证券日报网讯广康生化（300804）8月26日在互动平台回答投资者提问时表示，公司始终以"致力于打造 卓越、安全、环保、绿色的一流农化企业"为发展愿景，在实际运营中，公司并非在盈利与社会责任间 取舍，而是致力让技术进步、绿色价值观和市场回报形成正向循环。以绿色理念指导研发，确保产品环 保与安全；以技术优势打造差异化、高附加值产品矩阵；以市场成果反哺创新投入，持续增强核心竞争 力。这一协同机制已融入公司产品布局和运营管理，确保公司在实现业绩增长的同时，切实履行环境与 社会责任。未来，公司将继续坚持以绿色创新为驱动，推动高质量、可持续发展，回馈广大投资者的信 任与支持。 ...

Core Insights - Guangkang Biochemical reported a revenue of 399 million yuan for the first half of 2025, marking a year-on-year increase of 25.55% [1] - The net profit attributable to shareholders reached 29.01 million yuan, up 32.13% year-on-year, with a significant increase of 190% in net profit after deducting non-recurring gains [1] - The company achieved a positive net cash flow from operating activities of 38.67 million yuan, reversing from a negative position in the same period last year [1] Revenue Breakdown - The revenue from the raw material business was 329 million yuan, an increase of 18.26%, accounting for 82.42% of total revenue [1] - The formulation business generated 69.05 million yuan, showing a substantial growth of 82.64% [1] - The growth in revenue is attributed to increased sales of fungicide products and expansion in the formulation business, alongside cost reduction through optimized production processes [1] R&D and Innovation - The company invested 16.70 million yuan in R&D, reflecting an 11.83% increase year-on-year [2] - Guangkang Biochemical achieved certification for the GB/T29490-2023 intellectual property compliance management system and was recognized as a provincial-level technology center [2] - The company has developed expertise in key technology areas such as chlorination and diazotization, supporting continuous product upgrades [2] Market Strategy and Product Development - The company adheres to a "differentiated and niche" competition strategy, which has proven effective [2] - Core products such as Kexingdan and Mieqingdan received a 15-year renewal approval from the EU, with usage restrictions lifted, expected to boost overseas market demand [2] - The production lines for Mieqingdan at the Yingde base are operating at full capacity, while the Kexingdan production capacity at the Shaoguan base is continuously increasing [2] Product Portfolio and International Collaboration - Guangkang Biochemical is a major supplier of succinate dehydrogenase inhibitors and trichloromethyl sulfur fungicides, with a strong product matrix including Benfluralin, Thifensulfuron, and Kexingdan [2] - The company is the sole domestic producer of Toxaphene, and its clean production processes for Kexingdan and Mieqingdan have received national invention patents [2] - The company maintains stable collaborations with multinational agrochemical firms such as UPL and ADAMA, with products distributed in major markets like the US and EU [2]

Group 1 - Guangkang Biotech (300804.SZ) released its semi-annual report for 2025 on August 22, 2025, indicating that as of August 21, 2025, a total of 8 institutional investors disclosed holdings in Guangkang Biotech A-shares, with a total holding of 10.2497 million shares, accounting for 13.85% of the total share capital [1] - The institutional investors include several firms such as Yingde Zhongxing Investment Management Co., Ltd., Shenzhen Qianhai Ruihong Kaiyin Asset Management Co., Ltd., and Morgan Stanley & Co. International PLC, among others [1] - Compared to the previous quarter, the total proportion of institutional holdings decreased by 5.09 percentage points [1] Group 2 - In the public fund sector, one public fund, CITIC Prudential Multi-Strategy Mixed (LOF) A, was not disclosed in this period compared to the previous quarter [2] - Regarding foreign investment attitudes, one new foreign institution disclosed in this period is Morgan Stanley & Co. International PLC [2]

Core Insights - Guangkang Biochemical (300804.SZ) reported a total operating revenue of 399 million yuan for the first half of 2025, an increase of 81.18 million yuan compared to the same period last year, representing a year-on-year growth of 25.55% [1] - The net profit attributable to shareholders was 29.01 million yuan, up by 7.05 million yuan from the same period last year, reflecting a year-on-year increase of 32.13% [1] - The net cash inflow from operating activities was 38.67 million yuan, an increase of 39.09 million yuan compared to the same period last year [1] Financial Metrics - The latest gross profit margin is 23.63%, an increase of 0.22 percentage points from the previous quarter and up by 0.88 percentage points year-on-year [2] - The latest return on equity (ROE) is 2.14%, an increase of 0.46 percentage points compared to the same period last year [2] - The diluted earnings per share (EPS) is 0.39 yuan, an increase of 0.09 yuan year-on-year, representing a growth of 31.18% [2] - The total asset turnover ratio is 0.19 times, an increase of 0.03 times year-on-year, reflecting a growth of 15.08% [2] - The inventory turnover ratio is 1.82 times, an increase of 0.40 times compared to the same period last year, representing a year-on-year growth of 28.46% [2] Shareholder Information - The number of shareholders is 10,800, with the top ten shareholders holding a total of 52.54 million shares, accounting for 71.00% of the total share capital [2] - The largest shareholder is Cai Danqun, holding 34.8% of the shares [2] Debt Metrics - The latest debt-to-asset ratio is 35.92% [3]

（文章来源：每日经济新闻） 广康生化（SZ 300804，收盘价：43.58元）8月21日晚间发布半年度业绩报告称，2025年上半年营业收 入约3.99亿元，同比增加25.55%；归属于上市公司股东的净利润约2901万元，同比增加32.13%；基本每 股收益0.3921元，同比增加31.18%。 ...

证券日报网讯8月21日晚间，广康生化（300804）发布公告称，公司董事会同意聘任王世银先生、车林 先生、冯维国先生为公司副总经理。 ...

（文章来源：证券日报） 证券日报网讯 8月21日晚间，广康生化发布2025年半年度报告摘要称，2025年半年度公司实现营业收入 为398，931，436.58元，同比增长25.55%；实现归属于上市公司股东的净利润为29，013，888.44元， 同比增长32.13%。 ...

Core Viewpoint - The company, Guangdong Guokang Biochemical Technology Co., Ltd., aims to continue its foreign exchange derivatives trading to mitigate risks associated with currency fluctuations and enhance financial stability [1][10]. Group 1: Purpose of Foreign Exchange Derivatives Trading - The primary objective of engaging in foreign exchange derivatives trading is to effectively hedge against foreign exchange market risks and prevent adverse impacts from significant currency fluctuations [1]. - The company plans to engage with qualified banks and financial institutions to conduct these transactions [1]. Group 2: Basic Details of the Trading Business - The company intends to utilize its own funds for foreign exchange derivatives trading, with a total limit not exceeding $50 million [2]. - The expected maximum margin and premium for these transactions will not exceed $4 million [2]. - The trading will involve currencies used in the company's overseas operations, primarily the US dollar, and will include various products such as forward foreign exchange settlements, foreign exchange swaps, and options [1][2]. Group 3: Risk Management Measures - The company will adhere to principles of legality, prudence, safety, and effectiveness in its trading activities, avoiding speculative transactions [4][8]. - A clear set of operational norms, approval authorities, and risk management procedures will be established to control trading risks [8]. Group 4: Impact on the Company - The foreign exchange derivatives trading is closely related to the company's operational activities, enhancing its ability to manage foreign exchange risks and reducing financial costs [5][10]. - The trading activities are expected to strengthen the company's financial stability without harming the interests of the company or its shareholders [5][10]. Group 5: Accounting Policies and Procedures - The company will follow relevant accounting standards for financial instruments and hedge accounting to reflect the transactions in its financial statements [9]. Group 6: Approval Process - The board of directors approved the continuation of foreign exchange derivatives trading on August 20, 2025, with the authorization effective from September 23, 2025, for a period of 12 months [9][10]. - The audit committee has confirmed the necessity and compliance of the decision-making process regarding the trading activities [10].

格隆汇8月21日丨广康生化(300804.SZ)公布2025年半年度报告，上半年公司实现营业收入3.99亿元，同 比增长25.55%；归属于上市公司股东的净利润2901.39万元，同比增长32.13%；归属于上市公司股东的 扣除非经常性损益的净利润2748.13万元，同比增长190.00%；基本每股收益0.3921元。 ...

广康生化8月21日公告，公司于2025年8月20日召开第四届董事会第二次会议，审议通过了《关于聘任公 司副总经理的议案》，同意聘任王世银、车林、冯维国为公司副总经理，任期自本次董事会审议通过之 日起至第四届董事会届满之日止。 ...