Core Viewpoint - The company is currently constructing a total of 1.9 million tons of compound fertilizer production capacity, which is strategically located in key agricultural regions in China and Southeast Asia, enhancing its ability to respond quickly to customer demands [1] Group 1 - The company's in-progress compound fertilizer production capacity is 1.9 million tons [1] - The production facilities are located in Hubei (Yicheng and Jingzhou), Shandong (Pingyuan), Xinjiang (Aksu), and Guangxi (Guigang) [1] - The strategic locations allow the company to serve major agricultural production areas in China and international markets in Southeast Asia [1]

Group 1 - The core viewpoint of the news is that Yuntu Holdings has shown a positive stock performance with a 3.21% increase year-to-date and a significant rise in the last 60 days by 11.93% [1] - As of January 6, Yuntu Holdings' stock price reached 12.20 CNY per share, with a total market capitalization of 14.734 billion CNY [1] - The company reported a net outflow of 7.0011 million CNY in main funds, with large orders showing a buy of 20.4517 million CNY and a sell of 24.1252 million CNY [1] Group 2 - For the period from January to September 2025, Yuntu Holdings achieved an operating revenue of 15.870 billion CNY, reflecting a year-on-year growth of 1.10%, and a net profit attributable to shareholders of 0.675 billion CNY, up by 0.86% [2] - The company has distributed a total of 2.352 billion CNY in dividends since its A-share listing, with 0.845 billion CNY distributed in the last three years [3] - As of September 30, 2025, the number of shareholders decreased by 7.05% to 46,200, while the average circulating shares per person increased by 7.58% to 19,093 shares [2][3]

证券代码：002539 证券简称：云图控股 公告编号：2026-001 成都云图控股股份有限公司 关于参与江苏藏青新能源产业发展基金扩募的进展公告 近日，公司接到基金管理人通知，藏青基金已根据《中华人民共和国证券投 资基金法》等法律法规的要求，完成了基金业协会的私募投资基金变更备案手续， 藏青基金规模由 531,000 万元变更为 671,000 万元，原合伙人宁波青出于蓝股权 投资合伙企业（有限合伙）将所持藏青基金份额全部转让给江苏沙钢集团有限公 司并退伙。本次变更前后全体合伙人认缴出资情况如下： | | | | 出资 | 变更前 | | 变更后 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 合伙人名称 | 合伙人类型 | 方式 | 认缴金额 | 认缴比例 | 认缴金额 | 认缴比例 | | | | | | （万元） | （%） | （万元） | （%） | 1 | 1 | 无锡拓海股权投资基金 | 普通合伙人 | 货币 | 1,000.0000 | 0.1883% | 9,173.2580 | 1.3671% | | | --- ...

云图控股公告称，2021年10月，公司出资5亿元参与藏青基金，占比9.4162%。2025年12月，藏青基金 计划扩募14亿元，公司行使优先认缴权，追加1.32亿元认购份额，比例不变。近日，藏青基金完成变更 备案，规模由53.1亿元增至67.1亿元，原合伙人宁波青出于蓝将份额转让给江苏沙钢并退伙。变更后， 公司认缴金额增至6.32亿元，占比9.4162%。 ...

Core Viewpoint - Nine phosphate fertilizer companies in China have jointly issued a commitment to ensure stable supply and pricing of phosphate fertilizers, responding to high sulfur prices affecting production costs [1][2]. Group 1: Companies Involved - The nine phosphate fertilizer companies include Chengdu Yuntu Holdings Co., Ltd., Deyang Haohua Qingping Phosphate Mine Co., Ltd., Guizhou Phosphate (Group) Co., Ltd., Hubei Yihua Group Co., Ltd., Sichuan Development Longmang Co., Ltd., Sichuan Hongda Co., Ltd., Shikefeng Chemical Co., Ltd., Xinyangfeng Agricultural Technology Co., Ltd., and Yunnan Yuntianhua Co., Ltd. [1] Group 2: Commitments Made - The companies have made five key commitments: 1. Stabilizing production to ensure sufficient market supply 2. Actively selling phosphate fertilizers without hoarding or limiting sales 3. Maintaining stable prices until the end of spring farming in 2026 4. Ensuring adequate reserves by prioritizing supply for storage needs 5. Providing emergency support in case of local supply shortages or price instability [2]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report indicates that the compound fertilizer industry is experiencing a favorable supply-demand dynamic, with expectations for leading companies to see volume and profit recovery, as well as increased dividends [5][7][28] - The compound fertilizer market is transitioning towards new types of fertilizers that are more efficient, specialized, functional, and precise, driven by changes in agricultural practices and consumer demand [28] Summary by Sections 1. Demand Side - The consumption of compound fertilizers has a strong necessity attribute, with the compound fertilizer application rate in China expected to continue rising. From 2000 to 2023, the application of compound fertilizers increased from 9.18 million tons to 24.01 million tons, with a CAGR of 4.3%, while the overall fertilizer application rate reached 47.8% in 2023 [20][24][22] 2. Supply Side - The compound fertilizer industry operates on a sales-based production model, with a low operating rate. As of November 2025, the domestic compound fertilizer capacity was 134.14 million tons, with an annualized operating rate of 38.8% [27][39][36] - The industry is characterized by a seasonal demand pattern, with production concentrated in resource-rich areas or sales locations, leading to a fragmented capacity distribution [28][39] 3. Price Review and Competitive Landscape - The pricing of compound fertilizers is primarily based on a cost-plus model, with raw material costs accounting for over 80% of total costs. The report notes that fluctuations in raw material prices significantly impact the profitability of compound fertilizers [43][42] - Leading companies are enhancing their competitive advantages through comprehensive strategies involving cost management, product development, branding, and distribution channels [6][7][28] 4. Company Analysis - Key players in the compound fertilizer industry include New Yangfeng, Yuntu Holdings, and Stanley, all of which have demonstrated significant advantages in terms of production capacity and integrated supply chains [6][7][28] - New Yangfeng has a production capacity of 7.98 million tons of compound fertilizers and has maintained a leading position in sales volume for several years [6][7] - Yuntu Holdings focuses on developing a nitrogen-phosphorus fertilizer industry chain and has a production capacity of 7.45 million tons [6][7] - Stanley employs a comprehensive business model that integrates branding, channels, products, and services, with a production capacity of 5.90 million tons [6][7]

截至9月30日，云图控股股东户数4.62万，较上期减少7.05%；人均流通股19093股，较上期增加7.58%。 2025年1月-9月，云图控股实现营业收入158.70亿元，同比增长1.10%；归母净利润6.75亿元，同比增长 0.86%。 分红方面，云图控股A股上市后累计派现23.52亿元。近三年，累计派现8.45亿元。 机构持仓方面，截止2025年9月30日，云图控股十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股1232.44万股，相比上期增加315.75万股。 12月29日，云图控股跌0.75%，成交额2.22亿元。两融数据显示，当日云图控股获融资买入额1958.81万 元，融资偿还2507.10万元，融资净买入-548.29万元。截至12月29日，云图控股融资融券余额合计4.24 亿元。 融资方面，云图控股当日融资买入1958.81万元。当前融资余额4.23亿元，占流通市值的2.96%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，云图控股12月29日融券偿还1500.00股，融券卖出4700.00股，按当日收盘价计算，卖出金额 5.57万元；融券余量6.89万股，融券余额 ...

Core Viewpoint - The company is advancing its nitrogen and phosphorus industry chain construction, with significant new production capacity expected to come online between September 2025 and June 2026 [2] Group 1: New Production Capacity - The new production capacity is primarily from the Yingcheng synthetic ammonia project, which includes 700,000 tons of synthetic ammonia, 1.5 million tons of refined salt, 600,000 tons of water-soluble compound fertilizer, and 400,000 tons of slow-release compound fertilizer [2] - Some production lines, such as refined salt, have already been completed and are in trial production [2] - The company is also constructing a total of 550,000 tons of compound fertilizer capacity across bases in Jingzhou, Hubei, Pingyuan, Shandong, and Aksu, Xinjiang [2]

证券之星消息，根据天眼查APP-财产线索数据整理，成都云图控股股份有限公司12月24日发布《西部 基地新疆昌吉公司柴油采购项目20251222采购中标公告》，详情如下： 采购方：成都云图控股股份有限公司 供应商：中国石化销售股份有限公司新疆乌鲁木齐石油分公司 中标金额：800.0 地区：新疆维吾尔自治区 发布日期：2025-12-24 数据来源：天眼查APP 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 标题：西部基地新疆昌吉公司柴油采购项目20251222采购中标公告 通过天眼查大数据分析，成都云图控股股份有限公司共对外投资了43家企业，参与招投标项目92548 次；财产线索方面有商标信息813条，专利信息188条，著作权信息64条；此外企业还拥有行政许可29 个。 ...

2020-2025年1-10月中国纯碱(碳酸钠)产量统计图 上市企业：远兴能源（000683）,三友化工（600409）,山东海化（000822）,双环科技（000707）,氯碱化 工（600618）,金晶科技（600586）,湖北宜化（000422）,云图控股（002539）,和邦生物（603077） 相关报告：智研咨询发布的《2025-2031年中国纯碱行业市场专项调研及竞争战略分析报告》 根据国家统计局数据显示：2025年10月中国纯碱(碳酸钠)产量为341万吨，同比增长2.9%；2025年1-10 月中国纯碱(碳酸钠)累计产量为3301.7万吨，累计增长5.2%。 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...