惠柏新材料科技（上海）股份有限公司 2025 年半年度报告全文 惠柏新材料科技（上海）股份有限公司 2025 年半年度报告 2025-041 2025 年 8 月 1 惠柏新材料科技（上海）股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人杨裕镜、主管会计工作负责人徐会及会计机构负责人(会计主 管人员)徐会声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告中涉及的未来发展规划、经营计划等前瞻性表述，不构成公司对 投资者及相关人士的实质承诺，投资者及相关人士均应对此保持足够的风险 认识，并且应当理解计划、预测与承诺之间的差异，敬请广大投资者注意风 险，理性投资。 公司在本报告中详细阐述了公司生产经营中可能发生的有关风险因素， 详见本报告"第三节管理层讨论与分析"之"十、公司面临的风险和应对措 施"，提请广大投资者关注相关内容，并注意投资风险。 公司计划不派发现金红利，不 ...

Market Overview - The plastic sector increased by 0.63% on August 25, with Anli Co. leading the gains [1] - The Shanghai Composite Index closed at 3883.56, up 1.51%, while the Shenzhen Component Index closed at 12441.07, up 2.26% [1] Stock Performance - Anli Co. (300218) closed at 23.80, with a rise of 11.74% and a trading volume of 284,000 shares [1] - Ping An Electric (001359) saw a 10.00% increase, closing at 56.55 with a trading volume of 108,900 shares [1] - Wankai New Materials (301216) rose by 7.20%, closing at 17.27 with a trading volume of 370,600 shares [1] - Other notable performers include Huibai New Materials (301555) up 5.80% and Meilian New Materials (300586) up 4.84% [1] Capital Flow - The plastic sector experienced a net outflow of 676 million yuan from institutional investors, while retail investors contributed a net inflow of 545 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Anli Co. had a net outflow of 85.33 million yuan from institutional investors, with retail investors contributing a net inflow of 73.18 million yuan [3] - Wankai New Materials saw a net inflow of 34.44 million yuan from institutional investors, while retail investors had a slight net inflow of 456,780 yuan [3] - Ping An Electric experienced a net inflow of 33.79 million yuan from institutional investors, but a net outflow of 51.52 million yuan from retail investors [3]

Company Overview - Huibo New Materials Co., Ltd. is located in Jiading District, Shanghai, and was established on December 15, 2010. The company specializes in modified epoxy resins with special formulations [3]. - The company was listed on October 31, 2023, and operates in the basic chemical industry, specifically in plastics and synthetic resins [3]. Stock Performance - As of August 22, Huibo's stock price decreased by 2.05%, trading at 32.42 CNY per share, with a total market capitalization of 2.991 billion CNY [1]. - Year-to-date, Huibo's stock has increased by 38.13%, but it has seen a decline of 5.26% over the last five trading days. In the last 20 days, the stock rose by 11.91%, and in the last 60 days, it increased by 24.79% [3]. Capital Flow - There was a net outflow of 8.8387 million CNY in principal funds, with no significant large orders for buying. The selling volume for large orders was 2.4719 million CNY, accounting for 7.49% of the total [2]. - The buying volume for large orders was 2.3078 million CNY, representing 6.99%, while the selling volume for large orders was 8.6746 million CNY, making up 26.28% [2]. Financial Performance - For the period from January to March 2025, Huibo achieved a revenue of 493 million CNY, reflecting a year-on-year growth of 148.09% [3]. - The company has distributed a total of 20.2987 million CNY in dividends since its A-share listing [3]. Shareholder Information - As of March 31, the number of Huibo's shareholders was 9,636, which is a decrease of 3.91% compared to the previous period. The average number of circulating shares per shareholder increased by 4.05% to 5,016 shares [3].

Core Viewpoint - The forum emphasized the collaborative development of new energy and energy storage, particularly in the context of the cancellation of mandatory energy storage requirements, highlighting the need for market-driven approaches and ecological empowerment in building a green energy system in the western regions of China [1][28]. Group 1: Forum Overview - The 10th Energy Storage Western Forum was held in Hohhot, Inner Mongolia, with over 500 representatives from government, academia, and industry discussing the synergy between new energy and energy storage [1]. - The forum was co-hosted by several organizations, including the China Energy Research Society and the Zhongguancun Energy Storage Industry Technology Alliance [1]. Group 2: Key Speakers and Insights - Key figures included Shi Yubo, Chairman of the China Energy Research Society, who highlighted the unique advantages of the western region for large-scale energy storage applications due to abundant wind and solar resources [6]. - Xu Ziming from the National Energy Administration emphasized the rapid development of new energy storage since the 14th Five-Year Plan and outlined three focus areas for the 15th Five-Year Plan: top-level design, market mechanism improvement, and high-quality development [9]. Group 3: Technological Directions - Academician Ouyang Minggao proposed three major directions for energy storage technology: battery storage, vehicle-to-grid (V2G) systems, and green hydrogen storage, emphasizing the need for multi-disciplinary innovation [12]. - The focus on battery storage includes breakthroughs in safety and cost reduction, aiming for a storage cost of 0.1 yuan/Wh [12]. Group 4: Industry Practices - Wang Lixin from Inner Mongolia Power Group discussed the establishment of a long-term compensation mechanism for energy storage, which provides stability for project revenues [15]. - Zheng Yaodong from Southern Power Grid highlighted the operational efficiency of their energy storage stations, with some achieving over 3,150 operational hours annually [17]. Group 5: Industry Data and Trends - Chen Haisheng reported that by mid-2025, China's new energy storage capacity reached 101.3 GW, marking a significant increase from previous years, with expectations for further growth to 236.1-291.2 GW by 2030 [20]. - The forum also saw the release of a book on compressed air energy storage, showcasing two decades of research in the field [22]. Group 6: Strategic Insights - Wen Yuliang from CRRC Zhuzhou Institute emphasized the importance of innovation in energy storage value, focusing on diverse application scenarios and technological breakthroughs [25]. - Si Zheng from Beijing Haibo Technology highlighted the opportunities arising from the cancellation of mandatory energy storage, suggesting that energy storage will play a crucial role in stabilizing the grid and enhancing the profitability of renewable energy projects [28]. Group 7: Forum Discussions - The forum included discussions on market mechanisms and business models, addressing challenges in energy storage commercialization and integration into the power market [30]. - Specialized workshops focused on zero-carbon park development, innovative storage technologies, and the integration of energy storage with data centers [31].

近日，记者从信用中国（上海）获悉，惠柏新材料科技（上海）股份有限公司（惠柏新材 301555.SZ）因安全生产隐患管理类违法，被上海市嘉定区应急管 理局罚款4.5万元。 违法事实为：2025年6月6日，经查当事人惠柏新材料科技（上海）股份有限公司存在使用危险物品未采取可靠的安全措施的违法行为。 新闻热线电话0531-85193242 版宗10時 首页 市场应用 社会责 关于影响 V 惠柏新材 301555 关于我们 关于我们 首页 V 专注于提供高效的环氧树脂解决方案 惠柏新材料科技(上海) 股份有限 追踪国内外相关技术及应用动态， | 欢迎来到信用中国 | | | --- | --- | | | 双公示数 | | | 行政相对人名称 | | | 相对人代码 | | | 行政处罚决定书文号 | | | 处罚类别 | | # 1 = F | 处罚决定日期 | | | 处罚内容 | | 双公示目录查询 | 罚款金额(万元) | | | 没收违法所得、没收非法财物的金额（万元） | | 行政许可目录 | 暂扣或吊销证照名称及编号 | | | 违法行为类型 | | 行政处罚目录 | 违法事实 | | | 处罚依据 | ...

专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股CFO数据报告》显示，2024年A股上市公司财务总监CFO群体薪酬规模合计达42.70亿元，平 注：数据来源于choice，截止2024年末任期不满1年的不参与统计，CFO包括部分公司总会计师等。计算薪酬同比变动幅度时，截止2023年末任期不满1年的不参与统计。 责任编辑：公司观察 按学历来看，塑料行业CFO学历以本科为主，占比50.75%，硕士占比29.85%，大专占比19.40%。 按年龄来看，塑料行业CFO年龄普遍超过（含）40岁，年龄最小的为普利特（维权）CFO周臻纶及博菲电气CFO田会芳，均为1993年生，年仅32岁。2024年，周臻纶及田会芳薪酬分别为109.6 工龄最长的为银禧科技CFO顾险峰，自2011年7月起任CFO至今长达14年之久。2024年，顾险峰年薪85.85万元，同比增长24.8%，高出行业平均薪酬20.02%。公司经营业绩层面，2024年银禧 按薪酬高低来看，CFO年薪超过百万的上市公司共12家， ...

通过天眼查大数据分析，惠柏新材料科技(上海)股份有限公司共对外投资了12家企业，参与招投标项目 33次，知识产权方面有商标信息69条，专利信息72条，此外企业还拥有行政许可40个。 来源：金融界 天眼查商业履历信息显示，惠柏新材料科技(上海)股份有限公司，成立于2010年，位于上海市，是一家 以从事化学原料和化学制品制造业为主的企业。企业注册资本9226.67万人民币，实缴资本5500万人民 币。公司法定代表人为杨裕镜。 惠柏新材最新一期业绩显示，截至2025一季报，公司营业总收入4.93亿元、同比增长148.09%，归属净 利润881.92万元，同比增长283.16%，扣非净利润813.15万元，同比增长236.08%，流动比率1.443、速动 比率1.274、资产负债率60.55%。 金融界消息 截至2025年8月5日收盘，惠柏新材（301555）报收于33.92元，上涨3.29%，换手率 15.62%，成交量7.55万手，成交金额2.54亿元。 资金流向方面，今日主力资金净流入1349.79万元，占比成交额5.31%。其中，超大单净流出44.07万 元、占成交额0.17%，大单净流入1393.87万元、 ...

Group 1 - The company's stock price closed at 32.84 yuan on August 4, down 1.85% from the previous trading day [1] - The stock price fluctuated between 32.16 yuan and 34.01 yuan, with a trading volume of 74,322 hands and a transaction amount of 245 million yuan, resulting in a turnover rate of 15.37% [1] - The company specializes in the research and production of high-performance composite materials, primarily used in the fields of new energy and electronics [1] Group 2 - The company's total market capitalization is 3.03 billion yuan, with a circulating market value of 1.59 billion yuan [1] - On August 4, there was a net outflow of 2.36 million yuan in main funds, but over the past five trading days, there has been an overall net inflow of 47.33 million yuan [1] - A rapid rebound was observed in the morning session, with a price increase of over 2% within five minutes before 9:35 AM [1]

Group 1 - The core viewpoint of the news is that Huibai New Materials (301555) has shown significant growth in its financial performance, with a notable increase in revenue and net profit in the latest quarterly report [1][3] - As of August 1, 2025, Huibai New Materials' stock closed at 33.46 yuan, with a slight decrease of 0.09% and a trading volume of 68,700 hands, amounting to a transaction value of 226 million yuan [1] - The company's latest quarterly report indicates total operating revenue of 493 million yuan, representing a year-on-year growth of 148.09%, and a net profit attributable to shareholders of 8.82 million yuan, up 283.16% year-on-year [1] Group 2 - The company has a current liquidity ratio of 1.443 and a quick ratio of 1.274, indicating a healthy short-term financial position [1] - Huibai New Materials has made investments in 12 companies and participated in 33 bidding projects, showcasing its active engagement in the market [2] - The company holds 69 trademark registrations and 72 patents, along with 40 administrative licenses, reflecting its commitment to innovation and compliance [2]

Core Viewpoint - The article highlights the innovative solutions provided by Haibo Sichuang Technology Co., Ltd. in the energy storage and charging sector, emphasizing the integration of artificial intelligence and energy storage technologies to enhance efficiency and reduce operational costs [3][7][11]. Group 1: Company Overview - Haibo Sichuang was founded in 2011 by three returnees in Haidian, Beijing, leveraging the area's rich resources in top universities and high-tech enterprises [4]. - Over the past decade, the company has evolved from a small R&D firm to a large-scale private listed company with over a thousand employees, recognized as a national high-tech enterprise and a "little giant" in specialized innovation [4]. Group 2: Innovative Solutions - The company has introduced a flexible and compact charging and storage integration machine that can be installed in parking spaces, significantly increasing the number of charging stations compared to traditional setups [3]. - The "Energy Storage + X" model proposed by Haibo Sichuang aims to integrate various energy sources such as wind, solar, and thermal power, creating value across multiple application scenarios [7]. Group 3: Embracing Artificial Intelligence - The company has developed an AI-driven algorithm model for managing the entire lifecycle of energy storage stations, achieving a 99.7% accuracy rate in alarm warnings, which reduces the likelihood of failures and maintenance costs [10]. - AI is embedded throughout the energy storage business chain, transforming the company from a "functional device" provider to a "smart energy decision-making hub" [11]. Group 4: Future Directions - Haibo Sichuang plans to focus on deepening the integration of AI technology with energy storage and developing products tailored to specific application scenarios, aiming to create a comprehensive smart energy storage technology system [13]. - The company is committed to expanding its market presence both domestically and internationally, providing diverse energy storage solutions to various clients [13].