Group 1 - The company, 聚赛龙, specializes in modified general plastics, modified engineering plastics, and modified special engineering plastics, and is recognized as a national high-tech enterprise and a national specialized and innovative small giant enterprise [2] - 聚赛龙 was established in 1998 and listed on the Shenzhen Stock Exchange's ChiNext board in March 2022, with the stock code 301131 [2] - The company has two major production bases located in East and South China, and its core products have received UL and CQC certifications [2] Group 2 - For the period from January to March 2025, 聚赛龙 reported an operating income of 360.3 million yuan, a year-on-year increase of 5.76%, and a net profit attributable to shareholders of 15.8 million yuan, up 9.32% year-on-year [2] - The company's net profit excluding non-recurring gains and losses was 15.59 million yuan, reflecting a year-on-year increase of 13.75% [2] - As of May 2025, 聚赛龙 has a highly concentrated shareholder structure, with 10,130 shareholders and an average of 3,041 circulating shares per person, amounting to an average holding value of 138,000 yuan [2] Group 3 - The convertible bond, 赛龙转债, experienced a decline of 2.02%, trading at 156.958 yuan per bond, with a transaction volume of 89.88 million yuan and a conversion premium rate of 9.51% [1] - The bond has a credit rating of "A+" and a maturity period of 6 years, with interest rates increasing from 0.30% in the first year to 2.80% in the sixth year [1] - The conversion price for the bond is set at 36.4 yuan, with the conversion period starting on January 13, 2025 [1]

Group 1 - The company, 聚赛龙, specializes in modified general plastics, modified engineering plastics, and modified specialty engineering plastics, and is recognized as a national high-tech enterprise and a national specialized and innovative small giant enterprise [2] - 聚赛龙 was established in 1998 and listed on the Shenzhen Stock Exchange's Growth Enterprise Market in March 2022, with the stock code 301131 [2] - The company has two major production bases located in East and South China, and its core products have received UL and CQC certifications [2] Group 2 - For the period from January to March 2025, 聚赛龙 reported a revenue of 360.3 million yuan, representing a year-on-year increase of 5.76%, and a net profit attributable to shareholders of 15.8 million yuan, up 9.32% year-on-year [2] - The company's net profit excluding non-recurring items was 15.6 million yuan, reflecting a year-on-year increase of 13.75% [2] - As of May 2025, 聚赛龙 has a highly concentrated shareholder structure, with 10,130 shareholders and an average of 3,041 circulating shares per person, amounting to an average holding value of 138,000 yuan [2]

8月7日，赛龙转债盘中下跌2.04%报150.928元/张，成交额1.16亿元，转股溢价率7.26%。 资料显示，赛龙转债信用级别为"A+"，债券期限6年（第一年0.30%、第二年0.50%、第三年1.00%、第 四年1.70%、第五年2.30%、第六年2.80%），对应正股名称为聚赛龙，转股开始日为2025年1月13日， 转股价36.4元。 可转换债券简称可转债，是一种可以在特定时间、按特定条件转换为普通股票的特殊企业债券，兼具债 权和股权的特征。一般而言，持有人可按照发行时约定的价格将债券转换成公司的普通股票的债券。如 果债券持有人不想转换，则可以继续持有债券，直到偿还期满时收取本金和利息，或者在流通市场出售 变现。 资料显示，广州市聚赛龙工程塑料股份有限公司(以下简称"公司"或"聚赛龙")成立于1998年,是专业从事 新材料领域改性通用塑料、改性工程塑料、改性特种工程塑料等高分子材料的国家级高新技术企业、国 家级专精特新小巨人企业。2022年3月在深交所创业板上市,股票简称:聚赛龙,股票代码:301131。聚赛龙 总部位于广州从化,在华东、华南建有两大生产基地。公司拥有通用改性塑料、改性工程塑料、功能高 ...

8月6日，赛龙转债盘中上涨2.27%报153.36元/张，成交额5926.20万元，转股溢价率9.25%。 根据最新一期财务数据，2025年1月-3月，聚赛龙实现营业收入3.603亿元，同比增加5.76%；归属净利 润1580.23万元，同比增加9.32%；扣非净利润1558.97万元，同比增加13.75%。 截至2025年5月，聚赛龙筹码集中度非常集中。股东人数1.013万户，人均流通股3041股，人均持股金额 13.8万元。 资料显示，赛龙转债信用级别为"A+"，债券期限6年（第一年0.30%、第二年0.50%、第三年1.00%、第 四年1.70%、第五年2.30%、第六年2.80%），对应正股名称为聚赛龙，转股开始日为2025年1月13日， 转股价36.4元。 可转换债券简称可转债，是一种可以在特定时间、按特定条件转换为普通股票的特殊企业债券，兼具债 权和股权的特征。一般而言，持有人可按照发行时约定的价格将债券转换成公司的普通股票的债券。如 果债券持有人不想转换，则可以继续持有债券，直到偿还期满时收取本金和利息，或者在流通市场出售 变现。 资料显示，广州市聚赛龙工程塑料股份有限公司(以下简称"公司"或" ...

截至2025年5月，聚赛龙筹码集中度非常集中。股东人数1.013万户，人均流通股3041股，人均持股金额 13.8万元。 可转换债券简称可转债，是一种可以在特定时间、按特定条件转换为普通股票的特殊企业债券，兼具债 权和股权的特征。一般而言，持有人可按照发行时约定的价格将债券转换成公司的普通股票的债券。如 果债券持有人不想转换，则可以继续持有债券，直到偿还期满时收取本金和利息，或者在流通市场出售 变现。 资料显示，广州市聚赛龙工程塑料股份有限公司(以下简称"公司"或"聚赛龙")成立于1998年,是专业从事 新材料领域改性通用塑料、改性工程塑料、改性特种工程塑料等高分子材料的国家级高新技术企业、国 家级专精特新小巨人企业。2022年3月在深交所创业板上市,股票简称:聚赛龙,股票代码:301131。聚赛龙 总部位于广州从化,在华东、华南建有两大生产基地。公司拥有通用改性塑料、改性工程塑料、功能高 分子材料、塑料合金等产品系列,核心产品通过了美国UL认证、CQC认证。 根据最新一期财务数据，2025年1月-3月，聚赛龙实现营业收入3.603亿元，同比增加5.76%；归属净利 润1580.23万元，同比增加9.32%； ...

Group 1: Investment Projects - The new fundraising projects are expected to have a total production capacity of 30,000 tons with 4 new extrusion lines operational by the end of 2024 [2][3] Group 2: Production and Operations - The Malaysian subsidiary has relocated to a purchased property, primarily producing color masterbatches while reserving space for modified plastics production [2][3] - The company focuses on high-performance modified nylon, polyester, and engineering plastics, catering to specific demands in robotics and low-altitude economy sectors [3] Group 3: Financial Performance - In Q1, the company reported a revenue increase of 5.29% year-on-year, but net profit decreased by 2.50% due to the transition of construction projects to fixed assets and the commencement of depreciation [3] Group 4: Raw Material Management - The company has a pricing mechanism with major clients that considers raw material costs and fixed costs, leading to a lag in product price adjustments [3] - Inventory management is cautious and practical, optimizing procurement cycles to maintain reasonable raw material stock for continuous production [3]

Group 1 - The company, 聚赛龙, is a national high-tech enterprise specializing in modified general plastics, modified engineering plastics, and modified special engineering plastics [2] - 聚赛龙 was established in 1998 and listed on the Shenzhen Stock Exchange's Growth Enterprise Market in March 2022, with stock code 301131 [2] - The company has two major production bases located in East and South China [2] Group 2 - In the first quarter of 2025, 聚赛龙 achieved operating revenue of 360.3 million yuan, a year-on-year increase of 5.76% [2] - The net profit attributable to shareholders was 15.8 million yuan, reflecting a year-on-year increase of 9.32% [2] - The non-recurring net profit was 15.6 million yuan, showing a year-on-year increase of 13.75% [2] Group 3 - As of March 2025, the concentration of shares among the top ten shareholders is very high, accounting for 58.05% of total shares [2] - The top ten circulating shareholders hold a combined 35.11% of the circulating shares [2] - The number of shareholders is 8,168, with an average of 3,770 circulating shares and an average holding amount of 145,500 yuan per shareholder [2] Group 4 - The convertible bond, 赛龙转债, experienced a decline of 2.18%, trading at 138.901 yuan per bond with a transaction volume of 42.74 million yuan [1] - The bond has a credit rating of "A+" and a maturity period of 6 years, with varying interest rates from 0.30% to 2.80% over the years [1] - The conversion price for the bond is set at 36.81 yuan, with the conversion starting on January 13, 2025 [1]