以8月25日收盘价计算，彩客新能源目前市净率（TTM）约0.42倍，市销率（TTM）约0.35倍。 市净率(LF)历史分位(%) (100 90 80 70 60 -58.67 53a52 52.6 50 50-06 40 30 2945 25.98 2203 20 10 0 2019-12-37 | 1-12-37 -12-37 2n- 制图数据来自恒生聚源数据库 公司主要从事染料中间体、颜料中间体、农药中间体及电池材料的生产和销售业务，以及环保技术谘询业务，业务主要分为五大分部。颜料中间体分部用于 颜料生产的颜料中间体产品的生产业务；染料中间体分部用于染料相关产品生产的染料中间体产品的生产业务；农药中间体分部用于农药中的产品的生产业 务；电池材料分部电池材料之生产及销售业务；环保技术谘询分部环保业务。 100 - % 50 39.66 19:16 0 -5.68 - 4.43 -711 -29.87 -50 -100 -150 - -200 2021 2022 2020 2023 2024 2025H1 →〇- 营业收入同比增长率 →○- 归母净利润同比增长率 制图数据来自恒生聚源数据库 营收、净利半年度 ...

彩客新能源发布截至2025年6月30日止的六个月业绩。报告期内，公司收益为9.335亿元人民币，同比下 降7.1%。母公司拥有人应占溢利为931.5万元，同比下降40.4%，每股基本盈利为0.01元。公司拟派发中 期股息每股0.015元。 集团整体毛利同比下降约19.7%至1.168亿元，整体毛利率降至约12.5%（2024年同期为约14.5%）。毛利 下降的主要原因是染料及农业化学品中间体产品单位平均售价因市场波动而下降，尽管颜料中间体及新 材料板块的销售数量和平均售价有所上升，但未能抵消整体毛利的下滑。 （文章来源：证券时报网） ...

Group 1: Company Developments - Xinkai Technology will be listed on April 15, with an issue price of 12.8 yuan per share, corresponding to a price-to-earnings ratio of 14.38 times [1] - Xinkai Technology has been in the pigment industry for nearly 30 years and is a significant supplier in the global organic pigment market, holding market shares of approximately 2.71%, 3.39%, and 3.11% from 2020 to 2022 [1] - The company is gradually releasing production capacity at its Liaoning project, with the main construction of the Liaoning Ziyuan project completed, expected to begin trial production in 2025 [1] Group 2: Industry Trends - Baihehua is investing in a high-performance organic pigment project in Hangzhou, planning to produce 2,000 tons of high-performance organic pigments and other materials annually [2] - Qicai Chemical is expanding its new materials capacity, with a project producing 3,000 tons of PPDI polyurethane elastomer materials expected to release capacity in the first half of 2024 [2] - The acquisition of German pigment business by Sudarshan Chemical indicates ongoing industry consolidation, benefiting domestic high-performance organic pigment substitutes [3] - The high-performance organic pigment sector is becoming a new trend due to the saturation of classic organic pigment capacity and the high technical barriers that favor leading companies [3]