人民财讯8月14日电，敦煌种业（600354）8月14日晚间发布2025年半年度报告，上半年营业收入7.18亿 元，同比增长21.63%；归母净利润5445.4万元，同比增长73.43%。报告期内，公司种子产业实现净利润 1.47亿元，较上年同期增加5857.95万元，增幅66.01%。 ...

敦煌种业公告，2025年上半年营业收入7.18亿元，同比增长21.63%。净利润5445.4万元，同比增长 73.43%。 ...

格隆汇8月14日丨敦煌种业(600354.SH)公布2025年半年度报告，上半年公司实现营业收入7.18亿元，同 比增长21.63%；利润总额1.91亿元，同比增长49.91%；归属于上市公司股东的净利润5445.40万元，同 比增长73.43%；归属于上市公司股东的扣除非经常性损益的净利润4924.02万元，同比增长121.23%；基 本每股收益0.1032元。 ...

融券方面，当日融券卖出0.00万股，净卖出0.00万股。 最近三个交易日，8日-12日，敦煌种业分别获融资买入0.27亿元、0.29亿元、0.31亿元。 8月12日，沪深两融数据显示，敦煌种业获融资买入额0.31亿元，居两市第661位，当日融资偿还额0.37 亿元，净卖出629.31万元。 ...

Group 1 - The planting industry sector experienced a decline of 0.67% on August 12, with Kangnong Seed Industry leading the drop [1] - The Shanghai Composite Index closed at 3665.92, up 0.5%, while the Shenzhen Component Index closed at 11351.63, up 0.53% [1] - Major stocks in the planting industry showed mixed performance, with some stocks like Xue Rong Biological and Hong Lian Fruits and Vegetables increasing by 0.74% [1] Group 2 - Kangnong Seed Industry's stock price fell by 2.93% to 24.85, with a trading volume of 31,200 shares and a transaction value of 78.28 million yuan [2] - The planting industry sector saw a net outflow of 324 million yuan from main funds, while retail investors contributed a net inflow of 211 million yuan [2] - Notable declines included Dunhuang Seed Industry down 2.30% and Shennong Seed Industry down 1.61% [2]

Core Insights - The agriculture sector experienced a decline of 0.3% on August 6, with Kangnong Seed Industry leading the drop [1][2] - The Shanghai Composite Index closed at 3633.99, up 0.45%, while the Shenzhen Component Index closed at 11177.78, up 0.64% [1] Sector Performance - The agriculture sector's individual stock performance showed mixed results, with notable gainers and losers [1] - Key stocks included Dunhuang Seed Industry, which rose by 1.05% to a closing price of 6.75, and Kangnong Seed Industry, which fell by 1.34% to 24.26 [2] Trading Volume and Capital Flow - The agriculture sector saw a net outflow of 207 million yuan from institutional investors, while retail investors contributed a net inflow of 126 million yuan [2][3] - The trading volume for Dunhuang Seed Industry was 237,300 shares, with a transaction value of 159 million yuan [1] Individual Stock Analysis - Dunhuang Seed Industry had a net inflow of 20.72 million yuan from institutional investors, while it faced a net outflow from retail investors [3] - Kangnong Seed Industry experienced a significant net outflow of 14.01 million yuan from institutional investors [3]

Market Performance - The planting industry sector increased by 0.59% on August 5, with Shennong Seed Industry leading the gains [1] - The Shanghai Composite Index closed at 3617.6, up 0.96%, while the Shenzhen Component Index closed at 11106.96, up 0.59% [1] Stock Performance - Key stocks in the planting industry and their performance include: - Shennong Seed Industry (300189): Closed at 4.84, up 2.76% with a trading volume of 1.3433 million shares and a turnover of 647.1 million [1] - Honghui Fruits and Vegetables (603336): Closed at 7.56, up 2.16% with a trading volume of 233,600 shares and a turnover of 175 million [1] - Qiu Le Shen V (831087): Closed at 18.50, up 1.37% with a trading volume of 44,300 shares and a turnover of 81.8 million [1] - Other notable stocks include Zhongxing Junye (002772), Boyuan Technology (600883), and Xin Sai Co., Ltd. (600540) with respective gains [1] Capital Flow - The planting industry sector saw a net inflow of 28.2654 million from institutional investors, while retail investors experienced a net outflow of 29.8697 million [1] - Notable capital flows for specific stocks include: - Nuofushin (002215): Net inflow of 29.6542 million from institutional investors, but a net outflow of 25.6975 million from retail investors [2] - Shennong Seed Industry (300189): Net inflow of 27.3554 million from institutional investors, with a net outflow of 19.3483 million from retail investors [2] - Other stocks like Jingyin Gaoke (300087) and Su Keng Agricultural Development (601952) also showed similar trends in capital flow [2]

Market Overview - The planting industry sector experienced a slight decline of 0.01% on August 1, with Dunhuang Seed Industry leading the drop [1] - The Shanghai Composite Index closed at 3559.95, down 0.37%, while the Shenzhen Component Index closed at 10991.32, down 0.17% [1] Stock Performance - Notable gainers in the planting sector included: - Honglian Huan Shu (603336) with a closing price of 7.45, up 2.19% and a trading volume of 349,800 shares [1] - Nuofushin (002215) closed at 11.53, up 1.77% with a trading volume of 319,100 shares [1] - Xue Rong Biological (300511) closed at 6.35, up 1.44% with a trading volume of 91,400 shares [1] - Conversely, significant decliners included: - Dunhuang Seed Industry (600354) closed at 6.57, down 1.79% with a trading volume of 237,000 shares [2] - Yasheng Group (600108) closed at 2.96, down 1.00% with a trading volume of 292,700 shares [2] - Beidahuang (600598) closed at 14.82, down 0.80% with a trading volume of 307,500 shares [2] Capital Flow - The planting industry sector saw a net outflow of main funds amounting to 77.34 million yuan, while retail investors contributed a net inflow of 113 million yuan [2][3] - Notable capital movements included: - Nuofushin (002215) with a main fund net outflow of 23.84 million yuan [3] - Honghui Fruit and Vegetable (603336) with a main fund net inflow of 22.08 million yuan [3] - Agricultural Development (600313) with a main fund net outflow of 2.91 million yuan [3]

Core Insights - The agriculture sector saw a rise of 1.37% on July 30, with Kangnong Seed leading the gains [1] - The Shanghai Composite Index closed at 3615.72, up 0.17%, while the Shenzhen Component Index closed at 11203.03, down 0.77% [1] Sector Performance - Kangnong Seed (837403) closed at 25.64, up 5.30% with a trading volume of 65,900 shares and a transaction value of 166 million [1] - Beidahuang (600598) closed at 15.27, up 3.67% with a trading volume of 901,400 shares and a transaction value of 1.368 billion [1] - Dunhuang Seed (600354) closed at 6.71, up 3.39% with a trading volume of 535,700 shares and a transaction value of 357 million [1] - Shennong Seed (300189) closed at 4.94, up 3.35% with a trading volume of 2,558,900 shares and a transaction value of 1.247 billion [1] - Wanxiang Denong (600371) closed at 9.60, up 3.11% with a trading volume of 198,100 shares and a transaction value of 18.8 million [1] Capital Flow - The agriculture sector experienced a net inflow of 268 million from institutional investors, while retail investors saw a net outflow of 285 million [2] - Major stocks like Beidahuang had a net inflow of 71.43 million from institutional investors, but a net outflow of 99.18 million from retail investors [3] - Longping High-Tech (000998) had a net inflow of 42.73 million from institutional investors, with a net outflow of 19.99 million from retail investors [3]

持续督导总结报告 二〇二五年七月 华龙证券股份有限公司 关于酒泉钢铁（集团）有限责任公司 收购甘肃省敦煌种业集团股份有限公司 华龙证券股份有限公司 关于 酒泉钢铁（集团）有限责任公司 收购甘肃省敦煌种业集团股份有限公司 之 之持续督导总结报告 华龙证券股份有限公司（以下简称"本财务顾问"、"华龙证券"）接受收 购人酒泉钢铁（集团）有限责任公司（以下简称"收购人"、"酒钢集团"）委 托担任其收购甘肃省敦煌种业集团股份有限公司（以下简称"上市公司"、"公 司"、"敦煌种业"）之财务顾问（上述收购行为以下简称"本次收购"）。根 据《上市公司收购管理办法》等法规规定，华龙证券作为本次收购的收购人财务 顾问，持续督导期自敦煌种业披露《甘肃省敦煌种业集团股份有限公司详式权益 变动报告书》（以下简称"《详式权益变动报告书》"）之日（2023 年 11 月 24 日）起至收购完成（2024 年 7 月 16 日）后的 12 个月止。 一、本次交易情况 本次收购前，酒钢集团不存在通过直接或间接等形式持有上市公司股份的情 形。 本次收购中，酒钢集团通过无偿划转方式受让上市公司 5,821.66 万股股份， 占上市公司总股本的比例 ...