业务进展情况 公司于2025年12月22日董事会审议通过2026年工作计划，包括开展衍生品套期保值业务(预计任一交易 日最大合约价值不超过50亿美元)和日常关联交易预计(总额不超过315,293万元)，相关议案已提交股东 大会审议。股东大会于2026年1月13日召开，审议结果需以公司后续公告为准。 以上内容基于公开资料整理，不构成投资建议。 经济观察网安道麦A（000553）计划于2026年3月26日收市后披露2025年年度报告。此前公司业绩预告 显示，预计2025年归母净利润亏损8.73亿元至12.33亿元，较2024年有所减亏。公司2026年工作计划已获 董事会通过，包括开展衍生品套期保值业务及日常关联交易预计，相关议案已提交股东大会审议。 业绩经营情况 公司计划于2026年3月26日收市后上传2025年年度报告，届时将公布完整的财务业绩数据，包括销售 额、净利润等关键指标。该报告基于2026年1月29日发布的业绩预告，其中预计2025年归母净利润亏损 8.73亿元至12.33亿元，同比2024年减亏。 ...

证券日报网讯2月5日，安道麦A（000553）在互动平台回答投资者提问时表示，截至2026年1月30日， 公司A股股东人数为25814户。 ...

Market Performance - The agricultural chemical sector increased by 0.17% on February 4, with Jinzhengdai leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Individual Stock Performance - Jinzhengdai (002470) closed at 2.03, up 5.73% with a trading volume of 1.79 million shares and a transaction value of 361 million yuan [1] - Hongtaiyang (000525) closed at 5.89, up 4.43% with a trading volume of 393,200 shares and a transaction value of 233 million yuan [1] - Hongda Co. (600331) closed at 16.43, up 2.88% with a trading volume of 761,800 shares and a transaction value of 1.236 billion yuan [1] - Yabeng Chemical (300261) closed at 7.10, up 2.60% with a trading volume of 285,200 shares and a transaction value of 203 million yuan [1] - Other notable stocks include Chitianhua (600227), Yuntu Holdings (002539), and Sichuan Meifeng (000731), all showing positive gains [1] Capital Flow Analysis - The agricultural chemical sector experienced a net outflow of 192 million yuan from institutional investors, while retail investors saw a net inflow of 212 million yuan [2] - The overall net outflow from retail investors was 20.05 million yuan [2] Detailed Capital Flow for Selected Stocks - Salt Lake Co. (000792) had a net inflow of 89.5 million yuan from institutional investors, while retail investors experienced a net outflow of 54.6 million yuan [3] - Jinzhengdai (002470) saw a net inflow of 35.3 million yuan from institutional investors, with retail investors facing a net outflow of 24.0 million yuan [3] - Other stocks like Yuntu Holdings (002539) and Hongtaiyang (000525) also showed varying capital flows, with significant net outflows from retail investors [3]

汇添富量化选股混合A（018440）成立日期2023年6月6日，最新规模1926.58万。今年以来收益9.42%， 同类排名1933/9000；近一年收益29.85%，同类排名4217/8193；成立以来收益15.06%。 汇添富量化选股混合A（018440）基金经理为王星星。 截至发稿，王星星累计任职时间2年220天，现任基金资产总规模42.86亿元，任职期间最佳基金回报 91.82%， 任职期间最差基金回报7.66%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 2月2日，安道麦A跌5.3%，截至发稿，报5.90元/股，成交6423.41万元，换手率0.49%，总市值137.46亿 元。 资料显示，安道麦股份有限公司位于湖北省荆州市北京东路93号，成立日期1998年3月27日，上市日期 1993年12月3日，公司主营业务涉及农药原药和农药中间体产品的研发、生产和销售。主营业务收入构 成为：除草剂43.89%，杀虫剂26.05 ...

Group 1: Profit Forecasts - Dongcai Technology expects a net profit of approximately 300 million yuan for 2025, representing a year-on-year increase of about 65.73% [1] - Aerospace Electronics anticipates a net profit of 192 million to 247 million yuan for 2025, a decrease of 55% to 65% year-on-year [2] - Oulai New Materials forecasts a loss of 33 million to 48 million yuan for 2025, compared to a profit of 28.17 million yuan in the previous year [3] - Jiu Ding New Materials projects a net profit of 85 million to 98 million yuan for 2025, reflecting a year-on-year increase of 187.68% to 231.68% [5] - Chuan Yi Technology expects a net profit of 78 million to 103 million yuan for 2025, reversing a loss of 73.47 million yuan from the previous year [6] - Ju Yi Technology anticipates a net profit of 70 million to 105 million yuan for 2025, representing a year-on-year increase of 228.36% to 392.54% [7] - ST Xifa forecasts a net profit of 110 million to 160 million yuan for 2025, a year-on-year increase of 319.91% to 510.77% [19] - Light Media expects a net profit of approximately 1.5 billion to 1.9 billion yuan for 2025, reflecting a year-on-year increase of 413.67% to 550.65% [34] - Tianqi Lithium anticipates a profit of 369 million to 553 million yuan for 2025, compared to a loss of 7.905 billion yuan in the previous year [31] Group 2: Loss Forecasts - Star Ring Technology expects a loss of 220 million to 250 million yuan for 2025, with a projected revenue of 420 million to 450 million yuan, a year-on-year increase of 13.06% to 21.13% [9] - Filinger anticipates a loss of 65 million to 85 million yuan for 2025, compared to a loss of 37.31 million yuan in the previous year [10] - Jiahe Meikang forecasts a loss of 240 million to 280 million yuan for 2025, compared to a loss of 256 million yuan in the previous year [11] - Light Textile City expects a loss of 15 million to 22.5 million yuan for 2025 [23] - Ailon Technology anticipates a profit of 14.96 million to 22.44 million yuan for 2025, reversing a loss of 21.70 million yuan from the previous year [24] - ST Yun Chuang forecasts a loss of 139 million to 149 million yuan for 2025, with projected revenue of 53.5 million to 57.5 million yuan, a year-on-year increase of 6.15% to 14.09% [42] - Meike Home expects a loss of 1.2 billion to 1.8 billion yuan for 2025, compared to a loss of 864 million yuan in the previous year [36] Group 3: Shareholder Actions - Huafeng Chemical announced that shareholders plan to reduce their holdings by no more than 0.73% of the company's shares [8] - Naxinwei disclosed that shareholders plan to reduce their holdings by no more than 1.75% of the company's shares [12] - Shikong Technology announced that a shareholder plans to reduce their holdings by no more than 3% of the company's shares [13] - Yandong Micro disclosed that a shareholder plans to reduce their holdings by no more than 1% of the company's shares [37] - Daily Interaction announced that shareholders plan to reduce their holdings by no more than 0.135% of the company's shares [41]

每经AI快讯，安道麦A1月29日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润亏损8.73 亿元~12.33亿元。基本每股收益亏损0.529元~0.3746元。上年同期归属于上市公司股东的净利润亏损 29.03亿元。基本每股收益亏损1.2461元。业绩变动主要原因是，销售额公司预计2025年全年销售额以人 民币计算较2024年同比减少0%~3%，以美元计算同比减少1%~4%。销售价格走低；公司落实战略决策 优化产品组合和区域市场布局，并停止销售部分基础化工产品；以及土耳其在2025年第一季度销售额同 比大幅下降。价格持续疲软的主要原因是原药供过于求导致其价格滞留低位区间，加之海外市场普遍高 息，且大宗农产品价格处于低位，使经销商与农户承受压力。 每经头条（nbdtoutiao）——水贝黄金平台"杰我睿"兑付危机调查：40倍杠杆对赌，金价越涨平台越 亏！老板自称"还在深圳"，投资者：兑付方案本金打两折，无法接受 （记者 曾健辉） ...

证券代码：000553（200553） 证券简称：安道麦 A（B） 公告编号：2026-3 号 安道麦股份有限公司 关于计提资产减值准备的公告 亿元人民币（约合 3,500 万美元）的减值。减值的计提是基于对资产账面净值和可回 收金额的评估而做出的。 存货跌价的依据和说明 固定资产减值的依据和说明 公司及下属子公司在每个资产负债表日评估是否存在固定资产可能发生减值的因 素。如果存在此类因素显示固定资产可能发生减值，则需估算相应资产的可收回金额 （可收回金额在相应资产的公允价值减去处置费用后的净额与未来预计可从该资产获 得现金流量的现值之间取其高者）。如果可收回金额低于资产负债表中的资产净成本， 则意味着公司需进行资产减值准备。 2025 年，作为"奋进"转型计划的一部分，公司进一步明确并推行提升运营效率、 聚焦高效能设施的战略方向，在此过程中预计对运营效率较低的固定资产计提约 2.47 根据《企业会计准则》要求，安道麦股份有限公司（以下简称"公司"）针对 2025 年全年预计计提资产与信用减值损失，共计约 5.48 亿元人民币（约合 7,700 万美 元）。计提减值主要为公司针对部分固定资产和存货进行一次性资 ...

公司预计2025年全年调整后EBITDA及其利润率较2024年同期将实现同比增长。调整后EBITDA 及其利润率的提升源于公司毛利与毛利率的增长，主要原因是通过提升运营效率实现成本节降，以 及存货成本降低，这些积极因素抵消了价格走低的影响。 相较2024年同期净亏损2.06亿美元，公司预计2025年全年调整后净利润为400万美元至5,400万美 元。调整后净利润转正主要源于调整后营业利润提升，以及调整后税项费用和财务费用减少。 | 调整后净利润 | 2025年全年预计 | 2024年全年 | | --- | --- | --- | | 归属于上市公司股东的净利润（亏损）（百万美元） | 4-54 | (206) | | 每股收益（美元） | 0.0016-0.0231 | (0.0885) | | 归属于上市公司股东的净利润（亏损）（百万人民币） | 25-385 | (1,468) | | 每股收益（人民币） | 0.0107-0.1651 | (0.6302) | 安道麦发布 2025 年全年业绩预测 中国北京及以色列特拉维夫，2026 年 1 月 29 日 – 安道麦股份有限公司（以下简称"公司"，深 ...

证券代码：000553（200553） 证券简称：安道麦 A（B） 公告编号：2026-2 号 安道麦股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 | 项 目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市公司 股东的净利润 | 亏损：12.33 亿元 – 8.73 亿元 | 亏损：29.03 亿元 | | 扣除非经常性损 益后的净利润 | 亿元 亿元 亏损：15.23 – 11.63 | 亿元 亏损：30.25 | | 基本每股收益 | 亏损：0.5290 元/股 – 0.3746 元/股 | 亏损：1.2461 元/股 | | 营业收入 | 亿元 285.11 亿元-293.79 | 亿元 294.88 | | 扣除后营业收入* | 亿元 284.53 亿元-293.20 | 亿元 294.36 | 注：上述"非经常性损益"的定义请见《公开发行证券的公司信息披露解释性公告第 1 号——非经常性损益》。 *"扣除后营业收入"是指扣除与主营业务无关的业务收入和不具备商业实质的收入之 ...

Core Viewpoint - The article discusses the impact of the upcoming export tax rebate cancellation on various companies in the glyphosate industry, highlighting their strategies to mitigate cost pressures and capitalize on market opportunities. Group 1: Company Strategies and Advantages - Xingfa Group, a leading player in the phosphate chemical industry, benefits from a complete supply chain and cost control, allowing it to quickly pass on cost pressures post-export tax rebate cancellation [1][19] - Yangnong Chemical, a leader in the biorational pesticide sector, plans to shift towards high-value formulation exports, leveraging its strong overseas registration and channel networks [2][20] - Hebang Biotechnology has a high self-sufficiency rate in raw materials, which helps it mitigate cost increases and capture orders during overseas inventory replenishment cycles [3][19] - Runfeng Co., a prominent pesticide exporter, can quickly adjust its product structure to high-value formulations, benefiting from its global partnerships and supply chain flexibility [4][20] - Xin'an Chemical, known for its integrated production model, significantly reduces costs and enhances flexibility in price transmission through its dual production of organic silicon and glyphosate [5][21] Group 2: Market Position and Growth Potential - Taihe Co. focuses on raw material production and aims to expand its market share by optimizing production costs and enhancing its domestic formulation market presence [6][22] - Andermatt Biocontrol, a global leader in pesticide formulations, plans to leverage its strong R&D capabilities and global network to maintain market leadership post-tax rebate changes [7][24] - Lier Chemical, with a complete R&D and production system, aims to enhance its market position through technological upgrades and a stable raw material supply chain [8][25] - Nopson, a leading pesticide formulation company, is expected to strengthen its domestic market position by quickly adapting to changes in export pressures [9][26] - Jiangshan Co., a top glyphosate producer, is positioned to benefit from its scale and technological advantages, allowing it to consolidate market share amid industry restructuring [10][28] Group 3: Industry Trends and Challenges - The glyphosate industry is experiencing consolidation, with companies poised to capture market share from smaller players exiting the market due to increased competition and regulatory pressures [11][29] - Companies are focusing on technological advancements and product iterations to address challenges such as glyphosate resistance and to enhance their competitive edge [12][30] - The shift towards high-value formulations and domestic market focus is a common strategy among companies to mitigate the impact of the export tax rebate cancellation [13][34]