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东岳硅材(300821) - 2025 Q2 - 季度财报
2025-08-26 13:05
山东东岳有机硅材料股份有限公司 2025 年半年度报告全文 山东东岳有机硅材料股份有限公司 2025 年半年度报告 2025-046 二〇二五年八月 1 山东东岳有机硅材料股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 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。 公司负责人苏琳、主管会计工作负责人王海波及会计机构负责人(会计主 管人员)王海波声明: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。 本报告中如有涉及未来计划等前瞻性描述,不构成公司对投资者的实质 承诺,敬请投资者注意投资风险。 公司在生产运营中主要存在的风险详见本报告"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"。敬请广大投资者注意投资风险。 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 | 第二节 | 公司简介和主要财务指标 | 6 | | --- | --- | --- | | 第三节 | 管理层讨论与分析 | 9 | | 第四节 ...
东岳硅材:2025年上半年净利润4219.41万元,同比下降35.30%
Xin Lang Cai Jing· 2025-08-26 13:04
Core Insights - Dongyue Silicon Materials reported a revenue of 2.327 billion yuan for the first half of 2025, representing a year-on-year decline of 14.98% [1] - The net profit was 42.1941 million yuan, down 35.30% compared to the previous year [1] - The company is focused on ensuring efficient and stable production amidst challenging market conditions, leveraging large-scale production capabilities and refined management practices [1] Revenue and Profit Analysis - The company's revenue decreased to 2.327 billion yuan, indicating a significant drop in sales performance [1] - The net profit decline to 42.1941 million yuan highlights the impact of market challenges on profitability [1] Operational Strategies - Dongyue Silicon Materials aims to achieve full production and sales targets through optimized production and operational systems [1] - Continuous improvement in product quality and accelerated development of new products are key focuses, with an increased revenue share from new grades and mid-to-high-end application products [1]
东岳硅材(300821) - 关于2025年半年度计提资产减值准备的公告
2025-08-26 13:01
证券代码:300821 证券简称:东岳硅材 公告编号:2025-048 山东东岳有机硅材料股份有限公司 关于 2025 年半年度计提资产减值准备的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整,没有虚假 记载、误导性陈述或重大遗漏。 为真实反映山东东岳有机硅材料股份有限公司(以下简称"公司")的财务 状况、资产价值及经营情况,根据《企业会计准则》及公司会计政策的相关规定, 基于谨慎性原则,公司对合并报表范围内截至2025年6月30日的各类资产进行了 全面清查,对各项资产减值的可能性进行了充分的评估和分析,对存在减值迹象 的资产计提相应减值准备。 一、本年度计提资产减值准备的概述 (一)计提资产减值准备的范围和金额 单位:万元 | 项目 | 期初余额 | 计提 | 收回或转回 | 转销 | 其 他 | 期末余额 | | --- | --- | --- | --- | --- | --- | --- | | 应收账款 | 421.33 | 274.49 | 38.10 | | | 657.72 | | 其他应收款 | 21.63 | | 11.53 | | | 10.10 | | 存货 | 870 ...
东岳硅材(300821) - 2025年半年度非经营性资金占用及其他关联资金往来情况汇总表
2025-08-26 13:01
山东东岳有机硅材料股份有限公司 2025 年半年度非经营性资金占用及其他关联资金往来情况汇总表 单位:万元 非经营性资金占用 资金占用 方名称 占用方与上市 公司的关联关 系 上市公司核算的 会计科目 2025 年期初 占用资金余额 2025 年半年度占 用累计发生金额 (不含利息) 2025 年半年度 占用资金的利息 (如有) 2025 年半年度 偿还累计发生 金额 2025 年半年度 期末占用资金 余额 占用形成 原因 占用性质 控股股东、实际控制人及其附属企业 非经营性占用 小计 - - - - 前控股股东、实际控制人及其附属企 业 非经营性占用 小计 - - - - 其他关联方及附属企业 非经营性占用 小计 总计 - - - - 其它关联资金往来 资金往来 方名称 往来方与上市 公司的关联关 系 上市公司核算的 会计科目 2025 年期初 往来资金余额 2025 年半年度往 来累计发生金额 (不含利息) 2025 年半年度 往来资金的利息 (如有) 2025 年半年度 偿还累计发生 金额 2025 年半年度 期末往来资金 余额 往来形成 原因 往来性质 (经营性往来、非 经营性往来) 控股股东、实际控 ...
东岳硅材:截至2025年8月20日公司股东总户数共计64957户
Zheng Quan Ri Bao Wang· 2025-08-22 11:51
证券日报网讯东岳硅材(300821)8月22日在互动平台回答投资者提问时表示,经查询,截至2025年8月 20日,公司股东总户数(合并普通账户和融资融券信用账户)共计64957户。 ...
东岳硅材:专业从事有机硅材料的研发、生产和销售
Group 1 - The company, Dongyue Silicon Materials, specializes in the research, production, and sales of organic silicon materials, including silicone rubber, silicone oil, silicone resin, fumed silica, and organic silicon intermediates [1] - Silicone oil is widely used in various industries such as textiles, daily chemicals, mechanical processing, chemicals, and electronics, with cooling fluids being a significant application area [1] - Currently, the company does not have any cooling fluid products [1] - The main customer base consists of various downstream processing enterprises of organic silicon products [1]
东岳硅材(300821.SZ):目前暂无冷却液产品
Ge Long Hui· 2025-08-21 07:11
Core Viewpoint - Dongyue Silicon Materials (300821.SZ) specializes in the research, production, and sales of silicone materials, indicating a strong focus on organic silicon products and their applications in various industries [1] Group 1: Company Overview - The company’s main products include silicone rubber, silicone oil, silicone resin, fumed silica, and organic silicon intermediates [1] - Silicone oil is widely used in industries such as textiles, daily chemicals, mechanical processing, chemicals, and electronics [1] - The company currently does not offer cooling liquid products, which is an important application area for silicone oil [1] Group 2: Customer Base - The primary customer base consists of various downstream processing enterprises of organic silicon products [1]
东岳硅材:硅油广泛应用于冷却液等领域,目前暂无冷却液产品
Jin Rong Jie· 2025-08-21 00:59
Core Viewpoint - Dongyue Silicones is primarily engaged in the research, production, and sales of silicone materials, with a focus on various applications including cooling fluids, although it currently does not offer cooling liquid products [1] Group 1: Company Overview - The company specializes in silicone materials, including silicone rubber, silicone oil, silicone resin, fumed silica, and silicone intermediates [1] - Silicone oil is widely used across multiple industries such as textiles, daily chemicals, mechanical processing, chemicals, and electronics [1] Group 2: Product Applications - Cooling liquid is identified as an important application area for silicone oil [1] - The company does not currently have any cooling liquid products available [1] Group 3: Customer Base - The primary customer base consists of various downstream processing enterprises that utilize silicone products [1]
东岳硅材:公司暂无冷却液产品,公司主要客户群体为各类有机硅下游制品加工企业
Mei Ri Jing Ji Xin Wen· 2025-08-21 00:54
Group 1 - The company, Dongyue Silicon Materials, specializes in the research, production, and sales of silicone materials, including silicone rubber, silicone oil, silicone resin, fumed silica, and silicone intermediates [2] - Silicone oil is widely used in various industries such as textiles, daily chemicals, mechanical processing, chemicals, and electronics, with cooling liquid being an important application area [2] - Currently, the company does not have any cooling liquid products and primarily serves downstream processing enterprises of silicone products [2]
反内卷,化工慢牛的宏大叙事
Tebon Securities· 2025-08-20 13:36
Investment Rating - The report maintains an "Outperform" rating for the chemical industry [2] Core Insights - The chemical industry is expected to benefit from anti-involution policies aimed at curbing disorderly competition and eliminating outdated production capacity, which may lead to a recovery in industrial product prices and positively impact PPI and CPI [6][11][17] - The report highlights the significant influence of the energy and chemical sectors on PPI, with their price fluctuations directly affecting overall industrial inflation levels [16] - The industry is under pressure from declining product prices and reduced capacity utilization, leading to a strong demand for anti-involution measures [17] - The current valuation of the chemical industry is at a historical low, providing substantial upside potential as the sector is expected to recover from its cyclical bottom [17][19] Summary by Sections 1. Importance of Inflation Recovery - The report emphasizes that the chemical sector is a crucial lever for inflation recovery, as evidenced by the PPI's continuous decline and the need for policy intervention to combat deflationary pressures [6][11] 2. Reasons to Focus on Chemicals - The energy and chemical sectors account for 25%-30% of PPI, making their price recovery vital for overall inflation [16] - The industry faces significant profitability challenges, with nearly 25% of chemical companies reporting losses in 2024 [17] 3. Paths for Anti-Involution in Chemicals 3.1. Active Approach: Industry Self-Regulation - Certain sub-industries, such as polyester filament and sucralose, are attempting to improve profitability through supply-side collaboration, benefiting from high concentration and low profitability [27][29] - The report identifies key chemical products likely to benefit from self-regulation, including polyester filament, polyester bottle chips, and organic silicon [29][31] 3.2. Passive Approach: Policy-Driven Industry Improvement - The report outlines a dual-track policy framework focusing on optimizing existing capacity and strictly controlling new projects to enhance the competitive landscape [27][31] - Historical experiences suggest that effective policy measures will include phasing out outdated facilities and enforcing stricter environmental regulations [27][31]