内容概要：芸苔素内酯作为农药细分产品之一，其占整个农药品类5%左右，占比较小。但受国家绿色 农药政策的推动，芸苔素内酯近几年来也得到快速发展。芸苔素内酯这一在抗逆增产、减量控害方面表 现出色的植物生长调节剂，正日益成为推动作物健康时代的强大动力。其高效且广谱的特性，使得它对 多种作物都能产生显著的增产效果，赢得了众多农户的青睐。特别是在经济作物如水果、蔬菜、花卉以 及大田作物如水稻、小麦、玉米的生产中，芸苔素内酯的应用越来越普遍。数据显示，2024年中国芸苔 素内酯行业市场规模达到15亿元，预计到了2030年行业市场规模增长到20亿元以上。 相关上市企业：美邦股份（605033）、*ST辉丰（002496）等。 相关企业：四川省兰月科技有限公司、云南云大科技农化有限公司、江门大光明农化新会有限公司、山 东潍坊双星农药有限公司、成都新朝阳作物科学股份有限公司、上海威敌生化(南昌)有限公司、浙江世 佳科技股份有限公司、 江西威敌生物科技有限公司等。 关键词：芸苔素内酯行业产业链、芸苔素内酯行业市场规模、芸苔素内酯行业竞争格局、芸苔素内酯行 业发展趋势 一、芸苔素内酯行业相关概述 芸苔素内酯，化学式为C28H48O ...

Group 1 - The core point of the news is that Meibang Co., Ltd. (605033.SH) reported its Q3 2025 results, revealing a total of 16.0152 million A-shares held by four institutional investors, accounting for 11.85% of the total share capital, which is a decrease of 1.41 percentage points from the previous quarter [1] - Institutional investors include Lianyungang Tongmei Enterprise Management Co., Ltd., Lianyungang Meifu Enterprise Management Consulting Partnership (Limited Partnership), Lianyungang Meiping Enterprise Management Consulting Partnership (Limited Partnership), and UBS AG [1] - Three public funds were disclosed this period, including Nuoan Innovation-Driven Mixed A, Jiaoyin Trend Mixed A, and Xinhua Xin Technology 3-Month Rolling Flexible Allocation Mixed A, which were not reported in the previous quarter [1] Group 2 - One new foreign institution, UBS AG, was disclosed this period, while BARCLAYS BANK PLC was not reported in the current quarter [1]

（记者 贾运可） 每经头条（nbdtoutiao）——A股突破4000点！十年沉寂终迎爆发，科技主线重塑市场，"慢牛"新格局开 启！ 每经AI快讯，美邦股份（SH 605033，收盘价：22.83元）10月29日发布公告称，公司第三届第九次董事 会会议于2025年10月28日在陕西省西安市未央区草滩三路588号公司三楼会议室召开。会议审议了《关 于公司2025年前三季度利润分配预案的议案》等文件。 2024年1至12月份，美邦股份的营业收入构成为：农药占比99.49%，其他业务占比0.51%。 ...

Core Insights - Meibang Co., Ltd. (605033.SH) reported a revenue of 609 million yuan for the first three quarters of 2025, reflecting a year-on-year decline of 2.23% [1] - The company's net profit attributable to shareholders was 36.2 million yuan, down 16.36% year-on-year [1] - The non-recurring net profit stood at 29.62 million yuan, showing a decrease of 5.57% compared to the previous year [1] - Basic earnings per share were reported at 0.27 yuan [1]

Core Viewpoint - Meibang Co., Ltd. reported a decline in revenue and net profit for the first three quarters of 2025, indicating potential challenges in its financial performance [1][2]. Financial Performance - The company's revenue for the first three quarters was 609 million yuan, a year-on-year decrease of 2.23% [1]. - The net profit attributable to shareholders was 36.1961 million yuan, down 16.36% year-on-year [1]. - The net profit after deducting non-recurring items was 29.6248 million yuan, a decline of 5.57% year-on-year [1]. - Basic earnings per share stood at 0.27 yuan [1]. Profitability Metrics - The gross profit margin for the first three quarters was 33.40%, an increase of 2.65 percentage points year-on-year [2]. - The net profit margin was 5.94%, a decrease of 1.00 percentage point compared to the same period last year [2]. - In Q3 2025, the gross profit margin was 35.09%, up 2.49 percentage points year-on-year and 3.05 percentage points quarter-on-quarter [2]. - The net profit margin for Q3 was 0.05%, an increase of 3.72 percentage points year-on-year but a decrease of 3.11 percentage points quarter-on-quarter [2]. Expense Analysis - Total operating expenses for the period were 169 million yuan, an increase of 25.2941 million yuan year-on-year [2]. - The expense ratio was 27.77%, up 4.68 percentage points from the previous year [2]. - Sales expenses increased by 21.96%, while management expenses decreased by 1.01% [2]. - R&D expenses rose by 20.61%, and financial expenses increased by 41.94% [2]. Shareholder Information - As of the end of Q3 2025, the total number of shareholders was 12,100, a decrease of 1,122 from the end of the previous half-year, representing an 8.48% decline [2]. - The average market value of shares held per shareholder increased from 202,600 yuan to 248,200 yuan, a growth of 22.50% [2]. Company Overview - Meibang Co., Ltd. is located in Xi'an, Shaanxi Province, and was established on August 5, 1998, with its listing date on September 16, 2021 [3]. - The company's main business includes the research, production, and sales of pesticide formulations, as well as agricultural technology promotion services [3]. - The revenue composition is as follows: fungicides 51.82%, insecticides 35.05%, and others 12.62% [3].

主要产品 2025 年 1 至 9 月产 量（吨） 2025 年 1 至 9 月销 量（吨） 2025 年 1 至 9 月销 售金额（万元） 杀菌剂 3,867.90 3,848.78 33,106.82 杀虫剂 2,013.69 2,316.43 19,152.57 其他 1,491.24 1,396.50 8,355.65 一、主要产品的产量、销量及收入实现情况（不含税） 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个别及连带责任。 根据上海证券交易所《上海证券交易所上市公司自律监管指引第3号行业信 息披露：第十三号——化工》的相关要求，陕西美邦药业集团股份有限公司（以 下简称"公司"）现将2025年第三季度主要经营数据披露如下： 二、主要产品的价格变动情况（不含税） | 主要产品 | 年 2025 1 9 均售价（元/吨） | 至 | 月平 | 年 2024 1 均售价（元/吨） | 至 9 | 月平 | 变动比率（%） | | | --- | --- | --- | --- | --- | --- | --- | --- | ...

证券代码：605033 证券简称：美邦股份 公告编号：2025-053 陕西美邦药业集团股份有限公司 第三届董事会第九次会议决议公告 同意公司 2025 年第三季度报告。 赞成票：9 票；反对票：0 票；弃权票：0 票。 本议案相关内容详见上海证券交易所网站 www.sse.com.cn《陕西美邦药业集 团股份有限公司 2025 年第三季度报告》。 （二）审议并通过《关于公司 2025 年前三季度利润分配预案的议案》 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个别及连带责任。 一、董事会会议召开情况 陕西美邦药业集团股份有限公司（以下简称"公司"）第三届董事会第九次 会议于 2025 年 10 月 28 日在陕西省西安市未央区草滩三路 588 号公司三楼会议 室召开。本次会议通知于 2025 年 10 月 23 日以电话或书面通知方式发出，会议 采用现场和视频通讯方式召开，会议应到董事 9 人，实到董事 9 人。会议由董事 长张少武先生主持，会议的召集、召开符合《中华人民共和国公司法》及公司章 程的有关规定。经董事认真审议，通过了以 ...

证券代码：605033 证券简称：美邦股份 公告编号：2025-054 ●本次陕西美邦药业集团股份有限公司（以下简称"公司"）利润分配以实施 权益分派股权登记日的总股本为基数，具体日期将在权益分派实施公告中明确。 ●在实施权益分派的股权登记日前若公司总股本发生变动的，拟维持每股分 配比例不变，分配总额相应调整，并将另行公告具体调整情况。 一、利润分配预案的具体内容 根据公司 2025 年前三季度财务报表（未经审计），公司 2025 年前三季度 实现归属于上市公司股东的净利润为 36,196,078.50 元。截至 2025 年 9 月 30 日， 公司合并报表未分配的利润为 524,232,587.10 元，母公司报表可供分配的未分配 利润为 199,574,329.26 元。 为贯彻落实《国务院关于加强监管防范风险推动资本市场高质量发展的若干 意见》关于推动一年多次分红等政策要求，进一步提高分红频次，增强投资者回 报水平，根据《上市公司监管指引第 3 号——上市公司现金分红》《公司章程》 等相关规定和 2024 年年度股东会授权，结合公司经营和未分配利润的情况，拟 定 2025 年前三季度利润分配预案如下： ...

Financial Performance - The company's operating revenue for the third quarter was CNY 123,556,680.89, an increase of 9.17% compared to the same period last year[4]. - The net profit attributable to shareholders was CNY 58,793.00, representing a significant increase of 101.42% year-on-year[4]. - Total operating revenue for the first three quarters of 2025 was CNY 608.89 million, a decrease of 2.9% compared to CNY 622.78 million in the same period of 2024[19]. - Net profit for the first three quarters of 2025 was CNY 36.20 million, down 16.3% from CNY 43.28 million in the same period of 2024[20]. - The basic earnings per share for the third quarter was CNY 0.0004, up 101.42% year-on-year[5]. - The company reported a basic earnings per share of CNY 0.27, down from CNY 0.32 in the previous year[21]. Assets and Liabilities - The total assets at the end of the reporting period were CNY 1,905,023,017.73, reflecting a growth of 2.31% from the end of the previous year[5]. - As of September 30, 2025, the company's total assets amounted to CNY 1,905,023,017.73, an increase from CNY 1,862,032,288.17 as of December 31, 2024[15]. - The company's current assets decreased to CNY 1,055,532,617.37 from CNY 1,096,712,579.53, reflecting a decline of approximately 3.75%[15]. - Total liabilities increased to CNY 757,685,954.66 from CNY 737,371,303.60, marking an increase of approximately 2.5%[17]. - The company's total liabilities decreased by 57.67% in accounts payable at the end of the reporting period[10]. - The company's equity attributable to shareholders rose to CNY 1,147,337,063.07 from CNY 1,124,660,984.57, an increase of about 2%[17]. Cash Flow - The cash flow from operating activities for the year-to-date was CNY 67,226,904.44, a decrease of 31.43% compared to the same period last year[5]. - Cash flow from operating activities generated a net amount of CNY 67.23 million, a decrease of 31.5% compared to CNY 98.05 million in the same period of 2024[23]. - Cash flow from investing activities resulted in a net outflow of CNY 101.78 million, an improvement from a net outflow of CNY 326.05 million in the previous year[24]. - Cash flow from financing activities generated a net inflow of CNY 68.81 million, compared to CNY 52.92 million in the same period of 2024, reflecting a 30% increase[24]. - The total cash and cash equivalents at the end of the period stood at CNY 254.47 million, compared to CNY 277.34 million at the end of the same period last year[24]. - Cash and cash equivalents increased to CNY 296,761,594.93 from CNY 267,862,944.94, representing an increase of about 10.5%[15]. Receivables and Inventory - The company reported a 248.42% increase in receivables financing due to an increase in bank acceptance bills received[9]. - Accounts receivable rose significantly to CNY 107,430,539.11 from CNY 57,741,288.18, indicating an increase of approximately 86.3%[15]. - The company experienced a 33.25% decrease in inventory as it consumed stock ahead of the winter storage period[10]. - Inventory decreased to CNY 176,687,991.37 from CNY 264,714,237.77, a decline of about 33.3%[15]. Expenses and Tax - Total operating costs decreased slightly to CNY 578.84 million from CNY 579.02 million year-on-year, with operating costs specifically down to CNY 405.52 million from CNY 431.27 million, a reduction of 5.9%[19]. - Research and development expenses increased to CNY 62.05 million, up 20.5% from CNY 51.45 million in the previous year[19]. - Tax expenses significantly decreased to CNY 105.42 million from CNY 7.98 million in the previous year, indicating a substantial reduction in tax liabilities[20]. Other Information - The company has not disclosed any new product developments or market expansion strategies in the current reporting period[14]. - The new accounting standards or interpretations will be implemented starting from 2025, affecting the financial statements from the beginning of that year[25].

Core Viewpoint - Meibang Co., Ltd. announced the election of Mr. Fan Xiaolong as the employee representative director of the third board of directors during the employee representative meeting held on September 26, 2025 [1] Company Summary - The employee representative meeting took place on the evening of September 26, 2025 [1] - Mr. Fan Xiaolong was elected as the employee representative director [1]