泰坦科技今年以来股价涨26.14%，近5个交易日跌7.99%，近20日跌8.14%，近60日跌18.26%。 11月20日，泰坦科技盘中下跌2.01%，截至10:42，报22.92元/股，成交2719.96万元，换手率0.71%，总 市值37.69亿元。 资金流向方面，主力资金净流出454.18万元，大单买入439.81万元，占比16.17%，卖出893.99万元，占 比32.87%。 责任编辑：小浪快报 资料显示，上海泰坦科技股份有限公司位于上海市徐汇区石龙路89号，成立日期2007年10月18日，上市 日期2020年10月30日，公司主营业务涉及为创新研发、生产质控实验室提供科学服务一站式技术集成解 决方案,具体包括科研试剂、生物耗材、分析耗材、实验仪器、智能实验设备、科研信息化、特种化学 品及相关综合技术服务等产品与服务。主营业务收入构成为：科研试剂42.70%，科研仪器及耗材 28.42%，特种化学品26.48%，实验室建设及科研信息化2.37%，其他(补充)0.02%。 截至9月30日，泰坦科技股东户数9293.00，较上期增加20.41%；人均流通股17694股，较上期减少 16.95%。2025 ...

11月17日，江山股份涨5.97%，截至发稿，报24.67元/股，成交1093.98万元，换手率0.10%，总市值 106.24亿元。 资料显示，南通江山农药化工股份有限公司位于江苏省南通市经济技术开发区江山路998号，成立日期 1990年10月18日，上市日期2001年1月10日，公司主营业务涉及主要从事以除草剂、杀虫剂为主的农药 产品,以特种化学品、化工中间体、氯碱、新材料为主的化工产品,以及热电联产蒸汽等产品的研发、生 产和销售。主营业务收入构成为：农药产品61.85%，化工产品14.05%，新材料产品13.95%，热电产品 9.40%，其他0.74%，贸易0.01%。 从基金十大重仓股角度 数据显示，泰信基金旗下1只基金重仓江山股份。泰信智选量化选股混合发起式A（013033）三季度持 有股数8900股，占基金净值比例为1.74%，位居第十大重仓股。根据测算，今日浮盈赚取约1.24万元。 泰信智选量化选股混合发起式A（013033）基金经理为张海涛。 截至发稿，张海涛累计任职时间313天，现任基金资产总规模14.74亿元，任职期间最佳基金回报 27.61%， 任职期间最差基金回报0.54%。 风险提示 ...

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].

Company Overview - Titan Technology Co., Ltd. is located at 89 Shilong Road, Xuhui District, Shanghai, established on October 18, 2007, and listed on October 30, 2020 [1] - The company provides integrated technical solutions for scientific services, including research reagents, biological consumables, analytical consumables, laboratory instruments, smart laboratory equipment, research information technology, specialty chemicals, and related comprehensive technical services [1] Financial Performance - For the period from January to September 2025, Titan Technology achieved operating revenue of 1.848 billion yuan, a year-on-year decrease of 13.06% [2] - The net profit attributable to the parent company was 11.1678 million yuan, representing a year-on-year increase of 15.04% [2] - Cumulative cash dividends since the A-share listing amount to 86.6205 million yuan, with 40.1089 million yuan distributed over the past three years [3] Stock Performance - As of November 12, Titan Technology's stock price decreased by 2.15%, trading at 24.13 yuan per share, with a total market capitalization of 3.968 billion yuan [1] - Year-to-date, the stock price has increased by 32.80%, with a slight increase of 0.54% over the last five trading days, but a decline of 0.33% over the last 20 days and 13.33% over the last 60 days [1] - The number of shareholders as of September 30 was 9,293, an increase of 20.41% from the previous period, while the average circulating shares per person decreased by 16.95% to 17,694 shares [2] Business Segmentation - The main business revenue composition includes: research reagents (42.70%), research instruments and consumables (28.42%), specialty chemicals (26.48%), laboratory construction and research information technology (2.37%), and others (0.02%) [1] - Titan Technology is classified under the Shenwan industry as basic chemicals - chemical products - other chemical products, and is associated with concepts such as share buybacks, margin financing, electronic chemicals, pension concepts, and scientific instruments [1]

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]

泰坦科技所属申万行业为：基础化工-化学制品-其他化学制品。所属概念板块包括：增持回购、融资融 券、养老金概念、小盘、电子化学品等。 截至9月30日，泰坦科技股东户数9293.00，较上期增加20.41%；人均流通股17694股，较上期减少 16.95%。2025年1月-9月，泰坦科技实现营业收入18.48亿元，同比减少13.06%；归母净利润1116.78万 元，同比增长15.04%。 11月11日，泰坦科技盘中上涨2.15%，截至10:36，报24.75元/股，成交3668.25万元，换手率0.92%，总 市值40.70亿元。 资金流向方面，主力资金净流入191.92万元，大单买入891.55万元，占比24.30%，卖出699.63万元，占 比19.07%。 泰坦科技今年以来股价涨36.21%，近5个交易日涨2.87%，近20日涨3.08%，近60日跌12.36%。 资料显示，上海泰坦科技股份有限公司位于上海市徐汇区石龙路89号，成立日期2007年10月18日，上市 日期2020年10月30日，公司主营业务涉及为创新研发、生产质控实验室提供科学服务一站式技术集成解 决方案,具体包括科研试剂、生物耗材、分析耗 ...

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 - The company is expected to see steady growth in revenue and net profit due to the improved supply-demand dynamics of glyphosate and the increasing utilization rate of new energy capacity, with significant quarter-on-quarter improvement in Q3 2025 [1] Glyphosate Market - Glyphosate prices have remained low since 2024, hitting a low point in March 2025 before starting a recovery trend [3] - The company anticipates that glyphosate raw material prices will stabilize and potentially rise due to a tight supply situation and downstream replenishment demand [2][3] Specialty Chemicals Segment - The specialty chemicals segment accounted for approximately 17% of total revenue in the first three quarters, with a gross margin exceeding 25% [3] - The company is in the process of ramping up production for various products, including 35,000 tons/year of phosphorus-based flame retardants and 10,000 tons/year of phosphorous acid for storage devices, which are expected to contribute to profit growth [3] Organic Silicon Products - The company reported a year-on-year sales increase of about 30% in organic silicon ring products [3] - With no new capacity expected in the industry over the next two years, organic silicon product prices are anticipated to gradually recover from the bottom [3] Research and Development Initiatives - The company is accelerating its research and development in solid-state electrolytes and liquid cooling silicone oils [4] - The solid-state electrolyte development has completed small-scale process development and is optimizing key process parameters [4] - The company has a yellow phosphorus production capacity of approximately 170,000 tons/year and is building a 10,000 tons/year high-end phosphorus pentasulfide capacity, expected to be completed in the first half of next year [4]

Core Viewpoint - The company, Xingfa Group, is experiencing steady growth in revenue and net profit due to the optimization of the glyphosate supply-demand structure and the continuous improvement in the utilization rate of new energy production capacity [1] Group 1: Glyphosate Market - Glyphosate raw material prices are expected to remain stable or increase, supported by a tight supply situation and downstream replenishment demand [1] - Glyphosate prices have been at low levels since 2024, reaching a phase low in March 2025 before starting a recovery trend [1] - The company anticipates that the overall supply side of the industry will remain tight in the fourth quarter, enhancing cost support due to the seasonal reduction in raw material supply [1] Group 2: Specialty Chemicals Segment - The specialty chemicals segment accounted for approximately 17% of the company's total revenue in the first three quarters, with a gross margin exceeding 25% [2] - The company is in the product ramp-up phase for several products, including 5,000 tons/year of phosphonates and 3,000 tons/year of ethanethiol, with additional production capacity expected to come online soon [2] - The sales volume of organic silicon ring bodies increased by about 30% year-on-year, with expectations for gradual price recovery in the coming years due to no new production capacity in the industry [2] Group 3: Research and Development - The company is accelerating its layout in solid-state electrolytes and liquid cooling silicone oil, with ongoing development of key process parameters for solid-state electrolytes [2][3] - The company has a production capacity of approximately 170,000 tons/year of yellow phosphorus and is building an additional 10,000 tons/year of high-end pentasulfide capacity [3] - The company is actively developing the market for liquid cooling silicone oil, with a total capacity of 56,000 tons/year and ongoing product performance optimization based on customer requirements [3]