TRONLY(SZ:300429) Xin Lang Zheng Quan·2025-09-02 01:58Company Overview - Strongly New Materials Co., Ltd. is located in Changzhou, Jiangsu Province, and was established on November 22, 1997. The company was listed on March 24, 2015. Its main business involves the research, production, and sales of various photoresist specialty electronic chemicals in the electronic materials sector [2]. - The revenue composition of the company includes: 27.33% from other-purpose photoinitiators, 18.98% from PCB photoinitiator, 17.93% from LCD photoinitiator, 11.18% from chemical raw material trading, 10.14% from PCB photoinitiator resin, 6.96% from semiconductor photoinitiator, 6.81% from other compounds, and 0.68% from other sources [2]. Financial Performance - For the first half of 2025, the company achieved an operating income of 458 million yuan, a year-on-year decrease of 1.58%. The net profit attributable to the parent company was -17.09 million yuan, a year-on-year decrease of 1733.02% [2]. - As of June 30, 2025, the number of shareholders was 75,300, an increase of 20.23% compared to the previous period. The average circulating shares per person were 5,297, a decrease of 16.83% [2]. Market Activity - On September 1, the stock price of Strongly New Materials increased by 1.00%, with a trading volume of 306 million yuan. The margin trading data indicated a financing purchase amount of 36.61 million yuan and a financing repayment of 37.51 million yuan, resulting in a net financing buy of -0.90 million yuan [1]. - The total margin trading balance as of September 1 was 454 million yuan, with the financing balance accounting for 5.95% of the circulating market value, which is above the 80th percentile level over the past year, indicating a high level [1]. - In terms of securities lending, on September 1, the company repaid 100 shares and sold 3,900 shares, with a selling amount of 55,300 yuan. The remaining securities lending volume was 56,600 shares, with a balance of 803,200 yuan, also above the 60th percentile level over the past year, indicating a relatively high level [1]. Dividend Distribution - Since its A-share listing, Strongly New Materials has distributed a total of 205 million yuan in dividends. However, there have been no dividend distributions in the past three years [3]. Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the sixth-largest circulating shareholder, holding 2.1431 million shares, a decrease of 830,100 shares compared to the previous period [3].