| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603336 | 宏连早疏 | 9.85 | 5.80% | 33.20万 | | 3.20亿 | | 300511 | 雪榕生物 | 6.96 | 5.78% | 40.76万 | | 2.77亿 | | 002215 | 诺普信 | 12.10 | 0.92% | - 14.67万 | | 1.76亿 | | 300970 | 华绿生物 | 15.44 | 0.52% | - 4.53万 | | 6945.12万 | | 600883 | 博園科技 | 8.23 | 0.12% | 2.88万 | | 2369.36万 | | 600359 | 新农开发 | 6.ag | -0.29% | 7.01万 | | 4883.77万 | | 601118 | 海南橡胶 | 5.38 | -0.37% | 30.37万 | | 1.63亿 | | 600108 | 亚盛集团 | 3.08 | -0.65% | 35.75万 | | 1. ...

Market Overview - The planting industry sector rose by 0.33% on October 14, with Qiu Le Seed Industry leading the gains [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Stock Performance - Qiu Le Seed Industry (code: 920087) closed at 18.10, up 6.16% with a trading volume of 169,200 shares and a transaction value of 294 million [1] - Other notable performers include: - Shen Nong Seed Industry (code: 681000E) at 4.81, up 2.78% with a volume of 2.06 million shares [1] - Zhongxing Fungi Industry (code: 002772) at 10.47, up 2.05% with a volume of 325,800 shares [1] - Dunhuang Seed Industry (code: 600354) at 6.56, up 2.02% with a volume of 496,000 shares [1] Capital Flow - The planting industry sector experienced a net outflow of 54.07 million from main funds, while retail funds saw a net inflow of 8.37 million [2] - The main funds' net inflow and outflow for specific stocks include: - Shen Nong Seed Industry: net inflow of 37.01 million [3] - Dunhuang Seed Industry: net inflow of 17.90 million [3] - Zhongxing Fungi Industry: net inflow of 17.41 million [3]

从资金流向上来看，当日种植业板块主力资金净流出206.53万元，游资资金净流入5780.89万元，散户资 金净流出5574.36万元。种植业板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600598 | 北大荒 | 5829.83万 | 4.82% | 903.37万 | 0.75% | -6733.20万 | -5.56% | | 300511 | 雪榕生物 | 3809.55万 | 12.35% | -1811.79万 | -5.87% | -1997.75万 | -6.48% | | 601952 苏垦农发 | | 2777.53万 | 15.04% | -1353.53万 | -7.33% | -1423.99万 | -7.71% | | 002041 | 竞海种业 | 709.47万 | 3.46% | 121.55万 | 0.59% | -831.02万 | -4.05% | | ...

Core Viewpoint - The agricultural sector experienced a significant rally in early trading, with multiple companies showing substantial gains in their stock prices [1] Group 1: Company Performance - Qiu Le Seed Industry surged over 20% [1] - Kang Nong Seed Industry increased by more than 15% [1] - Shen Nong Seed Industry rose over 10% [1] - Other companies such as Green Heng Technology, Dunhuang Seed Industry, Beidahuang, Jinhe Biological, and Agricultural Development Seed Industry also saw increases [1] Group 2: Market Activity - The Agricultural ETF (159825) recorded a trading volume of 23.0411 million yuan [1]

关于使用闲置自有资金购买理财产品进展的公告 证券代码：831087 证券简称：秋乐种业 公告编号：2025-108 河南秋乐种业科技股份有限公司 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个 别及连带法律责任。 一、 授权委托理财情况 （一）审议情况 河南秋乐种业科技股份有限公司（以下简称"公司"）于 2025 年 4 月 23 日召开第四届董事会第二十六次会议审议通过了《关于使用闲置自有资金购买 理财产品的议案》，在确保日常经营资金需求和资金安全的前提下，公司拟使 用闲置自有资金不超过人民币 2 亿元进行委托理财。相关内容详见公司在北京 证券交易所（www.bse.cn）披露的《河南秋乐种业科技股份有限公司关于使用 闲置自有资金购买理财产品的公告》（公告编号：2025-028）。 （二）披露标准 根据《北京证券交易所股票上市规则》相关规定，交易的成交金额占上市 公司最近一期经审计净资产的 10%以上，且超过 1,000.00 万元的，应当予以披 露；上市公司连续 12 个月滚动发生理财的，以该期间最高余额为成交额，适 ...

Investment Rating - The report maintains an investment rating of "Outperform" for the agricultural, forestry, animal husbandry, and fishery industry [1]. Core Insights - The agricultural, forestry, animal husbandry, and fishery industry outperformed the benchmark index in August 2025, with a rise of 11.6% compared to a 10.3% increase in the CSI 300 index, resulting in a 1.3 percentage point outperformance [8][11]. - The report highlights a mixed performance in livestock prices, with pig prices declining while chicken prices showed signs of recovery [8][27]. - The report suggests that the industry is currently undervalued, with both price-to-earnings (PE) and price-to-book (PB) ratios below historical averages, indicating potential for valuation recovery [8]. Summary by Sections Market Review - In August 2025, the agricultural, forestry, animal husbandry, and fishery index rose by 11.6%, ranking 9th among 30 sectors [8][11]. - The planting sector saw the highest gains, while the aquaculture processing sector experienced the largest declines [8]. Livestock Industry Data Tracking - **Pig Farming**: The average price of pigs in August 2025 was 13.77 yuan/kg, down 5.36% month-on-month and 32.27% year-on-year. The market faced oversupply, leading to price declines [17][24]. - **Chicken Farming**: The average price of white feathered chickens was 3.56 yuan/jin, reflecting a month-on-month increase of 10.56% but a year-on-year decrease of 4.30% [27][29]. Pet Food - Pet food exports in August 2025 reached 29,500 tons, a year-on-year increase of 3.53%. However, the export value in USD decreased by 15.86% [32][34]. Major Agricultural Product Price Tracking - The report includes tracking of corn, wheat, soybean meal, and rapeseed meal prices, indicating fluctuations in the market [36][37]. Industry Dynamics and Company News - The report tracks significant events in the industry, including changes in grain import volumes and agricultural production forecasts [43]. - It also highlights key announcements from listed companies in the sector, including profit distribution plans and stock buybacks [45][48].

Group 1 - Agricultural planting concept stocks are active, with Zhongxing Junye hitting the daily limit [1] - Qiu Le Seed Industry, Guangyu Group, Hualv Biological, Shennong Seed Industry, Kangnong Seed Industry, and Wancheng Group also saw increases [1]

Market Overview - The planting industry sector experienced a slight decline of 0.0% on September 19, with Kangnong Seed Industry leading the drop [1] - The Shanghai Composite Index closed at 3820.09, down 0.3%, while the Shenzhen Component Index closed at 13070.86, down 0.04% [1] Stock Performance - Notable gainers in the planting industry included: - Xuecheng Biological (300511) with a closing price of 6.20, up 5.98% and a trading volume of 579,900 shares [1] - Xinong Development (600359) closed at 7.23, up 2.41% with a trading volume of 285,000 shares [1] - New Sai Co. (600540) closed at 4.89, up 1.88% with a trading volume of 481,300 shares [1] - Conversely, Kangnong Seed Industry (837403) saw a significant decline of 3.77%, closing at 24.78 with a trading volume of 33,900 shares [2] Capital Flow - The planting industry sector saw a net inflow of main funds amounting to 41.1 million yuan, while retail investors experienced a net outflow of 49.3 million yuan [2] - The main funds' net inflow for Xuecheng Biological was 49.99 million yuan, representing 13.84% of the total, while retail investors had a net outflow of 36.69 million yuan [3] - Notable stocks with significant capital flow included: - Nuofushin (002215) with a main fund net inflow of 40.82 million yuan and a retail net outflow of 24.92 million yuan [3] - Xin Sai Co. (600540) with a main fund net inflow of 32.42 million yuan and a retail net outflow of 39.81 million yuan [3]

证券代码：831087 证券简称：秋乐种业 公告编号：2025-107 河南秋乐种业科技股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个 别及连带法律责任。 一、 授权委托理财情况 （一）授权现金管理的基本情况 为提高闲置募集资金使用效率，公司第四届董事会第二十六次会议、第四 届监事会第二十二次会议，于 2025 年 4 月 23 日审议通过了《关于使用部分闲 置募集资金进行现金管理的议案》拟使用额度不超过人民币 12,000 万元（含 本数）闲置募集资金进行现金管理，在上述额度范围内资金可以循环滚动使用。 具体内容详见公司在北京证券交易所信息披露平台（http://www.bse.cn/）披 露的《河南秋乐种业科技股份有限公司关于公司使用部分闲置募集资金进行现 金管理的公告》（公告编号：2025-032）。 （二）本次现金管理是否达到披露标准 根据《北京证券交易所股票上市规则》的相关规定，交易的成交金额占上 市公司最近一期经审计净资产的 10%以上，且超过 1, ...

Market Overview - The planting industry sector increased by 0.75% on September 15, with Kangnong Seed Industry leading the gains [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Stock Performance - Kangnong Seed Industry (837403) closed at 27.57, up 4.75% with a trading volume of 53,400 shares and a turnover of 145 million yuan [1] - Other notable performers include: - Xue Rong Biological (300511) at 5.98, up 3.82% [1] - Beidahuang (600598) at 14.97, up 2.67% [1] - Shennong Seed Industry (300189) at 4.77, up 1.71% [1] Capital Flow - The planting industry sector saw a net inflow of 176 million yuan from main funds, while retail investors experienced a net outflow of 135 million yuan [2] - The main funds' net inflow and outflow for specific stocks include: - Beidahuang: net outflow of 88.8 million yuan [3] - Nuofushin (002215): net inflow of 24.6 million yuan [3] - Xue Rong Biological: net inflow of 17.2 million yuan [3]