截至发稿，聚赛龙市值为22亿元。 每经头条（nbdtoutiao）——处方药变"瘾品"：国内首次报告普瑞巴林滥用致成瘾病例，网络平台暴 露"无病历可购药"漏洞，列管与否尚需科学考量 每经AI快讯，聚赛龙（SZ 301131，收盘价：46.91元）发布公告称，2025年12月9日下午13:00~14:30， 聚赛龙接受中信证券等投资者调研，公司董事会秘书吴若思，证券事务代表熊艳参与接待，并回答了投 资者提出的问题。 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%。 （记者 曾健辉） ...

Group 1: Financial Performance - The company's net profit for the first three quarters increased due to cost optimization and product innovation, with a focus on high-value products improving overall gross margin [1] - The company has achieved a production capacity utilization rate of 80% at its Guangzhou headquarters, designed for 200,000 tons [3] Group 2: Customer Structure - Downstream customers include home appliance manufacturers (approximately 50% of revenue) and automotive clients (30%-40%), with other industries accounting for 10%-20% [1][2] Group 3: Production Capacity - The company has three production bases: South China (200,000 tons), East China (100,000 tons, currently ramping up), and Southwest China (under construction) [3] Group 4: Market Expansion - The company is expanding into emerging sectors beyond home appliances and automotive, with technology reserves for industries such as electronics, security, and agriculture [4] Group 5: Payment Methods - Suppliers are large petrochemical companies, primarily using cash on delivery, while downstream customers typically use invoices, resulting in longer payment cycles [5] Group 6: Impact of Price Reductions - The company is affected by price reductions in downstream markets but is enhancing R&D and product efficiency to mitigate these impacts [6] Group 7: Order Stability - The company has established strong relationships with key clients in home appliances and automotive sectors, ensuring stable order volumes [7] Group 8: International Plans - Currently, the company focuses on domestic sales, with minimal export activity and no immediate plans for international expansion [7] Group 9: Employee Incentives - The company has a mature internal talent development and incentive mechanism and is researching relevant regulations for potential future stock incentive plans [7]

Group 1 - The company has developed materials that can be used in mobile phone casings and frames, but does not involve core technologies related to AI mobile phone components [2] - The company focuses on the field of modified plastics, specializing in the research, production, and sales of modified plastics [2] - The main products of the company include various types of modified general plastics, modified engineering plastics, and modified special engineering plastics [2]

证券日报网讯12月2日，聚赛龙（301131）在互动平台回答投资者提问时表示，截至2025年11月末，公 司股东总户数8137户。 ...

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]

Group 1 - The company announced that it will hold the sixth meeting of the fourth board of directors on November 24, 2025, to review a proposal for capital increase through debt-to-equity conversion [2] - The company will increase its investment in its wholly-owned subsidiary, Wuhu Jusa Long New Materials Technology Co., Ltd., by 170 million yuan, converting debt into equity [2] - Following the capital increase, the registered capital of Wuhu Jusa Long will rise from 20 million yuan to 190 million yuan, maintaining its status as a wholly-owned subsidiary of the company [2]

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]

Group 1 - The company, Jusa Long (301131.SZ), announced an increase in capital for its wholly-owned subsidiary, Wuhu Jusa Long, amounting to 170 million yuan through a debt-to-equity conversion [1] - The capital increase consists of 906,200 yuan from the company's own and self-raised funds, along with funds raised from the company [1]