12月23日，金正大盘中下跌2.21%，截至09:51，报1.77元/股，成交2399.96万元，换手率0.41%，总市值 58.16亿元。 资金流向方面，主力资金净流出159.01万元，特大单买入0.00元，占比0.00%，卖出125.51万元，占比 5.23%；大单买入405.03万元，占比16.88%，卖出438.53万元，占比18.27%。 截至9月30日，金正大股东户数6.86万，较上期减少1.55%；人均流通股47922股，较上期增加1.58%。 2025年1月-9月，金正大实现营业收入73.19亿元，同比增长14.44%；归母净利润-2947.64万元，同比减 少116.36%。 分红方面，金正大A股上市后累计派现12.27亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，金正大十大流通股东中，香港中央结算有限公司位居第四大流通 股东，持股2173.62万股，相比上期增加230.25万股。 责任编辑：小浪快报 金正大今年以来股价跌9.69%，近5个交易日涨2.31%，近20日跌2.75%，近60日跌1.67%。 资料显示，金正大生态工程集团股份有限公司位于山东省临沭县兴 ...

Core Viewpoint - The company XinYangFeng is leveraging technological innovation to transform the fertilizer industry, focusing on green and high-value development while enhancing economic and ecological benefits [1][2]. Group 1: Company History and Development - XinYangFeng's history is marked by technological innovation, starting from its establishment in 1982 and overcoming early financial difficulties through strategic reforms [2]. - The company transitioned from traditional fertilizers to new types of fertilizers, establishing a research center in collaboration with China Agricultural University in 2010, which led to the development of controlled-release and water-soluble fertilizers [2]. - Currently, XinYangFeng has built 14 production bases across the country, with a production capacity exceeding 10 million tons of phosphate fertilizers and annual sales surpassing 5 million tons, positioning itself as a leader in the domestic phosphate fertilizer industry [2]. Group 2: Innovation and Research - XinYangFeng has established several provincial innovation platforms and invested over 200 million yuan annually in research and development since 2022, collaborating with various research institutions on significant projects [4]. - The company has achieved notable recognition for its innovations, including multiple provincial science and technology awards and over 260 authorized patents [4]. Group 3: Agricultural Impact and Community Engagement - Since 2010, XinYangFeng has participated in the national soil testing and fertilization initiative, completing over 2,000 soil testing reports and developing more than 1,600 crop nutrition solutions [6]. - In 2024 alone, the company conducted over 10,000 technical training sessions, benefiting more than 600,000 farmers and establishing 10,000 demonstration fields [6]. Group 4: Strategic Direction and Future Outlook - In response to industry challenges, XinYangFeng is focusing on dual development in phosphate fertilizers and fine chemicals, maximizing the value of phosphate resources and establishing a comprehensive innovation chain [7]. - The company is also transitioning towards digital and intelligent production models, aiming for breakthroughs in various key areas, including the industrialization of lithium iron phosphate for new energy batteries [7]. - Looking ahead, XinYangFeng plans to continue its focus on innovation-driven and green development, targeting advanced fields such as new fertilizers, fine chemicals, and high-value utilization of phosphogypsum [9].

"1.4万亿斤到1.5万亿斤，多出的1000亿斤粮食必须依靠科技力量！"针对"十五五"规划建议中的粮 食产能提升目标，新洋丰农业科技股份有限公司执行总裁杨磊如是说。近日，中国经济网记者就"十五 五"规划建议中提出的"千亿斤粮食产能提升行动""发展壮大民营经济"等话题专访了新洋丰执行总裁杨 磊。 中国经济网："十五五"规划建议中明确提出"加力实施新一轮千亿斤粮食产能提升行动，增强粮食 等重要农产品供给保障能力"。也就是说我们的粮食产量要从1.4万亿斤增加到1.5万亿斤，作为重要农资 企业，新洋丰未来将为我们粮食增产要做出哪些努力？在科技和产品创新方面有哪些布局和举措？ 杨磊：粮食安全是"国之大者"，从1.4万亿斤迈向1.5万亿斤，这新增的千亿斤产能，必须依靠科技 的力量。作为磷复肥行业龙头，新洋丰在"十五五"期间将着力推进由传统的"肥料制造商"转型为"作物 营养解决方案提供者"，通过"产品+服务"双核驱动，为粮食增产保驾护航。 在产品与服务创新上，我们重点做好两件事： 第一，以科技创新为引擎，推动产品从"用肥多"向"用肥精"跨越。我们深知，未来的增产不能再依 赖化肥的过量投入，而要靠利用率的提升和土壤健康的恢复 ...

Core Viewpoint - The Chinese fertilizer industry has achieved significant reduction and efficiency improvements over the past decade, becoming a key example of sustainable agricultural transformation globally. Since the launch of the "Zero Growth Action for Fertilizer Use" in 2015, the national fertilizer application has decreased for nine consecutive years, from 60.23 million tons to 49.88 million tons, a reduction of 17.2% [1][13][35]. Group 1: Industry Transformation and Achievements - The fertilizer application rate for the three major grain crops has increased from 35% to 42.6%, indicating more scientific and precise fertilization methods [1][13]. - The total grain production in China has remained stable at over 1.3 trillion jin since 2015, with a projected first-time increase to over 1.4 trillion jin in 2024, further ensuring food security [1][13]. - The actions taken have cumulatively avoided approximately 126 million tons of fertilizer application from 2015 to 2024 [1][35]. Group 2: Policy and Market Mechanisms - The transformation of the fertilizer industry is a result of multiple policies and market mechanisms working in synergy, involving technological innovation, management optimization, and production structure adjustments [1][12]. - The "dual carbon" goals of the state are driving the fertilizer industry towards a green and low-carbon direction, facing complex challenges in balancing food security, environmental protection, and economic benefits [1][12]. Group 3: Global Context and Future Outlook - The process reflects not only domestic agricultural modernization but also provides reference value for global agricultural sustainable development [2]. - The fertilizer industry must explore more efficient and environmentally friendly development paths to support the dual goals of food security and ecological protection [2].

他建议重点从四方面寻求突破：一是加大研发投入，完善创新机制，着力构建以企业为主体、市场为导 向、产学研深度融合的技术创新体系，为应对成本压力提供系统性支撑;二是研发和应用绿色低碳技 术，积极应用高效转化、低压氨合成、新能源耦合降碳等先进工艺技术，提升余热余压利用效率，切实 降低能源消耗与碳排放强度，从源头缓解成本压力;三是加快数字化转型，推动大数据、人工智能等技 术在全流程智能化改造中的深度应用，通过提升运行效率降低人工与运维成本。 顾宗勤还指出，当前天然气氮肥行业正面临前所未有的挑战，行业转型升级迫在眉睫，标准引领势必发 挥关键作用。一方面，要积极推进《化肥行业单位产品能源消耗限额》等已发布国家标准的宣贯实施; 另一方面要加快完善行业绿色标准体系，并前瞻性布局一批新的标准。当前，亟待制定零碳工厂评价指 南和零废工厂技术要求等引领性标准，为行业绿色低碳转型提供技术依据和管理规范。 中化新网讯在日前于四川宜宾召开的2025年天然气原料合成氨、甲醇生产技术交流会上，中国氮肥工业 协会理事长顾宗勤在主旨报告中指出，受价格天花板与成本地板价的双重挤压，天然气氮肥企业普遍面 临"价格倒挂，成本承压"的严峻挑战。在此背景 ...

消费是经济增长的持久动力，而供应链的稳健是这一切的基础。面对"十五五"即将开启的新机遇，如何 进一步端牢"中国饭碗"？新洋丰给出的答案是：保持战略定力，筑牢"保供压舱石"。 新洋丰持续深化"创新驱动，绿色发展"。2025年，从新疆阿克苏基地辐射西北，到湖北宜昌循环经济产 业园掌控核心资源，再到安徽蚌埠新型肥料项目深耕华东市场，这一系列重大项目在全国范围内形成了 一张响应迅速的保供网，以强大的供应链韧性，确保第一时间将优质农资输送到最需要的地方，为国家 粮食安全保驾护航。 南海之滨，潮起博鳌。12月2日至5日，2025（第十届）企业家博鳌论坛在海南盛大举行。在"链接全 球，引领未来：'十五五'新机遇"的主题下，政府人士、专家学者、企业代表齐聚一堂，探寻中国经济 高质量发展的新路径。 磷复肥领军企业新洋丰（000902）应邀参会，并在3日举办的"国民共'拾'光——2025新消费发展论 坛"获得了"为国民仓廪实而生"殊荣，凭借四十余年对农业根基的坚守，新洋丰再立行业标杆。 荣誉加持：连接田间与餐桌的品质纽带 新华网（603888）党委书记、董事长储学军在论坛致辞中指出，中国消费市场正经历由品质升级驱动的 深刻变革， ...

Core Viewpoint - The stock of Jinzhengdai has shown a positive trend with a 6.12% increase year-to-date and significant gains over various short-term periods, indicating strong market performance despite recent net losses in profit [1][2]. Company Overview - Jinzhengdai Ecological Engineering Group Co., Ltd. was established on August 26, 1998, and listed on September 8, 2010. The company is based in Linshu County, Shandong Province, and specializes in a range of agricultural products including compound fertilizers, slow-release fertilizers, water-soluble fertilizers, biological fertilizers, and soil conditioners [1]. - The main revenue composition includes: conventional compound fertilizers (37.84%), phosphate fertilizers (24.73%), new-type fertilizers (20.86%), raw chemical fertilizers and others (16.38%), and other (0.18%) [1]. Financial Performance - As of September 30, 2025, Jinzhengdai reported a revenue of 7.319 billion yuan, reflecting a year-on-year growth of 14.44%. However, the net profit attributable to shareholders was a loss of 29.4764 million yuan, a decrease of 116.36% compared to the previous period [2]. - The company has cumulatively distributed 1.227 billion yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 1.55% to 68,600, while the average circulating shares per person increased by 1.58% to 47,922 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 21.7362 million shares, an increase of 2.3025 million shares from the previous period [3]. Market Activity - On November 13, the stock price of Jinzhengdai rose by 2.46%, reaching 2.08 yuan per share, with a trading volume of approximately 90.099 million yuan and a turnover rate of 1.34%. The total market capitalization stands at 6.835 billion yuan [1]. - The stock has experienced a 6.67% increase over the last five trading days, an 18.86% increase over the last 20 days, and a 20.23% increase over the last 60 days [1]. Capital Flow - In terms of capital flow, there was a net outflow of 669,800 yuan from main funds, with large orders accounting for 20.24% of purchases and 23.07% of sales [1].

Core Viewpoint - The stock of Jinzhengdai has shown a positive trend recently, with a notable increase in trading volume and a slight recovery in share price after a year-to-date decline [1][2]. Group 1: Stock Performance - On November 6, Jinzhengdai's stock rose by 2.13%, reaching 1.92 CNY per share, with a trading volume of 1.02 billion CNY and a turnover rate of 1.63%, resulting in a total market capitalization of 6.309 billion CNY [1]. - Year-to-date, the stock price has decreased by 2.04%, but it has increased by 7.26% over the last five trading days, 9.71% over the last 20 days, and 10.98% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Jinzhengdai reported a revenue of 7.319 billion CNY, reflecting a year-on-year growth of 14.44%. However, the net profit attributable to shareholders was -29.4764 million CNY, a decrease of 116.36% compared to the previous year [2]. - Since its A-share listing, Jinzhengdai has distributed a total of 1.227 billion CNY in dividends, with no dividends paid in the last three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Jinzhengdai was 68,600, a decrease of 1.55% from the previous period. The average number of circulating shares per person increased by 1.58% to 47,922 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 21.7362 million shares, which is an increase of 2.3025 million shares from the previous period [3].

Core Viewpoint - The 2025 China Phosphate and Compound Fertilizer Industry Exhibition showcased Xinyangfeng Agricultural Technology Co., Ltd. as a leader in promoting agricultural green transformation and high-quality development through innovative products and systematic service solutions [1][8]. Group 1: Innovative Products - Xinyangfeng presented its "4+N" core products, focusing on "efficiency, specialization, environmental protection, and functionality," including high-value crop-specific fertilizers and upgraded sulfur-based compound fertilizers [1][9]. - The company's products were noted for their stability and quality, with positive feedback from attendees highlighting their non-caking properties [1]. Group 2: Interactive Demonstrations - The interactive trial area at the exhibition featured experiments demonstrating the quick dissolution of the bio-organic fertilizer "Yangfeng Dou" and the unique soil pH adjustment capabilities of the upgraded sulfur-based compound fertilizer "Yangfeng Supreme" [4][6]. Group 3: Research and Development - Xinyangfeng has established a comprehensive innovation system from product development to industrialization, supported by research bases in Jingmen and Beijing [7]. - The company emphasizes strict field trial validations, with multiple technical indicators exceeding national standards, reflecting its commitment to R&D investment and technological innovation [7]. Group 4: Industry Recognition - The exhibition attracted notable leaders and experts who praised Xinyangfeng's practices in driving green development through technological innovation [8][10]. - The company aims to enhance quality and efficiency by transitioning fertilizers from generic to functional types and upgrading production processes to be greener and smarter [9]. Group 5: Technical Services and Training - Xinyangfeng has built a professional technical service team of over 200 members, conducting over 10,000 training sessions and market observation meetings in 2024, benefiting over 610,000 participants [11]. - The company received accolades for its digital transformation and brand communication efforts, winning the "Traffic King" title in multiple categories [11]. Group 6: Future Outlook - Xinyangfeng plans to continue its commitment to green development and deepen its "three doubles and one more" strategy, focusing on ongoing technological innovation and service upgrades to contribute to agricultural modernization and food security [11].

Core Insights - The 2025 China Phosphate and Compound Fertilizer Industry Exhibition, themed "Innovative Development, Green Future," was held from November 4 to 6 in Nanjing, showcasing the leading role of Xinyangfeng Agricultural Technology Co., Ltd. in promoting agricultural green transformation and high-quality development [1] Group 1: Innovative Products and Competitive Edge - Xinyangfeng presented its "4+N" core products focused on "efficiency, specialization, environmental protection, and functionality," including high-value crop-specific fertilizers and upgraded sulfur-based compound fertilizers, attracting significant attention from attendees [2] - The company's products were noted for their stability and quality, with a dealer highlighting the non-caking feature and consistent quality as key trust factors [2] Group 2: Interactive Demonstrations and Research - The interactive experiment area at Xinyangfeng's booth demonstrated the superior solubility of its biological organic fertilizer and the unique soil pH adjustment capabilities of its upgraded sulfur-based compound fertilizer [6][8] - Xinyangfeng has established a comprehensive innovation system from product development to industrialization, supported by its research bases in Jingmen and Beijing, with products exceeding national standards [8] Group 3: Leadership and Industry Recognition - Notable leaders and experts visited Xinyangfeng's booth, praising the company's technology-driven green development practices and encouraging its continued leadership in the industry [9] - The company emphasized quality improvement and efficiency enhancement through product innovation and service upgrades, aiming to transition fertilizers from generic to functional types [11] Group 4: Training and Digital Transformation - Xinyangfeng has built a professional technical service team of over 200 members, conducting over 10,000 training sessions in 2024, benefiting more than 610,000 farmers [13] - The company received accolades for its digital transformation efforts, with multiple platforms recognized as "Traffic Kings" in the agricultural service sector [13] Group 5: Future Directions - As the phosphate and compound fertilizer industry faces multiple challenges, Xinyangfeng aims to continue its commitment to green development and enhance its strategic initiatives through ongoing technological innovation and service upgrades [13]