证券代码：002748 证券简称：世龙实业 公告编号：2026-003 江西世龙实业股份有限公司 关于控股股东的一致行动人减持计划期限届满 近日，公司收到电化高科出具的《关于减持计划期限届满暨实施情况的告知 函》，截至 2026 年 3 月 10 日，电化高科减持计划期限已届满，现将减持计划实 施情况公告如下： 一、股东减持情况 1、股东减持股份情况 | 股东名称 | 减持方式 | 减持股份来 | 减持期间 | | 减持均价（元 | 减持股数 | 减持比例 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 源 | | | /股） | （股） | （%） | | 江西电化 高科有限 | 集中竞价 | 首次公开发 | 2025 年 | 12 月 | 12.70 | 406,900 | 0.17 | | | 交易 | 行前股份 | 日 19 | | | | | | 责任公司 | | | | | | | | 2、股东本次减持前后持股情况 暨实施情况的公告 控股股东江西大龙实业有限公司及其一致行动人江西电化高科有限责任公司 保证向本公司提供的信息内容真实 ...

Group 1 - The stock price of Shilong Industrial (002748) has shown a fluctuating upward trend in the past 7 days, reaching 12.57 yuan as of February 12, 2026, with a cumulative increase of 1.95% over five days [1] - Despite a net outflow of 2.6831 million yuan in main funds, the turnover rate remains above 2.14%, indicating active trading [1] - On February 9, the stock price increased by 1.83%, and products under CITIC Prudential Fund reported a floating profit of 631,200 yuan, reflecting heightened short-term capital interest [1] Group 2 - The company released its 2025 annual performance forecast on January 28, 2026, expecting a net profit growth of over 50% year-on-year, driven by increased sales of AC blowing agents and thionyl chloride, along with a decrease in raw material costs [2] - The confirmed net profit attributable to shareholders for the first quarter of 2025 is 24.1741 million yuan, representing a year-on-year increase of 342.56%, with a gross margin rising to 15.3% [2] - The latest financial data shows a non-recurring net profit of 453,900 yuan for the third quarter of 2025, indicating a clear trend of profit recovery for the year [2] Group 3 - The chemical industry is experiencing multiple favorable factors, including price increases for disperse dyes (e.g., Zhejiang Longsheng (600352) reported a cumulative price increase of 5,000 yuan/ton for black dyes on February 8) and the implementation of pesticide export tax rebate policies, which are boosting sector sentiment [3] - UBS Securities notes a fundamental improvement in the supply-demand dynamics of the chemical industry, predicting an upward cycle from 2026 to 2028 [3] - As a fine chemical enterprise, Shilong Industrial's products such as AC blowing agents and thionyl chloride may indirectly benefit from industry-driven price increases due to cost factors [3]

Performance Forecast - The company expects a positive net profit for the year 2025, with an increase of over 50% compared to the previous year [2] - The performance forecast is based on preliminary calculations by the company's finance department and has not been audited [2] Reasons for Performance Changes - During the reporting period, the sales prices of various products showed a mixed trend, with slight increases in the prices of caustic soda and thionyl chloride, while prices for AC foaming agents and hydrogen peroxide decreased compared to the previous year [3] - The procurement prices of bulk raw materials also decreased year-on-year, leading to a stable overall gross profit margin [3] - The company has intensified its marketing efforts both domestically and internationally, resulting in year-on-year sales growth for key products such as AC foaming agents, caustic soda, thionyl chloride, and propionic acid [3] Asset Impairment Provision - The company has reduced the amount of asset impairment provisions compared to the previous year, contributing to the increase in profit [4] - For the year 2025, the company plans to recognize an asset impairment provision and credit impairment provision totaling 8.944 million yuan, with 7.7072 million yuan for asset impairment and 1.2368 million yuan for credit impairment [8][11] Impact of Impairment Provisions - The recognition of these provisions is expected to reduce the total profit for 2025 by 8.944 million yuan, which translates to a decrease of approximately 7.6024 million yuan in net profit attributable to shareholders, accounting for 29.05% of the audited net profit for 2024 [11]

证券日报网讯 1月27日，世龙实业发布公告称，公司预计2025年归属于上市公司股东的净利润盈利4， 900万元至6，500万元，上年同期盈利2，617.09万元，比上年同期增长87.23%至148.37%。 （编辑 王雪儿） ...

Group 1 - The company, Shilong Industrial, announced on January 27 that it plans to recognize asset impairment and credit impairment provisions of 8.944 million yuan for 2025, which is expected to reduce the total profit for 2025 by the same amount [1] - After considering the impact of income tax, the net profit attributable to shareholders of the listed company is expected to decrease by 7.6024 million yuan for 2025, accounting for 29.05% of the audited net profit attributable to shareholders for 2024 [1] Group 2 - International gold prices have surpassed 5,000 USD, marking a 280% increase over the past seven years, with experts indicating that the key factors for future trends will depend on the US dollar, the international monetary system, interest rate cuts, and technological revolutions [1]

证券代码：002748 证券简称：世龙实业 公告编号：2026-002 （二）本次计提减值准备的金额 本期计提资产减值准备和信用减值准备的资产项目主要为应收账款、其他应 收款及存货，经初步测试及评估分析，2025 年度公司拟计提减值准备 894.40 万 元，其中，计提资产减值准备 770.72 万元，计提信用减值准备 123.68 万元。具 体情况如下： 江西世龙实业股份有限公司 关于 2025 年度计提资产减值准备和信用 减值准备的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 江西世龙实业股份有限公司（以下简称"公司"）根据《企业会计准则》及 《深圳证券交易所股票上市规则》等有关规定，为真实、准确地反映公司截至 2025 年 12 月 31 日的财务状况和 2025 年度的经营成果，公司对存在减值迹象的 各类资产进行了减值测试。根据测试结果，基于谨慎性原则，公司 2025 年度计 提资产减值准备及信用减值准备金额为 894.40 万元。现将具体情况公告如下： 一、计提减值准备情况概述 （一）本次计提减值准备的原因 根据《企业会计准则》及《深圳证券交 ...

证券代码：002748 证券简称：世龙实业 公告编号：2026-001 江西世龙实业股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日 2、业绩预告情况：预计净利润为正值且属于同向上升 50%以上情形 | 项 目 | 本报告期 | 上年同期 | | | --- | --- | --- | --- | | 归属于上市公司股东 的净利润 | 万元 盈利：4,900 万元~6,500 | 盈利：2,617.09 | 万元 | | | 比上年同期增长：87.23%~148.37% | | | | 扣除非经常性损益后 的净利润 | 盈利：5,100 万元~6,700 万元 | 盈利：3,332.74 | 万元 | | | 比上年同期增长：53.03%~101.04% | | | | 基本每股收益 | 盈利：0.204 元/股~0.271 元/股 | 盈利：0.109 | 元/股 | 二、与会计师事务所沟通情况 董 事 会 另一方面， ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The report highlights the implementation of differentiated pricing for high-energy-consuming industries in Shaanxi Province, which may provide new policy ideas for combating internal competition [4][22] - BOPET prices have shown a strong upward trend, with some companies still expressing intentions to raise prices, although price stability is currently key [5][24] Summary by Sections Industry Trends - The chemical industry index outperformed the CSI 300 index by 2.24% this week, with 82.39% of stocks in the chemical sector rising [16] - The CCPI (China Chemical Product Price Index) increased by 1.25% this week [19] Key Industry Insights - The Shaanxi Province's proposal for differentiated electricity pricing for high-energy-consuming industries aims to phase out backward production capacity, which could benefit leading companies in the sector [4][22][23] - BOPET prices in East China reached 7,500-7,700 RMB/ton, with an average price of 7,556.25 RMB/ton, reflecting a weekly increase of 42.68 RMB/ton (0.57%) [5][24] Recommended and Beneficiary Stocks - Recommended stocks include leading chemical companies such as Wanhua Chemical, Hualu Hengsheng, and Hengli Petrochemical [7] - Beneficiary stocks include Xinjiang Tianye and Zhongtai Chemical in the calcium carbide and chlor-alkali sectors [23][36] Product Tracking - The price of urea increased by 1.46% to an average of 1,735 RMB/ton, while phosphate rock prices remained stable [40][41] - The market for viscose staple fiber is stable, with an average price of 12,800 RMB/ton, while demand remains weak [34]

Core Viewpoint - The company, Shilong Industrial (002748.SZ), has successfully renewed its status as a high-tech enterprise, which will allow it to benefit from preferential tax rates for the next three years [1] Group 1: High-Tech Enterprise Certification - The company received the "High-Tech Enterprise Certificate" issued by the Jiangxi Provincial Department of Science and Technology, Jiangxi Provincial Department of Finance, and the State Taxation Administration of Jiangxi Province [1] - The certificate is valid for three years, from October 29, 2025, to October 29, 2028 [1] - This renewal follows the expiration of the company's previous high-tech enterprise certification [1] Group 2: Tax Benefits - As a result of this certification, the company will enjoy a reduced corporate income tax rate of 15% for the years 2025, 2026, and 2027 [1] - This tax benefit is in accordance with the Corporate Income Tax Law of the People's Republic of China and relevant tax regulations for high-tech enterprises [1]

证券代码：002748 证券简称：世龙实业 公告编号：2025-044 江西世龙实业股份有限公司 关于公司获得高新技术企业证书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 江西世龙实业股份有限公司（以下简称"公司"）于近日收到江西省科学技 术厅、江西省财政厅和国家税务总局江西省税务局联合颁发的《高新技术企业证 书》（证书编号：GR202536000822），发证时间为 2025 年 10 月 29 日，有效期三 年。 本次系公司原高新技术企业证书有效期满后再次获得高新技术企业认定。根 据《中华人民共和国企业所得税法》以及国家对高新技术企业的相关税收规定， 公司自本次通过高新技术企业认定起，连续三年（即 2025 年、2026 年、2027 年）可享受国家关于高新技术企业的相关税收优惠政策，即按 15%的税率缴纳企 业所得税。 公司 2025 年度已按照 15%的税率计缴企业所得税，上述事项不会对公司当 期经营业绩产生重大影响。 特此公告。 江西世龙实业股份有限公司 2025 年 12 月 29 日 董 事 会 ...