Lier Chemical (SZ:002258) Xin Lang Cai Jing·2026-01-19 03:24Core Viewpoint - Lier Chemical (SZ002258) experienced a limit-up on January 19, 2026, with a price of 16.38 yuan, marking a 10.01% increase, and a total market capitalization of 13.111 billion yuan [1] Group 1: Company Performance - Lier Chemical reported exceptional performance in 2025, with a net profit growth of 189.07% year-on-year in the third quarter, and an annual net profit forecast growth of 113.62% to 132.19% [2] - The company's operating cash flow increased by 322.30% year-on-year, indicating significant improvement in operational quality and profitability [2] Group 2: Production and Market Demand - The company launched a 20,000 tons/year enzymatic glyphosate project in Hunan, solidifying its position as the largest raw material producer in China [2] - With glyphosate prices remaining low, the cost-effectiveness of products has significantly improved, leading to sustained growth in market demand [2] - Lier Chemical is expected to benefit directly from the increasing demand for glyphosate alternatives, as it continues to expand its market share and receive good orders [2] Group 3: Industry Trends - The recent cessation of glyphosate production and sales by Bayer, a major player in the seed industry, has increased market demand for glyphosate alternatives, positively impacting related stocks [2] - On January 19, there was a noticeable inflow of funds into the pesticide and fertilizer sector, with multiple stocks, including Lier Chemical, hitting their limit-up, indicating a correlated market response [2] Group 4: Technical Analysis - The MACD indicator for Lier Chemical formed a golden cross in early January, and the stock price broke through short-term resistance levels, suggesting a bullish trend [2] - Data from Dongfang Caifu shows a continuous increase in net buying from large orders between January 18 and 19, reflecting strong confidence from major investors in the company [2]