Fertilizers and Agricultural Chemicals

LMGF

LMGF released FY2026 Q1 earnings on April 23 After-Market (BJT), actual revenue CNY 1.328 B, actual EPS CNY 0.28

LMGF to Release FY2026 Q1 Earnings on April 24 After-Market (BJT)

LMGF released FY2025 Q4 earnings during market hours on April 16 (BJT), actual revenue CNY 927.77 M, actual EPS CNY 0.213

LMGF released FY2025 Annual Earnings on April 16 During-Market (BJT), Actual Revenue CNY 4.527 B (Forecast CNY 5.251 B), Actual EPS CNY 1.17 (Forecast CNY 1.14)

LMGF to Release FY2025 Annual Earnings on April 17 During-Market (BJT), Forecast Revenue CNY 5.251 B, EPS CNY 1.14

LMGF released FY2025 Q3 earnings on October 30 After-Market (BJT), actual revenue CNY 1.147 B, actual EPS CNY 0.2609

LMGF released FY2025 9 Months Earnings on October 30 After-Market (BJT), Actual Revenue: CNY 3.599 B, Actual EPS: CNY 0.8575

LMGF FY2025 Q3 Earnings Release on October 31, After-Market (BJT)

LMGF released FY2025 Q2 earnings on August 14 After-Market (BJT), actual revenue CNY 1.241 B, actual EPS CNY 0.3466

LMGF released FY2025 Semi-Annual Earnings on August 14 After-Market (BJT), actual revenue CNY 2.452 B, actual EPS CNY 0.6

LMGF FY2025 Semi-Annual Earning Release on August 15, 2025 (BJT)

Limin Shares Executives Sell 280,000 Shares

Limin Co. executives increase holdings of convertible bonds

Limin Co., Ltd. Sees Significant Year-over-Year Improvement in Performance

Limin Corporation's Net Profit Expected to Increase by 719.25% to 782.27% in H1

Controlling Shareholder of Limin Co. Plans to Reduce Shareholding

Senior Executives of Limin Co. Reduce Shareholdings

Kaiyuan Securities Issues Buy Rating Report on Limin Co.

Opening Securities Issues Buy Rating Report on Limin Co.

Director and Senior Executives of Limin Co. Reduce Shares

Ordinary dividend (cash)

Ex Date: 2026.05.22, Cash dividend 0.45 CNY

002734

On March 17th, LMGF issued a price adjustment notice, stating that the increase in prices of raw materials such as the petrochemical industry chain and corn starch has led to an increase in production costs. The company has decided to raise the selling prices of Daiseng manganese zinc raw materials and related formulations by 10%-15%, the selling prices of the Avermectin series raw materials and related formulations by 5%-10%, and the selling prices of other raw materials and related formulations with significant cost increases by 5%-15%

Wallstreetcn

LMGF raises prices on some products

516810

BAYRY

159825

FTAG

VEGI

Shares of Limin Group surged by the daily trading limit after securing a CNY1.6 billion (USD230 million) order from Bayer Crop Science. The company will supply agricultural chemicals worth at least CNY800 million (USD116 million) over three years, with potential for a contract extension. This deal is expected to significantly impact Limin's financial results, representing nearly 19% of its projected 2024 revenue. Limin's main products include fungicides, which account for half of its revenue, and it has a strong partnership history with Bayer.

Yicai

ChinaAMC CSI Agriculture Theme ETF

Bayer

Fullgoal CSI Agriculture Theme ETF

Invesco DB Agriculture FD ETF

VanEck Agribusiness ETF

First Trust Indxx Global Agri

iShares MSCI Agriculture Producers ETF

Chinese Chemicals Firm Limin Soars by Limit on USD230 Million Order From Bayer Crop Science

LMGF expects its net profit attributable to shareholders for the first three quarters of 2025 to be between 384 million yuan and 394 million yuan, a year-on-year increase of 649.71%-669.25%. The growth in performance is mainly attributed to the increase in sales and prices of its main products, improved gross profit margin, and increased investment income from the improved performance of its affiliated companies

Zhitong

LMGF issued a preliminary profit increase announcement, expecting the net profit attributable to the parent company for the first three quarters to be between 384 million yuan and 394 million yuan, an increase of 649.71%-669.25%

On August 21st, LMGF had a block trade of 3.7152 million shares, with a transaction amount of 70.663 million yuan, accounting for 5.34% of the total transaction amount that day. The transaction price was 19.02 yuan, which is a discount of 11.2% compared to the market closing price of 21.42 yuan

LMGF conducted a block trade today at a discount, with 3.7152 million shares traded and a transaction amount of 70.663 million yuan

LMGF released its semi-annual report for 2025, with operating revenue of 2.452 billion yuan, a year-on-year increase of 6.69%; net profit attributable to the parent company of 269 million yuan, a year-on-year increase of 747.13%; net profit excluding non-recurring gains and losses of 257 million yuan, a year-on-year increase of 804.41%; basic earnings per share of 0.69 yuan

LMGF released its performance for the first half of the year, with a net profit attributable to the parent company of 269 million yuan, a year-on-year increase of 747.13%

LMGF announced that on August 14, 2025, the company received a written resignation letter from Ms. Gao Jun, Vice President and Director of the Operations Center. Ms. Gao resigned for personal reasons, and the resignation will take effect from the date it is delivered to the board of directors. Her resignation will not adversely affect the normal operation of the company, and she does not hold any shares in the company. The company expresses its gratitude for Ms. Gao's contributions during her tenure

LMGF: Vice President Gao Jun resigns

On August 6th, LMGF issued a price adjustment notice. Since the beginning of August, due to factors such as high temperatures and tight raw material supply, the production cost of Mancozeb has further increased. The group has decided, after research, to raise the selling price of Mancozeb raw materials and related formulations by 5% starting from August 6th

LMGF: Since August 6, the price of the Daisen manganese zinc series products has been increased by 5%

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603599

301035

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KaiYuan Securities released a research report stating that the pesticide industry is launching a three-year action plan called "Zheng Feng Zhi Juan" to improve market order, curb involution competition, and enhance product quality. It is expected that by the end of 2027, the industry will effectively curb illegal production and low-price competition, and strengthen corporate compliance awareness. In the short term, the demand for some pesticide products is rebounding, which will help restore profitability. In the medium to long term, this action will assist in reversing the industry's prosperity

GGAC

Cynda

RAINBOW CHEMICAL

LIER CHEMICAL

Open Source Securities: The pesticide industry launches a three-year action plan for "Rectifying Wind and Managing Volume," optimistic about supply optimization aiding profit recovery and economic reversal

LMGF announced that some directors and senior management personnel have completed their commitment to increase their holdings in convertible bonds. Vice Chairman Zhang Qing increased his holdings by 2,050 bonds, amounting to 503,300 yuan; Director and President Fan Zhaohui increased his holdings by 2,340 bonds, amounting to 503,600 yuan; Director Xu Huichao increased his holdings by 2,300 bonds, amounting to 405,000 yuan; Director Chen Xin'an increased his holdings by 1,580 bonds, amounting to 402,900 yuan; Vice President and Chief Financial Officer Shen Shuyan increased her holdings by 1,580 bonds, amounting to 401,300 yuan. The total increase is 9,850 bonds, with a total amount of 2,216,100 yuan

LMGF: Some directors and senior management have fulfilled their commitment to increase their holdings of convertible bonds

Guohai Securities maintains a "Buy" rating on LMGF, expecting a significant year-on-year improvement in performance in the first half of 2025, mainly benefiting from rising product prices and increased sales volume. The company's leading products have a high market share and strong demand, with production operating at full capacity. The second half of the year will enter the sales peak season in the South American market, and the demand for fungicide products is expected to continue to rise. In addition, the company is accelerating the construction of its R&D platform to enhance product performance and production economics. Based on the improved prosperity of core products, the profit forecast has been adjusted

Guohai Securities: Maintains "Buy" rating on LMGF, with significant year-on-year improvement in performance for the first half of the year

LMGF(002734.SZ)