金十数据7月10日讯，新股N同宇高开超110%，报180元。同宇新材本次公开发行股票1000万股，其中 公开发行新股1000万股，发行价格84元/股，新股募集资金8.4亿元，发行后总股本4000万股。同宇新材 主要从事电子树脂的研发、生产和销售。 新股N同宇高开超110% ...

Core Viewpoint - The company expects a significant decline in its performance for the first half of 2025 compared to the same period last year, primarily due to a substantial drop in sales prices of its main products, leading to a decrease in gross profit margin [1][2]. Financial Performance Forecast - The company forecasts a net profit of between 35 million to 50 million yuan for the first half of 2025, compared to a net profit of 133.84 million yuan in the same period last year, indicating a decline of 73.85% to 62.64% [1]. - The expected net profit after deducting non-recurring gains and losses is projected to be between 2 million to 17 million yuan, down from 63.09 million yuan in the previous year, reflecting a decrease of 96.83% to 73.05% [1]. - The basic earnings per share are anticipated to be between 0.0223 yuan to 0.0319 yuan, compared to 0.09 yuan per share in the same period last year [1]. Communication with Auditors - The company has communicated with its auditing firm regarding the performance forecast, and there are no discrepancies between the two parties concerning the forecast for this reporting period [1]. - The performance forecast has not undergone pre-audit by the registered accounting firm [1]. Reasons for Performance Change - The primary reason for the decline in the company's performance for the first half of 2025 compared to the same period last year is the significant decrease in the sales prices of its main products, which has led to a substantial drop in gross profit margin [1].

Core Viewpoint - Sichuan Lutianhua Co., Ltd. announced the completion of a share reduction plan by shareholders holding more than 5% of the company's shares, specifically China Bank's Luzhou Branch and its affiliates, which reduced their holdings by approximately 1,567,980 shares, representing 1% of the total share capital [1][4]. Shareholder Reduction Implementation - The shareholders planned to reduce their holdings by a maximum of 15,680,000 shares within three months starting from May 22, 2025, through centralized bidding on the stock exchange [1][4]. - The actual reduction occurred between June 18, 2025, and July 7, 2025, with a total of 1,567,980 shares sold, reaching the 1% threshold [1][4]. Shareholding Situation Before and After Reduction - Before the reduction, the Luzhou Branch held 15,188,040 shares (9.69% of total shares), and after the reduction, it holds 14,264,300 shares (9.10%) [3][5]. - The Chengdu Jinjiang Branch held 5,733,570 shares (3.66%) before and 5,384,860 shares (3.43%) after the reduction [3][5]. - The Ningxia Branch held 4,859,120 shares (3.10%) before and 4,563,590 shares (2.91%) after the reduction [3][5]. - The total shares held by these branches decreased from 25,780,730 shares (16.44%) to 24,212,750 shares (15.44%) [3][5]. Price Range of Share Reduction - The share reduction occurred at a price range with a maximum transaction price of 5.08 CNY per share and a minimum transaction price of 4.61 CNY per share [2]. Compliance and Impact - The reduction plan was consistent with previously disclosed intentions, and the actual reduction did not exceed the planned amount, indicating that the plan was completed ahead of schedule [5][6]. - The shareholders involved are not the controlling shareholders or actual controllers of the company, and the reduction will not lead to a change in control or significantly impact the company's governance structure and future operations [5][6].

Group 1 - The company has received approval from the Shenzhen Stock Exchange for the issuance of A-shares to specific investors, and the China Securities Regulatory Commission has issued a consent for registration [1] - The independent directors have agreed to authorize the chairman and the lead underwriter to negotiate adjustments to the issuance price if the number of shares issued does not reach 70% of the proposed amount in the subscription invitation document [1] - The proposal regarding the authorization for the issuance of A-shares will be submitted to the company's 11th board meeting for review, with related directors required to abstain from voting [2]

Group 1 - The company expects to achieve a net profit attributable to shareholders of 255 million to 280 million yuan for the first half of 2025, representing an increase of 142.32 million to 167.32 million yuan compared to the same period last year, with a year-on-year growth of 126.30% to 148.49% [1][2] - The company anticipates a net profit attributable to shareholders after deducting non-recurring gains and losses of 250 million to 275 million yuan, which is an increase of 143.87 million to 168.87 million yuan year-on-year, reflecting a growth of 135.56% to 159.12% [1][2] - The previous year's net profit attributable to shareholders was 112.68 million yuan, with a total profit of 137.13 million yuan [2] Group 2 - The main reasons for the profit increase include the rise in refrigerant prices due to reduced production quotas for second-generation fluorinated refrigerants (HCFCs) and the continuation of third-generation fluorinated refrigerants (HFCs) quota management policies, which have strengthened supply constraints while downstream demand has steadily increased [1][3] - The company has optimized its product structure by focusing on improving production efficiency and product quality of fluorinated polymer materials, leading to increased production and sales volume, along with a decrease in raw material costs [3]

【DT新材料】 获悉，近日， 中石 化 迎来二大关键产品技术突破！ 1. 己内酰胺成套技术：打破垄断！ 建成全球最大装置 近日， 中国石油和化学工业联合会 组织鉴定委员会对 石科院 牵头完成 的" 变革性己内酰胺成套技术及产业化应用 "进 行了科技成果鉴定。鉴定委员 会一致认定，此项变革性己内酰胺成套技术整体达到国际领先水平。 己内酰胺 是第二大合成纤维和工程塑料尼龙6的单体，广泛应用于纺织、包装、电子、汽车、航天航空等新材料领域。 然而，其生产长期被高能耗、 高排放、复杂工艺与安全风险所困扰，国内产业更面临三重严峻挑战： 1. 原料生产瓶颈： 环己酮 传统工艺存在碳原子利用率低、三废排放量大等问题，被列入国家重点环境风险防控化学品名单； 2.技术封锁限制： 过氧化氢 生产技术受制于国外封锁， 国内固定床技术生产效率低、重大安全事故频发等问题； 3.产品性能与环保压力：高端领域应用受限，以及生产能耗和二氧化碳排放高，废水排放量大且COD、氨氮、总氮含量高，具有强生物毒性，影响生化 系统运行等问题。 对此，团队国际首创 环己烯酯化加氢制备环己酮新技术 ：发明 负载型苯选择加氢催化剂和工艺，攻克高活性、高选择性不 ...

Core Viewpoint - The company Jinshi Resources (603505.SH) announced that the Hangzhou Intermediate People's Court in Zhejiang Province has approved the withdrawal of a lawsuit filed by Guangzhou Tianci High-tech Materials Co., Ltd. and Jiujiang Tianci High-tech Materials Co., Ltd. [1] Summary by Relevant Sections - **Lawsuit Details** - The plaintiffs initially sought a total compensation of 90 million RMB for economic losses and an additional 802,000 RMB for legal fees and other expenses [1] - **Court Decision** - The court has granted the plaintiffs' request to withdraw the lawsuit, indicating that the case will not impact the company's current or future profits [1]

Core Viewpoint - Luzhou Laojiao (000912) announced that its major shareholders, including the Bank of China Luzhou Branch and its concerted actions, have completed their share reduction plan, impacting the company's stock ownership structure [1] Summary by Relevant Sections - **Share Reduction Details** - The Bank of China Luzhou Branch and its concerted actions have cumulatively reduced their holdings by 15.68 million shares, which accounts for approximately 1% of the company's total share capital [1] - The reduction occurred at a price range with a maximum transaction price of 5.08 yuan per share and a minimum transaction price of 4.61 yuan per share [1] - **Post-Reduction Shareholding Structure** - After the share reduction, the three shareholders collectively hold 242 million shares, representing 15.44% of the total share capital [1]

泸天化（000912）公告，预计2025年1月1日至2025年6月30日归属于上市公司股东的净利润为3500万 元-5000万元，比上年同期的1.34亿元下降73.85%-62.64%。扣除非经常性损益后的净利润为200万 元-1700万元，比上年同期的6309万元下降96.83%-73.05%。基本每股收益预计为0.0223元/股–0.0319元/ 股。公司2025半年度业绩较去年同期下降的主要原因是公司主要产品销售价格比去年同期大幅下降，导 致毛利率大幅下降。 ...

Summary of Key Points Core Viewpoint - The company has decided to repurchase and cancel a total of 660,032 shares from its employee stock ownership plan due to unmet performance targets for the first lock-up period of the 2024-2026 employee stock ownership plan [1][3]. Group 1: Reasons for Repurchase and Cancellation - The repurchase and cancellation are based on the provisions of the employee stock ownership plan, which stipulates that if the company's performance targets are not met, the corresponding unvested shares must be repurchased and canceled [2][3]. - The repurchase price is set at 6.13 yuan per share plus the interest from bank deposits [3]. Group 2: Details of the Repurchase - The repurchase involves 81 individuals, including key executives such as the chairman and general manager, with a total of 660,032 shares to be canceled [3]. - After the cancellation, the remaining shares in the employee stock ownership plan will total 990,048 shares [3]. Group 3: Impact on Share Capital Structure - Following the repurchase and cancellation, the total number of shares will decrease from 312,901,360 to 312,241,328 [4][5]. - The cancellation of these shares is not expected to have a significant impact on the company's financial status or operational results [4].