证券日报网讯1月9日，农心科技（001231）在互动平台回答投资者提问时表示，截至2025年12月31日， 公司股东人数为9584户。 ...

此外，据智通财经，香港食物环境卫生署食物安全中心1月6日宣布，即时指示业界暂停从上述地区进口 禽肉及禽类产品（包括禽蛋），以保障香港公众健康。 东方证券指出，2026年农业是拐点向上的年份，养殖、种植将依次发力，带来板块趋势上行，建议重点 关注。 中国银河表示，2026年农业行业投资机会可核心围绕生猪养殖以及宠物板块展开。2026年农业行业关注 点在于等待并捕捉行业拐点，回归基本面的核心指标跟踪，在估值相对合理区间寻找切入点。具体来 看，养殖板块持续强调攻守兼备，但区别于2025年以守为主基调，2026年更强调对未来潜在弹性的把 握；宠物板块经历估值回归，等待业绩增速恢复，投资机会将再次来临。 （文章来源：21世纪经济报道） 1月8日，沪指窄幅震荡，创业板指盘中跌超1%。截至收盘，沪指跌0.07%，深成指跌0.51%，创业板指 跌0.82%。 热门ETF中，农业ETF天弘（512620）全天成交额近500万元，换手率1.12%。成分股中，生物股份、兄 弟科技、益生股份等涨幅领先。 农业ETF天弘（512620）紧密跟踪中证农业指数，覆盖养殖、农化等领域，成分股汇聚牧原股份、温氏 股份、海大集团等农业龙头企业， ...

证券研究报告 | 2026年01月09日 | 晨会纪要 | | --- | | 数据日期:2026-01-08 | 上证综指 | 深证成指沪深 | 300 指数 | 中小板综指 | 创业板综指 | 科创 50 | | --- | --- | --- | --- | --- | --- | --- | | 收盘指数（点） | 4082.97 | 13959.48 | 4737.65 | 15093.72 | 4074.35 | 1455.17 | | 涨跌幅度（%） | -0.06 | -0.50 | -0.81 | 0.18 | 0.22 | 0.81 | | 成交金额（亿元） | 11831.88 | 16170.76 | 6306.55 | 5899.57 | 7503.35 | 992.47 | 晨会主题 【常规内容】 宏观与策略 策略专题:入市增量资金有望超两万亿——2026 年牛市展望系列 1 策略月报:大类资产月度策略（2026.1）- 股汇共鸣迎暖春，债市避锋待 转机 行业与公司 农业行业周报:农产品研究跟踪系列报告（189）-牛肉进口保障措施政策 落地，看好牧业大周期反转 汽车行业专题:低空经 ...

经与会董事认真审议，本次会议以记名投票表决方式通过了以下决议： 一、审议通过了《关于变更独立董事及调整专门委员会委员的议案》 公司独立董事骆广生先生于2025年12月申请辞去公司第九届董事会独立董事职务，同时一并辞去董事会 相关专门委员会职务（具体内容详见公司于2025年12月9日发布的《关于独立董事辞职的公告》）。 江苏长青农化股份有限公司（以下简称"公司"）第九届董事会第六次会议于2026年1月4日在公司会议室 以现场结合通讯的方式召开，会议通知于2025年12月24日以通讯方式发送至公司全体董事和高级管理人 员。会议由董事长于国权先生召集并主持，会议应到董事8名，现场参会董事5名，独立董事骆广生先 生、杨光亮先生、石柱先生以通讯方式参会，公司部分高级管理人员列席了会议。本次会议的召集、召 开程序及出席会议的董事人数符合《公司法》和《公司章程》的规定。 江苏长青农化股份有限公司 第九届董事会第六次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码：002391 股票简称：长青股份 公告编 ...

Group 1 - The core viewpoint of the article highlights the transformation of the business environment in Liaoning, with a focus on government support and service-oriented approaches to enhance investment and operational efficiency for companies [1][2][12] - Liaoning's high-tech manufacturing investment increased by 14.1% year-on-year, with a 3.3% growth in high-tech manufacturing added value and a 66.9% rise in profits for private industrial enterprises [1] - The government has shifted from a regulatory role to a service-oriented approach, emphasizing "no disturbance unless necessary" and "responsive to needs," which has improved the relationship between government and enterprises [2][11] Group 2 - Companies like Shenyang Sanyo Elevator Co., Ltd. have reported a 25% year-on-year increase in output value, attributing this success to government support in securing projects and expanding market channels [3] - Liaoning has implemented various initiatives to streamline administrative processes, such as on-site issuance of business licenses and the introduction of online services that allow for "zero running" for 899 items [4][7][10] - The establishment of a multi-level government-enterprise interaction system in cities like Yingkou has provided tailored support for local businesses, enhancing their growth prospects [2][11] Group 3 - The introduction of the first public bonded tank in Northeast China has allowed companies to directly source core raw materials, saving significant costs [2] - The government has committed to a comprehensive action plan for optimizing the business environment, with 24 key tasks aimed at improving service efficiency for enterprises and the public [12][14] - Liaoning's leadership has engaged directly with businesses to gather feedback and improve the operational landscape, reinforcing the commitment to creating a favorable business climate [11][12]

Core Viewpoint - The chemical industry in China is expected to end its downward cycle in 2026, presenting structural investment opportunities due to the recovery of downstream demand, the acceleration of domestic substitution, and the ongoing implementation of anti-involution policies [1][2]. Group 1: Traditional Chemical Sector Recovery - The core opportunity in the traditional chemical sector for 2026 arises from improved supply-demand dynamics driven by anti-involution policies, leading to a rational price recovery [2][18]. - The domestic production capacity of organic silicon has peaked, with major companies leading production cuts to stabilize prices, resulting in inventory levels dropping to a three-year low [2][4]. - PTA production capacity expansion is nearing completion, with a significant reduction in inventory levels, indicating a potential recovery in the polyester chain's profitability [4]. Group 2: Agricultural Chemicals and Price Recovery - The agricultural chemical sector is poised for growth as safety incidents have disrupted global pesticide supply chains, leading to a supply contraction that catalyzes price recovery [4][8]. - The price index for raw agricultural chemicals has shown signs of bottoming out, indicating a potential rebound in prices [4]. Group 3: Acceleration of Domestic Substitution in New Materials - The domestic substitution of chemical new materials is gaining momentum, driven by government support and technological advancements, becoming a key growth engine for the industry [9][10]. - The market for lubricating oil additives has seen a decrease in imports and an increase in exports, indicating a shift towards becoming a net exporter and enhancing domestic brands' market presence [10]. - The electronic chemicals sector is benefiting from the growth of AI and semiconductor industries, with domestic manufacturers achieving technological breakthroughs and entering major supply chains [14][17]. Group 4: Demand Recovery and Policy Support - Gradual recovery in downstream demand, particularly in the real estate and automotive sectors, is expected to support the chemical industry's growth [18][19]. - Government policies aimed at stabilizing growth and stimulating consumption are expected to bolster demand for chemical products, enhancing the industry's resilience [19]. - The implementation of anti-involution policies and regulations is expected to improve market competition and guide industry profitability back to reasonable levels [19]. Group 5: Investment Recommendations - Investment in the chemical industry should focus on three core areas: capitalizing on cyclical recovery opportunities in sectors like organic silicon and PTA, investing in high-growth areas such as bio-based materials and electronic chemicals, and targeting leading chemical companies with cost and scale advantages [20]. - The industry is at a critical juncture of cyclical reversal and structural upgrade, with both cyclical and growth opportunities present [20].

Core Viewpoint - The chemical industry is expected to end its downward cycle in 2026, presenting structural investment opportunities driven by anti-involution policies, accelerated domestic substitution, and gradually recovering downstream demand [4][19]. Group 1: Traditional Chemical Industry Opportunities - The core opportunity in the traditional chemical sector arises from improved supply-demand dynamics due to anti-involution policies, leading to a rational price recovery after years of capacity expansion [5][19]. - The domestic production capacity of organic silicon has peaked, with leading companies reducing output to stabilize prices, resulting in inventory levels dropping to a three-year low and prices showing signs of recovery [5][10]. - PTA production capacity expansion is nearing completion, with a significant reduction in inventory levels, indicating a potential recovery in the polyester chain's profitability [7][19]. Group 2: New Materials and Domestic Substitution - The domestic substitution of new chemical materials is accelerating, driven by government support and technological breakthroughs, becoming a core growth engine for the industry [11][12]. - The market for bio-based materials is expanding, supported by policies promoting green and low-carbon transitions, with domestic companies advancing in technology and production [12]. - The lubricating oil additive sector has seen a decrease in imports to 203,000 tons in 2023, while exports rose to 208,000 tons, indicating a shift towards becoming a net exporter [12]. Group 3: Downstream Demand Recovery - Gradual recovery in downstream demand is providing solid support for the chemical industry, with the real estate market expected to rebound, boosting demand for construction materials and coatings [19]. - The automotive sector is experiencing stable growth, with a 10.99% year-on-year increase in production in October 2025, further driving the demand for chemical materials [19]. - Policies aimed at stabilizing growth, including those targeting real estate and consumer spending, are expected to enhance downstream demand, while stricter energy and carbon emission regulations are leading to increased industry concentration [19][20]. Group 4: Investment Recommendations - Investment in the chemical industry in 2026 should focus on three core areas: capturing cyclical recovery opportunities from anti-involution, investing in high-growth sectors like bio-based materials and electronic chemicals, and identifying leading companies with cost and scale advantages [21][22]. - The industry is at a critical juncture of cyclical reversal and structural upgrade, with both cyclical and growth opportunities present [22].

Group 1 - The core viewpoint of the article highlights that the basic chemical sector is expected to show significant growth, with a year-to-date increase of +41.4% as of December 26, 2025, ranking it fifth among all industries [3] - The basic chemical industry experienced a cyclical pattern in 2025, characterized by weak performance in the first half, a rebound driven by improved expectations in the middle, and active structural trends in the latter part of the year [3] - The performance of the basic chemical sector varied significantly across sub-industries, with lithium battery materials and phosphate chemicals benefiting from better-than-expected production and supply-demand improvements, leading to substantial price increases [3] Group 2 - The macroeconomic environment is gradually recovering, establishing a bottoming trend for the chemical industry, with downstream companies in a replenishment phase, which is expected to improve profitability [4] - The agricultural chemicals sector performed relatively well, with high prices for phosphate and potash fertilizers, while the pesticide industry is entering an initial recovery phase [4] - The lithium battery materials sector is seeing a significant recovery in profitability due to strong terminal demand and orderly expansion by leading companies [4] Group 3 - Emerging application areas such as AI, OLED, and robotics are becoming new growth engines for the basic chemical industry, driving strong demand for new materials [5] - The semiconductor industry is expanding due to increased AI computing power and data center construction, which in turn boosts demand for key materials like photoresists and electronic chemicals [5] - The rapid development of the humanoid robot industry is creating new demand for high-performance materials, with specific materials like PEEK and MXD6 showing high application potential due to their lightweight and high-strength characteristics [5]

本报记者 蒙婷婷 初冬的清晨，暖阳穿透薄雾洒向大地。在四川国光农化股份有限公司（以下简称"国光股份"）简阳生产基地内，自动化生 产线有序运转，实验室里科研人员正专注记录肥料产品检测数据；国光股份龙泉总部农作物调控技术馆内，上百种"作物调控 技术应用方案"的图文画册，直观展现"产品+技术+服务"的融合成果…… 今年，恰逢国光股份上市十周年。近日，《证券日报》记者实地走访这家深耕农化行业四十余年的上市公司，通过探访其 生产车间、研发中心，并与公司高管深度对话，解码国光股份聚焦主责主业、实现业绩持续增长的核心逻辑。 多品牌战略覆盖多元需求 1984年，彼时还是简阳师范学校教师的国光股份创始人颜昌绪，利用课余时间研发出红薯冬季保鲜剂，并创办了国光保鲜 剂厂（国光股份前身），靠热销的保鲜剂完成原始积累。 一次偶然契机下，颜昌绪从报纸上获悉植物生长调节剂是农业未来五大新技术之一，随即锚定这一赛道作为企业核心发展 方向。 1987年，国光股份成功投产首款调节剂产品2，4D，此后又相继推出防落素、萘乙酸等产品，植物生长调节剂产品矩阵持 续拓展。2015年，国光股份于深圳证券交易所挂牌上市，借力资本市场夯实"专注植物生长调节剂 ...

12月21日—22日，第四届现代农业发展论坛在湖北宜昌召开。论坛期间，中国化工报社农化产业智库正式揭牌成 立，中国石油和化学工业联合会党委书记、会长李云鹏；中国石油和化学工业联合会监事长，《中国化工报》社 有限公司原党委书记、董事长崔学军共同为智库揭牌。 据悉，《中国化工报》社在智库建设领域早有布局：2014年4月，与北京化工大学携手成立中国化工产业发展研究 院；2019年1月，专门设立中国化工报社产业发展中心，组建专业团队深耕高端智库建设，聚焦全局性、区域性、 专业性、紧迫性行业问题开展专项调研。此次成立的农化产业智库，以推动农化产业高质量发展为核心，以建设 农业强国为使命，以链接政产学研媒全链条资源为路径，致力于打造兼具前瞻性、建设性与开放性的农化产业智 慧策源地，推动农业科技创新与产业创新深度融合，助力培育世界级农化领军企业，成为驱动新质生产力转化的 核心枢纽。 未来，农化产业智库将坚守平台运作、问题导向、价值共创三大原则，构建全方位服务体系：面向政府提供产业 政策研究、专题内参、规划建议等资政服务，争做值得信赖的智慧参谋；面向企业提供发展战略分析、技术路径 研究、市场调查、转型方案等咨询服务，争做可靠 ...