南财智讯1月28日电，江山股份公告，预计2025年全年归属于上市公司股东的净利润为4.80亿元—5.80亿 元，同比预增113.90%—158.47%；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润 为3.26亿元—4.26亿元，同比预增63.26%—113.34%；主要变动原因为：（一）主营业务影响：报告期 内，公司面对市场竞争环境变化，持续调整和优化产品结构，加大重点产品、重点区域的销售规模，提 升高毛利产品占比，同时持续推进精益化成本管控，提升公司产品竞争力，有效缓冲市场价格下行压 力，为整体盈利增长提供支撑。（二）非经常性损益的影响：报告期内，预计非经常性损益对当期净利 润影响约为1.54亿元，主要为公司通过二级市场减持江天化学股票所致。 ...

南通江山农药化工股份有限公司预计2025年年度实现归属于上市公司股东的净利润为48,000万元到 58,000万元，与上年同期相比增加25,560.09万元到35,560.09万元，同比增长113.90%到158.47%。预计公 司2025年度实现归属于上市公司股东的扣除非经常性损益的净利润为32,600万元到42,600万元，同比增 长63.26%到113.34%。 ...

证券日报网讯1月26日，江山股份（600389）在互动平台回答投资者提问时表示，公司已建立了规范的 财务管理制度和内部控制体系，可以满足公司合规高效的运营管理需要，暂未考虑建立财务共享中心。 ...

证券日报网讯 1月20日，江山股份在互动平台回答投资者提问时表示，根据中国证券登记结算有限责任 公司上海分公司自动发送的股东数据，截至2026年1月9日，福华科技持有公司股份数为11175688股，持 股比例为2.60%。 （文章来源：证券日报） ...

Group 1 - The glyphosate concept sector rose by 3.45%, ranking second among concept sectors, with 14 stocks increasing in value, including Jiangtian Chemical which hit the daily limit, and other notable gainers such as Runfeng Co., Hongtaiyang, and Jiangshan Co. with increases of 10.72%, 6.54%, and 4.69% respectively [1] - The main capital inflow into the glyphosate concept sector was 0.82 billion yuan, with Jiangtian Chemical leading the inflow at 1.45 billion yuan, followed by Hongtaiyang, Hebang Bio, and Jiangshan Co. with inflows of 23.14 million yuan, 7.12 million yuan, and 607,700 yuan respectively [2][3] - Jiangtian Chemical, Hongtaiyang, and Hebang Bio had the highest net inflow ratios at 25.72%, 3.77%, and 1.04% respectively, indicating strong investor interest in these stocks [3] Group 2 - The top gainers in the glyphosate concept sector included Jiangtian Chemical with a daily increase of 19.99% and a turnover rate of 13.86%, while Runfeng Co. and Hongtaiyang also showed significant increases [4] - Conversely, stocks such as Nuobing and Xingfa Group experienced declines of 0.43% and 0.29% respectively, indicating some volatility within the sector [1][4] - The overall performance of the glyphosate concept sector reflects a positive trend amidst mixed results from individual stocks, highlighting potential investment opportunities [1][2]

Group 1 - Jiangshan Co., Ltd. experienced a stock price increase of 5.35% on January 20, reaching 27.38 CNY per share, with a trading volume of 198 million CNY and a turnover rate of 1.72%, resulting in a total market capitalization of 11.791 billion CNY [1] - The company, established on October 18, 1990, and listed on January 10, 2001, primarily engages in the research, production, and sales of agricultural products, particularly herbicides and insecticides, as well as chemical products, new materials, and steam from cogeneration [1] - The revenue composition of Jiangshan Co., Ltd. includes agricultural products at 61.85%, chemical products at 14.05%, new materials at 13.95%, cogeneration products at 9.40%, and other sources at 0.74% [1] Group 2 - The Guozheng 2000 ETF Fund (159543) holds 18,300 shares of Jiangshan Co., representing 0.87% of the fund's net value, making it the fourth-largest holding [2] - The fund, established on November 9, 2023, has a total size of 54.8968 million CNY and has achieved a year-to-date return of 12.33%, ranking 574 out of 5,542 in its category, with a one-year return of 61.2%, ranking 751 out of 4,235 [2]

Core Viewpoint - The article discusses the impact of the upcoming export tax rebate cancellation on various companies in the glyphosate industry, highlighting their strategies to mitigate cost pressures and capitalize on market opportunities. Group 1: Company Strategies and Advantages - Xingfa Group, a leading player in the phosphate chemical industry, benefits from a complete supply chain and cost control, allowing it to quickly pass on cost pressures post-export tax rebate cancellation [1][19] - Yangnong Chemical, a leader in the biorational pesticide sector, plans to shift towards high-value formulation exports, leveraging its strong overseas registration and channel networks [2][20] - Hebang Biotechnology has a high self-sufficiency rate in raw materials, which helps it mitigate cost increases and capture orders during overseas inventory replenishment cycles [3][19] - Runfeng Co., a prominent pesticide exporter, can quickly adjust its product structure to high-value formulations, benefiting from its global partnerships and supply chain flexibility [4][20] - Xin'an Chemical, known for its integrated production model, significantly reduces costs and enhances flexibility in price transmission through its dual production of organic silicon and glyphosate [5][21] Group 2: Market Position and Growth Potential - Taihe Co. focuses on raw material production and aims to expand its market share by optimizing production costs and enhancing its domestic formulation market presence [6][22] - Andermatt Biocontrol, a global leader in pesticide formulations, plans to leverage its strong R&D capabilities and global network to maintain market leadership post-tax rebate changes [7][24] - Lier Chemical, with a complete R&D and production system, aims to enhance its market position through technological upgrades and a stable raw material supply chain [8][25] - Nopson, a leading pesticide formulation company, is expected to strengthen its domestic market position by quickly adapting to changes in export pressures [9][26] - Jiangshan Co., a top glyphosate producer, is positioned to benefit from its scale and technological advantages, allowing it to consolidate market share amid industry restructuring [10][28] Group 3: Industry Trends and Challenges - The glyphosate industry is experiencing consolidation, with companies poised to capture market share from smaller players exiting the market due to increased competition and regulatory pressures [11][29] - Companies are focusing on technological advancements and product iterations to address challenges such as glyphosate resistance and to enhance their competitive edge [12][30] - The shift towards high-value formulations and domestic market focus is a common strategy among companies to mitigate the impact of the export tax rebate cancellation [13][34]

截至1月19日收盘，草甘膦概念上涨3.46%，位居概念板块涨幅第3，板块内，16股上涨，利尔化学涨 停，江山股份、扬农化工、红太阳等涨幅居前，分别上涨7.62%、5.36%、4.12%。 资金流入比率方面，利尔化学、红太阳、诺普信等流入比率居前，主力资金净流入率分别为16.27%、 16.12%、14.41%。（数据宝） 草甘膦概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002258 | 利尔化 学 | 10.01 | 5.01 | 10333.71 | 16.27 | | 600141 | 兴发集 团 | 2.70 | 2.08 | 6661.27 | 7.08 | | 002215 | 诺普信 | 3.72 | 3.62 | 4771.91 | 14.41 | | 000525 | 红太阳 | 4.12 | 3.77 | 3872.33 | 16.12 | | 301665 | 泰禾股 份 | 2 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002496 | *ST辉丰 | 2.01 | -0.50% | 17.17万 | 3433.88万 | | 301035 | 润丰股份 | 70.99 | 0.00% | 1.40万 | 9921.22万 | | 920866 | 绿亨科技 | 8.54 | 0.12% | 1.29万 | 1097.38万 | | 603395 | 红四方 | 31.03 | 0.39% | 2.70万 | 8326.07万 | | 600227 | 赤大化 | 2.45 | 0.41% | 20.32万 | 4938.09万 | | 300261 | 雅本化学 | 7.17 | 0.56% | 15.54万 | 1.11亿 | | 600331 | 宏达股份 | 13.44 | 0.60% | 63.11万 | 8.51亿 | | 002250 | 联化科技 | 17.64 | 0.86% | 37.62万 | 6.60亿 | | 000792 | 盐湖股份 ...

每经AI快讯，有投资者在投资者互动平台提问：公司除草剂、杀虫剂、阻燃剂均有部分产品销往欧盟 国家，请问欧盟地区业务收入在公司整体营业收入中的占比大致为多少？此外，公司对欧盟市场的销售 主要通过哪种方式实现：是以境内主体直接向欧盟客户出口为主，还是通过在欧盟国家设立的子公司进 行销售，或通过第三方贸易商、代理商转销至欧盟市场？ 江山股份（600389.SH）1月19日在投资者互动平台表示，公司欧盟地区的业务收入在公司整体营业收 入中的占比大致为5%~10%，销售方式包括问题中提到的三种方式，以境内主体直接向欧盟客户出口为 主。感谢您的关注！ （文章来源：每日经济新闻） ...