格隆汇11月3日丨华润材料(301090.SZ)公布，截至2025年10月31日，公司累计通过回购专用证券账户以 集中竞价交易方式回购公司股份8,483,257股，占公司目前总股本的0.57%，最高成交价为7.98元/股、最 低成交价为6.25元/股，成交总金额为60,661,143.07元（不含交易费用）。上述回购符合公司既定的回购 股份方案及相关法律法规的要求。 ...

证券代码：301090 证券简称：华润材料 公告编号：2025-061 华润化学材料科技股份有限公司 关于回购公司股份的进展公告 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。 华润化学材料科技股份有限公司（以下简称"公司"）于2024年10月28日 召开第二届董事会第十六次会议，审议通过了《关于以集中竞价交易方式回购 公司股份方案的议案》，公司以自有资金或自筹资金以集中竞价交易方式回购 公司股份，回购股份价格不超过人民币10.29元/股，回购资金总额不低于人民 币6,000万元（含本数）且不超过人民币11,000万元（含本数），回购股份将全 部予以注销并减少注册资本，回购期限为自公司股东大会审议通过回购方案之 日起12个月内。2024年11月14日公司2024年第四次临时股东大会审议通过了该 回购方案。具体内容详见公司在巨潮资讯网（www.cninfo.com.cn）披露的相关 公告。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引 第9号——回购股份》等相关规定，公司应当在回购期间每个月的前三个交易日 内披露截至上月末的回购进展情况，现将 ...

Company Overview - China Resources Materials (SZ 301090) announced that on October 31, 2025, it will accept research from Huatai Securities, with the CFO and board secretary Li Xiaojun participating in the meeting and addressing investor questions [1] Financial Performance - For the year 2024, the revenue composition of China Resources Materials is as follows: 99.92% from the polyester industry and 0.08% from other sources [1] - As of the report date, the market capitalization of China Resources Materials is 11.2 billion yuan [1]

Group 1: Market and Production Insights - The overall price of bottle-grade PET is declining, and the company is continuously optimizing its business strategies to ensure long-term stability and growth. The operating performance in the first three quarters of 2025 has significantly improved compared to the same period last year [1] - The production of polyester bottle chips decreased by approximately 10% in the first three quarters of 2025 compared to the previous year, with capacity utilization lower than the same period last year. Future capacity utilization will be adjusted dynamically based on market conditions, equipment maintenance, and industry self-discipline [1] Group 2: rPET Business Development - The company has successfully developed rPET bottle-to-bottle technology with recycled plastic content of 10%, 25%, and 50%. Currently, rPET (25%) is in mass production, and rPET (50%) has completed challenging tests. In 2024, rPET exports are projected to reach 17,000 tons, primarily to Vietnam, Kazakhstan, Kyrgyzstan, Uzbekistan, and Tajikistan [2] Group 3: Specialty Polyester PETG Business Performance - The PETG business is performing well, with sales revenue increasing by 10.4% year-on-year in 2024, and gross profit rising by 111.65%. The focus is on the daily chemical packaging market, with successful sales in new application markets such as 3D printing, medical, home appliances, and films. The company has developed international brand clients and has become a significant supplier in the domestic PETG daily chemical packaging sector [2] Group 4: Employee Incentives and Future Plans - The company is currently implementing the third release period of the 2022 restricted stock incentive plan. It emphasizes the importance of building a core talent team and is considering various factors to determine whether to introduce a new stock incentive plan in the future [2]

Core Viewpoint - China Resources Materials, a leading polyester materials supplier, has shown strong revenue performance but struggles with profitability, ranking second in revenue but twenty-first in net profit within its industry [2][3]. Group 1: Company Overview - China Resources Materials was established on July 14, 2003, and listed on the Shenzhen Stock Exchange on October 26, 2021, with its headquarters in Changzhou, Jiangsu Province [1]. - The company focuses on the research, production, and sales of polyester materials and new materials, benefiting from a full industry chain advantage [1]. Group 2: Financial Performance - For Q3 2025, the company's revenue reached 10.296 billion, ranking 2nd out of 21 in its industry, surpassing the industry average of 2.286 billion and the median of 1.47 billion [2]. - However, the net profit for the same period was -95.3489 million, placing it last in the industry, significantly below the industry average of 73.8647 million and the median of 59.0714 million [2]. Group 3: Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 25.11%, down from 34.33% year-on-year and lower than the industry average of 33.77%, indicating good solvency [3]. - The gross profit margin for the same period was 0.81%, an improvement from -0.46% year-on-year, but still far below the industry average of 21.93%, suggesting a need for enhanced profitability [3]. Group 4: Management Compensation - The chairman, Yan Xianjun, received a salary of 347,400, while the general manager, Xu Hongbo, earned 2.2978 million, a decrease from the previous year's 2.3641 million [4]. Group 5: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 1.42% to 23,000, while the average number of circulating A-shares held per shareholder decreased by 1.40% to 64,200 [5]. - Notable changes in the top ten circulating shareholders include the entry of Huaxia CSI 500 Index Enhanced A as the fifth largest shareholder, holding 2.8023 million shares [5].

Core Insights - The company reported a significant decrease in revenue for the third quarter of 2025, amounting to 3.4 billion yuan, which represents a year-on-year decline of 35.56% [1] - Despite the drop in revenue, the net profit for the third quarter increased to 25.94 million yuan, showing a year-on-year growth of 131.46% [1] - For the first three quarters of 2025, the total revenue was 10.296 billion yuan, reflecting a year-on-year decrease of 24.74%, with a net loss of 95.28 million yuan [1]

Core Viewpoint - China Resources Materials (301090.SZ) reported a significant decline in revenue and incurred net losses in the first three quarters of 2025 [1] Financial Performance - The company's operating revenue for the first three quarters was 10.296 billion yuan, representing a year-on-year decrease of 24.74% [1] - The net loss attributable to shareholders of the listed company was 95.2775 million yuan [1] - The net loss attributable to shareholders after deducting non-recurring gains and losses was 164 million yuan [1] - The basic loss per share was 0.0644 yuan [1]

证券代码：301090 证券简称：华润材料 公告编号：2025-060 华润化学材料科技股份有限公司 关于 2025 年前三季度计提减值准备的公告 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。 华润化学材料科技股份有限公司（以下简称"公司"）于 2025 年 10 月 24 日召开第二届董事会第二十五次会议和第二届监事会第二十一次会议，分别审议 通过了《关于公司 2025 年前三季度计提减值准备的议案》。根据《深圳证券交 易所创业板股票上市规则》《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》等相关法律法规的规定，现将相关情况公告如下： 一、本次计提减值准备情况概述 为真实、准确、公允地反映公司的财务状况、资产价值及经营成果，根据《企 业会计准则》《深圳证券交易所创业板股票上市规则》及公司会计政策的相关规 定，本着谨慎性原则，公司对合并报表范围内截至 2025 年 9 月 30 日的各类资产 进行了全面清查，对各项资产减值的可能性进行了充分评估和分析，对存在减值 迹象的相关资产计提相应减值准备。 本次计提减值准备的项目主要为应收账 ...

证券代码：301090 证券简称：华润材料 公告编号：2025-058 华润化学材料科技股份有限公司 第二届监事会第二十一次会议决议公告 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。 （一）审议通过《关于公司〈2025 年第三季度报告〉的议案》 经审议，监事会认为：公司《2025 年第三季度报告》所载信息真实、准确、 完整，不存在任何虚假记载、误导性陈述或者重大遗漏。报告的编制和审议程序 符合法律法规及深圳证券交易所有关规定的要求，报告的内容真实、准确、完整 地 反 映 了 公 司 的 实 际 情 况 。 具 体 内 容 详 见 公 司 同 日 在 巨 潮 资 讯 网 （http://www.cninfo.com.cn）披露的《2025 年第三季度报告》。 表决情况：3 票同意，0 票反对，0 票弃权，本议案获通过。 （二）审议通过《关于公司 2025 年前三季度计提减值准备的议案》 本次计提减值准备的项目主要为应收账款、其他应收款、存货，计提减值准 备共计 7,156.68 万元，转回各项减值准备 369.75 万元，转销存货跌价准备 9,288.07 万 ...

证券代码：301090 证券简称：华润材料 公告编号：2025-057 华润化学材料科技股份有限公司 第二届董事会第二十五次会议决议公告 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、会议召开情况 1 表决结果：8 票同意，0 票反对，0 票弃权，本议案获通过。 （二）审议通过《关于公司 2025 年前三季度计提减值准备的议案》 本次计提减值准备的项目主要为应收账款、其他应收款、存货，计提减值准 备共计 7,156.68 万元，转回各项减值准备 369.75 万元，转销存货跌价准备 9,288.07 万 元 。 具 体 内 容 详 见 公 司 同 日 在 巨 潮 资 讯 网 （http://www.cninfo.com.cn）披露的《关于 2025 年前三季度计提减值准备的 公告》。 华润化学材料科技股份有限公司（以下简称"公司"）第二届董事会第二 十五次会议于 2025 年 10 月 24 日以现场及通讯方式在公司珠海基地 210 会议室 召开，会议通知于 2025 年 10 月 14 日以书面及电子邮件的形式向全体董事发出。 本次会议应出席董事 8 ...