【私募调研记录】仙人掌资产调研国光股份

Group 1 - The core point of the news is that Cactus Asset Management has conducted research on Guoguang Co., which includes insights on its dividend plan and market strategies [1] - Guoguang Co. plans to distribute a cash dividend of 4.00 yuan (including tax) for every 10 shares in the first half of 2025, indicating a commitment to shareholder returns over the next three years [1] - The "one certificate, one product" policy effective from January 1, 2026, will require that pesticide products with the same registration certificate number be labeled with the same trademark, enhancing product quality and market order [1] - Guoguang Co. will adjust product prices based on competitive environment, supply-demand relationships, and end-user demand, with more frequent adjustments for competitive products [1] - To mitigate risks in overseas pesticide business, Guoguang Co. has signed a cultivation agreement with related party Yan Yaqi to develop overseas pesticide projects in Asia, Africa, and Latin America [1] Group 2 - Cactus Asset Management was established on April 27, 2015, in the Shanghai Free Trade Zone and is one of the first batch of enterprises registered after the expansion of the zone [2] - The core team of Cactus Asset Management possesses extensive experience in securities investment and aims to prioritize client interests while enhancing professional standards [2]