Core Insights - The POE film concept has seen a rise of 1.76%, ranking 6th among concept sectors, with 22 stocks increasing in value, including notable gainers such as Tuori New Energy and *ST Green Health, which hit the daily limit, and others like Fulei Ant and Fengguang Co., which rose by 6.99%, 5.05%, and 4.04% respectively [1][2] Market Performance - The top-performing concept sectors today include Cultivated Diamonds with a rise of 6.08%, Perovskite Batteries at 2.98%, and Dairy Industry at 2.37%, while sectors like Chinese AI 50 and Internet Insurance saw declines of -1.76% and -1.43% respectively [2] - The POE film concept attracted a net inflow of 0.84 billion yuan from major funds, with 11 stocks receiving net inflows, and 5 stocks exceeding 10 million yuan in net inflow. The leading stock in net inflow was Baofeng Energy, with 1.19 billion yuan, followed by Tuori New Energy and Wanhua Chemical with 1.08 billion yuan and 344.73 million yuan respectively [2][3] Fund Flow Analysis - The stocks with the highest net inflow ratios include Tuori New Energy at 50.39%, *ST Green Health at 48.08%, and Dingjide at 12.66% [3] - The detailed fund flow for the POE film concept shows Baofeng Energy with a 2.01% increase and a net inflow of 118.52 million yuan, while Tuori New Energy had a significant increase of 10.13% with a net inflow of 108.44 million yuan [3][4]

Group 1 - The company Jusaylong stated on November 5 that as of the end of October 2025, the total number of shareholders will be 8,532 [2]

Core Insights - On October 31, Jusa Long executed a block trade of 80,000 shares, amounting to 3.52 million yuan, which accounted for 6.2% of the total trading volume for the day. The transaction price was 44 yuan, representing a discount of 10.75% compared to the market closing price of 49.3 yuan [1][2]. Summary by Categories - **Transaction Details** - Date of transaction: October 31, 2025 - Security Code: 301131 - Security Name: Jusa Long - Transaction Price: 44.00 yuan - Transaction Volume: 80,000 shares - Transaction Amount: 3.52 million yuan - Buyer Brokerage: Institutional Special - Seller Brokerage: Great Wall Securities Co., Ltd., Guangzhou Tianhe Road Securities Business Department [2].

Core Viewpoint - Jusalon, a well-known company in the modified plastics sector, has shown significant challenges in revenue and profit rankings compared to industry leaders, indicating potential areas for improvement in operational performance [2][3]. Group 1: Company Overview - Jusalon was established on January 21, 1998, and was listed on the Shenzhen Stock Exchange on March 14, 2022. The company is headquartered in Guangzhou, Guangdong Province [1]. - The main business of Jusalon includes the research, production, and sales of modified plastics, with a focus on technological and product quality advantages [1]. Group 2: Financial Performance - In Q3 2025, Jusalon achieved a revenue of 1.147 billion yuan, ranking 13th out of 21 in the industry, significantly lower than the top competitor, Kingfa Technology, which reported 49.616 billion yuan [2]. - The net profit for the same period was 32.0828 million yuan, placing Jusalon 12th in the industry, again trailing behind Kingfa Technology's 636 million yuan [2]. Group 3: Financial Ratios - As of Q3 2025, Jusalon's debt-to-asset ratio was 56.36%, higher than the industry average of 45.98%, indicating greater debt pressure [3]. - The gross profit margin for Jusalon was 12.05%, which, while an improvement from 9.38% year-on-year, remains below the industry average of 14.74% [3]. Group 4: Executive Compensation - The chairman, Hao Yuan, received a salary increase from 602,400 yuan in 2023 to 903,300 yuan in 2024, an increase of 300,900 yuan [4]. - The general manager, Hao Jianxin, saw his salary rise from 759,600 yuan in 2023 to 916,900 yuan in 2024, an increase of 157,300 yuan [4]. Group 5: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 6.09% to 8,231, while the average number of circulating A-shares held per shareholder increased by 6.49% to 3,742.1 [5].

Core Insights - The company reported a revenue of 1.147 billion yuan for the first three quarters of 2025, representing a year-on-year decrease of 2.96% [1] - The net profit attributable to shareholders was 37.6296 million yuan, showing a year-on-year increase of 43.19% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 36.3556 million yuan, reflecting a year-on-year growth of 49.41% [1] - The basic earnings per share stood at 0.7875 yuan [1]

Core Insights - The company reported a revenue of 1.147 billion yuan for the first three quarters, representing a year-on-year decrease of 2.96% [1] - The net profit attributable to shareholders reached 37.6296 million yuan, showing a year-on-year increase of 43.19% [1] - The net profit excluding non-recurring gains and losses was 36.3556 million yuan, reflecting a year-on-year growth of 49.41% [1] Financial Performance - Revenue for the first three quarters: 1.147 billion yuan, down 2.96% year-on-year [1] - Net profit attributable to shareholders: 37.6296 million yuan, up 43.19% year-on-year [1] - Net profit excluding non-recurring items: 36.3556 million yuan, up 49.41% year-on-year [1]

一、拟续聘会计师事务所的基本情况 （一）机构信息 1、基本信息 中汇会计师事务所，于 2013 年 12 月转制为特殊普通合伙，管理总部设立于 杭州，系原具有证券、期货业务审计资格的会计师事务所之一，长期从事证券服 务业务。 （1）会计师事务所名称：中汇会计师事务所（特殊普通合伙） | 证券代码：301131 | 证券简称：聚赛龙 | 公告编号：2025-070 | | --- | --- | --- | | 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 关于续聘 2025 年度会计师事务所的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、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"）于 2025 年 10 月 28 日召开第四届董事会第五次会议，审议通过了《关于续聘 2025 年度会计师事 务所的议案》，拟续聘中汇会计师事务所（特殊普通合伙）（以下简称"中汇会计 师事务所"）为公司 2025 年度财务报表审计和内部控制审计机构，本议案尚须提 交公司股东会审议。本次续聘会计师事务所符合财政部、国务院国资委 ...

| 证券代码：301131 | 证券简称：聚赛龙 | 公告编号：2025-071 | | --- | --- | --- | | 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 5、会议的召开方式：现场表决与网络投票相结合。 6、会议的股权登记日：2025 年 11 月 12 日 关于召开 2025 年第三次临时股东会的通知 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。 一、召开会议的基本情况 1、股东会届次：2025 年第三次临时股东会 2、股东会的召集人：董事会 3、会议召开的合法、合规性：公司第四届董事会第五次会议审议通过了 《关于召开 2025 年第三次临时股东会的议案》，本次会议的召集、召开符合 《中华人民共和国公司法》《深圳证券交易所创业板股票上市规则》《深圳证券 交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》等法律、 行政法规、部门规章、规范性文件及《公司章程》的有关规定。 4、会议时间： （1）现场会议时间：2025 年 11 月 17 日 14:00 （2）网络投票时间：通过深圳证 ...

| 证券代码：301131 | 证券简称：聚赛龙 | 公告编号：2025-068 | | --- | --- | --- | | 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 表决结果：9 票同意，0 票反对，0 票弃权，0 票回避，议案审议通过。 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。 一、董事会会议召开情况 广州市聚赛龙工程塑料股份有限公司（以下简称"公司"）第四届董事会第 五次会议于 2025 年 10 月 28 日在公司会议室通过现场结合通讯表决方式召开， 会议通知于 2025 年 10 月 25 日以电子邮件方式发出。本次会议应参加会议董事 9 人，实际参加会议董事 9 人。本次会议由董事长郝源增先生召集并主持，公司 高级管理人员列席本次会议。本次会议的召集、召开与表决程序符合有关法律、 行政法规、部门规章、规范性文件和《公司章程》的规定。 二、董事会会议审议情况 经与会董事审议，以现场结合通讯表决方式通过了如下议案： （一） 《关于<2025 年第三季度报告>的议案》 董事会认为，公司 2025 ...

Financial Performance - The company's revenue for Q3 2025 was ¥399,710,035.16, a decrease of 5.75% compared to the same period last year[5] - Net profit attributable to shareholders for Q3 2025 was ¥16,019,099.58, an increase of 36.26% year-on-year[5] - The basic earnings per share for Q3 2025 was ¥0.3353, reflecting a growth of 36.30% compared to the previous year[5] - The company reported a 48.22% increase in net profit after deducting non-recurring gains and losses, totaling ¥15,696,372.63 for Q3 2025[5] - Total operating revenue for the current period is CNY 1,147,454,819.81, a decrease from CNY 1,182,509,581.67 in the previous period[34] - Net profit for the current period is CNY 32,082,775.00, compared to CNY 18,319,185.57 in the previous period, reflecting a significant increase of 75.4%[36] - Earnings per share (EPS) for the current period is CNY 0.7875, up from CNY 0.5500 in the previous period, showing improved profitability[37] Assets and Liabilities - The total assets as of September 30, 2025, were ¥1,945,403,408.77, down 4.77% from the end of the previous year[6] - The company's total liabilities decreased by 35.62% due to repayment of bank debts during the reporting period[10] - Total liabilities amount to CNY 1,096,410,948.47, a decrease from CNY 1,197,563,931.93 in the previous period, indicating a reduction in financial leverage[33] - Non-current liabilities total CNY 494,202,916.34, slightly down from CNY 497,205,526.29 in the previous period[33] - The company's total equity stands at CNY 848,992,460.30, a marginal increase from CNY 845,205,159.34 in the previous period[33] Cash Flow - Cash flow from operating activities for the year-to-date was ¥13,930,360.37, a significant increase of 219.49%[5] - Operating cash flow for the current period is ¥13,930,360.37, a significant improvement from a net outflow of ¥11,658,219.58 in the previous period[39] - Cash inflow from investment activities increased to ¥162,512,372.39, compared to ¥115,647,021.23 in the prior period, driven by higher cash recovered from investments[39] - Net cash flow from financing activities showed a deficit of ¥78,066,665.75, contrasting with a positive inflow of ¥70,697,759.24 in the previous period[40] - The total cash and cash equivalents at the end of the period amounted to ¥156,372,626.27, up from ¥72,122,819.25 in the previous year[40] Shareholder Information - The total number of common shareholders at the end of the reporting period is 8,231[15] - The largest shareholder, Hao Yuanzeng, holds 24.24% of the shares, totaling 11,587,668 shares[15] - The top ten shareholders include several related parties, indicating a close-knit control structure[16] - The company has a significant number of restricted shares, with major shareholders having a total of 8,797,500 shares under lock-up[18] - The company has a clear plan for the release of restricted shares, with a schedule for annual unlocks based on shareholding[18] Convertible Bonds - The company plans to issue 2,500,000 convertible bonds with a total fundraising amount of RMB 250,000,000[20] - The convertible bonds, named "Sailong Convertible Bonds," will be listed on the Shenzhen Stock Exchange starting July 29, 2024[20] - As of September 30, 2025, a total of RMB 517,500 of "Sailong Convertible Bonds" has been converted into 14,067 shares, accounting for 0.0294% of the company's total issued common shares[21] - The first interest payment for the "Sailong Convertible Bonds" is scheduled for July 8, 2025, with a coupon rate of 0.30%[22] - The company decided not to exercise the early redemption rights for the "Sailong Convertible Bonds" despite meeting the conditions for redemption, with the stock price exceeding 130% of the conversion price for 15 out of 30 trading days[23] - The initial conversion price of the "Sailong Convertible Bonds" was adjusted from 36.81 CNY/share to 36.40 CNY/share, and subsequently to 36.20 CNY/share after the implementation of the 2025 semi-annual equity distribution plan[24] Expenses and Investments - The company’s investment income dropped by 74.21% to ¥138,680.12, primarily due to reduced financial investment returns[12] - The company’s income tax expense surged by 309.36% to ¥4,562,353.61, driven by increased profits during the reporting period[12] - The company reported a decrease in research and development expenses to CNY 37,717,865.34 from CNY 38,342,972.77, suggesting a potential shift in R&D focus[35] - The company’s financial expenses increased to CNY 16,168,585.10 from CNY 14,022,485.65, reflecting higher interest costs[35] - Cash inflow from investment income rose to ¥2,387,729.99, compared to ¥409,749.63 in the previous period, reflecting better investment performance[39]