Core Viewpoint - The company Zhongqi Co., Ltd. (300575) has confirmed that its active ingredient for controlling spider mites is effective against various lepidopteran pests, particularly noctuid pests, although it is not currently registered as a "sanitary pesticide" [1] Group 1 - The active ingredient developed by the company is suitable for multiple crops [1] - The product demonstrates excellent efficacy specifically against noctuid pests [1] - The ingredient is not yet registered under the category of "sanitary pesticides" [1]

证券日报网讯中旗股份（300575）7月30日在互动平台回答投资者提问时表示，公司目前在产的杀虫剂 主要针对多种作物上防治半翅目、鞘翅目、双翅目和鳞翅目类害虫，对蚊虫等害虫有一定的效果。公司 的杀虫剂核心竞争力在于高效、广谱、用量少、毒性低、药效持效期长、对作物无药害、使用安全、与 常规农药无交互抗性等优点，有卓越的内吸和渗透作用，市场占有率高，规模化生产、制造成本具有优 势。 ...

（文章来源：证券日报） 证券日报网讯泰禾股份7月30日在互动平台回答投资者提问时表示，目前无法判断开展的治理农药内卷 对公司业绩是否有影响。 ...

Core Viewpoint - The company currently does not produce high-efficiency chlorfluazuron or its intermediates, focusing instead on insecticides targeting various pests affecting multiple crops [1] Company Summary - The company's insecticides are effective against pests from the Hemiptera, Coleoptera, Diptera, and Lepidoptera orders, with some effectiveness against mosquitoes and other harmful insects [1]

每经AI快讯，有投资者在投资者互动平台提问：请问公司董秘，公司是否生产高效氯氟氰菊酯或其中 间体？对于目前因蚊媒介产生的疫情，在大规模户外灭蚊上，公司是否有相应产品支持？ 中旗股份（300575.SZ）7月30日在投资者互动平台表示，公司目前没有生产高效氯氟氰菊酯或其中间 体，公司的杀虫剂主要针对多种作物上防治半翅目、鞘翅目、双翅目和鳞翅目类害虫，对蚊虫等害虫有 一定的效果。 （文章来源：每日经济新闻） ...

公司回答表示：您好，感谢您对公司的关注。目前无法判断。谢谢！ 金融界7月30日消息，有投资者在互动平台向泰禾股份提问：请问开展的治理农药内卷对公司业绩是否 有影响？ ...

Core Viewpoint - The article discusses the "Zhengfeng Zhivol" initiative launched by the China Pesticide Industry Association to address issues such as hidden additives, illegal production, and disorderly competition in the pesticide industry, aiming for significant improvements by the end of 2027 [2][3]. Group 1: "Zhengfeng Zhivol" Initiative - The initiative prohibits the addition of hidden or unregistered active ingredients in products and aims to combat illegal production and low-price competition [3][4]. - Companies are required to establish electronic traceability systems for raw material procurement and sales, integrating compliance into a credit evaluation system [3][4]. - A digital management platform will be developed using advanced technologies like big data and blockchain to ensure traceability and compliance in the pesticide industry [3][4]. Group 2: Central Government's Stance on "Involution" - The central government has shown a strong commitment to addressing "involution" in various industries, emphasizing the need for market mechanisms that promote competition and the exit of inefficient capacities [6]. - Recent meetings and reports from the central government highlight the importance of regulating low-price competition and encouraging product quality improvements [6][7]. Group 3: Environmental Regulations and Industry Trends - Stricter environmental regulations are leading to a transformation in China's pesticide industry towards greener and cleaner production methods [8][9]. - The industry is witnessing a shift towards high-efficiency, low-risk new chemical pesticides and biological pesticides, with a gradual elimination of older, high-toxicity products [9]. - The market concentration in the pesticide production sector is expected to increase, with a focus on sustainable practices and compliance with environmental standards [9].

Group 1: Agricultural Chemicals Industry - The China Pesticide Industry Association launched a three-year "Rectification Action" to address issues like illegal production and hidden additives in the pesticide industry, aiming for improved market order and product quality by the end of 2027 [2][3]. - In 2022, 1.5% of pesticide samples tested were found to be fake, with illegal producers compromising product integrity, which poses risks to food and ecological safety [3]. - The pesticide industry has faced significant price declines, with the China Agricultural Raw Materials Price Index dropping 64.67% from its peak in October 2021 to 74.82 points as of July 20, 2025, leading to a 92.53% decrease in net profits for listed companies in 2024 compared to 2022 [4]. Group 2: Investment Recommendations - Investors are advised to focus on major pesticide products like glyphosate and companies with cost advantages, such as Yangnong Chemical [5]. - Companies expected to benefit from improved quality standards include Yangnong Chemical and Limin Co., as the industry moves towards a price recovery phase [5]. Group 3: Beverage Industry - Dongpeng Beverage - Dongpeng Beverage reported a 36.37% year-on-year increase in revenue for H1 2025, reaching 10.737 billion yuan, and a 37.22% increase in net profit, totaling 2.375 billion yuan [6][7]. - The company is transitioning into a multi-category beverage enterprise, launching new products that cater to health trends and expanding its market presence both domestically and internationally [7]. - Revenue projections for Dongpeng Beverage are optimistic, with expected revenues of 20.78 billion yuan in 2025, growing to 30.07 billion yuan by 2027, alongside net profits increasing to 6.37 billion yuan in 2027 [8].

Group 1 - The major shareholder, Hainan Wenqin Private Fund Management Partnership, plans to reduce its stake in Lanfeng Biochemical by up to approximately 9.8 million shares, which represents 2.61% of the total share capital [2] - The reduction will occur within three months after the announcement, with a maximum of 1% through centralized bidding and 2% through block trading [2] Group 2 - For the year 2024, Lanfeng Biochemical's revenue composition is projected to be 67.66% from photovoltaic products and 32.34% from pesticides [3]

每经头条（nbdtoutiao）——直击首例基孔肯雅热报告社区：下水井盖都加装纱网和胶带，已很难见到 一只蚊子！千人投入"防蚊战" （记者 王晓波） 2024年1至12月份，蓝丰生化的营业收入构成为：光伏占比67.66%，农药占比32.34%。 截至发稿，蓝丰生化市值为21亿元。 每经AI快讯，蓝丰生化（SZ 002513，收盘价：5.55元）7月29日晚间发布公告称，公司第七届第二十四 次董事会会议于2025年7月28日以通讯表决方式召开。会议审议了《关于修订部分公司治理制度的议 案》等文件。 ...