Core Viewpoint - Zhejiang Hailide New Materials Co., Ltd. (Hailide) expects a significant increase in net profit for the first half of 2025, driven by improved market conditions and operational efficiency [1] Group 1: Financial Performance - Hailide anticipates a net profit attributable to shareholders between 280 million to 310 million yuan, representing a year-on-year growth of 47.65% to 63.47% [1] - The net profit after deducting non-recurring gains and losses is projected to be between 325 million to 355 million yuan, with a growth rate of 74.07% to 90.14% compared to the previous year [1] Group 2: Business Operations - All business segments of Hailide performed well in the first half of the year, with improvements in gross margins for industrial yarns and tire fabrics, contributing to overall profitability [1] - The company has been accelerating the construction of its Vietnam base, enhancing local operational capabilities and responsiveness to international markets [1] Group 3: Strategic Initiatives - Hailide plans to advance the second phase of its Vietnam spinning project and related polyester chip project, aiming to add an annual production capacity of 100,000 tons of differentiated polyester filament, 20,000 tons of differentiated nylon filament, and 250,000 tons of polyester chips [1] - The company is establishing a "domestic + overseas" collaborative manufacturing system to leverage advantages in cost and efficiency while replicating successful domestic management practices abroad [2] Group 4: Product Development and Market Focus - Hailide is focusing on optimizing product structure and developing high-performance materials, targeting high-value sectors such as automotive safety products, advertising materials, and new materials [2] - The company is committed to advancing R&D projects for specialty high-performance fibers like LCP and PPS, enhancing its technological capabilities in high-end materials [2][3] Group 5: Future Outlook - Hailide aims to improve the production capacity and technology of polyester industrial filament, while also increasing the utilization rates of flooring, coating, and plastic materials [3] - The company plans to strengthen strategic resource allocation to ensure sustainable and stable business development [3]

海利得（002206.SZ）2025 年半年度业绩预增公告点评 25H1 利润预期亮眼，越南+新材料双轮驱动公司未来 2025 年 07 月 11 日 ➢ 点评。2025 年 7 月 11 日，公司发布 2025 年半年度业绩预增公告。2025 年上半年，公司预计实现归母净利润 2.8-3.1 亿元，同比增长 47.65%-63.47%； 预计实现扣非后归母净利润 3.25-3.55 亿元，同比增长 74.07%-90.14%。25Q2， 公司预计实现归母净利润 1.40-1.70 亿元，同比增长 21.74%-47.83%，环比增 长 0-21.43%；预计实现扣非后归母净利润 1.76-2.06 亿元，同比增长 58.56%- 85.59%，环比增长 18.12%-38.26%。据公告说明，主营业务业绩增长的原因主 要系工业丝产品和帘子布产品毛利的上涨，特别是越南子公司销售结构的进一步 优化，使得公司盈利能力同比得到显著提升。 ➢ 越南基地效益持续兑现，全球视野占据市场高地。（1）现有项目： 24 年 年内，越南年产 11 万吨差异化涤纶工业丝（一期）项目实现满产满销，结合自 身产能优势以及越南税收优惠政 ...

证券代码：002206 证券简称：海利得 公告编号：2025-056 浙江海利得新材料股份有限公司 本公司及全体董事会成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或者重大遗漏。 一、本期业绩预计情况 项 目 本报告期 上年同期 归属于上市公司 盈利：28,000.00 万元–31,000.00 万元 盈利：18,964.14 万元 股东的净利润 比上年同期增长：47.65% - 63.47% 扣除非经常性损 盈利：32,500.00 万元–35,500.00 万元 盈利：18,670.19 万元 益后的净利润 比上年同期增长：74.07% - 90.14% 基本每股收益 盈利：0.25 元/股–0.27 元/股 盈利：0.16 元/股 二、与会计师事务所沟通情况 本次业绩预告未经过会计师事务所审计。 三、业绩变动原因说明 （一）主营业务影响 （二）非经常性损益的影响 报告期内，非经常性损益的影响主要是为规避和防范外汇汇率波动带来的 经营风险，公司始终坚持外汇风险管理中性原则，适当开展远期结售汇、外汇 期权等业务进行对冲，二季度以来人民币对欧元大幅贬值，公司欧元资产汇率 变动带来汇兑收益的 ...

海利得（002206）公告，预计2025年上半年净利润为2.8亿元–3.1亿元，同比增长47.65%-63.47%。报告 期内工业丝产品和帘子布产品的毛利均有不同程度的上涨，特别是越南子公司产品销售结构进一步优 化，盈利能力较上年同期得到显著提升。 ...

Group 1 - The company Shenma Industrial Co., Ltd. issued convertible bonds totaling 3 billion RMB, with a net amount of approximately 2.96 billion RMB after deducting issuance costs [1][10] - The convertible bonds have a maturity period of six years, from March 16, 2023, to March 15, 2029, with an annual interest rate starting at 0.20% in the first year [1][6] - The initial conversion price for the bonds is set at 8.38 RMB per share, subject to adjustments based on various corporate actions [2][3] Group 2 - The company reported a revenue of approximately 1.40 billion RMB for 2024, reflecting a 4.08% increase compared to the previous year [12][13] - The net profit attributable to shareholders decreased significantly by 77.57% to approximately 3.35 million RMB, primarily due to rising material costs and increased R&D investments [12][13] - The company's total assets decreased by 12.71% to approximately 2.80 billion RMB, while the net assets attributable to shareholders fell by 10.87% to approximately 716.33 million RMB [12][13] Group 3 - The company has a debt guarantee from its controlling shareholder, China Pingmei Shenma Group, covering the principal and interest of the bonds [10][11] - The company has established a special account for managing the funds raised from the bond issuance, ensuring proper allocation and usage [11] - The company has a current ratio of 1.87 and a quick ratio of 1.58 as of the end of 2024, indicating improved short-term solvency compared to the previous year [12][13]

Core Points - Haiyang Technology Co., Ltd. was established as a joint-stock company based on the transformation of Jiangsu Haiyang Chemical Fiber Co., Ltd. and registered with the administrative approval bureau of Taizhou [2][3] - The company registered capital is RMB 181.251368 million, and it is permanently established as a joint-stock company [3][4] - The company issued 45.3129 million shares of ordinary stock to the public on March 26, 2025, and these shares were listed on the Shanghai Stock Exchange on June 12, 2025 [2][3] Company Structure - The company is governed by its articles of association, which serve as a legally binding document for the organization and behavior of the company, shareholders, and management [2][3][4] - The board of directors is responsible for executing company affairs, and the legal representative is elected from among the directors [3][4] Business Objectives and Scope - The company's mission is market-oriented, focusing on quality for survival, participating in market competition, maintaining reputation, and gradually expanding its strength to enhance economic benefits for shareholders [4][5] - The business scope includes research and development, manufacturing, and sales of organic chemicals, chemical fiber raw materials, and plastic products, among others [4][5] Share Structure - The company's shares are issued in the form of stocks, with each share having a par value of RMB 1 [5][6] - The total number of shares is 181.251368 million, all of which are ordinary shares [6][7] Shareholder Rights and Responsibilities - Shareholders have rights to dividends, participate in shareholder meetings, supervise company operations, and transfer their shares [13][14] - Shareholders are obligated to comply with laws and regulations, pay for their subscribed shares, and not abuse their rights to harm the company or other shareholders [15][16] Shareholder Meetings - The company holds annual and extraordinary shareholder meetings, with the annual meeting occurring within six months after the end of the fiscal year [21][22] - Shareholder meetings require proper notice and must include specific agenda items for discussion and voting [25][26] Voting and Resolutions - Resolutions at shareholder meetings can be ordinary or special, with ordinary resolutions requiring a simple majority and special resolutions requiring a two-thirds majority [75][76] - Shareholders must avoid conflicts of interest during voting, especially in related party transactions [79][80]

东兴证券股份有限公司 关于海阳科技股份有限公司 《验资报告》审验确认。为规范公司募集资金管理和使用，保护投资者权益， 公司设立了募集资金专项账户。募集资金到账后，已全部存放于经公司董事会批 准开设的募集资金专项账户内，公司已与保荐机构、存放募集资金的商业银行签 署了募集资金监管协议。 二、募集资金投资项目基本情况及调整情况 公司本次发行募集资金总额为人民币52,109.84万元，扣除本次股票发行累计 发生的发行费用（不含增值税）人民币6,042.62万元，实际募集资金净额为人民 币46,067.22万元，低于《海阳科技股份有限公司首次公开发行股票并在主板上市 招股说明书》中披露的拟投入募集资金金额。为保障募投项目的顺利实施，提高 募集资金的使用效率，结合公司实际情况，公司对募投项目拟投入募集资金金额 进行调整，具体情况如下： 单位：万元 | 调整前拟投入 | | | 调整后拟投入 | | | --- | --- | --- | --- | --- | | 项目总投资 | 序号 募投项目名称 | | | | | 募集资金金额 | | 募集资金金额 | | | | 年产 10 | 万吨改性高分子新材料项 | | ...

证券代码：603382 证券简称：海阳科技 公告编号：2025-005 海阳科技股份有限公司 关于调整募集资金投资项目拟投入募集 资金金额的公告 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法律责任。 一、募集资金的基本情况 根据中国证券监督管理委员会出具的《关于同意海阳科技股份有限公司首次 公开发行股票注册的批复》（证监许可〔2025〕607 号），并经上海证券交易所 同意，公司获准首次向社会公众公开发行人民币普通股（A 股）股票（以下简称 "本次发行"）4,531.29 万股，发行价格为人民币 11.50 元/股，募集资金总额 为 人 民 币 52,109.84 万 元 ， 扣 除 各 项 发 行 费 用 后 募 集 资 金 净 额 为 人 民 币 年 6 月 9 日出具的"中汇会验〔2025〕9356 号"《验资报告》审验确认。为规 范公司募集资金管理和使用，保护投资者权益，公司设立了募集资金专项账户。 募集资金到账后，已全部存放于经公司董事会批准开设的募集资金专项账户内， 公司已与保荐机构、存放募集资金的商业银行签署了募集资金 ...

Core Viewpoint - The company has responded to the Shanghai Stock Exchange regarding its 2024 annual report, specifically addressing issues related to related party transactions and providing detailed disclosures on procurement and sales activities with its controlling shareholder and affiliates [1][2]. Related Party Transactions - In 2024, the company engaged in related party transactions amounting to 12.028 billion yuan, with related party purchases reaching 9.837 billion yuan, a year-on-year increase of 36.24%, and related party sales totaling 2.159 billion yuan [2]. - The company provided a detailed breakdown of its top five related party purchases, indicating that the prices for related party transactions were generally in line with market prices, demonstrating fairness in pricing [4][5]. Procurement Details - The top five related party procurement items included products such as benzene, caprolactam, and raw coal, which accounted for approximately 69.62% of total procurement [4]. - The increase in related party procurement was attributed to new equipment purchases for ongoing projects and stable procurement needs for raw materials [7]. Sales Activities - The company reported that its sales to related parties included products like nylon 66 chips and industrial yarn, with a significant portion of sales being directly shipped to end customers [9][10]. - The revenue from related party sales was confirmed to comply with accounting standards, with control over the products transferring to buyers at the point of delivery [10][11]. Financial Performance - The company’s total revenue from various products in 2024 was 1.384 billion yuan, with related party sales accounting for 215.892 million yuan, representing 15.59% of total revenue [9][11]. - The gross margin for certain products sold through related parties was reported, indicating a strategic approach to mitigate competition risks and optimize the supply chain [11][12]. Compliance and Risk Management - The company emphasized that its related party transactions were conducted based on normal business needs and adhered to market principles, ensuring no potential for profit transfer [8][12]. - The company has implemented measures to avoid competition with its affiliates by centralizing procurement and sales processes, thereby enhancing operational efficiency [11][12].

国内尼龙材料领域迎来重要里程碑。江苏泰州企业海阳科技股份有限公司(股票代码：待补充)今日正式 登陆上海证券交易所主板市场，标志着这家深耕尼龙6全产业链的龙头企业开启资本化发展新篇章。最 新财报显示，该企业年营收规模突破55亿元大关，产品远销全球36个国家和地区。 从传统制造到创新引领的转型之路 这家起源于上世纪70年代的地方国企，历经多次战略转型与技术升级。据色母粒产业网了解，在现任掌 舵人陆信才的带领下，企业通过实施"三年振兴计划"和"低成本扩张"双轮驱动策略，成功实现从传统合 成纤维生产商向新材料科技企业的蜕变。2006年完成股份制改造后，企业重点布局高性能尼龙6切片、 特种工业丝及高端帘子布三大业务板块，目前已成为行业产能规模领先的标杆企业。 （陆信才） 工程塑料领域：通过国际权威认证，产品性能比肩国际一线品牌; 智能制造：打造行业首个全流程数字化工厂，实现能耗降低20%以上; 成果转化：建立从实验室到产业化的完整链条，加速创新成果落地。 资本助力产业升级 本次IPO募集资金将重点投向： 高端改性材料项目：拓展新能源汽车等新兴应用市场; 智能化技改工程：提升高模量帘子布等特种产品产能; 企业确立"技术引 ...