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 ...

Core Viewpoint - Runfeng Co., Ltd. has shown significant growth in revenue and net profit, indicating strong operational performance in the agricultural chemical sector [2]. Financing and Trading Activity - On October 9, Runfeng Co., Ltd. experienced a slight decline of 0.16% in stock price, with a trading volume of 170 million yuan [1]. - The company had a financing buy-in amount of 10.52 million yuan and a net financing buy of 1.08 million yuan on the same day [1]. - The total financing and securities balance reached 205 million yuan, with the financing balance accounting for 0.91% of the circulating market value, indicating a high level of financing activity [1]. Business Performance - For the first half of 2025, Runfeng Co., Ltd. reported a revenue of 6.531 billion yuan, reflecting a year-on-year growth of 14.94% [2]. - The net profit attributable to shareholders reached 556 million yuan, marking a substantial increase of 205.62% compared to the previous year [2]. Shareholder and Dividend Information - Since its A-share listing, Runfeng Co., Ltd. has distributed a total of 1.371 billion yuan in dividends, with 992 million yuan distributed over the past three years [3]. - As of June 30, 2025, the number of shareholders increased to 6,828, while the average circulating shares per person decreased by 18.12% to 41,058 shares [2][3]. Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders included notable funds, with some experiencing changes in their holdings [3]. - For instance, the "Jiaoyin Trend Mixed A" fund reduced its holdings by 494,200 shares, while "Jiaoyin Qicheng Mixed A" increased its holdings by 691,200 shares [3].

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]

Group 1 - The core point of the article is that Runfeng Co., Ltd. announced the release of pledged shares by its controlling shareholder, Shandong Runyuan Investment Co., Ltd. [2] - The number of shares released from pledge amounts to 10,570,000 shares [2]

本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示 山东潍坊润丰化工股份有限公司（以下简称"公司"）控股股东山东润源投 资有限公司（以下简称"润源投资"）持有公司股份 114,911,237 股，占公司总 股本的 40.93%。截至本公告披露日，润源投资累计质押公司股份 33,508,500 股， 占其持股总数的 29.16%，占公司总股本的 11.93%。 一、本次股份解除质押的基本情况 证券代码：301035 证券简称：润丰股份 公告编号： 2025-055 山东潍坊润丰化工股份有限公司 关于控股股东部分股份解除质押的公告 控股股东山东润源投资有限公司保证向本公司提供的信息内容真实、准确和 完整，没有虚假记载、误导性陈述或重大遗漏。 截至本公告披露日，上述股东累计质押股份情况如下： | 已质押股份情况 | 未质押股份情况 | 本次解除质 | 本次解除质 | 占其所 | 占公司 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 持股数量 | 持股比 | 已 ...

Group 1 - The core viewpoint of the report indicates that the chemical industry is approaching the end of its current cycle, with a focus on demand recovery in 2024, particularly in infrastructure and exports, while the real estate cycle continues to decline [1][4] - From the demand side, infrastructure and export are expected to remain robust in 2024, with consumption showing resilience after two years of recovery [1][3] - On the supply side, global chemical capital growth is projected to turn negative in 2024, while domestic construction projects are seeing a rapid decline in growth, nearing a bottom by Q2 2024 [1][3] Group 2 - The report outlines various industry indicators, including valuation metrics, price indices, supply-side metrics, import/export contributions, downstream industry performance, and global macroeconomic indicators [2] - Specific recommendations for investment opportunities include sectors such as refrigerants, phosphates, amino acids, and organic silicon, with suggested companies for each sector [4][5] - The report emphasizes the need for companies to adapt to changing global trade dynamics, focusing on both internal production capabilities and external market opportunities [5]

Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Viewpoints - The green low-carbon related industries, including green methanol, bio-aviation fuel, and green polyester, are gaining market attention due to their vast market potential and the need for sustainable development [8] - The green polyester sector is particularly favored as new technologies are expected to drive rapid growth, allowing for the replacement of virgin materials and opening up significant new market opportunities [8] Summary by Sections Investment Recommendations and Targets - The report recommends buying shares of Wan Kai New Materials (301216), which is well-positioned in the green polyester industry. Other recommended stocks include Sinopec (600028), Hengli Petrochemical (600346), Rongsheng Petrochemical (002493), Wanhua Chemical (600309), and Huayi Group (600623) due to expected recovery in the petrochemical and chemical sectors driven by "anti-involution" policies. Additionally, it suggests buying shares of pesticide formulation companies such as Runfeng Co., Ltd. (301035), Guoguang Co., Ltd. (002749), and Hailier (603639) [3]

Core Viewpoint - The continuous expansion of crop planting area in China is driving the growth of the herbicide market, with increasing demand for long-lasting herbicides in non-agricultural sectors such as railways and industrial parks, leading companies to develop environmentally friendly formulations with a duration of over six months [1][9]. Summary by Sections Overview - The herbicide market is defined under the revised "Pesticide Management Regulations" by the State Council, which categorizes herbicides as substances used to suppress or kill weeds, thereby protecting crops [2]. - There are over 300 types of herbicides, classified into thirteen categories based on their chemical structure [2]. Industry Chain - The upstream of the herbicide industry includes suppliers of petrochemical raw materials, inorganic chemicals, and production equipment, while the midstream consists of glyphosate processing enterprises, and the downstream primarily serves agricultural and non-agricultural weed control markets [7][8]. Current Development - The total production of agricultural raw materials in China is projected to reach 3.3126 million tons in 2024, with herbicides accounting for 1.2719 million tons, representing 38.40% of the total [1][9]. - The demand for herbicides is expected to grow due to the continuous increase in crop planting area, which reached 173 million hectares in 2024, with various crops showing positive growth rates [8]. Import and Export Trade - In 2024, China's herbicide exports are expected to reach 2.1244 million tons, generating an export revenue of approximately $5.085 billion, with retail packaging accounting for 57.21% of the exports [10]. Competitive Landscape - The herbicide market in China is characterized by the coexistence of domestic and foreign companies, with leading firms like Bayer, Syngenta, and BASF holding significant market shares, while domestic companies such as Adama, Xingfa Group, and New Hope Group have also enhanced their market competitiveness [11]. Key Companies - Adama's revenue in 2024 is projected to exceed 29.49 billion yuan, with herbicide sales contributing 39.77% of its total revenue [11]. - New Hope Group is expected to achieve a revenue of 14.67 billion yuan in 2024, with a gross profit margin of 11.07% [12]. Future Trends - The future of the herbicide industry may see the integration of drone technology for real-time weed monitoring and targeted application, as well as a shift towards a closed-loop ecosystem that encompasses research, production, service, and recycling [13].