截至6月30日，保立佳股东户数7590.00，较上期增加54.99%；人均流通股8958股，较上期减少35.47%。 2025年1月-6月，保立佳实现营业收入9.26亿元，同比减少17.23%；归母净利润858.64万元，同比增长 136.26%。 分红方面，保立佳A股上市后累计派现547.05万元。近三年，累计派现0.00元。 机构持仓方面，截止2025年6月30日，保立佳十大流通股东中，诺安多策略混合A（320016）位居第五 大流通股东，持股82.81万股，为新进股东。 10月9日，保立佳跌3.16%，成交额4760.72万元。两融数据显示，当日保立佳获融资买入额384.86万 元，融资偿还172.22万元，融资净买入212.64万元。截至10月9日，保立佳融资融券余额合计3406.96万 元。 融资方面，保立佳当日融资买入384.86万元。当前融资余额3406.82万元，占流通市值的1.70%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，保立佳10月9日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元；融 券余量100.00股，融券余额1439.00元，超过近 ...

保立佳主要从事水性丙烯酸乳液的研发、生产和销售，是国内生产水性丙烯酸乳液的主要企业。 沟通传递价值 信心共筑未来——2025年上海辖区上市公司集体接待日暨中报业绩说明会9月19日在全景 网举行。保立佳（301037）副总经理、董事会秘书李衍昊介绍，公司2025年上半年实现营业收入9.26亿 元，同比减少17.23%；归属于上市公司股东的净利润为858.64万元，同比增长136.26%，同比扭亏。未 来公司也将持续聚焦主营业务，依托公司技术研发、产能规模、质量服务、市场渠道等核心竞争力，进 一步加大海外市场开拓力度，向着全球领先的丙烯酸乳液供应商目标稳步迈进。 ...

沟通传递价值 信心共筑未来——2025年上海辖区上市公司集体接待日暨中报业绩说明会9月19日在全景 网举行。保立佳（301037）副总经理、董事会秘书李衍昊介绍，公司2025年上半年实现营业收入9.26亿 元，同比减少17.23%；归属于上市公司股东的净利润为858.64万元，同比增长136.26%，同比扭亏。未 来公司也将持续聚焦主营业务，依托公司技术研发、产能规模、质量服务、市场渠道等核心竞争力，进 一步加大海外市场开拓力度，向着全球领先的丙烯酸乳液供应商目标稳步迈进。 保立佳主要从事水性丙烯酸乳液的研发、生产和销售，是国内生产水性丙烯酸乳液的主要企业。（全景 网） ...

答：尊敬的投资者您好！公司 2025 年上半年建筑乳液产品、 防水乳液产品毛利率同比增长约 2%-3%，产品定价机制传导效率 良好，未来公司将继续加强成本管控和市场响应能力，以提升整 体盈利能力。感谢您的关注！ 证券代码：301037 证券简称：保立佳 上海保立佳化工股份有限公司 投资者关系活动记录表 编号：2025-02 | □ | 特定对象调研 □ 分析师会议 | | --- | --- | | □ | 媒体采访 ☑ 业绩说明会 | | 投资者关系活动 □ | 新闻发布会 □ 路演活动 | | 类别 □ | 现场参观 | | □ | 其他 | | 参与单位名称及 | 通过"全景路演"网站（http://rs.p5w.net）；或关注微信公 | | 人员姓名 | 众号（名称：全景财经）；或下载全景路演 APP，参加 2025 年 | | | 上海辖区上市公司集体接待日暨中报业绩说明会活动的投资者 | | 时间 2025 | 年 9 月 19 日 (星期五)15:00—17:00 | | 地点 | 公司通过"全景路演"网站（http://rs.p5w.net）以网络互动 | | | 的方式召开业绩说明会 | ...

Core Viewpoint - The company primarily engages in the research, production, and sales of water-based acrylic emulsions, with a focus on various functional emulsions and additives [1] Group 1: Company Overview - The main products of the company include construction emulsions, waterproof emulsions, industrial paint emulsions, textile emulsions, and packaging emulsions [1] - The company's products serve as upstream raw materials for coatings and paints, indicating a specialized role in the supply chain [1] - The company does not manufacture coatings or paints, which highlights its focus on emulsion production [1]

Group 1 - The company, Baolijia (301037.SZ), primarily engages in the research, production, and sales of water-based acrylic emulsions [1] - Main products include construction emulsions, waterproof emulsions, industrial paint emulsions, textile emulsions, and packaging emulsions, which serve as upstream raw materials for coatings [1] - The company does not manufacture coatings itself [1] Group 2 - As of mid-August, there has been no business interaction between the company and Weihai Juqiao [1]

Core Insights - The company reported a total operating revenue of 926 million yuan for the first half of 2025, a year-on-year decrease of 17.23% [1] - The net profit attributable to shareholders was 8.59 million yuan, an increase of 136.26% year-on-year [1] - The company’s gross profit margin improved to 12.84%, up 15.3% year-on-year [2] Financial Performance - The net profit margin reached 0.94%, reflecting a significant increase of 144.61% year-on-year [2] - Operating cash flow per share was 0.46 yuan, showing a growth of 135.2% [2] - The company’s total liabilities increased slightly to 12.87 billion yuan, a rise of 0.71% [3] Revenue Composition - Revenue from construction emulsions was 508 million yuan, accounting for 54.83% of total revenue, with a gross margin of 11.62% [4] - Domestic sales contributed 875 million yuan, representing 94.46% of total revenue, with a gross margin of 12.43% [4] - The gross margin for foreign sales was notably higher at 19.89% [4] Cash Flow and Debt Management - The net cash flow from operating activities increased by 134.95% due to improved management of accounts receivable [5] - The company reduced capital expenditures and received proceeds from the disposal of subsidiary equity, leading to a 127.8% increase in net cash flow from investing activities [5] - The liquidity ratio decreased to 0.8, indicating a decline in short-term debt repayment capacity [3] Future Outlook - The company is positioned to benefit from environmental policy support and growing market demand for water-based acrylic emulsions, with potential for market share expansion [6] - Close monitoring of cash flow and debt levels is essential for maintaining financial health [6]

Core Viewpoint - The company, Baolijia (301037.SZ), plans to invest up to 150 million yuan in establishing wholly-owned subsidiaries in Vietnam, the Middle East, Indonesia, Kazakhstan, and Thailand to build water-based acrylic emulsion production bases, enhancing its overseas market presence and service capabilities [1]. Investment Details - The total investment amount for the overseas subsidiaries is capped at 150 million yuan [1]. - The investment will be executed through Baolijia Group International Limited, a wholly-owned subsidiary located in Hong Kong [1]. Strategic Objectives - The investment aims to expand the company's overseas market and improve its international business layout [1]. - It is expected to enhance the company's ability to supply products and services overseas, thereby better meeting the demand for overseas orders [1].

Core Viewpoint - The company plans to invest up to 150 million yuan in establishing wholly-owned subsidiaries in Vietnam, the Middle East, Indonesia, Kazakhstan, and Thailand to enhance its overseas market presence and product supply capabilities [1] Group 1: Investment Details - The total investment amount for the new production bases is capped at 150 million yuan [1] - The investment will be executed through the company's wholly-owned subsidiary, Baolijia Group International Limited, located in Hong Kong [1] Group 2: Strategic Objectives - The investment aims to expand the company's overseas market and improve its international business layout [1] - The establishment of local subsidiaries is intended to enhance the company's ability to supply products and services overseas [1] - The initiative is designed to better meet the demand for overseas orders [1]

Core Viewpoint - The company, Baolijia (301037.SZ), is actively expanding its overseas market presence by establishing wholly-owned subsidiaries in various countries to enhance its core competitiveness and respond quickly to international order demands [1] Group 1: Investment Plans - The company plans to invest in wholly-owned subsidiaries in Vietnam, the Middle East, Indonesia, Kazakhstan, and Thailand [1] - The total investment amount for these projects is not to exceed 150 million yuan, with actual investment amounts subject to approval by Chinese and local authorities [1]