利尔化学（002258）(002258.SZ)发布公告，股东中通投资有限公司(以下简称"中通投资")计划自减持预 披露公告之日起15个交易日后的3个月内(即2026年2月6日-2026年5月5日)，以集中竞价和/或大宗交易的 方式减持公司股份不超过2401.31万股(不超过公司总股本3%)。 ...

智通财经APP讯，利尔化学(002258.SZ)发布公告，股东中通投资有限公司(以下简称"中通投资")计划自 减持预披露公告之日起15个交易日后的3个月内(即2026年2月6日-2026年5月5日)，以集中竞价和/或大宗 交易的方式减持公司股份不超过2401.31万股(不超过公司总股本 3%)。 ...

格隆汇1月14日丨利尔化学(002258.SZ)公布，公司的股东中通投资有限公司（以下简称"中通投资"）计 划自减持预披露公告之日起15个交易日后的3个月内（即2026年2月6日-2026年5月5日），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%）。 ...

每经头条（nbdtoutiao）——海利生物增值9倍并购的企业，估值8个月"腰斩"，其第一大客户竟是尚未 成立的公司，离奇的事还不少…… （记者 曾健辉） 每经AI快讯，利尔化学1月14日晚间发布公告称，持有利尔化学股份有限公司股份约6998万股（占公司 总股本比例为8.74%）的股东中通投资有限公司计划自减持预披露公告之日起15个交易日后的3个月内 （即2026年2月6日至2026年5月5日期间），以集中竞价和/或大宗交易的方式减持公司股份不超过约 2401万股，其中，通过集中竞价交易方式减持的股份不超过约800万股；通过大宗交易方式减持的股份 不超过约1601万股。 ...

证券代码：002258 证券简称：利尔化学 公告编号：2026-002 利尔化学股份有限公司 关于持股 5%以上股东减持股份预披露公告 持股5%以上的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。 一、股东的基本情况 （一）股东的名称：中通投资有限公司 — 1 — （二）股东持有股份的总数量、占本公司总股本的比例：截至本公 告披露日，中通投资持有本公司股份总数为 69,979,469 股，占本公司 总股本的 8.74%。 二、本次减持计划的主要内容 （一）本次拟减持的原因、股份来源、数量、方式、占本公司总股 本的比例、减持期间（不超过 3 个月）、价格区间等具体安排。 特别提示： 持有利尔化学股份有限公司（以下简称"本公司"）股份 69,979,469 股（占本公司总股本比例 8.74%）的股东中通投资有限公司（以下简 称"中通投资"）计划自减持预披露公告之日起 15 个交易日后的 3 个月 内（即 2026 年 2 月 6 日-2026 年 5 月 5 日），以集中竞价和/或大宗交 ...

21智讯1月14日电，利尔化学公告，持股5%以上的股东中通投资有限公司计划自减持预披露公告之日起 15个交易日后的3个月内（即2026年2月6日-2026年5月5日），以集中竞价和/或大宗交易的方式减持公 司股份不超过24,013,116股（不超过公司总股本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（不超过公司 总股本2%）。截至公告披露日，中通投资持有公司股份69,979,469股，占公司总股本8.74%。本次减持 原因为股东资金需求，股份来源为首次公开发行前已发行股份及参与公司配股所取得的股份，减持价格 将根据减持时的二级市场价格确定。本次减持不会导致公司控制权发生变化，不会对公司治理结构及持 续经营产生影响。 ...

Investment Rating - The investment rating for the pesticide industry is "Outperform the Market" (maintained) [1][5] Core Views - The cancellation of export tax rebates for certain pesticides, including glyphosate, is expected to accelerate the elimination of outdated production capacity in the industry. This will initially squeeze profit margins for glyphosate producers but may lead to price increases due to heightened export demand and domestic spring planting preparations. In the medium to long term, if price increases do not match the loss of export tax rebates, companies will face higher costs, prompting further capacity reductions and encouraging a shift towards higher-value products [3][4] - The price of glyphosate has significantly decreased from a historical high of 370,000 yuan/ton to 43,900 yuan/ton, a drop of 88.14%, enhancing its cost-effectiveness and driving rapid market demand growth. China's glyphosate production is projected to increase from 18,300 tons in 2020 to 120,400 tons by 2025, representing a compound annual growth rate of 45.78% [8][9] - The export value of pesticide formulations is expected to continue rising, with the export amount for pesticide formulations in 2024 reaching 61.36 billion yuan, surpassing the export amount of raw materials for the first time, accounting for 54.12% of total pesticide exports [12] Summary by Sections Industry Overview - The cancellation of export tax rebates is a significant change for pesticide companies, which have relied on these rebates as a crucial source of funding for normal operations. The current competitive landscape is challenging, with many companies facing profitability pressures [4] Market Dynamics - Glyphosate's price drop has led to a notable increase in demand, with production capacity expected to grow significantly. The industry has maintained high operating rates, with glyphosate production facilities operating at over 80% capacity for eight consecutive months, indicating strong downstream demand [9] Export Trends - The cancellation of export tax rebates for certain raw pesticides does not affect pesticide formulations, which continue to enjoy a 9% export tax rebate. This is expected to further boost the export volume and share of pesticide formulations in the market [12] Investment Recommendations - Key companies recommended for investment include Lier Chemical, a leader in chlorinated pyridine herbicides and glyphosate, and Limin Co., which is seeing price increases in multiple main pesticide products [16]

Core Viewpoint - Lier Chemical's stock has shown a positive trend in recent months, with significant revenue and profit growth reported for the year 2025, indicating strong operational performance and investor interest [2][3]. Group 1: Stock Performance - On January 13, Lier Chemical's stock price decreased by 2.08%, trading at 14.10 yuan per share, with a total market capitalization of 11.286 billion yuan [1]. - Year-to-date, the stock price has increased by 8.05%, with a 3.91% rise over the last five trading days, 9.73% over the last 20 days, and 16.14% over the last 60 days [1]. - The net outflow of main funds was 17.5697 million yuan, with large orders showing a buy of 35.1264 million yuan and a sell of 47.8978 million yuan [1]. Group 2: 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%, while the net profit attributable to shareholders was 381 million yuan, up 189.07% year-on-year [2]. - The company has distributed a total of 1.496 billion yuan in dividends since its A-share listing, with 720 million yuan distributed over the past three years [3]. Group 3: Shareholder Information - As of November 30, the number of shareholders for Lier Chemical was 40,300, a decrease of 4.20% from the previous period, while the average circulating shares per person increased by 4.39% to 19,842 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 [3].

Group 1 - The glyphosate concept index declined by 0.02%, ranking among the top declines in the concept sector, with companies like Hebang Biotechnology, Jiangshan Shares, and Xingfa Group experiencing significant drops [1] - Among the companies in the glyphosate sector, 9 stocks saw price increases, with notable gains from Nuo Shun (up 4.20%), Li Er Chemical (up 3.45%), and Jiang Tian Chemical (up 2.26%) [1][3] Group 2 - The glyphosate concept sector experienced a net outflow of 234 million yuan, with 13 stocks seeing net outflows, and 5 stocks exceeding 10 million yuan in outflows, led by Hebang Biotechnology with a net outflow of 134 million yuan [2] - Other companies with significant net outflows include Jiangshan Shares (57.89 million yuan), Hongtaiyang (29.72 million yuan), and Xin'an Shares (23.04 million yuan) [2] - Conversely, the companies with the highest net inflows included Li Er Chemical (40.21 million yuan), Nuo Shun (18.77 million yuan), and Zhongnong Lihua (3.39 million yuan) [2]

Group 1 - The agricultural chemical sector experienced a decline of 0.63% on January 12, with Hebang Biotechnology leading the losses [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] - Notable gainers in the agricultural chemical sector included Lianhua Technology, which rose by 7.73% to a closing price of 17.69, and Li'er Chemical, which increased by 3.45% to 14.40 [1] Group 2 - Major stocks in the agricultural chemical sector saw significant outflows, with a net outflow of 8.88 billion yuan from institutional investors, while retail investors saw a net inflow of 5.93 billion yuan [2] - Hebang Biotechnology reported a decline of 5.15%, closing at 2.21, with a trading volume of 4.54 million shares and a transaction value of 10.09 billion yuan [2] - The stock performance of Jiangshan Co. and Dongfang Iron Tower also showed declines of 5.11% and 5.01%, respectively [2] Group 3 - Salt Lake Co. had a net inflow of 73.60 million yuan from institutional investors, while retail investors experienced a net outflow of 101 million yuan [3] - Chuanjin Nuo saw a net inflow of 63.61 million yuan from institutional investors, but a significant outflow of 81.21 million yuan from retail investors [3] - Li'er Chemical had a net inflow of 51.84 million yuan from institutional investors, with retail investors experiencing a net outflow of 36.75 million yuan [3]