利尔化学(002258.SZ)发布业绩快报，2025年营业总收入90.08亿元，同比增长23.21%，归属于上市公司 股东的净利润4.79亿元，同比增长122.33%。2025年，虽然依旧面临激烈市场竞争，但受益于公司部分 产品需求增长，综合毛利率同比有所上涨以及降本增效所取得的成效，带动公司业绩同比上涨。 ...

格隆汇1月23日丨利尔化学(002258.SZ)公布2025年度业绩快报，营业总收入900,775.41万元，同比增长 23.21%，归属于上市公司股东的净利润47,876.71万元，同比增长122.33%。2025年，虽然依旧面临激烈 市场竞争，但受益于公司部分产品需求增长，综合毛利率同比有所上涨以及降本增效所取得的成效，带 动公司业绩同比上涨。报告期内，公司营业总收入、营业利润、归属于上市公司股东的净利润分别较去 年同期分别上涨23.21%、105.03%、122.33%。 ...

每经AI快讯，1月23日，利尔化学发布业绩快报，2025年营业总收入90.08亿元，同比增长23.21%，归属 于上市公司股东的净利润4.79亿元，同比增长122.33%。2025年，虽然依旧面临激烈市场竞争，但受益 于公司部分产品需求增长，综合毛利率同比有所上涨以及降本增效所取得的成效，带动公司业绩同比上 涨。 ...

格隆汇1月23日丨利尔化学(002258.SZ)公布2025年度业绩快报，营业总收入900,775.41万元，同比增长 23.21%，归属于上市公司股东的净利润47,876.71万元，同比增长122.33%。2025年，虽然依旧面临激烈 市场竞争，但受益于公司部分产品需求增长，综合毛利率同比有所上涨以及降本增效所取得的成效，带 动公司业绩同比上涨。报告期内，公司营业总收入、营业利润、归属于上市公司股东的净利润分别较去 年同期分别上涨23.21%、105.03%、122.33%。 ...

利尔化学发布业绩快报，2025年度营业总收入90.08亿元，同比增长23.21%；净利润4.79亿元，同比增 长122.33%。2025年，虽然依旧面临激烈市场竞争，但受益于公司部分产品需求增长，综合毛利率同比 有所上涨以及降本增效所取得的成效，带动公司业绩同比上涨。 ...

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。 特别提示： 本公告所载 2025 年度的财务数据仅为初步核算数据，已经公司 内部审计部门审计，未经会计师事务所审计，与年度报告中披露的最 终数据可能存在差异，请投资者注意投资风险。 | | 单位：万元 | | | | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期 | 增减变动幅度 | | 营业总收入 | 900,775.41 | 731,088.17 | 23.21% | | 营业利润 | 72,177.41 | 35,204.11 | 105.03% | | 利润总额 | 69,391.17 | 34,251.68 | 102.59% | | 归属于上市公司股东的 | 47,876.71 | 21,533.68 | 122.33% | | 净利润 | | | | | 扣除非经常性损益后的 | | | | | 归属于上市公司股东的 净利润 | 47,903.94 | 20,058.02 | 138.83% | | 基本每股收益（元） | 0.5981 | 0.2690 | ...

Group 1 - The core viewpoint of the article is that the chemical industry is experiencing a cyclical recovery driven by new demand, with the sustainability of this cycle being a key question for market participants [1][12] - The chemical price index (CCPI) has dropped nearly 40% from its peak in 2021, currently sitting at a historical percentile of just over 20% [1] - The profit margin for the chemical raw materials and products industry is projected to be just over 4% in the first three quarters of 2025, indicating that the industry is still near the bottom of its profit cycle [1] Group 2 - The first signal of recovery is seen in specific products like potassium chloride and lithium carbonate, with companies like Salt Lake Potash showing significant profit increases despite overall declines in production and sales [3][4] - The second signal comes from a contraction in corporate investment behavior, with capital expenditures for petrochemical companies declining by 18.3% and 10.1% in 2024 and the first three quarters of 2025, respectively [5] - The third signal is the shift in market expectations, with the scale of chemical ETFs increasing from 2.5 billion to 25.7 billion, indicating a recovery in investor sentiment [6] Group 3 - The article discusses the global shift in chemical production from high-cost regions like Europe and Japan to lower-cost regions like China, which is filling the gap left by closures in Europe [8][9] - The domestic market is also undergoing a transition from "involution" to "anti-involution," with regulatory measures aimed at reducing low-price competition and promoting quality improvements [10] - Specific examples of product price recovery include organic silicon and polyurethane, where leading companies are collaborating to stabilize prices [11] Group 4 - New demand drivers include the second wave of growth in the renewable energy sector, with significant increases in battery production expected, which will impact the lifecycle of traditional chemical products [12][13] - Innovations driven by AI, semiconductors, and robotics are creating new material demands, with companies transitioning to higher-value products in electronic chemicals and lubricants [14] - The negative impact of old demand is diminishing, leading to a more stable recovery in the chemical sector, characterized by a "slow bull" market rather than rapid fluctuations [15]

Group 1 - The core point of the article highlights that Lier Chemical's trading volume reached 1.005 billion RMB, marking a new high since May 30, 2025 [2] - The latest stock price of Lier Chemical increased by 3.11%, with a turnover rate of 7.48% [2] - The previous trading day saw a total trading volume of 635 million RMB for the stock [2] Group 2 - Lier Chemical Co., Ltd. was established on July 26, 2000, with a registered capital of 800.437228 million RMB [2]

Core Viewpoint - The article discusses the impact of the upcoming export tax rebate cancellation on various companies in the glyphosate industry, highlighting their strategies to mitigate cost pressures and capitalize on market opportunities. Group 1: Company Strategies and Advantages - Xingfa Group, a leading player in the phosphate chemical industry, benefits from a complete supply chain and cost control, allowing it to quickly pass on cost pressures post-export tax rebate cancellation [1][19] - Yangnong Chemical, a leader in the biorational pesticide sector, plans to shift towards high-value formulation exports, leveraging its strong overseas registration and channel networks [2][20] - Hebang Biotechnology has a high self-sufficiency rate in raw materials, which helps it mitigate cost increases and capture orders during overseas inventory replenishment cycles [3][19] - Runfeng Co., a prominent pesticide exporter, can quickly adjust its product structure to high-value formulations, benefiting from its global partnerships and supply chain flexibility [4][20] - Xin'an Chemical, known for its integrated production model, significantly reduces costs and enhances flexibility in price transmission through its dual production of organic silicon and glyphosate [5][21] Group 2: Market Position and Growth Potential - Taihe Co. focuses on raw material production and aims to expand its market share by optimizing production costs and enhancing its domestic formulation market presence [6][22] - Andermatt Biocontrol, a global leader in pesticide formulations, plans to leverage its strong R&D capabilities and global network to maintain market leadership post-tax rebate changes [7][24] - Lier Chemical, with a complete R&D and production system, aims to enhance its market position through technological upgrades and a stable raw material supply chain [8][25] - Nopson, a leading pesticide formulation company, is expected to strengthen its domestic market position by quickly adapting to changes in export pressures [9][26] - Jiangshan Co., a top glyphosate producer, is positioned to benefit from its scale and technological advantages, allowing it to consolidate market share amid industry restructuring [10][28] Group 3: Industry Trends and Challenges - The glyphosate industry is experiencing consolidation, with companies poised to capture market share from smaller players exiting the market due to increased competition and regulatory pressures [11][29] - Companies are focusing on technological advancements and product iterations to address challenges such as glyphosate resistance and to enhance their competitive edge [12][30] - The shift towards high-value formulations and domestic market focus is a common strategy among companies to mitigate the impact of the export tax rebate cancellation [13][34]

截至1月19日收盘，草甘膦概念上涨3.46%，位居概念板块涨幅第3，板块内，16股上涨，利尔化学涨 停，江山股份、扬农化工、红太阳等涨幅居前，分别上涨7.62%、5.36%、4.12%。 资金流入比率方面，利尔化学、红太阳、诺普信等流入比率居前，主力资金净流入率分别为16.27%、 16.12%、14.41%。（数据宝） 草甘膦概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002258 | 利尔化 学 | 10.01 | 5.01 | 10333.71 | 16.27 | | 600141 | 兴发集 团 | 2.70 | 2.08 | 6661.27 | 7.08 | | 002215 | 诺普信 | 3.72 | 3.62 | 4771.91 | 14.41 | | 000525 | 红太阳 | 4.12 | 3.77 | 3872.33 | 16.12 | | 301665 | 泰禾股 份 | 2 ...