Group 1 - The company Chuanfa Longmang (SZ 002312) announced that approximately 125 million restricted shares will be unlocked and listed for trading on September 22, 2025, accounting for 6.6% of the total share capital [1] - For the first half of 2025, the company's revenue composition is as follows: phosphate chemicals account for 80.81%, other segments 9.04%, trading 8.44%, and new energy materials 1.71% [1] - As of the report date, the market capitalization of Chuanfa Longmang is 22 billion yuan [1]

华泰联合证券有限责任公司 关于 四川发展龙蟒股份有限公司 发行股份购买资产暨关联交易 之 限售股份上市流通的核查意见 华泰联合证券有限责任公司（以下简称"华泰联合证券"或"本独立财务顾 问"）接受四川发展龙蟒股份有限公司（以下简称"川发龙蟒"或"上市公司"） 的委托，担任其发行股份购买资产暨关联交易之独立财务顾问。根据《上市公司 重大资产重组管理办法》、《上市公司并购重组财务顾问业务管理办法》、《深 圳证券交易所股票上市规则》等法律、法规的相关规定，对川发龙蟒发行股份购 买资产暨关联交易之限售股份解除限售并上市流通事项进行了核查，核查的具体 情况如下： （二）本次限售股份持有人作出的有关承诺及履行情况 根据四川先进材料集团、四川盐业出具的《关于认购股份锁定期的承诺函》， 承诺具体内容如下： 1、本公司所持对价股份自该等股份上市之日起 36 个月不转让或解禁； 2、如本公司因涉嫌就本次交易提供或披露的信息存在虚假记载、误导性陈 述或者重大遗漏，被司法机关立案侦查或者被中国证券监督管理委员会立案调查， 在案件调查结论明确以前，本公司不转让本公司在上市公司拥有权益的股份； 3、本公司所持对价股份所派生的股份，如红股 ...

证券代码：002312 证券简称：川发龙蟒 公告编号：2025-050 3.先进材料集团、四川盐业暂无减持计划。 一、本次解除限售股份的情况 （一）本次解除限售股份的基本情况 四川发展龙蟒股份有限公司 关于发行股份购买资产暨关联交易限售股份 上市流通的提示性公告 本公司及董事会全体成员保证公告信息披露内容的真实、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.本次解除限售的股份为控股股东四川省先进材料产业投资集团有限公司 （曾用名"四川发展矿业集团有限公司"，以下简称"先进材料集团"）及其一致 行动人四川省盐业集团有限责任公司（曾用名"四川省盐业总公司"，以下简称 "四川盐业"）2022 年认购公司发行股份购买资产暨关联交易的 124,608,852 股限 售股份，占四川发展龙蟒股份有限公司（以下简称"公司"或"上市公司"）当 前总股本的 6.5954%。 2.本次限售股份上市流通日期为 2025 年 9 月 22 日（星期一）。 根据中国证券监督管理委员会（以下简称"中国证监会"）核发的《关于核 准四川发展龙蟒股份有限公司向四川省先进材料产业投资集团有限公司等发行 股份购买资产的批复》 ...

Core Viewpoint - The company Chuanfa Longmang has disclosed its cautious stance on solid-state batteries while acknowledging that lithium iron phosphate (LFP) can be used in their production [1][2][3] Group 1: Company Position on Solid-State Batteries - Chuanfa Longmang has repeatedly denied involvement in solid-state battery business, stating that their main products include industrial-grade monoammonium phosphate, fertilizer series products, feed-grade calcium hydrogen phosphate, lithium iron phosphate, and phosphoric acid [2][3] - The company has shown a cautious attitude towards solid-state batteries, not mentioning them in their annual reports for the previous year and the current half-year report [2][3] - In the 2024 semi-annual performance briefing, the company indicated that it is closely monitoring the development trends of solid-state battery cathode materials and actively conducting research on suitable cathode materials for solid-state batteries [2] Group 2: Research and Development Insights - Research indicates that LFP is currently the best commercial cathode material, while sulfide solid electrolytes exhibit excellent lithium-ion conductivity, making the combination of LFP and sulfide solid electrolytes a promising technological pathway [5] - A study from the Chinese Academy of Sciences highlighted the development of new systems by combining LFP with sulfide solid electrolytes, addressing interface stability issues [6] - A patent from Tsinghua University Shenzhen International Graduate School revealed a method for preparing LFP cathodes that significantly enhances room temperature cycling performance, indicating potential for large-scale production [6]

Core Viewpoint - Sichuan Development Longmang Co., Ltd. held an online earnings briefing on September 12, 2025, addressing investor inquiries regarding company operations and future plans [1] Group 1: Shareholding and Assets - The company holds a 49% stake in Chongqing Steel Group Mining Co., Ltd., indirectly acquiring part of the rights to Chongqing Steel Xichang Mining Co., Ltd. [1] - Recent acquisitions include 100% of Tianrui Mining, 51% of Guotuo Mining, 49% of Chongqing Steel Mining, 10% of Tiansheng Mining, and 60% of Tianbao Company [1] - The company has not disclosed information regarding the potential injection of the Lijiagou North Lithium Mine into the listed company [1] - The controlling shareholder, Sichuan Advanced Materials, holds the Tiger Cave Phosphate Mine (3.7 billion tons) and the Xiaogou Phosphate Mine (4 billion tons), with future asset injection plans subject to disclosure obligations [1] Group 2: Business Layout - The company currently does not produce lithium batteries but manufactures industrial-grade monoammonium phosphate, which can be used as a precursor for new energy battery cathode materials [1] - The De'a project with a capacity of 60,000 tons/year for lithium iron phosphate has been fully completed and put into production, while the 100,000 tons/year phosphate project is nearing completion [1] - The company primarily engages in the production and sales of industrial-grade monoammonium phosphate and fertilizer-grade monoammonium phosphate, with Tianbao Company producing feed-grade dicalcium phosphate for livestock nutrition [1] - The jointly held Sichuan Ganmei New Energy Resources Co., Ltd. is in the process of deregistration [1] - The implementation of the cooperation framework agreement with Fulim Precision Engineering has uncertainties, and the company will disclose progress in a timely manner [1] Group 3: Market and Customers - In the first half of 2025, revenue from industrial-grade monoammonium phosphate reached 1.063 billion yuan, a year-on-year increase of 13.55% [1] - The company is cautiously advancing the construction of the De'a and Panzhihua projects, with some projects in production and others still under construction, continuously optimizing the supply chain and customer structure [1] Group 4: Market Capitalization and Stock Price - The company's stock price is influenced by macroeconomic and industry factors [1] - A market value management system has been established, clarifying responsibilities and ongoing efforts, with no temporary hiring of market value management personnel [1] - Plans regarding chairman shareholding increases, company buybacks, and stock incentive optimization will be disclosed as required [1] Group 5: On-site Inspection - Individual investors can contact the company's investor hotline to verify shareholder identity for potential on-site inspections at the Deyang New Materials Base and Panzhihua New Materials Base [1]

证券代码：002312 证券简称：川发龙蟒 公告编号：2025-049 四川发展龙蟒股份有限公司 关于参加四川辖区 2025 年投资者网上集体接待日 及半年度报告业绩说明会情况的公告 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（以下简称为"公司"）2025 年 9 月 9 日披露 了《关于参加四川辖区 2025 年投资者网上集体接待日及半年度报告业绩说明会 的公告》，具体内容详见《中国证券报》《上海证券报》《证券时报》《证券日 报》以及巨潮资讯网（www.cninfo.com.cn）相关公告。本次业绩说明会参会人员 有公司董事长朱全芳先生，独立董事张怀岭先生，董事、董事会秘书宋华梅女士 及财务总监朱光辉先生。公司广泛听取投资者的意见和建议，参会人员对投资者 关注的问题进行详细解答。现将本次业绩说明会主要问题及回复公告如下： 1.公司参股重庆钢铁了吗？ 答：尊敬的投资者您好！感谢您的关注！公司持有重庆钢铁集团矿业有限公 司 49%股权，从而间接获得其核心资产重钢西昌矿业有限公司（太和铁矿钒钛磁 铁矿资源）部分权益。 2.202 ...

Group 1: Company Investments and Acquisitions - The company holds a 49% stake in Chongqing Iron and Steel Group Mining Co., which indirectly provides access to its core assets, including the Taihe Iron Mine [2] - The company has completed acquisitions including 100% of Tianrui Mining, 51% of Guotuo Mining, 49% of Chongqing Iron and Steel Mining, 10% of Tiensheng Mining, and 60% of Tianbao Company [4] - The last phosphate mine, Laohudong, has a reserve of 370 million tons, and the company is focused on acquiring quality resources to enhance its integrated advantages [22] Group 2: Financial Performance and Market Strategy - In the first half of 2025, the company achieved revenue of 1.063 billion yuan from industrial-grade monoammonium phosphate, a year-on-year increase of 13.55% [21] - The company aims to achieve a revenue target of 8.38 billion yuan in 2025 [20] - The company is committed to a development strategy based on "scarce resources + core technology + industrial integration + advanced mechanisms" to drive both internal growth and external mergers [4][9] Group 3: Production Capacity and Projects - The De'a project has a production capacity of 60,000 tons/year for lithium iron phosphate, which is fully operational, while the 100,000 tons/year phosphate project is nearing completion [8][19] - The company is actively advancing the construction of new energy material projects, including the De'a and Panzhihua projects, to meet market demands [21] - The company is focused on optimizing its supply chain and customer structure as part of its project development strategy [17] Group 4: Market Challenges and Management - The company's stock price has been affected by macroeconomic and industry factors, leading to concerns about market performance [4][11] - The company has established a value management system to enhance operational efficiency and shareholder returns [5][11] - There are no current plans for stock buybacks, but the company will disclose any future plans as required [11][10]

及半年度报告业绩说明会的公告 证券代码：002312 证券简称：川发龙蟒 公告编号：2025-048 四川发展龙蟒股份有限公司 关于参加四川辖区 2025 年投资者网上集体接待日 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。 二〇二五年九月八日 为进一步加强与投资者的互动交流，四川发展龙蟒股份有限公司（以下简称 "公司"）将参加由四川省上市公司协会、深圳市全景网络有限公司联合举办的 "四川辖区 2025 年投资者网上集体接待日及半年度报告业绩说明会"活动，现 将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演" （https://rs.p5w.net）参与本次互动交流，活动时间为 2025 年 9 月 12 日（周五） 14:00—17:00。届时公司董事长朱全芳先生，独立董事张怀岭先生，董事、董事 会秘书宋华梅女士及财务总监朱光辉先生（如遇特殊情况，人员可能会有调整） 将在线就公司 2025 年半年度业绩、公司治理、发展战略、经营状况、融资计划 和股权激励等投资者关心的问题进行回复，与投资者进行沟通与交流，欢迎广大 投资者 ...

Group 1 - The stock price of Chuanfa Longmang has declined by 0.45% to 11.10 CNY per share, with a total market capitalization of 20.972 billion CNY and a trading volume of 585 million CNY, reflecting a cumulative drop of 5.45% over the last three days [1] - Chuanfa Longmang's main business segments include financial service outsourcing (45.58% of revenue), industrial-grade monoammonium phosphate (22.61%), feed-grade dicalcium phosphate (12.62%), and other products [1] - The company was established on May 20, 1997, and went public on December 3, 2009, located in Chengdu, Sichuan Province [1] Group 2 - The top circulating shareholder of Chuanfa Longmang is the Bosera Chengyu Economic Circle ETF (159623), which entered the top ten shareholders in the second quarter, holding 2.6171 million shares, representing 0.15% of circulating shares [2] - The Bosera Chengyu Economic Circle ETF has experienced a floating loss of approximately 130,900 CNY today and a total floating loss of 1.6749 million CNY during the three-day decline [2] - The ETF was established on August 15, 2022, with a current size of 3.365 billion CNY, and has achieved a year-to-date return of 31.45% [2]

Company Overview - Sichuan Development Longmang Co., Ltd. is located in Chengdu, Sichuan Province, and was established on May 20, 1997, with its listing date on December 3, 2009 [2] - The company's main business includes financial service outsourcing, express delivery services, and phosphate fertilizers, with revenue composition as follows: fertilizer products 45.58%, industrial-grade monoammonium phosphate 22.61%, feed-grade dicalcium phosphate 12.62%, others 9.04%, trading products 8.44%, and new energy materials 1.71% [2] - The company belongs to the basic chemicals industry, specifically in agricultural chemical products, focusing on phosphate fertilizers and phosphate chemicals [2] Financial Performance - For the first half of 2025, the company achieved operating revenue of 4.7 billion yuan, representing a year-on-year growth of 16.77%, while the net profit attributable to shareholders decreased by 18.69% to 239 million yuan [2] - Since its A-share listing, the company has distributed a total of 1.027 billion yuan in dividends, with 853 million yuan distributed over the past three years [3] Stock Performance - As of September 3, the stock price of Sichuan Development Longmang fell by 2.00% to 11.25 yuan per share, with a trading volume of 294 million yuan and a turnover rate of 1.47%, resulting in a total market capitalization of 21.255 billion yuan [1] - Year-to-date, the stock has declined by 21.49%, with a slight decrease of 1.40% over the last five trading days and a marginal increase of 0.55% over the last 60 days [1] - The company has appeared on the trading leaderboard once this year, with the most recent occurrence on January 17, where it recorded a net purchase of 60.16 million yuan [1] Shareholder Structure - As of August 20, the number of shareholders decreased to 190,700, with an average of 9,226 circulating shares per person, which increased by 9.81% [2] - Notable institutional holdings include Southern CSI 500 ETF as the fourth largest shareholder with 16.8266 million shares, and Hong Kong Central Clearing Limited as the fifth largest shareholder with 10.5520 million shares, which increased by 2.0743 million shares compared to the previous period [3]