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【泰禾股份(301665.SZ)】立足创新基因与国际化布局,植保与新材料双线并进——投资价值分析报告(赵乃迪/周家诺)
光大证券研究· 2025-12-20 00:04
点击注册小程序 查看完整报告 特别申明: 本订阅号中所涉及的证券研究信息由光大证券研究所编写,仅面向光大证券专业投资者客户,用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户,请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限,若给您造成不便,敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 依托核心技术与国际化布局,构建植保与新材料的综合业务体系 公司是以泰禾集团核心资产整合设立的规范化股份制企业,专注于作物保护及新材料领域发展,并于2025年4 月在深交所创业板上市。历经多年的经营和持续投入,公司逐步形成以百菌清、2,4-D、嘧菌酯、硫代氨基甲 酸酯系列原药为核心的农药产品矩阵,以及四氯丙烯、间苯二甲胺等功能化学品布局。在生产基地方面,公司 以高QHSE标准建成南通如东、徐州新沂、苏州相城、江西新干四大生产基地。随着国际化布局的深入推进, 公司在北美、欧洲、南美等核心农化市场设立境外机构并完成自主登记,同时与先正达、陶氏、安道麦、UPL 等跨国巨头建立了长期稳定的战略合作关系。 全球农药行业景气有望回升,核心产 ...
泰禾股份:江西仰立新材料有限公司主要从事功能化学品的研发、生产和销售
Zheng Quan Ri Bao Wang· 2025-11-11 09:51
证券日报网讯泰禾股份(301665)11月11日在互动平台回答投资者提问时表示,江西仰立新材料有限公 司主要从事功能化学品的研发、生产和销售。公司主要产品有间苯二甲胺、二苯甲酮等。间苯二甲胺下 游产品可用于材料类。公司暂不涉及机器人等业务。 ...
泰禾股份(301665.SZ):暂不涉及机器人等业务
Ge Long Hui· 2025-11-11 07:05
格隆汇11月11日丨泰禾股份(301665.SZ)在互动平台表示,江西仰立新材料有限公司主要从事功能化学 品的研发、生产和销售。公司主要产品有间苯二甲胺、二苯甲酮等。间苯二甲胺下游产品可用于材料 类。公司暂不涉及机器人等业务。 ...
泰禾股份:暂不涉及机器人等业务
Mei Ri Jing Ji Xin Wen· 2025-11-11 04:13
Group 1 - The core viewpoint of the article is that Jiangxi Yangli New Materials Co., Ltd. has been recognized as a specialized and innovative company, and there is an inquiry regarding its specific business and product applications [2] - Jiangxi Yangli New Materials Co., Ltd. primarily engages in the research, development, production, and sales of functional chemicals [2] - The main products of the company include m-phenylenediamine and benzophenone, with downstream applications in material-related sectors [2]
转型金融赋能化工产业绿色蝶变
Jin Rong Shi Bao· 2025-08-12 02:34
Group 1: Core Insights - Chongqing's Changshou District is a significant chemical industry base in Western China, facing financing challenges due to its "high energy consumption, high pollution" label during the green transition [1] - The People's Bank of China (PBOC) Changshou Branch is actively promoting transformation finance to support the local chemical industry's green transformation through policy guidance and product innovation [2] Group 2: Policy Standards - In 2024, the Central Committee of the Communist Party of China and the State Council issued guidelines for accelerating the green transformation of the economy, emphasizing the need for transformation finance standards [2] - The PBOC Changshou Branch has developed transformation finance standards for the organic chemical raw materials manufacturing industry, collaborating with local environmental departments and financial institutions [2] Group 3: Activation of Green Development - Chongqing Xinxin Fine Chemical Co., Ltd. faced financing difficulties for process improvements but received a tailored financial support plan from local banks, securing a credit of 120 million yuan and a carbon-linked transformation loan of 31 million yuan [3] - The company can save approximately 300,000 yuan annually in financial costs by achieving carbon reduction targets and benefiting from interest rate discounts [3] Group 4: Financial Support for Transformation - Changfeng Chemical Industry Co., Ltd., the world's largest benzophenone producer, received a 10 million yuan transformation credit loan linked to its carbon account, facilitating its green transformation efforts [4] - The company has reduced carbon emissions by 2,000 tons annually and saved 330,000 yuan in wastewater treatment costs through technological upgrades [4] Group 5: Industry Green Revitalization - Chongqing Enliji Investment Co., Ltd. faced challenges in upgrading its high-energy gas boiler system but successfully obtained a 35 million yuan transformation loan to initiate the project [6] - The project not only significantly reduced carbon emissions but also improved energy utilization and met the energy demands of the industrial park [6] Group 6: Transformation Finance Impact - As of June 2025, a total of 279 million yuan in transformation loans have been issued in the region, with green loan balances increasing at a rate of over 20% [6] - More chemical companies in the Changshou District are transitioning towards a low-carbon future, shedding their "gray-black" image for a "green" one [6]