Core Viewpoint - Jiangshan Co., Ltd. has shown a significant increase in stock price this year, with a 70.50% rise, despite a slight decline in recent trading days [1][2]. Financial Performance - For the period from January to September 2025, Jiangshan Co., Ltd. achieved a revenue of 4.516 billion yuan, representing a year-on-year growth of 5.20% [2]. - The net profit attributable to shareholders for the same period was 425 million yuan, marking a substantial increase of 147.91% year-on-year [2]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 9.05% to 19,100, while the average circulating shares per person increased by 9.95% to 22,509 shares [2]. - The company has distributed a total of 2.693 billion yuan in dividends since its A-share listing, with 384 million yuan distributed over the past three years [3]. Stock Market Activity - On November 14, Jiangshan Co., Ltd. saw its stock price rise by 2.11%, reaching 23.70 yuan per share, with a trading volume of approximately 93.08 million yuan [1]. - The company’s market capitalization stands at 10.206 billion yuan, with a turnover rate of 0.93% [1]. Business Overview - Jiangshan Co., Ltd. primarily engages in the research, production, and sales of agricultural chemicals, including herbicides and insecticides, as well as chemical products and new materials [1]. - The revenue composition of the company includes 61.85% from agricultural products, 14.05% from chemical products, 13.95% from new materials, and 9.40% from thermal power products [1]. Institutional Holdings - As of September 30, 2025, major shareholders include China Europe Fund and Hong Kong Central Clearing Limited, with notable changes in their holdings [3].

Core Insights - SeLong Industrial's stock price increased by 5.39% on November 13, reaching 14.08 CNY per share, with a trading volume of 313 million CNY and a turnover rate of 9.50%, resulting in a total market capitalization of 3.379 billion CNY. The stock has risen for four consecutive days, accumulating a total increase of 9.15% during this period [1] Company Overview - SeLong Industrial Co., Ltd. is located in the Jingdezhen City, Jiangxi Province, and was established on December 2, 2003. The company was listed on March 19, 2015. Its main business involves the research, production, and sales of chemical products, including AC foaming agents, thionyl chloride, and chlor-alkali products [1] - The revenue composition of SeLong Industrial is as follows: AC series products account for 58.76%, chlor-alkali series products 28.73%, thionyl chloride series products 5.40%, intermediates for medicine and pesticides 3.30%, new material additives 3.18%, other products 0.46%, and steam 0.16% [1] Shareholder Insights - Among the top ten circulating shareholders of SeLong Industrial, a fund under CITIC Prudential holds a position. The CITIC Prudential Multi-Strategy Mixed (LOF) A fund (165531) entered the top ten circulating shareholders in the third quarter, holding 956,400 shares, which represents 0.4% of the circulating shares. The estimated floating profit today is approximately 688,600 CNY, with a total floating profit of 1,071,200 CNY during the four-day increase [2] - The CITIC Prudential Multi-Strategy Mixed (LOF) A fund was established on June 16, 2017, with a current scale of 1.133 billion CNY. Year-to-date returns are 47.96%, ranking 1062 out of 8145 in its category; the one-year return is 46.38%, ranking 687 out of 8059; and since inception, the return is 150.54% [2] Fund Holdings - The CITIC Prudential Multi-Strategy Mixed (LOF) A fund (165531) has a significant holding in SeLong Industrial, with 956,400 shares representing 0.46% of the fund's net value, making it the ninth largest holding. The estimated floating profit today is approximately 688,600 CNY, with a total floating profit of 1,071,200 CNY during the four-day increase [3]

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]

据江山股份财务总监黄海介绍，因草甘膦第三季度价格有所增长，公司第三季度草甘膦毛利率环比有所 上升。单季度来看，江山股份第三季度实现营业收入11.57亿元，同比增长2.75%;归属于上市公司股东 的净利润8672.53万元，同比增长11890.01%。 江山股份董事长王利表示："报告期内，公司坚持精准营销策略，创新营销策略和模式，销售收入同比 实现增长;持续推进降本增效，优化采购管理体系，采购降本效果显著;坚持技术革新，通过工艺优化、 循环利用等提升资源转化效率，实现原料、能源降耗降本。公司将坚定围绕既定发展战略，持续深化核 心业务布局，构建绿色、高效、可持续的竞争力。" (陆瑰) 中化新网讯 11月5日，南通江山农药化工股份有限公司(以下简称江山股份)召开2025年第三季度业绩说 明会。 数据显示，今年前9个月，江山股份除草剂、杀虫剂、氯碱等产品的产量分别为6.92万吨、1.81万吨、 70.03万吨，销售金额分别为20.34亿元、5.54亿元、4.21亿元。2025年前三季度，江山股份实现营业收入 45.16亿元，同比增长5.20%;归属于上市公司股东的净利润4.25亿元，同比增长147.91%;归属于上市 ...

Core Viewpoint - Jiangshan Co., Ltd. has experienced a stock price increase of 67.84% year-to-date, but recent trading shows a decline of 2.02% on November 12, with a market capitalization of 10.047 billion yuan [1] Financial Performance - For the period from January to September 2025, Jiangshan Co., Ltd. achieved a revenue of 4.516 billion yuan, representing a year-on-year growth of 5.20%, while the net profit attributable to shareholders increased by 147.91% to 425 million yuan [2] Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 9.05% to 19,100, with an average of 22,509 circulating shares per shareholder, an increase of 9.95% [2] - The company has distributed a total of 2.693 billion yuan in dividends since its A-share listing, with 384 million yuan distributed over the past three years [3] Stockholder Composition - Among the top ten circulating shareholders, China Europe Times Pioneer Stock A holds 13 million shares, remaining unchanged, while Hong Kong Central Clearing Limited reduced its holdings by 662,000 shares to 4.667 million shares [3] - New shareholder Penghua China 50 Mixed Fund holds 3.130 million shares, while Xingquan Huan Yuan Two-Year Holding Mixed Fund has exited the top ten circulating shareholders [3] Business Overview - Jiangshan Co., Ltd. primarily engages in the research, production, and sales of pesticide products (61.85% of revenue), chemical products (14.05%), new materials (13.95%), and thermal power products (9.40%) [1]

Core Viewpoint - SeLong Industrial experienced a stock price increase of 5.38%, reaching 13.33 CNY per share, with a trading volume of 233 million CNY and a turnover rate of 7.73%, resulting in a total market capitalization of 3.199 billion CNY [1] Group 1: Company Overview - SeLong Industrial Co., Ltd. is located in the industrial park of LePing City, Jingdezhen, Jiangxi Province, and was established on December 2, 2003, with its listing date on March 19, 2015 [1] - The company's main business involves the research, production, and sales of chemical products, including AC foaming agents, thionyl chloride, and chlor-alkali products [1] - The revenue composition of the main business includes: AC series products 58.76%, chlor-alkali series products 28.73%, thionyl chloride series products 5.40%, intermediates for medicine and pesticides 3.30%, new material additives 3.18%, other products 0.46%, and steam 0.16% [1] Group 2: Shareholder Information - CITIC Prudential Fund has a fund that ranks among the top ten circulating shareholders of SeLong Industrial, specifically the CITIC Prudential Multi-Strategy Mixed (LOF) A (165531), which newly entered the top ten in the third quarter with 956,400 shares, accounting for 0.4% of circulating shares [2] - The fund has achieved a year-to-date return of 47.6%, ranking 1199 out of 8147 in its category, and a one-year return of 48.2%, ranking 710 out of 8056 [2] - The fund manager, Wang Ying, has been in the position for 8 years and 271 days, with a total fund asset size of 4.904 billion CNY and a best fund return of 55.71% during her tenure [2]

Group 1 - ADNOC and ADQ have established a joint venture, Taziz, which signed a contract worth $1.99 billion with China National Chemical Engineering Group for the construction of the UAE's first PVC production plant [1] - The PVC plant is a core component of a chlor-alkali complex with an annual capacity of 1.9 million tons, also producing VCM, EDC, and caustic soda to meet domestic supply and export demand [1] - The project is expected to be completed and operational by the fourth quarter of 2028 [1] Group 2 - Taziz is also developing supporting infrastructure for the chemical hub, including oil pipelines, marine terminals, and storage facilities, with investments from companies like Mitsui & Co. and GS Energy [1] - Earlier in February, Taziz signed a $1.7 billion contract with Samsung Engineering for the construction of a methanol plant with an annual capacity of 1.8 million tons [1]

Core Viewpoint - Jiangshan Co., Ltd. has shown a significant increase in stock price and profitability, indicating strong performance in the agricultural chemicals sector [1][2]. Company Overview - Jiangshan Co., Ltd. is primarily engaged in the research, production, and sales of agricultural products, particularly herbicides and insecticides, as well as chemical products, new materials, and steam from cogeneration [1]. - The company was established on October 18, 1990, and went public on January 10, 2001 [1]. Financial Performance - For the period from January to September 2025, Jiangshan Co., Ltd. achieved a revenue of 4.516 billion yuan, representing a year-on-year growth of 5.20% [2]. - The net profit attributable to shareholders for the same period was 425 million yuan, showing a remarkable year-on-year increase of 147.91% [2]. - The company has distributed a total of 2.693 billion yuan in dividends since its A-share listing, with 384 million yuan distributed over the past three years [2]. Stock Performance - As of November 7, Jiangshan Co., Ltd.'s stock price increased by 72.23% year-to-date, with a recent slight increase of 0.08% over the last five trading days [1]. - The stock's trading volume on November 7 was 81.092 million yuan, with a turnover rate of 0.80% [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders decreased by 9.05% to 19,100, with an average of 22,509 circulating shares per person, an increase of 9.95% [2]. - Notable shareholders include China Europe Fund and Hong Kong Central Clearing Limited, with changes in their holdings compared to the previous period [2].

Core Insights - Jiangshan Co., Ltd. has seen a stock price increase of 63.24% year-to-date, with a recent decline of 5.77% over the past five trading days [1] - The company reported a revenue of 4.516 billion yuan for the first nine months of 2025, reflecting a year-on-year growth of 5.20%, while net profit surged by 147.91% to 425 million yuan [2] Financial Performance - As of September 30, 2025, Jiangshan Co., Ltd. had a total revenue of 4.516 billion yuan, with a net profit of 425 million yuan [2] - Cumulative cash dividends since the company's A-share listing amount to 2.693 billion yuan, with 384 million yuan distributed over the last three years [3] Shareholder Information - The number of shareholders decreased by 9.05% to 19,100 as of September 30, 2025, while the average number of circulating shares per shareholder increased by 9.95% to 22,509 shares [2] - Major shareholders include China Europe Fund and Hong Kong Central Clearing Limited, with notable changes in their holdings [3]

Core Viewpoint - Jiangshan Co., Ltd. has experienced a stock price increase of 68.63% year-to-date, but has seen a slight decline in recent trading days, indicating potential volatility in the market [1][2]. Financial Performance - For the period from January to September 2025, Jiangshan Co., Ltd. achieved a revenue of 4.516 billion yuan, representing a year-on-year growth of 5.20% [2]. - The net profit attributable to shareholders for the same period was 425 million yuan, showing a significant year-on-year increase of 147.91% [2]. Shareholder Information - As of September 30, 2025, the number of shareholders for Jiangshan Co., Ltd. was 19,100, a decrease of 9.05% from the previous period [2]. - The average number of circulating shares per shareholder increased by 9.95% to 22,509 shares [2]. Dividend Distribution - Since its A-share listing, Jiangshan Co., Ltd. has distributed a total of 2.693 billion yuan in dividends, with 384 million yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders included notable entities such as China Europe Fund and Hong Kong Central Clearing Limited, with some changes in their holdings compared to the previous period [3].