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贝斯美:子公司江苏永安经营活动正常 入选2025年江苏省先进级智能工厂
Zheng Quan Ri Bao Wang· 2026-01-07 12:41
Core Viewpoint - The company Baishimei has made significant progress in digital transformation and compliance, positioning itself favorably in the global herbicide market, particularly with its product, Dimethenamid-P, which is gaining market share due to its superior quality and compliance with international standards [1][2][3]. Group 1: Legal and Compliance Updates - Baishimei's subsidiary, Jiangsu Yong'an, received a prosecution notice from the Lianshui People's Procuratorate, which indicated mitigating circumstances for penalties, suggesting a potential for leniency in legal proceedings [1]. - Jiangsu Yong'an completed necessary rectifications by 2024 and successfully applied for a wastewater discharge permit in February 2025, indicating a return to normal operations [1]. Group 2: Technological Advancements - Jiangsu Yong'an has been recognized as an "Advanced Intelligent Factory" for its high level of digital and network integration, which has led to improved process stability and operational efficiency [2]. - The company has achieved a product purity of over 98% for its core product, Dimethenamid-P, surpassing the domestic industry average of 96% and meeting stringent international standards [2]. Group 3: Market Position and Trends - The global herbicide market is projected to grow from 463 billion to over 600 billion from 2022 to 2028, with a CAGR of 4.6%, indicating a robust demand for herbicides like Dimethenamid-P [2]. - Baishimei and Jiangsu Yong'an have been recognized as specialized and innovative small and medium enterprises, enhancing their brand influence and market position [3]. - The company has adopted differentiated sales strategies to enhance market responsiveness and competitiveness, particularly in the context of the agricultural sector's shift towards greener and smarter practices [3].
深化数字化转型成果 贝斯美全资子公司永安化工入选2025年江苏省先进级智能工厂名单
Quan Jing Wang· 2026-01-07 08:39
作为"先进级智能工厂",永安化工已实现高度的数字化与网络化集成,广泛部署智能制造装备、工业软 件及信息系统,全面打通生产经营数据链,实现关键生产过程的精准控制与生产经营一体化协同管理。 自推进数字化、智能化生产以来,永安化工工艺稳定性与设备运行效率显著提升,整体运营效能持续优 化。 在原药方面,永安化工目前掌握二甲戊灵原药提纯核心技术,通过持续技术创新,其产品纯度稳定达到 98%以上(国内行业平均水平为96%),且关键杂质亚硝胺含量低于10ppm,优于欧盟标准 (40ppm),完全满足美国(10ppm)及欧盟等全球最严苛的法规要求。该技术突破使公司产品获得国 内外客户广泛认可,奠定了其在全球二甲戊灵市场的领先地位。 近期,贝斯美(300796.SZ)全资子公司——江苏永安化工有限公司(以下简称"永安化工")成功入选 2025年江苏省先进级智能工厂名单,高度认可公司持续推进智能制造、深化数字化转型成果。 值得一提的是,二甲戊灵正逐步替代乙草胺、氟乐灵等传统除草剂,在欧洲更被广泛用作草甘膦的混用 助剂,全球市场需求稳步增长,前景广阔。根据观研报告网数据显示,近年来全球除草剂市场持续增 长。2022-2028年全球 ...
利民股份:"一证一品"政策实施对公司有利,将提升行业集中度、市场竞争力和品牌力
Sou Hu Cai Jing· 2026-01-07 04:00
Core Viewpoint - The implementation of the "One Certificate, One Product" policy is expected to benefit the company by enhancing industry concentration, market competitiveness, and brand influence starting from January 1, 2026 [1]. Group 1: Impact of the Policy - The "One Certificate, One Product" policy will raise the entry barriers in the domestic formulation industry, leading to an anticipated increase in industry concentration [1]. - The company currently holds a total of 328 various pesticide certificates, including 50 active ingredient registration certificates and 278 formulation registration certificates, which will support its ability to offer a wide range of one-stop application solutions [1]. - The company plans to leverage its existing advantages in active ingredients and focus on the development of formulation products and brand enhancement to create new flagship products, thereby increasing its brand influence [1].
海利尔1月6日获融资买入214.03万元,融资余额1.06亿元
Xin Lang Cai Jing· 2026-01-07 01:27
Group 1 - The core viewpoint of the news is that Hailir has shown significant trading activity and financial performance, with notable changes in financing and shareholder structure [1][2]. Group 2 - On January 6, Hailir's stock price increased by 0.86%, with a trading volume of 23.62 million yuan. The financing buy-in amount was 2.14 million yuan, while the financing repayment was 4.44 million yuan, resulting in a net financing buy of -2.30 million yuan [1]. - As of January 6, the total financing and securities lending balance for Hailir was 106 million yuan, with the financing balance accounting for 2.41% of the circulating market value, indicating a high level compared to the past year [1]. - Hailir's main business revenue composition includes 97.46% from pesticide formulations, 1.71% from fertilizers, 0.71% from agriculture and services, and 0.12% from other sources [1]. Group 3 - As of September 30, Hailir had 13,000 shareholders, a decrease of 14.70% from the previous period, while the average circulating shares per person increased by 17.23% to 26,229 shares [2]. - For the period from January to September 2025, Hailir achieved an operating income of 3.39 billion yuan, representing a year-on-year growth of 5.50%, and a net profit attributable to shareholders of 208 million yuan, up 6.15% year-on-year [2]. - Hailir has distributed a total of 1.255 billion yuan in dividends since its A-share listing, with 680 million yuan distributed over the past three years [2].
长青股份:2026年1月23日召开2026年第一次临时股东会
Zheng Quan Ri Bao Wang· 2026-01-06 11:47
证券日报网讯1月6日,长青股份(002391)发布公告称,公司将于2026年1月23日召开2026年第一次临 时股东会。 ...
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%。 ...
安道麦A:截至2025年12月31日公司A股股东人数为25836户
Zheng Quan Ri Bao Wang· 2026-01-06 11:09
Group 1 - The core point of the article is that the company, Andon Health A (000553), has disclosed that as of December 31, 2025, it is projected to have 25,836 A-share shareholders [1]
江山股份涨2.01%,成交额1.04亿元,主力资金净流出267.55万元
Xin Lang Zheng Quan· 2026-01-06 02:52
Core Viewpoint - Jiangshan Co., Ltd. has shown a mixed performance in stock price and financial results, with a notable increase in net profit year-on-year, indicating potential growth in the agricultural chemicals sector [1][2]. Financial Performance - For the period from January to September 2025, Jiangshan Co. achieved a revenue of 4.516 billion yuan, representing a year-on-year growth of 5.20% [2]. - The net profit attributable to shareholders reached 425 million yuan, marking a significant increase of 147.91% compared to the previous year [2]. Stock Performance - As of January 6, Jiangshan Co.'s stock price increased by 2.01% to 25.35 yuan per share, with a trading volume of 1.04 billion yuan and a turnover rate of 0.97% [1]. - Year-to-date, the stock price has risen by 0.28%, but it has decreased by 4.41% over the last five trading days [1]. Shareholder Information - As of September 30, 2025, the number of shareholders decreased by 9.05% to 19,100, with an average of 22,509 circulating shares per shareholder, which is an increase of 9.95% [2]. - The company has distributed a total of 2.693 billion yuan in dividends since its A-share listing, with 384 million yuan distributed over the last three years [3]. Major Shareholders - Among the top ten circulating shareholders, China Europe Fund Pioneer Stock A holds 13 million shares, remaining unchanged from the previous period [3]. - Hong Kong Central Clearing Limited, ranked eighth, reduced its holdings by 662,000 shares to 4.667 million shares [3].
扬农化工(600486):农药拐点将至 优创项目助力成长
Xin Lang Cai Jing· 2026-01-05 00:23
Core Viewpoint - The company, a leading player in the domestic pesticide industry, is expected to benefit from the gradual recovery of pesticide prices and the ramp-up of its Youchuang project, leading to potential growth in both volume and price [1][4]. Group 1: Company Overview - The company, established in 1999 and backed by Syngenta Group, is a top-tier player in the agricultural chemical sector in China, specializing in pyrethroid active ingredients [2]. - It is a core supplier of pyrethroid products globally, with a comprehensive product range including insecticides, herbicides, fungicides, and plant growth regulators, achieving a total production capacity exceeding 100,000 tons [2][4]. - The company has nearly 70 varieties of active ingredients and anticipates production and sales of raw materials to reach 96,913.34 tons and 99,872.64 tons respectively in 2024, reflecting year-on-year growth of 6.67% and 3.50% [2]. Group 2: Market Dynamics - The pesticide market is experiencing a supply-demand optimization, with prices stabilizing and rebounding after significant declines since 2022 [3]. - The agricultural price index has shown a recovery trend, with the raw material index reflecting improvements in various categories, including herbicides [3]. - The implementation of stricter regulations, such as the "one product, one certificate" policy, is expected to benefit leading companies with abundant registration certificates [3]. Group 3: Project Developments - The Youchuang project is set to enhance production capacity, increasing the output of high-efficiency chlorfenapyr from 5,500 tons/year to 8,500 tons/year, thereby solidifying the company's position in the pyrethroid market [1][3]. - The company is also advancing a technical transformation project for 3,000 tons of pyrazole ester, which is expected to contribute additional revenue [3]. Group 4: Financial Outlook - The company is projected to achieve a compound annual growth rate (CAGR) of 13.86% in net profit attributable to shareholders over the next three years, with a target price of 84.70 yuan based on a 22x PE ratio for 2026 [4].
注意!双酚A等23种类化学品,被列入优先控制化学品名录!
Zhong Guo Hua Gong Bao· 2026-01-04 09:14
Core Viewpoint - The Ministry of Ecology and Environment and the National Health Commission have jointly issued the "Priority Control Chemical List (Third Batch)," which includes 23 chemical substances such as 1,1,2,2-tetrachloroethane and bisphenol A, focusing on high-risk chemicals with significant environmental and health impacts [1][2]. Group 1: Chemical Substances and Their Risks - The list includes 23 chemical substances, particularly those with persistent, bioaccumulative, and aquatic chronic toxicity properties, as well as carcinogenic, mutagenic, reproductive toxicity, and endocrine-disrupting characteristics [1][2]. - Notable substances in the list include 1,1,2,2-tetrachloroethane, bisphenol A, and various perfluoroalkyl and polyfluoroalkyl substances, which are linked to industries such as petrochemicals, plastics, pharmaceuticals, textiles, and pesticides [1][2]. Group 2: Regulatory Measures and Industry Response - The management of the chemicals listed is primarily based on environmental impact assessments for construction projects, pollution discharge permits, and soil and groundwater pollution prevention measures [1]. - Companies are encouraged to recognize the potential environmental and health risks associated with these chemicals and to proactively upgrade processes, enhance waste treatment, and develop environmentally friendly alternatives to minimize risks [2].