Lier Chemical (SZ:002258)2025-09-18 05:58Group 1: Company Performance - The company's performance in the first half of 2025 improved due to an increase in sales volume and prices of certain products, as well as cost reduction and efficiency gains, resulting in a year-on-year performance increase [2] - Despite the overall market being oversupplied, some products in the pesticide industry have shown improved supply and demand conditions, indicating a positive trend in industry development [2] Group 2: Market Outlook - The company remains optimistic about the future development of glyphosate and refined glyphosate, as market demand continues to grow despite fierce competition [2][3] - The refined glyphosate project in Jingsu has been put into production, with a capacity of 20,000 tons per year [3] Group 3: Strategic Plans - The company plans to accelerate the registration and market layout of refined glyphosate in multiple overseas countries, leveraging its position as the largest producer of refined glyphosate in China [3] - The company aims to strengthen strategic partnerships with key customers and enhance the development of new product registrations [3] Group 4: Regulatory Impact - The new policy "One Certificate, Same Standard" announced by the Ministry of Agriculture and Rural Affairs is expected to improve the quality and compliance of raw materials in the pesticide market, potentially leading to increased market concentration and the elimination of weaker competitors [3]