证券之星消息，9月30日种植业板块较上一交易日上涨0.35%，海南橡胶领涨。当日上证指数报收于 3882.78，上涨0.52%。深证成指报收于13526.51，上涨0.35%。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) | | --- | --- | --- | --- | --- | --- | | 601118 | 海南橡胶 | 5.40 | 2.66% | 39.41万 | 2.12亿 | | 831087 | 秋乐种业 | 15.68 | 1.82% | 3.53万 | 5567.62万 | | 300970 | 华绿生物 | 15.05 | 1.21% | 4.87万 | 7346.69万 | | 300189 | 神农种业 | 4.37 | 0.92% | 36.54万 | 1.59亿 | | 300087 | 茎银高科 | 9.17 | 0.77% | 11.52万 | 1.05亿 | | 837403 | 康农种业 | 24.39 | 0.66% | 1.98万 | 4857.05万 | | 600598 | 北大荒 | 14.3 ...

Investment Rating - The report maintains a "Positive" investment rating for the agriculture industry [5] Core Viewpoints - The pig farming sector is expected to see a long-term performance improvement due to ongoing capacity reduction driven by both policy and market forces, with key companies continuing to show profitability and increasing dividend rates [3][46] - The current prices for fat pigs and piglets have dropped significantly, leading to widespread losses in the industry, which may trigger a market-driven capacity reduction [3][12] - The planting sector is showing positive fundamentals with an established upward trend in grain prices, highlighting significant investment opportunities [3][46] Summary by Relevant Sections Industry Fundamentals - Pig prices continue to decline, with the average price for fat pigs at 12.45 yuan/kg, down 1.81% week-on-week, and piglet prices at 21.29 yuan/kg, down 4.81% week-on-week [12][54] - The average weight of pigs at slaughter is stabilizing, but the pressure from capacity release continues, leading to a sustained decline in prices [12] Investment Recommendations - The report recommends focusing on the pig farming sector, highlighting companies such as Muyuan Foods (002714) and Wens Foodstuff Group (300498) as key investment targets [3][46] - For the post-cycle sector, rising pig inventory is expected to boost demand for feed and animal health products, with companies like Haida Group (002311) and Reap Bio (300119) identified as potential beneficiaries [3][46] - In the planting chain, companies like Suqian Agricultural Development (601952) and Beidahuang (600598) are noted for their favorable investment outlook due to rising grain prices [3][46] - The pet food sector is also highlighted for its growth potential, with companies like Guibao Pet (301498) and Zhongchong Co. (002891) recommended for investment [3][46] Market Performance - The agriculture sector underperformed the market, with the agricultural index down 1.97% during the week, compared to a 0.21% increase in the Shanghai Composite Index [48][49] - Key sub-sectors such as feed, animal health, and livestock farming all experienced declines, with livestock farming down 2.14% [48]

9月24日，海南橡胶涨1.16%，成交额1.17亿元。两融数据显示，当日海南橡胶获融资买入额1580.19万 元，融资偿还1619.77万元，融资净买入-39.58万元。截至9月24日，海南橡胶融资融券余额合计7.73亿 元。 融资方面，海南橡胶当日融资买入1580.19万元。当前融资余额7.69亿元，占流通市值的3.44%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，海南橡胶9月24日融券偿还2800.00股，融券卖出8100.00股，按当日收盘价计算，卖出金额 4.23万元；融券余量69.55万股，融券余额363.07万元，低于近一年50%分位水平，处于较低位。 资料显示，海南天然橡胶产业集团股份有限公司位于海南省海口市滨海大道103号财富广场4楼，成立日 期2005年3月29日，上市日期2011年1月7日，公司主营业务涉及天然橡胶的种植、加工、科研和销售等 相关业务。主营业务收入构成为：橡胶产品销售98.67%，其他(补充)0.96%，橡胶木材销售0.37%。 截至7月10日，海南橡胶股东户数8.30万，较上期减少2.14%；人均流通股51559股，较上期增加2.19%。 2025年1月- ...

Market Overview - The planting industry sector experienced a decline of 1.01% on September 22, with Xin Nong Development leading the drop [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Individual Stock Performance - Key stocks in the planting industry showed varied performance, with the following notable changes: - Qianyin Gaoke (300087) closed at 60.6, up 0.78% with a trading volume of 203,500 shares and a transaction value of 185 million [1] - Denghai Liuyou (002041) closed at 9.35, down 0.32% with a trading volume of 49,500 shares [1] - Wanxiang Denong (600371) closed at 8.95, down 0.33% with a trading volume of 42,800 shares [1] - Su Kan Nong Fa (601952) closed at 9.49, down 0.42% with a trading volume of 52,900 shares [1] - Nuo Puxin (002215) closed at 13.28, down 0.45% with a trading volume of 283,400 shares and a transaction value of 375 million [1] - Dunhuang Seed Industry (600354) closed at 6.23, down 0.80% with a trading volume of 114,600 shares [1] - Honghui Lizhu (603336) closed at 9.84, down 0.81% with a trading volume of 181,800 shares and a transaction value of 178 million [1] - Longping High-Tech (000998) closed at 9.75, down 0.81% with a trading volume of 137,000 shares and a transaction value of 134 million [1] - Beidahuang (600598) closed at 14.37, down 0.83% with a trading volume of 124,300 shares and a transaction value of 179 million [1] - Hainan Rubber (601118) closed at 5.25, down 0.94% with a trading volume of 223,000 shares and a transaction value of 117 million [1] Capital Flow Analysis - The planting industry sector saw a net outflow of 104 million from main funds, while retail funds experienced a net inflow of 88.22 million [3] - Speculative funds recorded a net inflow of 16.12 million [3]

海南日报全媒体记者 王培琳 全岛封关运作在即，海南自贸港正成为众多跨国企业连通境内外的"战略枢纽"，与此同时，连通全 球的"资金枢纽"政策也接连落地。 今年5月底，海南自贸港3家跨境资金集中运营中心获批认定，标志着海南自贸港金融开放又一核心 政策落地;7月底，跨境资金集中运营中心又添一员，政策稳步扩容。 跨境资金集中运营中心，正成为跨国企业贯通境内外资金循环的关键节点。 自贸港金融开放再增"引擎" 什么是海南自贸港跨境资金集中运营中心? 中国银行海南省分行交易银行部副主管方杰弘介绍，跨境资金集中运营中心通过使用EF账户办理 境外放款、对外投资、跨境资金归集调拨等业务，既充分利用自贸港政策大幅度提升了资金跨境流动的 便捷性，又解决了在日益复杂多变的国际地缘政治局势下资金存放境外的安全性问题。同时企业还能够 享受"双15%"税收优惠、免征新增境外直投所得税等自贸港专属政策红利。 政策叠加打造跨境金融生态 跨境资金流动自由便利是海南自贸港的重要制度安排之一。 海南自贸港跨境资金集中运营中心的落地，与其他诸多金融开放政策比肩而立、"众木成林"，正助 力海南自贸港构建跨境金融新生态。 从概念来说，是指在海南自贸港内注册 ...

今年5月下旬，海南橡胶被正式认定为海南跨境资金集中运营中心。政策落地，是多方共同努力的 结果。 跨境资金集中运营中心一方面可依托境内市场资源优势，为融资、汇兑、资产管理等提供更多元选 择，另一方面，其通过自贸港EF账户等跨境资金工具可以较好满足企业跨境资金进出需求，提升资金 利用效能。 整体而言，跨境资金集中运营中心将持续为全球业务的拓展提供有力支撑。一方面助力增强全球资 源整合能力。二是持续获得金融服务国际化支持。依托跨境资金便利等政策支持，企业可在跨境投融 资、资金回流等方面获得更优安排，增强国际竞争力;三是共同提升国家战略资源安全保障能力。资金 有效融通将促进公司产业链和价值链的进一步提升，通过构建全球化财资管理新生态，打造"双循环"格 局下的跨境财资管理标杆，从资源供给、产业结构、风险管控三个维度全力保障国家战略资源安全。 (整理/海南日报全媒体记者 王培琳) 此外，我们自身也积极推进，海南橡胶全面了解申请流程，依托跨国公司跨境资金集中运营业务备 案和"FT+"自由贸易账户项下的跨境并购业务均为海南省首单的历史跨境资金运营经验，以及跨境资金 归集调拨、投资管理和融资管理方面具备的较强经验和规模，确认符 ...

Group 1 - The horse racing concept index rose by 0.82%, ranking 7th among concept sectors, with four stocks increasing in value, including *ST Zhengping which hit the daily limit, and Xinhua Du and Luoniushan showing gains of 2.78% and 0.31% respectively [1] - The main capital outflow from the horse racing concept sector amounted to 135 million yuan, with Xinhua Du receiving the highest net inflow of 8.26 million yuan [2][3] - The net inflow ratios for stocks like Zhujiang Piano and Xinhua Du were 10.77% and 1.66% respectively, indicating strong interest in these stocks despite the overall sector's outflow [3] Group 2 - The horse racing concept was among the top-performing sectors today, with a notable increase compared to other sectors such as the reducer and humanoid robot concepts, which saw declines of 2.68% and 2.17% respectively [2] - The trading volume and turnover rates varied significantly among the stocks in the horse racing concept, with *ST Zhengping showing a high turnover rate of 20.94% despite a negative net capital flow [3]

Market Overview - The planting industry sector experienced a slight decline of 0.0% on September 19, with Kangnong Seed Industry leading the drop [1] - The Shanghai Composite Index closed at 3820.09, down 0.3%, while the Shenzhen Component Index closed at 13070.86, down 0.04% [1] Stock Performance - Notable gainers in the planting industry included: - Xuecheng Biological (300511) with a closing price of 6.20, up 5.98% and a trading volume of 579,900 shares [1] - Xinong Development (600359) closed at 7.23, up 2.41% with a trading volume of 285,000 shares [1] - New Sai Co. (600540) closed at 4.89, up 1.88% with a trading volume of 481,300 shares [1] - Conversely, Kangnong Seed Industry (837403) saw a significant decline of 3.77%, closing at 24.78 with a trading volume of 33,900 shares [2] Capital Flow - The planting industry sector saw a net inflow of main funds amounting to 41.1 million yuan, while retail investors experienced a net outflow of 49.3 million yuan [2] - The main funds' net inflow for Xuecheng Biological was 49.99 million yuan, representing 13.84% of the total, while retail investors had a net outflow of 36.69 million yuan [3] - Notable stocks with significant capital flow included: - Nuofushin (002215) with a main fund net inflow of 40.82 million yuan and a retail net outflow of 24.92 million yuan [3] - Xin Sai Co. (600540) with a main fund net inflow of 32.42 million yuan and a retail net outflow of 39.81 million yuan [3]

证券之星消息，9月17日种植业板块较上一交易日下跌0.71%，海南橡胶领跌。当日上证指数报收于 3876.34，上涨0.37%。深证成指报收于13215.46，上涨1.16%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 002772 | 众兴菌业 | 10.54 | 2.43% | 43.77万 | | 4.53亿 | | 601952 | 苏垦农发 | 9.66 | 0.00% | 6.39万 | | 6151.60万 | | 603336 | 宏连早疏 | 9.92 | -0.20% | 13.46万 | | 1.34亿 | | 300970 | 华绿生物 | 14.68 | -0.20% | 2.28万 | | 3352.46万 | | 000998 | 降平高科 | 9.93 | -0.30% | 10.95万 | | 1.09亿 | | 002215 | 诺普信 | 12.70 | -0.39% | 21.54万 | | 2.74亿 | ...

Group 1 - Hainan Agricultural Reclamation Investment Holding Group is implementing a long-term mechanism for officials to work at the grassroots level, promoting problem-solving and enhancing management effectiveness [2][4][9] - The company encourages young managers to participate in hands-on training, such as rubber tapping, to better understand the production process and improve collaboration across departments [3][4] - The initiative has led to a significant improvement in communication and problem-solving capabilities within the workforce, fostering a culture of practical engagement [3][6][9] Group 2 - Hainan Agricultural Reclamation Pig Industry Company has established a system requiring headquarters employees to spend time on-site, enhancing their understanding of operational challenges and facilitating direct problem resolution [6][7] - The company successfully identified and addressed issues related to feed conversion rates by developing customized nutrition plans, resulting in substantial cost savings [7][8] - A mechanism for immediate problem-solving has been implemented, allowing for efficient handling of procurement and operational needs directly at the production sites [8][9]