Core Viewpoint - The Ministry of Finance and the State Taxation Administration announced the adjustment of export tax rebate policies for photovoltaic and related products, effective April 1, 2026, which includes the cancellation of VAT export rebates for photovoltaic products and a reduction in the export tax rebate rate for battery products [1][4]. Summary by Categories Export Tax Rebate Policy Changes - From April 1, 2026, the VAT export tax rebate for photovoltaic products will be canceled [1][5]. - The export tax rebate rate for battery products will be reduced from 9% to 6% from April 1, 2026, until December 31, 2026, and will be completely canceled starting January 1, 2027 [4][5]. Products Affected - The announcement includes 18 pesticide-related products, such as glyphosate, acetochlor, and flufenacet, which will also be affected by the changes in export tax rebate policies [1][3]. - A detailed list of products subject to the changes is provided in the attachments, specifying the product codes and names along with their respective tax rates [5][6]. Consumption Tax Policy - The export consumption tax policy for the affected products will remain unchanged, continuing to apply the existing consumption tax rebate (exemption) policies [5].

Core Viewpoint - The company emphasizes the importance of product and technology innovation, focusing on the application of patented compounds and continuous optimization of product layout [2] Group 1: Product Development - The company has successfully developed a pesticide product, fluopyram, which has independent intellectual property rights and has been launched into the market [2] - The company has submitted registration application materials for a new efficient, low-toxicity, and low-risk nematicide, trifluoromethanesulfonamide, to the Ministry of Agriculture and Rural Affairs for approval [2] - Ongoing experiments are being conducted for the registration of innovative compounds such as fluopyram [2]

Core Viewpoint - Zhongnong United (003042) emphasizes its commitment to providing safe, environmentally friendly, low-toxicity, and high-efficiency pesticide products to the agricultural sector and growers [1] Company Summary - The company operates primarily in the pesticide production industry, targeting the agrochemical sector and agricultural producers [1] - Zhongnong United is focused on enhancing its operational performance and intrinsic value to benefit all shareholders [1] - The company is open to shareholder suggestions and will communicate relevant feedback to its management team [1]

Group 1 - The core point of the news is that Yangnong Chemical has experienced a decline in stock price, dropping 1.91% to 68.92 CNY per share, with a total market capitalization of 27.935 billion CNY and a cumulative drop of 5.66% over four consecutive days [1] - Yangnong Chemical, established on December 10, 1999, and listed on April 25, 2002, specializes in the research, production, and sales of pesticide products, with its main revenue sources being raw materials (58.64%), trading (20.65%), formulations (18.78%), and others (1.93%) [1] Group 2 - From the perspective of fund holdings, Huaxia Fund has a significant position in Yangnong Chemical, with the Huaxia CSI Agricultural Theme ETF (516810) increasing its holdings by 11,500 shares in the third quarter, totaling 84,400 shares, which represents 2.63% of the fund's net value [2] - The Huaxia CSI Agricultural Theme ETF (516810) was established on December 29, 2021, with a current size of 231 million CNY, and has reported a year-to-date return of 1.57% and a one-year return of 37.06% [2] - The fund manager, Zhang Jinzhi, has been in position for 225 days, overseeing assets totaling 3.203 billion CNY, with the best fund return during his tenure being 68.25% and the worst being -1.67% [2]

Core Viewpoint - Yangnong Chemical's stock price has experienced a decline of 0.78% year-to-date, with a notable drop of 4.61% over the past five trading days, indicating potential volatility in the market [2] Group 1: Stock Performance - As of January 13, Yangnong Chemical's stock price was 68.85 CNY per share, with a trading volume of 2.10 billion CNY and a turnover rate of 0.74%, resulting in a total market capitalization of 279.07 billion CNY [1] - The stock has seen a 3.25% increase over the past 20 days and a minimal increase of 0.07% over the past 60 days [2] Group 2: Financial Performance - For the period from January to September 2025, Yangnong Chemical reported a revenue of 9.156 billion CNY, reflecting a year-on-year growth of 14.23%, while the net profit attributable to shareholders was 1.055 billion CNY, up by 2.88% [2] - The company has distributed a total of 2.833 billion CNY in dividends since its A-share listing, with 1.137 billion CNY distributed over the last three years [3] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Yangnong Chemical was 16,900, a decrease of 6.49% from the previous period, with an average of 23,883 circulating shares per shareholder, an increase of 7.24% [2] - The fourth largest circulating shareholder is Hong Kong Central Clearing Limited, holding 14.2374 million shares, a decrease of 2.0554 million shares from the previous period [3]

Core Viewpoint - Lier Chemical's stock has shown a positive trend in recent months, with significant revenue and profit growth reported for the year 2025, indicating strong operational performance and investor interest [2][3]. Group 1: Stock Performance - On January 13, Lier Chemical's stock price decreased by 2.08%, trading at 14.10 yuan per share, with a total market capitalization of 11.286 billion yuan [1]. - Year-to-date, the stock price has increased by 8.05%, with a 3.91% rise over the last five trading days, 9.73% over the last 20 days, and 16.14% over the last 60 days [1]. - The net outflow of main funds was 17.5697 million yuan, with large orders showing a buy of 35.1264 million yuan and a sell of 47.8978 million yuan [1]. Group 2: Financial Performance - For the period from January to September 2025, Lier Chemical achieved a revenue of 6.709 billion yuan, representing a year-on-year growth of 29.31%, while the net profit attributable to shareholders was 381 million yuan, up 189.07% year-on-year [2]. - The company has distributed a total of 1.496 billion yuan in dividends since its A-share listing, with 720 million yuan distributed over the past three years [3]. Group 3: Shareholder Information - As of November 30, the number of shareholders for Lier Chemical was 40,300, a decrease of 4.20% from the previous period, while the average circulating shares per person increased by 4.39% to 19,842 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 13.308 million shares, an increase of 5.8814 million shares from the previous period [3].

经济观察网2026年1月12日，新农股份（002942）发布2025年度业绩预告，预计2025年净利润8700万元 至1.05亿元，同比增长50.71%至81.89%；扣除非经常性损益后的净利润6800万元至8600万元，同比增长 82.90%至131.32%。 ...

资金面上，该股今日主力资金净流入2.06万元，近5日资金净流入573.99万元。（数据宝） （文章来源：证券时报网） 证券时报·数据宝统计显示，新农股份今日收于20.31元，上涨0.05%，日换手率为1.89%，成交额为 5265.91万元，近5日上涨1.40%。通过对2025年业绩预增50%以上的个股走势进行统计发现，预告发布 后当日股价上涨的占比76.00%，股价发布当日股价涨停的有1家。预告发布后5日股价上涨的占比 76.00%。 新农股份（002942）1月12日发布2025年业绩预增公告，预计实现净利润为8700.00万元~1.05亿元，净 利润同比增长50.71%~81.89%。 ...

（编辑 丛可心） 证券日报网讯 1月12日，美邦股份在互动平台回答投资者提问时表示，二级市场股价受政策环境、市场 环境、投资者风险偏好等多重因素影响，公司目前生产经营正常，具体业绩情况，公司将严格按照信息 披露法规予以披露。 ...

中关村物联网产业联盟副秘书长袁帅对《证券日报》记者表示："2025年，农药行业迎来政策精细化监 管密集期，农业农村部'一证一品'政策落地与《农药生产许可审查细则》修订双重发力，行业集中度持 续提升，依赖借证、贴牌生存的中小企业加速出局，而新农股份'中间体-原药-制剂'产业链一体化发展 模式带来的合规优势、成本优势与抗风险能力等进一步凸显，成为其业绩增长的基础。" 1月12日晚间，浙江新农化工股份有限公司(以下简称"新农股份（002942）")发布2025年度业绩预告， 该公司预计实现归属于上市公司股东的净利润8700万元至1.05亿元，比上年同期增长50.71%至81.89%； 扣除非经常性损益后的净利润6800万元至8600万元，比上年同期增长82.90%至131.32%。 具体来看，核心制剂板块成为新农股份业绩的"压舱石"。据悉，新农股份始终坚持差异化定位，通过聚 焦"6+1"核心作物，以碧生、碧锐等碧氏系列制剂产品为核心，持续研发解决细菌性病害为主的产品组 合。2025年，该公司积极深化渠道合力和品牌建设，拓展新市场，碧氏系列产品销量稳定增长，带动了 收入和毛利的提升。 作为以杀菌剂、杀虫剂为主营业务的 ...