（文章来源：证券日报） 证券日报网2月2日讯 ，国光股份在接受调研者提问时表示，公司的技术服务模式对终端推广人员的需 求大、技术要求高：一是因为公司主要通过地推的方式实现产品销售，要覆盖更多的空白市场和空白作 物就需要增加技术营销人员；二是因为持续开展技术观摩会、测产会、经销商培训会、种植户培训会等 会议，以宣传展示产品、全程方案的效果和价值，前述工作对技术营销人员专业能力要求较高。为满足 公司销售工作需要，一是持续加大校园招聘力度，如2025年招聘约300名来自农业院校且接受过系统、 专业的学习的2025届毕业生。二是持续加强人才培训、培养工作，提高专业技术服务能力。对于新招的 销售人员，公司采取集中培训、团队培训、师傅带徒弟的方式持续对新员工进行应用技术培训；在各个 学习阶段对新员工采用笔试、讲课等方式进行专业知识考核。 ...

证券日报网2月2日讯 ，国光股份在接受调研者提问时表示，公司大力实施方案营销的目的是推动公司 持续发展。公司实施方案营销有以下有利条件：土地流转比例持续提升，具有提质增产作用且适应种植 机械化、规模化、产业化的植物生长调节剂市场需求正在扩大，公司调控方案、调肥方案、作物全程方 案等就是依托公司长期积累的作物调控技术的支撑；随着下游农业的发展，种植户市场需求发生一定变 化，种植户特别是规模化种植经营主体对种植调控方案、调肥方案、植保方案、作物种植管理全程解决 方案的需求越来越多，单品销售的商业模式已经无法适应市场需求变化；调控方案、调肥方案、植保方 案以及作物种植管理全程解决方案是产品、技术、服务综合实力的体现，公司丰富的产品线和深厚的应 用技术积累具备解决方案推广的优势；公司的品牌影响力和营销网络能够为公司方案营销提供有力支 撑。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网2月2日讯 ，国光股份在接受调研者提问时表示，自上市以来，公司经营现金流良好，销售 收现率（即销售商品提供劳务收到的现金/营业收入）一直维持在90%以上，同时公司资产负债率较 低，因此公司自上市以来积极通过现金分红方式回报全体股东。未来公司将按照《未来三年（2024- 2026年）股东回报规划》，积极回报股东。 ...

本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、本次提供借款事项概述 四川国光农化股份有限公司（以下简称"公司"）于 2025 年 10 月 24 日召开第六 届董事会第七次会议，审议通过了《关于向子公司山西浩之大生物科技有限公司和二 级子公司鹤壁全丰生物科技有限公司提供借款的议案》，同意公司以自有资金继续向 浩之大和鹤壁全丰分别提供金额不超过 5,000 万元的借款，年利率 3.0%（按人民银行 公布的最新 1 年期 LPR 计算），借款期限从实际借款之日起不超过 1 年，按季结收利 息。具体内容详见 2025 年 10 月 25 日公司在指定信息披露媒体《证券时报》《证券 日报》《中国证券报》《上海证券报》和巨潮资讯网（www.cninfo.com.cn）上刊登 的相关公告（公告编号：2025-071 号）。 二、提供借款进展情况 近日，公司与公司二级子公司鹤壁全丰生物科技有限公司（以下简称"鹤壁全丰"） 签订了《借款合同》，向鹤壁全丰继续提供借款人民币 3,000 万元。合同主要内容如 下： 证券代码：002749 证券简称：国光股份 公告编号：20 ...

Core Viewpoint - Guoguang Co., Ltd. (002749) has introduced a comprehensive crop management solution that integrates technology and services to enhance crop quality and yield while maximizing farmers' profits [1] Group 1: Crop Management Solution - The comprehensive crop management solution, referred to as the "whole crop solution," is designed to provide systematic integration of technology and services [1] - This sales model focuses on solving user problems rather than merely selling products, emphasizing a value-driven approach [1] - The solution is supported by the company's crop regulation technology, delivering value through the use of related products, techniques, and services [1] Group 2: Service Model - The service model includes expert-level, personalized, and lifelong support for farmers, featuring field demonstrations, on-site guidance, and diagnostic services [1] - The promotion of the whole crop solution is a collaborative effort involving the company's technical marketing personnel, distributors, and retailers [1] - A combination of on-site field services and real-time online support is employed to address farmers' issues promptly [1]

南财智讯2月2日电，国光股份在投资者关系活动中表示，2025年在小麦、玉米、水稻等大田作物上测产 显示，使用全程方案相对对照组普遍增产，增产效益超过增量投入；在水果等经济作物领域可提升品质 或提早上市，创造更高经济效益，因此全程方案受到用户高度认可，粘性较高。 ...

南财智讯2月2日电，国光股份在投资者关系活动中表示，作物全程解决方案销售模式是将"技术"、"服 务"系统化整合，以实现作物优质高产和种植户高收益为目标，通过田间示范、现场指导、巡田诊断等 专家级、保姆式、终身制服务，使种植户以亩为计量单位、按作物生育期周期购买"管理方案"，其本质 是基于用户问题的解决方案而非简单的产品销售。 ...

四川国光农化股份有限公司 投资者关系活动记录表 证券代码： 002749 证券简称：国光股份 植物生长调节剂在使用上具有以下特点：一是活性较高，使用 不当极易对作物的生长发育产生负面影响；二是使用效果常因气 候、长势以及使用的时间、方法和浓度的不同而表现出很大的差异； 三是植物生长调节剂不属于营养物质，不具备肥效，需要综合的管 理才能达到应用的最佳效果。因此，丰富的应用技术积累以及高质 量的技术服务对推广产品至关重要。据测算，植物生长调节剂的市 场容量约 600 亿元，目前其市场规模远低于前述测算的市场容量， 未来发展空间巨大。 植物生长调节剂行业的现状以及特点如下：有关资料显示，截 至 2025 年末，我国有效登记的植物生长调节剂产品约 2100 多个， 公司的植物生长调节剂登记证约占国内总登记数量的 7.1%。目前行 业有以下特点：①以原药生产、销售为主，原药生产企业以出口为 主；②行业分散，大部分企业的登记产品品种不多（据统计，有 10 个及以上植物生长调节剂登记证的企业仅 40 余家），即业内大部 分企业覆盖的作物较少；③对应用技术要求较高；④产品应用范围 广，同一种植物生长调节剂产品，因作用效果不同 ...

Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Viewpoints - The agricultural chemical industry is entering a period of layout opportunities, driven by the increasing importance of food security amid geopolitical fluctuations. The focus is on enhancing planting efficiency through technological empowerment [8] - The report emphasizes the growth potential of leading companies in the agricultural chemical sector, particularly those focused on technology services, including plant growth regulators, compound fertilizers, and pesticide formulations [3][8] - The report highlights the recovery opportunities in various sub-sectors of the chemical industry, including MDI, PVC, and refining, with specific companies recommended for investment [3][8] Summary by Relevant Sections Agricultural Chemical Sector - The report identifies growth opportunities in the agricultural chemical sector, particularly for companies that provide technology-driven services. Key areas include: 1. Plant growth regulators, which are characterized by low usage, high effectiveness, and cost efficiency, are seen as essential for modern agriculture [8] 2. Compound fertilizers are crucial for providing precise nutrient ratios to crops, with room for growth in China's compound fertilizer application rates compared to developed countries [8] 3. The potential for Chinese pesticide formulation companies to expand internationally, breaking the monopoly of traditional multinational corporations [8] Chemical Industry Recovery - The report notes a positive outlook for the recovery of various chemical sub-sectors, including: - MDI leader Wanhua Chemical (600309, Buy) [3] - PVC industry players such as Zhongtai Chemical (002092, Not Rated) and Xinjiang Tianye (600075, Not Rated) [3] - Refining sector leaders like Sinopec (600028, Buy) and Rongsheng Petrochemical (002493, Buy) [3] - The report anticipates continued price increases for high-energy products, particularly in the PVC sector, due to supply constraints and structural demand shifts [8]

Core Viewpoint - The article discusses the impact of the upcoming export tax rebate cancellation on various companies in the glyphosate industry, highlighting their strategies to mitigate cost pressures and capitalize on market opportunities. Group 1: Company Strategies and Advantages - Xingfa Group, a leading player in the phosphate chemical industry, benefits from a complete supply chain and cost control, allowing it to quickly pass on cost pressures post-export tax rebate cancellation [1][19] - Yangnong Chemical, a leader in the biorational pesticide sector, plans to shift towards high-value formulation exports, leveraging its strong overseas registration and channel networks [2][20] - Hebang Biotechnology has a high self-sufficiency rate in raw materials, which helps it mitigate cost increases and capture orders during overseas inventory replenishment cycles [3][19] - Runfeng Co., a prominent pesticide exporter, can quickly adjust its product structure to high-value formulations, benefiting from its global partnerships and supply chain flexibility [4][20] - Xin'an Chemical, known for its integrated production model, significantly reduces costs and enhances flexibility in price transmission through its dual production of organic silicon and glyphosate [5][21] Group 2: Market Position and Growth Potential - Taihe Co. focuses on raw material production and aims to expand its market share by optimizing production costs and enhancing its domestic formulation market presence [6][22] - Andermatt Biocontrol, a global leader in pesticide formulations, plans to leverage its strong R&D capabilities and global network to maintain market leadership post-tax rebate changes [7][24] - Lier Chemical, with a complete R&D and production system, aims to enhance its market position through technological upgrades and a stable raw material supply chain [8][25] - Nopson, a leading pesticide formulation company, is expected to strengthen its domestic market position by quickly adapting to changes in export pressures [9][26] - Jiangshan Co., a top glyphosate producer, is positioned to benefit from its scale and technological advantages, allowing it to consolidate market share amid industry restructuring [10][28] Group 3: Industry Trends and Challenges - The glyphosate industry is experiencing consolidation, with companies poised to capture market share from smaller players exiting the market due to increased competition and regulatory pressures [11][29] - Companies are focusing on technological advancements and product iterations to address challenges such as glyphosate resistance and to enhance their competitive edge [12][30] - The shift towards high-value formulations and domestic market focus is a common strategy among companies to mitigate the impact of the export tax rebate cancellation [13][34]