SD Lomon(SZ:002312) Zheng Quan Ri Bao Zhi Sheng·2025-10-23 14:12Core Insights - Sichuan Development Longmang Co., Ltd. reported a revenue of 7.387 billion yuan and a net profit of 437 million yuan for the first three quarters of 2025, showing growth in both metrics compared to the previous year [1] - In Q3 2025, the company achieved a revenue increase of 32.54% and a net profit increase of 50.91% year-on-year [1] Business Strategy - The company adheres to a development strategy focused on "scarce resources + core technology + industrial integration + advanced mechanisms," concentrating on the phosphate chemical main business [1] - Core products such as industrial-grade monoammonium phosphate and feed-grade dicalcium phosphate maintain industry-leading positions [1] - The company is building a multi-resource green circular economy industrial chain, focusing on projects related to iron phosphate and lithium iron phosphate [1] Asset Integration - During the reporting period, the company continued to integrate high-quality phosphate mine assets, acquiring a 10% stake in Sichuan Development Tiensheng Mining Co., Ltd., a subsidiary of its controlling shareholder [2] - The Xiaogou Phosphate Mine, associated with this acquisition, has a total discovered phosphate ore resource of 401 million tons and a designed production capacity of 5.5 million tons per year [2] New Projects - The company announced the investment in a 100,000 tons/year lithium dihydrogen phosphate project through its wholly-owned subsidiary, Deyang Chuanfa Longmang New Materials Co., Ltd. [2] - This project aims to leverage the company's advantages in resources, industry, and technology, optimizing product structure and enhancing the layout of new energy materials [2] Future Outlook - The company plans to maintain safety and environmental standards while optimizing its phosphate chemical main business and advancing new energy material projects [2] - The target for total revenue in 2025 is set at 8.38 billion yuan [2]