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彤程新材市值355亿赴港二次上市 首个海外生产基地奠基加速出海
Chang Jiang Shang Bao· 2026-01-11 23:45
长江商报消息 ●长江商报记者 徐阳 彤程新材(603650.SH)加速国际化进程。 日前,彤程新材发布公告称,公司正在筹划发行境外上市外资股(H股)并申请在香港联合交易所有限 公司主板挂牌上市。 就在2025年12月,彤程新材在泰国罗勇府迎来了其首个海外生产基地的开工奠基仪式,公司出海业务迈 出了坚实一步。 作为全球领先的新材料综合服务商,彤程新材业务广泛覆盖汽车轮胎用橡胶化学品、电子化学品及全生 物降解材料三大核心领域,近年来业绩实现增长。 二级市场方面,彤程新材近期股价强势大涨,2026年1月9日收盘价为57.62元/股,总市值达355.0亿元。 冲刺"A+H"上市 1月9日,彤程新材公告,公司为深化国际化战略布局,拓宽多元化融资渠道,进一步提高公司综合竞争 力,正在筹划发行境外上市外资股(H股)并申请在香港联交所主板挂牌上市。截至目前,公司正与相 关中介机构就本次发行H股并上市的相关工作进行商讨,相关细节尚未确定。 二级市场上,彤程新材股票于2026年1月6日、1月7日、1月8日连续三个交易日内日收盘价格涨幅偏离值 累计超过20%,公司股价短期波动幅度较大。截至2026年1月9日收盘,彤程新材股价为57 ...
传统和新兴业务双轮驱动 彤程新材上半年净利润同比增长12.07%
Core Viewpoint - The company, Tongcheng New Materials, reported a solid performance in the first half of 2025, with revenue and net profit growth driven by both traditional and emerging business segments [1] Financial Performance - The company achieved operating revenue of 1.655 billion yuan, a year-on-year increase of 4.97% [1] - Net profit attributable to shareholders reached 351 million yuan, up 12.07% year-on-year [1] - The net profit excluding non-recurring items was 326 million yuan, reflecting a significant growth of 43.07% year-on-year [1] Business Segments - The company focuses on three main business segments: automotive tire rubber chemicals, electronic chemicals, and biodegradable materials [1] - The automotive tire rubber chemicals segment saw a sales volume increase of over 1,000 tons, with a year-on-year growth of 1.5% [3] - The biodegradable materials segment is expanding its applications in agricultural materials, express packaging, medical packaging, and food and industrial packaging [3] Electronic Chemicals - The semiconductor photoresist business generated nearly 200 million yuan in revenue, with a growth rate exceeding 50% for two consecutive years [2] - The company has nearly 50 ongoing R&D projects in the semiconductor photoresist field, with about half being key projects [2] - The I-line chemical amplification thick film resin has achieved stable and rapid application expansion among several 12-inch customers [2] Market Position - The company's photoresist products achieved sales revenue of 180 million yuan, with a year-on-year increase of 13.6% and a sales volume growth of 12.5% [3] - The domestic market share for the company's products is approximately 29%, maintaining its position as the second-largest supplier in the domestic market [3]