Brother Enterprises (SZ:002562) Zheng Quan Shi Bao·2025-09-17 20:51Group 1 - The company expects a net profit of 100 million to 115 million yuan for the first three quarters, representing a year-on-year growth of 207.32% to 253.42% [1] - The growth in performance is attributed to the increase in prices of certain vitamin products, improved capacity utilization and sales volume of phenol, and a decrease in costs, leading to an overall increase in gross margin compared to the previous year [1] - The company specializes in the pharmaceutical, food, and specialty chemicals sectors, with a strong market position in vitamins and chromium salts, holding a leading market share globally [1] Group 2 - The company has officially entered the PEEK field with its phenol product, which is a key raw material for synthesizing polyether ether ketone (PEEK) [2] - The demand for PEEK products in China is projected to grow at a compound annual growth rate of 16.82% from 2022 to 2027, driving an increase in the consumption of phenol [2] - The company has completed sample submissions to major domestic PEEK manufacturers and is actively promoting its phenol products in this high-growth area [2] Group 3 - Several institutions increased their holdings in the company by the end of the second quarter, with notable increases from the Guotai CSI Livestock Breeding ETF and two QFII institutions, which have entered the top ten shareholders list [3] - The Guotai CSI Livestock Breeding ETF holds 9.0855 million shares, reflecting an increase from the previous quarter [3] - The two QFII institutions hold 4.0033 million shares and 3.8585 million shares, ranking as the sixth and eighth largest shareholders, respectively [3]