改革开放40多年来，我国化肥使用量从1978年的884万吨提高到2024年的4988万吨，对粮食等主要农产品的增产起到极其重要的作用。然而使用化肥带来的 问题也不容忽视，未被作物利用的化肥流失进入土壤、水体和大气环境中，不仅造成了巨大的资源浪费，还带来了土壤酸化和水体富营养化等生态问题。 为破解这一困境，国家近年来密集出台政策，推动农业生产走上绿色转型之路。2015年启动《到2020年化肥使用零增长行动方案》，明确提出控制总量； 2022年，农业农村部发布《到2025年化肥减量化行动方案》，提出"科学施肥，多元替代"的基本原则，即科学施用有机肥，推广应用新型肥料，减少化肥用 量；2024年底，农业农村部发布《关于加快农业发展全面绿色转型促进乡村生态振兴的指导意见》，推进化肥控量增效。 在政策持续引导和科技进步的共同作用下，从2015年起，全国化肥用量逐年回落，到2024年，我国水稻、小麦、玉米三大主要粮食作物化肥利用率已提升至 42.6%。这些成果昭示一个清晰方向：我国农业正从"高投入、高消耗"模式向"科学施肥、高效绿色"转型。 世界肥料日的意义就在于提醒人们重新审视肥料的价值。新洋丰正是政策导向下率先行动的 ...

当"双碳"目标的时代强音席卷华夏时，作为国民经济血脉的石油和化工行业，正站在一场深刻变革的历 史关口。这并不是国际社会约束下的被动调整，而是关乎未来生存与竞争力的主动抉择。在转型升级的 道路上，化工企业可通过"三小步"迈向"大减碳"。 第二步，从产品研发入手，借助科创力量研发绿色产品。近年来，新洋丰在土壤环境修复与改善、绿色 稳定性肥料研发等方面持续发力。针对施肥和耕作方式不合理而导致的土壤污染、酸化、盐渍化、营养 失衡等问题，新洋丰相继推出平衡土壤酸碱度的中性肥料，含有大量有益生物菌的生物肥料，减肥增 产、提高化肥利用率的缓控释肥料等；与中国农业科学院油料作物研究所李培武院士团队合作，将 ARC生物耦合技术运用于作物专用肥中，从源头阻控油料作物中长期存在的黄曲霉毒素污染，实现花 生、大豆等油料作物较大幅度增产增收。 第三步，从循环利用入手，延伸产业链，将废弃资源"吃干榨净"。化工生产过程中的副产物无害化处理 一直是令诸多企业"头疼"的难题。2018年以来，新洋丰携手多家科研院校，围绕副产物磷石膏的源头减 量、过程净化及终端应用全链条展开系统研究，将其应用于水泥缓凝剂、建筑墙体材料、路基填料及盐 碱土壤改良剂 ...

10月10日，新洋丰盘中上涨2.03%，截至09:52，报14.58元/股，成交6767.04万元，换手率0.41%，总市 值182.94亿元。 资金流向方面，主力资金净流入103.07万元，特大单买入668.79万元，占比9.88%，卖出280.11万元，占 比4.14%；大单买入1090.69万元，占比16.12%，卖出1376.30万元，占比20.34%。 新洋丰今年以来股价涨14.44%，近5个交易日涨7.76%，近20日涨1.67%，近60日涨4.29%。 资料显示，新洋丰农业科技股份有限公司位于湖北省荆门市月亮湖北路附7号，成立日期1986年10月20 日，上市日期1999年4月8日，公司主营业务涉及磷复肥、磷酸铁、磷石膏产品的研发、生产和销售,以 及现代农业产业解决方案提供业务。主营业务收入构成为：常规复合肥40.71%，新型复合肥30.32%， 磷肥24.59%，其他业务2.37%，精细化工2.01%。 新洋丰所属申万行业为：基础化工-农化制品-复合肥。所属概念板块包括：低市盈率、乡村振兴、化 肥、生态农业、社保重仓等。 截至6月30日，新洋丰股东户数2.91万，较上期减少1.11%；人均流通 ...

| 证券代码：000902 | 证券简称：新洋丰 | 编号：2025-049 | | --- | --- | --- | | 债券代码：127031 | 债券简称：洋丰转债 | | 新洋丰农业科技股份有限公司 2025 年第三季度可转换公司债券转股情况公告 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、 误导性陈述或者重大遗漏。 特别提示： | | | 根据《深圳证券交易所股票上市规则》、《深圳证券交易所上市公司自律监管指引 第15号——可转换公司债券》等有关规定，新洋丰农业科技股份有限公司（以下简称"公 司"）现将2025年第三季度可转换公司债券（以下简称"可转债"）转股及公司股份变 动情况公告如下： 一、可转债发行上市概况 （一）可转债发行情况 经中国证券监督管理委员会"证监许可[2021]20号"文核准，新洋丰农业科技股份 有限公司（以下简称"公司"）于2021年3月25日公开发行了10,000,000张可转换公司 债券，每张面值100元，发行总额10.00亿元，扣除各项不含税发行费用后的实际募集资 金净额为人民币991,216,981.13元。本次公开发行的可转债向公司在股权 ...

10月9日，新洋丰盘中上涨2.00%，截至14:09，报14.25元/股，成交1.33亿元，换手率0.83%，总市值 178.80亿元。 资金流向方面，主力资金净流入988.33万元，特大单买入732.00万元，占比5.52%，卖出281.05万元，占 比2.12%；大单买入2923.61万元，占比22.03%，卖出2386.24万元，占比17.98%。 新洋丰今年以来股价涨11.85%，近5个交易日涨4.70%，近20日涨0.49%，近60日涨2.44%。 资料显示，新洋丰农业科技股份有限公司位于湖北省荆门市月亮湖北路附7号，成立日期1986年10月20 日，上市日期1999年4月8日，公司主营业务涉及磷复肥、磷酸铁、磷石膏产品的研发、生产和销售,以 及现代农业产业解决方案提供业务。主营业务收入构成为：常规复合肥40.71%，新型复合肥30.32%， 磷肥24.59%，其他业务2.37%，精细化工2.01%。 新洋丰所属申万行业为：基础化工-农化制品-复合肥。所属概念板块包括：低市盈率、乡村振兴、化 肥、生态农业、社保重仓等。 截至6月30日，新洋丰股东户数2.91万，较上期减少1.11%；人均流通股392 ...

中化新网讯 9月26日，湖北省工商业联合会(总商会)十三届八次常委会议在孝感举行。会上发布了2025 年湖北民营企业、制造业100强榜单，一批化工企业榜上有名。 此次上榜湖北民营企业100强的化工企业有金澳科技(湖北)化工有限公司、湖北三宁化工股份有限公 司、新洋丰农业科技股份有限公司、华强化工集团股份有限公司、湖北鄂中生态工程股份有限公司、应 城市新都化工有限责任公司、湖北祥云(集团)化工股份有限公司、嘉施利(荆州)化肥有限公司、湖北振 华化学股份有限公司。 上榜2025年湖北民营企业制造业100强的化工企业包括金澳科技、三宁化工、新洋丰、华强化工、鄂中 生态、新都化工、祥云股份、嘉施利(荆州)化肥、振华化学、湖北回天新材料股份有限公司、龙佰襄阳 钛业有限公司、荆门新洋丰中磷肥业有限公司、云图新能源材料(荆州)有限公司、武汉金发科技有限公 司、武汉有机实业有限公司、宜昌鄂中生态工程有限公司、湖北玲珑轮胎有限公司、嘉施利(应城)化肥 有限公司。 据悉，这是湖北省连续15年发布民营企业100强榜单。2025年，湖北民营企业100强入围门槛为营业收入 40.3亿元。 ...

Group 1 - The core viewpoint indicates that the chemical industry is experiencing mixed performance, with some products seeing price increases while others decline, influenced by external factors such as the Federal Reserve's interest rate cuts and geopolitical tensions [1][2] - Key products with significant price increases this week include synthetic ammonia (up 8.58%), lithium battery electrolyte (up 5.71%), and aniline (up 3.90%), while natural gas saw a notable decline of 7.90% [1][2] - The overall chemical industry remains weak, with varying performance across sub-sectors, largely due to past capacity expansions and weak demand, although some sectors like lubricants are performing better than expected [2] Group 2 - Investment opportunities are suggested in areas such as glyphosate, fertilizers, import substitution, domestic demand, and high-dividend assets [2] - Specific recommendations include focusing on the glyphosate sector, which is showing signs of recovery, and selecting companies with strong competitive positions and growth potential, such as Ruifeng New Materials and Baofeng Energy [2] - The report emphasizes the importance of domestic demand in the chemical industry, particularly for nitrogen and phosphate fertilizers, with companies like Hualu Hengsheng and China Heartlink Fertilizer being highlighted for their robust market positions [2]

Investment Rating - The report maintains a recommendation for investment in sectors focusing on domestic demand, high dividends, and import substitution [1][5][6] Core Viewpoints - The report highlights that the chemical industry is currently experiencing a mixed performance, with some products like synthetic ammonia and lithium battery electrolytes seeing price increases, while others like natural gas and sulfuric acid are declining [6][20] - The report suggests that the international oil price is expected to stabilize between $65 and $70 per barrel, influenced by geopolitical uncertainties and economic conditions [5][21] - The report emphasizes the importance of focusing on high-dividend stocks such as Sinopec, PetroChina, and CNOOC due to their asset quality and dividend yield [5][20] Summary by Sections Market Performance - The chemical industry has shown varied performance over the past month, with a 0.3% increase in the basic chemical sector compared to a 2.7% increase in the CSI 300 index [1] - Key products that saw price increases include synthetic ammonia (up 8.58%) and lithium battery electrolytes (up 5.71%), while natural gas saw a significant decline of 7.90% [6][20] Investment Suggestions - The report recommends focusing on sectors that are likely to enter a growth cycle, such as glyphosate, and emphasizes the importance of selecting stocks with strong competitive positions and growth potential [7][20] - Specific companies recommended include Jiangshan Chemical, Xingfa Group, and Yangnong Chemical, which are expected to benefit from the recovery in the glyphosate sector [7][20] - The report also highlights the resilience of domestic chemical fertilizer and pesticide sectors, suggesting companies like Hualu Hengsheng and Xin Yangfeng as potential investment opportunities [20] Price Trends - The report notes that while some chemical products are rebounding in price, the overall industry remains under pressure due to past capacity expansions and weak demand [6][20] - The report indicates that the PTA market is experiencing downward pressure, with prices declining due to weak demand from downstream polyester sectors [33][34] Key Companies and Earnings Forecast - The report lists several companies with strong earnings forecasts and investment ratings, including Xin Yangfeng, Senqilin, and Ruifeng New Materials, all rated as "Buy" [9][10][20]

Investment Rating - The report maintains a "Positive" rating for the chemical industry [5][6][20] Core Insights - The petrochemical industry is expected to see stable growth due to the introduction of policies aimed at enhancing industry health and eliminating outdated capacity [5][6] - The demand for viscose filament is anticipated to tighten, leading to an upward trend in prices, while the grass herbicide market is expected to optimize its structure [5][6] - The global GDP growth is projected to remain at 2.8%, with stable oil demand despite some slowdown due to tariff policies [5][6] Industry Dynamics - Oil supply is expected to increase significantly, driven by non-OPEC production, while demand remains stable [5][6] - The coal market is anticipated to experience long-term price stabilization, with easing pressures on downstream sectors [5][6] - Natural gas exports from the U.S. are likely to accelerate, potentially lowering import costs [5][6] Chemical Sector Analysis - The report highlights that the viscose filament industry will see a supply-demand tightening, with a projected increase in operating rates from 84% to over 95% [5][6] - The grass herbicide market is set to address issues of low pricing and quality through upcoming industry meetings aimed at regulating competition [5][6] Investment Recommendations - The report suggests focusing on sectors benefiting from the "anti-involution" policy, including textiles, agriculture, and export-related chemicals [5][6] - Specific companies to watch include Xinxiang Chemical Fiber, Jilin Chemical Fiber, and Lier Chemical, which are expected to benefit from market dynamics [5][6][20] Key Company Valuations - The report provides a valuation table for key companies, indicating various ratings such as "Buy" and "Increase" for companies like Hailir Chemical, Yunnan Chemical, and Wanhu Chemical [20]

Group 1 - The soybean concept sector increased by 1.02%, ranking first among concept sectors, with nine stocks rising, including Qianyuan High-Tech, Xinyangfeng, and Jiahua Co., which rose by 3.82%, 3.70%, and 2.86% respectively [1][2] - The leading stocks in terms of net inflow of main funds were Qianyuan High-Tech with a net inflow of 15.22 million yuan, followed by Xianda Co., Suobao Protein, and Ruimaotong with net inflows of 6.20 million yuan, 3.26 million yuan, and 2.46 million yuan respectively [2][3] - The net inflow ratios for Qianyuan High-Tech, Xianda Co., and Ruimaotong were 7.86%, 6.20%, and 4.99% respectively, indicating strong interest from main funds [3] Group 2 - The overall fund flow for the soybean concept sector showed a net outflow of 4.3 million yuan today, despite some individual stocks experiencing net inflows [2][3] - Stocks such as Wuchan Zhongda, Beidahuang, and Dabeinong experienced declines of 0.52%, 0.35%, and 0.24% respectively, indicating some weakness in the sector [1][4] - The trading volume and turnover rates varied among the stocks, with Qianyuan High-Tech showing a turnover rate of 2.34% and a decline of 0.87%, while Xinyangfeng had a turnover rate of 2.32% with a rise of 3.70% [3][4]