资金流向方面，今日主力资金净流入1034.61万元，占比成交额18.03%。其中，超大单净流入302.31万 元、占成交额5.27%，大单净流入732.30万元、占成交额12.76%，中单净流出流出197.45万元、占成交 额3.44%，小单净流出837.17万元、占成交额14.59%。 金融界消息 截至2025年8月12日收盘，中农立华（603970）报收于14.35元，上涨0.77%，换手率 1.49%，成交量4.01万手，成交金额5737.56万元。 来源：金融界 中农立华最新一期业绩显示，截至2025一季报，公司营业总收入25.32亿元、同比增长5.62%，归属净利 润5393.67万元，同比减少5.10%，扣非净利润5050.73万元，同比减少6.55%，流动比率1.281、速动比率 0.786、资产负债率75.61%。 天眼查商业履历信息显示，中农立华生物科技股份有限公司，成立于2009年，位于北京市，是一家以从 事科技推广和应用服务业为主的企业。企业注册资本26880.0134万人民币，实缴资本26880.01万人民 币。公司法定代表人为苏毅。 通过天眼查大数据分析，中农立华生物科技股份有限公司 ...

Investment Rating - The report maintains an "Outperform" rating for the basic chemical industry [2] Core Viewpoints - The basic chemical sector has outperformed the market, with the industry index rising by 1.8% from July 11 to July 18, compared to a 0.7% increase in the Shanghai Composite Index [9][20] - The report highlights significant price increases in TDI, glyphosate, and glufosinate due to supply disruptions and rising demand, particularly in South America [6][31][33] Summary by Sections 1. Core Viewpoints - The basic chemical sector is expected to benefit from supply-side reforms and improved demand due to recent government policies aimed at stabilizing the economy [17] - The report emphasizes the potential for long-term investment in core assets as the profitability of chemical products has likely bottomed out, suggesting a recovery in valuations [17][18] 2. Overall Performance of the Chemical Sector - The basic chemical industry index has shown a year-to-date increase of 10.8%, outperforming both the Shanghai Composite and ChiNext indices by 5.4% and 4.5%, respectively [20][26] 3. Individual Stock Performance in the Chemical Sector - Among 424 stocks in the basic chemical sector, 251 stocks rose while 162 fell during the reporting week, with notable gainers including Shangwei New Materials (+148.8%) and Dongcai Technology (+33.2%) [29][30] 4. Key News and Company Announcements - A fire at Covestro's TDI plant in Germany has led to significant supply disruptions, creating opportunities for price increases in TDI [31][32] - Glyphosate prices have increased to 25,500 CNY per ton, reflecting a 7.16% month-over-month rise, driven by reduced inventory levels [33] - New regulations on glufosinate are expected to constrain supply, potentially leading to price increases as the market adjusts [34]

Group 1 - Aigle (Shanghai) Biotechnology Co., Ltd. was fined RMB 89,000 for falsely declaring pesticide products during export, violating customs regulations [1][2][3] - The company exported a batch of goods to Uruguay, declaring it as "41% glyphosate isopropylamine soluble solution," but it was actually "50.3% glyphosate dimethylamine salt," which requires specific export permits [2] - The total value of the goods involved was RMB 894,506.61, and the company failed to provide necessary documentation for the export [2][3] Group 2 - Aigle (Shanghai) Biotechnology Co., Ltd. was established on April 29, 2014, with a registered capital of RMB 75 million, and is located in the Shanghai Free Trade Zone [8] - The company is a subsidiary of Sino-Agri Leading Biosciences Co., Ltd., which is involved in agrochemical circulation and provides agricultural production materials [8] - Aigle focuses on global pesticide sales and registration, with operations in over 40 countries across five continents, emphasizing quality and customer service [6][8]

本次解除担保金额、实际发生的担保金额及已实际为其提供的担保余额： 本次进展公告内容包含1笔担保责任解除和2笔实际发生的为子公司提供担保的 情况。因近期担保发生频次较高，且均为与新加坡公司有关的担保进展，新加坡 公司作为上海爱格的全资子公司，公司为其提供担保风险整体可控，且实际发生 的担保金额总额在经 2024 年年度股东大会审议通过的担保额度内，故汇总披露 公司为子公司实际发生的担保情况。涉及的解除担保金额为人民币 1.5 亿元，涉 及的实际发生担保金额合计为人民币 2.5 亿元。截至本公告披露日，公司已实际 为新加坡公司提供的担保余额为人民币 2.5 亿元（含本次）。 本次担保是否有反担保：是。 为子公司提供担保逾期的累计数量：无。 证券代码：603970 证券简称：中农立华 公告编号：2025-024 中农立华生物科技股份有限公司 关于为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： 被担保人名称及是否为上市公司关联人：爱格（新加坡）生物科技有限 公司（SINO AGRI BIOS ...

Group 1 - The supply and marketing cooperative concept index fell by 0.05%, ranking among the top declines in concept sectors as of the market close on June 9 [1][2] - Within the supply and marketing cooperative sector, notable declines were observed in stocks such as Hunan Development, YK International, and Zhongnong Lihua, while stocks like Huangshan Gujie, New Power Financial, and Huillong Co. saw increases of 1.96%, 1.87%, and 0.67% respectively [1][2] - The sector experienced a net outflow of 186 million yuan, with Hunan Development leading the outflow at 144.96 million yuan, followed by YK International and Zhongnong Lihua with outflows of 17.95 million yuan and 16.76 million yuan respectively [2][3] Group 2 - The top gainers in the supply and marketing cooperative sector included New Power Financial, Zhongzai Resources, and Zhejiang Agricultural Shares, with net inflows of 28.07 million yuan, 2.06 million yuan, and 1.20 million yuan respectively [2][3] - The trading volume for Hunan Development was 16.52%, with a price drop of 2.09%, indicating significant trading activity despite the decline [2][3] - The overall market sentiment reflected a mixed performance across various sectors, with the CRO concept leading gains at 4.73% while metals like lead and copper experienced slight declines [2]

Group 1 - The stock price of Zhongnong Lihua (603970) closed at 15.01 yuan on June 6, 2025, with an increase of 2.53% and a turnover rate of 6.2% [1] - The trading volume was 166,600 shares, with a total transaction amount of 250 million yuan [1] - On June 6, the net inflow of main funds was 10.7389 million yuan, while retail funds experienced a net outflow of 4.8583 million yuan [2][3] Group 2 - Zhongnong Lihua announced a cash dividend of 0.45 yuan per share (including tax) for the 2024 annual equity distribution [2][3] - The A-share equity registration date is set for June 11, 2025, and the cash dividend payment date is June 12, 2025 [2][3] - The total amount of cash dividends to be distributed is approximately 120.96 million yuan (including tax) [2]

Core Points - The company announced a cash dividend of 0.45 CNY per share (including tax) for the fiscal year 2024, approved at the shareholders' meeting on May 16, 2025 [2][4] - The total cash dividend distribution amounts to 120,960,060.30 CNY (including tax), based on a total share capital of 268,800,134 shares [4] Distribution Plan - The dividend will be distributed to all shareholders registered with the China Securities Depository and Clearing Corporation Limited, Shanghai Branch, as of the close of trading on the day before the equity registration date [3] - The distribution method includes cash dividends being paid through the clearing system of the China Securities Depository and Clearing Corporation Limited, with specific instructions for shareholders who have or have not completed designated transactions [5][6] Taxation Details - For individual shareholders holding shares for over one year, the cash dividend is exempt from personal income tax, resulting in a net distribution of 0.45 CNY per share [8] - For shares held for less than one year, the tax will be calculated upon transfer, with a potential effective tax rate of 10% for shares held between one month and one year [9] - For qualified foreign institutional investors (QFII), a 10% corporate income tax will be withheld, leading to a net distribution of 0.405 CNY per share [10]

Core Points - The company announced a cash dividend of 0.45 CNY per share (before tax) for its A shares [1] - The total cash dividend distribution amounts to 120,960,060.30 CNY (before tax) based on a total share capital of 268,800,134 shares [1] - The dividend distribution plan was approved at the annual shareholders' meeting held on May 16, 2025 [1] Dividend Distribution Dates - The key dates for the dividend distribution are as follows: - Record date: June 11, 2025 - Last trading date: June 12, 2025 - Ex-dividend date: June 12, 2025 - Cash dividend payment date: June 12, 2025 [1] Implementation of Distribution - The cash dividends for unrestricted circulating shares will be distributed through the China Securities Depository and Clearing Corporation Limited, Shanghai Branch [1] - Shareholders who have completed designated transactions can receive their cash dividends on the payment date at their designated securities business department [1] Taxation on Dividends - For individual shareholders holding unrestricted circulating shares, dividends are subject to different tax treatments based on the holding period: - Holding period over 1 year: No personal income tax on dividends, actual cash dividend is 0.45 CNY per share [3] - Holding period within 1 year: No withholding tax at the time of distribution, tax calculated upon transfer [3] - For shareholders holding restricted circulating shares, dividends are taxed at a rate of 20% for holdings of 1 month or less, resulting in a net dividend of 0.405 CNY per share [5] Consultation Information - Shareholders can inquire about the dividend distribution implementation by contacting the Securities Legal Department at the provided phone number [6]

证券代码：603970 证券简称：中农立华 公告编号：2025-023 中农立华生物科技股份有限公司 2024年年度权益分派实施公告 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： 每股分配比例 A 股每股现金红利0.45元（含税） | 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 | | --- | --- | --- | --- | --- | | 股 A | 2025/6/11 | － | 2025/6/12 | 2025/6/12 | 差异化分红送转： 否 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 16 日的2024年年度股东大会审议通过。 二、 分配方案 1. 发放年度：2024年年度 2. 分派对象： 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。 1 3. 分配方案： 相关日期 3. 扣税说明 本次利润分配以方案实施前的公司总股 ...

Group 1 - The supply and marketing cooperative concept index declined by 0.53%, ranking among the top declines in concept sectors as of May 29 [1] - Within the supply and marketing cooperative sector, companies such as Zhongnong United, Gongxiao Daji, and Huilong Co. experienced significant declines, while New Power Financial, Wanrun Co., and Zhejiang Agricultural Co. saw increases of 2.71%, 1.90%, and 1.33% respectively [1] - The supply and marketing cooperative sector experienced a net outflow of 448 million yuan in main funds today, with Gongxiao Daji leading the outflow at 300 million yuan [2] Group 2 - The top gainers in the supply and marketing cooperative sector included New Power Financial with a 2.71% increase and Tianhe Co. with a 0.89% increase, while Gongxiao Daji saw a 3.13% decrease [3] - The main funds net inflow leaders were Dunhuang Seed Industry, Tianhe Co., and New Power Financial, with net inflows of 6.14 million yuan, 5.14 million yuan, and 3.60 million yuan respectively [3] - The supply and marketing cooperative sector's outflow list included Gongxiao Daji, Huilong Co., and Hunan Development, with outflows of 300 million yuan, 127.5 million yuan, and 2.03 million yuan respectively [2]