利尔化学所属申万行业为：基础化工-农化制品-农药。所属概念板块包括：生物农药、社保重仓、中 盘、融资融券等。 截至10月31日，利尔化学股东户数4.20万，较上期减少2.35%；人均流通股19008股，较上期增加 2.40%。2025年1月-9月，利尔化学实现营业收入67.09亿元，同比增长29.31%；归母净利润3.81亿元，同 比增长189.07%。 分红方面，利尔化学A股上市后累计派现14.96亿元。近三年，累计派现7.20亿元。 11月24日，利尔化学盘中下跌2.07%，截至11:22，报12.78元/股，成交1.54亿元，换手率1.48%，总市值 102.30亿元。 资金流向方面，主力资金净流出1212.78万元，特大单买入906.30万元，占比5.89%，卖出1930.64万元， 占比12.56%；大单买入2775.02万元，占比18.05%，卖出2963.46万元，占比19.27%。 利尔化学今年以来股价涨62.39%，近5个交易日跌4.77%，近20日涨0.55%，近60日涨3.31%。 今年以来利尔化学已经1次登上龙虎榜，最近一次登上龙虎榜为4月7日。 资料显示，利尔化学股份有限公司位于四川 ...

Group 1 - The company Jiuyuan Group plans to transfer 20% of its shares through a public solicitation of transferees, while its associated party Sichuan Huacai Technology Co., Ltd. will transfer an additional 3.5%, totaling 23.5% of shares [1] - Jiuyuan Group is currently the controlling shareholder with a 23.78% stake, and this transfer may lead to a change in the company's control and governance structure [1] - The introduction of a new controlling shareholder with advantages in the industry chain, channels, technology, or capital could enhance the company's governance and resource synergy, improving its competitiveness in the global agrochemical market [1] Group 2 - The price of glyphosate is expected to stabilize and recover due to the overcapacity in supply leading to a continuous decline in prices over recent years, with the average market price at 44,500 yuan/ton, down 11% year-on-year and 5.32% since the beginning of the year [2] - The agricultural industry's "anti-involution" actions are expected to alleviate disorderly competition, which may lead to a recovery in glyphosate prices [2] - The company is a major domestic producer of glyphosate and is expected to benefit from the anticipated increase in demand for glyphosate and refined glyphosate [2] - Projected net profits for the company from 2025 to 2027 are estimated at 506 million, 656 million, and 804 million yuan, with year-on-year growth rates of +135.17%, +29.63%, and +22.52%, corresponding to PE ratios of 21, 16, and 13 times [2]

Core Viewpoint - Lier Chemical's stock has experienced a significant increase of 68.23% year-to-date, with recent trading showing mixed capital flows and a slight decline in share price on November 21 [1][2]. Company Overview - Lier Chemical Co., Ltd. is based in Chengdu, Sichuan Province, and was established on July 26, 2000, with its stock listed on July 8, 2008. The company specializes in the research, production, and sales of safe pesticides, including chlorinated pyridine, organophosphorus, sulfonylurea, and substituted urea [1]. - The revenue composition of Lier Chemical includes: 61.17% from pesticide raw materials, 21.31% from pesticide formulations, 9.09% from pesticide intermediates, 4.29% from agrochemical product circulation, 3.45% from chemical materials, 0.56% from environmental disposal, and 0.14% from other sources [1]. Financial Performance - For the period from January to September 2025, Lier Chemical achieved a revenue of 6.709 billion yuan, representing a year-on-year growth of 29.31%. The net profit attributable to shareholders was 381 million yuan, showing a remarkable increase of 189.07% compared to the previous year [2]. - Since its A-share listing, Lier Chemical has distributed a total of 1.496 billion yuan in dividends, with 720 million yuan distributed over the past three years [3]. Shareholder Structure - As of October 31, 2025, Lier Chemical had 42,000 shareholders, a decrease of 2.35% from the previous period. The average number of circulating shares per person increased by 2.40% to 19,008 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 13.308 million shares, an increase of 5.8814 million shares from the previous period. New shareholder Penghua China 50 Mixed Fund holds 5.256 million shares [3].

Group 1 - The agricultural chemical sector increased by 1.11% on November 17, with Chengxing Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3972.03, down 0.46%, while the Shenzhen Component Index closed at 13202.0, down 0.11% [1] - Chengxing Co., Ltd. saw a closing price of 13.39, with a rise of 7.55% and a trading volume of 1,002,100 shares, amounting to a transaction value of 1.326 billion [1] Group 2 - The agricultural chemical sector experienced a net outflow of 299 million from institutional investors, while retail investors saw a net inflow of 446 million [2] - Salt Lake Co., Ltd. had a net inflow of 209 million from institutional investors, but a net outflow of 32.01 million from speculative funds [3] - Chengxing Co., Ltd. had a net inflow of 69.19 million from institutional investors, with a net outflow of 74.30 million from speculative funds and a net inflow of 5.11 million from retail investors [3]

Core Viewpoint - The 26th Central (Hunan) Agricultural Expo has introduced a new agricultural input section, showcasing Hunan's innovations in the green pesticide sector through the participation of eight key pesticide production companies [1][2] Group 1: Event Overview - The expo took place from November 14 to 17, featuring a dedicated agricultural input section for the first time [1] - The Hunan Pesticide Association organized the participation of eight major pesticide companies, including Hunan Haili and Lier Chemical, to highlight the province's advancements in green pesticides [1] Group 2: Participating Companies - The participating companies represent critical segments of the pesticide industry chain, including raw material giants like Hunan Haili, which has established the world's largest carbamate pesticide production base [1] - Other notable companies include Lier Chemical, recognized for its achievements in formulation, along with Haohua Chemical, Nongda Haite Agricultural Chemicals, Shenlong Technology, Dafang Agricultural Chemicals, Wanjiafeng Technology, and Zefeng Agricultural Chemicals, forming a comprehensive industry display matrix [1] Group 3: Innovations and Impact - The companies showcased their latest achievements in green pesticide research and development, precision application technology, integrated pest management solutions, and environmentally friendly formulation products [1] - Representatives from participating companies expressed that the expo provided significant exposure for their green products, enhancing brand influence and facilitating precise connections with upstream and downstream resources [1] Group 4: Future Directions - The Hunan Pesticide Association aims to continue serving as a bridge for the industry, promoting a focus on green technology research and driving the transformation of Hunan's pesticide industry towards efficiency, safety, and environmental sustainability [2]

Core Viewpoint - The company is undergoing a potential change in its controlling shareholder and actual controller due to a public transfer of shares by its major shareholders, which is subject to regulatory approval and carries uncertainties regarding the transfer process [2][4]. Group 1: Share Transfer Details - Sichuan Jiuyuan Investment Holding Group Co., Ltd. (Jiuyuan Group), the controlling shareholder, intends to transfer 160,087,446 shares, representing 20% of the company's total equity, through a public transfer [2][3]. - Sichuan Huacai Technology Co., Ltd. (Huacai Technology), the third-largest shareholder, plans to transfer 28,015,303 shares, accounting for 3.5% of the total equity, in the same public transfer [3]. - The transfer price will be determined based on the higher of the average weighted price over the last 30 trading days prior to the announcement date or the audited net asset value per share from the most recent fiscal year [3]. Group 2: Regulatory and Approval Aspects - The public transfer of shares requires approval from the State-owned Assets Supervision and Administration Commission and other relevant authorities, leading to uncertainties regarding the timing and feasibility of the transfer process [2][4]. - Until the transfer process is completed, there is uncertainty regarding the identity of the transferee [3][4]. Group 3: Communication and Disclosure - The company will maintain close communication with Jiuyuan Group and Huacai Technology and will fulfill its information disclosure obligations in accordance with relevant laws and regulations [4].

证券代码：002258 证券简称：利尔化学 公告编号：2025-037 协议转让公司部分股份的提示性公告 本公司及董事会全体成员保证信息披露内容的真实、准确和 完整，没有虚假记载、误导性陈述或重大遗漏。 重要内容提示： 1、本次公开征集转让的实施将可能导致公司控股股东和实际控 制人发生变更； 2、在完成公开征集转让程序前，本次公开征集转让的受让方存 在不确定性； 3、本次公开征集转让尚需取得国有资产监督管理部门等有权机 构的批准，因此能否进入本次公开征集转让程序及何时进入公开征集 转让程序存在不确定性。 2025年5月19日，利尔化学股份有限公司（以下简称"公司"或"利 尔化学"）在中国证券报和巨潮资讯网披露了《关于公司控股股东、 实际控制人拟将发生变更的提示性公告》（2025-019）。 2025年11月14日，公司收到控股股东四川久远投资控股集团有 限公司（以下简称"久远集团"，目前持有公司23.78%股权）《关于拟 通过公开征集转让方式转让利尔化学股份有限公司部分股份的告知 函》，根据《上市公司国有股权监督管理办法》等有关规定，久远集 团拟通过公开征集转让方式转让持有的公司160,087,446股股份， ...

Core Insights - As of the end of October, the number of shareholders for Lier Chemical (002258) reached 42,042 [1] Company Information - Lier Chemical has actively engaged with investors through an interactive platform, indicating a commitment to transparency and communication [1] - The increase in shareholder count may reflect growing investor interest in the company [1]

Core Viewpoint - Lier Chemical (002737.SZ) announced that its controlling shareholder, Jiuyuan Investment Holding Group Co., Ltd., plans to transfer 160 million shares, representing 20% of the company's total equity, through a public solicitation transfer [1] Group 1 - Jiuyuan Group currently holds 23.78% of Lier Chemical's shares [1] - The transfer involves non-restricted legal person shares [1] - Concurrently, the third largest shareholder, Sichuan Huacai Technology Co., Ltd., plans to transfer 28.0153 million shares, accounting for 3.5% of the total equity, also through a public solicitation transfer [1] Group 2 - Huacai Technology currently holds 8.42% of Lier Chemical's shares [1] - Both transfers are in accordance with the relevant regulations of the State-owned Assets Supervision and Administration [1] - The shares being transferred are also non-restricted legal person shares [1]

Core Viewpoint - The company confirmed that its subsidiaries in Hunan, namely Hunan Lier Bio and Hunan Bide Biochemical, are operating normally following the launch of their projects [1][2]. Summary by Categories - **Company Operations** - The company stated that the production and operations of its Hunan subsidiaries are normal [1]. - An investor inquired about the operational status of the Hunan project after its launch, indicating investor interest in the company's performance [2].