证券代码：002539 证券简称：云图控股 投资者关系活 动类别 特定对象调研 ☐ 分析师会议 ☐ 媒体采访 ☐ 业绩说明会 ☐ 新闻发布会 ☐ 路演活动 ☐ 现场参观 ☐ 其他 活动参与人员 申万宏源证券、开源证券、天弘基金、万家基金、百济投资、中邮 资管、太平洋资管、建信保险资管、长城人寿等机构人员 上市公司接待 人员姓名 董事会秘书 陈银 时间 2025 年 9 月 11 日上午 9:30-11:00 2025 年 9 月 11 日下午 14:00-15:30 地点 云图控股办公室 形式 现场调研 交流内容及具 体问答记录 公司董事会秘书陈银女士向来访者介绍了公司的基本情况，包 括公司的战略布局、经营情况以及核心竞争优势等，并与来访者进 行了互动交流，主要内容如下： 1、请简要介绍公司复合肥的产能情况和市场布局。 答：公司复合肥产能布局遵循"靠近资源、靠近市场"的原则， 目前生产基地已覆盖湖北应城、荆州、宜城，四川雷波、眉山，河 南宁陵，山东平原，辽宁铁岭，黑龙江肇东、佳木斯，新疆昌吉等 地区，同时正在推进广西贵港、新疆阿克苏两个新基地的建设，全 国产能布局完善。此外，公司在马来西亚设有生产基地，保障东 ...

Core Viewpoint - Yuntu Holdings reported a positive outlook for its monoammonium phosphate (MAP) business, driven by strong demand from the agricultural and new energy sectors, alongside supportive raw material costs [1] Group 1: Market Performance - The MAP market has shown overall improvement this year, particularly in industrial-grade and water-soluble MAP products, which have maintained high price levels [1] - The company's MAP products have experienced both volume and price increases, with gross profit margins for water-soluble and industrial-grade MAP rising year-on-year [1] Group 2: Competitive Advantages - The company benefits from three main competitive advantages: 1. **Technical Advantage**: Yuntu Holdings has leading technology in phosphate classification, ensuring efficient utilization and stable supply of phosphoric acid, while controlling product purity and adjusting product structure based on market demand [1] 2. **Industry Chain Advantage**: The company possesses abundant phosphate resources and has established a complete phosphate classification utilization industry chain, which effectively reduces overall costs and energy consumption [1] 3. **Product and Service Advantage**: High-quality products and stable supply capabilities have allowed the company to successfully expand its customer base in the new energy sector, optimizing its customer structure for sustained business growth [1]