浙江龙盛集团股份有限公司 2025 年半年度报告 公司代码：600352 公司简称：浙江龙盛 浙江龙盛集团股份有限公司 2025 年半年度报告 1 / 153 浙江龙盛集团股份有限公司 2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人阮伟祥、主管会计工作负责人卢邦义及会计机构负责人（会计主管人员）卢邦 义声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 本次利润分配以实施权益分派股权登记日登记的总股本为基数，每 10 股派发现金 2.00 元（含 税），以此计算合计拟派发现金红利 650,666,372.00 元（含税），占公司 2025 年度上半年度归 属上市公司股东净利润的 70.12%。 六、 前瞻性陈述的风险声明 □适用 √不适用 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在 ...

证券代码：600352 证券简称：浙江龙盛 公告编号：2025-030 号 浙江龙盛集团股份有限公司 2025 年度中期利润分配预案公告 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、准确性和完整性承担法律责任。 重要内容提示： ●每股分配金额，每股转增比例 每股派发现金红利 0.20 元（含税） ●本次利润分配以实施权益分派股权登记日登记的总股本为基数, 具体日 期将在权益分派实施公告中明确。 ●本次利润分配未触及《上海证券交易所股票上市规则》（以下简称《股 票上市规则》）第 9.8.1 条第一款第（八）项规定的可能被实施其他风险警示 的情形。 一、公司 2025 年度中期利润分配方案内容 2025 年上半年实现归属于上市公司股东的净利润 927,887,428.87 元，其 中母公司净利润 638,538,512.88 元。截至 2025 年 6 月 30 日，母公司可供股东 分配的利润为 669,206,992.74 元。以上数据未经审计。 经董事会决议，公司以实施权益分派股权登记日登记的总股本为基数分 配利润，具体方案如下： 上市公司拟向全体股东 ...

Core Viewpoint - Zhejiang Longsheng announced a revenue of 6.505 billion yuan for the first half of 2025, representing a year-on-year decrease of 6.47% while net profit reached 928 million yuan, showing a year-on-year increase of 2.84% [1] Financial Performance - Revenue for the first half of 2025 was 6.505 billion yuan, down 6.47% compared to the previous year [1] - Net profit for the same period was 928 million yuan, an increase of 2.84% year-on-year [1] Dividend Distribution - The company plans to distribute a cash dividend of 2 yuan (including tax) for every 10 shares, amounting to a total cash dividend of 651 million yuan (including tax) [1] - This cash dividend represents 70.12% of the net profit attributable to shareholders for the first half of 2025 [1]

证券日报网讯 8月19日晚间，浙江龙盛发布公告称，公司2021年员工持股计划的存续期将于2026年2月 19日届满。 （文章来源：证券日报） ...

证券日报网讯8月19日晚间，浙江龙盛（600352）发布公告称，公司及控股子公司不存在逾期担保的情 形。 ...

证券代码：600352 证券简称：浙江龙盛 公告编号：2025-027 号 浙江龙盛集团股份有限公司 关于 2021 年员工持股计划存续期即将届满的 提示性公告 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、准确性和完整性承担法律责任。 浙江龙盛集团股份有限公司（以下简称"公司"）2021 年员工持股计划（以 下简称"本员工持股计划"）的存续期将于 2026 年 2 月 19 日届满，根据中国证 监会《关于上市公司实施员工持股计划试点的指导意见》及《上海证券交易所上 市公司自律监管指引第 1 号——规范运作》的要求，上市公司应当在员工持股计 划届满前 6 个月公告到期计划持有的股票数量以及占公司股本总额的比例，现将 本员工持股计划相关情况公告如下： 一、 本员工持股计划持有公司股份情况 公司于 2021 年 2 月 3 日、2021 年 2 月 19 日召开了公司第八届董事会第十 三次会议及 2021 年第一次临时股东大会，审议通过了《关于 2021 年员工持股计 划（草案）的议案》等相关议案，同意公司实施 2021 年员工持股计划。公司于 2023 年 ...

证券代码：600352 证券简称：浙江龙盛 公告编号：2025-028 浙江龙盛集团股份有限公司 关于为控股子公司提供担保的公告 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、准确性和完整性承担法律责任。 重要内容提示： 担保对象及基本情况 | | | 被担保人名称 | | 浙江龙盛染料化工有限公司（以下 | | --- | --- | --- | --- | --- | | | | | 简称"浙江染化"） | | | 担保 | 对象 | 本次担保金额 | 64,000 | 万元 | | 一 | | 实际为其提供的担保余额 | 283,553.79 万元 | | | | | 是否在前期预计额度内 | ☑是 | □否 | | | | 本次担保是否有反担保 | □是 | ☑否 | | 担保 | 对象 | 被担保人名称 | | 浙江鸿盛化工有限公司（以下简称 | | | | | "浙江鸿盛"） | | | | | 本次担保金额 | 135,000 | 万元 | | 二 | | 实际为其提供的担保余额 | 187,197.60 万元 | | | | | 是否在前 ...

Group 1 - Zhejiang Longsheng (SH600352) has received principle approval for an environmental impact assessment for a new project to produce 30,000 tons of high-performance lubricating materials annually, with a total investment of 233 million yuan [1] - The "A-share Green Report" project aims to enhance transparency in environmental information of listed companies, utilizing authoritative environmental regulatory data from 31 provinces and 337 cities [1] - The latest A-share Green Weekly Report indicated that eight listed companies have recently exposed environmental risks [2] Group 2 - Zhejiang Longsheng's main business segments include specialty chemicals (74.76% of revenue), real estate (15.63%), basic chemicals (5.58%), other industries (1.74%), and service business (0.9%) [3] - The company's market capitalization is 33.737 billion yuan, with projected revenues of 15.303 billion yuan for 2023, increasing to 15.884 billion yuan in 2024, and 3.235 billion yuan in Q1 2025 [4] - The net profit attributable to the parent company is expected to rise from 1.534 billion yuan in 2023 to 2.030 billion yuan in 2024, with a Q1 2025 estimate of 396 million yuan [4]

Investment Rating - The report provides a standard investment rating for the chemical industry, indicating a positive outlook for specific sectors within the industry [5]. Core Insights - The report highlights the impact of the explosion at Kanto Denka's facility in Japan, which is expected to create opportunities for domestic electronic gas suppliers as Kanto Denka holds a 90% market share in nitrogen trifluoride production in Japan [6][13]. - The first World Humanoid Robot Games held in Beijing is seen as a catalyst for the robotics industry's development, showcasing technological innovation and attracting talent [6][14]. - The report emphasizes the structural optimization of supply in the chemical sector, suggesting a focus on sectors with significant elasticity and competitive advantages, such as organic silicon and membrane materials [6][15]. Industry Performance - The report notes that during the week of August 11 to August 15, 2025, the CSI 300 index rose by 2.37%, while the Shenwan Basic Chemical Index increased by 2.46%, outperforming the market slightly [6][18]. - The top-performing sub-sectors included modified plastics (up 12.29%) and fluorochemicals (up 5.81%), while the worst performers were civil explosives (down 3.02%) and compound fertilizers (down 1.81%) [6][19]. Price Trends - Key products that saw price increases included hydrochloric acid (up 15.38%) and propylene (up 4.00%), while notable declines were observed in butanone (down 7.16%) and liquid ammonia (down 5.89%) [6][26]. - The report tracks price differentials, with significant increases in the propylene-propane differential (up 33.47%) and decreases in the bisphenol A-phenol differential (down 26.57%) [6][28]. Investment Recommendations - The report suggests focusing on sectors that may benefit from supply-side reforms, particularly organic silicon, membrane materials, and dye sectors, with recommended companies including Hoshine Silicon Industry and Zhejiang Longsheng [6][15]. - It also highlights the growing demand for health additives and sugar substitutes driven by new consumer trends, recommending companies that emphasize technological and product differentiation [6][16][17].

Core Viewpoint - The Shanghai 380 Raw Materials Index has shown significant growth, with a 7.58% increase over the past month, a 13.21% increase over the past three months, and a 15.72% increase year-to-date [1] Group 1: Index Performance - The Shanghai 380 Raw Materials Index opened low but closed higher, reporting a rise of 0.85% to 4336.38 points with a trading volume of 18.913 billion [1] - The index is designed to reflect the overall performance of the raw materials sector in the secondary market, categorized into primary industries such as energy and materials [1] Group 2: Index Composition - The top ten weighted stocks in the Shanghai 380 Raw Materials Index include: - Chifeng Jilong Gold Mining (6.04%) - Yuntianhua Co., Ltd. (4.91%) - Shenghe Resources Holding Co., Ltd. (4.57%) - Western Mining Co., Ltd. (4.51%) - Zhejiang Longsheng Group Co., Ltd. (4.37%) - Nanshan Aluminum Co., Ltd. (4.35%) - Western Superconducting Technologies Co., Ltd. (3.89%) - Dongyangguang (3.44%) - Xiamen Tungsten Co., Ltd. (3.44%) - Saint-Gobain (3.42%) [1] - The index's holdings are entirely composed of raw materials, with 100% representation from the Shanghai Stock Exchange [1]