2024年，台州农资实现营收6.03亿元，同比下降3.51%；净利润3936.09万元，同比下降19.42%。 在2024年年报中，台州农资指出，在宏观经济"三低一高"(低增长韧性、低通胀弹性、低市场预期、高 系统性风险)的复杂背景下，农资流通企业面临"三重断裂"与"双向挤压"的复杂挑战，农资市场环境呈 现出一些新的变化和特点：产能过剩，价格承压：出口贸易壁垒升级，进口原料成本上升，国际市场波 动加剧了国内库存压力和产品价格波动下行趋势，原药产能北移西扩全面过剩；供需双弱，销售受阻： 行业竞争白热化，产品供大于求且同质化严重；受极端天气频发、资本介入、农作物品质参差不齐等因 素影响，种植成本逐年上升，农产品价格持续低迷，农民种植收益缩水，种植户投资积极性受挫，对农 业生产资料的投入也相应减少，农资销售增长及盈利预期面临挑战。 中农立华（603970）日前公告，公司与陶维康等浙江省台州市农资股份有限公司(简称"台州农资")自然 人股东签署股份收购意向书，拟以现金方式或其他方式收购陶维康等自然人股东持有的台州农资不少于 50%股份。本次收购完成后，台州农资将成为公司的控股子公司。 值得注意的是，2024年台州农资 ...

| | 新华资产管理股份有限公司 陈振华 | | --- | --- | | 时间 | 2025 年 5 月 21 日、5 月 22 日、5 月 23 日、5 月 26 日 | | 地点 | 北京、进门财经会议 | | 上市公司接待人 | 公司总经理兼董事会秘书黄柏集先生 | | 员姓名 | 公司投资者关系经理张剑飞先生 | | | 简要介绍台州农资收购背景及情况 1、 | | | 2024 年，农药行业逐步迈入整合期。根据中农立华原药 | | | 年原药价格在 年下跌 价格指数，2024 2023 41.7%的基础上， | | | 继续下跌 9.1%，行业处于低位运行。此外，全球粮食大宗商 | | | 品价格回调，虽然海外需求回暖，但国内内卷行情外溢，降价 | | | 倾销、海运费波动等因素进一步压缩利润空间。国内市场农产 | | | 品价格持续走低，影响农户种植投入意愿，终端需求低迷，竞 | | | 争异常激烈。 | | | 公司自成立以来，始终将资源和优势聚焦在市场及品牌布 | | | 局，与自身业务的协同性及互补性是公司选择投资标的的一大 | | | 重要因素。公司对台州农资进行控股收购，有助于进一步 ...

Group 1 - The supply and marketing cooperative concept index rose by 1.53%, ranking 7th among concept sectors, with 9 stocks increasing in value [1] - Notable gainers included Hunan Development and Zhongnong Lihua, both hitting the daily limit, while Yaqi International, New Power Finance, and Zhejiang Agricultural Holdings also saw significant increases of 2.66%, 1.40%, and 1.29% respectively [1] - The leading decliners in this sector were Swan Shares, Supply and Marketing Group, and Huangshan Gujie, which fell by 1.66%, 1.17%, and 0.69% respectively [1] Group 2 - The supply and marketing cooperative sector experienced a net inflow of 147 million yuan from main funds, with 7 stocks receiving net inflows [2] - Hunan Development led the net inflow with 181 million yuan, followed by Yaqi International, Zhongnong Lihua, and New Power Finance with net inflows of 54.44 million yuan, 34.54 million yuan, and 11.08 million yuan respectively [2] - The net inflow ratios for Zhongnong Lihua, Yaqi International, and Hunan Development were 19.28%, 13.86%, and 13.60% respectively [3] Group 3 - The trading performance of key stocks in the supply and marketing cooperative sector showed significant turnover rates, with Hunan Development at 19.06%, Zhongnong Lihua at 4.30%, and New Power Finance at 9.80% [3] - The stock performance included Hunan Development rising by 10.01%, while Zhongnong Lihua also increased by 10.00% [3] - Conversely, Supply and Marketing Group saw a decline of 1.17% with a notable negative net fund flow of 109.17 million yuan, indicating a significant outflow [4]

截至5月21日收盘，草甘膦概念上涨1.44%，位居概念板块涨幅第8，板块内，11股上涨，中农立华涨 停，诺普信、江山股份、润丰股份等涨幅居前，分别上涨6.80%、6.62%、3.29%。跌幅居前的有颖泰生 物、ST红太阳、中旗股份等，分别下跌2.40%、1.41%、0.82%。 | | 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） | （%） | | 6.80 | 002215 | 诺普信 | | 10.75 | 3678.31 | 4.24 | | 10.00 | 603970 华 | 中农立 | | 4.30 | 3454.97 | 19.28 | | 6.62 | 600389 份 | 江山股 | | 5.65 | 2152.69 | 4.80 | | 2.12 | 300927 学 | 江天化 | | 20.32 | 981.43 | 0.84 | | 0.95 | 002258 学 | 利尔化 | | 3.34 | ...

Group 1 - Weiling Co., Ltd. announced that its subsidiary Tianjin Changling Mining Partnership acquired 74.3% of Hunan Linwu Jiayu Mining Co., Ltd. for 220 million yuan, focusing on non-ferrous and black metal mining and smelting [1] - Zhongnong Lihua plans to acquire at least 50% of Taizhou Agricultural Materials Co., Ltd., which will become a subsidiary upon completion of the acquisition [1] - Chaohongji is planning to issue H-shares on the Hong Kong Stock Exchange, with details yet to be finalized [1][2] Group 2 - Hong Sifang's subsidiary plans to invest approximately 1.49 billion yuan in a new production base in Suizhou High-tech Industrial Development Zone [3] - Shangwei New Materials announced that its major shareholder Jin Feng Investment Holdings intends to reduce its stake by up to 3%, equating to 12.1 million shares [4] - Yihe Jiaye has changed its name to Beijing Ruimaite Medical Technology Co., Ltd., effective from May 21 [5][6] Group 3 - Huaxi Energy reported that its controlling shareholder has been detained and is under investigation, with no longer holding any positions in the company [7][8] - Aofei Entertainment plans to invest 10 million yuan in a partnership for equity investment in Shenzhen Xuanyuan Technology Co., Ltd. [9] - Hangzhou Electric plans to reduce its shares by up to 1.93%, equating to 13.36 million shares [10] Group 4 - Jiuhua Tourism intends to raise up to 500 million yuan through a private placement for various projects, including hotel renovations and transportation upgrades [11] - Dingxin Communications elected Liu Min as the new chairman following the resignation of Wang Jianhua [12] - Jiewate plans to acquire 40.89% of Nanjing Tianyi Hexin Electronics for 319 million yuan [13] Group 5 - Darui Electronics intends to acquire 80% of Dongguan Weisi Technology Co., Ltd. through cash purchase and capital increase [14] - Tianzhihang's shareholders plan to reduce their stakes by up to 3%, with each shareholder intending to sell 679,000 shares [15][16] - ST Shilong will lift its risk warning and change its stock name to Shilong Industrial, with trading limits adjusted from 5% to 10% [17] Group 6 - Ningde Times announced the listing of its H-shares on the Hong Kong Stock Exchange, raising approximately 35.33 billion HKD [19][20] - Mingyang Electric's shareholders plan to reduce their stakes by up to 3.01%, totaling 941,000 shares [21] - Bohai Leasing intends to transfer 100% of Global Sea Containers Ltd. for 1.75 billion USD, focusing on optimizing its debt structure [21]

Group 1 - Zhaoyi Innovation plans to issue H-shares and list on the Hong Kong Stock Exchange, considering the interests of existing shareholders and market conditions [3] - ST Zhongdi has decided to abandon the commercial opportunity for the Jiageng Ke Yi City land project, with the controlling shareholder planning to develop the project instead [4] - Xichang Electric Power expects a reduction of approximately 5.4 million yuan in net profit for 2025 due to adjustments in the time-of-use electricity pricing mechanism [5] Group 2 - Sanfu New Materials intends to invest 620 million yuan in a project for high-safety dry electrode battery key materials and high-frequency electronic information composite materials [6] - Weifu High-Tech's subsidiary plans to establish a joint venture with Baolong Technology to expand the active suspension motor hydraulic pump business [7] - Yulong Co., Ltd. will have its stock delisted on May 27, 2025, following a decision by the Shanghai Stock Exchange [8] Group 3 - Chen'an Technology's shareholder is transferring 6.27% of the company's shares to Hefei Guotou, aiming to introduce strategic investors [9] - Huamao Technology is planning to acquire a 100% stake in Fuchuang Youyue, with stock trading suspended for up to 10 trading days [11] - Baolong Technology's subsidiary will collaborate with Weifu High-Tech's subsidiary to develop core components for the active suspension system [12] Group 4 - Zhongnong Lihua intends to acquire at least 50% of Taizhou Agricultural Supplies, enhancing its product and service range [13] - Weiling Co., Ltd.'s subsidiary has successfully acquired 74.3% of Jiayu Mining for 220 million yuan, focusing on expanding into the non-ferrous metal resource sector [14][15] - Hengshi Technology's subsidiary has been approved for public transfer of shares on the New Third Board [16] Group 5 - Xiang Teng New Materials plans to acquire an additional 12.5% stake in its subsidiary Shanghai Shangda for 25.3 million yuan [17] - ST Texin has extended its employee stock ownership plan by 12 months, reflecting confidence in the company's long-term development [18] - Baili Electric has issued a risk warning regarding its stock price increase, indicating no significant changes in fundamentals [19] Group 6 - Hu Silicon Industry plans to acquire minority stakes in three semiconductor companies for approximately 7.04 billion yuan [20][21] - Demais plans to change its controlling shareholder, leading to a temporary suspension of stock trading [22] - FAW Fuwei has received a notice from a well-known new energy brand for a project expected to generate 1.06 billion yuan in total sales over its lifecycle [23] Group 7 - Hangyang Co. plans to establish a subsidiary for a large modular cryogenic equipment manufacturing project with an estimated investment of 557 million yuan [24] - Jiewate intends to acquire 40.89% of Tianyi Hexin for 319 million yuan, enhancing its product line in the signal chain category [25] - Dingxin Communications has elected a new chairman following the resignation of the previous chairman [26][27] Group 8 - Aofei Entertainment plans to invest 10 million yuan in a partnership to indirectly invest in AI robotics company Xuan Yuan Technology [28] - Huaxi Energy's controlling shareholder has been detained, but the company states that operations remain normal [29] - Yihe Jiaye will change its stock name to "Ruimaite" starting May 21 [30] Group 9 - Zhongjin Environment will change its name to "Southern Pump Industry" effective May 21 [31] - Hong Sifang's subsidiary plans to invest approximately 1.49 billion yuan in a new chemical materials and fertilizers industrial park [32] - Buchang Pharmaceutical's subsidiary has signed a research agreement for MF59 adjuvant with a pharmaceutical company [33] Group 10 - Hongjing Technology has signed a service contract worth 597 million yuan for a smart computing project [34] - Zhuojin Co. has won a bid for a soil remediation project worth 67.68 million yuan [35] - Xinjiang Jiaojian has been awarded a contract for a highway project valued at 451 million yuan [36] Group 11 - China National Materials Energy's subsidiary has signed a contract for an EPC project in Uzbekistan worth approximately 1.252 billion yuan [37] - Ruixin Microelectronics' shareholder plans to reduce its stake by up to 2% [38] - Shanghai Yizhong's shareholder also plans to reduce its stake by up to 2% [39] Group 12 - Sanyou Medical's controlling shareholder plans to reduce its stake by up to 1.44% [40] - Hangdian Co.'s controlling shareholder plans to reduce its stake by up to 1.93% [41] - Shangwei New Materials' shareholder plans to reduce its stake by up to 3% [42] Group 13 - Mingchen Health plans to repurchase shares worth between 30 million and 50 million yuan [43] - Jiuhua Tourism plans to raise up to 500 million yuan through a private placement for various projects [44] - Yuegui Co. plans to raise up to 900 million yuan for several projects [46]

台州农资为新三板挂牌企业，公司是中国农资流通企业综合竞争力百强企业。公司总部位于浙江省台州 市，业务范围基本覆盖全国各个省份。农药、肥料、农膜、种子是公司的四大主营业务，公司经营的产 品品类超过300种，业务模式主要为连锁配送、代理分销、大农户直销(家庭农场)等多业态兼容模式； 拥有多项国家知识产权和专利技术，特别是水稻籼粳杂交育种方面具有显著优势。目前，台州农资已经 成为集全国代理平台业务、区域批发配送以及大户跟踪直销服务模式为一体的综合性农化服务企业，并 独具竞争优势。 台州农资在2022年、2023年、2024年和2025年1月—3月分别实现营业收入5.75亿元、6.25亿元、6.03亿 元和1.83亿元，实现扣非净利润分别为4100.1万元、4515.08万元、3659.29万元和1188.75万元。 据中农立华公告，基于股权价值评估协商，初步估值范围为不超过正式交易文件签署日时最近三年 (2022年—2024年)经审计平均扣非归母净利润的10倍，并结合后续资产评估情况，经转受让双方协商确 定最终的股份交易价格。 中农立华主导业务为农药流通及植保技术服务业务，主要是销售农药原药、制剂及相关产品，同时面 ...

证券代码：603970 证券简称：中农立华 公告编号：2025-022 中农立华生物科技股份有限公司 关于签署股份收购意向书的公告 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： 交易简要内容：中农立华生物科技股份有限公司（以下简称"公司"）与 陶维康等浙江省台州市农资股份有限公司（以下简称"标的公司"或"台州农资"） 自然人股东签署股份收购意向书，拟以现金方式或其他方式收购陶维康等自然人 股东持有的台州农资不少于 50%股份（以下简称"本次收购"或"本次交易"）。 本次收购完成后，台州农资将成为公司的控股子公司。 本次收购行为不构成关联交易，也不构成《上市公司重大资产重组管理办 法》规定的重大资产重组。 本次交易所涉及的尽职调查、审计、评估等事项完成后，公司后续将根据 交易事项进展情况，按照《公司法》《上海证券交易所股票上市规则》等有关法 律法规、规范性文件及《公司章程》的相关规定，及时履行相应决策审批程序和 信息披露义务。 本次签署的《股份收购意向书》系各方就股份收购事宜达成的初步意向协 议，是各方进一步洽 ...

中农立华（603970）公告，公司与陶维康等浙江省台州市农资股份有限公司7位自然人股东签署股份收 购意向书，拟以现金方式或其他方式收购上述自然人股东持有的台州农资不少于50%股份。本次收购完 成后，台州农资将成为公司的控股子公司。本次收购行为不构成关联交易，也不构成《上市公司重大资 产重组管理办法》规定的重大资产重组。 ...

关于 中农立华生物科技股份有限公司 法律意见书 北京市东城区金宝街 89 号金宝大厦 11 层邮编：100005 电话（Tel）：（86-10）66523388 传真（Fax）：（86-10）66523399 网址（Website）：www.junzejun.com 电子信箱（E-mail） ：jzj@junzejun.com 法律意见书 北京市君泽君律师事务所 关于 中农立华生物科技股份有限公司 法律意见书 致：中农立华生物科技股份有限公司 北京市君泽君律师事务所（以下简称"本所"）受中农立华生物科技股份有限 公司（以下简称"公司"）委托，指派本所律师出席公司 2024 年年度股东大会（以 下简称"本次股东大会"），就本次公司股东大会召集、召开程序、出席本次股东 大会人员的资格以及本次股东大会的表决程序、表决结果进行见证，并出具本法 律意见书。 为出具本法律意见书，本所律师特作出如下声明： 书出具之日前（含当日）已经发生或者存在的事实，履行了法定职责，遵循了勤 勉尽责和诚实信用原则，进行了相应的核查验证，保证本法律意见书所认定的事 实真实、准确、完整，所发表的结论性意见合法、准确，不存在虚假记载、误导 性陈 ...