"金九银十"招聘季，武汉成为全国用人单位青睐的"人才磁场"，各大高校招聘会、宣讲 会不断。长江日报记者连日走访多场招聘活动看到，从肩负国家战略的央企国企到专注前沿 创新的科技企业，纷纷来汉招引"揽才"。多家企业招聘负责人表示，武汉高校学生综合素质 强、专业匹配度高。 9月18日，在"汇聚英才 众创未来"2025年秋季湖北高校就业促进巡回招聘会华中科技大 学站，深圳市沃尔核材股份有限公司（以下简称沃尔核材）展位前排满了咨询的学生。该公 司人力资源部招聘组陈乃莲告诉记者，这是她今秋在武汉参加的第六场招聘会，线上线下收 到逾千份简历。 编辑：胡之澜 "我们连续多年将武汉作为校招的核心站点，今年更扩大了招聘规模。"湖北兴发化工集 团股份有限公司招聘专员刘溪源介绍，兴发化工对人才类型需求多样，研发、生产、营销、 信息技术、财务会计、行政等六大类岗位都缺人。刘溪源说，武汉高校层次丰富、学科体系 完善，能够同时满足企业对研发、技术、管理和业务等多层次人才的需求，是理想的招聘点 位。 中铁国际集团有限公司人力资源部招聘负责人肖懿说："往年的招聘经验表明，武汉的 大学生学习能力和适应能力突出，能快速融入团队、胜任项目，同时表现 ...

长江商报消息 ●长江商报记者 李璟 兴发集团子公司兴福电子（688545.SH）作为公司电子化学品的载体，已于2025年1月在上交所分拆上市。半年报 显示，目前兴福电子正在推进4万吨/年超高纯电子化学品项目、3万吨/年电子级双氧水扩建等项目，建成后将进 产业链优势带动产品质量稳步提升，磷化工巨头兴发集团（600141.SH）斩获中国"质量奥斯卡"提名。 9月16日，中国质量领域最高荣誉——第五届中国质量奖正式揭晓，兴发集团凭借"一基双驱三融合"质量管理模 式，与伊利、五粮液等78家企业共同荣获中国质量奖提名奖。 近日，兴发集团发布公告称，为完善磷化工上下游一体化产业链条，公司全资子公司保康楚烽拟以自有资金及银 行贷款8.55亿元，收购湖北尧治河化工股份有限公司（简称"尧化股份"）持有的桥沟矿业50%股权。本次交易完成 后，兴发集团将持有桥沟矿业100%股权，拥有的磷矿资源储量也将由3.95亿吨增至5.8亿吨。 同时，兴发集团半年报显示，2025年上半年，兴发集团实现营业收入146.20亿元，同比增长9.07%；归母净利润 7.27亿元，较第二季度环比增长超30%。其中，特种化学品增长势头强劲，实现收入26.1 ...

Market Overview - The agricultural chemical sector experienced a decline of 0.93% on September 17, with LuHua Technology leading the drop [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Stock Performance - Notable gainers in the agricultural chemical sector included: - BeisiMei (300796) with a closing price of 10.52, up 1.15% on a trading volume of 100,600 shares and a turnover of 106 million yuan [1] - HongTaiYang (000525) closed at 6.73, up 1.05% with a trading volume of 299,900 shares and a turnover of 203 million yuan [1] - Conversely, LuHua Technology (600691) saw a significant decline of 9.62%, closing at 3.10 with a trading volume of 1,651,300 shares and a turnover of 520 million yuan [2] Capital Flow - The agricultural chemical sector experienced a net outflow of 276 million yuan from institutional investors, while retail investors saw a net inflow of 325 million yuan [2] - Key stocks with notable capital flows included: - Dongfang Iron Tower (002545) with a net inflow of 39.42 million yuan from institutional investors [3] - Xingfa Group (600141) had a net inflow of 37.37 million yuan from institutional investors [3]

Group 1 - The chemical sector experienced fluctuations on September 17, with the chemical ETF (516020) initially weakening but later rising by 0.27% at the time of reporting [1] - Key stocks in the sector included Jinfa Technology, which surged over 9%, and Guangdong Hongda, which rose over 5% [1] - The chemical ETF (516020) has seen significant capital inflow, accumulating over 8.1 billion yuan in the last 10 trading days and over 17 billion yuan in the last 20 trading days [2] Group 2 - The pesticide industry is experiencing a reduction in inventory, with some products starting to increase in price, indicating a potential recovery in the sector [3] - As of the last closing, the chemical ETF (516020) had a price-to-book ratio of 2.27, which is at a low point historically, suggesting a favorable long-term investment opportunity [3] - The basic chemical industry showed a turning point in fixed asset growth in Q4 2023, with a year-on-year increase in fixed assets reported for Q2 2025 [4] Group 3 - The chemical ETF (516020) tracks the CSI segmented chemical industry index, covering various sub-sectors and concentrating nearly 50% of its holdings in large-cap stocks [5] - Investors can also access the chemical sector through the chemical ETF linked funds (A class 012537/C class 012538) for better investment efficiency [5]

团有限公司，营业收入1623亿元；湖北联投集团，营业收入1518.2亿元；九州通医药集团，营业收入1518亿元； 湖北交通投资集团，营业收入1208亿元；武汉金融控股（集团），营业收入1061亿元。 长江商报消息 ●长江商报记者 刘倩雯 9月15日，中国企业联合会、中国企业家协会发布"2025中国企业500强"榜单，榜单以2024年企业营业收入作为入 围标准，湖北本年度共有15家企业上榜，其中湖北农业发展集团首次上榜，为2025年上榜鄂企的增量所在。15家 湖北企业中，有7家企业排名上升，而营业收入超过1000亿元的企业有6家，较2024年新增一家。 7家企业排位上升 具体来看，15家企业分别为，东风汽车集团有限公司，排名第73位；卓尔智联集团有限公司，排名第164位；湖北 联投集团有限公司，排名第180位；九州通医药集团股份有限公司，排名第181位；湖北交通投资集团有限公司， 排名第222位；武汉金融控股（集团）有限公司，排名第246位；恒信汽车集团股份有限公司，排名第315位；闻泰 科技股份有限公司，排名第336位；宜昌兴发集团有限责任公司，排名第400位；稻花香集团，排名第403位；武汉 城市建设集团有 ...

Core Viewpoint - The continuous expansion of crop planting area in China is driving the growth of the herbicide market, with increasing demand for long-lasting herbicides in non-agricultural sectors such as railways and industrial parks, leading companies to develop environmentally friendly formulations with a duration of over six months [1][9]. Summary by Sections Overview - The herbicide market is defined under the revised "Pesticide Management Regulations" by the State Council, which categorizes herbicides as substances used to suppress or kill weeds, thereby protecting crops [2]. - There are over 300 types of herbicides, classified into thirteen categories based on their chemical structure [2]. Industry Chain - The upstream of the herbicide industry includes suppliers of petrochemical raw materials, inorganic chemicals, and production equipment, while the midstream consists of glyphosate processing enterprises, and the downstream primarily serves agricultural and non-agricultural weed control markets [7][8]. Current Development - The total production of agricultural raw materials in China is projected to reach 3.3126 million tons in 2024, with herbicides accounting for 1.2719 million tons, representing 38.40% of the total [1][9]. - The demand for herbicides is expected to grow due to the continuous increase in crop planting area, which reached 173 million hectares in 2024, with various crops showing positive growth rates [8]. Import and Export Trade - In 2024, China's herbicide exports are expected to reach 2.1244 million tons, generating an export revenue of approximately $5.085 billion, with retail packaging accounting for 57.21% of the exports [10]. Competitive Landscape - The herbicide market in China is characterized by the coexistence of domestic and foreign companies, with leading firms like Bayer, Syngenta, and BASF holding significant market shares, while domestic companies such as Adama, Xingfa Group, and New Hope Group have also enhanced their market competitiveness [11]. Key Companies - Adama's revenue in 2024 is projected to exceed 29.49 billion yuan, with herbicide sales contributing 39.77% of its total revenue [11]. - New Hope Group is expected to achieve a revenue of 14.67 billion yuan in 2024, with a gross profit margin of 11.07% [12]. Future Trends - The future of the herbicide industry may see the integration of drone technology for real-time weed monitoring and targeted application, as well as a shift towards a closed-loop ecosystem that encompasses research, production, service, and recycling [13].

Summary of the Conference Call on Xingfa Group and the Phosphate Industry Industry Overview - The phosphate rock production capacity release is lower than expected, leading to a stable profit attribute in the market, with prices unlikely to return to pre-2019 levels [2][5] - In 2024, overseas farmers' planting income is expected to see a turning point, with global grain and phosphate fertilizer inventories at low levels, leading to an anticipated increase in phosphate fertilizer export prices in 2025 [2][5] - The phosphate chemical industry chain includes both thermal and wet methods, with the wet method seeing increased demand for water-soluble fertilizers and lithium iron battery materials [2][6] Key Points on Phosphate Industry Dynamics - Domestic phosphate fertilizer export policies significantly impact the market, with legal inspection policies affecting export volumes [4][16] - The head enterprises in the phosphate chemical industry are converting gold mine resources for self-use, which reduces external sales to ensure internal demand [9] - The overall phosphate rock supply pressure is expected to be less than anticipated due to the head enterprises' ability to control supply and stabilize prices [11] Company-Specific Insights Xingfa Group - Xingfa Group has two major cyclical segments: glyphosate and organic silicon, with a current glyphosate capacity of 230,000 tons and an operational capacity of around 200,000 tons [19] - The company is expected to see significant profit growth as glyphosate prices rise, with a potential profit increase of approximately 2 billion yuan for every 1,000 yuan price increase [19] - In the phosphate rock sector, Xingfa Group has a substantial production capacity of 5.85 million tons, with plans to increase its rights capacity to 10-11 million tons in the next five years [20] Other Key Companies - Yuntianhua is recognized for its stable profits and dividends, with significant phosphate and phosphate fertilizer production capacity [21] - Chuanheng Co. is noted for its rich phosphate resources and potential for producing high-purity products, with expected capacity growth to 8.5-9 million tons by 2027-2028 [23] Market Trends and Future Outlook - The phosphate fertilizer market is currently strong, with low inventory levels supporting price increases [15] - The demand for phosphate fertilizers accounts for about 75% of phosphate rock demand, directly influencing prices [13] - The glyphosate market is experiencing upward price elasticity, with expectations for prices to potentially exceed 30,000 yuan [18] Regulatory and Environmental Considerations - Environmental policies are influencing the development direction of the industry, with regulations requiring specific treatment rates for phosphogypsum by 2026 [9] - The domestic phosphate rock import impact is limited, as international suppliers prefer to collaborate with domestic companies for deep processing rather than direct sales [12] Conclusion - The phosphate industry is characterized by a complex interplay of supply constraints, regulatory impacts, and evolving market dynamics, with key players like Xingfa Group positioned to leverage their strengths in this environment for future growth and profitability [19][20]

Investment Rating - The investment rating for the company is "Buy" [1] Core Views - The report highlights that the phosphate rock market remains strong, contributing significantly to the company's profits. The current high prices of phosphate rock are expected to sustain through 2025, with an average price of 1019 RMB/ton in the first half of 2025 [7] - The company's revenue for the first half of 2025 was 146.20 billion RMB, a year-on-year increase of 9.07%, while the net profit attributable to shareholders was 7.27 billion RMB, a decrease of 9.72% [7] - The report anticipates that the company's net profit will grow significantly in the coming years, with projections of 21.35 billion RMB in 2025, 24.15 billion RMB in 2026, and 27.19 billion RMB in 2027 [7] Summary by Sections Financial Performance - The company achieved a revenue of 283.96 billion RMB in 2024, with a growth rate of 0.4%. The net profit attributable to shareholders is projected to be 16.02 billion RMB, reflecting a growth rate of 16.1% [4] - For 2025, the expected revenue is 306.10 billion RMB, with a growth rate of 7.8%, and the net profit is projected at 21.35 billion RMB, with a growth rate of 33.3% [4] Market Conditions - The phosphate rock market has been experiencing a high demand and supply tightness since 2021, leading to significant price increases. The report indicates that the company has a rich phosphate resource base, with reserves of approximately 395 million tons [7] - The report also notes a recovery in the glyphosate market, which is expected to enhance the company's performance. Glyphosate prices have been recovering since March 2025, which could positively impact the company's earnings [7] Resource and Production Capacity - The company has a phosphate rock design capacity of 5.85 million tons per year and is continuously enhancing its resource base. The report mentions that the company has obtained mining rights for 2 million tons per year and is in various stages of exploration and production for additional resources [7]

Core Viewpoint - Xingfa Group's stock price has shown significant growth this year, with a year-to-date increase of 33.86% and a recent upward trend in the last 60 days of 37.59% [2] Group 1: Stock Performance - As of September 12, Xingfa Group's stock price was 27.71 CNY per share, with a market capitalization of 30.571 billion CNY [1] - The stock experienced a decline of 2.02% during the trading session on September 12, with a trading volume of 93.2893 million CNY and a turnover rate of 0.30% [1] - Year-to-date, the stock has increased by 33.86%, with a 2.78% rise in the last 5 trading days, 10.49% in the last 20 days, and 37.59% in the last 60 days [2] Group 2: Financial Performance - For the first half of 2025, Xingfa Group reported a revenue of 14.620 billion CNY, reflecting a year-on-year growth of 9.07%, while the net profit attributable to shareholders was 727 million CNY, a decrease of 9.72% year-on-year [2] - The company has distributed a total of 4.814 billion CNY in dividends since its A-share listing, with 2.869 billion CNY distributed over the last three years [3] Group 3: Shareholder Information - As of August 29, 2025, the number of shareholders in Xingfa Group was 49,500, a decrease of 7.44% from the previous period, with an average of 22,268 circulating shares per shareholder, an increase of 8.04% [2] - The top ten circulating shareholders include Southern CSI 500 ETF, which holds 11.4515 million shares, an increase of 1.6033 million shares from the previous period [3]

转债代码：110089 转债简称：兴发转债 证券代码：600141 证券简称：兴发集团 公告编号：临2025-046 湖北兴发化工集团股份有限公司 关于"兴发转债"2025 年付息公告 （八）转股期限：2023 年3 月28 日至2028 年9 月21 日（自发行结束之 日起满6 个月后第一个交易日起至可转换公司债券到期日止）； （九）转股价格：初始转股价格为 39.54 元/股，最新转股价格为 28.40 元/股。 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个别及连带责任。 重要内容提示： 湖北兴发化工集团股份有限公司（以下简称"公司"）于2022 年9 月22 日公开发行的可转换公司债券（以下简称"本期债券"或"兴发转债"）将于 2025 年9 月22 日支付2024 年9 月22 日至2025 年9 月21 日期间的利息。根 据《湖北兴发化工集团股份有限公司公开发行可转换公司债券募集说明书》有 关条款的约定，现将相关事项公告如下： 一、本期债券基本情况 ●兴发转债付息登记日：2025 年9 月19 日 ●兴发转债除息日：202 ...