Investment Rating - The industry rating is "Recommended" [3] Core Insights - The report highlights significant growth in the pig farming sector, with a notable increase in slaughter volume and consumer demand. The average price of pigs is showing a slight upward trend, indicating potential profitability for producers [2][12] - The agricultural sector is benefiting from supportive financial policies aimed at revitalizing the seed industry, with a focus on enhancing productivity through biotechnology and improved financial services [1][11] Summary by Sections 1. Weekly Insights - The Ministry of Agriculture and Rural Affairs has introduced new financial support measures for the seed industry, including a total of 150 billion yuan in loans and funds since the start of the 14th Five-Year Plan [1][11] - The commercialization of genetically modified crops is expected to accelerate, enhancing self-sufficiency in key varieties [1][11] 2. Market Review - The agricultural sector index decreased by 0.16% during the week, while the overall market indices showed positive growth [14] - The top-performing sub-sectors included animal health and feed, indicating a shift in investor interest towards these areas [14][18] 3. Key Agricultural Product Data Tracking - The average price of corn is 2278.78 yuan/ton, with a week-on-week increase of 0.47% [24] - The average price of pigs is reported at 14.98 yuan/kg, reflecting a week-on-week increase of 0.44% [12][61] - The average price of soybeans is 3887.37 yuan/ton, with a slight increase of 0.16% [38] 4. Profitability Forecasts and Valuations - Specific companies in the pig farming sector, such as 京基智农, 牧原股份, and 温氏股份, are recommended for their potential profitability due to improved cost management and higher output flexibility [2][12] - In the seed industry, companies like 隆平高科 and 登海种业 are highlighted for their competitive advantages and expected benefits from the supportive policies [1][11]

今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 供销社 | 3.93 | 中国AI 50 | -2.09 | | 跨境支付(CIPS) | 3.65 | 人形机器人 | -1.59 | | 草甘膦 | 3.57 | 英伟达概念 | -1.48 | | 中韩自贸区 | 3.16 | 同花顺果指数 | -1.38 | | 自由贸易港 | 3.05 | 算力租赁 | -1.32 | | 统一大市场 | 2.74 | 液冷服务器 | -1.28 | | 数字货币 | 2.63 | 华为手机 | -1.22 | | 转基因 | 2.62 | AI手机 | -1.21 | | 信托概念 | 2.33 | MLOps概念 | -1.21 | | 电子身份证 | 2.04 | 太赫兹 | -1.21 | 资金面上看，今日转基因概念板块获主力资金净流入0.60亿元，其中，7股获主力资金净流入，5股主力 资金净流入超千万元，净流入资金居首的是神农种业，今日主力资金净流入8224.06万元，净流入资金 居前的还有大北农、敦煌种业、 ...

Group 1 - The A-share transgenic sector has experienced a short-term decline, with Batian Co., Ltd. falling over 9% [1] - Other companies such as Qiule Seed Industry, Yingtai Biological, ChuanYin High-Tech, and Dabeinong also saw declines [1]

金融界消息 截至2025年4月14日收盘，荃银高科（300087）报收于10.84元，上涨1.98%，换手率 10.25%，成交量91.87万手，成交金额9.90亿元。 天眼查商业履历信息显示，安徽荃银高科种业股份有限公司，成立于2002年，位于合肥市，是一家以从 事农业为主的企业。企业注册资本94733.1751万人民币，实缴资本12256.992万人民币。公司法定代表人 为应敏杰。 通过天眼查大数据分析，安徽荃银高科种业股份有限公司共对外投资了31家企业，参与招投标项目284 次，知识产权方面有商标信息233条，专利信息63条，此外企业还拥有行政许可19214个。 来源：金融界 资金流向方面，今日主力资金净流入3264.35万元，占比成交额3.3%。其中，超大单净流入3261.44万 元、占成交额3.3%，大单净流入2.90万元、占成交额0.0%，中单净流出流出4900.89万元、占成交额 4.95%，小单净流入1636.54万元、占成交额1.65%。 荃银高科最新一期业绩显示，截至2024三季报，公司营业总收入20.55亿元、同比增长32.26%，归属净 利润8433.34万元，同比减少892.84%， ...

截至4月11日收盘，转基因概念下跌5.96%，位居概念板块跌幅榜前列，板块内，万向德农跌停，神农 种业、敦煌种业、丰乐种业等跌幅居前，股价上涨的有3只，涨幅居前的有芭田股份、金城医药、科前 生物等，分别上涨5.63%、1.91%、1.07%。 转基因概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002385 | 大北农 | -7.17 | 10.09 | -15703.93 | | 300087 | 荃银高科 | -8.83 | 12.71 | -10991.72 | | 300189 | 神农种业 | -13.04 | 40.95 | -10713.62 | | 000998 | 隆平高科 | -5.46 | 7.89 | -6747.25 | | 002041 | 登海种业 | -6.88 | 6.53 | -5055.55 | | 000713 | 丰乐种业 | -9.02 | 18.03 | -4946.29 | | 600354 | 敦煌种业 | -9.25 | 20. ...

Group 1 - The corn concept sector experienced a decline of 5.84%, ranking among the top losers in the market, with stocks like Wanxiang Deno, Beidahuang, and others hitting the limit down [1][2] - Major stocks within the corn concept that faced significant losses include Shennong Seed Industry and Dunhuang Seed Industry, which also saw substantial declines [1][2] - The corn concept sector saw a net outflow of 1.142 billion yuan, with 19 stocks experiencing net outflows, and five stocks seeing outflows exceeding 100 million yuan, led by Beidahuang with a net outflow of 247 million yuan [2][3] Group 2 - The top losers in the corn concept include Beidahuang (-9.97%), Jinjian Rice Industry (-6.08%), and Dabeinong (-7.17%), with significant trading volumes and turnover rates [2][3] - Other notable stocks with losses include Shennong Seed Industry (-13.04%) and Fengle Seed Industry (-9.02%), indicating a broader trend of decline within the sector [2][3] - In contrast, stocks like Guangyu Group and Yantang Dairy saw net inflows of 37.87 million yuan and 18.96 million yuan respectively, highlighting a divergence in market sentiment [2][3]

证券代码：300087 证券简称：荃银高科 公告编号：2025-010 安徽荃银高科种业股份有限公司（以下简称 "公司"）近日收到 国元证券股份有限公司（以下简称"国元证券"）出具的《关于变更 安徽荃银高科种业股份有限公司持续督导工作保荐代表人的函》。 国元证券作为公司 2021 年向特定对象发行股票项目的保荐机构 及持续督导机构，尚在履行持续督导责任，原持续督导保荐代表人为 贾梅女士和黄斌先生。贾梅女士因退休原因，不再负责公司的持续督 导工作。为保证持续督导工作的有序进行，国元证券现委派余志远先 生（简历见附件）接替贾梅女士担任公司持续督导工作的保荐代表人， 继续履行持续督导职责。 安徽荃银高科种业股份有限公司 关于变更持续督导保荐代表人的公告 本次变更不会影响国元证券对公司的持续督导工作。本次变更后， 公司向特定对象发行股票项目持续督导的保荐代表人为余志远先生 和黄斌先生。持续督导期至中国证券监督管理委员会和深圳证券交易 所规定的持续督导义务结束为止。公司董事会对贾梅女士在公司持续 督导期间所做出的贡献表示衷心感谢！ 特此公告 安徽荃银高科种业股份有限公司董事会 本公司及董事会全体成员保证信息披露的内容真 ...

Group 1 - The agricultural sector is experiencing strong performance, with multiple stocks such as XinSai Co., WanXiang DeNong, BeiDaHuang, and QiuLe Seed Industry hitting the daily limit, while others like JinDan Technology and KangNong Seed Industry have risen over 10% [1][2] - Specific stock performance includes QiuLe Seed Industry up by 29.98% to 28.57, KangNong Seed Industry up by 23.67% to 54.66, and JinDan Technology up by 16.50% to 17.70 [2] Group 2 - The Central Committee of the Communist Party and the State Council have issued a plan for building a strong agricultural nation by 2035, aiming for significant progress by 2027 and modernization of rural areas [3] - The plan emphasizes the need for advanced agricultural machinery, highlighting the demand for high-performance and intelligent agricultural equipment, particularly in grain production [3] - The plan also includes upgrading agricultural machinery and promoting the integration of agricultural machinery and agronomy to enhance efficiency and productivity [3] Group 3 - Pacific Securities highlights the defensive attributes of the agricultural sector amid trade tariffs, recommending investment in the planting industry chain related to soybeans and corn, as well as livestock sectors related to pork and poultry [4] - The investment strategy focuses on sectors with strong recovery potential, such as dairy farming and poultry farming, which are experiencing capacity reduction and price reversal expectations [4] - The pet food sector is also identified as a value investment opportunity due to its sustained high demand and overseas production capabilities [4]

Core Viewpoint - The A-share and Hong Kong stock markets experienced significant declines, with major indices dropping over 2% to 3% amid ongoing market volatility and external pressures [2][3][5]. Market Performance - As of the report, the Shanghai Composite Index fell by 2.22% to 3075.75, while the Shenzhen Component Index dropped by 3.04% to 9138.12. The ChiNext Index also saw a decline of over 3% [2][3]. - In the Hong Kong market, the Hang Seng Index opened down by 3.81%, and the Hang Seng Tech Index fell by over 5%. Notably, the pharmaceutical and consumer sectors faced significant losses, with companies like Wan Zhou International and WuXi Biologics experiencing declines of nearly 10% and over 8%, respectively [5]. Corporate Actions - Multiple companies announced share buyback and stake increase plans, with at least 56 A-share listed companies releasing such announcements between April 7 and 8. This included nearly 140 companies disclosing share repurchase plans [15]. - China Aluminum Group and China Minmetals Group both announced plans to increase their stakes in listed companies, with China Aluminum planning to invest between 1 billion to 2 billion RMB [14]. Government and Institutional Support - The "national team" has been actively buying ETFs to stabilize the market, with significant purchases reported from Central Huijin Investment and other state-owned entities [17][21]. - The People's Bank of China indicated readiness to provide sufficient re-lending support to Central Huijin, further emphasizing the commitment to market stability [17]. Investment Outlook - Analysts maintain a relatively optimistic outlook for the A-share market, suggesting that despite uncertainties from trade tensions, the influx of capital and institutional support could lead to a more stable market environment [23]. - The focus on high-quality and high-dividend assets is expected to prevail, with potential opportunities arising from recent market dips [23].

证券代码：300087 证券简称：荃银高科 公告编号：2025-009 安徽荃银高科种业股份有限公司 股票交易异常波动公告 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、股票交易异常波动的情况介绍 4、公司、控股股东和实际控制人不存在关于公司的应披露而未 披露的重大事项或处于筹划阶段的重大事项。 5、公司控股股东、实际控制人未在股票异常波动期间买卖公司 股票。 三、是否存在应披露而未披露信息的说明 安徽荃银高科种业股份有限公司（以下简称"公司"）股票（证 券简称：荃银高科，证券代码：300087）交易价格连续两个交易日内 （2025 年 4 月 7 日、2025 年 4 月 8 日）日收盘价格涨幅偏离值累计 超过 30%，根据深圳证券交易所的相关规定，属于股票交易异常波动 情形。 二、公司关注、核实情况的说明 针对公司股票交易异常波动，公司对相关事项进行了核实，现就 有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易 价格产生较大影响的未公开重大信息。 3、近期公司生产经营正常， ...