Financial Performance - The company's revenue for Q1 2025 reached ¥1,032,507,477.20, representing an 18.50% increase compared to ¥871,289,579.19 in the same period last year[5]. - Net profit attributable to shareholders was ¥78,531,353.80, a significant increase of 50.94% from ¥52,029,058.53 year-on-year[5]. - The net profit after deducting non-recurring gains and losses was ¥75,447,293.68, up 59.79% from ¥47,215,195.37 in the previous year[5]. - Total operating revenue for the current period reached ¥1,032,507,477.20, an increase of 18.5% compared to ¥871,289,579.19 in the previous period[19]. - Net profit for the current period reached ¥110,869,847.07, a significant increase from ¥50,928,357.53 in the previous period, representing a growth of approximately 117.5%[20]. - Operating profit rose to ¥132,686,367.57, compared to ¥56,440,530.14 in the prior period, marking an increase of about 134%[20]. - Basic and diluted earnings per share both improved to ¥0.19, up from ¥0.13 in the previous period, reflecting a growth of 46.2%[21]. - Total comprehensive income for the current period was ¥114,131,053.10, compared to ¥52,355,311.99 in the previous period, indicating an increase of approximately 117.5%[20]. - The company reported a total revenue from sales of goods and services amounting to ¥892,332,685.71, compared to ¥637,666,675.04 in the previous period, an increase of approximately 40%[21]. Assets and Liabilities - The company's total assets increased by 4.46% to ¥5,837,702,882.91 from ¥5,588,250,011.74 at the end of the previous year[5]. - Total assets reached ¥5,837,702,882.91, compared to ¥5,588,250,011.74, marking an increase of 4.5%[16]. - Total liabilities increased to ¥2,263,342,555.77 from ¥2,124,759,531.67, reflecting a rise of 6.5%[16]. - The company's retained earnings grew to ¥2,233,570,402.87, up from ¥2,155,039,049.07, an increase of 3.6%[17]. - Non-current assets totaled ¥3,381,517,436.55, slightly up from ¥3,352,186,770.72, indicating a growth of 0.9%[16]. Cash Flow - Cash flow from operating activities showed a slight decline, with a net outflow of ¥69,996,865.00 compared to ¥68,992,328.51 in the same period last year, a change of -1.46%[5]. - Cash and cash equivalents decreased to ¥455,209,925.97 from ¥503,804,287.23, a decline of 9.6%[15]. - Cash and cash equivalents at the end of the period totaled ¥453,172,051.04, up from ¥297,631,491.35 at the end of the previous period, representing a growth of about 52.3%[22]. - Investment activities resulted in a net cash outflow of ¥167,032,489.81, slightly improved from the previous period's outflow of ¥170,371,057.70[22]. - Financing activities generated a net cash inflow of ¥188,737,875.06, compared to ¥129,038,181.57 in the previous period, reflecting an increase of about 46.3%[22]. Operational Metrics - The company's cash flow from financing activities showed a 46.27% increase, totaling ¥188,737,875.06 compared to ¥129,038,181.57 in the previous year[10]. - Sales expenses surged by 104.26% to ¥31,192,020.35, primarily due to increased salaries and promotional costs[10]. - Inventory levels rose significantly by 34.79% to ¥711,325,981.71, driven by strong demand and increased stocking[10]. - Accounts receivable increased to ¥1,063,273,484.55, up 6.4% from ¥999,756,907.83[15]. - Total operating costs amounted to ¥900,080,013.45, up from ¥809,495,999.93, reflecting a growth of 11.3%[19]. - The weighted average return on equity improved to 2.56%, up from 1.87% in the same period last year[5]. - The company has maintained a stable operational status with increased market sales contributing to revenue and profit growth[9].

资金流向方面，今日该股主力资金净流入6596.93万元，其中，特大单净流入5232.58万元，大单资金净 流入1364.35万元。近5日主力资金净流出2341.42万元。（数据宝） 泰禾股份4月22日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 东莞证券股份有限公司四川分公司 | 1517.77 | 35.01 | | 买二 | 机构专用 | 1180.82 | 462.23 | | 买三 | 机构专用 | 1097.89 | 132.27 | | 买四 | 东莞证券股份有限公司常熟东南大道证券营业部 | 978.42 | 0.00 | | 买五 | 机构专用 | 819.10 | 386.32 | | 卖一 | 华泰证券股份有限公司北京东三环北路证券营业部 | 181.74 | 1275.57 | | 卖二 | 东方财富证券股份有限公司拉萨团结路第一证券营业 | 430.49 | 640.79 | | | 部 | | | | 卖三 | 东方财富证券股份有限公司拉萨团结路第二证券营业 | 403 ...

| 301479 | 弘景光电 | 117.50 | 27.56 | 8.29 | | --- | --- | --- | --- | --- | | 002583 | 海能达 | 13.11 | 27.56 | 1.31 | | 300773 | 拉卡拉 | 25.55 | 27.21 | 20.01 | | 001356 | 富岭股份 | 15.07 | 27.09 | -5.81 | | 001382 | 新亚电缆 | 23.17 | 26.93 | 0.52 | | 835892 | 中科美菱 | 21.05 | 26.78 | 4.47 | | 600644 | 乐山电力 | 12.94 | 26.54 | 10.03 | | 920106 | 林泰新材 | 136.00 | 26.47 | 10.92 | | 603110 | 东方材料 | 19.10 | 26.46 | 1.60 | | 301629 | 矽电股份 | 175.18 | 26.20 | 1.85 | | 300605 | 恒锋信息 | 16.11 | 26.19 | -6.99 | | 300892 | 品渥食品 | 40.70 ...

泰禾股份成立于2004年，专注于农药产品及功能化学品的研发、生产和销售，出口地区覆盖南美、北美、东南亚、欧洲等全球多个主要市场区域。公司百菌 清、嘧菌酯、2,4-D等三大核心产品处于行业领导地位，生产规模及综合技术位居行业领先水平。 泰禾股份在江苏、江西建立了全球领先的生产基地，构建了农药与功能化学品协同发展的产品体系。泰禾拥有专业的技术团队，在氨氧化、氯化、加氢、氟 化等领域拥有深厚积累，目前已承担4项国家"十二五"科技支撑计划、1项"十三五"国家重点研发计划等。 泰禾股份（股票代码：301665.SZ） 4月11日，南通泰禾化工股份有限公司（股票简称：泰禾股份，股票代码：301665）正式在深交所创业板上市。以植保化学品和功能化学品为主营业务的泰 禾股份，迎来了发展历程中的重要里程碑。 「泰若磐石，禾立世界」作为行业标杆，泰禾以稳健之姿扎根沃土，以创新之志破浪全球！ 百思特咨询公司董事长张正华受邀出席泰禾上市答谢晚宴，并于上市当日亲临敲钟现场，共同见证这一荣耀时刻。这不仅是泰禾股份发展历程的高光时刻， 更是双方合作成果的有力见证。 百思特作为泰禾股份的战略合作伙伴，自双方开展管理变革项目合作以来，紧密协作 ...

Core Points - C Taihe (301665) experienced a significant increase of 289.97% on its first trading day, with a turnover rate of 82.87% and a transaction volume of 1.22 billion yuan [1] - The stock attracted a net inflow of 260 million yuan from major funds on its debut, with large orders contributing 94.77 million yuan and 165 million yuan respectively [2] - The financing buy-in amount on the first day was 32.69 million yuan, accounting for 2.68% of the total trading volume, while the latest financing balance stood at 29.46 million yuan, representing 2.05% of the circulating market value [1][2] Company Overview - The company primarily engages in the research, production, and sales of pesticide products and functional chemicals [2] - On the first trading day, the top five trading departments on the leaderboard had a combined transaction volume of 126 million yuan, with a net buying amount of 59.33 million yuan [2] Financing and Margin Trading - The first-day financing balance for C Taihe was 29.46 million yuan, which is 2.05% of its circulating market value, while there was no margin trading balance reported [1][2] - Recent new stocks have shown varying first-day financing balances and price changes, indicating a trend in investor interest and market dynamics [2][3]

Core Insights - Taihe Chemical Co., Ltd. officially listed on the Shenzhen Stock Exchange's ChiNext board on April 11, with an initial offering price of 10.27 CNY per share, closing at 40.05 CNY, marking a 289.97% increase [1] - The company specializes in the research, production, and sales of pesticide products and functional chemicals, holding a leading position in key products such as Bacillus thuringiensis, Pyraclostrobin, and 2,4-D, with Bacillus thuringiensis accounting for over 50% of global production capacity [1][2] - The sales volume of the three core products for the first half of 2024 saw significant year-on-year increases of approximately 42% for 2,4-D, 131% for Bacillus thuringiensis, and 44% for Pyraclostrobin, with the sales rates for Bacillus thuringiensis and Pyraclostrobin exceeding 90% for three consecutive years [1] Financial Performance - The company has demonstrated strong revenue growth from 2021 to 2024, with reported revenues of 3.579 billion CNY in 2021, 5.099 billion CNY in 2022, 3.868 billion CNY in 2023, and an audited revenue of 4.214 billion CNY in 2024 [2] - The expansion into functional chemicals, including high-value products like tetrachloropropene, has broadened the company's application range and facilitated cross-industry breakthroughs [2]

中国经济网北京4月11日讯今日，南通泰禾化工股份有限公司(股票简称：泰禾股份（301665），股票代码：301665.SZ)在深 交所创业板上市。该股开盘报45.00元，截至收盘报40.05元，涨幅289.97%，成交额12.21亿元，振幅55.89%，换手率 82.87%，总市值180.22亿元。 泰禾股份主要从事农药产品以及功能化学品的研发、生产和销售。公司在百菌清、嘧菌酯、2,4-D等三大核心产品上拥有行 业领导地位，生产规模及综合技术方面居于行业领先水平。 公司控股股东为泰禾集团有限公司，公司的实际控制人为田晓宏。本次发行前，控股股东泰禾集团持有公司85.39%股权， 田晓宏间接持有泰禾集团100%的股权。 泰禾股份本次公开发行股票数量为4,500.0000万股，占发行后总股本的比例为10.00%，本次发行股份均为新股，公司股东不 进行公开发售股份，发行价格为10.27元/股。泰禾股份本次的保荐人(主承销商)为光大证券股份有限公司，保荐代表人杜攀 明、刘铁波。 泰禾股份本次发行募集资金总额为46,215.00万元，扣除发行费用后的实际募集资金净额为38,977.28万元。泰禾股份4月7日 披露的招股书 ...

2025年4月11日，创新型农化优质企业南通泰禾化工股份有限公司（证券简称"泰禾股份"，证券代 码"301665"）在深圳证券交易所创业板挂牌，完成A股首次公开发行股票。 泰禾股份表示，本次发行上市后，公司将利用资本市场平台优势，进一步完善产业链、丰富产品组合、加强 创制产品的持续研发，以提升整体市场竞争优势。同时，公司将以上市为契机，扩大品牌影响力和知名度， 推动主营业务的高质量发展和规范运作。 多方面处于行业先进水平 粮食是人类赖以生存的基础物资，粮食问题始终伴随着人类社会的发展。根据联合国《世界人口展望：2019 年修订》的数据及预测，全球人口预计将在2030年达到85亿，2050年达到97亿，2100年达到109亿。与此同 时，近年来，全球可耕地面积却一直维持在14亿公顷左右，未来全球人口不断增加与可耕地面积有限的矛盾 将日益激化。 为满足不断增长的粮食需求，使用农药提升单位面积的产量，成为满足粮食需求的重要解决途径，使得农药 需求伴随农业的发展持续增长。同时，农作物种植结构的变化也促进了农药需求的增长。 文/李彬 公开资料显示，泰禾股份成立于2004年4月，主要从事农药产品以及功能化学品的研发、生产 ...

Group 1 - Nantong Taihe Chemical Co., Ltd. officially listed on the ChiNext board on April 11, raising 462 million yuan by issuing 45 million shares at a price of 10.27 yuan per share, marking the first listing in Nantong for 2025 [1] - Taihe is a leading player in the domestic pesticide industry, focusing on the research and production of three core products: Bacillus thuringiensis, pyraclostrobin, and 2,4-D, with a globally leading production base established in the Youkou Chemical Industrial Park [1] - The company has maintained a production capacity utilization rate exceeding 100% for three consecutive years for its three core products, with a market presence in multiple countries and regions, establishing long-term strategic partnerships with multinational companies such as Syngenta, Dow, and UPL [1] Group 2 - Taihe has developed a product matrix covering 229 overseas self-registration certificates, with its self-created product, cyhalofop-butyl, receiving a special export pesticide registration certificate from the Ministry of Agriculture and Rural Affairs in July 2024, enabling the company to expand its business scope and industry position [2] - The company holds a total of 363 patents, including 73 overseas invention patents and 148 domestic invention patents, with R&D investment consistently above 3%, forming an innovation system centered on ammonia oxidation, chlorination, and hydrogenation reaction technologies [2] - The listing of Taihe has increased the total number of listed companies in Nantong to over 59, creating a "double 59" pattern with the number of companies listed on the New Third Board, reflecting Nantong's proactive approach to capital market reforms and innovation-driven development [2]

Core Insights - The agricultural chemical industry is undergoing a significant transformation from "quantity" to "quality" driven by global food security demands and modernization processes [2] - Taihe Co., Ltd. is positioned as a leader in the domestic market and is showcasing China's manufacturing capabilities on the international stage [2] - The company is transitioning from imitation to innovation, emphasizing its strategic management and operational execution to build a competitive moat [2] Industry Overview - The global agricultural pesticide market reached $74.8 billion in 2023, with a compound annual growth rate (CAGR) of 5.74% over the past five years [9] - The demand for pesticides is driven by global population growth and limited arable land, with herbicides, fungicides, and insecticides accounting for 47.2%, 24.96%, and 24.97% of the market, respectively [9] - The Asia-Pacific region and Latin America are the largest markets for pesticides, with sales of $25.08 billion and $22.07 billion in 2022, respectively [9] Company Positioning - Taihe Co., Ltd. focuses on the research, production, and sales of pesticide products and functional chemicals, with a strong emphasis on meeting international market demands since its establishment in 2004 [4] - The company has achieved significant revenue from its core products, with fungicides generating ¥1.187 billion (31.07% of total revenue) and herbicides generating ¥1.879 billion (49.18% of total revenue) in 2023 [4] - Taihe Co., Ltd. has established a robust research and development (R&D) system, with 363 patents (73 overseas) and participation in national key research plans [6] Technological Advancements - The company has developed a systematic technological advantage in key synthesis techniques, significantly reducing production costs and enhancing environmental performance [6][7] - Taihe Co., Ltd. has established long-term partnerships with international agricultural giants, ranking 6th in domestic pesticide exports in 2023 [8] - The company has expanded its product offerings in functional chemicals, increasing their share from 4.07% in 2021 to 14.07% in the first half of 2024 [5] Strategic Development - Taihe Co., Ltd. is transitioning from imitation to innovation by establishing a dedicated team for new pesticide creation and investing in the development of new compounds [11][12] - The company has successfully navigated the entire product development process, leading to the successful registration of new products, including the self-created compound that received export registration in July 2024 [13] - The company aims to leverage its technological capabilities and market insights to capture opportunities in high-potential overseas markets [9][10]