FOCUS(301283)
Search documents
聚胶股份(301283) - 2025 Q3 - 季度财报
2025-10-26 07:35
Financial Performance - Revenue for Q3 2025 reached ¥545,291,896.22, an increase of 7.78% year-over-year, while year-to-date revenue totaled ¥1,538,527,191.68, up 6.28% compared to the same period last year[5] - Net profit attributable to shareholders for Q3 2025 was ¥60,700,081.40, a significant increase of 531.22% year-over-year, with year-to-date net profit reaching ¥141,824,234.94, up 111.68%[5] - Basic earnings per share for Q3 2025 was ¥0.7548, reflecting a 523.29% increase year-over-year, while diluted earnings per share was ¥0.7505, up 521.27%[5] - Total operating revenue for the period reached ¥1,538,527,191.68, an increase of 6.3% compared to ¥1,447,646,729.79 in the previous period[21] - Net profit for the period was ¥140,660,444.11, up from ¥67,121,706.60, representing a growth of 109.5%[22] - The total comprehensive income attributable to the parent company was CNY 176,836,238.29, compared to CNY 59,459,653.26 in the previous period, indicating a significant increase[23] - Basic earnings per share rose to CNY 1.7877 from CNY 0.8441, reflecting strong profitability growth[23] Assets and Liabilities - The company's total assets as of September 30, 2025, were ¥2,488,606,227.70, representing a 29.06% increase from the end of the previous year[5] - Current assets totaled ¥1,975,542,617.55, up from ¥1,487,098,885.02, indicating a 32.8% increase[18] - The total liabilities increased to ¥852,701,845.64 from ¥429,367,641.14, indicating a rise of 98.3%[19] - The equity attributable to shareholders of the parent company rose to ¥1,636,905,952.03 from ¥1,498,818,924.72, an increase of 9.2%[19] Cash Flow - The net cash flow from operating activities for the year-to-date period was ¥728,462,954.17, a remarkable increase of 674.72% compared to the same period last year[9] - Net cash flow from operating activities was CNY 728,462,954.17, a turnaround from a negative cash flow of CNY -126,750,624.78 in the previous period[24] - Cash inflow from investment activities totaled CNY 1,848,026,826.17, up from CNY 1,433,589,833.60 year-over-year[24] - The net cash flow from investment activities was CNY -406,371,848.02, compared to a positive CNY 152,051,437.68 in the previous period, indicating increased investment outflows[24] - The company’s financing activities resulted in a net cash flow of CNY -305,328,942.08, worsening from CNY -39,474,333.85 in the previous period[24] Shareholder Information - The total number of common shareholders at the end of the reporting period is 6,404[10] - The largest shareholder, Guangzhou JuJiao Enterprise Management Co., Ltd., holds 16.11% of shares, totaling 12,956,907 shares[10] - The top three shareholders, Chen Shuguang, Liu Qingsheng, and Fan Peijun, are also the company's controlling shareholders and act in concert[10] - The total number of restricted shares at the end of the reporting period is 34,591,946 shares, with 1,575 shares released during the period[12] - The company has no preferred shareholders or changes in preferred shareholder structure to report[11] - The company has not reported any changes in the top 10 shareholders due to margin trading activities[11] Investments and Expansion - The company is actively expanding its production capabilities, with significant investments in the construction of its Malaysia production base[8] - The construction and equipment installation for the Malaysia production base project are mostly completed, with expected completion and production start in Q4 2025[14] - The Mexico production base project has been suspended due to geopolitical uncertainties and trade barriers[15] Expenses - The company experienced a 522.86% increase in income tax expenses, totaling ¥31,274,155.66, due to higher profits[8] - Research and development expenses were ¥41,076,284.49, compared to ¥34,082,426.52 in the previous period, showing a 20.5% increase[22] - Total operating costs decreased to ¥1,369,890,684.27 from ¥1,375,619,275.40, reflecting a slight reduction in expenses[21] Dividends - The company plans to distribute a cash dividend of RMB 2.00 per 10 shares, amounting to a total of RMB 15.91 million, based on a total share count of 79,566,522 shares after excluding repurchased shares[13] - The company emphasizes its commitment to cash dividends and social responsibility[13]
聚胶股份10月10日获融资买入407.92万元,融资余额7448.75万元
Xin Lang Cai Jing· 2025-10-13 01:35
Core Insights - On October 10, JuJiao Co., Ltd. experienced a decline of 0.53% in stock price, with a trading volume of 50.94 million yuan [1] - The company reported a financing buy-in of 4.08 million yuan and a financing repayment of 5.65 million yuan, resulting in a net financing outflow of 1.57 million yuan on the same day [1] - As of October 10, the total margin balance for JuJiao Co. was 74.49 million yuan, accounting for 3.53% of its market capitalization, indicating a high level of financing activity [1] Financing and Margin Data - On October 10, JuJiao Co. had a financing buy-in of 4.08 million yuan, with a total financing balance of 74.49 million yuan, which is above the 90th percentile of the past year [1] - The company had no short-selling activity on the same day, with a short-selling balance of 0 yuan, also indicating a high level of inactivity in this area [1] Company Overview - JuJiao New Materials Co., Ltd. is located in Guangzhou, Guangdong Province, and was established on October 19, 2012, with its stock listed on September 2, 2022 [1] - The company's main business focuses on the research, production, and sales of hot melt adhesives specifically for absorbent hygiene products, with 99.31% of its revenue derived from hot melt pressure-sensitive adhesives [1] Financial Performance - For the first half of 2025, JuJiao Co. reported a revenue of 999.3 million yuan, representing a year-on-year growth of 5.47% [2] - The net profit attributable to the parent company for the same period was 81.12 million yuan, showing a significant year-on-year increase of 41.38% [2] Shareholder Information - As of June 30, 2025, the number of shareholders for JuJiao Co. increased to 7,952, a rise of 11.75% from the previous period [2] - The average number of circulating shares per shareholder decreased by 9.75% to 5,765 shares [2] Dividend Information - Since its A-share listing, JuJiao Co. has distributed a total of 187 million yuan in dividends [3] Institutional Holdings - As of June 30, 2025, among the top ten circulating shareholders, Penghua Hongjia Mixed A (003165) held 877,200 shares, with no change in the number of shares held compared to the previous period [3]
聚胶股份股东拟减持预计套现1亿 2022年上市超募4.8亿
Zhong Guo Jing Ji Wang· 2025-09-25 07:44
Core Viewpoint - Zheng Chaoyang, a shareholder of JuJiao Co., plans to reduce his stake in the company due to personal financial arrangements, with a total reduction of up to 2,412,534 shares, representing 3.00% of the company's total share capital [1][2]. Shareholding and Reduction Plan - As of the announcement date, Zheng Chaoyang holds 3,442,222 shares, accounting for 4.28% of JuJiao Co.'s total share capital [1]. - The reduction plan includes selling up to 804,178 shares through centralized bidding and up to 1,608,356 shares through block trading within specified time frames [1]. - The estimated monetary value of the planned reduction is approximately 99.90 million yuan, based on the closing price of 41.41 yuan per share on September 24 [2]. Historical Shareholding and Transactions - Zheng Chaoyang initially held 5,848,100 shares, which was 7.31% of the total share capital [2]. - Since December 26, 2023, he has cumulatively reduced his holdings by 2,405,900 shares, realizing approximately 68.02 million yuan [2]. - A detailed table of past reductions shows various dates, average selling prices, and amounts realized, with a total of 240.59 thousand shares sold for 68.01 million yuan [3]. Company Background - JuJiao Co. was listed on the Shenzhen Stock Exchange's ChiNext board on September 2, 2022, with an initial public offering of 20 million shares at a price of 52.69 yuan per share [3]. - The company raised a total of 1,053.80 million yuan, with a net amount of 962.20 million yuan after expenses, exceeding the original fundraising plan by 48.15 million yuan [4]. - The total issuance costs amounted to approximately 91.60 million yuan, with underwriting fees of 76.27 million yuan [5].
9月25日早间重要公告一览
Xi Niu Cai Jing· 2025-09-25 05:04
Group 1 - Shengke Communication's shareholding by the National Integrated Circuit Industry Investment Fund has decreased from 19.6% to 15% after a total reduction of 18.8569 million shares [1] - Guoxin Technology plans to reduce its shares by up to 4.5% through various trading methods between September 30, 2025, and December 29, 2025 [1][2] - Jingzhida has delivered its first high-speed testing machine to a key domestic customer, aimed at semiconductor memory testing [4][5] Group 2 - Nanxin Pharmaceutical's shareholder plans to reduce shares by up to 3%, totaling 823.2 million shares, due to funding needs [6] - *ST Taihe's shareholder intends to reduce shares by up to 3% for operational management needs [7] - Xincheng Technology's shareholders and directors plan to reduce shares by up to 2.03% due to personal funding needs [8] Group 3 - Huati Technology is planning to acquire shares of Huayi Microelectronics, leading to a stock suspension due to uncertainties [9] - Ruima Precision's subsidiary has received a project notification with a total lifecycle sales estimate of approximately 5.56 billion yuan [10] - Guoguang Electric's shareholders plan to reduce shares by up to 3.85% through various trading methods [10] Group 4 - Cangge Mining's shareholder plans to reduce shares by up to 0.6% due to funding needs [11] - Jujiao Co., Ltd. intends to reduce shares by up to 3% due to personal funding arrangements [12] - Maqu'er plans to reduce shares by up to 2% due to funding needs [13] Group 5 - Caesar Travel's subsidiary intends to acquire 100% equity of Qingdao Hansa for 16 million yuan [14] - Xinde New Materials' shareholders plan to reduce shares by up to 3% through various trading methods [15] - Huadong Heavy Machinery's shareholders plan to reduce shares by up to 1.5% [16] Group 6 - Zhejiang Zhongcheng's shareholder plans to reduce shares by up to 3% due to personal funding needs [17] - Huaxi Securities' shareholder plans to reduce shares by up to 1% due to liquidity needs [18] - Ameng Pharmaceutical's major shareholder opposes the introduction of a strategic investor due to concerns over financial strength and compliance [19] Group 7 - *ST Rindong plans to invest 100 million yuan in Jiangyuan Technology, with a post-investment shareholding of 4.14% [20][21] - International Industry plans to issue shares to its controlling shareholder to raise no more than 662 million yuan for working capital [22][23]
聚胶股份:关于股东减持股份计划预披露公告
Zheng Quan Ri Bao Zhi Sheng· 2025-09-24 13:06
Core Viewpoint - Zheng Chaoyang, a shareholder holding 3,442,222 shares (4.28% of total shares), plans to reduce his stake in JuJiao Co., Ltd. through a structured selling plan over the next three months [1] Summary by Sections - **Shareholder Reduction Plan** - Zheng Chaoyang intends to sell up to 804,178 shares (1.00% of total shares) through centralized bidding within three months after the announcement [1] - Additionally, he plans to sell up to 1,608,356 shares (2.00% of total shares) via block trading within the same timeframe [1] - The total reduction will not exceed 2,412,534 shares (3.00% of total shares) [1]
聚胶股份:股东郑朝阳拟减持公司不超3%股份
Zheng Quan Shi Bao Wang· 2025-09-24 12:54
Core Viewpoint - Zheng Chaoyang, a shareholder holding 4.28% of JuJiao Co., Ltd. (301283), plans to reduce his stake by up to 2.4125 million shares, which represents no more than 3% of the company's total share capital [1] Group 1 - The reduction will be executed through centralized bidding and block trading methods [1] - The total number of shares to be reduced is capped at 2.4125 million [1] - The planned reduction reflects a strategic decision by the shareholder to adjust their investment position [1]
聚胶股份:股东郑朝阳拟减持不超过约241万股
Mei Ri Jing Ji Xin Wen· 2025-09-24 12:04
Group 1 - The core point of the article is that Zheng Chaoyang, a shareholder of JuJiao Co., Ltd., plans to reduce his holdings in the company by up to approximately 241,000 shares within a specified timeframe [1] - Zheng holds about 3.44 million shares, representing 4.28% of the total share capital of JuJiao Co., Ltd. [1] - The company's revenue composition for the first half of 2025 indicates that hot melt adhesives account for 99.31% of total revenue, while other businesses contribute only 0.69% [1] Group 2 - As of the report, JuJiao Co., Ltd. has a market capitalization of 3.3 billion yuan [1] - The planned share reduction includes a maximum of 80,000 shares through centralized bidding and up to 161,000 shares through block trading [1]
聚胶股份(301283.SZ):郑朝阳拟减持不超过3%股份
Ge Long Hui A P P· 2025-09-24 12:00
Core Viewpoint - Zheng Chaoyang, a shareholder of JuJiao Co., Ltd. (301283.SZ), plans to reduce his shareholding in the company by up to 2,412,534 shares, which represents a total of 3.00% of the company's total share capital [1] Summary by Category - **Share Reduction Plan** - The shareholder intends to reduce his holdings through centralized bidding transactions by up to 804,178 shares (1.00% of total share capital) within three months after the announcement [1] - Additionally, he plans to reduce his holdings through block trading by up to 1,608,356 shares (2.00% of total share capital) within three months after the third trading day following the announcement [1] - The total planned reduction amounts to a maximum of 2,412,534 shares (3.00% of total share capital) [1]
聚胶股份:股东郑朝阳拟减持不超3%公司股份
Xin Lang Cai Jing· 2025-09-24 12:00
Core Viewpoint - Zheng Chaoyang, a shareholder holding 4.28% of the company, plans to reduce his stake in the company through both centralized bidding and block trading methods, potentially affecting the stock's liquidity and market perception [1] Summary by Categories Shareholder Reduction Plan - Zheng Chaoyang intends to reduce his holdings by up to 804,178 shares (1.00% of total share capital) through centralized bidding within three months after the announcement [1] - Additionally, he plans to reduce up to 1,608,356 shares (2.00% of total share capital) through block trading within three months after the announcement [1] - The total reduction could amount to 2,412,534 shares (3.00% of total share capital) [1]
聚胶股份股东郑朝阳拟减持不超3%股份
Zhi Tong Cai Jing· 2025-09-24 11:52
Core Viewpoint - Zheng Chaoyang, a shareholder of JuJiao Co., plans to reduce his holdings by up to 2.4125 million shares, which represents no more than 3.00% of the company's total share capital within three months after the announcement of this reduction plan [1] Summary by Category - **Shareholder Reduction Plan** - Zheng Chaoyang intends to reduce his shareholding by a maximum of 2.4125 million shares [1] - The reduction will occur within three months following the announcement, starting 15 trading days after the announcement [1] - This reduction accounts for up to 3.00% of the total share capital of JuJiao Co. [1]