8月19日，贝斯美（300796）（300796）发布2025年半年度报告，上半年公司实现营收7.76亿元，同比 增长16.57%；归母净利润3470.64万元，同比增长109.70%；扣非净利润3287.01万元，同比增长 125.95%；基本每股收益0.1元/股，同比增长100.00%。 随着环保农药产业政策持续释放红利，叠加公司在技术研发、品牌积淀等多维度构筑的强劲市场竞争 力，共同构成了贝斯美自产农药业务持续稳健增长的核心动能；子公司捷力克凭借在全球农药流通领域 积累的丰富专业经验、成熟营销网络，以及数量众多的海外农药登记证等先发优势，有力助推公司农药 出海业务拓展，形成了自产与出口协同并进的良好发展格局。同时，公司依托戊酮装置及间戊二烯原材 料预处理技术切入碳五新材料领域，把握高端产品进口替代机遇，构筑差异化壁垒。多板块协同发力， 为贝斯美持续拓展市场空间、实现高质量发展奠定坚实基础。 强链补链筑基，以绿色发展引领农药行业未来 随着农业现代化进程加速与绿色发展理念深化，高效、安全、经济、环境友好的农药新产品推广，已成 为推动农业可持续发展的关键抓手。中研普华产业研究院《"十四五"农药行业发展形势研究 ...

证券代码：300796 证券简称：贝斯美 公告编号：2025-065 绍兴贝斯美化工股份有限公司（以下简称"公司"）于2025年8月18日召开了第四 届董事会第九次会议、第四届监事会第六次会议，分别审议通过了《关于公司部分 募投项目延期的议案》，同意公司在募投项目实施主体、实施方式、建设内容、募 集资金投资用途及投资规模不发生变更的前提下，对首发部分募投项目达到预定可 使用状态的时间进行调整，该议案无需提交公司股东大会审议。现将具体情况公告 如下： 一、首发募集资金的基本情况 经中国证券监督管理委员会证监发行字[2019]1783号文核准，公司于2019年11月 向社会公开发行人民币普通股（A股）3,030万股，每股发行价为14.25元，应募集资 金总额为人民币43,177.50万元，根据有关规定扣除发行费用3,879.74万元后，实际募 集资金净额为39,297.76万元。该募集资金已于2019年11月到账。上述资金到账情况 业经容诚会计师事务所会验字[2019]7999号《验资报告》验证。公司对募集资金采 取了专户存储管理。 绍兴贝斯美化工股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、 ...

中泰证券股份有限公司 关于绍兴贝斯美化工股份有限公司 首发部分募投项目延期的核查意见 中泰证券股份有限公司（以下简称"保荐机构"）作为绍兴贝斯美化工股份 有限公司（以下简称"公司"）持续督导保荐机构，根据《证券发行上市保荐业 务管理办法》《深圳证券交易所创业板股票上市规则》《上市公司募集资金监管 规则》及《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司 规范运作》等法律法规的规定履行持续督导职责，对公司部分募投项目延期的 事项进行了核查，情况如下： 一、首发募集资金的基本情况 经中国证券监督管理委员会证监发行字[2019]1783 号文核准，公司于 2019 年 11 月向社会公开发行人民币普通股（A 股）3,030 万股，每股发行价为 14.25 元，应募集资金总额为人民币 43,177.50 万元，根据有关规定扣除发行费用 资报告》验证。公司对募集资金采取了专户存储管理。 二、首发募集资金使用与管理情况 截至 2025 年 6 月 30 日，公司首次公开发行股票募集资金投资项目及使用情 况如下： 拟投入金额 金金额 新建企业研发中心技改 项目 2 收购宁波捷力克 80%股 权3 注：1、公 ...

Group 1: Company Overview and Strategic Projects - Shaoxing Bestmay Chemical Co., Ltd. is actively expanding its product lines in the C5 chemical sector, including the "Annual Production of 8,500 Tons of Ketone Series Green New Materials Project" and the "Annual Production of 12,100 Tons of Cyclopentane Series Green New Materials Project" [1][2][3] - The company has achieved stable operation of its ketone facility, with product quality meeting standards and sales status being steady [2][3] - The company is positioned as a leader in the domestic C5 comprehensive utilization field, enhancing its product offerings and reducing reliance on imports [2][3] Group 2: Financial Performance and Growth - In 2024, the company reported a revenue of 1.328 billion RMB, representing a year-on-year growth of 89.97% due to the full-year consolidation of Ningbo Jielike's operations following an 80% stake acquisition [5][6] - The revenue from C5 series products increased from 11.67 million RMB in 2023 to 73.12 million RMB in 2024, marking a growth of 5.26 times [20] Group 3: Research and Development - The company invested 45.52 million RMB in R&D in 2024, a 13.7% increase from the previous year, and holds 58 authorized patents, including 32 invention patents [6][8] - The focus on R&D has led to the development of proprietary technologies that enhance production efficiency and reduce costs, such as low-temperature continuous nitration and solid salt recovery technologies [18] Group 4: Market Position and Competitive Advantage - The company is recognized as a national high-tech enterprise and has established a complete production and R&D capability for the herbicide Dimethenamid-P, covering the entire industry chain from intermediates to formulations [8][15] - The company has a strong export presence, with its subsidiary Jielike operating in 79 countries, achieving over 75% of its revenue from overseas markets in 2024 [15][19] Group 5: Future Outlook and Strategic Initiatives - The company plans to continue focusing on environmentally friendly pesticide development and expand its C5 new materials product line to enhance market share and profitability [5][15] - The company aims to leverage its existing market channels and the acquisition of Jielike to penetrate emerging markets in South America, Africa, and Southeast Asia, thereby increasing sales of Dimethenamid-P [11][15]

Core Viewpoint - The company is actively advancing its projects in the green materials sector, particularly focusing on the production of specialized alcohols and cyclopentane, while also addressing financial strategies to manage costs and enhance profitability [1][2][3][4][5][6]. Project Progress - The "Annual Production of 20,000 Tons of Specialized Alcohol Series Green Materials Project" is currently in the construction phase and progressing smoothly [1]. - The "Annual Production of 12,100 Tons of Cyclopentane Series Green Materials Project" has entered trial production, with an investment of 58.31 million yuan, achieving 48.18% completion [2]. - The cyclopentane project is expected to effectively extend the company's carbon five industrial chain and improve market competitiveness [2][3]. Financial Performance - The company's revenue for 2024 reached 1.328 billion yuan, a year-on-year increase of 89.97%, primarily due to the full-year consolidation of the acquired subsidiary, Ningbo Jielike [21]. - The company is implementing cost optimization strategies, including self-supply of key raw materials like 3-pentanone, which is expected to lower production costs for its dimethyl pentyl herbicide [3][4]. Market Strategy - The company is focusing on expanding its overseas market presence, with over 75% of its revenue expected to come from international sales in 2024 [3][4]. - The acquisition of Jielike is anticipated to enhance the company's market position and sales scale in the dimethyl pentyl herbicide sector, leveraging its established channels in 79 countries [10][24]. Research and Development - The company has increased its R&D investment, with expenses totaling 45.52 million yuan in 2024, a 13.7% increase from the previous year [20]. - The company holds 58 authorized patents, including 32 invention patents, which support its competitive edge in the agricultural and new materials sectors [20][19]. Product Development - The cyclopentane production is stable, and the products are being sold in bulk, contributing to the company's revenue growth [3][22]. - The company is also exploring high-value applications for its carbon five new materials, including optical materials and pharmaceutical intermediates [16][25].

Company Overview - The company is a leading enterprise in the niche market of the herbicide Dimethenamid-P, possessing a complete production and R&D system across the entire industry chain [18][19] - The main products include environmentally friendly, efficient, and low-toxicity herbicides, specifically Dimethenamid-P, which has a broad application range in various crops [18][19] Industry Analysis Pesticide Industry - The global pesticide market is experiencing weak short-term demand but has strong long-term resilience, with stable growth momentum overall [6][7] - The pesticide industry is becoming increasingly concentrated, with major international players like Syngenta, Bayer, BASF, and Corteva dominating the market, leading to greater growth opportunities for leading raw material companies [7][8] - The production capacity of pesticide raw materials is shifting from developed regions to the Asia-Pacific, fostering the development of local pesticide companies [8][9] - China has become a significant global pesticide producer, with a complete industrial system and ongoing improvements in product quality and technology [9][10] Carbon Five New Materials Industry - The global carbon five new materials market is thriving, with significant production capacity concentrated in North America, the Middle East, Northeast Asia, and Western Europe [13][14] - China is one of the largest producers of cracked carbon five, with production expected to increase significantly due to integrated refining projects [15][17] - The domestic carbon five industry is primarily focused on producing low-end products like petroleum resins and rubber, with high-value applications still in the early stages [17][18] - There is substantial potential for domestic carbon five products to replace imports, particularly in high-end applications [18][19] Financial Performance - The company has not restated or adjusted previous years' financial data, indicating stability in its financial reporting [38] - The company’s financial indicators and major accounting data are consistent with previously disclosed quarterly reports, reflecting a stable financial position [38] Market Position - The company is recognized as a leading pesticide exporter in China, with its subsidiary, Ningbo Jielike, establishing sales channels in 79 countries and regions [28][29] - The company’s agricultural products are exported to over 180 countries, with a significant increase in export volume from 145,300 tons in 2000 to 1,927,200 tons in 2022, achieving a compound annual growth rate of 12.47% [28][29]