证券日报网讯荃银高科（300087）8月7日在互动平台回答投资者提问时表示，公司高度重视以企业价值 为核心的市值管理工作，制定了市值管理制度，公司将聚焦主业，加强科研创新，提升核心竞争力，推 动企业高质量发展，争取为股东创造更好的回报。 ...

Investment Rating - The industry rating is "Recommended" [3] Core Insights - The pork market is experiencing an oversupply, leading to a continued decline in pork prices. The average price of external three yuan pigs is 14.13 yuan/kg, with a week-on-week decrease of 1.09% [2][12] - The Ministry of Agriculture and Rural Affairs emphasizes the need for quality improvement and efficiency enhancement in the pig industry, suggesting that outdated production capacity will gradually be eliminated [2][13] - The report highlights the potential benefits of genetically modified crops in increasing yield and self-sufficiency rates for key varieties, with specific companies recommended for investment [12] Summary by Sections Planting Industry - A meeting was held to discuss increasing crop yields in Northeast China, which is crucial for national food security. The region has seen improvements in planting density and technology, contributing to stable yield increases [1] - Companies such as Beidahuang and Suqian Agricultural Development are expected to benefit from these developments, along with seed companies like Dabeinong and Longping High-Tech [1][12] Pig Farming - The average price of pigs has shown a downward trend, with the average weight of slaughtered pigs decreasing for eight consecutive weeks. The number of breeding sows has also decreased slightly [2][12] - The report suggests focusing on companies with significant cost improvements and high future output elasticity, including DeKang Agriculture and Mu Yuan Co., Ltd. [13] Key Agricultural Product Data Tracking - Corn: The average price is 2406.65 yuan/ton, with a week-on-week decrease of 0.09% [27] - Wheat: The average price is 2440.86 yuan/ton, with a week-on-week decrease of 0.08% [30] - Rice: The average price of japonica rice is 2912.00 yuan/ton, with a week-on-week increase of 0.14% [35] - Soybeans: The average price is 3926.32 yuan/ton, remaining stable week-on-week [40] - Cotton: The average price is 15410.00 yuan/ton, with a slight decrease of 0.02% [47] Feed and Vitamin Prices - The average price of pig feed is 2.73 yuan/kg, with a week-on-week increase of 0.37% [53] - The average price of vitamin E is 68.00 yuan/kg, remaining stable week-on-week [62]

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33家企业，参与招投标项目313 次，知识产权方面有商标信息241条，专利信息65条，此外企业还拥有行政许可19302个。 来源：金融界 荃银高科最新一期业绩显示，截至2025一季报，公司营业总收入8.35亿元、同比增长24.13%，归属净利 润219.67万元，同比减少87.62%，扣非净利润825.04万元，同比减少239.64%，流动比率1.447、速动比 率0.685、资产负债率62.94%。 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。 金融界消息 截至2025年7月31日收盘，荃银高科（300087）报收于9.08元，下跌2.26%，换手率3.02%， 成交量26.99万手，成交金额2.47亿元。 资金流向方面，今日主力资金净流出2718.36万元，占比成交额11.02%。其中，超大单净流出656.17万 元、占成交额2.66%，大单净流出2062.19万元、占成交 ...

证券之星消息，7月31日种植业板块较上一交易日下跌1.86%，神农种业领跌。当日上证指数报收于 3573.21，下跌1.18%。深证成指报收于11009.77，下跌1.73%。种植业板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 681006 | 神农种业 | 4.75 | -3.85% | 155.89万 | 7.471Z | | 837403 | 康农种业 | 24.71 | -3.63% | 3.61万 | 9042.38万 | | 600540 | 新塞股份 | 4.85 | -3.19% | 22.18万 | 1.09亿 | | 831087 | 秋乐种业 | 18.83 | -2.99% | 8.07万 | 1.53亿 | | 300511 | 雪橙生物 | 6.26 | -2.64% | 13.96万 | 8819.08万 | | 600359 | 新农开发 | 7.04 | -2.63% | 9.67万 | 6868.93万 | | 600371 | 万向德 ...

证券日报网讯荃银高科（300087）7月29日在互动平台回答投资者提问时表示，公司在雅鲁藏布江地区 没有投资。 ...

证券日报网讯荃银高科（300087）7月29日在互动平台回答投资者提问时表示，公司在海南三亚建有稳 定的科研育种基地。 ...

Investment Rating - The industry rating is "Recommended" [3] Core Insights - The report emphasizes the need for high-quality development in the pig farming industry, focusing on improving efficiency and quality. It highlights the importance of capacity control and the encouragement of large enterprises to collaborate with smaller farms to share industry benefits [2][12] - In the planting industry, the report discusses the promotion of new varieties and technologies to enhance crop yields, particularly in the context of food security. It predicts a continued acceleration in the commercialization of genetically modified crops [1][11] Summary by Sections Planting Industry - The Ministry of Agriculture and Rural Affairs is working on a directory for superior crop varieties by 2025, focusing on enhancing yields and meeting current production needs [1][11] - The report identifies potential beneficiaries in the planting sector, including Beidahuang and Su-Kun Agricultural Development, and recommends companies with strong advantages in seed development such as Longping High-Tech and Denge Seed Industry [1][11] Pig Farming - The average price of external three-way cross pigs is 14.29 CNY/kg, showing a week-on-week decrease of 1.20%. The overall supply exceeds demand, leading to a forecast of continued price declines [2][12] - The report notes a decrease in the number of breeding sows, with a total of 40.43 million as of June 2025, down by 370,000 from the previous year [2][12] - Recommended companies in the pig farming sector include Dekang Agriculture, Jingji Zhino, Muyuan Foods, and Wens Foodstuff [2][12] Feed and Animal Health - The average price of pig feed is 2.72 CNY/kg, with no change from the previous week. The report also provides insights into the prices of various feed types for poultry and livestock [50][52]

- The report utilizes the Heston model to calculate implied volatility for near-month at-the-money options, serving as a market fear index. Implied volatility reflects market participants' expectations of future volatility[6] - Positive signals appeared 3052 times from July 14 to July 18, with an average future high-point success rate of 68.64%. Negative signals appeared 3426 times, with an average future low-point success rate of 27.06%[10] - The broad-based timing strategy signals indicate "bullish" for indices such as ChiNext Index, SSE 50, Wind Microcap Index, Hang Seng Equal Weight Index, Hang Seng Tech Index, Hang Seng Hong Kong 35, Hang Seng Index, Hang Seng Financials, Hang Seng Sustainable Development Enterprises Index, Hang Seng China Enterprises Index, and Hang Seng China (Hong Kong-listed) 100[12] - The industry timing strategy is constructed using the scissors difference ratio of long-short signals for industry index constituent stocks. If no bullish or bearish signals appear on a given day, the scissors difference value and ratio are set to zero. The model outperformed all respective industry indices historically, demonstrating excellent backtesting results[13] - Industry timing strategy signals show "bullish" for sectors such as building materials, light manufacturing, home appliances, textiles and apparel, non-ferrous metals, power and utilities, steel, consumer services, transportation, coal, pharmaceuticals, agriculture, forestry, animal husbandry, and fishing, and petrochemicals[15]

Group 1 - The genetically modified concept sector rose by 3.15%, ranking 7th among concept sectors, with 18 stocks increasing, including Shennong Seed Industry which hit the daily limit of 20% [1] - The main inflow of funds into the genetically modified concept sector was 459 million yuan, with 13 stocks receiving net inflows, and 8 stocks seeing inflows exceeding 10 million yuan [2] - Shennong Seed Industry led the net inflow of funds with 292 million yuan, followed by Qianyuan High-Tech, Jincheng Pharmaceutical, and Top Cloud Agriculture [2][3] Group 2 - The top stocks by net inflow ratio included Shennong Seed Industry at 11.98%, Qianyuan High-Tech at 10.45%, and Nongfa Seed Industry at 10.05% [3] - The trading volume and turnover rates for leading stocks were significant, with Shennong Seed Industry showing a turnover rate of 53.68% [3][4] - Other notable stocks included Jincheng Pharmaceutical and Top Cloud Agriculture, with net inflows of 26.61 million yuan and 24.76 million yuan respectively [3]

Group 1 - A-share agricultural stocks experienced significant movement in the afternoon, with Honghui Fruits and Vegetables hitting the daily limit up [1] - Other companies such as Qiule Seed Industry, Jinjian Rice Industry, Feng'an Co., Top Cloud Agriculture, and Qianyin High-Tech also saw increases [1]