Core Viewpoint - The article discusses the impact of the upcoming export tax rebate cancellation on various companies in the glyphosate industry, highlighting their strategies to mitigate cost pressures and capitalize on market opportunities. Group 1: Company Strategies and Advantages - Xingfa Group, a leading player in the phosphate chemical industry, benefits from a complete supply chain and cost control, allowing it to quickly pass on cost pressures post-export tax rebate cancellation [1][19] - Yangnong Chemical, a leader in the biorational pesticide sector, plans to shift towards high-value formulation exports, leveraging its strong overseas registration and channel networks [2][20] - Hebang Biotechnology has a high self-sufficiency rate in raw materials, which helps it mitigate cost increases and capture orders during overseas inventory replenishment cycles [3][19] - Runfeng Co., a prominent pesticide exporter, can quickly adjust its product structure to high-value formulations, benefiting from its global partnerships and supply chain flexibility [4][20] - Xin'an Chemical, known for its integrated production model, significantly reduces costs and enhances flexibility in price transmission through its dual production of organic silicon and glyphosate [5][21] Group 2: Market Position and Growth Potential - Taihe Co. focuses on raw material production and aims to expand its market share by optimizing production costs and enhancing its domestic formulation market presence [6][22] - Andermatt Biocontrol, a global leader in pesticide formulations, plans to leverage its strong R&D capabilities and global network to maintain market leadership post-tax rebate changes [7][24] - Lier Chemical, with a complete R&D and production system, aims to enhance its market position through technological upgrades and a stable raw material supply chain [8][25] - Nopson, a leading pesticide formulation company, is expected to strengthen its domestic market position by quickly adapting to changes in export pressures [9][26] - Jiangshan Co., a top glyphosate producer, is positioned to benefit from its scale and technological advantages, allowing it to consolidate market share amid industry restructuring [10][28] Group 3: Industry Trends and Challenges - The glyphosate industry is experiencing consolidation, with companies poised to capture market share from smaller players exiting the market due to increased competition and regulatory pressures [11][29] - Companies are focusing on technological advancements and product iterations to address challenges such as glyphosate resistance and to enhance their competitive edge [12][30] - The shift towards high-value formulations and domestic market focus is a common strategy among companies to mitigate the impact of the export tax rebate cancellation [13][34]

证券代码：300927 证券简称：江天化学 公告编号： 2026-001 南通江天化学股份有限公司 关于变更审计机构项目质量控制复核合伙人的公告 三、本次变更对公司的影响 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。 南通江天化学股份有限公司（以下简称"公司"）于 2025 年 4 月 16 日召开 第四届董事会第十五次会议，审议通过了《关于续聘会计师事务所的议案》，同 意续聘信永中和会计师事务所（特殊普通合伙）（以下简称"信永中和会计师事 务所"）为公司 2025 年度审计机构。具体内容详见公司于 2025 年 4 月 18 日在 巨潮资讯网（www.cninfo.com.cn）上披露的《关于续聘会计师事务所的公告》 （公告编号：2025-010）。前述事项已于 2025 年 5 月 9 日召开的 2024 年年度股 东会审议通过。近日，公司收到信永中和会计师事务所出具的《关于更换南通江 天化学股份有限公司项目质量控制复核合伙人的变更函》，现将相关事项公告如 下： 一、本次变更项目质量控制复核合伙人的基本情况 信永中和会计师事务所原委派刘玉显先生为项目质量 ...

Group 1 - The glyphosate concept index declined by 0.02%, ranking among the top declines in the concept sector, with companies like Hebang Biotechnology, Jiangshan Shares, and Xingfa Group experiencing significant drops [1] - Among the companies in the glyphosate sector, 9 stocks saw price increases, with notable gains from Nuo Shun (up 4.20%), Li Er Chemical (up 3.45%), and Jiang Tian Chemical (up 2.26%) [1][3] Group 2 - The glyphosate concept sector experienced a net outflow of 234 million yuan, with 13 stocks seeing net outflows, and 5 stocks exceeding 10 million yuan in outflows, led by Hebang Biotechnology with a net outflow of 134 million yuan [2] - Other companies with significant net outflows include Jiangshan Shares (57.89 million yuan), Hongtaiyang (29.72 million yuan), and Xin'an Shares (23.04 million yuan) [2] - Conversely, the companies with the highest net inflows included Li Er Chemical (40.21 million yuan), Nuo Shun (18.77 million yuan), and Zhongnong Lihua (3.39 million yuan) [2]

Group 1 - The glyphosate concept sector declined by 0.44%, ranking among the top declines in the concept sector, with major declines seen in companies like Xin'an Chemical, Lier Chemical, and Jiangshan Chemical [1] - Among the companies in the glyphosate sector, eight stocks saw price increases, with Jiangtian Chemical, Taihe Co., and Nuofengxin leading the gains at 0.58%, 0.52%, and 0.46% respectively [1] - The main capital outflow from the glyphosate sector today was 146 million yuan, with 14 stocks experiencing net outflows, and six stocks seeing outflows exceeding 10 million yuan [1] Group 2 - Xin'an Chemical had the highest net capital outflow of 51.38 million yuan, followed by Nuofengxin, Xingfa Group, and Runfeng Co. with outflows of 19.73 million yuan, 14.59 million yuan, and 12.70 million yuan respectively [1] - The stocks with the highest net capital inflow included Yangnong Chemical and Ando Mai A, with inflows of 0.67 million yuan and 0.06 million yuan respectively [2] - The trading volume for Xin'an Chemical was 3.74%, while Lier Chemical had a turnover rate of 4.12% [1][2]

进一步统计，近3个月内该股累计发生25笔大宗交易，合计成交金额为9018.24万元。 | 成交量 | 成交金 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | 额（万 | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | 元） | （元） | | | | | 44.50 | 2107.97 | 47.37 | -19.66 | 高盛（中国）证券有限责任公司上 海浦东新区世纪大道证券营业部 | 中国银河证券股份 有限公司浙江分公 | | | | | | | 司 | | 11.14 | 527.70 | 47.37 | -19.66 | 华泰证券股份有限公司总部 | 中国银河证券股份 有限公司浙江分公 | | | | | | | 司 | | | | | | | 中国银河证券股份 | | 6.40 | 303.17 | 47.37 | -19.66 | 机构专用 | 有限公司浙江分公 | | | | | | | 司 | 证券时报·数据宝统计显示，华光新材今日收盘价为58.96元，上涨6.14%，日换手率为7.70 ...

证券日报网讯1月7日，华光新材在互动平台回答投资者提问时表示，公司现阶段海外业务收入包括电力 电气领域，公司泰国生产基地项目也在紧锣密鼓的推进建设，对应的下游领域覆盖海外电力电气领域。 公司产品应用于风电、水电、核电、光伏、储能、真空灭弧室等电力电气领域，近几年公司电力电气业 务持续增长，具体业务情况请关注公司后续发布的定期报告。 ...

证券日报网讯1月7日，华光新材在互动平台回答投资者提问时表示，公司按规定可以披露前十大股东信 息，截至2025年9月30日，前十大股东有瑞士银行集团(UBSAG)和J.P.Morgan Securities PLC-自有资金， 公司股东户数是9368户，最新的股东信息和股东户数，请关注公司后续披露的定期报告。 ...

Group 1 - The company is actively managing the risk of rising raw material prices through a coordinated mechanism involving supply, production, sales, and finance [1] - The company is implementing hedging strategies to mitigate the impact of raw material price fluctuations [1] - The company has developed welding materials and technologies to meet the intelligent, green, and material-saving demands of downstream customers in response to rising raw material costs [1]

证券日报网讯 12月29日，江天化学发布公告称，公司2025年12月29日14：30召开2025年第四次临时股 东会，审议通过《关于2026年度日常关联交易预计额度的议案》《关于修订并办理工商变更登记的议 案》。 （编辑 丛可心） ...

关 于 南 通 江 天 化 学 股 份 有 限 公 司 2025 年 第 四 次 临 时 股 东 会 的 法 律 意 见 书 北 京 大 成 (上 海 )律 师 事 务 所 www.dentons.cn 上海市世纪大道 100 号环球金融中心 9 层/24 层/25 层（200120） 9th/24th/25th Floor, Shanghai World Financial Center, No.100 Century Avenue Shanghai 200120, P. R. China Tel: +86 21 5878 5888 Fax: +86 21 5878 6866 关于南通江天化学股份有限公司 2025 年第四次临时股东会的 法律意见书 致：南通江天化学股份有限公司 根据《中华人民共和国证券法》（以下简称"《证券法》"）、《中华人民共和 国公司法》（以下简称"《公司法》"）和中国证券监督管理委员会《上市公司股 东会规则》等法律、法规和其他有关规范性文件的要求，北京大成（上海）律师 事务所（以下简称"本所"）接受南通江天化学股份有限公司（以下简称"公司"） 的委托，指派律师参加公司 2025 年第 ...