利民股份(002734) - 利民股份投资者关系管理信息

Group 1: Company Strategy and Performance - The company focuses on core business development and expansion, aiming for significant improvements in operational capabilities and profitability [1] - A strategic emphasis on "biological synthesis" technology and green development principles is established, creating a three-pronged industry structure [1] - The company plans to capitalize on industry recovery and increasing domestic and international demand to enhance operational performance [1] Group 2: Product Pricing and Market Dynamics - The price of the product "Bacillus" has increased from approximately 15,000 RMB to 26,000 RMB, reflecting a 70% rise [2] - The company’s production capacity for "Bacillus" is 30,000 tons, with global supply around 70,000 tons, primarily concentrated in Jiangsu, China [2] - The market for "Abamectin" has seen a price increase of nearly 30%, from 350,000-360,000 RMB to 460,000 RMB [2] Group 3: Market Demand and Supply - Demand for "Bacillus" is particularly strong in South America, driven by climate conditions leading to fungal diseases [3] - The company has a low inventory level for "Bacillus," indicating a tight supply-demand balance [3] - The domestic market for "Bacillus" is expected to become active from December to January, with a current focus on exports [2] Group 4: Brand and Market Expansion - The company is enhancing its market presence through participation in industry conferences and targeted customer visits in Europe and Southeast Asia [2] - Digital marketing efforts have been intensified, with over 211 videos published and several live broadcasts conducted to promote key products [2] - The company has registered 254 pesticide products domestically, with ongoing efforts to expand its product registration [2] Group 5: Future Outlook and Challenges - The company anticipates continued growth in the market for "Bacillus" and "Manganese Zinc" due to their unique protective properties [3] - Challenges include maintaining competitive pricing in the herbicide market, where prices are currently at historical lows [3] - Plans for overseas market expansion include establishing subsidiaries and enhancing management capabilities to support international operations [3]