博迁新材(605376) - 2025 Q2 - 季度财报

Section I Definitions Definitions of Common Terms This chapter defines common terms and professional jargon used in the report to ensure accurate understanding - MLCC refers to Multilayer Ceramic Capacitors[13] - The current reporting period refers to January 1, 2025, to June 30, 2025[13] - The prior period refers to January 1, 2024, to June 30, 2024[13] Section II Company Profile and Key Financial Indicators I. Company Information This section provides the company's basic registration information, including its Chinese name, abbreviation, legal representative, establishment date, and registered address - The company's Chinese name is Jiangsu Boqian New Material Co., Ltd., abbreviated as Boqian New Material[15] - The company's legal representative is Wang Liping[15] - The company was established on November 5, 2010[15] II. Contact Person and Information This section lists the contact information for the company's Board Secretary and Securities Affairs Representative, including names, addresses, phone numbers, fax, and email - The Board Secretary's name is Jiang Ying, and the Securities Affairs Representative's name is Yan Fan[16] - The contact address for both is No. 23 Jiangshan Avenue, Suqian High-tech Development Zone[16] - The contact phone number is 0527-80805920, and the email address is stock@boqianpvm.com[16] III. Overview of Changes in Basic Information During the reporting period, there were no changes to the company's registered address, office address, website, or email address - The company's registered address is No. 23 Jiangshan Avenue, Suqian High-tech Development Zone, with no changes during the reporting period[17] - The company's office address is No. 23 Jiangshan Avenue, Suqian High-tech Development Zone, with no changes during the reporting period[17] - The company's website is http://www.boqianpvm.com/, and its email address is stock@boqianpvm.com, with no changes during the reporting period[17] IV. Overview of Changes in Information Disclosure and Document Storage Locations The company designates Shanghai Securities News for information disclosure, with the semi-annual report published on www.sse.com.cn and available at the company's Securities Affairs Department, with no changes during the reporting period - The company's designated information disclosure newspaper is Shanghai Securities News[18] - The website for publishing the semi-annual report is **www.sse.com.cn**[18](index=18&type=chunk) - The company's semi-annual report is available at the company's Securities Affairs Department, with no changes during the reporting period[18] V. Company Stock Overview The company's A-shares are listed on the Shanghai Stock Exchange, with stock abbreviation Boqian New Material and stock code 605376, with no prior abbreviation - The company's stock type is A-shares, listed on the Shanghai Stock Exchange[19] - The stock abbreviation is Boqian New Material, and the stock code is 605376[19] - There was no prior stock abbreviation[19] VII. Key Accounting Data and Financial Indicators In H1 2025, operating revenue increased by 18.30% year-on-year, and net profit attributable to shareholders increased by 93.34%, driven by consumer electronics recovery and AI server demand for high-performance MLCCs, while net cash flow from operating activities decreased by 34.80% due to significant raw material purchases H1 2025 Key Accounting Data | Key Accounting Data | Current Period (Jan-Jun) | Prior Period | YoY Change (%) | | :--- | :--- | :--- | :--- | | Operating Revenue (RMB) | 518,546,155.02 | 438,314,808.09 | 18.30 | | Total Profit (RMB) | 116,861,923.76 | 57,554,562.24 | 103.05 | | Net Profit Attributable to Shareholders (RMB) | 105,521,549.31 | 54,577,371.41 | 93.34 | | Net Profit Attributable to Shareholders After Non-Recurring G&L (RMB) | 98,072,656.54 | 43,662,555.26 | 124.62 | | Net Cash Flow from Operating Activities (RMB) | 120,723,083.21 | 185,168,272.81 | -34.80 | | Net Assets Attributable to Shareholders (Period-End, RMB) | 1,601,235,898.18 | 1,534,884,151.24 | 4.32 | | Total Assets (Period-End, RMB) | 1,928,266,281.86 | 1,787,200,282.98 | 7.89 | H1 2025 Key Financial Indicators | Key Financial Indicators | Current Period (Jan-Jun) | Prior Period | YoY Change (%) | | :--- | :--- | :--- | :--- | | Basic EPS (RMB/share) | 0.40 | 0.21 | 90.48 | | Diluted EPS (RMB/share) | 0.40 | 0.21 | 90.48 | | Basic EPS After Non-Recurring G&L (RMB/share) | 0.37 | 0.17 | 117.65 | | Weighted Average ROE (%) | 6.65 | 3.25 | increase by 3.40 percentage points | | Weighted Average ROE After Non-Recurring G&L (%) | 6.18 | 2.72 | increase by 3.46 percentage points | - Net profit attributable to shareholders of the listed company increased by over 50% year-on-year, primarily benefiting from the continued recovery of the downstream consumer electronics market in 2024 and increased demand for high-performance MLCCs from AI servers and other terminal devices, leading to sustained improvement in the company's main business and a significant optimization of its sales product structure[22] - The significant change in net cash flow from operating activities was primarily due to a substantial increase in raw material purchases during the current period[23] [IX. Non-Recurring Gains and Losses Items and Amounts](index=6&type=section&id=%E4%B9%9D%E3%80%81%E9%9D%9E%E5%B8%B8%E8%A7%84%E6%80%A7%E6%8D%9F%E7%9B%8A%E9%A1%B9%E7%9B%AE%E5