证券代码：002942 证券简称：新农股份 公告编号：2025-051 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，没有虚假 记载、误导性陈述或重大遗漏。 浙江新农化工股份有限公司（以下简称"公司"）于 2018 年 12 月 5 日完成 首次公开发行股票并在深圳证券交易所上市交易。公司首次公开发行股票并上市 项目持续督导的保荐机构为光大证券股份有限公司（以下简称"光大证券"），原 指定保荐代表人范国祖先生和袁婧女士负责公司上市后的持续督导工作。 2020 年 7 月 8 日，公司收到光大证券出具的《关于更换浙江新农化工股份 有限公司保荐代表人的报告》，公司原持续督导保荐代表人袁婧女士因内部工作 调整原因，不再负责公司的持续督导保荐工作，为保证持续督导工作的有序进行， 光大证券决定由靳京先生接替袁婧女士的持续督导工作，继续履行保荐职责。具 体内容详见公司于 2020 年 7 月 10 日披露于巨潮资讯网的《关于更换持续督导保 荐代表人的公告》（公告编号：2020-061）。 2025 年 9 月 22 日，公司收到光大证券出具的《关于更换浙江新农化工股份 有限公司保荐代表人的报告》，公司原持续督 ...

Market Overview - The agricultural chemical sector experienced a decline of 1.6% on September 3, with Hongda Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Stock Performance - Notable gainers in the agricultural chemical sector included: - Hualu Hengsheng (600426) with a closing price of 27.15, up 1.00% [1] - Dongfang Tower (002545) at 10.35, up 0.98% [1] - Yadi International (000893) at 33.46, up 0.48% [1] - Major decliners included: - Hongda Co., Ltd. (600331) at 9.95, down 8.13% [2] - Xinong Co., Ltd. (002942) at 18.84, down 5.23% [2] - Red Four Square (603395) at 37.20, down 4.69% [2] Capital Flow - The agricultural chemical sector saw a net outflow of 696 million yuan from institutional investors, while retail investors contributed a net inflow of 499 million yuan [2][3] - The sector's overall capital flow indicates a mixed sentiment among different investor types, with retail investors showing more confidence [2][3] Individual Stock Capital Flow - Key stocks with significant capital flow include: - Yadi International (000893) with a net inflow of 45.87 million yuan from institutional investors [3] - Xin'an Co., Ltd. (600596) with a net inflow of 10.22 million yuan from institutional investors [3] - Dongfang Tower (002545) with a net inflow of 4.19 million yuan from institutional investors [3]

Group 1: Financial Performance - The company achieved a revenue of 591 million yuan in the first half of 2025, representing a year-on-year growth of 9.70% [2] - The net profit attributable to shareholders reached 90.59 million yuan, with a year-on-year increase of 32.84% [2] Group 2: Business Strategy and Growth Drivers - The growth was primarily driven by the enhancement of the technical marketing model in the formulation business, which deepened service to target markets and improved sales quality [2] - The industrial products and overseas formulation business focused on key products and clients, leading to continued growth in overseas sales [2] - Increased investment in R&D, with R&D expenses amounting to 29.47 million yuan, accounting for 4.98% of revenue [2] Group 3: Environmental and Safety Management - The company has implemented a robust EHS management system, ensuring 100% compliance with pollutant discharge standards through real-time monitoring and safety training [3] Group 4: International Market Expansion - The overseas formulation business has seen growth due to deepening market presence in Southeast Asia and expansion into Eastern Europe and South America [3][4] - The company has established partnerships with international agricultural enterprises, enhancing its market position [4] Group 5: Future Development Plans - The company aims to solidify its market position in the bactericide sector and enhance its service value through strategic product focus and brand development [4] - Plans to maintain competitive advantages include a differentiated strategy focusing on core crops and continuous improvement in product quality [4][5] Group 6: Competitive Advantages - The company possesses strong R&D capabilities, having introduced advanced production technologies and holding multiple national honors [5] - A comprehensive product range covering the entire pesticide industry chain, which reduces costs and improves product quality [5]

Core Insights - New Agricultural Co., Ltd. experienced a stock price increase of 3.11% with a trading volume of 2.25 billion yuan and a volatility of 15.27% on the day [1] - Institutional investors net bought 10.96 million yuan, while brokerage seats collectively net sold 5.87 million yuan [1] - The stock was listed on the Shenzhen Stock Exchange due to its daily volatility reaching 15.27% [1] Trading Activity - The top five trading departments accounted for a total transaction volume of 125 million yuan, with a buying amount of 65.26 million yuan and a selling amount of 60.17 million yuan, resulting in a net buying of 5.09 million yuan [1] - Three institutional specialized seats were involved in the trading, with a total buying amount of 20.01 million yuan and a selling amount of 9.05 million yuan, leading to a net buying of 10.96 million yuan [1] Fund Flow - The stock saw a net inflow of 30.77 million yuan from major funds, with a significant single order net inflow of 27.19 million yuan and a large order net inflow of 3.59 million yuan [1] - Over the past five days, the net inflow of major funds amounted to 19.98 million yuan [1]

Group 1 - Zhonglun New Materials plans to reduce its shareholding by up to 4 million shares, accounting for 1% of the total share capital [1] - Haojiang Intelligent plans to reduce its shareholding by up to 1.5 million shares, accounting for 0.8364% of the total share capital [1] - Dekeli plans to reduce its shareholding by up to 474,180 shares, accounting for 3% of the total share capital [1][2] Group 2 - Fosun Pharma's subsidiary has received FDA approval for its HLX14 injection, intended for treating osteoporosis in postmenopausal women [3][4] - Shengtai Group plans to reduce its shareholding by up to 16.67 million shares, accounting for 3% of the total share capital [5] - Fangyuan Co. plans to reduce its shareholding by up to 15.3 million shares, accounting for 3% of the total share capital [6] Group 3 - Shenkai Co. completed a tender offer, resulting in 14.5655 million shares being accepted, giving the acquirer a 9.71% stake [8] - Guangdong Construction's 90MW solar-storage project in Tibet has achieved full capacity grid connection [9] - Kesi Technology plans to reduce its shareholding by up to 471,220 shares, accounting for 3% of the total share capital [9] Group 4 - Zhongtai Automobile's subsidiary faces forced execution, impacting its operational capacity [10] - Weima Agricultural Machinery plans to reduce its shareholding by up to 960,000 shares, accounting for 0.98% of the total share capital [10] - Tianqi Co. signed a strategic cooperation agreement with EVE Energy to enhance the lithium battery supply chain [11] Group 5 - Sudavige plans to acquire up to 51% of Changzhou Weipu Semiconductor Equipment Co. for a total valuation of up to 1 billion yuan [12] - Dengyun Co. plans to transfer 75% of its subsidiary's equity for 137 million yuan [13] - Sierte has received a notice of investigation from the China Securities Regulatory Commission for suspected information disclosure violations [14] Group 6 - Enjie Co. received a VAT refund of 188 million yuan for its subsidiary [15] - Jiama Clothing plans to reduce its shareholding by up to 366,000 shares, accounting for 0.28238% of the total share capital [16] - Xinong Co. plans to reduce its shareholding by up to 1.05 million shares, accounting for 0.6737% of the total share capital [17] Group 7 - Jiewate plans to jointly acquire 66.25% of Xinguang Haian for a total price of 418 million yuan [18] - Hubei Energy reported an increase in power generation by 22.05% year-on-year in August, with a total of 5.020 billion kWh generated [19][20] - Nasda signed a strategic cooperation agreement with Teld for collaboration in market and product innovation [21] Group 8 - Jinli Technology plans to reduce its shareholding by up to 978,200 shares, accounting for 0.56% of the total share capital [22][23]

Group 1 - The core point of the announcement is that shareholder Dai Jinguo plans to reduce his holdings in Zhejiang Xinong Chemical Co., Ltd. by up to 1,050,000 shares, which represents 0.6737% of the company's total share capital [1][2] - Dai Jinguo currently holds 1,796,620 shares, accounting for 1.1527% of the total share capital [1] - The reduction will take place through centralized bidding or block trading within three months from the announcement date, starting 15 trading days after the disclosure [1][2] Group 2 - Dai Jinguo has made commitments regarding the reduction, including not transferring more than 25% of his shares annually after the lock-up period and refraining from selling shares within six months after leaving his position [2][3] - The company will monitor the implementation of this reduction plan and ensure compliance with relevant laws and regulations [4]

Summary of Key Points Core Viewpoint - On September 1, Guizhou Moutai disclosed an increase in shareholding, while 18 A-share listed companies announced share reductions by their shareholders [1][3]. Group 1: Guizhou Moutai - The controlling shareholder of Guizhou Moutai increased their holdings by 67,800 shares [3]. Group 2: Share Reduction Announcements - Jinli Technology: Shareholder Wang Gangjuan plans to reduce holdings by up to 978,200 shares [3]. - New Agricultural Shares: Shareholder Dai Jingu intends to reduce holdings by up to 1,050,000 shares [3]. - Weima Agricultural Machinery: Chongqing Baoxia plans to reduce holdings by up to 0.98% of the company [3]. - Jiaman Apparel: Shareholder Shenzhen Jiaqiao plans to reduce holdings by up to 0.28238% [3]. - Fangyuan Shares: Shareholder Wuzhong Yuanding plans to reduce holdings by up to 3% [3]. - Kesi Technology: Liang Hongjian intends to reduce holdings by up to 3% [3]. - Shengtai Group: Itochu Asia plans to reduce holdings by up to 3% [3]. - Tenglong Shares: Jiang Yilin reduced holdings by 250,000 shares on August 28 [3]. - Haojiang Intelligent: Shareholder Nanjing Fuhua plans to reduce holdings by up to 1,500,000 shares [3]. - Dekeli: Shareholders holding over 5% plan to reduce holdings by up to 2.9957% [3]. - Yaxiang Integration: Shareholder plans to reduce holdings by up to 0.54% [3]. - Zhonglun New Materials: Shareholder plans to reduce holdings by up to 1% of total share capital [3]. - Juhualong: Shareholder Dongtai Juhua Ying plans to reduce holdings by up to 1% [3]. - Yidamo: Shareholder Qingyuan China plans to reduce holdings by up to 1% [3]. - Zhongtie Dingye: Shareholder Zhongyuan Equity commits not to reduce holdings within 36 months [3]. - Jinghua Laser: Directors and senior management plan to reduce holdings by up to 1,434,200 shares [3]. - Haotaitai: Shareholder Hou Pengde plans to reduce holdings by up to 0.8698% [3]. - Longqi Technology: Shareholder Suzhou Shunwei plans to reduce holdings by up to 4.09% [3].

Group 1 - The core point of the article is that shareholder Dai Jinguo plans to reduce his holdings in Xinong Co., Ltd. by up to 1.05 million shares, which represents approximately 0.6737% of the company's total share capital [1] - Dai Jinguo currently holds 1,796,620 shares, accounting for 1.1527% of the total share capital of the company [1] - The reduction will be executed through centralized bidding or block trading within three months from the announcement date, starting 15 trading days after the disclosure [1]

Group 1 - The core point of the article is that a shareholder of New Agricultural Co., Ltd. plans to reduce their stake in the company by selling up to 1.05 million shares, which represents a maximum of 0.67% of the total share capital [1] Group 2 - The shareholder, Dai Jinguo, holds 1.15% of the company's shares and intends to execute the reduction through centralized bidding or block trading [1]

Company Overview - New Agricultural Co., Ltd. (SZ 002942) announced on September 1 that shareholder Mr. Dai Jinguo, holding approximately 1.1527% of the company's total shares (around 1.8 million shares), plans to reduce his holdings by up to 1.05 million shares through centralized bidding or block trading [1]. Financial Performance - For the first half of 2025, New Agricultural Co., Ltd.'s revenue composition is as follows: the pesticide industry accounts for 93.18%, while other businesses contribute 6.82% [1]. - As of the report date, the market capitalization of New Agricultural Co., Ltd. is 3 billion yuan [1].