证券代码：001231 证券简称：农心科技 公告编号：2025-081 农心作物科技股份有限公司 关于部分限制性股票回购注销完成的公告 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。 重要内容提示： 1、本次回购注销的限制性股票共计 60,000 股，约占回购注销前公司股份总 数 100,000,000 股的 0.06%，该部分限制性股票的回购价格为 8.59 元/股、回购金 额为人民币 515,400 元、涉及人数为 6 人。 2、本次回购的限制性股票已于 2025 年 11 月 18 日在中国证券登记结算有限 责任公司深圳分公司办理完成注销手续。 3、本次回购注销完成后，公司股份总数已由 100,000,000 股变更为 99,940,000 股。 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 10 月 10 日召开的第二届董事会第二十七次会议、第二届监事会第二十五次会议， 审议通过《关于调整限制性股票回购价格并回购注销部分限制性股票的议案》， 同意公司对 2025 年限制性股票激励计划首次授予部分的 6 名激励对象（现已离 职 ...

证券代码：001231 证券简称：农心科技 公告编号：2025-082 农心作物科技股份有限公司 关于股东减持股份的预披露公告 股东宁波农旗自有资金投资合伙企业（有限合伙）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。 农心作物科技股份有限公司（以下简称"公司"或"本公司"）于近日收到 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。 1、股东名称： 宁波农旗自有资金投资合伙企业（有限合伙），股东原名为西安农旗企业管 理咨询合伙企业（有限合伙），经迁址及更名后变更为宁波农旗自有资金投资合 伙企业（有限合伙）。 2、股东持股情况： 截至本公告披露日，宁波农旗持有公司股份2,170,000股，全部为无限售流通 股，占公司股份总数的比例为2.1713%，占公司剔除回购专户持股数后股份总数 的比例为2.1764%。 二、本次减持计划的主要内容 特别提示： 农心作物科技股份有限公司（以下简称"公司"或"本公司"）股东宁波农 旗自有资金投资合伙企业（有限合伙）（以下简称"宁波农旗"）拟自本次股份 减持计划预披露公告披露之日起 15 个交易 ...

每经AI快讯，11月18日，农心科技（001231）(001231.SZ)公告称，股东宁波农旗自有资金投资合伙企 业(有限合伙)计划减持公司股份不超过54.2万股，占公司总股本的0.5423%。 ...

农心科技公告，股东宁波农旗自有资金投资合伙企业（有限合伙）拟自2025年12月11日至2026年3月10 日，通过集中竞价或大宗交易方式减持公司股份不超54.2万股，占公司股份总数0.5423%，占剔除回购 专户持股数后股份总数0.5436%。截至公告日，其持有217万股，占总股本2.1713%，占剔除回购专户持 股数后股份总数2.1764%。拟减持股份来源为首次公开发行前取得。 ...

Core Insights - The agricultural chemical sector experienced a decline of 0.94% on November 12, with Chengxing Co. leading the drop [1] - The Shanghai Composite Index closed at 4000.14, down 0.07%, while the Shenzhen Component Index closed at 13240.62, down 0.36% [1] Stock Performance Summary - Baiao Chemical (603360) saw a closing price of 34.59, with an increase of 4.22% and a trading volume of 182,100 shares, totaling a transaction value of 613 million yuan [1] - Chengxing Co. (600078) reported a significant decline of 10.00%, closing at 12.06 with a trading volume of 807,000 shares and a transaction value of 979 million yuan [2] - The overall agricultural chemical sector had a net outflow of 1.573 billion yuan from major funds, while retail investors contributed a net inflow of 1.245 billion yuan [2][3] Fund Flow Analysis - Major funds showed a net inflow of 34.63 million yuan into Luohua Technology (600691), while retail investors had a net outflow of 28.86 million yuan [3] - Li Min Co. (002734) experienced a net inflow of 26.16 million yuan from major funds, but a net outflow of 34.85 million yuan from retail investors [3] - Baiao Chemical (603360) had a net inflow of 11.19 million yuan from major funds, with retail investors showing a net outflow of 8.34 million yuan [3]

Investment Rating - The report maintains an "Overweight" rating for the basic chemical industry [1][9]. Core Viewpoints - The basic chemical index outperformed the CSI 300 index by 2.93 percentage points, with a weekly increase of 2.50% compared to a decrease of 0.43% for the CSI 300 [3][15]. - Key sub-industries showing significant gains include potassium fertilizer (10.66%), fluorochemicals (7.24%), phosphorus fertilizer and phosphorus chemicals (6.60%), organic silicon (5.85%), and non-metallic materials III (3.75%) [16][19]. - The report highlights a positive trend in the vitamin market, with prices for Vitamin A and E increasing due to proactive price hikes by major producers, leading to heightened market activity [6][9]. Summary by Sections Market Trends - The basic chemical index increased by 2.50% over the past week, outperforming the CSI 300 index [15]. - The top-performing sub-industries included potassium fertilizer, fluorochemicals, and phosphorus chemicals [16]. Chemical Product Price Trends - The top five products with the highest weekly price increases were hydrochloric acid (Shandong) at 57.14%, NYMEX natural gas at 24.85%, concentrated nitric acid at 9.68%, and domestic vitamins E and A at 8.70% and 6.67% respectively [24][28]. - The products with the largest weekly price declines included POM (injection) at -14.06%, international butadiene at -11.64%, and coal tar at -7.29% [24][25]. Investment Recommendations - The report suggests focusing on several key sectors: refrigerants, chemical fibers, tire manufacturing, and agricultural chemicals, with specific companies highlighted for potential investment [9][45]. - Notable companies to watch include Jinshi Resources, Juhua Co., and Wanhu Chemical among others [9][45].

Core Insights - The National Health Commission released implementation opinions to promote and regulate the application of "Artificial Intelligence + Healthcare," outlining eight key application areas and development goals for 2027 and 2030 [1][2]. Group 1: Key Application Areas - The eight key areas identified include AI + grassroots applications, AI + clinical diagnosis, AI + patient services, AI + traditional Chinese medicine, AI + public health, AI + research and education, AI + industry governance, and AI + health industry [2][3]. - The focus on grassroots applications aims to enhance intelligent services in areas such as medical imaging, ECG diagnosis, and public health management [3]. Group 2: Development Goals - By 2027, the goal is to establish high-quality health data sets and intelligent applications in clinical settings, with a focus on major diseases and enhancing diagnostic capabilities [2][4]. - By 2030, the aim is for intelligent applications in grassroots diagnosis to achieve full coverage, with advanced AI applications in secondary and tertiary hospitals [2]. Group 3: Company Opportunities - A-share companies like Shanhai Mountain, Yunnan Baiyao, and Aojiahua have already made early investments in AI + healthcare, positioning themselves to benefit from the policy's support [1][4]. - Companies such as Keda Xunfei and Yunkang Life are developing AI solutions for imaging and comprehensive healthcare services, enhancing patient experience and operational efficiency [4][5]. Group 4: Focus on Medical Robots - The implementation opinions emphasize the promotion of intelligent medical devices, including rehabilitation and acupuncture robots, indicating a growing market for AI-driven medical equipment [5]. - Companies like Aojiahua are developing smart massage robots based on traditional Chinese medicine principles, showcasing innovation in the sector [5]. Group 5: Patient Services and Research - The implementation opinions highlight the need for AI to enhance patient services, including intelligent appointment scheduling and pre-consultation services in hospitals [5][6]. - Companies like Yunnan Baiyao are advancing drug research through AI systems that predict the effects of new molecules, indicating a trend towards integrating AI in pharmaceutical research [6].

New Stock Issuance - New stock for Beikang Testing (920160) issued at a price of 6.70 on November 3, 2025[1] - New stock for Danna Biology (920009) issued at a price of 17.10 on November 3, 2025[1] Market Alerts - ST Zhongdi (000609) announced significant abnormal fluctuations on October 30, 2025[1] - Jiangbolong (301308) reported severe abnormal fluctuations on October 30, 2025[1] - Xiangnan Chip (300475) disclosed abnormal fluctuations on October 24, 2025[1] - Shangtai Technology (001301) announced abnormal fluctuations on November 3, 2025[1] - Hainan Development (002163) reported abnormal fluctuations on November 3, 2025[1] - Zhongrui Co., Ltd. (002374) disclosed abnormal fluctuations on November 3, 2025[1] - Fujian Jinsen (002679) announced abnormal fluctuations on November 3, 2025[1] - Yongxing Materials (002756) reported abnormal fluctuations on November 3, 2025[1] - Xinhongze (002836) disclosed abnormal fluctuations on November 3, 2025[1] - Guocheng Mining (000688) announced abnormal fluctuations on November 3, 2025[1]

Core Insights - Nongsin Technology, established in June 2006 and listed on the Shenzhen Stock Exchange in August 2022, specializes in the research, production, and sales of pesticide formulations, benefiting from a full industry chain advantage [1] Financial Performance - For Q3 2025, Nongsin Technology reported revenue of 550 million yuan, ranking 29th among 32 companies in the industry. The top company, Adama Agricultural Solutions, had revenue of 21.678 billion yuan, while the industry average was 3.784 billion yuan [2] - The net profit for the same period was 36.4392 million yuan, placing the company 20th in the industry. The leading company, Yangnong Chemical, reported a net profit of 1.056 billion yuan, with the industry average at 171 million yuan [2] Financial Ratios - As of Q3 2025, Nongsin Technology's debt-to-asset ratio was 31.67%, down from 33.15% year-on-year and below the industry average of 46.06%, indicating strong solvency [3] - The gross profit margin for Q3 2025 was 28.10%, lower than the previous year's 33.05% but higher than the industry average of 21.70%, reflecting solid profitability [3] Management Compensation - The chairman, Zheng Jingmin, received a salary of 456,100 yuan in 2024, an increase of 21,200 yuan from 2023 [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 2.27% to 9,275, while the average number of circulating A-shares held per shareholder decreased by 2.22% to 5,380.59 [5]

Core Points - The company, Nongshim Technology, announced that its stock price has experienced a cumulative decline of over 20% in closing prices over three consecutive trading days (October 28, 2025, October 29, 2025, and October 30, 2025) [1] - The company stated that there are no additional or corrective disclosures needed regarding previously released information [1] - The company has not identified any recent media reports that could have significantly impacted its stock trading price due to undisclosed material information [1]