Lier Chemical (SZ:002258)2025-05-30 06:08Group 1: Company Performance - The company's Q1 2025 performance improved due to increased sales volume and prices, along with cost reduction efforts, resulting in a year-on-year growth [2] - The agricultural pesticide industry is showing signs of improvement in supply and demand, although competition remains fierce and prices are still low [2] Group 2: Sales and Market Impact - In 2024, international sales accounted for 47% of the company's revenue, with exports to over 30 countries including the USA, Canada, Brazil, Argentina, Australia, and India [3] - The company’s main raw materials were exempt from the previous "reciprocal tariffs" imposed by the US, and recent adjustments in US-China tariff policies are expected to have minimal short-term impact [3] Group 3: Future Plans and Developments - The company is focused on completing key projects in Jingzhou and Yueyang on schedule and accelerating product registration [2] - The chlorantraniliprole project is progressing well, with a 5,000 tons/year production facility under construction [3] - The enzyme-based precision glyphosate project in Hunan has been commissioned and is operating normally [3] Group 4: Corporate Governance and Acquisitions - The company is in communication with its controlling shareholder regarding potential changes, which will follow necessary approval processes [3] - The acquisition of Shandong Huimeng is still in the due diligence phase, with information disclosure to be handled according to regulations [3]