Lier Chemical (SZ:002258) Xin Lang Cai Jing·2025-10-17 01:21Core Viewpoint - Lier Chemical experienced a decline of 2.87% in stock price on October 16, with a trading volume of 137 million yuan, indicating a potential shift in investor sentiment and market dynamics [1]. Financing and Margin Trading - On October 16, Lier Chemical had a financing purchase amount of 20.07 million yuan and a financing repayment of 17.54 million yuan, resulting in a net financing purchase of 2.53 million yuan. The total margin trading balance reached 274 million yuan [1]. - The current financing balance of 272 million yuan accounts for 2.79% of the circulating market value, which is below the 10% percentile level over the past year, indicating a low financing level [1]. - In terms of securities lending, Lier Chemical repaid 900 shares and sold 700 shares on October 16, with a selling amount of 8,533 yuan. The securities lending balance is 1.48 million yuan, also below the 40% percentile level over the past year, suggesting a low level of short selling activity [1]. Company Overview - Lier Chemical, established on July 26, 2000, and listed on July 8, 2008, is located in Chengdu, Sichuan Province. The company specializes in the research, production, and sales of efficient, low-toxicity, and low-residue pesticides, including chlorinated pyridine, organophosphorus, sulfonylurea, and substituted urea [1]. - The revenue composition of Lier Chemical includes: 61.17% from pesticide raw materials, 21.31% from pesticide formulations, 9.09% from pesticide intermediates, 4.29% from agrochemical product circulation, 3.45% from chemical materials, 0.56% from environmental disposal, and 0.14% from other sources [1]. Shareholder and Financial Performance - As of August 31, Lier Chemical had 46,700 shareholders, a decrease of 12.76% from the previous period, while the average circulating shares per person increased by 14.63% to 17,119 shares [2]. - For the first half of 2025, Lier Chemical reported a revenue of 4.507 billion yuan, a year-on-year increase of 35.36%, and a net profit attributable to shareholders of 271 million yuan, reflecting a significant year-on-year growth of 191.21% [2]. Dividend Distribution and Institutional Holdings - Since its A-share listing, Lier Chemical has distributed a total of 1.496 billion yuan in dividends, with 720 million yuan distributed over the past three years [3]. - As of June 30, 2025, among the top ten circulating shareholders, the XINGQUAN HAIYUAN Two-Year Holding Mixed A Fund ranks as the fourth largest shareholder with 12.96 million shares, while the Hong Kong Central Clearing Limited holds 7.4265 million shares, a decrease of 520,500 shares from the previous period [3].