证券代码：301035 证券简称：润丰股份 公告编号：2025-058 山东潍坊润丰化工股份有限公司 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。 1.董事会及董事、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.第三季度财务会计报告是否经过审计 □是 否 1 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 重要内容提示： □是 否 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末 | 年初至报告期末比上 | | --- | --- | --- | --- | --- | | | | 增减 | 年同期增减 | | | 营业收入（元） | 4,380,677,448.62 | 6.76% | 10,911,452,781.83 | 11.51% | | 归属于上市公司股东 | 334,130,25 ...

Group 1 - The core point of the news is that Runfeng Co., Ltd. experienced a stock price decline of 5.44%, with a current share price of 77.32 yuan and a total market capitalization of 21.709 billion yuan [1] - Runfeng Co., Ltd. is primarily engaged in the research, production, and sales of pesticide raw materials and formulations, with its main revenue sources being herbicides (72.04%), insecticides (16.26%), fungicides (10.33%), and others (1.14%) [1] - The company is located in Jinan, Shandong Province, and was established on June 23, 2005, with its listing date on July 28, 2021 [1] Group 2 - According to data, a fund under China International Capital Corporation (CICC) holds a significant position in Runfeng Co., Ltd., with the CICC Selected Stock A fund holding 221,100 shares, accounting for 4.97% of the fund's net value [2] - The CICC Selected Stock A fund has reported a floating loss of approximately 983,900 yuan as of the latest data [2] - The fund was established on June 30, 2025, with a current scale of 256 million yuan and a cumulative return of 26.79% since inception [2] Group 3 - The fund manager of CICC Selected Stock A is Gao Mao, who has been in the position for 2 years and 291 days, managing a total asset scale of 913 million yuan [3] - During Gao Mao's tenure, the best fund return achieved was 31.37%, while the worst return was -1% [3]

Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Viewpoints - The basic chemical industry is facing short-term challenges due to renewed US-China trade disputes, which have raised concerns about demand and led to a significant drop in international oil prices, with Brent crude oil prices falling by 4.8% [8] - Despite short-term pressures, the long-term outlook for the petrochemical industry remains positive, as high tariffs from trade disputes are unlikely to have a lasting impact, and domestic companies have gained valuable experience in navigating such challenges [8] - The green low-carbon sector is expected to become a new industry trend, with significant market potential for green methanol, bio-aviation fuel, and green polyester, which are anticipated to achieve rapid growth as they align with sustainable development goals [8] Summary by Sections Investment Recommendations and Targets - The report recommends buying shares of Wan Kai New Materials (301216) for its leading position in the green polyester industry. Other recommended stocks include: - Runfeng Co., Ltd. (301035) - Guoguang Co., Ltd. (002749) - Hailier (603639) - Sinopec (600028) - Hengli Petrochemical (600346) - Rongsheng Petrochemical (002493) - Wanhua Chemical (600309) - Huayi Group (600623) [3]

Group 1 - The company, Runfeng Co., announced its first share repurchase plan through a special securities account via centralized bidding on November 15, 2024 [2] - As of October 10, 2025, the company has completed the repurchase plan, acquiring a total of 2,497,945 shares [2] - The repurchased shares account for 0.89% of the company's current total share capital [2]

Core Viewpoint - Runfeng Co., Ltd. has repurchased a total of 2,497,945 shares, representing 0.89% of the company's total share capital, with a total expenditure of approximately RMB 124.82 million [1] Summary by Categories Share Repurchase Details - The repurchase was conducted through a dedicated securities account via centralized bidding [1] - The highest transaction price was RMB 51.50 per share, while the lowest was RMB 46.96 per share [1] - The total amount paid for the repurchase, excluding transaction fees, was RMB 124,815,120.34 [1]

Core Viewpoint - The company has repurchased a total of 2.4979 million shares, representing 0.89% of its current total share capital, with a total expenditure of 125 million yuan, aimed at implementing an equity incentive plan [1] Summary by Relevant Sections - **Share Repurchase Details** - The company has conducted a share repurchase through centralized bidding, acquiring 2.4979 million shares [1] - This repurchase accounts for 0.89% of the company's total share capital [1] - The total amount spent on the repurchase is 125 million yuan [1] - **Purpose of Repurchase** - All repurchased shares will be used for the implementation of an equity incentive plan [1]

证券代码：301035 证券简称：润丰股份 公告编号：2025-057 山东潍坊润丰化工股份有限公司 关于股份回购结果暨股份变动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 山东潍坊润丰化工股份有限公司（以下简称"公司"）于 2024 年 11 月 4 日召开了第四届董事会第二十三次会议，逐项审议通过了《关于回购公司股份方 案的议案》，同意公司使用自有资金及股票回购专项贷款资金以集中竞价交易方 式回购股份，回购的股份将全部用于实施股权激励计划。本次回购金额为不低于 人民币 6,500.00 万元（含本数）且不超过人民币 13,000.00 万元（含本数）， 回购价格上限为 59.24 元/股（调整后），具体回购股份的数量以回购结束时实 际回购的股份数量为准。具体内容详见公司于 2024 年 11 月 4 日及 2024 年 11 月 11 日在巨潮资讯网（www.cninfo.com.cn）披露的《关于回购公司股份方案暨 取得金融机构股票回购专项贷款的公告》（2024-060）及《回购股份报告书》 （2024-064）。 截至 2025 年 10 月 ...

证券代码：301035 证券简称：润丰股份 公告编号：2025-056 山东潍坊润丰化工股份有限公司 关于回购公司股份进展的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 重要内容提示 | 回购方案首次披露日 | 2024 年 11 月 4 日 | | | | --- | --- | --- | --- | | 回购方案实施期限 | | 自董事会审议通过本次回购股份方案之日起 | 12 个 | | | 月内 | | | | 预计回购金额 | 拟使用不低于人民币 不超过人民币 13,000.00 及股票回购专项贷款资金 | 6,500.00 | 万元（含本数）且 万元（含本数）自有资金 | | 回购用途 | 用于股权激励计划 | | | | 累计已回购股数 | 2,497,945 股 | | | | 累计已回购股数占总股本比例 | 0.89% | | | | 累计已回购金额 | 124,815,120.34 元 | | | | 实际回购价格区间 | 46.96 元/股~51.50 元/股 | | | 山东潍坊润丰化工股份有限公司（以下简称"公司"）根据《上 ...

Core Viewpoint - Runfeng Co., Ltd. has shown significant growth in revenue and net profit, indicating strong operational performance in the agricultural chemical sector [2]. Financing and Trading Activity - On October 9, Runfeng Co., Ltd. experienced a slight decline of 0.16% in stock price, with a trading volume of 170 million yuan [1]. - The company had a financing buy-in amount of 10.52 million yuan and a net financing buy of 1.08 million yuan on the same day [1]. - The total financing and securities balance reached 205 million yuan, with the financing balance accounting for 0.91% of the circulating market value, indicating a high level of financing activity [1]. Business Performance - For the first half of 2025, Runfeng Co., Ltd. reported a revenue of 6.531 billion yuan, reflecting a year-on-year growth of 14.94% [2]. - The net profit attributable to shareholders reached 556 million yuan, marking a substantial increase of 205.62% compared to the previous year [2]. Shareholder and Dividend Information - Since its A-share listing, Runfeng Co., Ltd. has distributed a total of 1.371 billion yuan in dividends, with 992 million yuan distributed over the past three years [3]. - As of June 30, 2025, the number of shareholders increased to 6,828, while the average circulating shares per person decreased by 18.12% to 41,058 shares [2][3]. Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders included notable funds, with some experiencing changes in their holdings [3]. - For instance, the "Jiaoyin Trend Mixed A" fund reduced its holdings by 494,200 shares, while "Jiaoyin Qicheng Mixed A" increased its holdings by 691,200 shares [3].

Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Viewpoints - The "Stabilizing Growth Work Plan" for the petrochemical industry has raised expectations, focusing on enhancing technological innovation, expanding effective investment, and fostering market demand [8] - The green low-carbon industry, particularly green polyester, is expected to experience rapid growth due to new technologies and significant market potential [8] Summary by Sections Investment Recommendations and Targets - The report favors companies that have strategically positioned themselves in the green polyester sector, such as Wankai New Materials (301216, Buy). Other recommended stocks include Sinopec (600028, Buy), Hengli Petrochemical (600346, Buy), Rongsheng Petrochemical (002493, Buy), Wanhua Chemical (600309, Buy), and Huayi Group (600623, Buy). Additionally, companies in the pesticide formulation segment like Runfeng Co., Ltd. (301035, Buy), Guoguang Co., Ltd. (002749, Buy), and Hailier (603639, Buy) are also highlighted [3] Industry Overview - The petrochemical industry is currently facing significant oversupply, making rapid recovery through market-driven policies challenging. However, the long-term outlook for the industry is improving, with lower valuations for leading chemical stocks providing good investment opportunities [8] - The green low-carbon sector, including green methanol, bio-aviation fuel, and green polyester, is gaining market attention due to its vast market space and the need for sustainable development. Companies that capitalize on these trends are expected to achieve rapid growth [8] Recent Developments - The recent "Stabilizing Growth Work Plan" emphasizes controlling new refining capacity and supporting key products in electronic chemicals and high-end polyolefins, while also fostering new application scenarios in emerging fields like renewable energy and low-altitude economy [8]