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农心科技(001231) - 001231农心科技投资者关系管理信息20250520
2025-05-20 09:24
Financial Performance - The company's gross margin for pesticide raw materials was low due to low trial production output, while the gross margin for direct sales and distribution was consistent when excluding raw material impacts [2] - As of December 31, 2024, the company's monetary funds decreased by approximately 351 million CNY, primarily due to increased investments in financial products and loans [3] - The gross margin for insecticides was 35.66%, and for fungicides, it was 39.97%, with increases of 0.97 percentage points and 1.52 percentage points respectively compared to the previous year [4] Business Strategy - The company is actively expanding its international market presence, focusing on Southeast Asia, South Asia, and Central Asia, transitioning from a single export model to a diversified approach [3] - The board has proposed to authorize the board to decide on mid-term profit distribution based on actual operating conditions and funding plans for 2025 [4]
5月USDA供需报告分析:新作库存低于预期,利多大豆和玉米
ZHESHANG SECURITIES· 2025-05-15 07:30
Investment Rating - The industry investment rating is "Positive" [4] Core Viewpoints - The USDA supply and demand report indicates that new crop inventories for soybeans and corn are lower than expected, which is favorable for prices [4][6] - Global corn production for the 2024/25 season is estimated at 1.221 billion tons, with significant increases in production from the U.S., Brazil, and Argentina [1][12] - The soybean production forecast for the 2025/26 season is 410 million tons, with Brazil expected to reach a record 175 million tons [2][3][18] - The global wheat production forecast for 2025/26 is 667 million tons, reflecting a 1.0% year-on-year increase, with the EU showing significant growth [4][28] Summary by Sections Corn - The USDA report estimates a global corn production of 1.221 billion tons for 2024/25, with U.S. production increasing by 24.22 million tons due to expanded planting [1][12] - The projected global corn ending stocks for 2025/26 are 95.68 million tons, a 7.4% increase year-on-year, with a low stocks-to-use ratio of 10% [1][12] Soybeans - The global soybean production for 2024/25 is estimated at 421 million tons, with U.S. ending stocks significantly reduced to 295 million bushels [2][3][18] - The forecast for global soybean ending stocks for 2025/26 is 80.47 million tons, a 1.6% increase year-on-year, with a stocks-to-use ratio of 27.6% [3][19] Wheat - The global wheat production for 2025/26 is projected at 667 million tons, with the EU's production expected to increase by 11.4% to 136 million tons [4][28] - The global wheat ending stocks for 2025/26 are estimated at 14.2 million tons, reflecting a 2.5% year-on-year increase, with a stocks-to-use ratio of 21.6% [5][28] Investment Recommendations - In light of increasing global weather extremes and geopolitical tensions affecting grain prices, the report emphasizes the importance of seed source control for national food security [6][36] - Recommended companies include leading seed firms with transgenic advantages such as Longping High-Tech, Dabeinong, and Qianyuan High-Tech, along with suggestions to monitor Kangnong Seed Industry, Denghai Seed Industry, and Fengle Seed Industry [6][36]
农林牧渔行业周报:猪价震荡偏弱,豆粕价格回落-20250513
Yong Xing Zheng Quan· 2025-05-13 09:48
Investment Rating - The report initiates coverage of the agriculture sector with an "Overweight" rating, indicating a favorable outlook for the industry due to stable demand and strong policy support [3][5]. Core Views - The agriculture sector is seen as a defensive investment option amidst a complex external environment, with many meat protein and agricultural product prices currently in a recovery phase, suggesting potential for stable growth in leading companies [3]. - The report highlights that low costs are a core competitive advantage for listed pig farming companies, recommending a focus on firms with strong cost control or clear cost reduction paths [3]. - The report suggests monitoring specific companies across various segments, including pig farming, poultry, feed, and agricultural products, indicating a diversified investment approach [3]. Summary by Sections Market Review - The agriculture sector underperformed the market by 1.02 percentage points during the week of May 6-9, 2025, with the index closing at 2,619.30, reflecting a 0.99% increase [14]. - Among sub-sectors, the fishery sector performed best with a 3.87% increase, while the breeding sector saw a slight decline of 0.19% [16][18]. Key Industry Data Pig Farming - As of May 9, 2025, the average price of live pigs was 14.82 CNY/kg, down 0.13% from April 30, 2025, and down 0.74% year-on-year [1]. - The profit from self-breeding was 84.33 CNY per head, while the profit from purchasing piglets increased by 9.92 CNY to 58.46 CNY per head [1]. Poultry - As of May 9, 2025, the average price of broiler chicks was 2.91 CNY per chick, up 0.34% week-on-week, while the price of white feather broilers was 7.45 CNY/kg, down 0.40% [2]. Agricultural Products - As of May 9, 2025, the average prices for key crops were as follows: wheat at 2,460.67 CNY/ton (up 0.19%), japonica rice at 2,864.00 CNY/ton (up 0.21%), corn at 2,292.86 CNY/ton (up 1.78%), and soybean meal at 3,300.00 CNY/ton (down 5.08%) [2]. Company Announcements - Muyuan Foods reported selling 6.573 million pigs in April 2025, a year-on-year increase of 51.80%, with an average selling price of 14.66 CNY/kg [35][36]. - Shennong Development achieved a sales revenue of 1.533 billion CNY in April 2025, a year-on-year increase of 0.68% [37].
农心科技(001231) - 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首次公开发行股票并在主板上市之保荐总结报告书
2025-05-13 09:02
之保荐总结报告书 保荐机构名称 华泰联合证券有限责任公司 保荐机构编号 Z26774000 一、保荐机构及保荐代表人承诺 1、保荐总结报告书和证明文件及其相关资料的内容不存在虚假记载、误导 性陈述或重大遗漏,保荐机构及保荐代表人对其真实性、准确性、完整性承担法 律责任。 2、本机构及本人自愿接受中国证券监督管理委员会(以下简称"中国证监 会")、深圳证券交易所对保荐总结报告书相关事项进行的任何质询和调查。 3、本机构及本人自愿接受中国证监会按照《证券发行上市保荐业务管理办 法》的有关规定采取的监管措施。 二、保荐机构基本情况 | 情况 | 内容 | | --- | --- | | 保荐机构名称 | 华泰联合证券有限责任公司 | | 注册地址 | 深圳市前海深港合作区南山街道桂湾五路 128 号前海深港基金小 | | | 镇 B7 栋 401 | | 主要办公地址 | 北京市西城区丰盛胡同 22 号丰铭国际大厦 A 座 6 层 | | 法定代表人 | 江禹 | | 联系人 | 蒲贵洋、耿玉龙 | | 联系电话 | 010-56839300 | 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 首次公开发行 ...
农心科技(001231) - 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2024年度保荐工作报告
2025-05-13 09:02
华泰联合证券有限责任公司 | 项目 | 工作内容 | | --- | --- | | | 2024 年 8 月 27 日召开第二届董事会第四次独 | | | 立董事专门会议、第二届董事会第十六次会议 | | | 及第二届监事会第十四次会议,对募投项目达 | | | 到预定可使用状态的日期进行延期,已履行了 | | | 必要的内部决策程序。后续保荐人将督促上市 | | | 公司按计划推进募集资金使用及募投项目的 | | | 实施工作,并按要求履行信息披露义务。 | | 6.发表专项意见情况 | | | (1)发表专项意见次数 | 次 8 | | (2)发表非同意意见所涉问题及结论意见 | 不适用 | | 7.向深圳证券交易所报告情况(现场检查报 | | | 告除外) | | | (1)向深圳证券交易所报告的次数 | 0 次 | | (2)报告事项的主要内容 | 不适用 | | (3)报告事项的进展或者整改情况 | 不适用 | | 8.关注职责的履行情况 | | | (1)是否存在需要关注的事项 | 否 | | (2)关注事项的主要内容 | 不适用 | | (3)关注事项的进展或者整改情况 | 不适用 | | 9 ...
农心科技(001231) - 农心作物科技股份有限公司关于参加2025年陕西辖区上市公司投资者集体接待日暨2024年度业绩说明会的公告
2025-05-12 10:15
暨2024年度业绩说明会"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。 为促进上市公司规范运作、健康发展,增强上市公司信息透明度,加强与广 大投资者沟通交流,进一步提升投资者关系管理水平,陕西上市公司协会在陕西 证监局指导下,联合深圳市全景网络有限公司举办"2025 年陕西辖区上市公司 投资者集体接待日暨 2024 年度业绩说明会"。 届时,公司董事长、独立董事、相关高级管理人员及保荐代表人将通过互动 平台与投资者进行网络沟通和交流,欢迎广大投资者踊跃参加! 活动时间:2025 年 5 月 20 日 15:00-17:00 活动地址:"全景路演" 证券代码:001231 证券简称:农心科技 公告编号:2025-034 农心作物科技股份有限公司 关于参加"2025年陕西辖区上市公司投资者集体接待日 网址:https://rs.p5w.net 投资者可通过https://ir.p5w.net/zj或扫描下方征集问题二维码提问。公司将在 2024年度业绩说明会上就投资者普遍关注的问题进行交流。 特此公告! 农心作物科技股份有限公司 董事会 2025 年 5 ...
[年报]农心科技:2024年净利润同比增长14.56% 上游农药原药业务拓展显成效
Quan Jing Wang· 2025-04-28 11:48
Core Insights - Company achieved a total revenue of 649 million yuan in 2024, representing a year-on-year growth of 7.19% [1] - The net profit attributable to shareholders reached 59.92 million yuan, an increase of 14.56% compared to the previous year [1] - The company plans to distribute a cash dividend of 1.5 yuan per 10 shares, totaling an estimated 15 million yuan [2] Financial Performance - Revenue breakdown: Insecticides contributed 243 million yuan (37.42%), fungicides contributed 237 million yuan (36.47%), and herbicides contributed 101 million yuan (15.49%) to total revenue [2] - The company reported a non-recurring net profit of 56.61 million yuan, reflecting an 18.12% increase year-on-year [1] Research and Development - The company invested 40.61 million yuan in R&D in 2024, achieving a research intensity of 6.25% [3] - The company holds 162 valid invention patents and 328 pesticide registration certificates, enhancing its competitive edge in the market [3] Brand Strategy - The company focuses on building the "Shangge" brand to create a high-quality image, which has led to a positive brand perception among farmers [4] - Continuous product development based on market demand has allowed the company to rapidly introduce new pesticide formulations under the "Shangge" brand [4] Future Plans - In 2025, the company aims to enhance its product development, marketing, and brand building, with a focus on pesticide formulations and raw materials [4] - Plans include establishing a raw material production line and exploring overseas markets in Southeast Asia, South Asia, and Central Asia [4]
农心科技(001231) - 农心作物科技股份有限公司第二届董事会第十次独立董事专门会议决议的公告
2025-04-27 12:09
证券代码:001231 证券简称:农心科技 公告编号:2025-022 农心作物科技股份有限公司 第二届董事会第十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")第二届董事会第十次独立 董事专门会议(以下简称"本次会议")经独立董事提议,于 2025 年 4 月 13 日以电子邮件方式发出会议通知,于 2025 年 4 月 24 日以现场结合视频会议方式 召开,本次会议应到独立董事 3 人,实际出席会议的独立董事 3 名,董事会秘书、 财务总监及证券事务代表列席本次会议。 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<2024 年度独立董事专门会议工作报告>的议案》 表决结果:通过。同意 3 票,反对 0 票,弃权 0 票, ...
农心科技(001231) - 农心作物科技股份有限公司关于拟续聘2025年度财务及内部控制审计机构的公告
2025-04-27 11:46
证券代码:001231 证券简称:农心科技 公告编号:2025-031 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。 信永中和会计师事务所(特殊普通合伙)(以下简称"信永中和")为农心作 物科技股份有限公司(以下简称"公司")2024 年度财务及内部控制审计机构, 在对公司 2024 年度财务报告和内部控制进行审计的过程中,坚持独立、客观、 公正的审计原则,为公司提供了专业的审计服务,较好地履行了双方合同所约定 的责任和义务。为保持公司审计工作的连续性和稳定性,经公司于 2025 年 4 月 24 日召开的第二届董事会第二十三次会议和第二届监事会第二十一次会议分别 审议通过《关于提议续聘公司 2025 年度财务及内部控制审计机构的议案》,现拟 续聘信永中和担任公司 2025 年度财务及内部控制审计机构,该事项尚需提交公 司 2024 年年度股东大会审议。现将有关事宜公告如下: 一、拟续聘审计机构的基本情况 农心作物科技股份有限公司 关于拟续聘2025年度财务及内部控制审计机构的公告 (一)机构信息 1、 基本信息 | 事务所名称 | | 信永中和会计师事务所 ...
农心科技(001231) - 农心作物科技股份有限公司关于确认2024年度董事、监事及高级管理人员薪酬并拟定2025年薪酬方案的公告
2025-04-27 09:37
证券代码:001231 证券简称:农心科技 公告编号:2025-029 农心作物科技股份有限公司 关于确认2024年度董事、监事及高级管理人员薪酬 并拟定2025年薪酬方案的公告 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")于 2025 年 4 月 24 日召开 第二届董事会第二十三次会议和第二届监事会第二十一次会议,分别审议了《关 于确认董事 2024 年度薪酬并拟定 2025 年薪酬方案的议案》《关于确认高级管理 人员 2024 年度薪酬并拟定 2025 年薪酬方案的议案》《关于确认监事 2024 年度 薪酬并拟定 2025 年薪酬方案的议案》,基于谨慎性原则,全体董事、监事对相 应议案回避表决。上述董事、监事 2025 年薪酬方案尚需提交公司 2024 年年度股 东大会审议,现将有关事宜公告如下: 姓名 职务 性别 年龄 任职状态 从公司获得的税前报酬总额 (单位:万元) 郑敬敏 董事长、总经理 男 56 现任 45.61 王小见 董事 男 54 现任 0 郑杨柳 董事、副总经理 女 31 现任 17.63 ...