格隆汇2月27日丨同益中(688722.SH)公布2025年度业绩快报，报告期内，公司实现营业总收入9.77亿 元，同比增长50.38%；实现归属于母公司所有者的净利润1.10亿元，同比减少15.82%；实现归属于母公 司所有者的扣除非经常性损益的净利润9608.30万元，同比减少22.30%。 报告期内，受市场波动、行业竞争加剧、市场价格压力传导等因素影响，公司经营业绩略有下滑。2025 年，公司积极应对市场竞争加剧的影响，持续加大研发投入，提升核心竞争力，充分发挥自身在生产工 艺、产能布局和供应链管理等方面的优势，产品销量持续提升，为公司发展积蓄动力。 ...

（文章来源：证券日报） 证券日报网讯 2月27日，同益中发布2025年度业绩快报公告称，公司2025年实现营业总收入97650.73万 元，同比增长50.38%；归属于母公司所有者的净利润10959.88万元，同比减少15.82%。 ...

证券代码：688722 证券简称：同益中 公告编号：临 2026-002 北京同益中新材料科技股份有限公司 2025 年度业绩快报公告 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、准确性和完整性依法承担法律责任。 本公告所载2025年度主要财务数据为初步核算数据，未经会计师事务所审计， 具体数据以北京同益中新材料科技股份有限公司（以下简称"公司"）2025年年 度的定期报告为准，提请投资者注意投资风险。 （一）报告期的经营情况、财务状况及影响经营业绩的主要因素 报告期内，公司实现营业总收入 97,650.73 万元，同比增长 50.38%；实现 归属于母公司所有者的净利润 10,959.88 万元，同比减少 15.82%；实现归属于 母公司所有者的扣除非经常性损益的净利润 9,608.30 万元，同比减少 22.30%。 报告期末，公司总资产为 208,683.72 万元，较报告期初增长 33.30%；归属 于母公司的所有者权益为 143,006.20 万元，较报告期初增长 6.63%。 一、2025 年度主要财务数据和指标 注：1.本报告期初数同法定 ...

Investment Rating - The report maintains an "Optimistic" rating for the chemical industry [3][4]. Core Insights - The macroeconomic outlook for the chemical industry indicates a stable increase in oil demand due to global economic improvement and tariff adjustments, with Brent oil prices expected to remain in the range of $60-75 per barrel [3][4]. - The report highlights a potential recovery in the export chain due to the reduction of tariffs on Chinese products, which is expected to boost the chemical sector's performance [3][4]. - The report suggests that the chemical industry is at a cyclical turning point, with demand expected to rise as downstream operations resume post-holiday [3][4]. Summary by Relevant Sections Macro Economic Analysis - Oil supply is constrained due to OPEC+ production delays and peak shale oil output, while demand is stabilizing with improved global economic conditions [3][4]. - Coal prices are expected to stabilize at a long-term bottom, and natural gas costs may decrease as the U.S. accelerates its export facility construction [3][4]. Industry Dynamics - The report notes significant advancements in robotics showcased during the Spring Festival, indicating a key commercialization year for robotics in 2026, with related materials expected to see increased demand [3][4]. - The chemical sector is advised to focus on investment opportunities in the textile chain, agricultural chemicals, and overseas real estate chains, with specific companies highlighted for potential growth [3][4]. Price Trends - Recent data shows a decrease in oil prices and an increase in coal prices, with the overall industrial PPI showing a slight decline year-on-year but an increase month-on-month [6][9]. - Specific chemical product prices, such as PTA and MEG, have shown mixed trends, with PTA prices slightly increasing while MEG prices have decreased [9][10]. Company Valuations - The report includes a valuation table for key companies in the agricultural chemicals and chemical fertilizer sectors, indicating growth in net profits and maintaining a positive outlook for several firms [15].

Group 1 - No recent announcements or information regarding executive share reductions for Tongyi Zhong (stock code: 688722) have been found as of February 13, 2026 [1] - Executive share reductions may involve factors such as market sentiment and stock price fluctuations, but official disclosures should be relied upon [2]

Group 1 - Taihe New Materials reached the daily limit increase in stock price [1] - Sanfangxiang previously hit the daily limit increase [1] - Tongkun Co., Xin Fengming, Anhui Weiqiao, Tongyi Zhong, Xinxiang Chemical Fiber, and Jilin Carbon Valley also showed significant price increases [1]

Group 1 - The chemical fiber sector increased by 2.81% on February 3, with Youfu Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Key stocks in the chemical fiber sector showed significant price increases, with Youfu Co., Ltd. rising by 6.60% to a closing price of 7.43 [1] Group 2 - The chemical fiber sector experienced a net outflow of 138 million yuan from institutional investors and 200 million yuan from speculative funds, while retail investors saw a net inflow of 339 million yuan [2] - The trading volume and turnover for various stocks in the sector varied, with Huafeng Chemical recording a turnover of 1.034 billion yuan [2] - The stock performance of individual companies showed mixed results, with some stocks like Nanjing Chemical Fiber declining by 1.18% [2] Group 3 - Major stocks like Youfu Co., Ltd. and Xin Fengming saw differing net inflows from institutional and retail investors, indicating varied investor sentiment [3] - Youfu Co., Ltd. had a net inflow of 23.86 million yuan from institutional investors, while retail investors showed a net outflow of 8.94 million yuan [3] - The overall market dynamics reflect a complex interaction between institutional, speculative, and retail investors within the chemical fiber sector [3]

Core Viewpoint - The company, Tongyi, has highlighted the exceptional properties of its TYZ® ultra-high molecular weight polyethylene fiber, which meets the performance requirements for aerospace applications and is utilized in radar domes [2]. Group 1: Product Features - The TYZ® fiber exhibits ultra-high strength, ultra-high modulus, low density, wear resistance, low-temperature resistance, UV resistance, shielding resistance, good flexibility, high impact energy absorption, and resistance to strong acids, strong bases, and chemical corrosion [2]. - The company is also developing composite materials with low dielectric and low loss characteristics based on ultra-high molecular weight polyethylene fiber, which can fulfill the demands of specific fields [2].

Core Viewpoint - The company, Tongyi Zhong, highlighted the exceptional properties of its TYZ® ultra-high molecular weight polyethylene fiber, which meets the performance requirements in aerospace and other fields [1] Group 1: Product Features - The TYZ® fiber exhibits ultra-high strength, ultra-high modulus, low density, wear resistance, low-temperature resistance, UV resistance, shielding capability, good flexibility, high impact energy absorption, and resistance to strong acids, strong bases, and chemical corrosion [1] - The fiber is applicable in various fields, including radar domes, due to its superior performance characteristics [1] Group 2: Research and Development - The company is conducting research on composite materials based on ultra-high molecular weight polyethylene fiber, focusing on developing materials with low dielectric and low loss characteristics [1] - These composite materials are designed to meet specific demands in relevant fields [1]

Core Viewpoint - The company Tongyi Zhong has highlighted the advanced properties of its X612 and X622 series of honeycomb aramid paper, which are suitable for various high-tech applications in aerospace, high-speed trains, and ships [1] Group 1: Product Features - The X612 and X622 series exhibit excellent mechanical properties, thermal stability, chemical resistance, radiation resistance, and good thermal and electrical insulation [1] - The products also possess strong flame retardant capabilities, making them versatile for demanding environments [1]