证券代码：605399 证券简称：晨光新材 公告编号：2025-050 江西晨光新材料股份有限公司 2025 年前三季度主要经营数据的公告 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。 注 2：上述产品的产量、销量为合并报表层面的统计数据。以上销售金额为 不含税金额。 二、主要产品和原材料的价格变动情况 注：以上价格为不含税价格。 （二）主要原材料价格变动情况 一、主要产品的产量、销售及收入实现情况 主要产品 2025 年 1-9 月份 产量（吨） 2025 年 1-9 月份销 量（吨） 2025 年 1-9 月份销 售金额（万元） 功能性硅烷 62,541.50 49,233.29 70,636.12 功能性硅烷原料 及中间体 97,122.65 13,183.72 6,954.63 江西晨光新材料股份有限公司（以下简称"公司"）根据上海证券交易所《上 海证券交易所上市公司自律监管指引第 3 号——行业信息披露》《上市公司行业 信息披露指引第十三号——化工》有关规定，将公司 2025 年前三季度主要经营 数据披露如下： （ ...

江西宏柏新材料股份有限公司 | 证券代码：605366 | 证券简称：宏柏新材 | 公告编号：2025-092 | | --- | --- | --- | | 债券代码：111019 | 债券简称：宏柏转债 | | 二、主要产品和原材料的价格变动情况 （一）主要产品价格变动情况 | 主要产品名称 | 2025 | 年 | 1-9 | 月平均销售 | 2024年1-9月平均销 | 变动比例 | | --- | --- | --- | --- | --- | --- | --- | | | | | 单价（元/吨） | | 售单价（元/吨） | | | 硅烷偶联剂 | | | | 12,932.18 | 15,322.31 | -15.60% | | 气相白炭黑 | | | | 14,306.43 | 16,617.30 | -13.91% | （二）主要原材料价格变动情况（不含税） | 主要原料名称 | 2025 年 1-9 | | 月采购均价较 | 2025 | 年 | 1-9 | 月采购均价较 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | ...

Core Viewpoint -滨化集团股份有限公司 (滨化股份) is pursuing an IPO on the Hong Kong Stock Exchange, revealing a growth in revenue for 2024 but a decline in profits during the same period, alongside a significant increase in its debt-to-asset ratio, which reached 90.8% by mid-2025 [2][6]. Financial Performance - The revenue figures for滨化股份 from 2022 to 2024 are as follows: RMB 88.92 billion in 2022, RMB 73.06 billion in 2023, RMB 102.28 billion in 2024, and RMB 73.54 billion for the first half of 2025. However, profits decreased from RMB 12.03 billion in 2022 to RMB 2.17 billion in 2024 and further to RMB 1.36 billion in the first half of 2025 [3][4]. - The gross profit margin has significantly declined from 26.5% in 2022 to 6.4% in 2024, with net profit margins also dropping from 13.5% to 2.1% during the same period [7]. Debt and Inventory Management - The debt level of滨化股份 has rapidly increased, with the debt-to-asset ratio rising from 41.9% in 2022 to 90.8% by June 2025 [6][7]. - The company's inventory and contract costs have surged from RMB 580 million in 2022 to RMB 1.072 billion by the end of 2024, marking an 84.8% increase [4][5]. Business Operations and Strategy -滨化股份 operates in three main segments: chlor-alkali chemicals, C3 and C4 chemicals, and wet electronic chemicals, maintaining a leading position in the chlor-alkali chemicals sector and achieving rapid growth in the petrochemical and electronic chemicals fields [3]. - The company plans to utilize the funds raised from the IPO for various projects, including the construction of a source-network-load-storage project, enhancing R&D capabilities, and expanding its overseas sales and service network [7].

Group 1 - Company officially submitted an application for listing H-shares on the Hong Kong Stock Exchange, marking a significant step in its internationalization strategy after 15 years in the A-share market [1] - The company is the largest producer in China for several chemical products, including granular caustic soda and trichloroethylene, according to Frost & Sullivan [3] - The company is also one of the few domestic manufacturers capable of producing electronic-grade hydrogen fluoride for advanced semiconductor processes [3] Group 2 - The company has initiated a key project, investing 1.421 billion yuan in the Beihai Binhua New Materials integrated energy storage project, which is crucial for its green development strategy [3] - The funds raised from the Hong Kong IPO will be used to promote the "new energy + chemical" coupling development model and enhance international business expansion [3] - The company has shown strong financial performance, with revenues of 8.892 billion yuan, 7.306 billion yuan, and 10.228 billion yuan for the years 2022, 2023, and 2024 respectively [3] Group 3 - The company has been operating for over 50 years, focusing on technological innovation and green low-carbon initiatives [4] - It has three manufacturing bases and employs over 2,500 staff, with high production unit utilization [4]

| | | 江西宏柏新材料股份有限公司 2025 年半年度主要经营数据公告 特此公告。 | 主要产 | 2025 | 年上半年平均销售 | 2024年上半年平均 | 变动比例 | | --- | --- | --- | --- | --- | | 品名称 | 单价（元/吨） | | 销售单价（元/吨） | | | 硅烷偶联剂 | | 13,202.23 | 15,607.80 | -15.41% | | 气相白炭黑 | | 14,977.91 | 16,612.80 | -9.84% | （二）主要原材料价格变动情况（不含税） | 主要原料名称 | 2025 年上半年平均采购单价 较上年同期变动幅度 | 2025年上半年平均采购单价环 比变动幅度 | | --- | --- | --- | | 电煤 | -16.67% | -5.82% | | 硅块 | -30.96% | -12.04% | | 氯丙烯 | 13.24% | 5.57% | | 无水乙醇 | -14.98% | 1.07% | | 碳黑 | -18.58% | -4.12% | 一、主要产品的产量、销量及收入实现情况 主要产品 2025年上 ...

Group 1 - The Federal Reserve maintained interest rates, with Powell downplaying the likelihood of a rate cut in September, indicating that current rates can address ongoing uncertainties related to tariffs and inflation [8][12][11] - The U.S. and South Korea reached a trade agreement, with the U.S. imposing a 15% tariff on South Korean imports, while South Korea commits to investing $350 billion in the U.S. [8][12][11] - China's top leadership has prioritized "anti-involution" measures, committing to address overcapacity and disorderly competition, and to regulate local investment attraction behaviors [12][11] Group 2 - Zhonghui Biotechnology plans to raise funds through an IPO, with a focus on developing core products and conducting clinical trials for vaccines, having reported a significant increase in revenue [10][12] - Binhua Co., a leading chemical enterprise in China, is planning to issue H-shares for listing in Hong Kong, with a notable increase in revenue driven by production ramp-up [10][12] - The pharmaceutical company Stone Pharmaceutical has entered into an exclusive licensing agreement for a drug, with potential milestone payments totaling up to $2.075 billion [14]

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。 江西宏柏新材料股份有限公司(以下简称"公司") 根据上海证券交易所《上 市公司行业信息披露指引第十三号——化工（2022 年修订）》有关规定，现将 2025 年第一季度主要经营数据披露如下： 二、主要产品和原材料的价格变动情况 （一）主要产品价格变动情况 | 证券代码：605366 | 证券简称：宏柏新材 | 公告编号：2025-048 | | --- | --- | --- | | 债券代码：111019 | 债券简称：宏柏转债 | | 江西宏柏新材料股份有限公司 2025 年第一季度主要经营数据公告 特此公告。 一、主要产品的产量、销量及收入实现情况 主要产品名称 2025 年 1-3 月产量 （吨） 2025年 1-3 月销量 （吨） 2025年 1-3 月销售 金额（万元） 硅烷偶联剂 9,308.82 8,423.21 11,432.24 气相白炭黑 3,202.70 2,972.05 4,759.22 合计 12,511.52 11,395.26 16,191.46 ...

| 证券代码：605366 | 证券简称：宏柏新材 | 公告编号：2025-047 | | --- | --- | --- | | 债券代码：111019 | 债券简称：宏柏转债 | | 江西宏柏新材料股份有限公司 2024 年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法律责任。 江西宏柏新材料股份有限公司(以下简称"公司") 根据上海证券交易所《上 市公司行业信息披露指引第十三号——化工（2022 年修订）》有关规定，现将 2024 年年度主要经营数据披露如下： 二、主要产品和原材料的价格变动情况 （一）主要产品价格变动情况 | 主要产品名称 | 2024 | 年年度平均销售 单价（元/吨） | 2023 售单价（元/吨） | 年年度平均销 | 变动比例 | | --- | --- | --- | --- | --- | --- | | 硅烷偶联剂 | | 15,078.74 | 19,218.22 | | -21.54% | | 气相白炭黑 | | 16,683.27 | | 14,898.95 | 11. ...

证券代码：605399 证券简称：晨光新材 公告编号：2025-013 江西晨光新材料股份有限公司 2025 年第一季度主要经营数据的公告 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。 江西晨光新材料股份有限公司（以下简称"公司"）根据上海证券交易所《上 海证券交易所上市公司自律监管指引第 3 号——行业信息披露》《上市公司行业 信息披露指引第十三号——化工》有关规定，将公司 2025 年第一季度主要经营 数据披露如下： 注 1：功能性硅烷原料及中间体主要用于合成制备功能性硅烷产品，仅少量 对外销售。 注 2：上述产品的产量、销量为合并报表层面的统计数据。以上销售金额为 不含税金额。 二、主要产品和原材料的价格变动情况 （一）主要产品价格变动情况 注：以上价格为不含税价格。 （二）主要原材料价格变动情况 －1－ 一、主要产品的产量、销售及收入实现情况 主要产品 2025 年 1-3 月份 产量（吨） 2025 年 1-3 月份销 量（吨） 2025 年 1-3 月份销 售金额（万元） 功能性硅烷 15,774.09 13,6 ...