融券方面，中触媒9月25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0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，中触媒新材料股份有限公司位于辽宁省大连普湾新区松木岛化工园区，成立日期2008年8月8 日，上市日期2022年2月16日，公司主营业务涉及特种分子筛及催化新材料产品的研发、生产、销售及 化工技术、化工工艺服务。主营业务收入构成为：特种分子筛及催化剂系列89.46%，非分子筛催化剂 系列6.28%，其他(补充)3.12%，技术收入1.14%。 9月25日，中触媒跌2.18%，成交额5386.22万元。两融数据显示，当日中触媒获融资买入额531.91万 元，融资偿还308.78万元，融资净买入223.13万元。截至9月25日，中触媒融资融券余额合计1.16亿元。 融资方面，中触媒当日融资买入531.91万元。当前融资余额1.16亿元，占流通市值的2.38%，融资余额 超过近一年90%分位水平，处于高位。 截至6月30日，中触媒股东户数5707.00，较上期增加5.14%；人均流通股16261股，较上期减少4.89%。 20 ...

Core Viewpoint - The stock of Zhong Chuang Mei has experienced fluctuations, with a year-to-date increase of 20.14% but recent declines in the short term [2]. Group 1: Stock Performance - As of September 25, Zhong Chuang Mei's stock price was 27.82 CNY per share, with a market capitalization of 4.902 billion CNY [1]. - The stock has seen a decline of 1.56% over the last five trading days, 3.60% over the last twenty days, and 7.11% over the last sixty days [2]. Group 2: Financial Performance - For the first half of 2025, Zhong Chuang Mei reported revenue of 461 million CNY, representing a year-on-year growth of 16.46%, and a net profit attributable to shareholders of 127 million CNY, up 31.52% year-on-year [2]. - The company has distributed a total of 182 million CNY in dividends since its A-share listing, with 141 million CNY distributed over the past three years [3]. Group 3: Company Overview - Zhong Chuang Mei, established on August 8, 2008, is located in Dalian, Liaoning Province, and specializes in the research, production, and sales of specialty molecular sieves and catalytic new materials [2]. - The company's main revenue sources include specialty molecular sieves and catalysts (89.46%), non-molecular sieve catalysts (6.28%), and other technical services (1.14%) [2]. - The company is classified under the basic chemical industry, specifically in the category of other chemical products, and is associated with several concept sectors including small-cap stocks and energy conservation [2].

9月23日，中触媒盘中下跌2.02%，截至11:19，报27.60元/股，成交4836.08万元，换手率0.98%，总市值 48.63亿元。 资金流向方面，主力资金净流入483.26万元，特大单买入895.85万元，占比18.52%，卖出731.12万元， 占比15.12%；大单买入1155.36万元，占比23.89%，卖出836.83万元，占比17.30%。 截至6月30日，中触媒股东户数5707.00，较上期增加5.14%；人均流通股16261股，较上期减少4.89%。 2025年1月-6月，中触媒实现营业收入4.61亿元，同比增长16.46%；归母净利润1.27亿元，同比增长 31.52%。 分红方面，中触媒A股上市后累计派现1.82亿元。近三年，累计派现1.41亿元。 责任编辑：小浪快报 中触媒今年以来股价涨19.19%，近5个交易日跌3.87%，近20日跌7.75%，近60日跌5.22%。 资料显示，中触媒新材料股份有限公司位于辽宁省大连普湾新区松木岛化工园区，成立日期2008年8月8 日，上市日期2022年2月16日，公司主营业务涉及特种分子筛及催化新材料产品的研发、生产、销售及 化工技术、化工工 ...

Group 1: Research Basic Information - The research object is Zhongchumei, belonging to the chemical raw materials industry, and the reception time is September 15, 2025. The listed company's reception staff includes Jin Zhong, the director, deputy general manager, and board secretary, and Song Cheng, the securities affairs supervisor [17] Group 2: Detailed Research Institutions - The reception object is Western Securities, and the type of the reception object is a securities company [20] Group 3: Main Content - The reason for the increase in the company's gross profit margin compared with the same period last year is the increase in operating income during the reporting period and the decrease in the prices of important raw materials such as natural gas, resulting in a reduction in operating costs [22] - The company's products are mainly divided into special molecular sieve and catalyst series, non - molecular sieve catalyst series, and catalytic application process and chemical technology services. Special molecular sieve and catalyst series include mobile source denitration molecular sieve, etc.; non - molecular sieve catalyst series include metal dehydrogenation catalyst, etc.; catalytic application process and chemical technology services include HPPO method propylene oxide process package [23] - The company expects the sales volume of mobile source denitration molecular sieve series products to increase steadily because it has a long - term strategic cooperation agreement with BASF, BASF's market share in this series of products has been increasing in recent years, and the new model of mobile source denitration molecular sieve is the company's exclusive patented technology that can meet international emission standards [24][25] - The company's technological advantages lie in providing customized process route design and full - cycle technical service solutions for customers based on years of technological reserves, and the company's process package service has been verified by well - known domestic industrialization projects. It also has a professional team to provide full - process services from process diagnosis to production optimization [26]

8月27日，中触媒跌2.97%，成交额1.11亿元。两融数据显示，当日中触媒获融资买入额1538.72万元， 融资偿还930.31万元，融资净买入608.41万元。截至8月27日，中触媒融资融券余额合计1.13亿元。 融券方面，中触媒8月27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0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，中触媒新材料股份有限公司位于辽宁省大连普湾新区松木岛化工园区，成立日期2008年8月8 日，上市日期2022年2月16日，公司主营业务涉及特种分子筛及催化新材料产品的研发、生产、销售及 化工技术、化工工艺服务。主营业务收入构成为：特种分子筛及催化剂系列89.46%，非分子筛催化剂 系列6.28%，其他(补充)3.12%，技术收入1.14%。 融资方面，中触媒当日融资买入1538.72万元。当前融资余额1.13亿元，占流通市值的2.22%，融资余额 超过近一年90%分位水平，处于高位。 截至6月30日，中触媒股东户数5707.00，较上期增加5.14%；人均流通股16261股，较上期减少4.89%。 202 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company achieved a revenue of 461 million yuan in the first half of 2025, representing a year-on-year increase of 16.46%. The net profit attributable to shareholders was 127 million yuan, up 31.52% year-on-year, driven by increased sales and lower raw material and energy costs [5][8] - The company is expected to grow rapidly, with projected revenues of 1.026 billion yuan, 1.226 billion yuan, and 1.467 billion yuan for 2025, 2026, and 2027 respectively, alongside net profits of 227 million yuan, 272 million yuan, and 324 million yuan for the same years [10][11] Financial Performance - In Q2 2025, the company reported a revenue of 262 million yuan, a year-on-year increase of 33.03%, and a net profit of 86 million yuan, up 40.34% year-on-year [6][15] - The gross profit margin for the first half of 2025 was 46.92%, an increase of 7.24 percentage points year-on-year, while the net profit margin was 27.50%, up 3.15 percentage points year-on-year [5][8] Product Performance - The sales of titanium-silicon series catalysts and pyridine catalysts contributed significantly to revenue growth in the first half of 2025, with the special molecular sieve and catalyst series generating 413 million yuan in revenue, a year-on-year increase of 19.53% [7][10] - The non-molecular sieve catalyst series, however, saw a revenue decline of 39.75%, generating 29 million yuan [7] Research and Development - The company invested approximately 23.44 million yuan in R&D in the first half of 2025, reflecting an increase of 11.43% year-on-year, focusing on enhancing product innovation and upgrading core technologies [9][10] Market Position and Strategy - The company is positioned as a leading domestic catalyst manufacturer, with a focus on expanding its product offerings and enhancing its competitive edge through vertical and horizontal integration strategies [10][11] - The company has successfully completed trial production of several projects, including special molecular sieves and environmental catalysts, which are expected to contribute to future revenue growth [10]