Group 1 - Longbai Group (SZ 002601) held its 24th meeting of the 8th board of directors on November 23, 2025, discussing the proposal for organizational structure adjustment [1] - For the first half of 2025, Longbai Group's revenue composition was 95.34% from the chemical raw materials and chemical products manufacturing industry, with other businesses contributing 4.58% [1] - As of the report date, Longbai Group's market capitalization was 41.9 billion yuan [1] Group 2 - Dapeng Industrial's strategic placement benefited insiders, with a subscription price of 9 yuan and a first-day listing price of 118 yuan, resulting in a paper profit of 24.92 million yuan for the actual controller and his brother [1]

（文章来源：证券日报） 证券日报网讯 11月24日晚间，龙佰集团发布公告称，公司于2025年11月23日召开的第八届董事会第二 十四次会议审议通过了《关于调整组织架构的议案》。 ...

Core Viewpoint - Longbai Group announced an organizational restructuring aimed at improving management efficiency and profitability in response to the competitive environment in the titanium dioxide industry [1][4]. Group 1: Organizational Structure Adjustment - The restructuring focuses on "strengthening strategic leadership and optimizing operational efficiency," adding several specialized departments while retaining the core management system [2]. - The new organizational structure features a three-tier management system: Board of Directors, Management Layer, and Functional Departments [2]. - New specialized departments include the Excellence Operations Office, Strategic Development Office, and Digital Center, among others [2]. Group 2: Strategic Considerations Behind the Adjustment - The restructuring is driven by three main needs: addressing intensified competition in the titanium dioxide market, enhancing strategic foresight, and accelerating digital transformation [2][3]. - The establishment of the Safety and Environmental Protection Department reflects the company's commitment to ESG management, aligning with the green development trend in the chemical industry [3]. Group 3: Potential Impact on Company Operations - The new structure is expected to enhance management efficiency by over 20% through specialized division of labor and shorter decision-making chains [4]. - The independent setup of the Specialized Titanium Dioxide Sales Department will improve market responsiveness for high-end products [4]. - The establishment of Longbai Management Academy will support talent development for long-term growth [4]. - Following the board's approval, the new structure will be implemented immediately, with departmental functions to be finalized within a month [4].

Core Viewpoint - Longbai Group (002601.SZ) aims to optimize resource allocation and expand downstream applications by acquiring a partnership interest in the Henan Aerospace Industry Fund for a nominal price of 0 yuan [1] Group 1 - The company plans to acquire a partnership interest corresponding to a subscribed capital contribution of 100 million yuan (10,000.00 million) from the Jiaozuo Tongcai Innovation and Entrepreneurship Investment Fund [1] - The actual paid-in capital contribution for the partnership interest is 0 yuan [1] - Longbai Group will sign a partnership agreement with other partners of the Henan Aerospace Industry Fund and fulfill its capital contribution obligations [1]

龙佰集团公告称，其全资子公司龙佰襄阳钛业发生闪爆事故，造成人员伤亡，直接经济损失648.16万 元，被认定为较大生产安全责任事故。襄阳市应急管理局对龙佰襄阳处以罚款。公司不触及重大违法强 制退市情形，龙佰襄阳将及时缴罚款，公司会全面排查安全隐患，此次处罚对公司生产经营、财务等无 重大影响。 ...

Core Viewpoint - The company has approved the acquisition of assets from a related party for the purpose of project development, which is expected to have a positive impact on its growth [1] Group 1: Acquisition Details - The company will acquire assets from Longbai New Materials, a subsidiary of Longbai Group, for a total cash consideration of 66.5743 million yuan [1] - The assets include two pieces of land, four buildings, and five structures, with no mortgage restrictions [1] Group 2: Financial Performance of Target - Longbai New Materials is projected to generate revenue of 46.655 million yuan and a net loss of 129 million yuan in 2024 [1] - For the period from January to September 2025, the expected revenue is 111 million yuan with a net loss of 49.8565 million yuan [1] Group 3: Funding and Impact - The acquisition will be funded through the company's own resources or self-raised funds [1] - The transaction is deemed fair in pricing and is anticipated to positively influence the company's development [1]

龙佰集团(002601.SZ)公告，公司拟以0元价格受让焦作通财创新创业投资基金(有限合伙)(简称"焦作通 财")持有的河南空天产业基金合伙企业(有限合伙)(简称"河南空天产业基金")对应认缴出资额1亿元(实缴 出资额0元)的合伙份额，并作为有限合伙人与河南空天产业基金其他合伙人签订合伙协议，履行出资义 务。该事项旨在进一步优化资源配置，扩展公司产品下游应用。 ...

智通财经APP讯，龙佰集团(002601.SZ)公告，公司拟以0元价格受让焦作通财创新创业投资基金(有限合 伙)(简称"焦作通财")持有的河南空天产业基金合伙企业(有限合伙)(简称"河南空天产业基金")对应认缴 出资额1亿元(实缴出资额0元)的合伙份额，并作为有限合伙人与河南空天产业基金其他合伙人签订合伙 协议，履行出资义务。该事项旨在进一步优化资源配置，扩展公司产品下游应用。 ...

Core Viewpoint - Longbai Group announced its decision to acquire a 5% stake in the Henan Aerospace Industry Fund, aiming to optimize resource allocation and enhance its competitive edge in downstream applications [1] Group 1: Investment Details - The company will acquire the partnership interest in the Henan Aerospace Industry Fund from Jiaozuo Tongcai Innovation and Entrepreneurship Investment Fund for a nominal price of 0.00 yuan [1] - The partnership interest corresponds to a subscribed capital contribution of 100 million yuan, with no actual payment made [1] - The total subscribed capital of the Henan Aerospace Industry Fund is 2 billion yuan, managed by Shenzhen Guoyu Gaohua Investment Management Co., Ltd [1] Group 2: Accounting and Control - Following the transaction, Longbai Group will hold a 5% property interest in the fund, but it will not have control over the fund [1] - The investment will be accounted for using the equity method and will not be included in the consolidated financial statements [1] Group 3: Transaction Classification - This transaction does not constitute a related party transaction or a major asset restructuring, and therefore does not require approval from the shareholders' meeting [1]

证券代码：002601 证券简称：龙佰集团 公告编号：2025-067 龙佰集团股份有限公司 关于受让河南空天产业基金合伙企业（有限合伙）份额 暨对外投资的公告 1、企业名称：河南空天产业基金合伙企业（有限合伙） 2、统一社会信用代码：91410800MAEU4CBN2C 3、成立日期：2025 年 9 月 6 日 - 1 - 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 龙佰集团股份有限公司（以下简称"公司"）于 2025 年 11 月 23 日第八届 董事会第二十四次会议，审议通过了《关于受让河南空天产业基金合伙企业（有 限合伙）份额暨对外投资的议案》，具体内容公告如下： 一、对外投资概述 为进一步优化资源配置，扩展公司产品下游应用，公司拟以 0 元价格受让焦 作通财创新创业投资基金（有限合伙）（以下简称"焦作通财"）持有的河南空 天产业基金合伙企业（有限合伙）（以下简称"河南空天产业基金"或"合伙企 业"）对应认缴出资额 10,000.00 万元（实缴出资额 0 元）的合伙份额（以下简 称"标的份额"或"合伙份额"），并作为有限合伙人与河南空天产业基金 ...