Group 1 - The core point of the article is that Longbai Group plans to increase the capital of its wholly-owned subsidiary, Gansu Baililian Chemical Co., Ltd., by 400 million RMB to enhance its financial strength and operational capabilities [1] - The company intends to use 130 million RMB from a new policy financial instrument provided by the Export-Import Bank of China, which has an 8-year term and will have an interest rate based on the self-regulatory mechanism of banks for the same term [1] - As of the first half of 2025, Longbai Group's revenue composition shows that the chemical raw materials and chemical products manufacturing industry accounts for 95.34% of its total revenue, while other businesses contribute 4.58% [1] Group 2 - Longbai Group's market capitalization is reported to be 45.7 billion RMB [1]

Group 1 - Longbai Group (SZ 002601) held its 23rd meeting of the 8th Board of Directors on October 27, 2025, through a combination of remote and on-site voting, discussing the proposal to amend certain governance systems [1] - For the first half of 2025, Longbai Group's revenue composition was 95.34% from the manufacturing of chemical raw materials and chemical products, with other businesses accounting for 4.58% [1] - As of the report date, Longbai Group's market capitalization was 45.7 billion yuan [1]

Core Insights - The Penghua CSI Sub-segment Chemical Industry Theme ETF, managed by Yan Dong, reported a net value growth rate of 20.09% over the past year [1] Fund Holdings Summary - New additions to the top ten holdings include Tianqi Lithium (天赐材料) and Jinhai Technology (金发科技) [1] - The largest holding, Wanhua Chemical (万华化学), saw an increase in shares by 2,550.77 million, representing a 935.31% increase [1] - Other significant increases in holdings include: - Yanhua Co. (盐湖股份) with a 937.21% increase, totaling 55.62 million shares valued at 1.16 billion [1] - Juhua Co. (巨化股份) with a 937.15% increase, totaling 20.27 million shares valued at 0.81 billion [1] - Cangge Mining (藏格矿业) with a 934.67% increase, totaling 11.76 million shares valued at 0.69 billion [1] - Hualu Hengsheng (华鲁恒升) with a 935.53% increase, totaling 22.28 million shares valued at 0.59 billion [1] - Baofeng Energy (宝丰能源) with a 935.77% increase, totaling 32.99 million shares valued at 0.59 billion [1] - Hengli Petrochemical (恒力石化) with a 936.43% increase, totaling 31.68 million shares valued at 0.54 billion [1] - Yuntianhua (云天化) with a 938.2% increase, totaling 19.18 million shares valued at 0.51 billion [1] - Satellite Chemical (卫星化学) and Longbai Group (龙佰集团) exited the top ten holdings [1]

格隆汇10月27日丨龙佰集团(002601.SZ)公布三季度报告，前三季营业收入194.36亿元，同比下降 6.86%，归属于上市公司股东的净利润16.74亿元，同比下降34.68%，归属于上市公司股东的扣除非经常 性损益的净利润16.18亿元，同比下降35.97%。 ...

证券代码：002601 证券简称：龙佰集团 公告编号：2025-052 龙佰集团股份有限公司 第八届监事会第二十三次会议决议公告 本公司及监事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、监事会会议召开情况 龙佰集团股份有限公司（以下简称"公司"）第八届监事会第二十三次会议 于 2025 年 10 月 27 日（周一）以通讯表决和现场表决相结合的方式召开。本次 监事会的会议通知和议案已于 2025 年 10 月 20 日按《公司章程》规定以书面送 达或电子邮件的方式发送至全体监事。会议应参加表决监事 3 人，实际参加表决 监事 3 人。会议由监事会主席张海涛先生主持，会议的召开符合有关法律、行政 法规、部门规章、规范性文件和公司章程的规定，会议表决合法有效。 二、监事会会议审议情况 本次监事会会议审议通过了如下议案： 1、审议通过《2025 年第三季度报告》。 经审核，监事会认为：公司 2025 年第三季度报告的编制和审议程序符合法 律、行政法规和公司管理制度的规定，报告的内容和格式符合中国证监会和深圳 证券交易所的各项规定，所包含的信息能够真实地反映公司 2025 ...

证券代码：002601 证券简称：龙佰集团 公告编号：2025-051 龙佰集团股份有限公司 第八届董事会第二十三次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 龙佰集团股份有限公司（以下简称"公司"）第八届董事会第二十三次会议 于 2025 年 10 月 27 日（周一）以通讯表决和现场表决相结合的方式召开。本次 董事会的会议通知和议案已于 2025 年 10 月 20 日按《公司章程》规定以书面送 达或电子邮件的方式发送至全体董事。本次会议应出席董事 9 人，实际出席董事 9 人。会议由董事长和奔流先生主持，会议的召开和表决符合有关法律、行政法 规、部门规章、规范性文件和公司章程的规定，会议表决合法有效。 二、董事会会议审议情况 - 1 - 3、审议通过《关于续聘会计师事务所的议案》，并同意提交 2025 年第二次 临时股东大会审议。 关于本议案具体内容详见公司指定信息披露媒体《中国证券报》《证券时报》 《上海证券报》及巨潮资讯网（www.cninfo.com.cn）《关于续聘会计师事务所的 公告》。 本次董事会会议 ...

龙佰集团股份有限公司 关于 2025 年第三季度利润分配预案的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 龙佰集团股份有限公司（以下简称"公司"）于 2025 年 10 月 27 日召开第 八届董事会第二十三次会议、第八届监事会第二十三次会议，审议通过了《关于 2025 年第三季度利润分配预案的议案》，本议案已经公司独立董事专门会议审 议通过，尚需提交公司 2025 年第二次临时股东大会审议。现将公司 2025 年第三 季度利润分配预案具体情况公告如下： 证券代码：002601 证券简称：龙佰集团 公告编号：2025-054 公司于 2025 年 10 月 27 日召开第八届董事会第二十三次会议，审议通过了 《关于 2025 年第三季度利润分配预案的议案》。董事会认为：本次利润分配预 案充分考虑了公司实际经营盈利状况，兼顾了公司股东的合理投资回报和公司的 中远期发展规划，符合《公司法》《公司章程》《公司未来三年（2023-2025 年） 股东回报规划》中关于利润分配的相关规定，同意将该议案提交公司 2025 年第 二次临时股东大会审议。 （二）监事会 ...

Core Viewpoint - The announcement reveals that shareholder Tan Ruiqing has postponed the pledge of 0.29% of the company's shares, amounting to 7 million shares, while also releasing 1 million shares from pledge [1] Summary by Categories Shareholder Pledge - Tan Ruiqing has postponed the pledge of 7 million shares, which represents 0.29% of the total share capital of the company [1] - After the postponement, the total pledged shares by Tan Ruiqing account for 3.55% of his total holdings [1] Share Release - Tan Ruiqing has released 1 million shares from pledge, which is 0.51% of his total holdings and 0.04% of the company's total share capital [1]

Financial Performance - The company's revenue for Q3 2025 was ¥6,104,943,524.71, a decrease of 13.71% compared to the same period last year[7]. - Net profit attributable to shareholders was ¥289,194,713.70, down 65.66% year-on-year[7]. - The basic earnings per share decreased to ¥0.12, a decline of 66.11% compared to the previous year[7]. - Total operating revenue for the current period was ¥19,450,670,990.76, a decrease of 6.84% compared to ¥20,884,897,227.84 in the previous period[26]. - Net profit attributable to shareholders of the parent company decreased to ¥1,674,452,840.92, down 34.69% from ¥2,563,655,212.73 in the previous period[28]. - Operating profit for the current period was ¥2,049,733,641.08, a decline of 34.61% compared to ¥3,135,042,159.06 in the previous period[27]. Assets and Liabilities - Total assets at the end of the reporting period were ¥64,048,699,678.48, representing a decrease of 3.25% from the end of the previous year[8]. - The company's total assets amount to ¥64,048,699,678.48, while total liabilities are ¥37,888,934,163.27, resulting in total equity of ¥26,159,765,515.21[22][23]. - Cash and cash equivalents stand at ¥7,032,998,393.03, a decrease from ¥8,399,052,797.14 in the previous period[21]. - Accounts receivable is reported at ¥3,479,605,590.94, slightly down from ¥3,553,318,594.68[21]. - Inventory has increased to ¥7,853,737,262.91 from ¥7,736,809,246.16[21]. - Short-term borrowings are reported at ¥9,014,788,092.98, compared to ¥9,368,214,813.78 in the previous period[22]. - Long-term borrowings have risen to ¥11,869,845,583.53 from ¥9,212,678,697.65[23]. - The company has a total of 42,201,993,684.11 in non-current assets, down from 43,363,070,085.09[22]. Cash Flow - The company’s net cash flow from operating activities for the year-to-date was ¥2,538,859,737.92, down 2.07%[7]. - The net cash flow from operating activities was ¥2,538,859,737.92, slightly down from ¥2,592,443,505.06 in the previous period[30]. - Cash inflow from investment activities increased by 71.62% to ¥602,616,293.01, primarily due to increased cash received from investment recoveries[15]. - Cash inflow from investment activities totaled $602.62 million, up from $351.13 million year-over-year[31]. - Cash outflow for the acquisition of fixed assets and intangible assets was $1.36 billion, compared to $1.26 billion in the previous year[31]. - Net cash flow from investment activities was -$1.08 billion, slightly worse than -$1.08 billion in the prior year[31]. - Total cash inflow from financing activities reached $18.54 billion, an increase from $18.06 billion year-over-year[31]. - Cash outflow for debt repayment was $7.48 billion, down from $8.57 billion in the previous year[31]. - Net cash flow from financing activities was -$1.16 billion, compared to -$888.61 million in the previous year[31]. - The net increase in cash and cash equivalents was $365.67 million, down from $687.92 million year-over-year[31]. - The ending balance of cash and cash equivalents was $3.07 billion, compared to $2.29 billion in the previous year[31]. Shareholder Information - The total number of common shareholders at the end of the reporting period is 86,185[17]. - The largest shareholder, Xu Ran, holds 20.95% of shares, totaling 500,000,000 shares, with 375,000,000 shares under lock-up and 228,130,000 shares pledged[17]. - The second-largest shareholder, Tan Ruiqing, owns 8.27% of shares, amounting to 197,384,705 shares, with 84,760,000 shares pledged[17]. Tax and Expenses - The company reported a decrease in income tax expenses by 36.81% to ¥368,470,606.55, reflecting a reduction in tax liabilities[14]. - The company reported a tax expense of ¥368,470,606.55, down from ¥583,136,576.52 in the previous period[27]. - Research and development expenses were ¥847,513,170.48, a decrease of 3.93% from ¥876,360,271.07 in the previous period[27]. Other Information - The company reported a significant increase in long-term receivables, rising by 3422.16% to ¥76,710,452.39 due to increased financing lease receivables[12]. - Investment income from associates and joint ventures improved to ¥2,245,024.85, a change of -165.03% year-on-year[14]. - Other comprehensive income after tax attributable to the parent company was -¥16,970,580.88, compared to -¥42,183,170.93 in the previous period[28]. - The third quarter financial report was not audited[32]. - The company will implement new accounting standards starting in 2025[32].

龙佰集团股份有限公司 董事和高级管理人员所持公司股份及其变动管理制度 第一章 总则 第一条 为加强对龙佰集团股份有限公司（以下简称"公司"或"本公司"） 董事和高级管理人员所持本公司股份及其变动的管理，维护证券市场秩序，根据 《中华人民共和国公司法》（以下简称《公司法》）、《中华人民共和国证券法》（以 下简称《证券法》）、《上市公司股东减持股份管理暂行办法》《上市公司董事和高 级管理人员所持本公司股份及其变动管理规则》《深圳证券交易所股票上市规则》 《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规范运作》 《深圳证券交易所上市公司自律监管指引第 10 号——股份变动管理》《深圳证券 交易所上市公司自律监管指引第 18 号——股东及董事、高级管理人员减持股份》 等法律、行政法规、部门规章及规范性文件以及《龙佰集团股份有限公司章程》 （以下简称《公司章程》）的有关规定和要求，结合公司的实际情况，特制定本 《龙佰集团股份有限公司董事和高级管理人员所持公司股份及其变动管理制度》 （以下简称"本《制度》"）。 第二条 公司董事和高级管理人员应当遵守《公司法》《证券法》和有关法 律、行政法规、中国证监会规 ...