The world's largest pesticide patent is about to expire, and leading stocks have risen by more than 40% in 7 days.

The world's largest pesticide patent is about to expire, and many domestic companies have laid out their plans.

After the huge loss of10 billion yuan, ST HNA threw out the plan of10 billion yuan.

On the evening of August 1 1, HNA Holdings (ST HNA) issued a plan to increase its income, and it plans to invest in Han Wei to raise no more than108.7 billion yuan, all of which will be used to supplement the working capital after deducting the issuance expenses. The number of A shares in this non-public offering is 9.972 billion shares, which does not exceed 30% of the company's total share capital before issuance. The fixed price is 1.09 yuan/share, which is nearly 24% lower than yesterday's closing price.

ST HNA announced that the target of this issue is Han Wei Investment, a wholly-owned subsidiary established by HNA Aviation Group, the holding subsidiary of Fangda Airlines, the controlling shareholder of the company. The announcement suggests that after this fixed increase, the controlling shareholder of the company is changed from Fangda Airlines to Han Wei Investment, and the actual controller is still Fang Wei.

For the purpose of fixed increase, the company said, first, the controlling shareholder provides financial support to boost market confidence and provide guarantee for the company's business development; The second is to improve the capital structure and improve the company's ability to resist risks and financial stability.

It is noteworthy that this is the first time that the financing plan has been disclosed after the HNA thunderstorm. The company's last fixed increase dates back to September 20 16, when it raised 164 billion yuan, which was the fourth fixed increase since the company went public.

ST HNA has disclosed the forecast of the semi-annual report, and the loss range in the first half of the year is119.5 billion yuan to129.6 billion yuan, which means that the 108 billion yuan raised this time cannot make up for the loss in the first half of the year.

Based on the upper limit of forecast net profit, ST HNA's loss in the first half of the year ranked third after Air China in China and China Eastern Airlines in China, and China Southern Airlines also lost more than 10 billion in the first half of the year. In the first half of the year, affected by the epidemic, the whole civil aviation industry was in a difficult period. Judging from the seven A-share civil aviation stocks that have issued advance notices, the total losses in the first half of the year ranged from 6 13 billion yuan to 69.8 billion yuan.

Just the day before, ST HNA also announced that it had received the "Notice of Administrative Punishment in advance" from the CSRC, with a total fine of 3 million yuan. The main reason for being punished is that the letter is illegal: as a single company of HNA Group, it lacks independence in financial fund management and control, and the company's related transactions and guarantees are not disclosed.

At the same time, as many as 1 1 executives who signed the annual and semi-annual reports of ST HNA Holdings were punished accordingly. That night, four senior executives of Saint HNA, including the director, vice president and secretary, announced their resignation.

Affected by the bad landing, ST HNA closed at the daily limit yesterday, with the latest price of 1.38 yuan. However, since the beginning of this year, ST HNA's share price has still fallen by more than 25%, which has been halved compared with last year's rebound high.

The patent of the best-selling pesticide product in the world is about to expire.

It is reported that the patent of the star pesticide product chlorantraniliprole (drug name: Kangkuan) of Fumeishi Company expired in August this year. According to the inquiry of China National Intellectual Property Administration, the filing date of this patent is August 13, 2002. According to the invention patent, the term is 20 years, and the deadline is August 13, 2022.

Chlorbenzamide (Kangkuan) is the hottest pesticide on the market at present, and it can be called the highest-selling pesticide in all countries. It is an efficient broad-spectrum insecticide, which can control most pests in chewing mouthparts, especially LEPIDOPTERA pests, and has a good control effect on LEPIDOPTERA Noctuidae, Lycopodidae and so on. In 20 19, the global sales of chlorantraniliprole was $65,438+05.8/kloc-0,000,000 yuan, ranking first among agricultural and pharmaceutical products.

In 2020, the global sales of chlorantraniliprole will be US$ 6543.8+0.725 billion, and the sales of chlorantraniliprole in Fu Mei with patent right will be US$ 6543.8 +0.5 billion, with a market share of 87%. According to 360ResearchReports, the market size of chlorantraniliprole will reach 2.332 billion dollars in 2027, with a compound growth rate of 4.4% from 2026 to 2027.

Leading stocks rose more than 40% in 7 days.

Affected by the expiration of patents, A-share chlorantraniliprole concept stocks have been active recently. Hailier has been trading for seven consecutive days since August 3rd, and for two consecutive days on August 5th and 7th, with a cumulative increase of over 40%. According to public information, the Heilier Hengning project will be built in two phases, and the production capacity after the second phase will be 1 1,000 tons of chlorantraniliprole.

On August 8, the share price of Shanshui Technology rose by 20 cm. Company's 2,3-dichloropyridine is the core raw material of Dupont's star patented pesticide product chlorantraniliprole (also known as Kangkuan), with an existing production capacity of 550 tons and 8000 tons under construction.

The trend of the red sun has been growing all the way, with an increase of 84% this year. The company predicts that in 2025, the company will build a chlorantraniliprole industrial chain with a capacity of 35,000 tons/year.

At present, many domestic companies have laid out the industrial chain of chlorantraniliprole technical products and intermediates, which can form 57,000 tons of technical products and 15050 tons of intermediates after all of them are put into production. By taking advantage of cost advantage and scale bonus, they will seize the market after the patent expires in August 2022. In addition to the above three companies, there are many listed companies that have laid out chlorantraniliprole, as follows:

After the project is completed and put into production, Changqing (Hubei) Biotechnology Co., Ltd., a wholly-owned subsidiary of Changqing Co., Ltd., can produce 65,438+0,000 tons of chlorantraniliprole.

The project of a wholly-owned subsidiary of Guangxin Co., Ltd. was implemented in two phases. After the second phase, the production capacity is 1 1,000 tons of chlorantraniliprole. Novozymes obtained the registration of chlorantraniliprole products.

Lear Chemical said that it has developed a series of new products such as chlorantraniliprole. (Data Lin Bao Mo Lifeng) Statement: All the information in DataBao does not constitute investment advice, and the stock market is risky, so investment should be cautious.

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