Core Viewpoint - Jiangnan Chemical (002226) reported a total of RMB 6.238 billion in new contracts for blasting services in the first half of 2025, with significant contributions from major projects, particularly in Xinjiang, indicating strong growth potential and market competitiveness [1][2]. Group 1: Contract Performance - The company signed or commenced execution of blasting service contracts totaling RMB 62.38 billion for the first half of 2025, with 18 major contracts exceeding RMB 100 million amounting to RMB 4.86 billion, representing 77.9% of the total [1]. - Compared to the same period in 2024, the number of major projects (over RMB 100 million) increased by 200%, showcasing the company's enhanced market expansion efforts [2]. Group 2: Regional Focus and Growth - Xinjiang emerged as a key growth area, with 12 out of 18 major projects located there, totaling RMB 3.013 billion, which is approximately 48% of the total new project value [2]. - The company is strategically aligned with the development of Xinjiang as a national coal supply base, with multiple projects in coal mining and metal mining sectors [2]. Group 3: Capacity and Future Outlook - Jiangnan Chemical holds the leading position in the blasting industry in Xinjiang, with an industrial explosive production capacity of 207,500 tons as of the end of 2024 [3]. - The company anticipates significant growth in 2025, with a projected net profit of RMB 300 million for Q2 2025, reflecting a 10% year-on-year increase and a 105% quarter-on-quarter increase [3]. Group 4: Business Expansion and Innovation - The company is implementing a "3+2" strategy to enhance its capabilities in mining construction contracting, with successful acquisition of new projects in the first half of the year [4]. - Jiangnan Chemical signed a major contract worth RMB 800 million for an upgrade project in Namibia, indicating successful international expansion efforts [4]. Group 5: Strategic Acquisitions - The company announced plans to acquire a 51% stake in Ebian Guochang, which is expected to enhance its market presence in the emerging strategic market of Tibet [5].

Group 1: Government Initiatives - The Ministry of Finance announced the establishment of a "Childcare Subsidy Fund" with an initial budget of approximately 90 billion yuan for this year [1][2] - The National Development and Reform Commission is soliciting public opinions on guidelines for government investment funds, emphasizing the need to control investment amounts and promote effective market-government collaboration [2] Group 2: Industry Developments - The China Metal Materials Circulation Association issued a proposal to resist "involution-style competition" in the steel circulation industry, advocating for compliance with laws and encouraging cooperative models in logistics and processing [3] - The Anhui Provincial Department of Industry and Information Technology is seeking opinions on a plan to optimize the non-ferrous metal industry, focusing on enhancing supply chains and promoting high-end, intelligent, and green development [3] Group 3: Market Trends - The sports industry is experiencing a surge in interest, with several sports-related stocks seeing significant gains following the announcement of the "Hunan Super League" and the upcoming World Games in Chengdu [5][6] - The baby and toddler sector is gaining momentum due to the implementation of the childcare subsidy system, with stocks in this sector showing strong performance [7] Group 4: Financial Performance - Nine funds have seen their net values double this year, driven by the ongoing performance of the innovative drug sector, with specific funds reporting returns exceeding 100% [13] - XGIMI Technology expects a revenue of 1.626 billion yuan for the first half of 2025, a year-on-year increase of 1.63%, while Longjiang Electric Power anticipates a revenue of 36.587 billion yuan, up 5.02% year-on-year [9]

Group 1 - Jiangnan Chemical's stock price closed at 6.18 yuan on July 30, 2025, down 1.9% from the previous trading day, with a trading volume of 872,900 hands and a transaction amount of 544 million yuan [1] - The company specializes in the research, production, and sales of civil explosive materials, including industrial explosives, detonators, and related engineering services [1] - Jiangnan Chemical announced that the total amount of newly signed or executed blasting service contracts for the first half of 2025 reached 6.238 billion yuan, including significant contracts such as 800 million yuan for the Namibia Lakeside Station upgrade and explosive supply project, and 633 million yuan for the blasting project at Xinjiang Hongshengcan Mining Co., Ltd. [1] Group 2 - On the same day, the net outflow of main funds was 48.9222 million yuan, accounting for 0.3% of the circulating market value [2]

Core Viewpoint - Jiangnan Chemical (002226.SZ) announced that the total amount of newly signed or executed blasting service contracts for the first half of 2025 is RMB 6.238 billion [1] Group 1 - The company has secured a significant amount of contracts, indicating strong business activity and potential revenue growth [1]

Core Viewpoint - Jiangnan Chemical (002226.SZ) announced that the total amount of newly signed or executed blasting service engineering contracts for the first half of 2025 is RMB 6.238 billion [1] Group 1 - The company has secured a significant amount of contracts, indicating strong business activity and potential revenue growth [1]

证券代码：002226 证券简称：江南化工 公告编号:2025-047 安徽江南化工股份有限公司 关于 2025 年 1-6 月份日常经营合同情况的自愿性信息披露公告 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。 安徽江南化工股份有限公司及下属企业（以下简称"江南化工"、"公 司"或"本公司"）2025年1-6月新签或开始执行的爆破服务工程类日常经营 合同金额合计人民币62.38亿元。 其中，新签或开始执行的单笔合同金额在人民币1亿元以上的重大工程施 工类日常经营合同如下： 2、上述部分"合同金额"是根据合同约定的服务内容及期限等测算得出的 数据，合计金额 62.38 亿元，爆破服务工程类项目均已经签署相关业务合作合同。 3、以上合同数据为阶段性数据，仅供参考，最终确认收入的金额及确认期 间将以相关定期报告披露的数据为准，敬请投资者注意投资风险。 1 | 10 | 陕西北方友邦爆破科 | 新疆生产建设兵团第十三师红山煤业有限公司露天煤矿钻爆工 | 2.1 | | --- | --- | --- | --- | | | 技有限公司 | 程 | | | 11 | 安徽 ...

Core Viewpoint - Jiangnan Chemical (002226) announced that the total amount of newly signed or executed blasting service engineering contracts for the first half of 2025 is 6.238 billion yuan [1] Group 1 - The company reported a significant contract amount for blasting services, indicating strong business activity and potential revenue growth [1]

Core Viewpoint - Jiangnan Chemical announced that from January to June 2025, the total amount of newly signed or executed blasting service engineering contracts reached RMB 6.238 billion [1] Group 1: Contract Details - The significant engineering construction contracts, each exceeding RMB 100 million, include the following projects: - Upgrade and renovation of the Nanobiya Lakeside Ground Station and explosives supply project (RMB 800 million) [1] - Blasting project for Xinjiang Hongsheng Can Mining Co., Ltd. at the Kizilsu Kirgiz Autonomous Prefecture (RMB 633 million) [1] - Blasting construction for Yiwuguanghui Mining's Baishihu Coal Mine (RMB 550 million) [1]

Core Viewpoint - Jiangnan Chemical announced that the total amount of newly signed or executed blasting service engineering contracts for the first half of 2025 reached 6.238 billion RMB [1] Group 1: Contract Details - The total amount includes significant engineering construction contracts, each exceeding 100 million RMB [1] - Notable projects include the upgrade and renovation of the Namibia Lakeside Ground Station and the blasting project for Xinjiang Hongshengcan Mining Co., Ltd. at the Atushi Hala Jun Titanium Iron Mine [1] - The service duration for these contracts ranges from 1 to 5 years [1]

| 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 | 成交会额 (万元) | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | (万股/万份) | | | | | 2025-07-29 | 002226 | 江南化工 | 5.73 | 57.00 | 326.61 | 机构变用 | 广发证券股份有限 | | | | | | | | | 公司厦门环岛东路 | | | | | | | | | 证券营业部 | | 2025-07-29 | 002226 | 江南化工 | 5.73 | 48.00 | 275.04 | 机构专用 | 广发证券股份有限 | | | | | | | | | 公司厦门环岛东路 | | | | | | | | | 证券营业部 | | 2025-07-29 | 002226 | 江南化工 | 5.73 | 36.00 | 206.28 | 机构专用 | 广发证券股份有限 | | | | | | | | | 公司厦门环岛东路 | | | | | | | | | 证券营业 ...