证券代码：000422 证券简称：湖北宜化 公告编号：2025-088 湖北宜化化工股份有限公司 关于年产 40 万吨磷铵、20 万吨硫基复合肥 项目投产的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 湖北宜化化工股份有限公司 董 事 会 2025 年 8 月 11 日 为践行"长江大保护"政策，解决湖北宜化化工股份有限公司（以 下简称"公司"）与湖北楚星化工股份有限公司（以下简称"楚星公 司"）之间的同业竞争问题，并推动磷化工产业升级，公司以全资子 公司湖北宜化楚星生态科技有限公司（以下简称"楚星生态科技公司"） 为实施主体，利用从楚星公司受让的 40 万吨/年磷酸二铵产能，在湖 北宜都化工园区投资建设年产 40 万吨磷铵、20 万吨硫基复合肥节能 升级改造项目（以下简称"磷铵项目"）。具体情况详见 2024 年 4 月 13 日巨潮资讯网《关于投资建设年产 40 万吨磷铵、20 万吨硫基复合 肥节能升级改造项目的公告》。 截至本公告披露日，磷铵项目一期已建成 80 万吨/年硫酸装置、 35 万吨/年湿法磷酸装置、40 万吨/年磷酸二铵装置、2*10 ...

湖北宜化化工股份有限公司 关于对外担保的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 一、担保情况概述 湖北宜化化工股份有限公司（以下简称"公司"）于 2025 年 4 月 24 日召开的 2024 年度股东会审议通过《关于 2025 年度对外担保 额度预计的议案》，同意 2025 年度公司为控股子公司及参股公司提 供总计不超过 327,120.00 万元的担保额度，其中对资产负债率大于 70%的控股子公司提供 135,100.00 万元担保额度，对资产负债率小于 或等于 70%的控股子公司提供 182,202.00 万元担保额度，对资产负债 率小于或等于 70%的部分参股公司提供 9,818.00 万元担保额度。在有 效期内，前述预计的担保额度可按照实际情况在资产负债率 70%以上 /以下同等类别的被担保公司之间进行额度调剂。 2025 年 7 月，公司按照实际情况在资产负债率 70%以上类别的 被担保公司之间进行额度调剂，为全资子公司湖北宜化国际贸易有限 公司（"国际贸易"）提供担保 17,500.00 万元，未超过股东会审议通 过的担保对象、 ...

每经AI快讯，8月11日，湖北宜化（000422）(000422.SZ)公告称，公司以全资子公司湖北宜化楚星生态 科技有限公司为实施主体，在湖北宜都化工园区投资建设的年产40万吨磷铵、20万吨硫基复合肥节能升 级改造项目一期已建成投产。该项目有助于扩大公司磷化工产品规模，完善磷化工产业布局，进一步提 升公司盈利水平与市场竞争力。但需注意项目经济效益可能不达预期的风险。 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The chlor-alkali industry is experiencing a recovery in profitability, driven by a tightening supply of glyphosate and glufosinate, leading to price increases [4][20] - The "anti-involution" policy is expected to be a key focus in 2025 and beyond, aiming to optimize the competitive landscape in the chemical industry [26] Summary by Sections Industry Trends - The chemical industry index outperformed the CSI 300 index by 1.1% this week, with 76.7% of the 545 tracked stocks showing weekly gains [17] - The average price of glyphosate increased to 26,399 CNY/ton, a rise of 0.37% from the previous week, while glufosinate also saw a price increase [21][22] Key Products Tracking - Urea and potassium chloride prices have risen, while phosphorite and phosphates remain stable [52] - The average price of urea reached 1,780 CNY/ton, up 0.62% from the previous week, driven by improved market sentiment [52][54] Recommended and Beneficiary Stocks - Recommended stocks include leading chemical companies such as Wanhua Chemical, Hualu Hengsheng, and Hengli Petrochemical [6][26] - Beneficiary stocks include companies like Jiangshan Co., Ltd. and Hebei New Chemical Materials [24][27]

Investment Rating - The report maintains an "Outperform" rating for the agricultural chemical industry [4][8]. Core Viewpoints - The agricultural chemical industry is experiencing upward price trends in potassium and glyphosate, with an expanding price gap for phosphate exports [1][3]. - The supply-demand balance for potassium fertilizer is tight, with international prices continuing to rise, while domestic production is expected to decrease slightly in 2024 [1][23]. - The phosphate chemical sector is expected to maintain a high price level due to the scarcity of resources and increasing demand from new applications such as lithium iron phosphate [2][46]. - The pesticide sector is anticipated to see a recovery as the "rectification and reform" initiative progresses, with demand increasing due to rising agricultural planting areas in South America [3][4]. Summary by Sections Potassium Fertilizer - The global potassium fertilizer market is characterized by a supply-demand imbalance, with China being the largest consumer and an import dependency exceeding 60% [1][23]. - Domestic potassium chloride production is projected to be 5.5 million tons in 2024, a decrease of 2.7% year-on-year, while imports are expected to reach a record high of 12.633 million tons, up 9.1% [1][23]. - The average price of potassium chloride in July rose from 3,239 CNY/ton to 3,399 CNY/ton, stabilizing at 3,230 CNY/ton by the end of the month [1][40]. Phosphate Chemicals - The long-term price center for phosphate rock is expected to remain high due to declining grades and increasing extraction costs, with the market price for 30% grade phosphate rock remaining above 900 CNY/ton for over two years [2][46]. - As of July 31, 2025, the price for 30% grade phosphate rock in Hubei was 1,040 CNY/ton, while in Yunnan it was 970 CNY/ton, both stable compared to the previous month [2][46]. - The price gap between domestic and international phosphate fertilizers has widened, benefiting companies with export quotas [3][46]. Pesticides - The pesticide sector is entering a recovery phase, with demand driven by increased agricultural planting areas in South America [3][4]. - The pesticide price index has seen a significant decline over the past three years, but demand is expected to strengthen as inventory levels are replenished [3][4]. - Key companies in the pesticide sector include Yangnong Chemical and Lier Chemical, which are recommended for investment [4][8].

证券之星消息，8月5日农化制品板块较上一交易日上涨0.34%，丰山集团领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。农化制品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603810 | 丰山集团 | 17.27 | 3.85% | 3.14万 | 5362.57万 | | 002734 | 利民股份 | 21.88 | 2.87% | 59.84万 | 12.96ZZI | | 000422 | 湖北宣化 | 13.54 | 2.19% | 27.13万 | 3.63亿 | | 000902 | 新洋丰 | 14.40 | 1.91% | 10.80万 | 1.55亿 | | 300387 | 富邦科技 | 9.54 | 1.81% | 9.53万 | 9061.10万 | | 002545 | 东方铁塔 | 9.86 | 1.75% | 11.65万 | 1.15亿 | | 002470 | 金正大 | 1.7 ...

金融界消息 截至2025年8月5日收盘，湖北宜化（000422）报收于13.54元，上涨2.19%，换手率2.56%， 成交量27.13万手，成交金额3.63亿元。 资金流向方面，今日主力资金净流入4197.38万元，占比成交额11.58%。其中，超大单净流入2257.82万 元、占成交额6.23%，大单净流入1939.56万元、占成交额5.35%，中单净流出流出57.71万元、占成交额 0.16%，小单净流出4139.66万元、占成交额11.42%。 湖北宜化最新一期业绩显示，截至2025一季报，公司营业总收入39.46亿元、同比减少6.29%，归属净利 润3400.99万元，同比减少75.14%，扣非净利润1698.27万元，同比减少83.22%，流动比率0.755、速动比 率0.541、资产负债率67.00%。 天眼查商业履历信息显示，湖北宜化化工股份有限公司，成立于1993年，位于宜昌市，是一家以从事化 学原料和化学制品制造业为主的企业。企业注册资本108250.9712万人民币，实缴资本5.3366万人民币。 公司法定代表人为卞平官。 通过天眼查大数据分析，湖北宜化化工股份有限公司共对外投资了50家 ...

【中标合同】 腾达建设(600512.SH)：中标路北街道新建小学工程 | | | 8月4日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 瑞可达 | 公司人形机器人产品经过前期的研发,现已开始小批量供货 | | 项目投资 | 侨源股份 | 拟投建电子级医用级特种气体生产基地 | | 中标合同 | 腾达建设 | 中标路北街道新建小学工程 | | 经营数据 | 长源电力 | 7月完成发电量41.04亿千瓦时 同比增长45.12% | | 股权收购 | 绿通科技 | 拟收购大摩半导体部分股权并对其增资 | | 回购 | 中国东航 | 累计完成回购8955. 39万股A股股份 | | 业绩 | 蒙威集团 | 上半年净利润同比预增39.43%到49.67% | | 增减持 | 红旗连锁 | 永辉超市拟减持不超1360万股股份 | | | 步科股份 | 控股股东上海步进拟减持不超3%股份 | | 其他 | 丰立智能 | 拟定增募资不超7.3亿元 用于新能源汽车精密动力齿轮智能制造项目等 | | | 三超新材 | 拟向博达合一定增募资不超2.5亿元 扇脂脂に ...

| | | 8月4日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 瑞可达 | 公司人形机器人产品经过前期的研发,现已开始小批量供货 | | 项目投资 | 侨源股份 | 拟投建电子级医用级特种气体生产基地 | | 中标合同 | 腾达建设 | 中标路北街道新建小学工程 | | 经营数据 | 长源电力 | 7月完成发电量41.04亿千瓦时 同比增长45.12% | | 股权收购 | 绿通科技 | 拟收购大摩半导体部分股权并对其增资 | | 回购 | 中国东航 | 累计完成回购8955. 39万股A股股份 | | 业绩 | 家威集团 | 上半年净利润同比预增39.43%到49.67% | | | 红旗连锁 | 永辉超市拟减持不超1360万股股份 | | 增减持 | | | | | 步科股份 | 控股股东上海步进拟减持不超3%股份 | | 其他 | 丰立智能 | 拟定增募资不超7.3亿元 用于新能源汽车精密动力齿轮智能制造项目等 | | | 三超新材 | 拟向博达合一定增募资不超2.5亿元 F | 【热点】 日盈电子(603286.SH)：目前公司无人形机 ...

Group 1 - The company announced the progress of transferring 1.718% equity of Inner Mongolia Ordos Lianhai Coal Industry Co., Ltd. through public listing [2][3] - The board of directors approved the proposal for the equity transfer during the meeting held on June 13, 2025 [2] - The transfer price for the equity was set at the listing reserve price of 221.6 million yuan [3] Group 2 - The buyer consortium consists of Huineng Holdings Group Co., Ltd. and Inner Mongolia Ordos Cashmere Group Co., Ltd., which submitted a deposit of 66 million yuan [3] - The transfer agreement was signed on August 1, 2025, with Huineng Holdings acquiring 1.0308% and Ordos Cashmere Group acquiring 0.6872% of the equity [7] - The total transfer price includes a deposit deduction, with the remaining payment of 155.6 million yuan to be paid in one lump sum [7] Group 3 - Huineng Holdings Group Co., Ltd. has a registered capital of 4.876 billion yuan and is involved in coal mining and related activities [4] - Inner Mongolia Ordos Cashmere Group Co., Ltd. has a registered capital of 631.148 million yuan and engages in various investment projects, including cashmere products [5][6] - The ownership structure of Ordos Cashmere Group is fully held by Inner Mongolia Ordos Investment Holding Group Co., Ltd. [6]