【导读】先达股份预计，2025年半年度归属于上市公司股东的净利润将同比增长2443.43% 到2834.73% 中国基金报记者 卢鸰 7月9日盘后，数十家A股上市公司发布2025年上半年业绩预告。截至记者发稿，净利润预增 幅度超100%的有13家，预减的有9家。 其中，先达股份预计，2025年半年度归属于上市公司股东的净利润，将同比增长2443.43% ～2834.73%；金安国纪预计，2025年上半年归属于上市公司股东的净利润，将同比下降 78.56%～67.83%。 值得注意的是，今年1月以来，先达股份股价震荡上涨，至今涨幅达186.67%，最新市值为 48.3亿元；金安国纪近日连续5天涨停，最新市值为110亿元。 先达股份净利最高预增28倍 先达股份7月9日晚公告，经公司财务部门初步测算，预计2025年半年度实现归属于上市公司 股东的净利润1.3亿元到1.5亿元，与上年同期相比，增长2443.43%到2834.73%；预计 2025年半年度实现归属于上市公司股东的扣除非经常性损益的净利润1.25亿元到1.45亿元， 与上年同期相比，增长15239.01%到17667.08%。 北方稀土公告称，预计202 ...

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].

中盐化工（600328）公告，参股公司中盐碱业有限公司于2025年7月9日与通辽市自然资源局签署《采矿 权出让合同》，以68.09亿元取得奈曼旗大沁他拉地区天然碱采矿权。该采矿权面积28.85平方公里，开 采方式为地下开采，合同首次登记期限为30年。中盐碱业将在收到缴款通知书之日起30日内缴纳成交价 款，并按销售收入的2.9%逐年缴纳出让收益。此外，中盐化工重大资产重组事项正按计划推进。 ...

证券代码：301300 证券简称：远翔新材 公告编号：2025-027 福建远翔新材料股份有限公司 关于 2023 年限制性股票激励计划第二个归属期 第一批次归属结果暨股份上市的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完 整，没有虚假记载、误导性陈述或重大遗漏。 重要内容提示： 为 0.54%。 福建远翔新材料股份有限公司（以下简称"公司"或"远翔新材"） 于 2025 年 6 月 10 日召开第四届董事会第四次会议和第四届监事会第 四次会议，审议通过了《关于 2023 年限制性股票激励计划第二个归 属期归属条件成就的议案》，近日，公司办理了关于公司 2023 年限 制性股票激励计划第二个归属期第一批次归属股份的登记工作，现将 有关事项说明如下： 一、股权激励计划简述及已履行的相关审批程序 （一）限制性股票激励计划简述 通过了《关于 <福建远翔新材料股份有限公司 ensp="ensp" 年限制性股票激励="年限制性股票激 励"> 事会秘书 小计 68.50 52.69% 1.07% 计划（草案）>及其摘要的议案》等相关议案，公司 2023 年限制性股 票激励计划的主要内容如下： （A 股）股 ...

二苯基磷氧是一种有机磷化合物，它广泛用作化学中间体、配位化学中的配体，近年来也用作高性能阻燃剂和光电材料的基料。全球二苯基 磷氧市场目前仍属于小众市场，但近年来由于对环保型磷基阻燃剂的需求不断增长，以及新型应用的探索和研究推动，市场或将迎来发展机 遇。 生产路线方面，市场目前以中间体合成工艺为主，山东洪川化工有限公司、武汉吉鑫益邦生物科技有限公司、本溪吉凯科技有限公司均采用 此技术路线。但该技术路线成本较高，受上游原料波动性限制较大。为了降低成本，淄博盛森精细化工有限公司实现了原料合成工艺法的采 用，因此其具备明显的价格优势，但由于其规模较小且尚未完成专利申请，所以竞争能力有限。 未来，市场应用领域将持续拓展，技术将进一步升级。区域格局特点依旧，中国凭借政策支持和产业链优势，占据主要市场。 总之，二苯基磷氧市场正从一种利基化学品发展成为涵盖多个高价值领域的战略中间体。受淘汰卤素的监管压力以及磷化学技术的进步的推 动，二苯基磷氧拥有广阔的增长潜力。然而，原材料价格波动，需求不稳定仍然是影响市场发展轨迹的关键因素。整体来说，二苯基磷氧市 场属于小众市场，规模有限，但一旦下游市场被打开，其将迎来进一步发展。 根据 ...

Market Overview - The FTSE China A50 Index components showed varied performance, with the liquor sector rising throughout the day while the semiconductor sector experienced a decline in the afternoon [1] Insurance Sector - China Life Insurance, China Pacific Insurance, and Ping An Insurance had market capitalizations of CNY 376.78 billion, CNY 356.91 billion, and CNY 1,017.95 billion respectively, with trading volumes of CNY 0.75 billion, CNY 2.22 billion, and CNY 0.84 billion [3] - The stock prices changed as follows: China Life Insurance decreased by CNY 0.73 (-1.93%), China Pacific Insurance decreased by CNY 0.55 (-0.97%), and Ping An Insurance decreased by CNY 0.14 (-1.62%) [3] Liquor Industry - Kweichow Moutai, Shanxi Fenjiu, and Wuliangye had market capitalizations of CNY 1,782.39 billion, CNY 217.50 billion, and CNY 472.00 billion respectively, with trading volumes of CNY 3.95 billion, CNY 2.00 billion, and CNY 2.48 billion [3] - Stock price changes included Kweichow Moutai increasing by CNY 2.38 (+1.35%), Shanxi Fenjiu increasing by CNY 0.82 (+0.68%), and Wuliangye increasing by CNY 2.77 (+0.20%) [3] Semiconductor Sector - Northern Huachuang, Cambricon Technologies, and Hygon had market capitalizations of CNY 238.96 billion, CNY 223.82 billion, and CNY 314.69 billion respectively, with trading volumes of CNY 1.47 billion, CNY 1.23 billion, and CNY 2.64 billion [3] - The stock prices changed as follows: Northern Huachuang decreased by CNY 7.77 (-1.43%), Cambricon Technologies decreased by CNY 1.51 (-1.10%), and Hygon decreased by CNY 2.82 (-0.84%) [3] Automotive Sector - BYD, Great Wall Motors, and Beijing-Shanghai High-Speed Railway had market capitalizations of CNY 187.27 billion, CNY 1,790.16 billion, and CNY 280.83 billion respectively, with trading volumes of CNY 3.97 billion, CNY 0.31 billion, and CNY 0.56 billion [3] - Stock price changes included BYD decreasing by CNY 1.08 (-0.33%), Great Wall Motors decreasing by CNY 0.08 (-0.36%), and Beijing-Shanghai High-Speed Railway increasing by CNY 0.03 (+0.53%) [3] Shipping and Oil Sector - COSCO Shipping Holdings, Sinopec, and PetroChina had market capitalizations of CNY 235.91 billion, CNY 688.67 billion, and CNY 1,570.32 billion respectively, with trading volumes of CNY 0.77 billion, CNY 1.08 billion, and CNY 0.76 billion [3] - The stock prices changed as follows: COSCO Shipping Holdings remained unchanged, Sinopec decreased by CNY 0.09 (-0.59%), and PetroChina increased by CNY 0.01 (+0.12%) [3] Coal and Battery Sector - China Shenhua, Shaanxi Coal and Chemical Industry, and CATL had market capitalizations of CNY 185.95 billion, CNY 745.07 billion, and CNY 1,234.66 billion respectively, with trading volumes of CNY 0.79 billion, CNY 0.69 billion, and CNY 7.95 billion [3] - Stock price changes included China Shenhua increasing by CNY 7.49 (+2.84%), Shaanxi Coal and Chemical Industry decreasing by CNY 0.22 (-0.58%), and CATL increasing by CNY 0.03 (+0.16%) [3] Other Sectors - Various sectors such as food and beverage, electronics, and pharmaceuticals showed mixed performance in terms of market capitalization and stock price changes [4]

Group 1 - PVC futures main contract experienced fluctuations, reaching a peak of 4930.00 yuan, closing at 4920.00 yuan with a 0.70% increase [1] - Institutions predict PVC prices will remain weak due to increased supply and low demand, with expectations of low-level fluctuations [1][2] - The supply side is pressured by new production capacities from companies like Wanhua Chemical and Tianjin Bohua, while demand remains sluggish, particularly in the real estate sector [1][2] Group 2 - The Indian PVC BIS policy has been postponed for another six months, which may positively impact future PVC exports [2] - The market anticipates an improvement in the oversupply situation due to the impact of anti-involution policies and sentiment in the building materials sector [2] - The expected trading range for the PVC 2509 contract is between 4800 and 5100 yuan, indicating low-level fluctuations [2]