证券代码：300135 证券简称：宝利国际 公告编号：2025-085 江苏宝利国际投资股份有限公司 关于使用闲置自有资金进行委托理财的公告 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。 重要内容提示： 1、投资种类：投资品种包括银行发行的理财产品、结构性存款等，证券公 司集合理财产品、专户理财产品及基金等产品，其他经公司进行严格的筛选、被 评估为流动性较高、投资回报相对较高的理财产品。 2、投资金额：不超过人民币 2.5 亿元（含）。 3、特别风险提示：金融市场受宏观经济的影响较大，公司将根据经济形势 及金融市场的变化适时适量的介入，但仍可能出现因受到市场波动影响，导致委 托理财的实际收益不及预期的情况，敬请投资者注意投资风险。 江苏宝利国际投资股份有限公司（以下简称"公司"）于 2025 年 10 月 21 日召开第六届董事会第二十七次会议，审议通过《关于使用闲置自有资金进行委 托理财的议案》，同意公司（含合并报表范围内子公司，下同）在保障日常生产 经营资金需求，有效控制风险的前提下使用不超过 2.5 亿元（含）人民币的闲置 自有资金进行委托理财。上述理 ...

证券代码：300135 证券简称：宝利国际 公告编号：2025-081 江苏宝利国际投资股份有限公司 第六届董事会第二十七次会议决议公告 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。 江苏宝利国际投资股份有限公司（以下简称公司）第六届董事会第二十七次 会议于2025年10月21日以现场结合通讯表决方式在公司会议室召开，本次董事会 已于会议召开4日前以书面方式通知各位董事。会议应出席董事7名，实际参与表 决董事7名，其中董事长刘俊先生、副董事长笪扬先生、独立董事邓效先生和周 鹏先生以通讯方式参会。公司高级管理人员列席了会议。本次董事会由董事长刘 俊先生召集并主持。本次会议的召开符合《中华人民共和国公司法》和《公司章 程》等相关法律法规的有关规定，合法、有效。 二、董事会会议审议情况 （一）审议并通过《关于公司<2025年第三季度报告>的议案》 董事会认为，公司《2025年第三季度报告》的编制符合法律、行政法规等相 关规定，其内容与格式符合深圳证券交易所的各项规定，其所披露的信息真实、 准确、完整地反映了公司的实际情况，不存在任何虚假记载、误导性陈述或者重 大遗 ...

宝利国际公告，第三季度营收为5.47亿元，同比增长2.61%；净利润亏损324.63万元，下降15.17%。前 三季度营收为10.67亿元，同比下降36.42%；净利润亏损1012.87万元，下降245.22%。 ...

Financial Performance - The company's operating revenue for Q3 2025 was ¥547,229,653.08, an increase of 2.61% compared to the same period last year[4] - The net profit attributable to shareholders was -¥3,246,327.91, a decrease of 15.17% year-on-year[4] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -¥12,998,644.09, a decline of 138.96% compared to the previous year[4] - The basic earnings per share for the period was -¥0.0035, down 12.90% year-on-year[4] - Total operating revenue for the current period is ¥1,066,579,470.72, a decrease of 36.4% compared to ¥1,677,567,963.47 in the previous period[17] - Net profit for the current period is a loss of ¥11,618,862.43, compared to a profit of ¥3,701,110.40 in the previous period, representing a significant decline[18] - The total comprehensive income for the current period is a loss of ¥11,623,241.58, compared to a profit of ¥3,449,583.38 in the previous period[18] - Basic and diluted earnings per share for the current period are both -¥0.0111, compared to ¥0.0076 in the previous period[18] Assets and Liabilities - Total assets at the end of the reporting period were ¥1,606,607,938.51, a decrease of 6.31% from the end of the previous year[5] - The equity attributable to shareholders decreased by 2.01% to ¥945,319,963.76 compared to the end of the previous year[5] - The company's total liabilities were CNY 687,398,694.14, down from CNY 774,802,225.96, representing a reduction of approximately 11.3%[15] - The company's total equity attributable to shareholders decreased to CNY 945,319,963.76 from CNY 964,668,813.30, a decline of about 2.0%[16] - The company's non-current assets totaled CNY 355,335,044.63, down from CNY 804,678,089.54, indicating a significant decrease of about 56.1%[15] Cash Flow - The net cash flow from operating activities was -¥184,969,546.06, a significant decrease of 234.00% year-on-year[4] - The net cash flow from operating activities is negative at ¥184,969,546.06, compared to a positive cash flow of ¥138,033,164.50 in the previous period[19] - Cash and cash equivalents at the end of the period amount to ¥145,151,673.73, down from ¥324,428,932.78 at the end of the previous period[20] - The company's cash and cash equivalents decreased to CNY 150,898,752.73 from CNY 207,115,183.80, reflecting a decline of about 27.1%[14] Inventory and Receivables - The company's inventory increased significantly to CNY 248,167,037.88 from CNY 149,240,963.52, marking a rise of approximately 66.3%[14] - The company's accounts receivable rose to CNY 286,625,895.84 from CNY 263,065,643.58, an increase of about 9.0%[14] Costs and Expenses - Total operating costs for the current period are ¥1,109,421,369.98, down 35.3% from ¥1,713,180,232.70 in the previous period[17] - The company reported a decrease in research and development expenses to ¥6,706,844.19, down 48.9% from ¥13,140,147.61 in the previous period[17] Non-Recurring Items - Non-recurring gains and losses for the period totaled ¥9,752,316.18, down from ¥40,273,576.18 in the previous year[6] - The company has not identified any non-recurring gains and losses as regular gains and losses[7] - The company experienced a significant increase in asset disposal gains to ¥37,432,757.35, compared to ¥22,127,264.99 in the previous period[18] Other Information - The third quarter financial report of Jiangsu Baoli International Investment Co., Ltd. has not been audited[21] - The new accounting standards will be implemented starting from 2025, affecting the financial statements from the beginning of that year[21] - The board of directors announced the financial report on October 21, 2025[21]

Core Insights - The refining and trading sector experienced a rise of 1.78% on October 20, with Baoli International leading the gains [1] - The Shanghai Composite Index closed at 3863.89, up 0.63%, while the Shenzhen Component Index closed at 12813.21, up 0.98% [1] Sector Performance - Baoli International (300135) closed at 4.35, up 3.33% with a trading volume of 202,200 shares and a turnover of 87.25 million yuan [1] - Bohai Chemical (600800) closed at 4.00, up 2.83% with a trading volume of 194,300 shares and a turnover of 76.71 million yuan [1] - China Petroleum (601857) closed at 8.62, up 2.50% with a trading volume of 2,088,200 shares and a turnover of 1.78 billion yuan [1] - Other notable performers include Maohua Shihua (000637) and ST Shenhua (000698), with increases of 2.38% and 2.30% respectively [1] Capital Flow - The refining and trading sector saw a net inflow of 355 million yuan from main funds, while retail funds experienced a net outflow of 81.87 million yuan [2] - Major stocks like China Petroleum and Guanghui Energy attracted significant net inflows, with China Petroleum receiving 262 million yuan [3] - Retail investors showed a negative trend, with notable outflows from several stocks including China Petroleum and Guanghui Energy [3]

Market Overview - The Shanghai Composite Index closed at 3839.76 points, with a decline of 1.95% [1] - The total trading volume of A-shares reached 1,954.408 billion yuan [1] Technical Analysis - A total of 207 A-shares experienced a "death cross" where the 5-day moving average fell below the 10-day moving average [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - Dashengda: -1.36% - Guanghetong: -1.33% - Songyang Resources: -1.32% [1] Individual Stock Performance - Dashengda (603687) saw a decline of 6.44% with a trading turnover of 3.58% and a latest price of 8.42 yuan, which is 9.17% below the 10-day moving average [1] - Guanghetong (300638) decreased by 5.86%, with a turnover of 5.63% and a latest price of 28.25 yuan, 8.55% below the 10-day moving average [1] - Songyang Resources (603863) dropped 10.02%, with a turnover of 8.88% and a latest price of 19.31 yuan, 14.01% below the 10-day moving average [1] Additional Notable Stocks - Other stocks with significant declines include: - Chuan Dong (603767): -9.94%, latest price 24.36 yuan, 10.84% below the 10-day moving average [1] - Lianhong (003022): -4.45%, latest price 19.56 yuan, 7.05% below the 10-day moving average [1] - Qide New Materials (300995): -6.19%, latest price 44.11 yuan, 8.55% below the 10-day moving average [1]

Group 1 - On October 13, a total of 9 companies were investigated by institutions, with 6 companies being surveyed by funds, indicating a strong interest in these firms [1] - LiuGong was the most popular among the surveyed companies, with 15 funds participating in its investigation, while QingNiao Fire and KeLu Electronics attracted 4 and 2 funds respectively [1] - Among the surveyed companies, 4 were from the Shenzhen Main Board and 2 from the ChiNext Board, highlighting the diversity in market segments [1] Group 2 - The total market capitalization of the surveyed A-share companies included 2 firms with a market value of less than 10 billion yuan, specifically Anli Co. and Baoli International [2] - In terms of market performance over the past 5 days, 3 stocks among the surveyed companies saw an increase, with KeLu Electronics leading at a rise of 7.49%, followed by LiuGong at 1.97% and Baoli International at 0.46% [2] - Conversely, 2 stocks experienced declines, with QingNiao Fire and Anli Co. showing decreases of 1.88% and 1.30% respectively [2]

Core Viewpoint - Baoli International's stock price has shown a positive trend, with a year-to-date increase of 13.67% and a recent uptick in trading activity, indicating potential investor interest and market confidence [2]. Group 1: Stock Performance - As of October 14, Baoli International's stock rose by 2.05%, reaching 4.49 CNY per share, with a trading volume of 50.7 million CNY and a turnover rate of 1.23%, resulting in a total market capitalization of 4.138 billion CNY [1]. - The stock has increased by 2.28% over the last five trading days, 6.90% over the last 20 days, and 10.86% over the last 60 days [2]. Group 2: Financial Performance - For the first half of 2025, Baoli International reported a revenue of 519 million CNY, reflecting a year-on-year decrease of 54.61%, while the net profit attributable to shareholders was -6.88 million CNY, a decline of 170.28% [2]. - Cumulative cash dividends since the A-share listing amount to 233 million CNY, with 9.216 million CNY distributed over the past three years [3]. Group 3: Company Overview - Baoli International, established on November 7, 2002, and listed on October 26, 2010, is located in Shanghai and specializes in the production and sale of various asphalt products, including modified asphalt and emulsified asphalt [2]. - The company's main revenue sources are petroleum asphalt (64.94%), refined oil (33.62%), and other products (1.45%) [2]. - Baoli International operates within the petrochemical industry, specifically in the refining and trade sector, and is associated with concepts such as Sino-Russian trade, new urbanization, and the Belt and Road Initiative [2].

Group 1: Company Overview - Jiangsu Baoli International Investment Co., Ltd. has completed the acquisition of 2.6354% equity in Hongtai Technology as of September 29, 2025 [3] - The company operates primarily in the "asphalt + general aviation" sectors, with a significant focus on opportunities arising from national infrastructure projects [5] Group 2: Competitive Advantages and Business Strategy - Hongtai Technology specializes in semiconductor testing and sorting systems, emphasizing R&D to overcome international product monopolies [4] - The company plans to invest in the downstream chip-related industry chain of Hongtai Technology to foster business synergies [6] Group 3: Financial Health and Future Plans - The company has approximately 200 million yuan in cash, which is deemed sufficient to support its main business, transformation, and R&D needs [7] - Following the acquisition of Hongtai Technology shares, the company will continue to monitor industry developments and adhere to disclosure regulations for any future plans [7] Group 4: Risk Management - The company emphasizes compliance with regulations during investor communications and warns against potential risks such as information leakage [8]

Group 1 - The core viewpoint of the article highlights the decline in China's gasoline production, with a reported production of 12.16 million tons in April 2025, representing a year-on-year decrease of 8.6% [1] - Cumulative gasoline production from January to April 2025 reached 51.18 million tons, showing a cumulative decline of 6.1% compared to the previous year [1] Group 2 - The article references companies involved in the industry, including Baoli International (300135), Hengji Daxin (002492), and Sinopec (600028) [1] - The data is sourced from the National Bureau of Statistics and compiled by Zhiyan Consulting, which specializes in industry research and market analysis [2]