证券代码：301035 证券简称：润丰股份 公告编号：2025-033 山东潍坊润丰化工股份有限公司 关于回购公司股份进展的公告 | 回购方案首次披露日 | 2024 年 月 4 日 | 11 | | | --- | --- | --- | --- | | 回购方案实施期限 | 自董事会审议通过本次回购股份方案之日起 12 月内 | | 个 | | 预计回购金额 | 拟使用不低于人民币 6,500.00 万元（含本数）且 不超过人民币 13,000.00 万元（含本数）自有资金 | | | | | 及股票回购专项贷款资金 | | | | 回购用途 | 用于股权激励计划 | | | | 累计已回购股数 | 2,497,945 股 | | | | 累计已回购股数占总股本比例 | 0.89% | | | | 累计已回购金额 | 124,815,120.34 元 | | | | 实际回购价格区间 | 46.96 元/股~51.50 元/股 | | | 山东潍坊润丰化工股份有限公司（以下简称"公司"）根据《上市公司股份 回购规则》《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》等相 关规定，公司应在首次回购 ...

草甘膦概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 000525 | 红太阳 | -4.44 | 8.06 | -11290.34 | | 002215 | 诺普信 | -1.72 | 4.57 | -4358.31 | | 600141 | 兴发集团 | 0.59 | 0.83 | -1198.36 | | 301665 | 泰禾股份 | -0.07 | 17.29 | -1134.85 | | 603970 | 中农立华 | -0.43 | 1.52 | -930.71 | | 300927 | 江天化学 | -0.69 | 5.11 | -675.31 | | 600486 | 扬农化工 | -2.23 | 1.02 | -652.24 | | 600596 | 新安股份 | 0.37 | 0.70 | -625.39 | | 603077 | 和邦生物 | 0.57 | 0.76 | -416.62 | | 002258 | 利尔化学 | -0.73 | 1.66 | - ...

价格价差变化： 投资建议与投资标的 风险提示 ⚫ 项目进展不及预期；需求不及预期；海外市场供需情况变化；油价大幅波动。 国家/地区 中国 行业 基础化工行业 报告发布日期 2025 年 06 月 23 日 看好（维持） | 倪吉 | 021-63325888*7504 | | --- | --- | | | niji@orientsec.com.cn | | | 执业证书编号：S0860517120003 | | 万里扬 | 021-63325888*2504 | | | wanliyang@orientsec.com.cn | | | 执业证书编号：S0860519090003 | | 农药行业爆炸事故引发交易性行情，看好 | 2025-06-15 | | --- | --- | | 差异化龙头的成长逻辑 | | | 本周宏观预期修复，大宗品表现较强 | 2025-06-08 | | 本周油价小幅下跌，农药关注度较高 | 2025-06-03 | 基础化工行业 行业研究 | 行业周报 以色列伊朗冲突加剧油气化工价格波动 核心观点 有关分析师的申明，见本报告最后部分。其他重要信息披露见分析师申明之后部分，或请 ...

Investment Rating - The report maintains a positive outlook on the chemical industry, particularly highlighting the potential for price increases in urea and ammonium sulfate due to geopolitical tensions affecting supply chains [4][5]. Core Insights - Geopolitical conflicts have disrupted approximately 22% of global urea trade, leading to price increases. The report notes significant impacts from events in Russia, Iran, and Israel on urea production and exports [5][6]. - The report emphasizes a stable global GDP growth rate of 2.8%, which supports steady demand for oil, despite potential slowdowns due to trade policies [5][6]. - The chemical sector is advised to focus on traditional cyclical stocks and specific growth opportunities, with recommendations for companies like Wanhua Chemical and Hualu Hengsheng [5][19]. Summary by Sections Industry Dynamics - Current macroeconomic conditions indicate a mixed outlook for oil, coal, and natural gas, with oil prices expected to remain under pressure due to geopolitical factors and OPEC+ production increases [5][6]. - The chemical industry PPI showed a year-on-year decline of 4.1% in May, influenced by base effects and weaker energy prices [8][10]. Price Movements - Urea prices in China increased to 1,750 CNY/ton, reflecting a 2.9% rise week-on-week, driven by supply constraints and increased demand from agricultural sectors [12]. - PTA prices rose by 8.8% to 5,280 CNY/ton, supported by supply reductions and strong market sentiment [10][11]. Investment Recommendations - The report suggests a focus on companies with strong fundamentals and growth potential, including those in the agricultural chemicals sector like New Oriental and Stanley [5][19]. - Specific stocks recommended for investment include Hualu Hengsheng, Xinlianxin, and Luhua Group, with ratings of "Buy" or "Increase" based on their projected earnings growth [19][20].

Group 1 - The glyphosate concept sector declined by 2.82%, ranking among the top declines in the concept sector, with companies like Taihe Co., Hongyang, and Zhongqi Co. experiencing significant drops [1] - The main outflow of funds in the glyphosate concept sector amounted to 495 million yuan, with 16 stocks experiencing net outflows, and 5 stocks seeing outflows exceeding 30 million yuan [2] - The stock with the highest net outflow was Hongyang, with a net outflow of 227 million yuan, followed by Nuofeng, Zhongqi Co., and Yangnong Chemical [2] Group 2 - The top decliners in the glyphosate concept sector included Hongyang (-5.98%), Nuofeng (-2.89%), and Zhongqi Co. (-4.48%) [3] - The trading volume for Hongyang was 24.52%, indicating a high turnover rate despite the decline [3] - In contrast, companies like Huabang Health and Runfeng Co. saw net inflows of 13.35 million yuan and 67.44 million yuan, respectively [2][3]

Investment Rating - The industry investment rating is "Positive (Maintain)" for the basic chemical industry [5] Core Viewpoints - The pesticide industry explosion incident has triggered a trading market, with a focus on the growth logic of differentiated leading companies. The explosion at Shandong Youdao Chemical Co., Ltd. resulted in 5 deaths and 6 missing persons, impacting the supply of chlorantraniliprole, which has a planned capacity of 11,000 tons, significantly exceeding current demand. This incident has led to a short-term supply contraction and heightened safety inspections, causing a slight increase in the price of chlorantraniliprole [11][12] - Despite the potential short-term supply gap for chlorantraniliprole, the market does not expect a widespread and sustained price increase, as the overall supply of the pesticide industry remains excessive. However, the industry has been in a prolonged downturn, and the explosion incident may provide a marginal recovery in overall return rates. Companies with differentiated growth logic are favored, including Yangnong Chemical and Runfeng Co., Ltd. [12][11] - The report also highlights the impact of geopolitical tensions, particularly between Israel and Iran, which have led to significant price increases in crude oil and related chemicals. Companies such as Huayi Group, Baofeng Energy, Satellite Chemical, and Wankai New Materials are recommended for investment due to their potential benefits from rising product prices [11][12] Summary by Sections Section 1: Core Viewpoints - The explosion incident in the pesticide industry has created a trading opportunity, with a focus on differentiated leading companies [11] - The supply of chlorantraniliprole is expected to tighten short-term, leading to a slight price increase [12] - The overall pesticide industry is in a prolonged downturn, but the explosion may provide a recovery opportunity [12] Section 2: Oil and Chemical Price Information - As of June 13, Brent oil prices increased by 11.67% to $74.23 per barrel, driven by geopolitical tensions and a decrease in U.S. commercial crude oil inventories [13] - Among 188 monitored chemical products, the top three price increases were WTI (up 7.4%), pure benzene (up 7.3%), and styrene (up 6.9%) [14][15]

Group 1 - The glyphosate concept sector increased by 1.61%, ranking 6th among concept sectors, with 13 stocks rising, including Zhongqi Co., Taihe Co., and Jiangshan Co., which rose by 6.30%, 4.82%, and 3.82% respectively [1] - The leading stocks in terms of net inflow of main funds include Zhongqi Co. with a net inflow of 27.41 million yuan, followed by Xin'an Co., Zhongnong Lihua, and Xingfa Group with net inflows of 26.98 million yuan, 26.60 million yuan, and 25.57 million yuan respectively [1] - The main fund inflow rate for Xin'an Co., Zhongnong Lihua, and Huabang Health is 12.55%, 11.48%, and 10.29% respectively, indicating strong investor interest in these stocks [2] Group 2 - The top gainers in the glyphosate concept sector include Zhongqi Co. with a 6.30% increase and a turnover rate of 23.92%, while the top losers include Nuobing Co. with a 2.40% decrease and a turnover rate of 5.51% [3] - The overall market performance shows a mixed trend with various sectors experiencing both gains and losses, highlighting the volatility in the market [1][2]

证券代码：301035 证券简称：润丰股份 公告编号：2025-032 山东潍坊润丰化工股份有限公司 关于部分募投项目结项将节余募集资金永久补充流 动资金及募集资金专户销户的公告 本公司及董事会全体成员保证信息披露内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 山东潍坊润丰化工股份有限公司（以下简称"润丰股份"或"公司"）首次 公开发行股票募集资金投资项目"高效杀虫杀菌剂技改项目"已达到预定可使用 状态并结项，公司将节余募集资金 4,883,456.76 元（含银行存款利息及理财收 益，实际金额以资金转出当日专户余额为准）永久性补充流动资金，用于公司的 日常经营所需，同时注销相关募集资金专项账户。现将相关事项公告如下： 一、募集资金使用基本情况 经中国证券监督管理委员会于 2021 年 6 月 23 日下发的《关于同意山东潍坊 润丰化工股份有限公司首次公开发行股票注册的批复》（证监许可[2021]2113 号）同意注册，公司向社会公开发行人民币普通股股票（A 股）69,050,000 股， 每股发行价格为 22.04 元，募集资金总额为人民币 152,186.20 万元，扣除各项 发行费用，实际 ...

Investment Rating - Industry rating is Neutral (maintained rating) [6] Core Viewpoints - The inorganic silicon industry has made significant progress in developing green low-carbon technologies and processes, with advancements in using rice husk ash as a silicon-based material to replace quartz sand for producing white carbon black [1][13] - The basic chemical sector has outperformed the CSI 300 index, with a weekly increase of 2.72%, while the CSI 300 index rose by 0.88% [4][17] - Key chemical products have shown varied price movements, with carbon dioxide prices increasing by 7% and liquid oxygen prices rising by 6.7% [2][3][29] Summary by Sections Key News Tracking - A meeting was held by the Inorganic Salt Industry Association to discuss the work plan for 2025-2026, highlighting the successful application of new technologies in the inorganic silicon industry [1][13] - The market for glyphosate remains stable with a gradual price increase supported by steady demand and normal supply conditions [2] Product Price Monitoring - Among the tracked 345 chemical products, 31 saw price increases, while 143 experienced declines, and 172 remained stable [28] - The top five chemical products with price increases include carbon dioxide (+7%), liquid oxygen (+6.7%), and WTI crude oil (+6.2%) [2][29] Sector Performance - The basic chemical sector ranked 7th in terms of weekly performance among all sectors, with notable increases in sub-industries such as pesticides (+7.23%) and non-metallic materials III (+6.43%) [4][21] - The basic chemical sector's price-to-book (PB) ratio is 2, while the overall A-share market's PB is 1.47 [26] Key Individual Stocks - The top-performing stocks in the basic chemical sector include Lianhua Technology (+39.13%) and Lingpai Technology (+28.99%) [23][24] - Conversely, the stocks with the largest declines include Hengtian Hailong (-15.91%) and Suzhou Longjie (-12.58%) [25] Investment Insights - The report suggests focusing on industries with stable demand and supply, such as refrigerants and phosphates, while also highlighting sectors with dual marginal improvements like organic silicon [5]

Core Insights - The Chinese pesticide industry has 115 companies with annual sales exceeding 500 million yuan, with many headquartered in Jinan High-tech Zone [1] Group 1: Company Performance - Shandong Weifang Runfeng Chemical Co., Ltd. achieved a revenue of 13.3 billion yuan in 2024, marking a 15.8% year-on-year growth [2] - Other notable companies include Qilu Pharmaceutical (Inner Mongolia) Co., Ltd. ranked 32nd, Qilu Shenghua Pharmaceutical Co., Ltd. ranked 75th, and Shandong Xianda Agricultural Chemical Co., Ltd. ranked 35th, all having significant operations in Jinan High-tech Zone [2] Group 2: Operational Strategies - Runfeng Chemical has established a trade company, an investment company, and a research base in Jinan, while maintaining production facilities in Argentina, Spain, and the USA [3] - Xianda Agricultural Chemical also follows a similar operational model, with approximately 45% of its products exported overseas [3] Group 3: Industry Development - Jinan aims to build a prominent biopharmaceutical industry chain, focusing on high-quality development from 2023 to 2025, with over 4,000 companies in the biopharmaceutical sector located in Jinan High-tech Zone [4] - The high-tech zone is concentrating on four key areas: pharmaceutical manufacturing, medical aesthetics, medical devices, and bioengineering [4] Group 4: Supportive Environment - Jinan High-tech Zone offers tax incentives, financing convenience, and research subsidies to support headquarters economy [5] - The region has formed a biopharmaceutical and health industry cluster, allowing pesticide companies to leverage resources for technological collaboration [5] - Jinan High-tech Zone hosts nearly 400 provincial-level research institutions, facilitating advanced research in green pesticides and nano-formulations [5] Group 5: Talent and Financial Resources - The high-tech zone provides access to high-end talent in chemistry and biotechnology, supporting research and management needs [6] - As a pilot area for financial reform, Jinan High-tech Zone has a comprehensive investment and financing system, aiding pesticide companies in capital operations [6] - Jinan's strategic location as a transportation hub enhances market reach, particularly for companies involved in international trade [6]