证券日报网讯科隆股份（300405）7月31日在互动平台回答投资者提问时表示，公司聚羧酸高性能减水 剂、聚醚单体系列产品广泛应用于高铁、水利、核电、桥梁、港口、市政等建筑领域的混凝土工程。 ...

Group 1 - The stock price of Kolon Co., Ltd. closed at 6.48 yuan on July 29, down 0.14 yuan, representing a decline of 2.11% [1] - The trading volume on that day was 228,500 hands, with a transaction amount of 148 million yuan [1] - Kolon Co., Ltd. specializes in the research, production, and sales of fine chemical products, including water-reducing agents and nanomaterials, which are used in various fields such as construction, semiconductors, and cosmetics [1] Group 2 - On July 29, the company announced on its interactive platform that its water-reducing agent products are being used in the Sichuan-Tibet Railway project, and its sales network has expanded to cover the Tibet region [1] - The company also revealed that its nano-cerium oxide products can be used in ultra-precision processing in semiconductor manufacturing, with positive customer feedback in the ultraviolet protection field [1] - Additionally, the company is closely monitoring the progress of the Yarlung Tsangpo River hydropower station project [1] Group 3 - On July 29, the net outflow of main funds was 19.1983 million yuan, accounting for 1.35% of the circulating market value [1]

Group 1 - The core viewpoint of the news indicates that Kolong Co., Ltd. (科隆股份) has experienced a significant decline in both revenue and net profit in the latest quarterly report, reflecting challenges in its financial performance [1] - As of July 29, 2025, Kolong Co., Ltd. reported a closing price of 6.48 yuan, down 2.11%, with a turnover rate of 10.44% and a trading volume of 228,500 hands, amounting to a transaction value of 148 million yuan [1] - The company's latest quarterly financial results show total operating revenue of 90.70 million yuan, a year-on-year decrease of 34.80%, and a net profit attributable to shareholders of 15.48 million yuan, down 71.44% year-on-year [1] Group 2 - The company has a current ratio of 1.057, a quick ratio of 0.743, and a debt-to-asset ratio of 57.11%, indicating its liquidity and financial leverage [1] - Kolong Co., Ltd. has made investments in 12 external enterprises and participated in 190 bidding projects, showcasing its engagement in business expansion [2] - The company holds 4 trademark registrations and 47 patents, along with 112 administrative licenses, reflecting its commitment to intellectual property and regulatory compliance [2]

Group 1 - The company is closely monitoring the progress of the Yarlung Tsangpo River hydropower station project [2] - The company plans to actively seek participation in the construction of related projects either directly or through a joint venture with partners [2]

证券日报网讯科隆股份（300405）7月29日在互动平台回答投资者提问时表示，纳米氧化铈可用于半导 体制造中CMP超精密加工；军工及民用光学玻璃超精密加工；化妆品、化纤等行业抗紫外添加剂；废 气催化剂助剂等，公司产品目前紫外线防护领域客户反馈良好。公司会根据市场动态灵活调整生产及扩 产计划。 ...

Investment Rating - Industry Rating: Neutral (maintained rating) [6] Core Viewpoints - The report highlights the recent price increases in key chemical products such as soda ash, organic silicon, and MDI, driven by strong demand and supply constraints [1][3] - The basic chemical sector outperformed the Shanghai and Shenzhen 300 index, with a weekly increase of 4.25% compared to 1.69% for the index, indicating a positive market sentiment [4][16] - The report suggests that the industry may be at a cyclical bottom, with a focus on supply-demand marginal changes [5] Summary by Sections Key News Tracking - The National Development and Reform Commission issued a revised method for energy consumption and carbon emission management for fixed asset investment projects, which is expected to enhance energy efficiency reviews [1][13] Product Price Monitoring - Key chemical products saw significant price changes, with organic silicon and TDI prices increasing by 11.6% and 6.8% respectively, while DMF and acetic acid prices decreased by 5.7% and 1.3% [2][26] - The report notes that 85 out of 345 tracked chemical products experienced price increases, while 79 saw declines [26] Sector Performance - The basic chemical sector's weekly performance was strong, with notable increases in synthetic resin (+21.94%), soda ash (+14.45%), and organic silicon (+9.01%) [4][18] - The report lists the top-performing stocks in the basic chemical sector, with significant gains for companies like Shangwei New Materials (+97.37%) and Henghe Precision (+64.42%) [21] Investment Insights - The report recommends focusing on sectors with stable demand and potential for recovery, such as organic silicon and amino acids, while also highlighting companies that may benefit from domestic demand [5][6] - It emphasizes the importance of supply-side reforms and cost factors in pricing strategies to mitigate market volatility [5]

Market Overview - As of July 23, the Shanghai Composite Index closed at 3582.30 points, with a slight increase of 0.44 points, representing a change of 0.01% [1] - The Shenzhen Component Index closed at 11059.04 points, down by 40.79 points, a decrease of 0.37% [1] - The ChiNext Index closed at 2310.67 points, with a minor decline of 0.19 points, or 0.01% [1] Trading Activity - A total of 101 A-shares had a turnover rate exceeding 20% on this day, indicating significant trading activity [1] - Notably, C Shanda and C Jiyuan had turnover rates above 50%, with 82.89% and 80.75% respectively, indicating a high level of liquidity and interest in these stocks [1] Top Stocks by Turnover Rate - C Shanda (301609) closed at 66.85 CNY, with a turnover rate of 82.89% and a remarkable increase of 356.00% [1] - C Jiyuan (603262) closed at 40.75 CNY, with a turnover rate of 80.75% and a significant rise of 274.54% [1] - Other notable stocks with high turnover rates include: - Guanlong Energy (301151) at 24.11 CNY, turnover rate of 72.29%, down by 5.67% [1] - Weiman Sealing (301161) at 29.81 CNY, turnover rate of 66.12%, down by 16.05% [1] - Southern Road Machinery (603280) at 34.75 CNY, turnover rate of 64.76%, up by 10.00% [1] Additional Noteworthy Stocks - Other stocks with notable trading activity include: - Sichuan Jinding (600678) at 11.15 CNY, turnover rate of 51.91%, down by 4.21% [1] - Baijia Technology (835857) at 9.56 CNY, turnover rate of 47.74%, up by 17.16% [1] - Jindun Co. (300411) at 15.77 CNY, turnover rate of 43.27%, down by 1.93% [1]

Core Viewpoint - The concrete admixture market in China is experiencing a downturn due to the ongoing adjustments in the real estate sector, leading to a projected market size decrease to 49.45 billion yuan in 2024, a year-on-year decline of 9.04% [1][10]. Industry Overview - The concrete admixture is defined as materials added to concrete to improve its performance, excluding cement, aggregates, water, and fibers [2]. - The industry is significantly influenced by macroeconomic factors such as economic growth and investment scale, with infrastructure investments providing some growth opportunities despite overall economic pressures [4]. Market Demand - The primary demand for concrete admixtures comes from infrastructure construction and the real estate market, with fixed asset investment in China projected at 51.437 trillion yuan in 2024, a growth of 3.2%, while real estate development investment is expected to decrease by 10.6% [8]. - The concrete production volume is anticipated to drop to 2.101 billion cubic meters in 2024, reflecting a year-on-year decrease of 12.34% [8]. Competitive Landscape - The concrete admixture industry is facing intense competition, with many companies struggling due to a prolonged downturn in demand, particularly from the real estate sector transitioning from new construction to existing property management [13]. - Despite the challenges, several companies have distinguished themselves through superior technology and product quality, as evidenced by the top ten companies listed in the concrete admixture sector [13]. Key Companies - Jiangsu Subote New Materials Co., Ltd. reported a total revenue of 3.555 billion yuan in 2024, with 2.583 billion yuan from admixture business, accounting for 72.66% of total revenue [15]. - Leizhi Holding Group Co., Ltd. achieved a revenue of 2.617 billion yuan in 2024, with 1.955 billion yuan from admixture materials, representing 74.70% of total revenue [17]. Development Trends - The demand for high-performance admixtures is expected to grow, including multifunctional admixtures that can reduce costs and improve construction efficiency [19]. - There is a rising trend towards environmentally friendly admixtures, with companies encouraged to develop and apply bio-based and low-VOC products to meet market demands for green building materials [19].

Core Viewpoint - The company has reached a debt restructuring agreement with Beijing Jindun and Zhonghuan Rongteng to recover outstanding receivables totaling 27.69 million yuan, with a significant portion of the debt being waived to facilitate cash flow and improve financial conditions [2][4]. Group 1: Debt Details - Sichuan Hengze, a wholly-owned subsidiary of the company, has a total receivable of 21.43 million yuan from Beijing Jindun and Zhonghuan Rongteng, of which 24.80 million yuan is owed by Beijing Jindun and 2.89 million yuan by Zhonghuan Rongteng [2][3]. - Beijing Jindun will pay 6.26 million yuan in installments, starting with 1 million yuan upon account unfreezing, followed by monthly payments of 300,000 yuan starting June 2025, and the remaining balance by June 30, 2026 [3]. Group 2: Financial Impact - The debt restructuring is expected to enhance the company's cash flow and operational efficiency, positively impacting its financial status and operating results [4]. - The company has already fully provisioned for bad debts related to these receivables, meaning the debt waiver will not affect its profits, and it anticipates a positive impact on operating profit in 2025 as it reverses provisions based on repayment progress [5].

一、审议通过了《关于全资子公司部分应收款项进行债务重组的议案》，其 中同意 5 票，反对 0 票，弃权 0 票。 经审议：本次债务重组对方北京金盾建材有限公司及北京中环荣腾建材有限 公司与公司无关联关系，不构成关联交易，亦不构成《上市公司重大资产重组管 理办法》规定的重大资产重组。监事会认为：本次债务重组有助于公司资金周转 及运营效率，对公司本期财务状况和经营成果产生积极影响。 详情内容请见公司于同日在中国证监会指定的信息披露网站巨潮资讯网刊 登的《关于全资子公司部分应收款项进行债务重组的公告》。 证券代码：300405 证券简称：科隆股份 公告编号：2025-026 辽宁科隆精细化工股份有限公司 第六届监事会第三次会议决议公告 本公司及监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、误导性陈述和重大遗漏。 辽宁科隆精细化工股份有限公司（以下简称"公司"）第六届监事会第三次 会议的通知已于 2025 年 6 月 6 日送达各位监事，并于 2025 年 6 月 10 日在公司 二楼会议室以现场会议方式召开。应到监事 5 人，实到监事 5 人。会议召开及表 决符合《公司法》及《公司章程》的有关规 ...