Core Viewpoint - The financial performance of Kosi Co., Ltd. (科思股份) has significantly declined in the first three quarters of 2025, with substantial decreases in revenue and net profit compared to the previous year [1][2][3]. Financial Performance Summary - For the first three quarters of 2025, the company reported a revenue of 1.116 billion yuan, a year-on-year decrease of 39.93% [1]. - The net profit attributable to shareholders was 77.93 million yuan, down 84.84% year-on-year [1]. - The net profit after deducting non-recurring gains and losses was 63.45 million yuan, reflecting an 86.75% decline [1]. - The net cash flow from operating activities was 165 million yuan, a decrease of 78.58% compared to the previous year [1]. Yearly Comparison - In 2024, the total revenue was 2.276 billion yuan, down 5.16% from 2023 [3]. - The net profit attributable to shareholders for 2024 was 562 million yuan, a decrease of 23.33% year-on-year [3]. - The net profit after deducting non-recurring gains and losses for 2024 was 530 million yuan, down 25.89% from the previous year [3]. - The net cash flow from operating activities for 2024 was 823 million yuan, showing a growth of 3.08% compared to 2023 [3]. Fundraising and Financial Structure - Kosi Co., Ltd. raised a total of 862 million yuan from its initial public offering, with a net amount of 785 million yuan after expenses [4]. - The funds were allocated for various projects, including 430 million yuan for a high-end daily-use fragrance raw materials project and 200 million yuan for repaying bank loans [4]. - The company also issued convertible bonds in 2023, raising approximately 724 million yuan, netting around 719 million yuan after fees [4].

Core Insights - The article highlights the top-performing stocks in the S&P China A-Share Dividend Opportunity Index, showcasing significant daily and year-to-date gains along with dividend yields [1] Group 1: Stock Performance - The top stock, Su Yan Jing Shen (603299 SH), experienced a daily increase of 5.93% and a year-to-date increase of 15.78%, with a dividend yield of 3.60% [1] - Dai Mei Co., Ltd. (603730.SH) saw a daily rise of 4.43% and a year-to-date rise of 14.15%, with a dividend yield of 3.57% [1] - China Steel International (000928.SZ) reported a daily increase of 4.27% and a year-to-date increase of 12.30%, with a dividend yield of 4.38% [1] - Jiangyin Bank (002807.SZ) had a daily increase of 3.56% and a year-to-date increase of 25.93%, with a dividend yield of 3.82% [1] - China National Offshore Oil Corporation (600938.SH) increased by 3.51% daily but has a year-to-date decline of 3.50%, with a dividend yield of 4.69% [1] Group 2: Additional Notable Stocks - Agricultural Bank of China (601288.SH) showed a daily increase of 2.67% and a remarkable year-to-date increase of 58.31%, with a dividend yield of 2.99% [1] - Jiufeng Energy (605090 SH) had a daily rise of 2.60% and a year-to-date rise of 24.16%, with a dividend yield of 3.37% [1] - Youfa Group (601686.SH) reported a daily increase of 2.57% and a year-to-date increase of 31.09%, with a dividend yield of 4.25% [1] - Gujia Home Furnishing (603816.SH) increased by 2.36% daily and 16.31% year-to-date, with a dividend yield of 4.54% [1] - CITIC Bank (601998 SH) had a daily increase of 2.32% and a year-to-date increase of 15.81%, with a dividend yield of 4.41% [1]

Core Viewpoint - The company 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 1.116 billion yuan, representing a year-on-year decrease of 39.93% [1] - The net profit attributable to shareholders was 77.9347 million yuan, down 84.84% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 63.4519 million yuan, a decrease of 86.75% year-on-year [1] - The basic earnings per share were 0.1638 yuan [1]

Group 1 - The core point of the article is that Kesi Co., Ltd. (SZ 300856) announced the convening of its fourth board meeting on October 22, 2025, to review various proposals, including amendments to the board meeting rules [1] - For the first half of 2025, Kesi Co., Ltd. reported that its revenue composition was entirely from fine chemicals, accounting for 100.0% [1] - As of the time of reporting, Kesi Co., Ltd. has a market capitalization of 6.6 billion yuan [1]

Core Viewpoint - The company reported a significant decline in both revenue and net profit for the third quarter, indicating potential challenges in its financial performance moving forward [1] Financial Performance - The company's operating revenue for the first three quarters was 1.116 billion yuan, representing a year-on-year decrease of 39.93% [1] - The net profit attributable to shareholders for the same period was 77.93 million yuan, down 84.84% year-on-year [1] - The net profit after deducting non-recurring gains and losses was 63.45 million yuan, reflecting a year-on-year decline of 86.75% [1]

证券代码：300856 证券简称：科思股份 公告编号：2025-056 债券代码：123192 债券简称：科思转债 南京科思化学股份有限公司 关于变更注册资本并修改《公司章程》及相关制度的 公告 公司 2023 年度股东大会审议通过了《2023 年度利润分配及资本 公积转增股本预案》，以资本公积转增股本方式向全体股东每 10 股转 增 10 股，共计增加股本 169,339,727 股；公司第三届董事会第十九 次会议和第三届监事会第十六次会议审议通过了《关于 2023 年限制 性股票激励计划首次授予部分第一个归属期符合归属条件的议案》， 公司 2023 年限制性股票激励计划首次授予部分第一个归属期归属股 份合计 885,600 股已完成归属并上市流通，公司总股本相应增加 885,600 股；公司 2024 年度股东大会审议通过了《2024 年度利润分 配预案》，以资本公积转增股本方式向全体股东每 10 股转增 4 股，共 计增加股本 135,910,586 股；公司发行的可转换公司债券"科思转债" 自 2023 年 10 月 19 日进入转股期，截至 2025 年 9 月 30 日，"科思转 债"累计转股 2 ...

证券代码：300856 证券简称：科思股份 公告编号：2025-057 债券代码：123192 债券简称：科思转债 南京科思化学股份有限公司 关于召开 2025 年第一次临时股东会的通知 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、召开会议的基本情况 1、会议届次：2025 年第一次临时股东会。 2、会议召集人：公司董事会。 3、会议召开的合法、合规性：南京科思化学股份有限公司（以 下简称"公司"）第四届董事会第四次会议审议通过了《关于提请召 开公司 2025 年第一次临时股东会的议案》，本次股东会的召集、召开 程序符合有关法律、行政法规、部门规章、规范性文件和《公司章程》 的规定。 4、会议召开的日期、时间： （1）现场会议召开时间：2025 年 11 月 17 日（星期一）下午 14:30。 （2）网络投票的时间： （2）网络投票：公司将通过深圳证券交易所交易系统和互联网 投票系统向公司股东提供网络投票平台，公司股东可以在上述网络投 票时间内通过上述系统行使表决权； （3）同一表决权只能选择现场表决或网络投票中的一种方式， 不能重复投票；若同一表决 ...

一、监事会会议召开情况 南京科思化学股份有限公司（以下简称"公司"）第三届监事会 第二十二次会议于 2025 年 10 月 22 日以现场结合通讯方式召开，会 议通知已于 2025 年 10 月 17 日以通讯方式通知了全体监事。会议应 出席监事 3 名，实际出席监事 3 名。会议由监事会主席刘建生先生主 持，公司董事会秘书列席了本次会议。 本次监事会会议的召集、召开和表决程序符合有关法律、行政法 规、部门规章、规范性文件和《公司章程》的规定。 二、监事会会议审议情况 证券代码：300856 证券简称：科思股份 公告编号：2025-054 债券代码：123192 债券简称：科思转债 南京科思化学股份有限公司 第三届监事会第二十二次会议决议公告 本公司及监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。 综上，公司总股本由 169,320,000 股变更为 475,687,126 股，注 册资本相应由 169,320,000.00 元变更为 475,687,126.00 元。同时， 为了进一步完善公司治理结构，促进公司规范运作，根据《中华人民 共和国公司法》《上市公司章程指 ...

证券代码：300856 证券简称：科思股份 公告编号：2025-053 债券代码：123192 债券简称：科思转债 南京科思化学股份有限公司 第四届董事会第四次会议决议公告 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。 一、董事会会议召开情况 南京科思化学股份有限公司（以下简称"公司"）第四届董事会 第四次会议于 2025 年 10 月 22 日以现场结合通讯方式召开，会议通 知已于 2025 年 10 月 17 日以通讯方式通知了全体董事。会议应出席 董事 9 名，实际出席董事 9 名（其中 1 名董事以通讯方式出席）。会 议由董事长周旭明先生主持，公司其他高级管理人员列席了本次会议。 公司 2023 年度股东大会审议通过了《2023 年度利润分配及资本 公积转增股本预案》，以资本公积转增股本方式向全体股东每 10 股转 增 10 股，共计增加股本 169,339,727 股；公司第三届董事会第十九 次会议和第三届监事会第十六次会议审议通过了《关于 2023 年限制 性股票激励计划首次授予部分第一个归属期符合归属条件的议案》， 公司 2023 年限制性股票 ...

南京科思化学股份有限公司 2025 年第三季度报告 | 证券代码：300856 | 证券简称：科思股份 公告编号：2025-055 | | --- | --- | | 债券代码：123192 | 债券简称：科思转债 | 南京科思化学股份有限公司 2025 年第三季度报告 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。 重要内容提示： 1、董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、 准确、完整，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的 法律责任。 2、公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员) 声明：保证季度报告中财务信息的真实、准确、完整。 3、第三季度报告是否经过审计 □ 是 否 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □ 是 否 | | 本报告期 | 本报告期比上年同 | 年初至报告期末 | 年初至报 告期末比 | | --- | --- | --- | --- | --- | | | | 期增减 | | 上年同期 | | | | | | 增减 | | ...