公司的外文名称缩写 QJBIOCH 公司的法定代表人 朱燕刚 浙江钱江生物化学股份有限公司2025 年半年度报告 二、 联系人和联系方式 董事会秘书 证券事务代表 姓名 陆萍燕 蒋振伟 联系地址 浙江省海宁市海洲街道钱江西路178号钱 浙江省海宁市海洲街道钱江西路178号钱 江大厦 江大厦 电话 0573-87088718 0573-87038237 传真 0573-87035640 0573-87035640 电子信箱 qjbioch@600796.com qjbioch@600796.com 三、 基本情况变更简介 公司注册地址 浙江省海宁市海洲街道钱江西路178号钱江大厦19-21层 公司注册地址的历史变更情况 1999年12月21日，公司注册地址由"浙江省海宁市硖石镇南"变更 为"浙江省海宁市硖石镇西山路598号"；2006年8月8日，公司注 册地址由"浙江省海宁市硖石镇西山路598号"变更为"浙江省海 宁市西山路598号"；2010年7月14日，公司注册地址由"浙江省海 宁市西山路598号"变更为"浙江省海宁市西山路598号7楼"；2016 年9月9日，公司注册地址由"浙江省海宁市西山路598号7楼 ...

| 证券代码：605033 证券简称：美邦股份 公告编号：2025-042 | | | | | --- | --- | --- | --- | | 陕西美邦药业集团股份有限公司 | | | | | 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：第十三号——化工》的有关规定，陕西美邦药业集团股份有限公司（以 | | | | | 下简称"公司"）现将公司2025年上半年主要经营数据披露如下： | | | | | 一、主要产品的产量、销量及收入实现情况（不含税） | | | | | 主要产品 | | | | | （吨） | | （吨） | 金额（万元） | | 杀菌剂 | 3,033.70 | 3,188.00 | 25,260.21 | | 杀虫剂 | 1,677.17 | 2,029.64 | 16,126.67 | | 其它 | 1,282.02 | 1,214.48 | 6,880. ...

主要产品 2025 年 1-6 月产量 （吨） 2025 年 1-6 月销量 （吨） 2025 年 1-6 月销售 金额（万元） 杀菌剂 3,033.70 3,188.00 25,260.21 杀虫剂 1,677.17 2,029.64 16,126.67 其它 1,282.02 1,214.48 6,880.43 一、主要产品的产量、销量及收入实现情况（不含税） 三、主要原材料的价格变动情况（不含税） | 主要原材料 | 2025 年 1-6 月平均 进价（万元/吨） | 2024 年 1-6 月平均 进价（万元/吨） | 变动比率（%） | | --- | --- | --- | --- | | 苯醚甲环唑 | 8.47 | 8.91 | -4.98 | | 吡唑醚菌酯 | 14.22 | 15.19 | -6.36 | | 氟啶虫酰胺 | 24.65 | 30.02 | -17.89 | | 甲维盐 | 62.47 | 46.33 | 34.84 | | 甲基硫菌灵 | 2.98 | 3.39 | -12.16 | 证券代码：605033 证券简称：美邦股份 公告编号：2025-042 陕西美邦药业集团 ...

| 市场数据：2025 年 8 月 | 25 日 | | | --- | --- | --- | | 收盘价（元）： | | 71.25 | | 年内最高/最低（元）： | | 71.77/46.12 | | 流通A股/总股本（亿）： | | 4.04/4.05 | | 流通 A 股市值（亿）： | | 287.84 | | 总市值（亿）： | | 288.85 | | 年 基础数据：2025 | 月 6 | 日 30 | | | --- | --- | --- | --- | | 基本每股收益(元)： | | | 2.00 | | 摊薄每股收益(元)： | | | 2.00 | | 每股净资产(元)： | | | 27.45 | | 净资产收益率(%)： | | | 7.24 | 公司近一年市场表现 分析师： 李旋坤 执业登记编码：S0760523110004 邮箱：lixuankun@sxzq.com 王金源 执业登记编码：S0760525080001 邮箱：wangjinyuan@sxzq.com 农药 扬农化工（600486.SH） 买入-B(维持) 投资建议 预计公司 2025-2027 年归母净利 ...

根据公司最新披露的2025年半年报显示，上半年实现营业收入5.42亿元，同比下降15.98%；归属于上市 公司股东的净利润5863.45万元，同比下降25.54%。其中第二季度净利润2748万元，同比下降33.6%。报 告期内，公司两大主营产品营收均出现下滑，家用柔性取暖系列产品营收下滑21.55%，家用卫生杀虫 用品系列产品营收下滑2.63%。 从资金流向来看，8月25日主力资金净流出1778.94万元，近五日主力资金净流入2516.71万元。 截至2025年8月25日收盘，彩虹集团股价报24.60元，较前一交易日下跌1.24%。当日成交量为113772 手，成交金额达2.80亿元。 彩虹集团主要从事家用柔性取暖和家用卫生杀虫产品的研发与销售。公司产品包括电热毯、暖手器等取 暖产品，以及电热蚊香液、杀虫剂等卫生杀虫用品。2020年12月上市以来，公司业绩呈现波动态势。 风险提示：投资有风险，入市需谨慎。本文不构成任何投资建议，投资者应独立判断并承担相应风险。 ...

上 市 公 司 基础化工 2025 年 08 月 25 日 润丰股份 (301035) —— 运营质量持续改善，Model C 业务渐入佳境 报告原因：有业绩公布需要点评 买入（维持） | 市场数据： | 2025 年 08 月 22 日 | | --- | --- | | 收盘价（元） | 72.41 | | 一年内最高/最低（元） | 78.47/35.70 | | 市净率 | 2.9 | | 股息率%（分红/股价） | 0.81 | | 流通 A 股市值（百万元） | 20,300 | | 上证指数/深证成指 | 3,825.76/12,166.06 | | 注："股息率"以最近一年已公布分红计算 | | | 基础数据: | 2025 年 06 月 30 日 | | --- | --- | | 每股净资产（元） | 25.22 | | 资产负债率% | 54.30 | | 总股本/流通 A 股（百万） | 281/280 | | 流通 B 股/H 股（百万） | -/- | 一年内股价与大盘对比走势： 08-22 09-22 10-22 11-22 12-22 01-22 02-22 03-22 04- ...

Core Viewpoint - The company reported a revenue of 6.23 billion yuan for the first half of 2025, with a year-on-year growth of 9.4%, and a net profit attributable to shareholders of 810 million yuan, reflecting a year-on-year increase of 5.6% [1] Group 1: Financial Performance - In Q2 2025, the company achieved a revenue of 2.99 billion yuan, representing a year-on-year increase of 18.6%, and a net profit of 370 million yuan, up 11.1% year-on-year [1] - For H1 2025, the company's raw materials and formulations revenue were 3.66 billion yuan and 1.17 billion yuan, showing a year-on-year increase of 10.0% and a decrease of 2.8% respectively [2] - The gross margin for H1 2025 was 23.6%, down 0.6 percentage points year-on-year, while the net margin was 12.9%, down 0.5 percentage points year-on-year [2] Group 2: Market Conditions - The agricultural chemical industry is expected to recover as global pesticide distribution channel inventories have been reduced to reasonable levels, following previous price declines due to new capacity and inventory destocking by major players [3] - As of August 15, 2025, the price indices for herbicides and insecticides have shown increases of 0.33% and 2.81% year-on-year, respectively, indicating a stabilization and potential recovery in prices [3] Group 3: Growth Prospects - The company is progressing steadily with its ongoing projects, including the Liaoning Youchuang Phase I project, which has achieved a revenue of 550 million yuan in H1 2025 [4] - The company anticipates continued performance improvement as new products from ongoing projects are gradually released into the market, alongside the recovery of the agricultural chemical industry [4] Group 4: Profit Forecast and Valuation - The company forecasts net profits attributable to shareholders for 2025-2027 to be 1.41 billion, 1.72 billion, and 2.02 billion yuan, with year-on-year growth rates of 17.04%, 22.17%, and 17.26% respectively [5] - The current price-to-earnings ratios are projected to be 20.1, 16.5, and 14.1 times for the respective years, indicating a favorable valuation as production projects come online and product prices stabilize [5]

风险提示：股市有风险，投资需谨慎。 农心科技主营业务为农药制剂产品的研发、生产和销售。公司产品涵盖杀虫剂、杀菌剂、除草剂等系列 产品，广泛应用于农业生产领域。公司注册地位于陕西省，属于农药兽药行业。 公司在互动平台披露，截至2025年8月20日，公司股东人数为9701户。这一数据较此前披露的股东人数 有所变化。 农心科技股价报21.41元，较前一交易日下跌0.59元，跌幅2.68%。当日开盘价为22.00元，最高触及 22.00元，最低下探至21.19元，成交量为18093手，成交金额达0.39亿元。 ...

Group 1 - The core viewpoint of the report indicates that the "China Online Consumption Brand Index (CBI)" shows a continuous growth trend in brand consumption during the second quarter of 2025, driven by e-commerce promotions and the summer consumption peak [1][2] - The CBI index increased from 63.38 in Q1 2025 to 65.21 in Q2 2025, representing a year-on-year increase of 2.21% and a growth of 9.7% compared to the 2023 baseline, highlighting consumers' increasing preference for branded products during promotional periods [1][2] - The report emphasizes that consumers are not only increasing their total spending but are also more inclined to choose quality brand products over generic ones, making it crucial for global brands to seize e-commerce promotional opportunities in the Chinese market [1][2] Group 2 - The CBI series is developed in collaboration with Peking University and is the first brand value assessment system based on actual consumer purchasing behavior, updated quarterly [2] - In Q2 2025, online retail sales of physical goods grew by 6.0% year-on-year, outpacing the overall retail sales growth of 5.0%, indicating sustained online consumption activity [2] - E-commerce platforms have effectively stimulated brand consumption potential during major promotions like "618" by simplifying promotional rules, optimizing membership systems, and enhancing shopping experiences [2][3] Group 3 - The duration of e-commerce promotional periods has significantly increased, with some platforms extending their promotional periods from 17 days to 32 days, which, along with various incentives, has led to substantial growth in GMV (Gross Merchandise Value) [3] - Seasonal categories such as ice cream, beer, insecticides, and sunscreen saw significant year-on-year sales growth of 39.4%, 19.6%, 10.8%, and 9% respectively in Q2 2025 [3] - The fast-moving consumer goods (FMCG) sector in China experienced a 3.4% year-on-year growth across all channels in Q2 2025, with online channels growing by 16.2%, driven by double-digit growth in categories like beauty, beverages, and personal care [3] Group 4 - As competition in the Chinese FMCG market intensifies, the report identifies circle marketing strategies as a key path for brand growth, emphasizing the importance of understanding core circle needs and building trust [8] - Brands are encouraged to create an efficient marketing loop of "planting seeds—conversion—repurchase—viral growth" through multi-circle outreach, which enhances ROI and builds more loyal user assets [8]

Group 1 - The core viewpoint of the articles highlights the recent performance and financial metrics of Jiangshan Co., Ltd, including stock price movements and trading volumes [1][2] - As of August 22, Jiangshan's stock price decreased by 2.01% to 23.86 CNY per share, with a total market capitalization of 10.275 billion CNY [1] - Year-to-date, Jiangshan's stock price has increased by 66.27%, with a 6.23% rise over the last five trading days and a 23.63% increase over the last 60 days [1] Group 2 - As of March 31, Jiangshan had 21,800 shareholders, an increase of 4.61% from the previous period, with an average of 19,717 circulating shares per shareholder, down by 4.40% [2] - For the first quarter of 2025, Jiangshan reported a revenue of 1.746 billion CNY, reflecting a year-on-year growth of 10.15% [2] - Since its A-share listing, Jiangshan has distributed a total of 2.499 billion CNY in dividends, with 1.106 billion CNY distributed over the past three years [2] Group 3 - Jiangshan Co., Ltd specializes in agricultural chemicals, primarily focusing on herbicides and insecticides, and is categorized under the basic chemical industry [1] - The company is involved in several concept sectors, including ecological agriculture, glyphosate, rural revitalization, biopesticides, and phosphorus chemicals [1]