证券代码：600371 证券简称：万向德农 公告编号： 2025--008 万向德农股份有限公司 重要内容提示： ● 每股分配比例 每股派发现金股利 0.15 元（含税） ●本次利润分配以实施权益分派股权登记日登记的总股本为基数，具体日期 将在权益分派实施公告中明确。 ● 在实施权益分派的股权登记日前公司总股本发生变动的，拟维持分配总额 不变，相应调整每股分红比例，并将另行公告具体调整情况。 ●本公司利润分配方案不触及《上海证券交易所股票上市规则（2024 年 4 月 修订）》（以下简称《股票上市规则》）第 9.8.1 条第一款第（八）项规定的可能 被实施其他风险警示的情形。 一、利润分配方案内容 2024 年度利润分配方案公告 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。 项目 本年度 上年度 上上年度 现金分红总额（元） 43,886,700.00 58,515,600.00 58,515,600.00 回购注销总额（元） 0 0 0 归属于上市公司股东 的净利润（元） 52,628,214.09 65,290,445. ...

Investment Rating - The industry investment rating is "Overweight" indicating that the agricultural sector is expected to outperform the overall market [2][5]. Core Insights - The report emphasizes the strategic value of the agricultural sector under the backdrop of unexpected tariff policies and the "internal circulation + self-control" approach, highlighting investment opportunities across various sub-sectors [5][3]. - The report notes a significant increase in online sales of pet food, with March sales reaching 2.65 billion yuan, a year-on-year increase of 23% and a month-on-month increase of 44% [3][5]. Summary by Relevant Sections Agricultural Sector Performance - The Shenwan Agricultural Index rose by 3.3%, while the CSI 300 Index fell by 2.9% during the week [3][4]. - Top five gainers included Shen Nong Technology (35.7%), Xin Sai Co. (32.2%), Jin He Biological (28.8%), Wanxiang De Nong (24.9%), and Bei Da Huang (19.7%) [4][12]. Livestock Farming - Swine prices are expected to fluctuate, with the average price for external three yuan pigs at 14.80 yuan/kg, a week-on-week increase of 1.4% [3][13]. - The report anticipates a potential decline in pig prices due to increased supply in the second quarter, suggesting a left-side investment opportunity in the sector [3][5]. Poultry Farming - The price of white chicken chicks continues to weaken, with the average price at 2.54 yuan/chick, a week-on-week decrease of 7.64% [3][5]. - The report highlights the importance of monitoring consumer demand, particularly in the restaurant and catering sectors, as a key factor affecting the poultry market [3][5]. Pet Food Industry - The report indicates that domestic brands are likely to gain market share as the cost-effectiveness of imported pet food declines [5][3]. - Key companies in the pet food sector, such as Guai Bao Pet and Zhong Chong Co., reported significant growth in sales, with Guai Bao Pet achieving a 47% year-on-year increase in March [3][5]. Seed Industry - The necessity for self-control in the seed industry is increasingly evident, with a push towards biological breeding and accelerated industrialization [5][3]. - The report recommends focusing on companies like Longping High-Tech and Dabeinong in the seed sector [5][3].

Market Overview - Global stock markets are generally declining, while A-shares and Hong Kong stocks are rising against the trend [1][2] - The Nikkei 225 index fell over 5%, and major European indices also turned negative, with the German DAX, Italian FTSE MIB, and Eurozone STOXX 50 indices all down more than 1% [1][2] A-shares and Hong Kong Stocks Performance - A-shares showed strength with the ChiNext Index and Sci-Tech 50 Index rising significantly; the Shanghai Composite Index increased by 0.45% to 3238.23 points, and the Shenzhen Component Index rose by 0.82% to 9834.44 points [2][3] - Hong Kong's Hang Seng Index rose over 1%, and the Hang Seng Tech Index increased nearly 2%, with net inflows from southbound funds exceeding 11 billion HKD [2][4] Sector Highlights - The semiconductor sector experienced a significant surge, with multiple stocks hitting the daily limit of 20% increase, including Jinghua Micro, Naxin Micro, and Shengbang Co. [3][5] - The quartz concept stocks also saw strong performance, with Kaide Quartz hitting a 30% limit up, and other stocks like Quartz Co. and Oujing Technology achieving consecutive limit ups [8][10] Agricultural Sector Decline - The agricultural sector faced a sharp decline, with stocks like Meino Biological dropping over 18% and several others hitting the limit down [11][12] - Companies such as Wanxiang Denong and Beidahuang also experienced significant losses, indicating a broader downturn in the agricultural market [11][12] Semiconductor Industry Developments - The China Semiconductor Industry Association issued a notice regarding the "origin" recognition rules for semiconductor products, which may impact the industry dynamics [6][10] - Citic Securities highlighted the importance of self-sufficiency in the semiconductor sector, predicting that short-term simulated chip directions will benefit, while long-term low domestic production rates in specific segments will also see advantages [7] Quartz Market Insights - The announcement of a newly discovered high-purity quartz mine in China is expected to boost the domestic supply chain for semiconductor and photovoltaic industries, potentially leading to price increases for high-purity quartz sand [10]

截至4月11日收盘，转基因概念下跌5.96%，位居概念板块跌幅榜前列，板块内，万向德农跌停，神农 种业、敦煌种业、丰乐种业等跌幅居前，股价上涨的有3只，涨幅居前的有芭田股份、金城医药、科前 生物等，分别上涨5.63%、1.91%、1.07%。 转基因概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002385 | 大北农 | -7.17 | 10.09 | -15703.93 | | 300087 | 荃银高科 | -8.83 | 12.71 | -10991.72 | | 300189 | 神农种业 | -13.04 | 40.95 | -10713.62 | | 000998 | 隆平高科 | -5.46 | 7.89 | -6747.25 | | 002041 | 登海种业 | -6.88 | 6.53 | -5055.55 | | 000713 | 丰乐种业 | -9.02 | 18.03 | -4946.29 | | 600354 | 敦煌种业 | -9.25 | 20. ...

万向德农（600371）今日上涨4.27%，全天换手率30.32%，成交额10.66亿元，振幅17.65%。龙虎榜数据 显示，营业部席位合计净买入1830.64万元。 上交所公开信息显示，当日该股因日振幅值达17.65%、日换手率达30.32%上榜，营业部席位合计净买 入1830.64万元。 证券时报数据宝统计显示，上榜的前五大买卖营业部合计成交1.32亿元，其中，买入成交额为7529.96万 元，卖出成交额为5699.32万元，合计净买入1830.64万元。 具体来看，今日上榜营业部中，第一大买入营业部为国泰海通证券股份有限公司总部，买入金额为 2943.05万元，第一大卖出营业部为东莞证券股份有限公司北京兴华大街证券营业部，卖出金额为 1223.65万元。 资金流向方面，今日该股主力资金净流出9005.70万元，其中，特大单净流出5163.43万元，大单资金净 流出3842.28万元。近5日主力资金净流入1470.46万元。 2024年10月30日公司发布的三季报数据显示，前三季度公司共实现营业收入2.77亿元，同比增长 23.49%，实现净利润5176.17万元，同比增长0.87%。(数据宝) 万向德农 ...

证券代码 :600371 证券简称 : 万向德农 公告编号 : 2025– 004 万向德农股份有限公司股票交易异常波动公告 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： ● 公司股票于 2025 年 4 月 8 日、9 日、10 日连续三个交易日内 收盘价格涨幅偏离值累计超过 20%，根据《上海证券交易所交易规则》 的有关规定，属于股票交易异常波动。 ● 经公司自查并向公司控股股东及实际控制人核实，截至本公告 披露日，除公司已披露事项外，不存在应披露而未披露的重大信息。 ●公司主营业务为玉米杂交种的生产与销售，生产经营情况未发 生变化。 ●公司股价短期波动幅度较大，敬请广大投资者注意二级市场交 易风险，理性投资，审慎投资。 一、股票交易异常波动的具体情况 公司股票于 2025 年 4 月 8 日、9 日、10 日连续三个交易日内收 盘价格涨幅偏离值累计超过 20%，根据《上海证券交易所交易规则》 及有关规定，属于股票交易异常波动情况。 二、公司关注并核实的相关情况 针对公司股票交易异常波动，公司对有关事项进 ...

鲁伟鼎(答 2025 年 4 月 10 日 万向德农股份有限公司: 贵公司《股票交易异常波动的问询函》收悉,经公司核实,并向 鲁伟鼎先生核实,回复如下: 截至 2025年4月10日,根据《上海证券交易所股票上市规则》 等有关规定,我公司及鲁伟鼎先生不存在影响上市公司股票价格异常 波动的重大事项;不存在其他应披露而未披露的重大事项,包括但不 限于重大资产重组、发行股份、上市公司收购、债务重组、业务重组、 资产剥离和资产注入、股份回购、股权激励、重大业务合作、引进战 略投资者等重大事项;未在股票交易异常波动期间买卖贵公司股票。 特此复函。 万向三农集团有限公司并鲁伟鼎先生 关于万向德农股份有限公司股票交易异常波动的问询函的复函 ...

Group 1 - The agricultural sector is experiencing strong performance, with multiple stocks such as XinSai Co., WanXiang DeNong, BeiDaHuang, and QiuLe Seed Industry hitting the daily limit, while others like JinDan Technology and KangNong Seed Industry have risen over 10% [1][2] - Specific stock performance includes QiuLe Seed Industry up by 29.98% to 28.57, KangNong Seed Industry up by 23.67% to 54.66, and JinDan Technology up by 16.50% to 17.70 [2] Group 2 - The Central Committee of the Communist Party and the State Council have issued a plan for building a strong agricultural nation by 2035, aiming for significant progress by 2027 and modernization of rural areas [3] - The plan emphasizes the need for advanced agricultural machinery, highlighting the demand for high-performance and intelligent agricultural equipment, particularly in grain production [3] - The plan also includes upgrading agricultural machinery and promoting the integration of agricultural machinery and agronomy to enhance efficiency and productivity [3] Group 3 - Pacific Securities highlights the defensive attributes of the agricultural sector amid trade tariffs, recommending investment in the planting industry chain related to soybeans and corn, as well as livestock sectors related to pork and poultry [4] - The investment strategy focuses on sectors with strong recovery potential, such as dairy farming and poultry farming, which are experiencing capacity reduction and price reversal expectations [4] - The pet food sector is also identified as a value investment opportunity due to its sustained high demand and overseas production capabilities [4]

| 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.04.08 | 10.03 | 17.10 | -5774.50 | | 2025.04.07 | 10.01 | 13.95 | 12306.41 | | 2025.04.03 | 2.57 | 3.03 | 435.19 | | 2025.04.02 | 0.35 | 0.76 | 46.72 | | 2025.04.01 | 1.91 | 1.16 | -111.28 | | 2025.03.31 | -0.36 | 0.88 | -127.08 | | 2025.03.28 | -1.75 | 0.85 | -24.78 | | 2025.03.27 | -1.04 | 0.89 | 182.82 | | 2025.03.26 | 1.41 | 1.23 | -420.96 | | 2025.03.25 | 1.07 | 0.88 | 0.00 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 万向德农盘中涨停，已连收3个涨停板，截至9:2 ...

● 公司特别提醒广大投资者，注意投资风险、理性决策、审慎投 资。 一、股票交易异常波动的具体情况 公司股票于 2025 年 4 月 2 日、3 日、7 日连续三个交易日内收 盘价格涨幅偏离值累计超过 20%，根据《上海证券交易所交易规则》 及有关规定，属于股票交易异常波动情况。 二、公司关注并核实的相关情况 证券代码 :600371 证券简称 : 万向德农 公告编号 : 2025– 003 万向德农股份有限公司股票交易异常波动公告 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： ● 公司股票于 2025 年 4 月 2 日、3 日、7 日连续三个交易日内 收盘价格涨幅偏离值累计超过 20%，根据《上海证券交易所交易规则》 的有关规定，属于股票交易异常波动。 ● 经公司自查并向公司控股股东及实际控制人核实，截至本公告 披露日，除公司已披露事项外，不存在应披露而未披露的重大信息。 针对公司股票交易异常波动，公司对有关事项进行了核查，并书 面征询了本公司控股股东及实际控制人，现将有关情况说明如下： （一）生产经营情况 ...