Core Viewpoint - Sichuan Development Longmang Co., Ltd. has experienced fluctuations in stock performance, with a year-to-date decline of 15.97% and a recent increase in revenue and profit, indicating potential growth opportunities in the agricultural chemical sector [1][2]. Company Overview - Sichuan Development Longmang Co., Ltd. was established on May 20, 1997, and listed on December 3, 2009. The company is located in Chengdu, Sichuan Province, and its main business includes financial service outsourcing, express delivery services, and phosphate fertilizers [1]. - The company's revenue composition includes: fertilizer products (45.58%), industrial-grade monoammonium phosphate (22.61%), feed-grade dicalcium phosphate (12.62%), other products (9.04%), trading products (8.44%), and new energy materials (1.71%) [1]. Financial Performance - For the period from January to September 2025, Sichuan Development Longmang achieved a revenue of 7.387 billion yuan, representing a year-on-year growth of 22.06%. The net profit attributable to shareholders was 437 million yuan, reflecting a year-on-year increase of 2.81% [2]. - The company has distributed a total of 1.027 billion yuan in dividends since its A-share listing, with 853 million yuan distributed over the past three years [3]. Shareholder Information - As of November 20, 2025, the number of shareholders for Sichuan Development Longmang was 171,400, a decrease of 0.35% from the previous period. The average circulating shares per person increased by 0.35% to 10,988 shares [2]. - The top ten circulating shareholders include new entrants and changes in holdings, with notable positions held by various ETFs [3].

Core Viewpoint - Hualu Hengsheng's stock price has shown a year-to-date increase of 31.38%, despite a recent slight decline in the last five trading days, indicating volatility in the market performance of the company [1]. Financial Performance - For the period from January to September 2025, Hualu Hengsheng reported a revenue of 23.55 billion yuan, a year-on-year decrease of 6.46%, and a net profit attributable to shareholders of 2.37 billion yuan, down 22.14% compared to the previous year [2]. - Cumulatively, since its A-share listing, Hualu Hengsheng has distributed a total of 8.97 billion yuan in dividends, with 4.78 billion yuan distributed over the last three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Hualu Hengsheng was 44,000, reflecting a decrease of 16.59% from the previous period, while the average circulating shares per person increased by 19.90% to 48,213 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 37.98 million shares, and Huatai-PB CSI 300 ETF, holding 25.20 million shares, both showing a decrease in holdings compared to the previous period [3]. Market Activity - On November 27, Hualu Hengsheng's stock price reached 27.67 yuan per share, with a trading volume of 241 million yuan and a turnover rate of 0.42%, resulting in a total market capitalization of 58.75 billion yuan [1]. - The stock experienced a net outflow of 21.60 million yuan from major funds, with significant selling pressure observed [1]. Business Overview - Hualu Hengsheng, established on April 26, 2000, and listed on June 20, 2002, is primarily engaged in the production and sale of urea and methanol, with its revenue composition being 48.34% from new energy and materials, 24.61% from chemical fertilizers, and other segments [1]. - The company operates within the basic chemical industry, specifically in agricultural chemical products and nitrogen fertilizers [1].

Core Viewpoint - The stock of Guangxi Yuegui Holdings Co., Ltd. has experienced fluctuations, with a year-to-date increase of 71.59% but a recent decline of 12.98% over the past five trading days [1] Company Overview - Guangxi Yuegui Holdings Co., Ltd. was established on October 5, 1994, and listed on November 11, 1998. The company is based in Guangzhou, Guangdong Province [2] - The main business activities include the production and sale of refined sugar, paper pulp, and paper products, as well as the mining and processing of sulfur iron ore and the production of sulfuric acid and phosphate fertilizers [2] - The revenue composition is as follows: sulfur concentrate 37.15%, refined sugar 21.46%, pulp 13.92%, and other products [2] Financial Performance - As of September 30, the company reported a total of 6.62 million shareholders, a decrease of 9.86% from the previous period, with an average of 6,856 circulating shares per shareholder, an increase of 10.94% [3] - For the period from January to September 2025, the company achieved a revenue of 2.144 billion yuan, representing a year-on-year growth of 6.08%, and a net profit attributable to shareholders of 444 million yuan, reflecting a significant increase of 97.48% [3] Dividend and Shareholding - Since its A-share listing, the company has distributed a total of 595 million yuan in dividends, with 175 million yuan distributed over the past three years [4] - As of September 30, 2025, the third-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 6.6586 million shares, an increase of 1.9164 million shares from the previous period [4]

Core Viewpoint - The stock of Hebang Biotechnology has shown fluctuations with a recent increase of 2.37%, while the company faces a decline in revenue and profit year-on-year [1][2]. Financial Performance - As of September 30, 2025, Hebang Biotechnology reported a revenue of 5.927 billion yuan, a decrease of 13.02% year-on-year, and a net profit attributable to shareholders of 93.11 million yuan, down 57.93% year-on-year [2]. - The company has cumulatively distributed 1.205 billion yuan in dividends since its A-share listing, with 553 million yuan distributed over the past three years [3]. Stock Market Activity - On November 25, the stock price reached 2.16 yuan per share, with a trading volume of 289 million yuan and a turnover rate of 1.54%, resulting in a total market capitalization of 19.076 billion yuan [1]. - The stock has increased by 5.88% year-to-date, but has seen a decline of 8.09% over the last five trading days [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders decreased by 1.99% to 196,500, with an average of 44,939 circulating shares per person, an increase of 2.03% [2]. - Notable institutional shareholders include Penghua CSI Sub-Industry Chemical Theme ETF and Southern CSI 500 ETF, with significant holdings [3].

Core Viewpoint - The stock of Si Er Te has shown a mixed performance in recent trading sessions, with a year-to-date increase of 18.55% but a slight decline of 1.06% over the past five trading days [2]. Company Overview - Si Er Te, officially known as Anhui Si Er Te Fertilizer Co., Ltd., is located in the Wangxi Industrial Park of Ningguo Economic and Technological Development Zone, established on November 5, 1997, and listed on January 18, 2011 [2]. - The company specializes in the research, production, sales, and service of various fertilizers, including compound fertilizers, ammonium phosphate, and ecological fertilizers [2]. - The revenue composition of Si Er Te includes: 51.84% from compound fertilizers, 30.78% from ammonium phosphate, 11.52% from mineral resources, 5.58% from other products, and 0.28% from medical services [2]. Financial Performance - For the period from January to September 2025, Si Er Te achieved a revenue of 3.225 billion yuan, representing a year-on-year growth of 5.27%. However, the net profit attributable to shareholders decreased by 36.49% to 155 million yuan [2]. - The company has distributed a total of 1.459 billion yuan in dividends since its A-share listing, with 529 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Si Er Te was 41,000, a decrease of 8.55% from the previous period, while the average circulating shares per person increased by 9.36% to 20,837 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 7.8954 million shares, an increase of 28,500 shares compared to the previous period [3].

Core Viewpoint - The stock of Guizhou Chitianhua Co., Ltd. has shown fluctuations in price and trading volume, with a recent increase of 2.06% on November 25, 2023, indicating potential investor interest despite recent declines in the stock price over various time frames [1]. Company Overview - Guizhou Chitianhua Co., Ltd. was established on August 28, 1998, and listed on February 21, 2000. The company is located at 28 Yangguan Avenue, Guanshanhu District, Guiyang, Guizhou Province. Its main business includes nitrogen fertilizer and methanol chemical operations, pharmaceutical distribution, and manufacturing [1]. - The revenue composition of the company is as follows: urea 55.06%, methanol 28.10%, compound fertilizer 7.61%, medical services 4.31%, and other segments including ammonium sulfate, coal, sulfur, and others [1]. Financial Performance - For the period from January to September 2023, Guizhou Chitianhua reported a revenue of 1.569 billion yuan, a year-on-year decrease of 7.96%. The net profit attributable to shareholders was -152 million yuan, reflecting a significant year-on-year decline of 340.46% [2]. - The company has cumulatively distributed 377 million yuan in dividends since its A-share listing, with no dividends distributed in the past three years [3]. Shareholder Information - As of September 30, 2023, the number of shareholders for Guizhou Chitianhua was 57,600, a decrease of 15.09% from the previous period. The average number of circulating shares per shareholder increased by 17.77% to 22,191 shares [2]. Market Activity - The stock has experienced a 2.48% increase year-to-date, with a 5.70% decline over the last five trading days, a 1.22% increase over the last 20 days, and a 3.13% decline over the last 60 days. The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent occurrence on June 18 [1].

Group 1: Stock Performance - The stock price of Chuanjinnuo increased by 2.09% on November 25, reaching 21.49 CNY per share, with a trading volume of 185 million CNY and a turnover rate of 4.02%, resulting in a total market capitalization of 5.907 billion CNY [1] - Year-to-date, Chuanjinnuo's stock price has risen by 52.41%, but it has decreased by 8.40% over the last five trading days, increased by 0.61% over the last 20 days, and decreased by 0.05% over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Chuanjinnuo achieved operating revenue of 2.807 billion CNY, representing a year-on-year growth of 27.57%, and a net profit attributable to shareholders of 304 million CNY, reflecting a significant year-on-year increase of 175.61% [2] - The company has distributed a total of 207 million CNY in dividends since its A-share listing, with 113 million CNY distributed over the past three years [3] Group 3: Company Overview - Chuanjinnuo, established on June 2, 2005, and listed on March 15, 2016, is located in Kunming, Yunnan Province, and specializes in the research, production, and utilization of wet-process phosphoric acid, as well as the production and sales of phosphates [1] - The company's main business revenue composition includes phosphoric acid (51.36%), feed-grade phosphates (23.92%), phosphate fertilizers (22.87%), and other products (1.85%) [1] - Chuanjinnuo is classified under the Shenwan industry as basic chemicals - agricultural chemical products - phosphate fertilizers and phosphate chemicals, and is associated with sectors such as phosphate chemicals, fertilizers, lithium batteries, small-cap stocks, and lithium iron phosphate [1]

11月25日，盐湖股份盘中上涨2.01%，截至10:46，报25.89元/股，成交10.31亿元，换手率0.76%，总市 值1369.99亿元。 截至9月30日，盐湖股份股东户数19.00万，较上期减少5.45%；人均流通股27844股，较上期增加 5.76%。2025年1月-9月，盐湖股份实现营业收入111.11亿元，同比增长6.34%；归母净利润45.03亿元， 同比增长43.34%。 分红方面，盐湖股份A股上市后累计派现53.06亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，盐湖股份十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股1.60亿股，相比上期增加3400.67万股。 责任编辑：小浪快报 盐湖股份今年以来股价涨57.29%，近5个交易日跌1.75%，近20日涨9.24%，近60日涨32.43%。 资料显示，青海盐湖工业股份有限公司位于青海省格尔木市黄河路28号，成立日期1997年8月25日，上 市日期1997年9月4日，公司主营业务涉及钾肥和锂盐的开发、生产和销售。主营业务收入构成为：钾产 品79.16%，锂产品18.32%，其他2.40%，贸易0.1 ...

Core Viewpoint - The stock of Hebang Biotechnology has experienced fluctuations, with a recent decline of 2.35% and a total market capitalization of 18.369 billion yuan, indicating potential volatility in the company's stock performance [1]. Financial Performance - For the period from January to September 2025, Hebang Biotechnology reported a revenue of 5.927 billion yuan, representing a year-on-year decrease of 13.02%. The net profit attributable to shareholders was 931.085 million yuan, down 57.93% compared to the previous year [2]. - The company's stock price has increased by 1.96% year-to-date, but it has seen a significant decline of 14.75% over the last five trading days [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for Hebang Biotechnology was 196,500, a decrease of 1.99% from the previous period. The average number of circulating shares per shareholder increased by 2.03% to 44,939 shares [2]. - The company has distributed a total of 1.205 billion yuan in dividends since its A-share listing, with 553 million yuan distributed over the last three years [3]. Major Shareholders - The fourth largest circulating shareholder is Penghua CSI Sub-Industry Chemical Theme ETF Link A, holding 92.788 million shares as a new shareholder. The fifth largest is Southern CSI 500 ETF, holding 90.090 million shares, which has decreased by 2.1844 million shares from the previous period [3]. - Hong Kong Central Clearing Limited is the sixth largest circulating shareholder, holding 89.2826 million shares, which has increased by 1.60908 million shares compared to the previous period [3].

Core Viewpoint - Hongda Co., Ltd. experienced a stock price decline of 2.08% on November 24, with a current price of 10.82 CNY per share and a total market capitalization of 28.582 billion CNY [1] Financial Performance - For the period from January to September 2025, Hongda Co., Ltd. achieved operating revenue of 2.822 billion CNY, representing a year-on-year increase of 16.63%. However, the net profit attributable to shareholders was -46.6964 million CNY, a decrease of 319.29% compared to the previous period [2] - The company has cumulatively distributed 1 billion CNY in dividends since its A-share listing, with no dividends distributed in the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders of Hongda Co., Ltd. increased to 61,000, up by 4.61% from the previous period. The average number of circulating shares per person decreased by 4.40% to 33,289 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the sixth largest, holding 27.2882 million shares, an increase of 4.0718 million shares from the previous period. Penghua Zhongzheng Subdivision Chemical Industry Theme ETF (014942) is the eighth largest shareholder, holding 23.8222 million shares as a new shareholder [3] Business Overview - Hongda Co., Ltd. is primarily engaged in mining, non-ferrous metal smelting, and the production and sale of phosphate chemical products. The main revenue sources are zinc metal and its by-products (45.55%), phosphate ammonium salt products (33.44%), compound fertilizer products (11.82%), synthetic ammonia (5.16%), and other products and services (3.27%) [1]