近日，深交所发布《关于深市主板上市公司2024—2025年度信息披露工作评价结果的通报》，川发龙蟒 (002312)2024—2025年度信息披露工作考核获得A级评价。 结果显示，本次被考核的深交所主板上市公司总计1489家，其中296家公司荣获A级，占被考核主板上 市公司总数的19.88%。 川发龙蟒本次获得信息披露评价A级，体现了公司信息披露质量得到了监管部门的高度认可。根据新修 订的《深圳证券交易所上市公司自律监管指引第11号——信息披露工作评价》（2025年修订），深交所 在职责范围内对上市公司再融资、并购重组等事项进行审核时，将上市公司信息披露评价结果纳入考量 范围，信息披露考核为A的公司，在重组、再融资以及交易所向公司提供定向培训服务等方面将获得更 多的支持。（郑渝川） 据悉，2024—2025年度信息披露评价工作评价期为2024年7月1日至2025年6月30日。上市公司信息披露 工作评价结果主要依据上市公司信息披露质量，同时结合上市公司规范运作水平、对投资者权益保护程 度等因素，从高到低依次划分为A、B、C、D四个等级。评价维度涵盖信息披露的合规性、有效性、信 息披露事务管理以及投资者关系管理等 ...

Group 1 - The report highlights that Q3 performance met expectations with a continuous increase in membership numbers for Focus Technology, achieving a revenue of 490 million yuan, a year-on-year increase of 17% [4][5] - The report indicates that the company’s net profit for Q3 was 122 million yuan, showing a year-on-year decrease of 2%, while the net profit excluding non-recurring items was 118 million yuan, down 3.4% year-on-year [5][6] - The report notes that the company’s gross margin was 78.5%, a decrease of 1.4 percentage points year-on-year, and the net profit margin was 24.5%, down 5.2 percentage points year-on-year [5][6] Group 2 - The report states that Kuaijiao's revenue for the first three quarters was 3.174 billion yuan, a year-on-year decrease of 27.24%, with a net profit of 742 million yuan, down 43.39% year-on-year [10][11] - In Q3, Kuaijiao's revenue was 643 million yuan, a year-on-year decrease of 46.23%, and the net profit was 27 million yuan, down 92.55% year-on-year [10][11] - The report indicates that the decline in high-end and mid-range liquor sales was significant, while low-end liquor saw a growth of 117.28% year-on-year [12] Group 3 - The report mentions that Jinshi Resources achieved a revenue of 2.758 billion yuan in the first three quarters, a year-on-year increase of 50.73%, while the net profit was 236 million yuan, down 5.88% year-on-year [15][17] - In Q3, the company reported a revenue of 1.033 billion yuan, a year-on-year increase of 45.21%, and a net profit of 109 million yuan, up 32.29% year-on-year [16][18] - The report highlights that the company’s cash flow from operating activities for the first three quarters was 462 million yuan, an increase of 24.80% year-on-year [15][17] Group 4 - The report indicates that Wanze Co. achieved a revenue of 941 million yuan in the first three quarters, a year-on-year increase of 21%, with a net profit of 170 million yuan, up 22.45% year-on-year [22][23] - In Q3, the company reported a revenue of 525 million yuan, a year-on-year decrease of 2%, but a net profit increase of 31% year-on-year [24][43] - The report notes that the company has significant production capacity in high-temperature alloy components, with various agreements in place for further expansion [23][26] Group 5 - The report states that Lu'an Huanneng's revenue for the first three quarters was 21.1 billion yuan, a year-on-year decrease of 20.8%, with a net profit of 1.55 billion yuan, down 44.45% year-on-year [28][29] - In Q3, the company reported a revenue of 7.03 billion yuan, a year-on-year decrease of 21.8%, and a net profit of 210 million yuan, down 64% year-on-year [28][29] - The report highlights that the company plans to shut down its Xidong Coal Mine to improve operational efficiency and reduce losses [30][31] Group 6 - The report indicates that Mango Super Media's Q3 revenue was 3.099 billion yuan, a year-on-year decrease of 6.58%, with a net profit of 252 million yuan, down 33.47% year-on-year [32][33] - The report notes that increased content and R&D investments led to higher costs, impacting profitability [33][34] - The report highlights that advertising revenue returned to positive growth in Q3, with new shows expected to drive further engagement [35][36] Group 7 - The report states that Hangya Technology achieved a revenue of 530 million yuan in the first three quarters, a year-on-year increase of 1.95%, with a net profit of 78 million yuan, down 16.04% year-on-year [38][39] - In Q3, the company reported a revenue of 161 million yuan, a year-on-year decrease of 10.87%, and a net profit of 17 million yuan, down 34.78% year-on-year [40][41] - The report indicates that the company is focusing on new product development to drive future growth [39][41] Group 8 - The report mentions that Shandong Weida achieved a revenue of 1.439 billion yuan in the first three quarters, a year-on-year decrease of 11%, with a net profit of 230 million yuan, up 15% year-on-year [43][44] - In Q3, the company reported a revenue of 525 million yuan, a year-on-year decrease of 2%, but a net profit increase of 31% year-on-year [43][44] - The report highlights the company's strong cash flow and potential for growth in new business areas [44][45] Group 9 - The report indicates that Dinglong Co. achieved a revenue of 2.698 billion yuan in the first three quarters, a year-on-year increase of 11.2%, with a net profit of 519 million yuan, up 38% year-on-year [46][47] - In Q3, the company reported a revenue of 967 million yuan, a year-on-year increase of 6.6%, and a net profit of 208 million yuan, up 31.5% year-on-year [47][48] - The report highlights the strong performance of the semiconductor business, contributing significantly to overall growth [48]

川发龙蟒成立于1997年5月20日，于2009年12月3日在深圳证券交易所上市，注册地址和办公地址均在四川 省。它是国内领先的磷化工企业，拥有完整的"硫-磷-钛-铁-锂-钙"多资源绿色循环经济产业链。 川发龙蟒主营业务包括金融服务外包业务和速递易业务、磷复肥。所属申万行业为基础化工 - 农化制品 - 磷肥及磷化工，所属概念板块有农村电商、快递概念、中盘核聚变、超导概念、核电。 经营业绩：营收行业第三，净利润第四 2025年三季度，川发龙蟒实现营业收入73.87亿元，在行业9家公司中排名第3。行业第一名云天化营收 375.99亿元，第二名兴发集团营收237.81亿元，行业平均数为104.21亿元，中位数为58.04亿元。主营业务 构成中，肥料系列产品21.43亿元占比45.58%，工业级磷酸一铵10.63亿元占比22.61%，饲料级磷酸氢钙 5.93亿元占比12.62%，其他4.25亿元占比9.04%，贸易类产品3.97亿元占比8.44%，新能源材料8028.59万元 占比1.71%。当期净利润4.46亿元，行业排名第4，行业第一名云天化净利润51.18亿元，第二名兴发集团净 利润14.67亿元，行业平均数为9 ...

Investment Rating - The report assigns a "Buy" rating for the company, marking its first coverage [2][8]. Core Insights - The company has shown significant year-on-year growth in revenue and net profit for Q3 2025, driven by rising prices of products like calcium hydrogen phosphate [4][5]. - The company maintains a mineralization integration development model, enhancing its resource supply capabilities and expanding its production capacity [7]. - The forecast for the company's revenue and net profit shows a positive growth trajectory for 2025-2027, indicating strong growth potential [8]. Financial Performance Summary - For the first three quarters of 2025, the company achieved a revenue of 7.387 billion yuan, a year-on-year increase of 22.06%, and a net profit of 437 million yuan, up 2.81% year-on-year [4]. - In Q3 2025, the company reported a revenue of 2.686 billion yuan, representing a year-on-year increase of 32.54% and a quarter-on-quarter increase of 2.70% [4]. - The gross profit margin for Q3 2025 was 17.17%, a decrease of 0.31 percentage points year-on-year but an increase of 3.07 percentage points quarter-on-quarter [4]. Product Price Trends - The average price of phosphate rock in Q3 2025 was 1,020 yuan/ton, showing a year-on-year increase of 0.24% [5]. - The average price of calcium hydrogen phosphate rose to 3,089 yuan/ton in Q3 2025, reflecting a year-on-year increase of 21% [5][11]. Resource and Production Capacity - The company has approximately 130 million tons of phosphate rock resource reserves across three major mines, with plans to increase annual production capacity to 4.1 million tons [7]. - The company is actively pursuing exploration and development of lithium and vanadium-titanium resources, which will further enhance its resource base [7]. Earnings Forecast - The projected revenues for 2025, 2026, and 2027 are 9.3 billion yuan, 9.7 billion yuan, and 10.2 billion yuan, respectively, with corresponding net profits of 602 million yuan, 741 million yuan, and 910 million yuan [8][19].

证券代码：002312 证券简称：川发龙蟒 公告编号：2025-066 四川发展龙蟒股份有限公司 关于减少注册资本暨通知债权人的公告 本公司及董事会全体成员保证公告信息披露的内容真实、准确和完整，没 有虚假记载、误导性陈述或者重大遗漏。 四川发展龙蟒股份有限公司（以下简称"公司"）于 2025 年 9 月 29 日召开 了第七届董事会第十二次会议和第七届监事会第十一次会议，并于 2025 年 10 月 29 日召开了 2025 年第二次临时股东大会，审议通过了《关于回购注销部分限 制性股票的议案》，具体内容详见公司 2025 年 9 月 30 日、2025 年 10 月 30 日 于《中国证券报》《上海证券报》《证券时报》《证券日报》及巨潮资讯网 （www.cninfo.com.cn）上披露的相关公告。 一、公司减少注册资本情况说明 根据中国证券监督管理委员会《上市公司股权激励管理办法》以及公司《2021 年限制性股票激励计划》的相关规定，公司将回购注销 2021 年限制性股票激励 计划中不再具备激励对象资格的 5 名激励对象已获授但尚未解除限售的 4.8375 万股限制性股票，以及首次及预留授予部分第三个解 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源 ：企业公告、快科技 10月29日 ，川发龙蟒披露全资子公司德阳川发 龙蟒新材料有限公司合作建设17.5万吨/年高压密磷酸铁锂项目暨设立 合资公司的公告， 四川发展龙蟒股份有限公司与富临精工股份有限公司共同签署了《合作框架协议》 ， 双方约定将在 股权与资本、磷酸铁锂项目与前驱体项目领域开展合作。 川发龙蟒拟在四川省绵竹市德阳—阿坝生态经济产业园 投资3.66亿元建设10万吨/年磷酸二氢锂项目，为草酸亚铁路 线制备高压实密度磷酸铁锂提供原材料。 并且，川发龙蟒与富临精工拟共同出资设立合资公司富临龙蟒新材料有限公司，合资公司设立时的注册资本金为人民币 66,000万元，其中，江西升华出资33,660 万元，占合资公司注册资本的51%，德阳川发龙蟒出资32,340万元，占合 资公司注册资本的49%；并以合资公司为主体开展17.5万吨/年高压密磷酸铁锂项目的投资、建设和运营，本项目预计 总投资金额19.61亿元，资金来源为合资公司自有及自筹。 | 合资公司股东 | 认缴出资额(万元) | 股权占比 | 出资方式 | ...

证券代码：002312 证券简称：川发龙蟒 公告编号：2025-065 四川发展龙蟒股份有限公司 2025 年第二次临时股东大会决议公告 本公司及董事会全体成员保证公告信息披露的内容真实、准确和完整，没有 虚假记载、误导性陈述或者重大遗漏。 特别提示： 1、本次股东大会涉及影响中小投资者利益的重大事项采用中小投资者单独计 票。中小投资者指以下股东以外的其他股东： 2、本次股东大会以现场表决与网络表决相结合的方式召开。 4、本次股东大会不涉及变更以往股东大会决议的情况。 一、会议的召开和出席情况 四川发展龙蟒股份有限公司（以下简称"公司"或"上市公司"）2025 年第 二次临时股东大会于 2025 年 10 月 29 日 14:30 在四川省成都市高新区天府二街 151 号领地环球金融中心 B 座 15 楼第一会议室召开。 本次会议采取现场投票与网络投票相结合的表决方式召开，会议由公司董事 会召集，本次会议由公司董事长朱全芳先生主持，本次会议的召开符合法律法规 和公司章程的规定。 通过现场和网络投票的股东 1,378 人，代表有效表决权股份 866,175,514 股， 占上市公司有表决权股份总数的 45.84 ...

北京市东城区建国门内大街 26 号新闻大厦 7 层、8 层 电话：010-88004488/66090088 传真：010-66090016 邮编：100005 北京国枫律师事务所 关于四川发展龙蟒股份有限公司 2025 年第二次临时股东大会的 法律意见书 国枫律股字[2025]A0516号 致：四川发展龙蟒股份有限公司（贵公司） 2．本所律师无法对网络投票过程进行见证，参与本次会议网络投票的股东资格、 网络投票结果均由相应的证券交易所交易系统和互联网投票系统予以认证； 1 3．本所及经办律师依据《证券法》《证券法律业务管理办法》《证券法律业务执业 规则》等规定及本法律意见书出具日以前已经发生或者存在的事实，严格履行了法定职 责，遵循了勤勉尽责和诚实信用原则，进行了充分的核查验证，保证本法律意见所认定 的事实真实、准确、完整，所发表的结论性意见合法、准确，不存在虚假记载、误导性 陈述或者重大遗漏，并承担相应法律责任； 4．本法律意见书仅供贵公司本次会议之目的使用，不得用作任何其他用途。本所 律师同意将本法律意见书随贵公司本次会议决议一起予以公告。 本所律师根据《公司法》《证券法》《股东会规则》《证券法律业务管 ...

Core Viewpoint - Sichuan Development Longmang Co., Ltd. announced the establishment of a joint venture with Jiangxi Shenghua New Materials Co., Ltd. to invest in a 175,000 tons/year high-pressure dense lithium iron phosphate project, with a total investment of 1.961 billion yuan [1][2] Group 1: Joint Venture and Project Details - The joint venture, named Fulian Longmang New Materials Co., Ltd., will be established with a registered capital of 660 million yuan, where Jiangxi Shenghua holds a 51% stake and Deyang Chuanfa Longmang holds 49% [1] - The project will be located in the Deyang-Abazhou Ecological Economic Industrial Park in Mianzhu, Sichuan, and will utilize the oxalic acid ferrous process for production [1][3] Group 2: Strategic Importance and Market Context - This collaboration is seen as a key move in the circular economy strategy of Sichuan Development Longmang, leveraging by-products from its phosphate chemical operations to reduce raw material costs and achieve a closed-loop industry chain [2][3] - The demand for lithium iron phosphate batteries is increasing due to the rapid growth of the new energy vehicle and energy storage markets, positioning the project favorably within a strong supply-demand landscape [3] Group 3: Future Outlook and Industry Trends - The partnership is expected to enhance the company's competitive edge and market influence in the new energy sector, optimizing product structure and expanding production capacity [3] - The industry is entering a phase where cost advantages will be crucial, with companies possessing resource advantages likely to outperform those without [4]

Group 1 - Chuanfa Longmang's wholly-owned subsidiary plans to invest 660 million yuan to establish a joint venture for a 175,000 tons/year high-pressure lithium iron phosphate project in Sichuan Mianzhu, with a total investment of 1.961 billion yuan [1] - The joint venture will be co-owned by Jiangxi Shenghua New Materials (51%) and Deyang Chuanfa Longmang (49%) [1] - Chuanfa Longmang specializes in the production and sales of various phosphate products, including lithium iron phosphate [1] Group 2 - Sino Medical's COMETIU self-expanding intracranial drug-coated stent system registration application was not approved by the National Medical Products Administration [2] - Sino Medical focuses on the research, development, production, and sales of high-end interventional medical devices [3] Group 3 - Jincheng Pharmaceutical's subsidiaries have been selected for the 11th batch of national drug centralized procurement [3] - Jincheng Pharmaceutical is engaged in the research, development, production, and sales of pharmaceutical intermediates and formulations [3] Group 4 - Zhongke Lanyun reported a 4.29% increase in revenue to 1.302 billion yuan and a 2.17% increase in net profit to 211 million yuan for the first three quarters [4] - The company specializes in wireless audio SoC chip research, design, and sales [5] Group 5 - Dabo Medical achieved a 22.69% increase in revenue to 1.876 billion yuan and a 77.03% increase in net profit to 425 million yuan for the first three quarters [6] - Dabo Medical focuses on the production, research, and sales of high-value medical consumables [7] Group 6 - Dayang Electric reported a 3.81% increase in revenue to 9.180 billion yuan and a 25.95% increase in net profit to 845 million yuan for the first three quarters [8][9] - The company operates in the electric motor sector, focusing on building and home appliance motors and automotive components [9] Group 7 - Fudan Microelectronics reported a 12.70% increase in revenue to 3.024 billion yuan but a 22.69% decrease in net profit to 330 million yuan for the first three quarters [10][11] - The company specializes in the design, development, and testing of large-scale integrated circuits [11] Group 8 - Shaanxi Energy reported a 2.83% decrease in revenue to 16.359 billion yuan and a 3.23% decrease in net profit to 2.417 billion yuan for the first three quarters [12][13] - The company is involved in thermal power generation and coal production and sales [13] Group 9 - Runhe Software reported a 12.86% increase in revenue to 2.719 billion yuan but a 29.01% decrease in net profit to 78.57 million yuan for the first three quarters [14][15] - The company focuses on financial technology, smart IoT, and smart energy [15] Group 10 - Shenzhen Gas reported an 8.63% increase in revenue to 22.528 billion yuan but a 13.08% decrease in net profit to 918 million yuan for the first three quarters [16][17] - The company specializes in urban gas supply and comprehensive energy services [17] Group 11 - Light Media reported a 150.81% increase in revenue to 3.616 billion yuan and a 406.78% increase in net profit to 2.336 billion yuan for the first three quarters [18][19] - The company is engaged in the investment, production, and distribution of film projects [19] Group 12 - Dazhong Mining's subsidiary obtained a mining license for the Hunan Jijiao Mountain lithium mine, with a resource amount of 490 million tons, equivalent to approximately 3.2443 million tons of lithium carbonate [19] - The company specializes in iron ore mining and production [19] Group 13 - Yirui Technology reported a 14.22% increase in revenue to 1.549 billion yuan and a 20.61% increase in net profit to 471 million yuan for the first three quarters [20] - The company focuses on the research, production, and sales of digital X-ray detectors and related solutions [20] Group 14 - TCL Zhonghuan reported a 4.48% decrease in revenue to 121.572 billion yuan and a net loss of 5.777 billion yuan for the first three quarters [21][22] - The company specializes in the research, production, and sales of photovoltaic silicon wafers, cells, and modules [22] Group 15 - Huangshan Tourism reported an 8.75% increase in revenue to 1.535 billion yuan but an 11.02% decrease in net profit to 253 million yuan for the first three quarters [23][24] - The company provides tourism and leisure services [24] Group 16 - Mountain Outside Mountain reported a 39.79% increase in revenue to 584 million yuan and a 68.68% increase in net profit to 105 million yuan for the first three quarters [25][26] - The company specializes in the research, production, and sales of blood purification equipment and services [26] Group 17 - Huajin Capital reported a 16.36% increase in revenue to 349 million yuan and a 185.62% increase in net profit to 104 million yuan for the first three quarters [27] - The company focuses on investment management and electronic device manufacturing [27] Group 18 - Datang Power reported a 1.82% decrease in revenue to 89.345 billion yuan but a 51.48% increase in net profit to 6.712 billion yuan for the first three quarters [28][29] - The company primarily engages in thermal power generation [29] Group 19 - Datang Power announced the acquisition of a 50% stake in Anhui Electric Power for 1 yuan, which will result in full ownership of Anhui Electric Power [30] - The company focuses on thermal power generation [30] Group 20 - Kairun Co. reported a 22.94% increase in revenue to 3.719 billion yuan but a 13.38% decrease in net profit to 278 million yuan for the first three quarters [31] - The company specializes in the research, design, production, and sales of leisure bags and related products [31] Group 21 - Dafu Technology reported a 1.95% increase in revenue to 1.764 billion yuan but a net loss of 170 million yuan for the first three quarters [32] - The company focuses on the research, production, and sales of RF products and automotive components [32] Group 22 - Dafu Technology plans to publicly transfer 49% of its stake in Dasheng Graphite [34] - The company specializes in the research, production, and sales of RF products and automotive components [34]