Group 1 - The chemical products sector increased by 2.72% on September 5, with Boyuan Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] - Notable gainers in the chemical products sector included Boyuan Co., Ltd. with a closing price of 68.71, up 13.35%, and Dinglong Technology with a closing price of 26.35, up 10.02% [1] Group 2 - The chemical products sector saw a net inflow of 1.111 billion yuan from main funds, while retail funds experienced a net outflow of 295 million yuan [2] - The top individual stock in terms of main fund inflow was Duoliangduo, with a net inflow of 394 million yuan, representing 35.79% of its total [3] - Other significant net inflows included Juhua Co., Ltd. with 211 million yuan and Dinglong Technology with 94.96 million yuan [3]

证券代码：603004 证券简称：鼎龙科技 浙江鼎龙科技股份有限公司 2025 年第二次临时股东会 会议资料 现场会议时间：2025 年 9 月 16 日上午 10:00 通过上海证券交易所交易系统投票平台的投票时间为 9 月 16 日交易时间，即 9:15-9:25，9:30-11:30，13:00-15:00；通过互联网投票平台的投票时间为 9 月 16 日的 9:15-15:00。 会议地点：杭州市萧山区钱江世纪城民和路 945 号传化大厦 23A 公司会议室 二〇二五年九月 1 | | | 浙江鼎龙科技股份有限公司 2025 年第二次临时股东会会议议程 会议召集人：公司董事会 会议主持人：董事长 会议议程： | 序号 | 议案名称 | | --- | --- | | 非累积投票议案 | | | 1 | 关于变更注册地址、增加董事会席位、取消监事会并修订《公司章程》 | | | 的议案 | | 2 | 关于修订《股东会议事规则》的议案 | | 3 | 关于修订《董事会议事规则》的议案 | | 5 | 关于修订《会计师事务所选聘制度》的议案 | | 4 | 关于修订《独立董事工作细则》的议案 | 四、公司 ...

Core Viewpoint - Dinglong Technology's stock performance shows a positive trend with a 1.66% increase on September 4, 2023, and significant financing activity indicating strong investor interest [1] Financing and Margin Trading - On September 4, 2023, Dinglong Technology had a financing buy-in amount of 30.12 million yuan and a financing repayment of 24.99 million yuan, resulting in a net financing purchase of 5.12 million yuan [1] - The total margin trading balance for Dinglong Technology reached 132 million yuan, accounting for 9.33% of its market capitalization, which is above the 80th percentile of the past year [1] - There were no short sales or repayments on September 4, 2023, with the short selling balance also at zero, indicating a high level of confidence among investors [1] Company Overview - Zhejiang Dinglong Technology Co., Ltd. was established on May 11, 2007, and listed on December 27, 2023, focusing on the research, production, and sales of fine chemical products [1] - The company's main revenue sources include hair dye raw materials, agricultural protection materials, and specialty engineering materials, with fine chemical products accounting for 99.43% of total revenue [1] Shareholder Information - As of August 20, 2023, Dinglong Technology had 18,300 shareholders, a decrease of 3.12% from the previous period, while the average number of circulating shares per shareholder increased by 3.22% to 3,209 shares [2] - The company reported a revenue of 351 million yuan for the first half of 2025, representing a year-on-year growth of 9.70%, and a net profit attributable to shareholders of 86.34 million yuan, up 20.47% year-on-year [2] Dividend and Institutional Holdings - Dinglong Technology has distributed a total of 102 million yuan in dividends since its A-share listing [3] - As of June 30, 2025, the largest circulating shareholder is Ping An Advanced Manufacturing Theme Stock Fund, holding 1.13 million shares, an increase of 479,400 shares from the previous period [3] - New institutional shareholders include Hong Kong Central Clearing Limited and Southern Technology Innovation Mixed A, while several previous top shareholders have exited the list [3]

Core Insights - Dinglong Technology (603004.SH) reported a total operating revenue of 351 million yuan for the first half of 2025, an increase of 31.02 million yuan compared to the same period last year, representing a year-on-year growth of 9.70% [1] - The net profit attributable to shareholders reached 86.34 million yuan, ranking 56th among disclosed peers, with a year-on-year increase of 14.67 million yuan, reflecting a growth of 20.47% [1] - The net cash inflow from operating activities was 67.65 million yuan, ranking 71st among disclosed peers [1] Financial Ratios - The latest debt-to-asset ratio stands at 9.09%, ranking 16th among disclosed peers, a decrease of 1.09 percentage points compared to the same period last year [3] - The latest gross profit margin is 37.78%, ranking 20th among disclosed peers [3] - The return on equity (ROE) is 4.24%, ranking 52nd among disclosed peers, with an increase of 0.47 percentage points year-on-year [3] - The diluted earnings per share (EPS) is 0.37 yuan, ranking 49th among disclosed peers, with a year-on-year increase of 0.07 yuan, reflecting a growth of 23.33% [3] - The total asset turnover ratio is 0.16 times, an increase of 0.01 times compared to the same period last year, representing a year-on-year growth of 5.44% [3] - The inventory turnover ratio is 0.78 times, an increase of 0.02 times year-on-year, reflecting a growth of 2.50% [3] Shareholder Structure - The number of shareholders is 21,100, with the top ten shareholders holding 180 million shares, accounting for 76.31% of the total share capital [3] - The largest shareholder is Zhejiang Dinglong New Materials Co., Ltd., holding 70.75% [3] - Other notable shareholders include Hangzhou Dingyue Enterprise Management Consulting Partnership (Limited Partnership) at 4.25% and China Merchants Bank Co., Ltd. - Ping An Advanced Manufacturing Theme Equity Investment Fund at 0.48% [3]

Market Performance - The chemical products sector increased by 0.37% on September 1, with *ST Jintai leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Top Gainers in Chemical Sector - *ST Quantai (300225) closed at 5.79, up 12.21% with a trading volume of 366,800 shares and a turnover of 204 million yuan [1] - Kangda New Materials (002669) closed at 15.46, up 10.04% with a trading volume of 305,700 shares [1] - Jianye Co. (603948) closed at 32.09, up 10.01% with a trading volume of 25,800 shares [1] - Dinglong Technology (603004) closed at 24.42, up 10.00% with a trading volume of 78,100 shares [1] - Zanyu Technology (002637) closed at 12.02, up 9.97% with a trading volume of 154,400 shares [1] Top Losers in Chemical Sector - Akole (603722) closed at 51.95, down 7.99% with a trading volume of 75,000 shares and a turnover of 392 million yuan [2] - Jiabiyou (688089) closed at 27.36, down 5.07% with a trading volume of 122,100 shares [2] - Andyshi (66ZOO9) closed at 10.07, down 4.82% with a trading volume of 271,400 shares [2] Capital Flow Analysis - The chemical products sector experienced a net outflow of 361 million yuan from institutional investors, while retail investors saw a net inflow of 243 million yuan [2][3] - Kangda New Materials (002669) had a net inflow of 1.21 billion yuan from institutional investors, but a net outflow of 55.12 million yuan from retail investors [3] - Zanyu Technology (002637) had a net inflow of 61.87 million yuan from institutional investors, with a net outflow of 32.00 million yuan from retail investors [3]

证券代码：603004 证券简称：鼎龙科技 公告编号：2025-044 浙江鼎龙科技股份有限公司 关于使用部分闲置募集资金进行现金管理 到期赎回的公告 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。 浙江鼎龙科技股份有限公司（以下简称公司）于 2025 年 1 月 24 日召开第二 届董事会第五次会议和第二届监事会第五次会议，于 2025 年 2 月 18 日召开 2025 年第一次临时股东会，审议通过《关于使用部分闲置募集资金进行现金管理的议 案》，同意公司为提高募集资金使用效益，在确保募集资金使用计划正常进行和 募集资金安全的前提下，使用最高余额不超过人民币 3.5 亿元（任一时点总额度， 含收益进行再投资的相关金额，含本数）的暂时闲置募集资金进行现金管理，用 于投资于安全性高、流动性好、风险低的现金管理产品，投资额度自股东会审议 通过之日起 12 个月内有效，公司可在上述额度及期限内滚动使用投资额度。具 体内容详见公司于 2025 年 1 月 28 日在上海证券交易所网站（www.sse.com.cn） 披露的《关于使用 ...

Core Viewpoint - Dinglong Technology (603004) reported a strong performance in its 2025 mid-year financial results, with significant increases in revenue and net profit compared to the previous year [1]. Financial Performance - The total operating revenue for the first half of 2025 reached 351 million yuan, a year-on-year increase of 9.7% [1]. - The net profit attributable to shareholders was 86.34 million yuan, reflecting a year-on-year growth of 20.47% [1]. - In Q2 2025, the operating revenue was 199 million yuan, up 15.04% year-on-year, while the net profit for the quarter was 50.37 million yuan, soaring 71.72% year-on-year [1]. Key Financial Metrics - Gross margin stood at 37.78%, a decrease of 2.56% year-on-year, while the net margin improved to 25.24%, an increase of 11.2% [1]. - Total selling, administrative, and financial expenses amounted to 13.43 million yuan, accounting for 3.83% of revenue, down 39.9% year-on-year [1]. - Earnings per share (EPS) increased to 0.37 yuan, a rise of 23.33% compared to the previous year [1]. - The company's net asset per share was 8.64 yuan, up 7.03% year-on-year [1]. Receivables and Debt - The accounts receivable reached 147 million yuan, representing a 16.65% increase year-on-year, with accounts receivable accounting for 89.87% of the net profit [1][3]. - Interest-bearing liabilities surged to 6.30 million yuan, a dramatic increase of 1353.76% year-on-year [1]. Return on Investment - The company's return on invested capital (ROIC) for the previous year was 7.54%, indicating average capital returns [1]. - Historical data shows a median ROIC of 13.34% since the company went public, suggesting a generally favorable investment return profile [1].

Group 1 - The company, Dinglong Technology (603004.SH), reported a total operating revenue of 351 million yuan for the first half of 2025, representing a year-on-year increase of 9.7% [1] - The net profit attributable to shareholders of the parent company reached 86.34 million yuan, marking a year-on-year growth of 20.47% [1] - The basic earnings per share (EPS) stood at 0.37 yuan [1]

Meeting Information - The shareholders' meeting is scheduled for September 16, 2025, at 10:00 AM [1] - The meeting will be held at the conference room 23A, Chuanhua Building, 945 Minhe Road, Qianjiang Century City, Xiaoshan District, Hangzhou [1] - Voting will be conducted through a combination of on-site and online methods using the Shanghai Stock Exchange's online voting system [1] Voting Procedures - The online voting period is from September 16, 2025, with specific voting times during trading hours [1] - Shareholders must complete voting on all proposals before submission [2] - There are no related shareholders required to abstain from voting [2] Agenda Items - The meeting will review and vote on the proposal to amend the company's articles of association [2] - The proposal has already been approved by the company's board and supervisory board [2] Attendance Requirements - Shareholders registered by the close of trading on the equity registration date are eligible to attend [4] - Proxy representatives can attend the meeting with proper documentation [4] Contact Information - The company can be contacted at the address: 945 Minhe Road, Qianjiang Century City, Xiaoshan District, Hangzhou, with a postal code of 311215 [4] - Contact details include phone number 0571-86970361 and email investor@dragon-chem.com [4]

Group 1 - The company held its second board meeting on August 18, 2025, with all 7 directors present, and the meeting complied with legal and regulatory requirements [1] - The board approved the 2025 semi-annual report and the special report on the use of raised funds, with unanimous support [2] - The board agreed to increase the foreign exchange derivative trading limit by up to 200 million RMB, which can be reused within the authorized period [2] Group 2 - The company plans to change its registered address and increase the board size from 7 to 8 members by adding a staff representative director, while abolishing the supervisory board [3] - Various governance documents and rules were revised and approved unanimously, including the rules for shareholder meetings and board meetings [4][5] - The board proposed to hold the second extraordinary general meeting of shareholders in September 2025 [6]