每周股票复盘：三星新材（603578）H1营收增48.31%但净利转亏

Core Viewpoint - Samsung New Materials (603578) has seen a stock price increase of 3.99% this week, closing at 13.55 yuan, with a total market capitalization of 2.419 billion yuan as of September 12, 2025 [1] Company Announcements - The company has received approval from the Shanghai Stock Exchange for a private placement of shares, which has also been registered by the China Securities Regulatory Commission. The issuance price is set at 10.73 yuan per share, aiming to raise a total of 576.24 million yuan, all of which will be used to supplement working capital [3][6] - The controlling shareholder, Jin Xitai, will subscribe to the shares, and the shares will be locked for 36 months post-issuance [3][4][6] Shareholder Changes - Following the completion of the issuance, the total share capital will increase to 234,065,391 shares, with Jin Xitai's ownership rising to approximately 33.85%. This issuance will not alter the company's control [4][6] Performance Disclosure Highlights - For the first half of 2025, the company reported operating revenue of 796.14 million yuan, a year-on-year increase of 48.31%. However, the net profit attributable to shareholders was -30.23 million yuan, a decline of 153.52% year-on-year, primarily due to significant asset impairment losses from the Guohua Jintai photovoltaic glass project and rising R&D and financial expenses [5][6] - Excluding the impact of Guohua Jintai, the net profit from existing operations only decreased by 2.12% year-on-year [5][6]