LMGF(002734)

Search documents
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
2025-09-01 03:42
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 名称 | 是否为 第一大 股东及 | 本次解除质 押股数(股) | 本次解 除质押 占其所 | 本次解 除质押 占公司 总股本 | 质押开 始日期 | 解除质押 日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 一致行 | | 持股份 | 比例 | | | | | | 动人 | | 比例 | | | | | | 李明 | 是 | 6,580,915 | 9.51% | 1.50% | 2024.3. 7 | 2025.08. 28 | 华西证券股 份有限公司 | | 合计 | - | 6,580,915 | 9.51% | 1.50% | - | - | - | 一、股东股份本次解除质押的基本情况 二、股东股份累计质押的情况 股票代码:002734 股票简称: ...
研报掘金丨华鑫证券:予利民股份“买入”评级,杀菌剂业务稳健增长
Ge Long Hui· 2025-08-27 10:02
Core Viewpoint - Limin Co., as a leading enterprise in the domestic fungicide industry, is expected to maintain growth in sales of agricultural fungicides and insecticides in the first half of 2025, driven by increased demand in Brazil due to expanded planting areas and frequent disease outbreaks [1] Group 1: Financial Performance - Agricultural fungicides achieved revenue of 1.24 billion yuan in the first half of the year, representing a year-on-year growth of 12.36%, accounting for 50.57% of total revenue [1] Group 2: Market Dynamics - Increased planting area for agricultural products in Brazil and frequent pathogen disasters are driving high demand for fungicides and insecticides [1] Group 3: Strategic Initiatives - The company has successfully obtained independent registrations for five active ingredients in the Brazilian market, including mancozeb, prothioconazole, azoxystrobin, pyraclostrobin, and nicosulfuron [1] - In the domestic market, the company is enhancing regional layout through five differentiated production bases in Jiangsu, Hebei, and Inner Mongolia, which helps reduce production costs and improve price elasticity [1] Group 4: Research and Development - The company has made substantial progress in the research and development of biopesticides, particularly in the application of microbial synthesis technology [1] - Utilizing the Deyan Zhichuang platform, the company has leveraged AI tools to build a computing power platform, data platform, target database, and target resource platform, significantly improving the efficiency of compound development and shortening the screening cycle for new compounds [1] Group 5: Valuation - The current stock price corresponds to price-to-earnings ratios of 23.0, 20.1, and 16.0 times, with a "buy" investment rating assigned [1]
农化制品板块8月27日跌2.26%,利民股份领跌,主力资金净流出12.16亿元
Zheng Xing Xing Ye Ri Bao· 2025-08-27 08:39
Market Overview - The agricultural chemical sector experienced a decline of 2.26% on August 27, with Limin Co. leading the drop [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Individual Stock Performance - Lianhua Technology (002250) saw a significant increase of 10.01%, closing at 11.65 with a trading volume of 501,600 shares and a turnover of 583 million yuan [1] - Other notable performances include Baiao Chemical (603360) with a 2.33% increase and Yangnong Chemical (600486) with a 1.25% increase [1] - Limin Co. (002734) led the declines with a drop of 5.56%, closing at 20.05 with a trading volume of 434,100 shares and a turnover of 897 million yuan [2] Capital Flow Analysis - The agricultural chemical sector saw a net outflow of 1.216 billion yuan from institutional investors, while retail investors contributed a net inflow of 760 million yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors increased their positions [2] Detailed Capital Flow for Selected Stocks - Lianhua Technology had a net inflow of 26.5 million yuan from institutional investors, while retail investors showed a net outflow of 11.9 million yuan [3] - Other stocks like Shidanli (002588) and Tian Tian Co. (002999) also experienced varied capital flows, indicating differing investor sentiments across the sector [3]
利民股份(002734):杀菌剂业务稳健增长 聚焦技术创新与市场拓展
Xin Lang Cai Jing· 2025-08-27 08:38
Core Viewpoint - The company reported significant growth in net profit for the first half of 2025, driven by strong sales in its agricultural pesticide business and effective cost management [1][2]. Financial Performance - In the first half of 2025, the company achieved operating revenue of 2.452 billion yuan, a year-on-year increase of 6.69% [1]. - The net profit attributable to shareholders reached 269 million yuan, reflecting a substantial year-on-year growth of 747.13% [1]. - In Q2 2025, the company recorded operating revenue of 1.241 billion yuan, a year-on-year decline of 5.10% but a quarter-on-quarter increase of 2.52% [1]. Business Segments - The agricultural fungicide segment generated revenue of 1.240 billion yuan in the first half of 2025, up 12.36% year-on-year, accounting for 50.57% of total revenue [2]. - The agricultural insecticide segment reported revenue of 748 million yuan, a year-on-year increase of 5.19%, representing 30.51% of total revenue [2]. - The company expanded its overseas market presence, with international revenue increasing by 22.42%, now comprising 34.57% of total revenue, up 4.44 percentage points from the previous year [2]. Cost Management and Cash Flow - The company maintained stable expenses, with sales, management, financial, and R&D expense ratios showing minor fluctuations [3]. - The net cash flow from operating activities for the first half of 2025 was 91.44 million yuan, a significant year-on-year increase of 180.08%, attributed to rising sales volumes, price increases, and improved gross margins [3]. Innovation and Market Development - The company has made substantial progress in the research and development of biopesticides, particularly in microbial synthesis technology [4]. - Collaborations with agricultural research institutions focus on green pest control technologies, enhancing the integration of AI in pesticide development and agricultural digitalization [4]. - The company has established a synthetic biology laboratory, strengthening its technical capabilities in the biopesticide sector [4]. Profit Forecast - The company forecasts net profits attributable to shareholders of 407 million yuan, 465 million yuan, and 584 million yuan for 2025, 2026, and 2027, respectively [5]. - The expected earnings per share (EPS) for the same years are projected to be 0.92 yuan, 1.05 yuan, and 1.32 yuan, with corresponding price-to-earnings (PE) ratios of 23.0, 20.1, and 16.0 [5].
利民股份(002734):公司事件点评报告:杀菌剂业务稳健增长,聚焦技术创新与市场拓展
Huaxin Securities· 2025-08-27 07:27
Investment Rating - The report maintains a "Buy" investment rating for the company [9] Core Views - The company's fungicide business shows steady growth, focusing on technological innovation and market expansion [5] - The company achieved a revenue of 2.452 billion yuan in the first half of 2025, representing a year-on-year increase of 6.69%, with a net profit of 269 million yuan, up 747.13% year-on-year [4] - The company is enhancing its competitiveness through a robust domestic and international market layout, with overseas market revenue increasing by 22.42% [5] Summary by Sections Market Performance - The company has maintained growth in sales of agricultural fungicides and insecticides, with fungicide revenue reaching 1.24 billion yuan, up 12.36% year-on-year, and insecticide revenue at 748 million yuan, up 5.19% year-on-year [5] Financial Performance - The company reported a significant increase in operating cash flow, with a net cash flow from operating activities of 91.44 million yuan, up 180.08% year-on-year [6] Technological Innovation - The company has made substantial progress in the field of biopesticides, particularly in microbial synthesis technology, enhancing its R&D capabilities and market responsiveness [7][8] - The establishment of a synthetic biology laboratory marks a significant advancement in the company's technological reserves in biopesticides [8] Profit Forecast - The company is projected to achieve net profits of 407 million yuan, 465 million yuan, and 584 million yuan for the years 2025, 2026, and 2027 respectively, with corresponding EPS of 0.92 yuan, 1.05 yuan, and 1.32 yuan [9][11]
利民股份股价报21.23元 签署巴西代森锰锌登记证收购协议
Jin Rong Jie· 2025-08-26 13:20
Core Viewpoint - Limin Co., Ltd. has signed an acquisition agreement for the registration certificate of Manganese Zinc in Brazil, which will support its expansion into the Latin American market [1] Group 1: Company Performance - As of August 26, 2025, Limin's stock price closed at 21.23 yuan, reflecting an increase of 0.62% from the previous trading day [1] - The trading volume on that day was 384,400 lots, with a total transaction value of 820 million yuan [1] Group 2: Business Operations - Limin Co., Ltd. specializes in the research, production, and sales of pesticides and veterinary drug raw materials and formulations [1] - The company's product range includes fungicides, insecticides, and herbicides, which are widely used in agricultural production [1] Group 3: Market Expansion - The acquisition of the registration certificate for Manganese Zinc will enhance the company's ability to penetrate the Latin American market [1]
利民股份:2025年8月公司正式签署巴西代森锰锌登记证收购协议
Zheng Quan Ri Bao Zhi Sheng· 2025-08-26 11:16
(编辑 袁冠琳) 证券日报网讯 利民股份8月26日在互动平台回答投资者提问时表示,2025年8月,公司正式签署巴西代 森锰锌(Mancozeb)登记证(涵盖原药及80%WP制剂)的收购协议,为公司进一步深耕拉美市场奠定 了坚实基础。 ...
利民股份涨2.04%,成交额2.61亿元,主力资金净流入1964.74万元
Xin Lang Cai Jing· 2025-08-26 03:01
Company Overview - Limin Holdings Group Co., Ltd. is located in Xinyi Economic Development Zone, Jiangsu Province, established on December 17, 1996, and listed on January 27, 2015. The company specializes in the research, production, and sales of agricultural fungicides [1][2]. Financial Performance - For the first half of 2025, Limin Holdings achieved operating revenue of 2.452 billion yuan, representing a year-on-year growth of 6.69%. The net profit attributable to the parent company was 269 million yuan, showing a significant year-on-year increase of 747.13% [2]. - Since its A-share listing, Limin Holdings has distributed a total of 919 million yuan in dividends, with 321 million yuan distributed over the past three years [3]. Stock Performance - As of August 26, Limin Holdings' stock price increased by 178.78% year-to-date, with a 3.86% rise in the last five trading days, 12.55% in the last 20 days, and 22.89% in the last 60 days. The stock was trading at 21.53 yuan per share, with a market capitalization of 9.496 billion yuan [1]. - The company has appeared on the "Dragon and Tiger List" six times this year, with the most recent appearance on June 20, where it recorded a net purchase of 24.7786 million yuan [1]. Shareholder Information - As of June 30, the number of shareholders for Limin Holdings was 69,200, an increase of 224.71% compared to the previous period. The average number of tradable shares per shareholder was 5,774, a decrease of 62.27% [2]. Business Segmentation - The main business revenue composition of Limin Holdings includes agricultural fungicides (50.57%), agricultural insecticides (30.51%), veterinary drugs (9.34%), agricultural herbicides (8.47%), and other products (0.96% for other pesticides and 0.15% for miscellaneous) [1].
利民股份跌2.03%,成交额6.04亿元,主力资金净流出8974.59万元
Xin Lang Zheng Quan· 2025-08-25 06:19
Core Viewpoint - Limin Co., Ltd. has experienced significant stock price fluctuations, with a year-to-date increase of 168.55%, but a recent decline of 2.03% on August 25, indicating potential volatility in investor sentiment [1][2]. Financial Performance - For the first half of 2025, Limin Co., Ltd. achieved a revenue of 2.452 billion yuan, representing a year-on-year growth of 6.69%, while the net profit attributable to shareholders reached 269 million yuan, showing a substantial increase of 747.13% [2]. - The company has distributed a total of 919 million yuan in dividends since its A-share listing, with 321 million yuan distributed over the past three years [3]. Stock Market Activity - As of August 25, Limin Co., Ltd.'s stock price was 20.74 yuan per share, with a market capitalization of 9.147 billion yuan and a trading volume of 604 million yuan [1]. - The stock has appeared on the "Dragon and Tiger List" six times this year, with the most recent appearance on June 20, where it recorded a net purchase of 24.7786 million yuan [1]. Shareholder Information - As of June 30, the number of shareholders for Limin Co., Ltd. was 69,200, an increase of 224.71% from the previous period, while the average number of circulating shares per shareholder decreased by 62.27% to 5,774 shares [2]. Business Overview - Limin Co., Ltd. is primarily engaged in the research, production, and sales of agricultural fungicides, with its main revenue sources being agricultural fungicides (50.57%), insecticides (30.51%), veterinary drugs (9.34%), herbicides (8.47%), and other products [1].
1687家公司公布半年报 228家业绩增幅翻倍
Zheng Quan Shi Bao Wang· 2025-08-25 03:07
Summary of Key Points Core Viewpoint - As of August 25, 1687 companies have released their semi-annual reports for 2025, with 977 reporting a year-on-year increase in net profit, while 710 reported a decline. Additionally, 1039 companies saw an increase in operating revenue, while 648 experienced a decrease. A total of 771 companies reported simultaneous growth in both net profit and operating revenue, while 442 companies saw declines in both metrics. Notably, 228 companies achieved a doubling of their performance, with Xinte Electric showing the highest increase at 49775.01% [1]. Company Performance - Xinte Electric (301120) reported earnings per share of 0.0100, with a net profit of 532.87 million and a year-on-year increase of 49775.01%. Its operating revenue reached 19265.03 million, reflecting a 16.10% increase [1]. - Fujilay (301258) achieved a net profit of 4307.66 million, with a year-on-year increase of 12430.96% and operating revenue of 22390.97 million, up by 3.36% [1]. - Taiji Holdings (300046) reported a net profit of 3972.84 million, with a year-on-year increase of 3789.41% and operating revenue of 17878.78 million, up by 4.18% [1]. - Other notable companies include: - Lian Di Xin (839790) with a net profit of 1012.23 million, a year-on-year increase of 3149.79%, but a decline in operating revenue by 8.10% [1]. - Shanda Holdings (603086) reported a net profit of 13603.97 million, with a year-on-year increase of 2561.58% and operating revenue of 142261.73 million, up by 11.82% [1]. Revenue and Profit Trends - A total of 771 companies reported simultaneous growth in both net profit and operating revenue, indicating a positive trend in the market [1]. - Conversely, 442 companies experienced declines in both metrics, highlighting potential challenges within certain sectors [1]. - The overall performance of companies shows a mixed landscape, with significant outliers achieving extraordinary growth while others face difficulties [1].