转自：新华财经 作为省级县域特色产业集群（基地），"十四五"以来，安徽池州市东至县精细化工产业集群锚定"链式 发展"聚合力、以"新兴技改"破瓶颈、靠"创新驱动"攀高峰，成功跻身2025年全省县域制造业特色产业 集群培育重点名单，成为驱动县域经济高质量发展的"核心引擎"，书写了一段"绿色低碳、数字智慧、 相融相长"的产业升级新篇章。 链主领航 串珠成链强生态 "十四五"以来，东至县聚焦新材料、生命健康领域，编制《产业发展规划》《产业发展指引》，绘制产 业链关联图谱，重点招引高分子材料、锂电材料及生物医药等高端项目。目前，集群已集聚链上企业49 家，固定资产投资年均增速超30%，主导产业集聚度达90%以上，形成了龙头引领、配套协同、集群共 进的产业生态。 技改赋能 提质增效固根基 "华尔泰的双氧水、硫酸等产品都是我们的关键原料，落户这里能大幅降低运输等生产成本。"近日，在 东至经开区，安徽巨科化工有限公司安环部部长李河贵表示，公司即将投产的水性丙烯酸乳液，将填补 东至精细化工在涂料助剂细分领域的空白，为产业链完善再添新动能。 2021年9月，安徽华尔泰化工股份有限公司在深圳证券交易所主板挂牌上市后，一路披荆斩棘， ...

11月24日，保立佳涨5.07%，截至发稿，报15.13元/股，成交3861.54万元，换手率3.85%，总市值21.04 亿元。 资料显示，上海保立佳化工股份有限公司位于上海市闵行区中春路1288号33幢，成立日期2001年8月24 日，上市日期2021年7月30日，公司主营业务涉及主要从事水性丙烯酸乳液的研发、生产和销售业务。 主营业务收入构成为：建筑乳液54.83%，防水乳液18.05%，包装乳液9.87%，助剂及其他8.69%，纺织 乳液8.57%。 从保立佳十大流通股东角度 数据显示，中信保诚基金旗下1只基金位居保立佳十大流通股东。中信保诚多策略混合(LOF)A （165531）三季度新进十大流通股东，持有股数61.86万股，占流通股的比例为0.91%。根据测算，今日 浮盈赚取约45.16万元。 中信保诚多策略混合(LOF)A（165531）成立日期2017年6月16日，最新规模11.33亿。今年以来收益 40.98%，同类排名937/8209；近一年收益38.38%，同类排名886/8129；成立以来收益138.72%。 中信保诚多策略混合(LOF)A（165531）基金经理为王颖。 截至发稿，王 ...

Core Viewpoint - The company Baolijia has shown mixed financial performance, with a significant decrease in revenue but a notable increase in net profit, indicating potential operational efficiency improvements despite declining sales [2]. Financing and Trading Activity - On November 12, Baolijia's stock price increased by 0.62%, with a trading volume of 29.33 million yuan. The financing buy-in amount was 2.18 million yuan, while the financing repayment was 3.48 million yuan, resulting in a net financing outflow of 1.30 million yuan [1]. - As of November 12, the total financing and securities lending balance for Baolijia was 26.80 million yuan, with the financing balance accounting for 1.19% of the circulating market value, indicating a high level compared to the past year [1]. - The company had no securities lending activity on November 12, with a remaining quantity of 100 shares and a securities lending balance of 1,615 yuan, also reflecting a high level compared to the past year [1]. Business Performance - For the period from January to September 2025, Baolijia reported operating revenue of 1.38 billion yuan, a year-on-year decrease of 18.35%. However, the net profit attributable to shareholders increased by 110.21% to 7.08 million yuan [2]. - The company's main business revenue composition includes construction emulsions (54.83%), waterproof emulsions (18.05%), packaging emulsions (9.87%), additives and others (8.69%), and textile emulsions (8.57%) [1]. Shareholder and Institutional Holdings - As of September 30, 2025, Baolijia had 7,078 shareholders, a decrease of 6.75% from the previous period, with an average of 9,606 circulating shares per person, an increase of 7.23% [2]. - New institutional shareholders include Huaxia Zhisheng Pioneer Stock (LOF) A, holding 669,400 shares, and CITIC Prudential Multi-Strategy Mixed (LOF) A, holding 618,600 shares, both entering the top ten circulating shareholders [3].

Core Viewpoint - The stock of Baolijia experienced a decline of 2.14% on October 29, 2023, with a current price of 15.11 CNY per share, reflecting a market capitalization of 2.101 billion CNY. Despite this, the stock has seen a year-to-date increase of 46.56% [1]. Company Overview - Baolijia Chemical Co., Ltd. is located in Minhang District, Shanghai, and was established on August 24, 2001. The company was listed on July 30, 2021, and primarily engages in the research, production, and sales of water-based acrylic emulsions [1]. - The revenue composition of Baolijia includes: construction emulsions (54.83%), waterproof emulsions (18.05%), packaging emulsions (9.87%), additives and others (8.69%), and textile emulsions (8.57%) [1]. Stock Performance - As of October 29, 2023, Baolijia's stock has shown a slight increase of 0.07% over the last five trading days, a 7.77% increase over the last 20 days, and a 7.47% increase over the last 60 days [1]. - The number of shareholders as of June 30, 2023, was 7,590, an increase of 54.99% from the previous period, while the average circulating shares per person decreased by 35.47% to 8,958 shares [1]. Financial Performance - For the period from January to June 2025, Baolijia reported a revenue of 926 million CNY, a year-on-year decrease of 17.23%. However, the net profit attributable to shareholders increased by 136.26% to 8.5864 million CNY [1]. - Since its A-share listing, Baolijia has distributed a total of 5.4705 million CNY in dividends, with no dividends paid in the last three years [2]. Institutional Holdings - As of June 30, 2025, among the top ten circulating shareholders, the Noan Multi-Strategy Mixed A fund (320016) is the fifth largest shareholder, holding 828,100 shares as a new investor [2].

Core Viewpoint - The company Baolijia experienced a decline in stock price by 3.16% on October 9, with a trading volume of 47.61 million yuan, indicating potential market volatility and investor sentiment concerns [1]. Financing Summary - On October 9, Baolijia had a financing buy-in amount of 3.85 million yuan, with a net financing purchase of 2.13 million yuan after repayments [1]. - The total financing and securities balance reached 34.07 million yuan, accounting for 1.70% of the circulating market value, which is above the 90th percentile of the past year, indicating a high level of financing activity [1]. - The company had no short-selling activity on October 9, with a short-selling balance of 1,439 yuan, also above the 80th percentile of the past year [1]. Business Performance - As of June 30, Baolijia reported a total revenue of 926 million yuan for the first half of 2025, reflecting a year-on-year decrease of 17.23% [2]. - The net profit attributable to shareholders was 8.59 million yuan, showing a significant year-on-year increase of 136.26% [2]. - The company’s main business revenue composition includes construction emulsions (54.83%), waterproof emulsions (18.05%), packaging emulsions (9.87%), additives and others (8.69%), and textile emulsions (8.57%) [1]. Shareholder Information - As of June 30, 2025, the number of Baolijia shareholders increased to 7,590, a rise of 54.99% from the previous period [2]. - The average circulating shares per person decreased by 35.47% to 8,958 shares [2]. - The company has distributed a total of 5.47 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3].

Core Insights - The company reported a revenue of 926 million yuan for the first half of 2025, a decrease of 17.23% year-on-year [1] - The net profit attributable to shareholders was 8.5864 million yuan, marking a year-on-year increase of 136.26%, indicating a turnaround from losses [1] - The company aims to enhance its core competencies in technology research and development, production capacity, quality service, and market channels to expand its overseas market presence [1] Company Overview - The company, Baolijia, specializes in the research, production, and sales of water-based acrylic emulsions and is a leading domestic producer in this sector [1] - The strategic goal is to become a globally leading supplier of acrylic emulsions [1]

Core Viewpoint - The company reported a decrease in revenue for the first half of 2025 but achieved a significant increase in net profit, indicating a turnaround in financial performance [1] Financial Performance - The company achieved an operating revenue of 926 million yuan in the first half of 2025, a year-on-year decrease of 17.23% [1] - The net profit attributable to shareholders was 8.5864 million yuan, reflecting a year-on-year increase of 136.26%, marking a return to profitability [1] Business Strategy - The company plans to continue focusing on its core business and leverage its strengths in technology research and development, production capacity, quality service, and market channels [1] - There is an intention to increase efforts in expanding overseas markets, aiming to become a global leader in the supply of acrylic emulsions [1] Industry Position - The company is recognized as a major player in the research, production, and sales of water-based acrylic emulsions in China [1]

Financial Performance - In the first half of 2025, the company achieved a revenue of 926 million yuan, a decrease of 17.23% year-on-year [2] - The net profit attributable to shareholders was 8.5864 million yuan, an increase of 136.26% year-on-year, indicating a turnaround from losses [2] Product Pricing and Cost Management - The gross margin for construction emulsions and waterproof emulsions increased by approximately 2%-3% year-on-year, reflecting good efficiency in the product pricing mechanism [3] - The company plans to continue enhancing cost control and market responsiveness to improve overall profitability [3] Environmental Compliance and Market Opportunities - The upcoming national standards for harmful substances in coatings are expected to drive industry upgrades, presenting more opportunities than challenges for the company [3] - The company has completed product certifications in line with new standards, allowing downstream customers to produce compliant products without adjusting their formulations, thus saving on R&D costs [4] Production Capacity and Operations - The Hubei production base is nearing completion, with equipment installation and debugging currently underway [4] - There are no reported issues with the pipeline construction for raw material supply to the Anhui factory, indicating smooth operational progress [4]

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]