According to the announcement from Kangxin New Materials (600076.SH), the company expects to achieve an operating income of 186 million yuan in the first half of 2025, a year-on-year decrease of approximately 38.19%. The net loss attributable to shareholders of the listed company is expected to be 131 million yuan, which is an increase in loss compared to the same period last year, which was -87.2807 million yuan.

In the first half of the year, affected by multiple factors such as the continuous escalation of U.S. tariff barriers, an increase in trade restrictive measures, and regional conflicts, the growth rate of global trade volume has significantly slowed down. According to statistics from the China Container Industry Association, the container industry prosperity index has overall declined by about 20% compared to the same period last year, new container inventory levels remain at historically high levels, market growth momentum continues to weaken, and container product prices are at historically low levels.

Against this macro and meso backdrop, influenced by the slowdown in demand for containers, the average sales price of container floors has decreased by about 25% compared to the same period last year, and the contracted sales volume of container floors has decreased by about 2.3% compared to the same period last year. The overall gross profit of the main products has declined, and coupled with the relatively rigid fixed costs such as financial expenses and management expenses, the selling price of container floors continues to operate at low levels. The company has made provisions for inventory impairment at the end of the reporting period and has systematically amortized fixed asset depreciation and labor costs, resulting in no significant improvement in operating performance during the period