| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300189 | 神农种业 | 7.07 | -4.97% | 238.43万 | 16.77亿 | | 601118 | 海南橡胶 | 5.61 | -4.10% | 107.33万 | 6.05亿 | | 300970 | 华绿生物 | 20.10 | -2.00% | 10.79万 | 2.17亿 | | 002772 | 众兴菌业 | 14.33 | -1.78% | 11.23万 | 1.62亿 | | 600354 | 敦煌种业 | 6.44 | -0.46% | 32.55万 | 2.09亿 | | 600359 | 新农开发 | 7.12 | -0.42% | 7.83万 | 5592.63万 | | 600883 | 博園科技 | 8.04 | -0.25% | 4.03万 | 3266.20万 | | 600313 | 农发种业 | 6.43 | -0.16% | 34.16万 | 2.19亿 | | 600598 | 北大荒 ...

Market Overview - The Shanghai Composite Index closed at 3968.84 points, with a slight increase of 0.09% [1] - The total trading volume of A-shares reached 2461.743 billion yuan [1] Technical Analysis - A total of 167 A-shares experienced a death cross, where the 5-day moving average fell below the 10-day moving average [1] - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - Sanfu New Science (三孚新科) with a difference of -1.68% [1] - Tianjian Technology (天箭科技) with a difference of -1.66% [1] - Zhongmin Energy (中闽能源) with a difference of -1.30% [1] Individual Stock Performance - Sanfu New Science (688359) decreased by 0.25% with a trading turnover of 1.57% [1] - Tianjian Technology (002977) saw a significant drop of 9.99% with a trading turnover of 2.27% [1] - Zhongmin Energy (600163) declined by 2.17% with a trading turnover of 1.33% [1] - Other notable stocks include: - Hainan Ruize (002596) increased by 0.94% [1] - Weidao Nano (688147) decreased by 1.54% [1] - Eighty Billion (688181) increased by 0.31% [1] Additional Stock Movements - Stocks such as Xiling Information (300588) and Zhaolong Interconnect (300913) also showed minor declines of 0.11% and 1.55% respectively [1] - The performance of ST stocks included: - ST Huaxi (002630) with a decrease of 0.40% [1] - ST Meicheng (300237) with a decline of 1.90% [1]

（文章来源：证券日报） 证券日报网讯 12月30日，万向德农在互动平台回答投资者提问时表示，公司在规范运作、稳健经营的 基础上，通过持续稳定实施现金分红、增强信息披露透明度等方式做好投资者关系管理。公司始终重视 投资者回报，连续多年实施现金分红。公司2024年度实施现金分红方案为向全体股东每10股派发现金红 利1.50元（含税），共计派发现金红利43886700.00元，占本年度归属于上市公司股东净利润的比例 83.39%。公司主营为玉米杂交种的生产与销售，公司目前依然聚焦主业。公司如有重大事项，将严格 按照信息披露规则在指定信息披露媒体公布，公司相关信息请关注公司在指定信息披露媒体披露的公 告。 ...

Investment Rating - Industry Rating: Recommended [4] Core Insights - The pork industry continues to face losses, with a focus on pig farming opportunities. The average price of live pigs is 11.59 CNY/kg, down 0.46% week-on-week. The total breeding sow inventory is 39.9 million heads, down 1.1% month-on-month and 2.1% year-on-year. The industry is experiencing ongoing losses, with self-bred and purchased pig farming losses at 130.11 CNY/head and 162.80 CNY/head respectively. The recent anti-dumping ruling may alleviate domestic pork supply pressure, leading to accelerated capacity reduction [2][12]. Summary by Sections Planting Industry Chain - The Ministry of Agriculture and Rural Affairs has initiated winter crop seed supervision checks to ensure seed safety for the upcoming spring and summer planting. The checks focus on key crops such as corn, rice, soybeans, cotton, and vegetables. The commercialization of genetically modified technology is expected to accelerate, enhancing self-sufficiency rates of key varieties. Recommended stocks include Beidahuang and Suqian Agricultural Development [1][11]. Pig Farming - The average price of live pigs is reported at 11.59 CNY/kg, with a slight decrease of 0.46% from the previous week. The average price for pig futures is 11,469 CNY/ton, reflecting a 1.07% increase. The average weight of pigs post-slaughter is 89.57 kg, with a month-on-month increase of 3.21% in slaughter volume [12][62][65]. Recommended Stocks - For pig farming, recommended stocks include: 1. Livestock sector: Lihua Stock, Muyuan Food, Shuanghui Development, Dekang Agriculture, Jingji Zhino, and Wens Foodstuff 2. Feed sector: Haida Group 3. Animal health sector: Jinhai Biological, Biological Shares, Placo, and Zhongmu Shares [2][12].

从资金流向上来看，当日种植业板块主力资金净流入2.77亿元，游资资金净流出2.93亿元，散户资金净 流入1569.28万元。种植业板块个股资金流向见下表： 证券之星消息，12月22日种植业板块较上一交易日上涨2.55%，神农种业领涨。当日上证指数报收于 3917.36，上涨0.69%。深证成指报收于13332.73，上涨1.47%。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) | | --- | --- | --- | --- | --- | --- | | 300189 | 神农种业 | 7.13 | 20.03% | 403.44万 | 27.20亿 | | 601118 | 海南橡胶 | 6.08 | 9.95% | 129.40万 | 7.75 Z | | 920403 | 康农种业 | 23.99 | 2.70% | 5.34万 | 1.28亿 | | 600313 | 农发种业 | 6.74 | 2.28% | 38.76万 | 2.60亿 | | 002041 | 三世康康 | 9.56 | 1.70% | 13.25万 | 1.26 ...

证券代码：600371 证券简称：万向德农 公告编号：2025- 034 万向德农股份有限公司 关于控股股东增持股份进展公告 本公司董事会、全体董事及相关股东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： 截至本公告披露日，增持计划实施期限已过半，万向三农尚未增持公 司股份，主要系根据统筹安排逐步实施增持计划。 后续万向三农将根据本次增持计划择机增持公司股份。本次增持计划 可能存在因资本市场情况发生变化或目前尚无法预判的其他风险因素导致增持 计划的实施无法达到预期的风险，敬请广大投资者注意投资风险。 增持主体名称 万向三农集团有限公司 增持主体身份 控股股东、实控人 √是 否 控股股东、实控人的一致行动人 是 否 直接持股 5%以上股东 是 否 董事、监事和高级管理人员 是 否 其他：__________ 增持前持股数量 142,650,135 股 一、增持主体的基本情况 | 增持前持股比例 | 48.76% | | --- | --- | | （占总股本） | | 二、增持计划的实施进展 | 增持主体名称 | 万向三农集团有限公司 ...

Market Overview - The planting industry sector increased by 0.22% on December 8, with Shennong Seed Industry leading the gains [1] - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] Stock Performance - Shennong Seed Industry (300189) closed at 6.15, up 2.33%, with a trading volume of 1.6188 million shares and a transaction value of 999.7 million yuan [1] - Hainan Rubber (601118) closed at 5.92, up 1.02%, with a trading volume of 601,100 shares and a transaction value of 358 million yuan [1] - Hualu Biological (300970) closed at 17.47, up 0.98%, with a trading volume of 22,200 shares and a transaction value of 38.796 million yuan [1] - Other notable stocks include Bowan Technology (600883) at 8.45 (+0.96%), Wanxiang Deno (600371) at 9.26 (+0.87%), and Kangnong Seed Industry (920403) at 21.31 (+0.76%) [1] Capital Flow - The planting industry sector experienced a net outflow of 5.5312 million yuan from main funds, while retail funds saw a net inflow of 17.8913 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors showed interest [2] Individual Stock Capital Flow - Zhuoyin High-Tech (300087) had a main fund net outflow of 46.7684 million yuan, with retail outflows of 32.6352 million yuan [3] - Beidahuang (600598) saw a main fund net inflow of 14.3215 million yuan, while retail funds experienced a net outflow of 2.6344 million yuan [3] - Nuo Puxin (002215) had a main fund net inflow of 10.074 million yuan, but retail funds saw a significant outflow of 11.8112 million yuan [3]

Market Overview - The planting industry sector declined by 1.52% on December 5, with Zhongxing Junye leading the drop [1] - The Shanghai Composite Index closed at 3902.81, up 0.7%, while the Shenzhen Component Index closed at 13147.68, up 1.08% [1] Stock Performance - Notable gainers in the planting industry included: - Nongfa Seed Industry (600313) with a closing price of 6.86, up 4.41% on a trading volume of 557,500 shares and a turnover of 379 million yuan [1] - Yasheng Group (600108) closed at 3.21, up 3.55% with a trading volume of 570,600 shares and a turnover of 181 million yuan [1] - Shennong Seed Industry (300189) closed at 6.01, up 3.26% with a trading volume of 1.8744 million shares and a turnover of 1.119 billion yuan [1] Capital Flow - The planting industry sector experienced a net outflow of 46.43 million yuan from main funds, while retail investors saw a net inflow of 50.80 million yuan [2] - The main funds' net inflow for Yasheng Group was 31.62 million yuan, while it faced a net outflow of 26.11 million yuan from retail investors [3] - Hainan Rubber (601118) had a main fund net inflow of 13.49 million yuan, with retail investors contributing a net inflow of 907,370 yuan [3]

Core Insights - The planting industry sector experienced a slight increase of 0.07% on December 1, with Zhongxing Junye leading the gains [1] - The Shanghai Composite Index closed at 3914.01, up 0.65%, while the Shenzhen Component Index closed at 13146.72, up 1.25% [1] Sector Performance - Zhongxing Junye (002772) closed at 13.13, up 4.12% with a trading volume of 261,100 shares and a transaction value of 347 million yuan [1] - Nuofushin (002215) closed at 11.20, up 3.90% with a trading volume of 281,100 shares and a transaction value of 316 million yuan [1] - Yasheng Group (600108) closed at 3.17, up 1.93% with a trading volume of 679,700 shares and a transaction value of 216 million yuan [1] - Dunhuang Seed Industry (600354) closed at 6.60, up 1.54% with a trading volume of 126,860 shares and a transaction value of 178 million yuan [1] Capital Flow - The planting industry sector saw a net outflow of 236 million yuan from main funds, while retail investors contributed a net inflow of 175 million yuan [2] - The main funds showed a net inflow in Nuofushin (317.72 million yuan) and a net outflow in Zhongxing Junye (-33.90 million yuan) [3] - Retail investors showed significant net inflows in several stocks, including Zhongxing Junye (221.98 million yuan) and Dunhuang Seed Industry (1589.02 million yuan) [3]

Core Insights - Both Zhongnongfa Seed Industry and Wanxiang Denong are focusing on research and development (R&D) innovations and smart breeding strategies to enhance their market competitiveness [1][2] Group 1: R&D Innovations - Zhongnongfa Seed Industry is advancing seed innovation by concentrating on key core technology breakthroughs and integrating internal and external scientific resources [1] - The company has established the Zhongnongfa Grain Safety (Beijing) Biotechnology Research Institute to promote smart breeding and accelerate the digital transformation of research [1] - Wanxiang Denong has developed a unified database encompassing various data dimensions such as germplasm resources, genomics, phenomics, and environmental factors, applying whole-genome selection models to optimize breeding plans [1][2] Group 2: Market Alignment - Both companies emphasize the importance of aligning R&D efforts with market demands to ensure that research outcomes are effectively applied [1] - Wanxiang Denong is actively building long-term partnerships with agricultural research institutions and universities to enhance its R&D capabilities and understand variety approval rules [2] Group 3: Quality Control and Intellectual Property - Wanxiang Denong has established a comprehensive safety control system throughout the entire process of variety R&D, seed production, and market promotion [3] - The company implements tiered management of core information to prevent data leakage during the breeding material and experimental data phases [3] - Quality control measures include strict monitoring of seed purity and germination rates, ensuring compliance with standards [3]