中国化工集团
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安道麦A的前世今生:2025年三季度营收216.78亿行业第一,净利润亏损行业垫底
Xin Lang Cai Jing· 2025-10-30 14:35
安道麦A成立于1998年3月27日,于1993年12月3日在深圳证券交易所上市,注册地址和办公地址均为湖北 省荆州市。它是全球非专利农药龙头企业,专注于农药原药和中间体产品,拥有丰富的产品线和全球市场 布局。 公司主营业务为农药原药和农药中间体产品的研发、生产和销售,所属申万行业为基础化工 - 农化制品 - 农药,所属概念板块包括中国化工集团、低价、生物农药核聚变、超导概念、核电。 东兴证券指出,安道麦发布2025年中报,上半年业绩同比减亏,销售额以人民币计算同比增长1%,调整后 毛利、EBITDA等指标均有提升。公司启动"奋进计划",推进产品差异化战略,在全球各地登记并推出新 产品。预计2025 - 2027年净利润分别为0.79、1.03和1.76亿元,对应EPS分别为0.03、0.04和0.08元,维 持"强烈推荐"评级。风险提示为下游需求不及预期、产品价格大幅下滑、新产品注册登记进展不及预期。 海通国际指出,25Q1净利润实现扭亏为盈,毛利率提升明显,费用有所下降。北美区业务呈现增长,一是 当地农化市场渠道库存恢复,需求改善;二是公司在北美的消费者与专业解决方案业务与当地经济和消费 者需求相关,202 ...
安道麦A涨2.02%,成交额1025.54万元
Xin Lang Cai Jing· 2025-10-15 02:11
Core Viewpoint - The stock of Andermatt A has shown a slight increase of 2.02% on October 15, 2023, with a current price of 6.56 CNY per share, despite a year-to-date decline of 1.80% [1] Group 1: Stock Performance - As of October 15, 2023, Andermatt A's stock price is 6.56 CNY, with a trading volume of 10.25 million CNY and a turnover rate of 0.07%, resulting in a total market capitalization of 15.284 billion CNY [1] - Year-to-date, the stock has decreased by 1.80%, with a 5-day increase of 0.92%, a 20-day decline of 6.15%, and a 60-day decline of 5.20% [1] Group 2: Company Overview - Andermatt A, established on March 27, 1998, and listed on December 3, 1993, is located at 93 Beijing East Road, Jingzhou, Hubei Province [1] - The company's main business involves the research, production, and sales of pesticide raw materials and intermediates, with revenue composition as follows: herbicides 43.89%, insecticides 26.05%, fungicides 20.96%, and fine chemical products (non-agricultural) 9.10% [1] Group 3: Financial Performance - For the first half of 2025, Andermatt A reported operating revenue of 15.024 billion CNY, reflecting a year-on-year growth of 0.76%, while the net profit attributable to shareholders was -803.52 million CNY, showing a significant year-on-year increase of 91.02% [1] - As of June 30, 2025, the number of shareholders for Andermatt A was 37,600, a decrease of 8.89% from the previous period, with an average of 83,982 circulating shares per shareholder, an increase of 13.72% [1] Group 4: Shareholder Information - Since its listing, Andermatt A has distributed a total of 9.64 billion CNY in dividends, with 62.90 million CNY distributed over the past three years [2] - As of June 30, 2025, Hong Kong Central Clearing Limited is the fourth-largest circulating shareholder, holding 18.2916 million shares, an increase of 10.5967 million shares from the previous period [2]
安道麦A跌2.15%,成交额1285.52万元
Xin Lang Cai Jing· 2025-09-25 05:32
Core Viewpoint - The stock price of Andermatt A has experienced a decline of 4.64% year-to-date, with significant drops over various trading periods, indicating potential challenges in the company's market performance [1]. Company Overview - Andermatt A, established on March 27, 1998, and listed on December 3, 1993, is located at 93 Beijing East Road, Jingzhou, Hubei Province. The company specializes in the research, production, and sales of pesticide raw materials and intermediates [1]. - The main revenue composition includes herbicides (43.89%), insecticides (26.05%), fungicides (20.96%), and fine chemical products (non-agricultural) (9.10%) [1]. Financial Performance - For the first half of 2025, Andermatt A reported a revenue of 15.024 billion yuan, reflecting a year-on-year growth of 0.76%. However, the net profit attributable to shareholders was a loss of 80.352 million yuan, which is a significant improvement with a year-on-year increase of 91.02% [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for Andermatt A was 37,600, a decrease of 8.89% from the previous period. The average circulating shares per person increased by 13.72% to 83,982 shares [1]. - The company has distributed a total of 9.64 billion yuan in dividends since its listing, with 62.904 million yuan distributed over the past three years [2]. Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the fourth-largest circulating shareholder of Andermatt A, holding 18.2916 million shares, an increase of 10.5967 million shares from the previous period [2].
风神股份跌2.02%,成交额2201.13万元,主力资金净流出281.19万元
Xin Lang Cai Jing· 2025-09-19 03:06
Core Viewpoint - Fengshen Co., Ltd. has experienced a decline in stock price and significant changes in financial performance, indicating potential challenges in the tire manufacturing industry [1][2]. Company Performance - As of September 19, Fengshen's stock price decreased by 2.02%, trading at 5.83 CNY per share with a market capitalization of 4.253 billion CNY [1]. - Year-to-date, the stock price has dropped by 4.74%, with a 5-day decline of 5.82% and a 20-day decline of 5.82%. However, there was a 4.11% increase over the past 60 days [2]. - For the first half of 2025, Fengshen reported revenue of 3.518 billion CNY, reflecting a year-on-year growth of 11.71%. However, the net profit attributable to shareholders was 103 million CNY, a significant decrease of 55.38% year-on-year [2]. Shareholder Information - As of June 30, the number of shareholders increased to 23,300, up by 0.88% from the previous period. The average number of circulating shares per shareholder decreased by 0.87% to 31,269 shares [2]. Business Overview - Fengshen Co., Ltd. specializes in the research, design, development, production, and import-export of tires, with tire-related revenue accounting for 96.63% of total income [2]. - The company is categorized under the automotive industry, specifically in the tire and wheel components sector, and is associated with several concepts including state-owned enterprise reform and small-cap stocks [2].
昊华科技涨2.06%,成交额1.18亿元,主力资金净流出217.90万元
Xin Lang Cai Jing· 2025-09-19 02:37
Core Viewpoint - The stock of Haohua Technology has shown fluctuations in trading volume and price, with a recent increase of 2.06% on September 19, 2023, indicating investor interest despite some net outflows of funds [1] Company Overview - Haohua Technology, established on August 5, 1999, and listed on January 11, 2001, is based in Beijing and specializes in providing comprehensive services for chemical engineering projects, including technology development, consulting, and engineering design [2] - The company's main business segments include high-end fluorine materials (54.39% of revenue), high-end manufacturing (20.31%), engineering technical services (12.71%), electronic chemicals (6.58%), and other products (3.12%) [2] - As of June 30, 2023, Haohua Technology had 18,600 shareholders, an increase of 14.29% from the previous period, with an average of 48,906 circulating shares per shareholder, a decrease of 12.50% [2] Financial Performance - For the first half of 2023, Haohua Technology reported a revenue of 7.76 billion yuan, representing a year-on-year growth of 124.33%, and a net profit attributable to shareholders of 645 million yuan, up 74.02% year-on-year [2] - The company has distributed a total of 2.15 billion yuan in dividends since its A-share listing, with 1.27 billion yuan distributed over the past three years [3] Shareholder Structure - As of June 30, 2023, among the top ten circulating shareholders, Huaxia Military Industry Safety Mixed Fund (002251) is the sixth largest, holding 18.80 million shares, an increase of 10.79 million shares from the previous period [3] - Dachen New Industry Mixed Fund (090018) is the eighth largest shareholder, holding 12.96 million shares, a decrease of 3.95 million shares [3]
风神股份跌2.13%,成交额3619.34万元,主力资金净流出307.84万元
Xin Lang Cai Jing· 2025-09-18 06:41
Group 1 - The core viewpoint of the news is that Windpower Co., Ltd. has experienced a decline in stock price and mixed financial performance, with a notable drop in net profit despite revenue growth [1][2]. - As of September 18, Windpower's stock price was 5.97 yuan per share, with a market capitalization of 4.355 billion yuan and a trading volume of 36.19 million yuan [1]. - The company has seen a year-to-date stock price decrease of 2.45%, with a 4.48% drop over the last five trading days [1]. Group 2 - For the first half of 2025, Windpower reported a revenue of 3.518 billion yuan, reflecting a year-on-year growth of 11.71%, while the net profit attributable to shareholders was 103 million yuan, down 55.38% year-on-year [2]. - The company has distributed a total of 1.194 billion yuan in dividends since its A-share listing, with 277 million yuan distributed over the past three years [3]. - Windpower's main business involves tire research, design, development, production, and import-export operations, with tires accounting for 96.63% of its revenue [1].
安迪苏跌2.04%,成交额9470.46万元,主力资金净流出856.54万元
Xin Lang Zheng Quan· 2025-09-15 05:48
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].