| 指数 | 收盘 | | 涨跌（％） | | | --- | --- | --- | --- | --- | | 名称 | （点） | 1 日 | 5 日 | 1 月 | | 上证指数 | 3288 | -0.2 | -1.8 | -0.09 | | | | | 8 | | | 深证综指 | 1898 | -0.9 | -6.3 | -0.68 | | 风格指数 | 昨日表现 | 1 个月表现 | 6 个月表 | | --- | --- | --- | --- | | | （％） | （％） | 现（％） | | 大盘指数 | -0.06 | -3.09 | -3.93 | | 中盘指数 | -0.6 | -6.26 | -8.52 | | 小盘指数 | -0.85 | -6.2 | -2.74 | | 行业涨幅 | 昨日涨 | 1 个月涨 | 6 个月涨 | | 普钢Ⅱ | 1.64 | -3.29 | 2.87 | | 游戏Ⅱ | 1.3 | -4.5 | 2.38 | | 城商行Ⅱ | 1.24 | 3.41 | 10.11 | | 白色家电 | 1.07 | -3.32 | -4.88 | | 农商 ...

一、主要会计数据和财务指标 | 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | -0.6849 | -0.8911 | 23.14 | -0.8576 | | 每股净资产（元） | 0.09 | 0.07 | 28.57 | 0.96 | | 每股公积金(元) | 5.69 | 5.08 | 12.01 | 5.09 | | 每股未分配利润(元) | -6.54 | -5.88 | -11.22 | -4.99 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 17.93 | 17.42 | 2.93 | 14.45 | | 净利润(亿元) | -2.53 | -3.32 | 23.8 | -3.21 | | 净资产收益率(%) | -237.81 | -173.39 | -37.15 | -55.31 | 数据四舍五入，查看更多财务数据>> 二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 10019.62万股 ...

江山股份 20250428 摘要 • 江山股份一季度业绩受益于产品价格和销量双重提升，其中杀虫剂、酰胺 类除草剂、氯碱和日电贸分别贡献毛利占比 30%、18%、13%和 21%， 制剂板块（含杀虫剂、酰胺类除草剂和草甘膦制剂）毛利占比达 20%。 • 公司通过控制销售节奏，将部分产品转入库存以待价格上涨，并在 2025 年一季度适时销售库存产品，推动销量增长。预计二季度酰胺类除草剂销 量将因季节性因素低于一季度。 • 2024 年江山股份制剂板块收入 15 亿元，占总收入约 27%，毛利率为 10.6%，毛利占比 20%，净利润约 4,000 万元。销售费用较高，主要由 于推广费用和人员成本。 • 公司草甘膦目前基本满负荷生产，IDA 法草甘膦开工率约 80%，总体开工 率 80%-90%。库存控制在一个月以内，目前库存量约为半个月产量。 • 草甘膦备货旺季因地区而异，南美洲 9-10 月开始备货，次年 1-2 月进入 用药高峰。价格受气候、生产端事件和政策因素影响，转基因技术推广可 能对草甘膦价格产生影响。 Q&A 请介绍一下江山股份 2025 年第一季度的经营情况。 2025 年第一季度，江山股份实现营业 ...

一、主要会计数据和财务指标 | 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | 0.1000 | -0.0700 | 242.86 | 0.0600 | | 每股净资产（元） | 9.11 | 8.98 | 1.45 | 9.47 | | 每股公积金(元) | 4.12 | 4.12 | 0 | 3.95 | | 每股未分配利润(元) | 3.37 | 3.44 | -2.03 | 3.94 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 3.22 | 2.63 | 22.43 | 3.96 | | 净利润(亿元) | 0.16 | -0.11 | 245.45 | 0.1 | | 净资产收益率(%) | 1.03 | -0.70 | 247.14 | 0.64 | 数据四舍五入，查看更多财务数据>> 二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 8912.01万股，累计占流通股比： 53.92%，较 ...

Financial Performance - The company reported a basic earnings per share of -0.2300 yuan for 2024, an improvement of 4.17% compared to -0.2400 yuan in 2023 [1] - The total revenue decreased by 12.71% to 10.44 billion yuan in 2024 from 11.96 billion yuan in 2023 [1] - The net profit remained unchanged at -0.39 billion yuan for both 2024 and 2023 [1] - The return on equity was -2.45% in 2024, slightly better than -2.48% in 2023 [1] - The net asset per share decreased marginally to 9.01 yuan in 2024 from 9.03 yuan in 2023, a decline of 0.22% [1] Shareholder Structure - The top ten unrestricted shareholders hold a total of 87.53 million shares, accounting for 52.97% of the circulating shares, with an increase of 0.8716 million shares compared to the previous period [1] - The largest shareholder, Yin Fengshan, holds 67.7255 million shares, representing 40.98% of the total share capital, with no change in holdings [2] - New entrants among the top shareholders include Xue Qingjie and Bai Rui, holding 1.31 million and 1.28 million shares respectively [2] - UBS AG, Wu Yunfeng, and Wu Hancun have exited the top ten shareholders list [2]

Investment Rating - The report maintains an "Accumulate" investment rating for the company [3] Core Views - The company's Q1 performance met expectations, with revenue of 3.241 billion yuan, a year-on-year increase of 2.04%, and a net profit attributable to shareholders of 435 million yuan, up 1.35% year-on-year [1] - Despite a decline in product sales prices, the company demonstrated strong cost control, and the new Liaoning project is expected to contribute positively to future performance [6] - The agricultural chemicals industry is currently at the bottom of its cycle, but the company is expected to show resilience and potential for profit growth as market conditions improve [6] Financial Data and Valuation - Total revenue projections for the company are as follows: 11.478 billion yuan in 2023, 10.435 billion yuan in 2024, and expected growth to 11.732 billion yuan in 2025, representing a year-on-year growth of 12% [2][9] - The company's net profit is projected to be 1.565 billion yuan in 2023, decreasing to 1.202 billion yuan in 2024, and then increasing to 1.349 billion yuan in 2025, with a corresponding EPS of 3.85 yuan, 2.96 yuan, and 3.32 yuan respectively [2][10] - The current PE ratio is 13.3 for 2023, increasing to 17.3 in 2024, and then decreasing to 15.4 in 2025, indicating a potential undervaluation in the coming years [10] Sales Performance - In Q1 2025, the company's raw material revenue reached 1.81 billion yuan, a year-on-year increase of 4.8%, with sales volume up 14.8% to 28,700 tons, despite a sales price drop of 8.8% [6] - The company's comprehensive gross margin improved by 0.3 percentage points to 24.6% in Q1 2025, reflecting effective cost management [6] Project Development - The company is advancing its innovative pesticide development, with significant progress on the Liaoning project, which is expected to enhance production capabilities and product offerings [6] - The company aims to complete the first phase of the Liaoning project ahead of schedule, with multiple products already yielding qualified outputs [6]

Core Insights - Company achieved a total revenue of 649 million yuan in 2024, representing a year-on-year growth of 7.19% [1] - The net profit attributable to shareholders reached 59.92 million yuan, an increase of 14.56% compared to the previous year [1] - The company plans to distribute a cash dividend of 1.5 yuan per 10 shares, totaling an estimated 15 million yuan [2] Financial Performance - Revenue breakdown: Insecticides contributed 243 million yuan (37.42%), fungicides contributed 237 million yuan (36.47%), and herbicides contributed 101 million yuan (15.49%) to total revenue [2] - The company reported a non-recurring net profit of 56.61 million yuan, reflecting an 18.12% increase year-on-year [1] Research and Development - The company invested 40.61 million yuan in R&D in 2024, achieving a research intensity of 6.25% [3] - The company holds 162 valid invention patents and 328 pesticide registration certificates, enhancing its competitive edge in the market [3] Brand Strategy - The company focuses on building the "Shangge" brand to create a high-quality image, which has led to a positive brand perception among farmers [4] - Continuous product development based on market demand has allowed the company to rapidly introduce new pesticide formulations under the "Shangge" brand [4] Future Plans - In 2025, the company aims to enhance its product development, marketing, and brand building, with a focus on pesticide formulations and raw materials [4] - Plans include establishing a raw material production line and exploring overseas markets in Southeast Asia, South Asia, and Central Asia [4]

Core Insights - Company reported a revenue of 7.173 billion yuan for Q1 2025, representing a year-on-year decline of 4.48% [1] - Net profit reached 151 million yuan, showing a significant year-on-year increase of 166.40% [1] Financial Performance - Revenue for Q1 2025: 7.173 billion yuan, down 4.48% year-on-year [1] - Net profit for Q1 2025: 151 million yuan, up 166.40% year-on-year [1]

证券代码：003042 证券简称：中农联合 山东中农联合生物科技股份有限公司 投资者关系活动记录表 编号：2025-001 | 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（请文字说明其他活动内容） | | 参与单位名称及人员姓名 | 线上参与公司2024年度暨2025年第一季度网上业绩说明会的全体投 资者 | | 时间 | 2025年04月28日 15:00-16:30 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | 上市公司接待人员姓名 | 董事长 许辉 | | | 董事、总经理 李凝 | | | 独立董事 王贡勇 | | | 副总经理、董事会秘书 颜世进 | | | 财务总监 李强 1.公司2025年有没有业绩指引，公司今年经营方面会有哪些亮 | | | 点。公司在机制方面如何避免国企，效率低，缺少责任心的情况。 | | 投资者关系活动主要内容 | 答:尊敬的投资者，您好。当前农药行业仍面临激烈的市场 ...

证券代码：605033 证券简称：美邦股份 公告编号：2025-026 | 主要原材料 | 2025 年第一季度平 均进价（万元/吨） | 2024 年第一季度平 均进价（万元/吨） | 变动比率（%） | | --- | --- | --- | --- | | 8-羟基喹啉 | 5.36 | 5.50 | -2.55 | | 苯醚甲环唑原药 | 8.57 | 9.30 | -7.85 | | 吡唑醚菌酯原药 | 14.22 | 14.81 | -3.98 | | 肟菌酯原药 | 21.56 | 30.06 | -28.28 | | 烯效唑原药 | 21.77 | 23.85 | -8.72 | 四、其他对公司生产经营具有重大影响的事项 以上生产经营数据，来自公司内部统计，未经审计，仅为投资者及时了解公 司生产经营概况之用，未对公司未来经营情况作出任何明示或默示的预测或保 证，敬请投资者审慎使用，注意投资风险。 根据上海证券交易所《上海证券交易所上市公司自律监管指引第3号行业信 息披露：第十三号——化工》的相关要求，陕西美邦药业集团股份有限公司（以 下简称"公司"）现将2025年第一季度主要经营数据披露如下： ...