汇添富稳健鑫添益六个月持有混合A（010870）成立日期2021年3月25日，最新规模8101.4万。今年以来 收益5.15%，同类排名6604/8136；近一年收益6.98%，同类排名6094/8056；成立以来收益15.55%。 11月21日，新安股份跌5.03%，截至发稿，报11.14元/股，成交3.06亿元，换手率2.00%，总市值150.35 亿元。 资料显示，浙江新安化工集团股份有限公司位于浙江省建德市新安江街道江滨中路1号新安大厦，成立 日期1993年5月12日，上市日期2001年9月6日，公司主营业务涉及农药化工、硅基新材料。主营业务收 入构成为：农化自产产品40.89%，硅基材料基础产品15.27%，硅基终端及特种硅烷产品13.96%，化工 新材料10.37%，其他8.67%，农化贸易产品7.95%，其他(补充)2.90%。 从基金十大重仓股角度 数据显示，汇添富基金旗下1只基金重仓新安股份。汇添富稳健鑫添益六个月持有混合A（010870）三 季度持有股数3.5万股，占基金净值比例为0.45%，位居第七大重仓股。根据测算，今日浮亏损失约2.06 万元。 林渌累计任职时间6年156天，现任基金 ...

11月17日，江山股份涨5.97%，截至发稿，报24.67元/股，成交1093.98万元，换手率0.10%，总市值 106.24亿元。 资料显示，南通江山农药化工股份有限公司位于江苏省南通市经济技术开发区江山路998号，成立日期 1990年10月18日，上市日期2001年1月10日，公司主营业务涉及主要从事以除草剂、杀虫剂为主的农药 产品,以特种化学品、化工中间体、氯碱、新材料为主的化工产品,以及热电联产蒸汽等产品的研发、生 产和销售。主营业务收入构成为：农药产品61.85%，化工产品14.05%，新材料产品13.95%，热电产品 9.40%，其他0.74%，贸易0.01%。 从基金十大重仓股角度 数据显示，泰信基金旗下1只基金重仓江山股份。泰信智选量化选股混合发起式A（013033）三季度持 有股数8900股，占基金净值比例为1.74%，位居第十大重仓股。根据测算，今日浮盈赚取约1.24万元。 泰信智选量化选股混合发起式A（013033）基金经理为张海涛。 截至发稿，张海涛累计任职时间313天，现任基金资产总规模14.74亿元，任职期间最佳基金回报 27.61%， 任职期间最差基金回报0.54%。 风险提示 ...

Core Points - On November 12, Taihe Co., Ltd. experienced a decline of 1.65% in stock price, with a trading volume of 91.42 million yuan [1] - The financing data for Taihe on the same day showed a financing purchase amount of 8.13 million yuan and a financing repayment of 8.92 million yuan, resulting in a net financing outflow of 0.79 million yuan [1] - As of November 12, the total margin balance for Taihe was 85.12 million yuan, accounting for 7.20% of its market capitalization [1] Financing and Margin Data - The financing purchase on November 12 was 8.13 million yuan, while the current financing balance stands at 85.12 million yuan [1] - No shares were sold or repaid in the securities lending segment on November 12, with a total of 0 shares and 0 yuan in margin balance [1] Company Overview - Taihe Co., Ltd. is located in Changning District, Shanghai, and was established on April 29, 2004, with its listing date set for April 11, 2025 [1] - The company specializes in the research, production, and sales of pesticide products and functional chemicals, with revenue composition as follows: herbicides 43.14%, fungicides 37.30%, functional chemicals 9.98%, and others 9.57% [1] Financial Performance - For the period from January to September 2025, Taihe reported a revenue of 3.89 billion yuan and a net profit attributable to shareholders of 367 million yuan, reflecting a year-on-year growth of 120.56% [1] Shareholder Information - As of November 10, the number of shareholders for Taihe was 12,800, an increase of 3.62% from the previous period, with an average of 2,989 circulating shares per person, a decrease of 3.49% [1] - Since its A-share listing, Taihe has distributed a total of 270 million yuan in dividends [2] - As of September 30, 2025, Hong Kong Central Clearing Limited was the sixth largest circulating shareholder, holding 230,200 shares, a decrease of 171,700 shares from the previous period [2]

Core Insights - Jiangshan Chemical achieved a revenue of 4.516 billion yuan in the first nine months of 2025, representing a year-on-year growth of 5.20% [1] - The net profit attributable to shareholders reached 425 million yuan, showing a significant increase of 147.91% year-on-year [1] - The company reported a net profit of 335 million yuan after deducting non-recurring gains and losses, which is a year-on-year growth of 103.62% [1] Financial Performance - For the first nine months, the production volumes of herbicides, insecticides, and caustic soda were 69,200 tons, 18,100 tons, and 700,300 tons respectively [1] - Sales revenues for these products were 2.034 billion yuan, 554 million yuan, and 421 million yuan respectively [1] - In Q3 alone, Jiangshan Chemical generated a revenue of 1.157 billion yuan, marking a year-on-year increase of 2.75% [1] - The net profit for Q3 attributable to shareholders was 86.725 million yuan, reflecting a dramatic year-on-year growth of 11,890.01% [1] Strategic Initiatives - The company is focusing on precise marketing strategies and innovative sales models to drive revenue growth [2] - Jiangshan Chemical is actively pursuing cost reduction and efficiency improvements through optimized procurement management [2] - The company emphasizes technological innovation, enhancing resource conversion efficiency through process optimization and recycling [2] - Jiangshan Chemical aims to build a green, efficient, and sustainable competitive advantage while deepening its core business layout [2]

Core Viewpoint - The company, Jiangsu Yangnong Chemical Co., Ltd., will hold an investor briefing on November 12, 2025, to discuss its Q3 2025 performance and financial status, allowing for interactive communication with investors [2][3][4]. Group 1: Meeting Details - The investor briefing is scheduled for November 12, 2025, from 13:45 to 14:45 [4]. - The meeting will take place at the Shanghai Stock Exchange Roadshow Center and will be conducted via video live stream and online interaction [4]. - Investors can submit questions from November 5 to November 11, 2025, through the Roadshow Center website or via the company's email [2][4]. Group 2: Participants - Key participants in the meeting will include Chairman Su Fu, General Manager Wu Xiaojü, Board Secretary and CFO Li Changqing, and Independent Director Li Chen [4]. Group 3: Contact Information - For inquiries, investors can contact Li Changqing or Ren Jie via phone at 0514-85860486 or email at stockcom@yangnongchem.com [6].

Core Viewpoint - The company, Xingfa Group, is experiencing steady growth in revenue and net profit due to the optimization of the glyphosate supply-demand structure and the continuous improvement in the utilization rate of new energy production capacity [1] Group 1: Glyphosate Market - Glyphosate raw material prices are expected to remain stable or increase, supported by a tight supply situation and downstream replenishment demand [1] - Glyphosate prices have been at low levels since 2024, reaching a phase low in March 2025 before starting a recovery trend [1] - The company anticipates that the overall supply side of the industry will remain tight in the fourth quarter, enhancing cost support due to the seasonal reduction in raw material supply [1] Group 2: Specialty Chemicals Segment - The specialty chemicals segment accounted for approximately 17% of the company's total revenue in the first three quarters, with a gross margin exceeding 25% [2] - The company is in the product ramp-up phase for several products, including 5,000 tons/year of phosphonates and 3,000 tons/year of ethanethiol, with additional production capacity expected to come online soon [2] - The sales volume of organic silicon ring bodies increased by about 30% year-on-year, with expectations for gradual price recovery in the coming years due to no new production capacity in the industry [2] Group 3: Research and Development - The company is accelerating its layout in solid-state electrolytes and liquid cooling silicone oil, with ongoing development of key process parameters for solid-state electrolytes [2][3] - The company has a production capacity of approximately 170,000 tons/year of yellow phosphorus and is building an additional 10,000 tons/year of high-end pentasulfide capacity [3] - The company is actively developing the market for liquid cooling silicone oil, with a total capacity of 56,000 tons/year and ongoing product performance optimization based on customer requirements [3]

证券代码：603086 证券简称：先达股份 公告编号：2025-042 山东先达农化股份有限公司 2025 年前三季度主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 根据上海证券交易所《上市公司行业信息披露指引第十八号—化工》等相关 规定，山东先达农化股份有限公司（以下简称"公司"）现将 2025 年前三季度 主要经营数据披露如下（均不含税）： | 产品 | 主要产品 | 2025 年 | 1-9 | 月产 | 2025 年 | 1-9 | 月销 | 2025 年 | 1-9 | 月销 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 类别 | | | 量（吨） | | | 量（吨） | | 售金额（万元） | | | | 除草剂 | 烯草酮系列 | | 7,955.83 | | | 8,068.49 | | 84,738.90 | | | | | 咪草烟系列 | | 1,289.78 | | | 1,367. ...

Group 1 - The company, Jiangsu Lanfeng Biological Chemical Co., Ltd., has completed the registration change and received a new business license following a reduction in registered capital and amendments to its articles of association [2][3]. - The registered capital after the change is 355.563978 million yuan [2]. - The company operates in various sectors including the production and sale of pesticides, chemical products, and renewable energy technologies [2]. Group 2 - The company held its seventh board meeting and the first extraordinary shareholders' meeting in 2025 to approve the capital reduction and related amendments [2]. - The new business license includes updated information such as the unified social credit code and the legal representative [2]. - The company is involved in the import of raw materials and machinery necessary for its production and research activities [2].

Core Viewpoint - The company, Jiangshan Chemical, emphasizes the accuracy and completeness of its financial disclosures and plans to hold an investor meeting to discuss its third-quarter performance and financial indicators [8][9][16]. Financial Data Summary - The third-quarter financial report has not been audited, and the company assures the authenticity of the financial information presented [3][7]. - The report includes significant non-recurring gains from the sale of part of Jiangtian Chemical's shares [4]. Shareholder Information - The company confirms that there are no changes in the major shareholders or their shareholding status compared to the previous period [5]. Investor Meeting Details - An investor meeting is scheduled for November 5, 2025, from 14:00 to 15:00, to discuss the third-quarter results and address investor questions [11][12]. - Investors can submit questions from October 29 to November 4, 2025, through the Shanghai Stock Exchange Roadshow Center or via company email [9][13]. Operational Data - The company plans to disclose key operational data for the third quarter, including production volumes, sales, and revenue [16]. - The report will also cover price changes for major products and raw materials, although these data are not audited [17].

Group 1 - The company reported a revenue of 9.156 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 14.23% [1] - The net profit attributable to shareholders reached 1.055 billion yuan, with a year-on-year increase of 2.88% [1] - The net profit excluding non-recurring items was 1.044 billion yuan, showing a year-on-year growth of 5.76% [1] - The basic earnings per share stood at 2.615 yuan [1]