Core Viewpoint - The financial performance and trading activity of China Resources Materials indicate a decline in revenue but an improvement in net profit, alongside notable changes in shareholder structure and financing activities [1][2]. Group 1: Financial Performance - For the period from January to March 2025, China Resources Materials reported an operating income of 3.036 billion yuan, a year-on-year decrease of 16.20% [2]. - The net profit attributable to the parent company was -19.4255 million yuan, showing a year-on-year increase of 75.25% [2]. - Cumulative cash dividends since the A-share listing amount to 253 million yuan, with 181 million yuan distributed over the past three years [2]. Group 2: Trading Activity - On August 25, 2023, China Resources Materials' stock price fell by 0.72%, with a trading volume of 58.2056 million yuan [1]. - The financing buy-in amount for the day was 6.8647 million yuan, while the financing repayment was 5.5306 million yuan, resulting in a net financing buy-in of 1.3340 million yuan [1]. - The total balance of margin trading as of August 25, 2023, was 54.3794 million yuan, with the financing balance at 53.9513 million yuan, representing 0.44% of the circulating market value [1]. Group 3: Shareholder Structure - As of August 20, 2025, the number of shareholders for China Resources Materials was 23,800, a decrease of 2.80% from the previous period [2]. - The average circulating shares per person increased by 2.88% to 62,092 shares [2]. - Significant changes in institutional holdings include a reduction in shares held by major shareholders such as Southern CSI 1000 ETF and Hong Kong Central Clearing Limited [2].

证券日报网讯华润材料（301090）8月20日在互动平台回答投资者提问时表示，截至2025年8月8日，公 司股东人数(含信用账户合并)为24512户。 ...

人民财讯8月11日电，华润材料（301090）8月11日在互动平台表示，在3D打印领域，公司PETG产品凭 借优异的综合性能，已经实现了批量销售。 ...

证券日报网讯华润材料（301090）8月7日在互动平台回答投资者提问时表示，公司暂无布局PEEK材料 的计划。 ...

Core Viewpoint - China Resources Materials (301090.SZ) has confirmed that it is not involved in the nylon business and does not produce PA66 [1] Company Summary - The company explicitly stated on the interactive platform that it has not entered the nylon sector [1] - There is no production of PA66, a type of nylon, by the company [1]

Group 1 - The company announced that as of July 31, 2025, it has repurchased a total of 7,896,357 shares through a dedicated securities account via centralized bidding, which represents 0.53% of the company's current total share capital [2]

证券代码：301090 证券简称：华润材料 公告编号：2025-045 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 公司回购股份的时间、回购股份价格及集中竞价交易的委托时段等符合 《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》的相关规定，具体情况如下： 1 （一）公司未在下列期间内回购股份： 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.cnin ...

证券代码：301090 证券简称：华润材料 公告编号：2025-044 华润化学材料科技股份有限公司 关于变更办公地址的公告 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。 特此公告。 华润化学材料科技股份有限公司（以下简称"公司"）因经营发展需要，公 司主要办公地址发生变更，现就具体情况公告如下： 华润化学材料科技股份有限公司董事会 | 办公地址 | 江苏省常州市新北区春江镇圩塘 | 江苏省常州市新北区高铁新城秀 | | | | | | --- | --- | --- | --- | --- | --- | --- | | 项目 | 变更前 综合工业园新宇东路 1 号 | 变更后 水河路 | 3 | 号领航大厦 | 3 | 栋 | 2025 年 8 月 2 日 除上述调整外，公司注册地址、官网、电子邮箱、联系电话等其他联系方式 保持不变，以上变动请广大投资者留意。由此给广大投资者带来的不便，敬请谅 解。 1 ...

格隆汇8月1日丨华润材料(301090.SZ)公布，截至2025年7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7,896,357股，占公司目前总股本的0.53%，最高成交价为7.58元/股、最低 成交价为6.25元/股，成交总金额为5617.24万元(不含交易费用)。 ...

Investment Rating - Investment rating: Positive (maintained) [1] Core Insights - The global demand for polyester bottle chips is steadily increasing, with a CAGR of 6.2% from 2015 to 2024, growing from 20.04 million tons to 34.35 million tons [4][14] - The industry is entering the tail end of the current expansion cycle, with expectations for long-term improvement in profitability as the industry moves past its low point [5][37] - Recent industry-wide production cuts are expected to further enhance price recovery and improve profit margins [6][41] Summary by Sections Demand Side - The global demand for polyester bottle chips has shown a robust upward trend, with Asia-Pacific being the primary market [14][18] - In 2024, the demand for polyester bottle chips in China is projected to reach 8.62 million tons, with the soft drink market accounting for 65% of this demand [19][25] Supply Side - Domestic polyester bottle chip production capacity has increased significantly, from 33.35% of global capacity in 2021 to 47.94% in 2024, making China the world's largest producer [5][36] - The industry is currently experiencing a supply-demand imbalance, leading to a decline in profitability, but this is expected to improve as new capacity additions slow down [5][37] Price Dynamics - The price differential for polyester bottle chips is closely linked to supply and demand dynamics, with recent production cuts leading to a recovery in price differentials from 150-170 RMB/ton to over 400 RMB/ton [6][43] - The industry is anticipated to recover from its current low profitability as production capacity stabilizes and demand continues to grow [31][37] Investment Recommendations - It is recommended to focus on companies benefiting from the industry-wide production cuts and the anticipated recovery in profit margins, including Wan Kai New Materials, Sanfangxiang, and China Resources Materials [7][47]