公司问答丨利民股份：公司代森锰锌订单充足与拜耳的长期供货合同执行情况正常

格隆汇08-26

有投资者在互动平台向利民股份提问，杀菌剂代森锰锌是公司核心盈利板块，除草剂板块目前毛利率为负持续承压，杀虫剂收入也出现下滑。请问草铵膦行业整治之后，除草剂板块何时有望实现盈利修复？代森锰锌海外主要是巴西市场，下游种植需求、订单目前情况如何？拜耳16亿元长期供货合同执行进度如何，预计对2026全年业绩贡献多少？利民股份回复称，除草剂板块的盈利修复节奏，其核心取决于市场供需关系。公司代森锰锌订单充足...

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公司问答丨利民股份：公司代森锰锌订单充足 与拜耳的长期供货合同执行情况正常

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公司问答丨利民股份：公司代森锰锌订单充足与拜耳的长期供货合同执行情况正常