Core Viewpoint - The company, Dinglong Co., Ltd. (300054.SZ), reported significant growth in revenue and net profit for the first quarter of 2025, indicating a marked improvement in profitability [2]. Group 1: Financial Performance - In Q1 2025, the company achieved revenue of 824 million yuan, a year-on-year increase of 16.37%, and a net profit attributable to shareholders of 141 million yuan, up 72.84% year-on-year [2]. - The net profit after deducting non-recurring gains and losses was 135 million yuan, reflecting a substantial year-on-year growth of 104.84% [2]. - The comprehensive gross margin reached 48.82%, showcasing enhanced profitability [2]. Group 2: Business Segments - For the full year 2024, the company reported total revenue of 3.338 billion yuan, representing a year-on-year growth of 25.14%, with a net profit of 521 million yuan, up 134.54% year-on-year [3]. - The semiconductor business, including semiconductor materials and integrated circuit chip design and application, generated revenue of 1.52 billion yuan, a year-on-year increase of 77.40%, accounting for approximately 46% of total revenue [3]. - The printing and copying consumables business maintained revenue at 1.79 billion yuan, consistent with the previous year, while color toner sales exceeded 2,000 tons for the first time [3]. Group 3: Growth Drivers - The company's traditional CMP (Chemical Mechanical Planarization) materials and semiconductor display materials saw significant revenue growth, with CMP polishing pads generating 220 million yuan, a year-on-year increase of 63.14% [4]. - CMP polishing liquids and cleaning liquids achieved revenue of 55.19 million yuan, up 53.64% year-on-year, with steady progress in product validation and introduction [4]. - Semiconductor display materials generated 130 million yuan in revenue, reflecting a year-on-year growth of 85.61% [4]. Group 4: New Business Development - New businesses, including high-end wafer photoresists and advanced semiconductor packaging materials, generated a combined revenue of 6.29 million yuan [4]. - The company successfully passed customer validation for certain immersion ArF and KrF photoresists by the end of 2024, receiving orders from two major domestic wafer manufacturers [4]. - The integrated circuit chip design and application, along with the printing and copying consumables, maintained stable operational performance [4].

Group 1 - A total of 18 companies listed on the ChiNext board have released their performance forecasts for the first half of the year, with 13 companies expecting profit increases, 1 company expecting to turn a profit, 1 company expecting a profit decrease, and 1 company expecting a loss [1][3] Group 2 - The performance forecast details include various companies with significant expected profit growth, such as: - Hanyu Pharmaceutical (300199) with a projected profit increase of 1567.36% [2] - Chuanjin Nuo (300505) with a projected profit increase of 167.27% [2] - Chenguang Biotech (300138) with a projected profit increase of 117.36% [2] - Huizhong (300371) with a projected profit increase of 100.00% [2] - Taotao Automotive (301345) with a projected profit increase of 84.08% [2] Group 3 - Companies with performance forecasts indicating a decrease or loss include: - Zairun (301636) with a projected profit decrease of 5.43% [2] - Yuyou Green Energy (301590) with a projected profit decrease of 6.57% [2] - Juguang (300203) with a projected loss of 205.37% [2]

Group 1 - The company plans to distribute a cash dividend of 1.00 RMB per 10 shares (including tax), totaling approximately 93.83 million RMB based on the total share capital of 938,282,591 shares as of December 31, 2024 [1] - Following the implementation of the stock option incentive plan, the total share capital has increased to 944,543,607 shares, leading to a revised total cash dividend of approximately 94.45 million RMB [2] - The dividend distribution will be executed on July 17, 2025, with the record date set for July 16, 2025, for all shareholders registered with the China Securities Depository and Clearing Corporation [3] Group 2 - The adjustment of the conversion price for the company's convertible bonds (Dinglong Convertible Bonds, code: 123255) will occur, changing from 28.68 RMB per share to 28.58 RMB per share, effective July 17, 2025 [3] - The company will also adjust the exercise price of the 2024 stock option incentive plan in accordance with relevant regulations after the dividend distribution is completed [4]

Core Viewpoint - The company, Hubei Dinglong Holdings Co., Ltd., has announced an adjustment to the conversion price of its convertible bonds, Dinglong Convertible Bonds, due to the distribution of cash dividends to shareholders [1][2]. Group 1: Convertible Bond Details - The company issued 9.1 million convertible bonds, which were approved by the China Securities Regulatory Commission and listed on April 23, 2025 [1]. - The initial conversion price was set at 28.68 CNY per share, which has been adjusted to 28.58 CNY per share [1][2]. - The adjustment will take effect on July 17, 2025 [1]. Group 2: Adjustment Calculation - The adjustment formula for the conversion price is based on the distribution of cash dividends, with the calculation being P1 = P0 - D, where D is the cash dividend per share [2]. - For this adjustment, the company will distribute a cash dividend of 1.00 CNY per 10 shares, leading to the new conversion price calculation: 28.68 CNY - 0.1 CNY = 28.58 CNY [2].

证券代码：300054 证券简称：鼎龙股份 公告编号：2025-059 债券代码：123255 债券简称：鼎龙转债 湖北鼎龙控股股份有限公司 关于因权益分派调整可转债转股价格的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完 整，没有虚假记载、误导性陈述或者重大遗漏。 特别提示： 债券简称：鼎龙转债 债券代码：123255 调整前转股价格：28.68 元/股 调整后转股价格：28.58 元/股 转股价格调整生效日期：2025 年 7 月 17 日 一、关于可转换公司债券转股价格调整的相关规定 湖北鼎龙控股股份有限公司（以下简称"公司"）经中国证券监督管理委员 会证监许可〔2025〕477 号文核准，于 2025 年 4 月向不特定对象公开发行了 910 万张可转换公司债券（债券简称：鼎龙转债，债券代码：123255），并于 2025 年 4 月 23 日上市。根据《湖北鼎龙控股股份有限公司向不特定对象发行可转换 公司债券募集说明书》及中国证券监督管理委员会关于可转换公司债券发行的有 关规定，当公司发生派送股票股利、转增股本、增发新股或配股、派送现金股利 等情况（不包括因本次发行的可转债转股而增加的 ...

证券代码：300054 证券简称：鼎龙股份 公告编号：2025-058 债券代码：123255 债券简称：鼎龙转债 湖北鼎龙控股股份有限公司 2024年度权益分派实施公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完 整，没有虚假记载、误导性陈述或者重大遗漏。 一、股东大会审议通过利润分配的情况 1、公司 2024 年度权益分派预案已获 2025 年 5 月 20 日召开的 2024 年度股 东大会审议通过。具体内容为： 公司拟以未来实施利润分配方案时股权登记日的总股本为基数，每 10 股派 发现金红利 1.00 元（含税），剩余未分配利润结转下一年度；本年度，不转增 不送股。现暂以截至 2024 年 12 月 31 日的总股本 938,282,591 股为基数测算，共 计派发现金股利 93,828,259.10 元（含税），具体以权益分派实施时股权登记日 的总股本为准测算。 利润分配预案调整原则：在利润分配方案公告后至实施前，出现股权激励行 权、可转债转股、股份回购等股本总额发生变动情形时，公司将按分配比例不变 的原则对总额进行调整。 2、2024 年年度权益分派方案披露至实施期间，公司 2024 ...

Group 1 - Morning Light Biological expects a net profit of 202.0 million to 232.0 million yuan for the first half of 2025, representing a year-on-year increase of 102.33% to 132.38% [1] - Northern Rare Earth anticipates a net profit of 900.0 million to 960.0 million yuan for the first half of 2025, with a significant year-on-year growth of 1882.54% to 2014.71% [1] - Youfa Group forecasts a net profit of 277.0 million to 307.0 million yuan for the first half of 2025, reflecting a year-on-year increase of 151.69% to 178.93% [1] Group 2 - Torch Electronics projects a net profit of approximately 247.0 million to 280.0 million yuan for the first half of 2025, indicating a year-on-year growth of 50.36% to 70.45% [3] - Zhiwei Intelligent expects a net profit of 91.98 million to 112.43 million yuan for the first half of 2025, with a year-on-year increase of 62.85% to 99.06% [4] - Youhao Group anticipates a net profit of 12.0 million yuan for the first half of 2025, representing a year-on-year growth of 51% [5] Group 3 - Nami Technology expects a net profit of 61.0 million to 73.0 million yuan for the first half of 2025, with a year-on-year increase of 35% to 62% [7] - Xinda Co. forecasts a net profit of 130.0 million to 150.0 million yuan for the first half of 2025, reflecting a substantial year-on-year growth of 2443.43% to 2834.73% [8] Group 4 - Shaanxi Coal Industry reported a coal production of 14.36 million tons in June, a year-on-year decrease of 5.07% [9] - Huanxu Electronics announced a consolidated revenue of 4.587 billion yuan in June, a year-on-year decline of 1.23% [10] Group 5 - Huadian International successfully issued 2.0 billion yuan in medium-term notes with a maturity of 3+N years and a coupon rate of 1.89% [20] - Zhongmin Energy reported a total power generation of 1.405 billion kilowatt-hours in the first half of 2025, a year-on-year decrease of 0.89% [20] Group 6 - Huaxia Biotech passed the FDA inspection with zero deficiencies, covering six major systems [21] - Ruikeda's application for convertible bond issuance has been accepted by the Shanghai Stock Exchange [22] Group 7 - Dafu Technology plans to invest no more than 100 million yuan in Anhui Yunta [42] - Tongda Co. won a bid for a project valued at 180.3 million yuan from the Southern Power Grid [46]

Key Points - Juhua Co., Ltd. expects a net profit of 1.97 billion to 2.13 billion yuan for the first half of 2025, representing a year-on-year increase of 136% to 155% [1] - The main reasons for the significant profit growth include the continuous recovery in the prices of fluorinated refrigerants and stable growth in production and sales of core products [2] - Haida Group anticipates a net profit of 2.5 billion to 2.8 billion yuan for the first half of 2025, reflecting a year-on-year increase of 17.64% to 31.76% [3][4] - Huagong Technology expects a net profit of 890 million to 950 million yuan for the first half of 2025, indicating a year-on-year growth of 42.43% to 52.03% [5][6] - Yun Aluminum Co., Ltd. forecasts a net profit of 2.7 billion to 2.8 billion yuan for the first half of 2025, showing a year-on-year increase of 7.19% to 11.16% [7][8] - Saint Farm anticipates a net profit of 850 million to 950 million yuan for the first half of 2025, representing a year-on-year increase of 732.89% to 830.88% [13] - Dinglong Co., Ltd. expects a net profit of 290 million to 320 million yuan for the first half of 2025, reflecting a year-on-year increase of 33.12% to 46.9% [14] - Yuxiu Capital forecasts a net profit of 1.473 billion to 1.575 billion yuan for the first half of 2025, indicating a year-on-year growth of 45% to 55% [15] - Haohua Technology expects a net profit of 590 million to 650 million yuan for the first half of 2025, representing a year-on-year increase of 59.30% to 75.50% [16] - Huace Navigation anticipates a net profit of 320 million to 335 million yuan for the first half of 2025, indicating a year-on-year growth of 27.37% to 33.34% [18] - Dajin Heavy Industry expects a net profit of 510 million to 570 million yuan for the first half of 2025, reflecting a year-on-year increase of 193.32% to 227.83% [20] - Shandong Steel anticipates a net profit of approximately 12.71 million yuan for the first half of 2025, marking a turnaround from loss to profit [22]

【DT新材料】 获悉，7月9日， 鼎龙股份 发布2025 年半年度业绩预告。 公告显示，公司预计上半年实现归属于上市公司股东的净利润为 2.9亿元至3.2亿元 ，同比增长 33.12%至46.9% ；扣除非经常 性损益后的净利润为 2.73亿元至3.03亿元 ，同比增长 38.81%至54.06% 。 鼎龙股份 是国内领先的关键大赛道领域中各类核心创新材料的平台型企业，目前重点聚焦半导体创新材料领域。 2025 年上半年度，公司实现营业收入约 17.27 亿元 ，同比增长约 14% 。公司经营业绩稳步增长，具体原因为： 说明： 本文部分素材来自 于鼎龙股份 及网络公 开信息，由作者重新编写，系作者个人观点，本平台发布仅为了传达一种不同观点，不代表对该观点赞同或支持。 如果有任何问题，请联系我们：15355132586（微信号：dtmaterial） 1 、 半导体材料业务及集成电路芯片设计和应用业务 实现营业收入约 9.45亿元 ，同比增长约 49% ；该板块的归母净利润规模同比大幅增长 104% 。 其中： ① CMP 抛光垫 销售收入同比增长 59% 。其中今年第二季度环比增长 16% ， 同比增长 57 ...

证券代码：300054 证券简称：鼎龙股份 公告编号：2025-057 湖北鼎龙控股股份有限公司 本公司及董事会全体人员保证信息披露的内容真实、准确和完 整，没有虚假记载、误导性陈述或者重大遗漏。 一、本期业绩预计情况 项 目 本报告期 上年同期 盈利：29,000万元–32,000万元 归属于上市公司股 债券代码：123255 债券简称：鼎龙转债 盈利：21,784.05万元 东的净利润 比上年同期上升：33.12% -46.9% 盈利：27,300万元–30,300万元 三、业绩变动原因说明 扣除非经常性损益 盈利：19,667.37万元 后的净利润 比上年同期上升：38.81% -54.06% 说明：本公告中的"元"均指人民币元。 二、与会计师事务所沟通情况 本次业绩预告相关数据是公司财务部门初步测算的结果，未经会计师事务 所审计。 公司是国内领先的关键大赛道领域中各类核心创新材料的平台型企业，目前 重点聚焦半导体创新材料领域。2025 年上半年度，公司实现营业收入约 17.27 亿元，同比增长约 14%。公司经营业绩稳步增长，具体原因为： 亿元，同比增长约 49%；该板块的归母净利润规模同比大幅增长 ...