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草甘膦行业迎供需改善+格局重塑双重驱动,提前布局把握产业升级新机遇
Xin Lang Cai Jing· 2026-01-19 13:16
Core Viewpoint - The article discusses the impact of the upcoming export tax rebate cancellation on various companies in the glyphosate industry, highlighting their strategies to mitigate cost pressures and capitalize on market opportunities. Group 1: Company Strategies and Advantages - Xingfa Group, a leading player in the phosphate chemical industry, benefits from a complete supply chain and cost control, allowing it to quickly pass on cost pressures post-export tax rebate cancellation [1][19] - Yangnong Chemical, a leader in the biorational pesticide sector, plans to shift towards high-value formulation exports, leveraging its strong overseas registration and channel networks [2][20] - Hebang Biotechnology has a high self-sufficiency rate in raw materials, which helps it mitigate cost increases and capture orders during overseas inventory replenishment cycles [3][19] - Runfeng Co., a prominent pesticide exporter, can quickly adjust its product structure to high-value formulations, benefiting from its global partnerships and supply chain flexibility [4][20] - Xin'an Chemical, known for its integrated production model, significantly reduces costs and enhances flexibility in price transmission through its dual production of organic silicon and glyphosate [5][21] Group 2: Market Position and Growth Potential - Taihe Co. focuses on raw material production and aims to expand its market share by optimizing production costs and enhancing its domestic formulation market presence [6][22] - Andermatt Biocontrol, a global leader in pesticide formulations, plans to leverage its strong R&D capabilities and global network to maintain market leadership post-tax rebate changes [7][24] - Lier Chemical, with a complete R&D and production system, aims to enhance its market position through technological upgrades and a stable raw material supply chain [8][25] - Nopson, a leading pesticide formulation company, is expected to strengthen its domestic market position by quickly adapting to changes in export pressures [9][26] - Jiangshan Co., a top glyphosate producer, is positioned to benefit from its scale and technological advantages, allowing it to consolidate market share amid industry restructuring [10][28] Group 3: Industry Trends and Challenges - The glyphosate industry is experiencing consolidation, with companies poised to capture market share from smaller players exiting the market due to increased competition and regulatory pressures [11][29] - Companies are focusing on technological advancements and product iterations to address challenges such as glyphosate resistance and to enhance their competitive edge [12][30] - The shift towards high-value formulations and domestic market focus is a common strategy among companies to mitigate the impact of the export tax rebate cancellation [13][34]
安道麦A(000553) - 北京市天元律师事务所关于安道麦股份有限公司2026年第一次股东会的法律意见
2026-01-13 12:45
北京市天元律师事务所 安道麦股份有限公司(以下简称"公司")2026年第一次临时股东会(以下简称 "本次股东会")采取现场投票与网络投票相结合的方式召开,其中现场会议于 2026 年 1 月 13 日在北京市朝阳区朝阳公园南路 10 号院 7 号楼 6 层召开。北京市天元 律师事务所(以下简称"本所")接受公司聘任,指派本所律师参加本次股东会现场 会议,并根据《中华人民共和国公司法》《中华人民共和国证券法》(以下简称"《证 券法》")、《上市公司股东会规则》(以下简称"《股东会规则》")以及《安道麦股 份有限公司章程》(以下简称"《公司章程》")等有关规定,就本次股东会的召集、 召开程序、召集人资格、会议表决程序及表决结果等事项出具本法律意见。 为出具本法律意见,本所律师审查了《安道麦股份有限公司第十届董事会第十 七次会议决议公告》《安道麦股份有限公司关于召开 2026年第一次临时股东会的通 知》(以下简称"《股东会通知》")以及本所律师认为必要的其他文件和资料,见证 了本次股东会的召开。 关于安道麦股份有限公司 2026 年第一次临时股东会的法律意见 京天股字(2026)第 018 号 致:安道麦股份有限公 ...
安道麦A(000553) - 2026年第一次临时股东会决议公告
2026-01-13 12:45
本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假 记载、误导性陈述或重大遗漏。 一、重要提示 二、会议召开情况 通过深圳证券交易所交易系统进行网络投票的具体时间为 2026 年 1 月 13 日上午 9:15-9:25 和 9:30-11:30,下午 13:00-15:00;通过深圳证券交易所互联网投票系统进 行网络投票的具体时间为:2026 年 1 月 13 日 9:15 至 15:00 期间的任意时间。 证券代码:000553(200553) 证券简称:安道麦A(B) 公告编号:2026-1号 安道麦股份有限公司 2026 年第一次临时股东会决议公告 1 1. 本次股东会未出现否决议案的情形; 2. 本次股东会未变更以往股东会通过的决议。 1. 现场会议召开时间:2026 年 1 月 13 日 14:30 开始 2. 召开地点:北京市朝阳区朝阳公园南路 10 号院 7 号楼 6 层 3. 召开方式:现场表决与网络投票相结合 4. 召集人:公司董事会 5. 主持人:覃衡德 6. 网络投票时间: 7. 会议的召集、召开符合《中华人民共和国公司法》(以下简称"《公司法》")、《深 圳证券交易所 ...
草甘膦概念下跌0.02%,主力资金净流出13股
Group 1 - The glyphosate concept index declined by 0.02%, ranking among the top declines in the concept sector, with companies like Hebang Biotechnology, Jiangshan Shares, and Xingfa Group experiencing significant drops [1] - Among the companies in the glyphosate sector, 9 stocks saw price increases, with notable gains from Nuo Shun (up 4.20%), Li Er Chemical (up 3.45%), and Jiang Tian Chemical (up 2.26%) [1][3] Group 2 - The glyphosate concept sector experienced a net outflow of 234 million yuan, with 13 stocks seeing net outflows, and 5 stocks exceeding 10 million yuan in outflows, led by Hebang Biotechnology with a net outflow of 134 million yuan [2] - Other companies with significant net outflows include Jiangshan Shares (57.89 million yuan), Hongtaiyang (29.72 million yuan), and Xin'an Shares (23.04 million yuan) [2] - Conversely, the companies with the highest net inflows included Li Er Chemical (40.21 million yuan), Nuo Shun (18.77 million yuan), and Zhongnong Lihua (3.39 million yuan) [2]
草甘膦概念下跌0.44%,6股主力资金净流出超千万元
Group 1 - The glyphosate concept sector declined by 0.44%, ranking among the top declines in the concept sector, with major declines seen in companies like Xin'an Chemical, Lier Chemical, and Jiangshan Chemical [1] - Among the companies in the glyphosate sector, eight stocks saw price increases, with Jiangtian Chemical, Taihe Co., and Nuofengxin leading the gains at 0.58%, 0.52%, and 0.46% respectively [1] - The main capital outflow from the glyphosate sector today was 146 million yuan, with 14 stocks experiencing net outflows, and six stocks seeing outflows exceeding 10 million yuan [1] Group 2 - Xin'an Chemical had the highest net capital outflow of 51.38 million yuan, followed by Nuofengxin, Xingfa Group, and Runfeng Co. with outflows of 19.73 million yuan, 14.59 million yuan, and 12.70 million yuan respectively [1] - The stocks with the highest net capital inflow included Yangnong Chemical and Ando Mai A, with inflows of 0.67 million yuan and 0.06 million yuan respectively [2] - The trading volume for Xin'an Chemical was 3.74%, while Lier Chemical had a turnover rate of 4.12% [1][2]
安道麦A:公司2024年在全球共取得190张新产品登记证
Zheng Quan Ri Bao Wang· 2026-01-06 11:42
Core Viewpoint - The company, Andermatt A (000553), is actively expanding its product registration and sales capabilities globally, with a significant focus on compliance with local regulations in various countries [1] Group 1: Product Portfolio - The company has a diverse product portfolio consisting of over 300 active ingredients and 1,580 formulated products and preparations [1] - The company is committed to obtaining registration certificates for its products in all countries where it plans to sell [1] Group 2: Global Registration Efforts - In 2024, the company aims to acquire 190 new product registration certificates globally [1] - The company has established local registration capabilities in over 80 countries and regions to support its sales efforts [1] Group 3: Domestic Market Focus - The "One Certificate, Same Standard" policy is a regulatory measure aimed at the domestic pesticide market in China [1] - In 2024, domestic sales will only account for 12% of the company's total global sales [1]
安道麦A:截至2025年12月31日公司A股股东人数为25836户
Zheng Quan Ri Bao Wang· 2026-01-06 11:09
Group 1 - The core point of the article is that the company, Andon Health A (000553), has disclosed that as of December 31, 2025, it is projected to have 25,836 A-share shareholders [1]
农化制品板块12月29日跌1.48%,润丰股份领跌,主力资金净流出6.37亿元
Market Overview - The agricultural chemical sector experienced a decline of 1.48% on December 29, with Runfeng Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3965.28, up 0.04%, while the Shenzhen Component Index closed at 13537.1, down 0.49% [1] Stock Performance - Notable gainers in the agricultural chemical sector included: - Beisimei (300796) with a closing price of 8.76, up 1.39% on a trading volume of 54,300 shares and a turnover of 47.32 million yuan [1] - Nongxin Technology (001231) at 22.72, up 1.38% with a trading volume of 25,600 shares and a turnover of 57.69 million yuan [1] - Baiao Chemical (603360) at 31.68, up 1.38% with a trading volume of 120,500 shares and a turnover of 381 million yuan [1] - Conversely, significant decliners included: - Runfeng Co., Ltd. (301035) at 66.10, down 5.58% with a trading volume of 34,100 shares and a turnover of 228 million yuan [2] - Yanhai Co., Ltd. (000792) at 27.69, down 4.48% with a trading volume of 1,063,600 shares and a turnover of 2.994 billion yuan [2] - Zhejiang Agricultural Co., Ltd. (002758) at 9.83, down 3.91% with a trading volume of 170,200 shares [2] Capital Flow - The agricultural chemical sector saw a net outflow of 637 million yuan from institutional investors, while retail investors contributed a net inflow of 407 million yuan [2] - Key stocks with notable capital flows included: - Yuntianhua (600096) with a net inflow of 12.8 million yuan from institutional investors [3] - Baiao Chemical (603360) with a net inflow of 18.96 million yuan from institutional investors [3] - Runfeng Co., Ltd. (301035) had a net outflow of 30.6 million yuan from institutional investors but a net inflow of 20.74 million yuan from retail investors [3]
安道麦A:12月22日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-12-22 12:21
Group 1 - Company Anheuser-Busch A (SZ 000553) announced that its 10th Board of Directors meeting will be held on December 22, 2025, to discuss the 2026 work plan [1] - For the first half of 2025, Anheuser-Busch A reported that its revenue composition is entirely from the manufacturing of chemical raw materials and chemical products, accounting for 100.0% [1] Group 2 - As of the latest report, Anheuser-Busch A has a market capitalization of 13.9 billion yuan [2] - The new energy heavy truck sector has seen a significant increase in sales, with November sales up 178% year-on-year, indicating a strong demand that has led to supply shortages [2]
安道麦A(000553) - 董事及高级管理人员离职管理制度
2025-12-22 12:16
安道麦股份有限公司 董事及高级管理人员离职管理制度 第一章 总则 第一条 为规范安道麦股份有限公司(以下简称"公司")董事及高级管理 人员的离职管理,保障公司治理结构的稳定性,维护公司及股东的合法权益, 根据《中华人民共和国公司法》(以下简称"《公司法》")等法律法规、规范性 文件和《安道麦股份有限公司章程》(以下简称"《公司章程》"),结合公司实 际情况,制订本制度。 第二条 本制度适用于公司全体董事、高级管理人员因任期届满未连任、 辞职、被解除职务或其他原因离职的情形。 第三条 公司董事、高级管理人员离职管理应遵循以下原则: (一)合法合规原则:严格遵守法律法规、监管规定及《公司章程》的要 求; (二)公开透明原则:及时、准确、完整地披露董事、高级管理人员离职 相关信息; (三)平稳过渡原则:确保董事、高级管理人员离职不影响公司正常经营 和治理结构的稳定性; (四)保护股东权益原则:维护公司及全体股东的合法权益。 第二章 离职情形与程序 第四条 公司董事可以在任期届满前提出辞任。董事辞任应当向公司提交 书面辞职报告,说明离任时间、拟离任的具体原因、离任的职务、离任后是否 继续在公司及其控股子公司任职(如继 ...