| 证券代码：300305 | 证券简称：裕兴股份 | 公告编号：2025-056 | | --- | --- | --- | | 债券代码：123144 | 债券简称：裕兴转债 | | 江苏裕兴薄膜科技股份有限公司 关于持股 5%以上股东减持股份的预披露公告 公司持股 5%以上股东北京人济房地产开发集团有限公司保证向本公司提 供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 持有江苏裕兴薄膜科技股份有限公司（以下简称"公司"）股份 35,567,700 股 （占公司当前总股本的 9.47%）的股东北京人济房地产开发集团有限公司（以下 简称"北京人济"）计划于 2026 年 1 月 5 日至 2026 年 4 月 3 日期间以集中竞价 方式减持公司股份不超过 3,750,000 股(占公司当前总股本的 1.00%)。 公司于近日收到持股 5%以上股东北京人济出具的《股份减持计划告知函》， 现将有关情况公告如下： 一、股东基本情况 1 4、减持期间：2026 年 1 月 5 日至 2026 年 4 月 3 日，其中 ...

裕兴股份（300305）(300305.SZ)公告，公司股东北京人济房地产开发集团有限公司(简称"北京人济")计 划于2026年1月5日至2026年4月3日期间以集中竞价方式减持公司股份不超过375万股(占公司当前总股本 的1.00%)。 ...

裕兴股份公告，持股5%以上股东北京人济房地产开发集团有限公司计划于2026年1月5日至2026年4月3 日期间，以集中竞价方式减持公司股份不超过375万股，占公司当前总股本的1.00%。减持原因是资金 需求，减持价格将根据减持时的二级市场价格确定。 ...

Core Viewpoint - The article highlights the significant dependency of China's high-end manufacturing on Japan for critical strategic new materials, particularly in the semiconductor and advanced manufacturing sectors, emphasizing the risks posed by geopolitical tensions and supply chain vulnerabilities [2][4]. Group 1: Dependency on Japanese Core New Materials - Japan holds a monopolistic position in semiconductor materials, high-end polymers, and electronic chemicals, with China's dependency exceeding 50% in several key categories, and nearly 100% in some high-end areas [4][6]. - The complexity of semiconductor manufacturing processes means that Japan dominates the supply of critical materials like photoresists and silicon wafers, with global market shares consistently above 60% [6][9]. Group 2: Semiconductor Core Materials - **Photoresists**: China has an overall import dependency of about 90%, with high-end photoresists being 100% reliant on Japan. Major suppliers include JSR, Tokyo Ohka, Shin-Etsu Chemical, and Fujifilm, which control 92% of the high-end market [7]. - **12-inch Silicon Wafers**: The import dependency is around 90%, with Japan supplying 58%. Key players like Shin-Etsu Chemical and SUMCO dominate over 60% of the market [9]. - **High-Purity Ruthenium Targets**: The import dependency is 98%, with Japan's JX Metals and TOSOH holding a significant market share. Domestic production is limited to lower purity levels [12]. Group 3: High-End Polymer Materials - Japan leads the high-end market for electronic-grade polyimide films, with an import dependency of 85% for overall polyimide materials, and 90% for high-end applications [19]. - **Optical-grade PET Films**: The import dependency is 75%, with Japan supplying 100% of high-end films used in MLCCs [23]. Group 4: Other Key Materials in Electronics - **Sputtering Targets**: The import dependency is approximately 95%, with Japan's JX Metals and Nippon Mining controlling 60% of the market [27]. - **High-Purity Electronic Gases**: The import dependency is 70%, with Japan's Taiyo Nippon Sanso holding a 40% market share [31]. Group 5: Hydrogen Energy and Fuel Cell Key Materials - **High-End Carbon Carrier Materials**: The overall import dependency is 85%, with Japan's TOSOH dominating the market [35]. - **Fuel Cell Platinum-based Catalysts**: The import dependency is 78%, with significant reliance on European suppliers [107]. Group 6: Aerospace and High-End Manufacturing Key Materials - **High-Temperature Alloys**: The import dependency is 90%, with major suppliers from the US and Europe completely dominating the market [80]. - **Carbon Fiber**: The import dependency is 85%, with Japan and the US leading the high-end market [86]. Group 7: New Energy and Electronics Key Materials - **High-End Lithium-Ion Battery Separators**: The import dependency is 70%, with Japan's Asahi Kasei and Toray leading the market [94]. - **Ultra-Thin Copper Foils**: The import dependency is 80%, with Japan's JX Copper and Mitsui Mining dominating the supply [98].

Core Points - The PET copper foil sector experienced a decline of 1.20%, ranking among the top losers in the market [1] - Major stocks within the sector, such as XianDao Intelligent and HaiLiang Co., saw significant drops, while stocks like GuangPu Co. and YuXing Co. recorded gains [1] Market Performance - The top-performing concept sectors included Hainan Free Trade Zone (+4.81%), Dye (+3.61%), and PVDF Concept (-1.57%) [2] - The PET copper foil sector had a net outflow of 1.468 billion yuan, with 29 stocks experiencing net outflows, and 7 stocks seeing outflows exceeding 50 million yuan [2] Key Stocks - XianDao Intelligent led the outflow with a net withdrawal of 737.46 million yuan, followed by DeFu Technology and TongGuan Copper Foil [2][3] - Stocks with net inflows included JiaYuan Technology, HengLi Petrochemical, and ZhongYi Technology, with inflows of 25.49 million yuan, 24.96 million yuan, and 24.19 million yuan respectively [2] Stock Performance - Notable declines in stock prices included XianDao Intelligent (-6.37%), DeFu Technology (-4.79%), and HaiLiang Co. (-4.87%) [3] - Conversely, GuangPu Co. (+2.59%), YuXing Co. (+2.35%), and SanFu New Science (+1.74%) were among the few stocks that gained [1][3]

Group 1 - The core point of the article is that Yuxing Co., Ltd. reported a significant decline in revenue and net profit for the first three quarters of 2025, indicating financial challenges ahead [1] Group 2 - For the first three quarters of 2025, the company achieved an operating income of 713 million yuan, representing a year-on-year decrease of 16.35% [1] - The net profit attributable to shareholders of the listed company was -189 million yuan, indicating a loss [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -199 million yuan, with a basic earnings per share of -0.504 yuan [1]

Group 1 - The core point of the article is that Yuxing Co., Ltd. reported a significant decline in revenue and incurred a net loss for the first three quarters of 2025 [1] Group 2 - The company's operating revenue for the first three quarters was 713 million yuan, representing a year-on-year decrease of 16.35% [1] - The net loss attributable to shareholders of the listed company was 189 million yuan [1] - The net loss attributable to shareholders, excluding non-recurring gains and losses, was 199 million yuan [1] - The basic loss per share was 0.504 yuan [1]

Group 1 - The core point of the article highlights the financial performance of Yuxing Co., which reported a revenue of approximately 713 million yuan for the first three quarters of 2025, representing a year-on-year decrease of 16.35% [1] - The net profit attributable to shareholders of the listed company was a loss of approximately 189 million yuan, with a basic earnings per share loss of 0.504 yuan [1] - As of the report, Yuxing Co. has a market capitalization of 2.4 billion yuan [1] Group 2 - The article also mentions a significant market development where the A-share market has surpassed 4000 points, indicating a resurgence after a decade of stagnation [1] - It notes that the technology sector is reshaping the market, leading to the emergence of a "slow bull" market pattern [1]

Financial Performance - The company's revenue for Q3 2025 was ¥237,286,785.49, an increase of 0.50% compared to the same period last year, but a decrease of 16.35% year-to-date[6]. - The net profit attributable to shareholders was a loss of ¥65,160,801.94, down 9.05% year-on-year, with a year-to-date loss of ¥189,186,981.04, down 15.46%[6]. - Total operating revenue for the current period was ¥712,730,266.96, a decrease of 16.4% compared to ¥852,055,173.09 in the previous period[29]. - Net profit for the current period was a loss of ¥189,319,734.53, compared to a loss of ¥163,984,765.06 in the previous period, reflecting a deterioration in performance[30]. - Basic and diluted earnings per share were both -0.5040, compared to -0.4530 in the previous period[31]. Assets and Liabilities - Total assets at the end of the reporting period were ¥3,458,722,813.64, a decrease of 4.78% from the end of the previous year[6]. - Total current assets decreased from 1,601,244,017.32 CNY to 1,438,460,614.10 CNY, a reduction of approximately 10.2%[25][26]. - Total liabilities decreased from 1,165,921,961.54 CNY to 1,156,542,275.76 CNY, a decrease of approximately 0.4%[26]. - Total equity attributable to shareholders of the parent company decreased to ¥2,121,703,702.13 from ¥2,279,839,265.11 in the previous period[29]. Cash Flow - The company's cash flow from operating activities showed a net outflow of ¥87,157,128.97 year-to-date, an increase of 32.13% in outflow compared to the previous year[6]. - Cash flow from operating activities showed a net outflow of ¥87,157,128.97, an improvement from a net outflow of ¥128,424,165.79 in the previous period[32]. - Net cash flow from investment activities was -$186.65 million, an improvement from -$498.84 million in the previous period, indicating a reduction in cash outflow[33]. - Cash inflow from investment activities was $992.73 million, up from $858.18 million year-over-year[33]. - Cash outflow from investment activities amounted to $1.18 billion, a decrease from $1.36 billion in the previous period[33]. Shareholder Information - Total number of common shareholders at the end of the reporting period is 12,874[21]. - The largest shareholder, Wang Jianxin, holds 18.17% of shares, totaling 68,213,400 shares[21]. - The company has a total of 53,924,475 shares under lock-up agreements, with specific release conditions for executives[23]. Research and Development - Research and development expenses decreased by 33.47% compared to the previous period, amounting to a reduction of ¥1,552.55 million[13]. - Research and development expenses were ¥30,859,425.80, down 33.4% from ¥46,384,893.60 in the previous period[29]. Other Financial Metrics - The weighted average return on equity was -3.17%, a decrease of 0.71% compared to the previous year[6]. - The company received government subsidies totaling ¥2,607,099.19 during the reporting period, contributing to the overall financial performance[8]. - Other income increased to ¥7,042,535.59 from ¥5,939,028.46 in the previous period, indicating a positive trend in non-operating income[30]. - The impact of exchange rate changes on cash and cash equivalents was -$3.12 million, worsening from -$1.01 million in the previous period[33]. Audit Information - The company did not undergo an audit for the third quarter financial report[34].

| 证券代码：300305 | 证券简称：裕兴股份 | 公告编号：2025-054 | | --- | --- | --- | | 债券代码：123144 | 债券简称：裕兴转债 | | 江苏裕兴薄膜科技股份有限公司 关于持股 5%以上股东减持股份计划期限届满暨实施完成的 公告 公司持股 5%以上股东北京人济房地产开发集团有限公司保证向本公司提供 的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 1、股东本次减持股份情况 1 二、其他相关说明 江苏裕兴薄膜科技股份有限公司（以下简称"公司"）于 2025 年 6 月 26 日 披露了《关于持股 5%以上股东减持股份的预披露公告》（公告编号：2025-035）。 公司持股 5%以上股东北京人济房地产开发集团有限公司（以下简称"北京人济"） 计划于 2025 年 7 月 17 日至 2025 年 10 月 16 日期间以集中竞价方式减持公司股份 不超过 3,750,000 股（占公司总股本的 1.00%）。 公司于 2025 年 7 月 18 日披露了《关于持股 5%以上股东减持股 ...