证券代码：002513 证券简称：蓝丰生化 公告编号：2025-058 江苏蓝丰生物化工股份有限公司 董事会薪酬与考核委员会关于公司 2025 年 股权激励计划激励对象名单的审核意见及公示情况说明 本公司及董事会薪酬与考核委员会全体成员保证公告内容真实、准确和完 整，不存在虚假记载、误导性陈述或者重大遗漏。 江苏蓝丰生物化工股份有限公司（以下简称"公司"）于 2025 年 9 月 19 日召开第七届董事会第二十七次会议，审议通过了《关于公司 2025 年限制性股 票激励计划（草案）及其摘要的议案》等议案，并于 2025 年 9 月 20 日在中国证 券监督管理委员会（以下简称"中国证监会"）指定的信息披露网站巨潮资讯网 （http://www.cninfo.com.cn）上披露了相关公告。 根据中国证监会、深圳证券交易所（以下简称"证券交易所"）的规范要求、 《上市公司股权激励管理办法》（以下简称《管理办法》）《深圳证券交易所上 市公司自律监管指南第 1 号——业务办理》和《公司章程》等相关规定，公司对 2025 年股权激励计划（以下简称"本次激励计划"）激励对象名单的姓名和职 务在公司内部进行了公示。公司董 ...

Group 1 - The A-share market in September concluded with significant stock performance, with the top gainers including Shoukai Co., which rose by 181.2%, and Haibo Sichuang, which increased by 153.52% [1] - Other notable stocks that saw gains exceeding 100% include Pinming Technology, Tiangpu Co., Demingli, Shannon Chip Creation, Online and Offline, and Lanfeng Biotechnology, ranking from 3rd to 8th in terms of percentage increase [1] Group 2 - The formation of a MACD golden cross signal indicates a positive trend for certain stocks, suggesting potential upward momentum in their prices [2]

证券之星消息，9月30日农化制品板块较上一交易日上涨1.86%，蓝丰生化领涨。当日上证指数报收于 3882.78，上涨0.52%。深证成指报收于13526.51，上涨0.35%。农化制品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002513 | 蓝丰生化 | 10.40 | 10.05% | 42.34万 | | 4.38亿 | | 603810 | 丰山集团 | 17.28 | 9.99% | 10.27万 | | · 1.76亿 | | 603077 | 和邦生物 | 2.08 | 6.67% | 520.46万 | | 10.90亿 | | 002895 | 川恒股份 | 29.26 | 5.03% | 22.30万 | | 6.45亿 | | 600141 | 兴发集团 | 28.17 | 3.38% | 25.35万 | | 7.06亿 | | 000792 | 盐湖股份 | 20.85 | 3.17% | 88.65万 | | 18.37亿 ...

Core Viewpoint - A total of 52 stocks hit the daily limit up, with 10 stocks achieving consecutive limit-ups, indicating strong market activity and investor interest in specific sectors [1] Group 1: Stock Performance - Bluefeng Biochemical (002513) achieved a 7-day consecutive limit-up [1] - Shanzi Gaoke (000981), benefiting from low prices and chip concepts, recorded 8 limit-ups in 13 days [1] - Huajian Group (600629), a stock related to Shanghai microelectronics, saw 8 limit-ups over 14 days [1] Group 2: Sector Highlights - The non-ferrous metal sector showed strong performance throughout the day [1] - Jingyi Co., Ltd. (002295) achieved 4 limit-ups in 5 days [1] - Boqian New Materials (605376) recorded 2 consecutive limit-ups [1]

Group 1 - A total of 52 stocks reached the daily limit up, with 10 stocks achieving consecutive limit ups [1] - 23 stocks attempted to limit up but failed, resulting in a limit up rate of 69% (excluding ST and delisted stocks) [1] - Notable stocks include Lanfeng Biochemical with 7 consecutive limit ups, Shanzi Gaoke with 8 limit ups in 13 days, and Huajian Group with 8 limit ups in 14 days [1] Group 2 - The non-ferrous metal sector showed strong performance throughout the day, with Jingyi Co. achieving 4 limit ups in 5 days and Boqian New Materials achieving 2 consecutive limit ups [1]

Group 1: Industry Performance - The chemical raw materials index increased by 0.40%, and the chemical machinery index rose by 1.28%, while the remaining five indices in the petroleum and chemical sectors declined [1] - The chemical pharmaceutical index decreased by 2.36%, and the pesticide and fertilizer index fell by 1.63% [1] - The petroleum processing index dropped by 0.20%, the petroleum extraction index remained stable, and the petroleum trade index decreased by 1.32% [1] Group 2: Commodity Prices - International crude oil prices saw a significant increase, with West Texas Intermediate crude oil futures settling at $65.72 per barrel, up 4.85% from September 19, and Brent crude oil futures at $70.13 per barrel, up 5.17% [1] - The top five rising petrochemical products included liquid chlorine up by 37.07%, paraquat mother liquid up by 6.25%, lithium battery electrolyte up by 5.71%, hydrogen peroxide up by 4.64%, and fluorite 97 wet powder up by 4.09% [1] - The top five declining petrochemical products included vitamin E down by 7.07%, sulfuric acid down by 6.54%, vitamin B6 down by 5.83%, methyl acrylate down by 5.59%, and dichloromethane down by 3.83% [1] Group 3: Capital Market Performance - The top five rising listed chemical companies were Lanfeng Biochemical up by 61.16%, Shuangwei New Materials up by 44.81%, Huarsoft Technology up by 31.83%, United Chemical up by 27.93%, and Asia-Pacific Industry up by 27.66% [2] - The top five declining listed chemical companies were Jinpu Titanium down by 23.15%, Hanwei Technology down by 18.80%, Sanwei Co. down by 14.29%, Hongda Co. down by 13.56%, and Bingyang Technology down by 11.93% [2]

Core Insights - The stock of Lanfeng Biochemical has reached its daily limit up for seven consecutive trading days, with a current price of 10.40 yuan and a turnover rate of 11.04% [2] - During this period, the stock has accumulated a total increase of 95.12% and a cumulative turnover rate of 131.01% [2] - The latest total market capitalization of A-shares is 36.98 billion yuan, with a circulating market capitalization of 27.58 billion yuan [2] Trading Performance - On September 29, 2025, the stock rose by 10.01% with a turnover rate of 25.63% and a net inflow of main funds amounting to -31.50 million yuan [2] - On September 26, 2025, the stock increased by 9.99% with a turnover rate of 32.18% and a net inflow of main funds amounting to -14.54 million yuan [2] - On September 25, 2025, the stock rose by 10.00% with a turnover rate of 31.16% and a net inflow of main funds amounting to 9.57 million yuan [2] Market Activity - The stock has appeared on the Dragon and Tiger list three times due to a cumulative deviation in the increase of 20% over three trading days, a daily turnover rate of 20%, and a daily amplitude of 15% [2] - Institutional investors have net bought 6.64 million yuan, while total net purchases from brokerage seats amounted to 22.97 million yuan [2]

Core Viewpoint - Bluefeng Biochemical (SZ002513) experienced a limit-up on September 30, 2025, with a price of 9.45 yuan, marking a 10.05% increase, and a total market capitalization of 3.698 billion yuan [1] Group 1: Business Transformation and Performance - Bluefeng Biochemical is transitioning from traditional agricultural chemicals to a dual business model of "agricultural chemicals + photovoltaic new energy," with photovoltaic revenue accounting for 77.39% and a year-on-year growth of 71.04% [2] - The company has achieved an industry-leading mass production efficiency of 26.5% for N-type TOPCon batteries, attracting market attention due to the promising outlook of the photovoltaic industry [2] Group 2: Incentive Plans and Financial Improvement - The company launched a restricted stock incentive plan covering 109 core employees, which is expected to enhance employee motivation and overall operational efficiency, with performance assessment targets set for 2024-2026 [2] - In the first half of 2025, the company's net loss decreased by 67.87% year-on-year, indicating improved operational efficiency and a positive trend [2] Group 3: Market Activity and Stock Performance - On September 29, 2025, Bluefeng Biochemical was included in the "Dragon and Tiger List," with a trading volume of 634 million yuan, driven by net buying from retail and institutional investors [2] - The recent activity in the agricultural chemical products sector may have contributed to the stock's limit-up performance [2]

New Stock Issuance - New stock issuance for Daoshengtianhe (Code: 780026) priced at 5.98 RMB on September 29, 2025[1] - Offer period for the acquisition of Shangwei New Materials (Code: 688585) is from September 29, 2025, to October 28, 2025[1] Delisting and Trading Alerts - Zitian Tui (Code: 300280) is in the delisting preparation period with 4 trading days remaining until the last trading day[1] - Significant abnormal fluctuations reported for Kaipu Cloud (Code: 688228) on September 25, 2025[1] Recent Announcements - Multiple companies including Zhonghuan Hailu (Code: 301040) and Shenhuafa A (Code: 000020) have recent announcements regarding their stock activities[1] - A total of 30 companies have made announcements regarding stock fluctuations and trading activities in the past week[1]

Market Overview - A total of 53 stocks hit the daily limit, with 22 stocks experiencing a limit break, resulting in a sealing rate of 71%. The market showed a strong upward trend throughout the day, with all three major indices rising. The Shanghai and Shenzhen stock exchanges recorded a trading volume of 2.16 trillion yuan, an increase of 146 billion yuan compared to the previous trading day. The sectors that performed well included securities, non-ferrous metals, and solid-state batteries, while education, pork, and coal sectors saw declines. The Shanghai Composite Index rose by 0.90%, the Shenzhen Component Index increased by 2.05%, and the ChiNext Index gained 2.74% [1][3]. Stock Performance Analysis - The consecutive board advancement rate rose to 44.44%, with most stocks moving from two to three consecutive boards. Notably, the stock of Bluefeng Biochemical achieved six consecutive boards, while other stocks like Pinming Technology and Huajian Group also showed strong performances. However, high-level stocks exhibited mixed results, with some experiencing significant declines. The market sentiment appears to be recovering, indicating potential for continued upward movement post-holiday [3][4]. Key Sector Highlights Energy Storage - The demand for domestic energy storage cells is robust, with leading battery manufacturers reporting full production schedules and some orders extending into early next year. This has led to a surge in the energy storage sector, with stocks like Wanrun New Energy hitting the daily limit and companies like Haibo Shichuang and Sunshine Power reaching historical highs. The entire lithium battery and energy storage sector is seeing increased activity, particularly in upstream material stocks [4][17]. Robotics - Meta's investment in humanoid robots is comparable to its previous investments in augmented reality, with plans to invest billions in related research. Tesla also aims to produce thousands of Optimus robots this year, with plans to increase production tenfold by 2026. The robotics supply chain is showing strong performance, with stocks like Ningbo Huaxiang and Sanhua Intelligent Control reaching historical highs. The domestic robotics market is expected to see explosive growth in shipments, benefiting core component suppliers [5][14]. Semiconductor Industry - The approval of the IPO application for domestic computing chip company Moore Threads marks a significant milestone, taking only 88 days from acceptance to approval. This news has positively impacted related stocks, with companies like Chuling Information and Yingqu Technology seeing strong rebounds. The semiconductor industry remains buoyant, with several companies expected to report substantial earnings growth in the upcoming quarterly reports [6][29]. Financial Sector - The Ministry of Finance reported a significant increase in securities transaction stamp duty, with a year-on-year growth of 81.7% to 118.7 billion yuan. This reflects the high activity in the capital markets, leading to a resurgence in the brokerage sector, with stocks like Huatai Securities and Guosheng Financial hitting the daily limit. The market sentiment is reminiscent of last year's bullish trends, suggesting potential for further speculation in the brokerage sector [7][27]. Future Market Outlook - The market experienced a notable rebound, with the Shenzhen Component Index and ChiNext Index both recovering from previous declines. The overall market sentiment improved, with over 3,500 stocks closing in the green. The Shanghai Composite Index is expected to face upward momentum, supported by multiple short-term moving averages. The small-cap stocks are also showing signs of recovery, indicating potential for a resurgence in market activity [8].