深圳市容大感光科技股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 深圳市容大感光科技股份有限公司 2025 年半年度报告 2025-056 【2025 年 08 月】 1 深圳市容大感光科技股份有限公司 2025 年半年度报告全文 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。 公司负责人黄勇、主管会计工作负责人黄勇及会计机构负责人(会计主管人员)曾大庆 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。 公司存在产品应用领域较为集中的风险、新产品开发风险、原材料价格波动的风险、 募投项目涉及的新产品开拓风险、募投项目新增折旧、摊销费用导致的利润下滑风险等。 详细内容见"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"中公司可能面对 的风险因素。 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 | 第一节 | 重要提示、目录和释义 2 | | --- | --- | | 第二节 | 公司简介和主要财务指标 7 ...

Core Viewpoint - Rongda Photoelectric (300576) currently does not have products related to photoinitiators, but it has a stake in a company called Wokailong, which specializes in the production of photoinitiators in China [1] Company Summary - Rongda Photoelectric has confirmed that it does not produce photoinitiators [1] - The company holds shares in Wokailong, a domestic enterprise focused on photoinitiator manufacturing [1] Industry Summary - The photoinitiator market in China is represented by companies like Wokailong, indicating a specialized segment within the broader chemical industry [1]

Core Insights - The report highlights that as of July 29, 2024, there are 5,817 listed companies in the A-share market, with a total of 1,144 secretaries earning over 1 million yuan, accounting for over 21% of the total [1] - The total salary for A-share secretaries reached 4.086 billion yuan in the previous year, with an average salary of 754,300 yuan [1] Salary Overview - In the electronic chemical industry, there are 37 listed companies, with an average secretary salary of 698,600 yuan, ranking 69th among 125 secondary industries [1] - The average salary for secretaries in the electronic chemical industry increased by 70,800 yuan compared to the previous year, ranking 25th in salary growth among 125 primary industries [1] Salary Distribution - Among the 37 secretaries, 23 have salaries between 500,000 and 1 million yuan, making up over 60% of the total, while only 4 secretaries earn over 1 million yuan, accounting for just 10% [1] - The highest-paid secretary in the electronic chemical industry is Yang Xun from Anji Technology, with a salary of 2.2304 million yuan, significantly higher than others [1] Age Distribution - The age of the 37 secretaries ranges from 27 to 58 years, with the median age centered around 40-44 years, where 15 individuals, over 40%, fall into this age group [3] - The highest average salary is found in the 45-49 age group, at 972,100 yuan, primarily driven by Yang Xun's high salary [3] Educational Background - Among the 37 secretaries, 21 hold master's degrees, while 13 have bachelor's degrees, with a total of 34 individuals (over 90%) holding at least a bachelor's degree [6] - Secretaries with master's degrees have the highest average salary of 732,500 yuan, while those with doctoral degrees earn an average of 649,300 yuan, which is lower than that of bachelor's degree holders [6] Salary and Stock Performance Relationship - An analysis of secretary salaries in four ranges (0-2 million yuan) shows a positive correlation between salary levels and stock performance, with the number of surveys conducted increasing significantly alongside salary increases [8] - Corresponding stock price annual changes for the salary ranges were -8.41%, -3.84%, -11.12%, and 13.62%, indicating that higher salaries may correlate with better stock performance [8]

Core Viewpoint - The photomaterial industry in China is experiencing significant growth driven by advancements in digitalization and intelligent technologies, with market size projected to increase from 25.12 billion yuan in 2019 to 34.32 billion yuan by 2024 [1][12]. Group 1: Industry Overview - Photomaterials are semiconductor materials with light-sensitive properties, categorized into silver salt and non-silver salt photomaterials, with applications in photography, printing, electronics, and medical fields [3][5]. - The industry has transitioned from traditional film to digital formats, facing challenges and opportunities due to the rise of digital photography and mobile imaging technologies [5][10]. Group 2: Industry Chain - The photomaterial industry consists of an upstream segment focused on light-sensitive substances and additives, a midstream segment for production, and a downstream segment for applications in various fields such as photography, film, medical diagnostics, and semiconductors [8]. Group 3: Market Dynamics - The demand for photomaterials has declined in traditional photography sectors but has increased in semiconductor and industrial applications, particularly in photoresist manufacturing [10]. - The Chinese photomaterial market is projected to reach 11.44 billion yuan by 2024, with a year-on-year growth of 4.8% [10]. Group 4: Competitive Landscape - The market has shifted from being dominated by a few large companies like Kodak and Fujifilm to a more competitive landscape with both foreign and domestic companies, including major players like LeKai Film and Shenzhen Rongda Photomaterials [14][15]. Group 5: Industry Trends - The photomaterial industry has a broad development outlook, with increasing demand in high-end markets such as medical imaging and 3D printing [19]. - Environmental pressures are rising, necessitating advancements in eco-friendly production processes and waste management [20]. - Intense market competition, particularly in the low-end segment, is leading to price wars and potential compromises in product quality [21][22].

Group 1 - The stock price of Rongda Photoelectric reached 36.71 yuan as of August 4, 2025, with an increase of 1.10% compared to the previous trading day [1] - The trading volume on that day was 185 million yuan, with a turnover rate of 2.18% [1] - Rongda Photoelectric specializes in the research, production, and sales of electronic chemicals, including PCB photoresists and photosensitive dry films, which are used in semiconductor and photoresist applications [1] Group 2 - The company announced that the production line for photosensitive dry films at its Zhuhai production base has begun trial production [1] - Rongda Photoelectric aims to strengthen its market position in PCB photoresists and increase marketing efforts for photosensitive dry film products [1] - Shenghong Technology is a key customer for Rongda Photoelectric, and the partnership remains stable [1] Group 3 - On August 4, there was a net outflow of 6.0026 million yuan in main funds, with a cumulative net outflow of 186 million yuan over the past five days [1]

金融界消息 截至2025年8月1日收盘，容大感光（300576）报收于36.31元，下跌1.33%，换手率3.74%， 成交量8.71万手，成交金额3.18亿元。 资金流向方面，今日主力资金净流出3460.62万元，占比成交额10.89%。其中，超大单净流出1799.18万 元、占成交额5.66%，大单净流出1661.45万元、占成交额5.23%，中单净流出流出795.05万元、占成交 额2.5%，小单净流入4255.67万元、占成交额13.39%。 天眼查商业履历信息显示，深圳市容大感光科技股份有限公司，成立于1996年，位于深圳市，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36636.7572万人民币，实缴资本14583.0976 万人民币。公司法定代表人为黄勇。 通过天眼查大数据分析，深圳市容大感光科技股份有限公司共对外投资了10家企业，参与招投标项目7 次，知识产权方面有商标信息2条，专利信息68条，此外企业还拥有行政许可60个。 来源：金融界 容大感光最新一期业绩显示，截至2025一季报，公司营业总收入2.42亿元、同比增长18.19%，归属净利 润3461.45万元，同比减少4 ...

容大感光2025年1月13日披露的以简易程序向特定对象发行股票并在创业板上市上市公告书显示，截至2025年1月7 日止，容大感光已向4个认购对象发行人民币普通股股票9,047,089股，募集资金总额人民币243,999,990.33元，扣 除与发行有关的费用人民币6,735,849.06元(不含税)，容大感光实际募集资金净额为人民币237,264,141.27元。本次 发行价格为26.97元/股。本次定增的保荐机构(主承销商)是华泰联合证券有限责任公司，保荐代表人是肖耿豪、阚 傲。 2023年，容大感光向特定对象发行股票募集资金。经中国证券监督管理委员会《关于同意深圳市容大感光科技股 份有限公司向特定对象发行股票注册的批复》(证监许可〔2023〕523号)同意，公司向特定对象发行人民币普通股 (A股)11,010,184股，面值为每股人民币1元，每股发行价格为人民币36.33元，本次募集资金总额为人民币 399,999,984.72元，扣除发行费用(不含税)人民币9,962,264.15元，实际募集资金净额为人民币390,037,720.57元。上 述募集资金到账情况已经立信会计师事务所(特殊普通合伙)审验， ...

Group 1: Company Performance - Shunluo Electronics reported a net profit of 486 million yuan for the first half of 2025, a year-on-year increase of 32.03% [1] - Yiwai Communication's net profit for the first half of 2025 was 31.02 million yuan, a year-on-year decrease of 68.57% [1] - CATL achieved a net profit of 30.485 billion yuan in the first half of 2025, reflecting a year-on-year growth of 33.33% [2] - Huijia Times reported a net profit of 67.0481 million yuan for the first half of 2025, a year-on-year increase of 62.64% [15] - Zhimi Intelligent's net profit for the first half of 2025 was 102 million yuan, a year-on-year increase of 80.08% [23] Group 2: Company Announcements - Shunluo Electronics' revenue for the first half of 2025 was 3.224 billion yuan, up 19.80% year-on-year [1] - Yiwai Communication's revenue decreased to 360 million yuan, down 24.62% year-on-year [1] - CATL proposed a cash dividend of 10.07 yuan per 10 shares based on a total share capital of 4.537 billion shares [2] - Vanke A received a loan of up to 869 million yuan from Shenzhen Metro Group for debt repayment [7] - Lideman is planning to acquire up to 70% of Beijing Xiansheng Xiangrui Biological Products Co., Ltd. [8] Group 3: Industry Developments - The pharmaceutical industry is seeing advancements with Zhendong Pharmaceutical's clinical trial reaching a major research endpoint for a new product [3] - The construction industry is witnessing new orders, with Zhongyan Dadi signing 22 new contracts worth 257 million yuan in Q2 [4] - The energy sector is expanding with Hangyang Co. planning to establish a joint venture for hydrogen energy production [16] - Watson Bio signed a revised exclusive licensing agreement to expand its technology collaboration into non-patient areas [17]

Group 1 - Xizang Tourism (600749.SH) has not engaged in business cooperation with units related to the lower reaches of the Yarlung Tsangpo River hydropower project [1] - Changjiang Electric Power plans to invest approximately 26.6 billion yuan in the construction of the Gezhouba shipping capacity expansion project [1] - Sinopec Oilfield Service has won a contract worth 3.597 billion yuan for an engineering project [1] Group 2 - Inner Mongolia Huadian completed a power generation volume of 24.324 billion kWh in the first half of the year, a year-on-year decrease of 14.58% [1] - Datang Telecom plans to transfer 3.3333% equity in its subsidiary Hefei Storage [1] - Junsheng Electronics has repurchased a total of 0.925% of its shares, completing the buyback [1] Group 3 - CATL reported a net profit increase of 33.33% to 30.485 billion yuan in the first half of the year and plans to distribute a dividend of 10.07 yuan per share [1] - Rongda Photoelectric's controlling shareholder and concerted parties plan to reduce their holdings by no more than 2.00% [1][2] - Huanzi Technology's shareholders plan to collectively reduce their holdings by no more than 3% [1][2] Group 4 - Yonghui Supermarket plans to raise no more than 3.992 billion yuan through a private placement for store upgrade and renovation projects [3] - Hongxiang Co., Ltd.'s actual controller Yang Cheng has been released on bail [3]

证券代码：300576 证券简称：容大感光 公告编号：2025-051 深圳市容大感光科技股份有限公司 关于控股股东及一致行动人减持股份预披露公告 控股股东及一致行动人林海望先生、杨遇春先生、黄勇先生、刘启升先生保证 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。 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： 深圳市容大感光科技股份有限公司（以下简称"公司"）控股股东及一致行动人 之林海望先生持有公司股份 44,356,777 股（占公司总股本比例 12.1072%）、杨遇春 先生持有公司股份 41,590,223 股（占公司总股本比例 11.3520%）、黄勇先生持有公 司股份 40,597,052 股（占公司总股本比例 11.0810%）、刘启升先生持有公司股份 35,262,417 股（占公司总股本比例 9.6249%），林海望先生、杨遇春先生、黄勇先生、 刘启升先生计划以集中竞价或大宗交易方式减持公司股份 7,327,350 股（占公司总 股本比例 2.00%），其中，拟通过集中竞价方式减持公司股份不超过 3,663,675 股（含 本数），即不 ...