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]

Core Viewpoint - The company Jusa Long (301131) has stated that, according to relevant regulations, the number of shareholders outside of regular reports is non-mandatory disclosure, and it will disclose the number of shareholders at the end of each month to investors [1] Summary by Sections - Shareholder Disclosure Policy - The company will disclose the total number of shareholders as of the end of each month, adhering to regulations regarding non-mandatory disclosures [1] - Future Reporting - The total number of shareholders as of September 2025 will be disclosed in the company's third quarterly report of 2025 [1]