Group 1 - The core viewpoint of the article is that Jusalong (SZ 301131) is actively engaging with investors through a scheduled meeting, indicating transparency and investor relations efforts [1] - Jusalong's revenue for the first half of 2025 is entirely derived from the modified plastics industry, highlighting its focused business model [1] - As of the report, Jusalong has a market capitalization of 2.3 billion yuan, reflecting its valuation in the market [1] Group 2 - The company is set to hold an investor meeting on October 22, 2025, with participation from its board secretary and other representatives, which may provide insights into its future strategies [1] - The announcement of the investor meeting suggests that Jusalong is prioritizing communication with stakeholders, which can be a positive signal for potential investors [1]

证券代码：301131 证券简称：聚赛龙 债券代码：123242 债券简称：赛龙转债 广州市聚赛龙工程塑料股份有限公司 投资者关系活动记录表 编号：2025-009 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 □业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | √其他 （线上电话会议） | | 参与单位名称及人 | 东北证券、泰达宏利基金、源峰基金、中信资管、富安达基金 | | 员姓名 | | | 时间 2025 | 年 10 月 22 日 （周三） 下午 15:00~16:00 | | 地点 | 公司会议室 | | 上市公司接待人员 | 董事会秘书 吴若思 | | 姓名 | 证券事务代表 熊艳 | | | 投资者提出的问题及公司回复情况 | | | 1、公司目前的产能情况？ | | | 公司目前有华南、华东、西南三个生产基地，公司华南广州从化 | | | 总部设计产能 20 万吨，截至目前产能利用率已经达到 80%；华东生产 | | | 基地设计产能为 万吨左右，随着 年年中的完工，将会逐步释 10 20 ...

Market Overview - The Shanghai Composite Index closed at 3839.76 points, with a decline of 1.95% [1] - The total trading volume of A-shares reached 1,954.408 billion yuan [1] Technical Analysis - A total of 207 A-shares experienced a "death cross" where the 5-day moving average fell below the 10-day moving average [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - Dashengda: -1.36% - Guanghetong: -1.33% - Songyang Resources: -1.32% [1] Individual Stock Performance - Dashengda (603687) saw a decline of 6.44% with a trading turnover of 3.58% and a latest price of 8.42 yuan, which is 9.17% below the 10-day moving average [1] - Guanghetong (300638) decreased by 5.86%, with a turnover of 5.63% and a latest price of 28.25 yuan, 8.55% below the 10-day moving average [1] - Songyang Resources (603863) dropped 10.02%, with a turnover of 8.88% and a latest price of 19.31 yuan, 14.01% below the 10-day moving average [1] Additional Notable Stocks - Other stocks with significant declines include: - Chuan Dong (603767): -9.94%, latest price 24.36 yuan, 10.84% below the 10-day moving average [1] - Lianhong (003022): -4.45%, latest price 19.56 yuan, 7.05% below the 10-day moving average [1] - Qide New Materials (300995): -6.19%, latest price 44.11 yuan, 8.55% below the 10-day moving average [1]

| 证券代码：301131 | 证券简称：聚赛龙 | 公告编号：2025-067 | | --- | --- | --- | | 债券代码：123242 | 债券简称：赛龙转债 | | 广州市聚赛龙工程塑料股份有限公司 "赛龙转债"2025 年第三季度转股情况暨股份变动公告 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。 重要内容提示： 1、"赛龙转债"（债券代码：123242）转股期限为 2025 年 1 月 13 日至 2030 年 7 月 7 日；最新的转股价格为人民币 36.20 元/股。 2、可转债转股情况：2025 年第三季度，有人民币 66,800 元"赛龙转债"转 换为公司股票，转股数量为 1,837 股。截至 2025 年 9 月 30 日，累计已有人民币 517,500 元"赛龙转债"转换为公司股票，累计转股数量为 14,067 股，占"赛龙 转债"转股前公司已发行普通股股份总额的 0.0294%。 3、未转股可转债情况：截至 2025 年 9 月 30 日，公司尚未转股的"赛龙转 债"金额为人民币 249,482,500 元，占"赛龙转债 ...

Group 1 - The core viewpoint of the news is that 聚赛龙 (Jusailong) has shown significant financial activity, with a notable increase in financing and a decrease in shareholder numbers, indicating potential shifts in investor sentiment [1][2]. - As of September 25, 2023, 聚赛龙's financing buy-in amounted to 504.85 million yuan, with a net financing buy of 232.08 million yuan, reflecting a high financing balance of 1.45 billion yuan, which constitutes 6.36% of its market capitalization [1]. - The company has a diverse revenue structure, with modified PP accounting for 55.31% of its main business income, followed by other materials such as modified PC/ABS at 10.56% and modified ABS at 8.65% [1]. Group 2 - As of August 31, 2023, the number of shareholders for 聚赛龙 decreased by 13.19% to 8,765, while the average circulating shares per person increased by 15.20% to 3,514 shares [2]. - For the first half of 2025, 聚赛龙 reported a revenue of 748 million yuan, a year-on-year decrease of 1.41%, but the net profit attributable to shareholders increased by 48.80% to 21.61 million yuan [2]. - Since its A-share listing, 聚赛龙 has distributed a total of 802.73 million yuan in dividends, with 563.83 million yuan paid out over the past three years [2].

Core Points - The company, Jusalon, announced a temporary suspension of the conversion of its convertible bonds due to the implementation of its 2025 semi-annual equity distribution [1] - The suspension period for the convertible bonds (bond code: 123242; bond abbreviation: Jusalon Convertible Bonds) is from September 19, 2025, to the equity registration date of September 26, 2025 [1] - The conversion of the bonds will resume on the first trading day after the equity registration date, which is September 29, 2025 [1]

| 证券代码：301131 | 证券简称：聚赛龙 | 公告编号：2025-066 | | --- | --- | --- | | 债券代码：123242 | 债券简称：赛龙转债 | | 广州市聚赛龙工程塑料股份有限公司 关于"赛龙转债"恢复转股的提示性公告 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。 特别提示： 1、债券代码：123242 债券简称：赛龙转债 2、转股期限：2025 年 1 月 13 日至 2030 年 7 月 7 日 3、暂停转股时间：2025 年 9 月 19 日至 2025 年 9 月 26 日 2025 年 9 月 25 日 1 4、恢复转股时间：2025 年 9 月 29 日 广州市聚赛龙工程塑料股份有限公司（以下简称"公司"）因实施公司 2025 年半年度权益分派，根据《广州市聚赛龙工程塑料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》相关条款的规定，公司可转换公司债券（债券代 码：123242；债券简称：赛龙转债）自 2025 年 9 月 19 日至 2025 年半年度权益 分派股权登记日（2025 年 9 月 26 ...

Group 1 - The company, Jusa Long (301131), stated on September 24 that as of the end of August 2025, the total number of shareholders will be 8,765 [1]

Core Viewpoint - The company, Jusalong, announced its cash dividend distribution plan for the first half of 2025, indicating a commitment to returning value to shareholders through cash dividends [2] Summary by Relevant Sections - **Dividend Distribution Plan** - The company will distribute a cash dividend of 2.00 yuan (including tax) for every 10 shares held [2] - The record date for the dividend is set for September 26, 2025, and the ex-dividend date is September 29, 2025 [2]

| 证券代码：301131 | 证券简称：聚赛龙 | 公告编号：2025-064 | | --- | --- | --- | | 债券代码：123242 | 债券简称：赛龙转债 | | 广州市聚赛龙工程塑料股份有限公司 2025 年半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、完整，没有虚假 记载、误导性陈述或重大遗漏。 广州市聚赛龙工程塑料股份有限公司（以下简称"公司"）2025 年半年度权 益分派方案已获 2025 年 9 月 15 日召开的 2025 年第二次临时股东会审议通过， 现将 2025 年半年度权益分派事宜公告如下： 一、股东会审议通过利润分配及资本公积金转增股本方案等情况 1、公司 2025 年第二次临时股东会审议通过的 2025 年半年度利润分配方案 为：以 2025 年 6 月 30 日总股本 47,792,230 股为基数，向全体股东每 10 股派发 现金红利 2.00 元（含税），共计派发现金红利人民币 9,558,446.00 元（含税）。本 次利润分配不送红股，不进行资本公积金转增股本，剩余未分配利润结转至下一 年度。若在利润分配方案公布后至实施前公 ...