Group 1: Financial Performance - The company's net profit attributable to shareholders for the first half and third quarter of 2025 saw significant year-on-year growth, driven by cost optimization and product structure adjustments [2][3] - The company achieved a gross margin improvement by focusing on high-value niche products and effective cost control measures [3] Group 2: Raw Material Management - The company has implemented strategic stockpiling and flexible procurement measures to mitigate the impact of raw material price fluctuations, while maintaining long-term supply agreements with suppliers [3] - The company does not engage in direct hedging through crude oil futures contracts [3] Group 3: Production Capacity and Expansion - The East China Phase II project has a designed capacity of 100,000 tons, currently in the ramp-up phase, with an expected 30% capacity release in the first year [4] - The Southwest production base is designed for 50,000 tons and is expected to be operational within two years [4][5] Group 4: Market Position and Product Strategy - The company’s main downstream sectors are home appliances and automotive, with automotive materials accounting for over 30% of revenue [3] - The company’s core product, modified PP, contributes over 50% to revenue, while modified PA has a significantly higher gross margin but a stable revenue share due to lower usage [5][6] Group 5: Convertible Bond Strategy - The management decided not to redeem the "Sailong Convertible Bond" early to avoid short-term pressure on the stock price, with future decisions to be disclosed in subsequent announcements [6]

（文章来源：证券日报） 证券日报网讯 11月24日晚间，聚赛龙发布公告称，公司于2025年11月24日召开第四届董事会第六次会 议，审议通过了《关于以债转股方式对全资子公司增资的议案》，同意公司以债权转股权方式对全资子 公司芜湖聚赛龙新材料科技有限公司（以下简称"芜湖聚赛龙"）增资人民币17，000.00万元，本次增资 完成后，芜湖聚赛龙注册资本由2，000.00万元增加至19，000.00万元，仍为公司的全资子公司。 ...

每经头条（nbdtoutiao）——大鹏工业战略配售"肥"了自家人！认购价9元，上市首日涨到118元，实控 人和亲哥哥凭配售一天浮盈2492万元 （记者 曾健辉） 2025年1至6月份，聚赛龙的营业收入构成为：改性塑料行业占比100.0%。 截至发稿，聚赛龙市值为22亿元。 每经AI快讯，聚赛龙（SZ 301131，收盘价：46.22元）11月24日晚间发布公告称，公司第四届第六次董 事会会议于2025年11月24日在公司会议室通过现场结合通讯表决方式召开。会议审议了《关于以债转股 方式对全资子公司增资的议案》等文件。 ...

Group 1: Financial Products and Investment Performance - The issue of inflated returns on bank wealth management products has gained significant attention, with many investors reporting discrepancies between advertised and actual returns [1] - Industry experts call for standardized performance displays and emphasize the need for investors to develop a more professional and rational understanding of performance benchmarks [1] - Liang Hong, a prominent private equity manager, publicly apologized for underperforming against major indices, attributing the decline to three main factors: heavy investments in innovative drugs, hardware companies, and stablecoin stocks [1][2] Group 2: Robotics and Electric Vehicles - The Ministry of Industry and Information Technology announced the establishment of a standardization committee for humanoid robots, with representatives from several listed companies included [2] - According to TrendForce, global sales of new energy vehicles reached 5.39 million units in Q3 2025, marking a 31% year-on-year increase, with battery electric vehicles (BEVs) growing by 48% [2] Group 3: Corporate Developments and Investments - Tuozhu denied reports of Tencent's investment in its latest funding round, stating that no current financing is taking place [3] - Jiangxi Changyun announced plans to publicly transfer land use rights and assets for 7.787 million yuan [5] - Longqi Technology's subsidiary plans to invest 30 million yuan in a venture capital fund focused on the intelligent industry [6] - Jusaylong intends to increase its subsidiary's capital by 170 million yuan through a debt-to-equity swap [7] - ST Sansheng received 254 million yuan from restructuring investors [8] - Lege Co., Ltd. plans to repurchase shares worth 40 to 80 million yuan [9] - Petty Co., Ltd. announced a share buyback plan of 50 to 70 million yuan [11] Group 4: Market Performance - The market showed a rebound with all major indices closing in the green, driven by strong performances in the aerospace, military, and AI application sectors [15] - The total trading volume in the Shanghai and Shenzhen markets was 1.73 trillion yuan, reflecting a decrease from the previous trading day [15]

Group 1 - Huafeng Co., Ltd. announced a stock suspension due to a potential change in control after signing a share transfer intention agreement [1] - Keshida plans to reduce its shareholding by up to 424,000 shares, representing 0.07% of its total share capital [1] - Jinqilin intends to distribute a cash dividend of 0.10 yuan per share, totaling 19.61 million yuan [1] Group 2 - Rejingshi Biotech has repurchased 904,100 shares, accounting for 0.98% of its total share capital, with a total expenditure of 150 million yuan [2] - Yishitong has repurchased 1,236,500 shares, representing 0.619% of its total share capital, with a total expenditure of approximately 33.49 million yuan [2] Group 3 - Hanjia Design announced the release of a detention on its subsidiary's chairman, allowing him to resume duties [4] - Qingmu Technology plans to acquire 65.83% of Vitalis Pharma AS for 300 million Norwegian Krone (approximately 212 million yuan) [4] - Anda Intelligent's shareholder plans to reduce its stake by up to 2.74% [4] Group 4 - Wansheng Intelligent is a candidate for a project with a pre-bid amount of approximately 42.99 million yuan, representing 4.56% of its audited revenue for 2024 [4] - Yipin Hong received a drug registration certificate for a medication used to treat Alzheimer's symptoms [4] Group 5 - *ST Sansheng received a total of 254 million yuan from restructuring investors [4] - Haichuang Pharmaceutical received approval for clinical trials of HP518 tablets for advanced prostate cancer treatment [4] Group 6 - Ningbo Huaxiang's subsidiary plans to invest 5 million yuan in a venture capital fund focusing on intelligent industries [4] - Petty Co. plans to repurchase shares worth 50 to 70 million yuan [4] Group 7 - Tongji Technology's subsidiary won a construction project with a bid price of 866 million yuan [4] - Prolo Pharmaceutical received a drug registration certificate for a generic drug [4] Group 8 - Jingyan Technology plans to use up to 1.6 billion yuan of idle funds for financial management [4] - Furan De received government subsidies totaling 34.65 million yuan [4] Group 9 - David Medical's subsidiary's medical device registration has been accepted [4] - Jusaylong plans to increase its subsidiary's capital by 170 million yuan through debt-to-equity conversion [4] Group 10 - Heng Rui Pharmaceutical's application for a drug license has been accepted by the National Medical Products Administration [4] - Lege Co. plans to increase its stake in the company by 40 to 80 million yuan [4] Group 11 - New Beiyang's subsidiary won a project with the Bank of Communications [4] - Jiangxi Changyun plans to publicly transfer land use rights and buildings with a starting price of 7.79 million yuan [4] Group 12 - Shenqi Pharmaceutical's subsidiary has paid approximately 16.67 million yuan in tax and penalties [4] - Panjiang Co. plans to invest 1.334 billion yuan in a power plant project [4] Group 13 - Fashilong's vice president resigned for personal reasons [4] - Chunxue Food received government subsidies of 3.79 million yuan [4] Group 14 - China Galaxy completed the repayment of a short-term financing bond totaling 3.025 billion yuan [4] - Jiuzhou Pharmaceutical received approval for a chemical raw material drug [4] Group 15 - Longqi Technology's subsidiary plans to invest 30 million yuan in a venture capital fund [4]

格隆汇11月24日丨聚赛龙(301131.SZ)公布，公司以债权转股权的方式对全资子公司芜湖聚赛龙增资17,000.00万元，其中由公司自有及自筹资金形成的债权90.62万元、由公司募集资金形 ...

聚赛龙（301131）(301131.SZ)公告，公司董事会审议通过了《关于以债转股方式对全资子公司增资的 议案》，同意公司以债权转股权方式对全资子公司芜湖聚赛龙新材料科技有限公司(简称"芜湖聚赛龙") 增资人民币1.7亿元。本次以债权转股权方式对全资子公司增资事项是公司基于经营管理需要，合理优 化其内部资源配置及资产负债结构。 ...

Core Viewpoint - The company has approved a capital increase for its wholly-owned subsidiary, Wuhu Jusa Long New Materials Technology Co., Ltd., through a debt-to-equity conversion of 170 million RMB, aimed at optimizing internal resource allocation and improving its asset-liability structure [1]. Group 1 - The board of directors has passed a resolution regarding the capital increase via debt-to-equity conversion [1]. - The capital increase amounts to 170 million RMB [1]. - The decision is based on the company's operational management needs [1].

| 证券代码：301131 | 证券简称：聚赛龙 | 公告编号：2025-075 | | --- | --- | --- | | 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 关于以债转股方式对全资子公司增资的公告 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 11 月 24 日召开第四届董事会第六次会议，审议通过了《关于以债转股方式对全资子 公司增资的议案》，同意公司以债权转股权方式对全资子公司芜湖聚赛龙新材料 科技有限公司（以下简称"芜湖聚赛龙"）增资人民币 17,000.00 万元，本次增资 完成后，芜湖聚赛龙注册资本由 2,000.00 万元增加至 19,000.00 万元，仍为公司 的全资子公司。 根据《深圳证券交易所创业板股票上市规则》等有关法律法规以及《公司章 程》的相关规定，本次对全资子公司增资属于董事会决策权限，无须提交公司股 东会审议。本次增资不构成关联交易，亦不构成《上市公司重大资产重组管理办 法》规定的重大资产重组。 一、 ...

长城证券股份有限公司 关于广州市聚赛龙工程塑料股份有限公司 以债转股方式对全资子公司增资的核查意见 长城证券股份有限公司（以下简称"长城证券"或"保荐机构"）作为广州 市聚赛龙工程塑料股份有限公司（以下简称"聚赛龙"或"公司"）首次公开发 行股票并在创业板上市的保荐机构，根据《证券发行上市保荐业务管理办法》《深 圳证券交易所创业板股票上市规则》《上市公司募集资金监管规则》等有关法律 法规和规范性文件的要求，对公司以债转股的方式对全资子公司芜湖聚赛龙新材 料科技有限公司（以下简称"芜湖聚赛龙"）增资的事项进行了核查，并发表核查 意见如下： 一、本次增资事项概述 公司以债权转股权的方式对全资子公司芜湖聚赛龙增资 17,000 万元，其中 由公司自有及自筹资金形成的债权 90.62 万元、由公司募集资金形成的债权 16,909.38万元。本次增资完成后，芜湖聚赛龙注册资本由2,000万元增加至19,000 万元，仍为公司的全资子公司。 公司"华东生产基地二期建设项目"（以下简称"华东二期项目"）系 2022 年首次公开发行股票募集资金投资项目之一，芜湖聚赛龙系华东二期项目的实施 主体。因首次公开发行股票募集资金投资 ...