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Sichuan Guoguang Agrochemical (002749.SZ): The current production capacity can meet the development needs for the foreseeable future.
Guolonghui, December 6th | Sichuan Guoguang Agrochemical (002749.SZ) stated in a recent investor relations event that the company's current production capacity is able to meet the future development needs for a period of time. After the completion and commissioning of the convertible bonds project and the bulk drug project under construction, the company's self-sufficiency and production capacity of bulk drugs will be greatly improved. In addition, the company will actively and prudently participate in industry consolidation to enhance the company's industry competitiveness.
The daily sales of the product reached 18 million GMV. E-commerce concept stocks achieved three consecutive board limits this week, with institutions conducting intensive research on related listed companies.
①Nanji E-commerce released institutional research notes on Friday, stating that Nanji Ren's luxury series has a daily sales volume of 18 million GMV recently. A hundred good brands have already expanded to channels such as Douyin, Alibaba, vipshop, etc. In terms of the secondary market, Nanji E-commerce closed with a 3-day consecutive limit up on Friday.
Express News | The latest research route map of institutions has been released, with Chow Tai Seng being the most focused.
sichuan guoguang agrochemical (002749.SZ): The formulation production capacity is about 0.089 million tons, with a capacity utilization rate of less than 40%.
Gelonghui, November 22nd | Sichuan Guoguang Agrochemical (002749.SZ) stated in recent investor relations activities that the company's formulation production capacity is about 0.089 million tons, with a capacity utilization rate of less than 40%, relatively surplus; the capacity utilization rate of water-soluble fertilizer has reached 100%, and the convertible bonds project with an annual output of 50,000 tons of water-soluble fertilizer is under construction; compound fertilizer is basically solved through processing by commission.
Sichuan Guoguang Agrochemical (002749.SZ): The entire field solution for DaTian crops has a slightly higher proportion of compound fertilizers, resulting in a slightly lower gross margin.
GAC Group (002749.SZ) received a specific inquiry on November 5, 2024, regarding the gross margin of the full-service solution for crops the company has been promoting since 2023. The company stated that for field crops, the full-service solution has a slightly lower gross margin due to a higher proportion of compound fertilizers; whereas for cash crops, the full-service solution, focusing on regulators and water-soluble fertilizers, has a slightly higher gross margin compared to field crops.
sichuan guoguang agrochemical (002749.SZ): Most of the plant growth regulators' active ingredients are self-produced, with a few active ingredients needing to be purchased externally.
Gelonghui November 7th, Sichuan Guoguang Agrochemical (002749.SZ) accepted a specific investigation on November 5, 2024, regarding whether the main raw material of the company's plant growth regulators is self-produced or purchased externally. The company stated that most of the raw materials for plant growth regulators are self-produced, with a few raw materials needing to be purchased externally.