Core Insights - The company reported a total operating revenue of 926 million yuan for the first half of 2025, a year-on-year decrease of 17.23% [1] - The net profit attributable to shareholders was 8.59 million yuan, an increase of 136.26% year-on-year [1] - The company’s gross profit margin improved to 12.84%, up 15.3% year-on-year [2] Financial Performance - The net profit margin reached 0.94%, reflecting a significant increase of 144.61% year-on-year [2] - Operating cash flow per share was 0.46 yuan, showing a growth of 135.2% [2] - The company’s total liabilities increased slightly to 12.87 billion yuan, a rise of 0.71% [3] Revenue Composition - Revenue from construction emulsions was 508 million yuan, accounting for 54.83% of total revenue, with a gross margin of 11.62% [4] - Domestic sales contributed 875 million yuan, representing 94.46% of total revenue, with a gross margin of 12.43% [4] - The gross margin for foreign sales was notably higher at 19.89% [4] Cash Flow and Debt Management - The net cash flow from operating activities increased by 134.95% due to improved management of accounts receivable [5] - The company reduced capital expenditures and received proceeds from the disposal of subsidiary equity, leading to a 127.8% increase in net cash flow from investing activities [5] - The liquidity ratio decreased to 0.8, indicating a decline in short-term debt repayment capacity [3] Future Outlook - The company is positioned to benefit from environmental policy support and growing market demand for water-based acrylic emulsions, with potential for market share expansion [6] - Close monitoring of cash flow and debt levels is essential for maintaining financial health [6]

Group 1 - The pension funds have increased their presence in the secondary market, appearing in the top ten circulating shareholders of eight stocks by the end of Q2, with five new entries and two increases in holdings [1] - The total shareholding amount of pension accounts in these stocks is 57 million shares, with a total market value of 1.375 billion yuan [1] - The largest holding is in Hongfa Co., Ltd. (600885), with pension funds holding 28.22 million shares, making them the seventh and ninth largest shareholders [1] Group 2 - The pension accounts have a significant presence in the stock market, with six of their heavy-weight stocks also having social security funds as shareholders [2] - The longest-held stock by pension accounts is Rongzhi Rixin, which has appeared in the top ten shareholders for six consecutive reporting periods, holding 3.5 million shares [2] - The performance of the stocks held by pension accounts shows that eight companies reported profit growth in their semi-annual reports, with Rongzhi Rixin achieving a net profit of 14.24 million yuan, a year-on-year increase of 2063.42% [3] Group 3 - The distribution of stocks held by pension accounts includes five from the main board, one from the Sci-Tech Innovation Board, and two from the Growth Enterprise Market [3] - The detailed holdings of pension accounts show significant increases in holdings for several companies, with Hongfa Co., Ltd. seeing a 64.93% increase in shareholding [3] - New entries in the pension fund's holdings include stocks from various sectors such as machinery, transportation, and home appliances [3]

据证券之星公开数据整理，近期保立佳(301037)发布2025年中报。截至本报告期末，公司营业总收入 9.26亿元，同比下降17.23%，归母净利润858.64万元，同比上升136.26%。按单季度数据看，第二季度 营业总收入5.01亿元，同比下降21.15%，第二季度归母净利润1893.37万元，同比上升459.56%。本报告 期保立佳短期债务压力上升，流动比率达0.8。 最近有知名机构关注了公司以下问题： 问：公司于2025年5月15日(星期四)00-30在上海证券交易所上证路演中心(https://roadshow.sseinfo.com/) 参加2025年上海辖区上市公司年报集体业绩说明会，本次年报业绩说明会采用网络互动的方式举行。业 绩说明会答环节内容如下： 答：公司于2025年5月15日(星期四)1500-1630在上海证券交易所上证路演中心 (https//roadshow.sseinfo.com/)参加2025年上海辖区上市公司年报集体业绩说明会，本次年报业绩说明会 采用网络互动的方式举行。业绩说明会问环节内容如下 | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- ...

Core Viewpoint - Baolijia (301037.SZ) reported its semi-annual results for 2025, highlighting an increase in institutional investor holdings and the entry of new public and foreign funds [1] Institutional Holdings - As of August 8, 2025, five institutional investors disclosed holdings in Baolijia A-shares, totaling 7.1283 million shares, which represents 5.11% of the total share capital [1] - The institutional holding ratio increased by 0.94 percentage points compared to the previous quarter [1] Public Fund Activity - One new public fund was disclosed during this period, specifically the Nuoan Multi-Strategy Mixed A fund [1] Foreign Investment - One new foreign institution was disclosed, namely J.P. Morgan Securities PLC - proprietary funds [1]

Core Insights - The company reported a total revenue of 926 million yuan for the first half of 2025, a decrease of 193 million yuan compared to the same period last year, representing a year-on-year decline of 17.23% [1] - The net profit attributable to shareholders was 8.59 million yuan, with net cash inflow from operating activities amounting to 63.56 million yuan [1] Financial Performance - The latest asset-liability ratio stands at 74.00%, an increase of 4.86 percentage points compared to the same period last year [3] - The latest gross profit margin is 12.84% [3] - The return on equity (ROE) is reported at 1.35% [3] - The diluted earnings per share (EPS) is 0.06 yuan [3] - The total asset turnover ratio is 0.37 times, a decrease of 0.08 times year-on-year, reflecting a decline of 17.20% [3] - The inventory turnover ratio is recorded at 6.30 times [3] Shareholder Structure - The number of shareholders is 7,590, with the top ten shareholders holding a total of 103 million shares, accounting for 73.99% of the total share capital [3] - The top shareholders and their respective holdings are as follows: - Yang Wenyu: 51.9% - Yang Meiqin: 10.6% - Yang Huijing: 5.37% - Shanghai Yuwei Investment Partnership (Limited Partnership): 3.36% - China Construction Bank Co., Ltd. - Nuoan Multi-Strategy Equity Fund: 0.59% - Fujian Kangbo Electronic Technology Co., Ltd.: 0.59% - Bai Song: 0.58% - Ri Deng: 0.37% - J.P. Morgan Securities PLC - Proprietary Funds: 0.27% - Basic Pension Insurance Fund 805 Portfolio: 0.26% [3]

Group 1 - The company announced that its fourth supervisory board meeting has approved the proposal regarding the full text and its summary [2] - The company also approved the proposal to amend relevant rules and to handle business registration changes [2]

Core Viewpoint - The company announced the approval of multiple proposals during the fourth meeting of the fourth board session, indicating ongoing governance and strategic decision-making processes [2] Summary by Relevant Sections - **Company Announcements** - The company, Baolijia, released an announcement on August 8, stating that its board of directors approved the proposal regarding the full text and its summary, among other proposals [2]

Group 1 - The company reported a revenue of 926,306,168.75 yuan for the first half of 2025, representing a year-on-year decrease of 17.23% [1] - The net profit attributable to shareholders of the listed company was 8,586,435.58 yuan, showing a significant year-on-year increase of 136.26% [1]

证券日报网讯8月8日晚间，保立佳（301037）发布公告称，公司将于2025年8月28日召开2025年第一次 临时股东会。本次股东会将审议《关于修订 <公司章程> 及相关议事规则并办理工商变更登记的议案》 等多项议案。 ...

保立佳（SZ 301037，收盘价：14.67元）8月8日晚间发布半年度业绩报告称，2025年上半年营业收入约 9.26亿元，同比减少17.23%；归属于上市公司股东的净利润约859万元；基本每股收益0.06元。2024年 同期营业收入约11.19亿元；归属于上市公司股东的净利润亏损约2368万元；基本每股收益亏损0.17元。 （文章来源：每日经济新闻） ...