证券之星消息，10月31日专业连锁板块较上一交易日上涨1.23%，博士眼镜领涨。当日上证指数报收于 3954.79，下跌0.81%。深证成指报收于13378.21，下跌1.14%。专业连锁板块个股涨跌见下表： 从资金流向上来看，当日专业连锁板块主力资金净流入1737.58万元，游资资金净流出3313.67万元，散户 资金净流入1576.1万元。专业连锁板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300622 博士眼镜 | | - 1994.10万 | 7.52% | -310.56万 | -1.17% | -1683.53万 | -6.35% | | 000829 天音控股 | | 1472.95万 | 6.61% | -1057.97万 | -4.75% | -414.99万 | -1.86% | | 301078 孩子王 | | 413.99万 | 1.36% | -1544.47 ...

吉峰科技成立于1994年12月8日，于2009年10月30日在深圳证券交易所上市，注册地和办公地均为四川省 成都市。它是国内大型现代农业装备流通服务商，拥有全国性的农机连锁销售服务网络，具备较强的渠道 优势。 吉峰科技主营业务为农业机械、载货汽车、工程机械产品等现代农业装备的销售与服务，所属申万行业为 商贸零售 - 专业连锁Ⅱ - 专业连锁Ⅲ，涉及垃圾分类、农机、智慧农业（数字乡村）、核聚变、超导概 念、核电等概念板块。 经营业绩：营收行业第六，净利润第五 2025年三季度，吉峰科技营业收入22.24亿元，在行业7家公司中排名第6，远低于行业第一名天音控股的 655.71亿元和第二名爱施德的393.25亿元，行业平均数为176.34亿元，中位数为51.64亿元。当期净利润 885.5万元，行业排名第5，与第一名爱施德的3.97亿元和第二名孩子王的2.29亿元差距明显，行业平均数为 7817.6万元，中位数为6403.41万元。 资产负债率高于同业平均，毛利率低于同业平均 图：吉峰科技净利润及增速 风险提示：市场有风险，投资需谨慎。本文为AI大模型基于第三方财汇数据库自动发布，任何在本文出现 的信息（包括但不限 ...

截至9月30日，吉峰科技股东户数2.13万，较上期增加9.68%；人均流通股23206股，较上期减少8.83%。 2025年1月-9月，吉峰科技实现营业收入22.24亿元，同比增长3.47%；归母净利润-731.50万元，同比增 长69.62%。 分红方面，吉峰科技A股上市后累计派现5361.00万元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，吉峰科技十大流通股东中，永赢低碳环保智选混合发起A （016386）退出十大流通股东之列。 资金流向方面，主力资金净流出447.97万元，特大单买入328.66万元，占比5.17%，卖出766.50万元，占 比12.06%；大单买入1807.67万元，占比28.45%，卖出1817.80万元，占比28.61%。 吉峰科技今年以来股价涨66.11%，近5个交易日涨4.94%，近20日涨4.08%，近60日涨7.47%。 资料显示，吉峰三农科技服务股份有限公司位于四川省成都市郫县成都现代工业港北部园区港通北二路 219号，成立日期1994年12月8日，上市日期2009年10月30日，公司主营业务涉及农业机械、载货汽车、 工程机械产品等现代农业装备 ...

Core Viewpoint - Jifeng Technology's stock price has shown significant growth this year, with a 63.87% increase, reflecting positive market sentiment and performance in the agricultural machinery sector [1][2]. Group 1: Stock Performance - As of October 30, Jifeng Technology's stock price reached 8.80 CNY per share, with a market capitalization of 4.349 billion CNY [1]. - The stock has experienced a 3.77% increase over the last five trading days and a 5.39% increase over the last 60 days [1]. - Year-to-date, the stock has risen by 63.87% [1]. Group 2: Financial Performance - For the period from January to September 2025, Jifeng Technology reported a revenue of 2.224 billion CNY, representing a year-on-year growth of 3.47% [2]. - The company recorded a net profit attributable to shareholders of -7.315 million CNY, which is a 69.62% increase compared to the previous year [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders increased by 9.68% to 21,300, while the average number of circulating shares per person decreased by 8.83% to 23,206 shares [2]. - Since its A-share listing, Jifeng Technology has distributed a total of 53.61 million CNY in dividends, with no dividends paid in the last three years [3]. Group 4: Business Overview - Jifeng Technology, established on December 8, 1994, and listed on October 30, 2009, primarily engages in the sales and services of agricultural machinery, commercial vehicles, and engineering machinery [1]. - The company's revenue composition is heavily weighted towards agricultural machinery distribution, accounting for 90.33% of total revenue, while manufacturing contributes 9.67% [1]. - The company operates within the specialized retail sector and is involved in concepts such as smart agriculture and rural revitalization [1].

行业主要上市公司：吉峰科技(300022)、星光农机(603789)、一拖股份(601038)、林海股份(600099)、中 联重科(000157)、悦达投资(600805)、利欧股份(002131)等 农业机械产业链区域热力地图 从区域分布看，中国农业机械上市公司主要分布在江苏、浙江、重庆等省市，其中江苏省农业机械行业 上市公司数量较多，包括林海股份、悦达投资等。上游零部件代表性企业位于山东、安徽等地;下游种 植业上市公司主要位于黑龙江、江苏等地。 图表3：2025年中国农业机械产业链上市公司区域热力图(按所属地) 农业机械行业代表性企业最新投资动向 中国农业机械企业通过设立子公司、对子公司增资、并购重组等，提升企业竞争力了，布局新领域。截 至2025年中国农业机械行业代表性企业投资动向汇总如下： 图表5：截至2025年中国农业机械行业代表性企业投资动向 | 公司名称 | 投资时间 | 投资动向 | | --- | --- | --- | | 中联重科 | 2025.6 | 中联重科高管在股东大会表示,全球农机市场规模达万亿级别,中国农机处于加速发展期。公 | | | | 司计划加速农机研发投入,凭借工程机 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 301078 | 孩子王 | 10.88 | 0.55% | 28.59万 | 3.12亿 | | 300022 | 吉峰科技 | 8.55 | -0.47% | 8.60万 | 7375.57万 | | 300622 | 博士眼鏡 | 29.67 | -0.67% | 3.78万 | 1.12亿 | | 000829 | 天音控股 | 9.97 | -0.80% | 20.15万 | 2.01亿 | | 603214 | 爱智室 | 18.29 | -1.14% | 3.26万 | 5978.48万 | | 002416 | 爰施德 | 12.56 | -1.72% | 35.08万 | 4.43 Z | | 300755 | 华致酒行 | 21.01 | -1.96% | 8.41万 | 1.77亿 | 从资金流向上来看，当日专业连锁板块主力资金净流出1.55亿元，游资资金净流入3141.33万元，散户资 金净流入1.24亿元。专业连锁板块个股 ...

Core Insights - The article discusses the financing, investment, and merger and acquisition activities within the Chinese agricultural machinery industry, highlighting key players and trends in the sector. Financing Activities - Listed companies in the agricultural machinery sector primarily use financing to supplement working capital and repay debts. Major financing events from 2021 to 2023 include: - Jifeng Technology raised 612 million yuan through a private placement in April 2025 for working capital [1] - Zoomlion issued short-term financing bonds worth 12 billion yuan in March 2023 for working capital [1] - Yiteng Technology borrowed 10 million yuan from non-related parties in June 2022 for daily operations [1] Investment Activities - As of 2025, representative companies have conducted over 100 investment events, with Zoomlion and Leo Group leading in the number of investments, exceeding 40 and 30 events respectively [2] - Notable investments include: - Jifeng Technology invested in multiple subsidiaries, including a 51% stake in Shenzhen Jifeng Intelligent Equipment Co., Ltd. [3] - Leo Group has made significant investments in various sectors, including a 100% stake in Zhejiang Leo Medical Equipment Co., Ltd. [4] Purpose of Investments - The primary objectives of external investments by agricultural machinery companies are to expand business scale and diversify operations. Examples include: - Leo Group's investment in Zhejiang Leo Medical Equipment Co., Ltd. for diversification [8] - Jifeng Technology's investment in Chengdu Nongjihui Agricultural Technology Co., Ltd. to expand its business scale [9] Industry Park Development - The number of agricultural machinery-related industrial parks in China is increasing, with significant investments exceeding 6 billion yuan from companies like Xingguang Agricultural Machinery and Zoomlion [10] - Notable projects include: - The establishment of the Hubei Agricultural Machinery Equipment Recycling Industrial Park with a total investment of 500 million yuan [12] - The construction of the Dazhou Hilly Area Modern Agricultural Equipment Industrial Park, which began in September 2023 [12] Mergers and Acquisitions - The agricultural machinery industry has seen numerous mergers and acquisitions aimed at expanding the scale of midstream enterprises. Key events include: - Jifeng Technology's acquisition of a 48.9943% stake in Liaoning Huifeng Agricultural Machinery City to enhance control and operational efficiency in Northeast China [15] - Kubota's acquisition of Bloomfield Robotics to integrate advanced AI imaging technology into its agricultural equipment [15] Summary of Investment and M&A Trends - The financing activities of listed companies are primarily aimed at supplementing working capital. External investments focus on expanding business scale and diversifying operations. The industry is also witnessing a rise in mergers and acquisitions, primarily for scale expansion and diversification [17]

1、农业机械行业上市公司汇总 中国农业机械行业上游代表性企业主要包括全柴动力、征和工业、中马传动等;中游代表性企业主要包 括吉峰科技、星光农机、一拖股份、中联重科等;下游企业包括东方集团、北大荒、苏垦农发等。农业 机械行业产业链上下游的主要上市公司汇总如下： | 产业链环节 | 公司简称(股票代码) | 要点 | 关联度 | | --- | --- | --- | --- | | 上游:零部件 | 全柴动力(600218) | 农业装备柴油机供应商 | ★★ | | | 征和工业(003033) | 农业机械链系统供应商 | ★★★ | | | 中马传动(603767) | 农机零部件供应商 | ★★ | | 下游:种植业 | 东方集团(600811) | 成为中国首批股票公开发行的民营企业之一 | ★★★ | | | 北大荒(600598) | 国家级现代化大农业示范区 | ***** | | | 苏垦农发(601952) | 位于前列的农业类公司和商品粮生产基地 | *** | 转自：前瞻产业研究院 行业主要上市公司：吉峰科技(300022)、星光农机(603789)、一拖股份(601038)、林海股份( ...

Core Viewpoint - Jifeng Technology (300022.SZ) reported its Q3 2025 results, highlighting a decrease in institutional investor holdings compared to the previous quarter [1] Institutional Holdings - As of October 26, 2025, four institutional investors disclosed holding a total of 122 million shares of Jifeng Technology, representing 24.60% of the total share capital [1] - The institutional holding percentage decreased by 1.87 percentage points compared to the previous quarter [1] Public Fund Holdings - In this reporting period, ten public funds were not disclosed compared to the previous quarter, including funds such as Yongying Low Carbon Environmental Smart Selection Mixed Fund A and GF Quantitative Multi-Factor Mixed Fund A [1]

Core Viewpoint - Jifeng Technology's stock price has increased by 61.45% this year, but it has seen a slight decline in the last five and twenty trading days, indicating potential volatility in the short term [2]. Company Overview - Jifeng Technology, established on December 8, 1994, and listed on October 30, 2009, is located in Chengdu, Sichuan Province. The company specializes in the sales and services of modern agricultural equipment, including agricultural machinery, cargo vehicles, and engineering machinery [2]. - The revenue composition of Jifeng Technology is primarily from the agricultural machinery distribution segment, accounting for 90.33%, while the agricultural machinery manufacturing segment contributes 9.67% [2]. Financial Performance - For the period from January to September 2025, Jifeng Technology achieved an operating income of 2.224 billion yuan, representing a year-on-year growth of 3.47%. However, the net profit attributable to the parent company was a loss of 7.315 million yuan, although this reflects a significant improvement with a year-on-year growth of 69.62% [2]. - As of September 30, 2025, the company has distributed a total of 53.61 million yuan in dividends since its A-share listing, with no dividends distributed in the last three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders of Jifeng Technology increased to 21,300, marking a 9.68% rise compared to the previous period. The average circulating shares per person decreased by 8.83% to 23,206 shares [2]. - Notably, Yongying Low Carbon Environmental Smart Selection Mixed Fund (016386) has exited the list of the top ten circulating shareholders [3]. Market Activity - On October 27, Jifeng Technology's stock price rose by 2.00%, reaching 8.67 yuan per share, with a trading volume of 36.36 million yuan and a turnover rate of 0.86%. The total market capitalization stands at 4.285 billion yuan [1]. - In terms of capital flow, there was a net outflow of 227,200 yuan from major funds, with significant selling activity observed [1].