（编辑 袁冠琳） 证券日报网讯 2月27日，利民股份发布公告称，2026年2月26日，公司与BAYERS.A.签订了农用化学品 的长期供货合同。合同期限为3年，若双方无异议，合同到期后将自动续期3年，任意一方可在当前有效 期届满前至少180天书面通知另一方不希望自动续期，并无需承担违约金或其他责任。按照年度采购量 预估前3年合同金额为8亿元，6年合同总金额约为16亿元人民币，最终以实际订单金额为准。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 2月27日午间，利民股份（002734）发布公告，公司于2月26日与BAYER S.A．（简称"拜耳"）签订了农 用化学品的长期供货合同。合同期限为3年。若双方无异议，合同到期后将自动续期3年。任意一方可在 当前有效期届满前至少180天书面通知另一方不希望自动续期，并无需承担违约金或其他责任。 公告显示，合同标的为农用化学品，按照年度采购量预估，前3年合同金额为8亿元，6年合同总金额约 为16亿元。本次合同的履行对于公司2026年度以及未来各会计年度财务状况、经营成果将产生积极影 响。 今日午后，利民股份快速涨停，截至发稿，打开涨停板，涨超9%，股价报22.38元/股，最新总市值超 106亿元。 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 ...

格隆汇2月27日丨利民股份(002734.SZ)公布，2026年2月26日，公司与BAYER S.A.(以下简称"拜耳")签订 了农用化学品的长期供货合同。合同期限为3年，若双方无异议，合同到期后将自动续期3年，任意一方 可在当前有效期届满前至少180天书面通知另一方不希望自动续期，并无需承担违约金或其他责任。按 照年度采购量预估前3年合同金额为8亿元，6年合同总金额约为16亿元人民币，最终以实际订单金额为 准。 ...

每经AI快讯，利民股份（002734）2月27日公告，公司于2月26日与BAYER S.A.(简称"拜耳")签订了农用 化学品的长期供货合同。合同期限为3年，若双方无异议，合同到期后将自动续期3年，任意一方可在当 前有效期届满前至少180天书面通知另一方不希望自动续期，并无需承担违约金或其他责任。按照年度 采购量预估，前3年合同金额为8亿元，6年合同总金额约为16亿元人民币，最终以实际订单金额为准。 ...

本次公司与拜耳签订的合同金额按照年度采购量预估前3年合同金额为8亿元，约占经审计后公司2024年 全年主营业务收入的18.83%。本次合同的履行对于公司2026年度以及未来各会计年度财务状况、经营 成果将产生积极影响。 智通财经APP讯，利民股份(002734.SZ)发布公告，2026年2月26日，公司与BAYER S.A.(简称"拜耳")签 订了农用化学品的长期供货合同。合同期限为3年，若双方无异议，合同到期后将自动续期3年，任意一 方可在当前有效期届满前至少180天书面通知另一方不希望自动续期，并无需承担违约金或其他责任。 按照年度采购量预估前3年合同金额为8亿元，6年合同总金额约为16亿元人民币，最终以实际订单金额 为准。 ...

智通财经APP讯，利民股份(002734.SZ)发布公告，2026年2月26日，公司与BAYER S.A.(简称"拜耳")签 订了农用化学品的长期供货合同。合同期限为3年，若双方无异议，合同到期后将自动续期3年，任意一 方可在当前有效期届满前至少180天书面通知另一方不希望自动续期，并无需承担违约金或其他责任。 按照年度采购量预估前3年合同金额为8亿元，6年合同总金额约为16亿元人民币，最终以实际订单金额 为准。 本次公司与拜耳签订的合同金额按照年度采购量预估前3年合同金额为8亿元，约占经审计后公司2024年 全年主营业务收入的18.83%。本次合同的履行对于公司2026年度以及未来各会计年度财务状况、经营 成果将产生积极影响。 ...

利民股份公告，公司与BAYER S.A.（拜耳）签订了农用化学品的长期供货合同。合同期限为3年，若双 方无异议，合同到期后将自动续期3年。按照年度采购量预估，前3年合同金额为8亿元，6年合同总金额 约为16亿元人民币。 ...

Core Viewpoint - FMC Corporation's shares experienced a significant decline of 20.7% following disappointing fourth-quarter earnings and the announcement of exploring strategic options, including a potential sale of the company [1][2]. Financial Performance - In the fourth quarter, FMC reported revenue of $1.08 billion, which is a 12% decrease and below market expectations. Adjusted earnings per share were $1.20, down 33% from the previous year, meeting expectations [3]. - The company's preliminary outlook for 2026 anticipates a further 5% decline in revenue to $3.7 billion, a 17% decline in adjusted EBITDA to $700 million, and a 41% decline in adjusted EPS to $1.76 [5]. Strategic Challenges - FMC is currently facing a difficult agricultural downcycle characterized by overcapacity in agricultural chemicals and low margins for growers. The company's chemical portfolio has largely gone off-patent, necessitating price reductions, which negatively impacts profitability [4]. - FMC's debt stands at $4.07 billion, which is 5.8 times the company's EBITDA guidance for 2026, indicating a high debt-to-profits ratio [4]. Future Outlook - Management projects that its current on-patent chemicals could generate sales of $300 million to $400 million in 2026, representing about 10% of total revenue. These sales are expected to grow to $800 million by 2028, $1 billion by 2030, and $2 billion by 2035 [6].

Core Viewpoint - The new regulations issued by the National Agricultural Food Hygiene and Quality Service will simplify the registration, import, and sales processes for agricultural chemicals, effective January 5, 2026 [1] Group 1: Regulatory Changes - The new regulations amend and clarify the previous Resolution No. 458, focusing on easing entry requirements for production companies and shortening product approval times [1] - Production companies will only need to submit a sworn declaration to initiate production activities, eliminating the need for prior authorization and a technical manager [1] - The scope of recognition for research and trial reports conducted abroad will be expanded, facilitating international collaboration [1] Group 2: Import Process Simplification - International trial reports that comply with Good Laboratory Practice (GLP) will be recognized, streamlining the import process for pesticide products approved in high-regulation countries such as the EU, USA, Canada, Switzerland, and Norway [1] - The import process will be simplified to a sworn declaration and a temporary registration system for these products [1] Group 3: Genetically Modified Organisms (GMOs) - For genetically modified products, prior approval from the National Agricultural Biotechnology Advisory Committee (Conabia) will suffice, eliminating the need for new assessments [1] Group 4: Transparency and Guidance - The National Agricultural Food Hygiene and Quality Service will publish a "Pesticide Product Management Operation Guide" to enhance process transparency and assist companies in understanding the relevant procedures [1]

Core Viewpoint - The global agricultural chemicals market is expected to face mixed prospects in 2026 due to resilient recovery and policy uncertainties, with cautious optimism from pesticide and fertilizer companies despite challenges [1] Market Overview - The global agricultural chemicals market is projected to reach $77.7 billion in 2026, a 2.7% increase from $75.7 billion in 2025, marking a significant recovery from the 0.3% growth rate of 2024-2025 [2] - The global seed market is also expected to grow by 2.3% during the same period, providing a boost to agricultural companies that have faced prolonged downturns [2] Industry Challenges - U.S. agricultural profits are expected to decline, with net income projected to drop from $177 billion in 2025 to $148 billion in 2026, influenced by falling crop prices and rising core costs such as fertilizers and labor [1] - Policy risks, particularly related to tariff uncertainties from the Trump administration, continue to create volatility for farmers and suppliers, expected to persist into 2026 [2] Positive Factors - Demand for grains, oilseeds, meat, and biofuels is anticipated to remain historically high, supporting stable demand from farmers who will prioritize high-tech products to maximize yields [3] - The fertilizer market shows a positive outlook, with the removal of import tariffs providing some relief, although supply shortages are expected to keep prices elevated [3] Overall Outlook - Despite facing policy uncertainties and high costs, industry leaders maintain a cautiously optimistic view for the agricultural chemicals market in 2026, driven by stable agricultural demand and a gradual recovery in input markets [4]