Summary of Conference Call Notes Company Overview - The company discussed is Xinjubang, which operates in the lithium-ion battery materials sector and organic fluorine chemicals. Key Financial Projections - Expected revenue for 2025 is 9.639 billion yuan, representing a year-on-year growth of 22.84% [1] - Projected net profit attributable to shareholders is 1.098 billion yuan, with a year-on-year increase of 16.56% [1] - Forecasted net profit excluding non-recurring items is 1.089 billion yuan, reflecting a growth of 14.54% year-on-year [1] Core Growth Drivers 1. **Lithium-Ion Battery Market Demand**: - Continuous growth in demand for lithium-ion batteries, particularly in the second half of the year due to rapid growth in the energy storage battery market, has significantly boosted the demand for lithium-ion battery materials [2] - The company experienced substantial increases in sales volume and revenue from battery chemicals, alongside improvements in production efficiency and capacity utilization [2] 2. **Organic Fluorine Chemicals and Semiconductor Market**: - The company capitalized on market opportunities in fluorinated cooling liquids, fluorinated cleaning solvents, and the domestic semiconductor industry, leading to noticeable development in the semiconductor chemicals market [2] - Increased order volume and stable revenue growth in organic fluorine and electronic information chemicals [2] 3. **Electronic Information Chemicals**: - The capacitor chemicals segment benefited from a comprehensive "product + solution" business model, enhancing customer loyalty and resulting in sustained revenue growth [2] - Steady improvement in gross margins and profitability due to stringent safety and environmental standards and high-quality management [2] Profit Growth Factors - **Main Business Improvement**: - Sales revenue from core businesses increased year-on-year, with significant growth in the production and sales volume of battery chemicals and semiconductor chemicals [2] - **Operational Efficiency Optimization**: - Rapid release of capacity from newly launched projects, combined with process improvements and cost reduction measures, enhanced cost competitiveness and operational efficiency [2] - **Investment Returns**: - Significant year-on-year growth in net profit from joint ventures, particularly from Shilei Fluorine Materials, contributed to increased investment income, further bolstering overall profits [2]

Core Viewpoint - The company reported a significant increase in revenue and net profit for the fiscal year 2025, driven by strong demand in the lithium-ion battery market and improvements in operational efficiency [1][2]. Group 1: Revenue Growth - The company achieved an operating revenue of 9.639 billion yuan, representing a year-on-year growth of 22.84%, primarily due to the increasing demand for lithium-ion battery materials, especially in the energy storage sector [1]. - The sales volume and revenue of battery chemicals saw substantial growth, supported by enhanced production efficiency and capacity utilization [1]. - The company capitalized on market opportunities in fluorinated cooling liquids and cleaning solvents, leading to a steady increase in sales revenue from organic fluorochemicals and semiconductor chemicals [1]. Group 2: Profitability Improvement - The net profit attributable to shareholders reached 1.098 billion yuan, marking a year-on-year increase of 16.56%, driven by improvements in the main business and significant growth in the sales volume of semiconductor chemicals [2]. - Operational efficiency was optimized through rapid capacity release from new projects and cost-reduction measures, enhancing the company's competitive edge [2]. - Investment returns increased significantly due to a substantial rise in net profit from joint ventures, contributing positively to the overall profit of the company [2].

格隆汇2月10日丨新宙邦(300037.SZ)公布2025年度业绩快报，报告期内，公司实现营业收入96.39亿元， 比去年同期增长22.84%，主要源于：1）锂离子电池市场需求持续增长特别是下半年储能电池市场需求 的快速增长，带动锂离子电池材料的需求增长，公司电池化学品销量以及销售收入同比大幅增长，生产 效率和产能利用率快速提升；2）公司抓住含氟冷却液、含氟清洗溶剂以及国内半导体行业的市场机 遇，有机氟化学品以及电子信息化学品业务的半导体化学品市场开发效果明显，订单量增加，销售收入 同比稳健增长；3）公司电子信息化学品业务的电容化学品受益于公司完善的"产品+解决方案"商业模 式，在严格的安全环保要求和高品质的质量管理水平下，进一步加强了与核心客户的粘性，实现销售收 入的持续增长，毛利率稳步提升，盈利能力进一步加强。 本报告期内，公司实现归属于上市公司股东的净利润10.98亿元，同比增长16.56%，主要得益于如下三 个方面的原因：第一，主营业务改善，公司主营业务销售收入同比增长，电池化学品和电子信息化学品 业务的半导体化学品产销量同比大幅增长；第二，运营效率优化，公司投产项目产能释放迅速，叠加工 艺改进与降本 ...

公司简介 智通财经APP获悉，据港交所1月27日披露，深圳新宙邦科技股份有限公司(简称：新宙邦，300037.SZ)向港交所主板递交上市申请书，中信证券、中金公司 为其联席保荐人。 | 鳥纂]的[編纂]數目 : [編纂]股H股(視乎[編纂] | | | | --- | --- | --- | | 行使與否而定) | | | | [編纂]數目 | .. | [編纂]股H股(可予重新分配) | | [編纂]數目 | .. | [编纂]股H股(可予重新分配及 | | 視乎[編纂]行使與否而定) | | | | 最高[編纂] | .. | 每股H股[編纂]港元,另加1.0%經紀 | | | | 佣金、0.0027%證監會交易徵費、 | | | | 0.00015%曾財局交易徵費及0.00565% | | | | 香港聯交所交易費(須於[編纂]時以港 | | 元繳足,多繳股款可予退還) | | | | 向 個 | : | 每股H股人民幣1.00元 | | [編纂] : [編纂] | | | 招股书显示，新宙邦是一家以创新为驱动、总部位于中国的电子化学品和功能材料的提供商。公司主要从事电池化学品、有机氟化学品及电子信息化 ...

智通财经APP获悉，据港交所1月27日披露，深圳新宙邦科技股份有限公司(简称：新宙邦，300037.SZ)向港交所主板递交上市申请书，中信证券、中金公司 为其联席保荐人。 | 编纂]的[編纂]數目 : [編纂]股H股(視乎[編纂] | | | | --- | --- | --- | | 行使與否而定) | | | | [編纂]數目 | .. | 「編纂]股H股(可予重新分配) | | [編纂]數目 | | : [編纂]股H股(可予重新分配及 | | 視乎[編纂]行使與否而定) | | | | 最高[編纂] | : | 每股H股[編纂]港元,另加1.0%經紀 | | 佣金、0.0027%證監會交易徵費、 | | | | 0.00015%會財局交易徵費及0.00565% | | | | 香港聯交所交易費(須於[編纂]時以港 | | | | 元繳足,多繳股款可予退還) | | | | 面值 | .. | 每股H股人民幣1.00元 | | [編纂] : [編纂] | | | 公司简介 招股书显示，新宙邦是一家以创新为驱动、总部位于中国的电子化学品和功能材料的提供商。公司主要从事电池化学品、有机氟化学品及电子信息化学品 ...

| 編纂]的[編纂]數目 : [編纂]股H股(視乎[編纂] | | --- | | 行使與否而定) | | [編纂]數目 : [編纂]股H股(可予重新分配) | | [編纂]數目 : [編纂]股H股(可予重新分配及 | | 視乎[編纂]行使與否而定) | | 最高[編纂] : 每股H股[編纂]港元,另加1.0%經紀 | | 佣金、0.0027%證監會交易徵費、 | | 0.00015%會財局交易徵賽及0.00565% | | 香港聯交所交易費(須於[編纂]時以港 | | 元繳足,多繳股款可予退還) | | .. 面值 每股H股人民幣1.00元 | | [编纂] : [编纂] | 据港交所1月27日披露，深圳新宙邦（300037）科技股份有限公司(简称：新宙邦，300037.SZ)向港交所 主板递交上市申请书，中信证券、中金公司（601995）为其联席保荐人。招股书显示，新宙邦是一家以 创新为驱动、总部位于中国的电子化学品和功能材料的提供商。公司主要从事电池化学品、有机氟化学 品及电子信息化学品的研究开发、生产制造及销售服务。 ...

智通财经APP获悉，据港交所1月27日披露，深圳新宙邦科技股份有限公司(简称：新宙邦，300037.SZ) 向港交所主板递交上市申请书，中信证券、中金公司为其联席保荐人。招股书显示，新宙邦是一家以创 新为驱动、总部位于中国的电子化学品和功能材料的提供商。公司主要从事电池化学品、有机氟化学品 及电子信息化学品的研究开发、生产制造及销售服务。 | 編纂]的[編纂]數目 : [編纂]股H股(視乎[編纂] | | | --- | --- | | 行使與否而定) | | | [編纂]數目 | :「編纂]股H股(可予重新分配) | | [編纂]數目 | : [編纂]股H股(可予重新分配及 | | 視乎[編纂]行使與否而定) | | | 最高[編纂] : 每股H股[編纂]港元,另加1.0%經紀 | | | 佣金、0.0027%證監會交易徵費、 | | | 0.00015%曾財局交易徵費及0.00565% | | | 香港聯交所交易費(須於[編纂]時以港 | | | 元繳足,多繳股款可予退還) | | | .. 面值 | 每股H股人民幣1.00元 | | [编纂] | : [编纂] | ...

香港聯合交易所有限公司與證券及期貨事務監察委員會對本申請版本的內容概不負責，對其準確性或完整 性亦不發表任何意見，並明確表示概不就因本申請版本全部或任何部分內容而產生或因倚賴該等內容而引 致的任何損失承擔任何責任。 Shenzhen Capchem Technology Co., Ltd. 深圳新宙邦科技股份有限公司 （「本公司」） （於中華人民共和國註冊成立的股份有限公司） 的申請版本 警告 本申請版本乃根據香港聯合交易所有限公司（「聯交所」）與證券及期貨事務監察委員會（「證監會」）的要求 而刊發，僅用作提供資訊予香港公眾人士。 本申請版本為草擬本，其內所載資訊並不完整，亦可能會作出重大變動。 閣下閱覽本文件，即代表 閣 下知悉、接納並向本公司、本公司的保薦人、整體協調人、顧問或承銷團成員表示同意： 本申請版本不會向於美國的人士刊發或分發，當中所述證券並無亦不會根據1933年美國證券法登記，且 在根據1933年美國證券法辦理登記手續或取得豁免前不得於美國發售或出售。不會於美國公開發售證券。 本申請版本及當中所載資料均不構成於美國或任何其他禁止進行有關要約或銷售的司法權區出售或招攬購 買任何證券的要約。本申請 ...

The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this Application Proof, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this Application Proof. Application Proof of SHENZHEN CAPCHEM TECHNOLOGY CO., LTD. 深圳新宙邦科技股份有限公司 (the "Company") (A joint stock company incorporated in the Peop ...

Group 1 - The core point of the article highlights the recent decline in the stock price of Shenzhen New Zobon Technology Co., Ltd., which fell by 5.02% to 55.28 CNY per share, with a trading volume of 988 million CNY and a turnover rate of 3.23%, resulting in a total market capitalization of 41.559 billion CNY [1] - Shenzhen New Zobon specializes in the research, production, sales, and service of new electronic chemicals and functional materials, with its main business revenue composition being: battery chemicals 66.43%, organic fluorine chemicals 17.03%, electronic information chemicals 16.03%, and others 0.50% [1] Group 2 - From the perspective of the top ten circulating shareholders, E Fund's ETF (159915) reduced its holdings by 1.721 million shares in the third quarter, now holding 10.216 million shares, which accounts for 1.89% of the circulating shares, resulting in an estimated floating loss of approximately 29.83 million CNY [2] - E Fund's ETF (159915) was established on September 20, 2011, with a latest scale of 100.446 billion CNY, showing a year-to-date return of 4.63% and a one-year return of 62.54% [2] Group 3 - The fund managers of E Fund's ETF (159915) are Cheng Xi and Liu Shurong, with Cheng having a cumulative tenure of 9 years and 267 days and a total fund asset scale of 236.954 billion CNY, achieving a best fund return of 131.04% during his tenure [3] - Liu Shurong has a cumulative tenure of 8 years and 195 days with a total fund asset scale of 127.684 billion CNY, achieving a best fund return of 194.12% during his tenure [3]