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史丹利10月15日获融资买入1023.15万元,融资余额1.92亿元
Xin Lang Cai Jing· 2025-10-16 01:28
分红方面,史丹利A股上市后累计派现13.73亿元。近三年,累计派现5.59亿元。 机构持仓方面,截止2025年6月30日,史丹利十大流通股东中,广发稳健增长混合A(270002)位居第 六大流通股东,持股2800.76万股,为新进股东。香港中央结算有限公司位居第七大流通股东,持股 2236.71万股,为新进股东。 责任编辑:小浪快报 资料显示,史丹利农业集团股份有限公司位于山东省临沂市临沭县史丹利路,成立日期1998年7月15 日,上市日期2011年6月10日,公司主营业务涉及复合肥料、新型肥料的研发生产及销售、粮食收储、 农技服务、农业信息咨询、农资贸易等。主营业务收入构成为:氯基复合肥50.51%,新型肥料及磷肥 等26.01%,硫基复合肥20.29%,其他(补充)3.19%。 截至6月30日,史丹利股东户数3.57万,较上期减少19.26%;人均流通股24082股,较上期增加23.86%。 2025年1月-6月,史丹利实现营业收入63.91亿元,同比增长12.66%;归母净利润6.07亿元,同比增长 18.90%。 10月15日,史丹利涨0.22%,成交额9179.99万元。两融数据显示,当日史丹利获融 ...
复合肥龙头现金牛属性有望持续增强
Orient Securities· 2025-10-15 14:23
基础化工行业 行业研究 | 深度报告 复合肥龙头现金牛属性有望持续增强 核心观点 投资建议与投资标的 ⚫ 我们认为全国性布局的复合肥龙头公司现金牛属性有望持续增强,相关标的新洋丰 (000902,买入)、史丹利(002588,未评级)、云图控股(002539,未评级),三者 24 年合计销量占全国总销量约 20%。依据我们的分析逻辑,头部企业竞争优势有望持 续加强并形成正循环,有望成为类公用事业的稳健型标的,并且具备较大的分红提 升潜力。 风险提示 ⚫ 产品及原材料价格波动风险;项目推进不及预期风险;分红潜力测算的不确定性。 国家/地区 中国 行业 基础化工行业 报告发布日期 2025 年 10 月 15 日 万里扬 执业证书编号:S0860519090003 wanliyang@orientsec.com.cn 021-63326320 | 中美贸易争端再起,行业基本面迎考验 | 2025-10-12 | | --- | --- | | 《石化化工行业稳增长工作方案》再引期 | 2025-09-28 | | 待 | | | 绿色低碳相关产业受到关注 | 2025-09-17 | 有关分析师的申明,见本报告最 ...
化工周报:石化化工稳增长政策出台,粘胶长丝景气向上可期,草铵膦格局有望优化-20250928





Shenwan Hongyuan Securities· 2025-09-28 13:55
Investment Rating - The report maintains a "Positive" rating for the chemical industry [5][6][20] Core Insights - The petrochemical industry is expected to see stable growth due to the introduction of policies aimed at enhancing industry health and eliminating outdated capacity [5][6] - The demand for viscose filament is anticipated to tighten, leading to an upward trend in prices, while the grass herbicide market is expected to optimize its structure [5][6] - The global GDP growth is projected to remain at 2.8%, with stable oil demand despite some slowdown due to tariff policies [5][6] Industry Dynamics - Oil supply is expected to increase significantly, driven by non-OPEC production, while demand remains stable [5][6] - The coal market is anticipated to experience long-term price stabilization, with easing pressures on downstream sectors [5][6] - Natural gas exports from the U.S. are likely to accelerate, potentially lowering import costs [5][6] Chemical Sector Analysis - The report highlights that the viscose filament industry will see a supply-demand tightening, with a projected increase in operating rates from 84% to over 95% [5][6] - The grass herbicide market is set to address issues of low pricing and quality through upcoming industry meetings aimed at regulating competition [5][6] Investment Recommendations - The report suggests focusing on sectors benefiting from the "anti-involution" policy, including textiles, agriculture, and export-related chemicals [5][6] - Specific companies to watch include Xinxiang Chemical Fiber, Jilin Chemical Fiber, and Lier Chemical, which are expected to benefit from market dynamics [5][6][20] Key Company Valuations - The report provides a valuation table for key companies, indicating various ratings such as "Buy" and "Increase" for companies like Hailir Chemical, Yunnan Chemical, and Wanhu Chemical [20]
股市必读:史丹利(002588)9月22日董秘有最新回复
Sou Hu Cai Jing· 2025-09-22 18:43
Group 1 - The stock price of Stanley (002588) closed at 9.19 yuan on September 22, 2025, down by 3.06%, with a turnover rate of 1.43%, a trading volume of 122,900 shares, and a transaction amount of 113 million yuan [1] Group 2 - The company responded to an investor inquiry regarding the revenue and profit of its subsidiary, Songzi Stanley Yihua New Materials Company, which was reported to have a revenue of 6 billion yuan and a net profit of 900 million yuan after one year of operation. The company assured that it adheres to legal and regulatory requirements, ensuring transparency in its operations [2] - The company clarified that the number of shareholders as of September 20 is not mandatory for disclosure outside of regular reports, and it will not publish this information on the interactive platform. Shareholders are encouraged to verify their status in person with proper documentation [3]
史丹利农业集团股份有限公司2025年半年度权益分派实施公告
Shang Hai Zheng Quan Bao· 2025-09-18 20:44
Core Viewpoint - The company announced its 2025 semi-annual profit distribution plan, which includes a cash dividend of 0.45 RMB per 10 shares for all shareholders, with specific tax considerations for different types of investors [1][2]. Group 1: Profit Distribution Plan - The profit distribution plan is based on a total share capital of 1,151,891,980 shares, with a cash dividend of 0.45 RMB per 10 shares (before tax) for all shareholders [1]. - For Hong Kong market investors and certain foreign institutions, the cash dividend is 0.405 RMB per 10 shares after tax [1]. - Different tax rates apply for individual shareholders based on the holding period of their shares, with no withholding tax for shares held over one year [2]. Group 2: Key Dates - The record date for the rights distribution is set for September 24, 2025, and the ex-dividend date is September 25, 2025 [3]. Group 3: Distribution Method - The cash dividends for A-share shareholders will be directly credited to their accounts through the securities custody company on the ex-dividend date [5]. Group 4: Consultation Information - The company’s securities department is available for inquiries regarding the distribution plan, located in Linyi City, Shandong Province [6].
史丹利:2025年半年度权益分派实施公告
Zheng Quan Ri Bao· 2025-09-18 13:35
Group 1 - The company Stanley announced a cash dividend distribution plan for the first half of 2025, proposing a payment of 0.450000 RMB per 10 shares to all shareholders [2] - The total number of shares used as the basis for the dividend distribution is 1,151,891,980 shares [2] - The record date for the dividend is set for September 24, 2025, and the ex-dividend date is September 25, 2025 [2]
史丹利(002588) - 2025年半年度权益分派实施公告
2025-09-18 09:00
根据公司 2024 年度股东大会授权,公司 2025 年半年度利润分配方案经董事 会审议通过后即可实施,无需提交股东会审议。现将权益分派事宜公告如下: 一、权益分派方案 本公司 2025 年半年度权益分派方案为:以公司现有总股本 1,151,891,980 股 为基数,向全体股东每 10 股派 0.450000 元人民币现金(含税;扣税后,通过深 股通持有股份的香港市场投资者、境外机构(含 QFII、RQFII)以及持有首发前 限售股的个人和证券投资基金每 10 股派 0.405000 元;持有首发后限售股、股权 激励限售股及无限售流通股的个人股息红利税实行差别化税率征收,本公司暂不 扣缴个人所得税,待个人转让股票时,根据其持股期限计算应纳税额【注】;持 有首发后限售股、股权激励限售股及无限售流通股的证券投资基金所涉红利税, 对香港投资者持有基金份额部分按 10%征收,对内地投资者持有基金份额部分实 行差别化税率征收)。 【注:根据先进先出的原则,以投资者证券账户为单位计算持股期限,持股 1 个月(含 1 个月)以内,每 10 股补缴税款 0.090000 元;持股 1 个月以上至 1 年(含 1 年)的,每 ...
美联储降息与金九银十共振,印度GFLR32泄露或助我国出口,我国发起对美模拟芯片反倾销调查
Shenwan Hongyuan Securities· 2025-09-14 12:14
Investment Rating - The report maintains a "Positive" rating for the chemical industry [6][12]. Core Insights - The macroeconomic judgment indicates that non-OPEC countries are expected to lead an increase in oil production, with a significant overall supply growth anticipated. Global GDP growth is projected to remain at 2.8%, with stable oil demand, although the growth rate may slow due to tariff policies [6][7]. - The expectation of a Federal Reserve interest rate cut is likely to boost demand during the peak season of September and October. Additionally, the leakage incident of GFL R32 in India may enhance China's export opportunities [6][12]. - The report highlights the ongoing investigation into anti-dumping practices against imported semiconductor chips from the U.S., which may benefit domestic semiconductor materials [6][12]. Summary by Sections Macroeconomic Analysis - Oil supply is expected to increase significantly, driven by non-OPEC production, while demand remains stable despite potential slowdowns due to tariffs. Geopolitical factors, including U.S.-China tariff relief and the Russia-Ukraine situation, are influencing oil prices [6][7]. - Coal prices are anticipated to stabilize at a low level, and natural gas export facilities in the U.S. may accelerate, leading to lower import costs [6][7]. Chemical Sector Configuration - The report suggests a strategic focus on four areas: textile and apparel chain, agricultural chemicals, export chain, and sectors benefiting from "de-involution" policies. Specific companies are recommended for investment based on their market positions and growth potential [6][12]. Key Material Focus - Emphasis is placed on the importance of self-sufficiency in key materials, particularly in semiconductor and panel materials, with specific companies highlighted for their potential in these sectors [6][12]. Price Trends - Recent data indicates fluctuations in various chemical prices, with PTA prices down by 0.3% and MEG down by 2.0%. The report notes that the overall industrial product PPI has shown a year-on-year decline of 2.9% [12][13][16]. Company Valuations - A detailed valuation table is provided, showcasing various companies in the agricultural chemicals and chemical sectors, with ratings ranging from "Buy" to "Increase" based on their market performance and projected earnings [20].
研判2025!中国植物营养液行业政策汇总、产业链、市场规模、竞争格局及发展趋势分析:需求场景扩容,植物营养液行业规模不断上涨[图]
Chan Ye Xin Xi Wang· 2025-09-12 01:25
Core Insights - The plant nutrient solution industry is gaining attention due to advancements in modern agricultural technology and the increasing demand for green, eco-friendly, and efficient agriculture [1][6] - The market for plant nutrient solutions in China is projected to reach 16.55 billion yuan in 2024, reflecting a year-on-year increase of 5.41% [1][7] - The industry is influenced by government policies aimed at promoting sustainable agricultural practices and reducing chemical fertilizer usage [4][10] Industry Overview - Plant nutrient solutions are liquid fertilizers that provide essential nutrients in a more absorbable form compared to solid fertilizers, with various types available for different growth stages of plants [3][6] - The industry is supported by a growing trend towards urban gardening and indoor plants, driven by urbanization and environmental beautification efforts [1][6] Industry Policies - Recent government initiatives emphasize the development of green fertilizers and the reduction of agricultural pollution, promoting the use of organic and bio-based fertilizers [4][10] - Policies encourage the integration of new technologies and fertilizers to enhance agricultural sustainability [4] Industry Value Chain - The value chain consists of upstream raw materials (nitrogen, phosphorus, potassium, etc.), midstream production of nutrient solutions, and downstream applications in agriculture and home gardening [6] - The total sown area of crops in China is expected to grow from approximately 1.66 million hectares in 2018 to 1.73 million hectares by 2024, driving demand for plant nutrient solutions [6] Competitive Landscape - The market features leading companies like Stanley, which leverage advanced technology and a wide distribution network to maintain significant market share [7][8] - Smaller companies are also emerging, focusing on niche markets through differentiated strategies [7] Industry Trends - The trend towards smart and precise fertilization is expected to become mainstream, utilizing technology for real-time monitoring and optimization of nutrient supply [9] - There is a growing consensus on the importance of green and sustainable practices within the industry, with companies focusing on eco-friendly products [10] - Customization of services is becoming a competitive focal point, with companies tailoring products to specific customer needs and conditions [12]
史丹利:公司变更经营范围完成工商变更登记
Zheng Quan Ri Bao Wang· 2025-09-11 13:12
Core Viewpoint - Stanley (002588) announced the approval of changes to its business scope and the revision of its Articles of Association during the first extraordinary shareholders' meeting of 2025, indicating a strategic shift in its operational focus [1] Group 1: Business Scope Changes - The company plans to expand its business scope to include the sale of agricultural and sideline products, horticultural products, and leasing services (excluding licensed leasing services) [1] - The company will reduce its focus on "warehousing services" as part of the restructuring of its business operations [1] - The changes were made in accordance with regulatory requirements for the registration and management of business scopes [1] Group 2: Regulatory Compliance - The company has completed the necessary procedures for business registration changes and has obtained a new business license from the Linyi Market Supervision Administration, with a unified social credit code of 91371300706066335J [1]