本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日—2025 年 9 月 30 日 2、2025 年前三季度预计业绩情况： 亏损 扭亏为盈 √同向上升 同向下降 | 项 | 目 | | 本报告期（2025 | 年 | 1-9 月） | 上年同期 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司股 | | 盈利：38,385 | | 万元-39,385 | 万元 | 盈利：5,119.95 | 万元 | | 东的净利润 | | 比上年同期增长：649.71%-669.25% | | | | | | | 归属于上市公司股 东扣除非经常性损 | | 盈利：37,005 | | 万元-38,085 | 万元 | 盈利：3,379.52 | 万元 | | | | 比上年同期增长：994.97%-1026.92% | | | | | | | 益后的净利润 | | | | | | | | | 基本每股收益 | | 盈利：0.94 | ...

| 股票代码：002734 | 股票简称：利民股份 | 公告编号：2025-078 | | --- | --- | --- | | 债券代码：128144 | 债券简称：利民转债 | | 利民控股集团股份有限公司 关于 2025 年第三季度可转债转股情况的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： | 证券代码：002734 | | 证券简称：利民股份 | | --- | --- | --- | | 债券代码：128144 | | 债券简称：利民转债 | | 转股价格：人民币 | 8.10 元/股 | | 转股期限：2021 年 9 月 6 日至 2027 年 2 月 28 日 根据《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管指 引第 15 号——可转换公司债券（2025 年修订）》的有关规定，利民控股集团股份有 限公司（以下简称"公司"）现将 2025 年第三季度可转换公司债券（以下简称"可 转债"）转股及公司股份变动的情况公告如下： 一、可转换公司债券上市发行概况 经中国证券监督管理委员会《关于核准利民控股集团股份有 ...

Group 1 - The core viewpoint indicates that the chemical industry is experiencing mixed performance, with some products seeing price increases while others decline, influenced by external factors such as the Federal Reserve's interest rate cuts and geopolitical tensions [1][2] - Key products with significant price increases this week include synthetic ammonia (up 8.58%), lithium battery electrolyte (up 5.71%), and aniline (up 3.90%), while natural gas saw a notable decline of 7.90% [1][2] - The overall chemical industry remains weak, with varying performance across sub-sectors, largely due to past capacity expansions and weak demand, although some sectors like lubricants are performing better than expected [2] Group 2 - Investment opportunities are suggested in areas such as glyphosate, fertilizers, import substitution, domestic demand, and high-dividend assets [2] - Specific recommendations include focusing on the glyphosate sector, which is showing signs of recovery, and selecting companies with strong competitive positions and growth potential, such as Ruifeng New Materials and Baofeng Energy [2] - The report emphasizes the importance of domestic demand in the chemical industry, particularly for nitrogen and phosphate fertilizers, with companies like Hualu Hengsheng and China Heartlink Fertilizer being highlighted for their robust market positions [2]

Group 1 - The core viewpoint of the news is that Limin Co., Ltd. has shown significant stock performance with a year-to-date increase of 130.48%, despite recent declines in the last five, twenty, and sixty trading days [1][2] - As of September 26, Limin's stock price reached 17.80 yuan per share, with a market capitalization of 7.85 billion yuan and a trading volume of 1.30 billion yuan [1] - The company has a diverse revenue structure, with agricultural fungicides accounting for 50.57%, insecticides 30.51%, veterinary drugs 9.34%, herbicides 8.47%, and other products making up the remainder [1] Group 2 - Limin Co., Ltd. operates in the basic chemical industry, specifically in agricultural chemical products, and is involved in various concepts such as synthetic biology and bio-pesticides [2] - As of September 10, the number of shareholders increased to 60,300, with an average of 6,630 circulating shares per person [2] - For the first half of 2025, Limin reported a revenue of 2.45 billion yuan, reflecting a year-on-year growth of 6.69%, and a net profit of 269 million yuan, showing a substantial increase of 747.13% [2] Group 3 - Since its A-share listing, Limin has distributed a total of 919 million yuan in dividends, with 321 million yuan distributed over the past three years [3]

Group 1 - The company is currently in the early stages of its solid-state battery materials project, focusing on deep design of construction drawings, land surveying, and equipment manufacturer assessments [1] - The first phase of the project is based on self-developed technology and is in the process of industrialization [1] - The second and third phases of the project will require re-filing according to government regulations, with land reserves being aligned with the company's strategic planning and market demand [1]

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 近日，利民控股集团股份有限公司（以下简称"公司"）接到公司控股股东、 实际控制人李明先生的通知，获悉李明先生将其持有的部分公司股份办理了解除 质押手续，具体事项如下： | 股东 | 是否为 第一大 股东及 | | 本次解 除质押 | 本次解 除质押 | | 解除质押 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 本次解除质 | 占其所 | 占公司 | 质押开 | | | | 名称 | 一致行 | 押股数（股） | 持股份 | 总股本 | 始日期 | 日期 | | | | 动人 | | 比例 | 比例 | | | | | 李明 | 是 | 12,000,000 | 17.37% | 2.70% | 2023.7. | 2025.09. | 国金证券股 | | | | | | | 18 | 22 | 份有限公司 | | 合计 | - | 12,000,000 | 17.37% | 2.70% | - | - | - | 一、股东股份本次 ...

Group 1 - The core viewpoint of the news is that Limin Co., Ltd. has experienced a significant decline in stock price, with a drop of 5.1% on September 22, bringing the stock price to 17.67 yuan per share and a total market capitalization of 7.793 billion yuan [1] - Limin Co., Ltd. has seen a cumulative decline of 6.71% over the past three days, indicating a downward trend in its stock performance [1] - The company's main business involves the research, production, and sales of agricultural fungicides, with the revenue composition being 50.57% from agricultural fungicides, 30.51% from insecticides, 9.34% from veterinary drugs, 8.47% from herbicides, and 0.96% from other products [1] Group 2 - From the perspective of fund holdings, Southern Fund has a significant position in Limin Co., Ltd., with its Southern Strategy Optimization Mixed Fund (202019) holding 310,100 shares, representing 2.14% of the fund's net value [2] - The fund has incurred a floating loss of approximately 294,600 yuan today, with a total floating loss of 415,500 yuan during the three-day decline [2] - The Southern Strategy Optimization Mixed Fund (202019) has shown a year-to-date return of 38.54% and a one-year return of 69.32%, ranking 1809 out of 8244 and 1665 out of 8066 respectively [2]

Group 1 - The company, Limin Co., Ltd. (002734), reported that as of September 10, 2025, the total number of shareholders is 60,274 [1]

股票代码：002734 股票简称：利民股份 公告编号：2025-076 利民控股集团股份有限公司 关于为子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 一、担保情况概述 2025 年 9 月 15 日，公司与中国建设银行股份有限公司石家庄开发区支行签订 了《本金最高额保证合同》【编号：KFQZH-WYYY-ZGEBZ-2025】，公司为威远药业 与中国建设银行股份有限公司石家庄开发区支行在 2025 年 09 月 01 日至 2027 年 09 月 30 日期间发生的债权关系提供 3,000 万元最高额保证担保。 三、担保合同的主要内容 1、债权人：中国建设银行股份有限公司石家庄开发区支行； 2、保证人：利民控股集团股份有限公司； 3、被担保人：威远药业； 4、最高额保证：公司为威远药业与中国建设银行股份有限公司石家庄开发区 支行在2025年09月01日至2027年09月30日期间发生的债权关系提供3,000万元最高 额保证担保； 5、保证方式：连带责任保证； 利民控股集团股份有限公司（以下简称"公司"））分别于 2025 年 4 月 ...

Market Overview - The agricultural chemical sector experienced a decline of 1.45% on September 10, with Limin Co. leading the drop [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Individual Stock Performance - Yingtai Biological (code: 920819) saw a closing price of 4.61, with an increase of 2.90% and a trading volume of 227,900 shares, totaling a transaction value of 104 million yuan [1] - Hongda Co. (code: 600331) closed at 11.27, up 2.55%, with a trading volume of 551,600 shares and a transaction value of 616 million yuan [1] - Limin Co. (code: 002734) closed at 19.88, down 3.68%, with a trading volume of 306,700 shares and a transaction value of 616 million yuan [2] - Yanhai Co. (code: 000792) closed at 66.61, down 3.48%, with a trading volume of 1,045,600 shares and a transaction value of 2.094 billion yuan [2] Capital Flow Analysis - The agricultural chemical sector experienced a net outflow of 556 million yuan from main funds, while retail funds saw a net inflow of 342 million yuan [2] - Main funds showed a net inflow in stocks like Hubei Yihua (code: 000422) with 34.34 million yuan, while it faced outflows in stocks like Hongda Co. with a net outflow of 25.20 million yuan [3]