（编辑 王雪儿） 证券日报网讯 史丹利8月26日在互动平台回答投资者提问时表示，目前公司大股东股权质押情况整体风 险可控，公司与相关股东始终保持密切沟通，对质押状态进行严格监控。与此同时，公司也积极推动股 东拓宽融资渠道，探索多元化融资方式，减少对股权质押融资的依赖，进一步强化风险防控。公司也将 一如既往保持稳健经营，提升综合实力，为股东创造长期价值，保障公司和全体股东的利益。 ...

根据市场公开信息及8月25日披露的机构调研信息，知名私募睿璞投资近期对1家上市公司进行了调研， 相关名单如下： 1）史丹利 （广东睿璞投资参与公司电话会议） 调研纪要：公司上半年实现稳健增长，营业收入达63.91亿元，同比增长12.66%，归母净利润6.07亿 元，同比增长18.9%。复合肥销量200.41万吨，同比增长9.68%。二季度利润增长主要来自松滋新材料减 亏、无资产减值支出及磷化工出口放开后的盈利改善。复合肥毛利提升得益于产品结构优化、原料把控 增强及渠道与定价策略有效。公司未来3年核心增长点为复合肥市占率提升、磷化工板块延伸及氮钾资 源布局。 机构简介： 广东睿璞投资管理有限公司是国内研究能力强、激励制度领先的私募基金管理公司，成立于2015年8月 11日，注册资本1000万人民币，创始人为国内著名基金经理蔡海洪先生。与资本市场上众多的资产管理 者相比，我们团队的独特之处在于热爱投资、践行纯粹的价值投资、专注于能力圈、坚持独立判断、保 持勤奋和专业精神、坚守诚信尽责理念。我们以绝对收益为目标，追求稳健的复合收益率，致力于客户 财富的长期稳定增长。公司将坚持在"诚信规范"的前提下，以严格的管理、规 ...

Group 1: Galaxy Fund Research Insights - Galaxy Fund recently conducted research on six listed companies, focusing on their strategies to cope with market challenges and growth opportunities [1][2][3][4][5][6]. Group 2: Company-Specific Highlights - **Weixing New Materials (002372)**: The company is addressing industry demand pressure by enhancing product quality, accelerating business transformation, and implementing cost-saving measures. It has achieved channel penetration in Jiangsu, Zhejiang, and Shanghai, with plans for gradual expansion in other regions. The company anticipates a decline in product prices year-on-year in the first half of 2025, but a recovery in prices quarter-on-quarter is expected. The overall market demand remains weak, and the company aims for steady growth through new product combinations and a water ecosystem strategy [1]. - **Zhaoyi Innovation (603986)**: The company reported strong growth across its business lines in Q2 2024, with NOR Flash experiencing high single-digit growth and niche DRAM growing over 50%. The company expects significant revenue growth in niche DRAM in the second half of the year, driven by tight supply and rising contract prices. Overall gross margins are expected to remain stable, with a focus on customized storage technology and expanding into the automotive MCU market [2]. - **Tebao Bio**: The company is exploring combination therapies for hepatitis B treatment, focusing on optimizing drug strategies. It aims to enhance disease management through a comprehensive treatment network and is collaborating with Ligos for advanced solutions. New technologies like siRNA are entering clinical application stages, with a focus on optimizing combination therapy strategies [3]. - **Baili Tianheng**: The company is advancing its clinical trials for multiple cancer treatments in collaboration with BMS. It has submitted an IND application for its first nuclear medicine candidate and is progressing with several drug candidates in clinical trials. The company aims to become a leading player in oncology treatment within five years [4]. - **Stanley (002588)**: The company achieved steady growth in the first half of the year, with revenue reaching 6.391 billion yuan, a year-on-year increase of 12.66%. The compound fertilizer sales increased by 200,410 tons, up 9.68% year-on-year. Profit growth in Q2 was attributed to improved performance in new materials and better pricing strategies [5]. - **Reliable Co. (301009)**: The company experienced a decline in profits in Q2 due to promotional activities. It plans to expand its institutional and specialty channel business while launching its own brand. The company aims to increase its market share in baby care products despite facing intense competition [6].

证券之星消息，根据市场公开信息及8月25日披露的机构调研信息，太平基金近期对5家上市公司进行了调研，相关名单如下： 1）兆易创新 调研纪要：兆易创新在2024年二季度各业务线增长情况良好，NOR Flash高个位数增长，利基型DRAM增长超50%，MCU接近20%，模拟芯片基数 低环比成长较高，传感器芯片增长约10%。预计第三季度环比增长，全年需求上涨，利基型DRAM供应偏紧缺至全年。下半年利基型DRAM营收 显著增长，合约价格上涨，第三季度继续上涨。公司毛利率整体平稳，未来Flash温和涨价，DRAM毛利率提升，整体毛利率保持稳定。NOR Flash需求端电子产品代码量上升，供应端晶圆制造产能紧张，供给短缺将持续较长时间。看好定制化存储技术在产品性能的优势，未来更多行业 和客户选择该方案，具备先发优势和技术迭代。MCU增长点在工业控制、光储充、白电等高门槛国产化替代方向，新产品收入贡献提升。DDR4 8Gb收入贡献全年有望达DRAM收入三分之一，LPDDR4小容量产品全年收入占比可能提升到两位数。公司研发投入大，市场空间弹性大，目标是 实现与标准接口利基存储可比的营收规模。具备先发优势和与战略供应商的良好关 ...

证券代码：002588 证券简称：史丹利 史丹利上市公司投资者关系活动记录表 编号：2025-004 上半年公司复合肥总销量 200.41 万吨，同比增长 9.68%，其中一季 度因东北春季肥集中发货增速较高，二季度销量略降但毛利稳定。公司 全年目标 360 万-370 万吨，达成路径是坚持"销量+利润"双考核，不盲 目降价冲量，聚焦高毛利产品，通过渠道下沉和终端价格管控保障增量。 5.复合肥在哪些区域增速较快？通过什么方式实现这些区域的销量 增长？ 投资者关系活动 类别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 ☑ 电话会议 □其他：（请文字说明其他活动内容） 参与单位名称 及人员姓名 申万宏源证券 马昕晔 李绍程；上海原泽私募 王家晨；上海度势投资 顾宝成；鹏华基金 范晶伟；工银瑞信基金 易帆；上海宽远资产 舒启 航；长江证券 魏邈；交银施罗德基金 何雄；南方基金 王芝文；汇丰 晋信 姬静远；宝盈基金 侯星宇；银河基金 陈凯茜；富国基金 张啸伟； 泰康资管 王卓夫；人寿资产 赵文龙；太平基金 夏文奇；兴业资管 徐 莹莹；中信证券 孙臣兴；华安基金 王晨； ...

半年报密集披露，机构最新持仓动向曝光!二季度社保基金新进股共有41只。 社保基金新进股一览 | 证券代码 | 证券简称 | 社保基金家数 | 社保基金持股量（万股） | 占流通股比例（%） | 行业 | | --- | --- | --- | --- | --- | --- | | 688267 | 中触媒 | 1 | 320.00 | 3.45 | 基础化工 | | 300824 | 北鼎股份 | 1 | 1000.00 | 3.16 | 家用电器 | | 300416 | 苏试试验 | 3 | 1486.20 | 2.94 | 社会服务 | | 002588 | 史丹利 | 1 | 2199.99 | 2.56 | 基础化工 | | 301068 | 大地海洋 | 1 | 250.13 | 2.48 | 环保 | | 300850 | 新强联 | 2 | 555.56 | 2.08 | 电力设备 | | 300910 | 瑞丰新材 | 1 | 413.87 | 1.99 | 基础化工 | | 688513 | 苑东生物 | 1 | 276.14 | 1.56 | 医药生物 | | 688401 | 路维光 ...

Industry Focus - The 2025 CBP Bio-Agriculture Promotion Conference will focus on the core issues of biological transformation in the agricultural sector, aiming to interpret cutting-edge trends and development directions in bio-agriculture [1] - The Chinese fertilizer export situation for 2025 is expected to show "total volume growth year-on-year, continuous optimization of structure, and emerging markets" according to a senior consultant from Beijing Guotong Big Data Co., Ltd [1] - The Ministry of Agriculture and Rural Affairs has initiated a major pest and disease prevention campaign for autumn grain crops, organizing field observations in major producing provinces [1] Market Analysis - In Shandong and Chongqing, the agricultural input market is becoming more active as the autumn fertilizer preparation period begins, indicating a potential improvement in trading atmosphere [1] - The domestic monoammonium phosphate market is experiencing a significant divergence between strong upstream costs and weak downstream demand, leading to a stalemate in the market [1] Company Dynamics - Xingfa Group is actively responding to national supply and price stabilization calls amid a surge in agricultural input demand during the busy season [1] - Stanley's mid-year report shows a revenue of 6.391 billion yuan, a year-on-year increase of 12.66%, and a net profit of 607 million yuan, up 18.9% year-on-year [1] - Fubon Technology is leading a major agricultural microbiology project in Hubei Province focused on the creation and application demonstration of efficient crop nitrogen-fixing agents [1] - Jinzhe Group ranked 31st on the innovation list of the 2025 Shandong Top 100 Private Enterprises [1] - Hubei Yihua reported a net profit of 399 million yuan for the first half of 2025, a year-on-year decrease of 43.92% [1] Company Announcements - Salt Lake Co. announced the termination of a $300 million subscription intention for a merger with Highfield Resources Limited after a comprehensive evaluation [2] - Aojia Ecological reported a profit of 668,700 yuan for the first half of 2025, reversing a loss from the previous year, with a revenue of 101 million yuan, up 30.56% year-on-year [2]

Group 1 - The core viewpoint of the article highlights the recent movements of social security funds in the A-share market, revealing that they have entered the top ten circulating shareholders of 71 new stocks in the second quarter of 2025 [1] - Su Shi Testing has the highest number of new social security fund holdings, with 3 new holdings, while Shanghai Jahwa and Xin Qiang Lian each have 2 new holdings [1] - The article provides a detailed list of companies that have seen new social security fund investments, including their respective shareholding numbers, quantities, and market values [2][3][4][5] Group 2 - Specific companies mentioned include Su Shi Testing with 1,486.20 thousand shares valued at 213 million yuan, Shanghai Jahwa with 1,150.51 thousand shares valued at 242 million yuan, and Xin Qiang Lian with 555.56 thousand shares valued at 199 million yuan [2][3] - Other companies with new social security fund holdings include Hengdian East Magnetic, Nuofushin, and Baichu Electronics, each with 1 new holding, along with their respective share quantities and market values [2][3][4] - The article lists a total of 71 companies that have received new investments from social security funds, indicating a diverse range of industries from agriculture to electronics and pharmaceuticals [2][3][4][5]

据证券之星公开数据整理，近期史丹利(002588)发布2025年中报。截至本报告期末，公司营业总收入 63.91亿元，同比上升12.66%，归母净利润6.07亿元，同比上升18.9%。按单季度数据看，第二季度营业 总收入29.85亿元，同比下降1.92%，第二季度归母净利润3.19亿元，同比上升17.19%。本报告期史丹利 盈利能力上升，毛利率同比增幅2.81%，净利率同比增幅8.03%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率19.11%，同比增2.81%，净利率9.46%，同比增 8.03%，销售费用、管理费用、财务费用总计3.8亿元，三费占营收比5.95%，同比减9.27%，每股净资产 6.21元，同比增10.72%，每股经营性现金流-0.09元，同比减186.9%，每股收益0.53元，同比增20.45% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 56.72 Z | 216'69 | 12.66% | | 归母净利润(元) | 5.1亿 | 6.07亿 | 18.90% | | 扣非净利润( ...

中国发展网讯近日，山东省价格认证中心副主任梁照龙带队来临沭开展价格监测调研工作，为山东省监 测制度的修改完善收集一手数据。市信用体系建设服务中心、临沭县发展和改革局共同参与此次调研。 此次调研活动，有效提升了采价部门与基层价格监测点之间的合作关系，对于后续监测制度的修订与完 善、监测品类的科学配置具有深远意义。(临沭县发展和改革局陈雨) 此次调研聚焦工业品监测(纯碱、复合肥)价格、农药(乙草胺、毒死蜱、氯氰菊酯)价格。调研组一行实 地走访史丹利（002588）、金正大（002470）、金沂蒙和两家农药零售点，详细了解化肥和农药价格， 与企业代表、零售点负责人亲切交流，倾听各方声音。同时，围绕价格监测点设置进行深入探讨，积极 探讨将新兴的化肥和农药监测品类纳入监测品类。 ...