| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600331 | 宏达股份 | 9.95 | -8.13% | 82.89万 | 8.49 Z | | 002942 | 新农股份 | 18.84 | -5.23% | 9.58万 | 1.82亿 | | 603395 | 红四方 | 37.20 | -4.69% | 8.70万 | 3.30亿 | | 920819 | 颖泰生物 | 4.41 | -4.55% | - 23.40万 | 1.05亿 | | 002250 | 联化科技 | 10.90 | -3.80% | 65.42万 | 7.28 Z | | 300387 | 富邦科技 | 9.08 | -3.51% | 7.67万 | 7070.19万 | | 600470 | 六国化工 | 5.61 | -3.44% | 12.38万 | 7039.01万 | | 003042 | 中农联合 | 16.20 | -3.28% | 3.50万 | 5755.81万 | | 301035 | 润 ...

Group 1: Financial Performance - In the first half of 2025, the company achieved significant profit growth compared to the same period last year, driven by cost reduction and efficiency improvements [1] - The increase in gross margin was attributed to enhanced capacity utilization in the plant protection business and product structure adjustments [1] - The pharmaceutical business experienced notable growth, primarily due to concentrated shipments, contributing to substantial exchange gains that further improved overall performance [1] Group 2: Pharmaceutical Business Developments - The pharmaceutical segment saw rapid revenue growth, supported by a strategy focused on major clients and partnerships with leading global pharmaceutical companies [2] - The company is actively expanding its client base and establishing stable commercial relationships with high-quality domestic and international clients [2] Group 3: UK Subsidiary Performance - The UK subsidiary showed significant improvement in operational performance, attributed to a stable supply chain and enhanced product delivery capabilities [3] - The subsidiary's capacity utilization increased, and it also benefited from considerable exchange gains in the first half of the year [3] Group 4: New Energy Projects - The company has achieved stable supply of electrolyte products and is gradually increasing production, with expectations for breakthrough revenue in the new energy sector in 2025 [4] - The new energy business aligns with the company's values and capabilities, positioning it for competitive advantage in a large market [4] Group 5: Solid-State Battery and Market Outlook - The company is monitoring industry trends and customer demands regarding solid-state battery development, focusing on product planning and innovation [5] - The company aims to optimize services and reduce costs to enhance competitiveness in the evolving battery market [5] Group 6: Competitive Landscape in India - Indian companies have entered the CDMO sector, primarily in the generic drug supply chain, but their competitiveness in the patented drug market remains unclear [6] - Despite lower costs in India, the company believes its comprehensive supply chain and mature waste management systems provide a competitive edge [6]

Market Overview - The agricultural chemical sector experienced a decline of 2.2% on September 2, with Sierte leading the drop [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Stock Performance - Notable gainers in the agricultural chemical sector included: - Yingtai Biological: Closed at 4.62, up 3.59% with a trading volume of 411,100 shares and a turnover of 188 million [1] - New Agricultural Shares: Closed at 19.88, up 3.11% with a trading volume of 111,800 shares and a turnover of 225 million [1] - Taihe Shares: Closed at 32.07, up 2.66% with a trading volume of 98,100 shares and a turnover of 313 million [1] - Major decliners included: - Sierte: Closed at 5.03, down 7.71% with a trading volume of 714,700 shares and a turnover of 361 million [2] - Xin'an Shares: Closed at 10.71, down 5.56% with a trading volume of 636,200 shares and a turnover of 689 million [2] - Lianhua Technology: Closed at 11.33, down 5.19% with a trading volume of 858,800 shares and a turnover of 989 million [2] Capital Flow - The agricultural chemical sector saw a net outflow of 973 million from institutional investors, while retail investors contributed a net inflow of 728 million [2][3] - Key stocks with significant capital flow included: - Xin'an Shares: Institutional net inflow of 31.48 million, retail net outflow of 37.07 million [3] - New Agricultural Shares: Institutional net inflow of 29.05 million, retail net outflow of 19.80 million [3] - Hong Sifang: Institutional net inflow of 24.48 million, retail net outflow of 29.65 million [3]

Group 1 - The core point of the news is that Lianhua Technology's stock price dropped by 5.02% to 11.35 CNY per share, with a trading volume of 730 million CNY and a turnover rate of 6.95%, resulting in a total market capitalization of 10.344 billion CNY [1] - Lianhua Technology, established on September 14, 1998, and listed on June 19, 2008, operates in three main business segments: pesticides, pharmaceuticals, and functional chemicals. The revenue composition is as follows: plant protection 54.03%, pharmaceuticals 32.32%, functional chemicals 8.42%, equipment and engineering services 4.88%, and others 0.36% [1] Group 2 - From the perspective of major fund holdings, only one fund under Guotai Fund holds Lianhua Technology, specifically the Guotai CSI 2000 ETF (561370), which held 2,200 shares in the second quarter, accounting for 0.25% of the fund's net value, ranking as the tenth largest holding. The estimated floating loss today is approximately 1,320 CNY [2] - The Guotai CSI 2000 ETF (561370) was established on September 13, 2023, with a latest scale of 9.7484 million CNY. Year-to-date returns are 34.32%, ranking 1170 out of 4222 in its category; the one-year return is 76.72%, ranking 844 out of 3781; and since inception, the return is 34.96% [2] Group 3 - The fund managers of Guotai CSI 2000 ETF (561370) are Ma Yiwen and Liu Fangyuan. As of the report, Ma Yiwen has a cumulative tenure of 2 years and 27 days, with a total fund asset size of 6.894 billion CNY, achieving a best return of 86.18% and a worst return of 2.44% during the tenure. Liu Fangyuan has a cumulative tenure of 145 days, with a total fund asset size of 2.677 billion CNY, achieving a best return of 43.15% and a worst return of 17.78% during the tenure [3]

Group 1 - The agricultural chemical sector increased by 0.9% on September 1, with Yangmei Chemical leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] - Notable gainers in the agricultural chemical sector included Yangmei Chemical (7.95%), Xin'an Chemical (6.98%), and Lianhua Technology (5.01%) [1] Group 2 - The agricultural chemical sector saw a net inflow of 854.41 million yuan from institutional investors, while retail investors contributed a net inflow of 7005.29 million yuan [2] - Major stocks with significant net inflows included Xin'an Chemical (81.32 million yuan) and Yayi International (41.99 million yuan) [3] - Conversely, stocks like Guoxin Co. and Sierte experienced net outflows from institutional and retail investors [3]

Core Viewpoint - The recent financial report of Lianhua Technology (002250) shows significant growth in revenue and net profit, indicating a strong performance despite rising accounts receivable [1] Financial Performance - Total revenue for the first half of 2025 reached 3.15 billion yuan, a year-on-year increase of 5.76% [1] - Net profit attributable to shareholders was 224 million yuan, up 1481.94% year-on-year [1] - In Q2 2025, total revenue was 1.64 billion yuan, reflecting an 8.43% increase compared to the same quarter last year [1] - Q2 net profit attributable to shareholders was 174 million yuan, a rise of 1419.69% year-on-year [1] - Gross margin improved to 26.72%, up 15.38% year-on-year, while net margin increased to 8.36%, a rise of 476.96% [1] - Total expenses (selling, administrative, and financial) amounted to 345 million yuan, accounting for 10.95% of revenue, down 18.82% year-on-year [1] Balance Sheet and Cash Flow - Accounts receivable increased by 36.07% year-on-year, reaching 1.641 billion yuan [1] - Cash and cash equivalents decreased by 14.83% to 911 million yuan [1] - The company reported a decrease in operating cash flow per share to 0.39 yuan, down 46.73% year-on-year [1] - The net asset per share increased to 7.21 yuan, a rise of 4.51% year-on-year [1] Business Model and Market Position - The company relies heavily on research and development for its performance, indicating a need for further analysis of the underlying drivers [3] - The historical return on invested capital (ROIC) has been low, with a median of 3.69% over the past decade, and a particularly poor performance in 2023 with a ROIC of -3.2% [3] - The company has been actively working on global supply chain strategies, including acquisitions and establishing bases in the UK and Malaysia to enhance service capabilities [4]

2025年8月27日，联化科技(002250.SZ)发布2025年中报。 公司股东户数为7.23万户，前十大股东持股数量为3.49亿股，占总股本比例为38.31%，前十大股东持股情况如下： | 序号 | 股东名称 | 持股 | | --- | --- | --- | | l | 年金香 | 25.7 | | 2 | 香港中央结算有限公司 | 4.43 | | ന | 张有志 | 2.37 | | 4 | 中央汇金资产管理有限责任公司 | 1.32 | | 5 | 张贤桂 | 1.11 | | 6 | MERRILL LYNCH INTERNATIONAL | 0.80 | | 7 | UBS AG | 0.75 | | 8 | 王功新 | 0.75 | | ਰੇ | 大成基金-农业银行-大成中证金融资产管理计划 | 0.53 | | 10 | 方香莲 | 0.51 | 公司营业总收入为31.50亿元，在已披露的同业公司中排名第19，较去年同报告期营业总收入增加1.72亿元，同比较去年同期上涨5.76%。归母净利润为2.24 亿元，在已披露的同业公司中排名第15，较去年同报告期归母净利润增加2.10亿元，同比较 ...

每经AI快讯，联化科技（SZ 002250，收盘价：10.59元）8月26日晚间发布公告称，公司第八届第二十 五次董事会会议于2025年8月26日在联化科技会议室以现场与通讯表决相结合的方式召开。会议审议了 《关于修订 <董事会专门委员会工作细则> 等制度的议案》等文件。 2025年1至6月份，联化科技的营业收入构成为：工业占比99.64%，其他业务占比0.36%。 （记者 张明双） 截至发稿，联化科技市值为97亿元。 每经头条（nbdtoutiao）——能给主人"打电话"的宠物智能手机也来了！宠物产业3000亿元市场大爆 发，行业上市公司"涨"声一片 ...

每经AI快讯，联化科技（SZ 002250，收盘价：10.59元）8月26日晚间发布公告称，2025年半年度拟计 提资产减值准备共计2474.6万元人民币。 2025年1至6月份，联化科技的营业收入构成为：工业占比99.64%，其他业务占比0.36%。 截至发稿，联化科技市值为97亿元。 每经头条（nbdtoutiao）——能给主人"打电话"的宠物智能手机也来了！宠物产业3000亿元市场大爆 发，行业上市公司"涨"声一片 （记者 曾健辉） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 ...

格隆汇8月26日丨联化科技(002250.SZ)公布2025年半年度报告，上半年公司实现营业收入31.50亿元，同 比增长5.76%；归属于上市公司股东的净利润2.24亿元，同比增长1,481.94%；归属于上市公司股东的扣 除非经常性损益的净利润2.08亿元，同比增长1,534.47%；基本每股收益0.2457元。 ...