| 名称 持有数量(万股) | | 占总股本比 | 增减情况 | | --- | --- | --- | --- | | | | 例(%) | (万股) | | 宋睿 | 7713.32 | 8.73 | 不变 | | 牟嘉云 | 2655.30 | 3.01 | 不变 | | 泰康人寿保险有限责任公司-投连-优选成长 | 2198.74 | 2.49 | 不变 | | 四川蓝剑投资管理有限公司 | 1459.06 | 1.65 | 247.18 | | 泰康人寿保险有限责任公司-投连-多策略优选 | 1352.52 | 1.53 | 不变 | | 泰康资管-建设银行-泰康资产盈泰成长资产管理产品 | 1201.89 | 1.36 | 不变 | | 银河德睿资本管理有限公司 | 991.70 | 1.12 | -18.17 | | 中国银河（601881）证券股份有限公司 | 991.31 | 1.12 | -0.23 | | 泰康资产丰达股票型养老金产品-上海浦东发展银行股份有 限公司 | 948.89 | 1.07 | 不变 | | 珠海阿巴马私募基金投资管理有限公司-阿巴马元享红利 | | | | | ...

Financial Performance - The company's revenue for Q1 2025 reached ¥5,711,541,321.11, representing a 15.28% increase compared to ¥4,954,330,702.21 in the same period last year[4] - Net profit attributable to shareholders was ¥253,760,995.81, an 18.99% increase from ¥213,257,426.32 year-on-year[4] - The net profit after deducting non-recurring gains and losses was ¥249,685,706.25, showing a significant increase of 61.44% compared to ¥154,663,253.88 in the previous year[4] - Total operating revenue for the current period reached ¥5,711,541,321.11, an increase of 15.3% compared to ¥4,954,330,702.21 in the previous period[24] - Net profit for the current period was ¥260,302,309.75, representing a growth of 21.3% from ¥214,571,048.34 in the previous period[25] - The total comprehensive income for the current period was ¥258,949,498.24, compared to ¥215,825,726.40 in the previous period, indicating a growth of 20%[26] Cash Flow - The net cash flow from operating activities was ¥425,593,414.72, up 21.65% from ¥349,846,881.58 in the same period last year[4] - Cash inflow from operating activities totaled ¥4,299,026,237.51, an increase from ¥3,582,800,955.56 in the previous period[27] - The cash flow from operating activities included ¥415,152,315.50 from other operating-related cash, significantly up from ¥106,178,747.55 in the previous period[27] - The net cash flow from operating activities was $425,593,414.72, an increase from $349,846,881.58 in the previous period, representing a growth of approximately 21.6%[28] - The net cash flow from investing activities was -$508,778,443.40, worsening from -$351,431,541.03, indicating a decline in investment performance[28] - The net cash flow from financing activities was $940,611,107.72, up from $565,093,379.44, showing an increase of about 66.5%[28] Assets and Liabilities - Total assets at the end of the reporting period were ¥23,764,817,758.22, a slight increase of 0.49% from ¥23,648,595,856.33 at the end of the previous year[4] - The total liabilities amounted to ¥14,670,622,433.46, slightly down from ¥14,724,555,147.65 in the previous period[23] - The company reported a total current liability of RMB 6.67 billion, with a notable increase in contract liabilities from RMB 1.87 billion to RMB 2.25 billion[22] - Current assets decreased from RMB 9.59 billion to RMB 9.19 billion, primarily due to a reduction in inventory from RMB 3.85 billion to RMB 3.10 billion[21] - Short-term borrowings decreased significantly from RMB 3.92 billion to RMB 3.04 billion, indicating improved liquidity management[22] Investments and Projects - The company plans to invest in the Guangxi Guigang Qintang Industrial Park to enhance its compound fertilizer business, increasing the registered capital of Guangxi Yuntu New Materials Co., Ltd. to RMB 300 million to meet the funding needs of the first phase of the project[18] - As of the report date, the project has obtained the project filing certificate from the Development and Reform Bureau of Qintang District, Guangxi Guigang City, and is actively advancing preliminary assessments[18] - The company is focusing on expanding its market presence through strategic partnerships and project investments in new materials[18] - The company is actively pursuing environmental assessments and other preliminary evaluations for its new projects to ensure compliance and sustainability[18] Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 58,020, indicating a stable shareholder base[15] Other Financial Metrics - The weighted average return on equity rose to 2.86%, an increase of 0.32 percentage points from 2.54% in the previous year[4] - The company reported a decrease in investment income, with a loss of ¥22,388,307.79 compared to a gain of ¥40,021,913.29 in the previous period[25] - Earnings per share (EPS) for the current period was ¥0.21, compared to ¥0.18 in the previous period, reflecting a 16.7% increase[26] - The company received government subsidies amounting to ¥28,851,659.48 during the reporting period, which positively impacted its financial performance[6]

■ 登录新浪财经APP 搜索【信披】查看更多考评等级 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。 成都云图控股股份有限公司（以下简称"公司"）近日接到控股股东宋睿先生通知，获悉宋睿先生将其持 有的公司部分股份办理了质押续期手续，具体事项如下： 一、股东股份质押的基本情况 （一）本次股份质押续期的基本情况 （一）关于变更交易要素的补充协议； 宋睿先生于2023年4月17日将其持有的2,875万股股份质押给中国银河证券股份有限公司，详见公司2023 年4月20日刊登在《中国证券报》《上海证券报》《证券时报》和巨潮资讯网（www.cninfo.com.cn）上 的相关公告（公告编号：2023-036）。近日，宋睿先生办理了上述质押股份的续期手续，续期后购回日 为2026年4月16日。 （二）股东股份累计质押的基本情况 截至本公告披露日，上述股东及其一致行动人所持质押股份情况如下： ■ 注：上表中限售股份不包括高管锁定股。 二、其他情况说明 （一）宋睿先生本次股份质押续期不涉及新增融资安排。宋睿先生资信情况良好，具备相应的资金偿还 能力，其质押股份目前不存在平仓风 ...

证券代码：002539 证券简称：云图控股 公告编号：2025-028 成都云图控股股份有限公司 关于控股股东部分股份质押续期的公告 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。 成都云图控股股份有限公司（以下简称"公司"）近日接到控股股东宋睿先生通 知，获悉宋睿先生将其持有的公司部分股份办理了质押续期手续，具体事项如下： | | | | | | | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 持股数量 （股） | 持股比 | 累计被质押 | 占其所持 | 占公司 总股本 | 已质押股份 | 占已质 | 未质押股 | | | | | 例 | 股份数量 | 股份比例 | 比例 | 限售和冻 | 押股份 | 份限售和 | 占未质押 | | | | （%） | （股） | （%） | （%） | 结、标记合 | 比例 | 冻结合计 | 股份比例 | | | | | | | | 计数量 | （%） | 数量 | （%） | ...

Market Overview - The Shanghai Composite Index closed at 3299.76 points, above the annual line, with a change of 0.25% [1] - The total trading volume of A-shares reached 1,121.207 billion yuan [1] Stocks Breaking Annual Line - A total of 106 A-shares have broken above the annual line today [1] - Notable stocks with significant deviation rates include: - Youbuxun: 17.49% deviation, closing price at 15.18 yuan, with a daily increase of 20.00% and turnover rate of 6.57% [1] - Fujilai: 14.53% deviation, closing price at 29.09 yuan, with a daily increase of 20.01% and turnover rate of 30.40% [1] - Chongqing Construction: 8.33% deviation, closing price at 3.01 yuan, with a daily increase of 9.85% and turnover rate of 2.93% [1] Additional Stocks with Minor Deviations - Jiangxi Copper, Meirya, and Laimu Co. have just crossed the annual line with smaller deviation rates [1] - Other stocks with notable performance include: - Changjiang Investment: 7.98% deviation, closing price at 8.01 yuan, with a daily increase of 10.03% [1] - Qingtang City: 7.70% deviation, closing price at 3.78 yuan, with a daily increase of 9.88% [1] - Shenchuan A: 7.45% deviation, closing price at 6.75 yuan, with a daily increase of 9.93% [1] Summary of Stocks with Deviation Rates - A detailed table lists various stocks, their daily change percentages, turnover rates, annual line prices, latest prices, and deviation rates, highlighting the performance of stocks like: - Dongjiang Environmental: 3.70% deviation, closing price at 4.28 yuan, with a daily increase of 10.03% [1] - Feinan Resources: 3.56% deviation, closing price at 19.88 yuan, with a daily increase of 3.92% [1] - The table provides a comprehensive view of the market dynamics and stock performances on the day [2]

Core Insights - Urea, known as "the food of food," is crucial for China's agricultural sector, with the country being the largest producer and consumer globally, accounting for over 30% of the world's production [1] - The volatility of urea prices has been significant, with annual fluctuations exceeding 40% from 2020 to 2024, impacting both agricultural enterprises and farmers [1] - The introduction of urea futures in August 2019 has provided a stabilizing mechanism for the industry, allowing companies to manage risks more effectively [1][2] Group 1: Small Enterprises - A small enterprise in Anhui, previously struggling with urea procurement, successfully reduced its total procurement cost by 72.7 yuan/ton through futures contracts, highlighting the transformative impact of financial instruments [2] - The successful hedging experience has empowered small enterprises to take control of their operations, shifting from a reactive to a proactive approach in managing costs [2][3] Group 2: Leading Enterprises - In 2024, urea prices experienced significant fluctuations, dropping from 2400 yuan/ton to 1600 yuan/ton, yet leading companies like Yuntu Holdings managed to stabilize their operations by locking in profits through futures [3] - Yuntu Holdings has established a comprehensive risk management system, utilizing futures for cost locking, production guidance, and profit stabilization [3][4] Group 3: Industry Transformation - The urea industry is undergoing a "basis revolution," with pricing now influenced by futures rather than regional markets, enhancing pricing efficiency and reducing negotiation conflicts [4][5] - The Zhengzhou Commodity Exchange (ZCE) has been instrumental in supporting industry leaders and financial institutions to engage with the futures market, promoting the use of basis trading to stabilize prices and supply [5][6] - The collaboration between ZCE and industry players has led to a significant increase in the adoption of basis trading, improving the overall efficiency of the urea market [6]

成都云图控股股份有限公司 关于独立董事任期届满的公告 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。 证券代码：002539 证券简称：云图控股 公告编号：2025-027 成都云图控股股份有限公司（以下简称"公司"）董事会近日收到独立董事 余红兵先生、王辛龙先生递交的辞职报告。因连续担任公司独立董事满 6 年， 根据监管部门及《公司章程》关于独立董事连续任职年限的规定，余红兵先 生、王辛龙先生申请辞去公司独立董事及董事会相关专门委员会职务，辞职后 将不再担任公司及控股子公司任何职务。截至本公告披露日，余红兵先生、王 辛龙先生未持有公司股票，不存在应当履行而未履行的承诺事项。 余红兵先生、王辛龙先生已确认其与公司董事会无不同意见，亦无需要知 会公司股东及债权人的其他事项。鉴于余红兵先生、王辛龙先生的辞职将导致 公司董事会及董事会相关专门委员会中独立董事占比低于法定最低人数，且独 立董事中欠缺会计专业人士，余红兵先生、王辛龙先生在公司新任独立董事就 任前，仍将按照法律法规和《公司章程》的规定，继续履行独立董事及其在董 事会相关专门委员会中的职责，不会影响公司的正常 ...

宁德时代携手中国石化，启动换电万站新基建 近日，宁德时代与中国石化在北京签署合作框架协议。根据协议， 双方将全面深化长期战略合作关系，共同建设覆盖全国的换电生 态网络， 今年将建设不少于500座换电站，长期目标是扩展至10000座 。 弗迪电池22GWh项目获批 3月27日，仙居县人民政府发布 拟对建设项目环评文件作出审批意见的公示，其中包括 台州弗迪新能源动力电池项目。该项目 计划总投资 100.2亿 元，新建厂房及配套设施，购置配料、涂布、辊压、装配等生产设备，建设动力电池生产线及配套铝壳线、电解液线、 NMP 精馏系 统等，主要生产工艺涉及混料、涂布、焊接、烘烤、注液、化成、组装、 NMP 精馏回收等，项目建成后形成年产 22GWh 新能源汽车动力电 池的生产能力。 赣锋推出长续航全地形机器人电池 近日，赣锋旗下新余赣锋电子研发的智能全地形机器人电池解决方案正式推出，方案搭载赣锋在机器人动力技术领域的多项创新应用。赣锋机 器人电池采用高能量密度电芯，并具备7C高倍率放电能力，可持续放电3小时以上，续航里程达15km。在兼具能量密度和功率输出的同时， 亦可精准匹配四足机器人续航和动力需求。 瑞浦兰钧202 ...

Group 1: Phosphate Mining Projects - The company has three phosphate mines, with the Lei Bo A Ju Luo Xia mine project of 2.9 million tons/year having commenced construction in March 2025 [2] - The Niu Niu Zhai East section phosphate mine project of 4 million tons/year is optimizing its mining plan, while the West section is in the process of transitioning from exploration to mining [2] - The official production timeline for the phosphate mines is uncertain due to factors like ore type, geological conditions, and policy environment [2] Group 2: Production and Financial Projections - The company’s Yingcheng base 700,000 tons ammonia project is progressing, with core equipment installation underway, but the exact production timeline remains to be confirmed [3] - The company’s phosphate iron project at the Jingzhou base is expected to reach full production capacity of 300,000 tons of pure wet phosphate and 150,000 tons of refined phosphate in 2024 [3] - The company has terminated the construction of 150,000 tons of refined phosphate and 300,000 tons of phosphate iron production lines due to strategic adjustments [3] Group 3: Financial Health and Debt Management - The company’s phosphate ore procurement accounted for 12.14% of total procurement in 2024, with a total phosphate reserve of approximately 549 million tons [4] - The company aims to maintain a reasonable asset-liability ratio while planning for future financing needs, particularly for the Guangxi project [6] - The company has implemented cash dividends annually since its listing to reward shareholders, despite market fluctuations affecting stock prices [7] Group 4: Market Conditions and Price Trends - Phosphate prices are expected to remain high in 2024 due to increasing demand from downstream sectors [5] - The company is taking measures to enhance market competitiveness and maintain profitability in the face of declining prices in the soda ash market [4] Group 5: Investor Relations and Shareholder Value - The company emphasizes the importance of investor relations and is open to considering share buybacks or employee stock plans in response to market conditions [6] - The management is committed to enhancing long-term investment value through stable dividends and effective communication with investors [7]

Group 1 - The core viewpoint of the document is the assessment of Chengdu Yuntu Holdings Co., Ltd. by CITIC Construction Investment Securities Co., Ltd. regarding its compliance with governance, internal control, information disclosure, and other operational aspects [1][2][3][4] - The company governance was found to be complete and compliant, with all necessary documents and meeting materials properly maintained [1][2] - Internal control systems were established and deemed effective, with no significant issues identified during the audit process [1][2] - Information disclosure practices were reviewed and found to be in accordance with relevant regulations [1][2] - The company has completed the use of raised funds in 2023, and there are no issues regarding the use of funds for 2024 [2][3] - No significant problems were discovered during the on-site inspection [3]