据证券之星公开数据整理，近期诺普信(002215)发布2025年一季报。截至本报告期末，公司营业总收入 21.01亿元，同比上升15.01%，归母净利润6.27亿元，同比上升37.99%。按单季度数据看，第一季度营 业总收入21.01亿元，同比上升15.01%，第一季度归母净利润6.27亿元，同比上升37.99%。本报告期诺 普信盈利能力上升，毛利率同比增幅2.92%，净利率同比增幅24.72%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率47.11%，同比增2.92%，净利率29.83%，同比增 24.72%，销售费用、管理费用、财务费用总计3.09亿元，三费占营收比14.7%，同比减10.94%，每股净 资产4.44元，同比增6.58%，每股经营性现金流0.27元，同比减38.08%，每股收益0.64元，同比增39.66% | 项目 | 2024年一季报 | 2025年一季报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 18.27亿 | 21.01亿 | 15.01% | | 归母净利润(元) | 4.54亿 | 6.27 Z | 37.99% | ...

Group 1: Financial Performance - In 2024, the company's operating revenue reached 1.986 billion CNY, representing a year-on-year growth of 6.79% [3] - The revenue from the pesticide segment accounted for approximately 68.29% of total revenue, with a year-on-year increase of 7.86% [3] - The fertilizer segment contributed about 26.27% to total revenue, also showing a year-on-year growth of 7.3% [3] - The total sales volume of the core product, plant growth regulators, was 23,000 tons, generating revenue of 880 million CNY, which is about 66% of pesticide revenue and 45% of total revenue for 2024 [4] - The overall gross profit margin for 2024 was 45.56%, an increase of 3.87 percentage points year-on-year [4] - The gross profit margin for pesticides was 49.19%, up by 5.28 percentage points year-on-year, while the fertilizer gross profit margin was 36.31%, increasing by 0.69 percentage points [4] - The net profit attributable to shareholders was 367 million CNY, reflecting a year-on-year growth of 21.52% [4] - The net profit after deducting non-recurring items was 361 million CNY, with a year-on-year increase of 24.49% [4] Group 2: Dividend Policy and Cash Flow - The company had a year-end cash balance of 1.420 billion CNY and retained earnings of 1.001 billion CNY, providing a solid basis for cash dividends in 2024 [4] - The "payment before delivery" cash settlement method has maintained a healthy cash flow, enabling multiple dividend distributions [4] - The company aims to increase the frequency of dividends in line with regulatory guidelines, promoting mid-term dividends to stabilize investor expectations [4] Group 3: Marketing and Product Strategy - The company plans to promote a comprehensive marketing solution across 1.5 million acres in 2025, doubling the coverage from 2024 [5] - Focus will be on major crops like wheat and rice, as well as economic crops, with an emphasis on fruit trees due to their high economic value [5] - The company is also expanding its solution marketing to vegetables and root crops [5] Group 4: Production and Market Conditions - The production capacity for raw materials from the IPO project is currently at full capacity, while the formulation production capacity has room for improvement [6] - Seasonal delays may affect the planting and growth cycles of crops, potentially leading to delays in pest occurrences and subsequent impacts on sales [6]

不过，截至法律意见书出具日，本次回购注销尚需提交公司股东大会审议批准。 回购注销原因及具体内容 根据《股票激励计划》规定，激励对象因个人绩效考核不合格、主动辞职等原因离职，其已满足解锁条 件的权益不受影响，但不再享受离职日以后的股权激励，对于因上述原因被取消或失效的限制性股票， 由公司回购注销。 此次12名激励对象因个人原因离职，已不符合激励条件，所以公司将回购注销其已获授但尚未解锁的37 万股限制性股票。公司将按3.88元/股加银行同期定期存款利息之和进行回购注销。本次回购注销完成 后，公司总股本将由1,005,191,310股调整为1,004,821,310股。 已履行相关程序，尚需股东大会审议 2023年12月4日，诺普信召开2023年第三次临时股东大会，审议通过相关议案，并授权董事会办理与本 次注销有关的事项。 2025年4月23日，公司召开第七届董事会第五次会议，审议通过回购注销议案，12名激励对象于2025年4 月15日前因个人原因离职，不符合激励条件，其已获授但尚未解锁的37万股限制性股票将由公司回购注 销。 同日，公司召开第七届监事会第四次会议，审议通过该议案，监事会认为回购注销程序符合规定， ...

诺 普信公告，2024年营业收入52.88亿元，同比增长28.37%。归属于上市公司股东的净利润5.85亿元， 同比增长148.10%。基本每股收益0.5869元/股，同比增长143.63%。公司拟向全体股东每10股派发现金 红利3.5元(含税)，送红股0股(含税)，不以公积金转增股本。 ...

Financial Performance - The company's basic earnings per share decreased by 42.09% from 2.78 yuan in 2023 to 1.61 yuan in 2024 [1] - Net profit fell by 41.63% from 7.71 billion yuan in 2023 to 4.5 billion yuan in 2024 [1] - Operating revenue increased by 15.77% from 114.85 billion yuan in 2023 to 132.96 billion yuan in 2024 [1] - Return on equity decreased by 47.4% from 12.30% in 2023 to 6.47% in 2024 [1] Shareholder Structure - The top ten unrestricted shareholders hold a total of 23,115.73 million shares, accounting for 82.46% of the circulating shares, with a change of 2.2083 million shares from the previous period [1] - Shandong Runyuan Investment Co., Ltd. holds 11,491.12 million shares, representing 40.99% of the total share capital [2] - KONKIA INC holds 6,119.18 million shares, accounting for 21.83% of the total share capital [2] Dividend Distribution - The company announced a dividend distribution plan of 4.1 yuan per share (including tax) [3]

Group 1 - The A-share market experienced a significant trading volume of 1.09 trillion, with the Shanghai Composite Index achieving an "eight consecutive days" rise, indicating strong market resilience despite external pressures from the US stock market and dollar index declines [1] - The performance of dividend stocks has stabilized and even reached historical highs, contributing positively to market sentiment [1] - The A-share market has entered a concentrated disclosure period for Q1 financial reports, which is expected to influence market atmosphere [1] Group 2 - The cross-border payment concept stocks surged due to favorable policies aimed at enhancing the functionality and global coverage of the RMB cross-border payment system [2] - The large market concept stocks also performed well, supported by policies promoting the development of free trade zones and adjustments in global trade tariffs, which may lead companies to reassess their supply chain strategies [2] - Agricultural chemical stocks showed strong performance as spring farming preparations began, leading to increased demand and rising prices for various pesticide products [2] Group 3 - Gold stocks strengthened as spot gold prices surpassed $3,500 per ounce, driven by concerns over US economic recession and credit risks associated with US debt, leading to a consensus on the "weak dollar-strong gold" narrative [3] - The A-share market's ability to rise despite external market declines suggests a strong underlying strength, with potential for further upward movement if the current trend continues [3]

市场全天震荡分化，三大指数涨跌不一， 沪指一度站上3300点。高位股受资金追捧， 国芳集团走出13 天12板， 红宝丽6天5板。沪深两市全天成交额1.09万亿，较上个交易日放量486亿。盘面上，市场热点 快速轮动，个股上涨和下跌家数基本相当。从板块来看，物流、 统一大市场概念股集体走强， 华鹏飞 等多股涨停。 跨境支付概念股震荡走高， 青岛金王等涨停。农药、 化肥概念股表现活跃， 中农联合涨 停。下跌方面，算力概念股展开调整， 光环新网跌超5%。板块方面，物流、跨境支付、农药、 农业等 板块涨幅居前，机器人、算力、液冷服务器、 旅游等板块跌幅居前。截至收盘，沪指涨0.25%， 深成 指跌0.36%， 创业板指跌0.82%。 ...

江山股份（600389）公告，2024年营业收入54.32亿元，同比增长6.80%。归属于上市公司股东的净利润 2.24亿元，同比下降20.69%。公司2024年度拟以实施权益分派股权登记日登记的总股本为基数分配利 润，每10股派发现金红利3元(含税)，合计派发现金红利1.29亿元(含税)，占本年度合并报表中归属于上 市公司普通股股东的净利润比例为57.57%。 ...

Group 1: Industry Insights - The petrochemical and transportation sectors are expected to see continuous improvement in supply and demand, with a positive outlook on the profitability of viscose filament yarns [3] - The semiconductor materials sector is poised for growth due to an increase in fab investments, with the number of 300mm wafer fabs in mainland China projected to rise from 29 in 2024 to 71 by 2027, indicating a significant opportunity for domestic material companies [4] - The agricultural chemicals and private refining sectors are also expected to perform well, alongside the vitamin and methionine segments [3] Group 2: Company Performance - Alibaba Group plans to invest over 380 billion yuan in cloud and AI hardware infrastructure over the next three years, marking the largest investment in this area by a private company in China [5] - Hongsoft Technology is anticipated to benefit from the rapid development of edge AI, with projected revenue of 820 million yuan in 2024, representing a 22% year-on-year increase, and a net profit of 180 million yuan, up 98% [7] - China National Offshore Oil Corporation (CNOOC) has made significant breakthroughs in oil and gas exploration in the Beibu Gulf, with a capital expenditure budget of 125 to 135 billion yuan for 2025 [8] - Andisu's revenue for 2024 is expected to reach 15.5 billion yuan, a year-on-year increase of 18%, with net profit soaring by 2,209% to 1.2 billion yuan [9] - Dongfang Yuhong reported a decline in revenue and net profit for 2024, with total revenue of 2.806 billion yuan, down 14.5%, and a net profit of 110 million yuan, down 95.2% [10]