Xinyangfeng Agricultural(SZ:000902) Zhong Guo Hua Gong Bao·2026-01-12 03:00Core Viewpoint - The chemical industry is facing significant challenges such as product homogeneity and ongoing price wars, leading to shrinking profits and a state of "involution." To break this cycle, companies need a comprehensive strategy focusing on long-term value, resource optimization, innovation, and digital transformation [1][2]. Group 1: Strategic Direction - Companies should recalibrate their development logic with a long-term value mindset, determining what to focus on and what to avoid, thus seizing structural opportunities during industry restructuring. New Yangfeng has consistently implemented its "three doubles, one more" and "special, excellent, strong" strategies, allowing it to navigate away from the "involution" vortex [1]. Group 2: Resource Optimization - Companies need to proactively secure key raw material resources through recycling and process optimization, establishing unique resource control and allocation efficiency. New Yangfeng has strategically reserved mineral resources in regions like Hubei and Sichuan, achieving a total phosphate resource reserve of several hundred million tons, which enhances its cost advantage as mining capabilities develop [1]. Group 3: Innovation and Collaboration - Companies should strengthen industry-academia-research cooperation to create an open and collaborative innovation ecosystem, linking market demands with R&D. New Yangfeng has established specialized research institutes for its two main businesses, increased R&D investment, and built high-level research teams, facilitating rapid conversion of research outcomes into productivity [2]. Group 4: Digital Transformation - Companies must accelerate digital transformation to connect production, supply chains, and client interfaces, creating differential advantages in cost control, safety management, and customized services. New Yangfeng has implemented digital pilot projects over three years, enhancing overall management levels in safety, environmental protection, quality, and sales, which directly translates into economic benefits. In the first three quarters of 2025, despite adverse conditions, New Yangfeng achieved a net profit of 1.374 billion yuan, a year-on-year increase of 23.43% [2]. Conclusion - Breaking the cycle of "involution" requires a long-term strategic vision, resource optimization, technological innovation, and digital transformation. Only through these measures can chemical companies achieve high-quality development [2].