SD Lomon(SZ:002312) Xin Lang Cai Jing·2025-10-31 01:16Core Viewpoint - Chuanfa Longmang is a leading phosphate chemical enterprise in China, with a complete green circular economy industrial chain involving multiple resources, including sulfur, phosphorus, titanium, iron, lithium, and calcium [1] Group 1: Business Performance - In Q3 2025, Chuanfa Longmang achieved a revenue of 7.387 billion yuan, ranking third among nine companies in the industry [2] - The company's net profit for the same period was 446 million yuan, placing it fourth in the industry [2] - The revenue composition includes fertilizer products at 2.143 billion yuan (45.58%), industrial-grade monoammonium phosphate at 1.063 billion yuan (22.61%), and feed-grade dicalcium phosphate at 593 million yuan (12.62%) [2] Group 2: Financial Ratios - As of Q3 2025, Chuanfa Longmang's debt-to-asset ratio was 53.83%, higher than the industry average of 44.58% [3] - The company's gross profit margin was 14.63%, lower than the industry average of 14.88% [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 7.15% to 177,000 [5] - The average number of circulating A-shares held per shareholder increased by 15.33% to 10,600 [5] Group 4: Future Outlook - Chuanfa Longmang's revenue is projected to reach 9 billion yuan in 2025, 9.7 billion yuan in 2026, and 10.2 billion yuan in 2027 [6] - The company is expected to achieve net profits of 602 million yuan, 741 million yuan, and 910 million yuan for the same years [6] - The company is actively expanding its resource base, including a planned investment of 366 million yuan in a lithium dihydrogen phosphate project [6]