Core Viewpoint - The agricultural chemical sector experienced a rise of 1.83% on August 20, with Jiangshan Co., Ltd. leading the gains [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 3766.21, up 1.04% [1]. - The Shenzhen Component Index closed at 11926.74, up 0.89% [1]. Group 2: Individual Stock Performance - Jiangshan Co., Ltd. (600389) closed at 24.66, with a gain of 5.61% and a trading volume of 141,200 shares, amounting to a transaction value of 342 million yuan [1]. - Yuntianhua Co., Ltd. (600096) closed at 26.95, up 5.27%, with a trading volume of 490,900 shares and a transaction value of 1.318 billion yuan [1]. - Xin'an Chemical Industry Co., Ltd. (600596) closed at 10.71, gaining 4.18%, with a trading volume of 461,300 shares and a transaction value of 483 million yuan [1]. - Batian Ecological Engineering Co., Ltd. (002170) closed at 10.49, up 3.96%, with a trading volume of 683,100 shares and a transaction value of 717 million yuan [1]. - Hubei Xuanhua Co., Ltd. (000422) closed at 13.75, gaining 3.38%, with a trading volume of 469,200 shares and a transaction value of 637 million yuan [1]. - Xianda Co., Ltd. (603086) closed at 10.57, up 3.12%, with a trading volume of 851,100 shares and a transaction value of 907 million yuan [1]. - New Agricultural Co., Ltd. (002942) closed at 19.91, gaining 3.00%, with a trading volume of 45,100 shares and a transaction value of 8.86 million yuan [1]. - Stanley Co., Ltd. (002588) closed at 9.63, up 2.77%, with a trading volume of 141,200 shares [1]. - Xingfa Group (600141) closed at 25.83, gaining 2.70%, with a trading volume of 188,300 shares and a transaction value of 484 million yuan [1]. - Runfeng Co., Ltd. (301035) closed at 68.50, up 2.70%, with a trading volume of 13,500 shares and a transaction value of 90.67 million yuan [1]. Group 3: Fund Flow Analysis - The agricultural chemical sector saw a net outflow of 82.02 million yuan from main funds, while speculative funds experienced a net inflow of 277 million yuan, and retail investors had a net outflow of 195 million yuan [2].

Group 1 - The company reported a revenue of 776,132,021.01 yuan for the first half of 2025, representing a year-on-year growth of 16.57% [2] - The net profit attributable to shareholders of the listed company was 34,706,358.19 yuan, showing a significant year-on-year increase of 109.70% [2]

Company Overview - Shaoxing BSM Chemical Co., Ltd. reported a revenue of CNY 776.13 million for the first half of 2025, representing a 16.57% increase compared to CNY 665.83 million in the same period last year [1] - The net profit attributable to shareholders increased by 109.70% to CNY 34.71 million from CNY 16.55 million year-on-year [1] - Basic and diluted earnings per share both doubled to CNY 0.10 from CNY 0.05 [1] Financial Performance - The company experienced a significant decline in net cash flow from operating activities, which was negative CNY 22.33 million, down 162.44% from CNY 35.76 million in the previous year [1] - The total assets at the end of the reporting period were CNY 3.26 billion, a 3.04% increase from CNY 3.16 billion at the end of the previous year [2] - The net assets attributable to shareholders rose to CNY 1.73 billion, reflecting a 1.02% increase from CNY 1.71 billion [2] Shareholder Information - The largest shareholder, Ningbo BSM Investment Holdings Co., Ltd., holds 23.02% of the shares, with 41.33 million shares pledged [3] - Other significant shareholders include Jiangsu Xihua Private Equity Fund Management Co., Ltd. with 5.35% and Wang Qifeng with 3.38% [3] - The report indicates that there were no changes in the controlling shareholder or actual controller during the reporting period [4]

Group 1 - The board meeting of Shaoxing Baismei Chemical Co., Ltd. was held on August 18, 2025, with all 8 directors present, confirming compliance with legal and regulatory requirements [1] - The board approved the 2025 semi-annual report, affirming that it accurately reflects the company's operational status without any misleading statements or omissions [1][2] - The company has adhered to regulations regarding the storage and use of raised funds, ensuring no violations occurred in the management of these funds [2][3] Group 2 - The board approved the extension of the fundraising project timeline, which does not alter the project's implementation, funding purposes, or investment scale, and will not adversely affect the company's operations [3]

Group 1 - The sixth meeting of the fourth supervisory board of Shaoxing Baisimei Chemical Co., Ltd. was held on August 18, 2025, with all six supervisors present, confirming compliance with legal and regulatory requirements [1] - The supervisory board approved the 2025 semi-annual report, stating that it accurately reflects the company's actual situation without any false records or misleading statements [1][2] - The company strictly adhered to relevant regulations regarding the storage and use of raised funds, with all procedures followed correctly, and no violations reported [2] Group 2 - The company decided to postpone some fundraising investment projects based on the usage progress of raised funds and actual operating conditions, ensuring no change in the purpose of the funds or harm to shareholder interests [3] - The postponement of investment projects does not involve related transactions and complies with relevant laws and regulations [3]

Core Viewpoint - The company has decided to postpone the expected completion dates for certain fundraising projects due to the current market conditions and industry downturn, while maintaining the original investment purposes and scales [3][4][5]. Fundraising Overview - The company raised a total of RMB 43,177.50 million through the issuance of 30.3 million shares at a price of RMB 14.25 per share, with a net amount of RMB 39,297.76 million after deducting issuance costs [1]. - As of June 30, 2025, the company has allocated funds to various projects, including a technical transformation project for producing 6,000 tons of dimethylpentyl and a high-purity bauxite project [2]. Project Postponement Details - The expected completion date for the 6,000-ton dimethylpentyl technical transformation project has been postponed from September 2025 to September 2026 due to factors such as the pesticide industry's downturn and macroeconomic fluctuations [3][4]. - The decision aims to avoid risks associated with releasing production capacity during an industry low point, ensuring the safety and efficiency of the use of raised funds [3][4]. Impact of Postponement - The postponement does not involve changes to the project implementation entities, investment methods, or total investment amounts, and is not expected to adversely affect the company's normal operations [4][5]. - The board and supervisory committee have both approved the postponement, affirming that it aligns with the company's long-term development strategy and does not harm shareholder interests [5][6]. Regulatory Compliance - The postponement has been reviewed and approved by the board and supervisory committee, and is in compliance with relevant regulations and guidelines regarding the management of raised funds [6].

根据《深圳证券交易所上市公司自律监管指引第2号—创业板上市公司规范运作》 《深圳证券交易所创业板上市公司自律监管指南第1号—业务办理》《企业会计准则》以 及公司关于会计政策的相关规定，绍兴贝斯美化工股份有限公司（以下简称"公司 "） 为真实、准确、客观反映公司的财务状况和经营成果，根据《企业会计准则》相关规定， 本着谨慎性原则，对合并财务报表范围内的各项需要计提减值的资产进行了评估和分析， 对预计可能发生减值损失的相关资产计提减值准备。根据《深圳证券交易所上市公司自 律监管指引第2号—创业板上市公司规范运作》等法律法规的规定，本次计提减值准备无 需提交董事会或股东大会审议，现将具体情况公告如下： 一、本次计提减值准备的情况 （一）本次计提减值准备的原因 证券代码：300796 证券简称：贝斯美 公告编号：2025-064 绍兴贝斯美化工股份有限公司 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、误导性陈述或者重大遗漏。 （三）计提资产减值准备的具体说明 根据《企业会计准则第22号金融工具确认和计量》 以及公司会计政策，公 司应收款项、其他应收款以预期信用损失为基础确认信用减值损失， ...

Group 1 - The report details the non-operating fund occupation and related transactions of Shaoxing Baisimei Chemical Co., Ltd. for the first half of 2025, including amounts and reasons for fund occupation [1] - The total non-operating fund occupation at the end of June 2025 amounts to 323,363,046.32 yuan, with significant contributions from related parties [1] - The company has recorded a total of 267,369,206.32 yuan in receivables from its subsidiary Tongling Baisimei Technology Co., Ltd. as of June 2025 [1] Group 2 - The report indicates that the company has engaged in non-operating transactions with its subsidiaries, including a loan of 25,000,000 yuan from Tongling Baisimei Technology Co., Ltd. [1] - Another subsidiary, Ningbo Baisimei New Materials Technology Co., Ltd., has a receivable balance of 18,000,000 yuan as of June 2025, reflecting ongoing financial interactions [1] - The report was approved by the board of directors on August 18, 2025, indicating compliance with corporate governance standards [1]

Core Viewpoint - The company has decided to postpone certain fundraising projects due to market uncertainties and aims to ensure the quality of investment projects while maintaining the safety and efficiency of raised funds [1][5]. Group 1: Fundraising Overview - The company raised a total of RMB 431.775 million by issuing 30.3 million shares at a price of RMB 14.25 per share in November 2019 [1]. - As of June 30, 2025, the company has specific fundraising projects with total investment amounts and cumulative investment amounts detailed in the report [1]. Group 2: Project Adjustments - The company has adjusted the investment total for the "Hydrogen Series and Dimethylpentyl Series Product Technological Transformation Project" and will use surplus funds for new projects, including a "6000 tons Dimethylpentyl Technological Transformation Project" and a "5000 tons High-Purity Bauxite Project" [2]. - The company plans to construct the "5000 tons High-Purity Bauxite Project" in two phases and will use its own funds for the second phase, avoiding the use of raised funds [2]. Group 3: Project Delay Reasons - The postponement of the "6000 tons Dimethylpentyl Technological Transformation Project" from September 2025 to September 2026 is due to the pesticide industry's downturn, macroeconomic fluctuations, and changes in market competition [4]. - The company aims to avoid releasing production capacity during an industry low point to mitigate potential profit declines and will continue to monitor market supply and demand [4]. Group 4: Impact of Delay - The delay does not involve changes to the project implementation entity, method, or total investment amount, and it is not expected to adversely affect the company's normal operations or shareholder interests [5]. - The decision aligns with the company's long-term development strategy and is deemed beneficial for all shareholders [5]. Group 5: Approval Process - The postponement of the fundraising project has been approved by the company's board of directors and supervisory board, complying with relevant regulations and ensuring the interests of all shareholders are protected [5].

（文章来源：证券日报） 证券日报网讯 8月19日晚间，贝斯美发布公告称，公司第四届监事会第六次会议审议通过了《关于公司 2025年半年度报告全文及摘要的议案》等多项议案。 ...