农用杀虫剂

Search documents
研报掘金丨华鑫证券:予利民股份“买入”评级,杀菌剂业务稳健增长
Ge Long Hui· 2025-08-27 10:02
格隆汇8月27日|华鑫证券研报指出,利民股份作为国内杀菌剂行业的领军企业,公司2025年上半年农 用杀菌剂、农用杀虫剂销量保持增长。农用杀菌剂上半年实现营收12.40亿元,同比增长12.36%,占总 营收比重50.57%。巴西农产品种植面积增加及病菌灾害频发,推动杀菌剂和杀虫剂需求较高。公司已 在巴西市场成功获得代森锰锌、苯醚甲环唑、嘧菌酯、丙硫菌唑和硝磺草酮五项原药的自主登记。在国 内市场,公司通过江苏、河北、内蒙古等五大差异化定位的生产基地持续强化区域布局,进一步降低生 产成本,提升价格弹性。公司近年来在生物农药领域的研发工作取得了多项实质性进展,特别是在微生 物合成技术的应用方面。公司依托德彦智创平台,借助AI工具构建算力平台、数据平台、靶标数据库 及靶标资源平台,显著提升了创制化合物的开发效率,并缩短了新化合物的筛选周期。当前股价对应 PE分别为23.0、20.1、16.0倍,给予"买入"投资评级。 ...
利民股份(002734):杀菌剂业务稳健增长 聚焦技术创新与市场拓展
Xin Lang Cai Jing· 2025-08-27 08:38
利民股份发布 2025 年半年度业绩报告: 2025 年上半年公司实现营业收入24.52 亿元,同比增长 6.69%;实现归母净利润2.69 亿元,同比增长747.13%。Q2 单季度公司实现营业收入12.41 亿元,同比 下滑5.10%,环比增长2.52%;实现归母净利润1.61 亿元。 投资要点 杀菌剂业务稳健增长,国内外市场布局强化竞争力 作为国内杀菌剂行业的领军企业,公司2025 年上半年农用杀菌剂、农用杀虫剂销量保持增长。农用杀 菌剂上半年实现营收12.40 亿元,同比增长12.36%,占总营收比重50.57%。农用杀虫剂上半年实现营收 7.48 亿元,同比增长5.19%,占总营收30.51%。公司上半年积极推动海外市场拓展,海外市场营收同比 增加22.42%,占公司份额达到34.57%,较去年同期增加4.44 个百分点。巴西农产品种植面积增加及病 菌灾害频发,推动杀菌剂和杀虫剂需求较高。公司已在巴西市场成功获得代森锰锌、苯醚甲环唑、嘧菌 酯、丙硫菌唑和硝磺草酮五项原药的自主登记。在国内市场,公司通过江苏、河北、内蒙古等五大差异 化定位的生产基地持续强化区域布局,进一步降低生产成本,提升价格弹性。 ...
利民股份(002734):公司事件点评报告:杀菌剂业务稳健增长,聚焦技术创新与市场拓展
Huaxin Securities· 2025-08-27 07:27
| 基本数据 | 2025-08-26 | | --- | --- | | 当前股价(元) | 21.23 | | 总市值(亿元) | 94 | | 总股本(百万股) | 441 | | 流通股本(百万股) | 400 | | 52 周价格范围(元) | 6.6-23.37 | | 日均成交额(百万元) | 492.08 | 2025 年 08 月 27 日 杀菌剂业务稳健增长,聚焦技术创新与市场拓展 —利民股份(002734.SZ)公司事件点评报告 买入(维持) 事件 | 分析师:张伟保 | S1050523110001 | | --- | --- | | zhangwb@cfsc.com.cn | | | 联系人:高铭谦 | S1050124080006 | | gaomq@cfsc.com.cn | | 市场表现 -50 0 50 100 150 200 250 300 (%) 利民股份 沪深300 资料来源:Wind,华鑫证券研究 相关研究 1、《利民股份(002734):技术与 战略并驾,多维布局静候春耕旺 季》2025-05-06 利民股份发布 2025 年半年度业绩报告: 2025 年上半年公司 ...
利民股份跌2.03%,成交额6.04亿元,主力资金净流出8974.59万元
Xin Lang Zheng Quan· 2025-08-25 06:19
8月25日,利民股份盘中下跌2.03%,截至13:14,报20.74元/股,成交6.04亿元,换手率7.22%,总市值 91.47亿元。 资金流向方面,主力资金净流出8974.59万元,特大单买入2226.17万元,占比3.69%,卖出8329.08万 元,占比13.80%;大单买入1.31亿元,占比21.68%,卖出1.60亿元,占比26.43%。 利民股份今年以来股价涨168.55%,近5个交易日跌2.40%,近20日涨8.81%,近60日涨14.71%。 今年以来利民股份已经6次登上龙虎榜,最近一次登上龙虎榜为6月20日,当日龙虎榜净买入2477.86万 元;买入总计1.69亿元 ,占总成交额比9.30%;卖出总计1.44亿元 ,占总成交额比7.94%。 利民股份所属申万行业为:基础化工-农化制品-农药。所属概念板块包括:小盘、年度强势、QFII持 股、融资融券、合成生物等。 截至6月30日,利民股份股东户数6.92万,较上期增加224.71%;人均流通股5774股,较上期减少 62.27%。2025年1月-6月,利民股份实现营业收入24.52亿元,同比增长6.69%;归母净利润2.69亿元,同 比增长 ...
利民股份(002734):公司事件点评报告:技术与战略并驾,多维布局静候春耕旺季
Huaxin Securities· 2025-05-06 14:38
Investment Rating - The report assigns a "Buy" rating for the company, marking it as the first recommendation [1][8]. Core Insights - The company achieved a total revenue of 4.237 billion yuan in 2024, with a slight year-on-year growth of 0.32%, while the net profit attributable to shareholders reached 81 million yuan, reflecting a significant increase of 31.11% [4]. - In Q1 2025, the company reported a total revenue of 1.211 billion yuan, showing a year-on-year growth of 22.28% and a quarter-on-quarter growth of 35.57%. The net profit attributable to shareholders surged to 108 million yuan, marking a year-on-year increase of 1373.23% and a quarter-on-quarter increase of 258.81% [4]. Summary by Sections Revenue and Market Performance - The company's overall revenue remained stable in 2024, with a notable divergence between domestic and international markets. The domestic market faced pressure due to intensified competition and fluctuations in agricultural product prices, leading to a 1.30% decline in revenue. In contrast, the international market contributed 1.436 billion yuan, accounting for 33.89% of total revenue, with a year-on-year increase of 3.64% [5]. Production Capacity and Cost Management - The company has a production capacity of 132,700 tons for formulations and 110,200 tons for active ingredients, with utilization rates of 85.98% and 78.86% respectively. Although the capacity remains industry-leading, the utilization rates are relatively low. The gross margins for key products, including agricultural fungicides, insecticides, and veterinary drugs, improved year-on-year, standing at 27.54%, 15.06%, and 21.46% respectively [5]. Research and Development - The company increased its R&D investment to 162 million yuan in 2024, with a 9.56% rise in the number of R&D personnel. The establishment of a synthetic biology laboratory and the development of new products, such as herbicide intermediates and fungicides, are expected to drive future growth [6][7]. Profit Forecast - The company is projected to achieve net profits of 260 million yuan, 374 million yuan, and 462 million yuan for the years 2025, 2026, and 2027 respectively, with corresponding price-to-earnings ratios of 21.3, 14.8, and 11.9 [8][10].