Group 1 - The phosphoric chemical concept rose by 2.14%, ranking 6th among concept sectors, with 50 stocks increasing in value, including Jiangshan Co., which hit the daily limit, and Zhongwei New Materials, Huayou Cobalt, and Yake Technology, which rose by 7.34%, 7.06%, and 6.63% respectively [1] - The main capital inflow into the phosphoric chemical sector was 2.14%, with a net inflow of 2.074 billion yuan, where 34 stocks received net inflows, and 6 stocks had inflows exceeding 100 million yuan, led by Huayou Cobalt with a net inflow of 772 million yuan [2][3] - The top stocks by net inflow ratio included Hebang Biological, Jiangshan Co., and Hongyuan Pharmaceutical, with net inflow ratios of 15.07%, 14.39%, and 12.70% respectively [3] Group 2 - The top gainers in the phosphoric chemical sector included Huayou Cobalt, which rose by 7.06%, Tianji Co. with a 6.44% increase, and Zhongwei New Materials at 7.34% [3] - The stocks with the largest declines included Annada, which fell by 1.02%, Hunan Yuno down by 0.62%, and Hengguang Co. down by 0.58% [1][5] - The trading volume and turnover rates for leading stocks in the sector showed significant activity, with Jiangshan Co. having a turnover rate of 7.07% and Huayou Cobalt at 5.80% [3][4]

草甘膦概念资金流入榜 截至1月15日收盘，草甘膦概念上涨2.29%，位居概念板块涨幅第5，板块内，16股上涨，江山股份涨 停，利尔化学、和邦生物、广信股份等涨幅居前，分别上涨6.42%、3.21%、3.04%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 光刻胶 | 2.83 | 小红书概念 | -5.25 | | 中芯国际概念 | 2.59 | Sora概念(文生视频) | -4.03 | | 存储芯片 | 2.33 | 拼多多概念 | -4.03 | | 国家大基金持股 | 2.30 | Web3.0 | -3.84 | | 草甘膦 | 2.29 | 军工信息化 | -3.82 | | 磷化工 | 2.14 | 快手概念 | -3.72 | | 金属锌 | 2.12 | DRG/DIP | -3.70 | | 光刻机 | 2.05 | 短剧游戏 | -3.54 | | 同花顺果指数 | 2.03 | MLOps概念 | -3.43 | | 金属钴 | 2.02 | 时空大数据 | -3.37 | 资金 ...

证券之星消息，1月15日农化制品板块较上一交易日上涨2.76%，百傲化学领涨。当日上证指数报收于 4112.6，下跌0.33%。深证成指报收于14306.73，上涨0.41%。农化制品板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600331 | 宏达股份 | 1.56亿 | 9.54% | -6953.19万 | -4.25% | -8641.55万 | -5.29% | | 603077 | 和邦生物 | 1.54亿 | 15.79% | -5291.21万 | -5.42% | -1.01亿 | -10.37% | | 000792 | 盐湖股份 | 1.28 Z | 3.27% | -3706.46万 | -0.95% | -9054.65万 | -2.32% | | 603360 | 百傲化学 | 9457.76万 | 9.48% | -6359.12万 | -6.37% | -309 ...

Core Viewpoint - The agricultural pesticide sector is experiencing a significant upward trend driven by multiple favorable factors, including policy incentives, the upcoming spring farming season, and a recovery in global market demand [1][2]. Group 1: Policy Changes - The "One Certificate, One Product" policy will be fully implemented on January 1, 2026, aiming to eliminate the long-standing issues of "one pesticide with multiple names" and "certificate borrowing" in the industry [1]. - This policy is expected to compel companies to shift focus from "labeling" to "research and development," fostering competition based on technology, quality, and service, thereby promoting high-quality industry development [1]. Group 2: Export Tax Adjustments - The cancellation of export tax rebates for certain pesticide raw materials starting April 1, 2026, is anticipated to pressure profit margins for related companies in the short term [2]. - However, this adjustment may accelerate the elimination of outdated production capacity and encourage companies to transition to high-end products, enhancing product value [2]. - In 2024, China's pesticide formulation export value reached 61.36 billion, surpassing raw material exports for the first time, with a share of 54.12% [2]. Group 3: Demand Dynamics - The upcoming spring farming season is expected to release strong demand for pesticides, with an estimated 3.8 billion acres of crops affected by pests, leading to direct economic losses exceeding 42 billion [3]. - The industry has maintained an operating rate of over 80% for the past eight months, with inventory levels at their lowest since the beginning of 2024, indicating a favorable supply-demand balance [3]. Group 4: Benefiting Industries - The pesticide intermediate sector is likely to benefit from the rising demand for pesticide raw materials, with companies like Lianhua Technology expected to see performance growth due to stable demand from downstream clients [4]. - The phosphorus chemical industry will also benefit, as the recovery in pesticide demand will increase the consumption of upstream raw materials like phosphate rock and phosphoric acid [4]. - The integration of precision agriculture and the pesticide industry is expected to drive growth in the plant protection service and smart pesticide machinery sectors, with significant increases in the adoption of precision application equipment projected [5].

每经AI快讯，1月15日午后，农药股逆势拉升，江山股份（600389）触及涨停，联化科技（002250）、 利尔化学（002258）、钱江生化（600796）、广信股份（603599）、苏利股份（603585）跟涨。 ...

Summary of Key Points Core Viewpoint - Jiangshan Co., Ltd. is in the process of issuing convertible bonds to raise up to 1.2 billion yuan for various projects, including green herbicides and chiral pesticide upgrades, with the application already accepted by the Shanghai Stock Exchange [2][3]. Group 1: Trading Information - As of January 14, 2026, Jiangshan Co., Ltd. closed at 22.93 yuan, down 0.95%, with a turnover rate of 2.22%, trading volume of 95,800 shares, and a total transaction value of 221 million yuan [1]. - On the same day, the net outflow of main funds was 4.67 million yuan, accounting for 2.11% of the total transaction value, while speculative funds saw a net inflow of 9.58 million yuan, representing 4.33% of the total transaction value [2][4]. Group 2: Company Announcements - Shenwan Hongyuan Securities issued a sponsorship letter confirming that Jiangshan Co., Ltd. meets the conditions for issuing and listing convertible bonds, with average distributable profits over the last three years sufficient to cover one year of bond interest [2]. - Beijing Wei Heng Law Firm provided a legal opinion affirming the company's eligibility to issue bonds in compliance with relevant laws and regulations, pending approval from the Shanghai Stock Exchange and registration with the China Securities Regulatory Commission [2]. - The prospectus for the convertible bond issuance indicates that the total amount raised will not exceed 1.2 billion yuan, aimed at funding new projects and supplementing working capital, with the company's credit rating and bond rating both at AA+ [2].

Group 1 - Jiangshan Co., Ltd. (600389) closed at 23.15 yuan on January 13, 2026, down 0.26% with a turnover rate of 2.42% and a trading volume of 104,100 shares, amounting to a transaction value of 243 million yuan [1] - On January 13, the net outflow of main funds was 2.14 million yuan, accounting for 0.88% of the total transaction value, while retail investors had a net inflow of 2.75 million yuan, representing 1.13% of the total transaction value [1][3] - Jiangshan Co., Ltd. has received approval from the Shanghai Stock Exchange for its application to issue convertible bonds to unspecified objects, with a total fundraising amount not exceeding 1.2 billion yuan [2][3] Group 2 - The funds raised from the issuance of convertible bonds will be used for new green herbicide projects, chiral pesticide technological upgrades, and to supplement working capital [2] - The company’s credit rating and the rating for the convertible bonds are both AA+, and no guarantees have been provided for the issuance [2] - The issuance is subject to further review by the Shanghai Stock Exchange and registration with the China Securities Regulatory Commission, indicating that the final implementation remains uncertain [2]

股票简称：江山股份 股票代码：600389 南通江山农药化工股份有限公司 Nantong Jiangshan Agrochemical & Chemicals Co., Ltd. （注册地址：南通市经济技术开发区江山路998号） 向不特定对象发行可转换公司债券 募集说明书 （申报稿） 保荐人（主承销商） （新疆乌鲁木齐市高新区（新市区）北京南路 358 号大成国际大厦 20 楼 2004 室） 二〇二六年一月 南通江山农药化工股份有限公司 可转换公司债券募集说明书 声 明 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对申 请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其对发行 人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任何与 之相反的声明均属虚假不实陈述。 根据《证券法》的规定，证券依法发行后，发行人经营与收益的变化，由 发行人自行负责。投资者自主判断发行人的投资价值，自主作出投资决策，自 行承担证券依法发行后因发行人经营与收益变化或者证券价格变动引致的投资 风险。 1-1-1 南通江山农药化工股份有限公司 可转换公司债券募集说明书 重大事项提示 公司特别提示 ...

证券代码：600389 证券简称：江山股份 公告编号：临 2026-002 南通江山农药化工股份有限公司 关于向不特定对象发行可转换公司债券申请 获得上海证券交易所受理的公告 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。 南通江山农药化工股份有限公司（以下简称"公司"）于 2026 年 1 月 12 日 收到上海证券交易所（以下简称"上交所"）出具的《关于受理南通江山农药化 工股份有限公司沪市主板上市公司发行证券申请的通知》（上证上审（再融资） 〔2026〕12 号）。上交所依据相关规定对公司报送的沪市主板上市公司发行证券 的募集说明书及相关申请文件进行了核对，认为该项申请文件齐备，符合法定形 式，决定予以受理并依法进行审核。 公司本次向不特定对象发行可转换公司债券事项尚需通过上交所审核，并获 得中国证券监督管理委员会（以下简称"中国证监会"）作出同意注册的决定后 方可实施，最终能否通过上交所审核，并获得中国证监会同意注册的决定及其时 间尚存在不确定性。公司将根据该事项的进展情况及时履行信息披露义务，敬请 广大投资者注意投资 ...

申万宏源证券承销保荐有限责任公司 关于南通江山农药化工股份有限公司 向不特定对象发行可转换公司债券并在主 板上市之 发行保荐书 保荐人（主承销商） 二零二六年一月 申万宏源证券承销保荐有限责任公司（以下简称"申万宏源承销保荐"、"本 保荐人"）接受南通江山农药化工股份有限公司（以下简称"发行人"、"公司"、 "江山股份"）的委托，担任其向不特定对象发行可转换公司债券并在主板上市 （以下简称"本次发行"）的保荐人。 本保荐人及相关保荐代表人已根据《中华人民共和国公司法》（以下简称《" 公 司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）、《证券 发行上市保荐业务管理办法》、《上市公司证券发行注册管理办法》（以下简称 "《注册办法》"）、《保荐人尽职调查工作准则》等有关法律、法规和中国证 监会及上海证券交易所的有关规定，诚实守信，勤勉尽责，严格按照依法制定的 业务规则、行业执业规范和道德准则出具发行保荐书，并保证所出具文件的真实 性、准确性和完整性。 3-1-1 第一节 本次证券发行基本情况 一、本次具体负责推荐的保荐代表人 申万宏源证券承销保荐有限责任公司作为南通江山农药化工股份有限公司 向不特定 ...