Financial Performance - The company's operating revenue for the current reporting period is ¥457,522,757.59, a decrease of 1.58% compared to ¥464,880,168.98 in the same period last year[22]. - The net profit attributable to shareholders of the listed company is -¥17,094,836.81, representing a significant decline of 1,733.02% from ¥1,046,823.38 in the previous year[22]. - The basic earnings per share is -¥0.0322, a decrease of 1,710.00% from ¥0.0020 in the previous year[22]. - The total assets at the end of the reporting period are ¥3,419,086,790.33, a slight decrease of 0.09% from ¥3,422,313,424.81 at the end of the previous year[22]. - The net assets attributable to shareholders of the listed company decreased by 0.86% to ¥1,866,064,809.01 from ¥1,882,167,201.51 at the end of the previous year[22]. - The company reported a significant increase of 446.25% in income tax expenses, primarily due to an increase in unrecognized deferred tax losses[64]. - The company reported a net profit margin of 3.3%, indicating a stable profitability trend compared to the previous year[200]. Cash Flow and Liquidity - The net cash flow from operating activities increased by 43.66% to ¥27,850,479.85, compared to ¥19,386,688.37 in the same period last year[22]. - Cash and cash equivalents increased to ¥194,520,038, representing 5.69% of total assets, up from 4.62% last year, a change of 1.07%[69]. - The ending cash and cash equivalents balance for the first half of 2025 was CNY 181,445,228.42, down 42.7% from CNY 317,311,853.80 at the end of the first half of 2024[196]. - The company reported a net cash outflow of CNY 1,725,734.03 in the first half of 2025, contrasting with a net inflow of CNY 133,596,770.80 in the same period last year[198]. Research and Development - Research and development expenses increased by 5.48% to approximately ¥42.54 million, reflecting the company's commitment to innovation[64]. - The company has established a strong R&D team, focusing on developing industry-leading products through a combination of external hiring and internal training[61]. - The company is actively pursuing mergers and acquisitions to enhance its product offerings and market reach[90]. - Research and development expenses increased by 15%, emphasizing the commitment to innovation and new technology[200]. Market and Industry Trends - The PCB market is expected to see the fastest growth in the server and storage-related segment, with a CAAGR of 11.6% from 2023 to 2028[39]. - The OLED organic materials market in China is projected to reach CNY 5.58 billion in 2024, representing a year-on-year growth of 31.5%[46]. - The global market for UV-curable materials is expected to grow from USD 3.24 billion in 2021 to USD 4.26 billion by 2026[48]. - The electronic chemicals industry is recognized as a key area for support and encouragement in national policies, indicating a favorable market environment for growth[93]. Corporate Governance and Compliance - The financial report includes a commitment from the management to ensure the accuracy and completeness of the financial statements[4]. - The management team, including the legal representative and accounting heads, has signed off on the financial report, ensuring accountability[9]. - The company has committed to avoiding any direct or indirect involvement in competitive activities that may affect its main business[110]. - The company has confirmed that no violations of commitments have been found during the reporting period[109]. Environmental and Social Responsibility - The report includes a detailed analysis of the company's governance, environmental, and social responsibilities[31]. - The company aims to address VOC and carbon emissions in the printing and coating industries through innovative green light-curing products[56]. - The company has committed to improving its environmental governance and investing in pollution control technologies[94]. - The company donated RMB 40,000 to the Changzhou Wujin Charity Association during the reporting period[105]. Shareholder and Equity Information - The company reported a total of 2,047,168 shares held by Shen Xihong, representing 0.38% of the total shares[156]. - Major shareholder Qian Xiaochun holds 19.58% of the shares, totaling 78,750,881 shares, with no changes during the reporting period[155]. - The total number of shares increased from 536,300,205 to 536,302,383 due to the conversion of convertible bonds, resulting in an increase of 2,178 shares[150]. - The company has not implemented any stock incentive plans or employee stock ownership plans during the reporting period[101]. Risk Management - The company has outlined potential risk factors and countermeasures in the management discussion section of the report[4]. - The company strictly adheres to a hedging policy to mitigate foreign exchange risks, avoiding speculative trading[82]. - The company has implemented risk control measures for foreign exchange hedging, including real-time market analysis and compliance with legal regulations[82]. Future Outlook - Future guidance suggests a continued upward trend in revenue, with expectations of reaching 32.43 million in the upcoming quarter[89]. - The company plans to expand its market presence by launching new products in the upcoming quarters, targeting a 10% growth in market share[200]. - The company plans to strengthen management and operations to enhance market confidence in its future development[95].

（文章来源：证券日报） 证券日报网讯强力新材8月26日在互动平台回答投资者提问时表示，公司始终高度重视信息披露的规范 性，如有需披露事项，公司将严格按照规定及时公告。 ...

Market Overview - The electronic chemicals sector experienced a decline of 0.53% on August 26, with Tongyu New Materials leading the drop [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] Stock Performance - Notable gainers in the electronic chemicals sector included: - Sanfu New Materials (688389) with a closing price of 73.20, up 10.46% [1] - Fivotech (688371) with a closing price of 23.27, up 6.35% [1] - Anji Technology (610889) with a closing price of 166.40, up 4.41% [1] - Conversely, significant decliners included: - Tongyu New Materials (301630) with a closing price of 199.23, down 8.75% [2] - Siquan New Materials (301489) with a closing price of 175.16, down 8.29% [2] - Shanghai Xinyang (300236) with a closing price of 53.75, down 3.98% [2] Capital Flow - The electronic chemicals sector saw a net outflow of 786 million yuan from institutional investors, while retail investors contributed a net inflow of 623 million yuan [2] - The capital flow for specific stocks showed: - Fivotech (688371) had a net inflow of 35.21 million yuan from institutional investors [3] - Anji Technology (610889) had a net inflow of 20.25 million yuan from institutional investors [3] - Tongyu New Materials (301630) experienced a significant net outflow of 49.42 million yuan from institutional investors [3]

Group 1 - The stock price of Strongly New Materials closed at 14.70 yuan on August 19, 2025, down by 0.36 yuan, a decrease of 2.39% from the previous trading day [1] - The trading volume on that day was 337,500 hands, with a total transaction amount of 499 million yuan [1] - Strongly New Materials is primarily engaged in the research, production, and sales of electronic chemicals, with applications in semiconductors and display panels [1] Group 2 - The latest announcement from the company indicates that as of the disclosure date, the total guarantee balance provided by the company and its subsidiaries is 458 million yuan, accounting for 24.34% of the audited net assets for 2024 [1] - The announcement emphasizes that there are no guarantees provided to entities outside the consolidated financial statements, nor are there any overdue guarantees or guarantees involving litigation [1] Group 3 - On August 19, the net outflow of main funds was 85.607 million yuan, with a cumulative net outflow of 208.2994 million yuan over the past five days [1]

证券日报网讯 8月19日晚间，强力新材发布公告称，截至本公告披露日，公司及子公司、孙公司提供担 保余额为4.58亿元，占公司2024年度经审计净资产的24.34%。公司及控股子公司、孙公司不存在对合并 报表外单位提供担保的情况，公司及控股子公司、孙公司也无对外逾期担保，无涉及诉讼的担保。 （编辑 任世碧） ...

Investment Rating - The report provides a standard investment rating for the chemical industry, indicating a positive outlook for specific sectors within the industry [5]. Core Insights - The report highlights the impact of the explosion at Kanto Denka's facility in Japan, which is expected to create opportunities for domestic electronic gas suppliers as Kanto Denka holds a 90% market share in nitrogen trifluoride production in Japan [6][13]. - The first World Humanoid Robot Games held in Beijing is seen as a catalyst for the robotics industry's development, showcasing technological innovation and attracting talent [6][14]. - The report emphasizes the structural optimization of supply in the chemical sector, suggesting a focus on sectors with significant elasticity and competitive advantages, such as organic silicon and membrane materials [6][15]. Industry Performance - The report notes that during the week of August 11 to August 15, 2025, the CSI 300 index rose by 2.37%, while the Shenwan Basic Chemical Index increased by 2.46%, outperforming the market slightly [6][18]. - The top-performing sub-sectors included modified plastics (up 12.29%) and fluorochemicals (up 5.81%), while the worst performers were civil explosives (down 3.02%) and compound fertilizers (down 1.81%) [6][19]. Price Trends - Key products that saw price increases included hydrochloric acid (up 15.38%) and propylene (up 4.00%), while notable declines were observed in butanone (down 7.16%) and liquid ammonia (down 5.89%) [6][26]. - The report tracks price differentials, with significant increases in the propylene-propane differential (up 33.47%) and decreases in the bisphenol A-phenol differential (down 26.57%) [6][28]. Investment Recommendations - The report suggests focusing on sectors that may benefit from supply-side reforms, particularly organic silicon, membrane materials, and dye sectors, with recommended companies including Hoshine Silicon Industry and Zhejiang Longsheng [6][15]. - It also highlights the growing demand for health additives and sugar substitutes driven by new consumer trends, recommending companies that emphasize technological and product differentiation [6][16][17].

| | | 常州强力电子新材料股份有限公司 关于为全资子公司提供担保的进展公告 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。 一、担保情况概述 常州强力电子新材料股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日召开了第五届董事会第十六次会议及第五届监事会第八次会议，会议审议通过 了《关于公司及子公司、孙公司银行综合授信提供相互担保的议案》。为满足公 司及控股子公司、孙公司日常经营活动需要，公司及控股子公司、孙公司向银行 申请综合授信额度提供相互担保，担保总金额不超过 12 亿元人民币，担保期限 12 个月，自公司 2024 年年度股东大会审议通过之日起算。具体内容详见公司于 2025 年 4 月 29 日在巨潮资讯网（www.cninfo.com.cn）上披露的《关于公司及 子公司、孙公司银行综合授信提供担保的公告》（公告编号：2025-014）。2025 年 5 月 23 日，该议案已经公司召开的 2024 年年度股东大会审议通过。 二、担保的进展情况 公司全资子公司常州强力先端电子材料有限公司（以下简称"强力先端"） 因经营周转需要，向 ...

证券日报网讯强力新材（300429）8月14日在互动平台回答投资者提问时表示，截至2025年3月31日，公 司的股东总数为62587户。公司将在《2025年半年度报告》中披露截至2025年6月30日的股东数。 ...

Group 1 - The company has completed the construction of the first phase of its advanced packaging materials project [2] - The second phase of construction has not yet started [2]

Group 1 - The company, Strongly New Materials (300429.SZ), has no plans for redeeming its convertible bonds as stated in their response to an investor inquiry on August 14 [2]