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久日新材: 天津久日新材料股份有限公司关于公司2025年度“提质增效重回报”行动方案的半年度评估报告
Zheng Quan Zhi Xing· 2025-08-22 11:14
Core Viewpoint - The company has implemented a "Quality Improvement and Efficiency Enhancement" action plan for 2025, focusing on strengthening its core business, optimizing production capacity, and enhancing market competitiveness while maintaining investor interests [1][8]. Group 1: Business Performance and Strategy - In the first half of 2025, the company achieved a net profit attributable to shareholders of -9.0573 million yuan, a reduction in loss by 3.8239 million yuan compared to the same period last year, indicating a 29.69% improvement in loss narrowing [1]. - The company has successfully implemented a price increase strategy for its photoinitiator products, leading to a slight profit in Q2 2025 and an overall positive operational trend [1]. - The company has completed the development of 29 semiconductor g-line and i-line photoresist products, with 13 successfully introduced to the market, indicating strong market acceptance [3]. Group 2: Production and Capacity Optimization - The company has optimized the use of 50 million yuan of previously unutilized fundraising to support the H4 ketone project at its subsidiary, enhancing production efficiency and self-sufficiency in key intermediates [2]. - The overall capacity utilization rate of the company's subsidiary in Inner Mongolia has significantly improved, with several products reaching or nearing design capacity [2]. - The company is advancing digital capabilities, including the launch of an AI-driven customer service system to enhance response speed and resource allocation [3]. Group 3: Innovation and Product Development - The company holds 192 patents, including 128 invention patents, and has developed a range of macromolecular products, with significant sales in UV LED photoinitiators and cationic photoinitiators [5]. - The company has established a project database to track customer needs and provide comprehensive solutions, enhancing its market promotion efforts [5]. - An internal innovation competition has been held to stimulate employee creativity, with rewards provided to winning teams to encourage ongoing innovation [6]. Group 4: Governance and Compliance - The company is enhancing its internal governance structure and compliance awareness among key personnel through targeted training sessions [7]. - A special task force has been established to revise internal control systems, ensuring compliance and effective governance [7]. - The company has been recognized as a "Green Supply Chain Management Enterprise" for its commitment to sustainable development and carbon reduction initiatives [7]. Group 5: Investor Relations and Communication - The company emphasizes investor relations, conducting multiple communication initiatives, including a performance briefing and interactive Q&A sessions, achieving a 100% response rate to investor inquiries [8]. - The company has utilized new media platforms to enhance communication with investors, publishing 27 articles to keep them informed [8]. - Continuous evaluation of the action plan will be conducted to ensure alignment with investor interests and market expectations [8].