Group 1 - The genetically modified (GM) concept sector declined by 1.81%, ranking among the top declines in concept sectors as of the market close on August 28 [1] - Within the GM sector, major decliners included Top Cloud Agriculture, Longping High-Tech, and Da Bei Nong, while New An Co., Ba Tian Co., and Hua Bang Health saw slight increases of 0.57%, 0.56%, and 0.41% respectively [1] - The top gainers in other concept sectors included Copper Cable High-Speed Connection (+5.61%), Co-Packaged Optics (+5.13%), and F5G Concept (+5.12%) [1] Group 2 - The GM sector experienced a net outflow of 217 million yuan, with 13 stocks seeing net outflows, and 10 stocks with outflows exceeding 10 million yuan [1] - Top Cloud Agriculture had the highest net outflow of 53.95 million yuan, followed by Longping High-Tech (35.27 million yuan) and Da Bei Nong (22.89 million yuan) [1] - New An Co. and Dunhuang Seed Industry were the only stocks in the GM sector to see net inflows, with 5.72 million yuan and 0.38 million yuan respectively [2]

Group 1 - The company plans to provide a guarantee of up to 10 million RMB for its associate company, Nongxin Hulin, to support its operational development [4][6][7] - The guarantee is deemed necessary and the associated risks are considered manageable, with no expected impact on the company's financial status or operations [4][6] - The board of directors has approved this guarantee and it will be submitted for review at the upcoming extraordinary general meeting [6][10] Group 2 - As of the announcement date, the total expected external guarantees approved by the board and shareholders amount to 1,816.33 million RMB, with an actual external guarantee balance of 1,259.11 million RMB, which is 147.41% of the company's latest audited net assets [3] - The actual guarantee balance for consolidated entities is 1,085.47 million RMB, representing 127.08% of the company's latest audited net assets [3] - There are no overdue guarantees as of the announcement date, but there is an outstanding guarantee amount of 16.27 million RMB for subsidiaries [3] Group 3 - The company has conducted a comprehensive review and impairment testing of its assets as of June 30, 2025, resulting in a total impairment loss of 50.19 million RMB, which negatively impacts the consolidated profit [37][43] - The impairment losses include credit impairment losses and asset impairment losses, reflecting a cautious accounting approach [43] - The board's audit committee supports the impairment preparation, affirming that it aligns with accounting standards and accurately reflects the company's financial condition [43] Group 4 - The company raised approximately 700 million RMB through a specific stock issuance, with a net amount of about 692.61 million RMB after deducting issuance costs [45] - The raised funds are managed in a dedicated account, with strict regulatory compliance to ensure the safety of the funds [47] - The company has established a management system for the raised funds, ensuring proper storage, approval, and usage [47][48] Group 5 - The company has approved the use of idle raised funds to temporarily supplement working capital, with a balance of 121 million RMB as of June 30, 2025 [53] - There are no instances of using raised funds for cash management or any surplus funds [54] - The company has not changed the implementation location or method for its fundraising projects during the reporting period [50]

Core Insights - The company reported a revenue of 13.559 billion yuan for the first half of 2025, representing a year-on-year growth of 3.5% [1] - The net profit attributable to shareholders was 235 million yuan, marking a turnaround from losses in the previous year [1] Seed Business - The sales volume of seed products saw significant year-on-year growth, with rice seed sales increasing by over 100% and corn seed sales increasing by over 300% [1] - Revenue and profit from the seed business also showed notable increases compared to the same period last year [1] Feed Business - The sales volume of feed products experienced year-on-year growth, with the average gross margin for feed products remaining stable [1] - Feed product revenue amounted to 8.599 billion yuan, accounting for 63.4% of total revenue [1] Pig Farming Business - The pig farming sector benefited from stable market prices during the reporting period, and the company optimized its breeding stock to enhance pig farming capacity [1] - Improvements in production metrics led to a continuous decrease in pig farming costs [1] - Revenue from pig farming products reached 3.4 billion yuan, representing 25.1% of total revenue [1] Operational Efficiency - The company strengthened its management practices, leading to improved operational efficiency and a year-on-year decline in period expenses [1] Overall Revenue Breakdown - Revenue from the seed industry was 477 million yuan, making up 3.5% of total revenue [1]

Group 1 - Company Dabeinong announced the convening of its 33rd meeting of the 6th Board of Directors on August 26, 2025, held both in-person and via communication [1] - The meeting reviewed the proposal to hold the 4th extraordinary general meeting of shareholders in 2025 [1]

证券代码：002385 证券简称：大北农 公告编号：2025-069 北京大北农科技集团股份有限公司 关于拟申请注册发行中期票据的公告 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，并对公告 中的虚假记载、误导性陈述或者重大遗漏承担责任。 为满足公司经营发展需要，优化债务结构，拓宽融资渠道，公司拟向中国银 行间市场交易商协会申请注册发行不超过 15 亿元（含 15 亿元）的中期票据，采 用分期发行的方式，具体注册规模以交易商协会审批注册的额度为准，具体如下： 一、本次拟注册中期票据的基本情况 8、决议有效期：本决议有效期为自股东大会审议通过之日起至本次注册、 发行及债券存续期内持续有效。 二、董事会提请股东大会授权事宜 为保证公司中期票据的顺利发行，公司董事会提请股东大会授权公司董事会， 并同意董事会转授权经营管理层全权办理本次发行中期票据相关的事宜，包括但 不限于： 1、注册发行规模：拟注册规模为不超过人民币 15 亿元（含 15 亿元），具 体发行规模将根据公司在中国银行间市场交易商协会最终注册的金额、资金需求 和市场情况确定； 2、发行期限：本次中期票据发行期限不超过 5 年（含 5 年）， ...

证券代码：002385 证券简称：大北农 公告编号：2025-070 关于拟申请注册发行超短期融资券的公告 北京大北农科技集团股份有限公司 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，并对公告 中的虚假记载、误导性陈述或者重大遗漏承担责任。 为满足公司经营发展需要，优化债务结构，拓宽融资渠道，公司拟向中国银 行间市场交易商协会申请注册发行不超过 5 亿元（含 5 亿元）的超短期融资券， 采用分期发行的方式，具体注册规模以交易商协会审批注册的额度为准，具体如 下： 2、发行期限：本次超短期融资券发行期限不超过 270 天（含 270 天），具 体发行期限和各期限品种将根据相关法律法规的规定及发行时的市场情况确定； 3、发行方式：由承销机构以余额包销方式在全国银行间债券市场公开发行； 4、发行批次：根据公司实际经营情况，在中国银行间市场交易商协会注册 有效期内择机一次性或分期发行； 5、发行利率：本次发行利率按照市场情况确定； 6、发行对象：全国银行间债券市场的机构投资者（国家法律法规禁止的购 买者除外）； 7、募集资金用途：用于偿还公司有息负债、补充流动资金等符合国家法律 法规及政策要求的企业经营 ...

中德证券有限责任公司（以下简称"中德证券"或"保荐机构"）作为北京 大北农科技集团股份有限公司（以下简称"大北农"或"公司"）向特定对象发 行A股股票的保荐机构，根据《证券发行上市保荐业务管理办法》《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，对大 北农拟为参股公司提供担保暨关联交易事项进行了审慎核查，具体情况如下： 一、关联交易事项概述 （一）本次交易的基本情况 公司于2023年9月15日召开2023年第五次临时股东大会，审议通过了《关于 为参股公司提供担保的议案》，公司同意为参股公司北京农信互联科技集团有限 公司（以下简称"农信互联"）向中国民生银行股份有限公司北京分行（以下简称 "民生银行"）申请的不超过10,000万元综合授信提供连带责任保证担保。 截至本核查意见出具之日，上述授信额度已到期，为满足业务发展需要，农 信互联拟继续向民生银行申请不超过10,000万元综合授信及其授信项下续做的 具体业务，以及通过民生银行办理包括但不限于委托贷款、信托贷款在内的全部 间接融资业务等各类融资性业务，单笔融资期限不超过一年。公司拟为其该项授 信提供本金不超过10,000万元的连 ...

北京大北农科技集团股份有限公司 2025 年半年度财务报告 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：北京大北农科技集团股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 4,562,201,564.10 | 3,823,598,514.24 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | 304,066,171.29 | 315,144,061.51 | | 衍生金融资产 | | | | 应收票据 | 28,377,066.19 | | | 应收账款 | 1,381,212,106.18 | 1,000,002,379.41 | | 应收款项融资 | 75,159,929.45 | 97,600,738.46 | | 预付款项 | 417,820,306.81 | 276,479,280.91 | | 应收保费 | | | | 应收分保 ...

| 非经营性资金占用 | 资金占用方名称 | 占用方与上市公司 | | 上市公司核算的会计科目 2025年初占用资金余 | 2025年半年度占用累计 | 2025年半年度占用资金 | 2025年半年度偿还累 | 2025年半年末占用资 | 占用形成原因 | 占用性质 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 的关联关系 | | 额 | 发生金额（不含利息） | 的利息（如有） | 计发生额 | 金余额 | | | | 控股股东、实际控制人 | | | | | | | | | | | | 及其附属企业 | | | | | | | | | | | | 小 计 | —— | —— | —— | | | | | | —— | —— | | 前控股股东、实际控制 | | | | | | | | | | | | 人及其附属企业 | | | | | | | | | | | | 小 计 | —— | —— | —— | | | | | | —— | —— | | 其他关联方及附属企业 | | | | | | | | ...

证券代码：002385 证券简称：大北农 公告编号：2025-076 北京大北农科技集团股份有限公司 关于2025年半年度计提减值准备的公告 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、误导性陈述或者重大遗漏。 根据《企业会计准则》《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南第 1 号—业务办理》以及北京大北农科技集团股份有限公 司（以下简称"公司"）会计政策的相关规定，为了真实、准确地反映公司截至 2025 年 6 月 30 日的财务状况及经营情况，公司对截至 2025 年 6 月 30 日合并报 表范围内的各类资产进行了全面核查和减值测试，对截至 2025 年 6 月 30 日存在 减值迹象的相关资产计提信用减值损失及资产减值损失。现将具体情况公告如下： 一、本次计提减值准备情况概述 （一）整体情况 经过对公司截至 2025 年 6 月 30 日合并报表范围内的可能发生减值迹象的资 产，如应收账款、其他应收款、存货、无形资产等进行全面核查和减值测试后， 报告期内，公司计提的信用减值损失及资产减值损失合计 50,186,620.27 元，对 公司合并利润 ...