新农股份(002942) - 2025年3月5日投资者关系活动记录表

Group 1: Market Overview - The recent price increase of the pesticide chlorpyrifos is attributed to tight supply from upstream intermediates and a peak stocking season in Q1, leading to a rise in raw material prices [2] - Global demand for chlorpyrifos is approximately 40,000 tons, with a projected global sales revenue of about $5 billion in 2023, primarily used in rice, grains, and corn [2][3] Group 2: Company Production and Strategy - The company's chlorpyrifos production capacity is 6,500 tons, and it is currently operating at full capacity to meet domestic and international demand [2] - The company adheres to an "integrated development model centered on formulation business," with a focus on the fungicide product "Bisheng®" and continuous improvement in technical marketing services [4] Group 3: International Expansion - The overseas expansion of the thiazole zinc formulation is a strategic focus, particularly in the Southeast Asian rice market, with partnerships established with multinational companies and local distributors [5] - The company is actively registering products in 11 countries for thiazole zinc, having obtained 27 registration certificates in 9 countries [5] Group 4: Research and Development - The successful development of the fungicide "Bisheng®" demonstrates the company's capability in product creation and industrialization [6] - The company is focusing on the bactericide sector, building a product system centered on "Bisheng®" and strategic products like "Birui®" and "Green Health Extract®" [6] - Biological pesticides are a key strategic focus for the company, aiming for a synergistic development between biological and chemical pesticides [6]