中金精选股票A（024709）基金经理为高懋。 截至发稿，高懋累计任职时间2年291天，现任基金资产总规模9.13亿元，任职期间最佳基金回报 31.37%， 任职期间最差基金回报-1%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 10月15日，润丰股份跌5.44%，截至发稿，报77.32元/股，成交2813.05万元，换手率0.13%，总市值 217.09亿元。 资料显示，山东潍坊润丰化工股份有限公司位于山东省济南市高新区汉峪金融商务中心五区5号楼 3001，成立日期2005年6月23日，上市日期2021年7月28日，公司主营业务涉及农药原药及制剂的研发、 生产和销售。主营业务收入构成为：除草剂72.04%，杀虫剂16.26%，杀菌剂10.33%，其他1.14%，其他 (补充)0.22%。 从基金十大重仓股角度 数据显示，中金基金旗下1只基金重仓润丰股份。中金精选股票A（024709）二季度持有股数22.11万 股，占基金净值比例为4.97%，位 ...

Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Viewpoints - The basic chemical industry is facing short-term challenges due to renewed US-China trade disputes, which have raised concerns about demand and led to a significant drop in international oil prices, with Brent crude oil prices falling by 4.8% [8] - Despite short-term pressures, the long-term outlook for the petrochemical industry remains positive, as high tariffs from trade disputes are unlikely to have a lasting impact, and domestic companies have gained valuable experience in navigating such challenges [8] - The green low-carbon sector is expected to become a new industry trend, with significant market potential for green methanol, bio-aviation fuel, and green polyester, which are anticipated to achieve rapid growth as they align with sustainable development goals [8] Summary by Sections Investment Recommendations and Targets - The report recommends buying shares of Wan Kai New Materials (301216) for its leading position in the green polyester industry. Other recommended stocks include: - Runfeng Co., Ltd. (301035) - Guoguang Co., Ltd. (002749) - Hailier (603639) - Sinopec (600028) - Hengli Petrochemical (600346) - Rongsheng Petrochemical (002493) - Wanhua Chemical (600309) - Huayi Group (600623) [3]

证券日报网讯 10月10日晚间，润丰股份发布公告称，2024年11月15日，公司通过回购专用证券账户以 集中竞价交易方式首次回购公司股份。截至2025年10月10日，公司本次回购方案已实施完毕，公司通过 回购专用证券账户以集中竞价交易方式累计回购公司股份数量为2，497，945股，占公司目前总股本的 0.89%。 （文章来源：证券日报） ...

格隆汇10月10日丨润丰股份(301035.SZ)公布，截至2025年10月10日，公司通过回购专用证券账户以集 中竞价交易方式累计回购公司股份数量为2,497,945股，占公司目前总股本的0.89%，最高成交价为人民 币51.50元/股，最低成交价为人民币46.96元/股，支付的总金额为人民币124,815,120.34元（不含交易费 用）。 ...

润丰股份公告，截至2025年10月10日，公司通过集中竞价交易方式累计回购公司股份249.79万股，占公 司目前总股本的0.89%，支付的总金额为1.25亿元。此次回购股份将全部用于实施股权激励计划。 ...

证券代码：301035 证券简称：润丰股份 公告编号：2025-057 山东潍坊润丰化工股份有限公司 关于股份回购结果暨股份变动的公告 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。 山东潍坊润丰化工股份有限公司（以下简称"公司"）于 2024 年 11 月 4 日召开了第四届董事会第二十三次会议，逐项审议通过了《关于回购公司股份方 案的议案》，同意公司使用自有资金及股票回购专项贷款资金以集中竞价交易方 式回购股份，回购的股份将全部用于实施股权激励计划。本次回购金额为不低于 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）， 回购价格上限为 59.24 元/股（调整后），具体回购股份的数量以回购结束时实 际回购的股份数量为准。具体内容详见公司于 2024 年 11 月 4 日及 2024 年 11 月 11 日在巨潮资讯网（www.cninfo.com.cn）披露的《关于回购公司股份方案暨 取得金融机构股票回购专项贷款的公告》（2024-060）及《回购股份报告书》 （2024-064）。 截至 2025 年 10 月 ...

证券代码：301035 证券简称：润丰股份 公告编号：2025-056 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 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。 重要内容提示 | 回购方案首次披露日 | 2024 年 11 月 4 日 | | | | --- | --- | --- | --- | | 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 个 | | | 月内 | | | | 预计回购金额 | 拟使用不低于人民币 不超过人民币 13,000.00 及股票回购专项贷款资金 | 6,500.00 | 万元（含本数）且 万元（含本数）自有资金 | | 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 ...

10月9日，润丰股份跌0.16%，成交额1.70亿元。两融数据显示，当日润丰股份获融资买入额1052.12万 元，融资偿还944.60万元，融资净买入107.52万元。截至10月9日，润丰股份融资融券余额合计2.05亿 元。 融资方面，润丰股份当日融资买入1052.12万元。当前融资余额2.04亿元，占流通市值的0.91%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，润丰股份10月9日融券偿还0.00股，融券卖出4600.00股，按当日收盘价计算，卖出金额36.68 万元；融券余量1.62万股，融券余额129.16万元，超过近一年60%分位水平，处于较高位。 资料显示，山东潍坊润丰化工股份有限公司位于山东省济南市高新区汉峪金融商务中心五区5号楼 3001，成立日期2005年6月23日，上市日期2021年7月28日，公司主营业务涉及农药原药及制剂的研发、 生产和销售。主营业务收入构成为：除草剂72.04%，杀虫剂16.26%，杀菌剂10.33%，其他1.14%，其他 (补充)0.22%。 截至6月30日，润丰股份股东户数6828.00，较上期增加22.12%；人均流通股41058股，较上期减少 1 ...

Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Viewpoints - The "Stabilizing Growth Work Plan" for the petrochemical industry has raised expectations, focusing on enhancing technological innovation, expanding effective investment, and fostering market demand [8] - The green low-carbon industry, particularly green polyester, is expected to experience rapid growth due to new technologies and significant market potential [8] Summary by Sections Investment Recommendations and Targets - The report favors companies that have strategically positioned themselves in the green polyester sector, such as Wankai New Materials (301216, Buy). Other recommended stocks include Sinopec (600028, Buy), Hengli Petrochemical (600346, Buy), Rongsheng Petrochemical (002493, Buy), Wanhua Chemical (600309, Buy), and Huayi Group (600623, Buy). Additionally, companies in the pesticide formulation segment like Runfeng Co., Ltd. (301035, Buy), Guoguang Co., Ltd. (002749, Buy), and Hailier (603639, Buy) are also highlighted [3] Industry Overview - The petrochemical industry is currently facing significant oversupply, making rapid recovery through market-driven policies challenging. However, the long-term outlook for the industry is improving, with lower valuations for leading chemical stocks providing good investment opportunities [8] - The green low-carbon sector, including green methanol, bio-aviation fuel, and green polyester, is gaining market attention due to its vast market space and the need for sustainable development. Companies that capitalize on these trends are expected to achieve rapid growth [8] Recent Developments - The recent "Stabilizing Growth Work Plan" emphasizes controlling new refining capacity and supporting key products in electronic chemicals and high-end polyolefins, while also fostering new application scenarios in emerging fields like renewable energy and low-altitude economy [8]

Core Insights - The glyphosate concept sector saw an increase of 0.94%, ranking third among concept sectors, with 13 stocks rising, including Li Er Chemical, Jiangshan Co., and Yangnong Chemical, which rose by 6.17%, 2.70%, and 2.10% respectively [1] - The sector experienced a net inflow of 0.20 billion yuan from main funds, with Li Er Chemical leading the inflow at 13.30 million yuan [1] Market Performance - The top-performing concept sectors included soybeans at 1.02%, and the glyphosate sector at 0.94%, while sectors like Tonghuashun Fruit Index and AI PC saw declines of -4.09% and -4.01% respectively [1] - The main funds' net inflow rates for Jiangtian Chemical, Hebang Biological, and Ando Mai A were 10.43%, 6.41%, and 3.60% respectively [2] Stock Performance - Li Er Chemical led the glyphosate sector with a daily increase of 6.17% and a turnover rate of 5.86%, with a net inflow of 13.30 million yuan [2] - Jiangtian Chemical and Hebang Biological also showed positive performance with increases of 0.67% and 0.00% respectively, and significant net inflows of 7.54 million yuan and 10.25 million yuan [2][3] - Stocks such as Nuobing and Taihe Co. experienced declines of -0.85% and -0.58% respectively, indicating some volatility within the sector [3]