一、本次担保情况概述 1.公司全资子公司北方爆破科技有限公司（以下简称"北爆科技"）下属单 位北方矿业科技服务（纳米比亚）有限公司（以下简称"纳米公司"）与 SWAKOP URANIUM (PTY) LIMITED（以下简称"斯科铀业有限公司"）于 2024 年 12 月签 订了 CONTRACT DRILLING AND BLASTING SERVICE FOR THE HUSAB MINE(Contract Number:SU/2024/0062）合同（以下简称"湖山钻爆项目服务合同"）。 证券代码：002226 证券简称：江南化工 公告编号:2025-059 安徽江南化工股份有限公司关于全资子公司为下属公司 开具银行保函并由公司提供反担保的公告 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。 特别提示：本次被担保方一北方矿业科技服务（纳米比亚）有限公司资产负 债率超过 70%，敬请广大投资者充分关注担保风险。 根据湖山钻爆项目服务合同约定，纳米公司应向斯科铀业有限公司提交以其 为受益人的两笔履约保函和两笔预付款保函，以保证纳米公司按照湖山钻爆项目 服务合同的条 ...

证券代码：002226 证券简称：江南化工 公告编号:2025-060 安徽江南化工股份有限公司关于公司及下属公司 通过兵工财务有限责任公司开展委托贷款暨关联交易的公告 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。 一、重要提示 1、为满足资金需要，安徽江南化工股份有限公司（以下简称"江南化工" 或"公司"）、浙江盾安新能源发展有限公司（以下简称"新能源公司"）、陕 西红旗民爆集团股份有限公司（以下简称"红旗民爆"）、广西金建华民用爆破 器材有限公司（以下简称"广西金建华"）拟通过兵工财务有限责任公司（以下 简称"财务公司"）向子公司提供委托贷款，山西江阳工程爆破有限公司（以下 简称"江阳爆破"）拟通过兵工财务有限责任公司（以下简称"财务公司"）向 母公司江南化工提供委托贷款，合计委托贷款金额不超过 4.23 亿元，用于补充 借款人的流动资金。 其中：江南化工逐笔分批次向新疆江南易泰建材有限公司（以下简称"新疆 易泰"）提供累计不超过 0.2 亿元（上限）委托贷款、向新能源公司提供累计不 超过 1 亿元（上限）委托贷款；新能源公司逐笔分批次向伊吾盾安风电有限公司 ...

证券代码：002226 证券简称：江南化工 公告编号:2025-061 安徽江南化工股份有限公司 关于拟公开摘牌重庆顺安爆破器材有限公司 100%股权的公告 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。 特别提示： 1、安徽江南化工股份有限公司（以下简称"江南化工"、"公司"或"本 公司"）拟以公开摘牌方式参与重庆顺安爆破器材有限公司 100%股权转让（以 下简称"本项目"），转让底价为 100,000.00 万元，最终金额以竞价结果确定。 2、本项目与重庆顺安南桐爆破器材有限公司 30%股权项目联合转让。本项 目所产生的受让方，即成为重庆顺安南桐爆破器材有限公司 30%股权项目受让方， 重庆顺安南桐爆破器材有限公司 30%股权项目成交价为转让底价 3,374.457 万元。 3、本次交易不属于关联交易，亦不构成《上市公司重大资产重组管理办法》 规定的重大资产重组。 4、本次交易需提交公司股东会审议。 5、本次交易根据国有资产产权交易有关规则在重庆联合产权交易所公开挂 牌，交易能否达成存在一定不确定性。 一、交易概述 1、本次交易基本情况 重庆市能源投资集团有限公 ...

证券代码：002226 证券简称：江南化工 公告编号：2025-062 安徽江南化工股份有限公司 关于召开 2025 年第三次临时股东会的通知 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误导性陈述或 重大遗漏。 一、召开会议的基本情况 1、股东会届次：2025 年第三次临时股东会 2、股东会的召集人：董事会 1 3、公司第七届董事会第八次会议审议通过了《关于召开 2025 年第三次临时股东会的议案》，本次 会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易所股票上市规则》《深圳证券交易所上 市公司自律监管指引第 1 号——主板上市公司规范运作》等法律、行政法规、部门规章、规范性文件及 《公司章程》的有关规定。 4、会议时间： （1）现场会议时间：2025 年 10 月 27 日 14:00 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间为 2025 年 10 月 27 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互联网投票系统投票的具体时间为 2025 年 10 月 27 日 9:15 至 15:00 的任意时 ...

Industry Rating - The report maintains a neutral rating for the civil explosives industry [1] Core Insights - The civil explosives industry is characterized by stable demand growth, strong resilience, and policy-driven supply-side consolidation [2][3] - The market size for civil explosives in China is approximately 400 billion [2] - The production value of civil explosive enterprises reached 416.95 billion in 2024, with a profit total of 96.39 billion, indicating a profit growth of 13.04% year-on-year [14][19] - The industry is transitioning from product sales to integrated operations, including research, production, sales, import-export, and blasting services [2][3] Summary by Sections Industry Overview - Civil explosives are essential in energy and infrastructure industries, with a significant role in mining and construction [2][3] - The production value of civil explosive enterprises in 2024 was 416.95 billion, down 4.5% year-on-year, while profits increased by 13.04% [14][19] Market Dynamics - The industry is experiencing a shift towards higher concentration, with the CR20 increasing from 50.5% in 2013 to 83.17% in 2024 [2][48] - The demand for civil explosives is regionally concentrated, with notable growth in Xinjiang due to coal and hydropower projects [3] Production and Sales - In 2024, the total production and sales of industrial explosives were 449 million tons and 448.5 million tons, respectively, showing a slight decline [14][19] - The main types of industrial explosives produced include gel emulsified explosives and porous ammonium oil explosives, which together account for over 80% of total production [16][19] Policy and Regulation - The government aims to enhance industry concentration and optimize product structure, with plans to form 3 to 5 large competitive enterprises by 2027 [2][48][44] - Policies are encouraging the development of mixed explosives and the reduction of traditional explosives [40][42] Investment Opportunities - Companies to watch include Guangdong Hongda, Yipuli, Guotai Group, Jiangnan Chemical, and Yahua Group, which are positioned well within the evolving market landscape [3]

9月29日，江南化工大宗交易成交160万股，成交额1024万元，占当日总成交额的2.79%，成交价6.4元， 较市场收盘价6.79元折价5.74%。 | 权益类证券大宗交易(协议交易) | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | 2025-09-29 | 002226 | 江南化工 | 6.40 | 160.00 | | 1,024.0 平安证券股份有限 | 平安证券股份有限 | | | | | | | | 公司厦门国际金融 | 公司苏州苏绣路证 | | | | | | | | 中心证券营业部 | 券营业部 | ...

| 权益类证券大宗交易(协议交易) | | | | | | | 包 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | 2025-09-26 | 002226 | 江南化工 | 6.10 | 340.00 | 2,074.00平安证券股份有限 | | 平安证券股份有限 | | | | | | | | 公司厦门国际金融 | 公司苏州苏绣路证 | | | | | | | | 中心证券营业部 | 券营业部 | 9月26日，江南化工大宗交易成交340万股，成交额2074万元，占当日总成交额的2.92%，成交价6.1元， 较市场收盘价6.92元折价11.85%。 ...

Market Overview - The chemical products sector experienced a decline of 0.27% on September 26, with Huasoft Technology leading the drop [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] Top Performers - Jin Hua New Material (Code: 920015) saw a significant increase of 29.98%, closing at 54.97 with a trading volume of 232,100 shares and a transaction value of 1.158 billion [1] - Kexin Technology (Code: 838402) rose by 7.54%, closing at 12.27 with a trading volume of 300,700 shares and a transaction value of 391 million [1] - Jingshi Resources (Code: 603505) increased by 6.81%, closing at 18.19 with a trading volume of 444,400 shares and a transaction value of 799 million [1] Underperformers - Huasoft Technology (Code: 002453) fell by 10.04%, closing at 8.78 with a trading volume of 718,600 shares and a transaction value of 655 million [2] - Kaimet Gas (Code: 002549) decreased by 9.98%, closing at 24.80 with a trading volume of 1,270,400 shares and a transaction value of 3.191 billion [2] - Boyuan Co., Ltd. (Code: 301617) dropped by 5.57%, closing at 75.40 with a trading volume of 32,900 shares and a transaction value of 252 million [2] Capital Flow - The chemical products sector saw a net outflow of 735 million from institutional investors, while retail investors had a net inflow of 914 million [2] - The top net inflows from retail investors were observed in multiple stocks, indicating a shift in investor sentiment [3] Individual Stock Capital Flow - Duoliangduo (Code: 002407) had a net inflow of 261 million from institutional investors, representing 9.73% of its total [3] - Keyan Co., Ltd. (Code: 603285) experienced a net inflow of 55.39 million from institutional investors, accounting for 16.65% [3] - Wanhu Chemical (Code: 600309) saw a net inflow of 44.88 million from institutional investors, which is 3.33% of its total [3]

Core Viewpoint - Jiangnan Chemical is committed to promoting high-quality development in the industry through technological innovation [1] Group 1: Company Initiatives - The company actively engages in "smart engineering" projects to enhance process technology upgrades and digital transformation [1] - Jiangnan Chemical plans to continue deepening its intelligent layout to consolidate its leading advantage in civil explosive technology [1] Group 2: Industry Impact - The company's efforts aim to provide a benchmark example for high-quality development in the industry [1]

Core Viewpoint - Jiangnan Chemical (002226) has signed a capital increase agreement with Beijing Guangnian Infinite Technology Co., Ltd., which was approved by the company's board of directors, allowing Jiangnan Chemical to hold 12.91% of the shares in Beijing Guangnian Infinite Technology by June 30, 2025 [1] Group 1 - Jiangnan Chemical's board approved the capital increase agreement with Beijing Guangnian Infinite Technology [1] - The agreement will result in Jiangnan Chemical holding 12.91% of Beijing Guangnian Infinite Technology's shares by June 30, 2025 [1]