经济观察网 基于截至2026年2月初的公开信息，神农种业（300189）（300189）近期已发生若干事件， 可能持续影响市场关注度。以下梳理相关客观事实，主要依据近期公告和市场数据。 近期事件 截至2026年2月3日，公司融资融券余额合计3.92亿元，融资余额占流通市值比例达4.71%，处于近一年 90%分位水平的高位区间。同日，公司主力资金净流出6657.17万元，但近60日股价累计上涨57.00%。 2026年1月29日，公司发布2025年年度业绩预告，预计归属于上市公司股东的净利润为9000万元至1.2亿 元，同比实现扭亏为盈（上年同期亏损4987.43万元）。 未来发展 股票近期走势 未来投资者可留意公司定期报告（如2025年年度报告）的正式披露时间，以及已披露事项的进展，例如 定增计划（2025年6月预案拟融资不超过1.44亿元）的审核或实施情况。但具体时间表需以官方公告为 准。 2026年1月30日，公司股票因连续三个交易日收盘价格涨幅偏离值累计超过30%，触发深圳证券交易所 异常波动标准。公司随后发布公告说明情况，提示市场风险。 资金动向 以上内容基于公开资料整理，不构成投资建议。 ...

证券日报网讯 2月6日，神农种业（300189）在互动平台回答投资者提问时表示，公司将密切关注相关 政策动态，结合公司实际情况，积极研究和评估政策对公司业务的影响。 ...

格隆汇2月5日丨神农种业(300189.SZ)在投资者互动平台表示，公司目前主营业务未涉及AI育种。公司 将持续关注农业科技的前沿发展，包括AI技术未来在育种领域的应用。 ...

Group 1 - Intercontinental Oil and Gas focuses on oil exploration and development, with significant operations in Kazakhstan and the Malacca Strait, benefiting from the Hainan Free Trade Port's zero-tariff policy which will reduce equipment import costs and enhance cross-border energy trade efficiency, with a projected 30% increase in trade scale over the next three years [1][34] - Jinpan Technology, a leading manufacturer of high-end power distribution equipment, will benefit from reduced raw material costs and a 15% corporate income tax reduction, enhancing profitability and enabling expansion into the ASEAN power equipment market [2][35] - Hainan Airlines, a major player in the aviation sector, expects a significant increase in passenger traffic due to the visa-free policy for 86 countries and duty-free upgrades, with projected passenger volume exceeding 80 million by 2026 [3][36] Group 2 - Junda Co., a top photovoltaic cell manufacturer, anticipates growth in its solar business due to reduced equipment costs and tax incentives, with plans to participate in Hainan's integrated wind and solar storage projects [4][37] - Caesar Travel, a comprehensive tourism service provider, expects a doubling of cross-border tourism business and a significant increase in tourist arrivals, with projections of 180 million visitors by 2026 [5][38] - Xinda A, a diversified company focusing on motorcycle manufacturing and coal mining, aims to leverage the zero-tariff policy to enhance profitability and expand into the electric vehicle market [6][39] Group 3 - ST Huluwawa, a leading pediatric pharmaceutical company, will benefit from reduced raw material costs and tax incentives, with plans to expand into the ASEAN pharmaceutical market [8][40] - Hainan Ruize, a construction industry leader, anticipates a surge in infrastructure demand with projected investments exceeding 100 billion by 2026, benefiting from the Hainan Free Trade Port's policies [9][42] - Hainan Airport, a key player in airport operations, expects a doubling of cargo business and significant passenger growth due to the visa-free policy and duty-free upgrades [10][43] Group 4 - Hainan Development, an investment platform, anticipates a substantial increase in duty-free sales, projected to exceed 100 billion by 2026, benefiting from the Hainan Free Trade Port's policies [11][45] - Hainan Highway, a major highway operator, expects a significant increase in traffic volume, projected to exceed 200 million vehicles by 2026, benefiting from the integration of tourism and real estate [20][56] - Hainan Rubber, the world's largest natural rubber producer, aims to expand its market presence in ASEAN due to favorable trade policies and tax incentives [21][57]

神农种业今日跌1.6%，成交额29.49亿元，换手率41.16%，盘后龙虎榜数据显示，有5家机构专用席位净 卖出2.26亿元。 ...

| 买卖 | 会员营业部名称 | 买入金额 | 卖出金额 | | --- | --- | --- | --- | | | | (元) | (元) | | 买1 | 东方财富证券股份有限公司拉萨东环路 第二证券营业部 | 29,437,360 | 21,395,104 | | 买2 | 机构专用 | 29,379,017 | 75,828,202 | | 买3 | 东方财富证券股份有限公司拉萨东环路 第一证券营业部 | 26,362,022 | 14,870,213 | | द्भि | 东方财富证券股份有限公司拉萨团结路 第一证券营业部 | 25,452,171 | 18,715,306 | | 买5 | 机构专用 | 25,055,910 | 57,967,154 | | 卖1 | 机构专用 | 20,474,516 | 77,097,383 | | 卖2 | 机构专用 | 29,379,017 | 75,828,202 | | 출3 | 机构专用 | 23,009,265 | 65,535,287 | | 卖4 | 机构专用 | 12,747,998 | 59,923,022 | | 载 | 机构专用 | ...

神农种业今日跌1.60%，成交额29.49亿元，换手率41.16%，盘后龙虎榜数据显示，有5家机构专用席位 净卖出2.26亿元。 ...

融券方面，神农种业2月3日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，海南神农种业科技股份有限公司位于海南省海口市秀英区美林路8号慧远美林谷综合服务 楼，成立日期2000年12月29日，上市日期2011年3月16日，公司主营业务涉及公司以杂交水稻种子的选 育、制种、销售和技术服务为主,从事水稻、玉米、油料、蔬菜等农作物品种创新、生产、销售和技术 服务以及农药、化肥的销售。主营业务收入构成为：杂交水稻种子40.24%，其他种子28.71%，农化产 品及其它19.32%，玉米种子4.52%，水产品3.34%，其他(补充)3.28%，油菜种子0.58%。 截至9月30日，神农种业股东户数7.55万，较上期减少8.84%；人均流通股11733股，较上期增加9.69%。 2025年1月-9月，神农种业实现营业收入1.59亿元，同比增长29.36%；归母净利润565.51万元，同比增长 125.99%。 分红方面，神农种业A股上市后累计派现4876.80万元。近三年，累计派现0.00元。 机构持仓方 ...

Core Viewpoint - The planting industry sector experienced a 0.9% increase on February 3, with Hainan Rubber leading the gains, while the overall market indices also showed positive performance [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4067.74, up 1.29% [1]. - The Shenzhen Component Index closed at 14127.1, up 2.19% [1]. Group 2: Individual Stock Performance - Hainan Rubber (601118) closed at 7.00, up 4.17%, with a trading volume of 1.1511 million shares and a turnover of 800.2 million yuan [1]. - Shennong Seed Industry (300189) closed at 8.13, up 2.91%, with a trading volume of 2.6958 million shares and a turnover of 2.158 billion yuan [1]. - Noposion (002215) closed at 11.11, up 2.30%, with a trading volume of 145,700 shares and a turnover of 160 million yuan [1]. - Hualu Biological (300970) closed at 21.99, up 1.52%, with a trading volume of 151,500 shares and a turnover of 113 million yuan [1]. - Honghui Zhaoshu (603336) closed at 9.24, up 1.32%, with a trading volume of 77,900 shares and a turnover of 71.5785 million yuan [1]. Group 3: Fund Flow Analysis - The planting industry sector saw a net outflow of 236 million yuan from main funds, while retail investors contributed a net inflow of 236 million yuan [2]. - The main funds showed a net inflow in stocks like Jinhai Seed Industry (002041) with 25.402 million yuan, while others like Hualu Biological (300970) experienced a net outflow of 6.1731 million yuan [3].

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The report highlights that the pig price is expected to face downward pressure after the Spring Festival due to limited inventory reduction and increased supply pressure [10][11] - The agricultural sector outperformed the market by 2.26 percentage points during the week of January 26 to January 30, 2026, with the agricultural index rising by 1.82% [5][16] - The report indicates that the demand for pork remains weak despite seasonal support, with the average price of live pigs at 12.24 yuan/kg, down 0.68 yuan/kg week-on-week [10][11] Summary by Sections Weekly Observation - The report notes a shift from withholding to active selling in pig breeding, but inventory reduction remains limited, leading to increased risk of price decline after the holiday [10][11] - The average weight of pigs sold has slightly decreased to 127.86 kg, indicating potential supply pressure on prices [10][11] Market Performance - The agricultural sector outperformed the broader market, with the Shanghai Composite Index down 0.44% while the agricultural index increased by 1.82% [5][16] - Notable stock performances include Nongfa Seed Industry (+30.24%), Shennong Technology (+26.06%), and Dunhuang Seed Industry (+16.13%) [5][21] Key News - The Ministry of Agriculture and Rural Affairs has initiated a nationwide inspection of the spring crop seed market, focusing on key crops such as corn, soybeans, and rice [4][24] - The Ministry of Finance has allocated 176.6 billion yuan for high-standard farmland construction in 2025, a 53% increase year-on-year [4][24] Price Tracking - As of January 30, 2026, the average price of live pigs was 12.30 yuan/kg, down 5.17% from the previous week, while the price of piglets rose to 25.04 yuan/kg, up 6.37% [26][30] - The average price of white feather chickens increased to 7.74 yuan/kg, up 3.20% week-on-week [32][30] - The average price of beef was reported at 66.03 yuan/kg, reflecting a 0.56% increase [39][30]