Core Insights - SeLong Industrial's stock price increased by 5.39% on November 13, reaching 14.08 CNY per share, with a trading volume of 313 million CNY and a turnover rate of 9.50%, resulting in a total market capitalization of 3.379 billion CNY. The stock has risen for four consecutive days, accumulating a total increase of 9.15% during this period [1] Company Overview - SeLong Industrial Co., Ltd. is located in the Jingdezhen City, Jiangxi Province, and was established on December 2, 2003. The company was listed on March 19, 2015. Its main business involves the research, production, and sales of chemical products, including AC foaming agents, thionyl chloride, and chlor-alkali products [1] - The revenue composition of SeLong Industrial is as follows: AC series products account for 58.76%, chlor-alkali series products 28.73%, thionyl chloride series products 5.40%, intermediates for medicine and pesticides 3.30%, new material additives 3.18%, other products 0.46%, and steam 0.16% [1] Shareholder Insights - Among the top ten circulating shareholders of SeLong Industrial, a fund under CITIC Prudential holds a position. The CITIC Prudential Multi-Strategy Mixed (LOF) A fund (165531) entered the top ten circulating shareholders in the third quarter, holding 956,400 shares, which represents 0.4% of the circulating shares. The estimated floating profit today is approximately 688,600 CNY, with a total floating profit of 1,071,200 CNY during the four-day increase [2] - The CITIC Prudential Multi-Strategy Mixed (LOF) A fund was established on June 16, 2017, with a current scale of 1.133 billion CNY. Year-to-date returns are 47.96%, ranking 1062 out of 8145 in its category; the one-year return is 46.38%, ranking 687 out of 8059; and since inception, the return is 150.54% [2] Fund Holdings - The CITIC Prudential Multi-Strategy Mixed (LOF) A fund (165531) has a significant holding in SeLong Industrial, with 956,400 shares representing 0.46% of the fund's net value, making it the ninth largest holding. The estimated floating profit today is approximately 688,600 CNY, with a total floating profit of 1,071,200 CNY during the four-day increase [3]

Core Viewpoint - SeLong Industrial experienced a stock price increase of 5.38%, reaching 13.33 CNY per share, with a trading volume of 233 million CNY and a turnover rate of 7.73%, resulting in a total market capitalization of 3.199 billion CNY [1] Group 1: Company Overview - SeLong Industrial Co., Ltd. is located in the industrial park of LePing City, Jingdezhen, Jiangxi Province, and was established on December 2, 2003, with its listing date on March 19, 2015 [1] - The company's main business involves the research, production, and sales of chemical products, including AC foaming agents, thionyl chloride, and chlor-alkali products [1] - The revenue composition of the main business includes: AC series products 58.76%, chlor-alkali series products 28.73%, thionyl chloride series products 5.40%, intermediates for medicine and pesticides 3.30%, new material additives 3.18%, other products 0.46%, and steam 0.16% [1] Group 2: Shareholder Information - CITIC Prudential Fund has a fund that ranks among the top ten circulating shareholders of SeLong Industrial, specifically the CITIC Prudential Multi-Strategy Mixed (LOF) A (165531), which newly entered the top ten in the third quarter with 956,400 shares, accounting for 0.4% of circulating shares [2] - The fund has achieved a year-to-date return of 47.6%, ranking 1199 out of 8147 in its category, and a one-year return of 48.2%, ranking 710 out of 8056 [2] - The fund manager, Wang Ying, has been in the position for 8 years and 271 days, with a total fund asset size of 4.904 billion CNY and a best fund return of 55.71% during her tenure [2]

Core Viewpoint - The company, Shilong Industrial, is a leading producer of AC blowing agents in China, with a strong focus on product quality and cost control, and operates across a full industrial chain [1] Group 1: Business Performance - In Q3 2025, Shilong Industrial reported revenue of 1.492 billion yuan, ranking 11th among 14 companies in the industry, with the top company, Zhongtai Chemical, generating 21.246 billion yuan [2] - The revenue breakdown shows that AC series products contributed 598 million yuan (58.76%), chlor-alkali products contributed 293 million yuan (28.73%), and chlorosulfonic acid contributed 55.03 million yuan (5.40%) [2] - The net profit for the same period was 40.427 million yuan, ranking 7th in the industry, with the leading company, Junzheng Group, reporting a net profit of 2.83 billion yuan [2] Group 2: Financial Stability - As of Q3 2025, Shilong Industrial's debt-to-asset ratio was 42.01%, an increase from 41.25% year-on-year, which is lower than the industry average of 49.11%, indicating good debt repayment capability [3] - The company's gross profit margin was 13.44%, up from 12.59% year-on-year, surpassing the industry average of 11.10%, reflecting strong profitability [3] Group 3: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 64.34% to 18,200, while the average number of circulating A-shares held per shareholder decreased by 39.15% to 13,200 [5] - Among the top ten circulating shareholders, a new shareholder, CITIC Prudential Multi-Strategy Mixed Fund, entered with 956,400 shares, while the招商量化精选股票发起式A exited the list [5] Group 4: Executive Compensation - The chairman and general manager, Wang Guoqing, saw his salary decrease from 2.6408 million yuan in 2023 to 960,800 yuan in 2024, a reduction of 1.68 million yuan [4]

Core Points - The stock of Shilong Industrial reached its daily limit with a price of 16.92 yuan, an increase of 8.65%, and a total market capitalization of 4.01 billion yuan [1] - The surge in stock price is attributed to the company's strong Q3 performance, growth in chemical product business, and net capital inflow [2] Group 1: Company Performance - On October 25, 2025, Shilong Industrial reported a net profit attributable to shareholders of 40.43 million yuan for Q3, representing a year-on-year increase of 72.11%, with basic earnings per share of 0.17 yuan [2] - The positive performance indicates an improvement in the company's operational status and profitability [2] Group 2: Business Operations - Shilong Industrial primarily engages in the research, production, and sales of chemical products such as AC foaming agents, thionyl chloride, and chlor-alkali products, with AC series products accounting for 58.76% of its main business revenue [2] - Recent fluctuations in chemical product prices and changes in market demand may positively impact the company's business [2] Group 3: Market Activity - On October 22, 2025, Shilong Industrial was listed on the "Dragon and Tiger List" with a transaction volume of 248 million yuan, where total buying amounted to 199 million yuan and total selling was 128 million yuan, indicating net buying by retail and institutional investors [2] - The influx of capital suggests market optimism towards the stock, and a potential breakthrough of key resistance levels may attract further investment [2]

Group 1 - The core viewpoint of the news is that Shilong Industrial has seen a significant increase in its stock price, rising by 5.24% to reach 11.05 CNY per share, with a total market capitalization of 2.652 billion CNY [1] - Shilong Industrial, established on December 2, 2003, and listed on March 19, 2015, specializes in the research, production, and sales of chemical products, including AC foaming agents, thionyl chloride, and chlor-alkali products [1] - The main revenue composition of Shilong Industrial includes AC series products at 58.76%, chlor-alkali series products at 28.73%, thionyl chloride series products at 5.40%, intermediates for medicine and pesticides at 3.30%, new material additives at 3.18%, other products at 0.46%, and steam at 0.16% [1] Group 2 - From the perspective of the top ten circulating shareholders, a fund under China Merchants Fund has entered the top ten shareholders of Shilong Industrial, holding 1.5929 million shares, which accounts for 0.66% of the circulating shares [2] - The fund, China Merchants Quantitative Selected Stock Initiation A (001917), has achieved a year-to-date return of 38.72% and a one-year return of 47.62%, ranking 862 out of 4218 and 410 out of 3868 respectively [2] - The fund manager, Wang Ping, has a tenure of 15 years and 126 days, with the fund's total asset size at 16.687 billion CNY and a best return of 268.16% during his tenure [3]

Group 1 - The core viewpoint of the news is that Shilong Industrial experienced a decline in stock price, with a drop of 5.02% to 9.47 CNY per share, and a total market capitalization of 2.273 billion CNY [1] - Shilong Industrial, established on December 2, 2003, and listed on March 19, 2015, is primarily engaged in the research, production, and sales of chemical products, including AC foaming agents, thionyl chloride, and chlor-alkali products [1] - The revenue composition of Shilong Industrial includes AC series products at 58.76%, chlor-alkali series products at 28.73%, thionyl chloride series products at 5.40%, intermediates for medicine and pesticides at 3.30%, new material additives at 3.18%, other products at 0.46%, and steam at 0.16% [1] Group 2 - From the perspective of the top ten circulating shareholders, a fund under China Merchants Fund has entered the top ten shareholders of Shilong Industrial, holding 1.5929 million shares, which accounts for 0.66% of the circulating shares [2] - The newly entered fund, China Merchants Quantitative Selected Stock A (001917), has a current scale of 2.765 billion CNY and has achieved a return of 40.52% this year, ranking 986 out of 4222 in its category [2] - The fund has a one-year return of 81.9%, ranking 1007 out of 3804, and a cumulative return since inception of 277.18% [2]

Group 1 - The core viewpoint of the news is that SeLong Industrial experienced a stock price increase of 5.54%, reaching 10.29 CNY per share, with a trading volume of 1.26 billion CNY and a turnover rate of 5.38%, resulting in a total market capitalization of 24.70 billion CNY [1] - SeLong Industrial, established on December 2, 2003, and listed on March 19, 2015, is located in the industrial park of LePing City, Jingdezhen, Jiangxi Province. The company specializes in the research, production, and sales of chemical products, including AC foaming agents, thionyl chloride, and chlor-alkali products [1] - The revenue composition of SeLong Industrial includes AC series products at 58.76%, chlor-alkali series products at 28.73%, thionyl chloride series products at 5.40%, intermediates for medicine and pesticides at 3.30%, new material additives at 3.18%, other products at 0.46%, and steam at 0.16% [1] Group 2 - From the perspective of the top ten circulating shareholders, a fund under China Merchants Fund has entered the top ten shareholders of SeLong Industrial. The fund, China Merchants Quantitative Selected Stock Initiation A (001917), newly acquired 1.5929 million shares, accounting for 0.66% of the circulating shares, with an estimated floating profit of approximately 860,200 CNY [2] - The China Merchants Quantitative Selected Stock Initiation A (001917) fund was established on March 15, 2016, with a current scale of 27.65 billion CNY. Year-to-date returns are 38.64%, ranking 883 out of 4222 in its category; the one-year return is 76.85%, ranking 948 out of 3800; and since inception, the return is 272.12% [2]

Group 1 - The core point of the news is that SeLong Industrial experienced a decline of 5.08% in its stock price, reaching 9.72 CNY per share, with a trading volume of 422 million CNY and a turnover rate of 16.17%, resulting in a total market capitalization of 2.333 billion CNY [1] - SeLong Industrial, established on December 2, 2003, and listed on March 19, 2015, is located in the Jingdezhen City, Jiangxi Province, and specializes in the research, production, and sales of chemical products including AC foaming agents, thionyl chloride, and chlor-alkali [1] - The revenue composition of SeLong Industrial includes AC series products at 58.76%, chlor-alkali series products at 28.73%, thionyl chloride series products at 5.40%, intermediates for medicine and agriculture at 3.30%, new material additives at 3.18%, other products at 0.46%, and steam at 0.16% [1] Group 2 - From the perspective of the top ten circulating shareholders, a fund under China Merchants Fund has entered the top ten shareholders of SeLong Industrial, holding 1.5929 million shares, which accounts for 0.66% of the circulating shares [2] - The China Merchants Quantitative Selected Stock Fund A (001917) was newly included in the top ten circulating shareholders in the second quarter, with an estimated floating loss of approximately 828,300 CNY today [2] - The fund, established on March 15, 2016, has a latest scale of 2.765 billion CNY, with a year-to-date return of 38.3% and a one-year return of 75.85%, ranking 710 out of 4222 and 914 out of 3798 respectively [2]

Group 1 - The core viewpoint of the news is that Jiangxi Shilong Industrial Co., Ltd. experienced a decline in stock price, with a drop of 5.08% to 8.96 CNY per share, and a total market capitalization of 2.15 billion CNY [1] - The company, established on December 2, 2003, and listed on March 19, 2015, specializes in the research, production, and sales of chemical products, including AC foaming agents, thionyl chloride, and chlor-alkali products [1] - The revenue composition of the company includes AC series products at 58.76%, chlor-alkali series products at 28.73%, thionyl chloride series products at 5.40%, intermediates for medicine and agriculture at 3.30%, new material additives at 3.18%, other products at 0.46%, and steam at 0.16% [1] Group 2 - From the perspective of the top ten circulating shareholders, a fund under China Merchants Fund has entered the top ten shareholders of Shilong Industrial, holding 1.5929 million shares, which accounts for 0.66% of the circulating shares [2] - The fund, China Merchants Quantitative Selected Stock Initiation A (001917), has a total scale of 2.765 billion CNY and has achieved a return of 35.65% this year, ranking 615 out of 4222 in its category [2] - The fund has a one-year return of 75.08%, ranking 851 out of 3776, and a cumulative return since inception of 264.11% [2]

Group 1 - The core viewpoint of the news is that Shilong Industrial experienced a decline in stock price, with a drop of 5.08% to 8.96 CNY per share, and a total market capitalization of 2.15 billion CNY [1] - Shilong Industrial, established on December 2, 2003, and listed on March 19, 2015, is located in the Jingdezhen City, Jiangxi Province, and specializes in the research, production, and sales of chemical products including AC foaming agents, thionyl chloride, and chlor-alkali products [1] - The main business revenue composition of Shilong Industrial includes AC series products at 58.76%, chlor-alkali series products at 28.73%, thionyl chloride series products at 5.40%, intermediates for medicine and pesticides at 3.30%, new material additives at 3.18%, other products at 0.46%, and steam at 0.16% [1] Group 2 - From the perspective of fund holdings, Huaxia Fund has a significant position in Shilong Industrial, with Huaxia Taixing Mixed A (004202) holding 31,900 shares, accounting for 0.09% of the fund's net value, ranking as the tenth largest holding [2] - Huaxia Taixing Mixed A (004202) was established on July 14, 2017, with a latest scale of 233 million CNY, and has a year-to-date return of 2.08%, ranking 7472 out of 8191 in its category [2] - The fund manager, Song Yang, has been in position for 8 years and 286 days, with a total asset scale of 9.393 billion CNY, achieving the best fund return of 72.75% and the worst return of -13.01% during his tenure [2]