Financial Performance - The company's operating revenue for the first half of 2023 was approximately ¥526.52 million, a decrease of 36.08% compared to ¥823.78 million in the same period last year[22]. - The net profit attributable to shareholders was a loss of approximately ¥91.66 million, representing a significant increase in loss of 5,840.52% compared to a loss of ¥1.54 million in the previous year[22]. - The basic and diluted earnings per share were both -¥0.25, a decrease of 6,150.00% compared to -¥0.004 in the previous year[22]. - The company reported a total comprehensive loss of CNY 91,386,049.63 for the first half of 2023, compared to a loss of CNY 1,542,974.10 in the previous year[157]. - The company reported a net profit of 386 million yuan for the current period, which is a notable performance indicator[172]. Assets and Liabilities - The total assets at the end of the reporting period were approximately ¥1.46 billion, a decrease of 1.13% from ¥1.48 billion at the end of the previous year[22]. - The company's total liabilities grew by 6.72% year-on-year, reaching CNY 1,193.11 million[36]. - The net assets attributable to shareholders decreased by 25.69% to approximately ¥265.73 million from ¥357.59 million at the end of the previous year[22]. - The total liabilities increased to CNY 1,900 million, which is a decrease from the previous year's figure[176]. Cash Flow - The net cash flow from operating activities improved to a loss of approximately ¥5.62 million, an 86.16% improvement from a loss of ¥40.61 million in the same period last year[22]. - Cash inflow from financing activities was 146,000,000.00 CNY, while cash outflow was 117,027,590.74 CNY, resulting in a net cash inflow of 28,972,409.26 CNY[163]. - The cash balance at the beginning of the period was 5,716,683.13 CNY, showing a decrease in liquidity compared to the previous period[165]. Market Position and Strategy - The company is a major producer of fungicides and has developed key technologies for herbicides, positioning itself as a leading supplier in the domestic market[33]. - The company primarily sells its raw pesticide products to overseas markets, while its formulations are mainly sold domestically[35]. - The company plans to enhance market competitiveness by accelerating technological upgrades and expanding into emerging markets[57]. - The company plans to continue its market expansion and product development strategies to enhance future growth prospects[171]. Environmental Compliance - The company emphasizes environmental protection and adheres to national environmental laws, ensuring pollutant emissions meet quality standards[58]. - The company strictly follows environmental standards for air and water quality, ensuring compliance with national regulations[71]. - The company has implemented a principle of "source control, centralized treatment, and compliant discharge" for air emissions, enhancing environmental quality and sustainability[81]. Legal and Compliance Issues - The company is involved in a significant lawsuit regarding a rental contract dispute, with a claim amount of 2.55 million CNY for repair and compensation costs[98]. - Legal actions have been initiated against the performance commitment parties due to non-fulfillment, with assets frozen amounting to 69 million CNY[93]. - The company has not reported any non-operating fund occupation by controlling shareholders or related parties during the reporting period[94]. Research and Development - Research and development investment increased by 99.76% to CNY 4.53 million during the reporting period[43]. - The company aims to leverage its research and development capabilities to innovate new pesticide formulations and improve existing products[187]. Shareholder and Capital Structure - The company plans to issue up to 106 million shares at a price of CNY 3.80 per share, aiming to raise no more than CNY 402.80 million[37]. - The new controlling shareholder is Zheng Xu, effective June 16, 2023[138]. - The company completed the transfer of shares as per the agreements on July 10, 2023, and August 9, 2023[128]. Risk Management - The company faces various risks including market competition, safety and environmental risks, and fluctuations in raw material prices[4]. - The company emphasizes the importance of investors understanding the risks associated with forward-looking statements in the report[4]. - To mitigate raw material price volatility, the company implements measures such as pre-ordering, locking prices, and improving raw material utilization efficiency[59].

证券代码：002513 证券简称：蓝丰生化 公告编号：2023-076 江苏蓝丰生物化工股份有限公司 关于全资子公司宁夏蓝丰诉讼进展情况的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在虚假记载、 误导性陈述或者重大遗漏。 特别提示： 1.案件所处的诉讼阶段：宁夏回族自治区中卫市中级人民法院作出终审判决 2.公司所处的当事人地位：公司全资子公司宁夏蓝丰精细化工有限公司作为 上诉人（原审被告、反诉原告） 3.对公司损益产生的影响：公司已于 2022 年根据本案（2019）宁 0502 民初 2586 号判决结果计提了预计负债 269.34 万元，本次终审判决维持原判，公司将 对该笔预计负债转至其他应付款。 近日，江苏蓝丰生物化工股份有限公司（以下简称"公司"或"本公司"） 全资子公司宁夏蓝丰精细化工有限公司（以下简称"宁夏蓝丰"）收到宁夏回族 自治区中卫市中级人民法院作出的（2023）宁 05 民终 575 号《民事判决书》， 现就有关情况公告如下： 三、原告（反诉被告）美利浆纸于本判决生效后二十日内向被告（反诉原告） 宁夏蓝丰退还保证金 600,000 元； 一、本次诉讼的前期基本情况 1、2 ...

证券代码：002513 证券简称：蓝丰生化 公告编号：2023-075 江苏蓝丰生物化工股份有限公司 江苏蓝丰生物化工股份有限公司董事会 2023 年 8 月 18 日 江苏蓝丰生物化工股份有限公司（以下简称"公司"）近期对 400kt/a 硫磺 制酸及余热发电生产装置全面停车检修，受其影响，公司甲基硫菌灵生产装置 （5000 吨/年）、表面活性剂生产装置（5000 吨/年）、丁硫克百威生产装置（2000 吨/年）、环嗪酮（1000 吨/年）等相关产品亦间歇性停产，首次计划检修时间不 超过 30 日，由于检修进度未按预期完成，相关产品生产装置将延期复产，预计 本次延期不超过 45 日。具体内容详见公司于 2023 年 5 月 31 日、2023 年 7 月 15 日在公司指定信息披露媒体《中国证券报》、《证券时报》、《上海证券报》和巨潮 资讯网（www.cninfo.com.cn）发布的《关于公司部分生产装置停车检修的公告》 （公告编号：2023-032）及《关于公司部分生产装置延期复产的公告》（公告编 号：2023-064）。 近日，公司主要产品甲基硫菌灵、表面活性剂、环嗪酮等装置已经全面恢复 生产，硫磺制 ...

证券代码：002513 证券简称：蓝丰生化 公告编号：2023-073 江苏蓝丰生物化工股份有限公司 关于股东协议转让股份完成过户登记的公告 本公司及董事会全体成员保证公告内容的真实、准确、完整，没有虚假记载、 误导性陈述或者重大遗漏。 江苏蓝丰生物化工股份有限公司（以下简称"公司"）于近日获悉公司原股 东 TBP Noah Medical Holdings(H.K.) Limited（以下简称"TBP"）、原持股 5% 以上股东海南锦穗国际控股有限公司（以下简称"海南锦穗"）向安徽巽顺投资 合伙企业（有限合伙）（以下简称"巽顺投资"）协议转让公司股份事宜已在中 国证券登记结算有限责任公司办理完成过户登记手续，现将有关具体情况公告如 下： 一、股份协议转让的基本情况 2023 年 6 月 16 日，巽顺投资与海南锦穗、TBP 分别签署《海南锦穗国际控 股有限公司与安徽巽顺投资合伙企业（有限合伙）关于江苏蓝丰生物化工股份有 限公司之股份转让协议》（以下简称"《股份转让协议 1》"）、《TBP Noah Medical Holdings(H.K.) Limited 与安徽巽顺投资合伙企业（有限合伙）关于江苏蓝丰 ...

证券代码：002513 证券简称：蓝丰生化 江苏蓝丰生物化工股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | |--------------|---------------|-------------|----------------| | | | | 编号：2023-001 | | | | | | | 投资者关系活 | ☐特定对象调研 | ☐分析师会议 | | | 动类别 | | | | ☐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 线上参与公司2022年度网上业绩说明会的全体投资者 称及人员姓 名 时间 2023年05月15日 15:00-17:00 地点 价值在线（https://www.ir-online.cn/）网络互动 董事长 刘智 副总经理、财务总监 谭金波 上市公司接待 人员姓名 副总经理、董事会秘书 唐海军 独立董事 袁坚 投资者关系 1.公司光气技改方案提交已超一年时间了，当地政府主管部门还没审核、认 可吗？原因何在？ 答:尊敬的投资者，您好！目前公司光气技改方案已提交政府主管部门进行审 核 ...

证券代码：002513 证券简称：蓝丰生化 公告编号：2023-029 江苏蓝丰生物化工股份有限公司 关于举办 2022 年度网上业绩说明会的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在虚假记载、 误导性陈述或者重大遗漏。 三、投资者参加方式 投 资 者 可 于 2023 年 5 月 15 日 （ 星 期 一 ） 15:00-17:00 通过网址 https://eseb.cn/14x9nxLadoY或使用微信扫描下方小程序码即可进入参与互动 交流。投资者可于2023年5月15日前进行会前提问，公司将通过本次业绩说明会， 在信息披露允许范围内就投资者普遍关注的问题进行回答。 1 欢迎广大投资者积极参与！ 江苏蓝丰生物化工股份有限公司（以下简称"公司"）已于 2023 年 4 月 27 日在巨潮资讯网（http://www.cninfo.com.cn/）上披露了公司《2022 年年度报 告》及《2022 年年度报告摘要》。 为便于广大投资者更加全面深入地了解公司经营业绩、发展战略等情况，公 司定于 2023 年 5 月 15 日（星期一）下午 15:00 至 17:00 时在"价值在线" （ ...

Financial Performance - The company's revenue for Q1 2023 was ¥381,711,743.06, a decrease of 13.04% compared to ¥438,930,890.48 in the same period last year[5] - The net profit attributable to shareholders was -¥14,727,136.62, representing a significant decline of 1,771.59% from ¥881,027.17 in the previous year[5] - The net cash flow from operating activities was -¥33,451,158.01, a decrease of 833.79% compared to ¥4,558,700.20 in the same period last year[5] - The net loss for Q1 2023 was CNY 14,814,886.45, compared to a net profit of CNY 881,027.17 in Q1 2022, indicating a significant decline in profitability[25] - Total operating revenue for Q1 2023 was CNY 381,711,743.06, a decrease of 13.0% compared to CNY 438,930,890.48 in Q1 2022[24] - Total operating costs for Q1 2023 were CNY 401,308,232.65, down from CNY 438,824,743.38 in the previous year, reflecting a reduction of 8.5%[24] Assets and Liabilities - The company's total assets increased by 8.93% to ¥1,607,354,887.22 from ¥1,475,544,376.48 at the end of the previous year[5] - The company's total assets increased to CNY 1,607,354,887.22 in Q1 2023, up from CNY 1,475,544,376.48 in Q1 2022, representing a growth of 8.9%[23] - Total liabilities rose to CNY 1,256,696,034.23 in Q1 2023, compared to CNY 1,117,957,493.80 in the same period last year, marking an increase of 12.4%[23] - The company's equity attributable to shareholders decreased to CNY 350,746,659.28 in Q1 2023 from CNY 357,586,939.14 in Q1 2022, a decline of 1.9%[23] Cash Flow and Management - The company's cash and cash equivalents increased by 93.90% to ¥46,540,898.43 from ¥24,002,274.06 at the end of the previous year[9] - Cash and cash equivalents at the end of Q1 2023 stood at 8,906,465.49 CNY, down from 65,554,509.09 CNY at the end of Q1 2022, indicating a liquidity squeeze[27] - The total cash inflow from operating activities was 184,658,735.51 CNY, a decrease of 51.3% from 379,373,278.61 CNY in the previous year[26] - The company’s cash flow management strategies will be crucial in navigating the current financial challenges and ensuring future growth[27] Research and Development - Research and development expenses rose by 128.80% to ¥2,645,482.22, up from ¥1,156,239.90 in the previous year, indicating increased investment in R&D[11] - Research and development expenses for Q1 2023 were CNY 2,645,482.22, up from CNY 1,156,239.90 in Q1 2022, reflecting an increase of 128.5%[24] Shareholder Information - Total number of common shareholders at the end of the reporting period is 19,050[15] - Jiangsu Suhua Group holds 9.18% of shares, totaling 34,334,137 shares[15] - Hainan Jinsui International Holdings holds 9.09% of shares, totaling 34,000,000 shares, with 17,000,000 shares pledged[15] - Wang Yu holds 8.99% of shares, totaling 33,610,001 shares, with 23,793,411 shares under restriction[15] Other Income and Expenses - The company recorded a significant increase in other income, which rose by 349.86% to ¥2,110,950.00 from ¥469,250.00 in the previous year, primarily due to increased government subsidies[11] - The company reported a significant increase in sales expenses, which rose to CNY 4,151,556.37 in Q1 2023 from CNY 3,505,957.89 in Q1 2022, an increase of 18.4%[24] Investment Activities - The company has paid CNY 93.7 million for the acquisition of Jiangxi Deshipu New Materials Co., with CNY 8.7 million remaining unpaid[18] - The company is negotiating to terminate the agreement for the acquisition of Jiangxi Deshipu due to significant uncertainties and risks[19] - The company has not yet completed the payment of USD 16 million equivalent for the equity transfer, affecting its control over the target company's assets[19] Credit and Impairment - The company recorded a credit impairment loss of CNY -7,250,716.90 in Q1 2023, contrasting with a gain of CNY 181,269.13 in Q1 2022, highlighting a deterioration in asset quality[24]

Business Strategy and Focus - Jiangsu Lanfeng Bio-chemical Co., Ltd. reported a strategic shift in its main business focus from "pharmaceutical health + agrochemical" to solely agrochemical products production and sales[22]. - The company has established a strategic development direction rooted in agricultural technology and new materials, relying on phosgene products[22]. - The company’s main business has been focused on the production and sales of agrochemical products since the end of 2020[22]. - The company has no plans for major asset restructuring or acquisitions in the near future[22]. - The company is focusing on product innovation and R&D to meet the growing demand for safe and environmentally friendly agricultural products[36]. - The company aims to expand its market presence by developing new formulations and technologies, establishing a comprehensive solution capability[39]. - The company is exploring capital strategies to overcome challenges and enhance core competitiveness, aiming to improve profitability[39]. Financial Performance - The company’s operating revenue for 2022 was ¥1,445,239,989.37, a slight increase of 0.09% compared to ¥1,443,932,144.80 in 2021[24]. - The net profit attributable to shareholders was -¥320,692,444.11, an improvement of 34.71% from -¥491,191,923.36 in the previous year[24]. - The net cash flow from operating activities was -¥64,335,908.57, a significant decline of 645.38% compared to ¥11,796,557.54 in 2021[24]. - The basic and diluted earnings per share were both -¥0.8576, showing a 40.44% improvement from -¥1.44 in 2021[24]. - Total assets decreased by 14.61% to ¥1,475,544,376.48 at the end of 2022, down from ¥1,727,949,962.51 at the end of 2021[24]. - The net assets attributable to shareholders fell by 46.36% to ¥357,586,939.14 from ¥666,636,974.20 in the previous year[24]. - The company reported a quarterly operating revenue of ¥206,849,421.89 in Q4 2022, a decrease compared to previous quarters[28]. - The company achieved a total revenue of CNY 1,445,239,989.37 in 2022, representing a slight increase of 0.09% compared to the previous year[57]. - The gross margin for 2022 was reported at 35%, showing a slight improvement from 33% in the previous year[86]. Market Conditions and Challenges - The company faced various risks including market competition, safety and environmental risks, exchange rate fluctuations, and raw material price changes[4]. - The company faced significant challenges in the agricultural chemical industry due to rising raw material prices and supply chain disruptions[35]. - The agricultural chemical market continues to be affected by the energy consumption control policies from Q4 2021 to Q3 2022, leading to significant challenges in production scheduling and inventory management[39]. - The company is exposed to exchange rate fluctuations, with nearly two-thirds of its agricultural chemical revenue coming from exports, and will implement strategies to mitigate this risk[103]. - The company is managing raw material price volatility risks by securing stable supply contracts and optimizing production processes to control costs[104]. Research and Development - The company has established a new research institute focused on strategic new materials, aiming to enhance innovation in environmental protection and high-performance materials[54]. - The company is focusing on developing new technologies, including continuous production processes for key products, to enhance production stability and reduce costs[70]. - Research and development expenses amounted to ¥11,651,282.22, reflecting a decrease of 9.80% compared to the previous year[69]. - The number of R&D personnel decreased by 18.28% from 93 in 2021 to 76 in 2022, with the proportion of R&D personnel in total employees dropping from 6.62% to 4.52%[71]. Environmental Compliance and Safety - The company adheres to various environmental standards, including the "Comprehensive Emission Standard for Air Pollutants" and "Soil Environmental Quality Standards"[159][160]. - The company is classified as a key pollutant discharge unit by environmental protection authorities, indicating a commitment to compliance with environmental regulations[159]. - The company has implemented strict measures for hazardous waste storage, ensuring compliance with the "Hazardous Waste Storage Pollution Control Standard"[161]. - The company has conducted 1 city-level emergency drill and 1 company-level emergency drill for environmental incidents in 2022, along with 16 workshop-level drills[172]. - The company has established a comprehensive emergency response plan for environmental incidents, which has been filed with the relevant environmental authorities[172]. Governance and Management - The company governance structure complies with the relevant regulations set by the China Securities Regulatory Commission and the Shenzhen Stock Exchange[114]. - The board of directors consists of 7 members, including 3 independent directors, and held 7 meetings during the reporting period[111]. - The company actively engages in investor relations management to enhance governance levels[108]. - The company has established a performance evaluation system for senior management, linking compensation to work performance to enhance accountability and operational efficiency[150]. - The company has implemented a comprehensive internal control system to ensure compliance with laws and regulations, enhancing operational transparency and protecting shareholder rights[153]. Shareholder Relations and Dividends - The company plans not to distribute cash dividends, issue bonus shares, or convert capital reserves into share capital for the year[144]. - The company has established a cash dividend policy, distributing no less than 20% of the annual distributable profits in cash, ensuring returns for shareholders[176]. - The company has not proposed any cash dividend distribution plan during the reporting period despite having a positive profit available for distribution to shareholders[144]. Legal Matters and Disputes - The court ruled that Jiangsu Lanfeng must pay a total of CNY 3,058,210 for repair costs and CNY 92,080 for tree compensation to Meili Pulp Paper[194]. - Jiangsu Lanfeng has expressed dissatisfaction with the first-instance judgment and has appealed to the Intermediate People's Court of Zhongwei[194]. - The company has initiated legal proceedings against Wang Yu for failing to fulfill performance compensation commitments, with a claim amounting to CNY 55.02 million and penalties[195]. Future Outlook - The company has provided a revenue guidance of 1.8 billion RMB for the next fiscal year, projecting a growth rate of 20%[125]. - Future guidance for 2023 includes a revenue target of 1.65 billion RMB, representing a growth rate of 10%[87]. - The company plans to launch three new pesticide products in 2023, aiming for a market share increase of 5%[87]. - Jiangsu Lanfeng is exploring market expansion opportunities in Southeast Asia, targeting a revenue contribution of 15% from this region by 2025[87].

Group 1: Company Development Plans - The company plans to operate in both pharmaceutical and pesticide sectors, with potential for external acquisitions to expand these businesses [1] - The focus will be on light asset development in the pesticide sector, while the pharmaceutical sector will adapt based on actual conditions [1] Group 2: Acquisition Progress - The acquisition of Ark Pharmaceutical is in progress, with the issuance already approved but awaiting formal approval from the CSRC [1] - Ark Pharmaceutical has around 200 sales personnel and covers provincial channels [1] Group 3: Financial Performance - The main reason for the company's loss in 2015 was due to Ningxia Bluefeng, which incurred a loss of approximately 60 million due to environmental rectification halting production [3] - The main plant reported a profit of over 14 million in the first nine months of 2015, with expectations for improvement in Q4 [3] - The company anticipates that the pesticide and pharmaceutical sectors will perform well in 2016, with Ark Pharmaceutical expected to achieve a performance commitment of approximately 90 million [4]

Group 1: Company Transformation and Strategy - The company is transitioning from the pesticide industry to the pharmaceutical sector due to the cyclical and seasonal nature of the former, which has weak risk resistance and increasing operational pressures from stricter environmental policies. The pharmaceutical industry is characterized as a light asset sector with better profitability and lower cyclicality [2] - The future strategy involves developing a dual business model focusing on both pesticides and pharmaceuticals [2] Group 2: Ark Pharmaceutical Acquisition Progress - The company has completed the issuance process for the acquisition of Ark Pharmaceutical, pending formal approval from the China Securities Regulatory Commission [2] - Ark Pharmaceutical's main products include Fufang Banmao Capsules, Donepezil Hydrochloride Tablets, and Dan Zhi Xiao Yao Capsules, which are all included in the national medical insurance list [3] Group 3: Financial Performance and Losses - The company reported losses in 2014 primarily due to decreased market demand for its main product, Renzhong, and a decline in production and sales of the multi-bacterial product [3] - In 2015, losses were mainly attributed to the shutdown of Ningxia Bluefeng due to environmental rectification, resulting in an estimated loss of approximately 60 million [3] - The company has shown signs of recovery, with a profit of over 14 million in the first three quarters of 2015 from the Xinyi branch [3] Group 4: Future Outlook for Pesticide Business - In 2016, Ningxia Bluefeng is expected to resume production, stabilizing the supply of multi-bacterial products and related intermediates, which should eliminate losses [4] - The company anticipates a positive outlook for its pesticide business, with sufficient orders for its profitable product, Renzhong [4]