汇添富中证主要消费ETF（159928）基金经理为过蓓蓓。 2月2日，安迪苏跌5.01%，截至发稿，报9.11元/股，成交1.26亿元，换手率0.50%，总市值280.57亿元。 资料显示，蓝星安迪苏股份有限公司位于北京市朝阳区北土城西路9号，成立日期1999年5月31日，上市 日期2000年4月20日，公司主营业务涉及动物营养添加剂的研发、生产与销售。主营业务收入构成为： 功能性产品76.07%，特种产品23.93%。 从安迪苏十大流通股东角度 数据显示，汇添富基金旗下1只基金位居安迪苏十大流通股东。汇添富中证主要消费ETF（159928）三 季度增持175.45万股，持有股数508.46万股，占流通股的比例为0.19%。根据测算，今日浮亏损失约 244.06万元。 汇添富中证主要消费ETF（159928）成立日期2013年8月23日，最新规模208.92亿。今年以来亏损 1.83%，同类排名5427/5580；近一年收益0.58%，同类排名4226/4286；成立以来收益211.35%。 截至发稿，过蓓蓓累计任职时间10年187天，现任基金资产总规模580.53亿元，任职期间最佳基金回报 157.74%， ...

Group 1 - Andy Su's stock price decreased by 1.11% to 8.91 CNY per share, with a trading volume of 20.54 million CNY and a turnover rate of 0.09%, resulting in a total market capitalization of 27.441 billion CNY [1] - Andy Su, established on May 31, 1999, and listed on April 20, 2000, specializes in the research, production, and sales of animal nutrition additives, with functional products accounting for 76.07% and specialty products for 23.93% of its revenue [1] Group 2 - Southern Fund's Southern CSI 500 ETF (510500) is among the top ten circulating shareholders of Andy Su, having reduced its holdings by 111,200 shares to 5.8766 million shares, representing 0.22% of the circulating shares, resulting in an estimated floating loss of approximately 587,700 CNY [2] - The Southern CSI 500 ETF was established on February 6, 2013, with a latest scale of 140.098 billion CNY, achieving a year-to-date return of 32.53% and a one-year return of 28.64%, ranking 1569 out of 4189 and 1677 out of 4188 respectively [2] - The fund manager, Luo Wenjie, has a tenure of 12 years and 257 days, with total fund assets of 170.251 billion CNY, achieving the best return of 155.46% and the worst return of -47.6% during his tenure [2]

Core Insights - The company reported a revenue of 12.931 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 13.67% [1] - The net profit attributable to shareholders was 990 million yuan, showing a year-on-year decline of 1.29% [1] - The basic earnings per share stood at 0.37 yuan [1] Financial Performance - The gross profit margin for the first three quarters was 27.87%, down 2.72 percentage points year-on-year [2] - The net profit margin was 7.67%, a decrease of 1.15 percentage points compared to the same period last year [2] - In Q3 2025, the gross profit margin was 26.83%, down 2.39 percentage points year-on-year and 0.32 percentage points quarter-on-quarter [2] - The net profit margin for Q3 was 5.67%, down 3.96 percentage points year-on-year and 0.89 percentage points quarter-on-quarter [2] Expense Analysis - Total operating expenses for the period were 2.043 billion yuan, an increase of 48.795 million yuan year-on-year [2] - The expense ratio was 15.80%, a decrease of 1.73 percentage points from the previous year [2] - Sales expenses increased by 12.77%, while management expenses decreased by 1.73%, R&D expenses decreased by 6.10%, and financial expenses decreased by 56.75% [2] Shareholder Information - As of the end of Q3 2025, the total number of shareholders was 32,200, a decrease of 477 from the end of the first half of the year, representing a decline of 1.46% [2] - The average market value per shareholder decreased from 791,600 yuan to 783,400 yuan, a decline of 1.04% [2] Company Overview - The company, Blue Star Adisseo Co., Ltd., is located in Beijing and was established on May 31, 1999, with its listing date on April 20, 2000 [3] - The main business involves the research, production, and sales of animal nutrition additives, with functional products accounting for 76.07% and specialty products for 23.93% of revenue [3] - The company is classified under the basic chemicals industry, specifically in food and feed additives [3]

Core Viewpoint - Andy Su's stock price has experienced a decline of 22.39% year-to-date, with a recent drop of 2.04% on September 15, 2023, indicating potential concerns regarding its market performance and investor sentiment [1]. Financial Performance - For the first half of 2025, Andy Su reported a revenue of 8.512 billion yuan, reflecting a year-on-year growth of 17.23%, and a net profit attributable to shareholders of 740 million yuan, which is a 21.82% increase compared to the previous year [2]. - The company has distributed a total of 4.936 billion yuan in dividends since its A-share listing, with 1.049 billion yuan distributed over the last three years [2]. Shareholder and Market Activity - As of June 30, 2025, the number of shareholders for Andy Su decreased by 5.24% to 32,700, while the average number of circulating shares per person increased by 5.53% to 82,035 shares [2]. - The stock's trading activity on September 15, 2023, showed a net outflow of 8.5654 million yuan from major funds, with significant selling pressure observed [1]. Company Overview - Andy Su, established on May 31, 1999, and listed on April 20, 2000, specializes in the research, production, and sales of animal nutrition additives, with functional products accounting for 76.07% of its revenue and specialty products making up 23.93% [1]. - The company is categorized under the basic chemicals industry, specifically in food and feed additives, and is associated with several concepts including state-owned enterprise reform and vitamins [1].

Group 1 - The core viewpoint of the articles highlights the strong performance of Andisu in the first half of 2025, with a 17% year-on-year increase in revenue to 8.51 billion yuan and a 22% increase in net profit attributable to shareholders to 740 million yuan [1][2] - The sales of methionine business grew by 16% year-on-year, driven by the increasing market penetration of liquid methionine, despite challenges from regional price declines and rising raw material costs [1][2] - The special products business saw a 9% increase in revenue to 2.04 billion yuan and a 7% increase in gross profit to 830 million yuan, attributed to strong sales growth in ruminant products and a rebound in aquatic product sales [1][2] Group 2 - The "China Integration Strategy" has successfully driven strong sales growth in the first half of 2025, with double-digit growth in liquid methionine and significant orders in the aquatic market [2] - Andisu announced a refinancing plan to raise no more than 3 billion yuan to support investment projects, which has been approved by the Shanghai Stock Exchange and is currently in the registration process with the China Securities Regulatory Commission [2] - The company implemented a mid-term and annual dividend plan with an overall payout ratio of 40.08%, distributing 161 million yuan as mid-term dividends and 322 million yuan as annual dividends to shareholders [2]

Group 1 - The core point of the news is that Andy Su's stock price dropped by 5.01% to 10.05 CNY per share, with a trading volume of 165 million CNY and a turnover rate of 0.60%, resulting in a total market capitalization of 26.953 billion CNY [1] - Andy Su, established on May 31, 1999, and listed on April 20, 2000, is based in Beijing and specializes in the research, production, and sales of animal nutrition additives. The revenue composition of its main business includes 76.07% from functional products and 23.93% from specialty products [1] Group 2 - From the perspective of major fund holdings, Morgan Fund has a significant position in Andy Su, with the Morgan Quantitative Multi-Factor Mixed Fund (005120) holding 15,400 shares, accounting for 0.96% of the fund's net value, ranking as the seventh largest holding. The estimated floating loss today is approximately 8,160.41 CNY [2] - The Morgan Quantitative Multi-Factor Mixed Fund (005120) was established on January 19, 2018, with a latest scale of 15.5269 million CNY. Year-to-date returns are 23.1%, ranking 3,438 out of 8,254 in its category; the one-year return is 48.11%, ranking 2,732 out of 8,037; and since inception, the return is 46.29% [2] - The fund manager, He Zhihao, has been in position for 4 years and 210 days, managing total assets of 15.43 billion CNY, with the best fund return during his tenure being 52.51% and the worst being -34.95% [2]

蓝星安迪苏股份有限公司 章程 Bluestar Adisseo Company 蓝星安迪苏股份有限公司 章程 （2025年8月修订） 蓝星安迪苏股份有限公司 章程 目 录 蓝星安迪苏股份有限公司 章程 第一章 总则 公司是经国家经济贸易委员会批准，以发起方式设立；在北京市工商行政管 理局注册登记，取得营业执照。统一社会信用代码为 911100007109244940。 英文全称：Bluestar Adisseo Company 蓝星安迪苏股份有限公司 章程 理人员具有法律约束力的文件。依据本章程，股东可以起诉股东，股东可以 起诉公司董事、高级管理人员，股东可以起诉公司，公司可以起诉股东、董 事和高级管理人员。 第二章 经营宗旨和范围 。 第一条 为维护公司、股东、职工和债权人的合法权益，规范公司的组织和行为，根据《中 华人民共和国公司法》（以下简称"《公司法》"）《中华人民共和国证券法》（以 下简称"《证券法》"）和其他有关规定，制定本章程。 第二条 公司系依照《公司法》和其他有关规定成立的股份有限公司（以下简称"公司"） 第三条 公司于 2000 年 2 月 25 日经中国证券监督管理委员会（以下简称"中国 ...

蓝星安迪苏股份有限公司 股东会议事规则 蓝星安迪苏股份有限公司 股东会议事规则 蓝星安迪苏股份有限公司 股东会议事规则 第一章 总则 第一条 为规范公司行为，保证股东会依法行使职权，根据《中华人民共 和国公司法》（以下简称《公司法》）《中华人民共和国证券法》 《上海证券交易所股票上市规则》和《上市公司股东会规则》等有 关法律、行政法规和《蓝星安迪苏股份有限公司章程》 （ 以下简称 《公司章程》）的规定，制定本规则。 第二条 公司应当严格按照法律、行政法规、本规则及《公司章程》的相 关规定召开股东会，保证股东能够依法行使权利。 公司董事会应当切实履行职责，认真、按时组织股东会。公司全 体董事应当勤勉尽责，确保股东会正常召开和依法行使职权。 第三条 股东会应当在《公司法》和《公司章程》规定的范围内行使职权。 第四条 股东会分为年度股东会和临时股东会。年度股东会每年召开一次， 应当于上一会计年度结束后的6个月内举行。临时股东会不定期召 开，出现以下情形时，临时股东会应当在2个月内召开： （一）董事人数不足《公司法》规定人数或者《公司章程》所定 人数的 2/3 时； （二）公司未弥补的亏损达实收股本总额的 1/3 时 ...

Core Viewpoint - China National Chemical is planning an asset restructuring involving the acquisition of 100% equity in Nantong Xingchen Synthetic Materials Co., Ltd. from China BlueStar Group through a share issuance [1][5]. Company Overview - Nantong Xingchen was established in August 2000 with a registered capital of 800 million yuan, originally founded as a chemical plant in 1974. It has a total production capacity exceeding 400,000 tons, with leading positions in several chemical products [2]. - The company holds a significant market position in PBT, PPE, and epoxy resin, ranking first in PPE domestically and second globally, while also being a national champion in the production of polyphenylene ether [2][3]. Market Context - The domestic market for electronic-grade polyphenylene ether is heavily reliant on imports, with over 80% of the supply coming from foreign companies, highlighting a significant opportunity for domestic production [3]. - The chemical industry is currently facing a downturn, with low prices affecting major products, leading to a projected net loss for China National Chemical in the first half of 2025 [9]. Financial Performance - In 2024, China National Chemical reported a revenue of 52.925 billion yuan, a decrease of 2.48% year-on-year, and a net profit attributable to shareholders of -3.716 billion yuan, a decline of 58.63% [8]. - The company anticipates a net loss of between 808 million and 949 million yuan for the first half of 2025 due to ongoing industry challenges [9]. Production Capacity - As of the end of 2024, key product capacities include: - Caustic soda: 360,000 tons/year with a utilization rate of 103.83% - Epoxy resin: 350,000 tons/year with a utilization rate of 98.89% - Nylon 66: 40,000 tons/year with a utilization rate of 105.50% [10]. Strategic Positioning - China BlueStar is a global leader in chemical materials and specialty chemicals, operating 53 factories worldwide and engaging in business across over 200 countries [12].

蓝星安迪苏股份有限公司 内部控制审计报告 2024 年 12 月 31 日 一、 企业对内部控制的责任 按照《企业内部控制基本规范》、《企业内部控制应用指引》、《企业内部控制评价指 引》的规定，建立健全和有效实施内部控制，并评价其有效性是贵公司董事会的责任。 二、 注册会计师的责任 我们的责任是在实施审计工作的基础上，对财务报告内部控制的有效性发表审计意见，并 对注意到的非财务报告内部控制的重大缺陷进行披露。 毕马威华振会计师事务所 (特殊普通合伙) 中国北京 东长安街 1 号 东方广场毕马威大楼 8 层 邮政编码:100738 电话 +86 (10) 8508 5000 传真 +86 (10) 8518 5111 网址 kpmg.com/cn 内部控制审计报告 毕马威华振审字第 2500715 号 蓝星安迪苏股份有限公司全体股东： 按照《企业内部控制审计指引》及中国注册会计师执业准则的相关要求，我们审计了蓝星 安迪苏股份有限公司（以下简称"贵公司"）2024 年 12 月 31 日的财务报告内部控制的有效 性。 财务报告内部控制审计意见 四、 我们认为，贵公司于 2024 年 12 月 31 日按照《企业内 ...