Group 1 - The company reported the production, sales, and revenue of its main product, silica, with a production volume of 91,740.56 tons, sales volume of 94,174.85 tons, and sales revenue of 558.39 million yuan [1] - The price of sulfur increased significantly, with a quarter-on-quarter rise of 41.20% and a year-on-year increase of 126.81% [1] - There were no other significant events affecting the company's production and operations during the reporting period [1]

Core Viewpoint - The report details the fundraising and usage status of Quecheng Silicon Chemical Co., Ltd., highlighting the total amount raised, the allocation of funds, and the management of these funds in compliance with regulatory requirements [1][2][3]. Fundraising Overview - The company raised a total of RMB 700,598,992.50 through the issuance of 48,720,375 shares at a price of RMB 14.38 per share, with a net amount of RMB 645,742,388.73 after deducting underwriting fees [1]. - As of June 30, 2025, the cumulative usage of the raised funds amounted to RMB 662,388,300, with specific allocations for projects including the production of water glass and high-dispersion silica for green tires [1][4]. Fund Management - The company has established a fundraising management system in accordance with regulatory guidelines to ensure proper storage and usage of the funds, protecting investor interests [2][3]. - A special account for fundraising has been opened, and the company has signed tripartite supervision agreements with banks to ensure compliance with regulations [3]. Actual Fund Usage - The actual usage of the raised funds for the first half of 2025 is detailed, with no prior investments or replacements reported [3][5]. - The company has approved the use of up to RMB 50 million of temporarily idle funds for cash management, ensuring that this does not affect the normal operation of fundraising projects [5]. Project Funding and Adjustments - The company has not made any changes to the fundraising projects during the reporting period, and there have been no transfers or replacements of the fundraising investment projects [4][5]. - The company has utilized RMB 9,703.07 million through bank acceptance bills for project payments, ensuring that there is no harm to shareholder interests [4][5]. Remaining Funds - As of June 30, 2025, the remaining balance in the fundraising account is RMB 2,623.18 million, which will be used for contract payments once conditions are met [5].

Core Viewpoint - The report highlights the financial performance and operational status of Quechen Silicon Chemical Co., Ltd. for the first half of 2025, showcasing growth in revenue and net profit, alongside a focus on sustainable practices and innovation in the silica industry. Company Overview and Financial Indicators - The company achieved a revenue of approximately 1.11 billion yuan, representing a year-on-year increase of 3.87% [2] - The total profit reached approximately 322 million yuan, up by 5.67% compared to the previous year [2] - The net profit attributable to shareholders was around 276 million yuan, reflecting a growth of 5.44% [2] - The net cash flow from operating activities increased significantly by 56.38% to approximately 336 million yuan [2] - As of June 30, 2025, the company's total assets amounted to approximately 4.08 billion yuan, a 6.92% increase from the end of the previous year [2] Business Operations and Market Position - The company specializes in the research, development, manufacturing, and sales of precipitated silica, becoming one of the world's leading manufacturers in this field [3] - It operates three domestic production bases in Wuxi, Chuzhou, and Sanming, and one overseas base in Thailand, with a total silica production capacity ranking third globally [3] - The primary markets for the company's products include the rubber industry, particularly for high-performance tires, animal nutrition, toothpaste, and silicone rubber [3] Industry Trends and Developments - The demand for green tires, which utilize high-dispersion silica, is increasing due to their low rolling resistance and enhanced performance, aligning with global sustainability trends [3][4] - The tire industry is shifting towards sustainable materials, with major manufacturers adopting renewable and recycled materials to meet environmental standards [4][5] - The company is actively involved in the development of biomass-based silica production technologies, which significantly reduce carbon emissions and enhance product competitiveness [10] Research and Development - The company has established a New Materials Technology Research Institute to foster innovation and collaboration with research institutions, focusing on new silica applications and other inorganic materials [3] - Continuous investment in R&D has led to significant advancements, including the development of high-dispersion silica production technologies and the establishment of a post-doctoral research station [16] Competitive Advantages - The company maintains a comprehensive supply chain, producing key raw materials such as sodium silicate and sulfuric acid in-house, which stabilizes raw material quality and mitigates cost fluctuations [19][20] - Strong relationships with major international tire manufacturers enhance the company's market presence and recognition, making it the largest exporter of silica in China [17][18]

| 确成硅化学股份有限公司2025 | 年半年度报告摘要 | | --- | --- | | 公司代码：605183 | 公司简称：确成股份 | | 确成硅化学股份有限公司 | | | 第一节 重要提示 | | | 展规划，投资者应当到上海证券交易所网站（www.sse.com.cn）仔细阅读半年度报告全文。 | | | 在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 | | | 第二节 公司基本情况 | | | 股票种类 股票上市交易所 股票简称 | 股票代码 变更前股 | | 票简称 | | | A股 上海证券交易所 确成股份 | 605183 / | | 联系人和联系方式 董事会秘书 | 证券事务代表 | | 姓名 王今 | 任海燕 | | 0510-88793288 电话 | 0510-88793288 | | 办公地址 江苏省无锡市锡山区安镇街道 | 江苏省无锡市锡山区安镇街 | | 山河路50号浙大网新科创园 | 山河路50号浙大网新科创园 | | | 单位：元 币种：人民币 | | 本报告期末 上年度末 | | | | 增减(%) | | | 6.92 | | 东的净资产 | | ...

证券代码：605183 证券简称：确成股份 公告编号：2025-038 确成硅化学股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 一、 会议召开和出席情况 确成硅化学股份有限公司（以下简称"公司"）第五届董事会第三次会议于 于 2025 年 8 月 8 日以邮件方式发出。公司现有董事 7 人，出席会议并表决的董 事 7 人。 董事会认为：公司 《2025 年半年度报告及其摘要》的编制和审议程序符合 相关法律、法规及《公司章程》等内部规章制度的规定；公司 《2025 年半年度 报告及其摘要》的内容真实、准确、完整，无虚假记载、误导性陈述或者重大遗 漏，内容与格式符合相关规定，公允地反映了公司 2025 年半年度的财务状况和 经营成果等事项；公司 2025 年半年度报告及其摘要编制过程中，未发现公司参 与半年度报告编制和审议的人员有违反保密规定的行为。 本议案已经公司第五届董事会审计委员会第二次会议审议通过并同意提交 董事会审议。 详情请见同日在上海证券交易所网站（www.sse.com.cn）上的披露的《20 ...

确成硅化学股份有限公司 2025年半年度 募集资金存放与使用情况的专项报告 证券代码：605183 证券简称：确成股份 公告编号：2025-039 一、 募集资金基本情况 根据本公司 2020 年第三届董事会第九次会议决议和修改后的章程规定，以及中国 证券监督管理委员会证监许可[2020]2296 号文《关于核准确成硅化学股份有限公司首次 公开发行股票的批复》，核准公司发行不超过 48,720,375 股新股。本公司向社会公开发 行人民币普通股（A 股）股票 48,720,375 股，每股面值 1.00 元，溢价发行，发行价为 每股 14.38 元，募集资金总额为人民币 700,598,992.50 元，扣除发行费用人民币 75,883,035.85 元后，实际募集资金净额为人民币 624,715,956.65 元。 截止 2020 年 12 月 1 日，本公司本次公开发行人民币普通股（A 股）股票募集资金 总额为 700,598,992.50 元，由主承销商中信建投证券股份有限公司扣除承销保荐费尾款 （不含税）54,856,603.77 元后，将剩余募集资金 645,742,388.73 元汇入公司募集资金 ...

证券代码：605183 证券简称：确成股份 公告编号：2025-040 确成硅化学股份有限公司 2025 年第二季度主要经营数据公告 1、主要产品的价格变动情况 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 确成硅化学股份有限公司（以下简称"公司"）根据《上海证券交易所上市 公司自律监管指引第 3 号——行业信息披露》第十三号——化工的要求，现将 2025 年第二季度主要经营数据披露如下： 一、主要产品的产量、销量及收入实现情况 | 主要产品 | 2025 | 年 4-6 | 月 | 2025 | 年 | 4-6 月 | 2025 4-6 | 年 | 月 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 产量（吨） | | | 销量（吨） | | | 销售金额（万元） | | | | 二氧化硅 | | 91,740.56 | | 94,174.85 | | | 55,838.87 | | | 二、主要产品和原材料价格变动情况 报告期内 ...

证券代码：605183 证券简称：确成股份 公告编号：2025-038 确成硅化学股份有限公司 (一)审议通过《2025 年半年度报告正文及摘要》 董事会认为：公司 《2025 年半年度报告及其摘要》的编制和审议程序符合 相关法律、法规及《公司章程》等内部规章制度的规定；公司 《2025 年半年度 报告及其摘要》的内容真实、准确、完整，无虚假记载、误导性陈述或者重大遗 漏，内容与格式符合相关规定，公允地反映了公司 2025 年半年度的财务状况和 经营成果等事项；公司 2025 年半年度报告及其摘要编制过程中，未发现公司参 与半年度报告编制和审议的人员有违反保密规定的行为。 本议案已经公司第五届董事会审计委员会第二次会议审议通过并同意提交 董事会审议。 第五届董事会第三次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 一、 会议召开和出席情况 确成硅化学股份有限公司（以下简称"公司"）第五届董事会第三次会议于 2025 年 8 月 21 日在公司会议室以现场和视频会议相结合的方式召开。会议通知 于 2025 ...

确成硅化学股份有限公司2025 年半年度报告 公司代码：605183 公司简称：确成股份 确成硅化学股份有限公司 2025 年半年度报告 1 / 171 确成硅化学股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不 存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人阙伟东、主管会计工作负责人王今及会计机构负责人（会计主管人员）曹力荣 声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 2025年半年度不进行利润分配或公积金转增股本 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中涉及的未来计划、发展战略等前瞻性描述不构成公司对投资者的实质承诺，请投资者注 意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 ...

Group 1 - The company achieved operating revenue of 1,112.68 million yuan, representing a year-on-year increase of 3.87% [1] - The net profit attributable to shareholders of the listed company was 276.11 million yuan, showing a year-on-year growth of 5.44% [1] - The Chinese tire market in the first half of 2025 faced a mix of challenges and opportunities due to the interplay of incremental production capacity and trade barriers [1] Group 2 - The successful launch of new production capacity and steady growth in the automotive market provided valuable support for the industry [1] - The prices of key raw materials, such as soda ash and quartz sand, experienced slight declines and remained stable, contributing to the steady growth of the company's main business [1]