安徽省司尔特肥业股份有限公司公告 证券代码：002538 证券简称：司尔特 公告编号：2025-48 安徽省司尔特肥业股份有限公司 关于部分董事、高级管理人员增持股份计划时间过半的进展 公告 本次增持人员保证向本公司提供的信息内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、增持计划的基本情况：安徽省司尔特肥业股份有限公司（以下简称"公 司"）于2025年9月16日披露了《关于部分董事、高级管理人员增持公司股份的 公告》（公告编号：2025-37），董事长、总经理袁其荣先生，董事、副总经理 袁鹏先生，董事会秘书吴昌昊先生将根据市场情况，计划自上述公告披露之日起 3个月内通过集中竞价交易方式增持公司股份，董事长、总经理袁其荣先生拟增 持金额不低于人民币300万元，不超过人民币600万元（含）；董事、副总经理袁 鹏先生增持金额不低于人民币50万元，不超过人民币100万元（含）；董事会秘 书吴昌昊先生增持金额不低于人民币25万元，不超过人民币50万元（含）。 2、增持计划进展：截至本报告披露 ...

Core Viewpoint - The stock of Si Er Te has experienced fluctuations, with a recent decline of 2.00% and a market capitalization of 5.019 billion yuan, indicating a mixed investor sentiment and potential liquidity concerns [1]. Company Overview - Si Er Te, established in 1997 and listed in 2011, is located in the Wangxi Industrial Park of Ningguo Economic and Technological Development Zone, Anhui Province. The company specializes in the research, production, sales, and service of various fertilizers, including compound fertilizers, ammonium phosphate, and ecological fertilizers [2]. - The revenue composition of Si Er Te includes: 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 [2]. Financial Performance - For the period from January to September 2025, Si Er Te reported a revenue of 3.225 billion yuan, reflecting a year-on-year growth of 5.27%. However, the net profit attributable to shareholders decreased by 36.49% to 155 million yuan [2]. - Since its A-share listing, Si Er Te has distributed a total of 1.459 billion yuan in dividends, with 529 million yuan distributed over the past three years [3]. Shareholder and Market Activity - As of September 30, 2025, the number of shareholders for Si Er Te was 41,000, a decrease of 8.55% from the previous period. The average circulating shares per person increased by 9.36% to 20,837 shares [2]. - The stock has seen a year-to-date increase of 6.91%, with a 1.20% rise over the last five trading days and a 13.08% increase over the last 20 days [2].

Core Viewpoint - The stock of Sierte has shown a positive trend with a year-to-date increase of 7.82%, and significant gains in recent trading periods, indicating potential investor interest and market confidence in the company [2]. Group 1: Stock Performance - As of October 29, Sierte's stock price increased by 2.07%, reaching 5.93 CNY per share, with a total market capitalization of 5.062 billion CNY [1]. - The stock has experienced a 10.02% increase over the last five trading days, a 16.05% increase over the last 20 days, and a 6.08% increase over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Sierte reported a revenue of 3.225 billion CNY, reflecting a year-on-year growth of 5.27%. However, the net profit attributable to shareholders decreased by 36.49% to 155 million CNY [2]. - The company's main revenue sources include compound fertilizers (51.84%), monoammonium phosphate (30.78%), and mineral resources (11.52%) [2]. Group 3: Shareholder Information - As of September 30, 2025, Sierte had approximately 41,000 shareholders, a decrease of 8.55% from the previous period, with an average of 20,837 circulating shares per shareholder, which is an increase of 9.36% [2]. - The company has distributed a total of 1.459 billion CNY in dividends since its A-share listing, with 529 million CNY distributed over the last three years [3].

Market Overview - The agricultural chemical sector saw a slight increase of 0.02% on October 28, with Chengxing Co. leading the gains [1] - The Shanghai Composite Index closed at 3988.22, down 0.22%, while the Shenzhen Component Index closed at 13430.1, down 0.44% [1] Top Performers - Chengxing Co. (600078) closed at 9.63, up 10.06% with a trading volume of 515,900 shares and a transaction value of 479 million [1] - Dongfang Tieta (002545) closed at 16.87, up 7.25% with a trading volume of 599,200 shares and a transaction value of 1.012 billion [1] - Suli Co. (603585) closed at 20.14, up 5.33% with a trading volume of 103,800 shares and a transaction value of 204 million [1] Underperformers - Nongxin Technology (001231) closed at 25.66, down 10.00% with a trading volume of 170,100 shares and a transaction value of 466 million [2] - Lanfeng Biochemical (002513) closed at 8.00, down 8.05% with a trading volume of 744,400 shares and a transaction value of 607 million [2] - Lianhua Technology (002250) closed at 11.40, down 5.94% with a trading volume of 858,700 shares and a transaction value of 983 million [2] Capital Flow - The agricultural chemical sector experienced a net outflow of 222 million from institutional investors, while retail investors saw a net inflow of 181 million [2] - The top net inflows from retail investors were observed in Dongfang Tieta (002545) with 78.43 million, while Chengxing Co. (600078) saw a net outflow of 42.07 million [3]

Market Performance - The agricultural chemical sector increased by 1.42% on October 27, with Dongfang Tieta leading the gains [1] - The Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] Top Gainers in Agricultural Chemical Sector - Dongfang Tieta (002545) closed at 15.73, up 10.00% with a trading volume of 353,000 shares and a turnover of 538 million yuan [1] - Nongxin Technology (001231) closed at 28.51, up 9.99% with a trading volume of 172,100 shares and a turnover of 436 million yuan [1] - Sierte (002538) closed at 5.72, up 5.54% with a trading volume of 494,000 shares and a turnover of 281 million yuan [1] Market Capital Flow - The agricultural chemical sector saw a net inflow of 260 million yuan from institutional investors, while retail investors experienced a net inflow of 35.13 million yuan [2] - Retail investors withdrew 295 million yuan from the sector [2] Individual Stock Capital Flow - Salt Lake Co. (000792) had a net inflow of 14.7 million yuan from institutional investors, but a net outflow of 160 million yuan from retail investors [3] - Dongfang Tieta (002545) experienced a net inflow of 75.26 million yuan from institutional investors, with retail investors withdrawing 44.32 million yuan [3] - Nongxin Technology (001231) had a net inflow of 27.83 million yuan from institutional investors, while retail investors withdrew 18.29 million yuan [3]

Market Overview - The Shanghai Composite Index closed at 3986.15 points, above the annual line, with a gain of 0.91% [1] - The total trading volume of A-shares reached 1,933.9 billion yuan [1] Stocks Breaking Annual Line - A total of 63 A-shares have surpassed the annual line today, with notable stocks including Yongfu Co., Guotai Group, and Zhixiang Jintai, showing significant deviation rates of 15.69%, 7.57%, and 4.76% respectively [1] - Stocks with smaller deviation rates that just crossed the annual line include Changshan Beiming, Shangpin Home, and Lijiang Co. [1] Top Performers - Yongfu Co. (300712) saw a price increase of 18.71% with a turnover rate of 11.12%, latest price at 28.93 yuan, and a deviation rate of 15.69% [1] - Guotai Group (603977) increased by 10.00%, with a turnover rate of 6.21%, latest price at 13.53 yuan, and a deviation rate of 7.57% [1] - Zhixiang Jintai (688443) rose by 6.73%, with a turnover rate of 6.96%, latest price at 30.15 yuan, and a deviation rate of 4.76% [1] Additional Notable Stocks - Dahua Intelligent (002512) increased by 10.09% with a deviation rate of 4.08% [1] - Sierte (002538) rose by 5.90% with a deviation rate of 3.82% [1] - Tianyin Electromechanical (300342) increased by 4.23% with a deviation rate of 3.78% [1]

Group 1 - The company, Si Er Te (002538), reported a revenue of 1.043 billion yuan for the third quarter of 2025, representing a year-on-year increase of 1.55% [1] - The net profit for the third quarter was 60.1149 million yuan, showing a year-on-year decline of 26.04% [1]

Core Viewpoint - The company reported a slight increase in revenue for Q3 2025, but a significant decline in net profit compared to the previous year [1] Financial Performance - The company achieved an operating revenue of 1.043 billion yuan in Q3 2025, representing a year-on-year growth of 1.55% [1] - The net profit attributable to shareholders was 60.1149 million yuan, which reflects a year-on-year decrease of 26.04% [1] - The basic earnings per share stood at 0.0704 yuan [1]

Group 1 - The company Sierte (SZ 002538) held its seventh second board meeting on October 24, 2025, where it reviewed the proposal for the reappointment of the accounting firm [1] - For the first half of 2025, Sierte's revenue composition was as follows: chemical fertilizer manufacturing accounted for 88.14%, mining industry for 11.56%, and health sector for 0.3% [1] - As of the report, Sierte's market capitalization stood at 4.6 billion yuan [1]

Core Viewpoint - The company reported a revenue increase of 5.27% year-on-year for the first three quarters of 2025, but net profit decreased significantly by 37.89% [1] Financial Performance - The company's operating revenue for the first three quarters reached 3.225 billion yuan [1] - Net profit attributable to shareholders was 155 million yuan, showing a year-on-year decline of 37.89% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 146 million yuan, also down 37.22% year-on-year [1] - Basic earnings per share were reported at 0.1819 yuan [1]