据证券之星公开数据整理，近期泰和科技(300801)发布2025年中报。截至本报告期末，公司营业总收入 13.92亿元，同比上升27.68%，归母净利润5636.82万元，同比上升3.9%。按单季度数据看，第二季度营 业总收入7.38亿元，同比上升29.64%，第二季度归母净利润2792.13万元，同比上升125.58%。本报告期 泰和科技应收账款上升，应收账款同比增幅达38.66%。 本次财报公布的各项数据指标表现一般。其中，毛利率11.02%，同比减22.42%，净利率4.05%，同比减 18.62%，销售费用、管理费用、财务费用总计6011.5万元，三费占营收比4.32%，同比增9.67%，每股净 资产11.34元，同比增5.12%，每股经营性现金流0.4元，同比减41.22%，每股收益0.26元，同比增4.72% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 10.9亿 | 13.92亿 | 27.68% | | 归母净利润(元) | 5425.14万 | 5636.82万 | 3.90% | | 扣非 ...

Group 1: Production and Technology - Continuous production at Taihe Technology refers to automated, continuous input and output processes, offering advantages such as safety, lower investment, stable product quality, and reduced labor needs [1] - The annual production capacity of self-produced phosphorus trichloride is 240,000 tons, with significant technical advantages leading to lower production costs for downstream phosphorus-containing products [2] - Current projects for PEEK, PEN, and PPS are in the pilot testing stage, with PEEK samples already being sent out [2] Group 2: Research and Development - Taihe Technology has approximately 150 R&D personnel, excluding analysis, design, and engineering staff, with the lithium sulfide project team composed entirely of internally trained professionals [3] - The brain biofeedback device developed by Taihe Technology provides real-time feedback for meditation, enhancing user experience compared to existing products [2] Group 3: Incentive Mechanism - The incentive mechanism for executives includes performance indicators linked to business operations, with year-end bonuses based on the completion of these indicators [3] - Business personnel's compensation consists of a fixed salary plus year-end bonuses, determined by market development performance [3] Group 4: Future Growth Points - Future profit growth is expected to come from water treatment agents, electronic chemicals, new materials, battery materials (including sodium battery components and solid-state electrolyte raw materials), and ongoing and planned projects [4]