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利民股份(002734.SZ):预计前三季度净利润同比增长649.71%-669.25%
Ge Long Hui A P P· 2025-10-09 14:18
2025年前三季度,业绩较上年同期上升的主要原因: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。 格隆汇10月9日丨利民股份(002734.SZ)公布,预计前三季度归属于上市公司股东的净利润38,385万 元-39,385万元,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益后的净利润 37,005万元-38,085万元,比上年同期增长994.97%-1026.92%。 ...
利民股份前三季度净利润同比预增650%—669%
Core Insights - Limin Co., Ltd. expects a significant increase in net profit for the first three quarters of 2025, projecting between 384 million to 394 million yuan, representing a year-on-year growth of 649.71% to 669.25% [1] - The company attributes this growth to increased sales and prices of its main products, improved gross margins, and higher investment income from its equity investments [1] Company Performance - In Q3 2025, Limin Co., Ltd. anticipates a net profit of 115 million to 125 million yuan, reflecting a year-on-year increase of 490.85% to 542.23% [1] - The company's non-recurring net profit for the same period is expected to be between 113 million to 124 million yuan, with a staggering growth of 1993.39% to 2192.79% [1] - For the first half of the year, Limin Co., Ltd. reported revenue of 2.452 billion yuan, a year-on-year increase of 6.69%, and a net profit of 269 million yuan, up 747.13% [2] Industry Overview - The global pesticide market is projected to exceed 80 billion USD by 2025, driven by stable demand and supportive policies [2] - The pesticide industry is experiencing a trend towards stricter regulations and a green orientation, promoting technological innovation to ensure food security and high-quality development [2][3] - The industry concentration is increasing, with more companies achieving significant sales milestones, indicating a robust growth trajectory [3]
利民股份:预计2025年前三季度净利润约3.84亿元~3.94亿元,同比增长649.71%~669.25%
Mei Ri Jing Ji Xin Wen· 2025-10-09 13:30
截至发稿,利民股份市值为80亿元。 每经头条(nbdtoutiao)——天水麻辣烫、淄博烧烤、荣昌卤鹅⋯⋯"泼天流量"退去后,这些城市怎么 样了? (记者 王晓波) 每经AI快讯,利民股份(SZ 002734,收盘价:18.03元)10月9日晚间发布业绩预告,预计2025年前三 季度归属于上市公司股东的净利润约3.84亿元~3.94亿元,同比增长649.71%~669.25%;基本每股收益 0.94元~0.97元。2025年前三季度,业绩较上年同期上升的主要原因: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。 2025年1至6月份,利民股份的营业收入构成为:农药占比89.7%,兽药占比9.34%,其他业务占比 0.96%。 ...
利民股份(002734) - 2025 Q3 - 季度业绩预告
2025-10-09 13:10
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 | ...
利民股份(002734) - 公司关于2025年第三季度可转债转股情况的公告
2025-10-09 08:16
| 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 ...
华鑫证券-基础化工行业:合成氨、苯胺等涨幅居前,建议关注进口替代、纯内需、高股息等方向-250930
Xin Lang Cai Jing· 2025-09-30 11:31
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]
利民股份涨2.01%,成交额1.30亿元,主力资金净流入261.97万元
Xin Lang Cai Jing· 2025-09-26 03:01
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]
利民股份:卓邦新能源一期项目技术是自主研发及工业化,目前尚处于项目前期工作阶段
Mei Ri Jing Ji Xin Wen· 2025-09-24 07:41
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]
利民股份(002734) - 公司关于控股股东、实际控制人部分股份解除质押的公告
2025-09-23 08:00
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 ...
利民股份股价跌5.1%,南方基金旗下1只基金重仓,持有31.01万股浮亏损失29.46万元
Xin Lang Cai Jing· 2025-09-22 06:15
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]