融资融券数据显示，该股最新（11月12日）两融余额为2.17亿元，其中，融资余额为2.17亿元，本期筹 码集中以来融资余额合计增加1220.49万元，增幅为5.95%。 公司发布的三季报数据显示，前三季公司共实现营业收入7.70亿元，同比增长33.82%，实现净利润1.21 亿元，同比增长168.01%，基本每股收益为1.0800元，加权平均净资产收益率7.16%。（数据宝） （文章来源：证券时报网） 亚香股份11月13日披露，截至11月10日公司股东户数为8800户，较上期（10月31日）减少800户，环比 降幅为8.33%。 证券时报·数据宝统计，截至发稿，亚香股份收盘价为40.86元，上涨0.29%，本期筹码集中以来股价累 计下跌3.88%。具体到各交易日，3次上涨，6次下跌。 ...

证券日报网讯亚香股份（301220）11月13日在互动平台回答投资者提问时表示，截至2025年11月10日， 公司的股东总数为8，800余户。 ...

Group 1 - The company, Yaxiang Co., Ltd. (301220), reported that as of October 31, 2025, the total number of shareholders is over 9,600 [1]

Group 1 - The stock price of Yaxiang Co., Ltd. has declined for three consecutive days, with a total drop of 5.72% during this period, currently trading at 40.08 CNY per share [1] - Yaxiang Co., Ltd. specializes in the research, production, and sales of fragrances, with its main revenue sources being natural fragrances (49.85%), synthetic fragrances (25.12%), cooling agents (24.50%), and others (0.53%) [1] - The company was established on July 2, 2001, and went public on June 22, 2022, with a total market capitalization of 4.52 billion CNY [1] Group 2 - According to data, the Everbright Prudential Fund holds a significant position in Yaxiang Co., Ltd., with its Everbright Prudential Chengxin Mixed A Fund (003115) owning 4,000 shares, representing 1.04% of the fund's net value [2] - The fund has experienced a floating loss of approximately 1,480 CNY today and a total floating loss of 9,720 CNY over the past three days [2] - The Everbright Prudential Chengxin Mixed A Fund has achieved a year-to-date return of 44.42% and a one-year return of 51.06%, ranking 1249 out of 8150 and 706 out of 8043 in its category, respectively [2]

Core Viewpoint - The company reported significant growth in revenue and net profit for the first three quarters of 2025, driven by the successful implementation of its Thailand production base and increased sales of natural vanillin products [1][2]. Financial Performance - For the first three quarters of 2025, the company achieved revenue of 770 million yuan, a year-on-year increase of 33.82% - The net profit attributable to shareholders reached 121 million yuan, up 168.01% year-on-year - The net profit after deducting non-recurring gains was 74 million yuan, reflecting a 69.86% increase year-on-year - Gross margin stood at 28.80%, an increase of 0.99 percentage points year-on-year, while net margin was 15.60%, up 7.83 percentage points year-on-year - The weighted average return on equity was 7.16%, an increase of 4.34 percentage points year-on-year [1][2]. Quarterly Performance - In Q3 2025, the company reported revenue of 263 million yuan, a year-on-year increase of 22.63% and a quarter-on-quarter increase of 7.10% - The net profit attributable to shareholders for Q3 was 11 million yuan, up 11.93% year-on-year but down 60.66% quarter-on-quarter - The sales gross margin for Q3 was 22.98%, a decrease of 4.48 percentage points year-on-year and 9.04 percentage points quarter-on-quarter - The sales net margin was 4.04%, down 0.47 percentage points year-on-year and 7.17 percentage points quarter-on-quarter [1][2]. Business Expansion and New Products - The company is expanding its operations in Thailand, with successful mass production of new products and ongoing construction of the second phase of its Thailand production base - New products such as methyl cinnamate, lycopene, and carotene have passed quality inspections and are being supplied to core customers - The company plans to build a new synthetic vanillin production line in Thailand, expected to add 4,000 tons of capacity, with trial production scheduled for September-October 2025 [3]. Profit Forecast and Investment Rating - Based on market conditions and company plans, revenue forecasts for 2025-2027 are 1.232 billion, 1.647 billion, and 1.920 billion yuan, with net profits of 170 million, 278 million, and 403 million yuan respectively - Corresponding price-to-earnings ratios are projected at 28, 17, and 12 times - The investment rating is maintained at "Accumulate" due to expected sales growth from new capacity and the anticipated ramp-up of new synthetic products [4].

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company's sales scale in Thailand has increased, contributing to significant year-on-year growth in performance for the first three quarters of 2025 [6] - The company achieved a revenue of 770 million yuan, representing a year-on-year increase of 33.82%, and a net profit attributable to shareholders of 121 million yuan, up 168.01% year-on-year [4][6] - The expansion of the Thailand production base and the successful implementation of the first phase of the project have led to increased customer orders and sales [6][8] Summary by Sections Recent Performance - In Q3 2025, the company reported a revenue of 263 million yuan, a year-on-year increase of 22.63% and a quarter-on-quarter increase of 7.10% [5] - The net profit attributable to shareholders for Q3 was 11 million yuan, reflecting an 11.93% year-on-year increase but a 60.66% decrease quarter-on-quarter [5] Financial Highlights - The gross margin for the first three quarters was 28.80%, up 0.99 percentage points year-on-year, while the net margin was 15.60%, an increase of 7.83 percentage points year-on-year [4] - The company reported a significant increase in investment income, reaching 46 million yuan, up 3430% year-on-year, primarily due to the disposal of a subsidiary [6] Future Outlook - The company plans to continue expanding its Thailand production base, with a new synthetic vanillin production line expected to add 4,000 tons of capacity [7] - Revenue forecasts for 2025-2027 are projected at 1.232 billion, 1.647 billion, and 1.920 billion yuan, respectively, with net profits expected to be 170 million, 278 million, and 403 million yuan [8][10]

Market Overview - The chemical products sector experienced a decline of 0.57% on the trading day, with Boyuan Co., Ltd. leading the losses [1] - The Shanghai Composite Index closed at 3986.9, down 0.73%, while the Shenzhen Component Index closed at 13532.13, down 1.16% [1] Stock Performance - Notable gainers in the chemical products sector included: - Hangzhou Oxygen Plant Co., Ltd. (002430) with a closing price of 29.52, up 9.99% and a trading volume of 494,700 shares, totaling 1.43 billion yuan [1] - Pioneer New Materials (300163) closed at 4.93, up 6.94% with a trading volume of 1,542,200 shares, totaling 759 million yuan [1] - Jinrongzi (002407) closed at 26.50, up 6.26% with a trading volume of 2,445,100 shares, totaling 6.408 billion yuan [1] - Major decliners included: - Boyuan Co., Ltd. (301617) closed at 94.00, down 7.66% with a trading volume of 78,600 shares, totaling 763 million yuan [2] - Jinhua New Materials (920015) closed at 58.33, down 7.29% with a trading volume of 132,100 shares, totaling 810 million yuan [2] - Poly United (002037) closed at 10.10, down 6.13% with a trading volume of 247,400 shares, totaling 254 million yuan [2] Capital Flow - The chemical products sector saw a net outflow of 933 million yuan from institutional investors, while retail investors contributed a net inflow of 665 million yuan [2] - The capital flow for specific stocks indicated: - Hangzhou Oxygen Plant Co., Ltd. had a net inflow of 1.52 billion yuan from institutional investors, while retail investors had a net outflow of 948.96 million yuan [3] - Yongtai Technology (002326) experienced a net inflow of 1.25 billion yuan from institutional investors, with a net outflow of 2.22 billion yuan from retail investors [3] - Yahua Group (002497) had a net inflow of 1.08 billion yuan from institutional investors, while retail investors saw a net outflow of 657.87 million yuan [3]

Core Viewpoint - The company reported significant growth in both revenue and net profit for the first three quarters of 2025, indicating strong operational performance and financial health [1] Financial Performance - The company's revenue for the first three quarters reached 770 million yuan, representing a year-on-year increase of 33.82% [1] - The net profit attributable to shareholders was 121 million yuan, showing a substantial year-on-year growth of 168.01% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 74.3 million yuan, reflecting a year-on-year increase of 69.86% [1] - The basic earnings per share stood at 1.08 yuan [1]

Group 1 - The company, Yaxiang Co., Ltd. (SZ 301220), announced the appointment of Mr. Yuan Xiongjun as the new Deputy General Manager and Special Assistant to the Chairman, following a nomination by the General Manager and approval by the Board of Directors [1] - For the fiscal year 2024, the company's revenue composition is entirely from the manufacturing of flavors and fragrances, accounting for 100.0% [1] - As of the report date, Yaxiang Co., Ltd. has a market capitalization of 4.5 billion yuan [1] Group 2 - The A-share market has surpassed 4,000 points, marking a significant resurgence after a decade of stagnation, with technology leading the market's transformation into a new "slow bull" pattern [1]

证券代码：301220 证券简称：亚香股份 公告编号：2025-054 昆山亚香香料股份有限公司 关于聘任公司副总经理、董事长特别助理的公告 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。 昆山亚香香料股份有限公司（以下简称"公司"）于 2025 年 10 月 28 日召开第 四届董事会第三次会议，审议通过了《关于聘任公司副总经理、董事长特别助理的议 案》。 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《昆山亚香香料股 份有限公司章程》（以下简称"《公司章程》"）等有关规定，经公司总经理提名、董 事会提名委员会资格审查通过，董事会同意聘任袁雄军先生（简历详见附件）为公司 副总经理、董事长特别助理，任期自第四届董事会第三次会议通过之日起至公司第四 届董事会届满之日止。 2025 年 10 月 30 日 附件：袁雄军先生简历 袁雄军，男，1981 年 8 月出生，中国国籍，无境外永久居留权，华东理工大学化 学工程硕士研究生、上海交通大学工商管理硕士研究生。2008 年 3 月至 2009 年 3 月， 任芬美意香料（中国）有限公司采购员；2009 年 ...