（编辑 袁冠琳） 证券日报网讯 司尔特9月12日发布公告，在公司回答调研者提问时表示，公司将根据经营情况，通过利 润分配的方式回馈投资者。鉴于未来公司贵州磷矿及磷化工项目有较大的资金需求，公司结合中长期及 短期资金安排，暂不考虑实施股份回购。 ...

Group 1 - The company announced on September 12 that it will continue to promote the development of traditional compound fertilizer as its main business and the integrated mining operation as its business goal in the coming years [1] - Revenue from compound fertilizer and the Mingniwan phosphate mine will be the key profit drivers in the coming years [1] - The company plans to increase investment in integrated mining operations [1]

证券日报网讯司尔特（002538）9月12日发布公告，在公司回答调研者提问时表示，贵州磷化和公司存 在磷矿石采购业务合作。 ...

Core Viewpoint - The company, Sier Te (002538), announced on September 12 that it will comprehensively assess financing methods and specific plans based on long-term and short-term funding needs, financing conditions, and industrial resources [1] Group 1 - The company is open to various financing methods depending on multiple factors [1]

Group 1 - The company, Sier Te (002538), announced on September 12 that as of June 30, 2025, the total number of shareholders was 44,794 [1]

Core Viewpoint - The company, Si Er Te, is under investigation by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure laws, highlighting significant issues in corporate governance and internal control mechanisms [1][2]. Group 1: Investigation and Regulatory Actions - On September 1, Si Er Te announced it received a notice from the CSRC regarding an investigation for suspected violations of information disclosure laws [1]. - The CSRC's Anhui branch conducted on-site inspections from January to March 2023, uncovering discrepancies in the financial reporting of Si Er Te and its subsidiary, Guizhou Lufang [1]. - The company acknowledged that from 2021 to 2023, its labor engineering business and cost accounting practices were not in compliance with accounting standards, leading to inaccurate disclosures [1]. Group 2: Internal Issues and Management Response - The company identified that certain former management personnel were involved in fabricating costs and misappropriating funds, which may still affect financial statements [2]. - The case has been escalated for further investigation, and the company is cooperating with authorities, indicating positive progress [2]. - The independent director expressed concerns over the accuracy of future financial reports, emphasizing the need for improved governance and compliance in information disclosure [3]. Group 3: Implications for Corporate Governance - Legal experts highlighted that the Si Er Te incident reflects failures in corporate governance and internal controls, stressing the importance of integrating compliance into daily management practices [2]. - There are expectations that companies should bear responsibility for investor losses resulting from fabricated transactions affecting financial statements [3].

Group 1: Legal and Compliance Issues - The case involving Huang has been escalated for handling as of April 2025, and the company believes there has been positive progress in the case [3] - The company does not foresee a risk of delisting due to continuous false records over the past three years based on their cooperation with investigations [3][4] - The main personnel involved in the case have been subjected to compulsory measures by law enforcement [3] Group 2: Financial Performance and Stock Management - The company reported a significant increase in inventory, with a total amount of CNY 1.094 billion, reflecting a year-on-year increase of 30.69% [10] - The increase in inventory is primarily due to production and stockpiling of phosphate ammonium for export [10] - The company does not currently plan to repurchase shares due to substantial funding needs for future projects [9][10] Group 3: Operational Developments - The company is accelerating the approval process for the Yongwen phosphate mine, which has faced delays due to previous legal issues [6][10] - The company is focusing on traditional compound fertilizer business and mineral integration as key profit growth areas for the next few years [10] - The company has a partnership with Guizhou Phosphate for phosphate ore procurement [7] Group 4: Investor Relations and Shareholder Concerns - The company has received suggestions from shareholders regarding stock buybacks and management share purchases to stabilize market value [9] - The total number of shareholders as of June 30, 2025, is 44,794 [12] - The independent director has expressed concerns about the accuracy of financial reports due to previous management's misconduct, but has recognized the current management's efforts [8]

Core Viewpoint - The company Sierte is under investigation by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure laws, which may lead to potential compensation claims from affected investors [1][2]. Group 1: Financing and Market Position - On September 10, Sierte received financing buy-ins amounting to 9.88 million yuan, accounting for 38.92% of the total buy-in amount for that day [1]. - The current financing balance for Sierte is 299 million yuan, representing 6.75% of its market capitalization, which is below the historical 50th percentile level [1]. Group 2: Legal and Compliance Issues - On September 1, Sierte announced that it received a notice of investigation from the CSRC due to suspected violations of information disclosure laws, as per the Securities Law and Administrative Penalty Law of the People's Republic of China [1]. - Affected investors who purchased Sierte shares between April 20, 2022, and April 25, 2025, and held them until the market close on April 25, 2025, may be eligible for compensation [1]. - On April 30, Sierte disclosed that some board members could not guarantee the authenticity and completeness of the 2024 annual report and the 2025 first-quarter report due to ongoing legal issues related to a case of embezzlement [2]. Group 3: Company Operations - Sierte has participated in 300 bidding projects and holds 96 trademark registrations, indicating its active engagement in business operations and intellectual property management [2].

9月9日，司尔特（维权）涨1.36%，成交额1.01亿元。两融数据显示，当日司尔特获融资买入额1373.39 万元，融资偿还777.39万元，融资净买入596.00万元。截至9月9日，司尔特融资融券余额合计2.92亿 元。 融券方面，司尔特9月9日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元；融 券余量0.00股，融券余额0.00元，超过近一年70%分位水平，处于较高位。 融资方面，司尔特当日融资买入1373.39万元。当前融资余额2.92亿元，占流通市值的6.56%，融资余额 低于近一年40%分位水平，处于较低位。 资料显示，安徽省司尔特肥业股份有限公司位于安徽省宁国经济技术开发区汪溪园区，成立日期1997年 11月5日，上市日期2011年1月18日，公司主营业务涉及各类磷复肥、专用测土配方肥、生态肥料及新型 肥料等肥料的研发、生产、销售与服务。主营业务收入构成为：三元复合肥51.84%，磷酸一铵 30.78%，矿资源类11.52%，其他及副产品5.58%，医疗服务0.28%。 机构持仓方面，截止2025年6月30日，司尔特十大流通股东中，香港中央结算有限公司位居第四大流通 ...

证券日报网讯 9月9日晚间，司尔特发布公告称，公司第六届董事会第二十三次（临时）会议审议通过 了《关于修订的议案》等多项议案。 （文章来源：证券日报） ...