Group 1 - The company reported a revenue of 4.7 billion yuan for the first half of 2025, representing a year-on-year increase of 16.77% [1] - The net profit for the same period was 239 million yuan, showing a year-on-year decrease of 18.69% [1]

Core Viewpoint - The company reported a year-on-year increase in revenue for the first half of 2025, but a decline in net profit and earnings per share [2] Financial Performance - The company's operating revenue for the first half of 2025 is approximately 4.7 billion yuan, representing a year-on-year increase of 16.77% [2] - The net profit attributable to shareholders of the listed company is approximately 239 million yuan, showing a year-on-year decrease of 18.69% [2] - The basic earnings per share is 0.13 yuan, which is a year-on-year decrease of 13.33% [2]

四川发展龙蟒股份有限公司 2025 年 1-6 月非经营性资金占用及其他关联资金往来情况汇总表 2025 年 1-6 月非经营性资金占用及其他关联资金往来情况汇总表 编制单位：四川发展龙蟒股份有限公司 金额单位：人民币万元 | 非经营性资金占用 | 资金占用 方名称 | 占用方与上 市公司的关 | 上市公司 核算的会 | 2025 年年 初占用资 | 2025 年 1-6 月占 用累计发生金额 | 2025 年 1-6 月占 用资金的利息 | 2025 年 1-6 月偿还累计 | 年 月 2025 6 30 日占用资金余额 | 占用形成 原因 | 占用性质 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 联关系 | 计科目 | 金余额 | （不含利息） | （如有） | 发生额 | | | | | 控股股东、实际控制人及 其附属企业 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | | 小计 | -- | -- | -- | -- | -- | -- | ...

四川发展龙蟒股份有限公司 2025 年半年度财务报告 四川发展龙蟒股份有限公司 2025 年半年度财务报告 二〇二五年八月 - 1 - 四川发展龙蟒股份有限公司 2025 年半年度财务报告 一、审计报告 半年度报告是否经过审计 □是 否 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 - 2 - 四川发展龙蟒股份有限公司 2025 年半年度财务报告 | 无形资产 | 1,386,452,265.88 | 1,276,495,204.90 | | --- | --- | --- | | 开发支出 | 0.00 | 0.00 | | 商誉 | 1,274,314,930.70 | 1,235,254,087.61 | | 长期待摊费用 | 66,057,006.42 | 15,498,866.61 | | 递延所得税资产 | 144,125,731.81 | 95,600,635.91 | | 其他非流动资产 | 600,944,744.61 | 616,801,851.18 | | 非流动资产合计 | 14,523,614,810.62 | 13,153,118,255.31 | | 资产总计 | ...

证券代码：002312 证券简称：川发龙蟒 公告编号：2025-046 四川发展龙蟒股份有限公司 第七届监事会第十次会议决议公告 本公司及监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。 一、监事会会议召开情况 四川发展龙蟒股份有限公司（以下简称"公司"）第七届监事会第十次会议 通知于 2025 年 8 月 5 日以邮件形式发出，会议于 2025 年 8 月 15 日上午 11:00 以通讯表决的方式召开。本次会议由监事会主席张小敏女士主持，会议应出席监 事 3 名，实际出席监事 3 名，公司高级管理人员列席了本次会议。会议的召集、 召开程序符合《公司法》和《公司章程》的有关规定，会议表决合法有效。 二、监事会会议审议情况 经与会监事审议并记名投票表决，会议审议通过了如下议案： （一）审议通过了《关于<2025 年半年度报告>全文及摘要的议案》 经审查，监事会认为，董事会编制和审核公司《2025 年半年度报告》全文 及摘要的程序符合法律、行政法规和中国证券监督管理委员会的相关规定，报告 内容真实、准确、完整地反映了公司的实际情况，不存在虚假记载、误导性陈述 或者重 ...

一、董事会会议召开情况 四川发展龙蟒股份有限公司（以下简称"公司"）第七届董事会第十一次会议 通知于 2025 年 8 月 5 日以邮件形式发出，会议于 2025 年 8 月 15 日上午 10:00 以通讯表决的方式召开。会议应出席董事 9 名，实际出席董事 9 名。本次会议由 董事长朱全芳先生主持，公司全体监事和高级管理人员列席了本次会议。会议的 召集、召开程序符合《公司法》和《公司章程》的有关规定，会议表决合法有效。 证券代码：002312 证券简称：川发龙蟒 公告编号：2025-045 四川发展龙蟒股份有限公司 第七届董事会第十一次会议决议公告 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。 （一）审议通过了《关于<2025 年半年度报告>全文及摘要的议案》 同意公司《2025 年半年度报告》全文及摘要。 《 2025 年 半 年 度 报 告 》 全 文 详 见 2025 年 8 月 19 日 巨 潮 资 讯 网 （www.cninfo.com.cn），《2025 年半年度报告摘要》详见同日在《中国证券报》 《上海证券报》《证券时报》《证券日报》 ...

四川发展龙蟒股份有限公司 2025 年半年度报告全文 四川发展龙蟒股份有限公司 2025 年半年度报告 二〇二五年八月 1 四川发展龙蟒股份有限公司 2025 年半年度报告全文 公司主要财务数据概览： 2023 年-2025 年上半年营业收入情况 2023 年-2025 年上半年归母净利润情况 最近两年及一期总资产情况 2023 年-2025 年上半年加权平均净资产收益率 2 四川发展龙蟒股份有限公司 2025 年半年度报告全文 公司最近三年主要财务数据概览： 2023 年-2025 年上半年净资产与基本每股收益情况 2025 年上半年主要产品毛利构成情况 2025 年上半年磷化工产品毛利率情况 2024 年-2025 年上半年分季度营业收入和净利润情况 3 | 第一节 | 重要提示、目录和释义 | 5 | | --- | --- | --- | | 第二节 | 公司简介和主要财务指标 | 9 | | 第三节 | 管理层讨论与分析 | 12 | | 第四节 | 公司治理、环境和社会 | 39 | | 第五节 | 重要事项 44 | | | 第六节 | 股份变动及股东情况 | 53 | | 第七节 | 债券相关 ...

Group 1 - The stock price of Sichuan Development Longmang Co., Ltd. (川发龙蟒) closed at 11.21 yuan on August 1, 2025, with a slight increase of 0.18% and a trading volume of 242,800 hands, amounting to 272 million yuan in transaction value [1] - The company's latest quarterly report shows total operating revenue of 2.084 billion yuan, a year-on-year increase of 24.70%, while net profit attributable to shareholders was 103 million yuan, a slight decrease of 0.24% [1] - The company has a current ratio of 1.154, a quick ratio of 0.954, and a debt-to-asset ratio of 51.45% [1] Group 2 - Sichuan Development Longmang Co., Ltd. has made investments in 25 companies and participated in 2,147 bidding projects [2] - The company holds 113 trademark registrations and 64 patents, along with 7 administrative licenses [2]

Group 1 - The chemical sector continues to rise, with the chemical ETF (516020) showing a significant opening increase before stabilizing, currently up by 0.3% [1][2] - Key stocks in the sector include Yipuli, which hit the daily limit, and other companies like Hebang Bio and Hongda shares, which rose over 2% and 1% respectively [1][2] - Recent inflows into the chemical ETF indicate strong market interest, with a net subscription of 122 million yuan on July 22 and a total of 146 million yuan over the past five trading days [1][2] Group 2 - The overall profit level in China's chemical industry is currently low, prompting many companies to seek improvements in the competitive landscape, necessitating a new round of supply-side reforms [4] - The supply growth rate in the chemical sector has significantly declined, with institutional holdings at a low point, enhancing market expectations for supply-side reforms [5] - The chemical industry is expected to enter a new long-term prosperity cycle, driven by recent policy changes aimed at boosting economic confidence and improving supply-side conditions [6] Group 3 - The chemical ETF (516020) is currently at a low valuation point, with a price-to-book ratio of 2.08, indicating a favorable time for long-term investment [5] - The potential for industry-wide production cuts and environmental regulations could lead to a significant impact on supply-demand dynamics, particularly for high-concentration chemical products [6]

Core Viewpoint - On July 21, a total of 23 listed companies had their restricted shares unlocked, with a total market value of approximately 5.36 billion yuan [1] Summary by Category Restricted Share Unlocking - The specific details of the restricted share unlocking include: - Shandong High Energy (000803): 1.2772 million shares from equity incentive - Yueyang Xingchang (000819): 2.1525 million shares from equity incentive - Zhangyu A (000869): 2.0357 million shares from equity incentive - Sheneng Co., Ltd. (600642): 9.7161 million shares from equity incentive - Batian Co., Ltd. (002170): 1.2 million shares from equity incentive - Wanma Co., Ltd. (002276): 2.6112 million shares from equity incentive - Chuanfa Longmang (002312): 12.5 million shares from A-share issuance - Chengda Pharmaceutical (301201): 6.15594 million shares with extended lock-up period - Maoshuo Power (002660): 8.22983 million shares from A-share issuance - Laobaixing (603883): 193.6 thousand shares from equity incentive - Zhenbaodao (603567): 726.9 thousand shares from equity incentive - Lifang Pharmaceutical (003020): 234 thousand shares from equity incentive - Triangle Defense (300775): 110.4 thousand shares from equity incentive - Yidao Information (001314): 46.26 thousand shares from equity incentive - Honghe Technology (603256): 252.65 thousand shares from equity incentive - Guomao Co., Ltd. (603915): 165.8 thousand shares from equity incentive - Arrow Home (001322): 135.28 thousand shares from equity incentive - Hongying Intelligent (001266): 18 thousand shares from equity incentive - Kangpeng Technology (688602): 4.6189 million shares - Juyi Technology (688162): 108.1 thousand shares - Xidiwei (688173): 15.4 million shares - Aike Optoelectronics (688610): 68 thousand shares - Hangcai Co., Ltd. (688563): 180 thousand shares [1]