长江证券承销保荐有限公司 关于湖北凯龙化工集团股份有限公司 2025 年度持续督导培训情况的报告 深圳证券交易所： 长江证券承销保荐有限公司（以下简称"长江保荐"、"保荐机构"）作为 湖北凯龙化工集团股份有限公司（以下简称"凯龙股份"、"公司"）向特定对 象发行股票项目的保荐机构，根据《证券发行上市保荐业务管理办法》《深圳证 券交易所上市公司自律监管指引第 13 号——保荐业务》等法律法规的要求，对 凯龙股份董事、高级管理人员、中层管理人员及证券事务相关人员等进行了 2025 年度持续督导培训，现将培训情况报告如下： 一、培训基本情况 （一）培训时间：2025 年 12 月 29 日 （二）培训地点：凯龙股份会议室 （三）培训方式：现场授课 （四）培训对象：凯龙股份董事、高级管理人员、中层管理人员以及证券事 务相关人员等 二、培训内容 本次现场培训的主题为上市公司信息披露、权益变动和募集资金管理，主要 结合 2025 年新修订的《深圳证券交易所股票上市规则》《深圳证券交易所上市 公司自律监管指引第 1 号—主板上市公司规范运作》《上市公司股东减持股份 管理暂行办法》《上市公司董事和高级管理人员所持本公司股份及 ...

Core Viewpoint - Kailong Co., Ltd. (002783.SZ) is actively expanding its overseas market for civil explosives while continuing to focus on its core business [1] Group 1: Company Operations - The company has a small volume of sales for civil explosives overseas [1] - Kailong is seeking suitable opportunities in new industrial chains while deepening its main business in civil explosives [1]

Core Viewpoint - On January 6, a total of 10 listed companies had their restricted shares unlocked, with a total market value of approximately 49.768 billion yuan [1] Group 1: Companies and Their Unlocking Details - Aishuxin Co., Ltd. (爱旭股份) had 227 million shares unlocked, categorized as newly issued A-shares for institutional placement [1] - Xinwufeng Co., Ltd. (新五丰) had 244 million shares unlocked, also categorized as newly issued A-shares for institutional placement [1] - Dun'an Environment Co., Ltd. (盾安环境) had 139 million shares unlocked, categorized as newly issued A-shares for institutional placement [1] - Pulite Co., Ltd. (普利特) had 988,300 shares unlocked, categorized as shares from equity incentive plans [1] - Samsung Medical (三星医疗) had 2.1793 million shares unlocked, categorized as shares from equity incentive plans [1] - Kailong Co., Ltd. (凯龙股份) had 174,900 shares unlocked, categorized as shares from equity incentive plans [1] - Shengbang Co., Ltd. (盛帮股份) had 30.662 million shares unlocked, categorized as extended lock-up period shares [1] - Yujing Co., Ltd. (宇晶股份) had 26 million shares unlocked, categorized as newly issued A-shares for institutional placement [1] - Zhongyi Technology (中亦科技) had 53.145 million shares unlocked, categorized as extended lock-up period shares [1] - Baili Tianheng (百利天恒) had 30.9 million shares unlocked, with no specific category mentioned [1]

证券日报网讯 12月29日，凯龙股份在互动平台回答投资者提问时表示，长江产业集团成为公司控股股 东中荆集团的控股股东后，公司将充分利用其在投资管理、产业规划等方面的优势，为上市公司业务发 展赋能，增强上市公司的盈利能力和抗风险能力，提升对社会公众股东的投资回报。2026年公司将继续 夯实主营业务，优化公司发展质量，持续关注行业发展趋势和市场机会，积极寻求有利于公司长远发展 的战略布局，努力提升公司长期投资价值。公司将严格遵循信息披露准则，及时、准确、完整地向市场 传递最新动态，若有重大进展，将第一时间通过法定信息披露渠道公告。 （编辑 丛可心） ...

Core Viewpoint - Kailong Co., Ltd. (002783) reported positive operational performance in its subsidiaries engaged in the production of civil explosives and blasting services in western provinces such as Ningxia, Xinjiang, and Guizhou [1] Company Operations - The company has subsidiaries operating in the production of civil explosives and blasting services [1] - These subsidiaries are located in western provinces, specifically Ningxia, Xinjiang, and Guizhou [1] - The operational performance of these subsidiaries is reported to be good [1]

Core Viewpoint - Kailong Co., Ltd. (002783.SZ) focuses on the production and sales of civil blasting materials, ammonium nitrate and compound fertilizers, nano calcium carbonate, and stone products, while also providing blasting services. The company currently has no plans to develop a fireworks business [1] Group 1 - The company specializes in civil blasting materials and related products [1] - The product range includes ammonium nitrate and compound fertilizers, as well as nano calcium carbonate and stone products [1] - The company provides blasting services as part of its business operations [1]

Group 1 - The core viewpoint of the article is that Kailong Co., Ltd. primarily produces ammonium nitrate for its own use in civil explosive materials and compound fertilizer production, with some sales to external customers [1] - The company's customers are mainly civil explosive material manufacturers, indicating a focused market strategy [1] - Kailong Co., Ltd. does not have products directly used in the production of fireworks, clarifying its operational scope [1]

Group 1 - The A-share market saw active performance in the civil explosives sector, with two stocks hitting the daily limit up, including Guotai Group and Kailong Co., which both reached the limit, while Xiaocheng Technology rose over 4%, and Xinyu Guoke and Gaozheng Minbao increased by over 3% [1] - The Shanxi Provincial Government recently announced the repeal of 124 administrative normative documents, officially abolishing the ban on the production, operation, storage, transportation, and use of fireworks and firecrackers that was issued on August 17, 2020, marking a shift from a "complete ban" to "orderly control" of fireworks management in Shanxi [1] Group 2 - The China Fireworks and Firecrackers Association stated that fireworks are an important carrier of traditional culture in China. The adjustment of the complete ban policy in Shanxi is a response to the cultural needs of the public during festivals and reflects the government's scientific approach to balancing public management with safety governance. The policy will specify limited periods, areas, and safety management requirements to preserve festive atmosphere and cultural heritage while effectively managing safety risks [4] - Additionally, on December 12, the Ministry of Industry and Information Technology issued a plan for implementing the "National Intelligent Manufacturing Standard System Construction Guide" in the civil explosives industry, proposing to revise and establish 30 intelligent manufacturing standards by 2030, aiming to promote the industry towards zero accidents, high concentration, and intelligent development [5]

Core Viewpoint - The A-share market's mining explosion concept stocks have collectively surged following the Shanxi provincial government's decision to lift a ban on fireworks, indicating a shift from a "complete ban" to "orderly control" of fireworks management in the region [1]. Group 1: Market Activity - Guotai Group and Kailong Co. both reached the daily limit up of 10% [1]. - Xiaocheng Technology increased by over 4%, while Poly United, Xinyu Guoke, and Gaozheng Mining Explosion rose by over 3% [1]. - Tongde Chemical saw an increase of over 2% [1]. Group 2: Regulatory Changes - The Shanxi provincial government has officially abolished 124 administrative normative documents, including the ban on the production, operation, storage, transportation, and use of fireworks issued on August 17, 2020 [1]. - The China Fireworks Association announced its support for the adjustment of fireworks policies in Shanxi, aiming to promote healthy and orderly industry development [1]. Group 3: Stock Performance Data - Guotai Group (603977) had a price increase of 9.99%, with a total market value of 9.71 billion and a year-to-date increase of 21.65% [2]. - Kailong Co. (002783) rose by 9.97%, with a market value of 5.01 billion and a year-to-date increase of 24.66% [2]. - Xiaocheng Technology (300139) increased by 4.52%, with a market value of 8.30 billion and a year-to-date increase of 107.54% [2]. - Other notable stocks include Poly United (002037) with a 3.53% increase, Xinyu Guoke (300722) with a 3.52% increase, and Gaozheng Mining Explosion (002827) with a 3.47% increase [2].

Group 1 - The A-share market saw a collective surge in the civil explosives sector, with notable stocks such as Guotai Group and Kailong Co. hitting the daily limit up [1] - The recent announcement by the Shanxi Provincial Government to abolish 124 administrative normative documents marks a shift in the management of fireworks from a "complete ban" to "orderly control" [2] - The China Fireworks Association expressed its support for Shanxi's adjustment of fireworks policies, aiming to promote healthy and orderly industry development [3] Group 2 - Guotai Group (603977) experienced a price increase of 9.99%, with a total market value of 9.71 billion and a year-to-date increase of 21.65% [2] - Kailong Co. (002783) rose by 9.97%, with a market capitalization of 5.01 billion and a year-to-date increase of 24.66% [2] - Xiaocheng Technology (300139) saw a 4.52% increase, with a market value of 8.30 billion and a remarkable year-to-date increase of 107.54% [2]