化工行业近期迎来多重利好：分散染料价格上调（如浙江龙盛（600352）2月8日黑染料报价累计涨5000 元/吨），农药出口退税政策落地，推动板块情绪升温。瑞银证券指出，化工行业供需格局根本性改 善，2026—2028年将开启上行周期。世龙实业作为精细化工企业，其AC发泡剂、氯化亚砜等产品可能 间接受益于行业成本驱动型涨价。 经济观察网 世龙实业（002748）股价在最近7日内呈现震荡上行态势，截至2026年02月12日最新股价为 12.57元，5日累计涨幅1.95%。期间主力资金净流出268.31万元，但换手率维持在2.14%以上，显示交投 活跃。02月09日股价单日上涨1.83%，中信保诚基金旗下产品持仓浮盈63.12万元，反映短期资金关注度 提升。 公司于2026年01月28日发布2025年度业绩预告，预计净利润同比增长50%以上，主要因AC发泡剂、氯 化亚砜等产品销量增长及原材料成本下降。2025年第一季度财报已确认归母净利润2417.41万元，同比 增幅达342.56%，毛利率提升至15.3%。最新财务数据显示，2025年第三季度扣非净利润为45.39万元， 但全年盈利修复趋势明确。 近期事件 财报分 ...

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 ...

Core Viewpoint - The company, Shilong Industrial (002748.SZ), has received the "High-tech Enterprise Certificate" from the Jiangxi Provincial Department of Science and Technology, Jiangxi Provincial Department of Finance, and the State Taxation Administration of Jiangxi Province, which is valid for three years and allows the company to benefit from reduced corporate income tax rates [1] Group 1 - The certificate was issued on October 29, 2025, and is valid for three years [1] - This is a renewal of the company's previous high-tech enterprise certification, which had expired [1] - The company will enjoy a corporate income tax rate of 15% for the years 2025, 2026, and 2027 due to this certification [1]