证券日报网讯易普力（002096）8月5日在互动平台回答投资者提问时表示，截至7月31日，公司在册股 东总户数为39，280户。 ...

金融界8月5日消息，有投资者在互动平台向易普力提问：请问公司最新股东人数是多少？ 公司回答表示：您好，截止到7月31日，公司在册股东总户数为39,280户。感谢您对公司的关注。 ...

Core Viewpoint - The company has established a 25,000-ton industrial explosives production capacity in Tibet, which is strategically aligned with local mineral resource development plans, safety and environmental requirements, and industry regulatory policies, rather than being restricted by regulations [1] Group 1 - The production capacity is specifically designated to serve the Jilong Copper Mine project, reflecting a precise allocation based on actual project needs [1] - The company is actively monitoring development opportunities in the Tibet region and has set up a branch in Linzhi and established a Tibet engineering company [1] - Future capacity allocation will rely on a nationwide dynamic capacity adjustment system, allowing for flexible responses to incremental demand through cross-regional scheduling [1]

Group 1 - The core viewpoint of the news is that Yipuli (002096) has shown a decline in stock price and a mixed performance in capital flow, despite reporting positive growth in revenue and net profit for the first quarter of 2025 [1][3] - As of August 1, 2025, Yipuli's stock closed at 13.89 yuan, down 0.71%, with a turnover rate of 1.97% and a trading volume of 137,900 hands, amounting to a transaction value of 193 million yuan [1] - The company's latest financial results for Q1 2025 indicate total revenue of 2.01 billion yuan, a year-on-year increase of 13.18%, and a net profit attributable to shareholders of 165 million yuan, up 22.54% year-on-year [1] Group 2 - Yipuli has a current liquidity ratio of 2.253, a quick ratio of 2.090, and a debt-to-asset ratio of 31.90%, indicating a strong financial position [1] - The company has made investments in 28 enterprises and participated in 137 bidding projects, showcasing its active engagement in the market [2] - Yipuli holds 19 trademark registrations and 67 patents, along with 6 administrative licenses, reflecting its commitment to innovation and compliance [2]

Core Viewpoint - Yipuli (002096) emphasizes the establishment of stable partnerships with multiple high-quality suppliers to enhance supply chain capabilities and ensure efficient production and service integration [1] Group 1 - The company has deepened upstream and downstream collaboration and leveraged centralized procurement advantages to strengthen supply chain stability [1] - Future strategies will focus on technological innovation and supply chain optimization to enhance product and service competitiveness [1] - The company aims to provide reliable support for various engineering projects through these initiatives [1]

证券日报网讯易普力（002096）7月31日在互动平台回答投资者提问时表示，公司始终高度重视电子雷 管在各类复杂环境下的应用需求，在核心控制模块选型上，已建立起严格的供应商筛选与合作机制，确 保相关产品能够满足高海拔、高寒等复杂地质条件下的项目要求。未来公司将持续优化供应链体系，与 优质合作伙伴共同提升产品竞争力，更好服务于各类工程项目需求。 ...

Core Viewpoint - The company emphasizes its commitment to meeting the demands of electronic detonators in complex environments, particularly in high-altitude and cold geological conditions, by establishing a rigorous supplier selection and cooperation mechanism [1] Group 1 - The company has industry-leading capacity and technical strength in electronic detonators [1] - The company is focused on optimizing its supply chain system to enhance product competitiveness in various engineering project requirements [1] - The company has already established stable cooperation with domestic enterprises capable of adapting to extreme environments for core control module selection [1]

Investment Rating - The report maintains a positive outlook on the pesticide industry, suggesting a "Buy" rating for key companies such as Yangnong Chemical, Lier Chemical, and Runfeng Shares [3][20]. Core Insights - The pesticide industry is experiencing a recovery due to the "Zhengfeng Zhijuan" initiative aimed at regulating the market, which has led to price increases for key products like fluorocarbon herbicides [3][4]. - The report highlights the impact of maintenance shutdowns at major production facilities, such as Wanhua's Hungarian plant, which may lead to supply shortages and price increases in the TDI market [3][4]. - The report emphasizes the potential for improved industry dynamics through the elimination of outdated production capacity, as indicated by government initiatives targeting key sectors [3][4]. Summary by Sections Industry Dynamics - Current macroeconomic conditions indicate a stable global GDP growth of 2.8%, with oil demand expected to rise despite some slowdown due to tariffs [4]. - The report notes that coal prices are expected to decline in the medium to long term, alleviating pressure on downstream industries [4]. Chemical Prices - Recent price movements include a 15% increase in the price of Lier Chemical's fluorocarbon herbicide and a similar rise for Zhongqi Shares [3][11]. - The report mentions that the price of TDI is expected to rise due to low global inventory levels and potential supply disruptions from maintenance activities [3][4]. Investment Recommendations - The report suggests focusing on traditional cyclical stocks and specific sectors such as coal chemical, real estate chain, and agricultural chemicals, highlighting companies like Wanhua Chemical and Hualu Hengsheng [3][20]. - Growth stocks with recovery potential are identified, including semiconductor materials and OLED panel materials, with specific companies recommended for investment [3][20].

Group 1 - The civil explosives sector experienced a decline of 0.56%, ranking among the top losers in the concept sector as of July 24 [1][2] - Among the companies in the civil explosives sector, Huazhong Chemical, Jiangnan Chemical, and Yipuli saw significant declines, while Gaozheng Civil Explosives, Poly United, and Huaibei Mining had notable increases of 10.01%, 10.00%, and 2.64% respectively [1][2] - The civil explosives sector faced a net outflow of 2.209 billion yuan, with 16 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 50 million yuan [2][3] Group 2 - The top net outflow stock was Gaozheng Civil Explosives, with a net outflow of 1.230 billion yuan, followed by Yahua Group, Yipuli, and Huazhong Chemical with net outflows of 382 million yuan, 182 million yuan, and 180 million yuan respectively [2][3] - The stocks with the highest net inflows included Lixin Micro, Tongde Chemical, and Jiangnan Chemical, with net inflows of 42.699 million yuan, 26.662 million yuan, and 23.071 million yuan respectively [2][3] - The civil explosives sector's trading activity showed that Gaozheng Civil Explosives had a trading rate of 21.74% despite a price increase of 10.01% [2][3]

Group 1 - The company's stock price has experienced an abnormal fluctuation, with a cumulative increase exceeding 20% [1] - The board of directors has verified that there are no undisclosed significant information affecting the stock price [1][3] - The company confirms that there are no matters that should be disclosed according to the Shenzhen Stock Exchange regulations that have not been disclosed [1]