Group 1 - The Guozheng Grain Industry Index (399365) increased by 0.36% as of April 7, 2025, with notable stock performances including Wanxiang Denong (600371) hitting the daily limit, Shennong Seed Industry (300189) rising by 8.08%, and Lier Chemical (002258) increasing by 8.07% [1] - The Grain ETF (159698) rose by 1.27%, with a trading volume of 23.8488 million yuan, leading among similar products and achieving a turnover rate of 12.11%, indicating active market trading [1] - Dongxing Securities highlighted that agricultural products are being used as a significant countermeasure against tariffs, with an increased focus on food security strategies, as emphasized in the No. 1 Document of 2025, which discusses "new agricultural productivity" and the promotion of biotechnology in agriculture [1] Group 2 - As of March 31, 2025, the top ten weighted stocks in the Guozheng Grain Industry Index (399365) include Dabeinong (002385), Longping High-Tech (000998), and Beidahuang (600598), collectively accounting for 52.74% of the index [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码： 002385 证券简称：大北农 公告编号：2025-025 北京大北农科技集团股份有限公司 关于控股子公司大豆产品获批乌拉圭种植许可的公告 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。 一、乌拉圭种植许可获批情况 乌拉圭当地时间2025年4月3日，乌拉圭官方网站更新了国家生物安全委员会（GNBio）第164号、163 号、165号决议，北京大北农科技集团股份有限公司（以下简称"公司"）控股子公司北京大北农生物技 术有限公司（以下简称"大北农生物"）研发的转基因耐除草剂大豆转化事件DBN9004（DBN-09004- 6）、抗虫耐除草剂大豆转化事件DBN8002（DBN-08002-3）、DBN9004×DBN8002（DBN-09004- 6×DBN-08002-3）同时通过安全评价审查，正式获批种植许可。此次获批是大北农生物抗虫、耐除草剂 大豆转化事件继获批阿根廷、巴西种植许可后，在南美市场的又一重要进展，对公司开拓乌拉圭市场具 有积极的推动作用。 DBN9004是大北农生物研发的耐除草剂转基因 ...

Investment Rating - The report maintains an "Outperform" rating for the agricultural sector in light of the recent tariff increases on U.S. imports [1][5][4]. Core Views - The imposition of a 34% tariff on all U.S. imports is expected to benefit the domestic agricultural sector, particularly in the areas of feed, livestock, and seed industries [1][2][3]. - The report highlights that the increase in tariffs will likely lead to price hikes in key agricultural products such as soybean meal, corn, and beef, thereby enhancing the profitability of domestic producers [2][24][3]. Summary by Sections Tariff Impact Analysis - The Chinese government announced a 34% tariff on all U.S. imports effective April 10, 2025, which is expected to raise the import costs of key agricultural products [1][15][16]. - Major U.S. agricultural imports to China include sorghum, soybeans, cotton, beef, and corn, with soybeans and corn being particularly affected by the tariff [1][24]. Feed and Livestock Sector - The report is optimistic about companies like Haida Group and leading pig and poultry farming enterprises, which are expected to see enhanced profit margins due to better raw material management amid rising feed prices [2][3]. - The report suggests that the cost of feed, which constitutes a significant portion of livestock production costs, will rise, potentially accelerating the cycle of livestock production and benefiting leading companies in the sector [2][3]. Seed and Crop Sector - The seed industry is anticipated to benefit from a favorable price cycle and advancements in genetically modified crops, with corn prices expected to rise due to increased import costs from the U.S. tariffs [2][3]. - Companies with land resources in the planting sector are also expected to gain from rising grain prices [2][3]. Beef Industry Outlook - The domestic beef industry is projected to experience a turnaround as domestic supply decreases and U.S. beef imports shrink due to the new tariffs [3][24]. - The report indicates that the valuation of related beef companies is currently at a low point, suggesting potential for growth as market sentiment improves [3][24]. Investment Recommendations - The report recommends investments in the following sectors: 1. Pig farming: Mu Yuan, Hua Tong, Wen's, Shen Nong Group, Xin Wu Feng, Ju Xing Agricultural, Tang Ren Shen, Tian Kang Biological 2. Poultry farming: Li Hua, Yi Sheng, Sheng Nong Development 3. Feed: Haida Group 4. Seed: Quan Yin Gao Ke, Long Ping Gao Ke, Feng Le Seed Industry, Deng Hai Seed Industry, Da Bei Nong [3][4].

Investment Rating - The investment rating for the agriculture, forestry, animal husbandry, and fishery industry is "Positive" (maintained) [1] Core Insights - The report highlights that the recent increase in tariffs imposed by the US on Chinese imports, along with China's retaliatory measures, is expected to positively impact domestic agricultural product prices, particularly pork prices [5][15] - The average price of live pigs in China as of April 6, 2025, is 14.60 yuan/kg, showing a week-on-week increase of 0.05 yuan/kg, indicating a gradual upward trend in pork prices supported by improved demand and reduced supply pressure [6][18] - The report recommends actively allocating investments in the pig farming sector due to its defensive attributes amid macroeconomic shocks and the strengthening investment logic [6][28] Summary by Sections Weekly Observation - The US has imposed a 34% tariff on Chinese imports, leading to a cumulative tariff rate of 54% on Chinese goods, which is expected to benefit domestic agricultural prices [5][15] - The report notes that the dependency of key agricultural products on imports from the US is significant, with soybeans and beef having high foreign dependency rates of 81.49% and 25.22%, respectively [16][17] Weekly Market Performance - The agricultural index outperformed the market by 1.79 percentage points, with the agricultural index rising by 1.51% during the week [32][34] - Key stocks such as Huisheng Biological and Jinhai Biological saw significant gains, with increases of 39.96% and 18.80%, respectively [32][36] Price Tracking - As of April 4, 2025, the average price of live pigs is 14.60 yuan/kg, with a slight increase from the previous week, while the price of piglets has risen to 37.08 yuan/kg [39][40] - The report indicates that the price of beef has also increased, reaching 66.38 yuan/kg, reflecting a positive trend in meat prices [43][46] Recommendations - The report suggests focusing on the pig farming sector, with specific recommendations for companies such as Muyuan Foods, Wens Foodstuff Group, and Juxing Agriculture [7][28] - In the feed sector, companies like Haida Group and New Hope are recommended due to their potential benefits from the recovery in livestock and poultry production [28]

证券代码： 002385 证券简称：大北农 公告编号：2025-025 北京大北农科技集团股份有限公司 一、乌拉圭种植许可获批情况 乌拉圭当地时间 2025 年 4 月 3 日，乌拉圭官方网站更新了国家生物安全委 员会（GNBio）第 164 号、163 号、165 号决议，北京大北农科技集团股份有限 公司（以下简称"公司"）控股子公司北京大北农生物技术有限公司（以下简称 "大北农生物"）研发的转基因耐除草剂大豆转化事件 DBN9004（DBN-09004-6）、 抗虫耐除草剂大豆转化事件 DBN8002（DBN-08002-3）、DBN9004×DBN8002 （DBN-09004-6×DBN-08002-3）同时通过安全评价审查，正式获批种植许可。 此次获批是大北农生物抗虫、耐除草剂大豆转化事件继获批阿根廷、巴西种植许 可后，在南美市场的又一重要进展，对公司开拓乌拉圭市场具有积极的推动作用。 DBN9004 是大北农生物研发的耐除草剂转基因大豆。该转基因大豆产品可 同时耐受草甘膦和草铵膦两种除草剂，能够有效解决南美大豆生产的控草难题， 为应对草甘膦抗性杂草和前茬作物玉米自生苗问题提供更加便利的技术手段和 ...

Market Overview - On April 3, the A-share market opened lower and then rebounded, but by midday, the Shanghai Composite Index fell by 0.51% to 3333.09 points, the Shenzhen Component Index dropped by 1.46%, and the ChiNext Index decreased by 1.8% [1][2] - The total market turnover for the half-day session was 746.299 billion yuan [1] Monetary Policy - The People's Bank of China conducted a 7-day reverse repurchase operation of 223.4 billion yuan at a fixed rate of 1.50%, with a net injection of 4.9 billion yuan for the day after accounting for maturing reverse repos [2] Sector Performance - The market saw a mixed performance across sectors, with the agricultural sector, particularly seed industry stocks, showing resilience. The top-performing sectors included seed industry (1.55% increase) and chicken (1.35% increase), while sectors like wireless headphones and Apple concept stocks saw declines [4] - The government has set a target of approximately 1.4 trillion jin of grain production by 2025, signaling a strong focus on agricultural development, which may benefit companies with competitive varieties and reserves [4] Company Insights - **Qianyuan High-Tech**: A leader in the seed industry with a focus on integrated breeding and promotion, enhancing growth through R&D and acquisitions [7] - **Fengle Seed Industry**: Supported by a capital increase from its controlling shareholder, the company is expected to enhance its variety promotion efforts and accelerate acquisition plans, boosting its competitive edge [8] - **Dabeinong**: The company is improving its pig farming business performance and has a leading position in transgenic seed reserves, which is expected to generate additional growth [9] - **Longping High-Tech**: As a leading corn seed company, it possesses dual advantages in variety and traits, with potential for significant growth as transgenic corn penetration increases [10]

特别提示： 1.本次股东大会未出现否决提案的情形； 2.本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 证券代码：002385 证券简称：大北农 公告编号：2025-024 北京大北农科技集团股份有限公司 2025 年第二次临时股东大会决议公告 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。 1.会议召开时间 (1)现场会议召开时间：2025 年 3 月 27 日（星期四）下午 14：30 开始 (2)网络投票起止时间： ①通过深圳证券交易所（以下简称"深交所"）交易系统进行网络投票的具 体时间为：2025 年 3 月 27 日 9:15—9:25，9:30—11:30 和 13:00—15:00； ②通过互联网投票系统（http://wltp.cninfo.com.cn）投票的具体时间为：2025 年 3 月 27 日上午 09:15 至下午 15:00 期间的任意时间。 2.现场会议召开地点：北京市海淀区澄湾街 19 号院大北农凤凰国际创新园 行政楼 104 会议室 3.会议召开方式：采取现场投票与网络投票相结 ...

北京市天元律师事务所 关于北京大北农科技集团股份有限公司 2025 年第二次临时股东大会的法律意见 京天股字（2025）第 090 号 致：北京大北农科技集团股份有限公司 北京大北农科技集团股份有限公司（以下简称"公司"）2025 年第二次临时 股东大会（以下简称"本次股东大会"）采取现场投票与网络投票相结合的方式， 现场会议于 2025 年 3 月 27 日 14:30 在北京市海淀区澄湾街 19 号院大北农凤凰 国际创新园行政楼 104 会议室召开。北京市天元律师事务所（以下简称"本所"） 接受公司聘任，指派本所律师参加本次股东大会现场会议，并根据《中华人民共 和国公司法》、《中华人民共和国证券法》（以下简称"《证券法》"）、《上 市公司股东大会规则》（以下简称"《股东大会规则》"）以及《北京大北农科 技集团股份有限公司章程》（以下简称"《公司章程》"）等有关规定，就本次 股东大会的召集、召开程序、出席现场会议人员的资格、召集人资格、会议表决 程序及表决结果等事项出具本法律意见。 为出具本法律意见，本所律师审查了《北京大北农科技集团股份有限公司第 六届董事会第二十八次（临时）会议决议公告》《北京大北农科技 ...

建立高效的运行管理机制 2010年，经北京市科协批准，大北农集团成立了企业科协，并于同年12月正式获批成立"院士专家工作 站"。该工作站不仅是市科协首次在农业企业中设立的"院士专家工作站"，也是北京市首家在民营企业 设立的"院士专家工作站"。院士专家在集团战略规划咨询、技术指导、新产品研发、高端人才培养、研 发团队培育、大北农科技奖评审和产学研合作等方面都发挥了重要作用。 工作站依据中国科协、北京市科协的相关规定，精心制定了《大北农集团院士专家工作站工作细则》， 构建起一套高效、科学且规范化的运行管理机制，让工作站的管理工作有规可循、有章可依，得以有序 开展。 为实现对院士专家工作站进行专业化管理和高水平服务，大北农集团高度重视工作站的建设与管理，专 门配备了3名专职管理人员，并且从知识产权、产学研合作、人力资源、科研财务等部门组建了一支规 模达20余人的运营管理团队，不仅设立企业自筹专项资金用于工作站日常办公开销，还在产学研合作与 协同创新项目启动时，针对每个在站院士专家团队，依据项目情况于初始阶段拨付10万—50万元启动经 费，促进合作项目顺利推进。 "双站"协同创新共促和谐发展 2006年大北农集团获批 ...

证券代码：002385 证券简称：大北农 公告编号：2025-023 北京大北农科技集团股份有限公司 关于控股股东、董事长部分股份质押延期的公告 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。 北京大北农科技集团股份有限公司（以下简称"公司"）于近日收到控股股 东、董事长邵根伙先生的通知，获悉邵根伙先生将所持有本公司的部分股份办理 了质押延期。现将有关情况公告如下： 一、股东股份质押延期的基本情况 （一）本次股份质押延期的基本情况 | | | | | | 是否 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 是否为 | | | | 为限 | 是 | | | | | | | | 控股股 | | 占其 | 占公 | 售股 | 否 | | | | | | | | 东或第 | 质押延期股 | 所持 | 司总 | （如 | 为 | | | 延期 | | | | 股东 | 一大股 | 份数量 | 股份 | 股本 | 是， | 补 | 质押 ...