（编辑 姚尧） 证券日报网讯 12月29日，海利尔在互动平台回答投资者提问时表示，公司吡虫啉、呋虫胺原药市场面 向国内外核心客户，提供全链条植保服务，依托"原药+制剂"一体化优势，为水稻、小麦、果树等主流 作物提供病虫草害全周期防控解决方案。 ...

Core Viewpoint - The company, Hailier (603639.SH), currently does not produce the active ingredient for four-fluoro ether pyrethroid and has no specific mosquito control formulations [1] Group 1: Product Information - The company's active ingredients, imidacloprid and acetamiprid, have certain efficacy against mosquitoes [1] - The project for producing 1,500 tons of acetamiprid annually in Qingdao Hengning is set to enter trial production in December 2024 [1] - Combined sales revenue from imidacloprid and acetamiprid is expected to account for less than 10% of the company's total revenue in 2024 [1]

Group 1 - The company's revenue and profit both increased, with a revenue of 2.083 billion yuan, a year-on-year growth of 7.28%, and a net profit of 42.28 million yuan, a year-on-year increase of 117.75% [1] - The company's export sales reached 1.087 billion yuan, a year-on-year growth of 19.61%, accounting for over 52% of total revenue, showcasing the depth of its global layout [1] - The company's production capacity utilization rate improved from 52% in 2024 to 95% through optimization and upgrades, including a 40% increase in unit area capacity [1] Group 2 - The company terminated the glyphosate project, releasing 120 million yuan for R&D and high-potential product development, reflecting its accurate judgment of industry cycles [2] - New investment projects focus on high-growth fungicides and insecticides, including a 1,000-ton production of prothioconazole, with a projected annual net profit of 30.16 million yuan [2] - The new projects align with the EU REACH regulations and have received international sustainability certification, supporting the company's strategic ambition towards "green pesticides 2.0" [2] Group 3 - The company's semi-annual report indicates a transformation in the Chinese pesticide industry from "scale expansion" to "value creation," reshaping the competitive landscape [3] - The industry is undergoing a supply-side revolution, focusing on efficient and low-toxicity products, which may open pathways for Chinese agrochemical companies to access the high-end global value chain [3]