证券日报网讯 8月7日晚间，国光股份发布公告称，公司2025年上半年实现营业收入为1，118，836， 327.91元，同比增长7.33%；归属于上市公司股东的净利润为230，530，454.99元，同比增长6.05%。 （文章来源：证券日报） ...

Group 1: Company Performance - SMIC reported Q2 revenue of $2.21 billion, a 16% year-over-year increase, but a 1.7% decrease quarter-over-quarter [1] - China Mobile achieved a net profit of 84.2 billion yuan in the first half of 2025, a 5% year-over-year increase, with a mid-term dividend of 2.75 HKD per share, up 5.8% [2] - Huahong Semiconductor's Q2 revenue was $566.1 million, an 18.3% year-over-year increase, with Q3 revenue guidance of $620 million to $640 million [3] Group 2: Business Operations and Developments - Chuangzhong Technology clarified that it does not engage in the production of liquid-cooled servers, only participating in testing platforms, with no revenue generated from this segment in H1 2025 [4] - Shuo Beid announced it has sent samples of liquid-cooled server plates to Taiwanese clients, but the ability to pass testing and achieve mass production remains uncertain [5] - Furi Electronics stated that its subsidiary provides JDM/OEM services for service robots, but this revenue accounts for less than 1% of the company's total revenue [6] Group 3: Industry Trends and Market Movements - Sales of new energy vehicles by Seres reached 44,581 units in July, reflecting a 5.7% year-over-year increase [7] - Longyuan Power completed a power generation of 6,328.76 MWh in July, marking a 2.44% year-over-year growth [8] - Jianglong Shipbuilding won a bid for the "Blue Granary" marine economic development project, indicating ongoing infrastructure investments [8]

Growth - Rongzhi Rixin reported a net profit of 14.2355 million yuan in the first half of the year, representing a year-on-year increase of 2063.42% [1] - Zhejiang Shuculture achieved a net profit of 377 million yuan, up 156.26% year-on-year [1] - Guomai Culture's net profit reached 5.6632 million yuan, reflecting an 80.38% year-on-year growth [1] - Beiding Co., Ltd. reported a net profit of 55.8288 million yuan, marking a 74.92% increase year-on-year [1] - Hesheng New Materials posted a net profit of 97.0031 million yuan, up 58.31% year-on-year [1] - Huace Navigation achieved a net profit of 326 million yuan, a year-on-year increase of 29.94% [1] - Xinyangfeng reported a net profit of 951 million yuan, reflecting a 28.98% year-on-year growth [1] - Huangshanghuang's net profit was 76.9199 million yuan, up 26.9% year-on-year [1] - Guoguang Co., Ltd. reported a net profit of 231 million yuan, representing a 6.05% year-on-year increase [1] - Zhangyuan Tungsten Industry achieved a net profit of 115 million yuan, marking a 2.54% year-on-year growth [1] - Huate Dain reported a net profit of 337 million yuan, reflecting a 1.69% year-on-year increase [1] Decline and Loss - Awei New Materials reported a net profit of 29.9 million yuan, a year-on-year decline of 33% [1] - New Classics posted a net profit of 46.8763 million yuan, down 48.5% year-on-year [1] - Aisxu Co., Ltd. reported a net loss of 238 million yuan, a reduction compared to the previous year [1]

证券日报网讯 8月7日晚间，国光股份发布公告称，公司第六届董事会第五次会议审议通过了《关于 2025年半年度报告及摘要的议案》等多项议案。 （文章来源：证券日报） ...

证券日报网讯8月7日晚间，国光股份（002749）发布公告称，公司将于2025年8月26日召开2025年第二 次临时股东大会。本次股东大会将审议《关于取消监事会、修改公司 <章程> 的议案》《关于制定、修 改和废止部分公司治理制度的议案》《关于与关联方签署 <代为培育协议> 暨关联交易的议案》。 ...

8月7日国光股份发布2025半年度分配预案，拟10派4元（含税），预计派现金额合计为1.87亿元。派现 额占净利润比例为80.92%，以该股2025半年度成交均价计算，股息率为2.71%。这是公司上市以来，累 计第15次派现。 资金面上看，该股今日主力资金净流入305.07万元，近5日主力资金净流入4.59万元。 按申万行业统计，国光股份所属的基础化工行业共有3家公司公布了2025半年度分配方案，派现金额最 多的是嘉化能源，派现金额为2.65亿元，其次是国光股份、正丹股份，派现金额分别为1.87亿元、1.58 亿元。（数据宝） 2025半年度基础化工行业分红排名 | 代码 | 简称 | 每10股送转 | 每10股派现 | 派现金额（万 | | 派现占净利润比例 | 股息率 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | （股） | （元） | 元） | | （%） | （%） | | 600273 | 嘉化能 源 | 0.00 | 2 | 26507.07 | 45.66 | | 2.47 | | 002749 | 国光股 份 | 0.00 ...

目前，颜亚奇担任国光股份子公司四川国光农资执行董事、子公司鹤壁全丰生物科技董事。此外，他还 有一个身份是国光商学院的校长。 国光股份（002749）8月7日下午披露，公司与关联方颜亚奇签署《代为培育协议》，委托颜亚奇按照市 场原则在亚洲、非洲、拉丁美洲等地区的海外目标市场国家或地区为公司代为培育海外农药项目。颜亚 奇系公司控股股东、实际控制人颜昌绪之子。 公告显示，颜亚奇出生于1979年2月。2012年12月至2021年12月，他曾担任国光股份总经理、副董事 长；2021年12月至2023年12月，其担任国光股份总经理、董事长。 2023年12月，国光股份公告称，颜亚奇提交书面报告，申请辞去公司董事、董事长、总裁及董事会专门 委员会成员等职务。今后，颜亚奇的工作重点将放在行业前沿科技的引进和研发、产业新兴项目的孵化 和培育等方面。 按照规划，经国光股份股东大会审议通过(上述代为培育事项)后，颜亚奇将在目标市场国家或地区设立 相关代培育主体。代培育标的成立后，即开展相关农药产品登记等市场准入工作。 双方约定，培育标的相关代为培育业务或资产所发生的费用、支出和风险由颜亚奇承担；颜亚奇代为培 育及处置的收益，归其所 ...

Core Viewpoint - Sichuan Guoguang Agrochemical Co., Ltd. reported a revenue increase of 7.33% year-on-year, with net profit rising by 6.05% in the first half of 2025, indicating stable growth in the agrochemical sector [4][5][9]. Financial Performance - Revenue for the first half of 2025 reached CNY 1,118,836,327.91, compared to CNY 1,042,425,459.80 in the same period last year, marking a 7.33% increase [4][5]. - Net profit attributable to shareholders was CNY 230,530,454.99, up from CNY 217,372,888.31, reflecting a 6.05% growth [4][5]. - The net cash flow from operating activities decreased by 7.91% to CNY 189,441,964.28 [4][5]. - Total assets decreased by 3.78% to CNY 2,617,825,602.24 compared to the end of the previous year [4][5]. Business Overview - The company specializes in the manufacturing of chemical pesticides and fertilizers, focusing on plant growth regulators and high-end water-soluble fertilizers [4][5][18]. - As of June 30, 2025, the company held 330 pesticide product registration certificates, including 150 for plant growth regulators [4][5][19]. Industry Development - The agrochemical industry is characterized by strong technology requirements, diverse products, and stable market demand, with pesticides playing a crucial role in agricultural production [7][8][9]. - The number of registered pesticide products in China reached 50,055, with plant growth regulators accounting for approximately 3.79% of the total [8][9]. - The industry is undergoing consolidation, with the number of pesticide production enterprises decreasing from about 1,700 in 2020 to over 1,680 currently, indicating increasing market concentration [9][10]. Market Position - The company is recognized as the largest seller of plant growth regulator formulations in China, leveraging its extensive product registration and established brand reputation [4][5][19]. - The market for plant growth regulators is projected to have significant growth potential, with an estimated total market capacity of CNY 63 billion if penetration reaches 100% [14][19]. Strategic Initiatives - The company is focusing on enhancing its R&D capabilities through collaborations with academic institutions, such as the establishment of a research institute with Nanjing Agricultural University [19][20]. - The company is transitioning from a product-centric to a value-centric marketing approach, emphasizing customized solutions to meet customer needs [18][19].

证券代码：002749 证券简称：国光股份 公告编号：2025-046 号 四川国光农化股份有限公司 第六届董事会第五次会议决议公告 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。 一、董事会会议召开情况 四川国光农化股份有限公司（以下简称"公司"）第六届董事会第五次会议通 知于 2025 年 7 月 25 日以邮件形式发出，会议于 2025 年 8 月 7 日在龙泉办公区会议 室以现场结合通讯表决的方式召开。本次会议应出席董事 7 人，实际出席董事 7 人。 会议由董事长何颉先生主持，公司全体监事、高级管理人员列席了会议。本次董事 会会议的召开符合有关法律、行政法规、部门规章、规范性文件和公司章程的规定。 二、董事会会议审议情况 本次会议经过有效表决，审议通过了以下议案： （一）关于 2025 年半年度报告及摘要的议案 表决结果：7 票同意，0 票反对，0 票弃权。 公司《2025 年半年度报告》及《2025 年半年度报告摘要》详见指定信息披露媒 体《证券时报》《证券日报》《中国证券报》《上海证券报》和巨潮网 （www.cninfo.com.cn）。 （二） ...

四川国光农化股份有限公司 内部审计制度 第一条 为加强四川国光农化股份有限公司（以下简称"公司"）的风险管理、 内部控制和治理过程的效率和效果，规范内部审计工作，根据《中华人民共和国审 计法》、《审计署关于内部审计工作的规定》《中国内部审计准则》《深圳证券交 易所上市公司自律监管指引第 1 号-主板上市公司规范运作》及《四川国光农化股 份有限公司章程》的规定，结合公司的实际情况，制定本制度。 第二条 本制度适用于公司及所属企业。本制度所称所属企业，是指公司全资、 控股子公司和公司拥有实际管理权的其他企业。 第三条 本制度所称内部审计，是指公司审计部依据国家有关法律法规和内部 管理规定，对公司的业务活动、内部控制、风险管理、财务收支信息等实施独立、 客观的确认和咨询活动，旨在通过系统化、规范化的方法，评估和改善组织的风险 管理、内部控制和治理过程的效果，帮助组织实现其目标。 第二章 内部审计机构和人员 第四条 公司设立审计部，对董事会负责，在公司董事会审计委员会直接领导 下开展工作，并向其报告工作。为方便日常审计工作的管理，董事会授权公司董事 长主管内部审计的日常管理工作，定期或不定期将内部审计工作向董事会审计 ...