（文章来源：证券日报） 证券日报网讯兴欣新材8月26日在互动平台回答投资者提问时表示，公司产品主要应用于电子化学品、 环保化学品、高分子材料、医药等领域。具体产品及其用途请关注2024年度报告中第三节"管理层讨论 与分析"中"报告期内公司从事的主要业务"中相关内容。 ...

万马股份财务数据及主营业务： 本次解禁涉及股东明细见下表： | 股东名称 | 解禁数量(股) | 解禁市值(元) | 锁定期 (月) | 限售类型 | | --- | --- | --- | --- | --- | | 赵宇信 | 3.00万 | 48.45万 | | 25 股权激励限售股份 | | 核心管理人员、技术(业务)骨 干及董事会认为需要激励的人员 | 200.72万 | 3241.64万 | | 25 股权激励限售股份 | | 李海主 | 3.00万 | 48.45万 | | 25 股权激励限售股份 | | 李刚 | 6.00万 | 96.90万 | | 25 股权激励限售股份 | | 徐兰芝 | 4.50万 | 72.67万 | | 25 股权激励限售股份 | 证券之星消息，根据市场公开信息整理，万马股份(002276)于8月26日将有217.22万股限售股份解禁，为 公司股权激励限售股份，占公司总股本0.21%。(本次数据根据历史公告整理得出,实际情况以上市公司 最新公告为准)本次解禁后，公司还有703.42万股限售股份，占总股本0.69%。具体如下图所示： 万马股份2025年中报显示，公司主 ...

合肥汇通控股股份有限公司 章程 目 录 — 1 — 第一章 总 则 第一条 为维护合肥汇通控股股份有限公司（以下简称"公司"或"本公司"）、 股东和债权人的合法权益，规范公司的组织和行为，根据《中华人民共和国公司法》 （以下简称《公司法》）、《中华人民共和国证券法》（以下简称《证券法》）和其 他相关规定，制定本章程。 第二条 公司系依照《公司法》和其他法律、法规、规范性文件的规定成立的股份 有限公司。 公司由合肥汇通汽车零部件有限公司整体变更设立，在合肥市工商行政管理局注 册登记，取得营业执照，营业执照号91340100786528930Y。 第三条 公司于2024年12月6日取得中国证券监督管理委员会（以下简称"中国证 监会"）注册批复，首次向社会公众发行人民币普通股（A股）3,150.7704万股，于 市"）。 第四条 公司注册中文名称：合肥汇通控股股份有限公司。 公司英文名称：Hefei Conver Holding Co.,Ltd. 第五条 公司住所：合肥经济技术开发区汤口路99号厂房，邮政编码：230601。 第六条 公司注册资本为人民币12,603.00万元。 第七条 公司为永久存续的股份有限公司 ...

Core Viewpoint - The company, Wanma Co., Ltd. (002276.SZ), is actively involved in the supply of products applicable to hydropower stations, including ultra-high voltage, medium voltage, control cables, and polymer materials [1] Group 1: Company Involvement in Hydropower Projects - The company has participated in several large-scale hydropower projects, such as the Three Gorges Hydropower Station, Nanning Pumped Storage Power Station in Guangxi, and others [1] - The company is continuously following up on the Yarlung Tsangpo River downstream hydropower engineering project, indicating ongoing engagement in the sector [1] Group 2: Market Opportunities - The primary market opportunities for the company are in cable materials and cable manufacturing, which are essential for hydropower projects [1] - Future developments regarding these projects will be disclosed by the company as they progress [1]

证券代码：002276 证券简称：万马股份 浙江万马股份有限公司 投资者关系活动记录表 编号：2025-013 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系活动 | 媒体采访 业绩说明会 | | 类别 | 新闻发布会 路演活动 | | | 现场参观 | | | 其他 （请文字说明其他活动内容） | | | 中金公司、财通证券、国泰海通证券、华西证券、广发证券、国 | | 参与单位名称及 | 信证券、中信证券、申万宏源、安信证券、华鑫证券、长江证券、 | | 人员姓名 | 华福证券、共青城润卿私募基金、上海陆浦资管、广州泽嘉资管 | | | 等机构投资者合计 22 人 | | 时间 | 2025 年 8 月 20 日 | | 地点 | 腾讯会议 | | 上市公司接待人 | | | 员姓名 | 公司副总经理、董事会秘书：赵宇恺 | | | 一、公司副总经理、董事会秘书赵宇恺详细介绍了公司"一 | | | 体两翼"发展战略及电线电缆、新材料、新能源三大业务板块的 | | | 发展情况。 | | 投资者关系活动 | 二、问答环节： | | 主要内容介绍 | 1、20 ...

Group 1: Company Overview and Strategy - The company follows a "one body, two wings" development strategy focusing on three main business segments: electric wires and cables, new materials, and new energy [1] - The company has a comprehensive cable product range, including ultra-high voltage cables, fire-resistant cables, and cables for new energy construction, positioning itself as a "comprehensive cable supplier" in China [2] Group 2: Financial Performance - In the first half of 2025, the company reported a revenue of CNY 9.272 billion, representing a year-on-year growth of 8.58% [1] - The net profit attributable to shareholders, excluding non-recurring items, was CNY 221 million, with a year-on-year increase of 25.95% [1] Group 3: Revenue Breakdown - Revenue from electric power products, communication products, and polymer materials for the first half of 2025 was CNY 6.315 billion, CNY 158 million, and CNY 2.654 billion, respectively, accounting for 68.11%, 1.7%, and 28.63% of total revenue [2] Group 4: Product Applications and Projects - The company has participated in several large hydropower projects, including the Three Gorges Dam and is currently following up on the Yarlung Tsangpo River downstream hydropower project [2] - The company’s high-voltage, medium-voltage, control cables, and polymer materials are applicable in hydropower stations [2] Group 5: Production Capacity and Market Position - The production capacity of the company's polymer high-voltage insulation material will reach 60,000 tons after the completion of the third-phase project [4] - The domestic market share of the company's polymer high-voltage insulation material has increased from approximately 15% in 2021 to about 20% [4] Group 6: Raw Material Impact - The main raw material for electric wires and cables is copper, and fluctuations in copper prices can directly impact the company's performance [6] - The company employs various strategies to mitigate risks associated with copper price volatility, including fixed-price contracts and hedging [6] - The new materials segment's raw materials are influenced by oil prices, which can affect profitability [6]

Core Viewpoint - Yifan Pharmaceutical (002019) reported a slight increase in revenue for the first half of 2025, while net profit saw a significant growth, indicating a positive trend in profitability despite modest revenue growth [1] Financial Performance - The company achieved an operating income of 2.635 billion yuan in the first half of 2025, representing a year-on-year growth of 0.11% [1] - The net profit attributable to shareholders was 304 million yuan, reflecting a year-on-year increase of 19.91% [1] Business Operations - Yifan Pharmaceutical is primarily engaged in the research, development, production, sales of pharmaceutical products, vitamins, and high polymer materials, as well as drug promotion services [1]

Investment Rating - The report maintains a "Buy-B" rating for the company [1][5] Core Views - Functional chemicals are the main growth driver, with continuous increases in R&D investment [1][3] - The company achieved a total revenue of 23.46 billion yuan in H1 2025, representing a year-on-year growth of 20.9%, and a net profit of 2.74 billion yuan, up 33.4% year-on-year [2][3] - The company has established significant production capacities in both C2 and C3 fields, enhancing its competitive edge through integrated supply chains [3][4] Financial Performance - In H1 2025, revenue from functional chemicals, polymer materials, and new energy materials was 12.22 billion, 5.25 billion, and 0.30 billion yuan, respectively, with year-on-year growth rates of 32.1%, -4.4%, and -14.8% [3] - The overall gross margin and net margin for H1 2025 were 20.56% and 11.69%, showing a slight decrease in gross margin but an increase in net margin compared to the previous year [3] - The company plans to invest 10 billion yuan in R&D by 2024, focusing on high-end and critical materials [4] Future Projections - Expected net profits for 2025, 2026, and 2027 are projected to be 6.36 billion, 7.60 billion, and 9.63 billion yuan, respectively, with corresponding P/E ratios of 10, 8, and 7 times based on the closing price of 18.85 yuan on August 13 [5][11] - Revenue forecasts for 2025, 2026, and 2027 are 51.89 billion, 59.19 billion, and 69.59 billion yuan, respectively, indicating a steady growth trajectory [7][12]

瑞丰高材股价报11.50元，较前一交易日下跌1.71%。盘中最高触及11.80元，最低下探11.35元，成交量 为103815手，成交金额达1.19亿元。 瑞丰高材主要从事高分子材料的研发、生产和销售，产品广泛应用于塑料制品等领域。公司属于创业板 上市公司，注册地位于山东省。 公司公告显示，因可转换公司债券利息费用的税会处理差异，需补缴企业所得税及滞纳金合计668万 元，预计将影响2025年度归母净利润。公司2025年一季度实现营业收入4.74亿元，净利润528万元。此 前公司董事会秘书因涉嫌内幕交易被立案调查，但公司澄清该调查仅涉及个人行为。 数据显示，瑞丰高材当日主力资金净流出1089.60万元，近五日主力资金累计净流出1390.26万元。 风险提示：投资有风险，入市需谨慎。 ...

8月11日公司通过互动平台表示，青岛海洋将持续推进高分子材料在多个领域的应用。当日主力资金净 流出676.77万元，近五个交易日累计净流出1261.40万元。 风险提示：股市有风险，投资需谨慎。本文不构成任何投资建议。 截至2025年8月11日收盘，亿利达股价报7.03元，较前一交易日下跌1.40%。当日成交量为17.74万手， 成交金额达1.25亿元。 亿利达主要从事通用设备制造业务，公司控股子公司青岛海洋专注于研发生产防水、防腐、耐磨等高分 子材料。该子公司未来计划重点拓展管道行业、水利水电、基础建设、工程建筑、新能源等市场。 ...