格隆汇12月29日｜川发龙蟒在互动平台表示，硫化工布局方面，公司德阿项目配套50万吨/年硫酸装 置，攀枝花项目配套30万吨/年硫酸装置，加之存量的90万吨/年硫酸装置，天宝公司50万吨/年硫酸装置 （硫铁矿制酸），公司合计拥有220万吨/年硫酸装置。 ...

Core Viewpoint - The company is experiencing strong production and sales of industrial-grade monoammonium phosphate, with a projected production increase in 2024 and strategic adjustments in market focus [1] Group 1: Production and Sales Performance - The company reports that its industrial-grade monoammonium phosphate is currently in a state of full production and sales [1] - The projected production for 2024 is 409,600 tons, representing an 18.98% year-on-year increase [1] - The company has successfully adjusted its domestic and international sales ratios to strengthen its market position [1] Group 2: Market Strategy and Growth - The company aims to respond to national price stabilization and supply assurance initiatives while maximizing efficiency [1] - In 2024, the domestic sales volume of industrial-grade monoammonium phosphate is expected to account for 54.38% of total sales, reflecting a 9.68% year-on-year growth [1] - The company is actively expanding its client base in the iron phosphate sector, with a projected 51.27% year-on-year increase in applications within the new energy materials field [1]

Core Viewpoint - The company is focused on sulfur procurement primarily for sulfuric acid production and as a raw material for wet-process phosphoric acid production, with significant sulfuric acid production capacity in place [1] Group 1: Sulfuric Acid Production Capacity - The company has a total sulfuric acid production capacity of 2.2 million tons per year, which includes a 500,000 tons/year sulfuric acid facility at the De'a project, a 300,000 tons/year facility at the Panzhihua project, and an existing 900,000 tons/year facility [1] - Additionally, the Tianbao company operates a 500,000 tons/year sulfuric acid facility using sulfur iron ore [1] Group 2: Current Operations and Future Plans - Currently, the company does not have any yellow phosphorus production capacity and has not yet initiated any business related to pentasulfide phosphorus [1] - There are inquiries regarding the company's ability to upgrade its capacity to produce ultra-pure yellow phosphorus, which is a key raw material for synthesizing solid-state battery electrolytes [3]

Core Viewpoint - The company has a total sulfuric acid production capacity of 1.7 million tons per year and is actively managing rising sulfur prices through various strategies [1] Group 1: Production Capacity and Procurement - The company has a total sulfuric acid production capacity of 1.7 million tons per year, along with an additional capacity of 500,000 tons per year for sulfur iron ore acid production [1] - The sulfur procurement price is determined by the market, and the company provides information on procurement volume and supply chain management in its periodic reports [1] Group 2: Response to Rising Sulfur Prices - The company is addressing the rising sulfur prices through several methods, including industry chain collaboration, leveraging a multi-resource circular economy involving sulfur, phosphorus, titanium, iron, lithium, and calcium [1] - The company is focusing on process optimization and lean management to drive technological innovation and enhance efficiency, aiming to reduce costs [1] - A price transmission mechanism is in place, where cost pressures for products like industrial-grade monoammonium phosphate are gradually passed on to end consumers [1] - The company will continue to monitor changes in the raw materials market and dynamically optimize its procurement strategy, with specific operational updates to be disclosed in announcements [1]

Group 1 - The company has a sulfuric acid production facility with a capacity of 300,000 tons per year at its subsidiary, Nanzhang Longmang [1] - The company confirmed that there are no plans to construct an additional sulfuric acid project with a capacity of 400,000 tons per year [1]

特别提示： 证券代码：002312 证券简称：川发龙蟒 公告编号：2025-070 四川发展龙蟒股份有限公司 关于部分限制性股票回购注销完成的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 1、四川发展龙蟒股份有限公司（以下简称"公司"）本次回购注销限制性 股票涉及 2021 年限制性股票激励计划（以下简称"2021 年激励计划"）激励对 象 174 名，回购注销限制性股票数量合计 162.9375 万股，占 2021 年限制性股票 激励计划授予限制性股票总数的 26.4027%，约占回购注销前公司股本总额的 0.0862%。 2、鉴于公司 2021 年激励计划中 5 名激励对象不再具备激励对象资格，根据 相关法律法规和公司 2021 年激励计划规定，对 5 名激励对象持有的已获授但尚 未解除限售的限制性股票予以回购注销。同时，由于 2021 年激励计划首次及预 留授予部分第三个解除限售期公司层面业绩考核目标未达成，公司对首次及预留 授予部分的 169 名激励对象持有的第三个解除限售期计划解除限售的限制性股 票予以回购注销。本次回购金额为 13,698,6 ...

Core Viewpoint - SanTai Holdings reported significant growth in its 2020 semi-annual report, with a revenue increase of 554.8% year-on-year, reaching 2.45 billion yuan, and a net profit of 92.4 million yuan, marking a turnaround from losses [1] Group 1: Financial Performance - The company expects to achieve a net profit of 600 million to 680 million yuan in the first three quarters of 2020, indicating a substantial year-on-year improvement [1] - The revenue contributions from the phosphate chemical business and BPO business were 1.804 billion yuan and 332 million yuan, respectively, in the first half of the year [2] - The industrial-grade monoammonium phosphate generated 637 million yuan in revenue with a gross margin of 36.19% [2] Group 2: Business Operations - SanTai Holdings prioritized pandemic prevention while ensuring production continuity and advancing the comprehensive utilization project of phosphogypsum [1] - The company’s subsidiary, Longmang Dadi, has been focused on the phosphate chemical sector for 35 years, emphasizing green development and product optimization [1] - The recovery in prices and profitability of phosphate products since the second quarter has significantly contributed to the company's performance exceeding expectations [1] Group 3: Future Outlook - Longmang Dadi's phosphate chemical business is projected to contribute approximately 320 million yuan in net profit in the first three quarters of 2020, driven by increased sales of industrial-grade monoammonium phosphate and compound fertilizers, along with lower raw material costs [2] - The merger of Zhongyou Zhidi and Fengchao Technology is expected to eliminate the losses previously shared by SanTai Holdings, which amounted to about 170 million yuan last year [2] - The new entity post-merger is anticipated to enhance equity value and valuation, with an expected investment income of approximately 436 million yuan from Zhongyou Zhidi in the third quarter [2]

Group 1 - The core announcement from Chuanfa Longmang involves the approval of two significant proposals by the company's seventh board of directors during its fifteenth meeting [2] - The first proposal is to increase capital through a non-public offering to Sichuan Development Tiensheng Mining Co., Ltd., which is categorized as a related party transaction [2] - The second proposal focuses on investing in the construction of a project aimed at the harmless utilization of phosphogypsum [2]

格隆汇12月19日丨川发龙蟒(002312.SZ)公布，公司目前持有四川发展天盛矿业有限公司（简称"天盛矿 业"）10%股权，为支持天盛矿业小沟磷矿采选工程顺利推进，公司拟与四川省先进材料产业投资集团 有限公司（简称"先进材料集团"）、天盛矿业签署《增资扩股协议》，以2024年12月31日为基准日，分 别根据持股比例以非公开方式向天盛矿业增资5,555.5556万元，其中先进材料集团按照90%比例出资 5,000万元，公司按照10%比例出资555.5556万元。增资完成后，天盛矿业注册资本变更为155,555.5556 万元，各股东持股比例不发生变化。本次增资不涉及合并报表范围变更。 ...

格隆汇12月19日丨川发龙蟒(002312.SZ)公布，根据战略发展及生产经营需要，为进一步推动公司磷化 工产业持续稳健发展，拟通过旗下全资子公司四川中嘉筑鼎工程建设有限公司（简称"中嘉筑鼎"）投资 建设磷石膏无害化利用项目（一期）。中嘉筑鼎磷石膏无害化利用项目分两期建设，一期投资建设150 万吨/年（干基）磷石膏无害化气膜贮存场；二期建设200万吨/年（干基）磷石膏筑路材料装置，建成 后主要为公司新市基地磷石膏无害化利用提供支持。现计划投资项目一期，投资金额为1.84亿元，项目 二期后期根据情况另行决策。 ...