格隆汇8月15日丨农发种业(600313.SH)公布2025年度向特定对象发行A股股票预案，本次发行的对象为 中国农发集团、华农资产，中国农发集团、华农资产拟以现金方式认购公司本次发行的全部股票。中国 农发集团、华农资产已与公司签订了《附条件生效的股份认购协议》。 本次发行拟募集资金总额不超过4.07亿元，扣除发行费用后的募集资金净额将用于偿还国拨资金专项应 付款、补充流动资金，若本次向特定对象发行股票募集资金总额因监管政策变化或根据发行注册文件的 要求予以调整的，则届时亦将相应调整。 ...

格隆汇8月15日丨农发种业(600313.SH)公布2025年度向特定对象发行A股股票预案，本次发行的对象为 中国农发集团、华农资产，中国农发集团、华农资产拟以现金方式认购公司本次发行的全部股票。中国 农发集团、华农资产已与公司签订了《附条件生效的股份认购协议》。 本次发行拟募集资金总额不超过4.07亿元，扣除发行费用后的募集资金净额将用于偿还国拨资金专项应 付款、补充流动资金，若本次向特定对象发行股票募集资金总额因监管政策变化或根据发行注册文件的 要求予以调整的，则届时亦将相应调整。 ...

农发种业公告，本次发行股份数量为7917.53万股，募集资金总额为4.07亿元。公司预计本次发行于2025 年11月底实施完成。在预测公司期末总股本时，以预案公告日的总股本10.82亿股为基础。本次发行实 际募集资金规模将根据中国证监会注册、发行认购情况以及发行费用等情况最终确定。 ...

Group 1 - The Shanghai Composite Index closed at 3567.02 points, above the annual line, with a change of 0.20% [1] - The total trading volume of A-shares reached 932.32 billion yuan [1] - A total of 19 A-shares have surpassed the annual line today, with notable stocks including CITIC Hanzhi, Shanghai Jianke, and ST Lifang, showing significant deviation rates of 4.72%, 2.04%, and 1.68% respectively [1] Group 2 - The stocks with the highest deviation rates from the annual line include: - CITIC Hanzhi (6.26% increase, 7.31% turnover rate, latest price 23.41 yuan, deviation rate 4.72%) - Shanghai Jianke (2.61% increase, 3.48% turnover rate, latest price 18.06 yuan, deviation rate 2.04%) - ST Lifang (3.86% increase, 5.71% turnover rate, latest price 5.92 yuan, deviation rate 1.68%) [1] - Other stocks with smaller deviation rates that have just crossed the annual line include: - Guangdong Hai Feed, Longtou Shares, and Aibulu [1]

1. Report Industry Investment Rating No relevant content provided. 2. Core View of the Report The current spread compression space of high - quality large - bank capital bonds is limited, and although the 10 - year variety has relative value, the overall return space is also low. Therefore, to increase returns, it is recommended to implement a moderate credit - sinking strategy for bank perpetual and secondary capital bonds (referred to as "two - tier and perpetual bonds") under strict risk control, avoiding provinces with a large number of high - risk institutions [6][40]. 3. Summary by Relevant Catalogs 3.1 Bank Two - tier and Perpetual Bond Investment Screening Framework - **Issuer's Subject Qualifications and Operating Indicators**: A core risk - control framework covering six dimensions including equity nature, asset scale, operating region, asset quality, operating performance, and inter - bank liability ratio is constructed. It focuses on asset scale and central and state - owned enterprise equity nature, controls key operating indicators such as core tier - one capital adequacy ratio and ROE, and avoids provinces with a large number of high - risk institutions [5][7]. - **Central Bank's Financial Institution Rating Results**: As of the end of 2023, banks within the safety boundary accounted for 98.22% of the banking system's asset scale, and 357 banks were in a high - risk state. Large banks are in the "green zone", while some rural and urban commercial banks are high - risk banks [5][8]. - **Domestic Systemically Important Banks (D - SIBs) List**: In 2023, 20 domestic systemically important banks were identified, including 6 state - owned commercial banks, 9 joint - stock commercial banks, and 5 city commercial banks. They can all be included in the investment white list due to their low overall risk level [6][16]. - **Historical Non - Active Redemption of Bank Two - tier and Perpetual Bonds**: As of July 19, 2025, there have been 72 cases of secondary capital bonds not actively redeemed, with a total non - redemption amount of 50.677 billion yuan. Rural commercial banks account for 73.61% of the issuers, and regions such as Liaoning, Shandong, and Hubei have a high number of non - redemption cases [6][17]. - **Regional Fiscal Revenue Quality and Debt Pressure**: It is recommended to prioritize provinces with high - quality fiscal revenue and controllable debt, such as Shanghai, Beijing, Guangdong, and Fujian, and avoid high - risk regions like Liaoning, Gansu, and Inner Mongolia [6][29]. 3.2 Investment Opportunities for Two - tier and Perpetual Bonds under the Moderate Credit - Sinking Strategy - **Issuer Selection Criteria**: Focus on state - owned and central - enterprise - controlled banks with an asset scale between 400 billion and 1 trillion yuan, with a core tier - one capital adequacy ratio of not less than 7.5%, ROE higher than 3%, an inter - bank liability ratio within 30%, and avoid provinces with a large number of high - risk institutions [33]. - **Recommended Investment Targets**: Recommended targets include 25 Tianjin Rural Commercial Bank Secondary Capital Bond 01, 25 Guangxi Beibu Gulf Bank Secondary Capital Bond 01, and other bonds with a yield of over 2.5% [40].

Group 1 - The genetically modified concept sector rose by 3.15%, ranking 7th among concept sectors, with 18 stocks increasing, including Shennong Seed Industry which hit the daily limit of 20% [1] - The main inflow of funds into the genetically modified concept sector was 459 million yuan, with 13 stocks receiving net inflows, and 8 stocks seeing inflows exceeding 10 million yuan [2] - Shennong Seed Industry led the net inflow of funds with 292 million yuan, followed by Qianyuan High-Tech, Jincheng Pharmaceutical, and Top Cloud Agriculture [2][3] Group 2 - The top stocks by net inflow ratio included Shennong Seed Industry at 11.98%, Qianyuan High-Tech at 10.45%, and Nongfa Seed Industry at 10.05% [3] - The trading volume and turnover rates for leading stocks were significant, with Shennong Seed Industry showing a turnover rate of 53.68% [3][4] - Other notable stocks included Jincheng Pharmaceutical and Top Cloud Agriculture, with net inflows of 26.61 million yuan and 24.76 million yuan respectively [3]

证券代码：600313 证券简称：农发种业 公告编号：临 2025-020 中农发种业集团股份有限公司 关于向控股子公司河南地神提供借款的公告 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： ● 提供借款金额：公司拟向控股子公司河南黄泛区地神种业有限公司提供 总额2亿元借款，每批借款期限不超过12个月，资金占用费按年利率3%执行。 ● 履行的审议程序：公司第七届董事会第四十九次会议审议通过了上述事 项。 一、借款事项概述 公司控股子公司--河南黄泛区地神种业有限公司（下称"河南地神"）收购 小麦种子以及开展专用订单粮业务，除自有资金外，尚有资金缺口，为支持河南 地神生产经营和发展，根据经营班子研究，并结合公司当前实际情况，董事会同 意向河南地神提供总额 2 亿元（人民币）的借款，可分批分期借款，每批借款期 限不超过 12 个月，资金占用费按年利率 3%执行。 公司向河南地神提供借款，有利于促进河南地神的生产经营和发展，不影响 公司正常业务开展及资金使用，不属于上海证券交易所《股票上市规则》等规定 的不得提供财务 ...

Market Overview - The Shanghai Composite Index fell by 0.13% on July 9, with 17 out of the 28 sectors rising, led by Media and Agriculture, Forestry, Animal Husbandry, and Fishery, which increased by 1.35% and 0.65% respectively [2] - The sectors with the largest declines were Non-ferrous Metals and Basic Chemicals, which dropped by 2.26% and 0.85% respectively [2] Capital Flow Analysis - The main capital outflow from the two markets totaled 38.536 billion yuan, with only three sectors experiencing net inflows: Media (1.055 billion yuan), Retail (864 million yuan), and Construction Decoration (40.34 million yuan) [2] - The Electronic sector saw the largest net outflow, amounting to 7.789 billion yuan, followed by Non-ferrous Metals with 5.412 billion yuan [2] Agriculture, Forestry, Animal Husbandry, and Fishery Sector - The Agriculture, Forestry, Animal Husbandry, and Fishery sector rose by 0.65% despite a net capital outflow of 437 million yuan [3] - Out of 103 stocks in this sector, 40 stocks increased, with one hitting the daily limit, while 55 stocks declined [3] - The top three stocks with net inflows were Xinwufeng (31.4665 million yuan), Haida Group (28.3706 million yuan), and Juxing Agriculture (21.9941 million yuan) [3][4] Top Gainers and Losers in Agriculture, Forestry, Animal Husbandry, and Fishery - **Top Gainers**: - Xinwufeng: +0.65%, 4.20% turnover, 31.4665 million yuan inflow [4] - Juxing Agriculture: +0.76%, 4.49% turnover, 21.9941 million yuan inflow [4] - **Top Losers**: - Muyuan Foods: -3.27%, 1.81% turnover, 71.5922 million yuan outflow [5] - Guolian Aquatic Products: -1.76%, 8.74% turnover, 45.2607 million yuan outflow [5]

证券代码：600313 证券简称：农发种业 公告编号：临 2025-019 中农发种业集团股份有限公司 关于小麦新品种通过国家审定的公告 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。 中农发种业集团股份有限公司所属子公司自主培育的 1 个小麦新品种已经 第五届国家农作物品种审定委员会第六次主任委员会会议审定通过，具体情况如 下： | 审定编号 | | 品种名称 | 申请者 | 品种来源 | | 适宜种植区域 | | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 适宜在黄淮冬麦区南片水地组 | | | | | | | | 的河南省除信阳市（淮河以南 | | | | | 河南黄泛区 | | | 稻茬麦区）和南阳市南部部分 | | | | | | 泛 麦 | 5 | 号 | | | | | 地神种业有 | | | 地区以外的平原灌区，陕西省 | | 国 审 | 麦 | 临泛麦 9 号 | 限公司、安 | /PH82-2-2// | | 西安、渭南、咸阳、铜川和宝 | ...

智通财经7月8日电，农发种业(600313.SH)公告称，公司所属子公司自主培育的小麦新品种"泛麦9号"已 通过国家审定。该品种适宜在黄淮冬麦区南片水地组的河南省除信阳市（淮河以南稻茬麦区）和南阳市 南部部分地区以外的平原灌区，以及陕西、江苏、安徽等地区的高中水肥地块早中茬种植。这将为公司 的持续健康发展提供强有力的品种支撑，公司将积极开拓市场，提高市场占有率。 农发种业：公司小麦新品种通过国家审定 ...