证券代码：002588 证券简称：史丹利 公告编号：2025-043 史丹利农业集团股份有限公司 关于控股股东部分股份质押的公告 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 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： | | | | 本次质押 | 本次质押 | 占其所 | 占公司 | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 持股数量 | 持股比 | 前质押股 | 后质押股 | 持股份 | 总股本 | 已质押股 | 占已质 | 未质押股 | 占未质 | | 名称 | （股） | 例 | 份数量 | 份数量 | 比例 | 比例 | 份限售数 | 押股份 | 份限售数 | 押股份 | | | | | （股） | （股） | | | 量（股 ...

Core Insights - The chemical industry is entering a favorable phase driven by demand, value, and supply dynamics [5][6][7] - Global supply constraints and the exit of European capacities are expected to enhance the market environment for the chemical sector [7] Demand Drivers - Key opportunities identified in various sectors include: - Gas turbine upstream: companies like Zhenhua Co., Yingliu Co., Longda Co., and Wanze Co. [5] - Refrigerants and fluorinated liquids: companies such as Juhua Co., New Zhoubang, and Runhe Materials [5] - Energy storage supply chain: including Chuanheng Co., Xingfa Group, Yuntianhua, Batian Co., and others [5] - Semiconductor materials: companies like Yanggu Huatai, Wanrun Co., Dinglong Co., and others [5] Value Drivers - Potential for increased dividend yields in sectors such as: - Coal chemical: Hualu Hengsheng, Luxi Chemical, and Baofeng Energy [6] - Oil refining: Hengli Petrochemical, Satellite Chemical, and Sinopec [6] - Phosphate fertilizers: Yuntianhua, Yuntu Holdings, and others [6] Supply Drivers - Domestic anti-involution policies and the exit of European production capacities are expected to support the chemical industry: - PTA and polyester filament: companies like Xin Fengming and Tongkun Co. [7] - Tire manufacturing: including Sailun Tire, Zhongce Rubber, and others [7] Key Companies and Profit Forecasts - Selected companies with profit forecasts include: - Zhenhua Co. (Net profit forecast for 2025: 6.04 billion, PE: 21.8) [8] - Yingliu Co. (Net profit forecast for 2025: 4.08 billion, PE: 42.7) [8] - Longda Co. (Net profit forecast for 2025: 1.06 billion, PE: 34.9) [8] - Wanze Co. (Net profit forecast for 2025: 2.37 billion, PE: 32.9) [8] - Juhua Co. (Net profit forecast for 2025: 48.14 billion, PE: 24.4) [8] Industry Cycle Insights - The chemical industry is expected to enter a new cycle, with demand recovery and supply-side reforms driving growth [14][21] - The chemical price index has shown signs of recovery, indicating a potential upturn in the market [20][21]

Demand Side - The demand for phosphate rock in China is projected to be 11,320 million tons in 2024, with expectations of 11,802 million tons and 12,414 million tons in 2025 and 2026 respectively, resulting in an actual incremental demand of 482 million tons and 612 million tons [2] - Emerging demand from the energy storage sector is expected to drive the phosphate chemical industry, with the incremental demand for phosphate rock from energy storage batteries estimated at 393 million tons and 431 million tons for 2025 and 2026 respectively [2] - Traditional demand for phosphate fertilizers is expected to remain weak due to rising raw material prices, with a low likelihood of recovery in phosphate fertilizer demand in 2025 and 2026 [2] Supply Side - In 2024, China's phosphate rock capacity, effective capacity, and output are projected to be 19,447 million tons, 11,916 million tons, and 11,353 million tons respectively, with expected capacities of 21,732 million tons and 24,762 million tons in 2025 and 2026 [3] - The supply of phosphate rock is significantly affected by environmental safety incidents, leading to a large gap between planned and actual production capacities [3] - The phosphate iron industry is experiencing long-term overcapacity, with effective capacity and output for phosphate iron in 2024 estimated at 426 million tons and 205 million tons respectively, and expected to increase to 499 million tons and 540 million tons in 2025 and 2026 [3] Price Outlook - The operating rate for phosphate rock capacity in 2024 is expected to be 58%, with effective capacity operating at 95%, and projected to balance supply and demand in 2025 and 2026 [4] - Low-grade phosphate rock prices may face slight pressure, while high-grade phosphate rock prices are expected to remain elevated [4] - The phosphate iron market is anticipated to experience tight supply, with effective capacity operating rates expected to improve from 48% in 2024 to 60% and 80% in 2025 and 2026 respectively [4] Investment Recommendations - Companies with integrated phosphate rock and phosphate iron production capabilities are recommended, including Tianqi Materials, Hunan YN, and Zhongwei Co [5] - Companies with phosphate iron production and rich phosphate rock resources are expected to benefit significantly from rising phosphate iron prices, including Chuanheng Co, Xingfa Group, and Batian Co [5]

Core Viewpoint - The report from Dongwu Securities highlights the expected growth in demand for phosphate rock driven by emerging sectors, while traditional demand is projected to decline. The overall supply and demand dynamics for phosphate rock and iron phosphate are analyzed for the years 2024 to 2026 [1][2][3]. Demand Side - Phosphate rock demand in China is projected to be 11,320 million tons in 2024, with expectations of 11,802 million tons and 12,414 million tons in 2025 and 2026 respectively. The actual increase in demand is estimated at 482 million tons and 612 million tons [1]. - Emerging sectors, particularly energy storage and power batteries, are expected to drive demand for phosphate rock, with an increase of 393 million tons and 431 million tons in 2025 and 2026 respectively. Iron phosphate is anticipated to contribute significantly to this demand [1]. - Traditional demand for phosphate fertilizers is expected to weaken due to rising raw material prices, with a forecasted decline in phosphate fertilizer production in early 2025 [1]. - Iron phosphate demand is projected to reach 214 million tons in 2024, increasing to 325 million tons and 449 million tons in 2025 and 2026, respectively, with significant contributions from energy storage [1]. Supply Side - Phosphate rock production capacity in China is expected to be 19,447 million tons in 2024, with projections of 21,732 million tons and 24,762 million tons for 2025 and 2026. Effective capacity and production are also expected to increase correspondingly [2]. - The supply of phosphate rock is significantly impacted by environmental safety incidents, leading to a gap between planned and actual production capacity [2]. - The iron phosphate industry is characterized by long-term overcapacity, with effective capacity and production expected to rise from 426 million tons and 205 million tons in 2024 to 499 million tons and 540 million tons in 2025 and 2026, respectively [2]. Price Outlook - The operating rate for phosphate rock capacity is projected to be 58% in 2024, with expectations of 57% and 54% in 2025 and 2026. High-grade phosphate rock prices are expected to remain elevated, while low-grade prices may face slight pressure [3]. - The iron phosphate market is anticipated to experience tight supply conditions, with operating rates expected to improve significantly in 2025 and 2026, indicating a potential supply gap [3]. Recommended Companies - Companies with phosphate iron and phosphate rock layouts are recommended, including Tianci Materials, Hunan YN, and Zhongwei Co. [4]. - Integrated chemical companies with phosphate iron production and phosphate rock resources are expected to benefit from rising phosphate iron prices, with suggested companies including Chuanheng Co., Xingfa Group, and others [4].

Core Viewpoint - The report highlights the growth in China's agricultural nitrogen, phosphorus, and potassium fertilizer production, indicating a positive trend in the industry from 2020 to 2025 [1] Group 1: Industry Overview - In September 2025, China's agricultural nitrogen, phosphorus, and potassium fertilizer (calculated as pure) production reached 5.22 million tons, reflecting a year-on-year increase of 3.3% [1] - From January to September 2025, the cumulative production of agricultural nitrogen, phosphorus, and potassium fertilizers in China was 48.713 million tons, showing a cumulative growth of 9.6% [1] - The data is sourced from the National Bureau of Statistics and compiled by Zhiyan Consulting, a leading industry consulting firm in China [1] Group 2: Companies Involved - Listed companies in the fertilizer sector include Salt Lake Co. (000792), Hubei Yihua (000422), Yuntianhua (600096), Luxi Chemical (000830), Xinyangfeng (000902), Stanley (002588), Sichuan Meifeng (000731), and Yangmei Chemical (600691) [1]

Core Viewpoint - Stanley Agricultural Group Co., Ltd. has shown a positive stock performance and financial growth, with significant increases in revenue and net profit year-on-year, indicating a strong position in the agricultural sector [1][2]. Financial Performance - As of September 30, 2025, Stanley achieved a revenue of 9.29 billion yuan, representing a year-on-year growth of 17.91% [2]. - The net profit attributable to shareholders for the same period was 815 million yuan, reflecting a year-on-year increase of 22.71% [2]. - The company has distributed a total of 1.373 billion yuan in dividends since its A-share listing, with 559 million yuan distributed over the past three years [3]. Stock Performance - On December 2, Stanley's stock price increased by 2.22%, reaching 9.66 yuan per share, with a total market capitalization of 11.127 billion yuan [1]. - The stock has seen a year-to-date increase of 36.54%, with a 5-day increase of 2.55% and a 20-day increase of 1.05%, although it has decreased by 1.78% over the past 60 days [1]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased to 33,100, a reduction of 7.15% from the previous period [2]. - The average number of circulating shares per shareholder increased by 7.70% to 25,937 shares [2]. - Notable institutional holdings include Guangfa Stable Growth Mixed Fund, which holds 18.9696 million shares, down by 9.038 million shares from the previous period [3].

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 份解除质押的告知函，具体如下： 一、股东部分股份解除质押的基本情况 1、本次部分股份解除质押基本情况 ■ 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： ■ 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。 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。 二、备查文件 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 二〇二五年十二月一日 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。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002588 证券简称：史丹利公告编号：2025-042 史丹利农业集团股份有限公司 关于控股股东部分股份解除质押的公告 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。 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。 二、备查文件 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 份解除质押的告知函，具体如下： 一、股东部分股份解除质押的基本情况 1、本次部分股份解除质押基本情况 ■ 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。 1、中国证券登记结算有限责任公司股份冻结明细； ...

证券日报网讯 12月1日晚间，史丹利发布公告称，控股股东之一高进华先生于2025年11月28日解除质押 57，625，000股，占其所持股份比例14.81%，占公司总股本比例5.00%，质权人为国泰海通证券股份有 限公司。 （文章来源：证券日报） ...

每经AI快讯，史丹利（SZ 002588，收盘价：9.45元）12月1日晚间发布公告称，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解除质押的告知函，本次解除质押5762.5万股。 每经头条（nbdtoutiao）——5年期大面积下线，3年期利率低至1.5%仍一单难求：要么"售罄"要么"额度 紧张"！中长期大额存单为何在消失？ 截至本公告日，高进华累计质押股数为5000万股，占其所持股份比例为12.85%。高英累计质押股数为 4038万股，占其所持股份比例为76.33%。高文安累计质押股数为2046万股，占其所持股份比例为 49.49%。高文靠累计质押股数为2445万股，占其所持股份比例为50%。 （记者 王晓波） 2025年1至6月份，史丹利的营业收入构成为：制造业占比96.81%，其他业务占比3.19%。 截至发稿，史丹利市值为109亿元。 ...