（文章来源：证券日报） 证券日报网讯 2月24日，农心科技在互动平台回答投资者提问时表示，截至2026年2月10日，公司股东 人数为14500户。 ...

证券日报网讯2月24日，农心科技（001231）在互动平台回答投资者提问时表示，截至2026年2月13日， 公司的股东人数为13557户。 ...

经济观察网农心科技（001231）股票近期值得关注的事件主要包括公司2025年年度报告的披露计划。根 据农心科技公告，公司将于2026年4月27日披露2025年年度报告。此外，股东宁波农旗的股份减持计划 仍在实施期限内，可能继续减持公司股份。 股价异动原因 股东宁波农旗的股份减持计划仍在实施期限内，可能继续减持公司股份。 以上内容基于公开资料整理，不构成投资建议。 业绩经营情况 公司将于2026年4月27日披露2025年年度报告。 ...

证券日报网讯 2月9日，农心科技在互动平台回答投资者提问时表示，截至2026年1月30日，公司股东人 数为15261户。 （文章来源：证券日报） ...

Summary of the Conference Call for 康农种业 Company Overview - 康农种业 is focused on the agricultural sector, specifically in the seed industry, with a notable product being 康农玉 8,009, which has rapidly expanded its market presence. Key Points Industry and Product Performance - 康农玉 8,009 has expanded its planting area to over 7 million acres by 2025, primarily in the 黄淮海 region, due to its strong disease resistance and high yield, which is 10%-20% higher than traditional varieties [2][3] - The product has gained market dominance and is now being introduced in the Southwest and Northeast regions [2][5] - The company has shipped over 10 million acres in the first quarter of 2026, exceeding expectations, with a strategy shift to deliver directly to large growers, significantly reducing return risks [2][6] Return Rates and Market Strategy - 康农种业 reported a return rate of 29.88% in 2025, significantly lower than the industry average of 50%-60% in the 黄淮海 market and 70%-80% in the Northeast market [2][7] - The company has implemented measures such as early storage and cold storage of seeds to manage return rates, aiming for a lower rate than the industry average in 2026 [2][8] Product Quality and Market Acceptance - Farmers are increasingly opting for high-quality, disease-resistant seeds during adverse weather conditions, leading to a rise in brand recognition and product acceptance [2][8] - The company is continuously innovating, with new varieties like YD8,219, 红龙 816, and 康农玉 707 being developed to cater to different climatic conditions [2][8] Sales Team and Market Expansion - The sales team in the 黄海 region has expanded to over 20 members, incentivized by a commission-based structure, enhancing sales and brand building [2][9] - The Northeast market is identified as a significant opportunity, with plans to strengthen research and development efforts to establish a strong presence by 2028-2029 [2][10] Inventory Management - Inventory in the Southwest region is being managed effectively, with a strategy to sell new products while clearing out older stock, resulting in manageable inventory pressure [2][11][12] Cost Management - The company has seen a decrease in seed production costs due to reduced planting areas and increased supply, which is expected to enhance profitability [2][13][14] Research and Development Collaboration - 康农种业 collaborates with research institutions for product development, sharing profits based on sales performance, particularly for 康农玉 8,009 [2][15] - The company emphasizes maintaining high levels of R&D investment to adapt to market changes and ensure continuous innovation [2][15]

Investment Rating - The industry investment rating is "Buy" [2] Core Insights - The seed industry is currently in a destocking phase, with significant losses reported. The total net profit of listed seed companies from 2021 to Q3 2025 was only positive in 2023, with a collective net profit nearing -1 billion yuan in Q3 2025. The inventory level is also high, exceeding 12 billion yuan, the highest since 2015. The corn seed production area has been declining, with a 10% year-on-year decrease expected in 2025, resulting in a production volume of 1.527 billion kilograms, also down by 10% year-on-year [7][13]. - Policy changes are encouraging breeding innovation, leading to a decrease in the number of approved corn varieties. The revised Plant Variety Protection Regulations published in April 2025 aim to strengthen variety rights protection and stimulate breeding innovation. In 2025, a total of 1,564 crop varieties were approved, with a notable reduction in corn varieties compared to 2024 [24][25]. - The number of high-quality, disease-resistant rice varieties is increasing, with the "three good varieties" (high yield, quality, and green) rising from 22 in 2022 to 53 in 2025. New rice varieties have shown significant yield improvements, with some varieties increasing yield by over 5% [39][40]. - The focus on corn is shifting towards improving planting density and yield levels. The average yield of newly approved corn varieties has surpassed 800 kilograms per mu, a 1.7% increase year-on-year, with some varieties in the Northwest ecological zone exceeding 1,000 kilograms per mu [54][56]. Summary by Sections 1. Seed Industry in Destocking Phase - The seed industry is experiencing a downturn, with significant losses and high inventory levels. The corn seed production area and yield are both declining [7][13]. 2. Policy Encouragement for Breeding Innovation - New regulations are promoting breeding innovation, resulting in fewer approved corn varieties while increasing the number of approved rice varieties [24][25]. 3. Rice: Increase in High-Quality Varieties - The number of high-quality rice varieties is on the rise, with significant improvements in yield and disease resistance [39][40]. 4. Corn: Emphasis on Planting Density and Yield - There is a growing emphasis on increasing planting density and yield levels in corn production, with new varieties showing improved yields [54][56]. 5. Investment Recommendations - The report suggests focusing on leading companies with research and development advantages, such as Longping High-Tech, Denghai Seeds, and Qianyuan High-Tech [7][54].

Core Viewpoint - As of January 20, 2026, the number of shareholders for Nongshim Technology is reported to be 16,344 [2] Group 1 - The company responded to investor inquiries on an interactive platform [2] - The date of the shareholder count is specified as January 20, 2026 [2] - The total number of shareholders is quantified as 16,344 [2]

证券代码：001231 证券简称：农心科技 公告编号：2026-005 农心作物科技股份有限公司 关于公司及子公司向银行申请综合授信额度的公告 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。 为保证公司经营发展资金需要，农心作物科技股份有限公司（以下简称"公 司"或"本公司"）及全资子公司陕西上格之路生物科学有限公司（以下简称"上 格之路"）、控股子公司陕西一简一至生物工程有限公司（以下简称"一简一至"） 拟分别向有关银行申请综合授信额度合计不超过人民币 4.8 亿元，该事项已经公 司于 2026 年 1 月 20 日召开的第三届董事会第二次会议审议通过。现将相关事项 公告如下： 一、本次拟申请授信的基本情况 （一）授信额度情况 公司及上格之路、一简一至根据生产经营需要，2026 年度拟分别向有关银 行申请用于开立银行承兑汇票、流动资金借款、开立信用证及银行保函等综合授 信额度总计不超过人民币 4.8 亿元，本次申请综合授信额度事项经公司有权机构 审议批准后于前次申请综合授信额度事项所批准的有效期到期之日起 1 年内有 效。上述授信额度在授信期限内可循环使用， ...

证券代码：001231 证券简称：农心科技 公告编号：2026-004 农心作物科技股份有限公司 关于使用暂时闲置自有资金进行现金管理的公告 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。 农心作物科技股份有限公司（以下简称"公司"或"本公司"）于 2026 年 1 月 20 日召开公司第三届董事会第一次独立董事专门会议、第三届董事会第二 次会议，审议通过《关于使用暂时闲置自有资金进行现金管理的议案》，董事会 同意公司在严控风险、确保不影响公司项目投资支出和主营业务正常开展的前提 下使用额度不超过人民币 4.5 亿元暂时闲置自有资金进行现金管理，用于购买安 全性高、流动性好、中低风险的投资产品，该额度自前次自有资金现金管理的授 权到期之日起 12 个月内有效，即自 2026 年 1 月 25 日至 2027 年 1 月 24 日有效。 在上述额度及期限内，资金可循环滚动使用，且上述期限内任一时点的交易金额 （含前述投资的收益进行再投资的相关金额）不超过上述经审议批准的资金额度。 现将相关事项公告如下： 鉴于存款利率下行及公司资金受经营业务季节性影响存在波动的状 ...

证券代码：001231 证券简称：农心科技 公告编号：2026-002 农心作物科技股份有限公司 第三届董事会第一次独立董事专门会议决议的公告 本公司及全体独立董事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。 农心作物科技股份有限公司（以下简称"公司"）第三届董事会第一次独立 董事专门会议（以下简称"本次会议"）于 2026 年 1 月 16 日以电子邮件方式发 出会议通知，于 2026 年 1 月 20 日以电子通信（电子邮件）方式召开，经过半数 独立董事共同推举，本次会议由独立董事董南雁先生召集并主持。本次会议应到 独立董事 4 人，实到独立董事 4 名。 本次会议的召集、召开和表决程序符合《上市公司独立董事管理办法》《农 心作物科技股份有限公司章程》《农心作物科技股份有限公司独立董事专门会议 工作细则》等有关规定，各位独立董事确认对本次会议的召集、召开及表决方式 无异议。与会独立董事对本次会议的全部议案进行了充分审查，审慎表决，形成 如下决议： 一、审议通过《关于使用暂时闲置自有资金进行现金管理的议案》 经审查，公司信誉及经营状况良好，财务风险可控，本次拟向银行申请授信 不 ...