贝斯美以高纯二甲戊灵领跑绿色除草剂赛道 抢占“十五五”环保型农药新机遇

Core Insights - The article emphasizes the importance of modernizing agriculture as a key goal in the "14th Five-Year Plan," providing direction for accelerating agricultural modernization, which presents new opportunities for companies like Beishimei (300796) [1] - Beishimei is expected to achieve a net profit attributable to shareholders of 23.68 million to 34.06 million yuan in 2025, representing a significant year-on-year increase of 172.05% to 203.64%, indicating a turnaround from losses [1] - The company focuses on environmentally friendly, efficient, and low-toxicity pesticides, particularly the herbicide Dimethenamid-P, and has established a complete production and R&D chain for this product [1] Company Strategy - In 2025, Beishimei aims to navigate a complex market environment by adhering to its core principles of innovation, safety, and regulatory compliance, while actively pursuing strategic initiatives to enhance product structure and operational efficiency [2] - The company is implementing a "strong chain, extended chain" strategy to optimize its product offerings and has made significant progress in new product development and international trade channels, leading to a positive turnaround in net profit [2] - Beishimei is committed to digital and intelligent upgrades across its operations to improve efficiency and ensure sustainable long-term growth [2] Industry Context - The global demand for pesticides remains resilient, with high-efficiency and low-toxicity products becoming mainstream, while domestic policies are driving industry consolidation and creating opportunities for import substitution in high-efficiency pesticides and carbon five new materials [3] - Beishimei possesses a full industry chain advantage in the pesticide sector, ensuring high-quality Dimethenamid-P production with a purity of ≥98% and low nitrosamine levels, which has been validated by EU assessments [3] - The company has a strong patent portfolio with 62 patents covering key processes in pesticides and carbon five materials, focusing on high-end product development and expanding its export reach to 79 countries [3]