来源：金融界 资金流向方面，今日主力资金净流入1652.98万元，占比成交额7.27%。其中，超大单净流入600.54万 元、占成交额2.64%，大单净流入1052.45万元、占成交额4.63%，中单净流出流出569.33万元、占成交 额2.5%，小单净流出1083.65万元、占成交额4.76%。 天眼查商业履历信息显示，贵州川恒化工股份有限公司，成立于2002年，位于黔南布依族苗族自治州， 是一家以从事农副食品加工业为主的企业。企业注册资本60766.6683万人民币，实缴资本36000万人民 币。公司法定代表人为吴海斌。 金融界消息 截至2025年8月15日收盘，川恒股份（002895）报收于26.09元，上涨3.41%，换手率 1.47%，成交量8.79万手，成交金额2.27亿元。 通过天眼查大数据分析，贵州川恒化工股份有限公司共对外投资了21家企业，参与招投标项目113次， 知识产权方面有商标信息51条，专利信息134条，此外企业还拥有行政许可157个。 川恒股份最新一期业绩显示，截至2025一季报，公司营业总收入14.93亿元、同比增长43.07%，归属净 利润2.02亿元，同比增长50.02%，扣 ...

证券之星消息，8月15日农化制品板块较上一交易日上涨1.42%，贝斯美领涨。当日上证指数报收于 3696.77，上涨0.83%。深证成指报收于11634.67，上涨1.6%。农化制品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300796 | 贝斯美 | 11.78 | 5.27% | 40.31万 | 4.68亿 | | 600331 | 宏达股份 | 10.48 | 4.59% | 50.39万 | 5.19亿 | | 600141 | 兴发集团 | 25.08 | 4.50% | 21.03万 | 5.20亿 | | 000422 | 湖北宣化 | 13.65 | 4.20% | - 41.37万 | 5.63亿 | | 600389 | 江山股份 | 22.46 | 4.08% | 8.73万 | 1.92亿 | | 600731 | 湖南海利 | 8.23 | 3.78% | 34.96万 | 2.86亿 | | 600596 | 新安股份 | 10.02 | ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The chlor-alkali industry is experiencing a recovery in profitability, driven by a tightening supply of glyphosate and glufosinate, leading to price increases [4][20] - The "anti-involution" policy is expected to be a key focus in 2025 and beyond, aiming to optimize the competitive landscape in the chemical industry [26] Summary by Sections Industry Trends - The chemical industry index outperformed the CSI 300 index by 1.1% this week, with 76.7% of the 545 tracked stocks showing weekly gains [17] - The average price of glyphosate increased to 26,399 CNY/ton, a rise of 0.37% from the previous week, while glufosinate also saw a price increase [21][22] Key Products Tracking - Urea and potassium chloride prices have risen, while phosphorite and phosphates remain stable [52] - The average price of urea reached 1,780 CNY/ton, up 0.62% from the previous week, driven by improved market sentiment [52][54] Recommended and Beneficiary Stocks - Recommended stocks include leading chemical companies such as Wanhua Chemical, Hualu Hengsheng, and Hengli Petrochemical [6][26] - Beneficiary stocks include companies like Jiangshan Co., Ltd. and Hebei New Chemical Materials [24][27]

Group 1 - The stock price of Chuanheng Co., Ltd. is reported at 24.78 yuan, down 0.28% from the previous trading day, with a trading volume of 114 million yuan and a fluctuation of 1.01% [1] - Chuanheng Co., Ltd. specializes in the research, production, and sales of phosphate chemical products, which are widely used in agriculture, industry, and new energy materials [1] - The company expects a net profit attributable to shareholders of 520 million to 590 million yuan for the first half of 2025, representing a year-on-year growth of 47.03% to 66.82% [1] Group 2 - As of July 31, 2025, the number of shareholders of the company is 26,700, an increase of 1.74% compared to the previous period [1] - On August 5, 2025, the net outflow of main funds was 5.62 million yuan, with a cumulative net outflow of 8.81 million yuan over the past five days [1]

证券日报网讯川恒股份（002895）8月5日在互动平台回答投资者提问时表示，截至2025年7月31日，公 司股东为26719户。 ...

Group 1 - Weihai Guangtai reported a net profit of 83.32 million yuan for the first half of 2025, a year-on-year decrease of 22.41%, while total revenue reached 1.425 billion yuan, an increase of 10.91% [1] - Haowei Group expects a net profit increase of 39.43% to 49.67% for the first half of 2025, estimating a profit range of 1.906 billion to 2.046 billion yuan [1] - Tengda Construction won a bid for a project worth 118 million yuan, with a construction period of 500 calendar days [1] Group 2 - Shanda Power plans to use up to 520 million yuan of idle raised funds for cash management, investing in safe and liquid products with a term not exceeding 12 months [3] - Rundu Co., Ltd. received approval for the listing application of its chemical raw material drug, which is suitable for surgical treatment in adults and children over one month old [4] - Zhongyuan Qihua's subsidiary's clinical trial application for a drug aimed at treating pulmonary fibrosis has been accepted [4] Group 3 - Shanghai Xiba plans to establish a joint venture with Yuyuan Rare Earth, focusing on advanced materials for lithium-ion solid-state batteries, with a registered capital of 200 million yuan [6] - Aorite's senior management plans to reduce their holdings by up to 62,500 shares, accounting for 0.02% of the company's total equity [7] - Yipin Hong's subsidiary's clinical trial application for a new oral drug for endometriosis has been accepted [8] Group 4 - Haya Pharmaceutical plans to lease idle assets covering 22,671.39 square meters for a period of 10 years [9] - Southern Precision Engineering applied for a credit limit of 50 million yuan from a bank for operational purposes [11] - Jindawei's subsidiary established a joint venture with a registered capital of 5 million yuan, focusing on the sale of food additives and health products [12] Group 5 - Gaode Infrared signed a product order contract worth 307 million yuan, expected to account for 11.46% of the company's audited revenue for 2024 [13] - Xichang Electric will implement a low valley electricity price policy starting September 1, 2025, which is expected to reduce net profit by approximately 5.55 million yuan [14] - Huyou Pharmaceutical's first subject has been dosed in a Phase I clinical trial for a drug targeting advanced solid tumors [16] Group 6 - Chuanheng Co., Ltd. received a patent for a dust removal system in mining operations [17] - Spring Wind Power's application for issuing convertible bonds has been accepted by the Shanghai Stock Exchange [18] - Liuyao Group plans to repurchase shares worth between 100 million and 200 million yuan [19] Group 7 - Baiyun Electric has obtained a commitment letter for a stock repurchase loan of up to 18 million yuan [20] - Tonghe Pharmaceutical received a patent for a method of preparing an intermediate for a migraine treatment drug [21] - Tainkang's subsidiary's Phase II clinical trial for a drug for vitiligo has shown significant efficacy and safety [23] Group 8 - Yuhua Tian's secretary and deputy general manager resigned for personal reasons [24] - Heizhima's controlling shareholder is planning a change in control, leading to a temporary suspension of stock trading [25] - Keda Li's subsidiary completed a capital increase, raising its registered capital to 700 million yuan [26] Group 9 - Fangda Special Steel's shareholder plans to reduce holdings by up to 1% of the company's shares [28] - ST Pava's director is under investigation for alleged embezzlement, but the company's operations remain normal [29] - Jiachuan Video's controlling shareholder is planning a change in control, resulting in a temporary stock suspension [32] Group 10 - Danhua Technology will change its stock name to Jinmei Technology starting August 7, 2025, due to a relocation of its registered office [33] - Morning Wind Technology's shareholder plans to reduce holdings by up to 1% of the company's shares [34] - Leshan Electric will adjust residential gas prices starting September 1, 2025, which is expected to increase gross profit by approximately 2.7 million yuan [35] Group 11 - SAIC Motor reported a total vehicle sales of 337,500 units in July 2025, a year-on-year increase of 34.22%, with significant growth in new energy vehicle sales [36] - LIGONG Navigation's shareholders plan to reduce holdings by up to 3% of the company's shares [37] - United Imaging's employee stock ownership platform plans to reduce holdings by up to 1.62% of the company's shares [38] Group 12 - Beiqi Blue Valley's subsidiary reported a 6.38% decline in sales in July 2025 [39] - Watson Bio's clinical research application for an mRNA vaccine has been accepted [40]

川恒股份（SZ 002895，收盘价：24.85元）8月4日晚间发布公告称，贵州川恒化工股份有限公司控股子 公司贵州福麟矿业有限公司于近日收到中华人民共和国国家知识产权局颁发的专利证书1项。专利名称 为"一种磷矿井下岩巷综掘工作面除尘系统"。 2024年1至12月份，川恒股份的营业收入构成为：化工行业占比84.47%，磷矿石开采占比9.19%，其他 占比6.35%。 （文章来源：每日经济新闻） ...

贵州川恒化工股份有限公司（以下简称公司）控股子公司贵州福麟矿业有限公 司（以下简称福麟矿业）于近日收到中华人民共和国国家知识产权局颁发的专利证 书 1 项，具体情况如下： | 专利号 | 专利名称 | 专利权人 | 类型 | 专利申请日 | | 授权公告日 | | 专利权生效 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | | 日期 | | ZL 2024 2 | 一种磷矿井下岩巷综 | 福麟矿业 | 实用 | 2024 年 10 | | 2025 年 | 08 | 自授权公告 | | 2554519.6 | 掘工作面除尘系统 | | 新型 | 月 22 | 日 | 月 01 | 日 | 之日起生效 | 以上专利的取得有利于进一步完善公司的知识产权保护体系，形成持续创新机 制，保持技术领先地位，不断提升公司的核心竞争力。 特此公告。 证券代码：002895 证券简称：川恒股份 公告编号：2025-094 贵州川恒化工股份有限公司 获得专利证书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 ...

Group 1 - The company announced a share buyback of 1,760,300 shares, which represents 0.29% of its current total share capital [2]

格隆汇8月1日丨川恒股份(002895.SZ)公布，截至2025年7月31日，公司通过深圳证券交易所交易系统以 集中竞价方式回购股份数量为1,760,300股，占公司当前总股本的0.29%，最高成交价为23.90元/股，最 低成交价为22.00元/股，支付的总金额为4013.9399万元(不含交易费用)。 ...