每经AI快讯，有投资者在投资者互动平台提问：你司涂料行业今年大环境如何，高端涂料符合最新政 策支持的要求吗？ 双乐股份（301036.SZ）10月10日在投资者互动平台表示，尊敬的投资者您好，公司颜料产品主要应用 于油墨、塑料、涂料等领域。公司产品下游行业总体保持稳定发展态势，产品应用符合国家产业政策要 求。感谢关注！ （文章来源：每日经济新闻） ...

双乐股份（301036.SZ）10月10日在投资者互动平台表示，尊敬的投资者您好，公司的PCB颜料下游客 户主要为油墨色浆生厂商。用于面板的颜料尚在与下游共同研发中。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：光刻胶主要客户有哪些？ ...

格隆汇10月10日丨双乐股份(301036.SZ)在投资者互动平台表示，公司的PCB颜料下游客户主要为油墨色 浆生厂商。用于面板的颜料尚在与下游共同研发中。 ...

资料显示，双乐颜料股份有限公司位于江苏省泰州市兴化市戴南镇人民路958号，成立日期1994年11月 28日，上市日期2021年7月29日，公司主营业务涉及酞菁系列及铬系颜料的研发、生产、销售。主营业 务收入构成为：酞菁颜料73.45%，铬系颜料16.25%，颜料紫4.91%，铜酞菁2.93%，其他2.45%。 截至6月30日，双乐股份股东户数1.56万，较上期减少9.43%；人均流通股4525股，较上期增加10.41%。 2025年1月-6月，双乐股份实现营业收入7.48亿元，同比减少8.44%；归母净利润4476.34万元，同比减少 32.95%。 分红方面，双乐股份A股上市后累计派现1.78亿元。近三年，累计派现9800.00万元。 责任编辑：小浪快报 10月9日，双乐股份跌0.95%，成交额6568.11万元。两融数据显示，当日双乐股份获融资买入额757.65 万元，融资偿还797.22万元，融资净买入-39.58万元。截至10月9日，双乐股份融资融券余额合计 9492.68万元。 融资方面，双乐股份当日融资买入757.65万元。当前融资余额9492.68万元，占流通市值的2.84%，融资 余额低于近一 ...

证券日报网讯双乐股份（301036）9月26日在互动平台回答投资者提问时表示，公司的汽车用颜料的下 游客户主要为汽车漆生产厂商和色浆生产厂商。 ...

Core Viewpoint - The financial performance of Shuangle Co., Ltd. (301036) for the first half of 2025 shows a significant decline in revenue and profit compared to the previous year, indicating potential challenges in the company's operations and financial health [1]. Financial Performance Summary - Total revenue for the first half of 2025 was 748 million yuan, a decrease of 8.44% year-on-year [1]. - Net profit attributable to shareholders was 44.76 million yuan, down 32.95% year-on-year [1]. - In Q2 2025, total revenue was 362 million yuan, reflecting a 20.12% decline year-on-year, while net profit was 22.87 million yuan, a decrease of 52.5% [1]. - The gross margin was 15.89%, down 3.56% year-on-year, and the net margin was 5.98%, down 26.77% year-on-year [1]. - Total expenses (selling, administrative, and financial) amounted to 32.11 million yuan, representing 4.29% of revenue, an increase of 20.84% year-on-year [1]. - Earnings per share decreased to 0.45 yuan, down 32.84% year-on-year, and operating cash flow per share was -0.2 yuan, a decline of 118.3% [1]. Balance Sheet and Cash Flow Summary - Cash and cash equivalents decreased by 53.82% due to reduced bank deposits and discounting of bank bills [3]. - Inventory increased by 4.81% due to a rise in stock of goods [3]. - Construction in progress decreased by 57.06% as projects were completed [4]. - Contract liabilities increased by 38.3% due to higher prepayments from customers [4]. - Accounts receivable financing rose by 76.1% due to an increase in bank acceptance bills [4]. - Other receivables surged by 235.62%, indicating a rise in miscellaneous receivables [4]. - The net cash flow from operating activities decreased by 118.3%, attributed to reduced cash receipts from sales [6]. Operational Insights - The company's return on invested capital (ROIC) was 7.59%, indicating average capital returns, with a historical median ROIC of 8.36% since its listing [6]. - The net profit margin for the previous year was 7.66%, suggesting average value addition from products or services [6]. - The accounts receivable to net profit ratio reached 212.88%, highlighting potential liquidity concerns [7].

Core Insights - In August 18, 2023, 18 companies released their semi-annual reports for 2025, with 10 companies reporting a year-on-year increase in net profit, while 8 companies experienced a decline [1] - 14 companies reported a year-on-year increase in operating revenue, whereas 4 companies saw a decrease [1] - Among the companies, 10 had both net profit and operating revenue growth, while 4 had declines in both metrics [1] - Notably, 4 companies experienced a doubling of their performance growth, with Shengnong Development showing the highest increase at 791.93% [1] Company Performance Summary - Shengnong Development (002299): - Earnings per share: 0.7382 - Net profit: 91,024.96 million - Net profit growth: 791.93% - Operating revenue: 885,640.52 million - Operating revenue growth: 0.22% [1] - Xiaoming Co., Ltd. (300967): - Earnings per share: 0.9928 - Net profit: 18,472.13 million - Net profit growth: 733.34% - Operating revenue: 75,181.40 million - Operating revenue growth: 93.65% [1] - Guangli Micro (301095): - Earnings per share: 0.0796 - Net profit: 1,568.42 million - Net profit growth: 518.42% - Operating revenue: 24,593.73 million - Operating revenue growth: 43.17% [1] - Sifangguang Electric (688665): - Earnings per share: 0.8400 - Net profit: 8,412.38 million - Net profit growth: 103.41% - Operating revenue: 50,790.40 million - Operating revenue growth: 49.36% [1] - Huayou Cobalt (603799): - Earnings per share: 1.6100 - Net profit: 271,093.61 million - Net profit growth: 62.26% - Operating revenue: 3,719,651.41 million - Operating revenue growth: 23.78% [1] - Other companies with declines in performance include: - Sanxia New Materials (600293): - Net profit: -2,699.30 million - Net profit decline: -182.33% - Operating revenue: 62,546.45 million - Operating revenue decline: -28.01% [1]

Core Insights - Shuangle Co., Ltd. (301036.SZ) released its semi-annual report for 2025 on August 18, 2025, indicating a total of 5 institutional investors holding shares, amounting to 15.13% of the total share capital [1] Institutional Holdings - As of August 17, 2025, institutional investors collectively held 15.13% of Shuangle's A-shares, totaling 15,128,200 shares [1] - The institutional investors include Tai Zhou Tong Ying Investment Management Center (Limited Partnership), Tai Zhou Shared Investment Management Center (Limited Partnership), Tai Zhou Gong Ying Investment Management Center (Limited Partnership), Tai Zhou Shuang Ying Investment Management Center (Limited Partnership), and E Fund Yi Bai Intelligent Quantitative Strategy Mixed A [1] - Compared to the previous quarter, the total institutional holding percentage increased by 0.03 percentage points [1] Public Fund Involvement - During this reporting period, one new public fund was disclosed, which is E Fund Yi Bai Intelligent Quantitative Strategy Mixed A [1]

Core Viewpoint - Shuangle Co., Ltd. reported a decline in both revenue and net profit for the first half of 2025, indicating potential challenges in its financial performance [1] Financial Performance - The company's operating revenue for the first half of 2025 was 748 million yuan, a year-on-year decrease of 8.44% [1] - The net profit attributable to shareholders of the listed company was 44.76 million yuan, reflecting a year-on-year decrease of 32.95% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 44.57 million yuan, down 27.17% year-on-year [1] - Basic earnings per share were reported at 0.45 yuan [1]

Core Insights - Shuangle Co., Ltd. (301036.SZ) reported a revenue of 748 million yuan for the first half of 2025, representing a year-on-year decrease of 8.44% [1] - The net profit attributable to shareholders of the listed company was 44.76 million yuan, down 32.95% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 44.57 million yuan, a decrease of 27.17% year-on-year [1] - The basic earnings per share stood at 0.45 yuan [1]