Core Insights - Ningbo Color Masterbatch experienced a 1.21% increase in stock price, closing at 16.71 yuan on September 5, with three block trades totaling 890,300 shares and a transaction value of 11.91 million yuan [1] Trading Activity - The first block trade occurred at a price of 13.38 yuan for 370,100 shares, amounting to 4.95 million yuan, with a discount rate of -19.93%. The buyer was China Galaxy Securities Co., Ltd. Ningbo Ningchuan Road Securities Branch, and the seller was China International Capital Corporation Ningbo Haiyan North Road Securities Branch [1] - The second block trade also took place at 13.38 yuan for 260,100 shares, totaling 3.48 million yuan, with the same discount rate of -19.93%. The buyer was Zhejiang Merchants Securities Co., Ltd. Ningbo Fenghua Nanshan Road Securities Branch, and the seller was the same as the first trade [1] - The third block trade matched the previous prices and volumes, with 260,100 shares traded at 13.38 yuan, resulting in a transaction value of 3.48 million yuan and a discount rate of -19.93%. The buyer was Xinda Securities Co., Ltd. Ningbo Branch, with the same seller [1] Recent Performance - Over the past three months, the stock has recorded three block trades with a total transaction value of 11.91 million yuan. In the last five trading days, the stock has declined by 3.41%, with a net outflow of 4.63 million yuan in principal funds [1]

Core Viewpoint - Ningbo Color Master announced a decrease in the number of shareholders and a decline in stock price, despite an increase in net profit for the first half of the year [2]. Group 1: Shareholder and Stock Performance - As of August 31, the number of shareholders for Ningbo Color Master was 10,050, a decrease of 684 from the previous period (August 20), representing a decline of 6.37% [2]. - The closing price of Ningbo Color Master was 16.51 yuan, up 0.73%, but the stock price has cumulatively decreased by 10.22% since the concentration of shares began, with 3 days of increase and 8 days of decrease [2]. Group 2: Financing and Margin Data - As of September 3, the latest margin trading balance for the stock was 70.9868 million yuan, with the financing balance also at 70.9868 million yuan. The financing balance decreased by 319,300 yuan during the concentration period, a decline of 0.45% [2]. Group 3: Financial Performance - For the first half of the year, Ningbo Color Master reported total operating revenue of 219 million yuan, a year-on-year decrease of 7.95%. The net profit was 52.0139 million yuan, an increase of 10.50% year-on-year, with basic earnings per share at 0.3100 yuan and a weighted average return on equity of 4.65% [2].

证券代码：301019 证券简称：宁波色母 公告编号：2025-042 2 近日，公司收到黄润园投资出具的《关于股份减持计划进展情况的告知函》， 获悉其在 2025 年 8 月 27 日通过集中竞价交易的方式合计减持公司股份 26,700 股，本次变动触及 1%的整数倍。现将具体情况公告如下： | 1.基本情况 | | | --- | --- | | 信息披露义务人一 | 任卫庆 | | 住所 | 浙江省宁波市鄞州区****** | | 信息披露义务人二 | 宁波黄润园股权投资合伙企业（有限合伙） | 1 | 住所 | | | 浙江省宁波市鄞州区潘火街道金辉西路168号5幢302室 | | | | | --- | --- | --- | --- | --- | --- | --- | | 权益变动时间 | | 2025年8月27日 | | | | | | 股票简称 | | 宁波色母 | 股票代码 | | 301019 | | | 变动方向 | | 上升□ 下降 | 一致行动人 | | 有 无□ | | | 或实际控制人 | 是否为第一大股东 | | 是 | 否□ | | | | 2.本次权益变动情况 | ...

Core Viewpoint - Ningbo Color Masterbatch Co., Ltd. reported a stable business performance with a revenue of 219 million yuan and a net profit of 51.39 million yuan for the first half of 2025, reflecting a year-on-year growth of 10.50% in net profit [1] Group 1: Financial Performance - The company achieved an operating income of 219 million yuan and a net profit attributable to shareholders of 51.39 million yuan, representing a year-on-year increase of 10.50% [1] - The net profit after deducting non-recurring gains and losses was 43.21 million yuan, showing a year-on-year growth of 6.20% [1] - Research and development expenses amounted to 8.08 million yuan, accounting for 3.68% of operating income, ensuring continuous innovation capability [1] Group 2: Business Strategy and Operations - The company maintains strategic focus and relies on a solid foundation in the plastic color masterbatch sector, which is the main driver of its performance [1] - It adopts an independent research and development model with multiple core technologies and intellectual property rights [1] - The company emphasizes a customer-tailored order model, optimizing product structure and enhancing core competitiveness [1] Group 3: Industry Position and Product Offering - Ningbo Color Masterbatch specializes in the research, production, sales, and technical services of color masterbatches, providing customized plastic coloring products [2] - Its products are widely used in various industries, including electronics, daily necessities, food and beverage, chemicals, construction materials, agriculture, automotive, and medical sectors [2] - The company has established long-term stable partnerships with numerous well-known enterprises and has become one of the leading suppliers of plastic color masterbatches in China [2]

Core Insights - Ningbo Color Masterbatch (301019.SZ) reported a total operating revenue of 219 million yuan for the first half of 2025, with a net profit attributable to shareholders of 52.01 million yuan, marking a year-on-year increase of 10.50% [1] - The company achieved a net cash inflow from operating activities of 47.22 million yuan, reflecting a significant year-on-year increase of 59.35% [1] Financial Performance - The latest asset-liability ratio stands at 16.01%, ranking 4th among disclosed peers [3] - The gross profit margin is reported at 36.64%, ranking 6th among peers, with a year-on-year increase of 4.34 percentage points [3] - Return on equity (ROE) is at 4.94%, ranking 16th among peers, with a year-on-year increase of 0.62 percentage points [3] - The diluted earnings per share (EPS) is 0.31 yuan, reflecting a year-on-year increase of 10.71% [3] - Total asset turnover is reported at 0.18 times, and inventory turnover is at 2.20 times [3] Shareholder Structure - The number of shareholders is 9,980, with the top ten shareholders holding 94.71 million shares, accounting for 56.38% of the total share capital [3] - The largest shareholder, Ren Weiqing, holds 29.85% of the shares [3]

Group 1 - The company's operating revenue for the first half of 2025 is 219 million yuan, representing a year-on-year decrease of 7.95% [2] - The net profit attributable to shareholders of the listed company is 52.01 million yuan, showing a year-on-year increase of 10.50% [2] - The net profit attributable to shareholders after deducting non-recurring gains and losses is 43.21 million yuan, which is a year-on-year increase of 6.20% [2] - The basic earnings per share is 0.31 yuan [2]

Group 1 - The company reported a revenue of 219 million yuan for the first half of 2025, representing a year-on-year decrease of 7.95% [1] - The net profit attributable to shareholders of the listed company was 52.01 million yuan, showing a year-on-year increase of 10.50% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 43.21 million yuan, reflecting a year-on-year growth of 6.20% [1] - The basic earnings per share were 0.31 yuan [1]

宁波色母粒股份有限公司 2025 年 1-6 月 非经营性资金占用及其他关联资金往来情况汇总表 单位：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 | 上市公司核算的 | 2025 年期初占用 | 2025 年 1-6 月占 | 2025 年 | 1-6 月偿 | 2025年1-6月期末占 | 占用形成原因 | 占用性质 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 会计科目 | 资金余额 | 用累计发生金额 | | 还累计发生金额 | 用资金余额 | | | | | | | 联关系 | | | | | | | | | | | 控股股东、实际控制人 | 无 | 无 | 无 | 无 | 无 | 无 | | 无 | 无 | 非经营性占用 | | | 及其附属企业 | | | | | | | | | | | | | 小计 | - | - | - | | | | | | - | - | | | 前控股股东、实际控制 | 无 | 无 | 无 | 无 | 无 | 无 | ...

证券代码：301019 证券简称：宁波色母 公告编号：2025-041 宁波色母粒股份有限公司 关于公司 2025 年半年度募集资金存放与使用情况的专项报告的 公告 本公司及董事会全体成员保证公告内容真实、准确和完整，无虚假记载、 误导性陈述或重大遗漏。 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股票上市规则》、《上市公司监管指引第 2 号— —上市公司募集资金管理和使用的监管要求》等有关规定，现将宁波色母粒股份 有限公司（以下简称"公司"或"宁波色母"）《2025 年半年度募集资金存放与使 用情况的专项报告》如下： 一、募集资金基本情况 （一）实际募集资金金额、资金到位情况 根据中国证券监督管理委员会《关于同意宁波色母粒股份有限公司首次公开 发行股票注册的批复》（证监许可[2021]1866 号），公司获准公开发行 2,000.00 万 股人民币普通股，本次发行不涉及发行人原有股东公开发售股票。本次发行价格 为 28.94 元/股，募集资金总额为 57,880.00 万元，扣除发行费用后募集资金净额 为 51,054.96 万元。上述募集资金于 ...

证券代码：301019 证券简称：宁波色母 公告编号：2025-038 （一）审议通过《关于公司<2025 年半年度报告>及摘要的议案》 经审议，监事会全体成员一致认为公司 2025 年半年度报告真实、准确、完 整地反映了公司 2025 年半年度的财务状况和经营成果，不存在虚假记载、误导 性陈述和重大遗漏，披露的信息真实、准确、完整。 表决结果：3 票同意，0 票反对，0 票弃权。 宁波色母粒股份有限公司 第二届监事会第十九次会议决议公告 本公司及监事会全体成员保证公告内容真实、准确和完整，无虚假记载、 误导性陈述或重大遗漏。 一、监事会会议召开情况 宁波色母粒股份有限公司（以下简称"公司"）第二届监事会第十九次会议 于 2025 年 8 月 26 日（星期二）在公司会议室以现场的方式召开。会议通知已于 2025 年 8 月 16 日通过邮件的方式送达各位监事。本次会议应出席监事 3 人，实 际出席监事 3 人。 会议由监事会主席张旭波主持，公司部分高级管理人员列席会议。会议召开 符合有关法律、法规、规章和《公司章程》的规定。出席会议的监事对各项议案 进行了认真审议并做出了如下决议： 二、监事会会议审议情况 ...