Core Insights - The article highlights a trend of decreasing shareholder accounts among 631 companies, indicating a concentration of shares among fewer investors [1][2] - Notable companies with significant declines in shareholder accounts include ZTE Corporation and Tianhe Co., with reductions of 21.09% and 24.50% respectively [1][2] - The article also discusses the stock performance of companies with declining shareholder accounts, noting that 47 stocks have risen while 54 have fallen, with Hai Chen Pharmaceutical showing the highest increase at 73.17% [2][3] Company Analysis - ZTE Corporation has the highest number of shareholder accounts at 428,391, having decreased for 13 consecutive periods, with a total decline of 21.09% [1][3] - Tianhe Co. has 23,874 shareholder accounts, down 24.50% over 12 periods [1][5] - Other companies with notable declines include Yalian Machinery, Igor, and Naipu Mining, with decreases of 25.51%, 21.80%, and 16.69% respectively [1][2] Stock Performance - Among the companies with declining shareholder accounts, Hai Chen Pharmaceutical, Zhengye Technology, and *ST Jinglun have shown significant stock price increases of 73.17%, 31.06%, and 30.71% respectively [2][3] - 22 out of the companies with decreasing shareholder accounts outperformed the Shanghai Composite Index, with Hai Chen Pharmaceutical achieving a relative return of 60.54% [2][3] Industry Insights - The industries with the highest concentration of companies experiencing declining shareholder accounts include basic chemicals, machinery equipment, and pharmaceutical biology, with 12, 10, and 9 companies respectively [2][3] - The majority of the companies with declining shareholder accounts are listed on the main board, with 60 companies compared to 41 on the Growth Enterprise Market [2][3] Institutional Activity - Eight companies with declining shareholder accounts have been subject to institutional research in the past month, with notable frequency in companies like Zhongqi Co., Naipu Mining, and Kairun Co. [2][3] - The companies with the highest number of institutional participants in research include Kairun Co. (50 institutions), Xinbao Co. (38 institutions), and Yaben Chemical (35 institutions) [2][3]

Group 1 - The company Tianhe Co., Ltd. reported that as of August 29, 2025, the total number of shareholders is 23,874, with 3,610 being institutional investors [2]

Core Viewpoint - The continuous decline in the number of shareholders for certain companies indicates a trend of increasing concentration of shares, with 82 companies experiencing a decrease for more than three consecutive periods, and some like ZTE Corporation seeing a drop for 13 consecutive periods [1]. Group 1: Shareholder Trends - A total of 460 companies reported their latest shareholder numbers as of August 31, with ZTE Corporation having 428,391 shareholders, a cumulative decrease of 21.09% over 13 periods [1]. - Tianhe Co., Ltd. has seen a continuous decline for 12 periods, with the latest number of shareholders at 23,874, reflecting a cumulative decrease of 24.50% [1]. - Other companies with significant declines include Huaping Co., ST Huawen, and *ST Jinglun, indicating a broader trend of shareholder concentration [1]. Group 2: Market Performance - Among the companies with declining shareholder numbers, 33 saw their stock prices rise, while 49 experienced declines, with notable increases for Haichen Pharmaceutical (58.39%), ZTE Corporation (35.58%), and *ST Jinglun (31.09%) [2]. - 13 companies outperformed the Shanghai Composite Index during this period, with Haichen Pharmaceutical, ZTE Corporation, and *ST Jinglun showing relative returns of 45.72%, 19.19%, and 18.27% respectively [2]. Group 3: Industry Distribution - The industries with the highest concentration of companies experiencing declining shareholder numbers include machinery, pharmaceuticals, and basic chemicals, with 9, 7, and 7 companies respectively [2]. - The main board has 43 companies with declining shareholder numbers, while the ChiNext board has 39 [2]. Group 4: Institutional Interest - In the past month, 7 companies with declining shareholder numbers were subject to institutional research, with Zhongqi Co., Opcon Vision, and Naipu Mining receiving 3, 2, and 2 research visits respectively [2]. - The companies with the highest number of institutional participants in research include Kairun Co. (50), Xinbao Co. (38), and Naipu Mining (32) [2].

Group 1 - The company Tianhe Co., Ltd. reported on August 26 that, according to the latest shareholder register from China Securities Depository and Clearing Corporation Limited, as of August 20, 2025, the total number of shareholders is 24,649 [1] - Among the total shareholders, the number of institutional shareholders is 4,074 [1]

Group 1 - The core viewpoint of the article is that Tianhe Co., Ltd. reported a decrease in revenue for the first half of 2025 while showing significant growth in net profit [1] Group 2 - The company's operating revenue for the first half of 2025 was 7.703 billion yuan, a year-on-year decrease of 7.14% [1] - The net profit attributable to shareholders of the listed company was 23.0265 million yuan, representing a year-on-year increase of 46.40% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 16.7553 million yuan, with a year-on-year growth of 37.36% [1] - The basic earnings per share were 0.07 yuan [1]

1 附件： | 其他关联资金往来 | 资金往来方名称 | 往来方与上市公司的关联关系 | 上市公司核算 的会计科目 | 2025年初往来资金余 额 | 2025年1-6月往来累 计发生金额(不含利 | 2025年1-6月往 来资金的利息(如 | 2025年1-6月偿还累 计发生金额 | 2025年6月末往来资金余额 | 往来形成原因 | 往来性质(经营性往 来、非经营性往来) | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 息) | 有) | | | | | | （续）上市公司的子公司 及其附属企业 | 广东天禾农资英德配送有限公司 | 子公司 | 其他应收款 | 542.25 | 386.33 | - | 844.24 | 84.34 | 资金集中管理 | 非经营性往来 | | | 广东天禾农资揭阳配送有限公司 广东天禾中荣农资汕尾配送有限公司 | 子公司 子公司 | 其他应收款 其他应收款 | 1,120.19 1,390.70 | 1,142.93 2,809.01 | - - | 2,2 ...

证券代码：002999 证券简称：天禾股份 公告编号：2025-045 （二）本次计提资产减值准备的资产范围、金额 根据相关法规及公司制度要求，结合公司运营的实际情况，本着谨慎性原则， 公司及控股子公司 2025 年第二季度计提资产减值准备 3,003.31 万元（人民币， 下同），包括：应收账款计提坏账准备 1,224.01 万元，其他应收款转回坏账准备 88.71 万元，存货计提跌价准备 1,868.01 万元。 单位：万元 | 项目 | 2025 | 年 03 | 月 | 31 | 日 | 本期增加金额 | | 本期减少金额 | | 2025 年 06 月 | 30 日 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 计提或转回 | 其他 | 核销或转 销 | 其他 | | | | 应收账款坏账 准备 | | | | 2,698.12 | | 1,224.01 | - | 7.87 | - | | 3,914.27 | 广东天禾农资股份有限公司 关于2025年第二季度计提资 ...

广东天禾农资股份有限公司 2025 年半年度财务报告 （未审计） 2025 年 8 月 1 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：广东天禾农资股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 757,373,675.05 | 1,443,421,251.48 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | | | | 衍生金融资产 | | | | 应收票据 | | | | 应收账款 | 951,710,961.63 | 465,425,307.26 | | 应收款项融资 | 22,394,546.13 | 32,201,916.10 | | 预付款项 | 1,064,840,833.45 | 1,346,669,005.39 | | 应收保费 | | | | 应收分保账款 | | | | 应收分保合同准备金 | | | | 其他应收 ...

证券代码：002999 证券简称：天禾股份 公告编号：2025-043 广东天禾农资股份有限公司 第五届监事会第二十七次会议决议公告 二、监事会会议审议情况 审议通过《关于公司<2025 年半年度报告>全文及摘要的议案》 经审核，监事会认为：董事会编制和审议《2025 年半年度报告》全文及摘 要的程序符合法律、行政法规及中国证监会、深圳证券交易所的相关规定，报告 内容真实、准确、完整地反映了公司的实际情况，不存在任何虚假记载、误导性 陈述或者重大遗漏。 具体内容详见公司披露于巨潮资讯网（http://www.cninfo.com.cn）的《2025 年半年度报告全文》《2025 年半年度报告摘要》（公告编号：2025-044）。 表决结果：3 票同意，0 票反对，0 票弃权。 三、备查文件 第五届监事会第二十七次会议决议。 本公司及监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。 一、监事会会议召开情况 广东天禾农资股份有限公司（以下简称"公司"）第五届监事会第二十七次 会议于 2025 年 8 月 22 日（星期五）在公司八楼会议室以现场方式召开。会议通 知已于 20 ...

广东天禾农资股份有限公司（以下简称"公司"）第五届董事会第五十七次 会议于 2025 年 8 月 22 日（星期五）在公司八楼会议室以现场结合通讯的方式召 开。会议通知已于 2025 年 8 月 12 日通过邮件的方式送达各位董事。本次会议应 出席董事 9 人，实际出席董事 9 人。（通讯方式出席董事 1 人，为：郭剑花） 会议由董事长刘艺召集并主持，全体监事、部分高级管理人员列席本次会议。 本次会议召开符合有关法律、行政法规、部门规章和《公司章程》的规定。 二、董事会会议审议情况 证券代码：002999 证券简称：天禾股份 公告编号：2025-042 广东天禾农资股份有限公司 第五届董事会第五十七次会议决议公告 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，没有虚假 记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 表决结果：9 票同意，0 票反对，0 票弃权。 三、备查文件 1、第五届董事会第五十七次会议决议； 广东天禾农资股份有限公司董事会 2025 年 8 月 26 日 审议通过《关于公司〈2025 年半年度报告〉全文及摘要的议案》 公司根据《公开发行证券的公司信息披露内容与格式准则第 ...