神农种业公告，预计2025年度净利润为9000万元至1.2亿元，上年同期为亏损4987.43万元。公司业绩变 动主要由于产品营业收入增长、成本费用控制成效显著，以及会计准则变更产生的投资收益。 ...

证券代码：300189 证券简称：神农种业 公告编号：2026-003 本次业绩预告相关数据是公司财务部门初步测算的结果，未经会计师事 务所审计。公司已就业绩预告有关重大事项与会计师事务所进行预沟通，公 司与会计师事务所在本报告期的业绩预告方面不存在分歧。 三、业绩变动原因说明 1、本报告期公司产品营业收入较上期显著增长，同时成本费用控制取得 一定成效，使得公司业绩实现扭亏为盈。 2、本报告期公司转让海南波莲生物有限公司部分股权，同时由于对其不 具有重大影响，根据会计准则相关规定，公司对海南波莲生物有限公司剩余 股权的会计核算方法已由长期股权投资权益法转为其他权益工具投资核算， 因股权处置和剩余股权核算方法转换产生的投资收益导致公司利润增加。 海南神农种业科技股份有限公司 2025 年度业绩预告 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、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2、业绩预告情况：预计净利润为正值且属于扭亏为盈情形 （1）以区间数进行业绩预告的 二、与会计师事务所沟通情况 ...

融券方面，神农种业1月22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%。 1月22日，神农种业涨3.20%，成交额7.85亿元。两融数据显示，当日神农种业获融资买入额7 ...

Core Viewpoint - The planting industry sector experienced a decline of 0.83% on January 20, with Shennong Seed Industry leading the drop [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] - The planting industry sector saw a net outflow of 346 million yuan from main funds, while retail investors contributed a net inflow of 287 million yuan [2] Group 2: Individual Stock Performance - Shennong Seed Industry (300189) closed at 6.72, down 7.82%, with a trading volume of 1.8634 million shares and a transaction value of 126.7 million yuan [2] - Qiu Le Seed Industry (920087) closed at 17.19, up 1.66%, with a trading volume of 64,300 shares and a transaction value of 110 million yuan [1] - Zhongxing Fungi Industry (002772) closed at 15.44, up 1.58%, with a trading volume of 99,400 shares and a transaction value of 151 million yuan [1] Group 3: Fund Flow Analysis - Major funds saw a net inflow in Qiu Le Seed Industry of 8.296 million yuan, while retail investors had a net inflow of 264,100 yuan [3] - North China Agricultural University (600598) had a net outflow of 11.4282 million yuan from major funds, but a net inflow of 8.2526 million yuan from retail investors [3] - The overall fund flow indicates a mixed sentiment, with retail investors showing interest despite the overall sector decline [2][3]

Market Overview - As of January 19, the Shanghai Composite Index closed at 4114.00 points, up 12.09 points, with a gain of 0.29% [1] - The Shenzhen Component Index closed at 14294.05 points, up 12.97 points, with a gain of 0.09% [1] - The ChiNext Index closed at 3337.61 points, down 23.41 points, with a decline of 0.70% [1] Stock Performance - A total of 86 A-shares had a turnover rate exceeding 20%, indicating significant trading activity [1] - Key stocks with high turnover rates included: - Kema Materials (科马材料) with a turnover rate of 62.05% and a closing price of 40.25 yuan, down 26.75% [1] - Kuntai Co. (坤泰股份) with a turnover rate of 54.99% and a closing price of 24.74 yuan, up 4.70% [1] - Sanbian Technology (三变科技) with a turnover rate of 48.63% and a closing price of 21.97 yuan, up 10.02% [1] - Nabichuan (纳百川) with a turnover rate of 44.29% and a closing price of 80.88 yuan, up 8.83% [1] - Hongxiang Co. (红相股份) with a turnover rate of 40.96% and a closing price of 17.99 yuan, up 15.17% [1] Notable Stocks - Other notable stocks with high turnover rates included: - Kangqiang Electronics (康强电子) at 40.96% turnover, closing at 23.48 yuan, up 7.46% [1] - Fangzheng Electric (方正电机) at 39.47% turnover, closing at 16.53 yuan, up 5.09% [1] - Shuangjie Electric (双杰电气) at 39.16% turnover, closing at 14.82 yuan, up 20.00% [1] - Deen Precision (德恩精工) at 39.15% turnover, closing at 24.19 yuan, up 2.76% [1] - C Zhi Xin (C至信) at 37.80% turnover, closing at 52.04 yuan, down 6.54% [1]

Group 1 - The Hainan Free Trade Zone concept rose by 3.42%, ranking fourth among concept sectors, with 27 stocks increasing, including Hainan Development which hit the daily limit, and Shennong Agricultural, Jinpan Technology, and Kangzhi Pharmaceutical showing significant gains of 9.62%, 8.43%, and 7.88% respectively [1] - The Hainan Free Trade Zone concept attracted a net inflow of 1.143 billion yuan from main funds, with 24 stocks receiving net inflows, and 9 stocks exceeding 50 million yuan in net inflow, led by Hainan Development with a net inflow of 326 million yuan [2][3] - The top stocks by net inflow ratio included Hainan Development at 16.84%, *ST Shuangcheng at 10.50%, and Shennong Agricultural at 9.85% [3] Group 2 - The top stocks in the Hainan Free Trade Zone concept included Hainan Development with a daily increase of 10.00% and a turnover rate of 13.46%, followed by Shennong Agricultural with a 9.62% increase and a turnover rate of 28.18% [4] - Other notable stocks included Hainan Airport with a 4.35% increase and a turnover rate of 2.81%, and Zhongtung High-tech with a 7.36% increase and a turnover rate of 6.22% [4][5] - The overall performance of the Hainan Free Trade Zone concept indicates strong investor interest and significant capital inflow, reflecting positive market sentiment towards the sector [2][4]

Group 1 - The core viewpoint of the news is that the Hainan Free Trade Zone concept stocks in the A-share market are performing strongly, with notable gains from companies like Hainan Development and Shennong Seed Industry [1] - Hainan Free Trade Port's closure operation reached one month on January 18, showcasing significant growth in duty-free shopping, with a total amount of 4.86 billion yuan, a year-on-year increase of 46.8% [1] - The number of shoppers reached 745,000, reflecting a 30.2% year-on-year increase, indicating a robust consumer enthusiasm in the duty-free market [1] Group 2 - Hainan Development saw a 10% increase in stock price, with a total market value of 15.7 billion yuan, but a year-to-date decline of 22.02% [2] - Shennong Seed Industry's stock rose by 8.87%, with a market capitalization of 7.414 billion yuan and a year-to-date decline of 2.69% [2] - Other companies like China Duty Free Group and Hainan Airport also experienced stock price increases, with respective gains of 6.05% and 4.35% [2]

Market Overview - The planting industry sector declined by 0.42% on January 14, with Shennong Agricultural leading the decline [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index closed at 14248.6, up 0.56% [1] Individual Stock Performance - Hualu Biological (300970) saw a price increase of 4.06%, closing at 22.53 with a trading volume of 108,000 shares and a transaction value of 236 million yuan [1] - Hainan Rubber (601118) increased by 1.18%, closing at 5.98 with a trading volume of 1,009,400 shares and a transaction value of 609 million yuan [1] - Shennong Agricultural (300189) experienced a significant decline of 3.77%, closing at 6.89 with a trading volume of 2,088,600 shares and a transaction value of 1.454 billion yuan [2] Capital Flow Analysis - The planting industry sector experienced a net outflow of 243 million yuan from main funds, while retail investors saw a net inflow of 240 million yuan [2] - Notable net inflows from retail investors were observed in stocks like Hualu Biological and Hainan Rubber, while Shennong Agricultural faced significant outflows [3]

（文章来源：证券日报） 证券日报网讯 1月13日，神农种业发布公告称，公司第八届董事会第二次会议审议通过《关于前期会计 差错更正及追溯调整的议案》。 ...

Market Overview - The planting industry sector experienced a decline of 1.18% on January 13, with Shennong Seed Industry leading the drop [1] - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1] Stock Performance - Notable gainers included: - Hualu Biological (300970) with a closing price of 21.65, up 5.61% and a trading volume of 97,300 shares [1] - Zhongxing Junye (002772) with a closing price of 15.62, up 5.33% and a trading volume of 279,500 shares [1] - Major decliners included: - Shennong Seed Industry (300189) with a closing price of 7.16, down 7.85% and a trading volume of 2,122,500 shares [2] - Nuo Puxin (002215) with a closing price of 11.08, down 2.81% and a trading volume of 248,500 shares [2] Capital Flow - The planting industry sector saw a net outflow of 206 million yuan from institutional investors, while retail investors contributed a net inflow of 207 million yuan [2] - The detailed capital flow for selected stocks showed: - Qianyin Gaoke (300087) had a net inflow of 66.38 million yuan from institutional investors [3] - Zhongxing Junye (002772) had a net inflow of 38.67 million yuan from institutional investors [3] - Shennong Seed Industry (300189) experienced a significant net outflow of 15.55 million yuan from institutional investors [2][3]