每经AI快讯，有投资者在投资者互动平台提问：公司2025年三季度光伏POE胶膜母粒收入同比大增 446%且毛利率达42%，该业务目前在总营收中占比多少？滁州5万吨项目预计2026年Q1投产，预计投产 后光伏业务占比将提升至何种水平？ 宁波色母（301019.SZ）12月16日在投资者互动平台表示，我公司的主要产品为色母粒，有彩色母粒、 白色母粒、黑色母粒和功能母粒等四大产品类别，广泛应用于 PE、PP、AS、PET、EVA、ABS 等塑料 制品领域，并最终应用于电子电器、日用品、食品饮料、日化、建材、农业、汽车、医疗等行业。作为 应用领域塑料制品的着色剂，我公司产品应用领域广，所以每个应用领域的占比不大。新建的滁州子公 司投资项目现处于建设期，根据公司战略目标规划，项目投产后采取定制化订单模式生产；在未来可能 存在行业竞争加剧、原材料价格波动、市场需求低于预期等风险。 （文章来源：每日经济新闻） ...

Core Insights - Longhong High-Tech (605008) reported a significant improvement in its Q3 2025 financial performance, with revenue reaching 1.122 billion yuan, a year-on-year increase of 18.45%, and a net profit attributable to shareholders of 14.38 million yuan, up 139.35% year-on-year [1][2] Group 1: Financial Performance - The company's net profit growth of 135.35% is closely linked to the profitability of its subsidiary, Guangxi Longhong, and the completion of the PBT facility upgrade, which restored production capacity [2] - The total profit for Q3 increased by 36.57% year-on-year, primarily due to Guangxi Longhong's entry into a profitable phase [2] Group 2: Operational Developments - The completion of the PBT facility upgrade in Q2 has led to a gradual recovery in production rhythm, operational efficiency, and capacity utilization [2] - Key projects such as the second phase of solution styrene-butadiene rubber and TPE black masterbatch have been successfully launched, with the first phase of the acrylic acid industrial park in Guangdong progressing smoothly [4] Group 3: Market Outlook - The recovery trends in downstream industries, particularly in new energy and consumer electronics, are expected to continue, enhancing industry prospects [5] - The company’s products, including TPE and PBT, are widely used in automotive and home appliance applications, positioning it well to meet changing market demands [5] - Longhong High-Tech is poised to steadily advance capacity construction and operational quality improvements, marking a clear path toward high-quality growth [5]

宁波长鸿高分子科技股份有限公司 | | 2025 年第三季度 | 2024 年第三季度 | 变动比例 | | --- | --- | --- | --- | | 主要产品名称 | 平均销售单价 | 平均销售单价 | | | | | | (%) | | | (元/吨) | (元/吨) | | 证券代码：605008 证券简称：长鸿高科 公告编号：2025-063 2025 年第三季度主要经营数据公告 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。 宁波长鸿高分子科技股份有限公司(以下简称"公司")根据上海证券交易所 《上市公司行业信息披露指引第十三号——化工》的规定，现将 2025 年第三季度 主要经营数据披露如下： | 主要产品名称 | 2025 年第三季度 | 2025 年第三季 | 年第三季度 2025 | | --- | --- | --- | --- | | | 产量（吨） | 度销量（吨） | 营业收入（万元） | | SBS | 25,441.31 | 24,671.18 | 26,378.28 | | SEBS ...

Core Viewpoint - Longhong High-Tech reported a revenue of 1.843 billion yuan for the first half of 2025, marking a year-on-year increase of 16.25%, while the net profit attributable to shareholders was 1.6766 million yuan, indicating significant challenges in profitability due to macroeconomic factors and operational adjustments [1][2]. Group 1: Financial Performance - In Q2 2025, the company achieved a revenue of 1.125 billion yuan and a net profit of 18.1054 million yuan, successfully turning around from losses in the previous quarter [1]. - The overall net profit for the first half of the year saw a substantial decline compared to the previous year, primarily due to a prolonged technical upgrade at its subsidiary, Longhong Biological, which affected production output [1][2]. Group 2: Operational Developments - Despite the profit decline, Longhong High-Tech made significant progress in key projects, including the completion of the 250,000 tons/year solution styrene-butadiene rubber expansion project and the TPE black masterbatch technical upgrade project [2]. - The company is in the process of acquiring 100% equity of Guangxi Changke, which will expand its product matrix into the specialty synthetic resin sector, enhancing its full-chain layout from basic raw materials to high-end modified materials [2]. Group 3: Product Line Performance - The PBAT/PBT business line maintained growth with a revenue increase of 23.05% and a gross margin improvement of 2.12 percentage points [2]. - The calcium carbonate business emerged as the largest performance highlight, with a revenue increase of 842.33% and a gross margin increase of 11.47 percentage points, benefiting from the scale production phase and high-value products [3]. - The black masterbatch business faced short-term pressure due to technical upgrades but is expected to rebound in performance as market demand continues to recover in the second half of the year [3].

证券代码：605008 证券简称：长鸿高科 公告编号：2025-056 宁波长鸿高分子科技股份有限公司 | 主要产品名称 | 2025 年第二季度 平均销售单价 | 2024 年第二季度 平均销售单价 | 变动比例 (%) | | --- | --- | --- | --- | | | (元/吨) | (元/吨) | | | SBS | 10,905.76 | 11,820.77 | -7.74 | | SEBS | 12,346.74 | 13,309.76 | -7.24 | | PBT | 6,871.72 | 7,871.23 | -12.70 | | 热拌用沥青再生剂 | 2,810.80 | 3,589.55 | -21.69 | | 改质沥青 | 3,354.13 | | | | 黑色母粒 | 5,333.92 | 6,753.22 | -21.02 | | THF | 8,750.82 | 9,972.90 | -12.25 | （2）主要原材料价格变动情况(不含税) 2025 年第二季度主要经营数据公告 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 ...

Core Viewpoint - The company held its annual performance briefing for 2024, showcasing strong investor engagement with a 100% response rate to questions raised during the event [1] Group 1: Financial Performance - The company reported a 9.28% increase in revenue for 2024, while profit decreased by 1.41% due to increased investments in market expansion and product development [6] - In Q1 2025, the company recorded revenue of 10,695.11 million, a decrease of 6.46% year-on-year, but net profit increased by 26.81% [8][13] Group 2: Production and Capacity Expansion - The construction of the Chuzhou subsidiary factory began in November 2023, with completion expected by the end of December 2024 and production to start by June 2026 [2] - The company aims to establish a production model centered around its Ningbo headquarters, with multiple production bases in Ningbo, Zhongshan, and Chuzhou [2] Group 3: Research and Development - The company invested 1,978.03 million in R&D in 2024, accounting for 4.01% of revenue, and has 16 ongoing R&D projects [6] - The company has launched new products, including carbon-neutral masterbatches, and is focusing on innovative and differentiated products to capture market opportunities [6][9] Group 4: Market Position and Strategy - The company is recognized as a leading supplier in the plastic masterbatch industry, with its brand "Mingzhou" acknowledged as a famous trademark in Zhejiang province [7] - The company emphasizes quality management, technological innovation, and talent development to maintain its competitive edge and achieve sustainable growth [6][9] Group 5: Industry Outlook - The plastic masterbatch industry is expected to grow alongside the plastic processing industry in China, with significant development potential driven by trends towards functionalization, lightweighting, and sustainability [9]

Core Insights - Boro Town is an ideal location for black masterbatch production due to its advantageous geographical position, abundant human resources, complete industrial chain, and supportive government policies [2][3] - The local government actively implements a series of supportive policies, such as land transfer and tax reductions, to create a favorable investment environment for black masterbatch enterprises [2] Geographical Advantages - Boro Town is located in the northeast of Dongguan City, Guangdong, with convenient transportation that facilitates raw material procurement and product sales [2] - Proximity to the Ring City Expressway and closeness to Dongguan Railway Station and the airport enhance its attractiveness for businesses [2] Human Resources and R&D - The town boasts rich human resources and strong technological research and development capabilities, supported by several higher education institutions and research organizations [2] - The emphasis on education and innovation has cultivated a large pool of technical talent, providing solid support for black masterbatch production companies [2] Industrial Chain and Infrastructure - Boro Town has a well-established industrial chain and supporting facilities, offering comprehensive support and services from raw material procurement to product processing [2] - The complexity of the production process for black masterbatch, which requires various raw materials, is well accommodated by the local infrastructure [2] Government Support - The local government has introduced various incentives to encourage the development of black masterbatch enterprises, enhancing the investment environment [2] - Policies such as land transfer and tax reductions are part of a comprehensive package aimed at attracting businesses to the region [2] Future Outlook - The black masterbatch industry in Boro Town is expected to continue thriving and occupy a significant position in both domestic and international markets [3] - The combination of geographical, human, and governmental advantages positions Boro Town for greater success in the black masterbatch sector [3]

证券代码：605008 证券简称：长鸿高科 公告编号：2025-028 宁波长鸿高分子科技股份有限公司 2025 年第一季度主要经营数据公告 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。 宁波长鸿高分子科技股份有限公司（以下简称"公司"）根据上海证券交易 所《上市公司行业信息披露指引第十三号——化工》的规定，现将 2025 年第一 季度主要经营数据披露如下： | SBS | 11,887.77 | 10,977.92 | 8.29 | | --- | --- | --- | --- | | SEBS | 13,678.24 | 13,060.37 | 4.73 | | PBT | 6,852.97 | 7,924.70 | -13.52 | | 热拌用沥青再生剂 | 3,035.84 | 3,389.47 | -10.43 | | 黑色母粒 | 5,397.46 | 7,052.51 | -23.47 | （2）主要原材料价格变动情况(不含税) | 主要原料名称 | 2025 | 年第一季度 | 年第一季度 2024 | 变 ...