What is the performance list of listed pesticide companies in 2018?

Outstanding annual performance is an important indicator to measure the results of the market work of an enterprise, and it is also a barometer of the development of the industry that the enterprise intuitively reflects
.
In the beginning of the year, various agrochemical companies have successively released annual performance forecasts.
What is the performance list of domestic listed pesticide companies in 2018? Numbers are the best example
.
Compared with the gold absorption capacity of listed fertilizer companies, the annual report cards of listed pesticide companies are also very eye-catching
.
As of February 18, 17 listed pesticide companies have successively released their 2018 annual performance forecasts, with profits, losses, contrarian trends, and declines intertwined
.
Among them, the pesticide leader Xin'an Chemical led the way with a performance of 1.
3 billion yuan, followed by Nopson with a performance of 401 million yuan, and developed steadily; while Huifeng is expected to lose nearly 480 million due to internal and external factors such as environmental protection.
Qianjiang Biochemical The loss was nearly 45 million
.
Between the increase and the loss, the judgement is made, and the cold and warm are self-knowledge
.
The editor has compiled the performance reports of the current 17 listed pesticide companies in 2018.
Let us focus on who is the industry's gold attractor in 2018 and who will be booming in 2019? ??? Nopson: Net profit in 2018 was 3.
39-401 million yuan, an increase of 10.
00%-30.
00% year-on-year.
??? Nopson released its 2018 annual report performance forecast.
It is estimated that the company’s net profit attributable to shareholders of listed companies from January to December 2018 is 339 million to 401 million yuan, a year-on-year increase of 10.
00% to 30.
00%
.
??? In the announcement, Nuopuxin said that the growth in performance was due to the increase in sales of the main business and the increase in the number of controlling distributors, which included consolidated revenue and increased profits
.
??? Xin'an shares: 2018 net profit of 1.
22 to 1.
3 billion yuan, an increase of 129% to 144% year-on-year ??? Xin'an shares expects that the net profit attributable to shareholders of listed companies in 2018 will be between 1.
22 billion and 1.
3 billion yuan, an increase of 129% to 144%
.
??? The growth is due to the company's leading product silicone prices in the first three quarters of 2018, compared with the same period of the previous year, a substantial increase, the fourth quarter product prices fell and stabilized
.
The second is that the company actively optimizes business strategies, continuously adjusts product structure and customer structure, and seizes policy opportunities such as national supply-side structural reforms.
Through capacity maximization, supply chain optimization, and market rhythm, production and sales are compared with the previous year.
Compared with the same period, there was a substantial increase
.
??? Yangnong Chemical: In 2018, its net profit was 903 million yuan.
The growth was due to the maintenance of the pyrethroid boom.
In 2018, the net profit of Yangnong Chemical increased by 57%.
The company is expected to achieve a net profit of 903 million yuan attributable to its parent in 2018.
YOY+57%), slightly lower than market expectations
.
Among them, the Q4 company realized a net profit of 117 million yuan attributable to the parent (YOY-30.
36%)
.
The high growth in annual performance was mainly due to the continuous increase in the price of pyrethroid under the high pressure of environmental protection.
The company's industrial chain was fully benefited.
At the same time, the international demand was booming, and the production capacity of dicamba and pyrethroid continued to increase
.
??? Hailier: The growth is due to the simultaneous growth of original drugs, preparations and exports.
Hailier expects that the net profit attributable to shareholders of listed companies in 2018 will increase by 85 million yuan to 172 million yuan, an increase of 30% year-on-year To 60%
.
It is expected that the net profit attributable to shareholders of listed companies in 2018 will increase by 85 million yuan to 172 million yuan compared with the same period of the previous year (statutory disclosure data), an increase of 30% to 60% year-on-year
.
??? The expected increase in performance is mainly due to the impact of the main business.
The company's original medicine, preparations and export business in 2018 have achieved good growth
.
??? Lier Chemical: The growth is due to the capacity release of the glufosinate-ammonium project and the growth of the preparation business??? Lier Chemical released its 2018 performance report.
In 2018, it achieved operating income of 4.
03 billion yuan, a year-on-year increase of 30.
5%, and it was returned to the parent net.
The profit was 580 million, a year-on-year increase of 45.
2%, and the EPS was 1.
11 yuan, basically in line with expectations
.
??? The substantial increase in performance mainly comes from two aspects
.
First, the company's production capacity for projects such as glufosinate ammonium has been gradually released, and the income of pesticide technical materials has increased significantly.
Second, the company's pesticide preparation business income has also increased significantly, and the proportion of exports has increased
.
The fourth quarter results were basically in line with expectations, and were affected by the subsidiary safety incident
.
The company's annual performance still fell within the previous annual performance forecast range, basically in line with expectations
.
??? On October 15, 2018, Guanganlier's 1,000-ton flumipropin technical production line and supporting facilities construction project was fully put into operation
.
Waiting for the release of production capacity in Guang'an base
.
In October 2018, the company issued convertible bonds.
The funds raised from the issuance of convertible bonds were 852 million yuan for the construction of an annual production of 10,000 tons of glufosinate-ammonium, 1,000 tons of epoxiconazole, and 1,000 tons of fluroxypyr technical
.
The three major projects will gradually release production capacity from 2018, which is the company's 2018-2020 performance growth point
.
??? Guoguang: Increased promotion of key characteristic products to boost performance growth??? Guoguang issued a 2018 performance forecast, and the company's 2018 annual net profit is expected to be 185 million to 232 million, compared to 1.
85 in the same period last year 100 million yuan, a year-on-year change of 0% to 25%
.
??? Performance changes are mainly affected by macroeconomic policies such as environmental protection.
The prices of raw and auxiliary materials have generally risen and the supply is tight.
In this difficult environment, the company has strengthened the promotion of key specialty products and achieved a certain degree of growth in performance
.
??? Limin shares: profit growth brought about by the rising volume and prices??? Limin shares expects the company's net profit for 2018 to be 185 million to 206 million yuan, compared with 137 million yuan in the same period last year, a year-on-year increase 35%～50%
.
The main reason is that the market demand for the products of the company and its shareholding companies continues to grow, and the profit growth brought about by the rising volume and price
.
??? Huifeng shares: the loss was caused by the shutdown of environmental protection and the closure of Huatong Chemical ??? Huifeng estimates that the net profit attributable to the listed company in 2018 will be a loss of 380 to 480 million yuan, and the net profit attributable to the shareholders of the listed company A decrease of 61.
96%-69.
57% over the same period of the previous year
.
??? Huifeng’s announcement stated that the year-on-year decrease in loss of net profit was mainly due to the company and related subsidiaries’ suspension of production and remediation due to environmental protection incidents, and the closure of Huatong Chemical, which may lead to asset impairment.

.
??? Qianjiang Biochemical: annual loss of 0.
35-45 million yuan??? Qianjiang Biochemical expects that the net profit attributable to shareholders of listed companies in 2018 will be a loss compared with the same period of the previous year (statutory disclosure data).
The net profit attributable to shareholders of listed companies is -0.
35 to 45 million yuan
.
??? The main reasons for the pre-loss performance are: 1.
Long-term equity investment income-29,300,000 yuan, of which Zhejiang Qianjiang Mingshida Optoelectronics Technology Co.
, Ltd.
is an associate company-23.
9 million yuan, and Pinghu Chengtai Real Estate Co.
, Ltd.
-5.
4 million yuan RMB; 2.
Provision for impairment of fixed assets of RMB 11,208,700 was made
.
??? Summary: The overall recovery of the pesticide industry, and environmental protection is still the metal texture dividing line for the company's big exam in 2019??? Judging from the performance forecasts released by the above-mentioned 17 listed pesticide companies, 90% have achieved growth and the overall recovery
.
Under the crisis of agricultural resources, everyone survived, survived, and lived well, not as miserable and bad as the outside world imagined
.
??? From the main factors affecting the performance growth of many profitable listed companies, it is not difficult to find a commonality: the performance is driven by the increase in the price of raw materials affected by the new pesticide policy, environmental protection and other macro policies
.
??? Environmental protection is the biggest hot word of the year that stirs up the industry structure in 2018, and the rise in raw material prices due to its linkage effect has created brilliant results for many companies, especially companies with abundant raw materials in this wave of dividends Benefit the most
.
??? In addition, many pharmaceutical companies have also used this price surge to expand production capacity, adjust product structure, mergers and acquisitions, etc.
to achieve both volume and price increases, driving performance soaring
.
??? On the other hand, the main reason for loss-making enterprises is naturally related to the impact of the New Pesticide Policy, environmental protection and other macro policies, and of course, there are some objective reasons of their own
.
??? Numbers prove everything, numbers do not mean everything! The annual report card can only show that some people are destined to see the stars and others to see the dust
.
??? There is no end to the trend.
Under the extraordinary wind and rain of this year, whether it is a listed company or a general pharmaceutical company, it has been hard! ??? I hope that all pesticide entities can see the pros and cons from the transcripts: the profitable ones, guard against arrogance and rashness, and devote themselves to deep cultivation; the ones that make losses, self-examination, and catch up.

.
??? Everything in the past is a prologue, no winter is insurmountable, the results are done and spelled out! ??? Crushing into 2019, the pesticide industry is still full of uncertainty, but there is still much to do.
I hope that all pesticide entities can "behave in compliance with the rules", uphold their original intentions, and have a lot to do!