Market Overview - The planting industry sector experienced a decline of 1.92% on September 3, with Kangnong Seed Industry leading the drop [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Individual Stock Performance - Kangnong Seed Industry (837403) closed at 26.42, down 10.74% with a trading volume of 93,300 shares and a transaction value of 271 million yuan [1] - Qiule Seed Industry (831087) closed at 17.00, down 6.54% with a trading volume of 95,500 shares and a transaction value of 169 million yuan [1] - Shennong Seed Industry (300189) closed at 4.81, down 4.94% with a trading volume of 1.614 million shares and a transaction value of 800 million yuan [1] - Other notable declines include: - Quanyin High-Tech (300087) down 3.75% - Xuecheng Biological (300511) down 3.51% [1] Capital Flow Analysis - The planting industry sector saw a net outflow of 378 million yuan from institutional investors, while retail investors contributed a net inflow of 208 million yuan [1] - The following stocks had significant capital flows: - Honghui Fruits and Vegetables (603336) saw a net inflow of 9.33 million yuan from institutional investors [2] - New Agricultural Development (600359) had a net inflow of 289.78 million yuan from institutional investors [2] - Wanxiang Denong (600371) experienced a net outflow of 297.60 million yuan from institutional investors but a net inflow of 285.48 million yuan from retail investors [2]

行业概览 年初以来饲料价格持续处于下降通道，整体驱动养殖成本持续改善。从养殖品种来看，生猪价格同比去年基本持平， 但是饲料成本的下降以及规模场出栏量的提升驱动盈利改善；禽养殖板块来看，年初以来禽类价格表现相对低迷，但 是全产业链角度看实现稳定利润。农产品方面，今年大宗农产品整体供需格局走向宽松，主要农产品价格已经跌至底 部区间，原材料成本的下降驱动养殖板块的利润提升。2025H1 农林牧渔板块实现营业收入为 6148 亿元，同比+6.12%， 板块营收端增长主要系养殖企业规模增长推动；实现归母净利润 270 亿元，同比+198%，主要系生猪养殖板块扭亏为 盈带动整体利润好转。2025Q2 板块实现营业收入 3240 亿元，同比+7.66%，实现归母净利润 136 亿元，同比+27.50%， 养殖成本的下降带动养殖板块盈利同比大幅好转。 生猪养殖 2024 年生猪供给减少，全年生猪价格表现出较强的季节性且行业实现较好盈利，虽然 10 月份以后生猪价格持续下行， 但是行业整体处于盈利状态，产能持续增加。2025 年初以来生猪价格整体呈现底部震荡趋势，虽然中间生猪价格短时 出现反弹，但是在供给较为充足的背景下，生猪 ...

资料显示，安徽荃银高科种业股份有限公司位于安徽省合肥市高新区创新大道98号，成立日期2002年7 月24日，上市日期2010年5月26日，公司主营业务涉及优良水稻、玉米、小麦等主要农作物种子的研 发、繁育、推广、服务,以及利用公司优质特色品种带动的订单农业业务。主营业务收入构成为：水稻 种子39.46%，订单粮食、青贮饲料25.30%，玉米种子12.52%，皮棉、棉籽、农机、农化及其他业务 10.53%，小麦种子7.84%，棉花种子2.92%，瓜菜种子、大豆种子及其他作物种子1.44%。 截至8月15日，荃银高科股东户数5.08万，较上期增加1.60%；人均流通股17631股，较上期减少1.57%。 2025年1月-6月，荃银高科实现营业收入14.36亿元，同比增长1.81%；归母净利润-4132.91万元，同比减 少85.85%。 8月29日，荃银高科跌0.32%，成交额3.09亿元。两融数据显示，当日荃银高科获融资买入额2842.34万 元，融资偿还2398.99万元，融资净买入443.35万元。截至8月29日，荃银高科融资融券余额合计5.19亿 元。 融资方面，荃银高科当日融资买入2842.34万元。当 ...

Group 1 - The core viewpoint of the articles highlights the positive performance of agricultural stocks and the grain industry index, with specific stocks like Agricultural Products (000061) and Cangge Mining (000408) showing significant increases in value [1][2] - As of August 29, 2025, the National Grain Industry Index (399365) has seen a rise in its component stocks, with a notable increase of 9.96% for Agricultural Products and 6.00% for Cangge Mining [1] - The total early rice production in China for 2025 is projected to be 28.513 million tons (570.3 billion jin), reflecting a year-on-year increase of 339,000 tons (6.8 billion jin), or 1.2% [1] Group 2 - The National Grain Industry Index (399365) closely tracks the performance of listed companies related to the grain industry on the Shanghai and Shenzhen stock exchanges [2] - As of July 31, 2025, the top ten weighted stocks in the National Grain Industry Index account for 50.43% of the index, with major companies including Dabeinong (002385) and Longping High-Tech (000998) [2] - The industry is expected to benefit from ongoing support policies for seed industry and the maturation of new biological breeding technologies, which may optimize the competitive landscape [1]

证券之星价投圈财报分析工具显示： 据证券之星公开数据整理，近期荃银高科（300087）发布2025年中报。截至本报告期末，公司营业总收 入14.36亿元，同比上升1.81%，归母净利润-4132.91万元，同比下降85.85%。按单季度数据看，第二季 度营业总收入6.01亿元，同比下降18.55%，第二季度归母净利润-4352.58万元，同比下降8.86%。本报告 期荃银高科公司应收账款体量较大，当期应收账款占最新年报归母净利润比达644.34%。 本次财报公布的各项数据指标表现一般。其中，毛利率13.62%，同比减22.56%，净利率-5.32%，同比 减179.37%，销售费用、管理费用、财务费用总计2.71亿元，三费占营收比18.86%，同比增11.38%，每 股净资产2.04元，同比增5.91%，每股经营性现金流-0.76元，同比减19.04%，每股收益-0.04元，同比减 100.0% | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 14.11亿 | 14.36亿 | 1.81% | | 归母浄利润（元 ...

Market Overview - The planting industry sector declined by 0.99% on August 28, with Qianyin High-Tech leading the decline [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] Individual Stock Performance - Hainan Rubber (601118) closed at 5.19, up 1.37% with a trading volume of 414,800 shares and a turnover of 213 million yuan [1] - Longping High-Tech (000998) closed at 9.98, down 0.30% with a trading volume of 289,200 shares and a turnover of 288 million yuan [1] - Beidahuang (600598) closed at 14.91, down 0.53% with a trading volume of 395,000 shares and a turnover of 586 million yuan [1] - Qianyin High-Tech (300087) closed at 9.39, down 4.18% with a trading volume of 597,300 shares and a turnover of 562 million yuan [2] Capital Flow Analysis - The planting industry sector experienced a net outflow of 402 million yuan from main funds, while speculative funds saw a net inflow of 270 million yuan and retail investors had a net inflow of 133 million yuan [2] - The main fund net inflow and outflow for Hainan Rubber was 4.86 million yuan, while speculative funds had a net inflow of 2.28% [3] - New Sai Co. (600540) had a main fund net inflow of 1.02 million yuan, with speculative funds showing a net inflow of 198.84 million yuan [3]

2025年8月28日，荃银高科(300087.SZ)发布2025年中报。 公司营业总收入为14.36亿元，在已披露的同业公司中排名第7，较去年同报告期营业总收入增加2553.79 万元，实现5年连续上涨，同比较去年同期上涨1.81%。归母净利润为-4132.91万元，在已披露的同业公 司中排名第13，较去年同报告期归母净利润减少1909.12万元。经营活动现金净流入为-7.17亿元，在已 披露的同业公司中排名第15，较去年同报告期经营活动现金净流入减少1.15亿元。 公司最新资产负债率为62.31%，在已披露的同业公司中排名第14，较上季度资产负债率减少0.63个百分 点，较去年同期资产负债率减少0.52个百分点。 公司最新毛利率为13.62%，在已披露的同业公司中排名第12，较上季度毛利率增加0.14个百分点，较去 年同期毛利率减少3.97个百分点。最新ROE为-2.14%，在已披露的同业公司中排名第12，较去年同期 ROE减少0.92个百分点。 公司摊薄每股收益为-0.04元，在已披露的同业公司中排名第12，较去年同报告期摊薄每股收益减少0.02 元。 公司最新总资产周转率为0.20次，在已披露的同业公司 ...

Core Viewpoint - The financial performance and trading activity of Anhui Qianyuan High-Tech Seed Co., Ltd. (荃银高科) indicate a mixed outlook, with a slight increase in revenue but a significant decline in net profit, alongside notable trading volumes in margin financing and securities lending [1][2][3]. Financial Performance - For the first half of 2025, Qianyuan achieved operating revenue of 1.436 billion yuan, representing a year-on-year growth of 1.81% [2] - The net profit attributable to shareholders was -41.33 million yuan, a decrease of 85.85% compared to the previous year [2] Trading Activity - On August 27, Qianyuan's stock price increased by 1.45%, with a trading volume of 615 million yuan [1] - The margin financing data for August 27 showed a financing purchase amount of 62.37 million yuan and a net financing purchase of 3.18 million yuan, with a total margin balance of 490 million yuan [1] - The margin balance accounted for 5.27% of the circulating market value, which is below the 30th percentile level over the past year, indicating a low level of margin financing [1] Shareholder Information - As of August 15, Qianyuan had 50,800 shareholders, an increase of 1.60% from the previous period, with an average of 17,631 circulating shares per shareholder, a decrease of 1.57% [2] - The company has distributed a total of 446 million yuan in dividends since its A-share listing, with 210 million yuan distributed in the last three years [3] Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders included notable funds, with changes in holdings observed among several key institutional investors [3]

Group 1 - The company announced that its fifth board meeting was held on August 26, 2025, combining on-site and remote voting methods [1] - The meeting reviewed the company's 2025 semi-annual report and other documents [1] Group 2 - The news highlights the successful transplantation of the world's first gene-edited pig lung into a human, raising questions about the timeline for clinical applications [1]

国元证券股份有限公司 国元证券股份有限公司（以下简称"保荐机构"）作为安徽荃银高科种业股 份有限公司（以下简称"荃银高科"或"公司"）向特定对象发行股票的持续督 导保荐机构，根据《证券发行上市保荐业务管理办法》《深圳证券交易所创业板 股票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市 公司规范运作》《上市公司募集资金监管规则》等有关规定，对荃银高科部分募 集资金投资项目结项并将节余募集资金永久补充流动资金的事项进行了审慎核查， 具体核查情况和核查意见如下： 一、募集资金及募投项目基本情况 （一）募集资金基本情况 根据中国证券监督管理委员会《关于同意安徽荃银高科种业股份有限公司向 特定对象发行股票注册的批复》（证监许可〔2021〕1815 号），公司于 2021 年 7 月向特定对象发行股票 23,768,366 股，募集资金总额 549,999,989.24 元，扣除保 荐承销费、审计验资费、律师费合计 13,059,999.74 元，手续费 23,768.37 元，实 际募集资金净额 536,916,221.13 元。 关于安徽荃银高科种业股份有限公司部分募集资金投资项目结项 并将节 ...