天原股份11月27日公告，下属子公司马边无穷矿业有限公司磷化工厂于2023年12月19日停产，为盘活闲 置无形资产，公司对2.5万吨/年黄磷产能指标公开挂牌转让。 公告称，最终确定四川和邦生物科技股份有限公司为受让方。11月25日，无穷矿业与和邦生物签订了 《产权交易合同》，成交金额为18529万元。 ...

Core Viewpoint - Tianyuan Co., Ltd. announced the suspension of its subsidiary, Mabi Wuqiong Mining Co., Ltd.'s phosphorus chemical plant on December 19, 2023, and plans to transfer its 25,000 tons/year yellow phosphorus production capacity at a base price of 24.79 million yuan through a public listing [1] Group 1 - The yellow phosphorus production capacity of 25,000 tons/year will be publicly listed for transfer at a base price of 24.79 million yuan [1] - Sichuan Hebang Biotechnology Co., Ltd. was determined as the buyer through dynamic bidding at the Southwest United Property Rights Exchange [1] - The transaction contract was signed on November 25, 2025, with a total transaction amount of 185.29 million yuan (including tax) [1]

（文章来源：每日经济新闻） 每经AI快讯，11月26日，天原股份(002386.SZ)公告称，公司以转让底价2479万元，通过在西南联合产 权交易所公开挂牌的方式，对2.5万吨/年黄磷产能指标进行转让，最终确定四川和邦生物科技股份有限 公司为受让方，成交金额为18529万元（含税）。但该交易还需取得马边县对无穷矿业黄磷产能退出的 公示，才能完成交割；若不能取得，交易合同解除，无穷矿业需全额无息退还交易价款。 ...

天原集团公告称，下属子公司无穷矿业磷化工厂于2023年12月19日停产。为盘活闲置无形资产，公司对 2.5万吨/年黄磷产能指标公开挂牌转让。最终确定和邦生物为受让方，2025年11月25日无穷矿业与其签 订《产权交易合同》，成交金额1.85亿元（含税），和邦生物将在合同生效5个工作日内付款。不过， 转让还需取得马边县对无穷矿业黄磷产能退出公示才能完成交割，存在不确定性。 ...

分红方面，和邦生物A股上市后累计派现12.05亿元。近三年，累计派现5.53亿元。 机构持仓方面，截止2025年9月30日，和邦生物十大流通股东中，鹏华中证细分化工产业主题ETF联接A （014942）位居第四大流通股东，持股9278.78万股，为新进股东。南方中证500ETF（510500）位居第 五大流通股东，持股9008.99万股，相比上期减少218.44万股。香港中央结算有限公司位居第六大流通股 东，持股8928.26万股，相比上期增加1609.08万股。光大保德信信用添益债券A类（360013）位居第九 大流通股东，持股3300.96万股，为新进股东。中欧红利优享灵活配置混合A（004814）位居第十大流通 股东，持股2459.99万股，为新进股东。 今年以来和邦生物已经1次登上龙虎榜，最近一次登上龙虎榜为10月9日，当日龙虎榜净买入5022.12万 元；买入总计2.29亿元 ，占总成交额比13.21%；卖出总计1.78亿元 ，占总成交额比10.31%。 资料显示，四川和邦生物科技股份有限公司位于四川省乐山市五通桥区牛华镇沔坝村，成立日期2002年 8月1日，上市日期2012年7月31日，公司主营业 ...

和邦生物所属申万行业为：基础化工-农化制品-磷肥及磷化工。所属概念板块包括：草甘膦、生物农 药、化肥、磷化工、天然气等。 截至9月30日，和邦生物股东户数19.65万，较上期减少1.99%；人均流通股44939股，较上期增加 2.03%。2025年1月-9月，和邦生物实现营业收入59.27亿元，同比减少13.02%；归母净利润9310.85万 元，同比减少57.93%。 分红方面，和邦生物A股上市后累计派现12.05亿元。近三年，累计派现5.53亿元。 机构持仓方面，截止2025年9月30日，和邦生物十大流通股东中，鹏华中证细分化工产业主题ETF联接A （014942）位居第四大流通股东，持股9278.78万股，为新进股东。南方中证500ETF（510500）位居第 五大流通股东，持股9008.99万股，相比上期减少218.44万股。香港中央结算有限公司位居第六大流通股 东，持股8928.26万股，相比上期增加1609.08万股。光大保德信信用添益债券A类（360013）位居第九 大流通股东，持股3300.96万股，为新进股东。中欧红利优享灵活配置混合A（004814）位居第十大流通 股东，持股2459.99 ...

证券日报网讯和邦生物（603077）11月21日在互动平台回答投资者提问时表示，公司目前在国内拥有两 座磷矿，分别是马边烟峰磷矿和汉源刘家山磷矿，储量分别为3，174.10万吨和5，917.80万吨。 ...

Market Overview - The agricultural chemical sector experienced a decline of 5.39% on November 21, with Chengxing Co. leading the drop [1] - The Shanghai Composite Index closed at 3834.89, down 2.45%, while the Shenzhen Component Index closed at 12538.07, down 3.41% [1] Individual Stock Performance - Chengxing Co. (600078) closed at 11.42, down 10.01% with a trading volume of 815,900 shares [1] - Lianhua Technology (002250) closed at 11.84, down 9.96% with a trading volume of 846,200 shares [1] - Bluefeng Biochemical (002513) closed at 8.05, down 9.96% with a trading volume of 438,000 shares [1] - Liuguo Chemical (600470) closed at 6.09, down 9.78% with a trading volume of 362,100 shares [1] - Chuanjinno (300505) closed at 21.57, down 8.33% with a trading volume of 246,600 shares [1] - Hebang Bio (603077) closed at 2.13, down 7.79% with a trading volume of 3,585,900 shares [1] - Chuanheng Co. (002895) closed at 34.45, down 7.64% with a trading volume of 216,400 shares [1] - Hongda Co. (600331) closed at 11.05, down 7.61% with a trading volume of 1,041,300 shares [1] - Yantu Holdings (002539) closed at 11.03, down 7.47% with a trading volume of 475,800 shares [1] - Salt Lake Co. (000792) closed at 26.04, down 7.20% with a trading volume of 2,051,800 shares [1] Capital Flow Analysis - The agricultural chemical sector saw a net outflow of 1.435 billion yuan from institutional investors, while retail investors had a net inflow of 1.383 billion yuan [1] - The table of capital flow for individual stocks indicates varying levels of net inflow and outflow among different companies [2] Individual Stock Capital Flow - Hongda Co. (600331) had a net inflow of 56.76 million yuan from institutional investors, but a net outflow from retail investors [2] - Guangxin Co. (603599) saw a net inflow of 27.20 million yuan from institutional investors, with a net outflow from retail investors [2] - Zhongqi Co. (300575) had a net inflow of 18.06 million yuan from institutional investors, with a net outflow from retail investors [2] - Andamite A (000553) experienced a net inflow of 15.01 million yuan from institutional investors, but a significant net outflow from retail investors [2] - Sichuan Meifeng (000731) had a net inflow of 13.36 million yuan from institutional investors, with a net outflow from retail investors [2]

Group 1 - The chemical sector experienced a decline on November 21, with the Chemical ETF (516020) dropping over 4% at one point and closing down 2.84% [1][2] - Key stocks in the sector, such as Enjie Co., Ltd. and Tianqi Lithium, saw significant losses, with Enjie hitting the daily limit down and Tianqi falling over 8% [1][2] - The Chemical ETF has shown a year-to-date increase of 30.5%, outperforming major indices like the Shanghai Composite Index (17.28%) and the CSI 300 Index (16.01%) [1][3] Group 2 - The chemical industry has faced a continuous decline in product prices for four years, but recent policies aimed at reducing competition may signal a turning point [3][4] - The current price-to-book ratio of the Chemical ETF is 2.37, indicating a relatively low valuation compared to the past decade [4] - Analysts suggest that the industry may see improved supply-demand dynamics and profitability due to the "anti-involution" policies, with a focus on sectors like pesticides and organic silicon [5][6] Group 3 - The Chemical ETF (516020) tracks the CSI Sub-Industry Chemical Index, covering various segments of the chemical industry, with nearly 50% of its holdings in large-cap stocks [5][6] - Investors are encouraged to consider the Chemical ETF as a more efficient way to gain exposure to the chemical sector [5][6]

11月20日，和邦生物跌0.86%，成交额5.87亿元。两融数据显示，当日和邦生物获融资买入额5884.85万 元，融资偿还6365.27万元，融资净买入-480.42万元。截至11月20日，和邦生物融资融券余额合计5.96 亿元。 截至9月30日，和邦生物股东户数19.65万，较上期减少1.99%；人均流通股44939股，较上期增加 2.03%。2025年1月-9月，和邦生物实现营业收入59.27亿元，同比减少13.02%；归母净利润9310.85万 元，同比减少57.93%。 分红方面，和邦生物A股上市后累计派现12.05亿元。近三年，累计派现5.53亿元。 机构持仓方面，截止2025年9月30日，和邦生物十大流通股东中，鹏华中证细分化工产业主题ETF联接A （014942）位居第四大流通股东，持股9278.78万股，为新进股东。南方中证500ETF（510500）位居第 五大流通股东，持股9008.99万股，相比上期减少218.44万股。香港中央结算有限公司位居第六大流通股 东，持股8928.26万股，相比上期增加1609.08万股。光大保德信信用添益债券A类（360013）位居第九 大流通股东，持股3 ...