市场全天震荡调整， 创业板指、 深成指均跌超1%。沪深两市全天成交1.47万亿元，较上个交易日放量 1955亿元。盘面上，市场热点聚焦于油气、黄金、军工等避险方向。个股跌多涨少，全市场超4400只个 股下跌。从板块来看，油气板块全天强势， 科力股份30CM涨停， 通源石油等十余股涨停。 核污染防 治概念逆势爆发， 捷强装备涨停；军工板块午后逆势 拉升， 晨曦航空涨停，中航成飞涨超10%；黄金 股逆势走强， 西部黄金涨停；下跌方面， IP经济概念回调， 青木科技等跌逾10%；农药股低迷， 辉隆 股份跌停。板块方面，贵金属、 石油石化、核污染防治、军工等板块涨幅居前， 美容护理、 影视、IP 经济、 多元金融等板块跌幅居前。截至收盘， 沪指跌0.72%，深成指跌1.10%，创业板指跌1.13%。 ...

Group 1 - The A-share pesticide sector experienced a significant decline in the afternoon, with Bestmay falling over 10% [1] - Limin Co. and Huilong Co. hit the daily limit down, indicating severe market pressure [1] - Other companies such as Guokang Biochemical, Lanfeng Biochemical, Zhongqi Co., and Zhongnong United also saw declines [1]

中化新网讯 农业农村部网站日前发布了《关于公开征求农药标签和说明书标注要求意见的通知》(以下 简称《通知》)，"一证一品"制度正式进入实施倒计时。这项要求每个农药产品必须持有独立登记证的 政策，不仅将终结行业长期存在的"一证多品"乱象，更将触发农资行业有史以来最深刻的结构性变革。 "而在这场变革中，头部农药企业凭借丰富的登记证资源、强大的研发实力和完善的市场渠道，强强联 合、谋势共赢，才能取得显著成效。对于'一证一品'新政策，农药企业要积极响应，主动配合，组建联 盟集团统一部署，科学统筹合理布局。"《农药市场信息》总编顾旭东说。 "虽然"一证一品"政策的实施带来了短期的阵痛和淘汰，但这也是农资行业迈向更加规范化、专业化、 品牌化新时代的必经之路。"福建省漳州市农药协会秘书长胡闽西说。 安徽中农纵横农化信息咨询有限公司总经理杨益军认为，《通知》其中第二条明确规定"同一登记证号 的农药产品应当标注同样的商标，委托加工、分装的产品不得标注受托人的商标"，文件直指农药行业 长期存在的套证、借证和套牌市场乱象。其核心是规范市场行为，提高合规化的门槛，推动行业向规范 化、规模化方向发展，为行业高质量发展提供强有力的保障。 ...

保护第一：鱼与熊掌取舍背后的抉择 习近平总书记深刻指出："各级党委和政府要增强对历史文物的敬畏之心，树立保护文物也是政绩的科 学理念""历史文化遗产是祖先留给我们的，我们一定要完整交给后人"。江苏全省上下以功在当代、利 在千秋的责任感和使命感，敬畏历史、敬畏文化、敬畏生态，在全面保护上见真功，努力把古老运河这 个前人留给我们的宝贵财富呵护好。扬州运河三湾生态文化公园10年来的巨变，就是其中一个典型案 例。 运河三湾段是古代扬州城南的水陆门户，是古人尊重自然、顺应自然、利用自然的伟大水工遗址，素 有"三湾抵一坝"的美誉。20世纪五六十年代，这里被规划为东南工业区，集聚了农药厂、制药厂、染化 厂等89家企业，沿线水质和空气质量不断恶化，生态环境遭到严重破坏。新时代以来，扬州市委、市政 府积极顺应人民群众对美丽生态、美好生活的需求，大力实施环境综合整治，持续推进三湾片区更新改 造，使这里发生了脱胎换骨的变化。 三湾片区的企业，包括两家上市公司、多家重点国企，其中扬农集团曾年销售收入突破100亿元、年创 造利税近20亿元，多年来为扬州经济社会发展作出了巨大贡献。但农药生产带来的废气和异味长期困扰 周边居民生活，加上周 ...

回盛生物分析师会议 调研日期：2025年06月12日 调研行业：农药兽药 参与调研的机构：线上参与湖北辖区上市公司2025年投资者集体 接待日活动暨2024年度业绩说明会的投资者等 / 机构调研pro小程序 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序，了解最新的：行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中 ...

6月12日，和讯投顾黄儒琛分析，指数今天还是电风扇节奏，创新药确实轮动到了，商业航天硬是不 动。利民这个表现能确认大家把他吹死了吗？情绪上节奏是轮动的，指数是收红的，量能是收缩的，情 绪是分歧的，不过今天属于温和性质的强分歧，这点从实际跌停零家也能获得，最大回撤仅有4家，说 实话这4家里面是不是有2家昨天的直播都聊过，坦白说啊今天他们跳不跳都正常。重点是在于炸板率可 算是降下来了，今天只有21个点，这个数据对于短线生态的修复至关重要，不过盘面的节奏依然是轮动 节奏，所以卖权在你的手里你就不被动，你要硬着头皮开仓还在低吸。因为只要接高，是不是很多票又 冲高回落？说一下个股上的铆钉信号，还是坚持各位肉眼能够观察到的，或者你是真正意义熟知内在逻 辑的，而不是看公众号或者自媒体狂吹的。龙杰今天炸板跳水，以及利民断板，就是吹太狠的后果，龙 杰在5月中旬的时候，大就是大概中亿达二波见顶之后，当时直播说的是永安跟龙杰有做化工线内部资 金高切低，作为新的抱团品种出位的迹象，那本来就跟尤夫一样是属于中益达的模仿秀，断板二波走反 包对吧？那三板就可能会力竭，不是每一个二波反包的品种都能够像1月初的中板一样，站上三板之后 还能够带 ...

Group 1 - Yinlun Co., Ltd. plans to establish a joint venture company, Suzhou Yizhi Lingqiao Drive Technology Co., Ltd., with an investment of 10 million yuan, holding a 20% stake, to enhance the development of embodied intelligent robot components [1] - Zhimin Da's controlling shareholder plans to transfer 5.03 million shares, representing 3.00% of the total share capital, through an inquiry transfer method [1][2] - ST Ningke's subsidiary plans to invest 100 million yuan in a technical transformation project for the production of bio-fermentation products, aiming to enhance market competitiveness [3][4] Group 2 - Fujian Jinsen's chairman resigned due to work reasons, and the resignation will take effect after the election of a new chairman [5][6] - Kanghong Pharmaceutical's subsidiary received approval for clinical trials of Songling Xue Mai Kang capsules, aimed at treating functional ventricular premature beats [7][8] - Ruizhi Pharmaceutical plans to sell a 32.59% stake in its associate company, Guangdong Shenghetang Health Food Co., Ltd., for 60 million yuan [9] Group 3 - Meili Cloud's shareholder, China Metallurgical Paper Group, is undergoing bankruptcy reorganization, with its shares frozen and partially pledged [10] - Mongolian Grass Ecological plans to raise up to 1.495 billion yuan through a private placement for various ecological projects and working capital [11] - Aikelan's major shareholder plans to reduce their stake by up to 3% due to personal funding needs [12] Group 4 - Chaojie Co., Ltd. has three shareholders planning to reduce their stakes by a total of up to 3.73% for personal funding needs [13] - Haitai Biological's director plans to reduce their stake by up to 0.14% for personal funding needs [14] - New Guodu's executives plan to reduce their stakes by a total of up to 50.19 million shares for personal funding needs [15] Group 5 - Zhiguang Electric's vice chairman plans to reduce their stake by up to 304.06 million shares for personal funding needs [16] - *ST Jinbi's controlling shareholder plans to transfer 47.0853 million shares, making Yuan Yi Cheng Wu the new controlling shareholder [17][18] - Kaizhong Precision received a project designation from a leading global new energy battery manufacturer, with expected sales of approximately 700 million yuan [19][20] Group 6 - Defang Nano's director plans to reduce their stake by up to 133,200 shares for personal funding needs [21] - ST Hongtai's stock will have its risk warning removed, changing its name and increasing the price fluctuation limit [22] - Guoanda's directors plan to reduce their stakes by a total of up to 101,700 shares for personal funding needs [23] Group 7 - Lanshi Heavy Industry plans to acquire 100% of Qingdao Equipment for 99.9821 million yuan to enhance its delivery capabilities [24] - Qingdao Bank's major shareholder plans to increase its stake to no more than 19.99%, pending regulatory approval [25]

Summary of Conference Call Records Industry or Company Involved - **Li Min Co., Ltd.**: Engaged in the research, production, and sales of pesticides and veterinary drugs - **Angli Kang**: Focused on the production of innovative and generic pharmaceuticals, including pet medications Core Points and Arguments Li Min Co., Ltd. - The company is investing in a new energy project for solid-state batteries, aiming to produce 20,000 tons/year of LiFSI, which is expected to contribute an additional gross profit of 600-800 million yuan [3][4] - The company is collaborating with Chengdu Green Xinnuo and Shanghai Zhisheng Yougu to develop RNA and small peptide biopesticides, enhancing its synthetic biology capabilities [3] - The demand for the company's products is anticipated to increase due to the supply tightness of chlorantraniliprole, which overlaps with its existing products [3] - The company has signed a cooperation agreement with a technical team led by Professor Guan Shiyou, focusing on the full chain technology of new energy electrolytes [3] Angli Kang - The company is involved in the production of chemical raw materials, chemical formulations, and veterinary drugs, with a focus on various therapeutic areas including anti-infectives and cardiovascular drugs [5] - Angli Kang has a pipeline of approximately 50 new generic drug varieties expected to be launched, supported by significant R&D investments over the past few years [5] - The company is shifting its R&D strategy towards modified new drugs and innovative drugs, particularly in the areas of cardiovascular and pain management [5] - The pet medication project initiated in 2021 targets various health issues in pets, including pain, colds, and digestive problems [5] Other Important but Possibly Overlooked Content - The overall market showed a mixed performance with the ChiNext index leading the gains, while the Shanghai Composite Index managed to stay above 3400 points [1] - Institutional participation decreased slightly, with 17 stocks having net buy/sell amounts exceeding 10 million yuan, indicating a cautious market sentiment [2] - The performance of various sectors was noted, with rare earth permanent magnet stocks and automotive parts showing strong gains, while nuclear power stocks faced adjustments [1] - The projected increase in LiFSI usage in new battery technologies, particularly in the 4680 battery, is expected to drive demand significantly, with estimates suggesting a potential increase in usage from 0.5-2% to as high as 15% [4]

Core Viewpoint - The company ST Hongtaiyang has successfully removed its risk warning status and will change its stock name to Hongtaiyang, effective June 13, 2025, allowing for a higher daily price fluctuation limit of 10% [1][4]. Group 1: Company Background and Historical Issues - ST Hongtaiyang, officially known as Nanjing Hongtaiyang Co., Ltd., faced multiple historical issues leading to its risk warning status, including negative internal control audit reports from 2020 to 2023 and non-operational fund occupation by its former controlling shareholder [4][5]. - The company was under risk warning since May 6, 2021, and underwent a restructuring process initiated by a court ruling in September 2024, which led to a temporary name change to *ST Hongyang [4][5]. Group 2: Restructuring and Financial Recovery - The restructuring plan was confirmed completed by the Nanjing Intermediate People's Court in December 2024, eliminating the risk warning conditions [5]. - The company successfully recovered 2.88 billion yuan from the former controlling shareholder and its affiliates, addressing the fund occupation issue [5]. - In the first quarter of 2024, the company reported a revenue of 848 million yuan, a year-on-year increase of 0.24%, and a net profit attributable to shareholders of 29.26 million yuan, reflecting a significant growth of 45.74% [5]. Group 3: Market Performance - As of June 11, 2025, the stock price of Hongtaiyang was 8.29 yuan per share, with a total market capitalization of 10.76 billion yuan [6].

【导读】股票简称将由"ST红太阳"变更为"红太阳" 经过数年调整，ST红太阳终于成功"摘帽"。 6月11日晚间，ST红太阳（南京红太阳股份有限公司；证券代码：000525）发布公告称，公司股票交易 将于2025年6月12日停牌一天，于6月13日开市起复牌并撤销其他风险警示。 届时，该公司股票简称将由"ST红太阳"变更为"红太阳"，日涨跌幅限制由5%变为10%。这标志着红太 阳历经数年调整后，终于成功"摘帽"。 红太阳股票被实施其他风险警示，源于多重历史遗留问题的累积。 根据公告，2020年至2023年度，该公司均被出具否定意见的内部控制审计报告；同时，红太阳还存在长 期被原控股股东南京第一农药集团及其关联方非经营性资金占用的情形。因此，自2021年5月6日起，红 太阳连续多年被实施其他风险警示，股票简称由"红太阳"变更为"ST红太阳"。 此外，2024年9月，红太阳收到南京中院送达的（2024）苏01破20号《民事裁定书》，南京中院裁定受 理申请人南京太化化工有限公司对公司的重整申请。根据相关规定，红太阳股票自2024年9月19日起被 实施退市风险警示，股票简称由"ST红太阳"变更为"*ST红阳"。 2024 ...