每周为您精选有价值的新闻 读一读 洞悉农资新动态 据国家发展改革委2月5日消息，为保障2026年春耕及全年农业生产用肥需求，国家发展改革委近日发布 通知，从保障化肥生产原料供应，稳定化肥生产；促进化肥顺畅流通；加强化肥储备管理；加强化肥进 出口服务管理；加强化肥市场监管；推进科学施肥等六方面，全面部署做好2026年春耕及全年化肥保供 稳价工作。 2026年中央一号文件如期发布，这是党的十八大以来，中央连续出台的第14个聚焦"三农"的纲领性文 件，在"十五五"开局的关键节点，文件以农业农村现代化为核心锚点，将粮食安全保障与绿色发展深度 绑定，为农资行业划定了从"量的保障"向"质的提升"转型的清晰路径。从化肥、农药的绿色升级，到种 业、农机的科技创新，再到全产业链的服务转型，一系列政策部署不仅为农资行业发展筑牢政策基石， 更催生了绿色化、智能化、服务化的全新产业机遇，推动农资行业在农业新质生产力发展中扛起核心支 撑重任。 @产业要闻 @农业聚焦 @市场分析 @企业动态 产业要闻 近日，广西壮族自治区市场监管局联合广西消费者权益保护委员会召开化肥共性问题警示约谈会。广西 质检院化工检验所相关负责人在通报近期化肥专项 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 受损股民可至新浪股民维权平台登记该公司维权：http://wq.finance.sina.com.cn/ 关注@新浪证券、微信关注新浪券商基金、百度搜索新浪股民维权、访问新浪财经客户端、 新浪财经首页都能找到我 一、投资者索赔要求 上海沪紫律师事务所刘鹏律师团队目前仍在征集受损投资者中。回溯此案，2025年9月1日，司尔特（维 权）公告称收到中国证监会对公司送达的《立案告知书》。公司因涉嫌信息披露违法违规，中国证监会 决定对公司进行立案。（刘鹏律师专栏） 不过早早2025年4月，安徽证监局就对司尔特出具了《关于对安徽省司尔特肥业股份有限公司采取责令 改正措施的决定》，发现公司全资子公司贵州路发实业有限公司在2021年至2023年期间与多家公司的业 务不真实，成本费用核算不符合企业会计准则，导致公司定期报告披露不准确。 相关法律法规规定，受损投资者可通过法律途径挽回损失。暂定符合以下任意区间的投资者可参与索 赔：（司尔特维权入口） 1、于2022年4月20日至2025年4月22日之间买入，且在2025年4月23日（含当日）之后卖出或仍持有； 2、于2025年9月 ...

Group 1 - The agricultural chemical sector increased by 1.05% on January 23, with Zhongqi Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] - Notable stock performances included Zhongqi Co., Ltd. with a closing price of 6.98, up 10.97%, and Zhongnong United with a closing price of 60.61, up 10.03% [1] Group 2 - The agricultural chemical sector experienced a net outflow of 258 million yuan from institutional investors, while retail investors saw a net inflow of 254 million yuan [2] - The top stocks by net inflow from retail investors included Chuanfa Longmang with a net inflow of 1.32 billion yuan and Chengxing Co., Ltd. with a net inflow of 8.44 million yuan [3] - The overall trading volume for the agricultural chemical sector was significant, with stocks like Chengxing Co., Ltd. and Dongfang Iron Tower recording high transaction amounts of 12.32 billion yuan and 11.16 billion yuan respectively [1][2]

"经本院依法审查查明：时任司尔特公司董事长金国清（另案处理），为套取资金进入私设'小金库'， 安排他人在无真实货物交易的情况，与安徽某农资贸易有限公司、安徽某农资有限公司签订虚假采购尿 素合同以套取资金，该两家公司同时将富余的增值税专用发票开具给司尔特。……金国清等人为套取资 金制造销售有机肥的虚假流水以此骗取政府补贴，在2020年1月至2022年2月期间与安徽某农资贸易有限 公司、凤阳县某农资有限公司、安徽省某农资股份有限公司、安徽某农资有限公司签订虚假采购尿素合 同以套取资金，该四家公司同时将富余的增值税专用发票开具给司尔特公司。……本院认为，安徽省司 尔特肥业股份有限公司不以骗取国家税款为目的而虚开增值税专用发票，不构成犯罪。依照《中华人民 共和国刑事诉讼法》第一百七十七条第一款的规定，决定对安徽省司尔特肥业股份有限公司不起诉。" 格隆汇1月21日丨司尔特(002538.SZ)公布，公司收到安徽省宣城市宣州区人民检察院送达的《不起诉决 定书》（宣州检刑不诉〔2026〕8号）。公司于2025年9月30日发布《关于公司收到 <移送审查起诉告知 书> 和 <委托诉讼代理人 申请法律援助告知书="申请法律援助告 ...

"经本院依法审查查明：时任司尔特公司董事长金国清（另案处理），为套取资金进入私设'小金库'， 安排他人在无真实货物交易的情况，与安徽某农资贸易有限公司、安徽某农资有限公司签订虚假采购尿 素合同以套取资金，该两家公司同时将富余的增值税专用发票开具给司尔特。……金国清等人为套取资 金制造销售有机肥的虚假流水以此骗取政府补贴，在2020年1月至2022年2月期间与安徽某农资贸易有限 公司、凤阳县某农资有限公司、安徽省某农资股份有限公司、安徽某农资有限公司签订虚假采购尿素合 同以套取资金，该四家公司同时将富余的增值税专用发票开具给司尔特公司。……本院认为，安徽省司 尔特肥业股份有限公司不以骗取国家税款为目的而虚开增值税专用发票，不构成犯罪。依照《中华人民 共和国刑事诉讼法》第一百七十七条第一款的规定，决定对安徽省司尔特肥业股份有限公司不起诉。" 格隆汇1月21日丨司尔特（维权）(002538.SZ)公布，公司收到安徽省宣城市宣州区人民检察院送达的 《不起诉决定书》（宣州检刑不诉〔2026〕8号）。公司于2025年9月30日发布《关于公司收到<移送审 查起诉告知书>和<委托诉讼代理人/申请法律援助告知书>的公告》,对公 ...

安徽省司尔特肥业股份有限公司公告 安徽省司尔特肥业股份有限公司 关于收到《不起诉决定书》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、 误导性陈述或者重大遗漏。 2026年1月21日，安徽省司尔特肥业股份有限公司（以下简称"公司"）收 到安徽省宣城市宣州区人民检察院送达的《不起诉决定书》（宣州检刑不诉〔2026〕 8号）（以下简称"《决定书》"），现将相关信息披露如下： 一、前期信息披露情况 公司于2025年9月30日发布《关于公司收到<移送审查起诉告知书>和<委托诉 讼代理人/申请法律援助告知书>的公告》,对公司可能涉嫌单位犯罪的情况进行 了披露。除公司可能涉嫌单位犯罪外，公司在"金政辉等人涉嫌职务侵占一案" 中的身份为受害人。 二、《决定书》的主要内容 "经本院依法审查查明： 证券代码：002538 证券简称：司尔特 公告编号：2026-1 本院认为，安徽省司尔特肥业股份有限公司不以骗取国家税款为目的而虚开 增值税专用发票，不构成犯罪。依照《中华人民共和国刑事诉讼法》第一百七十 七条第一款的规定，决定对安徽省司尔特肥业股份有限公司不起诉。" 安徽省司尔特肥业股份有限公司公告 三 ...

Core Viewpoint - The straw industry in China is deeply integrated with agriculture, energy, chemicals, and building materials, forming various industrial chains that enhance rural employment and farmers' income while creating indirect economic value through the substitution of petrochemical and wood resources [2][10]. Market Policy - The Chinese government has implemented a series of policies to promote comprehensive utilization of straw, including subsidies, market construction, and incentive measures, providing a favorable policy environment for the development of the straw recycling and processing industry [2][10][12]. - Key policies include the "Air Quality Continuous Improvement Action Plan," which emphasizes the comprehensive utilization of straw and the prohibition of burning, aiming to stabilize the comprehensive utilization rate of straw above 86% [12][10]. Utilization Volume and Rate - The comprehensive utilization of straw in China is projected to increase from 555 million tons in 2024 to 647 million tons, with feed usage accounting for approximately 18.4%, raw material and substrate fields about 1.8%, edible fungus substrate around 2.3%, and fuel fields about 8.2% [2][10]. - The comprehensive utilization rate of straw is expected to rise from 77.7% in 2024 to 88.3%, with the market size growing from 147.63 billion yuan to 205.10 billion yuan [2][10]. Industry Chain - The straw industry chain in China consists of three levels: upstream resource supply and equipment manufacturing, midstream processing and technology conversion, and downstream diversified applications, moving towards scale, high value, and intelligence [13][14]. - The upstream includes straw resource sources, collection, storage, and machinery, while the midstream focuses on processing and technology conversion, leading to applications in agriculture, energy, building materials, and environmental protection [13][14]. Related Companies - Listed companies involved in the straw industry include Sierte (002538), Yili Group (600887), Huarui Agriculture (833462.NQ), Xuerong Biological (300511), Shouxiangu (603896), Disen Co. (300335), Changqing Group (002616), Sun Paper (002078), and Shengquan Group (605589) [2].

证券之星消息，12月31日农化制品板块较上一交易日下跌0.17%，司尔特领跌。当日上证指数报收于 3968.84，上涨0.09%。深证成指报收于13525.02，下跌0.58%。农化制品板块个股涨跌见下表： 从资金流向上来看，当日农化制品板块主力资金净流出6230.69万元，游资资金净流出2679.06万元，散户 资金净流入8909.76万元。农化制品板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000792 | 盐湖股份 | 1.36亿 | 4.87% | 2617.96万 | 0.94% | -1.62 Z | -5.81% | | 001231 农心科技 | | 5888.07万 | 26.30% | -2649.57万 | -11.84% | -3238.50万 | -14.47% | | 603360 百傲化学 | | 3820.27万 | 11.75% | -1378.16万 | ...

Group 1: Company Overview - Sichuan Siert Fertilizer Co., Ltd. is located in the Wangxi Industrial Park of Ningguo Economic and Technological Development Zone, Anhui Province, and was established on November 5, 1997. The company was listed on January 18, 2011. Its main business includes the research, production, sales, and service of various fertilizers, including compound fertilizers, ammonium phosphate, and ecological fertilizers [1]. - The revenue composition of the company is as follows: 51.84% from compound fertilizers, 30.78% from ammonium phosphate, 11.52% from mineral resources, 5.58% from other products, and 0.28% from medical services [1]. Group 2: Financial Performance - As of September 30, 2025, the company achieved an operating income of 3.225 billion yuan, representing a year-on-year growth of 5.27%. However, the net profit attributable to shareholders decreased by 36.49% to 155 million yuan [2]. - The company has cumulatively distributed 1.459 billion yuan in dividends since its A-share listing, with 529 million yuan distributed over the past three years [3]. Group 3: Shareholder and Market Activity - As of December 29, 2023, the company had a total of 41,000 shareholders, a decrease of 8.55% from the previous period. The average number of circulating shares per shareholder increased by 9.36% to 20,837 shares [2]. - On December 29, 2023, the company recorded a financing buy-in amount of 7.3799 million yuan, with a net financing buy of -3.8966 million yuan. The total financing balance reached 340 million yuan, accounting for 6.02% of the circulating market value, which is above the 80th percentile of the past year [1].

Core Viewpoint - The company announced a share buyback plan involving key executives, reflecting their confidence in the company's long-term investment value and development strategy [5]. Group 1: Buyback Plan Overview - The company disclosed a buyback plan on September 16, 2025, where key executives, including the chairman and general manager, plan to purchase shares within three months [2]. - The planned investment amounts are as follows: Chairman and General Manager Yuan Qirong intends to invest between RMB 3 million and RMB 6 million; Vice General Manager Yuan Peng plans to invest between RMB 500,000 and RMB 1 million; and Secretary Wu Changhao aims to invest between RMB 250,000 and RMB 500,000 [2][8]. Group 2: Implementation Details - From September 16, 2025, to December 15, 2025, the buyback was executed successfully, with Yuan Qirong acquiring 588,500 shares (0.069% of total shares) for RMB 3.1 million; Yuan Peng acquiring 98,000 shares (0.011%) for RMB 511,700; and Wu Changhao acquiring 50,000 shares (0.006%) for RMB 261,300 [3][4]. - The total shares bought back amounted to 736,500 shares, representing 0.086% of the total share capital, with a total expenditure of RMB 3,873,179 [10]. Group 3: Compliance and Commitments - The buyback plan complies with relevant laws and regulations, ensuring that it does not affect the company's share distribution or control [10]. - The executives committed to not selling their shares for six months following the completion of the buyback and to adhere to all legal regulations during the buyback period [9].