Market Overview - The planting industry sector increased by 0.28% compared to the previous trading day, with Xue Rong Biological leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up by 0.85%, while the Shenzhen Component Index closed at 14156.27, up by 0.21% [1] Top Gainers in Planting Sector - Xue Rong Biological (300511) closed at 6.27, up by 4.85% with a trading volume of 387,000 shares and a transaction value of 240 million [1] - Nongfa Seed Industry (600313) closed at 8.25, up by 4.04% with a trading volume of 2.6166 million shares and a transaction value of 2.121 billion [1] - Nuo Puxin (002215) closed at 11.49, up by 3.42% with a trading volume of 272,400 shares and a transaction value of 310 million [1] Top Losers in Planting Sector - Dunhuang He V (600354) closed at 7.15, down by 2.59% with a trading volume of 1.1124 million shares and a transaction value of 799 million [2] - Qiu Le Seed Industry (920087) closed at 19.82, down by 2.36% with a trading volume of 256,800 shares and a transaction value of 530 million [2] - Wanxiang Denong (600371) closed at 9.45, down by 1.97% with a trading volume of 346,300 shares and a transaction value of 329 million [2] Capital Flow Analysis - The planting industry sector experienced a net outflow of 709 million from main funds, while retail funds saw a net inflow of 504 million [2] - The main funds showed a net inflow in Xue Rong Biological of 36.2962 million, while retail funds had a net outflow of 14.1443 million [3] - Nuo Puxin had a net inflow from main funds of 29.0745 million, with retail funds also experiencing a net outflow of 789,280 [3]

Core Viewpoint - The agricultural sector is experiencing positive momentum, with the Agricultural ETF (Hua Xia, 516810) showing gains and increased investor interest following the release of the 2026 Central No. 1 Document, which emphasizes food security and agricultural modernization [1]. Group 1: Agricultural Sector Performance - As of February 4, the Agricultural ETF (Hua Xia, 516810) is trading positively, with holdings such as Nongfa Seed Industry rising over 5% [1]. - Other companies like Haida Group, Muyuan Foods, Tianma Technology, and Denghai Seeds are also seeing upward movement [1]. - In the past five days, the ETF has attracted a net inflow of 19.39 million yuan, indicating heightened interest in the sector [1]. Group 2: Policy Implications - The 2026 Central No. 1 Document sets a target for grain production to stabilize at around 1.4 trillion jin, alongside a new initiative to enhance grain production capacity by 100 billion jin [1]. - The document promotes the integration of artificial intelligence in agriculture, expanding applications for drones, IoT, and robotics, and accelerating key technological innovations in agricultural bio-manufacturing [1]. - It also outlines plans for extending land contracts for an additional 30 years post-expiration, increasing financial support for agricultural enterprises and farmers, and facilitating the urbanization of agricultural migrants [1]. Group 3: Investment Opportunities - GF Securities interprets the release of the Central No. 1 Document as a significant step towards building a strong agricultural nation, suggesting that there are substantial opportunities for modernization in rural areas [1]. - The emphasis on food security and breeding innovation positions leading seed companies to benefit from advancements in breeding research and the industrialization of biological breeding [1].

股票简称：农发种业 股票代码：600313 中农发种业集团股份有限公司 （China Agriculture Development Seed Group Co.,Ltd） （北京市大兴区欣雅街 15 号院 1 号楼 13 层 1301） 保荐人（主承销商） （深圳市前海深港合作区南山街道桂湾五路128号前海深港基金小镇B7栋401） 二〇二六年二月 1 特别提示 一、发行数量及价格 1、发行数量：79,175,306 股 2025 年度向特定对象发行 A 股股票 并在主板上市之 上市公告书 3、认购方式：现金 4、募集资金总额：406,961,072.84 元 5、募集资金净额：402,473,318.13 元 二、本次发行股票预计上市时间 2、发行价格：5.14 元/股 本次发行新增股份在其限售期满的次一交易日起在上海证券交易所主板上 市交易（预计上市时间如遇法定节假日或休息日，则顺延至其后的第一个交易日）。 三、新增股份的限售安排 本次向特定对象发行完成后，本次发行对象认购的股票自发行结束之日起 36 个月内不得上市交易。法律法规、规范性文件对限售期另有规定的，依其规 定。 本次发行结束后，发行对象所取 ...

证券代码：600313 证券简称：农发种业 公告编号：临 2026-008 中农发种业集团股份有限公司 关于向特定对象发行股票导致股东权益变动的提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： • 本次权益变动为中农发种业集团股份有限公司（以下简称"农发种业"或 "公司"）向特定对象中国农业发展集团有限公司（以下简称"中国农发集团"） 和中国华农资产经营有限公司（以下简称"华农资产"）发行股票（以下简称"本 次发行"）。 • 本次发行股份数量为 79,175,306 股，本次发行完成后，中国农发集团及其 一致行动人合计持有公司 509,707,594 股股份，占公司总股本的比例为 43.89%。 本次向特定对象发行符合《上市公司收购管理办法》第六十三条规定的可免于发 出收购要约的条件，公司 2025 年第二次临时股东大会已审议批准豁免中国农发 集团及其一致行动人的要约收购义务。 本次权益变动不会导致公司控股股东及实际控制人发生变化。本次权益变 动前，中国农垦集团有限公司（以下简称"中垦公司"）直接持有 ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 证券代码：600313 证券简称：农发种业 公告编号：临 2026-009 中农发种业集团股份有限公司 关于向特定对象发行股票上市公告书 披露的提示性公告 《中农发种业集团股份有限公司向特定对象发行 A 股股票上市公告书》以及 相关文件已于 2026 年 2 月 4 日在上海证券交易所网站(http://www.sse.com.cn/) 披露，敬请投资者注意查阅。 特此公告。 中农发种业集团股份有限公司董事会 2026 年 2 月 3 日 1 ...

北京天达共和律师事务所 关于 中国农业发展集团有限公司及 中国华农资产经营有限公司 认购中农发种业集团股份有限公司 A 股股票免于发出要约事宜 之 法律意见书 北京 上海 深圳 武汉 杭州 成都 南京 西安 广州 香港 温哥华 东京 北京市朝阳区东三环北路 8 号亮马河大厦写字楼 1 座 22 层 邮编：100004 电话：010-65906639 传真：010-65107030 网址：http://www.east-concord.com 北京天达共和律师事务所 关于 中国农业发展集团有限公司及 中国华农资产经营有限公司 认购中农发种业集团股份有限公司 A 股股票免于发出要约事宜 之 法律意见书 致：中国农业发展集团有限公司 北京天达共和律师事务所接受委托，就中农发种业集团股份有限公司向特定对 象发行A股股票涉及的中国农发集团及其一致行动人免于以要约方式认购事宜进 行核查，并出具本法律意见书。 声明事项 一、本所及经办律师依据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》《律师事务所从事证券法律业务管理办法》《律师事务 所证券法律业务执业规则（试行）》等规定及本法律意见书出具日以 ...

上市保荐书 华泰联合证券有限责任公司关于 中农发种业集团股份有限公司 2025 年度向特定对象发行 A 股股票并在主板上市 之上市保荐书 上海证券交易所： 作为中农发种业集团股份有限公司（以下简称发行人、公司）向特定对象发 行 A 股股票并在主板上市的保荐人，华泰联合证券有限责任公司及其保荐代表 人已根据《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》）等法律法规和中国证券监督管理委员会（以 下简称中国证监会）及贵所的有关规定，诚实守信，勤勉尽责，严格按照依法制 定的业务规则和行业自律规范出具上市保荐书，并保证所出具文件真实、准确、 完整。 现将有关情况报告如下： 一、发行人基本情况 （一）发行人概况 发行人名称：中农发种业集团股份有限公司 注册地址：北京市大兴区欣雅街 15 号院 1 号楼 13 层 1301 注册时间：1999 年 8 月 13 日 联系方式：010-88067521 （二）发行人的主营业务 发行人主要业务为农作物种子、农药的研发、生产和销售，化肥进口及贸易、 专用品种订单粮业务等。 3-2-1 上市保荐书 （三）发行人主要经营和财务数据及指标 ...

证券代码：600313 证券简称：农发种业 公告编号：临 2026-007 中农发种业集团股份有限公司 关于向特定对象发行股票结果暨股本变动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 重要内容提示： 发行数量：79,175,306 股 发行价格：5.14 元/股 预计上市时间：中农发种业集团股份有限公司（以下简称"公司"）向特 定对象发行股票（以下简称"本次发行"）对应的 79,175,306 股已于 2026 年 1 月 29 日在中国证券登记结算有限责任公司上海分公司办理完毕登记、托管及限 售手续。公司本次发行新增股份为有限售条件流通股，将于限售期届满的次一交 易日起在上海证券交易所（以下简称"上交所"）主板上市交易（预计上市时间 如遇法定节假日或休息日，则顺延至其后的第一个交易日）。 资产过户情况：本次发行的股票全部以现金认购，不涉及资产过户情况。 一、本次发行概况 （一）本次发行履行的相关程序 1、内部决策与审批程序 2025 年 8 月 15 日，公司召开的第七届董事会第五十次会议审议通过了本次 发行的相关 ...

证券之星消息，2月2日种植业板块较上一交易日下跌6.54%，荃银高科领跌。当日上证指数报收于 4015.75，下跌2.48%。深证成指报收于13824.35，下跌2.69%。种植业板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002772 | 众兴菌业 | 17.10 | 4.20% | 32.90万 | | 5.57亿 | | 002041 | 壹海种业 | 11.64 | 3.10% | 125.74万 | | 14.19 Z | | 600883 | 博闻科技 | 8.50 | -1.28% | ● 7.61万 | | 6522.79万 | | 603336 | 宏辉果蔬 | 9.12 | -1.94% | 13.58万 | | 1.25亿 | | 300511 | 雪榕生物 | 6.00 | -2.44% | 23.26万 | | 1.41亿 | | 920087 | 秋乐种业 | 20.44 | -2.81% | 22.51万 | | 4.41亿 ...

Market Overview - The Shanghai Composite Index fell by 0.96% to 4117.95 points, while the Shenzhen Component Index decreased by 0.66% to 14205.89 points. In contrast, the ChiNext Index rose by 1.27% to 3346.36 points [1] - A total of 2360 stocks rose and 2703 stocks fell in the Shanghai and Shenzhen markets, with a total transaction volume of 2.84 trillion yuan, a decrease of approximately 394.47 billion yuan compared to the previous day [1] Sector Performance - The telecommunications equipment sector saw a net inflow of 6.534 billion yuan, while the non-ferrous metals sector experienced the largest net outflow of 10.049 billion yuan [1] - The genetically modified sector led the gains with an increase of 4.19%, followed by the optical fiber concept sector at 3.94%. Conversely, the silver sector fell by 10%, and the precious metals sector decreased by 8.92% [1] Company Highlights - TBEA's market attention is attributed to its comprehensive advantages as a leading enterprise in the power equipment sector, with a strong performance and sufficient order reserves. The company is actively expanding into AI computing power and solid-state transformers [2] - Hongbaoli's market heat stems from its improved fundamentals and the overall performance of the chemical sector. The company's epoxy propylene project is set to significantly enhance capacity [2] - LEO's increased attention is due to its dual business layout in "smart pumps and systems" and "digital marketing," along with its expansion into AI applications and liquid cooling servers [3] - Tiandi Online is gaining market attention for its forward-looking layout in AI applications and virtual digital fields, despite adjustments in its acquisition plans [3] - Tongding Interconnection's popularity is driven by the rising prosperity of the optical communication industry and its comprehensive business layout [3] - BlueFocus is benefiting from the high prosperity of the AI marketing industry and multiple thematic catalysts, including collaborations with various platforms [4] - Tianqi's focus is on advancements in humanoid robots and lithium battery recycling, with significant progress in its joint projects [4] - The silver sector's market performance is bolstered by strong precious metal prices and the company's strategic business layout [5] - Agricultural Development Industry's attention is heightened by its profit forecast and multiple favorable factors, including a projected net profit increase of over 60% [5] - Hengtong Optic-Electric is gaining market interest due to the recovery of the optical communication industry and the company's technological breakthroughs [6]