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IPO动态|长裕集团更新二轮回复,业绩增长停滞前后两版招股书数据打架
Zhong Jin Zai Xian· 2025-11-25 11:15
11月21日,长裕控股集团股份有限公司(以下简称:长裕集团)更新披露了第二轮问询回复。 图片 图片来源:摄图网 长裕集团主要从事锆类产品、特种尼龙产品、精细化工产品的研发、生产和销售,系行业知名的锆类产 品及特种尼龙产品供应商。2025年5月,公司主板IPO申请获上交所受理,先后于9月和11月完成了两轮 问询。 需要注意的是,长裕集团于9月30日提交的招股说明书与5月21日的初版招股书存在出入,包括历史数据 在内,其营收、净利、资产总额等关键财务指标均发生了变化。 而更新后的招股书显示,2022年-2024年,长裕集团实现营业收入分别为16.69亿元、16.08亿元和16.38 亿元,归母净利润分别为2.63亿元、1.95亿元和2.12亿元。报告期各期末,公司资产总额分别为13.18亿 元、14.09亿元和16.71亿元,出现同一申报期内数据不一致的情况。 图片 图片来源:招股书(2025-09-30) 以更新版招股书数据来看,长裕集团业绩停滞,陷入增长困境。报告期内,长裕集团的高光时刻为期初 的2022年,彼时公司营收净利双增,净利润高达2.63亿元。 次年即2023年,长裕集团业绩双双下滑,净利润降至1. ...
行业地位是否“注水”?核心产品均价、毛利率走低!长裕集团回应三大核心问题
Shen Zhen Shang Bao· 2025-11-24 15:43
上交所网站显示,长裕控股集团股份有限公司(以下简称"长裕集团"或"发行人")于11月21日在上交所更新上市申请审核动态,该公司已回复第二轮审核 问询函,主要包括关于合并报表范围、行业代表性和会计处理等三大核心问题。 今年5月21日,长裕集团IPO获受理,保荐机构为西南证券。值得一提的是,在获受理近两个月,即今年7月,该公司被抽中现场检查。 | 公司全称 | 长裕控股集团股份有限公司 | 受理日期 | 2025-05-21 | | --- | --- | --- | --- | | 公司简称 | 长裕集团 | 融资金额(亿元) | 7.00 | | 审核状态 | 已问询 | 更新日期 | 2025-11-21 | | 保荐机构 | 西南证券股份有限公司 | 保荐代表人 | 艾玮,顾书铭 | | 会计师事务所 | 上会会计师事务所(特殊普通合伙) | 签字会计师 | 袁涛,颜可意,孙东岳 | | 律师事务所 | 时代九和律师事务所 | 签字律师 | 韦微,刘欣 | | 评估机构 | 中瑞世联资产评估集团有限公司 | 签字评估师 | 字磊,李博阳 | 据招股书,长裕集团主要从事锆类产品、特种尼龙产品、精细化工产品的 ...
和邦生物跌2.35%,成交额2.73亿元,主力资金净流入1046.23万元
Xin Lang Cai Jing· 2025-11-24 03:30
和邦生物所属申万行业为:基础化工-农化制品-磷肥及磷化工。所属概念板块包括:草甘膦、生物农 药、化肥、磷化工、天然气等。 截至9月30日,和邦生物股东户数19.65万,较上期减少1.99%;人均流通股44939股,较上期增加 2.03%。2025年1月-9月,和邦生物实现营业收入59.27亿元,同比减少13.02%;归母净利润9310.85万 元,同比减少57.93%。 分红方面,和邦生物A股上市后累计派现12.05亿元。近三年,累计派现5.53亿元。 机构持仓方面,截止2025年9月30日,和邦生物十大流通股东中,鹏华中证细分化工产业主题ETF联接A (014942)位居第四大流通股东,持股9278.78万股,为新进股东。南方中证500ETF(510500)位居第 五大流通股东,持股9008.99万股,相比上期减少218.44万股。香港中央结算有限公司位居第六大流通股 东,持股8928.26万股,相比上期增加1609.08万股。光大保德信信用添益债券A类(360013)位居第九 大流通股东,持股3300.96万股,为新进股东。中欧红利优享灵活配置混合A(004814)位居第十大流通 股东,持股2459.99 ...
和邦生物11月20日获融资买入5884.85万元,融资余额5.87亿元
Xin Lang Cai Jing· 2025-11-21 01:25
11月20日,和邦生物跌0.86%,成交额5.87亿元。两融数据显示,当日和邦生物获融资买入额5884.85万 元,融资偿还6365.27万元,融资净买入-480.42万元。截至11月20日,和邦生物融资融券余额合计5.96 亿元。 截至9月30日,和邦生物股东户数19.65万,较上期减少1.99%;人均流通股44939股,较上期增加 2.03%。2025年1月-9月,和邦生物实现营业收入59.27亿元,同比减少13.02%;归母净利润9310.85万 元,同比减少57.93%。 分红方面,和邦生物A股上市后累计派现12.05亿元。近三年,累计派现5.53亿元。 机构持仓方面,截止2025年9月30日,和邦生物十大流通股东中,鹏华中证细分化工产业主题ETF联接A (014942)位居第四大流通股东,持股9278.78万股,为新进股东。南方中证500ETF(510500)位居第 五大流通股东,持股9008.99万股,相比上期减少218.44万股。香港中央结算有限公司位居第六大流通股 东,持股8928.26万股,相比上期增加1609.08万股。光大保德信信用添益债券A类(360013)位居第九 大流通股东,持股3 ...
辉隆股份:接受参与第三季度网上业绩说明会的投资者调研
Mei Ri Jing Ji Xin Wen· 2025-11-20 10:23
每经头条(nbdtoutiao)——展望"十五五" | 专访黄群慧:既要重视AI赋能千行百业,也要考量其对就业 的替代效应和带来的收入极化 每经AI快讯,辉隆股份(SZ 002556,收盘价:6.05元)发布公告称,2025年11月20日15:00-17:00,辉 隆股份接受参与第三季度网上业绩说明会的投资者调研,公司董事长、总经理程诚女士,董事、副总经 理、财务负责人胡鹏女士,董事、董事会秘书徐敏女士,独立董事张华平先生参与接待,并回答了投资 者提出的问题。 (记者 曾健辉) 2025年1至6月份,辉隆股份的营业收入构成为:农资产品占比80.33%,种子及其他占比12.47%,精细 化工产品占比7.2%。 截至发稿,辉隆股份市值为57亿元。 ...
辉隆股份涨2.09%,成交额1.11亿元,主力资金净流入997.14万元
Xin Lang Cai Jing· 2025-11-13 03:05
Core Viewpoint - The stock of Huillong Co., Ltd. has shown a significant increase in price and trading activity, indicating positive market sentiment despite a decline in revenue and net profit year-on-year [1][2]. Group 1: Stock Performance - On November 13, Huillong's stock rose by 2.09%, reaching 6.34 CNY per share, with a trading volume of 1.11 billion CNY and a turnover rate of 1.89%, resulting in a total market capitalization of 60.01 billion CNY [1]. - Year-to-date, Huillong's stock price has increased by 17.93%, with a 7.28% rise over the last five trading days, a 14.44% increase over the last 20 days, and a 6.20% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent instance on June 13, where it recorded a net buy of -1.31 billion CNY [1]. Group 2: Company Overview - Huillong Co., Ltd. is based in Hefei, Anhui Province, and was established on July 4, 1990, with its stock listed on March 2, 2011. The company primarily engages in the distribution of fertilizers, chemicals, and pesticides, as well as the production and sales of its own brand of compound fertilizers and pesticides [2]. - The revenue composition of Huillong includes 80.33% from agricultural products, 12.47% from agricultural by-products and others, and 7.20% from fine chemical products [2]. - As of September 30, 2025, the number of shareholders decreased by 6.67% to 41,100, while the average circulating shares per person increased by 7.15% to 23,027 shares [2]. Group 3: Financial Performance - For the period from January to September 2025, Huillong reported a revenue of 12.26 billion CNY, reflecting a year-on-year decrease of 2.28%, and a net profit attributable to shareholders of 165 million CNY, down 10.17% year-on-year [2]. - Since its A-share listing, Huillong has distributed a total of 1.626 billion CNY in dividends, with 648 million CNY distributed over the past three years [2]. - As of September 30, 2025, Hong Kong Central Clearing Limited was the fifth-largest circulating shareholder, holding 4.91 million shares, a decrease of 1.78 million shares from the previous period [2].
我省举办央地石化产业链供应链对接活动
Liao Ning Ri Bao· 2025-11-13 02:09
11月12日,辽宁省央地石化产业链供应链对接活动在锦州召开。活动由省工业和信息化厅、省国资 委、中国石油东北化工销售公司、中国石油锦州石化公司联合主办。石油化工企业、石化产业链支持服 务企业、我省相关行业协会代表共聚一堂,共商发展。 石化产业是我省传统优势产业。通过"减油增化、减油增特"及数字化、智能化、绿色化转型,我省 推动"大盘绿色石化集群"成为全国唯一石化主题国家先进制造业集群。当前全省精细化工占比近50%, 部分产品打破国外垄断,已形成完整产业链和"龙头引领、配套完备、协同高效"的产业生态。 活动期间,我省央地合作项目保障平台正式推出,辽宁省石化产业平台做推介,部分参会企业进行 合作签约。 为推进全省精细化工产业集群强链延链,近年来,我省始终以"政府所能"匹配"企业所需",同时加 强与央企围绕拉长产业链条深化合作,帮助辽宁传统产业升级和战新产业培育壮大,推动东北化工产业 链"链长"企业与上下游企业协同发展。 相关央企代表表示,愿以此次活动为契机,进一步深耕辽宁市场,持续优化产业布局,加大研发投 入,提升服务质量,以更高站位、更大格局、更宽视野助力辽宁全面振兴、共担维护国家战略安全的重 大使命。 ...
华锦股份涨2.06%,成交额8487.23万元,主力资金净流入763.76万元
Xin Lang Cai Jing· 2025-11-12 03:38
Core Viewpoint - Huajin Co., Ltd. has shown a positive stock performance with a year-to-date increase of 14.21% and a recent 5-day increase of 5.83% [1] Company Overview - Huajin Co., Ltd. is located in Panjin City, Liaoning Province, and was established on January 23, 1997, with its listing on January 30, 1997 [1] - The company's main business includes the production of polyolefin products, oil products, liquefied products, urea, and fine chemical products [1] - The revenue composition is as follows: crude oil processing and petroleum products 72.54%, polyolefin products 10.18%, urea 4.36%, aromatic products 3.74%, butadiene 2.91%, ABS products and by-products 2.23%, ethylene oxide 1.88%, ethylene glycol products 1.20%, others 0.84%, and liquid ammonia 0.11% [1] Financial Performance - For the period from January to September 2025, Huajin Co., Ltd. achieved an operating income of 30.29 billion yuan, representing a year-on-year growth of 23.63% [2] - The net profit attributable to the parent company was -1.39 billion yuan, showing a year-on-year increase of 26.24% [2] Shareholder Information - As of October 31, 2025, the number of shareholders for Huajin Co., Ltd. was 44,000, a decrease of 0.58% from the previous period [2] - The average circulating shares per person increased by 0.58% to 36,341 shares [2] - The company has distributed a total of 2.45 billion yuan in dividends since its A-share listing, with 262 million yuan distributed in the last three years [3] Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited was the fifth-largest circulating shareholder, holding 14.72 million shares, an increase of 4.66 million shares from the previous period [3] - HSBC Jintrust Small Cap Stock and other funds have entered the top ten circulating shareholders, indicating increased institutional interest [3]
湖北宜化股价涨5%,万家基金旗下1只基金重仓,持有79.01万股浮盈赚取56.1万元
Xin Lang Cai Jing· 2025-11-06 02:12
Group 1 - Hubei Yihua's stock price increased by 5% to 14.90 CNY per share, with a trading volume of 359 million CNY and a turnover rate of 2.33%, resulting in a total market capitalization of 16.215 billion CNY [1] - Hubei Yihua Chemical Co., Ltd. was established on September 6, 1993, and listed on August 15, 1996. The company's main business involves the production and sales of fertilizers and chemical products [1] - The revenue composition of Hubei Yihua includes: phosphate fertilizer 26.07%, polyvinyl chloride 18.92%, urea 13.86%, others 12.07%, coal 11.92%, other chlor-alkali products 9.18%, and fine chemical products 7.98% [1] Group 2 - Wan Jia Fund has one fund heavily invested in Hubei Yihua, specifically the Wan Jia CSI 1000 Index Enhanced A (005313), which held 790,100 shares, accounting for 0.56% of the fund's net value, ranking as the fourth largest holding [2] - The Wan Jia CSI 1000 Index Enhanced A fund has a total scale of 1.223 billion CNY and has achieved a year-to-date return of 32.18%, ranking 1521 out of 4216 in its category [2] - The fund has a one-year return of 29.26%, ranking 1295 out of 3909, and a cumulative return since inception of 162.82% [2] Group 3 - The fund manager of Wan Jia CSI 1000 Index Enhanced A is Qiao Liang, who has been in the position for 6 years and 80 days, with a total asset scale of 5.886 billion CNY [3] - During Qiao Liang's tenure, the best fund return was 122.44%, while the worst return was 1.09% [3]
三棵树:聘任顾敏娜为公司董事会秘书
Mei Ri Jing Ji Xin Wen· 2025-11-05 11:16
Group 1 - The company, Sankeshu (SH 603737), announced the appointment of Gu Minna as the secretary of the board of directors for a term of three years, effective from the date of board approval until the end of the seventh board term [1] - For the fiscal year 2024, the revenue composition of Sankeshu is as follows: fine chemicals account for 85.26%, waterproof membranes for 10.9%, building decoration for 2.15%, and other businesses for 1.7% [1] - As of the report date, Sankeshu has a market capitalization of 31.7 billion yuan [1]