长江商报消息 ●长江商报记者 黄聪 在国际营收持续提升之时，川金诺开启海外项目。 4月18日，川金诺（300505.SZ）发布公告称，公司拟在埃及建设项目，总投资19.34亿元，资金来源为企业自筹和 银行贷款。 川金诺介绍，公司选址埃及，能够节省原材料进口环节中间成本，优化公司成本结构。 同时，川金诺表示，公司埃及磷化工项目落地以后，将打破欧美企业长期在全球磷化工的技术垄断，标志着中国 磷化工技术、管理标准在国际舞台上的进一步突破。 近日，川金诺发布2024年年报，公司全年实现营业收入32.07亿元，同比增长18.30%，创下历史新高；净利润1.76 亿元，同比由亏转盈。 长江商报记者发现，川金诺2024年国际营业收入达16.12亿元，同比增长38.25%，占总营业收入比例达50.25%，较 上年占比42.99%提高7.26个百分点。 目前，川金诺主要产品出口地包括南亚、东南亚、南美洲等地区。 新项目预计贡献年收入超20亿 4月18日，川金诺发布公告称，为开拓海外市场，满足公司未来全球业务发展需要，公司审议通过了《关于对外投 资建设川金诺（埃及）苏伊士磷化工项目的议案》，同意公司在埃及建设年产80万吨硫磺制酸 ...

Market Performance - The Shanghai Composite Index increased by 1.19% this week, while the ChiNext Index decreased by 0.64%. The CSI 300 rose by 0.59%, and the CITIC Basic Chemical Index and Shenwan Chemical Index increased by 0.25% and 0.31%, respectively [1]. Chemical Subsector Performance - The top five performing subsectors in the chemical industry this week were dyeing chemicals (5.17%), nylon (4.77%), polyester (4.61%), phosphate and phosphorus chemicals (3.34%), and rubber additives (2.42%). The bottom five were other chemical raw materials (-2.94%), tires (-2.02%), rubber products (-1.43%), viscose (-1.3%), and soda ash (-0.89%) [1]. Industry Developments - Chuanjinnuo plans to invest 1.934 billion yuan in a phosphate chemical project in Egypt, which includes the construction of various facilities with a total annual production capacity of 800,000 tons of sulfuric acid and other phosphate products. The project aims to optimize cost structure by reducing raw material import costs [2]. - Zhejiang Jianglan signed a contract to build a 300,000-ton bio-jet fuel project in Zhoushan, with a total investment of 1.5 billion yuan. The project is expected to generate an annual output value of over 3.6 billion yuan upon reaching full capacity [2]. Investment Themes - Investment Theme 1: Domestic tire companies have strong competitiveness, with scarce growth targets worth attention. Suggested companies include Sailun Tire, Senqilin, General Motors, and Linglong Tire [2]. - Investment Theme 2: The consumer electronics sector is expected to gradually recover, benefiting upstream material companies. Suggested companies include Dongcai Technology, Stik, Light Technology, and Ruile New Materials [3]. - Investment Theme 3: Focus on resilient cyclical industries and inventory destocking leading to a bottom reversal. Suggested companies include Yuntianhua, Chuanheng Co., Xingfa Group, and Batian Co. in the phosphate chemical sector, and Juhua Co., Sanmei Co., and Yonghe Co. in the fluorochemical sector [4]. - Investment Theme 4: With economic recovery and demand resurgence, leading companies in the chemical sector are expected to benefit significantly. Suggested companies include Wanhua Chemical, Hualu Hengsheng, and Baofeng Energy [4]. - Investment Theme 5: Attention to vitamin products with supply disruptions, particularly due to BASF's announcement of force majeure affecting vitamin A and E supplies. Suggested companies include Zhejiang Medicine and New Hecheng [5].

重要公告： 华鲁恒升：拟2亿元—3亿元回购股份用于注销 亚振家居：控股股东筹划控制权变更事项股票18日起停牌 中国联通：一季度净利润同比增长6.5% 同飞股份：一季度净利润同比增长1104.89% 长盈精密：2024年净利润同比增长800.24% 拟10派1.3元 沪市重要公告： 华鲁恒升：拟2亿元—3亿元回购股份用于注销 亚振家居（603389）公告，因公司控股股东上海亚振投资有限公司正在筹划重大事项，该事项可能导致 公司控制权发生变更，经公司申请，公司股票将于2025年4月18日（星期五）开市起停牌，停牌时间不 超过2天。 圣泉集团：一季度净利润同比增长50.46% 圣泉集团（605589）公告，第一季度实现营业收入24.59亿元，同比增长15.14%；净利润2.07亿元，同 比增长50.46%；基本每股收益0.25元。 中国联通：一季度净利润同比增长6.5% 中国联通（600050）公告，公司2025年第一季度实现营业收入1033.5亿元，同比增长3.9%；归属于母公 司净利润26.1亿元，同比增长6.5%；基本每股收益0.083元。 华鲁恒升（600426）公告，公司拟2亿元—3亿元回购股份用于注销并 ...

Group 1 - Sanan Optoelectronics received a loan commitment letter from China Industrial Bank for a repurchase loan of 1 billion yuan, valid for three years, to support stock buybacks [2] - Changying Precision reported a 23.40% increase in revenue to 16.934 billion yuan and an 800.24% increase in net profit to 772 million yuan for 2024, driven by humanoid robot projects [2] - Zhuhai Group's Q1 net profit increased by 74.07% to 277 million yuan, attributed to gains from precious metals [2] Group 2 - Qianyuan Power expects a Q1 net profit increase of 330%-365%, driven by a 62.70% increase in water inflow and a 59.40% rise in power generation [3] - Guofang Group's stock has experienced significant volatility, with a current P/E ratio of 110.1, indicating potential irrational speculation [3] - Fangyuan Co. decided to terminate a 3 billion yuan lithium carbonate production project due to market conditions and strategic changes, having already invested 97 million yuan [4] Group 3 - Baosteel plans to acquire a 49% stake in Maanshan Steel for a total consideration of 9 billion yuan, consisting of 5.139 billion yuan for equity purchase and 3.861 billion yuan for capital increase [5]

证券代码：300505 证券简称：川金诺 公告编号：2025-026 昆明川金诺化工股份有限公司 关于续聘 2025 年度外部审计机构的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 昆明川金诺化工股份有限公司（以下简称"公司"）于2025年4月17日召开 第五届董事会第十四次会议、第五届监事会第十一次会议，审议通过了《关于续 聘2025年外部审计机构的议案》，拟续聘信永中和会计师事务所（特殊普通合伙） （以下简称"信永中和"）为公司2025年度审计机构，聘期一年，自公司股东大 会审议通过之日起生效。现将有关事项公告如下： 一、拟聘任会计师事务所的基本情况 （一）机构信息 1. 基本信息 名称：信永中和会计师事务所（特殊普通合伙） 成立日期：2012 年 3 月 2 日 组织形式：特殊普通合伙企业 注册地址：北京市东城区朝阳门北大街 8 号富华大厦 A 座 8 层 首席合伙人：谭小青先生 截止 2024 年 12 月 31 日，信永中和合伙人（股东）259 人，注册会计师 1780 人。签署过证券服务业务审计报告的注册会计师人数超过 700 人。 信永中 ...

证券代码：300505 证券简称：川金诺 公告编号：2025-024 昆明川金诺化工股份有限公司 关于对外投资建设川金诺（埃及）苏伊士磷化工项目的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 特别提示： 1、本次投资事项根据中国相关法律法规的规定尚需取得发改委、商务及外 汇管理部门等相关政府机关的备案或批准，以及需根据埃及当地的法律规定、政 策要求办理当地的项目审批等有关手续。公司能否获得境内外相关主管部门审批 备案、批准存在一定风险，本次对外投资事项是否顺利实施存在一定的不确定性。 2、埃及当地的法律法规、政策体系、商业环境、文化特征等与国内存在较 大差异，本次投资事项在建设及运营过程中，存在一定的管理、运营和市场风险， 本次对外投资效果能否达到预期存在不确定性。 一、对外投资概述 为开拓海外市场，满足公司未来全球业务发展需要，积极响应国家一带一路 政策，昆明川金诺化工股份有限公司（下称"公司""川金诺"）于 2025 年 4 月 17 日召开第五届董事会第十四次会议审议通过了《关于对外投资建设川金诺 （埃及）苏伊士磷化工项目的议案》，同意公司在埃及 ...

证券代码：300505 证券简称：川金诺 公告编号：2025-027 昆明川金诺化工股份有限公司 关于召开2025年第一次临时股东大会通知的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 5、会议召开方式：本次股东大会采取现场投票与网络投票相结合的方式。本次股东大会将 通过深圳证券交易所交易系统和互联网投票系统向公司股东提供网络形式的投票平台，公司股 东可以在网络投票时间内通过深圳证券交易所交易系统或互联网投票系统行使表决权。 参加股东会议的方式：公司股东只能选择现场投票、网络投票中的一种表决方式。如同一 股东账户通过以上两种方式重复表决的，以第一次投票结果为准。网络投票包含证券交易系统 和互联网系统两种投票方式，同一股份只能选择其中一种方式。 一、召开会议的基本情况 1、会议届次：昆明川金诺化工股份有限公司 2025 年第一次临时股东大会。 2、会议召集人：公司董事会 3、会议召开的合法性、合规性：经公司第五届董事会第十四次会议审议，决定召开 2025 年第一次临时股东大会。本次股东大会会议的召开符合《中华人民共和国公司法》等相关法律、 行政法规、部门 ...

证券代码：300505 证券简称：川金诺 公告编号：2025-023 昆明川金诺化工股份有限公司 第五届董事会第十四次会议决议之公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 （一）审议通过《关于对外投资建设川金诺（埃及）苏伊士磷化工项目的 议案》 表决结果：7 票赞成、0 票反对、0 票弃权、0 票回避。 董事会认为本次对外投资是为了满足公司未来全球业务发展需要，进一步优 化公司的产业布局，加快公司产能释放及实现海外市场的快速拓展，有利于增强 公司的持续经营能力和市场竞争力，同时也符合国家"一带一路"发展战略。因 此，董事会同意该议案并提请股东大会审议，同时提请股东大会授权公司董事长 或其指定人员具体负责办理此项投资的所有后续事项，包括但不限于决定投资项 目的具体实施方式、实施主体、签署相关协议、办理有关投资备案或审批手续等。 具体内容详见公司于同日在中国证监会指定的创业板信息披露平台巨潮资 讯网上发布的《关于对外投资建设川金诺（埃及）苏伊士磷化工项目的公告》（公 告编号：2025-024）。 本议案尚需提交公司 2025 年度第一次临时股东大会审议。 ...

Financial Performance - The company's revenue for Q1 2025 reached ¥720,860,144.39, representing a 24.00% increase compared to ¥581,360,512.09 in the same period last year[5] - Net profit attributable to shareholders was ¥72,021,782.19, a significant increase of 253.41% from ¥20,378,980.36 year-on-year[5] - Basic earnings per share rose to ¥0.2620, up 253.58% from ¥0.0741 in the same period last year[5] - Operating profit surged to ¥83,846,690.20, up from ¥24,218,438.97, reflecting a growth of approximately 247%[21] - Net profit for the current period was ¥75,674,868.62, compared to ¥20,818,307.25 in the previous period, marking an increase of about 263%[21] - The company reported a total comprehensive income of ¥76,239,931.11, compared to ¥20,634,677.80 in the previous period, an increase of approximately 268%[22] Cash Flow - The net cash flow from operating activities improved to ¥118,034,078.99, a 297.08% increase from a negative cash flow of -¥59,892,963.55 in the previous year[5] - Cash inflow from operating activities was ¥798,368,006.52, up from ¥565,559,415.56, indicating a growth of about 41%[24] - Total cash outflow from operating activities amounted to $680,333,927.53, up from $625,452,379.11 in the prior period[25] - The net increase in cash and cash equivalents was $32,857,766.02, contrasting with a decrease of -$113,653,301.11 in the previous period[25] - The ending balance of cash and cash equivalents was $701,645,661.00, compared to $611,037,607.64 at the end of the previous period[25] Assets and Liabilities - Total assets at the end of the reporting period were ¥3,597,716,535.09, a slight decrease of 0.32% from ¥3,609,153,324.48 at the end of the previous year[5] - Total liabilities decreased to ¥924,633,130.88 from ¥1,014,588,655.97, representing a decline of about 8.85%[20] - The total equity attributable to shareholders increased to ¥2,615,589,105.12 from ¥2,540,802,774.24, an increase of approximately 2.9%[20] Shareholder Information - The total number of common shareholders at the end of the reporting period is 36,105[14] - Liu Ma holds 26.33% of shares, totaling 72,364,501 shares, with 54,273,376 shares under lock-up[14] - The top ten shareholders hold a combined total of 36,000,000 shares, with no significant changes in their holdings[14] Research and Development - Research and development expenses decreased by 39.04% to ¥6,099,146.81, attributed to reduced project expenditures[12] - Research and development expenses decreased to ¥6,099,146.81 from ¥10,005,700.20, a reduction of approximately 39%[21] Government Support - The company received government subsidies totaling ¥5,906,885.02, marking an increase of 185.65% compared to ¥2,067,866.62 in the previous year[12] Other Income - The company reported a significant increase in other income from the disposal of waste, which rose to ¥1,458,715.75, a 38695.32% increase from the previous year[12] Inventory and Receivables - Accounts receivable decreased from 143,689,250.29 CNY to 88,759,598.60 CNY, a reduction of approximately 38.3%[18] - Inventory decreased from 678,193,678.14 CNY to 623,366,910.13 CNY, representing a decline of about 8.1%[18] Employee Compensation and Taxes - The company paid $70,501,761.99 in employee compensation, an increase from $62,413,337.33 in the prior period[25] - Tax payments increased significantly to $28,882,830.91 from $11,669,460.99 in the previous period[25] Strategic Developments - The company has not reported any new strategies or product developments in this quarter[17]

川金诺(300505.SZ)公告称，公司计划在埃及建设年产80万吨硫磺制酸、30万吨工业湿法粗磷酸、15万 吨52%磷酸、30万吨磷酸一铵、2万吨氟硅酸钠项目，总投资19.34亿元。该项目预计建设周期为3年， 资金来源为企业自筹和银行贷款。项目符合国家" 一带一路"发展战略，有助于公司优化产业布局，提 升国际竞争力。 ...