Core Insights - Company achieved a total revenue of 649 million yuan in 2024, representing a year-on-year growth of 7.19% [1] - The net profit attributable to shareholders reached 59.92 million yuan, an increase of 14.56% compared to the previous year [1] - The company plans to distribute a cash dividend of 1.5 yuan per 10 shares, totaling an estimated 15 million yuan [2] Financial Performance - Revenue breakdown: Insecticides contributed 243 million yuan (37.42%), fungicides contributed 237 million yuan (36.47%), and herbicides contributed 101 million yuan (15.49%) to total revenue [2] - The company reported a non-recurring net profit of 56.61 million yuan, reflecting an 18.12% increase year-on-year [1] Research and Development - The company invested 40.61 million yuan in R&D in 2024, achieving a research intensity of 6.25% [3] - The company holds 162 valid invention patents and 328 pesticide registration certificates, enhancing its competitive edge in the market [3] Brand Strategy - The company focuses on building the "Shangge" brand to create a high-quality image, which has led to a positive brand perception among farmers [4] - Continuous product development based on market demand has allowed the company to rapidly introduce new pesticide formulations under the "Shangge" brand [4] Future Plans - In 2025, the company aims to enhance its product development, marketing, and brand building, with a focus on pesticide formulations and raw materials [4] - Plans include establishing a raw material production line and exploring overseas markets in Southeast Asia, South Asia, and Central Asia [4]

安道麦A（000553）公告，2025年第一季度营业收入71.73亿元，同比下降4.48%。净利润1.51亿元，同 比增长166.40%。 ...

证券代码：003042 证券简称：中农联合 山东中农联合生物科技股份有限公司 投资者关系活动记录表 编号：2025-001 | 投资者关系活动类别 | ☐特定对象调研 ☐分析师会议 | | --- | --- | | | ☐媒体采访 业绩说明会 | | | ☐新闻发布会 ☐路演活动 | | | ☐现场参观 | | | ☐其他（请文字说明其他活动内容） | | 参与单位名称及人员姓名 | 线上参与公司2024年度暨2025年第一季度网上业绩说明会的全体投 资者 | | 时间 | 2025年04月28日 15:00-16:30 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | 上市公司接待人员姓名 | 董事长 许辉 | | | 董事、总经理 李凝 | | | 独立董事 王贡勇 | | | 副总经理、董事会秘书 颜世进 | | | 财务总监 李强 1.公司2025年有没有业绩指引，公司今年经营方面会有哪些亮 | | | 点。公司在机制方面如何避免国企，效率低，缺少责任心的情况。 | | 投资者关系活动主要内容 | 答:尊敬的投资者，您好。当前农药行业仍面临激烈的市场 ...

证券代码：605033 证券简称：美邦股份 公告编号：2025-026 | 主要原材料 | 2025 年第一季度平 均进价（万元/吨） | 2024 年第一季度平 均进价（万元/吨） | 变动比率（%） | | --- | --- | --- | --- | | 8-羟基喹啉 | 5.36 | 5.50 | -2.55 | | 苯醚甲环唑原药 | 8.57 | 9.30 | -7.85 | | 吡唑醚菌酯原药 | 14.22 | 14.81 | -3.98 | | 肟菌酯原药 | 21.56 | 30.06 | -28.28 | | 烯效唑原药 | 21.77 | 23.85 | -8.72 | 四、其他对公司生产经营具有重大影响的事项 以上生产经营数据，来自公司内部统计，未经审计，仅为投资者及时了解公 司生产经营概况之用，未对公司未来经营情况作出任何明示或默示的预测或保 证，敬请投资者审慎使用，注意投资风险。 根据上海证券交易所《上海证券交易所上市公司自律监管指引第3号行业信 息披露：第十三号——化工》的相关要求，陕西美邦药业集团股份有限公司（以 下简称"公司"）现将2025年第一季度主要经营数据披露如下： ...

一、主要会计数据和财务指标 | 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | 0.2200 | 0.3300 | -33.33 | 0.5100 | | 每股净资产（元） | 0 | 8.57 | -100 | 8.39 | | 每股公积金(元) | 3.4 | 3.4 | 0 | 3.5 | | 每股未分配利润(元) | 3.93 | 4.01 | -2 | 3.94 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 2.89 | 3.12 | -7.37 | 3.45 | | 净利润(亿元) | 0.3 | 0.44 | -31.82 | 0.69 | | 净资产收益率(%) | 2.63 | 3.91 | -32.74 | 6.18 | 前十大流通股东累计持有： 10257.86万股，累计占流通股比： 75.88%，较上期变化： 19.61万 股。 | 名称 持有数量(万股) | | 占总股本比例(%) | 增 ...

Group 1: Company Performance - In 2024, the company achieved a total operating revenue of 4.236 billion yuan, representing a year-on-year increase of 9.51%, and a net profit attributable to shareholders of 266 million yuan [1] - For Q1 2025, the company reported an operating revenue of 1.033 billion yuan, up 18.50% year-on-year, and a net profit of 79 million yuan, reflecting a significant growth of 50.94% [1] - The company's performance indicates that its strategic layout has begun to yield benefits, showcasing stronger development capabilities [1] Group 2: Agricultural Chemicals Market - The global pesticide market is showing signs of recovery in 2024, despite an expected contraction of 6.3% in the overall industry [2] - China, as the world's largest pesticide exporter, saw a 30.0% year-on-year increase in the export volume of herbicides, insecticides, and fungicides, totaling approximately 2.814 million tons [2] - The price of the protective fungicide, Bacillus subtilis, has rebounded by 66.67% since May 2024, significantly exceeding early 2024 levels [2] Group 3: Product and Innovation Development - The company has established itself as a "hidden champion" in the plant protection sector, with core products like Bacillus subtilis, 2,4-D, and pyraclostrobin achieving world-class production scale and quality [3] - The company is building a comprehensive product matrix covering the entire pesticide industry chain, having completed trial production of over 50 formulation products during the reporting period [3] - In 2024, pesticide products contributed 3.602 billion yuan in revenue, with insecticides and herbicides generating 1.465 billion yuan and 1.929 billion yuan, respectively, reflecting year-on-year growth of 23.39% and 2.64% [2][3] Group 4: Research and Development - The company has invested 147 million yuan in R&D, maintaining a stable investment level to promote the development of new pesticide varieties [4] - The company has synthesized over 3,000 compounds and identified multiple high-potential candidate compounds during the reporting period [4] - The company has achieved initial results in new pesticide creation, with its self-developed pesticide receiving export registration and forming a global strategic partnership for further development [4]

Core Viewpoint - The implementation of the new "National Nine Articles" has revitalized listed companies in the capital market, with Nanjing Hongtai Co., Ltd. being the first to complete a bankruptcy reorganization under this framework, showcasing market leadership [1] Financial Performance - In 2024, ST Hongtai reported a net asset increase of 196.02%, reaching 2.953 billion yuan, and reduced its asset-liability ratio from 89.89% at the beginning of the year to 59.35% by year-end, indicating a fundamental improvement in its financial structure [2] - The company achieved profitability in 2024, with a net profit attributable to shareholders of 388 million yuan [2] Business Strategy and Operations - ST Hongtai has a long-standing presence in the pesticide industry, holding over 50% of the global market share for key products such as pyridine and paraquat [3] - The company has successfully addressed historical debt issues and is focusing on strategic transformation and risk mitigation in 2024, emphasizing a dual approach of stabilizing development through reorganization and promoting growth through technological innovation [3] - The company has optimized its operational strategies in response to challenges in the pesticide industry, achieving price stabilization for core products and significant technological breakthroughs in its production processes [4] Expansion and Sustainability Initiatives - ST Hongtai is actively pursuing the "Belt and Road" initiative, establishing a base in Qujing, Yunnan, to leverage local resources and expand into Southeast Asian markets [5] - The company plans to develop several new projects, including a 50,000-ton pyridine cycle economy project and a 100,000-ton cassava bioethanol project, which will enhance its production capabilities and sustainability [5] Governance and Environmental Responsibility - In 2024, ST Hongtai made significant strides in corporate governance and environmental responsibility, receiving a standard unqualified audit report, which supports its application to remove risk warnings from its stock [6][7] - The company is committed to reducing pollution through the development of low-toxicity, high-efficiency products and is actively exploring green processes and circular economy models [7][8]

Group 1 - The company is committed to national strategies such as "dual carbon goals" and "strong agricultural nation" by developing efficient, low-toxicity, and low-residue pesticides, ensuring food and grain safety [2] - The company emphasizes research and development (R&D) as a core strategy, investing tens of millions to over a hundred million annually, with R&D expenditures consistently above 5% of revenue [2][4] - The company has transitioned from imitation to independent creation, holding multiple patents and achieving breakthroughs in pest resistance, enhancing its market share and attracting international cooperation [4] Group 2 - The company has established a "from field to field" R&D principle, ensuring that technology meets market demands through direct engagement with farmers and practical field testing [4] - The company has implemented measures for green agricultural transformation, including reducing production energy consumption by 30% and adhering to national "double reduction" policies by eliminating toxic products [5] - The company has built a promotional team to guide farmers in scientific pesticide use, ensuring compliance with safety standards and reducing the risk of pesticide misuse [6]

Core Viewpoint - 泰禾股份 has demonstrated significant growth in its financial performance post-IPO, with a notable increase in revenue and profitability in 2024 and the first quarter of 2025 [2][3]. Financial Performance - In 2024, 泰禾股份 achieved a total revenue of 4.236 billion yuan, representing a year-on-year growth of 9.51%, and a net profit attributable to shareholders of 266 million yuan [2]. - The company plans to distribute a cash dividend of 4 yuan per 10 shares, totaling 180 million yuan, which accounts for 67.68% of its net profit [2]. - For Q1 2025, 泰禾股份 reported a revenue of 1.033 billion yuan, up 18.50% year-on-year, and a net profit of 78.53 million yuan, reflecting a 50.93% increase [2]. Core Business Performance - The pesticide segment is the core business of 泰禾股份, generating 3.602 billion yuan in revenue in 2024, a growth of 11.40% year-on-year [2]. - The revenue from fungicides reached 1.465 billion yuan, increasing by 23.39%, while herbicides generated 1.929 billion yuan, up 2.64% [2]. Production and Market Dynamics - In 2024, the production and sales volume of pesticides grew by 6.27% and 4.37% respectively, with a production-sales rate of 99.04% and a capacity utilization rate of 94.01% [3]. - The recovery in the pesticide market, particularly in overseas markets, has contributed to the company's performance, with price increases for herbicides and fungicides in the second half of 2024 [3]. Product Development and Innovation - 泰禾股份 is focused on optimizing production processes to enhance cost efficiency and market competitiveness, with ongoing projects aimed at improving synthesis technology and resource utilization [4]. - The company has successfully completed trials for new products, including the self-developed cyhalofop-butyl, which has received export registration [4]. - The expansion of the product line and the introduction of new formulations are expected to open new market opportunities and drive revenue growth [4][5]. Strategic Vision - 泰禾股份 aims to strengthen its core pesticide business while expanding into new agricultural chemical innovations, aspiring to transition from a traditional agricultural chemical company to a global plant protection enterprise [5].

证券代码：301665 证券简称：泰禾股份 公告编号：2025-020 一、重要提示 本年度报告摘要来自年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投资者 应当到证监会指定媒体仔细阅读年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 中汇会计师事务所（特殊普通合伙）对本年度公司财务报告的审计意见为：标准的无保留意见。 非标准审计意见提示 □适用 √不适用 公司上市时未盈利且目前未实现盈利 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 √适用 □不适用 □适用 √不适用 二、公司基本情况 1、公司简介 ■ 2、报告期主要业务或产品简介 公司主要农药产品及用途、竞争优势情况如下： ■ 3、主要会计数据和财务指标 （1） 近三年主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 公司经本次董事会审议通过的利润分配预案为：以450,000,000为基数，向全体股东每10股派发现金红利 4元（含税），送红股0股（含税），以资本公积金向全体股东每10股转增0股。 董事会决议通过的本报告期优先股利润分配预案 □是 √否 元 ■ （2） 分季度主要会计数据 ...