国光股份(002749) - 002749国光股份投资者关系管理信息20250617

Group 1: Financial Performance - In Q1 2025, the company achieved a revenue of 385 million CNY, representing a year-on-year growth of 5.23% [3] - The pesticide segment generated a revenue of 249 million CNY, with a net profit of 79 million CNY, marking a 16% increase [3] - Fertilizer revenue reached 120 million CNY, reflecting a growth of 14.28% [3] - The overall gross margin was 46.25%, an increase of 2.42% compared to the previous year [3] Group 2: Growth Drivers - The growth in Q1 2025 was driven by the expanded influence of the company's comprehensive crop solutions and increased promotion area [3] - Sales volume and revenue of high-margin core products, such as plant growth regulators and water-soluble fertilizers, also contributed to the revenue growth [3] Group 3: Product Insights - The high gross margin of plant growth regulators is attributed to a diverse product range, low product homogeneity, and high technical content [5] - The company has a rich accumulation of application technology and unique technical services, enhancing its gross margin [5] Group 4: Shareholder Returns - The company plans to implement a mid-year dividend scheme for 2025, with at least two dividend distributions expected this year [5] - The 2024 annual shareholder meeting approved the 2025 mid-term dividend plan, aligning with the three-year shareholder return strategy (2024-2026) [5] Group 5: Market Position - In 2024, the sales revenue of plant growth regulators was approximately 880 million CNY, showing an 11.33% increase compared to 2023, outpacing the overall industry growth rate [5]