证券代码：301299 证券简称：卓创资讯 公告编号：2025-040 山东卓创资讯股份有限公司 关于 2025 年度中期分红派息实施公告 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。 山东卓创资讯股份有限公司（以下简称"公司"或"本公司"）2025 年度 中期利润分配方案已分别经 2025 年 8 月 21 日召开的第三届董事会第十七次会议 和第三届监事会第十四次会议审议通过，现将分红派息事宜公告如下： 一、股东大会审议通过利润分配方案的情况 1. 公司于 2025 年 5 月 12 日召开 2024 年年度股东大会，审议通过了《关于 公司 2024 年度利润分配方案及 2025 年现金分红规划的议案》，股东大会同意授 权董事会在符合监管要求和在现金分红上限不超过相应期间归属于公司股东净 利润的前提下，制定公司 2025 年（包含中期及第三季度）利润分配方案并在规 定期限内实施。 2. 公司于 2025 年 8 月 21 日召开的第三届董事会第十七次会议和第三届监 事会第十四次会议，分别审议通过了《关于公司 2025 年度中期利润分配方案的 议案》，具体利 ...

人民财讯9月2日电，9月2日，国内期货市场纯苯主力合约跌破6000元/吨关口。现货市场方面，据卓创 资讯，截至9月1日，华东纯苯主流市场收盘5840—5880元/吨，较8月初低200—240元/吨。美元汇率走 弱，乌克兰袭击欧洲某国能源基础设施，布伦特原油期货在波动后收涨，对市场信心有一定提振，预计 华东纯苯价格有止跌企稳迹象。 ...

Group 1 - A-share companies are increasingly planning to list in Hong Kong, indicating a trend in the market [1] - A total of 29 A-share listed companies have disclosed plans for Hong Kong listings this month [1] - Notable companies involved in this trend include Huaxin Cement, Shengbang Co., Dongcheng Pharmaceutical, and others [1]

7月份国内棉花库存继续消耗下滑，距离新棉上市尚需2个月，部分业者担忧新棉上市前棉花供应或出现偏紧可能。尤其是去年新疆棉采收阶段，部分棉业脱落不及时，造成棉花整体颜色级下滑 7月进料加工贸易方式进口占比继续减少，一般贸易方式进口占比增加 7月份按进口贸易方式来看，进料加工贸易方式占比最低，且延续6月下降趋势，主要因5月份海关总署等相关部门发布"关于调整海关特殊监管区域、保税监管场所和区外加工贸易有关管理措施 8月下旬，2025年棉花进口滑准税加工贸易配额下发20万吨，实行凭合同申领的方式发放。由于此次发放配额数量相对较少，且通过加工贸易方式进行生产的纺织企业占比也较少，且相关要求规 责任编辑：李铁民 【导语】7月份中国进口棉花数量环比增加，但同比保持减少。随着国内棉花库存量减少，尤其是优质棉供应偏紧，商企进口优质棉花需求增强，进口澳棉占比放量。但进口配额有限局面下，预 7月份棉花进口量环比增加，同比减少 据海关总署最新公布数据显示，2025年7月中国棉花进口量为5.31万吨，环比增加93.48%，同比减少73.34%。伴随国内棉花库存持续减少，市场通过进口棉花补充供应的需求不断提升，加之 进口澳棉环比放量增长 ...

Core Viewpoint - In August, the national pig prices experienced a downward trend due to a combination of increased supply from farms and the traditional off-season for consumption. The market is expected to continue facing oversupply in September, with potential downward pressure on prices, necessitating close monitoring of policy implementation [1]. Group 1: August Pig Price Trends - In August, the national average pig price was 13.80 yuan/kg as of August 27, reflecting a month-on-month decrease of 5.15% and a year-on-year decline of 32.16% [2]. - The highest price recorded was 14.27 yuan/kg on August 1, while the lowest was 13.59 yuan/kg on August 27, with a maximum price difference of 0.68 yuan/kg [2]. Group 2: Supply and Demand Dynamics - The supply side saw a high outflow from farms in early August, with larger pigs entering the market, leading to an abundance of supply. However, demand was weak due to high temperatures and the traditional off-season for pork consumption [4]. - As August progressed, smaller pigs (110-120 kg) began to dominate the market, which, due to their shorter turnover and lower costs, further pressured overall market prices downward [4]. - Despite a slight improvement in demand towards the end of August due to school and enterprise stocking, the overall purchasing volume was lower than in previous years, limiting the demand's impact on prices [4]. Group 3: September Price Outlook - In September, the pig supply is expected to increase due to delayed outflows from farms, with some farms possibly accelerating their outflow to avoid excessive supply pressure in the fourth quarter [5]. - The demand in early September is anticipated to remain weak, with only a slight improvement expected due to the upcoming National Day and Mid-Autumn Festival, but overall support for prices is limited [5]. - Policy changes regarding cross-province pig transportation starting September 1, 2025, may have mixed effects on different regions, necessitating ongoing observation of policy impacts on the market [5].

人民财讯8月28日电，据卓创资讯（301299），9月全国石油沥青计划量为259.3万吨，较8月计划量增加 16万吨，增幅为6.58%。从时间进度来看，9月计划量大概率将成为年内产量最高水平，随后有望逐步 走低，供应端将继续施压现货市场。 ...

Market Overview - On August 28, the digital media sector rose by 0.12% compared to the previous trading day, with *ST Fanli leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] Stock Performance - The following stocks in the digital media sector showed notable performance: - *ST Fanli (600228) closed at 4.73, up 4.19% with a trading volume of 227,300 shares and a turnover of 108 million yuan [1] - Zhangyue Technology (603533) closed at 22.20, up 1.98% with a trading volume of 196,800 shares and a turnover of 433 million yuan [1] - Mango Super Media (300413) closed at 25.90, up 1.17% with a trading volume of 283,500 shares and a turnover of 727 million yuan [1] - Other stocks like Xinhua Net (603888) and Shining Technology (301313) also saw slight increases [1] Capital Flow - The digital media sector experienced a net outflow of 396 million yuan from institutional investors, while retail investors saw a net inflow of 362 million yuan [2][3] - The following stocks had significant capital flow: - *ST Fanli had a net inflow of 13.37 million yuan from institutional investors, but a net outflow from retail investors [3] - Other stocks like Mango Super Media and Zhangyue Technology faced net outflows from institutional investors but had varying net inflows from retail investors [3]

人民财讯8月28日电，成本下行叠加货源充足影响，近日PTA行情下跌。据卓创资讯（301299）分析， 近期原油行情震荡下跌，对PTA成本支撑减弱。虽然有部分PTA装置检修，但市场供应平稳，并未货 紧。9月上旬将有3套分别为225万吨、220万吨、450万吨PTA装置陆续重启，淡化现阶段PTA装置检修 的影响。预计短期PTA行情偏弱震荡。 ...

Group 1 - The company has authorized its management to initiate the process of issuing H-shares and listing on the Hong Kong Stock Exchange to enhance its global strategy and brand image [1] - The issuance and listing of H-shares require approval from the board, shareholders, and relevant regulatory bodies, indicating significant uncertainty regarding the implementation [2] - The company plans to discuss specific details of the H-share issuance and listing with relevant intermediaries, but no details have been finalized yet [1][2] Group 2 - For the first half of 2025, the company reported a revenue of 171 million yuan, a year-on-year increase of 15.75%, while net profit attributable to shareholders decreased by 10.72% to 35 million yuan [2] - The company announced a mid-year profit distribution plan, proposing a cash dividend of 3.00 yuan per 10 shares, totaling approximately 18.11 million yuan [2] - As of June 30, 2025, the company's cumulative undistributed profits amounted to approximately 96.92 million yuan [2] Group 3 - The company has a history of significant dividend payouts, with the total dividends for 2023 and 2024 being 123 million yuan and 111.38 million yuan, respectively, which were 236.24% and 157.97% of the net profit attributable to shareholders [4] - The 2024 profit distribution plan includes a cash dividend of 10.00 yuan per 10 shares, totaling 60.38 million yuan, with no capital reserve conversion or stock dividends [5] - The 2023 profit distribution plan included a cash dividend of 16.50 yuan per 10 shares, totaling 99 million yuan, also without capital reserve conversion or stock dividends [6]

Group 1 - The supply of eggs is in an upward cycle, leading to an increase in quantity but a decrease in price [1] - There is a moderate negative correlation (0.60) between the average monthly price of eggs and the number of laying hens, indicating that higher stock levels typically result in lower prices [1] - The supply of powdered eggs is more bearish compared to brown eggs, with a rising trend in the breeding of powdered hens due to increased feed costs since 2021 [1] Group 2 - By 2025, feed costs for eggs are expected to rebound slightly, decreasing by 1.63% compared to the previous year, which alleviates cost pressure on breeding units [2] - Despite lower feed costs, egg prices are declining, leading to prolonged periods of profit loss for single eggs [2] - A decrease in egg supply is anticipated after August, as the number of suitable old hens for elimination is expected to decline from high levels [2]