Core Insights - Company reported a decline in revenue and net profit for the first three quarters of 2025, with total revenue of 23.552 billion yuan, down 6.5% year-on-year, and net profit attributable to shareholders of 2.374 billion yuan, down 22.1% year-on-year [1] - In Q3 2025, the company achieved revenue of 7.789 billion yuan, a decrease of 5.1% year-on-year and 2.5% quarter-on-quarter, with a net profit of 0.805 billion yuan, down 2.4% year-on-year and 6.6% quarter-on-quarter [1] - The gross margin for Q3 was 19.1%, with a net profit margin of 11.4%, showing slight year-on-year increases but declines compared to the previous quarter [1] Revenue and Profit Analysis - For the first three quarters, the company’s revenue was 23.552 billion yuan, with a gross margin of 18.38% and a net profit margin of 11.12%, reflecting year-on-year decreases of 1.6 and 1.9 percentage points respectively [1] - In Q3, the company’s revenue was 7.789 billion yuan, with a gross margin of 19.1% and a net profit margin of 11.4%, showing year-on-year increases of 1.6 and 0.5 percentage points, but declines of 0.5 and 0.6 percentage points quarter-on-quarter [1] Segment Performance - The company’s four main segments (new materials, fertilizers, organic amines, and acetic acid and derivatives) saw volume growth in Q3, with fertilizers experiencing over 40% year-on-year growth [2] - In Q3, the sales volumes for the four segments were 0.7596 million tons (new materials), 1.4489 million tons (fertilizers), 0.1581 million tons (organic amines), and 0.4034 million tons (acetic acid and derivatives), with year-on-year growth rates of 14.23%, 40.13%, 3.60%, and 8.79% respectively [2] - Revenue for the segments in Q3 was 3.936 billion yuan (new materials), 1.947 billion yuan (fertilizers), 0.614 billion yuan (organic amines), and 0.809 billion yuan (acetic acid and derivatives), with year-on-year changes of -1.55%, +21.38%, +0.66%, and -19.82% respectively [2] Price Trends - Product prices in Q3 showed a significant year-on-year decline, with urea, DMF, and other products experiencing decreases ranging from 2.4% to 30.4% [3] - Only carbon dioxide dimethyl and oxalic acid saw slight price increases quarter-on-quarter, while most other products continued to decline [3] - Raw material prices for coal showed an upward trend quarter-on-quarter, with prices for smoke coal and thermal coal increasing [3] Profit Forecast - Based on changes in product and raw material prices, the company has adjusted its profit forecasts for 2025-2027 to 2.928 billion yuan, 4.243 billion yuan, and 4.336 billion yuan respectively, while maintaining a "buy" rating [3]

证券代码：603906 证券简称：龙蟠科技 公告编号：2025-133 江苏龙蟠科技集团股份有限公司 关于 2025 年三季度主要经营数据的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据上海证券交易所《上海证券交易所上市公司自律监管指引第3号——行业 信息披露》之《第十三号——化工》及相关规定要求，现将公司2025年前三季度 主要经营数据情况披露如下： 注：碳酸锂加工产量仅为对外销售的部分。 二、主要产品和原材料的价格变动情况 （二）主要原材料价格变动情况 公司2025年前三季度主要原材料价格均有不同幅度的变化，其中基础油采购 均价较上年同期减少110.13元/吨，下降1.39%；乙二醇采购均价较上年同期增加 61.30元/吨，增长1.55%；尿素采购均价较上年同期减少435.51元/吨，下降20.79%； 磷酸铁采购均价较上年同期减少317.01元/吨，下降3.62%；碳酸锂采购均价较上 年同期减少18,916.29元/吨，下降22.88%。 主要产品 产量（吨） 销量（吨） 营业收入（万元） 车用环保精细化学品 ...

证券代码：603193 证券简称：润本股份 公告编号 2025-043 润本生物技术股份有限公司 关于 2025 年第三季度主要经营数据的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性 陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据上海证券交易所《上海证券交易所上市公司自律监管指引第 3 号行业信息 披露：第十三号——化工》的要求，现将润本生物技术股份有限公司（以下简称 "公司"）2025 年第三季度主要经营数据披露如下： 注：产量包括自产、采购、委托加工数量。产量、销量为最小销售单位，包括支、瓶、盒、 包等。 二、2025 年第三季度公司主要产品和原材料的价格变动情况 （一）主要产品价格变动情况 2025 年第三季度，公司主要产品的价格详见下表： | 主要产品 | 2024 年第三季度 平均售价 | 2025 年第三季度 平均售价 | 同比变动比率 | | --- | --- | --- | --- | | 驱蚊产品系列 | 5.48 | 6.14 | 12.04% | | 婴童护理产品系列 | 7.89 | 8.51 | 7.86% | | 精油产品系列 | ...

Group 1 - In September, coal processing prices increased by 3.8% month-on-month, while prices in the coal mining and washing industry rose by 2.5% [1] - The prices in the black metal smelting and rolling processing industry saw a slight increase of 0.2%, marking two consecutive months of price rises across these sectors [1] - The price of photovoltaic equipment and components manufacturing shifted from a decrease of 0.2% last month to an increase of 0.8% this month [1] Group 2 - Prices in the non-metallic mineral products industry and lithium-ion battery manufacturing decreased by 0.4% and 0.2%, respectively, with the decline rates narrowing by 0.6 and 0.3 percentage points compared to the previous month [1] - The reduction in prices for coal processing, black metal smelting and rolling processing, coal mining and washing, photovoltaic equipment and components manufacturing, battery manufacturing, and non-metallic mineral products narrowed by 8.3, 3.4, 3.0, 2.4, 0.5, and 0.4 percentage points, respectively, compared to last month [1]

Group 1 - The company reported its main operational data for Q2 2025, including production, sales, and revenue figures for its key products [1][2] - The total production and sales figures for the main product categories are as follows: Eye products (1,417,633 produced, 1,293,001 sold, revenue of 206,219,439 yuan), Skincare products (4,321,217 produced, 4,012,166 sold, revenue of 364,708,224 yuan), Cleansing products (1,248,862 produced, 1,089,700 sold, revenue of 65,706,024 yuan), and Beauty products (2,942,370 produced, 3,173,964 sold, revenue of 268,017,038 yuan) [1] - The average selling price of eye products increased by 57.93% to 159.49 yuan due to a higher proportion of upgraded eye cream sales and a lower proportion of eye mask sales [1][2] Group 2 - The average selling price of beauty products increased by 42.78% to 84.44 yuan, attributed to optimized marketing strategies that reduced low-priced promotional items [2] - The company experienced a decrease in the prices of key raw materials, including propylene glycol and butylene glycol, which helped lower procurement costs by 2% [2] - The company implemented large-scale procurement strategies, resulting in a 10% decrease in packaging materials, a 15% decrease in tube packaging, and a 24% decrease in certain box packaging materials [2]

股票简称：红星发展 股票代码：600367 编号：临 2025-037 1 主要产品 产量（吨） 销量（吨） 营业收入（万元） 碳酸钡 50,488 45,655 14,238 硫酸钡 9,472 8,873 3,546 氢氧化钡 6,014 6,646 5,319 高纯钡盐 6,297 7,156 6,287 碳酸锶 6,855 5,333 5,934 电解二氧化锰 2,860 3,501 4,762 硫磺 9,306 9,725 2,070 硫脲(含精制、高纯品) 1,663 1,866 2,010 一、主要产品的产量、销量及收入实现情况 | | 2025 年第二季 | 2024 年第二季 | | | --- | --- | --- | --- | | 主要原材料 | 度平均采购价 | 度平均采购价 | 变动比例（%） | | | （元/吨） | （元/吨） | | | 重晶石（母公司） | 377.60 | 311.39 | 21.26 | | 重晶石（子公司大龙锰业） | 448.13 | 356.88 | 25.57 | | 天青石 | 1,134.93 | 1,014.55 | 11.87 | | ...

Core Viewpoint - The announcement provides an overview of the operational performance of Zhongyan Inner Mongolia Chemical Co., Ltd. for the first half of 2025, highlighting production, sales, and revenue figures across various product categories. Group 1: Main Products' Performance - The company reported the following revenue and production figures for its main products: - Sodium metal and sodium chlorate generated a revenue of 457.30 million yuan with a production of 74,600 tons and sales of 75,500 tons [1] - Soda ash generated a revenue of 2,658.23 million yuan with a production of 2,160,500 tons and sales of 2,145,200 tons [1] - PVC resin generated a revenue of 694.78 million yuan with a production of 109,600 tons and sales of 111,600 tons [1] - Caustic soda generated a revenue of 532.32 million yuan with a production of 186,800 tons and sales of 176,500 tons [1] - Ammonium chloride generated a revenue of 138.82 million yuan with a production of 429,400 tons and sales of 425,100 tons [1] - Medicinal products such as compound licorice tablets and Cistanche deserticola granules generated a revenue of 69.69 million yuan with a production of 1,454,900 boxes and sales of 1,330,500 boxes [1] Group 2: Price Changes of Main Products - The average selling prices of key products experienced the following changes: - Sodium metal and sodium chlorate prices decreased by 10.86% and 7.44% respectively due to supply-demand adjustments [2] - Soda ash prices fell by 38.24%, PVC prices decreased by 14.01%, and paste resin prices dropped by 10.43% due to weakened downstream demand and increased capacity [2] - Caustic soda prices increased by 19.87% due to strong downstream demand, while ammonium chloride prices decreased by 21.85% due to lower raw material costs and increased supply [2] Group 3: Raw Material Price Changes - The prices of major raw materials showed the following changes: - The price of raw salt decreased by 27.90%, while limestone prices remained stable due to supply-demand balance [2] - The prices of coke and coal fell by 13.38% and 7.20% respectively, benefiting from increased domestic coal supply and reduced thermal power demand [2] - Liquid ammonia prices decreased by 11.14% due to the downward transmission effect of coal prices, and licorice extract powder prices dropped significantly due to increased market supply [2]

江苏龙蟠科技股份有限公司 关于 2024 年度主要经营数据的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据上海证券交易所《上市公司行业信息披露指引第十八号——化工》及相 关规定要求，现将 2024 年主要经营数据披露如下： 注：上表中数值若出现总数与各分项数值之和尾数不符，均为四舍五入原因所致。 二、主要产品和原材料的价格变动情况 （一）主要产品价格变动情况 公司 2024 年一至四季度主要产品润滑油平均销售价格较上年同期下降 1.40%；柴油发动机尾气处理液平均销售价格较上年同期下降 7.74%；冷却液平 均销售价格较上年同期下降 4.49%；磷酸铁锂正极材料平均销售价格较上年同期 下降 49.55%。 证券代码：603906 证券简称：龙蟠科技 公告编号：2025-037 公司 2024 年一至四季度主要原材料均有不同幅度的变动，其中基础油采购 均价较上年同期减少 566.84 元/吨，下降 6.21%；乙二醇采购均价较上年同期增 主要产品 产量（吨） 销量（吨） 营业收入（万元） 润滑油 39,932.14 ...