农药化肥

Search documents
诺 普 信: 2024年年度权益分派实施公告
Zheng Quan Zhi Xing· 2025-05-25 08:11
Core Viewpoint - Shenzhen Noposion Crop Science Co., Ltd. has announced its profit distribution plan for the year 2024, which was approved at the annual shareholders' meeting held on May 16, 2025, with a cash dividend of 3.5 RMB per 10 shares for all shareholders [1][2]. Summary by Sections Profit Distribution Plan - The company will not issue bonus shares or increase capital from the capital reserve. Cash dividends will be distributed based on the actual number of shares on the dividend record date, maintaining the distribution ratio [1][2]. Dividend Details - The profit distribution plan is set at 3.5 RMB per 10 shares (before tax) for all shareholders, with a different rate of 3.15 RMB for certain investors, including those holding shares through the Hong Kong market and specific types of funds [1][2]. Record and Ex-Dividend Dates - The record date for the dividend distribution is May 29, 2025, and the ex-dividend date is also May 29, 2025 [2]. Distribution Recipients - The recipients of the dividend will be all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shenzhen Branch, as of the close of trading on May 29, 2025 [2]. Distribution Method - The company will bear all legal responsibilities if there are insufficient cash dividends due to a decrease in shares held by shareholders during the distribution application period [2].
石化化工交运行业日报第66期:新消费下的包装升级,持续看好MXD6产业链-20250521
EBSCN· 2025-05-21 07:13
Investment Rating - The report maintains an "Overweight" rating for the petrochemical and transportation sectors [5] Core Viewpoints - The domestic demand in China shows strong resilience, and the report is optimistic about the opportunities arising from packaging upgrades under new consumption trends. In April 2025, the total retail sales of consumer goods reached 3.72 trillion yuan, a year-on-year increase of 5.1%, although the growth rate decreased by 0.8 percentage points compared to March. From January to April, the total retail sales amounted to 16.18 trillion yuan, with a year-on-year growth of 4.7%, an increase of 0.6 percentage points compared to the same period last year [1][2] - The global high-barrier packaging film market is expected to exceed 100 billion yuan by 2030, with significant market potential for barrier materials such as PVDC, EVOH, and MXD6. The market for high-barrier packaging films is projected to reach 80.59 billion yuan in 2024, with a CAGR of 4.99% from 2024 to 2030 [2][4] - MXD6 is currently dominated by foreign companies, but domestic firms are expected to break through technical barriers and increase production. Companies like Sinochem International and Qicai Chemical are making significant advancements in MXD6 production technology, with Qicai Chemical's 5,000 tons/year MXD6 project entering trial production in September 2024 [3][4] Summary by Sections 1. Industry Overview - The report highlights the ongoing upgrade in product packaging driven by the trends of lightweight and high-performance materials, particularly in the food, pharmaceutical, and fine chemical sectors [1] 2. Market Size and Growth - The global high-barrier packaging film market is projected to grow significantly, with estimates of 80.59 billion yuan in 2024 and 107.97 billion yuan by 2030, indicating a robust growth trajectory [2] 3. Domestic Production and Competition - Domestic production of MXD6 is set to increase as companies overcome technical barriers, with notable projects underway that will enhance local supply and potentially lower prices [3]
诺 普 信: 关于举行2024年度网上业绩说明会的公告
Zheng Quan Zhi Xing· 2025-05-20 09:12
参与方式一:网址 https://eseb.cn/1oqoVqHyfFS; 深圳诺普信作物科学股份有限公司公告 参与方式二:微信扫描下方小程序码; 证券代码:002215 证券简称:诺普信 公告编号:2025-022 深圳诺普信作物科学股份有限公司 本公司及董事会全体成员保证公告内容真实、准确和完整,没有虚假记载、 误导性陈述或重大遗漏。 深圳诺普信作物科学股份有限公司(以下简称"公司")已于 2025 年 4 月 25 日在巨潮资讯网上披露了《深圳诺普信作物科学股份有限公司 2024 年年度报告》 及《2024 年年度报告摘要》。为便于广大投资者更加全面深入的了解公司经营业 绩、发展战略等情况,公司定于 2025 年 5 月 26 日(星期一)下午 15:00-17:00 在 "价值在线"(www.ir-online.cn)小程序举行公司 2024 年度网上业绩说明会,与 投资者进行沟通和交流。 为广泛听取投资者的意见和建议,提前 48 小时向投资者征集问题,投资者可 通过下方两种参与方式提出所关注的问题,提问通道自发出公告之日起开放。 投资者依据提示,授权登入"价值在线"微信小程序,即可参与交流。 公司出 ...
石油与化工指数全线飘红(5月12日—16日)
Zhong Guo Hua Gong Bao· 2025-05-20 02:37
Group 1: Industry Overview - The petrochemical and chemical indices experienced a positive trend due to tariff policy impacts, with the chemical raw materials index rising by 1.30%, chemical machinery index by 0.12%, pharmaceutical index by 2.01%, and pesticide and fertilizer index by 1.28% [1] - In the oil sector, the oil processing index remained stable, while the oil extraction index increased by 0.64% and the oil trading index rose by 0.98% [1] - International crude oil prices fluctuated, with WTI settling at $62.49 per barrel, up 2.41% from May 9, and Brent at $65.41 per barrel, up 2.35% [1] Group 2: Market Performance - The top five performing listed chemical companies in the capital market included Yuzhong Three Gorges A, which rose by 50.65%, Jitai Co., up 47.10%, Suzhou Longjie, up 36.27%, ST Youfu, up 34.54%, and Hongqiang Co., up 33.55% [2] - The five companies with the largest declines were Aiai Precision Engineering, down 7.50%, Yongyue Technology, down 7.49%, Huate Gas, down 6.90%, Aladdin, down 6.88%, and Runbei Hangke, down 6.38% [2] Group 3: Product Price Changes - The top five petrochemical products with the highest price increases included butadiene, up 21.10%, SBS, up 13.65%, pure benzene, up 11.36%, styrene, up 10.43%, and PX, up 9.77% [1] - The five petrochemical products with the largest price declines were liquid chlorine, down 464.29%, trichloromethane, down 6.49%, yellow phosphorus, down 5.80%, vitamin VC, down 5.13%, and ethylene, down 3.53% [1]
石化化工交运行业日报第65期:液晶弹性体研究持续迭代,具备人工肌肉等领域应用潜力-20250520
EBSCN· 2025-05-20 01:46
Investment Rating - The report maintains an "Overweight" rating for the petrochemical and transportation sectors [4] Core Insights - Liquid Crystal Elastomers (LCEs) have significant potential applications in actuators, artificial muscles, and sensors due to their unique properties [1][12] - The performance of LCEs in artificial muscles has reached or even surpassed that of biological muscles, with advancements in strain capacity and response speed [2][19] - The report suggests focusing on companies in the liquid crystal industry, including 8Y Space, Ruian New Materials, Wanrun Shares, and Chengzhi Shares, as LCE applications continue to develop [2][19] Summary by Sections Liquid Crystal Elastomers - LCEs consist of flexible polymer chains with liquid crystal mesogens, allowing for rubber-like flexibility and elasticity while retaining liquid crystal properties [1][12] - The connection methods between mesogens and polymer chains affect the types of liquid crystal phases formed [1][12] - External stimuli such as temperature and humidity can trigger phase transitions in LCEs, leading to macroscopic shape changes [1][12] Performance Comparison - LCE fibers have comparable density and Young's modulus to muscle fibers, with higher driving strain, stress, energy density, and power density [19][20] - The report highlights that LCE fibers have improved performance metrics, making them competitive with artificial muscles [19][20] Investment Recommendations - The report recommends continued attention to undervalued, high-dividend, and well-performing companies in the "three barrels of oil" and oil service sectors, including China National Petroleum, Sinopec, and CNOOC [3] - It also suggests monitoring domestic material companies benefiting from the trend of domestic substitution, particularly in semiconductor and panel materials [3]
【私募调研记录】凯丰投资调研诺 普 信
Zheng Quan Zhi Xing· 2025-05-20 00:13
Group 1 - The core viewpoint of the article highlights the recent research conducted by Kaifeng Investment on a listed company, Nopoxin, focusing on its blueberry business and market strategies [1] - Nopoxin has made progress in branding and channel development for its blueberry business, with improved channel satisfaction and expanding export channels [1] - There is significant growth potential in technology breakthroughs, talent cultivation, and preservation techniques in the blueberry cultivation sector, particularly in overseas markets such as Southeast Asia, Japan, and Russia [1] - Blueberry prices are expected to gradually decline over the long term, leading to a healthier market characterized by differentiation in variety, quality, seasonality, and geography [1] - The company employs marketing strategies such as "selling well," branding, channel management, and planning to mitigate price fluctuations while optimizing cultivation in the best regions to reduce costs [1] - Nopoxin's premium brand "Aimei Zhuang" targets the high-end market, offering better quality and higher premiums [1] - The company faces challenges in land acquisition in Yunnan, but government support is seen as a favorable factor for securing land [1] - Despite increased production, costs are rising due to improvements in cultivation quality, talent reserves, and technological innovation [1] - Nopoxin's core advantages lie in scientific and technological innovation, pest and disease control, structural advantages, partnership systems, and the application of systematic and scalable tools [1] Group 2 - Kaifeng Investment is a macro-hedge fund management company that invests in global commodities, bonds, equity assets, and derivatives [2] - The company is a member of the China Fund Industry Association and the China Futures Association, with qualifications approved by the China Securities Investment Fund Association [2] - Kaifeng Investment has received multiple awards for its performance and scale in managing various funds, ranking among the top in its category in China [2] - The investment philosophy of Kaifeng Investment emphasizes that details conceal industrial secrets and research reveals value cores [2] - The company has a high-level research team of over 50 members focused on macro and industrial fundamental research, covering major trading varieties in domestic and international futures markets [2] - In 2016, Kaifeng Investment plans to strengthen communication and cooperation with real enterprises, providing comprehensive solutions including industrial consulting, hedging cooperation, and industrial funds [2]
草甘膦板块尾盘拉升 江天化学涨停
news flash· 2025-05-19 06:57
暗盘资金一眼洞悉庄家意图>> 草甘膦板块尾盘拉升,江天化学(300927)涨停,和邦生物(603077)、诺普信(002215)、利尔化学 (002258)、润丰股份(301035)、广信股份(603599)等纷纷走高。 ...
诺 普 信: 关于回购注销限制性股票暨减少注册资本的债权人通知公告
Zheng Quan Zhi Xing· 2025-05-16 13:31
债权人可采用现场、邮寄、电子邮件或传真的方式进行债权申报,具体方式 如下: (双休日及法定节假日除外) 深圳诺普信作物科学股份有限公司公告 证券代码:002215 证券简称:诺普信 公告编号:2025-021 深圳诺普信作物科学股份有限公司 本公司及董事会全体成员保证公告内容真实、准确和完整,没有虚假记载、误 导性陈述或重大遗漏。 深圳诺普信作物科学股份有限公司(以下简称"公司")于 2025 年 5 月 16 日召开 2024 年年度股东大会,会议审议通过了《关于 2023 年限制性股票激励计 划回购注销已不符合激励条件激励对象已获授但尚未解锁的限制性股票的议案》, 同意公司回购注销上述已不符合激励条件激励对象已获授但尚未解锁的限制性 股票,回购股份数量合计为 370,000 股,回购股份予以注销并减少公司注册资本。 注销完成后公司股份总数将变更为 1,004,821,310 股。 根据《中华人民共和国公司法》等相关法律、法规的规定,公司特此通知债 权人,自本通知公告之日起 45 日内,凭有效债权证明文件及凭证向公司要求清 偿债务或提供相应担保。债权人如逾期未向公司申报上述要求,不会因此影响其 债权的有效性 ...
石油与化工指数大多上涨(5月6—9日)
Zhong Guo Hua Gong Bao· 2025-05-14 02:06
Group 1: Industry Performance - The chemical sector indices showed positive performance with the chemical raw materials index rising by 2.72%, chemical machinery index by 2.81%, pharmaceutical index by 0.65%, and pesticide and fertilizer index by 1.42% [1] - In the oil sector, the oil processing index increased by 0.86%, oil extraction index by 1.19%, while the oil trading index decreased by 4.56% [1] Group 2: Commodity Prices - International crude oil prices rebounded, with WTI settling at $61.02 per barrel, up 4.68% from May 2, and Brent at $63.91 per barrel, up 4.27% [1] - The top five rising petrochemical products included liquid chlorine up 134.15%, polymer MDI up 5.02%, sulfur up 3.90%, urea up 3.46%, and PTA up 3.40% [1] - The top five declining petrochemical products included aluminum fluoride down 7.37%, cyclohexanone down 6.92%, cracked carbon five down 6.12%, aniline down 5.64%, and paraffin down 5.14% [1] Group 3: Capital Market Performance - The top five performing listed chemical companies in the capital market included Runbei Hangke up 31.17%, Hengtian Hailong up 23.61%, Yuzhong Sanxia A up 23.18%, Asia-Pacific Industry up 21.26%, and Tongyi Zhong up 21.20% [2] - The top five declining listed chemical companies included Aiai Precision down 12.61%, Guangju Energy down 11.76%, Hongbaoli down 10.45%, Jiaao Environmental Protection down 9.11%, and Lafang Cosmetics down 7.75% [2]
石油与化工指数涨跌互现(4月28日—30日)
Zhong Guo Hua Gong Bao· 2025-05-07 02:22
Group 1: Industry Overview - The oil and chemical indices experienced mixed performance during the trading days from April 28 to April 30, with the chemical raw materials index down by 0.55% and the chemical machinery index up by 0.75% [1] - International crude oil prices showed a downward trend, with WTI settling at $58.29 per barrel, down 7.51% from April 25, and Brent at $61.29 per barrel, down 8.34% [1] - The top five rising petrochemical products included liquid chlorine up by 54.19% and PTA up by 5.68%, while the top five declining products included coal tar pitch down by 8.95% and WTI down by 7.51% [1] Group 2: Capital Market Performance - The top five performing listed chemical companies in the Shanghai and Shenzhen markets included United Chemical up by 36.56% and Yuzhong Three Gorges A up by 33.16% [2] - The worst-performing listed chemical companies included Xinjin Road down by 26.55% and ST Youfu down by 23.32% [2]