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国光股份:2025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
Zheng Quan Ri Bao Wang· 2026-01-12 13:10
证券日报网1月12日讯,国光股份(002749)在接受调研者提问时表示,2025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。公司的研发工作主要由两个部门承担,一是研发部,主要 工作是产品剂型、配方、工艺流程研发;二是作物调控技术研究院,主要负责应用实验,一方面对研发 部开发的新产品进行验证,另一方面,通过应用试验发现新的应用对象、应用阶段以及在不同环境下的 最佳应用效果。根据公开查询信息,受"一品一证"等农药监管新政策的影响,预计2025年农药行业批准 的新增登记农药产品数量远超2024年、2023年。因此,公司2025年加大产品登记力度与农药行业总体情 况相一致。 ...
安道麦A:公司2024年在全球共取得190张新产品登记证
Zheng Quan Ri Bao Wang· 2026-01-06 11:42
证券日报网讯1月6日,安道麦A(000553)在互动平台回答投资者提问时表示,公司的产品组合包括 300多款原药及1580款复配产品及制剂,公司产品在经销的各个阶段均需要在公司计划销售的各个国家 获取登记证。为积极支撑公司销售的顺利开展,公司在全球八十多个国家和地区拥有本地登记的实力, 2024年在全球共取得190张新产品登记证。"一证同标"政策是针对中国国内农药市场的规范性政策, 2024年公司在国内的销售业务仅占公司全球销售业务的12%。 ...
国光股份董事长何颉:调节剂出海打头阵 把握市场渗透机遇
Zhong Guo Zheng Quan Bao· 2025-08-15 00:31
Core Viewpoint - The company is strategically expanding into overseas markets for plant growth regulators, recognizing significant growth potential despite challenges in domestic markets [1][2][3]. Group 1: Company Strategy - The company signed a "Cultivation Agreement" with related party Yan Yaqi to develop overseas pesticide projects, addressing the high initial investment and uncertainty associated with overseas pesticide business [1]. - The management team has identified a large overseas market, particularly in Southeast Asia, Africa, and Central Asia, where the understanding and usage of growth regulators are still developing [2][3]. - The company aims to combine various agricultural products into comprehensive solutions for sales, leveraging experience gained from domestic markets to replicate success abroad [4]. Group 2: Market Opportunity - The company has observed that the domestic pesticide market is facing growth pressures, with a reported 3.2% increase in revenue but a 3.4% decline in profit for 2024, indicating a challenging environment [2]. - The potential market for plant growth regulators in China could reach 63 billion yuan if penetration rates reach 100%, highlighting significant growth opportunities [3]. - The average annual growth rate for overseas growth regulators is estimated at 7%-8%, indicating a robust market potential [3]. Group 3: Regulatory Environment - The registration process for pesticides in overseas markets can be lengthy and complex, with some regions requiring 2-3 years for completion, while others like Brazil and Argentina may take up to 8 years [4][5]. - Many countries in Asia, Africa, and Latin America have relatively low registration fees, which are increasing, prompting Chinese pesticide companies to intensify their registration efforts abroad [3][4]. Group 4: Risk Management - The company has opted for a cultivation approach to mitigate risks associated with direct overseas operations, where costs and risks are borne by Yan Yaqi [5]. - The company is cautious about overseas acquisitions due to high prices for quality assets, preferring to develop its capabilities gradually [5]. - The company is focusing on hiring international talent to prepare for market entry, ensuring a solid technical foundation before expanding operations [5][6].