转自：黑龙江日报 文 | 黑龙江日报 姜斌 从三江平原到松嫩腹地，5月的北大荒，处处可见春耕生产的火热场景。北大荒正利用科技和智慧，在 万亩良田上描绘着壮美的现代农业画卷，为端稳"中国饭碗"筑牢春耕基石。 记者从北大荒集团农业发展部了解到，截至5月5日，北大荒集团水稻生产进度中，水稻泡田完成 99.98%；春整地完成99.86%；水稻插秧也陆续开始，截至目前，完成0.58万亩。旱田春播正如火如荼地 进行，已播858万亩，完成超过34%；其中，玉米播种完成超过68%；整体春耕工作将按计划完成，预 计在5月20日左右完成全部播种和插秧作业。 智能农机管理平台 北斗导航"数据种地" 水稻插秧更智慧 5月6日，在北大荒农业股份八五六分公司第六管理区的一处水田内，无人水稻插秧机自动进行路径规 划、转弯掉头、秧爪精准启停等全流程作业，实现传统插秧向"数据种地"的转变。 连日来，为保障水稻插秧工作高标准进行，八五八农场1200余台插秧机全部安装了北斗导航辅助系统， 实现智能辅助插秧全覆盖。 在第七管理区种植户张炳立家水稻田边，管理区农机技术员黄龙海正在向种植户们详细讲解如何正确操 作插秧机导航，并指导他们完成插秧前的机器调 ...

截至5月7日收盘，大豆概念上涨3.29%，位居概念板块涨幅第5，板块内，13股上涨，秋乐种业、先达 股份、荃银高科等涨幅居前，分别上涨17.90%、6.17%、4.51%。 大豆概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002385 | 大北农 | 2.18 | 5.29 | 6281.80 | 8.11 | | 300087 | 荃银高 科 | 4.51 | 7.87 | 3152.70 | 4.67 | | 601952 | 苏垦农 发 | 1.74 | 1.77 | 1932.64 | 8.01 | | 600598 | 北大荒 | 2.36 | 4.94 | 1533.51 | 1.13 | | 600313 | 农发种 业 | 2.95 | 5.57 | 1249.20 | 3.17 | | 600704 | 物产中 大 | 1.72 | 1.49 | 668.00 | 1.64 | | ...

Group 1 - The core viewpoint emphasizes the recovery of domestic demand, suggesting a more optimistic outlook for investment opportunities in the food and beverage sector, with potential for a dual boost in fundamentals and valuations in the second half of the year [1] - The major consumption ETF has shown a year-to-date maximum drawdown of 5.57%, indicating some volatility, but it has also outperformed its benchmark with a one-year annualized excess return of 2.18% [2] - The latest price-to-earnings ratio (PE-TTM) for the major consumption index is 19.84, which is considered low compared to historical levels, indicating potential undervaluation [2] Group 2 - The top ten weighted stocks in the major consumption index account for 67.16% of the index, highlighting the concentration of investment in a few key players [3] - The performance of individual stocks within the index shows mixed results, with notable increases in stocks like Hai Tian Wei Ye (3.06%) and declines in others like Dong Peng Beverage (-0.89%) [5] - The report indicates that the liquor industry is entering a bottoming phase, with expectations for recovery as companies manage inventory more effectively in the latter half of the year [1]

2025年4月29日，北大荒(600598.SH)发布2025年一季报。 公司营业总收入为9.56亿元，在已披露的同业公司中排名第6，较去年同报告期营业总收入减少52.38万 元，同比较去年同期下降0.05%。归母净利润为5.39亿元，在已披露的同业公司中排名第1，较去年同报 告期归母净利润减少1609.34万元，同比较去年同期下降2.90%。经营活动现金净流入为51.70亿元，在 已披露的同业公司中排名第1，较去年同报告期经营活动现金净流入增加6655.68万元，实现5年连续上 涨，同比较去年同期上涨1.30%。 公司最新总资产周转率为0.08次，在已披露的同业公司中排名第13，较去年同期总资产周转率持平，同 比较去年同期下降2.56%。最新存货周转率为0.61次，在已披露的同业公司中排名第7，较去年同期存货 周转率增加0.16次，实现2年连续上涨，同比较去年同期上涨35.39%。 公司股东户数为9.78万户，前十大股东持股数量为12.16亿股，占总股本比例为68.42%，前十大股东持 股情况如下： | 序号 | 股东名称 | 持股比例 | | --- | --- | --- | | I | 北大荒农垦集团 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 (一)主要会计数据和财务指标 单位：元 币种：人民币 证券代码：600598 证券简称：北大荒 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 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假 记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息的真 实、准确、完整。 第一季度财务报表是否经审计 □是 √否 一、主要财务数据 ■ (二)非经常性损益项目和金额 √适用 □不适用 单位:元 币种:人民币 ■ 对公司将《公开发行证券的公司信息披露解释性公告第1号一一非经常性损益》未列举的项目认定为非 经常性损益项目且金额重大的，以及将《公开发行证券的公司信息披露解释性公告第1号一一非经常性 损益》中列举的非经常性损益项目界定为经常性损益的项目，应说明原因。 □适用 √不适用 (三)主要会计数据、财务指标发生变动的情况、原因 √适用 □不适用 ...

Financial Performance - The company's operating revenue for Q1 2025 was CNY 955,666,697.50, a slight decrease of 0.05% compared to CNY 956,190,486.30 in the same period last year[4] - The net profit attributable to shareholders was CNY 538,641,555.27, down 2.90% from CNY 554,734,945.42 year-on-year[4] - The net profit after deducting non-recurring gains and losses was CNY 509,466,233.35, reflecting a decrease of 7.95% compared to CNY 553,469,863.22 in the previous year[4] - The basic earnings per share for the period was CNY 0.303, a decrease of 2.88% from CNY 0.312 in the same period last year[4] - The diluted earnings per share also stood at CNY 0.303, reflecting the same percentage decrease of 2.88% year-on-year[4] - The weighted average return on equity decreased by 0.46 percentage points to 6.67% from 7.13% in the previous year[4] - Net profit for Q1 2025 was CNY 536.57 million, compared to CNY 553.05 million in Q1 2024, a decrease of 2.97%[19] - The company reported a profit before tax of CNY 541.66 million in Q1 2025, down from CNY 554.68 million in Q1 2024, a decrease of 2.35%[19] Cash Flow and Investments - The net cash flow from operating activities increased by 1.30% to CNY 5,170,051,167.08 from CNY 5,103,494,325.08 year-on-year[4] - Cash flow from operating activities generated a net amount of CNY 5.17 billion in Q1 2025, compared to CNY 5.10 billion in Q1 2024, an increase of 1.3%[21] - Cash flow from investing activities showed a net outflow of CNY 3.65 billion in Q1 2025, compared to a net outflow of CNY 320.04 million in Q1 2024[22] - The net cash flow from investment activities was -CNY 3,650,394,919.42, compared to -CNY 319,990,937.37 in Q1 2024, indicating increased investment outflows[30] - The company reported a net increase in cash and cash equivalents of CNY 1,509,412,245.57, down from CNY 4,768,329,627.91 in Q1 2024[30] - Total cash inflow from financing activities was CNY 4,227,059.47, with cash outflows totaling CNY 3,598,233.63, resulting in a net cash flow of CNY 628,825.84[30] Assets and Liabilities - Total assets at the end of the reporting period reached CNY 14,966,143,417.95, representing a significant increase of 66.75% from CNY 8,975,122,997.23 at the end of the previous year[5] - The company's current assets amounted to CNY 10.01 billion, up from CNY 3.97 billion at the end of 2024, indicating a growth of about 152.5%[14] - Total liabilities rose to CNY 6.82 billion, up from CNY 1.38 billion, which is an increase of approximately 393.5%[16] - The total liabilities increased to CNY 6.36 billion, compared to CNY 890.20 million at the end of 2024, indicating a substantial rise in financial obligations[26] - The company's equity attributable to shareholders reached CNY 8.35 billion, compared to CNY 7.80 billion at the end of 2024, showing an increase of about 7.1%[16] - The total equity increased to CNY 8.45 billion, compared to CNY 7.92 billion at the end of 2024, reflecting a growth of 6.7%[27] Inventory and Costs - Total operating costs increased to CNY 448.05 million in Q1 2025 from CNY 408.38 million in Q1 2024, an increase of 9.7%[18] - The company's inventory surged to CNY 934.57 million, compared to CNY 159.70 million at the end of 2024, marking an increase of around 485.5%[14] - The company's inventory increased to CNY 903.51 million, a significant rise from CNY 134.96 million at the end of 2024[24] - Payments for goods and services decreased to CNY 428,303,444.90 from CNY 586,255,273.30 in the previous year, reflecting improved cost management[29] - Employee compensation payments increased to CNY 391,830,547.60, up from CNY 337,782,218.12 in Q1 2024, indicating a focus on workforce investment[29] Research and Development - Research and development expenses for Q1 2025 were CNY 16.43 million, up 12.7% from CNY 14.58 million in Q1 2024[28] Other Financial Metrics - The company reported non-recurring gains totaling CNY 29,175,321.92 for the period[7] - Other comprehensive income after tax for Q1 2025 was CNY 19.03 million, compared to a loss of CNY 6.52 million in Q1 2024[19] - The company received CNY 5,415,330,308.90 in cash from sales of goods and services, slightly down from CNY 5,434,663,968.47 in Q1 2024[29] - The company did not report any cash inflows from new investments or acquisitions during this quarter[30] - The company has not reported any changes in the participation of major shareholders in margin trading and securities lending activities during the reporting period[12]

北大荒（600598）公告，2025年第一季度营收为9.56亿元，同比下降0.05%；净利润为5.39亿元，同比 下降2.90%。 ...

Core Viewpoint - The organic agriculture sector is emerging as a sustainable development engine in response to the challenges posed by traditional agriculture, which relies heavily on chemical inputs, leading to environmental degradation and food safety concerns [1][14]. Industry Overview - Organic agriculture refers to farming practices that avoid synthetic fertilizers, pesticides, and other artificial additives, relying instead on organic fertilizers and sustainable agricultural techniques [3]. - The development of organic agriculture addresses issues such as soil erosion, pollution from chemical use, and loss of biodiversity, while also enhancing farmers' income and rural economic development [3]. Market Size and Growth - The market size of China's organic agriculture industry has been growing steadily, reaching 104.6 billion yuan in 2023, a year-on-year increase of 1.55%, with projections for 2024 to reach approximately 106.2 billion yuan [1][14]. - The organic fertilizer market is also expanding rapidly, with a market size of 141.39 billion yuan in 2023, expected to grow to around 150 billion yuan by 2025 [10]. Government Support and Policies - The Chinese government has been actively promoting organic agriculture through various supportive policies, including the establishment of organic product standards and the encouragement of modern agricultural practices [6][7]. - Recent policies aim to enhance the development of organic agriculture, including the promotion of smart management technologies and the establishment of organic product identification systems [6][7]. Competitive Landscape - The organic agriculture market in China is characterized by a fragmented structure, with many small and specialized companies rather than large integrated enterprises [16]. - Key players in the industry include companies like Guangdong Jinhui An Ecological Agriculture Development Co., Ltd., Mingkanghui Ecological Agriculture Group Co., Ltd., and Heilongjiang Beidahuang Agricultural Co., Ltd., which are focusing on various aspects of organic agriculture [17][19]. Trends in Organic Agriculture - There is a growing demand for organic agriculture driven by increasing consumer awareness of food safety and health [21]. - Sales channels for organic products are diversifying, with e-commerce and community group buying becoming significant avenues for distribution [22]. - Brand building is becoming increasingly important as companies focus on quality and marketing to enhance their market presence and consumer trust [23][24].

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： ● 本次会议是否有否决议案：无 一、会议召开和出席情况 (一)股东大会召开的时间：2025年4月22日 (二)股东大会召开的地点：哈尔滨市南岗区汉水路263号本公司4楼会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： ■ (四)表决方式是否符合《公司法》及《公司章程》的规定，大会主持情况等。 会议由公司董事长马忠峙先生主持，本次会议采取现场投票与网络投票相结合的方式进行表决，会议召 开及表决的方式符合《公司法》及《公司章程》规定。 (五)公司董事、监事和董事会秘书的出席情况 1、议案名称：2024年度董事会工作报告的议案 审议结果：通过 表决情况： ■ 2、议案名称：2024年度监事会工作报告的议案 审议结果：通过 表决情况： 1、公司在任董事7人，出席7人； 2、公司在任监事3人，出席3人； 3、公司董事会秘书李金宝先生出席本次会议；其他高级管理人员列席本次会议。 二、议案审议情况 (一)非累积投票议案 ■ 3、议案名称：2024年年 ...

证券代码：600598 证券简称：北大荒 公告编号：2025-017 黑龙江北大荒农业股份有限公司 2024年年度股东大会决议公告 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： (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： | 1、出席会议的股东和代理人人数 | 1,420 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 1,187,253,784 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例（%） | 66.7867 | (四)表决方式是否符合《公司法》及《公司章程》的规定，大会主持情况等。 会议由公司董事长马忠峙先生主持，本次会议采取现场投票与网络投票相结 合的方式进行表决，会议召开及表决的方式符合《公司法》及《公司章程》规定。 1 (五)公司董事、监事和董事会秘书的出席情况 3、公司董事会秘书李金宝先生出席本次会议；其他高级管理人员列席本次会议。 本次会议是否有否决议案：无 一、 会议召开和出席情况 ...