登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002601 证券简称：龙佰集团 公告编号：2025-043 龙佰集团股份有限公司 关于襄阳子公司发生安全事故的公告 公司向本次事故罹难人员表示沉痛哀悼，向罹难人员家属表示诚挚歉意，公司已成立专项工作小组进行 相关善后工作，并将督促龙佰襄阳按照相关要求尽快完成整改工作。预计前述事项对公司的持续生产经 营能力不会造成重大影响。 公司将根据本次事故的进展，按照相关信息披露规则要求及时履行信息披露义务，敬请广大投资者注意 投资风险。 特此公告。 龙佰集团股份有限公司董事会 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。 2025年9月8日 一、事故基本情况 2025年9月2日晚，龙佰集团股份有限公司（以下简称"公司"）全资子公司龙佰襄阳钛业有限公司（以下 简称"龙佰襄阳"）硫酸生产线发生一起安全事故，导致2人死亡，3人送医经抢救无效死亡，1人经手术 治疗后目前生命体征平稳。事故发生后，龙佰襄阳启动应急预案，采取各项紧急应对措施，组织抢救工 作，及时按相关程序上报当地政府及各相关部门，并积极配合完成相关工作。 ...

【#龙佰集团子公司硫酸生产线发生事故致5人死亡#】9月8日，龙佰集团(002601.SZ)公告称，公司全资 子公司龙佰襄阳钛业有限公司硫酸生产线于9月2日晚发生安全事故，导致2人死亡，3人送医经抢救无效 死亡，1人经手术治疗后目前生命体征平稳。龙佰襄阳已按照政府有关要求进行有序停产，全面排查安 全隐患。公司已成立专项工作小组进行相关善后工作，并将督促龙佰襄阳按照相关要求尽快完成整改工 作。预计前述事项对公司的持续生产经营能力不会造成重大影响。（每经，德塔） ...

Core Viewpoint - Longbai Group announced a safety accident at its subsidiary Longbai Xiangyang Titanium Industry, resulting in 5 fatalities, with the company stating that this incident will not significantly impact its ongoing production capabilities [1][4][10] Company Overview - Longbai Group is a large industrial group focused on new material research and manufacturing, listed on the Shenzhen Stock Exchange with the stock code 002601. The company has an annual titanium dioxide production capacity of 1.51 million tons and sponge titanium capacity of 80,000 tons, ranking among the top globally [4] - In 2024, Longbai Group reported revenue of 27.513 billion yuan and a net profit of 2.169 billion yuan, receiving multiple accolades including being listed in the Hurun China 500 and as a national manufacturing single champion enterprise [4] Financial Performance - For the first half of 2025, Longbai Group's revenue was 13.331 billion yuan, a decrease of 3.34% year-on-year, while net profit attributable to shareholders was 1.385 billion yuan, down 19.53% year-on-year. However, net cash flow from operating activities increased by 10.84% to 1.520 billion yuan [6] - The revenue composition showed that titanium dioxide revenue was 8.664 billion yuan, accounting for 64.99% of total revenue, a decrease of 7.68% compared to the previous year. Sponge titanium revenue increased by 12.96% to 1.490 billion yuan [6] Production and Market Conditions - In the first half of 2025, Longbai Group produced 682,200 tons of titanium dioxide, a year-on-year increase of 5.02%. The production of sulfuric acid titanium dioxide was 463,500 tons, up 2.16%, while chlorination titanium dioxide production rose by 11.64% to 218,700 tons [8] - Sulfuric acid is a significant cost item for Longbai Group, with domestic sulfuric acid prices rising sharply in 2025. Prices increased from approximately 400 yuan/ton at the beginning of the year to around 700 yuan/ton by late March, with some regions experiencing price increases of up to 90% [8]

Core Points - Longbai Group's subsidiary, Longbai Xiangyang Titanium Industry Co., Ltd., experienced a safety accident on September 2, resulting in 2 fatalities and 3 individuals who were sent to the hospital but unfortunately did not survive, while 1 person is currently stable after surgery [1] - Following the incident, Longbai Xiangyang received a "Site Handling Measures Decision" from local emergency management on September 5, mandating a "temporary suspension for rectification" [1] - Longbai Xiangyang is one of the main production bases for the company's primary product, titanium dioxide, and has begun an orderly shutdown in compliance with government requirements to conduct a comprehensive safety hazard inspection [1] Company Overview - Longbai Group is headquartered in Jiaozuo, Henan, and is a large industrial group focused on the research, development, manufacturing, and integration of new materials [4]

【导读】沉痛哀悼！龙佰集团子公司发生安全事故致5人死亡 9月8日，龙佰集团（002601）发布公告称，公司全资子公司龙佰襄阳钛业有限公司（以下简称龙佰襄阳）硫酸生产线于9月2日晚发生安全事故，导致2人 死亡，3人送医经抢救无效死亡，1人经手术治疗后目前生命体征平稳。 龙佰集团向本次事故罹难人员表示沉痛哀悼，向罹难人员家属表示诚挚歉意。目前，龙佰襄阳已有序停产。 子公司发生安全事故致5人死亡 龙佰集团：沉痛哀悼 9月8日，龙佰集团发布公告称，公司全资子公司龙佰襄阳硫酸生产线于9月2日发生一起安全事故，导致2人死亡，3人送医经抢救无效死亡，1人经手术治 疗后目前生命体征平稳。 龙佰集团向本次事故罹难人员表示沉痛哀悼，向罹难人员家属表示诚挚歉意。龙佰集团表示，公司已成立专项工作小组进行相关善后工作，并将督促龙佰 襄阳按照相关要求尽快完成整改工作。预计前述事项对公司的持续生产经营能力不会造成重大影响。 根据公告，事故发生后，龙佰襄阳启动应急预案，采取各项紧急应对措施，组织抢救工作，及时按相关程序上报当地政府及各相关部门，并积极配合完成 相关工作。龙佰襄阳于2025年9月5日收到当地应急管理部门下发的《现场处理措施决定 ...

Investment Rating - The report maintains a "Buy" rating for Longbai Group, expecting the stock price to outperform the industry index by over 15% in the next six months [5][11]. Core Views - The company's short-term performance is negatively impacted by the decline in product prices, particularly titanium dioxide, but there is optimism regarding the enhancement of titanium ore resource reserves [1][10]. - The company is actively pursuing an overseas expansion strategy to mitigate the impact of anti-dumping duties imposed by various countries [10][11]. Financial Performance Summary - **Revenue Forecast**: Projected revenues for 2025-2027 are 29.26 billion, 32.24 billion, and 34.07 billion yuan, with year-on-year growth rates of 6.3%, 10.2%, and 5.7% respectively [11]. - **Net Profit Forecast**: Expected net profits for the same period are 2.94 billion, 3.56 billion, and 4.23 billion yuan, with growth rates of 35.7%, 20.8%, and 18.9% respectively [11]. - **Earnings Per Share (EPS)**: EPS is projected to be 1.23, 1.49, and 1.77 yuan for 2025, 2026, and 2027 respectively [11]. Product Performance Summary - **Sales and Production**: In the first half of 2025, the company reported revenues of 8.664 billion, 1.49 billion, and 1.169 billion yuan from titanium dioxide, sponge titanium, and iron products, with year-on-year changes of -7.68%, 12.96%, and 10.61% respectively [2][3]. - **Price Trends**: The average prices for titanium dioxide products decreased significantly in the first half of 2025, with a decline of 13.32% for sulfate titanium dioxide and 7.23% for chloride titanium dioxide [2]. Cost and Expense Summary - **Cost Management**: The company experienced a decrease in sales expenses by 15.84% and financial expenses by 55.23% in the first half of 2025, while management expenses increased by 12.83% [3]. - **Gross Margin**: The gross margin for titanium dioxide products was reported at 27.11%, reflecting a year-on-year decrease of 6.40 percentage points [2]. Strategic Initiatives - **Resource Expansion**: The company is advancing its upstream titanium ore projects, aiming to enhance its resource reserves and integrate its industrial chain [9][11]. - **International Strategy**: In response to anti-dumping investigations, the company is implementing an overseas strategy to establish production facilities closer to end markets, thereby reducing exposure to high tariffs [10].

证券代码：002601 证券简称：龙佰集团 公告编号：2025-043 龙佰集团股份有限公司 龙佰襄阳于 2025 年 9 月 5 日收到当地应急管理部门下发的《现场处理措施 决定书》，责令"暂时停业整顿"。为防范次生事故发生，配合事故原因调查， 龙佰襄阳已按照政府有关要求进行有序停产，全面排查安全隐患。 二、对公司的影响 龙佰襄阳为公司主营产品钛白粉的生产基地之一，目前已按照政府有关要求 进行有序停产。公司其他各子公司生产经营正常。 公司向本次事故罹难人员表示沉痛哀悼，向罹难人员家属表示诚挚歉意，公 司已成立专项工作小组进行相关善后工作，并将督促龙佰襄阳按照相关要求尽快 完成整改工作。预计前述事项对公司的持续生产经营能力不会造成重大影响。 公司将根据本次事故的进展，按照相关信息披露规则要求及时履行信息披露 义务，敬请广大投资者注意投资风险。 特此公告。 关于襄阳子公司发生安全事故的公告 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。 一、事故基本情况 2025 年 9 月 2 日晚，龙佰集团股份有限公司（以下简称"公司"）全资子 公司龙佰襄阳钛业有限公司（以 ...

【龙佰集团：子公司发生安全事故致5人死亡 已暂时停业整顿】智通财经9月8日电，龙佰集团 (002601.SZ)公告称，公司全资子公司龙佰襄阳钛业有限公司硫酸生产线于9月2日晚发生安全事故，导 致2人死亡，3人送医经抢救无效死亡，1人经手术治疗后目前生命体征平稳。龙佰襄阳已按照政府有关 要求进行有序停产，全面排查安全隐患。公司已成立专项工作小组进行相关善后工作，并将督促龙佰襄 阳按照相关要求尽快完成整改工作。预计前述事项对公司的持续生产经营能力不会造成重大影响。 转自：智通财经 ...

龙佰襄阳于2025年9月5日收到当地应急管理部门下发的《现场处理措施决定书》，责令"暂时停业整 顿"。为防范次生事故发生，配合事故原因调查，龙佰襄阳已按照政府有关要求进行有序停产，全面排 查安全隐患。 格隆汇9月8日丨龙佰集团(002601.SZ)公布，2025年9月2日晚，龙佰集团股份有限公司全资子公司龙佰 襄阳钛业有限公司(简称"龙佰襄阳")硫酸生产线发生一起安全事故，导致2人死亡，3人送医经抢救无效 死亡，1人经手术治疗后目前生命体征平稳。事故发生后，龙佰襄阳启动应急预案，采取各项紧急应对 措施，组织抢救工作，及时按相关程序上报当地政府及各相关部门，并积极配合完成相关工作。 ...

Core Viewpoint - Longbai Group's subsidiary experienced a safety incident resulting in multiple fatalities, leading to a temporary shutdown for safety inspections and investigations [1] Group 1: Incident Details - On September 2, a safety accident occurred at Longbai Xiangyang's sulfuric acid production line, resulting in 2 deaths and 3 individuals sent to the hospital who later died despite rescue efforts [1] - One individual is currently stable after undergoing surgery [1] Group 2: Company Response - Longbai Xiangyang received a "Site Handling Measures Decision" from local emergency management on September 5, mandating a "temporary shutdown for rectification" [1] - The company is conducting an orderly shutdown and comprehensive safety hazard inspections in compliance with government requirements to prevent secondary accidents [1] Group 3: Operational Impact - Longbai Xiangyang is one of the main production bases for the company's primary product, titanium dioxide [1] - Other subsidiaries of the company are operating normally [1]