登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603332 证券简称：苏州龙杰 公告编号：2025-043 苏州龙杰特种纤维股份有限公司 关于召开2025年半年度业绩说明会的公告 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： 会议召开时间：2025年9月19日(星期五) 下午 15:00-16:00 会议召开地点：中证路演中心（https://www.cs.com.cn/roadshow/） 会议召开方式：网络互动 （一）投资者可在2025年9月19日下午15:00-16:00，通过互联网登录中证路演中心 （https://www.cs.com.cn/roadshow/），在线参与本次业绩说明会，公司将及时回答投资者的提问。 投资者可于2025年9月12日(星期五) 至9月16日(星期二)16:00前通过公司邮箱 （longjie@suzhoulongjie.com）进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 苏州龙杰特种纤维股份有限公司（以下简称"公司"）于2025年8月26日 ...

证券代码：603332 证券简称：苏州龙杰 公告编号：2025-043 苏州龙杰特种纤维股份有限公司 关于召开 2025 年半年度业绩说明会的公告 三、 参加人员 会议召开地点：中证路演中心（https://www.cs.com.cn/roadshow/） 会议召开方式：网络互动 （一） 会议召开时间：2025 年 9 月 19 日下午 15:00-16:00 （二） 会议召开地点：中证路演中心（https://www.cs.com.cn/roadshow/） （三） 会议召开方式：网络互动 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： 会议召开时间：2025 年 9 月 19 日(星期五) 下午 15:00-16:00 投资者可于 2025 年 9 月 12 日(星期五) 至 9 月 16 日(星期二)16:00 前通过公司 邮箱（longjie@suzhoulongjie.com）进行提问。公司将在说明会上对投资者普遍 关注的问题进行回答。 苏州龙杰特种纤维股份有限公司（以下简称"公司"）于 2025 年 ...

Market Overview - The chemical fiber sector experienced a decline of 0.69% on September 3, with Suzhou Longjie leading the drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Stock Performance - Notable gainers in the chemical fiber sector included: - Baogudi (300905) with a closing price of 34.23, up 8.22% and a trading volume of 201,300 shares, totaling 684 million yuan [1] - Huilong New Materials (301057) closed at 26.50, up 6.34% with a trading volume of 52,900 shares, totaling 137 million yuan [1] - Shenma Co., Ltd. (600810) closed at 10.79, up 5.89% with a trading volume of 654,400 shares, totaling 697 million yuan [1] Fund Flow Analysis - The chemical fiber sector saw a net outflow of 47.02 million yuan from institutional investors, while retail investors contributed a net inflow of 40.84 million yuan [2] - The sector's overall fund flow indicates a mixed sentiment, with institutional selling and retail buying [2] Individual Stock Fund Flow - Shenma Co., Ltd. (600810) had a net inflow of 29.30 million yuan from institutional investors, while it faced a net outflow of 31.80 million yuan from speculative funds [3] - Huilong New Materials (301057) recorded a net inflow of 15.87 million yuan from institutional investors, with a net inflow of 9.33 million yuan from speculative funds [3] - Baogudi (300905) saw a net inflow of 25.73 million yuan from institutional investors, while retail investors experienced a net outflow of 29.58 million yuan [3]

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个别及连带责任。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603332 证券简称：苏州龙杰 公告编号：2025-042 苏州龙杰特种纤维股份有限公司 关于使用部分闲置自有资金进行现金管理的进展公告 重要内容提示 ： ● 委托理财受托方：江苏张家港农村商业银行股份有限公司；江苏张家港农村商业银行股份有限公司； 招商银行股份有限公司；招商银行股份有限公司 ● 本次委托理财金额： 6,000万元；5,000万元；1,000万元；1,000万元 ● 委托理财产品名称：公司结构性存款2025110期（编号：JGCK2025110）；公司结构性存款2025164期 （编号：JGCK2025164）；招商银行智汇系列看涨两层区间33天结构性存款（产品代码： FSU01166）；招商银行智汇系列看跌两层区间31天结构性存款（产品代码：FSU01239） ● 委托理财期限： 182天；180天；33天；31天 ● 履行的审议程序：苏州龙杰特种纤维股份有限公司（以下简称"公司"、"苏州龙杰" ...

证券代码：603332 证券简称：苏州龙杰 公告编号：2025-042 苏州龙杰特种纤维股份有限公司 关于使用部分闲置自有资金进行现金管理的进展公告 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个别及连带责任。 重要内容提示 ： 具体内容详见 2025 年 4 月 22 日刊登在《中国证券报》、《上海证券报》及上海证券 交易所网站（www.sse.com.cn）上的《关于使用部分闲置自有资金进行现金管理的公 告》（公告编号：2025-012）。 一、本次委托理财概况 （一）委托理财目的：通过对闲置的自有资金进行适度、适时的现金管理，能减少资金闲 委托理财受托方：江苏张家港农村商业银行股份有限公司；江苏张家港农村商业银行 股份有限公司；招商银行股份有限公司；招商银行股份有限公司 本次委托理财金额： 6,000 万元；5,000 万元；1,000 万元；1,000 万元 委托理财产品名称：公司结构性存款 2025110 期（编号：JGCK2025110）；公司结构性 存款 2025164 期（编号：JGCK2025164）；招商银行智汇系 ...

Core Viewpoint - Suzhou Longjie (603332) has shown mixed financial performance in the first half of 2025, with a decline in revenue but an increase in net profit, indicating potential resilience despite challenges in the chemical fiber sector [3][5][6]. Group 1: Stock Performance - As of August 29, 2025, Suzhou Longjie closed at 16.1 yuan, a slight increase of 0.12% from the previous week [1]. - The stock reached a high of 17.39 yuan and a low of 15.43 yuan on August 26, 2025 [1]. - The company's current market capitalization is 3.483 billion yuan, ranking 22nd out of 26 in the chemical fiber sector and 4174th out of 5152 in the A-share market [1]. Group 2: Shareholder Changes - As of June 30, 2025, the number of shareholders increased to 34,900, up by 18,300 from March 31, 2025, representing a growth of 109.72% [2][7]. - The average number of shares held per shareholder decreased from 13,000 to 6,199 shares, with an average holding value of 100,200 yuan [2]. Group 3: Financial Performance - For the first half of 2025, the company reported a main revenue of 701 million yuan, a year-on-year decrease of 6.98% [3][5]. - The net profit attributable to shareholders was 33.25 million yuan, an increase of 8.81% year-on-year [3][6]. - The net profit excluding non-recurring items was 20.24 million yuan, down 22.27% year-on-year [3][6]. - In Q2 2025, the main revenue was 391 million yuan, a decline of 13.39% year-on-year, while the net profit attributable to shareholders was 20.13 million yuan, up 13.58% year-on-year [3][6]. - The company reported a debt ratio of 13.57% and a gross profit margin of 8.66% [3]. Group 4: Company Announcements - The company announced that there would be no profit distribution for the first half of 2025, and the capital reserve will not be converted into share capital [4][7]. - Total assets as of the end of the first half of 2025 were approximately 1.45 billion yuan, a decrease of 5.25% from the end of the previous year [4]. - The net assets attributable to shareholders were approximately 1.25 billion yuan, down 0.94% from the end of the previous year [4].

Core Insights - Suzhou Longjie (603332) reported a net profit increase of 8.81% year-on-year for the first half of 2025, despite a decline in total revenue by 6.98% to 701 million yuan [1] - The company's gross margin decreased by 10.06% to 8.66%, while the net profit margin increased by 16.97% to 4.75% [1] Financial Performance - Total revenue for Q2 was 391 million yuan, down 13.39% year-on-year, with a net profit of 20.13 million yuan, up 13.58% [1] - Operating expenses, including sales, management, and financial costs, totaled 19.24 million yuan, representing a 50.96% increase year-on-year [1] - Earnings per share rose by 14.29% to 0.16 yuan, while operating cash flow per share was -0.23 yuan, an increase of 78.61% [1] Cash Flow and Assets - Cash and cash equivalents decreased by 33.47% due to increased cash payments for dividends and operating activities [2] - Accounts receivable decreased significantly, with notes receivable down 48.64% and accounts receivable down 69.05% [3] - Other current assets increased by 404% due to a rise in held-to-maturity large certificates of deposit [4] Liabilities and Financial Health - Accounts payable decreased by 84.78% as previous payables matured, while employee compensation liabilities fell by 32.72% due to bonus payments [7] - The company’s cash assets are considered very healthy, indicating strong solvency [10] Business Model and Operational Insights - The company's performance is primarily driven by research and development, necessitating a deeper examination of the underlying drivers [11] - The return on invested capital (ROIC) was 4.2% last year, indicating weak capital returns, with a historical median ROIC of 10.58% since its listing [9]

Group 1 - The chemical fiber sector increased by 2.11% on August 26, with Haiyang Technology leading the gains [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] - Haiyang Technology's stock price rose by 10.01% to 35.94, with a trading volume of 84,100 shares and a transaction value of 293 million yuan [1] Group 2 - The main funds in the chemical fiber sector experienced a net outflow of 7.12 million yuan, while retail funds saw a net outflow of 16.51 million yuan [3] - Speculative funds had a net inflow of 23.63 million yuan [3]

Core Insights - Suzhou Longjie (603332.SH) released its semi-annual report for 2025 on August 26, 2025, indicating significant institutional ownership [1] - Institutional investors hold a total of 116 million shares, representing 53.57% of Suzhou Longjie's total equity, with a slight decrease of 0.10 percentage points from the previous quarter [1] - Foreign investment sentiment shows a reduction in holdings from one foreign fund, BARCLAYS BANK PLC, while Goldman Sachs has not disclosed any holdings this quarter [1] Institutional Ownership - As of August 25, 2025, four institutional investors have disclosed their holdings in Suzhou Longjie A-shares [1] - The institutional investors include Zhangjiagang Longjie Investment Co., Ltd., Suzhou Longjie Special Fiber Co., Ltd. - 2024 Employee Stock Ownership Plan, BARCLAYS BANK PLC, and Suzhou Longjie Special Fiber Co., Ltd. Repurchase Special Securities Account [1] - The total institutional ownership has decreased slightly compared to the previous quarter [1] Foreign Investment - The only foreign fund that reduced its holdings this period is BARCLAYS BANK PLC, with a minor decrease in ownership percentage [1] - Goldman Sachs has not disclosed any holdings in this quarter, indicating a potential shift in foreign investment dynamics [1]

Core Points - The company has released its semi-annual report for 2025, emphasizing the importance of reading the full report for a comprehensive understanding of its operational results, financial status, and future development plans [1][6] - The board of directors guarantees the authenticity, accuracy, and completeness of the report, taking legal responsibility for any false statements or omissions [1][6] - The report indicates that there will be no profit distribution or capital reserve transfer to increase share capital for the first half of 2025 [4] Company Overview - The company is identified as Suzhou Longjie Special Fiber Co., Ltd., with the stock code 603332 [6] - The report includes key financial data and shareholder information, although specific figures are not provided in the excerpts [5] Important Matters - The company is required to disclose any significant changes in its operational situation during the reporting period, as well as any events that may have a substantial impact on its operations in the future [5]