002312 Sichuan Development Lomon
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Sichuan Development Lomon News
Open Source Securities: Tighter investment in phosphate resources helps the price center rise, and the pattern of phosphorus chemical products is expected to continue to be optimized
Open Source Securities released a research report saying that increasing barriers in the phosphate ore mining and selection industry will help raise the price center of phosphate ore, and the downstream phosphorus chemical product pattern is expected to continue to be optimized and refined and developed to high-end.
Qiaoyuan Co., Ltd. (301286.SZ): Currently, the cooperation with Sichuan Dragon Python is being implemented in accordance with the contract agreement signed between the two parties
Gelonghui, May 7 | Qiaoyuan Co., Ltd. (301286.SZ) said on the investor interaction platform that the company's cooperation with Sichuan Dragon Python is currently being implemented in accordance with the contract agreement signed between the two parties.
Sichuan Dragon Python (002312): The annual results are in line with expectations, and the integration of mineralization continues to advance
Description of the incident On April 22, the company released its 2024 quarterly report and 2023 annual report. Revenue for the first quarter of 2024 was 1,672 billion yuan, down 16.2% year on year and 26% month on month; net profit returned to mother
Huaan Securities released a research report on April 28 stating that it gave Chuanfa Dragon Python (002312.SZ) an increase in holdings rating. The main reasons for the rating include: 1) gross profit has declined due to both cost and price pressure, and t
Huaan Securities released a research report on April 28 stating that it gave Chuanfa Dragon Python (002312.SZ) an increase in holdings rating. The main reasons for the rating include: 1) gross profit has declined due to both cost and price pressure, and the price of the main product is expected to gradually rise; 2) the establishment of the wholly-owned Sun company Mianzhu Chuanfalong Python to enter the field of new energy materials; 3) the integration of mineralization continues to advance based on resource advantages. (Mainichi Keizai Shimbun)
Sichuan Dragon Python (002312): Q1 performance, month-on-month repair, mineralization integration to build industrial upgrading
Incident: The company released its 2023 annual report. In 2023, the company achieved operating income of 7.708 billion yuan, a year-on-year decrease of 23%; net profit to mother was 414 million yuan, a year-on-year decrease of 61%; net profit after deducting 4.03 billion yuan
Chuanfa Dragon Python (002312) 2023 Report and 2024Q1 Review: Prices of fertilizer and other products fall under pressure, performance continues to advance mineral resource layout
Incident 1: The company released its 2023 annual report. In 2023, the company achieved revenue of 7.708 billion yuan, a year-on-year decrease of 23.10%; realized net profit of 414 million yuan, a year-on-year decrease of 61.10%; and achieved deduction of negative funds
Express News | Sichuan Dragon Python: Net profit in 2023 fell 61.1% year on year
Sichuan Dragon Python: Controlling Shareholders' Commitment to Voluntarily Add Shares for a Lockdown Period
Gelonghui, March 21 | Chuanfa Longbow announced that it recently received a “Letter on Voluntary Additional Stock Lockdown Period” issued by Advanced Materials Group, the controlling shareholder: Advanced Materials Group voluntarily extended the lockdown period for 386 million shares (20.4% of the total share capital of the website company) held by Advanced Materials Group until September 20, 2024.
Sichuan Dragon Python (002312.SZ): The Sichuan Relief and Development Fund increased 0.77% of the company's shares
Sichuan Dragon Python (002312.SZ) issued an announcement. As of the disclosure date of this announcement, the controlling shareholder agreed to act, Sichuan...
Sichuan Dragon Python (002312.SZ): As of February 29, 2024, the total number of shareholders of the company was 93,660
Gelonghui March 7 | Sichuan Dragon Python (002312.SZ) said on the investor interactive platform that as of February 29, 2024, the total number of shareholders of the company was 93,660.
Sichuan Dragon Python (002312.SZ): Formed a layout with an annual production capacity of 4.1 million tons of phosphate ore and 2.1 million tons of phosphate and fertilizer products in the two provinces and four regions of Sichuan and E
Gelonghui March 6 | Chuanfalong Python (002312.SZ) said on the investor interactive platform that the company is a leading enterprise in the domestic phosphorus chemical segment and has formed an annual production capacity of 4.1 million tons of phosphate ore and 2.1 million tons of phosphate and fertilizer products in the two provinces of Sichuan and E. The company's Tianrui Mining, Baizhu Phosphate Ore, Mianzhubanshengzi Phosphate, and Taihe Iron Ore (vanadium-titanium-magnetite) resources, which the company has an indirect shareholding, are scarce resources that cannot be renewable.
Sichuan Dragon Python (002312.SZ): The controlling shareholder of the company did not participate in the business related to the company's stock transfer
Gelonghui March 6 | Sichuan Dragon Python (002312.SZ) said on the investor interactive platform that the controlling shareholder of the company did not participate in the business related to the company's stock transfer.
Sichuan Dragon Python (002312.SZ): The main export products are fine phosphates such as industrial grade monoammonium phosphate
Gelonghui March 5 | Sichuan Dragon Python (002312.SZ) said on the investor interactive platform that the company's main export products are fine phosphates such as industrial grade monoammonium phosphate, and the main exporters are India, Mexico, Brazil, Vietnam, Australia, etc. The company will strictly implement the national export policy and maximize product value as much as possible on the basis of ensuring stable supply and price of domestic chemical fertilizers.
Guohai Securities: Phosphate ore supply and demand may be tight or remain high until the first half of next year, prices are expected to continue to fluctuate at a high level
China attaches great importance to food security. The area under grain cultivation continues to grow, and the demand for phosphate fertilizer is expected to increase steadily.
Express News | More than 20 listed companies disclosed plans to repurchase or increase their holdings after the market and announced that Zhouwei Foods plans to repurchase shares of up to 300 million yuan
Sichuan Dragon Python (002312.SZ): Controlling shareholders agree to increase their holdings by 100 million yuan to 200 million yuan. The company's shares have increased their holdings by 1.842,800 million shares
Gelonghui, Feb. 21, 丨 Sichuan Dragon Python (002312.SZ) announced that on February 21, 2024, the controlling shareholder of the company, Sichuan Advanced Materials Industry Investment Group Co., Ltd. (“Sichuan Advanced Materials Group”), the controlling shareholder of the company, Sichuan Development Securities Investment Fund Management Co., Ltd. - Sichuan Capital Market Relief and Development Securities Investment Fund Partnership (limited partnership) (“Sichuan Relief and Development Fund”) increased the company's shares by a total of 1.842,800 shares through centralized bidding transactions at the Shenzhen Stock Exchange, accounting for 0.0974% of the current total share capital , the total amount of increase in holdings was 12,
The A-share lithium battery sector fluctuated and rebounded, and Sichuan Dragon Python 2 connected to the board
Gelonghui, Feb. 7 | Chuanfa Dragon and Python went up and down at 20CM. Many stocks such as Azure Lithium, Jixiang, Jiangte Electric, and Tianhua Xinneng rose more than 6%. According to the news, as of February 6, according to data released by the Shanghai Steel Union, the average price of battery-grade lithium carbonate was reported at 97,500 yuan/ton, which remained at this level for nearly a month. However, it is worth noting that upstream production schedules, including iron, lithium, electrolytes, etc., have picked up slightly, and the market expects the industrial chain to recover in March.
Express News | Sichuan Dragon Python: 2023 net profit forecasted to drop 59.59% — 68.99% year-on-year
Chuanfa Dragon Python (002312.SZ): The first phase of the Panzhihua Project's 50,000 ton iron phosphate main plant foundation has been completed
Gelonghui, January 18 | Chuanfalong Python (002312.SZ) said during an investigation receiving institutional investors that at present, all work on the company's German-Arab project is progressing in an orderly manner. The first 20,000 ton lithium iron phosphate plant has been produced normally and sample delivery work has begun; the first phase of the Panzhihua Project's 50,000 ton iron phosphate main plant foundation has been completed and has not yet been put into operation. The company has held many strategic reflection meetings to pay close attention to changes in the industry cycle, pay close attention to investment progress, and carefully promote the implementation of its new energy materials projects. Currently, the main task is not to expand the scale, but to improve product quality, actively establish sales channels, and send samples to downstream customers
Sichuan Dragon Python (002312.SZ): There are no lithium resources in the company
Gelonghui, January 18 | Chuanfalong Python (002312.SZ) said during a survey by institutional investors that there are no lithium resources in the company yet. Currently, lithium carbonate accounts for about 50% of the cost of lithium iron phosphate. The company attaches great importance to the upstream raw materials for products such as iron phosphate and lithium iron phosphate under construction. It has always adhered to the integrated mineralization development idea, relied on participating companies Ganmei Xinhang and Western Lithium Industry, and at the same time actively obtained upstream lithium mine resources by using the resource advantages of holding shareholders to further improve the industrial chain.
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