分红方面，和邦生物A股上市后累计派现12.05亿元。近三年，累计派现5.53亿元。 机构持仓方面，截止2025年9月30日，和邦生物十大流通股东中，鹏华中证细分化工产业主题ETF联接A （014942）位居第四大流通股东，持股9278.78万股，为新进股东。南方中证500ETF（510500）位居第 五大流通股东，持股9008.99万股，相比上期减少218.44万股。香港中央结算有限公司位居第六大流通股 东，持股8928.26万股，相比上期增加1609.08万股。光大保德信信用添益债券A类（360013）位居第九 大流通股东，持股3300.96万股，为新进股东。中欧红利优享灵活配置混合A（004814）位居第十大流通 股东，持股2459.99万股，为新进股东。 今年以来和邦生物已经1次登上龙虎榜，最近一次登上龙虎榜为10月9日，当日龙虎榜净买入5022.12万 元；买入总计2.29亿元 ，占总成交额比13.21%；卖出总计1.78亿元 ，占总成交额比10.31%。 资料显示，四川和邦生物科技股份有限公司位于四川省乐山市五通桥区牛华镇沔坝村，成立日期2002年 8月1日，上市日期2012年7月31日，公司主营业 ...

截至9月30日，和邦生物股东户数19.65万，较上期减少1.99%；人均流通股44939股，较上期增加 2.03%。2025年1月-9月，和邦生物实现营业收入59.27亿元，同比减少13.02%；归母净利润9310.85万 元，同比减少57.93%。 分红方面，和邦生物A股上市后累计派现12.05亿元。近三年，累计派现5.53亿元。 机构持仓方面，截止2025年9月30日，和邦生物十大流通股东中，鹏华中证细分化工产业主题ETF联接A （014942）位居第四大流通股东，持股9278.78万股，为新进股东。南方中证500ETF（510500）位居第 五大流通股东，持股9008.99万股，相比上期减少218.44万股。香港中央结算有限公司位居第六大流通股 东，持股8928.26万股，相比上期增加1609.08万股。光大保德信信用添益债券A类（360013）位居第九 大流通股东，持股3300.96万股，为新进股东。中欧红利优享灵活配置混合A（004814）位居第十大流通 股东，持股2459.99万股，为新进股东。 责任编辑：小浪快报 和邦生物今年以来股价涨16.67%，近5个交易日跌1.24%，近20日涨12.26 ...

Core Viewpoint - The stock of Hebang Biotechnology has shown a positive trend with a year-to-date increase of 12.75%, reflecting investor interest and market activity [1][2]. Group 1: Stock Performance - On November 7, Hebang Biotechnology's stock rose by 2.22%, reaching 2.30 CNY per share, with a trading volume of 2.18 billion CNY and a turnover rate of 1.09%, resulting in a total market capitalization of 203.12 billion CNY [1]. - The stock has experienced a 5.50% increase over the last five trading days, a 2.22% increase over the last 20 days, and a 22.34% increase over the last 60 days [1]. - Year-to-date, the stock has appeared on the "Dragon and Tiger List" once, with a net buy of 50.22 million CNY on October 9, contributing to a total buy of 229 million CNY, which accounted for 13.21% of total trading volume [1]. Group 2: Company Overview - Hebang Biotechnology, established on August 1, 2002, and listed on July 31, 2012, is located in Leshan, Sichuan Province, and specializes in the manufacturing of pesticides, fine chemicals, and various glass products [2]. - The company's revenue composition includes 85.89% from chemical products, 17.61% from photovoltaic glass and other products, 6.74% from mineral products, and 5.02% from other businesses [2]. - As of September 30, 2025, the company reported a revenue of 5.927 billion CNY, a year-on-year decrease of 13.02%, and a net profit attributable to shareholders of 93.11 million CNY, down 57.93% year-on-year [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Hebang Biotechnology was 196,500, a decrease of 1.99% from the previous period, with an average of 44,939 shares held per shareholder, an increase of 2.03% [2]. - The top ten circulating shareholders include new entrants such as Penghua CSI Sub-Segment Chemical Industry Theme ETF and Everbright Prudential Credit Enhanced Bond A, indicating a shift in institutional holdings [3].

Inventory Analysis - As of February, the overall actual inventory-to-sales ratio in the U.S. manufacturing and trade sectors is approximately 1.5 months, with manufacturers at 1.9 months, wholesalers at 1.3 months, and retailers at 1.4 months, all at low percentiles since the pandemic[2] - If assuming that the inventory of manufacturers, wholesalers, and retailers only serves domestic retail sales, the overall inventory could cover about 4.2 months of sales[2] - The low inventory-to-sales ratio may indicate limited buffer space against supply-demand imbalances, potentially leading to upward pressure on inflation[2] Industry-Specific Insights - In the retail sector, the actual inventory-to-sales ratio for furniture, appliances, and consumer electronics is low at only 1 month, placing it in the 6.5% percentile since the pandemic[3] - Conversely, the inventory-to-sales ratio for motor vehicles and parts, as well as building materials, exceeds 2 months, with motor vehicles at approximately 2.5 months (88.5% percentile) and building materials at about 2 months (85.2% percentile)[3] - In manufacturing and wholesale, machinery, textile raw materials, and related products have higher inventory-to-sales ratios, all exceeding 2 months, with machinery at 2.9 months (83.6% percentile) and textile raw materials at 2.8 months (70.4% percentile)[3] PMI and Inventory Trends - As of April, the ISM manufacturing PMI inventory index decreased to 50.8% from 53.4% in March, indicating a cooling in pre-tariff stockpiling behavior[4] - The customer inventory index remains low at 46.2%, suggesting concerns about the sustainability of overall manufacturing inventory levels[4] - Among 18 manufacturing sectors, 5 reported increased inventory in April, while 8 sectors, including textiles and transportation equipment, saw declines[4]

特朗普表示与英国的谈判"特别"，对之后的谈判国进行牵制（Reuters） 特朗普政府此前在与各国的关税谈判中，仅聚焦于"附加税率"的对等关税。此次与英国的谈判结 果显示，在汽车、钢铁等特定品类的关税方面也存在一定的谈判空间。特朗普在谈到汽车进口配额 时表示"今后不会再做相同的交易"…… 5月8日，美英两国政府宣布已就缔结两国间贸易协定达成协议。据英国政府的发表，美国将 对从英国进口的汽车新设每年10万辆的低关税进口配额。对配额内进口车征收的关税将从 27.5%下调至10%。 英国政府表示，美国对钢铁和铝制品征收25%的额外关税，但对英国进口产品的关税将降至 0%。 在汽车领域设定低关税进口配额，或将对今后的日美谈判产生重要影响。 美国总统特朗普8日在记者会上表示："与英国的关系特殊。今后不打算在汽车领域进行同样 的交易"，以此牵制其他谈判对象国。 这是在美国与各国和地区推进的关税谈判中首次"公布达成协议"。特朗普预测称，预计未来数 周将完成敲定协议细节的工作。 特朗普在记者会上说："很高兴与英国宣布划时代的贸易协议"。在自己的社交媒体上透露，对 美国对英国的出口将增加50亿美元。 除了牛肉等农产品外，化学产品 ...