登录新浪财经APP 搜索【信披】查看更多考评等级 持股5%以上股东中通投资有限公司保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 利尔化学股份有限公司（以下简称"利尔化学"）于2025年6月5日披露了《关于持股5%以上股东减持计 划的预披露公告》（公告编号：2025-020）。持有公司5%以上股份股东中通投资有限公司（以下简 称"中通投资"）计划以集中竞价和/或大宗交易的方式减持本公司股份不超过24,013,116股（不超过本公 司总股本3%），其中，通过集中竞价交易方式减持的股份不超过8,004,372股（不超过本公司总股本 1%）；通过大宗交易方式减持的股份不超过16,008,744股（不超过本公司总股本2%）。 ■ 二、其他说明 1、中通投资本次减持符合《中华人民共和国公司法》、《中华人民共和国证券法》、《上市公司股东 减持股份管理暂行办法》、《深圳证券交易所上市公司自律监管指引第18号一股东及董事、高级管理人 员减持股份》等有关法律法规、规范性文件的规定。 2025年9月26日，公司接到中通投资出具 ...

Core Viewpoint - The major shareholder, Zhongtong Investment Co., Ltd., has completed a share reduction plan, selling a total of 720,000 shares, which represents 0.09% of the company's total share capital, within the specified timeframe and in accordance with regulatory requirements [1][2][5]. Shareholder Reduction Situation - Zhongtong Investment executed the share reduction solely through centralized bidding from July 3, 2025, to July 30, 2025, with a price range of 11.40 to 12.99 yuan per share [2]. - The total number of shares reduced was 720,000, which is 0.09% of the total share capital [2]. Shareholding Status Before and After Reduction - Before the reduction, Zhongtong Investment held 70,699,469 shares, accounting for 8.83% of the total share capital, all of which were unrestricted shares [4]. - After the reduction, Zhongtong Investment's holdings decreased to 69,979,469 shares, representing 8.74% of the total share capital, with all shares still being unrestricted [4]. Compliance and Impact - The share reduction complies with relevant laws and regulations, including the Company Law and Securities Law of the People's Republic of China [5]. - The reduction plan was pre-disclosed and executed as planned, with no breaches of commitments regarding minimum reduction prices or maximum reduction quantities [5]. - Zhongtong Investment is not the controlling shareholder or actual controller of the company, and the implementation of this reduction plan will not lead to any changes in the company's control or significantly impact its governance structure and ongoing operations [5].

证券代码：002258 股票简称：利尔化学 公告编号：2025-035 利尔化学股份有限公司 持股 5%以上股东减持股份实施情况公告 持股 5%以上股东中通投资有限公司保证向本公司提供 的信息内容真实、准确、完整，没有虚假记载、误导性陈述 或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义 务人提供的信息一致。 利尔化学股份有限公司（以下简称"利尔化学"）于 2025 年 6 月 5 日披露了《关于持股 5%以上股东减持计划的预披露公告》（公 告编号：2025-020）。持有公司 5%以上股份股东中通投资有限公司 （以下简称"中通投资"）计划以集中竞价和/或大宗交易的方式减持本 公司股份不超过 24,013,116 股（不超过本公司总股本 3%），其中， 通过集中竞价交易方式减持的股份不超过 8,004,372 股（不超过本公 司总股本 1%）；通过大宗交易方式减持的股份不超过 16,008,744 股 （不超过本公司总股本 2%）。 2025 年 9 月 26 日，公司接到中通投资出具的《关于股份减持计 划减持期限届满暨实施情况的告知函》，截至 2025 年 9 月 26 日，较 上述预披露公告披 ...

Core Insights - The glyphosate concept sector saw an increase of 0.94%, ranking third among concept sectors, with 13 stocks rising, including Li Er Chemical, Jiangshan Co., and Yangnong Chemical, which rose by 6.17%, 2.70%, and 2.10% respectively [1] - The sector experienced a net inflow of 0.20 billion yuan from main funds, with Li Er Chemical leading the inflow at 13.30 million yuan [1] Market Performance - The top-performing concept sectors included soybeans at 1.02%, and the glyphosate sector at 0.94%, while sectors like Tonghuashun Fruit Index and AI PC saw declines of -4.09% and -4.01% respectively [1] - The main funds' net inflow rates for Jiangtian Chemical, Hebang Biological, and Ando Mai A were 10.43%, 6.41%, and 3.60% respectively [2] Stock Performance - Li Er Chemical led the glyphosate sector with a daily increase of 6.17% and a turnover rate of 5.86%, with a net inflow of 13.30 million yuan [2] - Jiangtian Chemical and Hebang Biological also showed positive performance with increases of 0.67% and 0.00% respectively, and significant net inflows of 7.54 million yuan and 10.25 million yuan [2][3] - Stocks such as Nuobing and Taihe Co. experienced declines of -0.85% and -0.58% respectively, indicating some volatility within the sector [3]

Group 1 - The agricultural chemical sector increased by 0.83% on September 26, with Lanfeng Biochemical leading the gains [1] - The Shanghai Composite Index closed at 3828.11, down 0.65%, while the Shenzhen Component Index closed at 13209.0, down 1.76% [1] - Lanfeng Biochemical's stock price rose by 9.99% to 8.59, with a trading volume of 853,500 shares and a transaction value of 722 million yuan [1] Group 2 - The agricultural chemical sector experienced a net outflow of 110 million yuan from institutional investors, while retail investors saw a net inflow of 36.26 million yuan [2] - The top stocks by net inflow from institutional investors included Luhua Technology with 86.82 million yuan and Chuanjin Nuo with 25.81 million yuan [3] - Retail investors showed a net inflow in stocks like Luhua Technology and a net outflow in stocks like Chuanjin Nuo and Yayi International [3]

Market Overview - The agricultural chemical sector experienced a decline of 0.62% on September 25, with Bai'ao Chemical leading the drop [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Stock Performance - Notable gainers in the agricultural chemical sector included: - Bluefeng Biochemical (002513) with a closing price of 7.81, up 10.00% and a trading volume of 826,400 shares, totaling 622 million yuan [1] - Yangnong Chemical (600486) closed at 70.93, up 2.31% with a trading volume of 49,000 shares, totaling 34.6 million yuan [1] - Major decliners included: - Bai'ao Chemical (603360) closed at 25.54, down 3.22% with a trading volume of 173,200 shares [2] - Luohua Technology (600691) closed at 2.71, down 2.87% with a trading volume of 303,800 shares, totaling 83.33 million yuan [2] Capital Flow - The agricultural chemical sector saw a net outflow of 365 million yuan from institutional investors, while retail investors contributed a net inflow of 129 million yuan [2] - The capital flow for specific stocks showed: - Lier Chemical (002258) had a net inflow of 20.8 million yuan from institutional investors, but a net outflow from retail investors of 14.6 million yuan [3] - Yangnong Chemical (600486) experienced a net inflow of 18.4 million yuan from institutional investors and a net outflow of 57.9 million yuan from retail investors [3]

Group 1 - The core viewpoint of the article highlights that Lier Chemical achieved a net profit attributable to shareholders of 271 million yuan in the first half of the year, representing a year-on-year increase of 191.21% [1] - In the second quarter, the net profit attributable to shareholders was 118 million yuan, showing a year-on-year growth of 160.75%, but a quarter-on-quarter decrease of 23.22% [1] - The overall industry sentiment in the pesticide sector remains low, although some products have seen an increase in both sales and prices year-on-year [1] Group 2 - The subsidiary, Jiangsu Jiankada, benefited from increased sales of its main products, with revenue and net profit rising by 5.72% and 11.06% respectively, reaching 513 million yuan and 55 million yuan [1] - The company is continuously developing new products and projects across various regions, indicating strong future growth potential [1] - The company plans to issue an interim dividend of 2 yuan per 10 shares (including tax), corresponding to a dividend payout ratio of 59.17% for the first half of the year [1] Group 3 - The company is optimistic about its competitiveness in the fields of chloropyridine herbicides, glyphosate, and glufosinate ammonium, with scale effects and technological advantages solidifying its future growth [1] - The investment rating for the company is maintained at "Buy" [1]

Group 1: Semiconductor Storage Industry - The semiconductor storage industry is steadily rising due to the maturation of business models related to generative AI and large language models, along with sustained demand for core hardware, potentially leading to simultaneous price and volume increases [2][5] - Major domestic internet companies are significantly increasing capital expenditures for AI investments, with Alibaba's capital expenditure reaching 38.6 billion yuan in Q2 2025, and Tencent's capital expenditure doubling to 191.07 billion yuan in the same period [5] - The NAND flash market is expected to see a price increase, particularly in enterprise-level and mobile markets, with a projected single-digit percentage increase in enterprise storage prices in Q4 2025 [5] Group 2: DRAM Market - The DRAM market is experiencing significant price increases due to the discontinuation of older process DRAM products, with prices for DDR4 and LPDDR4X expected to rise by 20%-50% quarter-on-quarter in Q4 2025 [6] - Notable price increases have been reported, with Nanya Technology's contract price rising by 70% in Q3 2025 and expected to increase by another 50% in Q4 2025 [6] Group 3: Agricultural Chemicals - Lier Chemical - Lier Chemical reported a total revenue of 4.507 billion yuan in H1 2025, a year-on-year increase of 35.36%, with net profit rising by 191.21% to 271 million yuan [9][10] - The company plans to distribute a cash dividend of 2 yuan per 10 shares, corresponding to a dividend payout ratio of 59.17% for the first half of the year [9] - The agricultural chemicals sector remains at a low overall market sentiment, but some product prices are beginning to recover, leading to improved performance for Lier Chemical [10]

Investment Rating - The report maintains a "Buy" rating for the company [1][5] Core Views - The company has shown significant improvement in its performance for the first half of 2025, with total revenue reaching RMB 4.507 billion, a year-on-year increase of 35.36%, and a net profit attributable to shareholders of RMB 270.55 million, up 191.21% year-on-year [3][9] - The report highlights the company's competitive edge in the chlorinated pyridine herbicide sector, supported by scale effects and technological advantages, which are expected to bolster future growth [3][5] Financial Performance Summary - For the first half of 2025, the company reported total revenue of RMB 4,506.89 million, a 35.36% increase from RMB 3,329.53 million in the same period of 2024 [9] - The gross profit margin improved to 18.53%, up 1.43 percentage points year-on-year, with a notable increase in revenue from the pesticide raw materials segment, which grew by 62.67% to RMB 2,757 million [8][9] - The company plans to distribute a cash dividend of RMB 2 per 10 shares, reflecting a payout ratio of 59.17% for the first half of 2025 [3] Earnings Forecast - The earnings per share (EPS) estimates for 2025, 2026, and 2027 are projected to be RMB 0.56, RMB 0.70, and RMB 0.87, respectively, with corresponding price-to-earnings (PE) ratios of 21.7x, 17.4x, and 14.0x [5][7] - The report indicates an upward revision in profit forecasts due to the recovery in prices of certain products, with expected revenue growth rates of 10.8%, 11.0%, and 10.2% for the years 2025 to 2027 [7][16] Market Position and Competitive Landscape - The company is positioned as a leading player in the chlorinated pyridine herbicide industry, benefiting from a recovery in prices of certain products and an increase in sales volume [5][8] - The report emphasizes the company's extensive production capabilities across multiple locations, making it a significant producer of herbicides in China [8][9]

Group 1 - The company, Lier Chemical (002258), reported that as of August 22, 2025, the number of shareholders is 46,681 [1]