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 ...

上期（总第210期）A股绿色周报显示，共有8家上市公司在近期暴露了环境风险。 每经AI快讯，"A股绿色报告"项目监控到的数据显示，浙江龙盛（SH600352）参股公司浙江摩路新材料有限公司新建年产3万吨高性 能润滑材料项目环评审批获原则同意。该项目总投资额达2.33亿元。该审批信息于2025年7月31日被相关监管机构披露。 "A股绿色报告"项目由每日经济新闻联合环保领域知名NGO公众环境研究中心（IPE）共同推出，旨在让上市公司环境信息更加阳光 透明。本项目基于31个省（区、市）、337个地级市政府发布的权威环境监管数据，筛选监控上市公司及其旗下公司（包括分公司、 参股公司和控股公司）的环境表现，加以专业数据分析及深入解读，每日智能写作及时发布上市公司AI绿报，每周推出A股绿色周 报，定期动态更新上市公司环境风险榜。 | 市值(亿元) | 时间 | 2023Y | 2024Y | 2025Q1 | | --- | --- | --- | --- | --- | | 337.37 | | | | | | | 营业收入 | 153.03 | 158.84 | 32.35 | | 机构持股(占流通盘) | (亿元) ...

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]

Summary of Key Points Core Viewpoint - Zhejiang Longsheng experienced a net sell-off in margin trading, indicating a potential bearish sentiment among investors [1] Trading Data - On July 29, Zhejiang Longsheng had a financing buy-in amount of 0.13 billion, ranking 1177th in the two markets [1] - The financing repayment amount on the same day was 0.17 billion, resulting in a net sell-off of 4.4663 million [1] - Over the last three trading days (July 25-29), the financing buy-in amounts were 0.16 billion, 0.18 billion, and 0.13 billion respectively [1] Short Selling Activity - On July 29, the company had a short selling volume of 25,100 shares, with a net sell-off of 13,200 shares [1]

Investment Rating - The report maintains an "Accumulate" rating for the basic chemical industry [5] Core Views - The chemical industry is expected to undergo a new round of supply-side reforms, driven by the government's initiatives to eliminate outdated production capacity and improve industry structure [1][21] - The "anti-involution" policy is anticipated to support the exit of old capacities, benefiting leading companies in sub-industries such as refining, fertilizers, pigments, organic silicon, soda ash, and chlor-alkali/PVC [1][21] Summary by Sections Refining - Strict control of refining capacity and low operating rates of local refineries in Shandong are expected to improve the profitability of major refineries [2][24] - As of 2024, China's refining capacity is projected to be 934 million tons, with a target to keep crude oil processing capacity below 1 billion tons by 2025 [24][25] Urea - Future supply is expected to decrease, with only 493,000 tons of new urea capacity projected by 2025, representing 6.5% of the current total capacity [2][26] - The industry is likely to benefit from supply reductions and potential export opportunities, particularly for leading companies capable of upgrading their facilities [26] Soda Ash and PVC - Increased demand from infrastructure projects is expected to drive recovery in the soda ash and PVC markets [3][27] - New soda ash capacity planned for 2025-2026 is estimated at 868,000 tons, accounting for 20% of the total capacity in 2024 [28] - The PVC industry is also expected to see limited new capacity, with a projected increase of 500,000 tons by 2025-2026, representing 17% of the total capacity in 2024 [29] Investment Recommendations - The report suggests focusing on leading companies in various sub-industries, including: - Refining: China Petroleum, Sinopec, Hengli Petrochemical, Rongsheng Petrochemical, Dongfang Shenghong [4] - Fertilizers: Hualu Hengsheng, Chuanheng Co., Hubei Yihua, Salt Lake Potash, Yara International, Sinochem Fertilizer [4] - Pigments: Qicai Chemical, Baihehua, Xinkai Technology, Zhejiang Longsheng, Runtu Co. [4] - Chlor-alkali/PVC: Yangmei Chemical, Chlor-alkali Chemical, Xinjiang Tianye [4] - Organic Silicon/Industrial Silicon: Hoshine Silicon, Xin'an Chemical, Silbond Technology [4] - Soda Ash: Sanyou Chemical, Boyuan Chemical, Shandong Haihua [4]

Group 1 - The CSI Hong Kong-Shanghai-Shenzhen Interconnection Small Comprehensive Materials Index reported a value of 4406.56 points, showing a monthly increase of 7.39%, a three-month increase of 14.25%, and a year-to-date increase of 15.75% [1] - The index is categorized into 11 industries based on the classification standards of the CSI Hong Kong-Shanghai-Shenzhen Index Series, which includes the CSI 500, CSI Hong Kong-Shanghai-Shenzhen Interconnection Small Comprehensive Index, and the CSI Hong Kong-Shanghai-Shenzhen Comprehensive Index [1] - The top ten weighted stocks in the index include Chifeng Jilong Gold Mining (1.53%), Zhaojin Mining Industry (1.28%), China Rare Earth (1.16%), and others, indicating a diverse representation of companies in the materials sector [1] Group 2 - The market share of the index's holdings shows that Shenzhen Stock Exchange accounts for 49.61%, Shanghai Stock Exchange for 38.62%, and Hong Kong Stock Exchange for 11.76% [2] - In terms of industry composition, non-ferrous metals represent 40.64%, chemicals 37.39%, non-metallic materials 9.51%, steel 8.03%, and paper and packaging 4.43% [2] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December, ensuring that the weight factors are updated accordingly [2]

Core Viewpoint - Zhejiang Longsheng Group Co., Ltd. has announced a cash dividend distribution plan, with a total cash dividend of RMB 813,332,965.00, amounting to RMB 0.25 per share for its shareholders [1][2]. Summary by Sections Dividend Distribution Plan - The profit distribution plan was approved at the annual shareholders' meeting on May 30, 2025, for the fiscal year 2024 [1]. - The total share capital before the distribution is 3,253,331,860 shares, leading to a total cash dividend of RMB 813,332,965.00 [1]. Relevant Dates - The record date for shareholding is July 15, 2025, with the last trading day and ex-dividend date both on July 16, 2025 [1]. Implementation Method - The cash dividends will be distributed through the China Securities Depository and Clearing Corporation Limited Shanghai Branch to shareholders registered by the record date [1]. - Shareholders who have designated trading can receive their cash dividends on the distribution date, while those without designated trading will have their dividends held by the clearing company until they complete the necessary procedures [1]. Taxation Information - For individual shareholders holding shares for over one year, the cash dividend of RMB 0.25 per share is exempt from personal income tax [2]. - For shares held for one year or less, the company will not withhold personal income tax at the time of distribution, but the tax will be calculated and deducted upon the transfer of shares [2]. - For qualified foreign institutional investors (QFII), a 10% corporate income tax will be withheld, resulting in a net cash dividend of RMB 0.225 per share [3][4].