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苏垦农发(601952) - 苏垦农发关于董事兼总经理辞职的公告
2025-09-25 08:30
证券代码:601952 证券简称:苏垦农发 公告编号:2025-057 江苏省农垦农业发展股份有限公司 关于董事兼总经理辞职的公告 具体情况如下: 二、离任对公司的影响 根据公司法、公司章程等相关规定,丁涛先生的辞职报告自送达公司董事会 之日起生效,丁涛先生的辞职不会导致公司董事会成员人数低于法定人数,不会 影响公司董事会依法规范运作,也不会影响公司正常的经营发展。 1 丁涛先生担任公司董事、总经理期间,恪尽职守,勤勉尽责,为促进公司规 范运作、科学决策、健康发展发挥了积极作用。公司及董事会对其在任期间为公 司经营发展做出的贡献表示衷心的感谢。 公司将按照法定程序尽快补选董事及聘任总经理。 特此公告。 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。 一、提前离任的基本情况 江苏省农垦农业发展股份有限公司(以下简称"公司")董事会于 2025 年 9 月 25 日收到公司董事兼总经理丁涛先生提交的书面辞职报告。丁涛先生因工作 调动原因,申请辞去公司董事、总经理、董事会 ESG 委员会主任及董事会战略 发展委员会委员职务。辞职后, ...
苏垦农发(601952.SH):董事兼总经理丁涛辞职
Ge Long Hui A P P· 2025-09-25 08:27
Core Viewpoint - Suqian Agricultural Development (601952.SH) announced the resignation of its General Manager Ding Tao due to job relocation, effective September 25, 2025 [1] Company Summary - Ding Tao submitted a written resignation report to the board, resigning from his positions as director, general manager, chairman of the ESG committee, and member of the strategic development committee [1] - After his resignation, Ding Tao will not hold any other positions within the company or its subsidiaries [1] - As of the date of the report, Ding Tao does not hold any shares in the company and has fulfilled all commitments without any outstanding obligations [1]
苏垦农发:董事兼总经理丁涛辞职
Ge Long Hui· 2025-09-25 08:21
Core Points - The company Suqian Agricultural Development (601952.SH) announced the resignation of its General Manager and Director, Ding Tao, due to job relocation [1] - Ding Tao has submitted a written resignation report to the board of directors on September 25, 2025 [1] - After his resignation, Ding Tao will not hold any other positions within the company or its subsidiaries [1] Company Governance - Ding Tao served as the Chairman of the ESG Committee and a member of the Strategic Development Committee before his resignation [1] - As of the date of the report, Ding Tao does not hold any shares in the company and has fulfilled all commitments without any outstanding obligations [1] - The company has confirmed that the handover process has been completed in accordance with relevant regulations [1]
农林牧渔粮食价格专题:多空交织,后续如何演绎?
Tianfeng Securities· 2025-09-24 03:41
Industry Rating - The report maintains an "Outperform" rating for the agricultural sector [1] Core Insights - Global food prices showed structural increases in August 2025, with marginal declines in grain and dairy prices. The FAO reported an average global food price index of 130.1, remaining stable month-on-month but up 6.9% year-on-year [2][8] - Domestic grain prices are influenced by the new crop listings, with wheat and corn being closely monitored. The soybean market is affected by trade relations and biofuel policies [3] Summary by Sections Global Grain Price Analysis - The global grain price index averaged 105.6 in August 2025, down 0.8% month-on-month and 4.5% year-on-year, indicating ample supply and weak import sentiment [10] - The global corn price has risen for three consecutive months due to adverse weather affecting EU corn yields and increased demand for animal feed and ethanol processing in the US [10] Domestic Grain Price Analysis - The new season's wheat production is expected to be lower than anticipated, maintaining a supply surplus. The actual sowing area for winter wheat in 2025 is 33.9 million acres, a slight increase from the previous year [5][19] - The domestic corn market is projected to strengthen in the second half of 2025, with new corn listings expected to impact prices significantly [34][46] Investment Recommendations - Focus on seed companies due to their correlation with grain prices, with recommendations for companies like Longping High-Tech, Dabeinong, and Qianyuan High-Tech. The seed sector is currently at a low profitability point, awaiting a cyclical rebound [4] - In the grain and oil sector, attention should be paid to tariff price transmission for high-import-dependent varieties, with recommendations for companies like Suqian Agricultural Development and Beidahuang [4] - The agricultural water conservancy sector is expected to benefit from significant construction funding, with a recommendation for Dayu Water-saving [4] Supply and Demand Analysis - For wheat, the global production forecast for 2025/26 is 816 million tons, with a consumption increase of 11.4 million tons. The ending stock is projected at 264 million tons, reflecting a slight increase from the previous year [11] - The global corn production forecast for 2025/26 is 1.287 billion tons, with consumption rising by 31.4 million tons. The ending stock is expected to decrease to 281 million tons [11] - The global rice production is estimated at 541 million tons for 2025/26, with a consumption increase of 9.81 million tons, leading to a slight decrease in ending stocks [11] Domestic Supply and Demand Analysis - Domestic wheat production for 2025/26 is forecasted at 141.29 million tons, with a consumption increase of 2.4%. The import volume is expected to decrease significantly [20][23] - Domestic corn production is projected at 296.16 million tons, with consumption remaining stable. The import volume is expected to stay low, reflecting a tightening supply-demand balance [34][37] - Domestic rice production is expected to reach 208.58 million tons, with a slight increase in consumption. The rice market is projected to face downward pressure due to oversupply and changing consumption patterns [51][55]
种植业板块9月22日跌1.01%,新农开发领跌,主力资金净流出1.04亿元
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]
种植业板块9月19日跌0%,康农种业领跌,主力资金净流入4109.73万元
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]
江苏省农垦农业发展股份有限公司关于召开2025年半年度业绩说明会的公告
Core Viewpoint - The company, Jiangsu Agricultural Development Co., Ltd., is holding a half-year performance briefing on September 29, 2025, to discuss its operational results and financial status for the first half of 2025, allowing investors to engage in Q&A sessions [2][3][4]. Group 1: Meeting Details - The meeting is scheduled for September 29, 2025, from 9:00 to 10:00 AM [5]. - It will take place at the Shanghai Stock Exchange Roadshow Center, accessible online [5]. - The format of the meeting will be an interactive online session [3][4]. Group 2: Investor Participation - Investors can submit questions from September 22 to September 26, 2025, via the Roadshow Center website or through the company's email [6]. - The company will address commonly asked questions during the briefing [2][6]. - Contact information for inquiries includes representatives Wu Benliang and Cao Jixin, with a provided phone number and email [6].
苏垦农发(601952) - 苏垦农发关于召开2025年半年度业绩说明会的公告
2025-09-18 07:45
证券代码:601952 证券简称:苏垦农发 公告编号:2025-056 江苏省农垦农业发展股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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: 投资者可于 2025 年 9 月 22 日(星期一)至 9 月 26 日(星期五)16:00 前登录上 证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 skiad_ltd@163.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 江苏省农垦农业发展股份有限公司(以下简称"公司")已于 2025 年 8 月 21 日发布公司 2025 年半年度报告,为便于广大投资者更全面深入地了解公司 2025 年半年度经营成果、财务状况,公司计划于 2025 年 9 月 29 日 9:00-10:00 举行 2025 年半年度业绩说明会,就投资者关心的问题进行交流。 一、 说明会类型 本次投资者说明会以网络互动形式召开,公司将针对 2025 年半年度经营成 果及财务指标的具体情况与投资者进行互动交流和沟通, ...
苏垦农发(601952):2025年中报点评:业绩阶段承压,种子业务逆势增长
Zhongyuan Securities· 2025-09-12 12:11
Investment Rating - The report assigns an "Accumulate" rating to the company, indicating a potential increase of 5% to 15% relative to the CSI 300 index over the next six months [22]. Core Insights - The company's performance is under pressure, with a year-on-year decline in revenue and net profit, but the seed business shows growth against the trend [7]. - The company achieved a revenue of 4.588 billion yuan in the first half of 2025, a decrease of 9.26% year-on-year, and a net profit of 213 million yuan, down 27.71% year-on-year [7]. - The agricultural input business faced challenges, while the seed segment experienced a 4.31% increase in revenue [7]. - The company is expanding its business layout through subsidiaries and maintaining stable summer grain production [7]. Financial Performance Summary - In the first half of 2025, the company reported a net cash flow from operating activities of 722 million yuan, a significant increase of 412.77% year-on-year [7]. - The gross profit margin for the first half of 2025 was 12.03%, down 1.08 percentage points year-on-year, while the net profit margin was 4.87%, down 1.18 percentage points year-on-year [7]. - The company's asset-liability ratio was 50.68%, a decrease of 1.02 percentage points year-on-year, indicating ongoing financial structure optimization [7]. Revenue and Profit Forecast - The company is expected to achieve net profits of 755 million yuan, 881 million yuan, and 939 million yuan for the years 2025, 2026, and 2027, respectively, with corresponding EPS of 0.55 yuan, 0.64 yuan, and 0.68 yuan [9][10]. - The current price-to-earnings ratio (PE) is projected to be 17.61 for 2025, decreasing to 14.16 by 2027, suggesting reasonable valuation within the industry [9][10].
苏垦农发:选举职工代表董事
Zheng Quan Ri Bao· 2025-09-08 13:08
(文章来源:证券日报) 证券日报网讯 9月8日晚间,苏垦农发发布公告称,公司于2025年9月8日召开了职工代表大会,经全体 与会职工代表认真审议,同意选举王进强先生为公司第五届董事会职工代表董事。 ...