证券代码：603086 证券简称：先达股份 公告编号：2025-039 山东先达农化股份有限公司 2025 年半年度主要经营数据公告 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。 根据上海证券交易所《上市公司行业信息披露指引第十八号—化工》等相关 规定，山东先达农化股份有限公司（以下简称"公司"）现将 2025 年半年度主 要经营数据披露如下（均不含税）： | 产品 | 主要产品 | 2025 年 | 1-6 | 月产 | 2025 年 | 1-6 | 月销 | 2025 年 | 1-6 | 月销 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 类别 | | | 量（吨） | | | 量（吨） | | 售金额（万元） | | | | 除草剂 | 烯草酮系列 | | 6,111.65 | | | 6,096.36 | | 58,534.47 | | | | | 咪草烟系列 | | 1,094.57 | | | 1,113.03 ...

一、主要产品的产量、销量及收入实现情况 | 项目 | 2025 | 年 | 4-6 | 月产 | 2025 | 年 | 4-6 | 月销量 | 2025 | 年 | 4-6 | 月销售 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 量（吨） | | | | | （吨） | | | | 金额（万元） | | | 主要农药原药 | | | | 9,474.79 | | | | 13,956.48 | | | | 42,316.24 | | 主要农药中间体 | | | 219,030.73 | | | | | 247,082.20 | | | | 42,542.80 | 二、主要产品价格变动情况（不含税） | 项目 | 2025年4-6月平均 | 2024年4-6月平均 | 价格变动情况 | | --- | --- | --- | --- | | | 销售价格（元/吨） | 销售价格（元/吨） | | | 主要农药原药 | 30,320.14 | 28,916.07 | 4.86% | ...

Key Points - Dameng Data's general manager Pi Yu is under investigation, but the company expects no significant impact on operations [2] - Jiangte Electric's subsidiary Yichun Yinli is set to resume production after equipment maintenance [3] - Dazhihui clarifies it has not engaged in cross-border payment or virtual asset trading, despite market speculation [4] Financial Performance - Xiaomi Group reported a Q2 revenue of 116 billion yuan, a 30.5% year-on-year increase, with adjusted net profit of 10.8 billion yuan, up 75.4% [5] - G-bits achieved a revenue of 2.518 billion yuan in H1, a 28.49% increase, with net profit of 645 million yuan, up 24.50% [6] - Fuyao Glass reported H1 revenue of 21.447 billion yuan, a 16.94% increase, with net profit of 4.805 billion yuan, up 37.33% [7] - Wuzhou Special Paper's H1 revenue was 4.122 billion yuan, a 20.13% increase, but net profit fell to 122 million yuan, down 47.57% [8] - Haikong Air Conditioning reported a H1 revenue of 549 million yuan, a 22.53% decrease, resulting in a net loss of 7.6431 million yuan [9] - Xianda Co. reported H1 revenue of 1.423 billion yuan, an 11.82% increase, with net profit soaring to 136 million yuan, up 2561.58% [10] - Tibet Tourism achieved H1 revenue of 90.3397 million yuan, a 1.49% decrease, but net profit turned positive at 2.0932 million yuan, compared to a loss in the previous year [11]

人民财讯8月19日电，贝斯美（300796）8月19日晚间披露2025年半年报，公司上半年实现营业收入7.76 亿元，同比增长16.57%；归母净利润为3470.64万元，同比增长109.7%。基本每股收益0.1元。 ...

公司本次计提的资产减值直接计入2025年半年度当期损益，减少本期归属于母公司所有者权益414.17万 元，减少本期归属于母公司所有者的净利润414.17万元。 （文章来源：每日经济新闻） 贝斯美（SZ 300796，收盘价：12.25元）8月19日晚间发布公告称，为更加真实、准确的反映公司截至 2025年6月30日的资产状况和财务状况，公司及子公司对各类资产进行全面清查和减值测试，对截至 2025年6月30日合并报表范围内可能发生减值的资产计提相应的信用减值准备及资产减值准备。经公司 对2025年半年度末存在可能发生减值迹象的资产，范围包括应收账款、其他应收款、存货等，进行全面 清查和资产减值测试后，计提2025年半年度各项资产减值准备414.17万元。 2024年1至12月份，贝斯美的营业收入构成为：农药中间体及二甲戊灵原药二甲戊灵制剂占比99.94%， 其他业务占比0.06%。 ...

公司经本次董事会审议通过的利润分配预案为：以公司总股本 1,979,919,191 股扣除回购专户上已回购股份 华邦生命健康股份有限公司 2025 年半年度报告全文 华邦生命健康股份有限公司 华邦生命健康股份有限公司 2025 年半年度报告全文 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、准确、完整，不存在虚假记载、误导性陈述或者重 大遗漏，并承担个别和连带的法律责任。 公司负责人张松山、主管会计工作负责人王剑及会计机构负责人(会计主管人员)王剑声明：保证本半年度报告中财 务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本半年度报告中涉及的未来计划、发展战略等前瞻性陈述不构成公司对投资者的实质承诺，敬请投资者注意投资风 险。风险因素请参见本报告第三节"管理层讨论与分析"中"公司面临的风险和应对措施"部分，请投资者注意阅读。 ，送红股 0 股 （含税） ，不以公积金转增股本。 华邦生命健康股份有限公司 2025 年半年度报告全文 华邦生命健康股份有限公司 2025 年半年度报告全文 （一）载有公司负责人、主管会计工作负责人、会计机构负责人（会计主管人员）签名并盖章的财务报 ...

Group 1 - The core point of the article is that Huabang Health announced the convening of its 2025 first extraordinary shareholders' meeting through a communication vote on August 18, 2025 [2] - The revenue composition for Huabang Health in 2024 is as follows: pesticides account for 56.52%, pharmaceuticals for 26.22%, tourism for 9.46%, others for 4.66%, and healthcare for 3.15% [2]

Investment Rating - The report provides a standard investment rating for the chemical industry, indicating a positive outlook for specific sectors within the industry [5]. Core Insights - The report highlights the impact of the explosion at Kanto Denka's facility in Japan, which is expected to create opportunities for domestic electronic gas suppliers as Kanto Denka holds a 90% market share in nitrogen trifluoride production in Japan [6][13]. - The first World Humanoid Robot Games held in Beijing is seen as a catalyst for the robotics industry's development, showcasing technological innovation and attracting talent [6][14]. - The report emphasizes the structural optimization of supply in the chemical sector, suggesting a focus on sectors with significant elasticity and competitive advantages, such as organic silicon and membrane materials [6][15]. Industry Performance - The report notes that during the week of August 11 to August 15, 2025, the CSI 300 index rose by 2.37%, while the Shenwan Basic Chemical Index increased by 2.46%, outperforming the market slightly [6][18]. - The top-performing sub-sectors included modified plastics (up 12.29%) and fluorochemicals (up 5.81%), while the worst performers were civil explosives (down 3.02%) and compound fertilizers (down 1.81%) [6][19]. Price Trends - Key products that saw price increases included hydrochloric acid (up 15.38%) and propylene (up 4.00%), while notable declines were observed in butanone (down 7.16%) and liquid ammonia (down 5.89%) [6][26]. - The report tracks price differentials, with significant increases in the propylene-propane differential (up 33.47%) and decreases in the bisphenol A-phenol differential (down 26.57%) [6][28]. Investment Recommendations - The report suggests focusing on sectors that may benefit from supply-side reforms, particularly organic silicon, membrane materials, and dye sectors, with recommended companies including Hoshine Silicon Industry and Zhejiang Longsheng [6][15]. - It also highlights the growing demand for health additives and sugar substitutes driven by new consumer trends, recommending companies that emphasize technological and product differentiation [6][16][17].

格隆汇8月19日丨先达股份(603086.SH)公布2025年半年度报告，报告期实现营业收入14.23亿元，同比增 长11.82%；归属于上市公司股东的净利润1.36亿元，同比增长2,561.58%；归属于上市公司股东的扣除 非经常性损益的净利润1.31亿元，同比增长15,975.80%；基本每股收益0.31元。 ...

Investment Rating - The report maintains a "Buy" rating for key companies in the chemical industry, specifically recommending Shengquan Group, Hailide, Zhuoyue New Energy, and Ruile New Materials [4][5]. Core Insights - The report emphasizes the importance of identifying companies with strong performance in the first half of 2025, particularly those benefiting from AI capital investments and macroeconomic stability [1]. - The phosphate fertilizer export window is expected to open, with high demand anticipated to continue, suggesting a focus on large phosphate chemical companies like Yuntianhua [2]. - Safety incidents in the chemical industry are prompting increased scrutiny, which may lead to a rise in the agricultural chemicals sector as non-compliant capacities are phased out [3]. Summary by Sections Key Companies and Performance - Shengquan Group is highlighted as a major supplier of electronic resins for AI servers, with expected performance improvements due to rising server shipments, projecting an EPS of 1.53 in 2025 [4]. - Hailide, a leader in industrial polyester yarn, is also recommended, with an EPS forecast of 0.37 for 2025 [4]. - Zhuoyue New Energy is noted for its capacity growth and new product launches, with an EPS of 3.16 expected in 2025 [4]. - Ruile New Materials anticipates a 69.93% increase in net profit for the first half of 2025, driven by growth in its pharmaceutical segment [1][4]. Market Trends - The chemical industry index rose by 2.46% this week, outperforming the Shanghai Composite Index [11]. - Key chemical products such as liquid chlorine, lithium carbonate, and lithium hydroxide saw significant price increases, with liquid chlorine prices rising by 92% [20][18]. Sub-industry Analysis - The polyester filament market is experiencing price fluctuations, with an average price of 6,735 CNY/ton for POY and 7,050 CNY/ton for FDY [22]. - The tire industry shows a slight increase in operating rates, with full steel tire rates at 60.06% and semi-steel tire rates at 69.11% [31]. - The refrigerant market remains stable, with R22 prices holding firm between 39,500 and 40,500 CNY/ton [40].