证券之星消息，8月28日苹果期货板块较上一交易日下跌0.41%，长城电工领跌。当日上证指数报收于 3843.6，上涨1.14%。深证成指报收于12571.37，上涨2.25%。苹果期货板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 605198 | 安德利 | 50.85 | 1.34% | 1.67万 | 8363.31万 | | 000902 | 新洋丰 | 14.83 | 0.27% | 16.18万 | 2.39 Z | | 600962 | 国投中鲁 | 23.07 | 0.13% | 10.06万 | 2.32亿 | | 300175 | ST朗源 | 5.81 | 0.00% | 9.36万 | 5408.02万 | | 603336 | 宏辉果蔬 | 8.77 | -3.63% | 33.92万 | 2.93亿 | | 600192 ...

2020-2025年上半年中国磷矿石(折含五氧化二磷30％)产量统计图 数据来源：国家统计局，智研咨询整理 相关报告：智研咨询发布的《2025-2031年中国磷矿石行业市场竞争策略及未来发展潜力报告》 根据国家统计局数据显示：2025年6月中国磷矿石(折含五氧化二磷30％)产量为1221万吨，同比增长 21.3%；2025年1-6月中国磷矿石(折含五氧化二磷30％)累计产量为5854.4万吨，累计增长15%。 上市企业：兴发集团（600141）,湖北宜化（000422）,云天化（600096）,川发龙蟒（002312）,新洋丰 （000902）,云图控股（002539） 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

从资金流向上来看，当日苹果期货板块主力资金净流出1.01亿元，游资资金净流入3069.82万元，散户资 金净流入7033.77万元。苹果期货板块个股资金流向见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300175 | ST朗源 | -129.60万 | -3.19% | 59.05万 | 1.45% | 70.55万 | 1.74% | | 600962 国投中鲁 | | -406.56万 | -1.41% | -271.63万 | -0.94% | 678.19万 | 2.35% | | 600192 长城电工 | | -848.61万 | -3.53% | -186.91万 | -0.78% | 1035.52万 | 4.31% | | 605198 | 安德利 | -885.20万 | -7.88% | -460.41万 | -4.10% | 1345.62万 | 11.99% | | 000 ...

强国必先强农，农强方能国强。今年中央一号文件对"三农"工作进行了系统部署，4月又重磅发布了《加快建设农业强国规划（2024—2035）》。在"端牢中 国饭碗""农业强国建设"的时代背景下，农业发展被提升至前所未有的高度。化肥，作为粮食的"粮食"，其品质与供应直接关乎粮食产量与质量，化肥企业 也因此肩负起了更为重要的使命。总部位于湖北荆门的新洋丰（000902）农业科技股份有限公司，多年来在肥料研发、生产、推广中创新实践，走出了一条 国产肥料自强之路，成为农业强国建设中的"肥料范本"。 "我们致力于为研发团队创造更优越、更前沿的科研环境，期望他们能在此心无旁骛，专注于前沿科技的研发与高效转化。"新洋丰执行总裁杨磊的话语中， 满是对创新人才的珍视与对科技创新的期许。 早在2010年，当行业还普遍受困于传统肥料的路径依赖时，新洋丰便以敏锐的洞察力捕捉到科技创新的时代浪潮，开启了对新型肥料的探索与研发，在荆门 总部成立研发中心，并布局了1万平方米的中试车间和田间试验基地。 "当时我们已深刻意识到，传统肥料已难以承载现代农业发展的重托，国产肥料必须向'高效、专用、环保、功能化'方向加速转型，走'作物专用'路线。这要 求 ...

Core Insights - New Yangfeng Agricultural Technology Co., Ltd. reported a revenue of 9.398 billion yuan for the first half of 2025, marking an 11.63% year-on-year increase, and a net profit of 951 million yuan, up 28.98% year-on-year, despite challenging market conditions in the agricultural input sector [1] - The company has transitioned from a supply-demand imbalance to a surplus in the agricultural input market, maintaining steady growth as a leading player in China's phosphate and compound fertilizer industry [1] Group 1: Innovation and Product Development - New Yangfeng is focusing on the emerging "agricultural input retail" model, which integrates various agricultural products to meet farmers' demand for quality and cost-effective solutions [1][2] - The company has developed a series of innovative fertilizers using its proprietary DCR dual-control technology, enhancing nutrient absorption and reducing nutrient loss, which has received positive feedback from farmers [2] - Collaborations with research institutions have led to the creation of specialized fertilizers that improve crop yield and quality while addressing safety concerns, resulting in high demand from both farmers and distributors [2] Group 2: Customized Solutions and Services - New Yangfeng customizes nutrition plans for different crops, addressing specific planting challenges with targeted solutions [3] - The company invests over 40 million yuan annually to maintain a professional agricultural service team, enhancing service delivery from distributors to end-users [3] - In 2024, New Yangfeng conducted over 11,000 technical training sessions, reaching 61,000 participants, and established numerous demonstration fields to promote effective agricultural practices [3] Group 3: Digital Transformation and Efficiency - The company's digital transformation platform supports precise production and service delivery, ensuring consistent quality in fertilizer production [4] - New Yangfeng has developed a satellite remote sensing service app that integrates agricultural big data and AI, providing real-time crop monitoring and decision-making support for farmers [5] - Demonstration projects in Shandong Province have shown significant yield increases of 16% to 18% through the application of smart agricultural decision systems, contributing to national food production goals [5]

Investment Rating - Industry rating: Outperform the market (maintained rating) [9] Core Insights - The pet industry is experiencing significant growth, with the Asia Pet Expo showcasing over 2,600 exhibitors and 20,000 brands, indicating a thriving market driven by globalization and innovation [2][13] - China's pet food exports have shown continuous growth, with 201,000 tons exported from January to July 2025, reflecting a year-on-year increase of 6.64% [14] - The pig farming sector is facing challenges, with the average pig price at 13.82 yuan/kg, a decrease of 3.63% from the previous week, and the average weight of pigs reaching a historical high [15][16] - The dairy sector is poised for a recovery, with the original milk price expected to rebound as production capacity decreases after a prolonged period of losses [17][18] - The poultry sector is focusing on breeding gaps, with a significant decline in the import of breeding chickens due to avian influenza concerns, which may impact future supply [19][20] - The planting sector emphasizes food security and the importance of biotechnology, with a focus on high-yield and resilient crop varieties [25] - The feed sector is recommended for investment, particularly in companies like Haida Group, which is expected to benefit from market recovery and increased market share [26] Summary by Sections Pet Sector - The Asia Pet Expo has reached a record scale of 310,000 square meters, highlighting the industry's vitality and innovation potential [2][13] - Pet food exports from China have increased, with a total of 201,000 tons exported in the first seven months of 2025, showing a year-on-year growth of 6.64% [14] - Recommended companies include pet food brands like Guibao Pet, Zhongchong Co., and Petty Co. [14] Pig Sector - The average pig price is currently at 13.82 yuan/kg, with a year-to-date low in profitability for pig farming [15][16] - The average weight of pigs is at a historical high, indicating supply pressures [15] - Recommended companies include leading pig farming firms such as Wens Foodstuffs Group and Muyuan Foods [16] Dairy Sector - Yuran Dairy reported stable performance with a revenue of 10.3 billion yuan, showing a year-on-year growth of 2.3% [17] - The dairy industry is expected to see a recovery as production capacity decreases [18] - Recommended companies include Yuran Dairy and China Shengmu Organic Milk [18] Poultry Sector - The poultry sector is facing challenges with breeding imports, particularly for white chickens, due to avian influenza [19][20] - Recommended companies include Shennong Development and Yisheng Livestock [20] Planting Sector - The focus is on food security and biotechnology, with an emphasis on high-yield and resilient crop varieties [25] - Recommended companies include Longping High-Tech and Dabeinong Technology Group [25] Feed Sector - Haida Group is highlighted as a key investment opportunity due to its increasing market share and performance [26] - The animal health sector is also recommended, particularly companies like Kexin Biological [27]

事件：新洋丰发布2025年半年报，2025年上半年公司实现营业收入93.98亿元，同比增长11.63%，实现 归母净利润9.51 亿元，同比增长28.98%；2025年二季度实现营业收入47.3 亿元，同比减少6.97%，环比 增长1.32%，实现归母净利润4.37 亿元，同比增长10.96%，环比减少15.1%。 复合肥价格平稳，毛利率同比修复。公司具有各类高浓度磷复肥产能1028 万吨/年，并建有12 个生产基 地，复合肥产销量连续多年高居全国第一，磷酸一铵产销量连续多年位居全国前三。2025 年上半年复 合肥(45%S(15-15-15))（湖北洋丰）均价为3002.20 元/吨，较2024 年上半年微增；2025Q2 复合肥均价为 3057.05 元/吨，环比增长3.72%，复合肥价格整体较为平稳。 风险提示：复合肥采购不及预期的风险；原材料成本上涨风险；极端天气风险。 经济作物需求良好，新型肥料前景广阔。2025 年上半年常规复合肥主营收入38.26 亿，占比 41%；新型 复合肥主营收入28.5 亿，占比 30%；磷肥主营收入23.11 亿，占比 25%。公司不断加强新型肥料的研 发，新型肥料占比 ...

（文章来源：每日经济新闻） 西南证券8月21日发布研报称，给予新洋丰（000902.SZ，最新价：15.21元）买入评级。评级理由主要 包括：1）复合肥价格平稳，毛利率同比修复；2）经济作物需求良好，新型肥料前景广阔；3）深化产 业链垂直一体化，成本优势显著。风险提示：复合肥采购不及预期的风险；原材料成本上涨风险；极端 天气风险。 ...

证券之星消息，8月21日农化制品板块较上一交易日上涨1.36%，美邦股份领涨。当日上证指数报收于 3771.1，上涨0.13%。深证成指报收于11919.76，下跌0.06%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 605033 | 美邦股份 | 23.77 | 10.00% | 12.29万 | | 2.83亿 | | 603395 | 红四方 | 36.46 | 6.36% | 15.61万 | | 5.59亿 | | 000902 | 新洋丰 | 15.21 | 6.29% | 68.42万 | | 10.35 亿 | | 002588 | 史丹利 | 10.15 | 5.40% | - 26.55万 | | 2.65亿 | | 600486 | 扬农化工 | 66.89 | 5.33% | 7.82万 | | 5.33亿 | | 002250 | 联化科技 | 10.83 | 4.13% | 115.53万 | | 12.41亿 | ...

化工板块上攻，中核钛白（维权）涨停，新洋丰、博源化工、鲁西化工、扬农化工、亚钾国际、万华化学涨超4%。 化工行业ETF、化工龙头ETF、化工ETF、石化ETF、化工50ETF上涨。 | 代码 | 名称 | 跟踪指数 | 当天涨跌幅 | 本月涨跌幅 | 管理公司 | | --- | --- | --- | --- | --- | --- | | 516570.SH | 化工行业ETF | 石化产业 | 1.62% | 8.64% | 易方达基金 | | 516220.SH | 化工龙头ETF | 细分化工 | 1.40% | 13.68% | 国泰基金 | | 516020.SH | 化工ETF | 细分化工 | 1.31% | 14.66% | 华宝基金 | | 159731.SZ | 石化ETF | 石化产业 | 1.21% | 8.18% | キ夏基金 | | 516120.SH | 化工50ETF | 细分化工 | 1.14% | 14.75% | 富国基金 | | 159870.SZ | 化工ETF | 细分化工 | 1.23% | 13.67% | 鹏华基金 | 银河证券研报称，供给端，近几年化工行 ...