Group 1: Production Capacity and Market Outlook - The company has a current production capacity of 600 tons/year for glyphosate, with a positive market outlook and rapid growth anticipated [1] - The company is advancing a glyphosate project with a planned capacity of 2000 tons/year, establishing a wholly-owned subsidiary for this purpose [3] Group 2: Impact of Relocation and Production Adjustments - The relocation and technical upgrade project for Kuida Agricultural Chemicals has been completed and is in trial production, which is expected to optimize its main business and expand production scale in the long term [3] - Short-term impacts may include increased operational costs and a transitional period before full production capacity is achieved [3] Group 3: Market Competition and Product Strategy - The company’s main products are experiencing price fluctuations due to intensified market competition, but it still maintains a competitive advantage [3] - The domestic market expansion has been a key focus since 2006, with significant growth in brand formulation sales and plans to establish an independent formulation subsidiary [4] Group 4: Future Development Plans - The company aims to maintain the competitive edge of existing products while actively promoting the development of glyphosate and domestic formulations [4] - A long-term incentive fund plan for core employees has been approved, which is expected to enhance management stability and drive sustainable development [4] Group 5: Financing and Funding Arrangements - As a listed company, the company has access to various financing channels and will determine funding methods based on specific capital needs [5]

利尔化学股份有限公司 证券代码：002258 证券简称：利尔化学 | --- | --- | --- | --- | --- | |-------------------------|-----------------------------|------------------------------------------------------|--------|---------| | | | | 编号： | 2014-07 | | | | | | | | 投资者关系活动 | √ | 特定对象调研 □分析师会议 | | | | 类别 | □媒体采访 □业绩说明会 | | | | | | □ 新闻发布会 □路演活动 | | | | | | □现场参观 | □ 其他 （请文字说明其他活动内 | | | | | 容） | | | | | 参与单位名称及 人员姓名 | 平安证券：鄢祝兵 | | | | | | | | | | | 时间 | 2014 年 9 月 9 日 | 13:15 | | | | 地点 | 公司 二楼会议室 | | | | | 上市公司接待人 | 副总/董秘：刘军 | | | | | 员姓 ...

利尔化学股份有限公司 证券代码：002258 证券简称：利尔化学 | --- | --- | --- | --- | --- | --- | |-------------------------|-------------------------|----------------------------------|--------|----------------------------------------------------|---------| | | | | 编号： | | 2015-06 | | | | | | | | | 投资者关系活动 | √ | 特定对象调研 □分析师会议 | | | | | 类别 | □媒体采访 □业绩说明会 | | | | | | | □ 新闻发布会 □路演活动 | | | | | | | □现场参观 | □ | | 其他 （请文字说明其他活动内容） | | | 参与单位名称及 人员姓名 | | | | 渤海证券：张敬华，创金合信基金：龚超 | | | 时间 | 2015 年 8 月 25 | 日 9:45 | | | | | 地点 | 公司 二楼会议室 | | | ...

利尔化学股份有限公司 证券代码：002258 证券简称：利尔化学 利尔化学股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | --- | --- | --- | |-------------------------|----------------------------------------------------------|-------|-------|--------|----------------------------------------------------------|---------| | | | | | 编号： | | 2015-07 | | | | | | | | | | 投资者关系活动 | √ 特定对象调研 □分析师会议 | | | | | | | 类别 | □媒体采访 □业绩说明会 | | | | | | | | □ 新闻发布会 □路演活动 | | | | | | | | □现场参观 | □ | | | 其他 （请文字说明其他活动内容） | | | 参与单位名称及 人员姓名 | 招商证券：马太 | | | | | | | 时间 | 20 ...

Group 1: Company Overview - Lier Chemical Co., Ltd. was established in 1993 and is a high-tech enterprise in Sichuan Province, responding to the national military-civilian integration initiative [1] - The company is located in Mianyang, Sichuan, and has over 2,000 employees across three production bases in Sichuan Mianyang, Jiangsu Nantong, and Sichuan Guang'an [3] Group 2: Product Capacity and Market - The current production capacity for glyphosate is 10,000 tons per year, but production has not commenced due to market changes [4] - The company has a production capacity of 1,800 tons per year for Bika grass and 3,000 tons per year for Diquat, facing increased competition in the international pesticide market [4] - The company has achieved a production capacity of 600 tons per year for glufosinate and has commercialized its production technology, with the market for this product growing rapidly [3] Group 3: Shareholder Engagement - Major shareholders are highly concerned about the company's development and have committed to fully subscribing to the company's proposed share placement according to their shareholding ratios [5] Group 4: Environmental Responsibility - The company emphasizes its commitment to environmental protection and plans to enhance its efforts in this area to ensure harmonious development with the social environment [6]

Company Overview - Lier Chemical Co., Ltd. was established in 1993 and is a high-tech enterprise in Sichuan Province, responding to the national military-civilian integration initiative [1] - The company is located in Mianyang, Sichuan, with production bases in Mianyang, Nantong, and Guang'an, employing over 2,000 people [2] Product and Production Capacity - The company focuses on developing safe pesticides, including herbicides, fungicides, and insecticides [2] - Current production capacity for glyphosate is 10,000 tons/year, while the capacity for other products includes 1,800 tons/year for Bika grass and 3,000 tons/year for Diquat [3] - The company has a production capacity of 600 tons/year for glufosinate and has achieved commercial production with advanced domestic technology [2][3] Financing and Shareholder Support - The company has chosen a rights issue as a method of refinancing, which aligns with its current situation [2] - Major shareholders have committed to fully subscribing to the rights issue according to their shareholding ratios, demonstrating confidence in the company's development [4] Market Position and Competition - The company maintains a competitive advantage in its main products, although it faces increased market competition affecting profit margins [3][5] - The market for glufosinate remains strong, with rapid growth, but the production technology is complex, limiting large-scale production to a few companies [2][3] Future Development Plans - The company plans to establish a production line for 1,000 tons/year of glufosinate intermediates at its Mianyang base, contingent on obtaining project environmental assessments [3] - Future strategies include maintaining the competitive edge of existing products while actively developing glufosinate and domestic formulations [5]

利尔化学股份有限公司 证券代码：002258 证券简称：利尔化学 编号： 2014-14 | --- | --- | --- | --- | --- | --- | --- | |-------------------------|--------------------------------|--------------------------------|------------------------------------------------------|-------|--------------------------------------------------------|-------| | | | | | | | | | | | | | | | | | 投资者关系活动 | √ | 特定对象调研 □分析师会议 | | | | | | 类别 | | □媒体采访 □业绩说明会 | | | | | | | □ | 新闻发布会 □路演活动 | | | | | | | □现场参观 | □ | | | 其他 （请文字说明其他活动内 | | | | 容） | | | | | | | 参与单位名称及 ...

利尔化学股份有限公司 证券代码：002258 证券简称：利尔化学 利尔化学股份有限公司投资者关系活动记录表 编号： 2015-01 | --- | --- | --- | --- | --- | |----------------|------------------------------|--------------------------------------------------------|-------|-------| | | | | | | | 投资者关系活动 | √ | 特定对象调研 □分析师会议 | | | | 类别 | □媒体采访 □业绩说明会 | | | | | | □ 新闻发布会 □路演活动 | | | | | | □现场参观 | □ 其他 （请文字说明其他活动内 | | | | | 容） | | | | | 参与单位名称及 | 申万菱信基金：谭涛 | | | | | 人员姓名 | | | | | | 时间 | 2015 年 2 月 15 | 日 13:30 | | | | 地点 | 公司 二楼会议室 | | | | | 上市公司接待人 | 副总/董秘：刘军 | | | | | ...

Group 1: Production Capacity and Projects - In 2014, the company completed the construction and installation of a new 1,000 tons/year capacity for glyphosate at its Mianyang headquarters, with production expected to commence by the end of March 2015 [1] - The Guang'an project has passed various evaluations and is progressing steadily towards government approval for construction [2] - The company has relocated and upgraded its phosgene and phosgene products, entering trial production, while facing challenges such as rising operational costs [2] Group 2: Product Performance and Market Position - The company’s older products, such as Bika grass and Dichlorvos, remain competitive despite market fluctuations, with ongoing investments in improvements [3] - Major domestic competitors in glyphosate production include Zhejiang Yongnong, Jiangsu Huangma, Hebei Baishida, and Weiyuan Biochemical [3] - Since entering the domestic market in 2006, the company has significantly increased its brand formulation sales and aims to further develop its formulation business alongside raw materials [3] Group 3: Strategic Direction - The company's strategic focus remains on pesticide formulations and raw materials, with aspirations to create a globally competitive chemical enterprise [3][4]

利尔化学股份有限公司 证券代码：002258 证券简称：利尔化学 利尔化学股份有限公司投资者关系活动记录表 编 号 ： 2015- 08 | --- | --- | --- | |----------------|-----------------------|----------------------------------------------------------| | | | | | 投资者关系活动 | √ | 特定对象调研 □分析师会议 | | 类别 | | □媒体采访 □业绩说明会 | | | □ | 新闻发布会 □路演活动 | | | □现场参观 | □ 其他 （请文字说明其他活动内容） | | 参与单位名称及 | | 宏道投资：常伟、季巍，华创证券：曹令、冯自力 | | 人员姓名 | | | | 时间 | 2015 年 11 月 | 11 日 9:40 | | 地点 | 公司 二楼会议室 | | | 上市公司接待人 | 副总/董秘：刘军 | | | 员姓名 | 证代/董办主任：靳永恒 | | | 投资者关系活动 | 1 | 、公司毕克草、毒莠定等老产品产品情况？ | | 主要内容介绍 | ...