证券代码：002749 证券简称：国光股份 公告编号：2025-080号 四川国光农化股份有限公司 关于取得发明专利证书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 近日，四川国光农化股份有限公司（以下简称"公司"）收到国家知识产权局 颁发的专利权人为本公司的《发明专利证书》，具体情况如下： | | 专利号 | | 专利名称 | | 申请日期 | | | 专利 期限 | 证书号 | 授权公告号 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | ZL2024 | 1 | 1252264.6 | 一种保花保果的农药 组合物、制剂及其应用 | 2024 | 年9 | 月6 | 日 | 20 年 | 第8474163号 | CN119111558 | B | 该发明将植物生长调节剂对氯苯氧乙酸钠和糠氨基嘌呤进行复配，制备得到的 农药组合物能够提高植物的保花保果效果，提高亩产量并保证果品品质，无药害， 适应性广。 上述专利的取得有效地保护了发明创造成果 ...

Core Viewpoint - Guoguang Agricultural Chemical Co., Ltd. (Guoguang) is celebrating its 10th anniversary of being listed and has demonstrated continuous growth by focusing on its core business in the agricultural chemical industry, particularly in plant growth regulators [1][2]. Group 1: Multi-Brand Strategy - Guoguang has developed a multi-brand strategy to meet diverse market demands, acquiring several companies to enhance its product offerings in plant growth regulators [2][3]. - The company operates five brands: "Guoguang" for core crops, "Shuangfeng" for specific economic crops, "Haozhida" for major field crops, "Guoguang Garden" for landscaping plants, and "Heibi Quanfeng" for specialty crops, each with clear application positioning [3]. Group 2: Production Capacity and Automation - Guoguang's production capacity is set to reach 110,900 tons for pesticide formulations and 66,000 tons for water-soluble fertilizers, maintaining a leading position in the plant growth regulator industry [5][6]. - The company has implemented automated production lines to enhance efficiency and ensure quality control, including a unique QR code system for traceability [4][5]. Group 3: Technological Innovation - Guoguang has invested in R&D, launching a new targeted product called "Xianpu," which has received market recognition and is backed by multiple patents [7][8]. - The company has established a Crop Regulation Technology Research Institute to focus on the application of plant growth regulators, ensuring rigorous testing before market release [9]. Group 4: New Business Model - Guoguang has introduced a "full-process solution" business model that integrates technology, services, and products, aiming to enhance crop quality and yield while increasing farmers' income [10]. - The company is also pursuing international expansion, with a vision to become a leading global enterprise in the plant growth regulator sector [11].

12月16日-18日，2025HOTELEX深圳国际酒店及餐饮业博览会在深圳国际会展中心(宝安)隆重举办，展 会汇聚2500+优质展商，吸引150000+专业观众，并聚焦数字化运营、餐饮创新、供应链升级等前沿议 题。 制与数字化配方管理系统，对糖度、茶汤、果汁、乳制品等每一份原料进行严格的精准计量与调配，告 别人工误差，实现口味的高度一致。 据介绍，安吉尔全自动智能奶茶机适用于追求快速复制与严格标准化的连锁品牌，能显著降低跨区域门 店的管理复杂度与培训成本。其不仅提升了前端效率，更通过智能运维和灵活设计，为连锁品牌的规模 化扩张提供了数字化动力 。 该设备采用了模块化设计，各功能单元独立且易于拆装，这一设计不仅支持快速维护与未来升级，更能 灵活适配门店现有冰箱设备，有效帮助客户控制投入成本。同时，设备具备智能自清洁程序，可一键启 动对茶仓、奶仓、管路等核心部件进行深度清洗与消毒，极大减轻了日常保养负担，保障了食品安全与 设备的长期稳定运行。 安吉尔商用携智能全自动奶茶机、咖啡专用净水器等多款创新产品亮相展会，向全球餐饮专业人士展示 专业的餐饮净水解决方案。 安吉尔智能全自动奶茶机惊艳亮相，聚焦展会核心目光 展 ...

Core Viewpoint - The slow-release compound fertilizer industry is experiencing significant growth driven by government policies promoting efficient and environmentally friendly fertilizers, with a projected market size of 312.7 billion yuan in China by 2024, and a compound annual growth rate (CAGR) of over 5% expected for production by 2025 [1][10]. Group 1: Industry Overview - Slow-release compound fertilizers utilize physical, chemical, or biological technologies to precisely control nutrient release, matching crop needs and improving nutrient utilization rates by 30%-50% [1][2]. - The industry is transitioning from economic crops to field crops, with the market for slow-release fertilizers expected to expand significantly due to their comprehensive advantages [1][10]. - The Chinese fertilizer market is projected to reach 312.7 billion yuan in 2024, with compound fertilizers accounting for nearly 50% of the application volume, solidifying their role as a market core [1][10]. Group 2: Policy Environment - The Chinese government has implemented multiple policies to encourage the development of efficient and environmentally friendly fertilizers, positioning slow-release compound fertilizers as a key component in promoting agricultural green development [1][6]. - Key policy documents include the "Action Plan for Reducing Chemical Fertilizer Use by 2025" and the "Guidelines for Promoting Agricultural Modernization," which collectively support the growth of the slow-release fertilizer sector [1][6]. Group 3: Industry Chain - The industry chain consists of upstream suppliers of nitrogen, phosphorus, potassium fertilizers, and coating materials, with midstream production focused on slow-release fertilizer manufacturers utilizing various technologies [1][8]. - The downstream application primarily serves agriculture, with nearly half of the demand coming from economic crops, while non-agricultural sectors like landscaping are also emerging [1][8]. Group 4: Competitive Landscape - The industry is characterized by a competitive landscape dominated by leading companies such as Kingenta, Stanley, and Ba Tian, which leverage technology and scale to establish market barriers [1][11]. - These leading firms are innovating in areas such as biodegradable coating technology and specialized fertilizers tailored to crop growth stages, enhancing their competitive edge [1][11]. Group 5: Future Trends - The slow-release compound fertilizer industry is expected to evolve towards precision technology, market structure optimization, and global collaboration, focusing on biodegradable materials and smart technology integration [1][12]. - The dual drive of policy and market demand will continue to shape the industry, leading to increased concentration and a shift towards specialized and functional products [1][14]. - Companies are likely to expand their applications beyond traditional agriculture into areas like ecological restoration, enhancing growth opportunities [1][15].

Core Insights - Water-soluble fertilizers are identified as a new type of efficient fertilizer that aligns with the needs of modern agriculture, emphasizing "convertibility" and "functional orientation" [1] - The Chinese market for water-soluble fertilizers is experiencing rapid growth, driven by policy support, expansion of facility agriculture, and increased demand for economic crops [1][9] - The industry is expected to focus on product functionality and precision in application scenarios, promoting integrated development of "products + services" [1][13] Industry Overview - Water-soluble fertilizers (WSF) are multi-nutrient fertilizers that completely dissolve in water, allowing for direct application through various irrigation systems [2] - The market has evolved from a focus on large element fertilizers to a diversified system that includes medium and trace elements, functional fertilizers, and organic water-soluble fertilizers [9] Market Growth - The market size of water-soluble fertilizers in China grew from 41.27 billion yuan in 2020 to 73.29 billion yuan in 2024, with a compound annual growth rate (CAGR) of 15.4% [9] - By 2025, the market size is projected to exceed 86 billion yuan, indicating sustained high growth [9] Product Structure - The product structure has shifted from primarily large element fertilizers to a diverse range that includes functional products like amino acid water-soluble fertilizers, which are expected to increase their market share from 25% to 35% by 2025 [9][11] - Amino acid water-soluble fertilizers are projected to reach a market size of over 30 billion yuan by 2025, driven by demand in high-value crops [11] Competitive Landscape - The industry is characterized by leading domestic companies like Kingenta, Xinlongfeng, and Yuntianhua, which hold approximately 65% of the market share [12] - International companies occupy about 20% of the high-end market, leveraging advanced technology and forming strategic partnerships with local firms [12] Development Trends - The industry is moving towards product functionality and precision application, with a focus on developing specialized formulations for different crops and soil types [13][14] - The business model is evolving from product sales to integrated services, including soil testing and tailored fertilization solutions [15] - Regulatory frameworks are tightening, promoting high-quality and environmentally friendly fertilizer production, which will drive the exit of outdated capacities and enhance industry standards [16]

Group 1 - The core viewpoint of the article highlights that Guoguang Co., Ltd. is actively promoting a comprehensive crop management solution through a collaborative approach involving technical marketing personnel, distributors, and retailers [2] - The company employs a "field service + online real-time service" model to connect with farmers, ensuring timely assistance in addressing crop management issues [2] - This dual collaboration strategy aims to enhance the efficiency of crop management and improve the overall support provided to farmers [2]

Core Viewpoint - Guoguang Co., Ltd. is facing significant challenges in its overseas pesticide business due to complex registration systems, varying requirements across countries, and systemic entry barriers, which lead to high investment risks and uncertainties [2] Group 1: Challenges in Overseas Business - The overseas pesticide business encounters complex and lengthy registration processes in certain countries or regions [2] - There are substantial differences in requirements across different countries or regions, contributing to operational difficulties [2] - Systemic entry barriers or hidden barriers exist in some countries, increasing the risk profile of overseas investments [2] Group 2: Strategic Response - To mitigate risks and seize commercial opportunities, the company has signed a "Cultivation Agreement" with related party Yan Yaqi, which will be effective after approval by the company's shareholders [2] - Yan Yaqi will be entrusted to cultivate overseas pesticide projects in target markets across Asia, Africa, and Latin America based on market principles [2] - This strategy aims to avoid potential competition with related parties and protect the interests of all shareholders, especially minority shareholders [2]

证券日报网12月17日讯国光股份在12月16日回答调研者提问时表示，公司的研发活动系应用研发。今年 前三季度研发费用增加，主要是因为公司加大了新产品登记力度。 （文章来源：证券日报） ...

证券日报网12月17日讯国光股份在12月16日回答调研者提问时表示，公司技术服务模式对终端推广人员 的需求较大。近年来公司加大了技术服务人员和技术营销人员的配置。2025年公司招聘应届大学毕业生 300余名，其中绝大部分在农林院校接受过系统、专业的学习。截至目前，公司技术营销及技术服务团 队的整体规模已突破千人。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网12月17日讯国光股份在12月16日回答调研者提问时表示，公司采取渠道销售模式，即"公司 —经销商—零售商—客户"四主体三环节的销售模式，经销商网络下沉到县乡一级，最终消费群体主要 为种植户、园林绿化养护单位等。公司对经销商的销售主要采取的是先款后货的结算方式，通过技术服 务的方式，指导种植者科学合理用药，帮助种植者提高种植水平、提质增产。 ...