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Dongxing: The supply and demand pattern of the chemical Industry is expected to improve, and the prosperity level in 2025 is likely to rebound from the bottom.
Looking ahead to 2025, with expectations of improved supply and a recovery in demand, the chemical Industry is expected to experience marginal warming, and there are good investment opportunities in certain subfields.
A-shares related to Glyphosate have risen, with ADAMA Ltd. reaching the daily limit.
Gelonghui, December 18｜ADAMA Ltd. hit the ceiling, with Jiangsu Yangnong Chemical, Shandong Shengli, Zhongnong United, Anhui Guangxin Agrochemical and others leading in growth.
Express News | Jiangsu Yangnong Chemical: Increase capital of 0.7 billion yuan for wholly-owned subsidiary.
tianfeng: The optimization of domestic chemical production capacity supply is gradually becoming orderly. It is recommended to focus on hard assets and the two main lines of prosperity.
Tianfeng has released a research report stating that the domestic chemical construction growth peaked in Q1 2023 and has already fallen back to near zero in Q2 2024, indicating that the phase of construction has reached its peak.
Major MSCI adjustment! Brokerage stocks are most favored, 20 companies are being removed.
On November 7th, Beijing time, the international index compiler MSCI announced the results of the November stock index review. Among them, 4 Chinese stocks were newly included in the MSCI China Index, while 20 individual stocks were removed. All changes will take effect after the market closes on November 25, 2024.
Jiangsu Yangnong Chemical (600486): The global agricultural chemical industry is still at the bottom in terms of prosperity, and the company's performance is under pressure year-on-year.
Event: On October 29, 2024, Jiangsu Yangnong Chemical released the third quarter report for 2024. The company's revenue for the first three quarters of 2024 was 8.016 billion yuan, a decrease of 13.57% year-on-year, with a net income attributable to the parent company of 1.