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【私募调研记录】趣时资产调研三维化学
Zheng Quan Zhi Xing· 2025-08-25 00:10
Group 1 - The core viewpoint of the article highlights the recent research conducted by the well-known private equity firm Qushi Asset on a listed company, Sanwei Chemical, which has shown significant growth in revenue and profit in the first half of 2025 [1] - Sanwei Chemical achieved an operating revenue of 1.24881 billion yuan, representing a year-on-year increase of 21.81%, and a net profit attributable to shareholders of 120.36 million yuan, up 42.54% year-on-year [1] - The company has signed uncompleted orders amounting to 1.62946 billion yuan in its engineering business and is focusing on flexible production models and technological upgrades in its chemical operations [1] Group 2 - Sanwei Chemical's profit distribution plan for the first half of 2025 includes a cash dividend of 1.00 yuan per 10 shares, totaling 64.89 million yuan [1] - The company is financially robust and plans to optimize existing operations while actively expanding into downstream fine chemicals and exploring external growth opportunities [1]