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 | ...

Group 1 - The civil explosives sector experienced a decline of 1.19%, ranking among the top losers in the concept sector, with Poly United hitting the daily limit down [1][2] - Major stocks within the civil explosives sector that saw significant declines include Gaozheng Civil Explosives, Xinyu Guoke, and Guangdong Hongda, while stocks like Bai'ao Intelligent, Tongde Chemical, and Lixin Micro saw gains of 2.03%, 1.32%, and 1.25% respectively [1][2] - The civil explosives sector faced a net outflow of 510 million yuan from main funds, with 18 stocks experiencing net outflows, and 10 stocks seeing outflows exceeding 10 million yuan [2][3] Group 2 - The top net outflow stock was Yahua Group, with a net outflow of 128 million yuan, followed by Gaozheng Civil Explosives and Poly United with outflows of 124 million yuan and 72.92 million yuan respectively [2][3] - Conversely, the stocks with the highest net inflow included Jiangnan Chemical, Bai'ao Intelligent, and Tongde Chemical, with net inflows of 10.44 million yuan, 4.64 million yuan, and 0.98 million yuan respectively [2][3] - The civil explosives sector's trading activity showed that Yahua Group had a turnover rate of 7.44% and a price change of -1.29%, while Gaozheng Civil Explosives had a turnover rate of 10.89% and a price change of -7.51% [2][3]

江南化工是一家集民爆业务及新能源业务"双核驱动"的多元化上市公司。在民爆业务领域，公司整体产 能及规模位居国内民爆上市公司前列。2024年年报显示，公司拥有国内工业炸药生产许可产能76.55万 吨，位居行业第一梯队。 新能源业务方面，江南化工全资子公司盾安新能源聚焦风力和光伏发电，2024年新能源累计装机约106 万千瓦。 在民爆与新能源业务的双轮驱动下，公司业绩保持稳健。2025年一季度，公司实现营业收入20.13亿 元，同比增长1.57%；归母净利润1.46亿元，同比增长0.97%。 订单持续增长并购加码主业 随着爆破服务一体化的深入推进，江南化工以爆破服务为牵引，积极争取市场份额。2024年，公司新签 或开始执行的爆破服务工程类日常经营合同金额合计101.8亿元。 进入2025年，公司订单依旧持续增长。7月30日，江南化工发布公告，公司2025年1—6月份新签或开始 执行的爆破服务工程类日常经营合同金额合计62.38亿元。 长江商报消息 民爆龙头江南化工在业务拓展上成果丰硕。 7月30日，江南化工（002226.SZ）发布公告，公司2025年1—6月份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 ...

7月30日晚间，江南化工（002226）发布《2025年1-6月份日常经营合同情况的自愿性信息披露公告》。 公司及下属企业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18个1亿元以上重大工程施工类日常经营合同总金额达48.60亿元，占比77.9%。可以看出，重 大项目的落地带动公司业绩保持稳健增长，且爆破服务牵引作用更加凸显，新疆等重点区域市场竞争力 进一步巩固。 随着国家西部大开发战略和"一带一路"倡议的深入实施，西藏民爆市场展现出较大的市场需求和发展潜 力，公司对西藏地区民爆市场的需求和发展潜力保持高度关注。为加快江南化工在西藏市场的战略布 局，进一步提升市场份额和品牌影响力，公司下属多家子公司已在西藏地区设立5个分公司。 根据长江证券研报，在民爆行业，江南化工新疆产能位列第一。公司披露，截至2024年12月末，公司在 新疆区域拥有工业炸药生产许可能力20.75万吨，且以混装产能为主。公司将进一步优化产能布局，结 合地区产能供求关系、各地区市场价格等因素，继续实施从低效益地区向高效益地区的产能转移。 公司2024年在手合同量已实现大幅跃升，在新疆等区域市 ...

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]