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云图控股(002539):单质肥价格偏强运行 看好公司全年业绩释放
Xin Lang Cai Jing· 2025-07-03 07:09
单质肥价格偏强运行。根据公开数据显示,二季度氮磷钾等单质肥价格环比偏强运行,其中山东地区小 颗粒尿素主流市场价1855 元/吨,较Q1 均价环比+7.0%;磷酸二铵主流市场价4066 元/吨,环比+5.0%; 湖北地区磷酸一铵主流市场价3364 元/吨,环比+6.4%;氯化钾市场均价2994 元/吨,环比+3.7%。二季 度单质肥价格小幅上行,有利于复合肥企业旺季顺价,看好公司全年业绩释放。 盈利预测与估值:综合考虑公司阿居洛呷磷矿和应城基地投产节奏,以及行业发展趋势,我们预测公司 25-27 年实现营业收入225.1、249.9、280.6 亿元,同比分别+10.5%、+11.0%、+12.3%,实现归母净利润 10.0、12.9、16.3 亿元,同比分别+24.9%、+27.9%、+26.9%,按照7 月2 日收盘价计算,对应PE 分别为 12、9、7 倍,首次覆盖,给予"推荐"评级。 风险提示:项目建设进度不及预期;单质肥价格大幅波动;产品价格大幅波动等 磷矿资源丰富,阿居洛呷磷矿建设有序推进。公司全资子公司雷波凯瑞公司拥有四川省雷波县牛牛寨北 磷矿区东段采矿权、西段探矿权和雷波县阿居洛呷磷矿采矿权,磷 ...
南昌市红谷滩区市场监督管理局2025年食品抽检信息通告(2025年第4号)
Zhong Guo Zhi Liang Xin Wen Wang· 2025-07-03 03:04
Summary of Food Safety Inspection Results in Nanchang - The Nanchang Honggutan District Market Supervision Administration has released recent food safety inspection results, highlighting both non-compliant and compliant food items [2][3][4]. Non-Compliant Food Items - Several food samples were found to contain pesticide residues exceeding the legal limits, such as: - A sample from Jiangxi Provincial Maternal and Child Health Hospital showed a pesticide residue of 0.052 mg/kg for thiamethoxam, exceeding the standard limit of 0.04 mg/kg [2]. - Multiple samples of frog meat from various restaurants contained enrofloxacin residues ranging from 225 µg/kg to 575 µg/kg, while the legal limit is 100 µg/kg [2]. - A sample from a restaurant in Wanda Plaza showed a residue of 1.84 µg/kg for furazolidone metabolites, which is not permitted [2]. Compliant Food Items - The inspection also identified compliant food items, including: - Potatoes from Jiangxi Children's Hospital Nutrition Canteen, tested on April 23, 2025, were found to be compliant [3]. - Various vegetables such as broccoli and lettuce from local schools and restaurants were also reported as compliant [4][5]. Inspection Process - The inspections were conducted under the framework of the Food Safety Law of the People's Republic of China, ensuring that food products meet safety standards [2]. - The results are part of ongoing efforts to monitor food safety in the region, with a focus on both public health and compliance with food safety regulations [2][3].
上海市杨浦区市场监督管理局2025年6月监督抽检情况通报
Zhong Guo Zhi Liang Xin Wen Wang· 2025-07-01 08:24
转自:上海市杨浦区人民政府网站 合格产品信息 | 抽样编号 | 序 | 标称生产企业名 | 标称生产企业地址 | 被抽样单位名称 | 被抽 样单 位所 | 食品名 | 规格 | 生产日 | 分 | 任务来源/项目名 | 备 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 号 | | 称 | | | 在省 | 称 | 型号 | 期/批号 | 类 | 称 | 注 | | | | | | | 份 | | | | | | | | | | | | | | | | | 餐 | | 校 | | DBJ25310110272936113ZX 1 | | / | / | 上海市杨浦区嫩江路 | 上海 | 小碗 | / | 2025-06- | 饮 | 上海市杨浦区市 | 园 | | | | | | 幼儿园 | | | | 16 | 食 | 场监督管理局 | 专 | | | | | | | | | | | 品 | | 项 | | | | | | | | | | | 餐 | | 校 | | | | | | 上海市杨浦区延吉幼 ...
西安市市场监督管理局曲江新区分局关于30批次食品监督抽检情况的通告(2025年第5期)
Zhong Guo Zhi Liang Xin Wen Wang· 2025-06-30 09:51
近期,西安市市场监督管理局曲江新区分局组织抽检饼干、炒货食品及坚果制品、调味品、蜂产品、酒类、粮食加工品、乳制品、食用农产品、食用油、油 脂及其制品、薯类和膨化食品、水产制品、水果制品、饮料等13类食品共30批次样品,根据食品安全国家标准检验和判定,其中抽样检验项目合格样品30批 次,不合格0批次。 总体情况:饼干1批次,炒货食品及坚果制品2批次,调味品1批次,蜂产品2批次,酒类2批次,粮食加工品3批次,乳制品3批次,食用农产品6批次,食用 油、油脂及其制品1批次,薯类和膨化食品2批次,水产制品1批次,水果制品1批次,饮料5批次,其中0批次不合格。 特此通告。 西安市市场监督管理局曲江新区分局 | 索引号 | 2025-002241 | 发布日期 | 2025-06-18 17:04 | 田来 源 | | --- | --- | --- | --- | --- | | 内容概述 | 西安市市场监督管理局曲江新区分局近期抽检饼干等13类食品共30批次样品,经检验判定,合格30批次,不合格0批次,通告公布了各类食品抽 | | | | | | 督抽检合格产品信息公示附件。 | | | | 西安市市场监督管理局曲江新 ...
四川省达州市市场监督管理局关于2025年食品安全监督抽检情况通告(2025年第12号)
Zhong Guo Zhi Liang Xin Wen Wang· 2025-06-06 06:15
特此通告。 达州市市场监督管理局 2025年6月3日 达州市市场监督管理局关于2025年食品安全监督抽检情况通告(2025年第12号) 根据《达州市市场监督管理局关于印发2025年全市市场监管系统食品安全监督抽检计划的通知》(达市监发〔2025〕5号)文件要求,达州市市场监管局于 2025年5月组织开展了达州市省级食品安全常规监督抽检暨校园食堂内普通食品抽检。 本次专项集中抽检了通川区、达川区、开江县、宣汉县、渠县等县(市、区)的中小学校园食堂,样品选取以食用农产品、粮食加工品、食用油、油脂及其 制品等大宗消费食品为主,同时抽检少部分薯类和膨化食品、乳制品、饮料、糕点等热销食品,共计98批次,尚未发现不合格食品。 | | | 2025年达州市省级食品(校园普通食品)抽检合格信息统计表(2025年第12号) | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | (声明:以下信息仅指本次抽检标称的生产企业相关产品的生产日期/批号和所检项目) | | | | | | | | | 序 | 标识生产企业 | ...
北元集团: 华泰联合证券有限责任公司关于陕西北元化工集团股份有限公司调整募集资金投资项目实施进度的核查意见
Zheng Quan Zhi Xing· 2025-05-28 10:39
Summary of Key Points Core Viewpoint - The company, Shaanxi Beiyuan Chemical Group Co., Ltd., has decided to adjust the implementation schedule of its fundraising investment projects due to objective factors such as macroeconomic conditions and industry cycle fluctuations, while ensuring that the project content, investment total, and scale remain unchanged [1][11][12]. Group 1: Fundraising Overview - The company approved the public offering of up to 361,111,112 new shares, with total fundraising amounting to 343,999.07 million yuan [1][2]. - As of December 31, 2024, the actual use of the raised funds is 102,829.73 million yuan [4][10]. Group 2: Project Delay Details - The completion dates for several projects, including the 120,000 tons/year glycine project and the intelligent factory basic platform construction, have been extended to June 2025 due to various delays [6][10]. - The company plans to further adjust the completion dates for several projects to June 2027, including the 100,000 tons/year CPE and 20,000 tons/year CPVC projects [6][10]. Group 3: Reasons for Delay - The glycine project is delayed due to the immature industrial production setup of the mixed solvent method and the need for further testing and equipment selection [7][10]. - The intelligent factory project is affected by the need for system optimization and compliance with safety standards [8][10]. - The salt production project faces market challenges due to limited demand and economic viability [9][10]. Group 4: Measures to Ensure Completion - The company is actively working on plans to utilize by-products from the glycine project and is optimizing project management to ensure timely completion [7][8]. - Detailed optimization plans and strategies are being developed to ensure the intelligent factory project progresses smoothly [8][10]. - The company is conducting thorough market analysis and technical research to validate the feasibility of the salt production project [9][10]. Group 5: Impact of Project Delay - The delay in fundraising investment projects is based on careful consideration of objective circumstances and does not involve changes to project implementation subjects, fundraising purposes, or investment scales, thus not adversely affecting the company's operations or shareholder interests [10][11].
北元集团: 陕西北元化工集团股份有限公司第三届监事会第七次会议决议公告
Zheng Quan Zhi Xing· 2025-05-28 10:17
Group 1 - The company held its seventh meeting of the third supervisory board, which complied with legal and regulatory requirements [1] - The supervisory board unanimously agreed to abolish the supervisory board and transfer its powers to the audit committee, with amendments to the company's articles of association to take effect upon approval by the shareholders' meeting [1] - The voting results showed 10 votes in favor, 0 against, and 0 abstentions [1] Group 2 - The company agreed to adjust the completion dates for several fundraising investment projects, including the 120,000 tons/year glycine project and the smart factory infrastructure project, to June 2027 [2] - The supervisory board confirmed that the adjustments do not constitute a disguised change in the use of raised funds and are in the best interest of the company and all shareholders [2] - The voting results for this decision were also 10 votes in favor, 0 against, and 0 abstentions [2] Group 3 - The supervisory board approved the continued use of idle raised funds for cash management, allowing for investment in safe and liquid financial products up to RMB 2.6 billion [3] - This decision aims to enhance the efficiency of fund utilization without affecting the construction of fundraising projects [3] - The investment products include structured deposits, time deposits, and agreement deposits, with individual investment terms not exceeding 12 months [3]
广东省中山市市场监督管理局食品监督抽检信息通告(2025年第13期)
Zhong Guo Zhi Liang Xin Wen Wang· 2025-05-19 08:09
中山市市场监督管理局食品监督抽检信息通告(2025年第13期) 中山市市场监督管理局组织对中山市范围内食品生产经营环节的六大类食品进行监督抽检,具体包括餐饮食品、调味品、糕点、食用农产品、蔬菜制 品和饮料共127批次,合格样品122批次,不合格样品5批次。检验依据按照《广东省食品安全监督抽检实施细则》执行。 欢迎广大消费者积极参与食品安全监督工作,关注每期食品抽检信息公布,如发现危害社会公众的食品及其违法行为,请及时拨打市市场监督管理局 举报投诉电话12345。 特此通告。 | 研究 | 院 | 广州 | | | | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 市 | 2025 | 餐 | 中山市丽 | 金桔柠 | 餐 | 质量 | 中山市火炬开发区 | 监 | 加工日 | 年5 | 饮 | ...
双环科技(000707) - 000707双环科技投资者关系管理信息20250516
2025-05-16 10:00
回复:您好,公司定增募集资金收购宏宜公司控股权的项 目在 5 月 9 日已获得深交所上市审核中心审核通过,目前待证 监会同意注册,再开展后续工作。宏宜公司 2024 年度实现净利 润 7516.97 万元,2025 年 1-4 月实现持续盈利。 3、董秘您好,请问公司钠离子正极材料的研发进展怎么 样? 证券代码:000707 证券简称:双环科技 湖北双环科技股份有限公司投资者关系活动记录表 编号:20250516 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 业绩说明会 | | 动类别 | □新闻发布会 □路演活动 | | | □现场参观 | | | 其他:(请文字说明其他活动内容) | | 参与单位名称 | | | 及人员姓名 | 参与本次业绩说明会的广大投资者 | | 时间 | 2024 年 5 月 16 日 (周五下午 15:30~17:30) | | 地点 | 深圳证券交易所"互动易"平台(http://irm.cninfo.com.cn) | | 上市公司接待 | 公司董事长汪万新先生、财务部长蒋雪瑞先生、 | | 人员姓名 | 董事会 ...