Company Performance - Jiangnan Chemical reported a total revenue of 2.013 billion yuan for Q1 2025, representing a year-on-year growth of 1.57% [1] - The net profit attributable to shareholders was 146 million yuan, with a year-on-year increase of 0.97% [1] - The non-recurring net profit was 134 million yuan, showing a year-on-year growth of 6.47% [1] - The current ratio is 1.997, and the quick ratio is 1.819, indicating strong liquidity [1] - The debt-to-asset ratio stands at 41.13%, reflecting the company's financial leverage [1] Stock Market Activity - As of August 19, 2025, Jiangnan Chemical's stock closed at 6.48 yuan, down 0.77% [1] - The turnover rate was 2.03%, with a trading volume of 538,200 hands and a transaction amount of 351 million yuan [1] - There was a net outflow of main funds amounting to 19.86 million yuan, accounting for 5.66% of the transaction amount [1] - Large orders saw a net outflow of 18.35 million yuan, representing 5.23% of the transaction amount [1] Company Background - Jiangnan Chemical, established in 1998, is located in Xuancheng City and primarily engages in the manufacturing of chemical raw materials and products [2] - The company has a registered capital of approximately 2.649 billion yuan and a paid-in capital of 40.33 million yuan [1] - The legal representative of the company is Yang Shize [1] Investment and Intellectual Property - Jiangnan Chemical has made investments in 42 enterprises and participated in 167 bidding projects [2] - The company holds 9 trademark registrations and 130 patents, indicating a focus on innovation [2] - Additionally, it possesses 8 administrative licenses [2]

Group 1 - A new company, Hubei Jiangnan Chutian Technology Co., Ltd., has been established with a registered capital of 100 million yuan [1] - The company's business scope includes engineering and technical research and experimental development, as well as manufacturing of mechanical and electrical equipment [1] - The company is jointly held by Jiangnan Chemical and other stakeholders [1]

Core Viewpoint - Jiangnan Chemical's subsidiary, Hubei Jiangnan Chutian Technology, has been established, reflecting the company's strategic alignment with national policies and collaborative development goals [1] Company Summary - Jiangnan Chutian was registered on August 13, with Jiangnan Chemical and its wholly-owned subsidiary, Northern Explosive Technology, holding a combined 51% stake, making them the controlling shareholders [1] - Hubei Chutian Chemical holds a 49% stake in Jiangnan Chutian, indicating a partnership structure [1] - The establishment of Jiangnan Chutian is seen as a response to the Ministry of Industry and Information Technology's encouragement for the restructuring and integration of civil explosive enterprises across regions and ownership types [1] Industry Summary - The formation of Jiangnan Chutian represents a practical implementation of the national strategy for deepening collaboration between central and local governments [1] - The initiative aims to leverage complementary advantages among stakeholders and pursue a common future, highlighting a strategic layout in the industry [1]

Group 1 - Jiangnan Chemical's subsidiary Hubei Jiangnan Chutian Technology was officially established, marking a strategic partnership with Chutian Chemical, enhancing collaboration in the civil explosive industry [1] - Jiangnan Chemical holds 51% of Jiangnan Chutian, while Chutian Chemical holds 49%, indicating a strong alliance between the two companies [1] - The establishment of Jiangnan Chutian is seen as a model for cooperation between state-owned enterprises and local resources, aiming to create a leading civil explosive company in Hubei [1] Group 2 - Jiangnan Chemical's president emphasized the company's commitment to national civil explosive industry policies and the strategic opportunity presented by the merger [2] - The new company aims to optimize the market ecology in southeastern Hubei and lead the civil explosive industry towards high-quality development [2] - Chutian Chemical's chairman expressed confidence in the partnership and the intention to build a strong regional company under the "central-local cooperation" brand [2]

Core Viewpoint - Jiangnan Chemical has established a strategic partnership with Hubei Chutian Chemical, marking a significant step in the integration of the civil explosives industry in Hubei and enhancing the company's operational capabilities in the region [1][2]. Group 1: Company Formation and Structure - Jiangnan Chutian was officially registered on August 13, with Jiangnan Chemical and its subsidiary holding a combined 51% stake, making it the controlling shareholder [1]. - The joint venture has acquired 90% of Hubei Dongshen Chutian Chemical, which has an industrial explosive production capacity of 30,500 tons [1]. - The partnership also consolidates assets in Central China, with Chutian Chemical holding significant stakes in Jiangnan Chemical's subsidiaries, enhancing overall production capacity [1][2]. Group 2: Capacity and Market Position - Post-integration, Jiangnan Chutian and its subsidiaries will have a total explosive production capacity of 67,500 tons, positioning the company as a leading player in the civil explosives sector [2]. - The collaboration aims to create a new model of deep cooperation among leading enterprises in the civil explosives industry, leveraging strong support from state-owned enterprises [2][3]. Group 3: Strategic Goals and Future Plans - Jiangnan Chemical aims to enhance the quality of the civil explosives industry in Hubei and set a benchmark for cooperation between state-owned and local resources [2][3]. - The company is committed to high-quality development and plans to explore market opportunities while improving its regional layout in the civil explosives sector [3].

| 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) (万元) | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-13 | 002226 | 江南化工 | 5.81 | 48.00 | 278.88 | 招商证券股份有限 | 广发证券股份有限 | | | | | | | | 公司西安北大街证 | 公司厦门环岛东路 | | | | | | | | 券营业部 | 证券营业部 | | 2025-08-13 | 002226 | 江南化工 | 5.81 | 48.00 | 278.88 | 国泰海通证券股份 | 广发证券股份有限 | | | | | | | | 有限公司深圳红荔 | 公司厦门环岛东路 | | | | | | | | 西路证券营业部 | 证券营业部 | | 2025-08-13 | 002226 | 江南化工 | 5.81 | 48.00 | 278.88 | 广发证券股份有限 | 广发证券股份有限 | | | | | | | | 公司西安产酒大道 ...

通过天眼查大数据分析，安徽江南化工股份有限公司共对外投资了41家企业，参与招投标项目167次， 知识产权方面有商标信息9条，专利信息130条，此外企业还拥有行政许可8个。 来源：金融界 资金流向方面，今日主力资金净流出2972.89万元，占比成交额9.77%。其中，超大单净流出2061.83万 元、占成交额6.77%，大单净流出911.05万元、占成交额2.99%，中单净流出流入362.62万元、占成交额 1.19%，小单净流入2610.27万元、占成交额8.58%。 江南化工最新一期业绩显示，截至2025一季报，公司营业总收入20.13亿元、同比增长1.57%，归属净利 润1.46亿元，同比增长0.97%，扣非净利润1.34亿元，同比增长6.47%，流动比率1.997、速动比率 1.819、资产负债率41.13%。 天眼查商业履历信息显示，安徽江南化工股份有限公司，成立于1998年，位于宣城市，是一家以从事化 学原料和化学制品制造业为主的企业。企业注册资本264892.2855万人民币，实缴资本4033.06万人民 币。公司法定代表人为杨世泽。 金融界消息 截至2025年8月12日收盘，江南化工（00222 ...

金融界消息 截至2025年8月11日收盘，江南化工（002226）报收于6.42元，下跌0.77%，换手率2.7%， 成交量71.39万手，成交金额4.59亿元。 天眼查商业履历信息显示，安徽江南化工股份有限公司，成立于1998年，位于宣城市，是一家以从事化 学原料和化学制品制造业为主的企业。企业注册资本264892.2855万人民币，实缴资本4033.06万人民 币。公司法定代表人为杨世泽。 通过天眼查大数据分析，安徽江南化工股份有限公司共对外投资了41家企业，参与招投标项目167次， 知识产权方面有商标信息9条，专利信息130条，此外企业还拥有行政许可8个。 来源：金融界 资金流向方面，今日主力资金净流出2633.64万元，占比成交额5.74%。其中，超大单净流出49.15万 元、占成交额0.11%，大单净流出2584.49万元、占成交额5.63%，中单净流出流出262.02万元、占成交 额0.57%，小单净流入2895.66万元、占成交额6.31%。 江南化工最新一期业绩显示，截至2025一季报，公司营业总收入20.13亿元、同比增长1.57%，归属净利 润1.46亿元，同比增长0.97%，扣非净利润1 ...

Group 1 - New Tibet Railway Co., Ltd. has been established with a registered capital of 95 billion RMB, focusing on railway transportation, equipment manufacturing, catering, and accommodation services [1] - The establishment of the New Tibet Railway is expected to positively impact companies involved in construction and engineering services, particularly in the explosive materials sector [1] - Kailong Co., Ltd. reported that its explosive materials business is crucial for various industries, including oil, coal, mining, metallurgy, and infrastructure projects, indicating a growth in its Xinjiang blasting service business [1] Group 2 - Dahongli Company plans to closely monitor the progress of national major projects and continue market tracking [2] - Jiangnan Chemical focuses on three main business areas in the explosive materials sector: product development, engineering services, and mining management, aiming to enhance project acquisition capabilities [2]

8月6日，江南化工大宗交易成交150万股，成交额847.5万元，占当日总成交额的2.62%，成交价5.65 元，较市场收盘价6.21元折价9.02%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-08-06 | 002226 | 江南化工 | 5.65 | 88.00 | 497.20 | 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 | | 2025-08-06 | 002226 | 江南化工 | 5.65 | 62.00 | 350.30 | 机构专用 | 广发证券股份有限 | | | | | | | | | 公司厦门环岛东路 | | | | | | | | | 班弟昌亦歌 | ...