南财智讯11月18日电，红四方公告，本次上市流通的限售股为公司首次公开发行战略配售限售股份，合 计上市流通数量为11,403,508股，占公司股本总数的4.39%。本次限售股上市流通日期为2025年11月26 日。限售股股东为中国农业产业发展基金有限公司和中国保险投资基金（有限合伙），分别解除限售 8,145,363股和3,258,145股。上述股东均严格履行了限售承诺。本次解禁后，公司有限售条件的流通股减 少至195,000,000股，无限售条件的流通股增至65,000,000股。 ...

Group 1 - The fertilizer sector experienced a short-term rebound on November 11, with companies such as Hong Sifang and Chuanfa Longmang seeing gains of over 2% [1] - Other stocks in the sector, including Yuntu Holdings, Yara International, Hubei Yihua, and Liuguo Chemical, also followed the upward trend [1]

Group 1 - The core viewpoint of the news is the performance and financial details of Hong Sifang, a company specializing in the production and sales of compound fertilizers and nitrogen fertilizers, which saw a stock price increase of 5.06% to 35.74 CNY per share, with a total market capitalization of 9.292 billion CNY [1] - Hong Sifang's main business revenue composition includes 92.93% from compound fertilizers, 5.07% from nitrogen fertilizers, 1.22% from potassium sulfate, and 0.79% from other products [1] - The company is located in Hefei, Anhui Province, and was established on March 26, 2012, with its listing date set for November 26, 2024 [1] Group 2 - From the perspective of major circulating shareholders, Guangfa Fund holds a position in Hong Sifang, specifically through the Guangfa CSI 1000 ETF, which reduced its holdings by 15,900 shares in the third quarter, now holding 325,400 shares, representing 0.61% of circulating shares [2] - The Guangfa CSI 1000 ETF has a total scale of 35.303 billion CNY and has achieved a year-to-date return of 26.68%, ranking 2006 out of 4216 in its category [2] - The fund manager of Guangfa CSI 1000 ETF, Luo Guoqing, has a tenure of over 10 years, with the fund's total asset scale reaching 104.711 billion CNY [3]

Core Insights - The company Hong Sifang experienced a slight increase in stock price by 0.06% on October 29, with a trading volume of 70.36 million yuan [1] - As of October 29, the total margin trading balance for Hong Sifang was 130 million yuan, with a net margin buy of -1.46 million yuan for the day [1][2] - For the period from January to September 2025, Hong Sifang reported a revenue of 2.481 billion yuan, a year-on-year decrease of 6.94%, and a net profit attributable to shareholders of 45.84 million yuan, down 59.02% year-on-year [2] Financing and Margin Trading - On October 29, Hong Sifang had a margin buy of 5.09 million yuan, with a current margin balance of 130 million yuan, representing 7.15% of its market capitalization [1] - The company had no shares repaid in the securities lending market on October 29, with 100 shares sold, amounting to 3,388 yuan at the closing price [1] Shareholder and Institutional Holdings - As of September 30, 2025, the number of shareholders for Hong Sifang was 25,300, a decrease of 5.10% from the previous period, while the average number of circulating shares per person increased by 5.38% to 2,117 shares [2] - The largest circulating shareholder is the Southern CSI 1000 ETF, holding 711,200 shares, a decrease of 13,400 shares from the previous period [2]

Core Viewpoint - The company, Zhongyan Anhui Hong Sifang Fertilizer Co., Ltd., has released its quarterly report, ensuring the accuracy and completeness of the financial information presented, and confirming that there are no significant omissions or misleading statements [2][3]. Financial Data Summary - The financial statements for the third quarter are unaudited, covering the period from the beginning to the end of the quarter [3][5]. - The report includes major accounting data and financial indicators, although specific figures are not detailed in the provided text [3][4]. - The company has not identified any non-recurring gains or losses that are significant enough to warrant special mention [3][4]. Shareholder Information - There is no change in the number of shareholders or significant changes in the top ten shareholders compared to the previous period [4][5]. Other Important Information - The company has not indicated any additional important information regarding its operational performance during the reporting period [5].

Core Viewpoint - Hong Sifang (603395.SH) reported a decline in both revenue and net profit for Q3 2025, indicating potential challenges in its financial performance [1] Financial Performance - The company's operating revenue for Q3 2025 was 667 million yuan, a year-on-year decrease of 3.38% [1] - The net profit attributable to shareholders was 1.8758 million yuan, reflecting a significant year-on-year decline of 93.47% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 1.3665 million yuan, down 94.72% year-on-year [1]

Group 1 - The core point of the article is that Hong Sifang (SH 603395) held its third meeting of the fourth board of directors on October 27, 2025, where it reviewed the proposal for the "Total Wage Filing Management Measures" [1] - For the first half of 2025, Hong Sifang's revenue composition was entirely from the chemical industry, accounting for 100.0% [1] - As of the report date, Hong Sifang's market capitalization was 8.9 billion yuan [1]

股票代码：603395 股票简称：红四方 公告编号：2025-047 中盐安徽红四方肥业股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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。 二、说明会召开的时间、地点 重要内容提示： 会议召开时间：2025 年 11 月 10 日（星期一）14:00-15:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） （一）会议召开时间：2025 年 11 月 10 日（星期一）14:00-15:00 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 11 月 3 日（星期一）至 11 月 7 日（星期五）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 （zyahhsffy@chinasalt.com.cn）进行提问。公司将在说明会上对投资者普遍关 注的问题进行回答。 中盐安徽红四方肥业股份有限公司（以下简称"公司"）已于 202 ...

股票代码：603395 股票简称：红四方 公告编号：2025-046 中盐安徽红四方肥业股份有限公司 2025 年前三季度主要经营数据的公告 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。 根据上海证券交易所《上市公司自律监管规则适用指引第 3 号——行业信息 披露》其《第十三号——化工》的要求，中盐安徽红四方肥业股份有限公司（以 下简称"公司"）2025 年前三季度主要经营数据如下： 二、主要产品及原材料的价格变动情况 （一）主要产品的价格变动情况（不含税销售均价） | 主要产品 | 2025年前三季度 | 2024年前三季度销售 | 变动比率 | | --- | --- | --- | --- | | | 销售价（元/吨） | 价（元/吨） | （%） | | 氮肥产品（包括尿素、脲 铵氮肥和农用硫酸铵） | 1,784.62 | 1,966.56 | -9.25 | | 复合肥（含水溶肥） | 2,385.29 | 2,468.06 | -3.35 | | 硫酸钾 | 3,413.23 | 不适用 | 不适用 | （二） ...

中盐安徽红四方肥业股份有限公司（以下简称"公司"）第四届董事会第三 次会议于 2025 年 10 月 27 日在公司会议室以现场结合通讯方式召开，会议通知 已于 2025 年 10 月 22 日通过电子邮件方式送达全体董事。本次会议应出席董事 9 名，实际出席董事 9 名，其中董事许是先生、马友华先生、罗斌先生以通讯方 式出席会议，部分高级管理人员列席了会议。本次会议的召集、召开符合《中华 人民共和国公司法》等法律法规和《公司章程》的有关规定。会议由董事长陈勇 先生主持。 股票代码：603395 股票简称：红四方 公告编号：2025-045 中盐安徽红四方肥业股份有限公司 第四届董事会第三次会议决议公告 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。 一、董事会会议召开情况 二、董事会会议审议情况 各位董事认真讨论和审议了本次会议议案，并对议案进行了投票表决，通过 了以下决议： （一）审议通过《关于公司 2025 年第三季度报告的议案》 该议案已经公司第四届董事会审计委员会 2025 年第三次会议审议通过（表 决结果：同意 3 ...