破局之钥，在于创制农药的放量节奏和兑现度。 | 作者 | | 木鱼 | | --- | --- | --- | | 编辑 | | 小白 | 10月14日晚，先达股份（603086.SH）披露2025年前三季度业绩预告，预计实现归母净利润1.8亿-2.05 亿，同比增长2,807.87%至3,211.74%，是目前已经披露的三季度业绩预告中增速最高的一家上市公 司。 （来源：先达股份公告 20251015 ） 要知道，2023年、2024年，先达股份已经连亏两年。那么今年的业绩暴增，会是一次彻底的反转吗？ 业绩走势跟随 烯草酮 价格 先达股份主要从事农药原药及制剂、中间体的研发、生产和销售，主要产品为除草剂、杀菌剂和中间 体。其在早期依靠烯草酮、异草松、咪草烟、烯酰吗啉等仿制农药产品打开市场，后转型农药创制， 主做一些相对高端的除草剂。 目前，先达股份是全球最大的烯草酮生产商，产能大约1.25万吨/年。截至2024年底，全球烯草酮产 能大约4.6万吨/年，主要都在国内。 | 名称 | 产能分布 | | --- | --- | | 先达股份 | 1 万吨→1.25 万吨 (2025年扩产) | | 宁夏一帆 | ...

新农股份公告，公司股票于2025年10月17日、10月20日、10月21日连续三个交易日内收盘价格跌幅累计 超过20%。公司已进行自查并核实，发现前期披露信息无需更正或补充，近期未有重大影响公共传媒报 道，公司经营情况正常，内外部环境未发生重大变化。公司、控股股东及实际控制人不存在应披露而未 披露的重大事项，也未在股票异常波动期间买卖公司股票。公司计划于2025年10月23日披露《2025年第 三季度报告》。 ...

丰山集团今年以来股价涨90.15%，近5个交易日涨8.59%，近20日涨13.77%，近60日涨4.95%。 10月21日，丰山集团盘中上涨2.02%，截至09:51，报17.19元/股，成交3823.98万元，换手率1.37%，总 市值28.42亿元。 资金流向方面，主力资金净流出75.47万元，大单买入309.61万元，占比8.10%，卖出385.08万元，占比 10.07%。 分红方面，丰山集团A股上市后累计派现1.51亿元。近三年，累计派现1136.06万元。 今年以来丰山集团已经2次登上龙虎榜，最近一次登上龙虎榜为9月30日。 责任编辑：小浪快报 资料显示，江苏丰山集团股份有限公司位于江苏省盐城市大丰区西康南路1号，成立日期1996年9月12 日，上市日期2018年9月17日，公司主营业务涉及高效、低毒、低残留、环境友好型农药原药、制剂及 农药中间体的研发、生产和销售。 丰山集团所属申万行业为：基础化工-农化制品-农药。所属概念板块包括：生物农药、锂电池、固态电 池、钠电池、微盘股等。 截至6月30日，丰山集团股东户数1.01万，较上期减少12.41%；人均流通股16331股，较上期增加 14.17 ...

Group 1 - The core viewpoint of the article is that the "One Certificate, One Product" policy introduced by the Ministry of Agriculture and Rural Affairs is beneficial for regulating the pesticide market and protecting the interests of growers, which is overall favorable for the company's pesticide business [1] - The company has a rich reserve of pesticide formulation products and new product certification resources, making the implementation of the "One Certificate, One Product" policy advantageous for the sustainable and healthy growth of its business [1]

Group 1 - The A-share pesticide and fertilizer sectors experienced significant upward movement on October 20, with notable stocks such as Six Nations Chemical hitting the daily limit increase [2] - Other companies in the sector, including Chuanjin Nuo, Hubei Yihua, Chuanfa Longmang, Hongda Co., and Chengxing Co., also saw substantial gains [2]

红太阳所属申万行业为：基础化工-农化制品-农药。所属概念板块包括：NMN概念、维生素、乡村振 兴、农村电商、生物农药等。 截至8月29日，红太阳股东户数4.74万，较上期增加3.92%；人均流通股20892股，较上期减少3.77%。 2025年1月-6月，红太阳实现营业收入14.60亿元，同比减少11.08%；归母净利润-2.08亿元，同比减少 1081.73%。 分红方面，红太阳A股上市后累计派现11.46亿元。近三年，累计派现0.00元。 10月20日，红太阳盘中上涨2.06%，截至09:48，报6.45元/股，成交2572.80万元，换手率0.41%，总市值 83.72亿元。 资金流向方面，主力资金净流出270.01万元，特大单买入105.03万元，占比4.08%，卖出354.85万元，占 比13.79%；大单买入419.66万元，占比16.31%，卖出439.85万元，占比17.10%。 红太阳今年以来股价涨8.04%，近5个交易日跌1.83%，近20日跌1.68%，近60日跌3.44%。 今年以来红太阳已经3次登上龙虎榜，最近一次登上龙虎榜为6月18日，当日龙虎榜净买入-4983.72万 元；买入总 ...

近日，在中国农药工业协会于上海召开的第25届全国农药交流会主题大会上，特定农药闭环管理严格管 控平台面向全行业正式发布，标志着我国高风险农药管理正式迈入"全链可溯、实时监管、责任可究"的 数字化治理新阶段，高风险农药管控防线进一步筑牢。 据农药协会常务副会长兼秘书长李钟华介绍，2024年6月，国家对百草枯、克百威、涕灭威、氧乐果等 高风险农药实施"境内禁用、仅限出口"的最严监管。面对传统纸质台账与Excel报表模式造成的数据孤 岛、追溯滞后等行业痛点，协会牵头制定《严格管控农药闭环管理良好行为规范》，并以此为基础，打 造了集"可信、可控、可用"于一体的特定农药闭环管理服务平台。 平台实现从原材料采购、生产、仓储、运输到出口报关的全流程实时数据上链，彻底打破信息孤岛，构 建起覆盖特定农药全生命周期的数字信任体系，以数字化平台开启行业高质量发展新篇章。 据了解，平台有三大核心功能和亮点。一是全局洞察大屏，成为政府监管的"智慧作战室"。大屏统览产 能、库存、出口平衡率等核心指标；AI智能生成《高风险农药每日简报》，实时预警异常波动；全球 流向桑基图动态追踪每吨原药"从工厂到港口"全程轨迹。 二是全流程追溯，让每批原 ...

Group 1 - The report highlights that the performance forecasts for Q3 2025 in the electronics and basic chemicals sectors are promising, with over 10 companies expected to achieve a profit growth rate exceeding 30% year-on-year [3][29] - In the electronics sector, the AI wave is driving high growth, with AI inference creating new demand, suggesting that the sector is likely to maintain a high prosperity level [3][29] - The basic chemicals sector is experiencing structural improvement due to supply constraints and demand support, with an overall balance of supply and demand expected to improve as capacity adjustments take place [3][29] Group 2 - The report indicates that as of October 15, 2025, 154 companies in the A-share market have disclosed their Q3 2025 performance forecasts or reports, with a disclosure rate of approximately 2.83% and a pre-positive forecast rate of about 83.06% [3][30] - The median net profit growth rate for the sample companies disclosing their performance forecasts is 71.2% under the median method and 65.6% under the overall method [3][30] - The report identifies that the sectors with the highest pre-positive forecast rates include comprehensive, non-bank financial, and social services, all at 100% [3][30] Group 3 - The medical device sector saw a decline in revenue and net profit in H1 2025, with overall revenue down 7.3% and net profit down 27.0% year-on-year [8] - However, the bidding process is recovering, with the total amount of domestic medical device bids in H1 2025 reaching 83.8 billion yuan, a year-on-year increase of 64% [8] - Companies like United Imaging and Mindray are experiencing growth in overseas revenues, indicating a trend towards globalization in the medical device market [8] Group 4 - The report emphasizes the importance of AI hardware and domestic computing power as key investment areas, suggesting that the market may continue to see structural slow growth with technology remaining a core focus [10] - The electronics sector is expected to see significant advancements in AI terminal ecosystems, with hardware innovation and computing power working in synergy, potentially leading to a boom in 2026 [12] - The report also notes that major companies like Apple are enhancing their collaboration in the AI space, which could lead to a reevaluation of industry valuations [12]

Group 1: Company Performance - Cambrian's revenue for the third quarter reached 1.727 billion yuan, a year-on-year increase of 1332.52%, with a total revenue of 4.607 billion yuan for the year-to-date, reflecting a growth of 2386.38% [1] - Cambrian achieved a total profit of 566 million yuan in the third quarter, with a net profit attributable to shareholders of 567 million yuan, and a year-to-date net profit of 1.605 billion yuan [1] - XianDa's estimated net profit for the first three quarters is between 180 million yuan and 205 million yuan, representing a year-on-year growth of 2807.87% to 3211.74% [2] Group 2: Stock Performance - Cambrian's stock price increased from 645.62 yuan per share at the beginning of the year to 1247.68 yuan per share by October 17, 2023 [1] - XianDa's stock price rose from 4.20 yuan per share at the beginning of the year to 10.14 yuan per share by October 17, 2023, marking an increase of nearly 1.5 times [2] Group 3: Industry Challenges - Shida Shenghua reported a net profit loss of between -49 million yuan and -75 million yuan for the first three quarters, a decline of 534.97% to 765.77% year-on-year due to intense market competition and price drops [2] - The company has increased market investment and R&D efforts in response to industry competition, leading to higher expenses and reduced operating profits [2]

每日经济新闻 每经AI快讯，天风证券10月17日发布研报称，给予扬农化工（600486.SH）"买入"评级。评级理由主要 包括：1）原药业务收入增长，出口销售毛利率大幅提升；2）辽宁优创有序推进，有望为公司带来新的 增量。风险提示：农药景气下行、产品价格下跌、原材料价格大幅波动、新项目进度及盈利情况低于预 期、气候异常风险及汇率风险。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每经头条（nbdtoutiao）——"我还在！"林园硬气回应牛市亏钱，"接下来，我还会在！"坚持白酒是"快 乐需求"，科技股买了"愁得睡不着" （记者 曾健辉） ...