Group 1 - Company signed an equity increase agreement to acquire 49% stake in Shenglong Mining for 49 million yuan, focusing on the development of the Erba phosphate-lead-zinc mine in Sichuan with a resource reserve of approximately 29.27 million tons of phosphate rock [1] - The company plans to provide up to 500 million yuan in loans to Shenglong Mining, with a term of no more than 5 years, at the 5-year LPR loan rate, to support the mine's resumption of production [1] - The Erba mine will ensure a stable supply of phosphate rock for the company, enhancing its raw material sourcing [2] Group 2 - The Erba mine is characterized as high magnesium, low silicon, and low iron-aluminum phosphate rock, which complements the medium magnesium and medium silicon phosphate rock from Leibo Company [2] - This combination is expected to optimize the company's wet-process phosphoric acid production in Hubei, improving the overall utilization rate of phosphate resources [2] - The company aims to produce high-quality refined phosphoric acid, industrial-grade monoammonium phosphate, and water-soluble monoammonium phosphate, further enhancing its product offerings [2]

成都云图控股股份有限公司 对外提供财务资助管理制度 第三条 公司存在下列情形之一的，应参照本制度的规定执行： 第一章 总则 第一条 为规范成都云图控股股份有限公司（以下简称"公司"）对外提供财 务资助的行为，防范财务风险，确保公司稳健经营，根据《中华人民共和国证券 法》《上市公司信息披露管理办法》《深圳证券交易所股票上市规则》《深圳证 券交易所上市公司自律监管指引第 1 号——主板上市公司规范运作》等相关法律、 法规、规范性文件的规定，结合公司实际情况，制定本制度。 第二条 本制度所称"对外提供财务资助"（以下简称"提供财务资助"），是 指公司及全资子公司、控股子公司有偿或者无偿对外提供资金、委托贷款等行为， 但下列情形除外： （一）公司以对外提供借款、贷款等融资业务为主营业务。 （二）资助对象为公司合并报表范围内且持股比例超过 50%的控股子公司， 且该控股子公司其他股东中不包含公司的控股股东、实际控制人及其关联人。 （三）中国证券监督管理委员会或者深圳证券交易所认定的其他情形。 （一）在主营业务范围外以实物资产、无形资产等方式对外提供资助。 （二）为他人承担费用。 （三）无偿提供资产使用权或者收取资产使用 ...

证券代码：002539 证券简称：云图控股 公告编号：2025-047 成都云图控股股份有限公司 关于参股四川马边晟隆矿业有限公司 49%股权并为其提供借款的公告 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。 重要内容提示： 1、投资事项概述：为了进一步增加磷矿资源储备，提高磷矿石供给能力， 强化磷产业链优势，成都云图控股股份有限公司（以下简称"公司"）于 2025 年 9 月 22 日与马边信永智远企业管理有限公司（以下简称"信永智远"）及其全资 子公司四川马边晟隆矿业有限公司（以下简称"晟隆矿业"）签署了《增资扩股协 议书》。公司以增资扩股方式参股晟隆矿业 49%股权，并以晟隆矿业为实施主体， 合作开发位于四川乐山市马边彝族自治县的二坝磷铅锌矿（磷矿石资源储量约 2,927.10 万吨，P2O5平均品位 23.37%，采矿规模 50 万吨/年）。 同时，为了支持晟隆矿业取得二坝磷铅锌矿，并满足该矿山复工复产资金需 求，加快磷矿合作开发进程，公司拟按 49%的持股比例向晟隆矿业提供不超过 50,000 万元的借款，期限不超过 5 年，利率按 5 年期 LP ...

证券代码：002539 证券简称：云图控股 公告编号：2025-046 成都云图控股股份有限公司 第七届董事会第三次会议决议公告 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。 一、董事会会议召开情况 成都云图控股股份有限公司（以下简称"公司"）第七届董事会第三次会议通 知于 2025 年 9 月 19 日以直接送达或电子邮件方式发出，会议于 2025 年 9 月 22 日以通讯方式召开并进行了表决。本次会议由董事长牟嘉云女士主持，会议应出 席董事 7 人，实际出席董事 7 人，全体董事均以通讯方式出席。本次会议的召开 符合《中华人民共和国公司法》等法律、行政法规、部门规章、规范性文件和《成 都云图控股股份有限公司章程》的有关规定，作出的决议合法有效。 二、董事会会议审议情况 经与会的董事充分讨论与审议，形成了如下决议： （一）审议通过《关于参股四川马边晟隆矿业有限公司 49%股权并为其提供 借款的议案》 表决结果：7 票同意，0 票反对，0 票弃权。 本议案已经公司董事会战略委员会审议通过，内容详见 2025 年 9 月 24 日刊 登 于 《 中 国 证 ...

Group 1 - The company, Yuntu Holdings (002539), is currently preparing its Guangxi Guigang project, having obtained the necessary filing certificate [1] - The first phase of the project involves a 900,000-ton high-efficiency compound fertilizer initiative, which has received environmental assessment approval, with other preliminary approval procedures progressing steadily [1]

Market Overview - The agricultural chemical sector experienced a decline of 1.87% on September 22, with Yuntu Holdings leading the drop [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Individual Stock Performance - Lanfeng Biochemical (002513) saw a significant increase of 9.94%, closing at 5.86, with a trading volume of 259,100 shares and a turnover of 147 million yuan [1] - Yuntu Holdings (002539) dropped by 6.48%, closing at 10.11, with a trading volume of 440,200 shares and a turnover of 449 million yuan [2] - Other notable performers include: - Fengshan Group (603810) down 5.05% to 15.22 [2] - Bai'ao Chemical (603360) down 4.79% to 25.64 [2] Capital Flow Analysis - The agricultural chemical sector saw a net outflow of 220 million yuan from institutional investors, while retail investors had a net inflow of 272 million yuan [2] - The capital flow for key stocks includes: - Lanfeng Biochemical had a net outflow of 38.44 million yuan from institutional investors [3] - Hualu Hengsheng (600426) experienced a net inflow of 36.21 million yuan from institutional investors [3] - Yuntu Holdings had a net outflow of 42.33 million yuan from speculative funds [3]

Group 1 - The company, Yuntu Holdings (002539), is preparing its Guangxi Guigang project in an orderly manner and has obtained the filing certificate [1] - The first phase of the 900,000-ton high-efficiency compound fertilizer project has received environmental assessment approval, and other preliminary approval procedures are progressing steadily [1]

Company Overview - Yuntu Holdings, established on August 31, 1995, is located in Chengdu, Sichuan Province, and was listed on January 18, 2011. The company primarily engages in the production and sales of various series and types of compound fertilizers, along with in-depth development around the compound fertilizer industry chain [1]. Financial Performance - For the first half of 2025, Yuntu Holdings reported a revenue of 11.4 billion yuan, reflecting a year-on-year growth of 3.59%. The net profit attributable to shareholders was 511 million yuan, marking a 12.60% increase compared to the previous year [2]. - Cumulatively, since its A-share listing, Yuntu Holdings has distributed a total of 2.352 billion yuan in dividends, with 845 million yuan distributed over the past three years [3]. Stock Performance - As of September 18, Yuntu Holdings' stock price decreased by 2.08%, trading at 10.81 yuan per share, with a total market capitalization of 13.055 billion yuan. The stock has seen a year-to-date increase of 41.86%, but a decline of 5.09% over the last five trading days [1]. - The company experienced a net outflow of 2.9687 million yuan in principal funds, with significant buying and selling activity from large orders [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Yuntu Holdings was 49,700, a decrease of 14.42% from the previous period. The average number of circulating shares per shareholder increased by 16.60% to 17,747 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the ninth largest, holding 9.1669 million shares as a new shareholder [3]. Business Segmentation - The main revenue sources for Yuntu Holdings include new compound fertilizers and phosphate fertilizers (34.92%), conventional compound fertilizers (28.43%), trading (18.85%), other products (9.53%), yellow phosphorus (5.43%), and soda ash (2.84%) [1]. Industry Classification - Yuntu Holdings is classified under the Shenwan industry as part of the basic chemicals sector, specifically in agricultural chemical products and compound fertilizers. The company is also associated with various concept sectors, including salt chemicals, fertilizers, ecological agriculture, phosphorus chemicals, and lithium extraction from salt lakes [1].

Core Viewpoint - Yuntu Holdings (002539) has been focusing on brand building and sales channel expansion in 2023, which strengthens its market competitiveness and lays a solid foundation for the release of new production capacity for compound fertilizers [1] Brand Building - The company is concentrating on developing core brands such as "Jia Shili" and "Gui Hu," creating unique IP activities around product positioning, and continuously optimizing terminal images to enhance brand awareness and market influence [1] Sales Channel Expansion - The company is advancing channel cultivation through high-frequency terminal promotions to stimulate sales activity. Additionally, it is optimizing its distributor system, empowering distributors, and improving both the quantity and quality of distributors to enhance market coverage and penetration capabilities [1]

Core Viewpoint - The company is focusing on the construction of the Leibo base phosphate project, aiming for early production, which will enhance its self-sufficiency in phosphate rock and reduce reliance on external procurement [1] Group 1: Project Development - The Aju Luo Jia phosphate mine with a capacity of 2.9 million tons is currently undergoing steady construction of underground infrastructure, including belt inclined shafts, auxiliary slopes, drainage systems, and air return systems [1] - The surface beneficiation project for the Niuniu Zhai East section with a capacity of 4 million tons has completed preliminary optimization of its plan, and all preparatory work is progressing in an orderly manner [1] Group 2: Strategic Implications - Once the phosphate project is operational, the company's self-sufficiency in phosphate rock will continuously improve, which is expected to decrease dependence on external phosphate rock procurement [1] - The integration of phosphate mining with downstream production will create a closed loop, helping to solidify the company's low-cost competitive advantage and enhance its market competitiveness, profitability, and risk resilience [1]