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键邦股份9月25日获融资买入1050.12万元,融资余额1.13亿元
Xin Lang Cai Jing· 2025-09-26 01:38
Group 1 - The core viewpoint of the news is that Jianbang Co., Ltd. has experienced a decline in stock performance and financial metrics, indicating potential challenges in its operations and market position [1][2]. - On September 25, Jianbang's stock fell by 0.08%, with a trading volume of 96.22 million yuan. The financing data shows a net financing outflow of 2.99 million yuan for the day, with a total financing balance of 113 million yuan, representing 7.00% of the circulating market value [1]. - The company has a high financing balance, exceeding the 90th percentile level over the past year, indicating a significant reliance on financing [1]. - As of June 30, the number of shareholders decreased by 29.67% to 15,400, while the average circulating shares per person increased by 42.18% to 2,598 shares [2]. Group 2 - For the first half of 2025, Jianbang reported operating revenue of 307 million yuan, a year-on-year decrease of 15.37%, and a net profit attributable to shareholders of 69.66 million yuan, down 27.72% year-on-year [2]. - Since its A-share listing, Jianbang has distributed a total of 192 million yuan in dividends [3].
键邦股份9月10日获融资买入7227.99万元,融资余额1.09亿元
Xin Lang Cai Jing· 2025-09-11 02:23
Group 1 - On September 10, Jianbang Co., Ltd. experienced a 10.00% increase in stock price with a trading volume of 591 million yuan [1] - The financing data on the same day showed a financing purchase amount of 72.28 million yuan and a financing repayment of 85.51 million yuan, resulting in a net financing outflow of 13.23 million yuan [1] - As of September 10, the total margin balance for Jianbang Co., Ltd. was 109 million yuan, accounting for 5.62% of the circulating market value, indicating a high level compared to the past year [1] Group 2 - As of June 30, the number of shareholders for Jianbang Co., Ltd. was 15,400, a decrease of 29.67% from the previous period, while the average circulating shares per person increased by 42.18% to 2,598 shares [2] - For the first half of 2025, Jianbang Co., Ltd. reported operating revenue of 307 million yuan, a year-on-year decrease of 15.37%, and a net profit attributable to shareholders of 69.66 million yuan, down 27.72% year-on-year [2] Group 3 - Jianbang Co., Ltd. has distributed a total of 192 million yuan in dividends since its A-share listing [3]
化工产品细分龙头企业键邦股份上市后“跌跌不休”,DBM扩产项目为何按下暂停键?
Sou Hu Cai Jing· 2025-08-14 06:22
Core Viewpoint - The company, Jianbang Co., Ltd., has experienced a significant decline in profitability and revenue due to various adverse factors, including increased market competition and a downturn in industry demand, despite its strong market position in the fine chemical sector. Group 1: Financial Performance - Jianbang Co., Ltd. reported a 27.72% year-on-year decline in net profit attributable to shareholders, amounting to 69.66 million yuan in the latest interim report [1] - The company's gross profit margin has decreased from 44.47% in the first half of 2022 to 29.77% in the first half of 2025 [2] - Revenue for the first half of 2025 fell by 15.37% year-on-year to 307 million yuan, compared to 143 million yuan in the first half of 2022 [2] Group 2: Product Pricing and Sales - The average selling price of key products has significantly decreased, with the average price of Saike dropping to 11,700 yuan per ton, a decline of 18.75% year-on-year [1] - The average selling price of titanium ester fell to 18,600 yuan per ton, down 28.46% year-on-year [1] - The average selling price of DBM/SBM was 31,000 yuan per ton, reflecting a 1.90% decrease, while acetylacetone salt's average price was 15,400 yuan per ton, down 12.99% [1] Group 3: Investment Projects - The company has decided to pause the "7000 tons per year DBM intelligent manufacturing technology transformation and expansion project" due to increased competition and the need for re-evaluation [4] - Originally planned to invest 110 million yuan in the project, the company has adjusted its investment plans twice due to lower-than-expected fundraising [7] - The current DBM production line is deemed sufficient to meet capacity needs, indicating that now is not the optimal time for investment in this project [8]
键邦股份2025年上半年业绩下滑,主营产品表现分化
Zheng Quan Zhi Xing· 2025-07-30 22:14
Overview of Financial Performance - The company reported total revenue of 307 million yuan in the first half of 2025, a decrease of 15.37% compared to the same period last year [1] - The net profit attributable to shareholders was 69.66 million yuan, down 27.72% year-on-year [1] - The net profit after deducting non-recurring gains and losses was 65.56 million yuan, a decrease of 29.81% year-on-year [1] - In the second quarter, total revenue was 152 million yuan, a decline of 21.94% year-on-year, with a net profit of 33.03 million yuan, down 36.66% year-on-year [1] Main Revenue Composition - The main revenue sources include: - Saike: 154 million yuan, accounting for 50.12% of total revenue, with a profit of 58.73 million yuan and a gross margin of 38.16% [3] - DBM/SBM: 72.87 million yuan, 23.73% of total revenue, with a profit of 20.46 million yuan and a gross margin of 28.07% [3] - Titanium Ester: 45.05 million yuan, 14.67% of total revenue, with a profit of 15.94 million yuan and a gross margin of 35.39% [3] - Acetylacetone Salt: 27.41 million yuan, 8.93% of total revenue, with a loss of 2.39 million yuan and a negative gross margin of 8.71% [3] - Others: 7.87 million yuan, 2.56% of total revenue, with a loss of 1.32 million yuan and a negative gross margin of 16.78% [3] Financial Indicator Changes - Gross margin decreased to 29.77%, down 15.4% year-on-year [7] - Net margin decreased to 22.68%, down 14.59% year-on-year [7] - Operating expenses as a percentage of revenue decreased to 3.06%, down 3.36% year-on-year [7] - Earnings per share decreased to 0.44 yuan, down 45.0% year-on-year [7] Industry Background and Development - The company specializes in the R&D, production, and sales of environmentally friendly additives for polymer materials, with core products including Saike, Titanium Ester, DBM, SBM, and Acetylacetone Salt [5] - These products are widely used in insulation coatings, PVC plastics, and lithium battery materials [5] - Government policies support the development of the fine chemical industry, promoting high-end, green, and intelligent development [5] - The company has established long-term partnerships with globally recognized clients and has expanded its customer base in the domestic new energy lithium battery sector [5] Core Competitiveness - The company's core competitive advantages include customer resource advantages, technology R&D advantages, product system advantages, team and talent advantages, and production capacity and management advantages [9] - The company has established long-term partnerships with well-known domestic and international enterprises and holds 57 authorized patents [9] Summary - The company experienced a significant decline in performance in the first half of 2025, with key financial indicators such as total revenue, net profit, and earnings per share all decreasing [10] - Despite this, the company maintains significant competitive advantages in the industry, particularly in customer resources and technology R&D [10] - With the advancement of fundraising projects and support from industry policies, the company is expected to gradually recover growth [10]
键邦股份股价跌近2% 上半年营收净利双降
Jin Rong Jie· 2025-07-30 19:57
Summary of Key Points Core Viewpoint - The stock price of Jianbang Co., Ltd. has decreased by 1.97% to 23.89 yuan as of July 30, 2025, with a trading volume of 35,642 hands and a transaction amount of 85 million yuan [1]. Company Performance - Jianbang Co., Ltd. specializes in the research, production, and sales of polymer material environmental additives, with core products including Seiko, titanate, and DBM [1]. - The company reported a revenue of 307 million yuan for the first half of 2025, representing a year-on-year decline of 15.37% [1]. - The net profit attributable to shareholders was 69.66 million yuan, down 27.72% year-on-year [1]. - The company has decided to postpone the implementation of the "annual production of 7,000 tons of benzoyl methane intelligent manufacturing technical transformation and expansion project" [1]. Market Activity - On July 30, 2025, the net outflow of main funds was 18.285 million yuan [1].
键邦股份上半年业绩承压 有募投项目搁置超过一年
Mei Ri Jing Ji Xin Wen· 2025-07-30 15:00
Core Viewpoint - Despite establishing partnerships with multiple industry giants and continuously exploring new application areas, the company's performance is under pressure in the first half of 2025, with declines in both revenue and net profit [2][3]. Financial Performance - In the first half of 2025, the company reported revenue of 307 million yuan, a decrease of 15.37% compared to 363 million yuan in the same period last year [2][3]. - The net profit attributable to shareholders was 69.66 million yuan, down 27.72% year-on-year, while the net profit after deducting non-recurring items was 65.56 million yuan, a decline of 29.81% [2][3]. - The company's main product output decreased by 2.12% year-on-year, with total sales of 19,700 tons, down 1.05% from the previous year [3]. Market Position and Product Development - The company remains a leader in the field of polymer material environmental additives, maintaining a solid market position despite the decline in performance [2][3]. - The market share of its core product, THEIC, was approximately 89%, 83%, and 80% from 2021 to 2023, while the market share for titanium ester products was around 41% and 42% in 2021 and 2022, respectively [3]. Industry Trends - The global chemical demand showed signs of recovery in 2024, with the Asian market leading growth, although some domestic downstream industries experienced mixed performance [4]. - The domestic paint industry saw a total output decline of 1.6% year-on-year, while plastic products showed signs of recovery, but growth rates remain to be observed [4]. Competitive Landscape - The company faces intensified competition within the industry, which may lead to increased production capacity and new product launches by competitors, potentially impacting product pricing and sales volume [5]. - The company announced a temporary halt to its DBM expansion project due to the need for re-evaluation, which was initially planned to enhance production efficiency [5][6]. New Business Opportunities - The company is actively exploring new avenues, particularly in the new energy lithium battery materials sector, where its products have been recognized by major clients in the industry [9]. - The company has made progress in emerging application scenarios, with its products being validated in fields such as flame retardants and polyurethanes, which may become new growth points [9].
键邦股份上半年业绩承压 有募投项目搁置超过一年,新增长极破局仍待市场验证
Mei Ri Jing Ji Xin Wen· 2025-07-29 13:55
Core Viewpoint - Despite establishing partnerships with multiple industry giants and continuously exploring new application areas, the company's performance is under pressure in the first half of 2025, with declines in both revenue and net profit [1][3]. Financial Performance - In the first half of 2025, the company reported revenue of 307 million yuan, a decrease of 15.37% compared to 363 million yuan in the same period last year [1][3]. - The net profit attributable to shareholders was 69.66 million yuan, down 27.72% year-on-year, while the net profit after deducting non-recurring items was 65.56 million yuan, a decline of 29.81% [1][3]. - The company's main product output decreased by 2.12% year-on-year, with total sales of 19,700 tons, down 1.05% from the previous year [1][3]. Market Position and Product Overview - The company is a leading player in the field of polymer material environmental additives, with a core product system including THEIC, titanium esters, DBM, SBM, and acetylacetone salts [3]. - Despite the decline in sales, the company maintains a strong market position, with a market share of approximately 80% for THEIC products from 2021 to 2023 and around 41% for titanium esters in 2021 and 2022 [3]. Industry Trends - The global chemical demand is recovering, with the Asian market leading growth; however, some domestic downstream industries are experiencing mixed performance [4]. - The domestic paint industry saw a total output decline of 1.6% year-on-year, while plastic products showed signs of recovery, although growth rates need further observation [4]. Investment Projects and Challenges - The company has faced intensified industry competition, prompting adjustments to its investment projects, including the postponement of the DBM expansion project [5][6]. - The DBM expansion project, initially planned for 2027, has been re-evaluated due to market conditions and the need for a comprehensive assessment of production capabilities [6][7]. New Growth Areas - The company is actively exploring new markets, particularly in the renewable energy lithium battery materials sector, which is seen as a significant growth opportunity [9]. - Collaborations with well-known lithium battery material companies indicate recognition of the company's products within the core enterprises of the new energy industry [9]. - The company has also made progress in emerging application scenarios, such as flame retardants and polyurethanes, which may become new performance growth points [9].
键邦股份(603285) - 山东键邦新材料股份有限公司2025年1-6月主要经营数据的公告
2025-07-29 08:15
山东键邦新材料股份有限公司 证券代码:603285 证券简称:键邦股份 公告编号:2025-038 2025 年 1-6 月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。 根据上海证券交易所《上市公司自律监管指引第3号行业信息披露:第十三 号——化工》有关规定和披露要求,现将山东键邦新材料股份有限公司(以下简 称"公司")2025年1-6月主要经营数据披露如下: 一、主要产品的产量、销量及收入情况 2025年1-6月公司营业收入为30,711.88万元,其中主营业务收入为29,924.62 万元,其他业务收入为 787.26 万元。公司主要产品产销情况如下: | 类别 | 产量(吨) | 销量(吨) | 销售收入(万元) | | --- | --- | --- | --- | | 赛克 | 13,018.66 | 13,156.34 | 15,391.49 | | 钛酸酯 | 2,446.19 | 2,424.30 | 4,504.70 | | DBM/SBM | 2,388.79 | 2,351.00 | ...
键邦股份(603285) - 山东键邦新材料股份有限公司2025年1-3月主要经营数据的公告
2025-04-28 09:07
山东键邦新材料股份有限公司 2025 年 1-3 月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。 根据上海证券交易所《上市公司自律监管指引第3号行业信息披露:第十三 号——化工》有关规定和披露要求,现将山东键邦新材料股份有限公司(以下简 称"公司")2025年1-3月主要经营数据披露如下: 一、主要产品的产量、销量及收入情况 证券代码:603285 证券简称:键邦股份 公告编号:2025-027 2025年1-3月公司营业收入为15,499.22万元,其中主营业务收入为15,205.88 万元,其他业务收入为 293.34 万元。公司主要产品产销情况如下: 注:上表中各分项数之和与合计数存在尾差是四舍五入造成。 二、主要产品和原材料的价格变动情况 | 类别 | 2025年1-3月平均单价 | 2024 | 年 1-3 | 月平均单价 | 同比变动幅 | | --- | --- | --- | --- | --- | --- | | | (元/吨) | | (元/吨) | | 度 | | 赛克 | 12,1 ...
键邦股份(603285) - 山东键邦新材料股份有限公司2024年度主要经营数据的公告
2025-04-25 14:13
证券代码:603285 证券简称:键邦股份 公告编号:2025-024 山东键邦新材料股份有限公司 2024 年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。 根据上海证券交易所《上市公司自律监管指引第3号行业信息披露:第十三 号——化工》有关规定和披露要求,现将山东键邦新材料股份有限公司(以下简 称"公司")2024年度主要经营数据披露如下: 一、主要产品的产量、销量及收入情况 2024 年度公司营业收入为 67,269.21 万元,其中主营业务收入为 65,304.51 万元,其他业务收入为 1,964.70 万元。公司主要产品产销情况如下: | 类别 | 产量(吨) | 销量(吨) | 销售收入(万元) | 销售收入同比变化 | | --- | --- | --- | --- | --- | | 赛克 | 26,453.32 | 26,117.33 | 36,452.15 | 7.04% | | 钛酸酯 | 4,587.09 | 4,497.05 | 11,051.80 | -30.61% | | ...