中欣氟材 在 氟化工 领域交出了一份亮眼的成绩单。 8月18日晚间，中欣氟材（002915.SZ）公告，2025年上半年实现营收7.74亿元，同比增长19.81%；归母 净利润541.2万元，同比扭亏为盈，增长123.40%。 报告期内，中欣氟材深入推进含氟 新材料 业务的战略布局。2025年上半年，公司的新材料和 电子化学 品 营收为8978万元，营收占比达11.6%，与上年同期相比增长28.85%。 中欣氟材表示，2025年下半年，公司将充分发挥自身氟化工产业链一体化的优势，进一步延伸打造"萤 石—氟精细化学品—新材料"一体化产业链条。 业绩回暖扭亏为盈 中欣氟材的主营业务聚焦于氟精细化学品的研发、生产与销售，构建了涵盖"萤石矿—氟化氢—精细化 学品"的完整全产业链，产品广泛应用于医药、农药、新材料与电子化学品三大关键领域。 近年来，中欣氟材持续发力氟化工产业链一体化。 7月7日晚间，中欣氟材发布定增预案，拟以简易程序向特定对象发行股票募集资金，募资总额不超过 2.26亿元，用于年产2000吨BPEF、500吨BPF、1000吨9-芴酮产品建设项目及补充流动资金。 本次募投项目紧密围绕公司主业展开，主要用 ...

Core Viewpoint - The company plans to issue shares to specific investors through a simplified procedure, aiming to raise up to 226 million yuan for investment projects and working capital [1][2]. Group 1: Share Issuance Details - The share issuance will target no more than 35 specific investors, including legal entities and qualified foreign institutional investors [1]. - The issuance price will be no less than 80% of the average trading price over the 20 trading days prior to the pricing date [1]. - The total number of shares issued will not exceed 30% of the company's total share capital before the issuance [1]. Group 2: Fundraising and Investment Plans - The total amount to be raised is capped at 226 million yuan, which will be allocated to the construction of production projects and to supplement working capital [2]. - The investment projects include the construction of facilities for producing 2,000 tons of BPEF, 500 tons of BPF, and 1,000 tons of 9-fluorenone, with a total investment of approximately 19.42 million yuan [3]. Group 3: Company Ownership and Control - As of the announcement date, the company has a total of 325,468,375 shares, with the actual controller holding a combined 31.10% of the shares [2]. - The issuance is not expected to change the company's control, as the actual controller will still maintain a significant ownership stake post-issuance [2].

Core Viewpoint - The company plans to issue shares to specific investors, which may dilute immediate returns but aims to enhance long-term profitability and business expansion through increased capital [1][2][3] Financial Impact Analysis - After the issuance, the company's net asset scale will increase, but short-term net asset return may be affected, leading to potential dilution of immediate returns [1][3] - The estimated number of shares to be issued is 16,005,666, with the total amount of raised funds being an estimate and subject to regulatory approval [2] - Key financial metrics post-issuance include: - Total shares before issuance: 32,546.84 million shares; after issuance: 34,147.40 million shares - Net profit attributable to shareholders before issuance: 1,058.00 million yuan; after issuance: 846.40 million yuan - Basic earnings per share before issuance: 0.0383 yuan; after issuance: 0.0306 yuan - Weighted average return on net assets before issuance: 0.9549%; after issuance: 0.7574% [3][4] Necessity and Rationality of Financing - The financing is deemed necessary and rational as it supports projects that enhance the company's core competitiveness and sustainable development [5] - The company has established a full industrial chain in fluorine fine chemicals, with the new project aimed at expanding production capacity for specific products [6] Project Relationship and Resource Readiness - The fundraising projects are closely related to the company's existing business, leveraging its established market position and technological capabilities [6] - The company has a strong management team with extensive experience in the fine chemical industry, ensuring effective execution of the fundraising projects [7] Measures to Mitigate Dilution of Immediate Returns - The company will enhance governance structures to ensure sustainable development and protect shareholder rights [8] - Strict management of raised funds will be implemented to ensure proper usage and mitigate risks [8] - Continuous improvement in operational efficiency and profitability will be prioritized to counteract potential dilution effects [9] Commitments from Major Stakeholders - The controlling shareholders and management have committed to ensuring the effectiveness of measures to mitigate the dilution of immediate returns [10][11]