11月21日，长青股份跌5%，截至发稿，报6.08元/股，成交5723.07万元，换手率1.99%，总市值39.50亿 元。长青股份股价已经连续3天下跌，区间累计跌幅4.62%。 资料显示，江苏长青农化股份有限公司位于江苏省扬州市江都区文昌东路1006号，成立日期2001年1月4 日，上市日期2010年4月16日，公司主营业务涉及化学农药的生产、销售,目前产品包括除草剂、杀虫 剂、杀菌剂等三大系列共18种原药、69种制剂。主营业务收入构成为：除草剂50.88%，杀虫剂 37.75%，杀菌剂8.34%，服务业1.77%，其他0.87%，调节剂0.39%。 从基金十大重仓股角度 霍顺朝累计任职时间2年227天，现任基金资产总规模162.51亿元，任职期间最佳基金回报30.93%， 任 职期间最差基金回报0.48%。 叶天垚累计任职时间227天，现任基金资产总规模21.96亿元，任职期间最佳基金回报2.97%， 任职期间 最差基金回报0.05%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 ...

多年攻坚下，他攻克11步反应的复杂合成路线难题，研发的除草剂、杀虫剂、杀菌剂等 农药品类，被完整保存在办公室电脑里。通过与山东、江苏、湖北等地企业深度合作，他成 功将国外优质农药的生产工艺本土化，推动多项技术实现产业化，打破了大众对农药"高毒 低效"的固有偏见。 从阳离子光引发剂到低毒高效农药，从3000元小项目到3000万大业绩，从实验室到生产 线，刘安昌用二十年坚守践行着科研工作者的使命。如今，已届花甲的他仍奋战在科研一 线，谈及未来，他表示团队将持续迭代技术成果，让更多实验室里的创新突破，成为赋能地 方经济发展的坚实力量。 编辑：熊展平 这份"让科研落地"的初心，早在2000年就已扎根。彼时还在华中科技大学读博的刘安 昌，一篇科研论文被苏州一家农药企业关注，随后促成了一笔3000元的小型合作。"看着自 己的研究能造福社会，那种成就感无可替代。"正是这次经历，让他坚定了"科研要对接市场 需求"的方向。 科研之路从非一帆风顺，却总有诚意与坚持照亮前路。2008年冬天，刘安昌与温州一家 企业负责人约定洽谈合作，突遇大雪导致火车停运，对方竟辗转乘船赶往他的江西老家赴 约。这份赤诚让刘安昌深受触动，也让他在农药领 ...

Core Viewpoint - The company is expanding its product chain and enhancing its competitive capabilities in the industry through the acquisition of a 70% stake in He Yu Tai from Xin He Bio, which is expected to be completed by November 18, 2025 [1] Group 1: Acquisition Details - The acquisition will be financed through self-owned funds and a bank loan amounting to 153.86 million yuan [1] - After the acquisition, He Yu Tai will become a controlled subsidiary of the company and will be included in the consolidated financial statements [1] Group 2: Strategic Importance - The acquisition aligns with the company's established development strategy of vertically extending its industrial chain [1] - The target company has extensive experience in the agrochemical sector, with a diverse product portfolio including herbicides, fungicides, and plant growth regulators, showcasing certain advantages in products, technology, and market presence [1] Group 3: Market Entry Advantages - The target company has successfully obtained registration certificates for multiple pesticide active ingredients in key domestic and overseas markets [1] - Directly acquiring the target company allows the listed company to bypass lengthy and costly pesticide registration processes, saving at least 2-3 years in registration time and enabling quicker market entry to seize opportunities [1]

资料显示，南通泰禾化工股份有限公司位于上海市长宁区临虹路365号北5座，成立日期2004年4月29 日，上市日期2025年4月11日，公司主营业务涉及农药产品以及功能化学品的研发、生产和销售。主营 业务收入构成为：除草剂43.14%，杀菌剂37.30%，功能化学品9.98%，其他9.57%。 截至11月10日，泰禾股份股东户数1.28万，较上期增加3.62%；人均流通股2989股，较上期减少3.49%。 2025年1月-9月，泰禾股份实现营业收入38.90亿元；归母净利润3.67亿元，同比增长120.56%。 11月17日，泰禾股份涨1.34%，成交额2.12亿元。两融数据显示，当日泰禾股份获融资买入额1835.27万 元，融资偿还2650.61万元，融资净买入-815.34万元。截至11月17日，泰禾股份融资融券余额合计 8504.12万元。 融资方面，泰禾股份当日融资买入1835.27万元。当前融资余额8504.12万元，占流通市值的6.99%。 融券方面，泰禾股份11月17日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量0.00股，融券余额0.00元。 分红方面 ...

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 - Runfeng Co., Ltd. has shown a mixed performance in terms of stock trading and financial results, with significant growth in revenue and net profit, but a decline in stock price and net buying in margin trading [1][2]. Group 1: Stock Performance - On November 14, Runfeng Co., Ltd. experienced a stock price decline of 1.24%, with a trading volume of 55.46 million yuan [1]. - The margin trading data indicates a net margin buy of -0.93 million yuan on the same day, with a total margin balance of 1.87 billion yuan [1]. - The current margin balance of 1.86 billion yuan represents 0.92% of the circulating market value, which is above the 50th percentile level over the past year, indicating a relatively high level [1]. Group 2: Financial Performance - For the period from January to September 2025, Runfeng Co., Ltd. achieved a revenue of 10.91 billion yuan, reflecting a year-on-year growth of 11.51% [2]. - The net profit attributable to the parent company for the same period was 890 million yuan, showing a substantial year-on-year increase of 160.49% [2]. Group 3: Shareholder and Dividend Information - Since its A-share listing, Runfeng Co., Ltd. has distributed a total of 1.37 billion yuan in dividends, with 992 million yuan distributed over the past three years [3]. - As of September 30, 2025, the number of shareholders decreased by 2.90% to 6,630, while the average circulating shares per person increased by 2.99% to 42,284 shares [2][3]. - Among the top ten circulating shareholders, several institutions have adjusted their holdings, with notable decreases in shares held by some funds [3].

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 Points - On November 12, Taihe Co., Ltd. experienced a decline of 1.65% in stock price, with a trading volume of 91.42 million yuan [1] - The financing data for Taihe on the same day showed a financing purchase amount of 8.13 million yuan and a financing repayment of 8.92 million yuan, resulting in a net financing outflow of 0.79 million yuan [1] - As of November 12, the total margin balance for Taihe was 85.12 million yuan, accounting for 7.20% of its market capitalization [1] Financing and Margin Data - The financing purchase on November 12 was 8.13 million yuan, while the current financing balance stands at 85.12 million yuan [1] - No shares were sold or repaid in the securities lending segment on November 12, with a total of 0 shares and 0 yuan in margin balance [1] Company Overview - Taihe Co., Ltd. is located in Changning District, Shanghai, and was established on April 29, 2004, with its listing date set for April 11, 2025 [1] - The company specializes in the research, production, and sales of pesticide products and functional chemicals, with revenue composition as follows: herbicides 43.14%, fungicides 37.30%, functional chemicals 9.98%, and others 9.57% [1] Financial Performance - For the period from January to September 2025, Taihe reported a revenue of 3.89 billion yuan and a net profit attributable to shareholders of 367 million yuan, reflecting a year-on-year growth of 120.56% [1] Shareholder Information - As of November 10, the number of shareholders for Taihe was 12,800, an increase of 3.62% from the previous period, with an average of 2,989 circulating shares per person, a decrease of 3.49% [1] - Since its A-share listing, Taihe has distributed a total of 270 million yuan in dividends [2] - As of September 30, 2025, Hong Kong Central Clearing Limited was the sixth largest circulating shareholder, holding 230,200 shares, a decrease of 171,700 shares from the previous period [2]

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 ...