2、股东股份累计质押基本情况 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。 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 | 股东名称 | 是否为控股 股东或第一 | | 本次解除质 押股份数量 | 占其所 持股份 | 占公司总 | 起始日 | 解除 | | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 大股东及其 | | （股） | 比例 | 股本比例 | | 日期 | | | | | 一致行动人 | | | | | | | | | | | | | | | | 2024 年 | 2025 | 年 | 国泰海通 | | 高进华 | | 是 | 57,625,000 | 14.81% | 5.00% | 11 月 29 | ...

南财智讯12月1日电，史丹利公告，史丹利农业集团股份有限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，本次解除质押股份数量为57,625,000股，占其所持股份比例的 14.81%，占公司总股本比例的5.00%。本次解除质押后，高进华所持公司股份中质押数量为50,000,000 股，占其所持股份比例的12.85%。 ...

Core Viewpoint - The announcement indicates that a major shareholder, Gao Jinhua, has released a portion of their pledged shares, which does not affect the company's control or pose any risks to its operations [1] Group 1: Share Pledge Details - Gao Jinhua has released 57,625,000 shares from pledge, representing 14.81% of their holdings and 5% of the company's total share capital [1] - The pledge was initiated on November 29, 2024, and will be released on November 28, 2025 [1] - As of the announcement date, the major shareholder and their concerted parties have a total of 135,290,000 shares pledged, which is 22.38% of their holdings and 11.75% of the company's total share capital [1] Group 2: Impact on Company - The release of pledged shares will not lead to any change in the actual control of the company [1] - There is no risk of forced liquidation associated with this pledge release [1] - The overall impact on the company is deemed neutral, with no adverse effects anticipated [1]

债券市场已从单边行情进入低利率、低波动、低利差的震荡周期，进入"交易为王时代"，机会往往源于 市场超调，而非泡沫化的高位。 收益需要从三类差异中挖掘：一是信息差异，通过高频复盘捕捉宏观数据、公开市场操作等边际变化； 二是行动差异，在市场情绪化波动时逆向布局，比如国债期货因对冲资金进出暴涨暴跌时，通过价量分 析识别"情绪溢价"，遵循"大波动建大仓位、小波动小仓位"的原则；三是品种策略差异，利率债捕捉波 段收益、信用债挖掘信用利差及品种轮动阿尔法、布局双低转债等，避免单一品类资产的收益瓶颈。 操作策略上，11月资产选择高赔率资产做修复，趋势行情仍未到来，因此11月选择的资产需保留一定流 动性的考量。 展望2026年债市，预计股债市场都会偏向震荡，以结构性机会和阶段性行情为主，强预期弱现实可能性 较大。目前市场对价格回升的预期较强，价格预期里的预期差以及节奏上是否存在阶段性阻力，都会影 响债券市场的投资方向和节奏。预计在流动性宽松的环境下，短债产品预计依然能够对居民存款起到替 代作用。另外，从2025年3季度来看，含权固收+产品依然有增量资金，预计这也将成为2026年产品收 益产生分化的地方。 摩根史丹利（0025 ...

Core Viewpoint - The pharmaceutical sector has shown significant strength, with various sub-sectors such as pharmaceutical commerce, chemical pharmaceuticals, influenza, and innovative drugs leading the gains in the market [1][2]. Sector Performance - Pharmaceutical Commerce: Increased by 43.67% [2] - Cell Immunotherapy: Increased by 42.76% [2] - Chemical Pharmaceuticals: Increased by 2.74% [2] - Influenza: Increased by 2.61% [2] - Innovative Drugs: Increased by 2.48% [2] Notable Stocks - Huaren Health: Increased by 20.00%, with a total market value of 69.60 billion [3] - Haiwang Biological: Increased by 10.20%, with a total market value of 73.93 billion [3] - Ruikang Pharmaceutical: Increased by 10.00%, with a total market value of 48.00 billion [3] - Hainan Haiyao: Increased by 10.00%, with a total market value of 119.9 billion [3] Market Context - As of the report, the Shanghai Composite Index decreased by 0.03%, while the Shenzhen Component Index increased by 0.84% and the ChiNext Index increased by 1.52% [4][5]. - Over 2300 stocks in the market saw an increase, with nearly 60 stocks hitting the daily limit up [5]. Influenza Activity - There has been a rapid increase in influenza activity nationwide, with Beijing entering a high incidence period for respiratory infectious diseases [3]. - Sales of Oseltamivir surged by 237% in the past week, while sales of Favipiravir increased by 180% [3].

Core Viewpoint - The company has completed the main construction of its 50,000 tons/year iron phosphate project at the Songzi base, but has not yet commenced production due to the current market conditions for iron phosphate [1] Group 1: Project Status - The main construction of the iron phosphate project has been completed [1] - The company is prioritizing the stability of its core fertilizer business over the production of iron phosphate [1] Group 2: Market Considerations - The company will continue to monitor changes in the iron phosphate market to determine the appropriate timing for capacity release [1]

史丹利（002588.SZ）11月12日在投资者互动平台表示，公司暂无黄磷产品的生产与销售业务。 （记者 王瀚黎） 每经AI快讯，有投资者在投资者互动平台提问：公司是否有黄磷产品的生产及销售？ ...

Core Viewpoint - Stanley Agricultural Group Co., Ltd. has shown significant growth in revenue and net profit for the year 2025, indicating a strong performance in the agricultural sector, particularly in the fertilizer market [2]. Financial Performance - As of September 30, 2025, Stanley reported a revenue of 9.29 billion yuan, representing a year-on-year increase of 17.91% [2]. - The net profit attributable to shareholders for the same period was 815 million yuan, reflecting a growth of 22.71% compared to the previous year [2]. Stock Performance - Stanley's stock price has increased by 42.76% year-to-date, with a 5.10% rise over the last five trading days, 8.72% over the last 20 days, and 8.19% over the last 60 days [1]. - The stock was trading at 10.10 yuan per share, with a market capitalization of 11.634 billion yuan as of November 12 [1]. Shareholder Information - The number of shareholders decreased by 7.15% to 33,100 as of September 30, 2025, while the average number of circulating shares per person increased by 7.70% to 25,937 shares [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 last three years [3]. Institutional Holdings - As of September 30, 2025, the seventh largest circulating shareholder is GF Stable Growth Mixed A, holding 18.9696 million shares, a decrease of 9.038 million shares from the previous period [3]. - Hong Kong Central Clearing Limited is the eighth largest circulating shareholder, holding 18.9608 million shares, down by 3.4064 million shares [3].

Core Viewpoint - Stanley Agricultural Group Co., Ltd. has shown significant stock performance and financial growth, with a notable increase 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's stock price has increased by 46.43% year-to-date, with a 6.26% rise over the last five trading days [1]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 7.15% to 33,100, while the average circulating shares per person increased by 7.70% to 25,937 shares [2]. - Cumulative cash dividends since the A-share listing amount to 1.373 billion yuan, with 559 million yuan distributed over the past three years [3]. Market Activity - On November 7, Stanley's stock price rose by 2.07% to 10.36 yuan per share, with a trading volume of 188 million yuan and a turnover rate of 2.15% [1]. - The net inflow of main funds was 4.827 million yuan, with significant buying and selling activity from large orders [1]. Business Overview - Stanley specializes in the research, production, and sales of compound fertilizers and new fertilizers, along with grain storage, agricultural technology services, and agricultural information consulting [1]. - The revenue composition includes 50.51% from chloride-based compound fertilizers, 26.01% from new fertilizers and phosphate fertilizers, and 20.29% from sulfate-based compound fertilizers [1].

Core Viewpoint - The agricultural chemical sector experienced a significant increase of 3.47% on November 6, with Chengxing Co., Ltd. leading the gains, reflecting positive market sentiment in this industry [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1]. - Key stocks in the agricultural chemical sector showed notable price increases, with Chengxing Co., Ltd. rising by 10.04% to a closing price of 10.85, and Yuntianhua Co., Ltd. also increasing by 10.00% to 32.46 [1]. Group 2: Trading Volume and Capital Flow - The agricultural chemical sector saw a net inflow of 9.04 billion yuan from institutional investors, while retail investors experienced a net outflow of 5.84 billion yuan [2][3]. - Chengxing Co., Ltd. had a net inflow of 700.29 million yuan from institutional investors, indicating strong institutional interest despite a net outflow from retail investors [3]. Group 3: Individual Stock Performance - Other notable performers included Batian Co., Ltd. with a 10.01% increase, closing at 12.42, and Liuguo Chemical Co., Ltd. with a 9.28% increase, closing at 6.95 [1]. - The trading volume for Chengxing Co., Ltd. reached 893,700 shares, contributing to a total transaction value of approximately 940 million yuan [1].