2月24日，川发龙蟒涨5.6%，截至发稿，报12.25元/股，成交5897.36万元，换手率0.26%，总市值231.24 亿元。 截至发稿，罗文杰累计任职时间12年312天，现任基金资产总规模1713.58亿元，任职期间最佳基金回报 185.44%， 任职期间最差基金回报-47.6%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，南方基金旗下1只基金位居川发龙蟒十大流通股东。南方中证500ETF（510500）三季度减持 36.37万股，持有股数1646.29万股，占流通股的比例为0.87%。根据测算，今日浮盈赚取约1070.09万 元。 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1446.9亿。今年以来收益11.22%，同类 排名697/5580；近一年收益43.16%，同类排名1275/4297；成立以来收益179.88%。 南方中证500ETF（510500）基 ...

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Core Viewpoint - The company is progressing as planned in the construction of production capacity in the new energy materials sector, specifically in lithium iron phosphate production [1] Group 1: Production Capacity Developments - The De'a Industrial Park's 60,000 tons/year lithium iron phosphate facility has achieved mass production and sales [1] - The De'a project's 100,000 tons/year lithium iron phosphate facility has successfully completed trial operations and is now in production [1] - The Panzhihua project's 50,000 tons/year lithium iron phosphate facility has also achieved mass production and sales [1]

Group 1 - The core viewpoint of the article highlights that Chuanfa Longmang has significant phosphate resources and production capacity, indicating a strong position in the market [1] - The company currently holds a total phosphate resource reserve of approximately 130 million tons across its subsidiaries Tianrui Mining, Baizhu Phosphate Mine, and Banzazi Phosphate Mine [1] - The raw ore production capacity of the company is reported to be 4.1 million tons per year [1] Group 2 - According to Baichuan Yinfu data, the average price of 30% grade phosphate rock is expected to be around 1016 yuan per ton in 2025 [1] - The industry is anticipated to maintain a tight supply-demand balance, which may support a high price level for phosphate rock [1]

Group 1: Company Overview - Sichuan Development Longmang Co., Ltd. introduced its main business, recent major projects, mineral resources, strategic planning, and core advantages during the investor relations activity [2][3]. Group 2: Product Pricing and Market Conditions - The current market price for 73% industrial-grade monoammonium phosphate is approximately ¥6,500 per ton, while feed-grade dicalcium phosphate is around ¥3,900 per ton [3]. - The company faces increased cost pressure due to rising sulfur prices, which are influenced by supply-demand dynamics [3]. Group 3: Phosphate Resource and Production Capacity - The company has a total phosphate resource reserve of approximately 1.3 billion tons, with an annual production capacity of 4.1 million tons [3]. - The price of 30% grade phosphate rock is expected to maintain a high level, with a projected average price of ¥1,016 per ton in 2025 [3]. Group 4: Strategic Asset Acquisition - The company acquired a 10% stake in Tian Sheng Mining, a subsidiary of its controlling shareholder, which includes a phosphate mine with an estimated resource of approximately 1 billion tons and a designed production capacity of 4.55 million tons per year [3]. - The company is also involved in the Tiger Cave phosphate mine, which has a resource reserve of about 0.75 billion tons and a designed capacity of 3.75 million tons per year [3]. Group 5: Lithium and New Energy Projects - The company is investing ¥366 million in a 100,000 tons/year lithium dihydrogen phosphate project to enhance its new energy materials business [4]. - The company has successfully launched a 60,000 tons/year lithium iron phosphate facility and is collaborating on a 175,000 tons/year high-density lithium iron phosphate project [4]. Group 6: Lithium Resource Development - The company is focusing on securing lithium resources, with ongoing exploration at the Simaozuo lithium spodumene mine, which has an estimated Li2O resource of 14,927 tons [4].

Group 1 - The company, Chuanfa Longmang, reported that as of January 30, 2026, the total number of shareholders is 153,599 [2]

Group 1 - Sichuan Development Longmang Co., Ltd. experienced a decline of 5.03%, with a current stock price of 11.71 yuan per share, a trading volume of 597 million yuan, a turnover rate of 2.66%, and a total market capitalization of 22.105 billion yuan [1] - The company, established on May 20, 1997, and listed on December 3, 2009, is located in Chengdu, Sichuan Province, and its main business includes financial service outsourcing, express delivery services, and phosphate fertilizers [1] - The revenue composition of the company's main business includes: fertilizer products 45.58%, industrial-grade monoammonium phosphate 22.61%, feed-grade dicalcium phosphate 12.62%, other products 9.04%, trading products 8.44%, and new energy materials 1.71% [1] Group 2 - Penghua Fund's Penghua CSI Sub-Industry Chemical Theme ETF Link A (014942) entered the top ten circulating shareholders of Sichuan Development Longmang, holding 16.9896 million shares, accounting for 0.9% of circulating shares, with an estimated floating loss of approximately 10.5336 million yuan [2] - The fund was established on March 8, 2022, with a latest scale of 116 million yuan, and has achieved a year-to-date return of 10.52%, ranking 1107 out of 5580 in its category, and a one-year return of 55.35%, ranking 980 out of 4286 [2] Group 3 - The fund manager of Penghua CSI Sub-Industry Chemical Theme ETF Link A is Yan Dong, who has a cumulative tenure of 6 years and 323 days, with a total fund asset size of 21.796 billion yuan [3] - During Yan Dong's tenure, the best fund return was 456.3%, while the worst return was -40.74% [3]

Group 1 - The company held its 17th meeting of the 7th Board of Directors on January 23, 2026, with all 9 directors present, and the meeting was conducted legally and effectively [2][4] - The Board approved the adjustment of the company's organizational structure to enhance operational efficiency, including the establishment of a Risk Control and Legal Department and the cancellation of the New Energy Division [3][4] - The Board approved the estimated daily related party transaction amount for 2026, which is projected to be RMB 86.6 million [5][6] Group 2 - The Board approved revisions to several internal management systems, including the management of stock trading by directors and senior management, authorization to the management team, insider information registration, and annual report disclosure error accountability [7][9][12][15][18][21][23][26][29][32][35][38][41] - The newly established "Entrusted Financial Management System" aims to regulate the company's entrusted financial activities and improve fund utilization efficiency [41][43] Group 3 - The company disclosed that the estimated daily related party transactions for 2026 do not exceed 5% of the latest audited net assets, thus not requiring shareholder approval [47] - The company maintains that the related party transactions are based on normal business needs and will not adversely affect the company's financial status or operational results [58][59]

Group 1 - The chemical sector continues to show strong performance, with the chemical ETF (516020) experiencing a price increase of 1.03% and reaching a new high since July 2022 [1][8] - Key stocks in the sector, such as Dongfang Shenghong and Chuanfa Longmang, saw significant gains, with increases exceeding 6% [1][8] - The chemical ETF has attracted substantial investment, with net subscriptions of nearly 1.2 billion yuan over the last five trading days and over 1.45 billion yuan in the last ten days [10] Group 2 - Since the beginning of 2025, the chemical ETF's underlying index has achieved a cumulative increase of 58.91%, outperforming major A-share indices like the Shanghai Composite Index (23.4%) and the CSI 300 Index (19.51%) [3][10] - The chemical industry is currently at the bottom of a four-year down cycle, with indicators suggesting a potential turnaround in 2026 [12] - The China Chemical Product Price Index (CCPI) reported a significant decline of 39% from its peak in 2021, indicating that the industry is at historical low levels [12]

Group 1 - The core point of the article is that the Bioeconomy Index (970038) closed at 2265.67 points, reflecting a 1.27% increase with a trading volume of 29.339 billion yuan and a turnover rate of 2.49% [1] - Among the constituent stocks of the Bioeconomy Index, 41 stocks rose, with Chuanfa Longmang leading the gains at 6.34%, while 8 stocks declined, with Shenke Technology leading the losses at 2.98% [1] Group 2 - In terms of capital flow, the Bioeconomy Index saw a net inflow of 541 million yuan from main funds, while retail funds experienced a net outflow of 223 million yuan and speculative funds had a net outflow of 318 million yuan [2] - Detailed capital flow information for the constituent stocks is available in the accompanying table [2]