深圳市芭田生态工程股份有限公司投资者关系活动记录表 证券代码：002170 证券简称： 芭田股份 深圳市芭田生态工程股份有限公司投资者关系活动记录表 编号：2025-05 深圳市芭田生态工程股份有限公司投资者关系活动记录表 | 答：您好，公司未来不排除会拓展电子级磷产品，谢谢。 | | --- | | 14、公司制定 年股票期权与限制性股票激励计划及配套 2025 | | 考核管理办法第二个考核期：2026 年净利润不低于 15 亿元， | | 这个公司会全力完成吗？ | | 答：公司会努力完成经营目标，最终完成情况需要以审计报告 | | 为准。 | | 15、公司新能源销售情况？ | | 答：您好，具体情况请以定期报告为准。 | | 万吨磷矿安全许可的审批进展如何？今年能获 16、贵公司 290 | | 批吗。贵公司磷酸铁项目，目前达产了吗？预计何时能达产？ | | 今年项目能否盈利？ | | 答：您好，公司小高寨磷矿二期项目正在审批当中，如批复公 | | 司将及时公告。 | | 17、请问公司在新能源电池材料上会加大投入吗？ | | 答：公司看好新能源材料这部分业务的未来发展。 | | 18、新能源公司除 ...

（文章来源：证券日报） 证券日报网讯 11月17日晚间，芭田股份发布公告称，公司将参加由深圳证监局和中证中小投资者服务 中心指导、深圳上市公司协会与深圳市全景网络有限公司联合举办的"2025年度深圳辖区上市公司投资 者网上集体接待日活动"，活动时间为2025年11月20日（周四）14：30-17：00。 ...

关于参加 2025 年度深圳辖区上市公司投资者网上集体接待日活动的公告 为进一步加强与投资者的互动交流，深圳市芭田生态工程股份有限公司（以下简 称"公司"）将参加由深圳证监局和中证中小投资者服务中心指导、深圳上市公司协 会与深圳市全景网络有限公司联合举办的"2025 年度深圳辖区上市公司投资者网上集 体接待日活动"，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （http://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP，参与本次 互动交流，活动时间为 2025 年 11 月 20 日（周四）14:30-17:00。届时公司高管将在线 就公司业绩、公司治理、发展战略、经营状况、融资计划、股权激励和可持续发展等 投资者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 特此公告！ 深圳市芭田生态工程股份有限公司董事会 2025 年 11 月 17 日 证券代码:002170 证券简称:芭田股份 公告编号:25-88 深圳市芭田生态工程股份有限公司 关于参加 2025 年度深圳辖区上市公司投资者 网上集体接待日活动的公告 公司及董事 ...

Investment Rating - The report maintains a "Positive" investment rating for the basic chemical industry, particularly focusing on the phosphate sector due to the anticipated growth in energy storage demand [5]. Core Viewpoints - The report highlights the potential for an upward adjustment in the phosphate industry chain's prosperity expectations, driven by rapid growth in energy storage demand [2][3]. - The phosphate rock segment is identified as having the strongest supply rigidity, making it a key focus for investment opportunities [3][46]. - The report emphasizes that the demand for phosphate rock is expected to increase significantly due to the growth of energy storage applications, particularly lithium iron phosphate batteries [8][12]. Summary by Sections 1. Energy Storage Demand Impact - The growth in energy storage is expected to enhance the demand for phosphate, with global energy storage battery shipments projected to exceed 500 GWh in 2025, a year-on-year increase of approximately 60% [8][12]. - It is estimated that the demand for lithium iron phosphate will lead to a requirement of about 1.2 million tons of lithium iron phosphate and approximately 4.4 million tons of phosphate rock in 2025 [15][39]. 2. Supply Side Dynamics - Concerns about a potential collapse in phosphate market prices due to new supply releases are addressed, with the report suggesting that the supply-demand balance will remain tight in the coming years [17][37]. - The report notes that the pricing power of phosphate rock suppliers is increasing, supported by steady demand from traditional agricultural needs and the rapid growth of new energy materials [25][37]. 3. Investment Recommendations - The report recommends focusing on companies with significant phosphate rock production capacity, such as Xin Yang Feng, Yun Tu Holdings, and Xing Fa Group, which also have lithium iron phosphate production capabilities [3][46]. - It also highlights potential recovery opportunities in the lithium iron phosphate segment due to mismatches between demand growth and supply expansion [3][46].

Core Insights - The agricultural chemical sector experienced a decline of 0.94% on November 12, with Chengxing Co. leading the drop [1] - The Shanghai Composite Index closed at 4000.14, down 0.07%, while the Shenzhen Component Index closed at 13240.62, down 0.36% [1] Stock Performance Summary - Baiao Chemical (603360) saw a closing price of 34.59, with an increase of 4.22% and a trading volume of 182,100 shares, totaling a transaction value of 613 million yuan [1] - Chengxing Co. (600078) reported a significant decline of 10.00%, closing at 12.06 with a trading volume of 807,000 shares and a transaction value of 979 million yuan [2] - The overall agricultural chemical sector had a net outflow of 1.573 billion yuan from major funds, while retail investors contributed a net inflow of 1.245 billion yuan [2][3] Fund Flow Analysis - Major funds showed a net inflow of 34.63 million yuan into Luohua Technology (600691), while retail investors had a net outflow of 28.86 million yuan [3] - Li Min Co. (002734) experienced a net inflow of 26.16 million yuan from major funds, but a net outflow of 34.85 million yuan from retail investors [3] - Baiao Chemical (603360) had a net inflow of 11.19 million yuan from major funds, with retail investors showing a net outflow of 8.34 million yuan [3]

Core Viewpoint - Batian Co., Ltd. announced that its stock price has deviated significantly, with a cumulative increase of over 20% in the last three trading days, indicating abnormal trading fluctuations [1] Company Information - The company conducted a self-examination and confirmed that there are no corrections or supplements to previously disclosed information [1] - Recent production and operations are reported to be normal, with no significant changes in the internal or external operating environment [1] - The controlling shareholder and actual controller do not have any undisclosed significant matters that should be disclosed [1] - The company asserts that it is not in violation of fair information disclosure regulations [1]

本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 深圳市芭田生态工程股份有限公司（以下简称"公司"）股票（证券代码：002170， 证券简称：芭田股份）交易价格连续 3 个交易日内（2025 年 11 月 5 日、2025 年 11 月 6 日、2025 年 11 月 7 日）收盘价格涨幅偏离值累计超过 20%。根据《深圳证券交易所 股票交易规则》相关规定，属于股票交易异常波动的情况。 深圳市芭田生态工程股份有限公司关于股票交易异常波动的公告 证券代码:002170 证券简称:芭田股份 公告编号:25-87 深圳市芭田生态工程股份有限公司 关于股票交易异常波动的公告 二、公司关注并核实相关情况 针对公司股票异常波动，公司进行了自查，并对相关事项进行了核查，现将有关 情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司未发现近期公共媒体报道了可能或已经对公司股票交易价格产生较大影响 的未公开重大信息。 3、近期公司生产经营情况正常，公司经营情况及内外部经营环境未发生重大变化。 4、公司、控股股东和实际控制人不存 ...

Core Viewpoint - The phosphorus chemical sector has shown strong performance, with a significant increase in stock prices and positive market indicators, suggesting a favorable investment environment in this industry [1][3][4]. Market Performance - As of November 7, the phosphorus chemical sector has risen over 49.41% this year, with six stocks doubling in value, including Tianji Co., which increased by over 312% [3]. - The yellow phosphorus index rose by 4% on November 4, with a cumulative increase of over 7% in the past two weeks [3]. Price Trends - The average price of thionyl chloride has surged by 8.61% to 1552 CNY/ton, with a total increase of 19.38% since August [3]. - The price of 30% grade phosphorus ore has remained high, with market prices around 900 CNY/ton for over three years [6]. Supply and Demand Dynamics - The phosphorus chemical industry's prosperity is closely linked to the price of phosphorus ore, which is expected to maintain a high price level due to declining grades and increasing extraction costs [5]. - The domestic supply of phosphorus ore is anticipated to be limited in the medium to long term, with new capacity taking a long time to come online [5][6]. Investment Recommendations - Analysts recommend focusing on companies with complete industrial chains and strong cost control capabilities, such as Yuntianhua, Chuanheng Co., and Xingfa Group [4][7][8]. - Companies with rich phosphorus reserves and improved self-sufficiency in phosphorus ore, like Hubei Yihua and Yuntu Holdings, are also highlighted as potential investment opportunities [8]. Notable Stocks - Key stocks in the phosphorus chemical sector include: - Yuntianhua (600096.SH) with a market cap of 626.56 billion CNY and a year-to-date profit growth of 64.85% [9]. - Xingfa Group (600141.SH) with a market cap of 355.69 billion CNY and a year-to-date profit growth of 55.87% [9]. - Chuanheng Co. (002895.SZ) with a market cap of 231.64 billion CNY and a year-to-date profit growth of 65.00% [9].

Core Viewpoint - The trading volume of Batian Co., Ltd. reached a record high of 2.729 billion yuan, marking the highest since its listing, with a stock price increase of 8.70% and a turnover rate of 26.43% [2] Summary by Relevant Categories Trading Performance - The latest trading volume for Batian Co., Ltd. was 2.729 billion yuan, which is a new high since the company went public [2] - The stock price increased by 8.70% during the trading session [2] - The turnover rate for the stock was recorded at 26.43% [2] - In the previous trading day, the total trading volume was 753 million yuan [2]

Group 1 - The core point of the article highlights that Batian Co., Ltd. has achieved a trading volume of 1.038 billion yuan, marking the highest level since September 15, 2021 [2] - The latest stock price of Batian Co., Ltd. has increased by 3.14%, with a turnover rate of 10.19% [2] - The trading volume for the previous trading day was 753 million yuan [2]