Group 1 - The core viewpoint of the article highlights the structural differentiation in the agricultural chemical industry, with some product prices significantly increasing while most pesticide prices remain low due to overcapacity [1] - During the reporting period, the company achieved a total operating revenue of 966 million yuan and a net profit attributable to the parent company of 143 million yuan, representing a year-on-year increase of 41.82% [1]

湖南海利化工股份有限公司2025 年半年度报告 公司代码：600731 公司简称：湖南海利 湖南海利化工股份有限公司 2025 年半年度报告 1 / 178 湖南海利化工股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人刘洪波、主管会计工作负责人宁建文及会计机构负责人（会计主管人员）宁建 文声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中所涉及的未来计划等前瞻性陈述（包括但不限于预测、目标、估计及经营计划）， 因存在不确定性，不构成公司对投资者的实质承诺，敬请投资者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报 ...

湖南海利公告，2025年上半年营业收入9.66亿元，同比下降7.20%。净利润1.43亿元，同比增长 41.82%。基本每股收益0.2567元／股，同比增长41.82%。 ...

Market Overview - The agricultural chemical sector experienced a decline of 0.28% on August 19, with Hunan Haili leading the drop [1] - The Shanghai Composite Index closed at 3727.29, down 0.02%, while the Shenzhen Component Index closed at 11821.63, down 0.12% [1] Capital Flow Analysis - The agricultural chemical sector saw a net outflow of 439 million yuan from main funds, while retail funds had a net inflow of 122 million yuan [2] - The following table summarizes the capital flow for key stocks in the sector: | Code | Name | Main Fund Net Inflow (Yuan) | Main Fund Net Ratio | Retail Fund Net Inflow (Yuan) | Retail Fund Net Ratio | |--------|--------------|------------------------------|---------------------|-------------------------------|-----------------------| | 002258 | Lier Chemical| 33.31 million | 12.82% | 1.29 million | 0.49% | | 600596 | Xin'an Co. | 32.01 million | 8.59% | -5.17 million | -1.39% | | 600426 | Hualu Hengsheng| 31.19 million | 6.19% | -12.18 million | -2.42% | | 000902 | Xinyangfeng | 26.68 million | 12.78% | -1.73 million | -0.83% | | 600141 | Xingfa Group | 16.80 million | 3.66% | 26.26 million | 5.73% | | 600389 | Jiangshan Co.| 9.37 million | 3.73% | -1.38 million | -0.55% | | 300804 | Guokang Biochemical| 8.93 million | 6.03% | -0.95 million | -0.64% | | 300796 | Baisimei | 8.71 million | 2.17% | 4.69 million | 1.17% | | 603810 | Fengshan Group| 8.12 million | 14.22% | -2.07 million | -3.63% | | 600691 | Old Coal Chemical| 7.81 million | 12.55% | -1.06 million | -1.70% | [2]

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 | ...

金融界消息 截至2025年8月13日收盘，湖南海利（600731）报收于7.98元，上涨0.88%，换手率4.2%， 成交量23.41万手，成交金额1.86亿元。 天眼查商业履历信息显示，湖南海利化工股份有限公司，成立于1994年，位于长沙市，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55874.2416万人民币，实缴资本55874.2416万人民 币。公司法定代表人为刘洪波。 通过天眼查大数据分析，湖南海利化工股份有限公司共对外投资了16家企业，参与招投标项目239次， 知识产权方面有商标信息14条，专利信息67条，此外企业还拥有行政许可11个。 来源：金融界 资金流向方面，今日主力资金净流出1055.78万元，占比成交额5.67%。其中，超大单净流出643.78万 元、占成交额3.46%，大单净流出411.99万元、占成交额2.21%，中单净流出流入385.94万元、占成交额 2.07%，小单净流入669.83万元、占成交额3.59%。 湖南海利最新一期业绩显示，截至2025一季报，公司营业总收入4.31亿元、同比增长25.44%，归属净利 润5661.02万元，同比增长483.78% ...

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 ...

Market Performance - The agricultural chemical sector increased by 0.36% on August 4, with Bai'ao Chemical leading the gains [1] - The Shanghai Composite Index closed at 3583.31, up 0.66%, while the Shenzhen Component Index closed at 11041.56, up 0.46% [1] Top Gainers in Agricultural Chemicals - Bai'ao Chemical (603360) closed at 21.09, up 5.24% with a trading volume of 217,900 shares and a turnover of 457 million [1] - Limin Co., Ltd. (002734) closed at 21.27, up 4.93% with a trading volume of 578,200 shares and a turnover of 1.204 billion [1] - Other notable gainers include ST Huifeng (002496) at 1.70 (+2.41%), Guomi Co., Ltd. (002749) at 15.51 (+2.38%), and Stanley (002588) at 9.17 (+2.34%) [1] Top Losers in Agricultural Chemicals - Yab Chemical (300261) closed at 8.42, down 2.66% with a trading volume of 758,800 shares and a turnover of 631 million [2] - Hongtaiyang (000525) closed at 7.03, down 1.68% with a trading volume of 269,200 shares and a turnover of 189 million [2] - Other notable losers include Hualu Hengsheng (600426) at 23.48 (-1.51%) and Xin'an Chemical (600596) at 9.87 (-1.30%) [2] Capital Flow Analysis - The agricultural chemical sector saw a net inflow of 37.9765 million from institutional investors, while retail investors experienced a net outflow of 4.3928 million [2] - Limin Co., Ltd. (002734) had a significant net inflow of 98.972 million from institutional investors, but a net outflow of 78.3473 million from retail investors [3] - Bai'ao Chemical (603360) also experienced a net inflow of 58.5788 million from institutional investors, with a net outflow of 12.7147 million from retail investors [3]

Group 1 - The stock price of Hunan Haili (600731) closed at 7.84 yuan on August 1, 2025, with an increase of 2.48% and a turnover rate of 8.78% [1] - The trading volume was 489,700 shares, with a total transaction amount of 392 million yuan [1] - On the same day, the net inflow of main funds was 16.27 million yuan, accounting for 4.15% of the total transaction amount [2][4] Group 2 - Hunan Haili announced a share repurchase plan on April 23, 2025, to buy back shares through centralized bidding, with a maximum repurchase price of 9.44 yuan per share [2] - The company plans to repurchase between 8.38 million and 16.76 million shares, with a total fund not exceeding 158.21 million yuan, and the implementation period is within 12 months from the board's approval [2] - As of July 31, 2025, Hunan Haili had repurchased 3,196,600 shares, accounting for 0.5721% of the total share capital, with a total payment of 22.26 million yuan [2][4]

Summary of Key Points Core Viewpoint - Hunan Haili's stock price has experienced a decline of 7.55% this week, closing at 7.84 yuan as of August 1, 2025, after reaching a one-year high of 8.75 yuan on July 28, 2025 [1] Company Performance - As of August 1, 2025, Hunan Haili's total market capitalization is 4.381 billion yuan, ranking 37th out of 57 in the agricultural chemical products sector and 3509th out of 5149 in the A-share market [1] - The stock price fluctuated between a high of 8.75 yuan and a low of 7.61 yuan during the week [1] Share Buyback Announcement - Hunan Haili has repurchased a total of 3,196,600 shares as of July 31, 2025, which represents 0.5721% of the company's total share capital [1] - The company announced a share buyback plan on April 23, 2025, with a maximum repurchase price of 9.44 yuan per share and a total repurchase amount not exceeding 158.2144 million yuan [1] - The highest transaction price for the repurchased shares was 7.01 yuan, and the lowest was 6.88 yuan, with a total expenditure of approximately 22.255389 million yuan [1]