（文章来源：证券日报） 证券日报网讯 10月10日晚间，农心科技发布关于调整限制性股票回购价格并回购注销部分限制性股票 的公告称，鉴于公司2025年限制性股票激励计划首次授予部分的6名激励对象已离职，不再具备激励对 象资格，公司拟回购前述激励对象已获授但尚未解除限售的限制性股票，并予以注销。公司2025年限制 性股票激励计划首次授予价格为8.74元/股，鉴于在激励计划存续期间，公司实施了2024年年度利润分 配方案，因此依照2025年限制性股票激励计划的规定调整本次限制性股票回购价格，调整后的回购价格 为8.59元/股，按调整后的价格计算，本次限制性股票回购所需支付的回购资金预计为515，400元，该 等回购资金均以公司自有资金支付。本次部分限制性股票回购注销完成后，公司股份总数将由当前 100，000，000股减少至99，940，000股（不考虑因其他事项导致的公司股份总数变动情形），具体以 中国证券登记结算有限责任公司深圳分公司最终登记结果为准。 ...

润丰股份公告，截至2025年10月10日，公司通过集中竞价交易方式累计回购公司股份249.79万股，占公 司目前总股本的0.89%，支付的总金额为1.25亿元。此次回购股份将全部用于实施股权激励计划。 ...

（文章来源：证券日报） 证券日报网讯国光股份10月9日发布公告，在公司回答调研者提问时表示，植物生长调节剂的使用对作 物的影响是双向的，科学施用能够让植调剂发挥出相应的调控功效，让作物提质增产，如果施用不当， 不仅无法发挥出相应的调控功效，还有可能导致作物减产甚至绝收。科学施用植调剂需要考虑的因素较 多，主要包括：（1）每种植调剂都有其合理适宜的施药时期，与作物的生育期密切相关。合理适宜的 施药时期主要根据作物的生育期来确定，每种植调剂在某一作物上施药，都要精准把控登记资料上的作 物生育期。（2）由于植物生长调节剂具有微量高效的作用特点，其应用效果与使用浓度密切相关。 （3）使用方法不同也可明显影响植物生长调节剂的效果。最常用的方法是喷洒法和浸蘸法。喷洒植物 生长调节剂时，要喷在作用部位上。在用浸蘸法处理苗木插条、种子及催熟果实时，处理时间的长与短 非常重要。 ...

Group 1: Industry Performance - The chemical raw materials index increased by 0.40%, and the chemical machinery index rose by 1.28%, while the remaining five indices in the petroleum and chemical sectors declined [1] - The chemical pharmaceutical index decreased by 2.36%, and the pesticide and fertilizer index fell by 1.63% [1] - The petroleum processing index dropped by 0.20%, the petroleum extraction index remained stable, and the petroleum trade index decreased by 1.32% [1] Group 2: Commodity Prices - International crude oil prices saw a significant increase, with West Texas Intermediate crude oil futures settling at $65.72 per barrel, up 4.85% from September 19, and Brent crude oil futures at $70.13 per barrel, up 5.17% [1] - The top five rising petrochemical products included liquid chlorine up by 37.07%, paraquat mother liquid up by 6.25%, lithium battery electrolyte up by 5.71%, hydrogen peroxide up by 4.64%, and fluorite 97 wet powder up by 4.09% [1] - The top five declining petrochemical products included vitamin E down by 7.07%, sulfuric acid down by 6.54%, vitamin B6 down by 5.83%, methyl acrylate down by 5.59%, and dichloromethane down by 3.83% [1] Group 3: Capital Market Performance - The top five rising listed chemical companies were Lanfeng Biochemical up by 61.16%, Shuangwei New Materials up by 44.81%, Huarsoft Technology up by 31.83%, United Chemical up by 27.93%, and Asia-Pacific Industry up by 27.66% [2] - The top five declining listed chemical companies were Jinpu Titanium down by 23.15%, Hanwei Technology down by 18.80%, Sanwei Co. down by 14.29%, Hongda Co. down by 13.56%, and Bingyang Technology down by 11.93% [2]

Core Viewpoint - Guoguang Co., Ltd. has maintained a strong operating cash flow since its listing, with a sales cash collection rate consistently above 90% and a low debt-to-asset ratio, indicating financial stability and a commitment to shareholder returns through cash dividends [1] Financial Performance - The company reported a sales cash collection rate of over 90% since its listing, reflecting effective cash management and operational efficiency [1] - The low debt-to-asset ratio suggests a conservative financial structure, allowing for sustainable growth and risk management [1] Shareholder Returns - Guoguang Co., Ltd. has actively returned value to shareholders through cash dividends since its listing [1] - The company plans to continue this trend with a shareholder return plan for the next three years (2024-2026), emphasizing ongoing and proactive shareholder engagement [1]

Core Viewpoint - Guoguang Co., Ltd. reported a stable revenue structure for 2024 and the first half of 2025, with a significant portion coming from pesticide sales, particularly plant growth regulators [1] Revenue Structure Summary - For 2024, the company's total revenue is projected to be 1.986 billion yuan, with pesticide revenue at 1.370 billion yuan, accounting for 68.97% of total revenue, and fertilizer revenue at 524 million yuan, making up 26.40% [1] - In the first half of 2025, the company expects total revenue of 1.108 billion yuan, with pesticide revenue at 781 million yuan, representing 69.85% of total revenue, and fertilizer revenue at 298 million yuan, which is 26.63% [1] - The primary source of pesticide revenue is from plant growth regulators [1]

Core Viewpoint - Guoguang Co., Ltd. announced on September 29 that it will continue to focus on the research, production, and sales of core products such as plant growth regulators and water-soluble fertilizers, aiming to achieve strategic development goals through comprehensive solutions [1] Summary by Relevant Categories Company Focus - The company has been dedicated to the development and sales of plant growth regulators and water-soluble fertilizers since its establishment [1] - Future efforts will remain concentrated on its main business areas [1] Strategic Development - The company aims to promote its strategic development goals by focusing on comprehensive solutions [1]

Core Viewpoint - Guoguang Co., Ltd. announced on September 29 that it has significant self-supply capabilities for the raw materials required for its plant growth regulators, and the construction of a project with an annual production capacity of 15,000 tons of raw materials and intermediates will further enhance its self-supply capacity for these raw materials [1] Group 1 - The company has a majority of self-supply capability for the raw materials needed for its plant growth regulators [1] - The new production project is expected to increase the company's raw material self-supply capacity [1] - In the first half of 2025, the company's main raw material prices are lower than the same period last year, positively impacting its performance [1]

9月26日，四川国光农化股份有限公司（以下简称"国光股份"）在公司龙泉办公区接受了方正证券股份 有限公司分析师韩宇的现场调研。国光股份证券事务代表李超、证券投资部副部长向阳参与接待。此次 调研围绕公司收入结构、原药自产、原材料价格波动、毛利率优势、行业地位及未来规划等多方面展 开。 收入结构稳定，农药占比超六成 聚焦主营业务，积极回报股东 未来，国光股份仍将聚焦植物生长调节剂与水溶性肥料等主营业务，以全程方案为着力点实现战略发展 目标。自上市以来，公司经营现金流良好，销售收现率超90%，资产负债率低，积极通过现金分红回报 股东。未来，公司将按照《未来三年（2024—2026年）股东回报规划》持续回报股东。 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com. ...

Revenue Structure - In 2024, the company's total revenue was 1.986 billion CNY, with pesticide revenue at 1.370 billion CNY (68.97%) and fertilizer revenue at 0.524 billion CNY (26.40%) [2] - For the first half of 2025, the company reported a revenue of 1.108 billion CNY, with pesticide revenue at 0.781 billion CNY (69.85%) and fertilizer revenue at 0.298 billion CNY (26.63%) [2] Production and Raw Material - The company has significant self-sufficiency in the production of raw materials for plant growth regulators, with a project to produce 15,000 tons of raw materials and intermediates annually [2] - In the first half of 2025, the prices of major raw materials were lower than the same period last year, positively impacting the company's performance [2] Profitability and Market Position - The company's higher gross margin in pesticides compared to peers is attributed to its focus on plant growth regulators, which are in a growth phase in China [3] - As of June 2025, there are over 500 registered companies for plant growth regulators in China, with approximately 1,900 effective products [5] - The company holds 150 registration certificates for plant growth regulators, accounting for 7.9% of the total and 20.5% of the top 35 companies [5] Future Development and Shareholder Returns - The company plans to continue focusing on the research, production, and sales of plant growth regulators and water-soluble fertilizers [5] - Since its listing, the company has maintained a cash flow with a sales collection rate above 90% and a low debt ratio, actively returning cash dividends to shareholders [5]