Group 1 - The dye and coating sector is experiencing a downturn, with Shilong Industrial hitting the daily limit down [1] - Other companies such as Jinchicken Co., Wanfeng Co., and Fulaient are also seeing declines in their stock prices [1]

Market Overview - The chemical raw materials sector experienced a decline of 1.15% on October 28, with Shilong Industrial leading the drop [1] - The Shanghai Composite Index closed at 3988.22, down 0.22%, while the Shenzhen Component Index closed at 13430.1, down 0.44% [1] Stock Performance - Notable gainers in the chemical raw materials sector included: - Zhenhua Co., Ltd. (603067) with a closing price of 19.82, up 6.90% [1] - Shanshui Technology (301190) at 23.85, up 4.93% [1] - Boyuan Chemical (000683) at 6.50, up 4.84% [1] - Major decliners included: - Shilong Industrial (002748) at 15.50, down 8.39% [2] - Longbai Group (002601) at 18.20, down 4.91% [2] - Chlor-alkali Chemical (600618) at 10.58, down 4.60% [2] Capital Flow - The chemical raw materials sector saw a net outflow of 718 million yuan from main funds, while retail investors contributed a net inflow of 630 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors remained active [2] Individual Stock Capital Flow - Key stocks with significant capital flow include: - Zhenhua Co., Ltd. (603067) with a net inflow of 57.74 million yuan from main funds [3] - Boyuan Chemical (000683) with a net inflow of 46.66 million yuan from main funds [3] - Hongxing Development (600367) with a net inflow of 16.16 million yuan from main funds [3]

Investment Rating - The report suggests focusing on the lithium hexafluorophosphate sector due to rising prices [5]. Core Viewpoints - The chemical sector saw an overall increase of 2.14% in the fourth week of October, lagging behind the Shanghai A-share index, which rose by 2.88% [2][11]. - The report highlights significant price increases in various chemical products, particularly liquid chlorine (+195.56%) and vitamin VE (+17.95%) [4][19]. - The report indicates a dynamic PE of 24.56 for the chemical sector, which is higher than the average PE of 8.86 since 2015 [2][11]. Industry Performance - In the fourth week of October, 21 sub-industries in the chemical sector increased, while 11 decreased. The top five gaining sub-industries included oil trading (+3.5%) and potassium fertilizer (+2.98%) [3][14]. - The report lists the top five stocks with the highest gains: Shilong Industrial (+49.32%), *ST Jintai (+23.14%), and others [2][11]. Price and Spread Trends - The report provides a detailed analysis of price changes for 256 products, with the highest increases seen in liquid chlorine and vitamin VE [4][19]. - The report also highlights significant changes in price spreads, with PX (naphtha-based) spread increasing by 52.08% [38][39]. Inventory Changes - Notable inventory changes include a decrease in polyester filament inventory by 26.81% and an increase in epoxy propane inventory by 8.53% [5][57].

Strong Individual Stocks - As of October 27, the Shanghai Composite Index rose by 1.18% to 3996.94 points, the Shenzhen Component Index increased by 1.51% to 13489.4 points, and the ChiNext Index climbed by 1.98% to 3234.45 points. A total of 64 stocks in the A-share market hit the daily limit up [1] - The top three strong stocks based on consecutive trading days and turnover rate are: - Shilong Industrial (002748) with 5 consecutive limit ups and a turnover rate of 30.47% - Shenkai Co., Ltd. (002278) with 5 limit ups in 6 days and a turnover rate of 57.16% - CITIC Heavy Industries (601608) with 4 limit ups in 6 days and a turnover rate of 9.0% [1] Strong Concept Sectors - The top three concept sectors based on A-share performance are: - Storage Chips with a rise of 3.49% - AI PC with an increase of 3.2% - National Big Fund Holdings with a growth of 3.01% [2][3] - The top ten concept sectors and their respective performance are detailed in the provided table, showcasing various technology and innovation-related sectors [3]

一、股票交易异常波动的情况介绍 江西世龙实业股份有限公司（以下简称"公司"或"本公司"）股票（证券 简称：世龙实业，证券代码：002748）连续三个交易日内（2025 年 10 月 23 日、 2025 年 10 月 24 日、2025 年 10 月 27 日）收盘价格涨幅偏离值累计达到 30.25%， 根据《深圳证券交易所交易规则》的相关规定，属于股票交易异常波动的情形。 二、公司关注及核实情况说明 针对公司股票交易异常波动的情况，公司对有关事项进行了核查，并询问了 公司控股股东，现将有关核实情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处。 证券代码：002748 证券简称：世龙实业 公告编号：2025-039 江西世龙实业股份有限公司 股票交易异常波动公告 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。 1 应予以披露而未披露的、对本公司股票及其衍生品种交易价格产生较大影响的信 息；公司前期披露的信息不存在需要更正、补充之处。 四、风险提示 1、经自查，公司不存在违反信息公平披露的情形。 2、公司已于 2025 年 10 月 25 日披露了 ...

Group 1 - The chemical raw materials sector increased by 0.82% compared to the previous trading day, with Shilong Industrial leading the gains [1] - On the same day, the Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] - Notable performers in the chemical raw materials sector included Shilong Industrial, which rose by 10.01% to a closing price of 16.92, and Titan Chemical, which increased by 7.00% to 5.81 [1] Group 2 - The chemical raw materials sector experienced a net outflow of 282 million yuan from institutional funds, while retail investors saw a net inflow of 296 million yuan [2] - The trading volume for Shilong Industrial was 731,400 shares, with a transaction value of 1.161 billion yuan [1] - The top gainers in the sector included Kaisheng New Materials, which rose by 5.95% to 25.28, and ST Yatai, which increased by 4.96% to 11.42 [1] Group 3 - The main net inflows for institutional funds were observed in Huayi Group, with 40.6093 million yuan, and ST Yatai, with 29.172 million yuan [3] - Retail investors showed significant net inflows in Dragon Group, amounting to 20.475 million yuan, despite a net outflow from institutional funds [3] - The overall market sentiment reflected a mixed response, with some stocks experiencing significant outflows from both institutional and retail investors [3]

Group 1 - The stock of Jiangxi Shilong Industrial Co., Ltd. has hit the daily limit up for five consecutive trading days, with a current price of 16.92 yuan and a turnover rate of 28.94% as of 10:22 [2] - During the continuous limit-up period, the stock has accumulated a rise of 61.14% and a cumulative turnover rate of 67.11% [2] - The total market value of the A-shares has reached 40.61 billion yuan [2] Group 2 - The company reported a revenue of 1.492 billion yuan for the first three quarters, representing a year-on-year growth of 3.43% [2] - The net profit for the same period was 40.43 million yuan, showing a significant year-on-year increase of 72.11% [2] - The basic earnings per share are 0.1684 yuan, with a weighted average return on equity of 2.97% [2] Group 3 - The stock has been featured on the Dragon and Tiger list due to a cumulative deviation in the price increase of 20% over three consecutive trading days [2] - Institutional investors have net bought 43.53 million yuan, while the total net buying from brokerage seats amounted to 6.98 million yuan [2]

Core Insights - The trading volume of Shilong Industrial reached 1.072 billion RMB, marking the highest level since February 13, 2017 [2] - The latest stock price increased by 8.65%, with a turnover rate of 28.28% [2] - The previous trading day's total transaction volume for the stock was 343 million RMB [2] Company Overview - Jiangxi Shilong Industrial Co., Ltd. was established on December 2, 2003, with a registered capital of 240 million RMB [2]

Core Points - The stock of Shilong Industrial reached its daily limit with a price of 16.92 yuan, an increase of 8.65%, and a total market capitalization of 4.01 billion yuan [1] - The surge in stock price is attributed to the company's strong Q3 performance, growth in chemical product business, and net capital inflow [2] Group 1: Company Performance - On October 25, 2025, Shilong Industrial reported a net profit attributable to shareholders of 40.43 million yuan for Q3, representing a year-on-year increase of 72.11%, with basic earnings per share of 0.17 yuan [2] - The positive performance indicates an improvement in the company's operational status and profitability [2] Group 2: Business Operations - Shilong Industrial primarily engages in the research, production, and sales of chemical products such as AC foaming agents, thionyl chloride, and chlor-alkali products, with AC series products accounting for 58.76% of its main business revenue [2] - Recent fluctuations in chemical product prices and changes in market demand may positively impact the company's business [2] Group 3: Market Activity - On October 22, 2025, Shilong Industrial was listed on the "Dragon and Tiger List" with a transaction volume of 248 million yuan, where total buying amounted to 199 million yuan and total selling was 128 million yuan, indicating net buying by retail and institutional investors [2] - The influx of capital suggests market optimism towards the stock, and a potential breakthrough of key resistance levels may attract further investment [2]

Core Viewpoint - The company has disclosed its third-quarter report for 2025, ensuring the accuracy and completeness of the information presented, and has undergone board and supervisory committee reviews to confirm compliance with legal and regulatory standards [9][65]. Financial Data - The third-quarter financial report has not been audited [6]. - The company has confirmed that there are no adjustments or restatements required for previous accounting data [3]. Board Meeting - The sixth board meeting was held on October 23, 2025, with all five directors present, and the meeting followed the required legal and procedural guidelines [8]. - The board approved the third-quarter report, affirming that it accurately reflects the company's situation without any misleading statements [9]. Governance Changes - The board has proposed to increase its membership from five to seven, adding one employee representative director and one non-independent director to enhance governance [12][66]. - The board has also approved various amendments to governance documents to align with updated legal requirements and improve operational mechanisms [15][19][21]. Upcoming Shareholder Meeting - A second extraordinary general meeting of shareholders is scheduled for November 20, 2025, to discuss the proposals approved by the board [58][72]. - The meeting will allow for both on-site and online voting, ensuring broader participation from shareholders [74][83].