云南云天化股份有限公司 2025 年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法律责任。 根据《上海证券交易所上市公司自律监管指引第 3 号——行业信 息披露》相关规定，将公司 2025 年年度主要经营数据披露如下： 证券代码：600096 证券简称：云天化 公告编号：临 2025-012 （一）主要产品价格波动情况（不含税销售均价） 单位：元/吨 | 主要产品 | 本期价格 | 上年同期价格 | | --- | --- | --- | | 磷肥 | 3,437 | 3,388 | | 复合（混）肥 | 3,206 | 3,070 | | 尿素 | 1,754 | 2,043 | | 聚甲醛 | 9,710 | 11,566 | | 黄磷 | 20,394 | 20,435 | | 饲料级磷酸氢钙 | 4,321 | 3,455 | | 磷酸铁 | 8,877 | 7,061 | （二）主要原材料波动情况（不含税采购均价） 单位：元/吨 元/立方米 | 主要原材料 | 本期价格 | 上年同期价格 | | --- ...

Market Overview - The three major A-share indices collectively declined, with the Shanghai Composite Index falling by 2.48% to 4015 points, the Shenzhen Component Index down by 2.69%, and the ChiNext Index decreasing by 2.46% [1] - The total market turnover was 2.61 trillion yuan, a decrease of 255.8 billion yuan compared to the previous trading day, with over 4600 stocks declining and more than 100 stocks hitting the daily limit down [1] Sector Performance - International precious metals continued to plummet, leading to a wave of limit-downs in the precious and non-ferrous metals sectors, with companies like Hunan Gold and Xicheng Technology among over twenty stocks hitting the limit down [1] - The fertilizer and phosphate chemical sectors also saw declines, with Dongfang Iron Tower hitting the limit down [1] - The coal sector experienced a downturn, with Dayou Energy hitting the limit down [1] - The semiconductor sector faced significant losses, with Zhongwei Semiconductor and over ten other stocks dropping more than 10% [1] - Other sectors with notable declines included storage chips, steel, combustible ice, and chemical raw materials [1] - Conversely, the electric grid equipment and ultra-high voltage sectors rose against the trend, with stocks like Tongguang Cable and Baiyun Electric hitting the limit up [1] - The liquor industry showed strength, with Jinhui Liquor hitting the limit up [1] Index Performance - The Shanghai Composite Index closed at 4015.75, down 102.20 points or 2.48% [2] - The Shenzhen Component Index closed at 13824.35, down 381.54 points or 2.69% [2] - The ChiNext Index closed at 3264.11, down 82.24 points or 2.46% [2] - The STAR Market 50 Index fell by 3.88% to 1450.90 [2] - The CSI 300 Index decreased by 2.13% to 4605.98, while the CSI 500 Index fell by 3.98% to 8037.05 [2] Top Gainers - The top gainers included sectors such as liquor and tea, with liquor up by 1.83% and soft drinks by 0.18% [3] - The banking sector also showed a slight increase of 0.129% over five days [3] - Other sectors like highways and electric grid equipment had minimal changes, with highways up by 0.03% and electric grid down by 0.22% [3]

Group 1: Nitrogen Industry Chain - The company has established a "salt-alkali-fertilizer" industry chain, focusing on synthetic ammonia, ammonium chloride, and ammonium nitrate, enhancing its product offerings in compound fertilizers and other end products [2][3] - The 700,000-ton synthetic ammonia project at the Yingcheng base aims to improve self-sufficiency in nitrogen fertilizer raw materials, strengthening upstream raw material security [3][5] Group 2: Phosphorus Utilization Chain - The company has developed a phosphorus utilization chain from wet-process phosphoric acid to refined phosphoric acid, water-soluble monoammonium phosphate, industrial-grade monoammonium phosphate, iron phosphate, and compound fertilizers, optimizing product structure and increasing resource utilization [4] - The company is enhancing its phosphorus resource self-sufficiency through ongoing projects, which will lower production costs and improve operational resilience [6] Group 3: Compound Fertilizer Business Strategies - The company is implementing a "Five Forces Marketing" strategy to expand its compound fertilizer market share, focusing on product formulation improvements and technical upgrades [4] - The launch of the "Yuntu" brand, along with enhanced service support for primary distributors and expanded coverage for secondary distributors, aims to strengthen channel competitiveness and brand recognition [4] Group 4: Production Technology and Project Progress - The synthetic ammonia project utilizes advanced water-coal slurry gasification technology, which offers advantages in carbon conversion rate, overall energy efficiency, and environmental protection [5] - The company is progressing with the construction of the Aju Luogua phosphorus mine and the Niuniuzhai East section mine, which are crucial for the supply of raw materials for its phosphorus and new energy materials businesses [6]

Group 1 - The company received a notification from its controlling shareholder, Ms. Gao Ying, regarding the extension of share pledges [1] - As of the date of the announcement, the controlling shareholder and its concerted parties have pledged a certain number of shares, with details provided in the announcement [1] - The pledged shares do not involve any performance compensation obligations and will not lead to a change in the actual control of the company [2] Group 2 - The company assures that the share pledge actions will not adversely affect its production, operation, or corporate governance [2] - The company will continue to monitor the pledge situation and related risks, ensuring timely disclosure of relevant information as required [2] - Backup documents include details from the China Securities Depository and Clearing Corporation and other documents required by the Shenzhen Stock Exchange [2]

Group 1 - The core viewpoint of the article highlights the financial performance and market positioning of companies in the clean energy and agricultural sectors, focusing on their revenue trends and product offerings [4][5][6][7] Group 2 - Company A, known for its wind power fiber products, has a revenue composition where wind power fiber fabric accounts for 74.53% and wind power pultruded profiles for 16.54%, indicating a strong focus on clean energy materials [4] - Company A's revenue for the past three years shows a decline, with 44.39 billion yuan in 2024 (-13.37%), 51.24 billion yuan in 2023 (-2.72%), and 52.67 billion yuan in 2022 [5] - Company B specializes in new fertilizers, with 84.59% of its revenue coming from this segment, and has maintained a strong market position, ranking second in industry volume from 2020 to 2022 [6][7] - Company B's revenue for the last three years is reported as 23.63 billion yuan in 2024 (-11.16%), 26.37 billion yuan in 2023 (-1.42%), and 26.76 billion yuan in 2022 [7]

Core Viewpoint - The official list of recognized headquarters enterprises in Sichuan Province for 2025 has been released, with a total of 31 enterprises selected, including two private companies from Mianyang [1]. Group 1: Recognition of Enterprises - Mianyang has had a total of 8 enterprises recognized since the first evaluation in 2024, with 5 of them being private enterprises [1]. - The recognition process is conducted by multiple provincial departments, aiming to select enterprises that are registered in Sichuan, fulfill tax obligations, and have a significant operational scale and industry influence [4]. Group 2: Classification of Headquarters Enterprises - Sichuan classifies headquarters enterprises into three categories: comprehensive headquarters, functional headquarters, and growth headquarters [5]. - In this round of recognition, 20 enterprises were identified as comprehensive headquarters, 5 as functional headquarters, and 6 as growth headquarters, with both recognized enterprises from Mianyang classified as comprehensive headquarters [6]. Group 3: Company Profiles - Sichuan Tiejili Industrial Co., Ltd. is a key national leading enterprise in agricultural industrialization, established in 1992, focusing on feed, animal husbandry, food, and biotechnology [7]. - Tiejili is actively involved in the "14th Five-Year Plan" R&D projects and has made progress in areas such as the reduction of feed corn and soybean meal, promoting high-end and green upgrades in agriculture through digital transformation [7]. - Taiwo Technology Group Co., Ltd. is a technology group that integrates the entire agricultural industry chain, covering new fertilizers, modern seed industry, plant protection, grain and oil processing, and resource utilization of agricultural waste [10]. - Taiwo has established multiple provincial and municipal R&D platforms, holds 65 patents, and has developed over 300 new fertilizer products [10]. - The company has been recognized as one of the "Top 100 Enterprises in Sichuan" and "Top 100 Manufacturing Enterprises in Sichuan," with its technology center recognized as a national enterprise technology center [11]. - Taiwo has successfully explored development models involving leading enterprises, village collective economic organizations, cooperatives, and farmers, with over 7,000 service points established across more than 10 provinces and regions in China [12].

Group 1 - Yunnan Yuntianhua Co., Ltd. experienced a stock price increase of 5.15%, reaching 35.55 CNY per share, with a trading volume of 1.982 billion CNY and a turnover rate of 3.12%, resulting in a total market capitalization of 64.807 billion CNY [1] - The company, established on July 2, 1997, and listed on July 9, 1997, is located in Kunming, Yunnan Province, and its main business includes fertilizers, phosphate mining, and organic chemicals [1] - The revenue composition of the company includes: phosphate fertilizer (27.99%), commercial grain (19.87%), compound (mixed) fertilizer (12.51%), urea (10.28%), trading fertilizers (10.03%), and other segments [1] Group 2 - The fund "Zhongtai Tianze Steady 6-Month Holding Mixed (FOF) A" (017589) holds 100,000 shares of Yuntianhua, representing 1.13% of the fund's net value, making it the largest holding [2] - The fund was established on March 21, 2023, with a current scale of 149 million CNY, and has achieved a year-to-date return of 16.25%, ranking 479 out of 1034 in its category [2] - The fund manager, Tang Jun, has a tenure of 2 years and 293 days, with the fund's total asset size at 236 million CNY, achieving a best return of 20.07% and a worst return of 18.74% during his tenure [3]

Group 1 - The company received a notification from its controlling shareholder, Mr. Gao Jinhua, regarding the pledge of part of his shares [1] - As of the date of the announcement, the controlling shareholder and his concerted actors have pledged a certain number of shares, with specific details provided in the announcement [1] - The pledged shares do not involve any performance compensation obligations [2] Group 2 - The pledge of shares will not lead to a change in the actual control of the company and does not pose a risk of forced liquidation [2] - The company will continue to monitor the pledge situation and related risks, ensuring timely disclosure of relevant information as required [2] - Backup documents include details from the China Securities Depository and Clearing Corporation and other documents required by the Shenzhen Stock Exchange [2]

Group 1 - The company, Batian Co., Ltd. (002170.SZ), clarified on the investor interaction platform that it does not manufacture sensors [1] - The company stated that its products are used in conjunction with related equipment in smart agriculture and mining monitoring scenarios [1]

Core Viewpoint - The Enshi Prefecture Market Supervision Administration will conduct a special quality supervision and inspection of products starting from May 2025, focusing on various products including finished oil, cables, fertilizers, and electric blankets, with 60 batches tested, of which 58 passed and 2 failed [2]. Group 1: Inspection Results - A total of 60 batches of products were inspected, with 58 passing and 2 failing the quality standards [2]. - The inspection covered products such as finished oil, cables, fertilizers, and electric blankets [2]. Group 2: Regulatory Actions - The Enshi Prefecture Market Supervision Administration will initiate follow-up investigations and handling procedures for the non-compliant products in accordance with the Product Quality Law of the People's Republic of China and relevant regulations [2].