Core Viewpoint - Suzhou Longjie (603332.SH) reported a decline in both revenue and net profit for the third quarter of 2025, indicating potential challenges in its financial performance [1] Financial Performance - The company's operating revenue for the third quarter was 444 million yuan, representing a year-on-year decrease of 12.11% [1] - The net profit attributable to shareholders was 21.34 million yuan, down 22.65% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 18.29 million yuan, reflecting a year-on-year decline of 28.33% [1]

证券代码：603332 证券简称：苏州龙杰 公告编号：2025-048 | | 主要产品 | 2025 | 年 1-9 | 月产量 | 2025 | 年 1-9 | 月销量 | 2025 年 | 1-9 | 月营 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | （万吨） | | | （万吨） | | 业收入（万元） | | | | FDY | 差别化产品 | | 10.60 | | | 9.13 | | 76,990.63 | | | | DTY | 差别化产品 | | 3.15 | | | 3.11 | | 35,348.88 | | | | POY | 差别化产品 | | 2.17 | | | 0.05 | | 295.45 | | | 二、主要产品和原材料的价格变动情况 （一）主要产品价格变动情况 2025 年第三季度主要经营数据公告 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。 本公司根据上海证券交易所《 ...

Financial Performance - The company's operating revenue for the third quarter was ¥444,290,934.10, a decrease of 12.11% compared to the same period last year[4] - The total profit for the quarter was ¥24,137,159.49, reflecting a decline of 10.72% year-over-year[4] - The net profit attributable to shareholders was ¥21,338,749.73, down 22.65% from the previous year[4] - The net profit after deducting non-recurring gains and losses was ¥18,285,240.36, a decrease of 28.33% compared to the same period last year[4] - The basic earnings per share for the quarter was ¥0.10, a decline of 23.08% year-over-year[5] - The diluted earnings per share was also ¥0.10, down 23.08% from the previous year[5] - Revenue for the first three quarters of 2025 was CNY 1,145,021,365.14, a decrease of 9.0% compared to CNY 1,258,793,290.23 in the same period of 2024[15] - Net profit for the first three quarters of 2025 was CNY 54,589,564.89, down 6.0% from CNY 58,145,591.29 in 2024[16] - Operating profit for the first three quarters of 2025 was CNY 58,642,889.68, a decrease of 6.7% compared to CNY 62,712,233.61 in 2024[16] - Basic earnings per share for the first three quarters of 2025 were CNY 0.26, down from CNY 0.27 in 2024[16] Assets and Liabilities - The total assets at the end of the quarter were ¥1,502,542,594.15, a decrease of 1.85% from the end of the previous year[5] - The company reported a total asset value of ¥1,502,542,594.15, down from ¥1,530,795,020.21[12] - Total liabilities decreased to ¥226,454,144.00 from ¥265,271,908.95, indicating a reduction of about 14.6%[13] - As of September 30, 2025, total current assets amounted to ¥983,957,422.72, a slight increase from ¥971,545,904.68 at the end of 2024[11] - The company’s fixed assets increased slightly to ¥473,645,861.78 from ¥470,380,008.38[12] Shareholder Equity - The equity attributable to shareholders increased to ¥1,276,088,450.15, reflecting a growth of 0.83% compared to the end of last year[5] - Shareholders' equity rose to ¥1,276,088,450.15 from ¥1,265,523,111.26, showing a growth of approximately 0.6%[13] Cash Flow - The cash flow from operating activities showed a negative net amount of ¥30,376,437.54 for the year-to-date[5] - Cash flow from operating activities showed a net outflow of CNY 30,376,437.54 in 2025, an improvement from a net outflow of CNY 122,355,166.52 in 2024[19] - Cash and cash equivalents at the end of Q3 2025 were CNY 94,722,307.47, compared to CNY 86,179,268.93 at the end of Q3 2024[21] - The company's cash and cash equivalents decreased to ¥94,831,662.42 from ¥126,234,353.12 year-over-year[12] Investments and Expenses - Research and development expenses increased to CNY 42,295,419.03 in 2025, up from CNY 41,079,817.00 in 2024, reflecting a focus on innovation[15] - Total cash inflow from investment activities was CNY 908,173,699.41 in 2025, significantly higher than CNY 522,375,140.86 in 2024[19] - The company reported a financial asset fair value change gain of CNY 2,334,958.89 in 2025, compared to CNY 1,170,273.97 in 2024[16] Shareholder Structure - The company has no significant changes in major shareholders or their shareholding structure during the reporting period[11] - The company has not engaged in any share lending or borrowing activities during the reporting period[11] Non-Recurring Items - Non-recurring gains and losses for the quarter totaled ¥3,053,509.37, with a year-to-date total of ¥16,069,032.90[8] - The company’s long-term investments and other non-current assets remain unchanged, indicating stability in investment strategy[12]

Group 1 - The chemical fiber sector increased by 0.62% on October 20, with Shenma Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3863.89, up 0.63%, while the Shenzhen Component Index closed at 12813.21, up 0.98% [1] - Key stocks in the chemical fiber sector showed significant price increases, with Shenma Co., Ltd. rising by 4.45% to a closing price of 10.57 [1] Group 2 - The main capital flow in the chemical fiber sector showed a net inflow of 22.42 million yuan, while retail investors had a net inflow of 63.82 million yuan [2] - Major stocks like Shenma Co., Ltd. and Xinxiang Chemical Fiber saw varying levels of net capital inflow and outflow from different investor categories [3] - Shenma Co., Ltd. had a net inflow of 71.02 million yuan from main capital, while retail investors experienced a net outflow of 43.36 million yuan [3]

Core Viewpoint - Suzhou Longjie (603332) is planning to raise up to 100 million yuan through a stock issuance to fund a high-end differentiated polyester fiber project, with an expected internal rate of return of 21.95% [3][5]. Group 1: Stock Performance - As of October 17, 2025, Suzhou Longjie closed at 12.89 yuan, down 2.94% from the previous week [1]. - The stock reached a weekly high of 13.45 yuan on October 14 and a low of 12.69 yuan on October 13 [1]. - The company's current total market capitalization is 2.789 billion yuan, ranking 23rd out of 26 in the chemical fiber sector and 4575th out of 5158 in the A-share market [1]. Group 2: Company Announcements - Suzhou Longjie plans to issue up to 17,421,602 shares at a price of 5.74 yuan per share, with the funds allocated entirely to the "high-end differentiated polyester fiber construction project" [3][5]. - The project is designed to have an annual production capacity of 40,000 tons, focusing on products such as ultra-realistic animal fur fibers and dye-free island fibers, with a total investment of 197.4 million yuan [3]. - The project has received necessary approvals, including filing and environmental impact assessment [3]. Group 3: Financial Performance - For the reporting period, the company's revenues were 1.066 billion yuan, 1.599 billion yuan, 1.678 billion yuan, and 700.73 million yuan, with net profits of -50.41 million yuan, 14.38 million yuan, 57.76 million yuan, and 33.25 million yuan respectively [4]. - The gross profit margin for 2024 was 8.48%, with net profit reaching 57.76 million yuan, benefiting from downstream demand recovery, product structure optimization, and declining raw material prices [4]. - Inventory values were recorded at 270.48 million yuan, 187.79 million yuan, 285.94 million yuan, and 304.59 million yuan, primarily consisting of finished goods [4].

Core Points - Suzhou Longjie received the first round of inquiry questions from the Shanghai Stock Exchange regarding its application for a specific stock issuance on September 26, 2025 [1] - The company, along with intermediary institutions, is conducting thorough research and revisions on the application documents, including the fundraising prospectus, in response to the inquiry [1] - The issuance of A-shares is subject to approval by the Shanghai Stock Exchange and registration by the China Securities Regulatory Commission, with uncertainties regarding the final approval [1] Summary by Sections - **Application Process** - Suzhou Longjie submitted an application for a specific stock issuance and received an inquiry letter from the Shanghai Stock Exchange [1] - The company is working with intermediaries to address the questions raised and revise the application documents accordingly [1] - **Regulatory Approval** - The stock issuance requires approval from the Shanghai Stock Exchange and registration from the China Securities Regulatory Commission before implementation [1] - There is uncertainty regarding whether the application will be approved and registered [1] - **Disclosure and Investor Awareness** - The company will disclose progress in accordance with regulations and remind investors to be aware of the associated risks [1]

股票简称：苏州龙杰 股票代码：603332 苏州龙杰特种纤维股份有限公司 Suzhou Longjie Special Fiber Co., Ltd. （注册地址：张家港经济开发区（振兴路19号）） 2024年度向特定对象发行股票 募集说明书（申报稿） （注册地址：深圳市罗湖区红岭中路 1012 号国信证券大厦 16-26 层） 保荐机构（主承销商） 苏州龙杰特种纤维股份有限公司 募集说明书 公司声明 本公司及全体董事、高级管理人员承诺本募集说明书内容真实、准确、完整， 不存在虚假记载、误导性陈述或重大遗漏，按照诚信原则履行承诺，并承担相应 的法律责任。 本公司控股股东承诺本募集说明书内容真实、准确、完整，不存在虚假记载、 误导性陈述或重大遗漏，按照诚信原则履行承诺，并承担相应的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人保证募集说明书中财务 会计资料真实、完整。 中国证监会、上海证券交易所对本次发行所作的任何决定或意见，均不表明 其对申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其对 发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任何 与之相反的声明均属虚假 ...

北京市中伦律师事务所 关于苏州龙杰特种纤维股份有限公司 向特定对象发行 A 股股票的 补充法律意见书（一） 二〇二五年十月 补充法律意见书（一） 关于苏州龙杰特种纤维股份有限公司 向特定对象发行 A 股股票的 补充法律意见书（一） 致：苏州龙杰特种纤维股份有限公司 本所接受发行人的委托担任本次发行的专项法律顾问，并根据《公司法》 《证券法》《注册办法》《第 12 号编报规则》《律师事务所从事证券法律业务管 理办法》《律师事务所证券法律业务执业规则（试行）》等有关法律、法规和中 国证监会的有关规定，按照律师行业公认的业务标准、道德规范和勤勉尽责精 神，对发行人本次发行有关法律事项及发行人为此提供或披露的资料、文件和 有关事实进行了合理、必要的核查与验证，并在此基础上为本次发行出具了 《北京市中伦律师事务所关于苏州龙杰特种纤维股份有限公司向特定对象发行 A 股股票的法律意见书》（以下简称"《法律意见书》"）、《北京市中伦律 师事务所关于苏州龙杰特种纤维股份有限公司向特定对象发行 A 股股票的律师 工作报告》（以下简称"《律师工作报告》"）。 根据上海证券交易所于 2025 年 9 月 26 日出具的《关于苏州龙杰 ...

公证天业会计师事务所（特殊普通合伙） Gongzheng Tianye Certified Public Accountants, SGP | 中国．江苏．无锡 | Wuxi．Jiangsu．China | | --- | --- | | 总机：86（510）68798988 | Tel：86（510）68798988 | | 传真：86（510）68567788 | Fax：86（510）68567788 | | 电子信箱：mail@gztycpa.cn | E-mail：mail@gztycpa.cn | 关于苏州龙杰特种纤维股份有限公司 向特定对象发行股票申请文件的 审核问询函的回复报告 上海证券交易所： 根据贵所于 2025 年 9 月 26 日出具的《<关于苏州龙杰特种纤维股份有限公司向 特定对象发行股票申请文件的审核问询函>（上证上审再融资）〔2025〕288 号》（以 下简称"问询函"）的相关要求，我们就问询函对苏州龙杰特种纤维股份有限公司（以 下简称"公司"、"上市公司"、"发行人"或"苏州龙杰"）审核问询函所列问题中涉 及会计师的问题进行了逐项核查，现回复如下： 说明： 1、如无特别说明，本 ...

证券代码：603332 证券简称：苏州龙杰 公告编号：2025-047 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。 苏州龙杰特种纤维股份有限公司（以下简称"公司"）于 2025 年 09 月 26 日 收到上海证券交易所（以下简称"上交所"）出具的《关于苏州龙杰特种纤维股份 有限公司向特定对象发行股票申请文件的审核问询函》（上证上审（再融资）〔2025〕 288 号）（以下简称"《审核问询函》"），上交所审核机构依据有关规定对公司向 特定对象发行股票申请文件进行了审核，并形成了首轮问询问题。 公司收到《审核问询函》后，按照要求会同相关中介机构就《审核问询函》 提出的问题进行了认真研究和逐项落实，按《审核问询函》要求对有关问题进行 了说明和论证，并对募集说明书等申请文件进行了补充和修订。具体内容详见公 司于同日在上交所网站（www.sse.com.cn）披露的《关于苏州龙杰特种纤维股份 有限公司向特定对象发行股票申请文件的审核问询函的回复报告》等相关文件。 公司本次向特定对象发行 A 股股票事项尚需经上交所审核通过，并 ...