每经AI快讯，泰禾股份（SZ 301665，收盘价：31元）8月24日晚间发布半年度业绩报告称，2025年上半 年营业收入约24.13亿元，同比增加23.15%；归属于上市公司股东的净利润约1.82亿元，同比增加 72.2%；基本每股收益0.43元，同比增加65.38%。 每经头条（nbdtoutiao）——鲍威尔"认错"，释放最强降息信号，美股狂欢！37万亿美元压顶，美国"债 务死亡螺旋"如何破解？ 截至发稿，泰禾股份市值为140亿元。 （记者 胡玲） ...

Core Viewpoint - Taihe Co., Ltd. reported a significant increase in both revenue and net profit for the first half of the year, indicating strong financial performance and growth potential [1] Financial Performance - The company achieved an operating revenue of 2.413 billion yuan, representing a year-on-year growth of 23.15% [1] - The net profit attributable to shareholders reached 182 million yuan, showing a substantial year-on-year increase of 72.20% [1] - Basic earnings per share were reported at 0.43 yuan [1]

证券代码：301665 证券简称：泰禾股份 公告编号：2025-047 南通泰禾化工股份有限公司 关于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内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 根据《上市公司募集资金监管规则》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》的有关规定，南通泰禾化工股份有限 公司（以下简称"公司"）2025 年半年度募集资金存放、管理与使用情况说明 如下： 一、募集资金基本情况 （一）实际募集资金金额及资金到位情况 经中国证券监督管理委员会《关于同意南通泰禾化工股份有限公司首次公开 发行股票注册的批复》（证监许可[2025]32 号）同意注册，公司首次公开发行人 民币普通股（A 股）45,000,000 股，每股面值人民币 1.00 元，每股发行价格为 10.27 元，募集资金总额为 46,215.00 万元，扣除承销和保荐费用不含税金额 3,223.59 万元（不含已经支付的不含税金额 566.04 万元）后的募集资金余额为 42,991.41 万元，已由主承销商光大证券股份有限公司于 ...

| | | 占用方与上 | 上市公司 | 2025 年期 | 2025 年半年度 | 2025 年半年度 | | 2025 年半 | 2025 年半 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 非经营性资金占用 | 资金占用方名称 | 市公司的关 | 核算的会 | 初占用资 | 占用累计发生金 | 占用资金的利 | | 年度偿还 | 年度期末 | 占 用 形 | 占用性质 | | | | 联关系 | 计科目 | 金余额 | 额(不含利息) | 息(如有) | | 累计发生 | 占用资金 | 成原因 | | | | | | | | | | | 金额 | | 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 ...

2024 年 可持续发展报告 南通泰禾化工股份有限公司 股票简称：泰禾股份 股票代码：301665 目录 | 关于本报告 | 04 | 附录 | 96 | | --- | --- | --- | --- | | 董事长致辞 | 06 | 关键绩效 | 96 | | | | 指标索引 | 100 | | 年可持续发展亮点 | 08 | 鉴证声明 | 106 | | 走进泰禾 | 10 | 意见反馈 | 108 | | 2024 | | | | | 治理体系 | 18 | | --- | --- | | 商业道德 | 19 | | 内控机制 | 27 | | 股东权益保护 | 27 | | ESG 管理 | 28 | 16 78 治理责任 社会责任 环境责任 | 科技创新 | 36 | 员工权益 | | | 48 | | | --- | --- | --- | --- | --- | --- | --- | | 至臻品质 | 38 | 员工成长 | 60 | | | | | 优质服务 | 41 | 员工活动 | | | | 65 | | 行业合作 | 42 | 员工健康安全 | 67 | | | | | 可持续供 ...

证券代码：301665 证券简称：泰禾股份 公告编号：2025-046 南通泰禾化工股份有限公司 第三届监事会第十四次会议决议公告 本公司及监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、监事会会议召开情况 南通泰禾化工股份有限公司（以下简称"公司"）第三届监事会第十四次会议于 2025年8月21日以现场结合通讯方式召开（其中，1人以通讯表决方式出席本次会议） 。本次监事会会议通知于2025年8月15日通过电子邮件等方式发出。本次会议应出 席监事3名，实际出席监事3名。本次会议由监事会主席李正先先生召集并主持，本 次会议的通知、召集、召开和表决程序符合《中华人民共和国公司法》等有关法律、 行政法规、规范性文件及《公司章程》的有关规定。 二、监事会会议审议情况 经与会监事审议，以投票表决方式通过了以下决议： 1、审议通过了《关于公司<2025年半年度报告>全文及其摘要的议案》； 监事会认为：公司《2025年半年度报告》全文及其摘要的编制程序符合法律、 行政法规、中国证券监督管理委员会和深圳证券交易所的相关规定，报告内容真实、 准确、完整，不存在虚假记载、误导性陈述或 ...

证券代码：301665 证券简称：泰禾股份 公告编号：2025-045 南通泰禾化工股份有限公司 第三届董事会第二十一次会议决议公告 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。 一、董事会会议召开情况 南通泰禾化工股份有限公司（以下简称"公司"）第三届董事会第二十一次会 议通知已于 2025 年 8 月 15 日通过书面方式送达。会议于 2025 年 8 月 21 日以现 场结合通讯方式在公司会议室召开。本次会议应出席董事 9 名，实际出席董事 9 名（其中 4 人以通讯表决方式出席本次会议）。会议由董事长田晓宏先生召集并 主持，公司监事、高级管理人员列席了会议。本次会议的召开和表决程序符合《中 华人民共和国公司法》等法律、法规、规范性文件和《公司章程》的有关规定， 会议合法、有效。 二、董事会会议审议情况 全体董事经过认真审议和表决，形成如下决议： 1、审议通过了《关于公司<2025 年半年度报告>全文及其摘要的议案》 公司董事会认为，公司编制《2025 年半年度报告》及其摘要的程序符合法 律、行政法规和中国证监会的规定，报告内容公允地反映了公司 202 ...

证券代码：301665 证券简称：泰禾股份 公告编号：2025-048 南通泰禾化工股份有限公司 南通泰禾化工股份有限公司（以下简称"公司"）于2025年8月21日召开第三 届董事会第二十一次会议、第三届监事会第十四次会议，审议通过了《关于公 司2025年半年度利润分配预案的议案》。本次利润分配预案满足公司于2025年 5月21日召开的2024年年度股东会审议通过的关于授权董事会制定2025年中期 分红事项，无需再次提交股东会审议。现将相关事宜公告如下： 一、利润分配预案基本情况 根据公司2025年半年度财务报表（未经审计），公司2025年半年度合并报表 归属于上市公司股东的净利润为182,153,638.21元，母公司2025年半年度实现净利 润-2,673,814.19元，按照《公司章程》和《中华人民共和国公司法》的规定，由 于公司法定盈余公积金计提总额已达到公司股本50%以上，本半年度公司不再提 取法定盈余公积金。截至2025年6月30日，公司合并报表累计未分配利润为 2,157,192,687.28元，母公司累计未分配利润507,495,449.63元，根据利润分配应以 合并财务报表和母公司报表中可供 ...

Financial Performance - The company's operating revenue for the reporting period reached ¥2,412,859,915, representing a 23.15% increase compared to ¥1,959,326,709 in the same period last year [26]. - Net profit attributable to shareholders was ¥182,153,638, marking a significant increase of 72.20% from ¥105,780,765 in the previous year [26]. - The net profit after deducting non-recurring gains and losses was ¥180,934,999, which is a 79.39% increase from ¥100,861,288 in the same period last year [26]. - Basic earnings per share increased to ¥0.43, up 65.38% from ¥0.26 in the same period last year [26]. - The company's total assets at the end of the reporting period were ¥6,228,104,836.91, an 11.45% increase from ¥5,588,250,011.74 at the end of the previous year [26]. - Net assets attributable to shareholders rose to ¥3,415,579,541.57, a 12.92% increase from ¥3,024,755,772.75 at the end of the previous year [26]. - The weighted average return on net assets improved to 5.72%, up from 3.77% in the previous year, indicating a 1.95% increase [26]. - The company reported a significant decrease in financial expenses by 61.49% to ¥6,744,000.81, attributed to increased foreign exchange gains [54]. Investment and Capital Structure - The company completed a capital increase from ¥405 million to ¥450 million, with total shares increasing from 40.5 million to 45 million [25]. - The total amount of funds raised through the initial public offering (IPO) was RMB 462.15 million, with a net amount of RMB 389.77 million after deducting issuance costs [67]. - The company has committed to invest RMB 21 million in the production project of the fungicide intermediate, with a cumulative investment of RMB 3.18 million as of the reporting period [68]. - The company plans to utilize the remaining raised funds for subsequent project funding and to replace pre-invested funds [67]. - The total amount of funds raised is allocated to various projects, with a total commitment of RMB 104.49 million across all projects [68]. Research and Development - The company's R&D investment increased by 47.07% to ¥89,735,372.95, driven by higher outsourced R&D costs and employee compensation [54]. - The company has developed proprietary production technologies for key products, achieving world-class scale and quality in its core products, including Bacillus thuringiensis, pyraclostrobin, and 2,4-D [39]. - The company has established a new pesticide creation platform capable of screening nearly 1,000 compounds annually, supporting the development and registration of new products [41]. Market and Industry Outlook - The global pesticide industry is expected to shrink by 6.3% in 2024, with a market value of $70.061 billion, ending three consecutive years of growth [33]. - The global population is projected to reach 8.2 billion by mid-2024, driving long-term growth in the pesticide market due to increased food demand [34]. - The FAO's food price index is expected to rise to 128.3 points by April 2025, encouraging farmers to increase grain production and pesticide usage [34]. Risk Management - The company emphasized the importance of risk awareness regarding forward-looking statements made in the report, highlighting potential operational risks and mitigation strategies [6]. - The report outlines the company's strategies for managing market risks and ensuring sustainable growth in the face of industry challenges [9]. - The company has established risk management measures for foreign exchange forward transactions to mitigate potential losses [74]. - The company is addressing exchange rate risks by studying international trade policies and utilizing financial tools to mitigate currency fluctuations [82]. Corporate Governance and Compliance - The board of directors confirmed that all members attended the meeting to review the semi-annual report, ensuring accountability for the report's accuracy [5]. - The financial report indicates a focus on maintaining transparency and compliance with accounting standards, both domestically and internationally [9]. - The company emphasizes the protection of shareholder rights and adheres to relevant laws and regulations to ensure transparent communication with investors [94]. - The company has established a multi-level governance structure, including a board of directors and various specialized committees [179]. Environmental and Social Responsibility - The company is committed to environmental sustainability, with initiatives aimed at reducing water, energy, and waste emissions through innovative manufacturing processes [44]. - The company has established a robust environmental management system and aims for continuous improvement in pollution control and resource utilization [98]. - The company has been recognized for its commitment to social responsibility, receiving multiple awards and certifications, including the Ecovadis Gold Medal [46]. Shareholder Information - The company plans to distribute a cash dividend of 2.00 yuan per 10 shares, totaling 90,000,000 yuan, which represents 100% of the distributable profit [91]. - The total number of shares for the dividend distribution is based on 450,000,000 shares [91]. - The shareholder structure indicates that foreign investors hold 76.85% of the shares post-issuance [138]. - The total number of common shareholders at the end of the reporting period is 19,688 [141]. Financial Position and Assets - Cash and cash equivalents increased to CNY 963,140,469.49, making up 15.46% of total assets, up from 9.02% last year, a change of 6.44% [59]. - Total liabilities increased to CNY 2,305,930,337.80 from CNY 2,124,759,531.67, reflecting a growth of approximately 8.5% [154]. - The company's retained earnings reached CNY 2,157,192,687.28, slightly up from CNY 2,155,039,049.07, showing a marginal increase [154]. - The total equity attributable to the parent company at the end of the period is CNY 3,279,345,597.23, an increase from the previous year's CNY 2,750,949,047.92 [172].

Core Insights - The trend of "less fundraising," "quick approval," and "fast listing" is becoming mainstream in the IPO market due to strict quality control and regulatory scrutiny on high pricing and oversubscription [1] - As of now, 46 companies are scheduled for IPOs by 2025, with half of them reducing their fundraising amounts, primarily in the range of 20%-40% [1] - The probability of reducing fundraising amounts is notably higher for companies on the Sci-Tech Innovation Board and the Beijing Stock Exchange [1] Fundraising Adjustments - Among the companies scheduled for IPOs, Taikaiying has reduced its fundraising from approximately 770 million yuan to about 390 million yuan, focusing on core projects [2] - The specialized equipment manufacturing and computer, communication, and other electronic equipment manufacturing sectors have seen the most significant reductions in fundraising amounts [2][3] - In the newly listed companies this year, 40 out of 65 have also experienced fundraising reductions, with the most significant drop being 73% for Saifen Technology [4] Industry Distribution - The computer, communication, and other electronic equipment manufacturing sectors have the highest number of companies with reduced fundraising amounts, followed by specialized equipment manufacturing and electrical machinery [6] - The trend of reducing fundraising amounts is consistent across both scheduled IPOs and newly listed companies, indicating a broader industry pattern [6] Reasons for Fundraising Reductions - The adjustments in fundraising amounts are influenced by regulatory policies and strategic shifts within companies [7] - A significant number of companies have chosen to cut or eliminate "supplementary working capital" projects due to regulatory scrutiny [8] - Companies like Marco Polo and Zhongce Rubber have made substantial cuts to their fundraising plans, focusing on core business development instead [8] Strategic Adjustments - Some companies have faced questions regarding the necessity and feasibility of their fundraising projects, leading to reductions in planned investments [9] - Companies like Hengkun New Materials have adjusted their fundraising plans due to changes in market conditions and strategic realignments [10]