证券代码：837403 证券简称：康农种业 公告编号：2025-007 截至本公告披露日，公司本次募集资金专户被冻结的情况如下： | 账户名称 | 银行名称 | 银行账号 | 账户余额 （元） | 冻结金额 （元） | 账户状态 | | --- | --- | --- | --- | --- | --- | | 湖北康农种 | 中国农业银行股份有 | | | | 除冻结资金 | | 业股份有限 | 限公司长阳土家族自 | 17362101040015081 | 5,997,398.52 | 1,846,548.10 | 外正常 | | 公司 | 治县支行 | | | | | 经公司自查结合征询法院，该冻结事项系昌吉市然悦农业种植专业合作社与 公司因制种款项支付纠纷提起诉讼，对公司银行账户进行诉前财产保全冻结。 二、对公司的影响及应对措施 湖北康农种业股份有限公司 关于募集资金账户部分资金被冻结的公告 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。 近日，湖北康农种业股份有限公司（以下简称"公司"）通过银 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [2][4] Core Views - The company is expected to achieve a net profit attributable to the parent company of 80 to 90 million yuan in 2024, representing a year-on-year growth of 50.33% to 69.12% [4] - The company's hybrid corn seed variety, Kangnongyu 8009, has shown good performance in the Huanghuaihai summer sowing area, gaining widespread recognition from downstream distributors and end farmers, which is expected to drive revenue growth [5] - The company plans to establish overseas bases and seek cooperation with local agricultural research institutes to address specific diseases [5] Financial Summary and Valuation Indicators - The company's projected revenue for 2024 is 382 million yuan, with a year-on-year growth of 32.7% [6] - The projected net profit for 2024 is 84 million yuan, with a year-on-year growth of 57.2% [6] - The projected EPS for 2024 is 1.18 yuan per share, with a corresponding PE ratio of 18.4 times [4][6] - The gross margin is expected to be 30.8% in 2024, slightly improving from 30.7% in 2023 [6] - The company’s total market capitalization is 15.42 billion yuan, with a circulating market capitalization of 9.02 billion yuan [2]

Investment Rating - The report maintains a "Recommended" investment rating for the company Kangnong Seed Industry (837403.BJ) [1][3]. Core Views - The company is expected to achieve a net profit of 80 to 90 million yuan for the year 2024, representing a year-on-year growth of 50.33% to 69.12% [3]. - The significant increase in performance is attributed to product volume growth and improved gross margins, particularly from the corn variety Kangnong 8009, which has gained wide recognition in the market [3]. - Government subsidies have also contributed significantly to the company's profit increase, enhancing other income compared to 2023 [3]. - The company is well-positioned to expand its market share due to its strong technological innovation capabilities and the favorable regulatory environment for the seed industry [3]. Financial Projections - Revenue projections for 2024-2026 are 387 million yuan, 482 million yuan, and 567 million yuan, with year-on-year growth rates of 34.14%, 24.62%, and 17.78% respectively [3][4]. - The projected net profits for the same period are 85.16 million yuan, 101.63 million yuan, and 124.68 million yuan, with growth rates of 60.03%, 19.33%, and 22.68% respectively [4][7]. - The earnings per share (EPS) are expected to be 1.20 yuan, 1.43 yuan, and 1.76 yuan for 2024, 2025, and 2026, corresponding to price-to-earnings (PE) ratios of 17.43, 14.61, and 11.91 [4][7]. Key Financial Metrics - The company's gross margin is projected to improve from 30.73% in 2023 to 33.77% by 2026 [4][7]. - The return on equity (ROE) is expected to remain stable, with projections of 19.58% in 2023 and 18.79% in 2026 [7]. - The asset-liability ratio is forecasted to decrease from 49.37% in 2023 to 32.86% in 2026, indicating improved financial stability [7].

Financial Performance - The company expects a net profit of 8,000 to 9,000 thousand yuan for 2024, representing an increase of 50.33% to 69.12% compared to the previous year's net profit of 5,321.70 thousand yuan[4]. - The company received a substantial amount of government subsidies in 2024, resulting in a significant increase in other income compared to 2023[5]. - The performance forecast is based on preliminary calculations and has not yet been audited by an accounting firm, thus investors are advised to exercise caution[6]. Revenue Growth - The sales scale of the Kangnongyu 8009 variety has significantly increased in the Huanghuaihai summer sowing area, contributing to the growth in operating revenue for the company in 2024[3]. Production Efficiency - The main seed production base in the northwest region has seen an increase in production volume, leading to a decrease in overall seed production costs and an improvement in gross profit margin compared to 2023[5].

证券代码：837403 证券简称：康农种业 公告编号：2025-005 湖北康农种业股份有限公司股票解除限售公告 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、 本次股票解除限售数量总额为 11,683,750 股，占公司总股本 16.46%，可交 易时间为 2025 年 1 月 24 日。 | 二、本次股票解除限售的明细情况及原因 | | --- | 单位：股 | | | | | | | 本次解 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 序 | | 是否为控股股 东、实际控制人 | 董事、监事、 | 本次 解限 | 本次解除 | 除限售 股数占 | 尚未解除限 | | | 股东姓名或名称 | | 高级管理人员 | | 限售登记 | | 售的股票数 | | 号 | | 或其一致行动 | 任职情况 | 售原 | 股票数量 | 公司总 | 量 | | | | 人 | | 因 | | 股本比 | | | | 中信证券资管－中信银 | ...

Core Viewpoint - The seed industry stocks experienced a significant surge, with companies like Denghai Seeds hitting the daily limit, indicating strong market interest and optimism in the sector [1]. Group 1: Industry Developments - The Ministry of Agriculture and Rural Affairs held a national seminar for seed industry enterprises, emphasizing the importance of revitalizing the seed industry as a key component of building a strong agricultural nation [1]. - The focus is on enhancing the independent innovation capabilities of seed companies and fostering those with core R&D capabilities, industrial innovation capabilities, and international competitiveness [1]. Group 2: Market Insights - According to Founder Securities, the results of the three-year pilot program for genetically modified organisms (GMOs) have been significant, with expectations for accelerated industrialization of biological breeding by 2025 [1]. - Currently, China has approved 64 genetically modified corn varieties and 17 soybean varieties, indicating a growing acceptance and integration of GMOs in agriculture [1]. - The economic benefits brought by GMOs have been notable, suggesting a positive outlook for the accelerated industrialization process and improvement in the competitive landscape of the industry [1].

湖北康农种业股份有限公司 章 程 2024 年 12 月 《北京证券交易所股票上市规则（试行）》（以下简称"《上市规则》"）等相关法 律法规和其他有关规定，制订本章程。 第二条 公司系依照《公司法》及其他法律法规和有关规定，由湖北康农种 业有限公司（以下简称"有限公司"）整体变更设立的股份有限公司。 公司在宜昌市市场监督管理局注册登记，取得营业执照，统一社会信用代码 为 914205286654961356。 第三条 公司于 2023 年 12 月 18 日经中国证券监督管理委员会（以下简称"中 国证监会"）同意注册，向不特定合格投资者公开发行人民币普通股（A 股） 1,513.40 万股，并于 2024 年 1 月 18 日在北京证券交易所（以下简称"北交所"） 上市。 第四条 公司注册名称 公司中文名称：湖北康农种业股份有限公司 | 第一章 | 总则 1 | | --- | --- | | 第二章 | 经营宗旨和经营范围 2 | | 第三章 | 股份 2 | | 第一节 | 股份发行 3 | | 第二节 | 股份增减和回购 4 | | 第三节 | 股份转让 6 | | 第四章 | 股东和股东大会 7 | ...

证券代码：837403 证券简称：康农种业 公告编号：2025-001 湖北康农种业股份有限公司 2024 年第六次临时股东大会决议公告 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、会议召开和出席情况 （一）会议召开情况 1.会议召开时间：2024 年 12 月 31 日 2.会议召开地点：湖北长阳经济开发区长阳大道 553 号 3.会议召开方式：现场和网络投票相结合的方式 4.会议召集人：董事会 5.会议主持人：半数以上董事共同推举的董事李丹妮女士 6.召开情况合法、合规、合章程性说明： 公司董事长方燕丽女士因公无法主持本次现场会议，本次现场会议由半数以 上董事共同推举董事李丹妮女士主持。 本次股东大会的召集、召开、议案审议程序符合《中华人民共和国公司法》 《湖北康农种业股份有限公司章程》的相关规定，所作决议合法有效。 （二）会议出席情况 出席和授权出席本次股东大会的股东共 9 人，持有表决权的股份总数 40,977,853 股，占公司有表决权股份总数的 57.74%。 其中通过网络投票参与本 ...

北京金诚同达（上海）律师事务所 关于 湖北康农种业股份有限公司 2024 年第六次临时股东大会的 法律意见书 金沪法意[2024]第 328 号 JT& 听同汉律师事务所 上海市浦东新区世纪大道 88 号金茂大厦 18 层 电话: 021-3886 2288 传真: 021-3886 2288 转 1018 金诚同达律师事务所 法律意见书 金沪法意[2024]第 328 号 致:湖北康农种业股份有限公司 北京金诚同达(上海)律师事务所(以下简称"本所")接受湖北康农种业 股份有限公司（以下简称"公司"）的委托，指派本所查雪松律师、李鑫慧律师 ( 以下简称"本所律师"）出席公司于 2024 年 12 月 31 日召开的 2024 年第六次 临时股东大会(以下简称"本次股东大会"),对本次股东大会的相关事项出具 本法律意见书。 依据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民 共和国证券法》（以下简称"《证券法》"）、《上市公司股东大会规则》（以 下简称"《股东大会规则》"）等法律、法规、规范性文件以及《湖北康农种业 股份有限公司章程》（以下简称"《公司章程》"）的规定，在本次股东大会召 开前和 ...

| 序号 | 作物类别 | 品种名称 | 审定编号 | | --- | --- | --- | --- | | 1 | 玉米 | 康农玉 606 | 国审玉 20241019 | | 2 | 玉米 | 康农玉 111 | 国审玉 20241023 | | 3 | 玉米 | 康农玉 588 | 国审玉 20241026 | | 4 | 玉米 | 康农玉 811 | 国审玉 20242202 | | 5 | 玉米 | 康农玉 308 | 国审玉 20242207 | | 6 | 玉米 | 康农玉 666 | 国审玉 20242208 | | 7 | 玉米 | 康农玉 999 | 国审玉 20242209 | | 8 | 玉米 | YD8219 | 国审玉 20242246 | | 9 | 玉米 | 中农大 736 | 国审玉 20242247 | | 10 | 玉米 | 康农玉 215 | 国审玉 20243076 | | 11 | 玉米 | 金田丰 号 1 | 国审玉 20243303 | 证券代码：837403 证券简称：康农种业 公告编号：2025-002 湖北康农种业股份有限公司 关于玉米新品种通过国家审 ...