事件：8 月25 日晚，公司发布2025 年半年度报告。1H25 公司实现营业总收入42.48 亿元，同比 +18.58%；实现归母净利润4.84 亿元，同比+16.36%；实现扣非归母净利润4.66 亿元，同比+8.16%。 2Q25 公司实现营业总收入22.46 亿元，同比+8.65%；实现归母净利润2.54 亿元，同比+1.27%；实现扣 非归母净利润2.44 亿元，同比-1.23%。 有机氟业务持续放量，完善产业链布局打开远期成长空间。报告期内，公司涉及的下游医药健康领域的 需求增加，带动了公司含氟医药中间体的销量增长。新能源、数据中心、数字基建等产业的发展，带动 了相应氟材料的配套需求。同时，受某国际主流氟化工企业退出市场的影响，全球电子氟化液市场处于 供应切换窗口，公司氟化液产品客户认证基本完成，市场需求增长。进而带动公司有机氟化学品持续放 量，1H25 公司实现营业收入7.22 亿元，同比+1.37%。未来公司将持续推进氟化工产业链强链补链，三 明海斯福年产3 万吨高端氟精细化学品项目（三期）和三明海斯福氟新材料研究中心项目一方面将提升 部分产品产能，另一方面推动部分研发新产品实现工业化生产，进 ...

Group 1 - In Q1 2025, Yingkou Dashiqiao Economic Development Zone focuses on high-quality development, planning to start or resume 25 projects with a total investment of 2.205 billion yuan [1] - Fixed asset investment is expected to reach 100 million yuan in Q1, representing a year-on-year increase of 8.2%, while the technical contract transaction amount is projected to be 10.5 million yuan, up 31.2% year-on-year [1] - The number of provincial-level green factories in the zone has increased to 3, with 2 new clean production enterprises added [1] Group 2 - In 2025, the zone aims to strengthen and supplement industrial chains, targeting fine chemicals, aluminum industry, and non-ferrous metals, while deepening cooperation with regions like Jiangsu, Shanghai, and Chuzhou [2] - Projects such as a 600 million yuan wind power and photovoltaic project with Shenyang Aircraft Corporation and a deep processing project for 50,000 tons of fuel oil and 100,000 tons of asphalt in Kuwait are being promoted [2] - The zone continues to implement the "Management Committee + Company" model to enhance the business environment and ensure rapid response to enterprise demands through various initiatives [2]

Group 1 - The Liaoning Yingkou Municipal Government reported that the Dashi Bridge Economic Development Zone is focusing on project construction, industrial development, and reform innovation, expecting fixed asset investment to reach 100 million yuan, a year-on-year increase of 8.2% [1] - The expected technical contract transaction amount is 10.5 million yuan, representing a year-on-year growth of 31.2% [1] - The number of provincial-level green factories in the Dashi Bridge Economic Development Zone has increased to 3, with 2 new clean production enterprises established [1] Group 2 - The Dashi Bridge Economic Development Zone has been approved as a green industrial park in Liaoning Province and has established the province's first environmental protection access conditions for development zones [1] - The zone is focusing on three leading industries: new materials, metal manufacturing, and circular economy, and has signed framework agreements for projects such as a 5 million kilowatt agricultural photovoltaic project and a 680 million yuan comprehensive treatment project for metallurgical solid waste [1] - The zone is implementing a "Management Committee + Company" operational model and has established a mechanism for leadership support and specialized teams to manage projects like Aode Gas and Shendong Environmental Protection [1] Group 3 - The Dashi Bridge Economic Development Zone plans to strengthen and supplement the industrial chain, targeting fine chemicals and deepening cooperation with regions like Jiangsu, Shanghai, and Chuzhou [2] - Projects such as the annual production of 50,000 tons of fuel oil and 100,000 tons of asphalt deep processing in Kuwait are being promoted [2] - The zone aims to optimize the business environment through initiatives like "leaders entering the park," "entrepreneur reception days," and establishing a "proactive response" mechanism for enterprise demands [2]