Group 1 - The company Li Min Co., Ltd. (002734) expects a significant increase in net profit for the first half of 2025, projecting a net profit attributable to shareholders of 260 million to 280 million yuan, representing a year-on-year increase of 719.25% to 782.27% [1] - The expected non-net profit is projected to be between 247 million to 268 million yuan, reflecting a year-on-year increase of 770.37% to 844.37% [1] - The substantial growth in profit is attributed to increased sales and prices of main products, improved gross margins, and increased investment income from affiliated companies [1] Group 2 - In the first quarter of 2025, the company reported an operating income of 1.21 billion yuan, a year-on-year increase of 22.28%, and a net profit of 108 million yuan, marking a turnaround from losses [2] - The company noted a positive market environment, with a rise in raw material prices and a recovery in pesticide prices due to increased demand and low inventory levels [2] - The main products, such as Mancozeb and other high-cost performance fungicides, are experiencing strong demand, leading to price increases due to supply shortages [2] Group 3 - The company emphasizes that under the policy environment of green and high-quality development, technological transformation and upgrading will accelerate, leading to increased industry concentration [3] - Companies that comply with safety and environmental regulations and possess strong independent innovation capabilities will have a competitive advantage [3] - The demand for pesticides is expected to grow steadily due to the increasing global population and the need to enhance crop yields [3]

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、 实际控制人之一、公司董事长李新生先生的通知，获悉李新生先生将其持有的部 分公司股份办理了解除质押及再质押手续，具体事项如下： 一、股东股份本次解除质押的基本情况 是否为 本次解 第一大 本次解除质 除质押 股东 本次解除质 占公司 质押开 解除质押 股东及 押占其所持 质权人 名称 押股数（股） 总股本 始日期 日期 一致行 股份比例 动人 比例 李新生 是 6,350,000 14.19% 1.44% 李新生 是 12,400,000 27.72% 2.81% 李新生 是 5,270,000 11.78% 1.19% 合计 - 24,020,000 53.69% 5.45% - - - 二、股东股份本次质押的基本情况 是否为 本次质 质 股东 第一大 本次质 占公司 是否 押占其 是否为 质押开 质押到 押 股东及 押股数 总股本 补充 质权人 名称 所持股 限售股 始日期 期日期 用 一致行 （股） 比例 质押 份比例 途 动人 融 中国银河 李新 8,200,0 2025.0 2027.0 资 是 18.33% 1.86% 是 是 证 ...

| 是否为 | 本次质 | 质 | 第一大 | 本次质 | 占公司 | 是否 | 股东 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 押占其 | 是否为 | 质押开 | 质押到 | 押 | 股东及 | 押股数 | 总股本 | 补充 | 质权人 | 所持股 | 限售股 | 始日期 | 期日期 | 用 | 名称 | | 一致行 | （股） | 比例 | 质押 | 份比例 | 途 | 动人 | | | | | | | | | | 股票代码：002734 股票简称：利民股份 公告编号：2025-060 利民控股集团股份有限公司关于控股股东、 实际控制人部分股份解除质押及再质押的公告 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。 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、 实际控制人之一、公司董事长李新生先生的通知，获悉李新生先生将其持有的部 分公司股份办 ...

利民股份（002734）公告，预计上半年净利润2.6亿元-2.8亿元，同比增长719.25%-782.27%，公司主要 产品销量和价格同比上涨、毛利率提升以及参股公司业绩上涨带来投资收益增加。 ...

2、预计的业绩：亏损 扭亏为盈 同向上升 同向下降 股票代码：002734 股票简称：利民股份 公告编号：2025-061 利民控股集团股份有限公司 2025 年半年度业绩预告 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、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日—2025 年 6 月 30 日 特此公告。 利民控股集团股份有限公司董事会 | 项 目 | 本报告期 上年同期 | | | --- | --- | --- | | 归属于上市公司 | 盈利：26,000 万元-28,000 万元 盈利：3,173.62 万元 | | | 股东的净利润 | 比上年同期上升：719.25%-782.27% | | | 扣除非经常性损 | 盈利：24,700 万元—26,800 万元 盈利：2,837.88 | 万元 | | 益后的净利润 | 比上年同期上升：770.37%-844.37% | | | 基本每股收益 | 盈利：0.67 元/股-0.72 元/股 盈利：0.09 元/股 | | 二、业绩预告预审计情况 公司本次业绩预告未经注册会 ...

Core Viewpoint - Limin Co., Ltd. plans to reduce its shareholding by up to 13.1 million shares, accounting for 3% of its total equity, primarily to meet financing repayment needs, despite recent performance improvements in the company [1][2]. Group 1: Shareholding Reduction - The controlling shareholder, Li Ming, intends to reduce his stake through block trading and centralized bidding within 90 days after 15 trading days from the announcement date [1]. - The planned reduction will yield approximately 265 million yuan based on the closing price of 20.20 yuan per share on July 10 [1]. - Three senior executives also disclosed their plans to reduce their holdings, totaling 296,000 shares, for similar financing repayment reasons [1]. Group 2: Financial Performance - Limin Co., Ltd. has experienced a decline in net profit over the past three years, with figures of 307 million yuan, 219 million yuan, and 62.05 million yuan, reflecting year-on-year decreases of 20.49%, 28.63%, and 71.67% respectively [2]. - In 2024, the company reported a revenue of 4.237 billion yuan, a slight increase of 0.32%, and a net profit of 81.36 million yuan, marking a year-on-year growth of 31.11% [2]. - The first quarter of 2024 showed a significant turnaround with revenues of 1.211 billion yuan, up 22.28%, and a net profit of 108 million yuan, compared to a loss of 8.49 million yuan in the same period last year [2]. Group 3: Market Dynamics and Strategy - The company's strong performance in Q1 2024 is attributed to high demand for its leading products, particularly due to the outbreak of soybean rust in Brazil and low inventory levels [3]. - Price increases for key products like Mancozeb and Abamectin are driven by supply constraints and rising demand [3]. - Limin Co., Ltd. plans to enhance its formulation R&D, focus on international market expansion, and optimize asset structure through various capital operations, including mergers and acquisitions [3].

Group 1 - The controlling shareholder and actual controller of the company, Li Ming, plans to reduce his holdings by up to 13,104,920 shares, accounting for 3% of the total share capital, within 90 natural days after the announcement [1] - The reduction will occur through block trades (up to 2% of total share capital) and centralized bidding (up to 1% of total share capital) due to financing repayment needs [1] - As of the announcement date, Li Ming holds 73,734,050 shares, representing 16.88% of the company's total share capital, which were acquired before the company's initial public offering [1] Group 2 - The company issued convertible bonds with a total face value of RMB 980 million, with a term of 6 years, and the actual net funds raised amounted to RMB 965,945,283.02 after deducting issuance costs [2] - The issuance involved 9,800,000 bonds at a face value of RMB 100 each, with total issuance costs of RMB 12,250,000 [2] Group 3 - The cash received from sales and services for the years 2022 to 2024 was RMB 4.003 billion, RMB 3.151 billion, and RMB 2.962 billion, respectively [3] - The net cash flow from operating activities for the same years was RMB 643 million, RMB 471 million, and RMB 374 million, respectively [3]

Market Overview - The Dow Jones Industrial Average increased by 0.43%, the Nasdaq by 0.09%, and the S&P 500 by 0.27%, with both the S&P 500 and Nasdaq reaching new closing highs [3] - Major technology stocks showed mixed results, with Tesla rising by 4.7% and Nvidia's market cap surpassing $4 trillion [3] - Bitcoin-related stocks saw gains, with Coinbase increasing by over 4% [3] - The initial jobless claims in the U.S. were reported at 227,000, lower than the expected 235,000 [3] Pension Adjustment - The Ministry of Human Resources and Social Security and the Ministry of Finance announced a pension adjustment for retirees starting January 1, 2025, with an overall increase of 2% based on the average monthly pension of retirees by the end of 2024 [4] U.S.-China Economic Relations - The Ministry of Commerce stated that since May, U.S. and Chinese economic teams have maintained close communication to stabilize trade relations, following agreements reached in Geneva and London [5] Industry Developments - The China Securities Regulatory Commission announced adjustments to the trading limits and margin requirements for polysilicon futures contracts starting July 14, 2025 [6] - The retail sales of new energy vehicles in China reached 135,000 units in early July, a year-on-year increase of 21%, with a cumulative retail of 6.583 million units for the year, up 37% [6] Corporate Announcements - Li Ping, Vice Chairman of CATL, donated 4.05 million shares to a foundation, completing the transfer process [9] - Saisir expects a net profit increase of 66.2% to 96.98% for the first half of 2025, projecting a profit of 2.7 billion to 3.2 billion yuan [10] - WuXi AppTec anticipates a 44.43% year-on-year increase in adjusted net profit for the first half of 2025, estimating around 6.315 billion yuan [10] - iFlytek expects a net loss of 200 million to 280 million yuan for the first half of 2025, an improvement from a loss of 400 million yuan in the same period last year [11] - China Shipbuilding Industry Corporation forecasts a net profit increase of 98.25% to 119.49% for the first half of 2025, estimating a profit of 2.8 billion to 3.1 billion yuan [12] - Limin Co., Ltd. announced plans for a share reduction by its controlling shareholder, not exceeding 3% of the company's total shares [13] Industry Outlook - The photovoltaic industry is experiencing discussions on self-discipline and supply-side reforms, with expectations for capacity reduction and potential recovery in the industry, although actual improvements depend on the effectiveness of supply-side measures [13] - The upcoming changes to the CIPS rules are expected to accelerate the internationalization of the renminbi, benefiting banks' cross-border business expansion [13]

Industry News - Baotou Steel and Northern Rare Earth announced that the price of rare earth concentrate for the third quarter of 2025 will be adjusted to 19,109 yuan/ton (excluding tax), an increase of 1.5% from the second quarter's price of 18,825 yuan/ton, marking four consecutive quarters of price increases since Q4 2024 [5][6] - The China Nonferrous Metals Industry Association's Silicon Industry Branch reported that silicon wafer prices have stabilized this week, despite a lack of significant recovery in terminal demand in the domestic photovoltaic market. Silicon material companies have begun to raise prices, leading to a more positive market outlook [6] - The European defense technology startup Helsing has indicated that Europe could deploy unmanned combat aircraft within a few years, with its AI system accumulating experience equivalent to 1 million pilot hours in just 72 hours [7] - The China Construction Machinery Industry Association reported that total excavator sales reached 120,500 units in the first half of the year, a year-on-year increase of 16.8%. The demand for earth-moving equipment is expected to maintain stable growth in the second half of the year [7] - OPEC's 2025 World Oil Outlook states that global oil demand is projected to average 105 million barrels per day this year, increasing to 106.3 million barrels per day in 2026 and 111.6 million barrels per day by 2029, with forecasts for 2026-2029 being lower than previous expectations [7] Company News - Zhiyuan Robotics responded to rumors about its IPO plans in Hong Kong, stating that there are no concrete plans for such an offering [9] - Xinya Electronics announced that during the period of stock fluctuations, its directors and senior management have reduced their holdings in the company's stock [10] - Saily's announcement indicated a projected net profit increase of 66%-97% year-on-year for the first half of the year [10] - China Shipbuilding Industry Corporation expects a net profit increase of 98%-119% year-on-year for the first half of the year [10] - WuXi AppTec anticipates an adjusted net profit of approximately 6.315 billion yuan for the first half of the year, representing a year-on-year growth of about 44% [10] - Sanmei Co. expects a net profit increase of 147%-172% year-on-year for the first half of the year, driven by a significant rise in the average price of its fluorinated refrigerants [10] - Jiangfeng Electronics plans to raise no more than 1.95 billion yuan through a private placement for the industrialization of ultra-high-purity metal sputtering targets for integrated circuits [10]

股票代码：002734 股票简称：利民股份 公告编号：2025-059 利民控股集团股份有限公司关于 公司控股股东、实际控制人减持计划的预披露公告 公司控股股东、实际控制人李明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。 特别提示： 公司控股股东、实际控制人李明拟在本减持计划公告之日起 15 个交易日后 的 90 个自然日内以大宗交易及集中竞价方式减持公司股份不超过 13,104,920 股 （占扣减回购股份公司总股本的 3%），其中以大宗交易方式减持公司股份不超过公 司总股本的 2%，以集中竞价交易方式减持公司股份不超过公司总股本的 1%。 利民控股集团股份有限公司（以下简称"公司"）近日收到公司控股股东、实 际控制人李明的《关于计划减持公司股份的通知》，现将具体事项公告如下： 一、股东的基本情况 | | | 持股占公 | | 拟减持股份占 | | | --- | --- | --- | --- | --- | --- | | | 股东性 | 持股数量 | | 拟减持股份 | | | 股东名称 | | ...