证券代码：002749 证券简称：国光股份 公告编号：2026-003号 | 专利权人 | 专利号 | | 专利名称 | 申请日期 | 专利 期限 | 证书号 | 授权公告号 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 润尔科技 | ZL 1 1613122.2 | 2025 | 含对氯苯氧乙酸钠 的超低容量液剂、 制备方法和应用 | 2025年11月6日 | 20 年 | 第8711809号 | CN121058661 | B | | 润尔科技 | ZL 1 1613114.8 | 2025 | 一种嘌呤类细胞分 裂素纳米悬浮剂、 | 2025年11月6日 | 20 年 | 第8712957号 | CN121058677 | B | | 四川嘉智 | ZL 1 | 2024 | 制备方法及应用 一种除草组合物、 | 2024 年6 月7 日 | 20 年 | 第8693075号 | CN118743393 | B | | | 0744253.3 | | 除草剂及应用 | | | | | | 发明"含对氯苯氧乙酸钠的超低容量液剂、 ...

国光股份公告称，子公司润尔科技收到两项《发明专利证书》，二级子公司四川嘉智收到一项《发明专 利证书》。润尔科技的两项专利分别为"含对氯苯氧乙酸钠的超低容量液剂、制备方法和应用""一种嘌 呤类细胞分裂素纳米悬浮剂、制备方法及应用"，申请日期均为2025年11月6日；四川嘉智的专利为"一 种除草组合物、除草剂及应用"，申请日期为2024年6月7日。三项专利期限均为20年。专利取得利于加 强知识产权保护，但转化尚需时间，不会对近期业绩产生重大影响。 ...

机构对农化行业中长期前景保持乐观。光大证券指出，磷肥、钾肥等细分领域资源壁垒稳固，一体化龙 头企业有望通过成本控制维持盈利优势。针对国光股份，多家机构预测2026年净利润同比增长 13.38%，目标价中枢为22.08元，较当前股价存在58.28%的潜在空间。其植物生长调节剂龙头地位及"全 程方案"推广模式被视作核心竞争力，政策洗牌后市场份额有望进一步扩大。 经济观察网 近期，农业政策利好持续释放，对国光股份（002749）所在农药行业形成支撑。2026年2月 3日，中央一号文件《关于锚定农业农村现代化 扎实推进乡村全面振兴的意见》正式发布，强调稳定粮 油生产并提升农业综合生产能力，为化肥、农药行业提供长期发展动力。同时，自2026年1月1日起实施 的"一品一证"政策进一步规范农药登记证管理，淘汰非合规产品，拥有丰富登记证资源的头部企业如国 光股份竞争优势凸显，行业集中度加速提升。 股票近期走势 近7个交易日，国光股份股价小幅震荡下行，区间累计跌幅1.53%，振幅2.99%。2月12日最新收盘价为 13.49元，当日下跌1.96%，成交金额2854万元，换手率0.46%。资金面显示主力净流入100.2万元，但整 ...

Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Viewpoints - The chemical industry is experiencing a recovery opportunity across various sub-sectors, with specific recommendations for leading companies such as Wanhua Chemical (600309, Buy) in the MDI sector, and China Petroleum & Chemical Corporation (600028, Buy) in the refining sector [3][5] - The demand for oxalic acid is expected to rise, driven by investments in the iron-lithium supply chain, indicating a tightening supply-demand situation that may elevate market conditions [3][8] Summary by Relevant Sections Investment Suggestions and Targets - The report continues to favor recovery opportunities in the chemical sub-sectors, recommending leading companies such as: - MDI leader: Wanhua Chemical (600309, Buy) - PVC industry: Zhongtai Chemical (002092, Not Rated), Xinjiang Tianye (600075, Not Rated), Chlor-alkali Chemical (600618, Not Rated), Tianyuan Co., Ltd. (002386, Not Rated) - Refining sector: China Petroleum & Chemical Corporation (600028, Buy), Rongsheng Petrochemical (002493, Buy), Hengli Petrochemical (600346, Buy) - Agricultural chemical chain: Guoguang Co., Ltd. (002749, Buy), Xinyangfeng (000902, Buy), Shidanli (002588, Not Rated), Yuntu Holdings (002539, Not Rated), Runfeng Co., Ltd. (301035, Buy) - Phosphate chemical sector: Chuanheng Co., Ltd. (002895, Not Rated), Yuntianhua (600096, Not Rated) - Oxalic acid sector: Hualu Hengsheng (600426, Buy), Huayi Group (600623, Buy), Wankai New Materials (301216, Buy) [3] Market Dynamics - The chemical industry has seen increased attention, with a recovery in stock prices following a dip influenced by precious metals and crude oil futures. This indicates a shift away from previous narratives tied to external market influences [8] - The report highlights that the current chemical market rally is primarily driven by policy guidance and strategic adjustments within the industry, suggesting a return to a favorable economic cycle for the chemical sector [8]

Group 1 - The core point of the article is that Guoguang Co., Ltd. (002749.SZ) announced that its subsidiary, Sichuan Jiazhi Ecological Technology Co., Ltd., has received an invention patent certificate from the National Intellectual Property Administration for a herbicide composition and its application [1] - The patent number is ZL 2023 1 0740083.7, and the invention involves the combined use of two active ingredients, metsulfuron-methyl and dichloroacetic acid, which demonstrate additive or synergistic effects [1] - This herbicide is reported to be very safe for warm-season turfgrass, specifically for the control of Poa annua, and shows good efficacy in removing monocotyledonous weeds with minimal environmental pollution, making it suitable for large-scale application [1]

Group 1 - The core point of the article is that Guoguang Co., Ltd. (002749.SZ) announced that its subsidiary, Sichuan Jiazhi Ecological Technology Co., Ltd., has received an invention patent certificate from the National Intellectual Property Administration for a herbicide composition and its application [1] - The patent number is ZL 2023 1 0740083.7, and the invention involves the combined use of two active ingredients, metsulfuron-methyl and dichloroacetic acid, which demonstrate additive or synergistic effects [1] - This herbicide is reported to be very safe for warm-season turfgrass, specifically for the control of Poa annua, and shows good efficacy in removing monocotyledonous weeds with minimal environmental pollution, making it suitable for large-scale application [1]

近日，四川国光农化股份有限公司（以下简称"公司"）二级子公司四川嘉智 生态科技有限公司（以下简称"四川嘉智"）收到国家知识产权局颁发的《发明专 利证书》，专利权人为四川嘉智，具体情况如下： | ZL | 2023 1 | | 0740083.7 | 一种除草组合物、除草 | 2023 | 年6 | 月21 | 日 | 20 年 | 第8661531号 | CN116784347 | B | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 专利号 | | 专利名称 剂及应用 | | 申请日期 | | | 专利 期限 | 证书号 | 授权公告号 | | 证券代码：002749 证券简称：国光股份 公告编号：2026-002号 四川国光农化股份有限公司 关于取得发明专利证书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 该发明甲嘧磺隆和二氯喹啉酸两者联用体现出相加或协同增效的作用，对暖季 型草坪中沟叶结缕草草坪非常安全，两者共同作用，使 ...

Market Performance - The agricultural chemical sector increased by 0.17% on February 4, with Jinzhengdai leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Individual Stock Performance - Jinzhengdai (002470) closed at 2.03, up 5.73% with a trading volume of 1.79 million shares and a transaction value of 361 million yuan [1] - Hongtaiyang (000525) closed at 5.89, up 4.43% with a trading volume of 393,200 shares and a transaction value of 233 million yuan [1] - Hongda Co. (600331) closed at 16.43, up 2.88% with a trading volume of 761,800 shares and a transaction value of 1.236 billion yuan [1] - Yabeng Chemical (300261) closed at 7.10, up 2.60% with a trading volume of 285,200 shares and a transaction value of 203 million yuan [1] - Other notable stocks include Chitianhua (600227), Yuntu Holdings (002539), and Sichuan Meifeng (000731), all showing positive gains [1] Capital Flow Analysis - The agricultural chemical sector experienced a net outflow of 192 million yuan from institutional investors, while retail investors saw a net inflow of 212 million yuan [2] - The overall net outflow from retail investors was 20.05 million yuan [2] Detailed Capital Flow for Selected Stocks - Salt Lake Co. (000792) had a net inflow of 89.5 million yuan from institutional investors, while retail investors experienced a net outflow of 54.6 million yuan [3] - Jinzhengdai (002470) saw a net inflow of 35.3 million yuan from institutional investors, with retail investors facing a net outflow of 24.0 million yuan [3] - Other stocks like Yuntu Holdings (002539) and Hongtaiyang (000525) also showed varying capital flows, with significant net outflows from retail investors [3]

Investment Rating - The report maintains an "Outperform" rating for the agricultural chemical industry [5][8]. Core Views - The potassium fertilizer market is experiencing a tight supply-demand balance, with contract prices rising due to increased demand and limited domestic production [1][5]. - The long-term price of phosphate rock is expected to remain high due to declining ore grades and increasing demand from new applications such as lithium iron phosphate [2][3][7]. - The cancellation of export tax rebates for certain pesticides, including glyphosate, is anticipated to accelerate the elimination of outdated production capacity in the pesticide industry [4][7]. Summary by Sections Potassium Fertilizer - Potassium fertilizer prices are recovering due to strong demand, with domestic production expected to decrease by 2.7% to 5.5 million tons in 2024, while imports are projected to reach a record high of 12.633 million tons, up 9.1% year-on-year [1][25]. - As of January 2026, the average market price for potassium chloride was 3,295 CNY/ton, reflecting a 27.52% increase year-on-year [1][41]. - Key companies recommended for investment include Yara International, with projected potassium chloride production of 2.8 million tons in 2025 and 4 million tons in 2026 [5][8]. Phosphate Chemicals - The phosphate rock market is characterized by tight supply, with prices for 30% grade phosphate rock remaining above 900 CNY/ton for over two years [2][50]. - As of January 30, 2026, the price for 30% grade phosphate rock was 1,040 CNY/ton in Hubei and 970 CNY/ton in Yunnan, stable compared to the previous month [2][50]. - Companies with clear expansion plans such as Chuanheng Co., Yuntianhua, and Xingfa Group are recommended for investment [7]. Pesticides - The cancellation of export tax rebates is expected to increase production costs for pesticide companies, leading to a potential rise in prices for glyphosate and other products [4][7]. - The production of glyphosate in China is projected to grow significantly from 18,300 tons in 2020 to 120,400 tons by 2025, with an annual compound growth rate of 45.78% [4][7]. - Recommended companies in the pesticide sector include Lier Chemical and Liming Chemical, which are expected to benefit from price increases and improved margins [7].

Investment Rating - The report maintains an "Outperform" rating for the agricultural chemical industry [5][8]. Core Views - The potassium fertilizer market is experiencing a tight supply-demand balance, with contract prices rising due to increased demand and limited domestic production [1][5]. - The long-term price of phosphate rock is expected to remain high due to declining ore grades and increasing demand from new applications such as lithium iron phosphate [2][3]. - The cancellation of export tax rebates for certain pesticides, including glyphosate, is anticipated to accelerate the elimination of outdated production capacity in the industry [4][5]. Summary by Sections Potassium Fertilizer - Potassium fertilizer prices are recovering due to strong demand, with domestic production expected to decrease slightly in 2024 while imports reach a historical high [1][25]. - As of January 2026, the average market price for potassium chloride was 3,295 CNY/ton, reflecting a year-on-year increase of 27.52% [1][41]. - Key companies recommended include Yara International, with projected potassium chloride production of 280 million tons in 2025 and 400 million tons in 2026 [5][8]. Phosphate Chemicals - The phosphate rock market is characterized by tight supply, with prices for 30% grade phosphate rock remaining high at around 1,040 CNY/ton in Hubei [2][50]. - The demand for lithium iron phosphate is driving the growth of phosphate rock consumption, with significant price increases observed in related products [2][3]. - Recommended companies include Chuanheng Co., which has clear expansion plans, and Yuntianhua, a leading player in the phosphate chemical sector [5][7]. Pesticides - The cancellation of export tax rebates is expected to increase production costs for pesticide companies, leading to a potential rise in prices for glyphosate and other products [4][5]. - The market for glyphosate is projected to grow significantly, with production expected to increase from 18,300 tons in 2020 to 120,400 tons by 2025, reflecting a compound annual growth rate of 45.78% [4][5]. - Companies recommended in this sector include Lier Chemical and Liming Chemical, which are well-positioned to benefit from the changing market dynamics [5][7].