格隆汇7月31日丨农心科技(001231.SZ)在互动平台表示，目前以农药制剂和农药原药产品的研发、生 产、销售为主，未涉及抗生素相关生产及销售业务。 ...

Core Viewpoint - Sichuan Baijia Akwan Food Industry Co., Ltd. has announced a recall of certain batches of its "Malujiji" spicy sour noodles due to quality issues, specifically instances of white and moldy noodle cakes reported by customers [1][3]. Group 1: Recall Details - The recall specifically affects the 270g specification of "Malujiji" spicy sour noodles produced on June 16 and June 18, 2025 [4][6]. - The primary cause of the issue was identified as insufficient disinfection during the production process, which may have led to environmental bacterial contamination [4][6]. - All affected products have been removed from shelves, and a comprehensive investigation is underway [1][3]. Group 2: Consumer Actions - Consumers who purchased the affected batches are advised to contact the original retailer for refunds or to register their information through Akwan's official customer service channels [5][6]. - The company will cover all return costs and provide appropriate economic compensation as per national regulations to address consumer inconveniences [6]. Group 3: Quality Management Improvements - Akwan Food has committed to enhancing its production quality management by strictly following customer requirements, improving disinfection processes, and upgrading real-time quality monitoring systems [6]. - The company aims to implement higher standards across all production stages to ensure product safety in the future [6].

农心作物科技股份有限公司 证券代码：001231 证券简称：农心科技 公告编号：2025-042 1、农心作物科技股份有限公司（以下简称"公司"或"本公司"）2024年年度 权益分派方案已获公司于2025年6月26日召开的2024年年度股东大会审议通过。 本次可参与利润分配的总股 数为99,764,245股（该股数系以公司总股本 100,000,000股为基数，剔除截至本次权益分派股权登记日公司股份回购专用证券 账户所持有公司股份总数235,755股计算所得），公司本次现金分红共计 14,964,636.75元（含税）。 2、因公司通过股份回购专用证券账户持有的本公司股份不参与2024年年度 权益分派，本次权益分派方案实施后，根据股票市值不变原则，实施权益分派前 后公司总股本保持不变，现金分红总额分摊到每一股的比例将减小。本次权益分 派按公司总股本折算的每10股现金红利为1.496463元（计算结果直接保留六位小 数，最后一位直接截取，不四舍五入）。本次权益分派实施后的除权除息参考价 =除权除息日前一交易日收盘价-按公司总股本折算每股现金分红金额=股权登记 日收盘价-0.1496463元/股。 一、股东大会审 ...

Core Viewpoint - The major shareholder and director, Mr. Wang Xiaojian, plans to reduce his holdings in Nongxin Technology Co., Ltd. by up to 1,350,000 shares, which is approximately 1.35% of the total shares, within a specified period [1][3]. Summary by Sections Shareholder Reduction Plan - Mr. Wang Xiaojian intends to reduce his holdings within 90 natural days starting from June 18, 2025, through centralized bidding and block trading methods [1][3]. - The total number of shares he plans to reduce is capped at 1,350,000 shares, which includes the shares held in the company's repurchase account [1][3]. Implementation Status - From June 24, 2025, to July 22, 2025, Mr. Wang has already reduced his holdings by 987,733 shares, which accounts for 0.9877% of the current total shares [2][3]. - After this reduction, Mr. Wang's total shareholding decreased from 10,976,000 shares (10.9760%) to 9,988,267 shares (9.9883%) [2][3]. Compliance and Regulations - The share reduction is in accordance with previously disclosed plans and complies with relevant regulations, including the Securities Law and the Management Measures for Shareholder Reduction [3][4]. - The company emphasizes the importance of adhering to disclosure obligations and regulatory compliance during the share reduction process [4].

证券代码：001231 证券简称：农心科技 公告编号：2025-041 农心作物科技股份有限公司 关于持股 5%以上股东、董事股份变动 触及 1%整数倍的提示性公告 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%。 公司于近日收到王小见先生出具 ...

Investment Rating - The industry investment rating is maintained as "Increase" for the agricultural sector [6] Core Viewpoints - The agricultural sector outperformed the market by 1.01 percentage points during the week of June 30 to July 4, 2025, with a weekly increase of 2.55% [15][17] - The pig farming sector is highlighted as a key investment opportunity due to the recovery of breeding profits and the ongoing rise in pig prices [4][2] - The report emphasizes the importance of cost control for listed pig farming companies to navigate the pig cycle effectively [4] Summary by Sections Market Review - The agricultural sector index closed at 2,729.26, ranking 7th among 31 first-level industries in terms of weekly performance [15][17] - The fishery sector showed the best performance with a 5.13% increase, followed by breeding, agricultural product processing, feed, and planting sectors with respective increases of 3.12%, 2.96%, 2.30%, and 1.63% [17][19] Industry Dynamics - Pig prices continued to rise, with the national average price reaching 15.35 yuan/kg, a week-on-week increase of 4.28% [2] - Self-breeding profits increased to 119.72 yuan/head, while external piglet breeding profits improved to -26.26 yuan/head [2] - In the poultry sector, chicken prices remained under pressure due to high inventory levels, with broiler chick prices dropping to 1.36 yuan/chick, a 20% decrease week-on-week [2] Agricultural Products - Prices for wheat, corn, and soybean meal showed a week-on-week increase, with wheat averaging 2,451.06 yuan/ton (up 0.19%), corn at 2,367.14 yuan/ton (up 0.61%), and soybean meal at 2,928.00 yuan/ton (up 0.76%) [3][34] Investment Recommendations - The report suggests focusing on the pig farming sector, particularly companies with strong cost control such as Muyuan Foods, Wens Foodstuff Group, and others [4] - In the poultry sector, it recommends looking at integrated industry leaders like Shennong Development and Lihua Stock for yellow feathered chickens [4] - For feed, it highlights industry leaders like Haida Group and regional leaders like Hefeng Stock as beneficiaries of the recovery in livestock demand [4] - The report also emphasizes the importance of food security, recommending companies like Suqian Agricultural Development and Beidahuang [4]

Investment Rating - The industry investment rating is maintained as "Add" [6] Core Views - The agricultural sector underperformed the market by 1.15 percentage points during the week of June 23-27, 2025, with the Shenwan Agricultural Index closing at 2,661.46, reflecting a weekly increase of 0.80% [1][16] - The pig farming sector shows a bullish sentiment with pig prices continuing to rebound, reaching an average price of 14.72 CNY/kg, a week-on-week increase of 3.52% [2] - The poultry sector is facing downward pressure, with broiler prices remaining low due to high inventory levels in the downstream slaughtering sector [2] - Grain prices such as wheat and corn have seen slight increases, while soybean meal prices have decreased due to increased supply from oil mills [3] Summary by Sections 1. Market Review - The agricultural sector's weekly performance ranked 25th among 31 Shenwan first-level industries, with the fishery sector performing the best with a 4.90% increase [1][18] - The animal health, agricultural product processing, planting, and breeding sectors also saw increases of 3.13%, 2.10%, 1.44%, and 0.28% respectively, while the feed sector declined by 0.32% [1][18] 2. Industry Key Data 2.1 Pig Farming - The average profit for self-bred pigs is 50.25 CNY/head, up 30.84 CNY/head week-on-week, while the profit for purchased piglets is -131.71 CNY/head, an increase of 55.08 CNY/head week-on-week [2][24] 2.2 Poultry - The average price of broiler chicks is 1.70 CNY/chick, down 8.60% week-on-week, and the average price of white feather broilers is 7.01 CNY/kg, down 1.54% week-on-week [2][32] 2.3 Agricultural Products - The average price of wheat is 2,446.39 CNY/ton, up 0.19% week-on-week, and corn is 2,352.86 CNY/ton, up 0.43% week-on-week. Soybean meal prices have decreased to a range of 2,900-3,100 CNY/ton [3][35] 3. Investment Recommendations - The report suggests focusing on investment opportunities in the planting industry chain due to increasing geopolitical tensions affecting food security [4] - For pig farming, companies with strong cost control or clear cost reduction paths are recommended, including Muyuan Foods, Wens Foodstuff Group, and others [4] - In the poultry sector, attention is drawn to integrated industry leaders like Shengnong Development and Lihua Stock for their stable capacity expansion and cost advantages [4] - The feed sector is expected to benefit from the recovery of livestock inventory, with recommendations for industry leaders like Haida Group and Hefeng Stock [4] - For agricultural products, companies like Suqian Agricultural Development and Beidahuang are highlighted for their relevance to food security [4]

Core Viewpoint - The company has made a prudent decision to adjust the timeline for certain fundraising projects to reach their intended usable state, ensuring that this will not negatively impact the implementation of these projects or the interests of shareholders, particularly minority shareholders [1][2]. Group 1 - The second meeting of the supervisory board was convened on June 26, 2025, with all three supervisors present, and the meeting followed the required legal and procedural guidelines [1]. - The supervisory board unanimously approved the proposal to adjust the timeline for certain fundraising projects, with all votes in favor [1][2]. - The adjustment is based on the actual progress and feasibility of the projects, and it is confirmed that this decision will not adversely affect the company's operations or the interests of shareholders [2].

华泰联合证券有限责任公司 关于农心作物科技股份有限公司 调整部分募投项目达到预定可使用状态时间的核查意见 华泰联合证券有限责任公司（以下简称"华泰联合证券"或"保荐人"）作 为农心作物科技股份有限公司（以下简称"农心科技"或"公司"）首次公开发 行股票并上市持续督导阶段的保荐人，根据《证券发行上市保荐业务管理办法》 《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规范运作》等有关规定，对公司调整部分募投项目达到预定 可使用状态时间的事项进行了核查，并出具本核查意见如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于核准农心作物科技股份有限公司首次公开 发行股票的批复》（证监许可[2022]1125 号）核准，农心科技首次公开发行人民 币普通股（A 股）股票 2,500.00 万股，每股面值 1 元，每股发行价格为人民币 17.77 元，募集资金总额 444,250,000.00 元，减除发行费用人民币 67,858,200.00 元后，募集资金净额为 376,391,800.00 元。募集资金已于 2022 年 8 月 15 日划至 公司指定账户。天健会计师 ...

证券代码：001231 证券简称：农心科技 公告编号：2025-040 农心作物科技股份有限公司 关于调整部分募投项目达到预定可使用状态时间的公告 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"农心科技"）于 2025 年 6 月 26 日召开了第二届董事会第十一次独立董事专门会议、第二届董事会第二 十四次会议和第二届监事会第二十二次会议，审议通过了《关于调整部分募投项 目达到预定可使用状态时间的议案》，同意公司根据募投项目的实际建设情况及 目前实施进度，调整公司首次公开发行股票募集资金投资项目之"绿色农药制剂 智能数字化工厂技术改造项目"（以下简称"技改项目"）达到预定可使用状态 时间。根据《上市公司募集资金监管规则》《深圳证券交易所上市公司自律监管 指引第 1 号——主板上市公司规范运作》等相关规定，该议案无需提交公司股东 大会审议。现将有关情况公告如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于核准农心作物科技股份有限公司首次公开 发行股票的批复》（证监许可[2022]1125 号）核准，农心科 ...