Core Viewpoint - The report highlights the growth trends in China's chemical pesticide raw material production, indicating a positive outlook for the industry from 2025 to 2031, with specific data on production volumes and growth rates [1]. Industry Summary - In August 2025, China's chemical pesticide raw material production reached 304,000 tons, marking a year-on-year increase of 3.8% [1]. - From January to August 2025, the cumulative production of chemical pesticide raw materials was 2.782 million tons, reflecting a cumulative growth of 7.2% [1]. - The report provides a comprehensive analysis of the pesticide industry, including market research and strategic insights for the period from 2025 to 2031 [1]. Company Summary - Listed companies in the pesticide sector include Yangnong Chemical (600486), Adama Agricultural Solutions A (000553), Xianda Co., Ltd. (603086), ST Hongtai (000525), Noposion (002215), Lier Chemical (002258), Runfeng Co., Ltd. (301035), and Xin'an Chemical (600596) [1].

Market Overview - The planting industry sector rose by 0.92% on October 27, with Zhongxing Junye leading the gains [1] - The Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] Top Gainers in Planting Industry - Zhongxing Junye (002772) closed at 12.01, with a gain of 9.98% and a trading volume of 263,100 shares, totaling a transaction value of 306 million yuan [1] - Nuofushin (002215) closed at 11.77, up 6.71%, with a trading volume of 354,400 shares and a transaction value of 406 million yuan [1] - Hualv Biological (300970) closed at 17.36, increasing by 3.77%, with a trading volume of 142,800 shares and a transaction value of 244 million yuan [1] Other Notable Stocks - Xue Rong Biological (300511) closed at 6.86, up 2.69%, with a trading volume of 125,000 shares and a transaction value of 170 million yuan [1] - Yasheng Group (600108) closed at 3.16, gaining 1.94%, with a trading volume of 573,800 shares and a transaction value of 180 million yuan [1] Market Capital Flow - The planting industry sector experienced a net outflow of 19.53 million yuan from institutional funds, while retail investors saw a net inflow of 58.68 million yuan [2] - The overall net outflow from speculative funds was 39.14 million yuan [2] Individual Stock Fund Flow - Nuofushin (002215) had a net inflow of 63.72 million yuan from institutional funds, while it faced a net outflow of 39.35 million yuan from speculative funds [3] - Zhongxing Junye (002772) saw a net inflow of 39.04 million yuan from institutional funds, with a net outflow of 7.84 million yuan from speculative funds [3] - Yasheng Group (600108) recorded a net inflow of 18.94 million yuan from institutional funds, while speculative funds had a net outflow of 13.46 million yuan [3]

Group 1 - The core viewpoint of the news is that Shenzhen Noposion Agrochemical Co., Ltd. has seen a stock price increase of 5.17%, reaching 11.60 CNY per share, with a trading volume of 2.22 billion CNY and a turnover rate of 2.50%, resulting in a total market capitalization of 116.60 billion CNY [1] - The company, established on September 18, 1999, and listed on February 18, 2008, specializes in integrated agricultural protection products, technologies, and services, with main products including pesticide formulations, plant nutrition, and pesticide adjuvants [1] - The revenue composition of the company's main business includes fresh consumption at 49.14%, insecticides at 18.67%, fungicides at 15.42%, plant nutrition at 8.26%, herbicides at 5.80%, plant growth regulators and adjuvants at 1.20%, other at 1.09%, crop series at 0.26%, and agricultural services and trade at 0.15% [1] Group 2 - From the perspective of fund holdings, one fund under Yinhua Fund has a significant position in Noposion, specifically the Yinhua Growth Pioneer Mixed Fund (180020), which held 652,200 shares in the second quarter, unchanged from the previous period, accounting for 5.52% of the fund's net value, ranking as the seventh-largest holding [2] - The Yinhua Growth Pioneer Mixed Fund (180020) was established on October 8, 2010, with a latest scale of 1.62 billion CNY, achieving a year-to-date return of 43.29%, ranking 1538 out of 8226 in its category, and a one-year return of 37.24%, ranking 1906 out of 8099 [2] - The fund manager of Yinhua Growth Pioneer Mixed Fund is Wang Ligang, who has been in the position for 5 years and 303 days, with a total asset scale of 3.443 billion CNY, achieving the best fund return of 29.22% and the worst return of -21.86% during his tenure [3]

证券日报网讯 10月24日晚间，诺普信发布公告称，公司于近日收到实际控制人控制的公司深圳市诺普 信投资控股有限公司（以下简称"诺普信控股"）的通知，获悉诺普信控股将其持有的部分股份办理了解 除质押，解除质押股数为1，210万股。 （文章来源：证券日报） ...

深圳诺普信作物科学股份有限公司公告 证券代码：002215 证券简称：诺普信 公告编号：2025-045 深圳诺普信作物科学股份有限公司 关于公司实际控制人部分股份解除质押的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 深圳诺普信作物科学股份有限公司（以下简称"公司"）于近日收到实际控 制人控制的公司深圳市诺普信投资控股有限公司（以下简称"诺普信控股"）的 通知，获悉诺普信控股将其持有的部分股份办理了解除质押，具体事项如下： 二、股份累计质押情况 | | | | | | | 已质押股份情况 已质押股 | | 未质押股份情况 未质押股 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 持股数量 | 持股比 | 累计质押 | 占其所 | 占公司 | | | | | | 股东名称 | (股） | | 股份数量 | 持股份 | 总股本 | 份限售和 | 占已质 | 份限售和 | 占未质 | | | | 例 | （万股） | 比例 | 比例 | 冻结数量 | 押股份 | 冻结数量 ...

Core Insights - The fungicide industry is experiencing rapid growth in China, driven by increasing public health awareness and environmental policies, with the market size projected to grow from 23.67 billion yuan in 2019 to 40.5 billion yuan by 2024, representing a compound annual growth rate (CAGR) of 11.34% [2][10] - The demand for environmentally friendly and biological fungicides is expected to rise significantly, particularly in the agricultural sector, which is the primary consumer market for fungicides [2][10] Industry Overview - Fungicides, also known as biocides, are chemical agents that effectively control or kill microorganisms such as bacteria, fungi, and algae [3] - The classification of fungicides can be based on application fields (industrial and agricultural), raw materials (inorganic, organic sulfur, organic phosphorus, etc.), usage methods (protective and therapeutic), and conduction characteristics (systemic and non-systemic) [3][8] Industry Policies - The Chinese fungicide industry is at a critical juncture influenced by policy changes and market transformations, with recent regulations aimed at promoting green and efficient fungicide production [5][7] - Key policies include the restriction of high-toxicity and high-residue pesticide production, as outlined in the "Industrial Structure Adjustment Guidance Catalog (2024 Edition)" [5][7] Industry Chain - The fungicide industry chain consists of upstream raw materials and production equipment, midstream research and manufacturing, and downstream applications in agriculture, forestry protection, urban greening, industrial corrosion prevention, and medical disinfection [8][10] Current Market Status - The global fungicide market is steadily expanding, with a projected market size of 19.704 billion USD in 2024, reflecting a year-on-year growth of 3.15% [10] - The growth is driven by the need for agricultural yield enhancement, public health protection, and food safety assurance, with expectations for the market to reach 22.942 billion USD by 2028 [10]

Core Insights - The agriculture sector saw a rise of 0.95% on October 21, with Zhongxing Junye leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Sector Performance - Zhongxing Junye (002772) closed at 11.17, with a significant increase of 10.05%, trading volume of 109,200 shares and a transaction value of 119 million [1] - Hualv Biological (300970) rose by 2.59% to 15.45, with a trading volume of 33,300 shares and a transaction value of approximately 50.91 million [1] - Yasheng Group (600108) increased by 1.95% to 3.13, with a trading volume of 509,200 shares and a transaction value of 159 million [1] - Other notable performers include Hainan Rubber (601118) with a 1.63% increase and a transaction value of 300 million [1] Capital Flow - The agriculture sector experienced a net outflow of 127 million from main funds, while retail investors saw a net inflow of 135 million [2] - The main funds showed a negative net flow in several companies, including Zhongxing Junye with a net outflow of 51.96 million [3] - Notable net inflows from retail investors were observed in companies like Hualv Biological, which had a retail net inflow of 374.54 million [3]

Core Insights - The planting industry sector rose by 0.47% on October 20, with Nopson leading the gains [1] - The Shanghai Composite Index closed at 3863.89, up 0.63%, while the Shenzhen Component Index closed at 12813.21, up 0.98% [1] Stock Performance - Nopson (002215) closed at 11.23, up 2.18%, with a trading volume of 226,300 shares and a transaction value of 251 million [1] - Hainan Rubber (601118) closed at 5.51, up 1.85%, with a trading volume of 694,300 shares and a transaction value of 385 million [1] - New Sai Co. (600540) closed at 4.83, up 1.68%, with a trading volume of 91,900 shares and a transaction value of 43.99 million [1] - Other notable stocks include Zhongxing Junye (002772) at 10.15 (+1.50%) and Boyuan Technology (600883) at 8.25 (+1.10%) [1] Capital Flow - The planting industry sector experienced a net outflow of 71.31 million from main funds, while retail funds saw a net inflow of 24.87 million [2] - The main funds' net inflow for Nongfa Seed Industry (600313) was 12.15 million, while it faced a net outflow of 8.48 million from retail investors [3] - Su Kan Agricultural Development (601952) had a net inflow of 9.52 million from main funds, with a net outflow of 5.00 million from retail investors [3]

Core Viewpoint - Noposion's stock price has shown fluctuations, with a recent increase of 2.00% to 11.21 CNY per share, while experiencing a net outflow of funds from major investors [1] Group 1: Company Overview - Noposion was established on September 18, 1999, and listed on February 18, 2008, focusing on agricultural protection products and integrated services [2] - The company's main products include pesticide formulations, plant nutrition, and pesticide solubilizers, with revenue composition as follows: fresh consumption 49.14%, insecticides 18.67%, fungicides 15.42%, plant nutrition 8.26%, herbicides 5.80%, plant growth regulators and additives 1.20%, crop series 0.26%, and agricultural services and trade 0.15% [2] - Noposion belongs to the agricultural industry, specifically in the sub-sector of other planting industries, and is associated with concepts such as mid-cap, margin trading, smart agriculture, and industrial hemp [2] Group 2: Financial Performance - For the first half of 2025, Noposion achieved operating revenue of 3.679 billion CNY, representing a year-on-year growth of 8.20%, and a net profit attributable to shareholders of 648 million CNY, up 17.35% year-on-year [2] - The company has distributed a total of 1.767 billion CNY in dividends since its A-share listing, with 653 million CNY distributed in the last three years [3] Group 3: Shareholder Information - As of June 30, 2025, Noposion had 43,800 shareholders, an increase of 21.47% from the previous period, with an average of 17,944 circulating shares per person, a decrease of 17.01% [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third-largest with 23.2563 million shares, while Southern CSI 1000 ETF is the ninth-largest with 6.4971 million shares, both being new shareholders [3]

Core Insights - The planting industry sector experienced a decline of 0.8% on October 17, with notable losses from Nopson, which fell by 4.77% [1][2] - The Shanghai Composite Index closed at 3839.76, down 1.95%, while the Shenzhen Component Index closed at 12688.94, down 3.04% [1] Market Performance - The following companies in the planting industry showed varying performance: - Shennong Seed Industry: Closed at 4.71, up 0.43% with a trading volume of 1.466 million shares and a turnover of 695 million yuan - Yasheng Group: Closed at 3.06, up 0.33% with a trading volume of 413,700 shares and a turnover of 127 million yuan - Beidahuang: Closed at 14.77, up 0.27% with a trading volume of 293,900 shares and a turnover of 434 million yuan - Nopson: Closed at 10.99, down 4.77% with a trading volume of 326,100 shares and a turnover of 366 million yuan [1][2] Capital Flow - The planting industry sector saw a net outflow of 182 million yuan from main funds, while retail investors contributed a net inflow of 162 million yuan [2] - The following companies had significant capital flow: - Beidahuang: Main funds net inflow of 47.9853 million yuan, retail net outflow of 24.6923 million yuan - Nopson: Main funds net outflow of 15.5 million yuan, retail net inflow of 3.66 million yuan [3]