中旗股份：氯虫苯甲酰胺项目尚未正式投产 提醒投资者谨防热点炒作

Group 1 - The explosion incident at Youdao Chemical has led to a significant increase in the chlorantraniliprole concept sector, with Zhongqi Co., Ltd. experiencing stock price surges of 20% and 8.71% on May 27 and 28, respectively, resulting in a cumulative price deviation exceeding 30% [2] - Zhongqi Co., Ltd. has acknowledged the media reports regarding the explosion and its connection to chlorantraniliprole, stating that while they have project approval for chlorantraniliprole, production has not yet commenced, and the incident's impact on the company is limited [2] - The company emphasized that its operational status remains normal, with no significant changes in the internal or external business environment, and no undisclosed major matters [2] Group 2 - The explosion at Youdao Chemical, a leading producer of chlorantraniliprole, is expected to temporarily affect the supply-demand dynamics of the chlorantraniliprole market [3] - Investors have been actively inquiring about chlorantraniliprole projects and current production capacities from various companies, including Zhongqi Co., Ltd., Lier Chemical, and others [4] - The pesticide industry is currently facing a downturn, with increasing competition and declining product prices, leading to pressure on company performance; Zhongqi Co., Ltd. reported a revenue of 2.422 billion yuan in 2024, a year-on-year increase of 1.35%, but a net profit decline of 93.88% to 11.721 million yuan [4]