Market Overview - The agricultural chemical sector experienced a decline of 0.23% on July 29, with Hai Li Er leading the drop [1] - The Shanghai Composite Index closed at 3609.71, up 0.33%, while the Shenzhen Component Index closed at 11289.41, up 0.64% [1] Stock Performance - Notable gainers in the agricultural chemical sector included: - Yabao Chemical (300261) with a closing price of 8.12, up 7.12% and a trading volume of 976,500 shares, totaling 776 million yuan [1] - Bai Ao Chemical (603360) closed at 20.28, up 4.11% with a trading volume of 239,600 shares, totaling 476 million yuan [1] - Conversely, Hai Li Er (603639) saw a significant decline, closing at 14.80, down 6.03% with a trading volume of 212,400 shares, totaling 314 million yuan [2] Capital Flow - The agricultural chemical sector experienced a net outflow of 577 million yuan from institutional investors, while retail investors saw a net inflow of 518 million yuan [2] - The capital flow for key stocks showed: - Yabao Chemical had a net inflow of 11.56 million yuan from institutional investors, but a net outflow from retail investors of 73.06 million yuan [3] - Hai Li Er had a net inflow of 28.38 million yuan from institutional investors, but a significant net outflow of 45.61 million yuan from retail investors [3]

Core Viewpoint - The company has announced the provision of guarantees for its wholly-owned subsidiaries, Qingdao Hengning Biotechnology Co., Ltd. and Shandong Hailier Chemical Co., Ltd., totaling RMB 150 million to support their credit activities [1][2][8]. Group 1: Guarantee Details - The total guarantee amount for Qingdao Hengning Biotechnology is RMB 50 million, with no prior guarantee balance [1][2]. - The total guarantee amount for Shandong Hailier is RMB 100 million, with an existing guarantee balance of RMB 270.6358 million [1][2]. - The guarantees are within the previously estimated limits and do not require counter-guarantees [1][2]. Group 2: Subsidiary Information - Qingdao Hengning Biotechnology is a wholly-owned subsidiary with a registered capital of RMB 116.66 million, established on July 24, 2019, and focuses on technology services and chemical product production [3][4]. - Shandong Hailier Chemical is also a wholly-owned subsidiary with a registered capital of RMB 51.66 million, established on December 17, 2007, and engages in pesticide production and chemical sales [3][4]. Group 3: Financial Overview - As of the latest audited financials, the total external guarantee amount by the company and its subsidiaries is RMB 3.331 billion, representing 97.29% of the company's audited net assets as of December 31, 2024 [8]. - Both subsidiaries, Hengning and Shandong Hailier, are not classified as dishonest executors [5]. Group 4: Board Decisions - The board of directors approved the proposal for the company to apply for a comprehensive credit limit for 2025 and to provide corresponding guarantee limits during the meetings held on April 28, 2025 [7][8]. - The guarantees are deemed necessary to support the subsidiaries' business development and ensure stable operations, aligning with the company's overall interests and strategic development [7].

证券代码：603639 证券简称：海利尔 公告编号：2025-037 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | 截至本公告日上市公司及其控股 | 333,100 | | 子公司对外担保总额（万元） | | | 对外担保总额占上市公司最近一 | 97.29 | | 期经审计净资产的比例（%） | | | | □对外担保总额超过最近一期经审计净资产 100% | | --- | --- | | | □担保金额超过上市公司最近一期经审计净 | | 特别风险提示（如有请勾选） | 资产 50% | | | □对合并报表外单位担保金额达到或超过最 | | | 近一期经审计净资产 30%的情况下 | | | 对资产负债率超过 70%的单位提供担保 | | 其他风险提示（如有） | | 一、担保情况概述 （一）本次担保的基本情况 海利尔药业集团股份有限公司 关于为全资子公司提供担保的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： | 保 | 对 | 被担保人名称 | 青岛恒宁 ...

Group 1 - The stock price of Hailier (603639) closed at 14.3 yuan on July 11, 2025, reflecting a 0.92% increase from the previous week's closing price of 14.17 yuan [1] - The highest intraday price reached 14.58 yuan on July 10, 2025, while the lowest intraday price was 14.1 yuan on July 7, 2025 [1] - Hailier's current total market capitalization is 4.861 billion yuan, ranking 35th out of 57 in the agricultural chemical products sector and 3155th out of 5149 in the A-share market [1] Group 2 - Hailier announced a cash dividend of 0.5 yuan per share, with a total distribution amounting to 169,949,168 yuan [2] - The record date for the dividend is July 17, 2025, and both the ex-dividend date and the payment date are set for July 18, 2025 [2] - Tax implications for shareholders vary based on holding periods and types of shares, with specific rates outlined for different categories of investors [2]

Core Points - The company announced a cash dividend of 0.5 yuan per share for A shares, totaling 169,949,168 yuan based on a total share capital of 339,898,336 shares [1] - The profit distribution plan was approved at the annual shareholders' meeting on May 22, 2025 [1] - The key dates for the dividend distribution include the record date on July 17, 2025, the last trading day on July 18, 2025, and the ex-dividend date also on July 18, 2025 [1] Distribution Plan - The cash dividend will be distributed to all shareholders registered with China Securities Depository and Clearing Corporation Limited, Shanghai Branch, after the market closes on the record date [1] - Shareholders who have completed designated transactions can receive their cash dividends on the payment date, while those who have not will have their dividends held by the clearing company until they complete the necessary transactions [1] Taxation Information - For individual shareholders holding unrestricted shares for over one year, the cash dividend of 0.5 yuan per share is exempt from personal income tax [2] - For shares held for one year or less, the company will not withhold personal income tax at the time of distribution, but tax will be calculated upon the sale of the shares [2] - For foreign institutional investors (QFII), a 10% corporate income tax will be withheld, resulting in a net cash dividend of 0.45 yuan per share [3]

证券代码：603639 证券简称：海利尔 公告编号：2025-036 海利尔药业集团股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 每股分配比例 A 股每股现金红利0.5元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/7/17 | － | 2025/7/18 | 2025/7/18 | 差异化分红送转： 否 2024年年度权益分派实施公告 一、 通过分配方案的股东会届次和日期 本次利润分配方案经公司2025 年 5 月 22 日的2024年年度股东会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任公司上海分 公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3. 分配方案： 本次利润分配以方案实施前的公司总股本339,898,336股为基数，每股派发现金红利0.5 元（含税），共计派发现金红利16 ...

Group 1 - The pesticide sector continues its strong performance, with Su Li Co., Ltd. achieving a second consecutive limit-up, while Hongyang, Lanfeng Biochemical, and Xianda Co., Ltd. also hit the limit-up price [1] - The stock prices of Taihe Co., Ltd. increased by over 10%, and other companies such as Zhongqi Co., Ltd., Guokang Biochemical, Meibang Co., Ltd., and Hailier also saw gains [1] - Recently, Huailong Co., Ltd.'s subsidiary Huailong Ruimeifeng officially launched the pre-sale of 97% Chlorantraniliprole at a price of 320,000 yuan per ton (including tax) [1] Group 2 - Prior to this, Hongyang issued a price adjustment notice, raising the price of Chlorantraniliprole (marketed as "Kangkuan") to 300,000 yuan per ton [1]

Group 1 - The agricultural pesticide sector continues its strong performance, with Changqing Co., Ltd. achieving a two-day consecutive limit-up [1] - Guangkang Biochemical surged over 15%, reaching a new historical high, while Lianhua Technology approached the limit-up [1] - Other companies such as Nuobixin, Yabenn Chemical, Hailier, and Huillong also experienced gains [1] Group 2 - On June 5, ST Hongtaiyang announced a price adjustment for its 97% chlorantraniliprole product, raising the price to 300,000 yuan per ton, with limited supply [1] - This price increase represents a more than 40% rise compared to the market's low point of 210,000 yuan per ton last year [1]

Summary of Key Points Core Viewpoint - Hai Li Er (603639) has shown a positive stock performance with a closing price of 14.55 yuan, reflecting a 2.61% increase from the previous week, indicating investor confidence in the company [1]. Company Announcements - Hai Li Er Pharmaceutical Group Co., Ltd. has provided a guarantee for its wholly-owned subsidiary, Shandong Hai Li Er Chemical Co., Ltd., with a maximum debt principal amount of 10 million yuan. The total guarantee amount already provided to Shandong Hai Li Er is 110 million yuan, excluding this new guarantee [1]. - The company signed a "Maximum Guarantee Contract" with Guangfa Bank Co., Ltd. Qingdao Branch, providing a joint liability guarantee for Shandong Hai Li Er's credit business, totaling 10 million yuan [1]. - The company plans to provide a total guarantee amount not exceeding 4 billion yuan for its subsidiaries, valid until the next annual shareholders' meeting in 2025 [1]. Shareholder Changes - Shareholder Qingdao He Yi Investment Center (Limited Partnership) holds 17,652,151 shares, accounting for 5.1934% of the total share capital. They plan to reduce their holdings by up to 1,200,000 shares, or 1% of the total shares, within three months after the disclosure of the reduction plan [2]. - The reduction will be subject to adjustments based on any corporate actions such as dividends or stock splits during the reduction period [2]. - The reduction plan complies with relevant laws and regulations, and the company will ensure that the shareholder adheres to disclosure obligations [2].

Group 1 - Baiyunshan received drug registration certificate for Tadalafil tablets (2.5mg, 5mg) from the National Medical Products Administration, indicating its entry into the erectile dysfunction treatment market [1] - Huayin Power plans to invest approximately 1.398 billion yuan in three renewable energy projects with a total installed capacity of 230 MW [2] - GAC Group reported a 24.8% year-on-year decline in May automobile sales, with total sales of 117,700 units [3] Group 2 - Honghui Fruits and Vegetables announced a potential change in control due to share transfer negotiations, leading to a temporary suspension of its stock and convertible bonds [4] - Fuyuan Pharmaceutical's subsidiary received a drug registration certificate for Bromhexine Hydrochloride oral solution, aimed at treating respiratory diseases [5][6] - Jianghan New Materials plans to repurchase shares worth 200 million to 400 million yuan, with a maximum price of 30 yuan per share [7][8] Group 3 - Sinan Navigation received an administrative regulatory decision from the Shanghai Securities Regulatory Bureau due to multiple issues in its 2024 annual report [9][10] - Hesheng Co. received approval from the China Securities Regulatory Commission for a stock issuance to specific investors [11] - Daqin Railway reported a 1.85% year-on-year decrease in cargo transportation volume in May, totaling 32.96 million tons [13] Group 4 - Ningbo Construction's subsidiary won a design and construction project with a bid of 787 million yuan [14] - Yuehongyuan A announced the termination of a major asset restructuring plan due to failure to reach an agreement on key terms [15][16] - Mingyang Smart Energy reached a 190 million yuan repurchase agreement with Haiji New Energy [18] Group 5 - CNE Group's subsidiary plans to reduce registered capital from 430 million yuan to 330 million yuan [19] - ST Baili received an administrative penalty for failing to disclose non-operating fund occupation matters, resulting in a fine of 4 million yuan [21] - Baichuan Co. completed the repurchase of a 7.14% stake in its subsidiary for 50 million yuan [22] Group 6 - Dongrui Co. reported May sales of 155,400 pigs, generating revenue of 203 million yuan, a decrease of 8.77% month-on-month [25][26] - Pengding Holdings reported a 22.43% year-on-year increase in May consolidated revenue, totaling 2.598 billion yuan [27] - Dabeinong reported May sales of 727,600 pigs, with total revenue of 1.248 billion yuan [28] Group 7 - Lihua Co. reported a 4.77% year-on-year decrease in May chicken sales revenue, totaling 1.118 billion yuan [29][30] - Jindan Technology plans to use up to 300 million yuan of idle funds for entrusted wealth management [31] - Youxunda won a project from the State Grid worth approximately 176 million yuan [33][34] Group 8 - Shenglan Co. received approval for its convertible bond issuance from the Shenzhen Stock Exchange [35][36] - Jingfang Technology's shareholder plans to reduce holdings by up to 2% of the company's shares [37] - Shiji Information's subsidiary signed a significant contract with Marriott for cloud services [39] Group 9 - Northeast Securities' subsidiary plans to terminate its listing on the New Third Board [40] - Yaji International's supervisor is under investigation for insider trading [42][43] - Yian Technology signed a strategic cooperation framework agreement with Shenzhen Hive Interconnect Technology [44] Group 10 - Jinyu Group's subsidiary acquired a real estate project for 3.364 billion yuan [46][47] - Kaiweite's major shareholder plans to reduce holdings by up to 3% of the company's shares [48] - Ningbo Energy's subsidiary plans to publicly transfer fixed assets valued at approximately 17.4372 million yuan [49]