长江商报消息 ●长江商报记者 汪静 金石资源（603505.SH）拟通过收购向下游氟化工战略延伸。 12月21日晚间，金石资源公告，公司拟以2.57亿元的对价，以现金方式受让浙江诺亚氟化工有限公司 （以下简称"诺亚氟化工""或"标的公司"）15.7147%股权。 金石资源表示，这是公司向下游精细氟化工进行战略性延伸以及价值链深化、产业整合的重要布局。交 易完成后，金石资源将成为诺亚氟化工第二大股东，持股比例与第一大股东仅差0.1415个百分点。 长江商报记者注意到，作为氟化工上游龙头企业，金石资源的"选化一体"产能逐步释放，近两年营业收 入高速增长，2025年前三季度达27.58亿元，已超过2024年全年。不过，由于成本增长，金石资源利润 端受挤压。 本次收购标的具有不错的盈利能力，2025年1—10月，其营业收入达到5.1亿元，净利润高达6413.09万 元。收购完成后，金石资源业绩有望增厚。 公开资料显示，金石资源成立于2001年，于2017年5月在上交所主板上市，目前从事国家战略资源萤石 矿的投资开发以及下游氟化工、含氟锂电材料深加工。作为公司核心产品，近年来，金石资源萤石保有 资源储量持续稳定在270 ...

Core Viewpoint - The company reported a significant increase in net profit and operational efficiency despite a decline in revenue due to a downturn in the national cement market [1][2]. Group 1: Financial Performance - The company achieved a net profit attributable to shareholders of 247 million yuan, a year-on-year increase of 44.53% [1]. - The net profit excluding non-recurring gains and losses was 282 million yuan, up 33.47% year-on-year [1]. - The net cash flow from operating activities reached 476 million yuan, reflecting a year-on-year growth of 23.99% [1]. - The comprehensive gross profit margin for the company's operations was 31.80%, an increase of 6.38 percentage points year-on-year, maintaining an industry-leading position [1]. Group 2: Cost Management and Operational Efficiency - The company continued to deepen cost reduction and efficiency enhancement, with the unit cost of main products decreasing by 14.97 yuan per ton [2]. - Controllable costs fell by 6.11 yuan per ton, with increased revenue contributions from the Xinjiang and Ningxia bases [2]. - The sales volume of sand and gravel aggregates grew by 37.46% year-on-year [2]. Group 3: New Business Developments - The company’s environmental business processed 88,800 tons of hazardous waste, generating revenue of 51.02 million yuan [2]. - In the renewable energy sector, photovoltaic power generation reached 14.16 million kWh, a year-on-year increase of 92.1%, with energy storage discharge growing by 182% [2]. - The company has initiated three new heavy-duty charging stations, achieving initial system integration of "light, storage, charging, and carbon" [2]. Group 4: Investment Activities - The company made new equity investments in projects such as Guangzhou New Sharp Photomask and Hefei Fangjing Technology, focusing on semiconductor materials [2]. - The company has accumulated a rich ecosystem in semiconductor-related materials over more than six years of investment, laying the foundation for the development of new business lines [2]. - Several investment projects have begun the process of going public, including Anhui Jinghe, which has been listed, and others that have received acceptance for listing on the Science and Technology Innovation Board and Hong Kong Stock Exchange [2]. Group 5: Corporate Governance and ESG Performance - The company actively supported the recommendation mechanism for independent directors by minority shareholders, becoming the first non-public enterprise listed company to respond to this reform [3]. - The company was rated A-level in the "2025 China Cement Enterprise ESG Ranking," placing it among the top ten for its performance in environmental, social, and governance aspects [3]. - Various subsidiaries received honors such as "Top 30 Local Enterprises," "Top 30 Local Taxpayers," "Green Factory," and "Provincial Green Mine" during the reporting period [3].

Group 1 - The company reported a revenue of 415 million yuan in the first half of 2025, with new quality businesses such as big data software and smart transportation generating 234 million yuan, accounting for 56.27% of total revenue, indicating a strong growth momentum [1] - The company signed new contracts worth 830 million yuan during the reporting period [1] - Research and development expenses increased by 26.19% year-on-year to 68.397 million yuan, representing 16.47% of total revenue [1] Group 2 - The company is focusing on a new generation of urban transportation systems that are unmanned, autonomous, and integrate air and ground operations, building a technology and product system based on "1 platform + N hardware" [2] - The company has been approved to lead two national key research and development projects related to autonomous road traffic systems and has made significant progress in developing key technologies for the intelligent transportation industry [2] - The company has established four specialized teams to explore innovative business models and is actively expanding its business in key domestic cities and internationally, including setting up an international headquarters in Hong Kong [2]