格隆汇9月25日丨国投丰乐(000713.SZ)公布，近日收到控股股东国投种业科技有限公司（简称"国投种 业"）出具的《关于自愿延长股份锁定期的承诺函》，基于对公司未来发展的信心及价值判断，为促进 公司持续、稳定、健康发展，维护广大投资者利益，自愿承诺延长其持有的122,802,996股公司股份的锁 定期。国投种业承诺通过协议转让已取得的122,802,996股国投丰乐股份，锁定期到期日由2025年10月25 日延长至2028年10月25日。 ...

证券代码：000713 证券简称： 国投丰乐 公告编号：2025-044 国投丰乐种业股份有限公司 关于控股股东自愿延长股份锁定期的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 国投丰乐种业股份有限公司（以下简称"公司"）于近日收到控股股 东国投种业科技有限公司（以下简称"国投种业"）出具的《关于自愿延 长股份锁定期的承诺函》，基于对公司未来发展的信心及价值判断，为促 进公司持续、稳定、健康发展，维护广大投资者利益，自愿承诺延长其持 有的 122,802,996 股公司股份的锁定期，现将相关情况公告如下： 一、追加承诺股东基本情况介绍 1.股东的基本情况 公司名称：国投种业科技有限公司 成立时间：2023 年 9 月 26 日 住所：海南省三亚市崖州区崖州湾深海科技城招商科创广场一期 T2 栋 5 层 527-3 法定代表人：王维东 注册资本：400,000 万人民币 企业性质：有限责任公司（非自然人投资或控股的法人独资） 统一社会信用代码：91460000MAD0EDTW9H 经营范围：许可项目：主要农作物种子生产；转基因农作物种子生产； 农作物种子 ...

证券代码：000713 证券简称： 国投丰乐 公告编号：2025-045 国投丰乐种业股份有限公司 关于内蒙古分公司完成注销登记的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、注销情况概述 国投丰乐种业股份有限公司（以下简称"公司"）于 2025 年 4 月 29 日召开第七届董事会第七次会议，审议通过《关于注销内蒙古分公司的议 案》，同意对合肥丰乐种业股份有限公司内蒙古分公司（以下简称"内 蒙古分公司"）进行清算并注销，授权公司经理层办理内蒙古分公司清算、 注销等相关工作。具体内容详见公司于 2025 年 4 月 30 日在《证券日报》 《证券时报》及巨潮资讯网(www.cninfo.com.cn)披露的相关公告。 近日，公司收到呼和浩特市赛罕区行政审批政务服务与数据管理局出 具的《登记通知书》，准予注销登记内蒙古分公司申请。截至本公告披露 日，内蒙古分公司已完成工商注销登记手续。 本次注销内蒙古分公司不会对公司合并财务报表主要数据产生重大影 响，也不会对公司业务发展和持续盈利能力产生影响，不存在损害公司及 全体股东特别是中小股东利益的情形。 二 ...

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]

（文章来源：证券日报） 证券日报网讯国投丰乐9月22日在互动平台回答投资者提问时表示，截至2025年9月19日，公司股东户数 66536户。 ...

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]

Core Insights - The article highlights a trend of decreasing shareholder accounts among 803 companies, indicating a concentration of shares. Notably, 110 companies have seen a decline in shareholder accounts for more than three consecutive periods, with some like ST Huawen experiencing a drop for 12 periods, totaling a 14.42% decrease [1]. Group 1: Shareholder Account Trends - A total of 803 companies reported their latest shareholder account numbers as of September 10, with 110 companies showing a continuous decline for over three periods [1]. - ST Huawen has the highest decline, with 63,064 accounts, down 14.42% over 12 periods, while *ST Jinglun has 39,050 accounts, down 36.88% over 11 periods [1]. - Other companies with significant declines include Guotou Fengle, Su Yan Jingshen, and Dongfang Yuhong, indicating a broader trend of share concentration [1]. Group 2: Market Performance - Among the companies with declining shareholder accounts, 43 saw their stock prices increase, while 67 experienced declines. Notable gainers include Yanshang Yanshang, *ST Qingyan, and Dongfang Yuhong, with increases of 65.56%, 37.28%, and 31.03% respectively [2]. - 22 companies outperformed the Shanghai Composite Index, representing 20% of the declining shareholder accounts group, with Yanshang Yanshang, *ST Qingyan, and Lijure Neng showing relative returns of 57.48%, 28.43%, and 23.40% [2]. Group 3: Industry and Institutional Interest - The industries with the highest concentration of companies experiencing declining shareholder accounts include machinery equipment, basic chemicals, and pharmaceutical biology, with 21, 12, and 10 companies respectively [2]. - In terms of institutional interest, 17 companies with declining shareholder accounts were investigated by institutions in the past month, with Donggang Co., Dalian Heavy Industry, and Tengya Precision Engineering receiving the most attention [2].

证券日报网讯国投丰乐（000713）9月18日在互动平台回答投资者提问时表示，公司玉米种子用于大田 玉米种植，种植的玉米主要用于饲料和工业。 ...

Group 1 - The genetically modified (GM) concept sector declined by 0.79% as of the market close on September 16, ranking among the top declines in concept sectors, with companies like Batian Co., KQ Biotech, and Dunhuang Seed Industry experiencing significant drops [1] - The GM concept sector saw a net outflow of 153 million yuan in main funds today, with 13 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 10 million yuan. The stock with the highest net outflow was Shennong Seed Industry, with a net outflow of 30.19 million yuan [2] - Other companies with notable net outflows included Dunhuang Seed Industry, Nongfa Seed Industry, and Jincheng Pharmaceutical, with net outflows of 23.78 million yuan, 22.76 million yuan, and 21.20 million yuan respectively [2] Group 2 - The top net inflow stocks in the GM concept sector included KQ Biotech and Guotou Fengle, with net inflows of 4.89 million yuan and 0.99 million yuan respectively [3] - The GM concept sector's outflow leaderboard featured Shennong Seed Industry, Dunhuang Seed Industry, Nongfa Seed Industry, and Jincheng Pharmaceutical, all showing negative performance in terms of stock price changes [2][3]

Financial Performance - In the first half of 2025, the company's seed segment sales revenue decreased compared to the same period last year due to oversupply in the domestic corn seed market and increased competition [2] - The pesticide segment also saw a decline, primarily due to a strategic shift to reduce low-margin product sales and improve safety and environmental production standards [2] - Fertilizer business revenue dropped due to climate change affecting planting seasons, leading to delayed fertilizer demand [2] Strategic Development - Mergers and acquisitions (M&A) are a key development strategy, focusing on high-quality targets in the corn and rice seed industries [3] - The company is analyzing potential acquisition targets and plans to conduct M&A activities in the near future [3][7] - The company has committed to increasing investment in research and development, maintaining an annual investment intensity of over 8% [8] Capital Increase and Stock Performance - The pricing benchmark for the upcoming capital increase is set at 5.91 CNY per share, based on the average stock price over the 20 trading days prior to the board meeting on November 14, 2024 [4] - The company acknowledges that its stock price is influenced by macroeconomic conditions, industry trends, and market sentiment, and aims to enhance company value through internal growth and external M&A [10][20] Research and Innovation - The company is focusing on integrating conventional, biological, and information technologies to enhance the competitiveness of its seed varieties [8][9] - It is actively pursuing partnerships with core biotechnology firms and research institutions to accelerate the development of genetically modified corn varieties [9] Market Position and Challenges - The company holds a market share of only 15% in the national seed industry, significantly lower than the 60% share held by the top ten global seed companies [7] - The fragmented nature of the seed industry presents challenges for consolidation and growth, with a need for policies to protect intellectual property and support leading enterprises [7]