 2024, down 37.05% year-on-year, with a net profit decline of 74.80% [5] Group 5: Shennong Co.'s Strategic Adjustments - Shennong Co. has made strategic adjustments, including establishing a subsidiary in Thailand and collaborating with international firms to enter high-end markets [7] - The company reported a revenue of 13.968 billion RMB in 2024, a 4.08% increase, but faced a net profit decline of 77.57% due to rising costs and falling product prices [8]

易成新能（300080.SZ）9月2日在投资者互动平台表示，上述通知不包含公司已中标的源网荷储项目， 公司前期已中标源网荷储项目有卫东区200MW风电项目、郏县150MW风电项目等。源网荷储一体化是 新能源项目未来发展的重要趋势，通过配置储能和智能调度能平滑风光电力输出的波动性，最大限度减 少"弃风弃光"，将原本可能浪费的绿色电力充分利用起来。公司高度重视并积极布局源网荷储一体化这 一战略性方向，对于未来的投资预算，公司将根据未来市场变化、资金计划安排、已有项目进展等情况 综合决定。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：媒体报道，河南省发改委发布了《关于实施第九批源 网荷储一体化项目的通知》。本批次共53个项目纳入实施范围。 公司如何看待"源网荷储项目"的将来 发展前景？在源网荷储项目已取得哪些项目和营收？ ...

Core Viewpoint - The financial performance and trading activities of Yicheng New Energy indicate a mixed outlook, with a decline in net profit despite revenue growth, and significant trading activity in both financing and securities lending. Group 1: Financial Performance - For the first half of 2025, Yicheng New Energy reported operating revenue of 2.069 billion yuan, representing a year-on-year increase of 9.71% [2] - The company recorded a net profit attributable to shareholders of -170 million yuan, which is a year-on-year improvement of 61.50% [2] Group 2: Trading Activities - On August 29, Yicheng New Energy's stock price fell by 0.71%, with a trading volume of 77.0644 million yuan [1] - The financing buy-in amount for the day was 5.5667 million yuan, while the financing repayment was 7.9051 million yuan, resulting in a net financing outflow of -2.3384 million yuan [1] - As of August 29, the total financing and securities lending balance for Yicheng New Energy was 266 million yuan, accounting for 3.38% of its market capitalization [1] - The company had a securities lending balance of 611.5 thousand yuan, with a lending volume of 14.56 thousand shares, indicating a high level of activity in this area [1] Group 3: Shareholder Information - As of August 20, the number of shareholders for Yicheng New Energy was 35,000, a decrease of 2.70% from the previous period [2] - The average number of circulating shares per shareholder increased by 2.78% to 53,521 shares [2] - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 12.0663 million shares, an increase of 6.6441 million shares from the previous period [3]

Group 1 - The company Yicheng New Energy responded to investor inquiries on August 28, indicating that financial data for the energy storage company Kaifeng Times will be disclosed in future announcements [2]

Core Viewpoint - Yicheng New Energy (300080) indicated that the main reason for the losses at Shoucheng Technology is the increase in raw material costs, and the company currently has no plans to divest this subsidiary [1] Group 1 - Yicheng New Energy addressed investor inquiries on August 28 regarding the financial performance of Shoucheng Technology [1] - The company confirmed that the losses are primarily due to rising raw material costs [1] - There are no current plans to divest Shoucheng Technology [1]

Group 1 - The core product of Yicheng New Energy is graphite electrodes, and the company possesses a complete industrial chain in the graphite electrode industry, including needle coke, binder pitch, ultra-high power graphite electrodes (UHPΦ350mm-Φ800mm), and special graphite materials [1] - The company focuses on "high-end carbon materials" and "new energy storage" as its core business [1] - In the first half of 2025, the company will achieve control over Meishan Lake Company through equity acquisition, further enhancing its graphite electrode production capacity, and currently has no plans to divest this company [1]

Group 1 - The core viewpoint of the news is that Yicheng New Energy's stock price has declined by 5.15% to 4.05 CNY per share, with a total market capitalization of 7.587 billion CNY as of the report date [1] - Yicheng New Energy, established on November 4, 1997, and listed on June 25, 2010, is primarily engaged in the production and sales of diamond wires, solar power plant construction, high-efficiency monocrystalline silicon cells, anode material production and sales, energy conservation and environmental protection, lithium battery storage, and the research, production, and sales of ultra-high power graphite electrodes [1] - The company's main business revenue composition is 100% from industrial activities [1] Group 2 - Among the top ten circulating shareholders of Yicheng New Energy, a fund under Southern Fund has increased its holdings in the Southern CSI 1000 ETF (512100) by 1.3403 million shares in the second quarter, bringing the total to 6.9412 million shares, which accounts for 0.37% of the circulating shares [2] - The estimated floating loss for the Southern CSI 1000 ETF today is approximately 1.5271 million CNY [2] - The Southern CSI 1000 ETF (512100), established on September 29, 2016, has a latest scale of 64.953 billion CNY, with a year-to-date return of 24.45%, ranking 1550 out of 4222 in its category, and a one-year return of 66.16%, ranking 1073 out of 3776 [2]