江门市科恒实业股份有限公司 2025 年半年度报告全文 江门市科恒实业股份有限公司 2025 年半年度报告 【2025 年 8 月 28 日】 1 证券代码：300340 证券简称：科恒股份 公告编号：2025-088 江门市科恒实业股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人曾繁裕、主管会计工作负责人刘海斌及会计机构负责人(会计 主管人员)马丽琴声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告中所涉及的发展战略、经营计划等前瞻性描述不构成公司对投资者 的实质承诺，投资者及相关人士均应当对此保持足够的风险认识，并且应当 理解计划、预测与承诺之间的差异。公司在本报告中详细阐述了未来可能发 生的有关风险因素及对策，详见"第三节管理层讨论与分析"之"十、公司 面临的风险和应对措施"。敬请投资者注意投资风险。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 ...

资金流向方面，8月26日主力资金净流出4906.71万元，占流通市值的1.01%。近五个交易日累计主力资 金净流出10098.85万元，占流通市值的2.08%。 风险提示：股市有风险，投资需谨慎。 科恒股份所属行业涉及电池、广东板块、钙钛矿电池、固态电池等领域。公司主营业务包括锂离子电池 正极材料、稀土发光材料等产品的研发、生产和销售。 8月26日盘中数据显示，科恒股份在早盘时段出现快速回调，5分钟内跌幅超过2%。截至9点35分，股价 报17.83元，成交4864.06万元。 截至2025年8月26日15时30分，科恒股份股价报17.72元，较前一交易日下跌0.45元，跌幅2.48%。当日 成交量为221898手，成交金额3.97亿元，换手率为8.11%。 ...

每经AI快讯，8月22日，稀土永磁指数盘中涨幅达3.02%，成分股普涨。其中，中科磁业涨7.02%，科恒 股份涨6.19%，北方稀土涨6.10%，五矿发展涨4.65%，厦门钨业涨4.50%。 （文章来源：每日经济新闻） ...

Core Viewpoint - The rare earth permanent magnet sector in the A-share market has experienced a significant pullback, with multiple companies facing substantial declines in their stock prices [1] Group 1: Market Performance - Jintian Co. has hit the daily limit down, while Beikong Technology is nearing the limit down, indicating severe market pressure [1] - Dongfang Zirconium has dropped over 7%, with Ashi Chuang and Sanchuan Wisdom both falling over 6% [1] - Other companies such as Keheng Co., Longmag Technology, Youyan Powder Materials, and Yingweideng have also seen declines exceeding 4% [1] Group 2: Company Specifics - Jintian Co. reported a decline of 9.97% with a total market capitalization of 22.6 billion [2] - Beikong Technology saw a decrease of 9.81%, with a market cap of 4.783 billion [2] - Dongfang Zirconium experienced a drop of 7.59%, with a market value of 10.5 billion [2] - Ashi Chuang's stock fell by 6.59%, with a market cap of 7.01 billion [2] - Sanchuan Wisdom decreased by 6.12%, with a market capitalization of 7.343 billion [2] - Keheng Co. dropped by 5.99%, with a market cap of 5.024 billion [2] - Longmag Technology fell by 4.89%, with a market value of 7.269 billion [2] - Youyan Powder Materials decreased by 4.44%, with a market cap of 5.181 billion [2] - Yingweideng saw a decline of 4.00%, with a market capitalization of 8.005 billion [2] - Zhenghai Magnetic Materials and Benlang New Materials both dropped by 3.29% and 3.11% respectively, with market caps of 15 billion and 3.741 billion [2]

金融界消息 截至2025年8月20日收盘，科恒股份（300340）报收于19.37元，上涨6.02%，换手率 25.08%，成交量68.58万手，成交金额13.36亿元。 通过天眼查大数据分析，江门市科恒实业股份有限公司共对外投资了16家企业，参与招投标项目46次， 知识产权方面有商标信息4条，专利信息154条，此外企业还拥有行政许可339个。 资金流向方面，今日主力资金净流入6137.85万元，占比成交额4.59%。其中，超大单净流入6452.23万 元、占成交额4.83%，大单净流出314.37万元、占成交额0.24%，中单净流出流入609.45万元、占成交额 0.46%，小单净流出6747.31万元、占成交额5.05%。 来源：金融界 科恒股份最新一期业绩显示，截至2025一季报，公司营业总收入4.16亿元、同比减少4.10%，归属净利 润231.37万元，同比增长117.15%，扣非净利润146.10万元，同比增长87.36%，流动比率0.856、速动比 率0.458、资产负债率97.85%。 天眼查商业履历信息显示，江门市科恒实业股份有限公司，成立于2000年，位于江门市，是一家以从事 化学原料和化 ...

Core Viewpoint - The stock price of Beikong Technology increased by over 8%, indicating strong market interest and potential growth in the sector [1] Company Performance - Beikong Technology's stock surge reflects positive investor sentiment and market dynamics [1] - Other companies such as Jinli Permanent Magnet, Sanchuan Wisdom, Keheng Co., Invt, Zhongke Magnetic Industry, Dadi Bear, and Yinstar also experienced stock price increases, suggesting a broader trend in the industry [1]

特此公告。 江门市科恒实业股份有限公司董事会 2025 年 8 月 19 日 关于向金融机构申请综合授信额度的进展公告 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。 江门市科恒实业股份有限公司（以下简称"公司"）分别于2025年3月26日召开 第六届董事会第十次会议，于2025年4月14日召开2025年第三次临时股东大会，审议 通过了《关于向金融机构申请综合授信额度的议案》，同意公司及子公司拟向金融 机构申请不超过人民币20亿元的综合授信额度（包含前期已申请且在有效期的额度）， 授信业务包括但不限于流动资金贷款、并购贷款、项目贷款、保函、信用证、票据 贴现等综合业务，具体授信业务品种、额度、业务期限和利率，以各方签署的合同 为准，有效期自本次股东会审议通过之日起至下一个年度股东会时止。授信期限内， 授信额度可循环使用，无需公司另行出具决议。以上综合授信额度不等于公司及子 公司的实际融资金额，实际融资金额应在综合授信额度内，以金融机构与公司及控 股子公司实际发生的融资金额为准，具体融资金额将视公司及控股子公司运营资金 的实际需求来合理确定。同时，授权总裁在上述 ...

Group 1 - The core point of the article highlights the recent performance and financial metrics of Kexin Co., Ltd. (科恒股份), including stock price increase and trading volume [1] - As of August 19, 2025, Kexin's stock closed at 18.27 yuan, up 4.7%, with a turnover rate of 16.35% and a trading volume of 447,200 hands, amounting to 809 million yuan [1] - The net inflow of main funds today was 69.22 million yuan, accounting for 8.56% of the transaction amount, with significant contributions from large orders [1] Group 2 - Kexin's latest quarterly report shows total operating revenue of 416 million yuan, a year-on-year decrease of 4.10%, while net profit attributable to shareholders was 2.31 million yuan, a year-on-year increase of 117.15% [1] - The company reported a non-recurring net profit of 1.46 million yuan, up 87.36% year-on-year, with a current ratio of 0.856, quick ratio of 0.458, and a debt-to-asset ratio of 97.85% [1] - Kexin Co., Ltd. was established in 2000 and primarily engages in the manufacturing of chemical raw materials and products, with a registered capital of approximately 2.76 billion yuan [1][2] Group 3 - Kexin has made investments in 16 companies and participated in 46 bidding projects, holding 4 trademark registrations and 154 patents, along with 339 administrative licenses [2]

Core Viewpoint - The China Securities report indicates a 4.51% increase in the CITIC Basic Chemical Industry Index for July 2025, ranking 13th among 30 CITIC primary industries, with a recommendation to focus on pesticide, organic silicon, and polyester filament industries in August 2025 [1][2][5] Market Review - In July 2025, the CITIC Basic Chemical Industry Index outperformed the Shanghai Composite Index by 0.77 percentage points and the CSI 300 Index by 0.96 percentage points, with a year-on-year increase of 41.50%, surpassing the Shanghai Composite Index by 13.06 percentage points and the CSI 300 Index by 16.24 percentage points [2] Sub-industry and Stock Performance - Among 33 CITIC tertiary sub-industries in July 2025, 26 experienced gains, with modified plastics, polyurethane, and civil explosives leading the way with increases of 16.69%, 14.01%, and 12.09% respectively. Conversely, nylon, fluorochemicals, and lithium battery chemicals saw declines of 3.99%, 1.26%, and 1.25% respectively [3] - Out of 523 stocks in the basic chemical sector, 310 rose while 211 fell, with the top gainers being Xinwei New Materials (1083.42%), Dongcai Technology (84.92%), and Honghe Technology (58.84%). The largest declines were seen in Jiyuan Group (-26.23%), Keheng Co. (-25.78%), and Zhongyida (-23.69%) [3] Product Price Tracking - In July 2025, international oil prices continued to rise, with WTI crude increasing by 6.37% to $69.26 per barrel and Brent crude by 7.28% to $72.53 per barrel. Among 319 tracked products, 103 saw price increases, with TDI, trichloromethane, and coking coal leading the gains at 43.29%, 32.79%, and 32.56% respectively. However, 177 products experienced price declines, with the largest drops in methyl acrylate (-24.08%) and butyl acrylate (-10.61%) [4] Industry Investment Recommendations - The industry maintains a "market perform" investment rating, anticipating a potential improvement in certain sub-industries as the chemical industry's anti-involution policies take effect, particularly in the pesticide, organic silicon, and polyester filament sectors for August 2025 [5]

天眼查商业履历信息显示，江门市科恒实业股份有限公司，成立于2000年，位于江门市，是一家以从事 化学原料和化学制品制造业为主的企业。企业注册资本27589.3365万人民币，实缴资本9972.7万人民 币。公司法定代表人为曾繁裕。 通过天眼查大数据分析，江门市科恒实业股份有限公司共对外投资了16家企业，参与招投标项目46次， 知识产权方面有商标信息4条，专利信息154条，此外企业还拥有行政许可339个。 来源：金融界 金融界消息 截至2025年8月14日收盘，科恒股份（300340）报收于16.73元，下跌2.79%，换手率 6.59%，成交量18.03万手，成交金额3.05亿元。 资金流向方面，今日主力资金净流出4399.22万元，占比成交额14.43%。其中，超大单净流出184.95万 元、占成交额0.61%，大单净流出4214.27万元、占成交额13.82%，中单净流出流出2330.70万元、占成 交额7.64%，小单净流入6729.92万元、占成交额22.07%。 科恒股份最新一期业绩显示，截至2025一季报，公司营业总收入4.16亿元、同比减少4.10%，归属净利 润231.37万元，同比增长117 ...