Group 1 - Aishuo Co., Ltd. expects a net loss of 170 million to 280 million yuan for the first half of 2025, with a net loss of 410 million to 520 million yuan after excluding non-recurring gains and losses [1] - Changcheng Military Industry anticipates a net loss of 25 million to 29.5 million yuan for the first half of 2025, with a net loss of 35 million to 41 million yuan after excluding non-recurring gains and losses [1] - Changyuan Donggu expects a net profit of 155 million to 180 million yuan for the first half of 2025, representing a year-on-year increase of 62.65% to 88.88% [1] Group 2 - Beifang Navigation forecasts a net profit of 105 million to 120 million yuan for the first half of 2025, turning around from a loss of 74.2168 million yuan in the same period last year [3] - Xizi Clean Energy expects a net profit of 130 million to 180 million yuan for the first half of 2025, a decrease of 47.40% to 62.01% compared to the same period last year [4] - Tianbao Infrastructure anticipates a net profit of 90 million to 130 million yuan for the first half of 2025, representing a year-on-year increase of 1581.80% to 2329.27% [4] Group 3 - Taiping Bird expects a net profit of approximately 77.7 million yuan for the first half of 2025, a decrease of about 55% compared to the same period last year [6] - Xibu Chuangye forecasts a net profit of approximately 295 million yuan for the first half of 2025, an increase of 88.99% compared to the same period last year [8] - Zhengbang Technology expects a net profit of 190 million to 210 million yuan for the first half of 2025, a year-on-year increase of 249.03% to 264.72% [9] Group 4 - Songzhi Co., Ltd. anticipates a net profit of 140 million to 170 million yuan for the first half of 2025, representing a year-on-year increase of 53.58% to 86.49% [10] - Hailide expects a net profit of 280 million to 310 million yuan for the first half of 2025, a year-on-year increase of 47.65% to 63.47% [12] - Chenhua Co., Ltd. forecasts a net profit of 48.8176 million to 56.6284 million yuan for the first half of 2025, a year-on-year increase of 25% to 45% [13] Group 5 - Yuanlin Co., Ltd. expects a net loss of 68 million to 92 million yuan for the first half of 2025, with a net loss of 70 million to 95 million yuan after excluding non-recurring gains and losses [14] - Chuanhua Zhili anticipates a net profit of 500 million to 550 million yuan for the first half of 2025, representing a year-on-year increase of 72.78% to 90.06% [15] - Longyuan Technology expects a net profit of 26 million to 31 million yuan for the first half of 2025, a year-on-year increase of 116.61% to 158.26% [17] Group 6 - Jiangshan Co., Ltd. forecasts a net profit of 300 million to 360 million yuan for the first half of 2025, a year-on-year increase of 75.65% to 110.78% [32] - Ganli Pharmaceutical expects a net profit of 600 million to 640 million yuan for the first half of 2025, a year-on-year increase of 100.73% to 114.12% [33] - Zhongyan Chemical's subsidiary signed a 6.809 billion yuan mining rights transfer contract [35]

[Yangzhou Chenhua New Materials Co., Ltd. 2025 Semi-Annual Performance Forecast](index=1&type=section&id=Yangzhou%20Chenhua%20New%20Materials%20Co.%2C%20Ltd.%202025%20Semi-Annual%20Performance%20Forecast) [Current Period Performance Forecast](index=1&type=section&id=I.%20Current%20Period%20Performance%20Forecast) The company anticipates a year-over-year increase in its 2025 first-half performance, with net profit attributable to shareholders projected to grow by 25% to 45% and non-recurring net profit by 15% to 35% Net Profit Attributable to Shareholders Forecast | Item | Current Reporting Period (Jan 1 - Jun 30, 2025) | Prior Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | **Profit: 48.8176 million - 56.6284 million yuan** | Profit: 39.0541 million yuan | | | **Year-over-year increase of 25% - 45%** | | Net Profit After Deducting Non-Recurring Gains and Losses Forecast | Item | Current Reporting Period (Jan 1 - Jun 30, 2025) | Prior Period | | :--- | :--- | :--- | | **Net Profit After Deducting Non-Recurring Gains and Losses** | **Profit: 30.8246 million - 36.1854 million yuan** | Profit: 26.8040 million yuan | | | **Year-over-year increase of 15% - 35%** | | [Communication with Accounting Firm](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm) The company has pre-communicated with its accounting firm regarding the performance forecast, with no disagreements, though the data remains unaudited - The performance forecast data represents preliminary estimations by the company's finance department and has not been audited by an accounting firm[3](index=3&type=chunk) - The company has pre-communicated with the accounting firm regarding the performance forecast, and there are no disagreements between the parties[3](index=3&type=chunk) [Explanation of Performance Changes](index=1&type=section&id=III.%20Explanation%20of%20Performance%20Changes) The 2025 first-half performance growth is primarily attributed to year-over-year increases in product sales and prices, effective cost reduction and efficiency improvement measures, and an estimated positive impact of 19.4701 million yuan from non-recurring gains and losses - Key drivers for performance growth include year-over-year increases in sales volume and prices for certain products, alongside the successful implementation of cost reduction and efficiency improvement measures[4](index=4&type=chunk) - During the reporting period, non-recurring gains and losses are expected to positively impact net profit by approximately **19.4701 million yuan**[4](index=4&type=chunk) [Other Relevant Information](index=1&type=section&id=IV.%20Other%20Relevant%20Information) The company emphasizes that this performance forecast is a preliminary estimate, with final detailed financial data to be disclosed in the 2025 semi-annual report, and advises investors to be aware of investment risks - This performance forecast is a preliminary estimation by the company's finance department, and specific financial data will be subject to the 2025 semi-annual report[5](index=5&type=chunk) - The company advises investors to make prudent decisions and be aware of investment risks[5](index=5&type=chunk)

Core Viewpoint - The company expects a significant increase in net profit for the first half of 2025, driven by higher sales volume and prices of certain products, as well as cost reduction and efficiency improvements [1] Financial Performance - The projected net profit attributable to shareholders for the period from January 1, 2025, to June 30, 2025, is estimated to be between 48.82 million and 56.63 million yuan, representing a year-on-year increase of 25% to 45% [1] - The net profit after deducting non-recurring gains and losses is expected to be between 30.82 million and 36.19 million yuan, reflecting a year-on-year increase of 15% to 35% [1] - The impact of non-recurring gains and losses on net profit is estimated to be 19.47 million yuan during the reporting period [1]

Core Viewpoint - The organic silicon sector is experiencing a significant rise, with companies like Silica Treasure and Morning Chemical both seeing stock increases of over 10% following the announcement of Dow Chemical's factory closure in the UK, which will impact supply and potentially boost domestic export demand [1] Industry Summary - The organic silicon concept has shown continuous growth, with notable stock performance from Silica Treasure and Morning Chemical, both exceeding a 10% increase [1] - Other companies such as Morning Light New Materials and Hongbo New Materials have reached their daily price limit, while Dongyue Silicon Materials, Runhe Materials, and Hesheng Silicon Industry have also shown strong gains [1] - Dow Chemical announced the closure of its basic siloxane facility in Barry, UK, which involves a production capacity of 145,000 tons of DMC, with the closure process expected to start in mid-2026 and be completed by the end of 2027 [1] - The supply gap created by Dow's exit is anticipated to increase export demand for domestic companies, indicating a potential shift in the industry supply-demand dynamics [1]

证券代码：300610 证券简称：晨化股份 公告编号：2025-063 扬州晨化新材料股份有限公司 关于使用自有闲置资金进行现金管理的进展公告 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。 扬州晨化新材料股份有限公司（以下简称"晨化股份"或"公司"）于 2025 年 5 月 13 日召开 2024 年度股东会，会议审议通过了《关于使用自有闲置资金进行现金管理的议案》， 同意公司及子公司在确保不影响正常运营的情况下，使用不超过 120,000 万元自有闲置资金 进行现金管理，期限为自 2024 年度股东会审议通过之日起至 2025 年度股东会召开之日止。 公 司 董 事 会 、 监 事 会 出 具 的 决 议 刊 载 于 2025 年 4 月 18 日 巨 潮 资 讯 网 （http://www.cninfo.com.cn）。根据上述决议，近日公司及子公司使用自有闲置资金购买 了 5,500 万元的理财产品。现将具体情况公告如下： | 序 号 | 资金来 源 | 签约单位 | 产品名称 | 金额 (万 | 产品 | 产品 起息日 | | | 产品 到期日 | ...

证券代码：300610 证券简称：晨化股份 公告编号：2025-064 扬州晨化新材料股份有限公司 关于完成工商变更登记并换发营业执照的公告 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。 扬州晨化新材料股份有限公司（以下简称"公司"）于 2025 年 6 月 23 日召开 2025 年第一次临时股东会，审议通过了《关于变更公司注册资本并修订<公司章程>议案》。 具体内容详见 2025 年 6 月 24 日公司在巨潮资讯网（www.cninfo.com.cn）上披露的公 告。 近日，公司已完成相关变更登记手续，取得了扬州市数据局换发的《营业执照》。 《营业执照》登记的相关信息如下： 1、统一社会信用代码：913210001410496687 3、类型：股份有限公司（上市） 4、住所：宝应县曹甸镇镇中路 231 号 5、法定代表人：于子洲 6、注册资本：21500.798 万元整 7、成立日期：1995 年 05 月 12 日 8、经营范围：甲基膦酸二甲酯、乙基膦酸二乙酯、三（β-氯乙基）磷酸酯、三 （β-氯丙基）磷酸酯、聚氨酯粘合剂、汽车门窗胶、多用粘结胶研制 ...

Core Viewpoint - The company plans to repurchase its ordinary shares using self-raised funds, with a total repurchase amount between RMB 20 million and RMB 40 million, and a maximum repurchase price adjusted to RMB 15.30 per share [2]. Group 1: Share Repurchase Plan - The company convened the 17th meeting of the 4th Board of Directors and the 17th meeting of the 4th Supervisory Board on April 17, 2025, to discuss the share repurchase plan [2]. - The repurchased shares will be used for cancellation and reduction of registered capital [2]. - The repurchase period is set for 12 months from the date of approval by the shareholders' meeting [2]. Group 2: Repurchase Progress - As of June 30, 2025, the company has repurchased a total of 849,400 shares, accounting for 0.3951% of the total share capital [2]. - The highest transaction price was RMB 11.26 per share, while the lowest was RMB 10.85 per share, with a total transaction amount of RMB 9,356,581 (excluding transaction fees) [2]. - The repurchase actions comply with the company's repurchase plan and relevant legal regulations [2]. Group 3: Compliance and Future Actions - The company confirms that the share repurchase activities adhere to the regulations set by the Shenzhen Stock Exchange and the China Securities Regulatory Commission [3]. - The company will continue to implement the share repurchase plan based on market conditions and will fulfill information disclosure obligations as required by laws and regulations [3].

证券代码：300610 证券简称：晨化股份 公告编号：2025-062 扬州晨化新材料股份有限公司 关于回购公司股份的进展公告 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。 交易费用）。本次回购符合公司回购股份方案及相关法律法规的要求。 二、其他说明 （一）公司回购股份的时间、集中竞价交易的委托时段、交易价格等符合 《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》及公司回购股份 方案的相关规定，具体如下： 1、公司未在下列期间内回购公司股份： 扬州晨化新材料股份有限公司（以下简称"公司"）于 2025 年 4 月 17 日召 开第四届董事会第十七次会议、第四届监事会第十七次会议，并于 2025 年 5 月 13 日召开 2024 年度股东会，审议通过了《关于回购公司股份方案的议案》，同 意公司使用自有资金或自筹资金以集中竞价交易方式回购公司普通股（A 股）股 票，本次回购的股份将全部用于注销并减少注册资本。本次回购股份的资金总 额不低于人民币 2,000 万元（含本数）不超过人民币 4,000 万元（含本数），回 购股份价格不超过人民币 15.5 ...

Group 1 - The company has elected Mr. Yu Zizhou as the Chairman of the fifth Board of Directors for a term of three years [1][2] - The Board of Directors has established several specialized committees, including the Audit Committee, Nomination Committee, Compensation and Assessment Committee, and Strategy and Social Responsibility Committee, with members elected for a three-year term [1][2] - The company has appointed Mr. Yu Zizhou as the General Manager and several other executives, including Vice General Managers and a Financial Director, all serving a three-year term [1][2] Group 2 - The Audit Director appointed is Mr. Xu Honglin, who will also serve a three-year term [1][2] - The company ensures that all members of the Board and management comply with relevant laws and regulations, and there are no conflicts of interest among the appointed individuals [5][6][7][8][9][10][11][12][13][14][15][16][17]

Group 1 - The company held its first extraordinary shareholders' meeting on June 23, 2025, to elect the fifth board of directors, consisting of 5 non-independent directors, 3 independent directors, and 1 employee representative director, with a term of three years [1][2] - The fifth board of directors includes non-independent directors: Yu Zizhou, Dong Xiaohong, Shi Yongbing, Hao Bin, Lin Qing, and employee representative director Hua Ping; independent directors are Xu Gaoyan, Yang Weicai, and Liang Lianhua [1][2] - The newly elected board complies with legal and regulatory requirements, with independent directors making up at least one-third of the total board members [2] Group 2 - Four non-independent directors from the previous board, Hao Qiaoling, Wu Daming, Xu Feng, and Bi Jihui, have completed their terms and will no longer serve as directors, although they will continue in other roles within the company [2][3] - Independent directors Liang Yongjin and He Quanzhong have also completed their terms and will not hold any positions in the company post-tenure [3] - The company expresses gratitude for the contributions of the departing directors during their tenure [3]