Group 1 - The core viewpoint of the article is that the "One Certificate, One Product" policy introduced by the Ministry of Agriculture and Rural Affairs is beneficial for regulating the pesticide market and protecting the interests of growers, which is overall favorable for the company's pesticide business [1] - The company has a rich reserve of pesticide formulation products and new product certification resources, making the implementation of the "One Certificate, One Product" policy advantageous for the sustainable and healthy growth of its business [1]

Group 1 - The glyphosate concept sector rose by 1.92%, ranking fifth among concept sectors, with 15 stocks increasing in value, led by Jiangshan Co., AnDowMai A, and Hongtaiyang, which rose by 6.34%, 3.97%, and 3.92% respectively [1] - The main funds in the glyphosate concept sector experienced a net outflow of 185 million yuan, with nine stocks seeing net inflows, the highest being Xin'an Co. with a net inflow of 28.9 million yuan [2] - The net inflow ratios for leading stocks in the glyphosate concept included Xin'an Co. at 11.20%, Guoguang Co. at 10.47%, and Jiangtian Chemical at 3.97% [3] Group 2 - The top gainers in the glyphosate concept included Xin'an Co. with a 1.21% increase, Xingfa Group with a 2.18% increase, and Jiangtian Chemical with a 3.37% increase [3] - Stocks with significant net outflows included Hebang Bio, which fell by 1.75% with a net outflow of 24.54 million yuan, and Jiangshan Co., which rose by 6.34% but had a negative net flow of 145.26 million yuan [4]

（记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：请问公司纳米氧化铝材料能否应用于固态锂电池产 品？ 江山股份（600389.SH）10月10日在投资者互动平台表示，公司纳米氧化铝产品可用于涂料、油墨、催 化剂、锂电等领域，营收占比较小，目前尚未实际应用于固态锂电池产品。 ...

Core Insights - The agricultural chemical sector saw a rise of 0.92% on October 10, with Chengxing Co. leading the gains [1] - The Shanghai Composite Index closed at 3897.03, down 0.94%, while the Shenzhen Component Index closed at 13355.42, down 2.7% [1] Agricultural Chemical Sector Performance - Chengxing Co. (600078) closed at 8.20, up 10.07% with a trading volume of 199,000 shares and a transaction value of 162 million [1] - Liming Co. (002734) closed at 19.30, up 7.04% with a trading volume of 585,100 shares and a transaction value of 1.118 billion [1] - Jiangshan Co. (600389) closed at 26.85, up 6.34% with a trading volume of 144,100 shares and a transaction value of 383 million [1] - Other notable performers include Baiao Chemical (603360) up 4.01% and Ando A (000553) up 3.97% [1] Capital Flow Analysis - The agricultural chemical sector experienced a net outflow of 704 million from institutional investors, while retail investors saw a net inflow of 545 million [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors are more active [2] Individual Stock Capital Flow - Baiao Chemical (603360) had a net inflow of 56.77 million from institutional investors, but a net outflow of 33.15 million from retail investors [3] - Chengxing Co. (600078) recorded a net inflow of 8.06 million from institutional investors, with retail investors showing a slight outflow [3] - Other companies like Xin'an Co. (600596) and Yun Tu Holdings (002539) also showed varied capital flows, indicating differing investor sentiments across the sector [3]

证券代码：600389 证券简称：江山股份 公告编号：临2025-051 南通江山农药化工股份有限公司 2025年半年度权益分派实施公告 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。 重要内容提示： ● 每股分配比例 A股每股现金红利0.45元 一、通过分配方案的股东会届次和日期 本次利润分配方案经公司2025年9月11日的2025年第三次临时股东会审议通过。 2.分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分公司（以下简 称"中国结算上海分公司"）登记在册的本公司全体股东。 3.分配方案： 本次利润分配以方案实施前的公司总股本430,650,000股为基数，每股派发现金红利0.45元（含税），共 计派发现金红利193,792,500.00元。 二、分配方案 1.发放年度：2025年半年度 三、相关日期 ■ 四、分配实施办法 股东南通产业控股集团有限公司的现金红利由公司自行发放。 3.扣税说明 （1）对于持有无限售条件流通股的自然人股东及证券投资基金，根据《关于实施上市公司股息红利差 ...

证券代码：600389 证券简称：江山股份 公告编号：临 2025-052 南通江山农药化工股份有限公司 股东减持股份结果公告 本公司董事会、全体董事及相关股东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。 重要内容提示： 2025 年 6 月 10 日，公司披露了《江山股份股东减持股份计划公告》（临 2025-031），福华科技拟于 2025 年 7 月 2 日到 2025 年 10 月 1 日通过 集中竞价、大宗交易方式合计减持公司股份不超过 12,919,500 股，即 不超过公司总股本的 3%。 截至本公告披露日，福华科技在本次减持计划中通过集中竞价方式减 持公司股份 4,306,500 股，占公司总股本的 1.00%，减持时间区间届满， 尚余 8,613,000 股未完成减持。 | 股东名称 | 四川省乐山市福华作物保护科技投资有限公司 | | | | | --- | --- | --- | --- | --- | | | 控股股东、实控人及一致行动人 | | □是 | √否 | | 股东身份 | 直接持股 | 5%以上股东 | √是 | ...

证券代码：600389 证券简称：江山股份 公告编号：临 2025-051 南通江山农药化工股份有限公司 2025年半年度权益分派实施公告 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。 差异化分红送转： 否 一、 通过分配方案的股东会届次和日期 本次利润分配方案经公司2025 年 9 月 11 日的2025年第三次临时股东会审议通过。 重要内容提示： 每股分配比例 二、 分配方案 A 股每股现金红利0.45元 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 相关日期 3. 分配方案： | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/10/16 | － | 2025/10/17 | 2025/10/17 | 1. 发放年度：2025年半年度 2. 分派对象： 三、 相关日期 | 股份类别 | 股权登记日 | ...

南财智讯10月9日电，江山股份公告，四川省乐山市福华作物保护科技投资有限公司（以下简称"福华科 技"）作为持有江山股份5%以上股份的股东，根据2025年6月10日披露的减持计划，福华科技计划在 2025年7月2日至2025年10月1日期间通过集中竞价、大宗交易方式减持不超过1291.95万股，即不超过公 司总股本的3%。实际减持过程中，福华科技通过集中竞价方式减持430.65万股，占公司总股本的1%， 减持价格区间为19.50至21.76元/股，减持总金额为8593.46万元，尚余861.30万股未完成减持。截至2025 年10月10日，福华科技持有江山股份2090.64万股，占公司总股本的4.85%。 ...

江山股份公告，股东四川省乐山市福华作物保护科技投资有限公司于2025年7月4日～2025年7月17日通 过集中竞价方式减持公司股份430.65万股，减持比例1%，成交价格区间19.5～21.76元/股，套现8593.46 万元；本次减持计划期限届满，原拟减持不超过1291.95万股（不超过3%），尚余861.3万股未减持。减 持后其持股2090.64万股，占公司总股本4.85%。 ...

Group 1 - The report highlights that the A-share market is expected to trend upward after a period of consolidation, focusing on three main directions: policy catalysis, economic recovery, and benefits from interest rate cuts [4][14][17] - The report emphasizes the importance of monitoring the U.S. government shutdown and its potential impact on asset volatility, while also noting the relatively mild market reaction so far [15][16] - Domestic policies are expected to provide short-term support, with significant attention on the 14th Five-Year Plan and the upcoming APEC meeting for potential U.S.-China progress [16][17] Group 2 - The report identifies ten key stocks for October, including companies from various sectors such as electronics, automotive, and new energy, with no specific ranking among them [5][12] - The electronic sector features companies like Zhongwei Company and Fudan Microelectronics, which are expected to benefit from advancements in technology and market demand [18][22] - The automotive sector includes Moulding Technology, which is positioned to gain from increasing demand for lightweight and customized exterior parts due to the shift towards electric vehicles [34][36] Group 3 - In the electronics sector, Zhongwei Company reported a significant revenue increase of 36.46% year-on-year for the first half of 2024, although net profit saw a decline due to increased costs [18][19] - Fudan Microelectronics is facing intense competition in the market, leading to a slight decrease in revenue and profit, but is advancing its FPGA product line to maintain a competitive edge [22][23] - Moulding Technology is expected to see a recovery in profitability due to new projects with major automotive clients, projecting revenues of 71.4 billion yuan for 2024 [32][34] Group 4 - The report indicates that Meihu Co. is diversifying into new energy vehicles while maintaining strong growth in its traditional pump business, with a projected revenue increase for 2025 [39][40] - Shenzhen New Star is experiencing a significant recovery in performance, with a projected revenue of 15 billion yuan for the first half of 2025, driven by a rebound in lithium hexafluorophosphate prices [43][44] - Luoyang Molybdenum Co. reported a record net profit of 8.67 billion yuan for the first half of 2025, driven by increased production and rising prices of copper and cobalt [49][50]