格隆汇1月28日｜泰禾股份(301665.SZ)公告称，泰禾股份预计2025年归属于上市公司股东的净利润为 3.99亿元-4.62亿元，比上年同期增长50.40%-73.68%。报告期内，受益于部分产品价格回升，综合毛利 率同比上涨，带动公司业绩同比上涨。 ...

南财智讯1月28日电，泰禾股份发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 39997.05万元—46189.60万元，同比预增50.40%—73.68%；预计2025年全年归属于上市公司股东的扣除 非经常性损益的净利润为39242.65万元—45318.40万元，同比预增52.21%—75.78%。报告期内，受益于 公司部分产品价格回升，综合毛利率同比上涨，带动公司业绩同比上涨。 ...

南通泰禾化工股份有限公司 2025 年度业绩预告 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。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为正值且属于同向上升 50%以上情形 （1）以区间数进行业绩预告的 证券代码：301665 证券简称：泰禾股份 公告编号：2026-003 三、业绩变动原因说明 报告期内，受益于公司部分产品价格回升，综合毛利率同比上涨，带动公 司业绩同比上涨。 四、其他相关说明 1、本次业绩预告是公司财务部门初步测算的结果，未经审计机构审计。 2、 2025 年度业绩的具体财务数据将在公司2025 年年度报告中详细披露。 敬请广大投资者谨慎决策，注意投资风险。 五、备查文件 单位：万元 | 项 目 | 本报告期 | | | | 上年同期 | | --- | --- | --- | --- | --- | --- | | 归属于上市公司 | | 39,997.05 | ～ | 46,189.60 | 26,593.91 | | 股东的净利润 | 比 ...

证券日报网讯1月27日，泰禾股份（301665）在互动平台回答投资者提问时表示，公司核心产品的销量 与价格较为稳定，对公司全年业绩提供有效支撑。 ...

Group 1 - The agricultural chemical sector increased by 0.77% on January 26, with Chengxing Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] - Notable gainers in the agricultural chemical sector included Chengxing Co., Ltd. and Zhongnong United, both rising by 10.01% [1] Group 2 - The agricultural chemical sector experienced a net outflow of 40.45 million yuan from institutional investors, while retail investors saw a net inflow of 172 million yuan [2] - The top individual stock performers in terms of net inflow included Yuntianhua with a net inflow of 150 million yuan [3] - The overall trading volume and turnover for the agricultural chemical sector were significant, with Chengxing Co., Ltd. achieving a turnover of 7.53 billion yuan [1][2]

证券代码：301665 证券简称：泰禾股份 公告编号：2026-002 南通泰禾化工股份有限公司 关于为全资子公司向银行申请授信提供担保的进展公告 3、债务人：江西天宇化工有限公司 4、担保金额：4,500.00 万元 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。 一、担保情况概述 南通泰禾化工股份有限公司（以下简称"公司"）于 2025 年 4 月 24 日召 开了第三届董事会第十七次会议和第三届监事会第十一次会议，会议审议通过 了《关于公司 2025 年度向相关银行申请融资并提供担保的议案》，同意公司及 其全资或控股子公司拟向银行申请总计不超过人民币 50 亿元（含）的综合授信 额度并提供担保。上述议案同时由 2025 年 5 月 21 日召开的 2024 年年度股东会 审 议 通 过 。 具 体 内 容 详 见 公 司 于 2025 年 4 月 28 日 在 巨 潮 资 讯 网 （www.cninfo.com.cn）披露的《关于公司 2025 年度向相关银行申请融资并提供 担保的公告》（公告编号：2025-004）。 二、担保进展情况 近日，公司与中国 ...

Group 1 - The core point of the article is that Taihe Co., Ltd. reported a total of 12,047 shareholders as of January 20, 2026 [2]

Group 1 - The core viewpoint of the news is that Taihe Co., Ltd. has shown significant financial growth, with a notable increase in revenue and net profit for the period from January to September 2025 [2] - As of January 21, 2025, Taihe's stock price increased by 1.67%, with a trading volume of 123 million yuan, and a net financing buy of -4.77 million yuan [1] - The company has a financing balance of 76.23 million yuan, which accounts for 6.39% of its market capitalization [1] Group 2 - For the period from January to September 2025, Taihe Co., Ltd. achieved an operating income of 3.89 billion yuan, representing a year-on-year growth of 28.69% [2] - The net profit attributable to the parent company reached 367 million yuan, marking a substantial increase of 120.56% compared to the previous year [2] - The company has distributed a total of 270 million yuan in dividends since its A-share listing [3] Group 3 - As of January 9, 2025, the number of shareholders of Taihe Co., Ltd. increased to 11,600, reflecting a growth of 1.97% [2] - The average number of circulating shares per shareholder decreased by 1.93% to 3,288 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 230,200 shares, which is a decrease of 171,700 shares from the previous period [3]

Group 1 - The core viewpoint of the news is that Taihe Co., Ltd. has shown significant financial performance with a notable increase in revenue and net profit for the year 2025 [2] - As of January 19, Taihe's stock price increased by 2.01%, with a trading volume of 106 million yuan, and a net financing buy of -272,700 yuan [1] - The company has a total financing and securities balance of 81.45 million yuan, with a financing balance of 81.07 million yuan, accounting for 6.96% of the circulating market value [1] Group 2 - For the period from January to September 2025, Taihe achieved an operating income of 3.89 billion yuan, representing a year-on-year growth of 28.69%, and a net profit attributable to shareholders of 367 million yuan, reflecting a 120.56% increase [2] - The company has distributed a total of 270 million yuan in dividends since its A-share listing [3] - As of September 30, 2025, the top ten circulating shareholders of Taihe include Hong Kong Central Clearing Limited, which holds 230,200 shares, a decrease of 171,700 shares from the previous period [3]

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]