设立"滨州企业日"，连续七年举办企业家大会，实施"成就企业家梦想行动"……一系列创新举措背后，是滨州将民营经济纳入全市发展战略的深远考量。 2025年上半年，滨州交出一份亮眼的"经济答卷"：全市生产总值1695.54亿元，同比增长6.1%。其中，规模以上工业增加值同比增长7.4%，私营企业增长 12.4%。 扎根滨州 黄河之畔，渤海之滨，山东滨州——这座致力为企业家圆梦的城市，正以系统思维和创新服务，回应中共中央办公厅、国务院办公厅印发的《提振消费专项 行动方案》中"持续优化营商环境"的国家部署，推动民营经济与城市发展共生共荣。 在滨州，企业家不仅是市场经济的重要主体，更是这座城市的"英雄"。 "我们能明显感受到被尊重、被支持、被需要的温暖。"滨州中裕食品有限公司总经理张志军如是说。在第七届滨州市企业家大会暨"滨企创世界"工作推进会 上，他再度荣获优秀企业家"金狮奖"，这也是他连续第七次获此殊荣。"这份荣誉于我而言，是鼓励与鞭策，更是责任与使命。"张志军感慨道。 企业家是城市发展的"活力源"。近年来，滨州通过造氛围、强培育、优服务，让企业家安心创业、放心发展。连续七年召开企业家大会，累计表彰852名优 秀企业 ...

该批复同意利民化学在现有厂区内，建设新型高效多功能植保原药技改项目，项目建成后将形成年产 100吨氟吡菌酰胺原药产品生产能力。并且落实批复中提出的各项环保要求，确保污染物达标排放，严 格执行配套建设的环境保护设施与主体工程同时设计、同时施工、同时投产使用的环境保护"三同时"制 度。 利民股份(002734.SZ)公告，公司全资子公司利民化学有限责任公司(简称"利民化学")于近日收到江苏省 生态环境厅下发的《关于利民化学有限责任公司年产100吨新型高效多功能植保原药技改项目环境影响 报告书的批复》。 ...

该批复同意利民化学在现有厂区内，建设新型高效多功能植保原药技改项目，项目建成后将形成年产 100吨氟吡菌酰胺原药产品生产能力。并且落实批复中提出的各项环保要求，确保污染物达标排放，严 格执行配套建设的环境保护设施与主体工程同时设计、同时施工、同时投产使用的环境保护"三同时"制 度。 智通财经APP讯，利民股份(002734.SZ)公告，公司全资子公司利民化学有限责任公司(简称"利民化学") 于近日收到江苏省生态环境厅下发的《关于利民化学有限责任公司年产100吨新型高效多功能植保原药 技改项目环境影响报告书的批复》。 ...

证券代码： 301665 证券简称：泰禾股份 泰禾股份投资者关系活动记录表 编号：2025-008 | ☑ | 特定对象调研 □ 分析师会议 | | --- | --- | | □ | 媒体采访 □ 业绩说明会 | | 投资者关系活动 □ | 新闻发布会 路演活动 □ | | 类别 □ | 现场参观 | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 景顺长城基金 邓敬东、李训练，陈莹，陈渤阳、范顺鑫 | | 人员姓名 | | | 时间 | 2025 年 11 月 19 日 | | 地点 | 线上会议（腾讯视频会议） | | 上市公司接待人 1. | 董事、副总经理、董事会秘书 亓轶群 | | 员姓名 2. | 投资者关系 张瑾 | | | 本次活动主要交流内容如下： | | 1. | 三季度业绩核心驱动因素 | | | 公司百菌清、2,4-D、嘧菌酯等核心产品市场供需持续紧张。 | | | 其中，百菌清三季度价格处于阶段性高位；同时，4E 等产品出货 | | | 量集中于三季度，叠加订单交付节奏影响，带动产品销售量与利 | | 投资者关系活动 | 润同步提升。 | | 主要内容介绍 ...

多年攻坚下，他攻克11步反应的复杂合成路线难题，研发的除草剂、杀虫剂、杀菌剂等 农药品类，被完整保存在办公室电脑里。通过与山东、江苏、湖北等地企业深度合作，他成 功将国外优质农药的生产工艺本土化，推动多项技术实现产业化，打破了大众对农药"高毒 低效"的固有偏见。 从阳离子光引发剂到低毒高效农药，从3000元小项目到3000万大业绩，从实验室到生产 线，刘安昌用二十年坚守践行着科研工作者的使命。如今，已届花甲的他仍奋战在科研一 线，谈及未来，他表示团队将持续迭代技术成果，让更多实验室里的创新突破，成为赋能地 方经济发展的坚实力量。 编辑：熊展平 这份"让科研落地"的初心，早在2000年就已扎根。彼时还在华中科技大学读博的刘安 昌，一篇科研论文被苏州一家农药企业关注，随后促成了一笔3000元的小型合作。"看着自 己的研究能造福社会，那种成就感无可替代。"正是这次经历，让他坚定了"科研要对接市场 需求"的方向。 科研之路从非一帆风顺，却总有诚意与坚持照亮前路。2008年冬天，刘安昌与温州一家 企业负责人约定洽谈合作，突遇大雪导致火车停运，对方竟辗转乘船赶往他的江西老家赴 约。这份赤诚让刘安昌深受触动，也让他在农药领 ...

Core Points - On November 18, Lanfeng Biochemical experienced a decline of 5.18%, trading at 8.78 CNY per share, with a transaction volume of 521 million CNY and a turnover rate of 21.20%, resulting in a total market capitalization of 3.122 billion CNY [1] Company Overview - Jiangsu Lanfeng Biochemical Co., Ltd. is located at No. 2 Ningxia Road, Xinyi Economic Development Zone, Jiangsu, and was established on October 11, 1990, with its listing date on December 3, 2010 [1] - The company's main business includes the production and sales of pesticide active ingredients and formulations, as well as fine chemical intermediates and pharmaceutical manufacturing [1] - The revenue composition of the main business is as follows: battery cells 43.84%, modules 31.70%, pesticide active ingredients and formulations 17.20%, sulfuric acid 4.09%, other photovoltaic businesses 1.85%, and other agricultural chemical products 1.32% [1] Fund Holdings - From the perspective of the top ten holdings of funds, one fund under Guotai Fund has a significant position in Lanfeng Biochemical. Guotai Juzi Quantitative Stock Selection Mixed Fund A (023386) held 8,400 shares in the third quarter, accounting for 0.87% of the fund's net value, making it the largest holding [2] - The estimated floating loss for the fund today is approximately 4,032 CNY [2] - Guotai Juzi Quantitative Stock Selection Mixed Fund A was established on September 2, 2025, with a latest scale of 9.0448 million CNY and a cumulative return of 10.9% since inception [2] - The fund manager, Wu Kefa, has been in position for 2 years and 166 days, with the total asset scale of 2.092 billion CNY, achieving the best fund return of 63.35% and the worst return of -17.64% during his tenure [2]

Group 1 - The core point of the news is that Jiangsu Lanfeng Bio-chemical Co., Ltd. has seen a stock price increase of 5.41%, reaching 9.74 CNY per share, with a trading volume of 423 million CNY and a turnover rate of 17.31%, resulting in a total market capitalization of 3.463 billion CNY [1] - The company, established on October 11, 1990, and listed on December 3, 2010, specializes in the production and sales of various agrochemical products, including fungicides, insecticides, herbicides, and fine chemical intermediates, as well as pharmaceutical manufacturing [1] - The revenue composition of the company's main business includes: battery cells 43.84%, modules 31.70%, pesticide raw materials and formulations 17.20%, sulfuric acid 4.09%, other photovoltaic businesses 1.85%, and other agricultural chemical products 1.32% [1] Group 2 - From the perspective of fund holdings, Lanfeng Bio-chemical is a significant investment for the Huiquan Qiyuan Future Mixed Fund A (014827), which held 7,400 shares, accounting for 0.54% of the fund's net value, ranking as the eighth largest holding [2] - The Huiquan Qiyuan Future Mixed Fund A, established on September 5, 2023, has a latest scale of 12.9989 million CNY, with a year-to-date return of 45.33%, ranking 1469 out of 8140 in its category, and a one-year return of 41.9%, ranking 1049 out of 8056 [2] - The fund manager, Shen Xin, has been in position for 1 year and 241 days, with the fund's total asset size at 976 million CNY, achieving a best return of 51.13% and a worst return of 0.31% during the tenure [3]

Summary of the Pyrethroid Industry Conference Call Industry Overview - The pyrethroid industry is experiencing significant price fluctuations due to rising raw material costs, particularly for benzyl triphosphate, which has increased from 37,000-37,500 CNY/ton to 53,000 CNY/ton, with expectations to reach 60,000 CNY/ton [1][5] - Major players in the industry, such as Yangnong, are implementing measures like halting quotes and controlling order volumes to manage rising costs [1][6] Key Points and Arguments - **Price Adjustments**: Yangnong has slightly increased the prices of Kungfu pyrethroid from 105,000 CNY/ton to 108,000 CNY/ton and phenobarbital pyrethroid from 125,000 CNY/ton to 128,000 CNY/ton, indicating a gradual price increase trend [3][6] - **Supply and Demand Dynamics**: The total production capacity of major domestic pyrethroid manufacturers is approximately 15,000 tons, with an actual achievement rate of about 70%. This indicates a relatively balanced supply-demand relationship, although there is still some oversupply [4][11] - **Impact of Raw Material Prices**: The increase in raw material prices is expected to directly raise the costs of downstream products like Kungfu pyrethroid and phenobarbital pyrethroid, creating significant pricing pressure [5][10] - **Market Strategy**: Yangnong's strategy includes a cautious approach to pricing amid raw material shortages and low inventory levels, with expectations of continued price increases in the near future [6][9] Additional Important Insights - **Market Concentration**: The pyrethroid market is highly concentrated, with only a few companies dominating production. If one company halts production, it can lead to supply shortages and subsequent price increases [15] - **Export Market Trends**: The domestic market has seen a clear upward price trend, while the export market has not fully adjusted yet. However, due to rising raw material costs, export prices are expected to increase, potentially surpassing domestic price increases [12] - **Production and Sales Outlook**: November and December are critical production periods leading into the March sales peak of the following year. Companies are expected to ramp up production and stockpiling in anticipation of increased demand [13] Conclusion - The pyrethroid industry is currently facing significant challenges due to raw material price increases and supply chain constraints. Major players like Yangnong are strategically managing their pricing and production to navigate these challenges, while the overall market dynamics suggest a potential for continued price increases in the coming months.

Core Viewpoint - Bluefeng Biochemical experienced a 5.43% increase in stock price, reaching 8.35 CNY per share, with a trading volume of 322 million CNY and a turnover rate of 15.13%, resulting in a total market capitalization of 2.969 billion CNY [1] Company Overview - Jiangsu Bluefeng Biochemical Co., Ltd. was established on October 11, 1990, and listed on December 3, 2010. The company is located at No. 2 Ningxia Road, Xinyi Economic Development Zone, Jiangsu [1] - The main business activities include the production and sales of pesticide raw materials and formulations, fine chemical intermediates, and pharmaceutical manufacturing [1] - The revenue composition of the main business is as follows: battery cells 43.84%, modules 31.70%, pesticide raw materials and formulations 17.20%, sulfuric acid 4.09%, other photovoltaic businesses 1.85%, and other agricultural chemical products 1.32% [1] Fund Holdings - According to data from the top ten holdings of funds, one fund under Guotai Fund has a significant position in Bluefeng Biochemical. The Guotai Juzi Quantitative Stock Selection Mixed Fund A (023386) held 8,400 shares in the third quarter, accounting for 0.87% of the fund's net value, making it the largest holding [2] - The fund has an estimated floating profit of approximately 3,612 CNY as of the report date [2] - The Guotai Juzi Quantitative Stock Selection Mixed Fund A was established on September 2, 2025, with a latest scale of 9.0448 million CNY and a cumulative return of 5.87% since inception [2] - The fund manager, Wu Kefan, has been in position for 2 years and 152 days, managing total assets of 2.092 billion CNY, with the best fund return during his tenure being 72.85% and the worst being -17.64% [2]

Core Insights - Several A-share companies reported significant profit growth in Q3, with companies like Keli Yuan and Xianda Shares showing over tenfold increases in net profit, driven by factors such as product price increases, expanded sales, business development, and non-recurring gains [1] Group 1: Company Performance - Keli Yuan achieved Q3 revenue of 1.265 billion yuan, a year-on-year increase of 28.31%, with net profit reaching 80.43 million yuan, up 2836.88% [1] - Xianda Shares reported a Q3 net profit of 59.85 million yuan, a staggering increase of 5447.46% [1] - Su Li Co. recorded Q3 revenue of 762 million yuan, a 26.00% increase, and net profit of 59.42 million yuan, up 2750.24% [3] - Huayu Mining's Q3 revenue was 656 million yuan, a 96.97% increase, with net profit of 619 million yuan, up 1315.3% [3] - Jibite announced a Q3 revenue of 1.968 billion yuan, a 129.19% increase, and net profit of 569 million yuan, up 307.7% [3] Group 2: Market Trends and Factors - The significant profit growth for Keli Yuan was attributed to increased revenue and net profit from its nickel battery, consumer battery, and energy storage segments, along with higher investment income from joint ventures [1] - Xianda Shares' growth was driven by a substantial increase in the market price of its main product, as well as new product sales contributing to higher gross margins [1] - Su Li Co. benefited from a recovering agricultural market, with increased sales of its pesticide products and higher prices for its raw materials [3] - Huayu Mining's profit growth was linked to increased product sales and price hikes, along with a revaluation of its acquisition of Asia Pacific Mining [3]