种业板块短线拉升，天康生物涨超7%，秋乐种业、敦煌种业、大北农、史丹利跟涨。 种业板块短线拉升，天康生物涨超7%，秋乐种业、敦煌种业、大北农、史丹利跟涨。 ...

Core Viewpoint - Stanley Agricultural Group Co., Ltd. is engaged in the research, production, and sales of compound fertilizers and new fertilizers, with a market capitalization of 11.369 billion yuan as of December 30, showing a stock price increase of 1.02% to 9.87 yuan per share [1] Group 1: Company Overview - Stanley Agricultural Group was established on July 15, 1998, and listed on June 10, 2011 [1] - The company's main business segments include the production and sales of compound fertilizers (50.51%), new fertilizers and phosphate fertilizers (26.01%), sulfur-based compound fertilizers (20.29%), and other services (3.19%) [1] Group 2: Shareholder Information - The top circulating shareholder of Stanley is a fund under GF Fund Management, specifically the GF Steady Growth Mixed A fund, which reduced its holdings by 9.038 million shares in the third quarter, now holding 18.9696 million shares, representing 2.21% of circulating shares [2] - The GF Steady Growth Mixed A fund has a total scale of 10.166 billion yuan and has achieved a year-to-date return of 13.1% [2] Group 3: Fund Manager Performance - The fund manager of GF Steady Growth Mixed A, Fu Youxing, has a tenure of 12 years and 332 days, with a best fund return of 167.99% during his management [3] - The other fund manager, Zhou Zhishuo, has a tenure of 5 years and 105 days, with a best fund return of 47.06% [3] Group 4: Fund Holdings - Another fund under GF Fund Management, GF Ju Bao Mixed A, holds 296,800 shares of Stanley, accounting for 1.52% of the fund's net value, ranking as the fifth-largest holding [4] - GF Ju Bao Mixed A has a total scale of 87.9884 million yuan and has achieved a year-to-date return of 7.11% [4]

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]

12月29日，史丹利跌0.41%，成交额6929.56万元。两融数据显示，当日史丹利获融资买入额418.14万 元，融资偿还899.32万元，融资净买入-481.18万元。截至12月29日，史丹利融资融券余额合计1.55亿 元。 融资方面，史丹利当日融资买入418.14万元。当前融资余额1.55亿元，占流通市值的1.38%，融资余额 低于近一年10%分位水平，处于低位。 融券方面，史丹利12月29日融券偿还200.00股，融券卖出500.00股，按当日收盘价计算，卖出金额 4885.00元；融券余量1.78万股，融券余额17.39万元，低于近一年20%分位水平，处于低位。 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9月30日，史丹利股东户数3.31万，较上期减少7.15%；人均流通股25937股， ...

格隆汇12月24日丨史丹利(002588.SZ)在投资者互动平台表示，公司目前暂无控股或直接拥有磷矿资 源，磷矿相关业务为公司控股股东所控制的企业经营，暂不属于上市公司业务范畴。 ...

格隆汇12月24日丨史丹利(002588.SZ)在互动平台表示，公司目前暂无控股或直接拥有磷矿资源，磷矿 相关业务为公司控股股东所控制的企业经营，暂不属于上市公司业务范畴。 ...

12月23日，史丹利盘中上涨2.06%，截至10:50，报9.92元/股，成交4945.62万元，换手率0.59%，总市值 114.27亿元。 资金流向方面，主力资金净流入198.46万元，特大单买入305.30万元，占比6.17%，卖出412.86万元，占 比8.35%；大单买入942.39万元，占比19.06%，卖出636.37万元，占比12.87%。 史丹利今年以来股价涨40.21%，近5个交易日涨4.75%，近20日涨5.31%，近60日涨8.47%。 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9月30日，史丹利股东户数3.31万，较上期减少7.15%；人均流通股25937股，较上期增加7.70%。 2025年1月-9月，史丹利实现营业收入92.90亿元，同比增长17.91%；归母净利润8 ...

Core Viewpoint - The slow-release compound fertilizer industry is experiencing significant growth driven by government policies promoting efficient and environmentally friendly fertilizers, with a projected market size of 312.7 billion yuan in China by 2024, and a compound annual growth rate (CAGR) of over 5% expected for production by 2025 [1][10]. Group 1: Industry Overview - Slow-release compound fertilizers utilize physical, chemical, or biological technologies to precisely control nutrient release, matching crop needs and improving nutrient utilization rates by 30%-50% [1][2]. - The industry is transitioning from economic crops to field crops, with the market for slow-release fertilizers expected to expand significantly due to their comprehensive advantages [1][10]. - The Chinese fertilizer market is projected to reach 312.7 billion yuan in 2024, with compound fertilizers accounting for nearly 50% of the application volume, solidifying their role as a market core [1][10]. Group 2: Policy Environment - The Chinese government has implemented multiple policies to encourage the development of efficient and environmentally friendly fertilizers, positioning slow-release compound fertilizers as a key component in promoting agricultural green development [1][6]. - Key policy documents include the "Action Plan for Reducing Chemical Fertilizer Use by 2025" and the "Guidelines for Promoting Agricultural Modernization," which collectively support the growth of the slow-release fertilizer sector [1][6]. Group 3: Industry Chain - The industry chain consists of upstream suppliers of nitrogen, phosphorus, potassium fertilizers, and coating materials, with midstream production focused on slow-release fertilizer manufacturers utilizing various technologies [1][8]. - The downstream application primarily serves agriculture, with nearly half of the demand coming from economic crops, while non-agricultural sectors like landscaping are also emerging [1][8]. Group 4: Competitive Landscape - The industry is characterized by a competitive landscape dominated by leading companies such as Kingenta, Stanley, and Ba Tian, which leverage technology and scale to establish market barriers [1][11]. - These leading firms are innovating in areas such as biodegradable coating technology and specialized fertilizers tailored to crop growth stages, enhancing their competitive edge [1][11]. Group 5: Future Trends - The slow-release compound fertilizer industry is expected to evolve towards precision technology, market structure optimization, and global collaboration, focusing on biodegradable materials and smart technology integration [1][12]. - The dual drive of policy and market demand will continue to shape the industry, leading to increased concentration and a shift towards specialized and functional products [1][14]. - Companies are likely to expand their applications beyond traditional agriculture into areas like ecological restoration, enhancing growth opportunities [1][15].

（文章来源：证券日报） 证券日报网讯 12月17日晚间，史丹利发布公告称，控股股东高进华补充质押30，666，700股，占其持 股7.88%，占公司总股本2.66%，质押期限2025年12月16日至2026年12月16日，质权人为国泰海通证券 股份有限公司，用途为补充流动资金。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 2、股东股份累计质押基本情况 截至本公告披露之日，控股股东及其一致行动人所持质押股份情况如下： ■ 注：上表中的"已质押股份限售数量""未质押股份限售数量"均为高管锁定股。 3、其他说明 公司控股股东及其一致行动人上述质押行为不会导致公司实际控制权发生变更，不存在平仓风险，也不 会对上市公司生产经营、公司治理等产生不利影响。公司控股股东及其一致行动人所持有公司股份不涉 及业绩补偿义务。公司将持续关注其质押情况及质押风险情况，并按规定及时做好相关信息披露工作， 敬请投资者注意投资风险。 本公司及董事会全体成员保证公告的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 史丹利农业集团股份有限公司（以下简称"公司"）于近日收到公司控股股东之一高进华先生关于部分股 份质押的告知函，具体如下： 一、股东部分股份质押的基本情况 1、本次部分股份质押基本情况 ■ 1、中国证券登记结算有限责任公司股份冻结明细； 2、深圳证券交易所要求的其他文件。 特此公告。 史丹利农业集团股份有限公司董事会 二〇二五年十二月十七日 二、备查文件 ...