SD Lomon(SZ:002312) Chang Jiang Shang Bao·2025-10-27 03:03Core Viewpoint - The company, Chuanfa Longmang, is experiencing stable growth driven by its dual strategy in phosphate chemicals and new energy materials, as evidenced by its financial performance in Q3 2025 [1][2]. Financial Performance - In Q3 2025, the company achieved an operating income of 2.686 billion yuan, representing a year-on-year increase of 32.54%, and a net profit attributable to shareholders of 198 million yuan, up 50.91% year-on-year [1][2]. - For the first three quarters of 2025, the company reported an operating income of 7.387 billion yuan, a year-on-year growth of 22.06%, and a net profit of 437 million yuan, reflecting a 2.81% increase year-on-year [1][2]. Investment and Project Development - The company plans to invest 366 million yuan in a new project to build a 100,000 tons/year lithium dihydrogen phosphate facility in the Deyang-Abazhou Ecological Economic Industrial Park in Sichuan Province [1][5]. - The company has also acquired a 10% stake in Sichuan Development Tiansheng Mining Co., which holds rich phosphate resources, with a total identified phosphate ore resource of 401 million tons and a designed production capacity of 5.5 million tons/year [2]. Financing Activities - The company has made significant progress in financing, with the approval to issue medium-term notes totaling up to 2.5 billion yuan, aimed at repaying debts, supplementing working capital, and funding project construction [3]. Collaborative Projects - The company has signed a cooperation framework agreement with Fulian Precision Engineering to jointly invest in a high-pressure dense lithium iron phosphate project and a precursor project, enhancing its collaborative efforts in the phosphate chemical sector [4].