Core Viewpoint - The company announced that its controlling shareholder, Jiangxi Dalong Industrial Co., Ltd., along with its concerted action party, Jiangxi Electric Chemical High-Tech Co., Ltd., plans to reduce their holdings in the company by up to 7.2 million shares, representing 3% of the total share capital, within three months after the announcement date [1] Summary by Relevant Sections - Shareholding Reduction Plan - The controlling shareholder and its concerted action party intend to reduce their stake through centralized bidding and block trading methods [1] - The maximum number of shares to be sold is 7.2 million, which constitutes 3% of the company's total share capital [1]

智通财经APP讯，世龙实业(002748.SZ)公告，公司控股股东江西大龙实业有限公司(简称"大龙实业")的 一致行动人江西电化高科有限责任公司(简称"电化高科")计划在本公告披露之日起15个交易日后的3个 月内通过集中竞价和大宗交易方式减持其持有的公司股份不超过720万股(占公司总股本比例3%)。 ...

证券代码：002748 证券简称：世龙实业 公告编号：2025-041 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股份的预披露公告 股东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、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 江西世龙实业股份有限公司（以下简称"公司"或"本公司"）控股股东江 西大龙实业有限公司（以下简称"大龙实业"）的一致行动人江西电化高科有限 责任公司（以下简称"电化高科"）持有本公司股份 18,400,000 股（占公司总股 本比例 7.67%），计划在本公告披露之日起 15 个交易日后的 3 个月内通过集中竞 价和大宗交易方式减持其持有的公司股份不超过 7,200,000 股（占公司总股本比 例 3%）。 公司于 2025 年 11 月 18 日收到电化高科出具的《关于股份减持计划的告知 函》，现将有关情况公告如下： 一、拟减持股东的基本情况 | 股东名称 | 股东类型 | 持股数量（股） | 占公司总股本比例 | | --- | --- | --- | --- | | 江西电 ...

格隆汇11月18日丨世龙实业(002748.SZ)公布，控股股东江西大龙实业有限公司（简称"大龙实业"）的一 致行动人江西电化高科有限责任公司（简称"电化高科"）持有本公司股份18,400,000股（占公司总股本 比例7.67%），计划在本公告披露之日起15个交易日后的3个月内通过集中竞价和大宗交易方式减持其 持有的公司股份不超过7,200,000股（占公司总股本比例3%）。 ...

人民财讯11月18日电，世龙实业（002748）11月18日公告，控股股东大龙实业的一致行动人电化高科持 有公司7.67%股份，计划通过集中竞价和大宗交易方式减持其持有的公司股份不超过720万股(占公司总 股本比例3%)。 ...

证券之星消息，11月17日化学原料板块较上一交易日下跌0.02%，世龙实业领跌。当日上证指数报收于 3972.03，下跌0.46%。深证成指报收于13202.0，下跌0.11%。化学原料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000510 | 新金路 | 7.13 | 4.55% | 64.94万 | | 4.62亿 | | 300082 | 奥克股份 | 12.68 | 3.01% | 101.63万 | | 12.57亿 | | 600610 | 中数达 | 12.28 | 2.68% | 60.30万 | | 7.30亿 | | 600929 | 雪天참业 | 6.32 | 2.60% | - 36.07万 | | 2.27亿 | | 920304 | 迪尔化工 | 16.03 | 2.49% | 11.64万 | | 1.83亿 | | 000818 | 航锦科技 | 21.91 | 2.34% | 14.08万 | | 3.07亿 | | ...

Core Viewpoint - The price of chlorosulfonic acid has surged rapidly, with a recent increase of 13.72% to 1765 RMB/ton, marking a cumulative rise of 23.5% in November and over 35% since early August, indicating a significant trend in the electrolyte raw material market [1][3]. Group 1: Price Trends - Chlorosulfonic acid is a key raw material for lithium bis(fluorosulfonyl)imide (LiFSI), which is increasingly seen as a substitute for lithium hexafluorophosphate (LiPF6) due to its superior technical specifications [3]. - The price of lithium hexafluorophosphate has reached 130,000 RMB/ton, diminishing its cost advantage over LiFSI [3]. - The price increase of chlorosulfonic acid is partly driven by a significant rise in sulfur prices, which have exceeded 3500 RMB/ton, with an annual increase of over 130% [3]. Group 2: Stock Market Reactions - On November 13, the A-share lithium battery industry chain saw a broad increase, particularly in stocks related to electrolytes, with companies like Furui Co. experiencing six consecutive trading limits [4]. - Several stocks, including Fuxiang Pharmaceutical, Huasheng Lithium Battery, and Haike New Source, also hit the 20% trading limit [6]. - Chlorosulfonic acid-related stocks such as Sanyou Chemical, Shilong Industrial, and Kaisheng New Materials experienced rapid price increases, with some reaching trading limits [6][9]. Group 3: Company Capacities and Developments - Kaisheng New Materials is a global leader in chlorosulfonic acid production, with an annual capacity of 150,000 tons, holding over 26% of the global market share [9]. - Jinhua Industrial has an existing capacity of 80,000 tons for chlorosulfonic acid, with a project to build an additional 100,000 tons underway [9]. - Sanyou Chemical is progressing on a project to produce 40,000 tons of chlorosulfonic acid, expected to be completed in Q4 of this year [9]. - Companies like Taihe Technology and Yongtai Technology are also expanding their production capacities for lithium bis(fluorosulfonyl)imide, with planned capacities of 20,000 tons and 67,000 tons per year, respectively [10][11].

Market Overview - The chemical raw materials sector increased by 1.61% on November 13, with Kaisheng New Materials leading the gains [1] - The Shanghai Composite Index closed at 4029.5, up 0.73%, while the Shenzhen Component Index closed at 13476.52, up 1.78% [1] Top Performers - Kaisheng New Materials (301069) closed at 29.15, up 10.92% with a trading volume of 628,500 shares [1] - Sanyou Chemical (600409) closed at 6.61, up 9.98% with a trading volume of 1,168,200 shares [1] - Aoke Co., Ltd. (300082) closed at 13.62, up 9.31% with a trading volume of 1,428,400 shares [1] - Hengguang Co., Ltd. (301118) closed at 29.05, up 7.12% with a trading volume of 153,900 shares [1] - Shilong Industry (002748) closed at 14.31, up 7.11% with a trading volume of 641,600 shares [1] Market Capital Flow - The chemical raw materials sector saw a net inflow of 806 million yuan from institutional investors, while retail investors experienced a net outflow of 489 million yuan [2][3] - The top three stocks with significant net inflows from institutional investors include: - Kaisheng New Materials: 1.71 billion yuan [3] - Shilong Industry: 1.62 billion yuan [3] - Sanyou Chemical: 1.53 billion yuan [3] Notable Decliners - ST Yatai (000691) closed at 10.28, down 4.99% with a trading volume of 177,200 shares [2] - Zhenhua Co., Ltd. (603067) closed at 29.42, down 3.70% with a trading volume of 931,500 shares [2] - Sanxiang New Materials (603663) closed at 38.80, down 0.69% with a trading volume of 388,900 shares [2]

Core Insights - SeLong Industrial's stock price increased by 5.39% on November 13, reaching 14.08 CNY per share, with a trading volume of 313 million CNY and a turnover rate of 9.50%, resulting in a total market capitalization of 3.379 billion CNY. The stock has risen for four consecutive days, accumulating a total increase of 9.15% during this period [1] Company Overview - SeLong Industrial Co., Ltd. is located in the Jingdezhen City, Jiangxi Province, and was established on December 2, 2003. The company was listed on March 19, 2015. Its main business involves the research, production, and sales of chemical products, including AC foaming agents, thionyl chloride, and chlor-alkali products [1] - The revenue composition of SeLong Industrial is as follows: AC series products account for 58.76%, chlor-alkali series products 28.73%, thionyl chloride series products 5.40%, intermediates for medicine and pesticides 3.30%, new material additives 3.18%, other products 0.46%, and steam 0.16% [1] Shareholder Insights - Among the top ten circulating shareholders of SeLong Industrial, a fund under CITIC Prudential holds a position. The CITIC Prudential Multi-Strategy Mixed (LOF) A fund (165531) entered the top ten circulating shareholders in the third quarter, holding 956,400 shares, which represents 0.4% of the circulating shares. The estimated floating profit today is approximately 688,600 CNY, with a total floating profit of 1,071,200 CNY during the four-day increase [2] - The CITIC Prudential Multi-Strategy Mixed (LOF) A fund was established on June 16, 2017, with a current scale of 1.133 billion CNY. Year-to-date returns are 47.96%, ranking 1062 out of 8145 in its category; the one-year return is 46.38%, ranking 687 out of 8059; and since inception, the return is 150.54% [2] Fund Holdings - The CITIC Prudential Multi-Strategy Mixed (LOF) A fund (165531) has a significant holding in SeLong Industrial, with 956,400 shares representing 0.46% of the fund's net value, making it the ninth largest holding. The estimated floating profit today is approximately 688,600 CNY, with a total floating profit of 1,071,200 CNY during the four-day increase [3]

Core Viewpoint - SeLong Industrial experienced a stock price increase of 5.38%, reaching 13.33 CNY per share, with a trading volume of 233 million CNY and a turnover rate of 7.73%, resulting in a total market capitalization of 3.199 billion CNY [1] Group 1: Company Overview - SeLong Industrial Co., Ltd. is located in the industrial park of LePing City, Jingdezhen, Jiangxi Province, and was established on December 2, 2003, with its listing date on March 19, 2015 [1] - The company's main business involves the research, production, and sales of chemical products, including AC foaming agents, thionyl chloride, and chlor-alkali products [1] - The revenue composition of the main business includes: AC series products 58.76%, chlor-alkali series products 28.73%, thionyl chloride series products 5.40%, intermediates for medicine and pesticides 3.30%, new material additives 3.18%, other products 0.46%, and steam 0.16% [1] Group 2: Shareholder Information - CITIC Prudential Fund has a fund that ranks among the top ten circulating shareholders of SeLong Industrial, specifically the CITIC Prudential Multi-Strategy Mixed (LOF) A (165531), which newly entered the top ten in the third quarter with 956,400 shares, accounting for 0.4% of circulating shares [2] - The fund has achieved a year-to-date return of 47.6%, ranking 1199 out of 8147 in its category, and a one-year return of 48.2%, ranking 710 out of 8056 [2] - The fund manager, Wang Ying, has been in the position for 8 years and 271 days, with a total fund asset size of 4.904 billion CNY and a best fund return of 55.71% during her tenure [2]