证券代码：300927 证券简称：江天化学 公告编号：2026-005 南通江天化学股份有限公司 大股东减持股份预披露公告 持股 5%以上的股东南通江山农药化工股份有限公司保证向本公司提供的信 息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 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。 特别提示： 持有南通江天化学股份有限公司（以下简称"公司""发行人"）股份 13,028,400 股（占公司总股本比例 9.02%）的股东南通江山农药化工股份有限公 司（以下简称"江山股份"）计划在本减持计划公告发布之日起 15 个交易日后 的 3 个月内（即 2026 年 3 月 17 日至 2026 年 6 月 16 日）通过集中竞价或大宗交 易方式合计减持本公司股份不超过 4,330,800 股（占本公司总股本的比例为 3.00%），其中以集中竞价方式减持持有的公司股份不超过 1,443,600 股（即不 超过公司股份总数的 1%）；以大宗交易方式减持公司股票不超过 2,887,200 股 （即不超过公司股份总数的 2%）。 公司于近日收到江山股份出具的《 ...

Core Viewpoint - The company emphasizes the importance of its core management team's extensive industry experience as a foundation for sustainable and steady development [1] Group 1 - The company is focused on talent development and has plans to cultivate and attract young talent to ensure the orderly transfer of management experience and continuous innovation [1] - The board and management team are committed to diligently promoting high-quality development and creating value for shareholders [1]

Core Viewpoint - The chemical sector is experiencing significant stock price increases, with several companies reaching their daily limit up, indicating strong market interest and potential bullish sentiment in the industry [1] Group 1: Company Performance - Jiangtian Chemical and Jinniu Chemical have hit the daily limit up, showcasing robust investor confidence [1] - Other companies such as Meibang Technology, Chengzhi Co., Jinrui Mining, Xinjin Road, Hongxing Development, Zhongtai Chemical, Luxi Chemical, Zhongyan Chemical, and Sanyou Chemical are also witnessing stock price increases, reflecting a broader positive trend in the chemical sector [1]

Market Overview - The chemical raw materials sector increased by 0.54% on February 4, with Shandong Haihua leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Stock Performance - Shandong Haihua (000822) closed at 5.73, with a rise of 5.91% and a trading volume of 445,000 shares, amounting to a transaction value of 251 million yuan [1] - Jinniu Chemical (600722) closed at 8.09, up 4.39%, with a trading volume of 890,500 shares and a transaction value of 720 million yuan [1] - Other notable performers include: - Liudai Co. (002109) at 4.23, up 3.93% [1] - Yinglite (000635) at 10.26, up 3.64% [1] - Xinjiang Tianye (600075) at 6.10, up 3.39% [1] Fund Flow Analysis - The chemical raw materials sector experienced a net outflow of 396 million yuan from institutional investors, while retail investors saw a net inflow of 392 million yuan [2] - The overall fund flow indicates a mixed sentiment, with institutional investors withdrawing capital while retail investors increased their positions [2] Individual Stock Fund Flow - New Jinlu (000510) had a net outflow of 46.4 million yuan from institutional investors, while retail investors contributed a net inflow of 100 million yuan [3] - Jiangtian Chemical (300927) saw a net inflow of 44.6 million yuan from institutional investors, but a net outflow of 23.7 million yuan from retail investors [3] - Titanium Energy (002145) had a net inflow of 29.8 million yuan from institutional investors, indicating strong interest [3]

Group 1 - The chemical raw materials sector increased by 2.76% on February 3, with Jiangtian Chemical leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Jiangtian Chemical's stock price rose by 11.39% to 33.75, with a trading volume of 199,700 shares and a transaction value of 652 million yuan [1] Group 2 - The main funds in the chemical raw materials sector experienced a net outflow of 393 million yuan, while retail investors saw a net inflow of 461 million yuan [2] - The trading data for various companies in the sector shows mixed performance, with some stocks like Jiangtian Chemical and Huarong Chemical seeing significant gains, while others like Jinniu Chemical and Luxi Chemical reported declines [2][3] - The net inflow and outflow of funds varied significantly among individual stocks, indicating diverse investor sentiment within the sector [3]

Group 1 - The chemical sector continues to rise, with Jin Jing Technology hitting the daily limit, indicating strong market performance [1] - Jiangtian Chemical increased by over 10%, reflecting positive investor sentiment in the industry [1] - Huaron Chemical, Zhongyida, and Boyuan Chemical also experienced gains, suggesting a broader upward trend in the chemical sector [1]

Market Overview - The chemical raw materials sector experienced a decline of 0.25% on January 29, with New Jinlu leading the drop [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] Top Performers - Jin Niu Chemical (600722) saw a closing price of 8.61, with a significant increase of 9.96% and a trading volume of 1.1677 million shares, totaling a transaction value of 9.52 billion [1] - Jiang Tian Chemical (300927) closed at 34.93, up 8.08%, with a trading volume of 247,600 shares and a transaction value of 8.05 billion [1] - Mei Rui Ya (600714) closed at 17.24, up 6.09%, with a trading volume of 349,800 shares [1] Underperformers - New Jinlu (000510) closed at 16.63, down 10.01%, with a trading volume of 1.0948 million shares and a transaction value of 1.864 billion [2] - Sanxiang New Materials (603663) closed at 42.18, down 4.79%, with a trading volume of 238,800 shares [2] - Sanqi Co. (603938) closed at 25.69, down 4.36%, with a trading volume of 147,900 shares [2] Capital Flow - The chemical raw materials sector saw a net outflow of 267 million from institutional investors and 172 million from retail investors, while retail investors had a net inflow of 439 million [2] - The capital flow for specific stocks indicates varying trends, with some stocks experiencing significant net inflows from retail investors [3] Notable Stock Movements - Bin Hua Co. (601678) had a net inflow of 1.07 billion from institutional investors, while it faced a net outflow of 31.52 million from retail investors [3] - Bao Feng Energy (600989) recorded a net inflow of 94.19 million from institutional investors, with a net outflow of 53.11 million from retail investors [3] - San You Chemical (600409) had a net inflow of 70.55 million from institutional investors, while retail investors experienced a net outflow of 46.44 million [3]

Core Viewpoint - Jiangtian Chemical (300927.SZ) expects a significant decline in net profit for 2025, with projections ranging from 15.9 million to 20.6 million yuan, representing a decrease of 93.08% to 94.66% compared to the previous year [1] Group 1: Financial Performance - The net profit attributable to shareholders for 2024 is expected to be significantly higher due to a one-time gain from the acquisition of San Daya Fine Chemicals (Nantong) Co., Ltd., which resulted in a negative goodwill of 255 million yuan [1] - The net profit for 2024 will be positively impacted by this non-recurring income, which is not related to the company's ongoing operations and lacks sustainability [1] - The net profit for 2025, excluding non-recurring gains, is projected to be between 12.44 million and 16.83 million yuan, reflecting a decline of 58.02% to 68.97% compared to the previous year [1]

Core Viewpoint - Jiangtian Chemical announced an expected net profit attributable to shareholders of the listed company for 2025 to be between 15.90 million and 20.60 million yuan, representing a decline of 93.08% to 94.66% compared to the same period last year (post-restructuring) [2] Summary by Category - **Company Performance** - The projected net profit for 2025 is between 15.90 million and 20.60 million yuan [2] - This represents a significant decrease of 93.08% to 94.66% compared to the previous year [2] - **Financial Outlook** - The company is facing a substantial decline in profitability, indicating potential challenges ahead [2] - The figures suggest a need for strategic reassessment to address the declining profit margins [2]

Core Viewpoint - Jiangtian Chemical announced an expected net profit for 2025 ranging from 15.9 million to 20.6 million yuan, representing a year-on-year decline of 51.57% to 62.62% [1] Financial Performance - The profit forecast is based on preliminary calculations by the company's finance department and has not yet been audited by an accounting firm [1] - The company has communicated with the auditing accounting firm regarding the performance forecast, and there are no discrepancies between the company and the auditors concerning this report period's profit forecast [1]