智通财经APP讯，海利尔(603639.SH)披露2025年限制性股票激励计划(草案)，拟授予激励对象的限制性 股票数量为1250万股，约占激励计划草案公布日公司股本总额的3.68%。其中，首次授予限制性股票 1150万股，首次授予激励对象共计618人，授予价格为7.28元/股。 ...

格隆汇9月29日｜海利尔公告，公司股东青岛合意投资中心（有限合伙）减持计划时间区间为2025年6月 27日至2025年9月26日，已通过集中竞价累计减持44.76万股，占公司总股本的0.1317%，减持价格区间 13.72～15.75元/股，套现632.78万元；其当前持股1720.46万股，占5.0620%。 ...

Core Points - The article discusses the administrative penalty imposed on Hailir Pharmaceutical Group Co., Ltd. by the Yangshan Customs for violating customs regulations [1][2][6] - The company was found to have misdeclared the contents of an export shipment to Cambodia, which included various pesticides that required specific export documentation [1][4][6] - A fine of 113,000 RMB was levied against the company for these violations [2][7] Summary by Sections Violation Details - Hailir Pharmaceutical Group declared an export of 14,000 kg of a solution containing 3% benzylaminopurine and 3% gibberellin A3, with a total declared value of 159,800 USD [1][4] - The actual shipment included several pesticides, such as imidacloprid and avermectin, which were not properly documented for export [1][4][6] Financial Implications - The total value of the misdeclared goods was calculated to be approximately 1,139,833.84 RMB [2][5] - The imposed fine for the violation amounts to 113,000 RMB [2][7] Company Background - Hailir Pharmaceutical Group, established in 1999, is a state-designated manufacturer of pesticides and fertilizers, and it went public on the Shanghai Stock Exchange in 2017 [8]

Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Viewpoints - The "Stabilizing Growth Work Plan" for the petrochemical industry has raised expectations, focusing on enhancing technological innovation, expanding effective investment, and fostering market demand [8] - The green low-carbon industry, particularly green polyester, is expected to experience rapid growth due to new technologies and significant market potential [8] Summary by Sections Investment Recommendations and Targets - The report favors companies that have strategically positioned themselves in the green polyester sector, such as Wankai New Materials (301216, Buy). Other recommended stocks include Sinopec (600028, Buy), Hengli Petrochemical (600346, Buy), Rongsheng Petrochemical (002493, Buy), Wanhua Chemical (600309, Buy), and Huayi Group (600623, Buy). Additionally, companies in the pesticide formulation segment like Runfeng Co., Ltd. (301035, Buy), Guoguang Co., Ltd. (002749, Buy), and Hailier (603639, Buy) are also highlighted [3] Industry Overview - The petrochemical industry is currently facing significant oversupply, making rapid recovery through market-driven policies challenging. However, the long-term outlook for the industry is improving, with lower valuations for leading chemical stocks providing good investment opportunities [8] - The green low-carbon sector, including green methanol, bio-aviation fuel, and green polyester, is gaining market attention due to its vast market space and the need for sustainable development. Companies that capitalize on these trends are expected to achieve rapid growth [8] Recent Developments - The recent "Stabilizing Growth Work Plan" emphasizes controlling new refining capacity and supporting key products in electronic chemicals and high-end polyolefins, while also fostering new application scenarios in emerging fields like renewable energy and low-altitude economy [8]

Core Viewpoint - The company has decided to cancel its supervisory board and amend its articles of association due to the disqualification of six incentive targets from the 2021 restricted stock incentive plan, leading to the repurchase and cancellation of 20,000 unvested restricted shares [1]. Group 1 - The company held its eighth meeting of the fifth board of directors on April 28, 2025, where the proposal to cancel the supervisory board was approved [1]. - The total share capital of the company will decrease from 339,898,336 shares to 339,878,336 shares, and the registered capital will change from 339,898,336 yuan to 339,878,336 yuan [1]. - The company has completed the business registration change and obtained a new business license from the Qingdao Administrative Approval Service Bureau [1]. Group 2 - The company is classified as a listed other joint-stock company, with its registered address in the Chengdong Industrial Park, Chengyang District, Qingdao [1]. - The company was established on December 1, 1999, and its business scope includes the production and sale of water-soluble fertilizers and pesticides, as well as various other services related to agriculture and technology [1].

Core Viewpoint - The company announced the cancellation of its supervisory board and the revision of related proposals due to the disqualification of six incentive targets from its 2021 restricted stock incentive plan, leading to the repurchase and cancellation of 20,000 unvested restricted shares [1] Summary by Relevant Sections - **Board Meeting Announcement** - The company will hold its fifth board meeting on April 28, 2025, to review the proposal regarding the cancellation of the supervisory board [1] - **Incentive Plan Adjustments** - Six incentive targets from the 2021 restricted stock incentive plan are no longer qualified, resulting in the need to repurchase and cancel 20,000 unvested restricted shares [1] - **Capital Changes** - The total share capital will decrease from 339,898,336 shares to 339,878,336 shares, and the registered capital will change from 339,898,336 yuan to 339,878,336 yuan [1] - **Business License Update** - The company has completed the business registration change procedures and received a new business license from the Qingdao Administrative Approval Service Bureau [1]

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。 海利尔药业集团股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日召 开第五届董事会第八次会议，审议通过了《关于取消监事会并修订<公司章程> 的议案》，鉴于公司2021年限制性股票激励计划6名激励对象已不具备激励资格， 上述激励对象持有的已获授但未解锁部分限制性股票共 2 万股需要进行回购注 销，公司总股本 339,898,336 股将减少至 339,878,336 股，公司注册资本由原来 的 339,898,336 元变更为 339,878,336 元，相关内容详见公司于 2025 年 4 月 29 日在上海证券交易所网站（www.sse.com.cn）披露的《关于取消监事会并修订< 公司章程>的公告》（公告编号：2025-026）。 近日，公司完成了工商变更登记手续，并取得了青岛市行政审批服务局换发 的《营业执照》，具体内容如下： 统一社会信用代码：913702007180212494 证券代码：603639 证券简称：海利尔 公告编号：2025-045 海利尔 ...

Market Overview - The agricultural chemical sector experienced a decline of 0.93% on September 17, with LuHua Technology leading the drop [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Stock Performance - Notable gainers in the agricultural chemical sector included: - BeisiMei (300796) with a closing price of 10.52, up 1.15% on a trading volume of 100,600 shares and a turnover of 106 million yuan [1] - HongTaiYang (000525) closed at 6.73, up 1.05% with a trading volume of 299,900 shares and a turnover of 203 million yuan [1] - Conversely, LuHua Technology (600691) saw a significant decline of 9.62%, closing at 3.10 with a trading volume of 1,651,300 shares and a turnover of 520 million yuan [2] Capital Flow - The agricultural chemical sector experienced a net outflow of 276 million yuan from institutional investors, while retail investors saw a net inflow of 325 million yuan [2] - Key stocks with notable capital flows included: - Dongfang Iron Tower (002545) with a net inflow of 39.42 million yuan from institutional investors [3] - Xingfa Group (600141) had a net inflow of 37.37 million yuan from institutional investors [3]

Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Viewpoints - The green low-carbon related industries, including green methanol, bio-aviation fuel, and green polyester, are gaining market attention due to their vast market potential and the need for sustainable development [8] - The green polyester sector is particularly favored as new technologies are expected to drive rapid growth, allowing for the replacement of virgin materials and opening up significant new market opportunities [8] Summary by Sections Investment Recommendations and Targets - The report recommends buying shares of Wan Kai New Materials (301216), which is well-positioned in the green polyester industry. Other recommended stocks include Sinopec (600028), Hengli Petrochemical (600346), Rongsheng Petrochemical (002493), Wanhua Chemical (600309), and Huayi Group (600623) due to expected recovery in the petrochemical and chemical sectors driven by "anti-involution" policies. Additionally, it suggests buying shares of pesticide formulation companies such as Runfeng Co., Ltd. (301035), Guoguang Co., Ltd. (002749), and Hailier (603639) [3]

Group 1 - A new company, Shanghai Lierkun Electromechanical Co., Ltd., has been established with a registered capital of 200,000 RMB [1] - The legal representative of the company is Zhu Liye [1] - The business scope includes sales of electronic products, technical services, and various retail and wholesale activities related to automotive parts, electrical components, and plastic products [1]