Group 1 - The latest LPR values for 1-year and 5-year loans will be announced on August 20, with the current rates at 3.0% and 3.5% respectively, unchanged from June [2] - A total of 711.8 billion yuan in reverse repos will mature next week, with specific maturities scheduled from Monday to Friday [3] - The Hang Seng Index Company will announce the results of the second quarter index review on August 22, with changes effective from September 8, 2025 [4] Group 2 - The Jackson Hole Global Central Bank Conference will take place from August 21 to 23, featuring a speech by Federal Reserve Chairman Jerome Powell on August 22 [5] - The Federal Reserve will release the minutes of its monetary policy meeting on August 21, amid a pause in interest rate cuts since early this year, with current rates between 4.25% and 4.5% [6] - Nearly 100 billion yuan in market value of restricted stocks will be unlocked next week, with 35 stocks facing unlocks, including 29.54 billion yuan from United Imaging Healthcare [7][8] Group 3 - One new stock, Balanshi, is set to be issued next week on August 19, with approximately 19 million shares expected to raise nearly 300 million yuan [11]

Investment Rating - The industry investment rating is "Positive" (maintained) [3] Core Insights - The USDA supply and demand report indicates an increase in U.S. corn acreage and yield, with global corn production (excluding China) forecasted to rise by 24.92 million tons to 990 million tons for the 2025/26 season, a year-on-year increase of 51.69 million tons [11] - U.S. soybean planting area has been unexpectedly reduced, with production estimates down by 1.29 million tons to 40.5 million tons, while the yield is projected to reach a record 53.6 bushels per acre [19] - Favorable weather conditions have improved EU wheat yields, but global wheat stock-to-use ratio has been revised down [29][30] Summary by Sections Corn - The USDA report raised the global corn production estimate (excluding China) for 2025/26 by 24.92 million tons to 990 million tons, with U.S. corn acreage up by 1.15 million acres and yield forecasted at a record 188.8 bushels per acre, potentially reaching a total of 42.5 million tons [11] - The ending stocks for global corn (excluding China) are projected to be 10.4 million tons, with a stock-to-use ratio of 10.8%, up 1 percentage point [11] Soybeans - The global soybean production estimate (excluding China) for 2025/26 has been reduced by 1.29 million tons to 40.5 million tons, with U.S. production down by 1.16 million tons to 11.7 million tons, reflecting a 2% year-on-year decrease [19] - The ending stocks for global soybeans (excluding China) are estimated at 8.152 million tons, with a stock-to-use ratio of 27.9%, down 0.4 percentage points month-on-month [19] Wheat - The global wheat production estimate (excluding China) for 2025/26 has been increased by 350,000 tons to 667 million tons, with U.S. production slightly down by 40,000 tons to 52.45 million tons [29] - The ending stocks for global wheat (excluding China) are projected to be 13.53 million tons, with a stock-to-use ratio of 20.5%, down 0.3 percentage points [30] Investment Recommendations - In the context of extreme weather and geopolitical tensions affecting grain prices, the report emphasizes the importance of seed source control for national food security, recommending focus on leading seed companies with transgenic advantages such as Longping High-Tech, Dabeinong, and Qianyinhai [38]

证券日报网讯 8月13日晚间，康农种业发布公告称，公司于2025年3月25日经第三届董事会第二十三次 会议及第三届监事会第二十一次会议审议通过《关于出售参股公司股权的议案》，拟将持有的未米生物 科技（青岛）有限公司（简称"未米生物"）2.43%股权转让给青岛青创汇金投资合伙企业（有限合伙） （简称"青创汇金"）。截至本报告披露日，受让方青创汇金、青创才赋、上海得时已将本次股权转让的 股款汇入公司账户，未米生物已完成股权转让的工商变更登记，并取得了青岛市李沧区市场监督管理局 颁发的《营业执照》。 （文章来源：证券日报） ...

或者上市后6个月期末（即2023年2月18日，如该日非交易日，则为该日后的第一 个交易日）收盘价低于发行价，本人持有公司股份的锁定期自动延长6个月。（发 行价指公司首次公开发行股票的发行价格，如果公司上市后因派发现金红利、送 股、转增股本、增发新股等原因进行除权、除息的，则按照证券交易所的有关规 定作除权除息处理，下同）； 证券代码：001231 证券简称：农心科技 公告编号：2025-044 农心作物科技股份有限公司 关于持股 5%以上股东、董事减持股份计划实施完成的公告 股东、董事王小见先生保证向本公司提供的信息内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 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 2025 年 编号：2025-035），持有本公司 5%以上股份的股东、董事王小见先生计划在前 述公告披露之日起 15 个交易日后的九十个自然日内（即自 2025 年 6 月 18 日起 至 2025 年 9 月 15 日止，根据中国证券监督管理委员会或深圳证券交易所相关规 定禁止 ...

证券代码：001231 证券简称：农心科技 公告编号：2025-044 关于持股 5%以上股东、董事减持股份计划实施完成的公告 股东、董事王小见先生保证向本公司提供的信息内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 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 2025 年 5 月 26 日披露了《关于持股 5%以上股东、董事减持股份的预披露公告》（公告 编号：2025-035），持有本公司 5%以上股份的股东、董事王小见先生计划在前 述公告披露之日起 15 个交易日后的九十个自然日内（即自 2025 年 6 月 18 日起 至 2025 年 9 月 15 日止，根据中国证券监督管理委员会或深圳证券交易所相关规 定禁止减持的期间除外）以集中竞价交易方式、大宗交易方式减持公司股份合计 不超过 1,350,000 股（含本数），不超过公司股份总数的 1.35%，不超过公司剔 除回购专户持股数后股份总数的 1.3532%。 2025 年 6 月 24 日至 7 月 22 日期间，王小见先生 ...

Core Viewpoint - The article highlights recent stock trading activities of Wang Xiaojian, a director of Nongxin Technology, indicating a trend of share reduction and providing insights into the company's financial performance and business operations [1][3][4]. Company Overview - Nongxin Technology's main business includes the research, development, and sales of pesticides, fertilizers, agricultural films, agricultural tools, and chemical raw materials, as well as agricultural technology services and sales/rental of agricultural machinery and drones [2]. Financial Performance - As of December 31, 2024, Nongxin Technology reported revenues from various product segments: insecticides generated 243 million yuan (37.42%), fungicides 237 million yuan (36.47%), herbicides 101 million yuan (15.49%), and other revenues 68.94 million yuan (10.62%) [2]. - The company's total market capitalization is 2.166 billion yuan [4]. Shareholder Activity - Wang Xiaojian has been actively reducing his shareholding in the company through various transactions, with the most recent being a sale of 41,200 shares at an average price of 21.55 yuan, totaling 887,900 yuan, leaving him with 9.7208 million shares [1][3]. - A detailed table of Wang Xiaojian's share transactions shows multiple reductions in shareholding over a short period, indicating a potential shift in his investment strategy [3].

证券之星消息，8月5日农化制品板块较上一交易日上涨0.34%，丰山集团领涨。当日上证指数报收于 3617.6，上涨0.96%。深证成指报收于11106.96，上涨0.59%。农化制品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) | | --- | --- | --- | --- | --- | --- | | 603810 | 丰山集团 | 17.27 | 3.85% | 3.14万 | 5362.57万 | | 002734 | 利民股份 | 21.88 | 2.87% | 59.84万 | 12.96ZZI | | 000422 | 湖北宣化 | 13.54 | 2.19% | 27.13万 | 3.63亿 | | 000902 | 新洋丰 | 14.40 | 1.91% | 10.80万 | 1.55亿 | | 300387 | 富邦科技 | 9.54 | 1.81% | 9.53万 | 9061.10万 | | 002545 | 东方铁塔 | 9.86 | 1.75% | 11.65万 | 1.15亿 | | 002470 | 金正大 | 1.7 ...

证券日报网讯 7月31日晚间，农心科技发布公告称，公司第二届董事会、监事会任期将于2025年8月7日 届满。根据新修订的《中华人民共和国公司法》《上市公司章程指引》及《关于新配套制度规则实施相 关过渡期安排》等要求，公司计划调整治理架构，拟修订《公司章程》等相关制度并进行换届选举。鉴 于公司正在开展2025年半年度报告编制与审议等工作事项，同时公司换届选举工作尚在筹备中，为确保 公司治理及经营管理的连续性和稳定性，公司董事会、监事会换届选举工作将适当延期，董事会各专门 委员会委员及董事会聘任的高级管理人员任期亦将相应顺延。 （编辑 任世碧） ...

Group 1 - The company, Nongshim Technology, is classified under the "chemical raw materials and chemical products manufacturing" industry, specifically in the "chemical pesticide manufacturing" sub-sector [1] - The company's main business activities include the research, production, and sales of pesticide formulations and active pesticide ingredients, with no involvement in the production or sales of antibiotics [1]

关于董事会、监事会延期换届的提示性公告 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。 证券代码：001231 证券简称：农心科技 公告编号：2025-043 农心作物科技股份有限公司 农心作物科技股份有限公司（以下简称"公司"或"本公司"）第二届董事 会、监事会任期将于 2025 年 8 月 7 日届满。根据新修订的《中华人民共和国公 司法》《上市公司章程指引》及《关于新<公司法> 配套制度规则实施相关过渡 期安排》等要求，公司计划调整治理架构，拟修订《公司章程》等相关制度并进 行换届选举。 鉴于公司正在开展 2025 年半年度报告编制与审议等工作事项，同时公司换 届选举工作尚在筹备中，为确保公司治理及经营管理的连续性和稳定性，公司董 事会、监事会换届选举工作将适当延期，董事会各专门委员会委员及董事会聘任 的高级管理人员任期亦将相应顺延。 在换届选举工作完成之前，公司第二届董事会及其专门委员会全体成员、第 二届监事会全体成员、公司高级管理人员将按照法律法规和《公司章程》的相关 规定，继续履行相应的职责和义务。公司董事会、监事会延期换届不会影响公司 的正常运营 ...