浙江凯恩特种材料股份有限公司发布2025年度利润分配预案，拟大幅提升现金分红

要点速览

• 2025年度拟每10股派发现金红利0.21元（含税），总派现金额9,820,134.87元。
• 不送红股，不以公积金转增股本。
• 2025年度归属于上市公司股东的净利润达31,698,253.95元，同比增长显著。
• 分红总额占归母净利润的30.98%，且最近三年累计现金分红已达平均净利润30%以上，持续稳定回报股东。
• 该方案尚需2025年度股东大会审议通过。

详细解读

浙江凯恩特种材料股份有限公司（证券代码：002012）于2026年3月24日召开第十届董事会第七次会议，审议并通过了2025年度利润分配预案。根据预案，公司计划以2025年12月31日的总股本467,625,470股为基数，向全体股东每10股派发现金红利0.21元（含税），共计派发9,820,134.87元现金红利。本次分红方案不涉及送红股，也不以资本公积转增股本。

本年度利润分配方案是基于天健会计师事务所（特殊普通合伙）审计结果，公司2025年度实现归属于上市公司股东的净利润31,698,253.95元，母公司净利润为25,553,732.22元。根据相关规定，母公司需按10%比例提取法定盈余公积金。截至2025年末，母公司累计可供分配利润为482,173,836.44元。

值得关注的是，公司2025年度分红总额占归母净利润的30.98%，近三年累计现金分红为26,187,026.32元，超过同期三年平均净利润的30%，大幅体现了对投资者的回报。2025年度累计未分配利润高达482,173,836.44元（母公司口径），公司具备强劲的分红能力与持续经营基础。

公司明确表示，若在利润分配方案公告至实施期间公司股本发生变动，将依据现金分配总额不变的原则对每股分配比例进行调整，确保股东利益不受影响。

投资者须知与潜在影响

• 本次分红方案为近三年来最高水平，彰显公司经营状况改善及对投资者持续回馈的态度。
• 公司三年分红总额连续高于净利润30%，远超监管及章程最低要求，稳定的分红政策有望提升市场信心。
• 利润分配方案尚需2025年度股东大会审议通过，投资者需关注后续进展。
• 公司本次未触及任何风险警示情形，持续保持合规经营。
• 高比例分红、利润持续增长等消息具有较强的股价催化剂属性，或将对公司二级市场行情产生积极影响。

结论

浙江凯恩特种材料股份有限公司2025年度利润分配预案无论从分红金额、比例还是持续回馈能力上，均表现突出。持续高比例分红有望进一步增强投资者信心，并对公司股价产生正面推动。建议投资者密切关注后续股东大会表决结果及相关实施进度。

免责声明： 本报道仅为公开资料整理，内容不构成任何投资建议或买卖证券的依据。股市有风险，投资需谨慎。

Zhejiang KAN Special Materials Co., Ltd. Announces 2025 Dividend Proposal with Significant Increase in Cash Payout

Key Highlights

• Proposes a cash dividend of RMB 0.21 (tax inclusive) per 10 shares, totaling RMB 9,820,134.87 for 2025.
• No bonus shares or capital reserve to equity transfer involved.
• 2025 net profit attributable to shareholders reached RMB 31,698,253.95, showing significant growth.
• Dividend payout amounts to 30.98% of net profit; three-year cumulative cash dividends exceed 30% of average net profit, demonstrating steady returns to shareholders.
• This proposal is subject to approval at the 2025 annual shareholders’ meeting.

In-Depth Analysis

On March 24, 2026, Zhejiang KAN Special Materials Co., Ltd. (Stock Code: 002012) held its 10th Board of Directors’ 7th meeting and approved the 2025 profit distribution plan. The company intends to distribute a cash dividend of RMB 0.21 (tax inclusive) per 10 shares, based on the total share capital of 467,625,470 shares as of December 31, 2025. The total proposed cash dividend is RMB 9,820,134.87. There will be no bonus shares or conversion of capital reserve into equity.

This dividend proposal is based on audited results by Pan-China Certified Public Accountants. The 2025 net profit attributable to listed company shareholders was RMB 31,698,253.95, with the parent company registering a net profit of RMB 25,553,732.22. In accordance with regulations, 10% of the parent company’s net profit will be set aside as statutory surplus reserve. By the end of 2025, the parent company’s cumulative distributable profit stood at RMB 482,173,836.44.

Notably, the total dividend for 2025 accounts for 30.98% of net profit attributable to shareholders. Over the past three years, the cumulative cash dividend reached RMB 26,187,026.32, more than 30% of the average net profit for the same period—demonstrating the company’s strong commitment to investor returns. The company’s cumulative undistributed profit remains robust, ensuring a solid foundation for future distributions.

If the company’s share capital changes between the announcement and implementation of the dividend plan, the per-share distribution ratio will be adjusted to keep the total cash payout unchanged, safeguarding shareholders’ interests.

Investor Takeaways & Potential Price Impact

• This is the highest dividend payout in the past three years, signaling improved operations and a strong commitment to shareholder returns.
• The company’s consistent payout exceeding the regulatory minimum enhances market confidence and could act as a share price catalyst.
• The proposal is pending shareholder approval at the 2025 AGM; investors should monitor further developments.
• No risk warning triggers were noted, highlighting ongoing compliance and financial health.
• High dividend payouts and profit growth are likely to positively affect the company’s share price.

Conclusion

Zhejiang KAN Special Materials Co., Ltd.’s 2025 profit distribution proposal stands out for its high payout ratio and consistent shareholder rewards. This could boost investor confidence and act as a positive catalyst for share price performance. Investors are advised to follow the outcome of the upcoming shareholders’ meeting and subsequent implementation.

Disclaimer: This report is based on publicly available documents and does not constitute investment advice. Please exercise caution and consult professional advisers before making any investment decisions.

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