证券代码：301212 证券简称：联盛化学 公告编号：2025-035 浙江联盛化学股份有限公司 关于公司及相关人员收到浙江证监局警示函的公告 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。 浙江联盛化学股份有限公司于近日收到中国证券监督管理委员会浙江监管 局（以下简称"浙江证监局"）下发的《关于对浙江联盛化学股份有限公司及相 关人员采取出具警示函措施的决定》（〔2025〕191 号）（以下简称"警示函"）， 现将具体情况公告如下： 一、警示函的内容 浙江联盛化学股份有限公司 董事会 我局在对浙江联盛化学股份有限公司（以下简称公司）现场检查中发现，公 司闲置募集资金理财购买时间早于审议授权期限，购买金额超过审议授权额度， 2023 年半年度、2023 年年度、2024 年半年度、2024 年年度募集资金存放与使用 情况的专项报告中购买大额存单金额披露不准确。 公司上述行为违反了《上市公司监管指引第 2 号——上市公司募集资金管理 和使用的监管要求》（证监会公告〔2022〕15 号）第十二条第一款、《上市公 司信息披露管理办法》（证监会令第 182 号）第三条第 ...

Group 1 - The Shenzhen Stock Exchange issued a regulatory letter to Zhejiang Liansheng Chemical Co., Ltd. regarding violations related to the management of raised funds, including purchasing financial products before the approval period and exceeding authorized limits [1] - The company reported inaccuracies in the disclosure of large time deposits in its special reports for the half-year and annual periods of 2023 and 2024 [1] - Key executives, including the chairman and general manager, failed to fulfill their duties and obligations, leading to violations of the listing rules [1] Group 2 - As of the report date, the market capitalization of Liansheng Chemical is 3 billion yuan [2] - The company's revenue composition for the year 2024 is entirely from fine chemicals, accounting for 100% [1]

Group 1 - The core viewpoint of the news highlights the trading performance and financial metrics of Liansheng Chemical, indicating a significant level of financing activity and a stable growth in revenue and profit [1][2]. - On August 28, Liansheng Chemical's stock fell by 1.56%, with a trading volume of 57.99 million yuan. The financing buy-in amount was 7.56 million yuan, while the financing repayment was 4.68 million yuan, resulting in a net financing buy-in of 2.88 million yuan [1]. - As of August 28, the total balance of margin trading for Liansheng Chemical was 52.19 million yuan, accounting for 1.82% of its market capitalization, which is above the 90th percentile level over the past year [1]. Group 2 - As of June 30, the number of shareholders for Liansheng Chemical was 8,697, an increase of 2.52% from the previous period. The average circulating shares per person rose to 10,779 shares, an increase of 238.68% [2]. - For the first half of 2025, Liansheng Chemical reported a revenue of 343 million yuan, representing a year-on-year growth of 13.95%. The net profit attributable to the parent company was 18.02 million yuan, reflecting a year-on-year increase of 9.61% [2]. - Since its A-share listing, Liansheng Chemical has distributed a total of 97.52 million yuan in dividends, with 75.38 million yuan distributed over the past three years [3].

Core Viewpoint - The recent financial report of Liansheng Chemical (301212) shows a year-on-year increase in total revenue and net profit, but a decline in quarterly performance, highlighting concerns over accounts receivable and cash flow [1][4]. Financial Performance - Total revenue for the first half of 2025 reached 343 million yuan, a 13.95% increase compared to 301 million yuan in the same period of 2024 [1]. - Net profit attributable to shareholders was 18.02 million yuan, up 9.61% from 16.44 million yuan in the previous year [1]. - The gross margin decreased to 12.67%, down 4.93% year-on-year, while the net margin fell to 5.42%, a decline of 5.25% [1]. - The total of selling, administrative, and financial expenses was 14.44 million yuan, representing 4.21% of revenue, an increase of 34.68% year-on-year [1]. Cash Flow and Receivables - The company reported a significant accounts receivable level, with accounts receivable amounting to 95.82 million yuan, which is 555.2% of the net profit for the latest annual report [1][4]. - Operating cash flow per share improved to 0.47 yuan, a substantial increase of 146.47% compared to -1.01 yuan in the previous year [1]. Business Model and Industry Outlook - The company's return on invested capital (ROIC) was 0.34% last year, indicating weak capital returns, while the historical median ROIC since listing is 12.26% [3]. - The chemical industry has shown signs of recovery, with improved market demand for major products, although the pace of recovery varies across different segments [5]. - The company plans to enhance production efficiency and optimize existing product processes while advancing new biodegradable materials to diversify its product offerings and create new profit growth points [5].

公司摊薄每股收益为0.17元，较去年同报告期摊薄每股收益增加0.02元，同比较去年同期上涨13.33%。 2025年8月27日，联盛化学(301212.SZ)发布2025年中报。 公司营业总收入为3.43亿元，较去年同报告期营业总收入增加4198.05万元，同比较去年同期上涨13.95%。归母净利润为1802.17万元，较去年同报告期归母 净利润增加158.04万元，同比较去年同期上涨9.61%。经营活动现金净流入为5066.44万元，在已披露的同业公司中排名第51，较去年同报告期经营活动现金 净流入增加1.60亿元。 公司最新资产负债率为19.04%，在已披露的同业公司中排名第31，较上季度资产负债率减少0.22个百分点。 公司最新毛利率为12.67%，较上季度毛利率增加0.05个百分点，实现2个季度连续上涨。最新ROE为1.33%，较去年同期ROE增加0.10个百分点。 公司最新总资产周转率为0.20次，较去年同期总资产周转率增加0.02次，同比较去年同期上涨11.92%。最新存货周转率为3.13次，在已披露的同业公司中排 名第34，较去年同期存货周转率增加0.95次，同比较去年同期上涨43.53%。 公 ...

Core Viewpoint - Liansheng Chemical (301212.SZ) reported its semi-annual results for 2025, indicating significant institutional investor interest with a total holding of 62 million shares, representing 57.41% of the company's total equity [1] Group 1 - As of August 26, 2025, there are two institutional investors disclosing their holdings in Liansheng Chemical A-shares [1] - The institutional investors include Liansheng Chemical Group Co., Ltd. and Taizhou Gaosheng Investment Partnership (Limited Partnership) [1] - The total proportion of shares held by institutional investors remains unchanged at 57.41% [1]

Core Insights - Liansheng Chemical reported a revenue of 343 million yuan for the first half of 2025, representing a year-on-year growth of 13.95% [1] - The net profit attributable to shareholders of the listed company was 18.02 million yuan, an increase of 9.61% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 16.04 million yuan, reflecting a year-on-year growth of 11.35% [1] - The basic earnings per share stood at 0.17 yuan [1]

证券代码：301212 证券简称：联盛化学 公告编号：2025-034 浙江联盛化学股份有限公司 2025 年半年度募集资金存放、管理与使用情况的专项报告 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。 (一)募集资金管理情况 为规范募集资金的管理和使用，提高资金使用效率和效益，保护投资者权益， 公司按照《中华人民共和国公司法》《中华人民共和国证券法》和《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》等有关法律、法规和 规范性文件的规定，结合公司实际情况，制定了《募集资金管理制度》。 根据《上市公司募集资金监管规则》《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》及《深圳证券交易所创业板上市公司自律监管指 南第 2 号——公告格式》等法律法规的规定，浙江联盛化学股份有限公司(以下简称 "公司"或"本公司")编制了 2025 年半年度募集资金存放、管理与使用情况的专 项报告，具体情况如下: 一、募集资金基本情况 （一）实际募集资金金额和资金到账时间 经中国证监会以"证监许可〔2022〕413 号"文批复同意， ...

法定代表人： 主管会计工作的负责人： 会计机构负责人： 浙江联盛化学股份有限公司 2025年半年度非经营性资金占用及其他关联资金往来情况汇总表 单位：万元 | 非经营性资金占用 | 资金占用方名称 | 占用方与上市公 司的关联关系 | 上市公司核算 的会计科目 | 2025年期初 占用资金余额 | 2025年半年度占 用累计发生金额 | 2025年半年度占 用资金的利息 | 2025年半年度 偿还累计发生 | 2025年半年度期 末 | 占用形成原因 | 占用性质 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | （不含利息） | （如有） | 金额 | 占用资金余额 | | | | 控股股东、实际控制人及其附 | | | | | | | | | | | | 属企业 | | | | | | | | | | | | 小 计 | | | | | | | | | | | | 前控股股东、实际控制人及其 附属企业 | | | | | | | | | | | | 小 计 | | | | | | | | | ...

证券代码：301212 证券简称：联盛化学 公告编号：2025-031 浙江联盛化学股份有限公司（以下简称"公司"）于 2025 年 8 月 25 日召开 第四届董事会第三次会议、第四届监事会第三次会议，审议通过了《关于公司 <2025 年半年度报告>及其摘要的议案》。 为使投资者全面了解公司的经营成果和财务状况，公司于 2025 年 8 月 27 日在深圳证券交易所网站（www.szse.cn）及巨潮资讯网（www.cninfo.com.cn） 上披露了《浙江联盛化学股份有限公司 2025 年半年度报告》和《浙江联盛化学 股份有限公司 2025 年半年度报告摘要》，敬请投资者注意查阅。 特此公告。 浙江联盛化学股份有限公司 董事会 2025 年 8 月 27 日 浙江联盛化学股份有限公司 2025 年半年度报告披露提示性公告 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。 ...