证券之星消息，8月15日农化制品板块较上一交易日上涨1.42%，贝斯美领涨。当日上证指数报收于 3696.77，上涨0.83%。深证成指报收于11634.67，上涨1.6%。农化制品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300796 | 贝斯美 | 11.78 | 5.27% | 40.31万 | 4.68亿 | | 600331 | 宏达股份 | 10.48 | 4.59% | 50.39万 | 5.19亿 | | 600141 | 兴发集团 | 25.08 | 4.50% | 21.03万 | 5.20亿 | | 000422 | 湖北宣化 | 13.65 | 4.20% | - 41.37万 | 5.63亿 | | 600389 | 江山股份 | 22.46 | 4.08% | 8.73万 | 1.92亿 | | 600731 | 湖南海利 | 8.23 | 3.78% | 34.96万 | 2.86亿 | | 600596 | 新安股份 | 10.02 | ...

Core Viewpoint - The glyphosate sector is experiencing unexpected price increases during the traditional off-season, driven by strong foreign trade orders and limited supply [1] Industry Summary - As of August 20, the glyphosate sector saw an overall increase of 0.91%, with notable performances from Jiangshan Co. and *ST Hanyue, which hit the daily limit, and Xin'an Chemical and Xingfa Group, which rose by 7.26% and 5.98% respectively [1] - Analyst Yang Lin from Southwest Securities noted that July is typically a demand off-season for glyphosate in China, yet prices have shown resilience, indicating a second wave of price increases [1] - The current supply situation is tight due to a high volume of pre-sold orders and maintenance plans from some manufacturers, leading to reduced supply capacity [1] - The overall supply capability in the industry remains constrained, with expectations for continued tightness in the short term, suggesting a bullish outlook for glyphosate prices [1] Company Summary - Companies to watch in the glyphosate sector include Yangnong Chemical, Jiangshan Co., Xingfa Group, Xin'an Chemical, and Guangxin Co., as they are expected to benefit from the rising prices [1]

通过天眼查大数据分析，南通江山农药化工股份有限公司共对外投资了18家企业，参与招投标项目397 次，知识产权方面有商标信息463条，专利信息244条，此外企业还拥有行政许可251个。 来源：金融界 江山股份最新一期业绩显示，截至2025一季报，公司营业总收入17.46亿元、同比增长10.15%，归属净 利润1.56亿元，同比增长89.10%，扣非净利润1.50亿元，同比增长88.29%，流动比率1.357、速动比率 1.095、资产负债率52.11%。 天眼查商业履历信息显示，南通江山农药化工股份有限公司，成立于1990年，位于南通市，是一家以从 事化学原料和化学制品制造业为主的企业。企业注册资本43065万人民币，实缴资本11877.13万人民 币。公司法定代表人为王利。 金融界消息 截至2025年8月12日收盘，江山股份（600389）报收于21.71元，下跌0.73%，换手率 1.24%，成交量5.34万手，成交金额1.15亿元。 资金流向方面，今日主力资金净流出1707.33万元，占比成交额14.81%。其中，超大单净流出1492.63万 元、占成交额12.95%，大单净流出214.70万元、占成交额 ...

南通江山农药化工股份有限公司 （股票代码 600389） 参会须知 为维护投资者的合法权益，确保股东大会的正常秩序和议事效率，根据《公 司法》 《证券法》 《公司章程》和《股东大会议事规则》的相关规定，特制定如下 参会须知，望出席股东大会的全体人员严格遵守。 会务接待工作，希望拟参加本次股东大会现场会议的各位股东配合公司做好提前 登记工作，并请登记出席股东大会的各位股东准时出席会议。 人）的合法权益，除出席会议的股东（或股东代理人）、公司董事、监事、董事 会秘书、高级管理人员、公司聘任律师及董事会邀请的人员外，公司有权依法拒 绝其他人员进入会场。 义务和遵守有关规则。对于干扰股东大会秩序和侵犯其他股东合法权益的，将报 告有关部门处理。 大会主持人许可后，方可发言或提出问题。股东要求发言时不得打断会议报告人 的报告或其他股东的发言，也不得提出与本次股东大会议案无关的问题。大会表 决时，将不进行发言。 回答。如涉及的问题比较复杂，可以在股东大会结束后作出答复。 益的质询，大会主持人或相关负责人有权拒绝回答。 员参加监票、清点，各位股东在表决票上签名。 南通江山农药化工股份有限公司 会议时间：2025 年 8 月 ...

1、为能及时统计出席会议的股东（股东代理人）所代表的持股总数，做好 会务接待工作，希望拟参加本次股东大会现场会议的各位股东配合公司做好提前 登记工作，并请登记出席股东大会的各位股东准时出席会议。 2、为保证股东大会的严肃性和正常秩序，切实维护与会股东（或股东代理 人）的合法权益，除出席会议的股东（或股东代理人）、公司董事、监事、董事 会秘书、高级管理人员、公司聘任律师及董事会邀请的人员外，公司有权依法拒 绝其他人员进入会场。 南通江山农药化工股份有限公司 （股票代码 600389） 2025 年第二次临时股东大会会议资料 2025 年第二次临时股东大会会议资料 参会须知 为维护投资者的合法权益，确保股东大会的正常秩序和议事效率，根据《公 司法》《证券法》《公司章程》和《股东大会议事规则》的相关规定，特制定如下 参会须知，望出席股东大会的全体人员严格遵守。 3、股东参加股东大会，依法享有发言权、表决权等各项权利，并履行法定 义务和遵守有关规则。对于干扰股东大会秩序和侵犯其他股东合法权益的，将报 告有关部门处理。 4、股东大会召开期间，股东可以发言。股东要求发言时可先举手示意，经 大会主持人许可后，方可发言或提出 ...

Summary of Glyphosate Industry Conference Call Industry Overview - The glyphosate industry in China has stabilized its production capacity at approximately 810,000 tons since 2022, with a production of 362,000 tons from January to July 2025, reflecting a slight year-on-year increase of 0.2% and an operating rate of about 77% [1][2][3] - China accounts for nearly 70% of the global glyphosate production capacity, with major players including Monsanto and several Chinese listed companies [1][2][4] Key Insights and Arguments - The domestic glyphosate industry has seen increased concentration due to environmental inspections and supply-side reforms, limiting new capacity additions [1][2] - New projects include a joint venture between Jiangshan Co. and Wengfu Group for a 100,000-ton project and a 500,000-ton project planned by Hebang Biotechnology, expected to strengthen China's market position [1][3] - Glyphosate's primary downstream demand comes from agricultural use, accounting for over 90%, benefiting from the promotion of genetically modified crops and stable overseas demand [1][2][3] - Exports from China to the US, Brazil, Russia, and India saw a year-on-year increase of 14.2% in volume and 11.1% in value from January to June 2025 [1][3] Price Trends - Glyphosate prices reached a historical high of 80,000 yuan/ton in early 2022 due to rising costs from upstream raw materials, followed by a decline to around 30,000 yuan/ton as supply recovered and demand fell [7] - Since the second quarter of 2025, prices have been rising again, with an average of 25,808 yuan/ton in the third quarter, driven by increased export orders [7][8] Future Supply and Demand Balance - From 2025 to 2027, the domestic glyphosate industry is expected to see limited new capacity, maintaining a balanced supply-demand structure despite a projected annual increase in export demand of about 10,000 tons [8] - The industry is anticipated to experience a bottom reversal and sustained positive development due to stable demand growth driven by the promotion of genetically modified crops and the replacement of highly toxic pesticides [5][6][10] Competitive Landscape - Key competitors in the glyphosate market include Xingfa Group, Xin'an Chemical, Jiangshan Co., and Hebang Biotechnology, with Xingfa Group leading in production scale and profitability [9][10] - The competitive environment is expected to improve due to the optimization of the competitive landscape and stable demand growth [10] Investment Outlook - Short-term performance of related companies is expected to improve significantly due to rising export orders and decreasing inventory levels [10] - Long-term prospects remain positive, with a potential bottom reversal in the industry, making Xingfa Group a top pick, along with Xin'an Chemical, Jiangshan Co., and Hebang Biotechnology benefiting from the industry recovery [10]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The chlor-alkali industry is experiencing a recovery in profitability, driven by a tightening supply of glyphosate and glufosinate, leading to price increases [4][20] - The "anti-involution" policy is expected to be a key focus in 2025 and beyond, aiming to optimize the competitive landscape in the chemical industry [26] Summary by Sections Industry Trends - The chemical industry index outperformed the CSI 300 index by 1.1% this week, with 76.7% of the 545 tracked stocks showing weekly gains [17] - The average price of glyphosate increased to 26,399 CNY/ton, a rise of 0.37% from the previous week, while glufosinate also saw a price increase [21][22] Key Products Tracking - Urea and potassium chloride prices have risen, while phosphorite and phosphates remain stable [52] - The average price of urea reached 1,780 CNY/ton, up 0.62% from the previous week, driven by improved market sentiment [52][54] Recommended and Beneficiary Stocks - Recommended stocks include leading chemical companies such as Wanhua Chemical, Hualu Hengsheng, and Hengli Petrochemical [6][26] - Beneficiary stocks include companies like Jiangshan Co., Ltd. and Hebei New Chemical Materials [24][27]

证券之星消息，8月5日农化制品板块较上一交易日上涨0.34%，丰山集团领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。农化制品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603810 | 丰山集团 | 17.27 | 3.85% | 3.14万 | 5362.57万 | | 002734 | 利民股份 | 21.88 | 2.87% | 59.84万 | 12.96ZZI | | 000422 | 湖北宣化 | 13.54 | 2.19% | 27.13万 | 3.63亿 | | 000902 | 新洋丰 | 14.40 | 1.91% | 10.80万 | 1.55亿 | | 300387 | 富邦科技 | 9.54 | 1.81% | 9.53万 | 9061.10万 | | 002545 | 东方铁塔 | 9.86 | 1.75% | 11.65万 | 1.15亿 | | 002470 | 金正大 | 1.7 ...

Group 1 - The core viewpoint is that CICC has initiated coverage on Nantong Jiangshan Chemical Co., Ltd. with an "Outperform" rating [1] - The target price is set at 28.66 yuan, indicating a potential upside of 32% from the stock's latest price [1]

证券之星消息，8月1日农化制品板块较上一交易日下跌0.02%，江山股份领跌。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。农化制品板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002250 | 联化科技 | 11.05 | 6.76% | 171.90万 | 18.88亿 | | 300505 | 川金诺 | 21.60 | 3.90% | 44.15万 | 9.72亿 | | 600227 | 赤大化 | 2.48 | 3.77% | 68.08万 | 1.70亿 | | 600486 | 扬农化工 | 67.95 | 2.91% | - 4.95万 | 3.32亿 | | 001231 | 农心科技 | 21.11 | 2.58% | 1.76万 | 3687.92万 | | 600731 | 湖南海利 | 7.84 | 2.48% | 48.97万 | 3.92亿 | | 603585 | 苏利股份 | 19.2 ...