2025年10月28日，正丹股份(300641.SZ)发布2025年第三季报。截至2025年10月27日，共有8个机构投资 者披露持有正丹股份A股股份，合计持股量达3.04亿股，占正丹股份总股本的57.15%。其中，机构投资 者包括禾杏企业有限公司、华杏投资(镇江)有限公司、镇江立豪投资有限公司、浙江银万私募基金管理 有限公司-银万榕树6号私募基金、招商银行股份有限公司-南方中证1000交易型开放式指数证券投资基 金、江苏正丹化学工业股份有限公司-第一期员工持股计划、香港中央结算有限公司、招商银行股份有 限公司-华夏中证1000交易型开放式指数证券投资基金，机构投资者合计持股比例达57.15%。相较于上 一季度，机构持股比例合计下跌了1.01个百分点。 外资态度来看，本期较上一季度持股减少的外资基金共计2个，包括禾杏企业有限公司、香港中央结算 有限公司，持股减少占比达0.62%。 公募基金方面本期较上一季度持股减少的公募基金共计2个，包括南方中证1000ETF、华夏中证 1000ETF，持股减少占比小幅下跌。本期较上一季未再披露的公募基金共计55个，主要包括广发中证 1000ETF、富国中证1000ETF、万 ...

Core Viewpoint - Zhengdan Co., Ltd. reported a significant decline in both revenue and net profit for the first three quarters of 2025 compared to the previous year [1] Financial Performance - The company's operating revenue for the first three quarters was 1.895 billion yuan, representing a year-on-year decrease of 27.02% [1] - The net profit attributable to shareholders of the listed company was 675 million yuan, down 18.18% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 662 million yuan, reflecting a year-on-year decrease of 19.29% [1] - Basic earnings per share were reported at 1.2841 yuan [1]

Core Insights - The company reported a net profit of 675 million yuan for the first three quarters of 2025, demonstrating resilience in its core business despite market price fluctuations [1][2]. Group 1: Financial Performance - The company's net profit of 675 million yuan reflects a solid performance, maintaining a strong position in the industry despite a challenging macroeconomic environment and price corrections in key chemical products [1][2]. - The previous year's high profit base was influenced by a competitor's production shutdown, which led to elevated product prices, creating pressure on the company's year-on-year growth in 2025 [2]. Group 2: Operational Strategy - The company has established a robust industrial chain layout, focusing on the aromatics sector, which has enhanced its ability to withstand market volatility through a dual strategy of broadening raw material channels and extending downstream products [3]. - Diverse raw material supply channels help stabilize procurement costs, while a rich product matrix mitigates the impact of price fluctuations on overall performance, contributing to the company's resilience [3]. Group 3: Technological Innovation - The company continues to invest in research and development, with its invention patent for a continuous production method of phthalic anhydride receiving a national award, indicating its technological leadership in the industry [4]. - The recognition of high-value patents enhances the company's brand influence and market competitiveness, supporting its stable development [4]. - The company aims to strengthen its core technology research and talent development, optimizing product structure and cost control to create greater economic and social benefits [4]. Group 4: Industry Outlook - The cyclical fluctuations in the chemical industry are considered normal, and the company’s strong industrial chain layout, technological innovation, and refined management capabilities allow it to maintain substantial profitability during industry adjustments [4]. - Continued focus on core operations and optimization of processes is expected to further solidify the company's competitive advantage in the fine chemicals sector, laying a strong foundation for future market opportunities [4].

Core Viewpoint - Jiangsu Zhengdan Chemical Industry Co., Ltd. has announced its cash management progress, indicating a stable and orderly management of idle funds, with a total of 1.293 billion yuan currently invested in cash management products [1][9]. Summary by Relevant Sections Cash Management Overview - The company plans to manage idle funds of up to 150 million yuan from raised funds and 2 billion yuan from its own funds for cash management [1]. - Recent cash management products have matured, with all funds being fully recovered without any overdue or loss situations [2]. Idle Funds Recovery - The company recovered 90 million yuan from a structured deposit product issued by Jiangsu Bank, and a total of 835 million yuan from ten cash management products involving various financial institutions [3][4]. New Cash Management Investments - The company has made new investments totaling approximately 156 million yuan, focusing on low-risk products, with 95 million yuan from idle raised funds and 151 million yuan from idle self-owned funds [5][7]. - New investments include two principal-protected products with expected annual yields ranging from 1.08% to 2.16% [6]. Current Investment Status - As of the announcement date, the total amount of funds in investment is 1.293 billion yuan, which is within the authorized limits for cash management [9]. - The company has established strict risk control measures for cash management, including dedicated personnel for fund safety tracking and regular audits [10]. Impact on Core Business - The company emphasizes that cash management using idle funds will not affect its main business operations and aims to enhance the efficiency of fund usage while providing returns to shareholders [11].

Core Viewpoint - The company reported significant declines in both revenue and net profit for the third quarter of 2025 compared to the same period last year, indicating potential challenges in its operational performance [1] Financial Performance Summary - In Q3 2025, the company achieved a revenue of 466 million yuan, a year-on-year decrease of 61.62% [1] - The net profit attributable to shareholders for Q3 2025 was 44.87 million yuan, down 91.67% year-on-year [1] - Basic earnings per share for Q3 2025 stood at 0.0854 yuan [1] - For the first three quarters of 2025, the company reported a total revenue of 1.895 billion yuan, reflecting a year-on-year decline of 27.02% [1] - The net profit attributable to shareholders for the first three quarters was 675 million yuan, a decrease of 18.18% year-on-year [1] - Basic earnings per share for the first three quarters were 1.2841 yuan [1]

证券代码：300641 证券简称：正丹股份 公告编号：2025-048 关于使用部分闲置募集资金和自有资金进行现金管理 的进展公告 江苏正丹化学工业股份有限公司 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、产品到期收回情况 | 受托人名称 | 产品名称 | | | | 产品金额 （万元） | 起始日 | 到期日 | 收回情 况 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 江苏银行大港 支行 | 对公人民币结构性存 款 2025 21 | 年第 天 J | 期 款 | 98 | 9,000 | 2025.05.21 | 2025.08.27 | 全部收回 | | 序 号 1 | | | | | | | | | 1、闲置募集资金进行现金管理产品的到期收回情况 | | | 2、闲置自有资金进行现金管理产品的到期收回情况 | | | | | | --- | --- | --- | --- | --- | --- | --- | | 序 号 | 受托人名称 | 产品名称 | 产品金额 （ ...

证券代码：300641 证券简称：正丹股份 公告编号：2025-046 江苏正丹化学工业股份有限公司 第五届董事会第十二次会议决议公告 三、备查文件 2、本次会议应出席董事 9 名，实际出席董事 9 名。 3、本次会议由公司董事长曹正国先生主持，公司高级管理人员列席了会议。 4、本次会议的召开符合有关法律、行政法规、部门规章、规范性文件和公 司章程的规定。 二、董事会会议审议情况 （一）审议通过了《关于 2025 年第三季度报告的议案》 具体内容详见公司同日在巨潮资讯网（www.cninfo.com.cn）披露的《2025 年第三季度报告全文》。 表决结果：9 票同意，0 票反对，0 票弃权。 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、董事会会议召开情况 1、江苏正丹化学工业股份有限公司（以下简称"公司"）第五届董事会第十 二次会议于 2025 年 10 月 24 日以电子邮件等方式发出通知，并于 2025 年 10 月 27 日以通讯的方式召开。 1、 公司第五届董事会第十二次会议决议； 2、 公司第五届董事会审计委员会第九次会议决议。 特此公告。 ...

Financial Performance - The company's revenue for Q3 2025 was ¥465,765,134.07, a decrease of 61.62% compared to the same period last year[5] - Net profit attributable to shareholders was ¥44,867,699.18, down 91.67% year-on-year[5] - The basic earnings per share decreased by 91.56% to ¥0.0854[5] - Total revenue for the current period was ¥1,894,509,733.24, a decrease of 27.06% from ¥2,595,761,797.97 in the previous period[18] - Net profit for the current period was ¥674,804,748.77, representing a decline of 18.19% compared to ¥824,867,980.53 in the previous period[19] - Total operating costs amounted to ¥1,117,828,458.96, down 31.93% from ¥1,642,670,219.82 year-over-year[18] - Basic earnings per share decreased to 1.2841 from 1.6442, while diluted earnings per share also fell to 1.2669 from 1.6442[20] Assets and Equity - Total assets at the end of the reporting period were ¥3,233,862,822.09, an increase of 5.12% from the end of the previous year[5] - Total assets increased to ¥3,233,862,822.09 from ¥3,076,435,919.47, reflecting a growth of 5.11%[17] - The company’s total equity attributable to shareholders increased by 12.89% to ¥3,160,842,520.15 compared to the end of the previous year[5] - The total equity attributable to shareholders increased to ¥3,160,842,520.15 from ¥2,799,876,256.30, a rise of 12.92%[18] Cash Flow - Cash flow from operating activities for the year-to-date was ¥988,985,788.36, up 163.46% compared to the same period last year[5] - Cash flow from operating activities generated a net amount of 988,985,788.36, significantly up from 375,376,651.89 in the previous period[20] - Cash inflow from investment activities totaled 3,347,529,812.14, compared to 1,027,962,868.79 in the prior period[21] - Cash outflow from investment activities increased to 4,656,033,871.52 from 1,404,855,689.10, resulting in a net cash flow from investment activities of -1,308,504,059.38[21] - Cash flow from financing activities showed a net outflow of -442,871,654.67, compared to a slight inflow of 6,853,067.21 in the previous period[21] - The company’s cash flow from operating activities was impacted by a decrease in tax refunds received, which fell to 8,991,561.05 from 32,182,125.96[20] Shareholder Information - Total number of common shareholders at the end of the reporting period is 47,973[10] - The largest shareholder, He Xing Enterprise Co., Ltd., holds 23.21% of shares, totaling 123,620,000 shares[10] - The second-largest shareholder, Hua Xing Investment (Zhenjiang) Co., Ltd., holds 22.36% of shares, totaling 119,085,800 shares[10] - The top ten shareholders include several investment firms, with the smallest holding being 0.24% by individual shareholder Yao Yuanxi[10] - The company has not disclosed any changes in the top ten shareholders due to margin trading or lending of shares[11] Dividends and Corporate Actions - The company plans to distribute cash dividends of RMB 3.00 per 10 shares to all shareholders as part of the 2025 mid-term profit distribution plan[13] - The first phase of the employee stock ownership plan has completed its fourth lock-up period as of September 22, 2025[14] - The company has canceled its supervisory board and revised its articles of association, with the audit committee of the board taking over the supervisory responsibilities[12] Other Financial Metrics - The company reported a significant increase in investment income, rising 808.66% to ¥11,911,719.41[8] - The company experienced a 56.76% increase in tax and additional charges, primarily due to higher VAT expenses[8] - The company’s cash flow from investing activities showed a net outflow of ¥1,308,504,059.38, a 247.18% increase in outflow compared to the previous year[8] - Cash and cash equivalents decreased to ¥587,679,628.45 from ¥1,352,387,139.84, a decline of 56.54%[16] - Inventory levels dropped to ¥161,973,685.69 from ¥223,457,743.44, a decrease of 27.54%[16] - The company reported a credit impairment loss of ¥2,329,376.61, down from ¥3,666,855.90 in the previous period[19] - Other comprehensive income after tax was ¥367,815.67, with a significant increase compared to the previous period[19]

Core Viewpoint - Zhengdan Co., Ltd. announced the completion of the first phase of its employee stock ownership plan, involving the sale of 3,474,060 shares, which represents 0.6522% of the company's total share capital [1] Summary by Sections - **Employee Stock Ownership Plan** - The company has sold all shares held under the first phase of its employee stock ownership plan, totaling 3,474,060 shares [1] - The shares were sold in batches through the secondary market after the lock-up period expired [1] - **Compliance and Regulations** - The implementation of the employee stock ownership plan adhered strictly to market trading rules [1] - The company complied with regulations set by the China Securities Regulatory Commission and the Shenzhen Stock Exchange regarding trading during sensitive information periods, ensuring no insider trading occurred [1]

证券代码：300641 证券简称：正丹股份 公告编号：2025-045 江苏正丹化学工业股份有限公司 公司于2021年9月24日收到中国证券登记结算有限责任公司深圳分公司出具 的《证券过户登记确认书》，公司开立的"江苏正丹化学工业股份有限公司回购 专用证券账户"中所持有的3,474,060股公司股票，已于2021年9月23日以非交易过 户的方式过户至"江苏正丹化学工业股份有限公司——第一期员工持股计划"专 户，过户股数占当时公司总股本的0.7096%。 根据《草案》及《江苏正丹化学工业股份有限公司第一期员工持股计划管理 办法》（以下简称"《管理办法》"）的相关规定，第一期员工持股计划所获标的 股票自公司公告最后一笔标的股票过户至本员工持股计划名下之日起至满12个 月、24个月、36个月、48个月后分四批解锁，最长锁定期为48个月，每期解锁股 份数上限为本次员工持股计划总数的20%、20%、30%、30%。本次员工持股计划第 一批、第二批、第三批、第四批股份锁定期已分别于2022年9月22日、2023年9 月22日、2024年9月22日、2025年9月22日届满，具体内容详见公司在巨潮资讯网 （www.cnin ...