证券代码：301058 证券简称：中粮科工 公告编号：2025-048 中粮科工股份有限公司 关于使用部分暂时闲置募集资金进行现金管理的进展公告 本公司及董事会全体成员保证本公告信息披露内容的真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 中粮科工股份有限公司（以下简称"公司"）于 2025 年 4 月 25 日召开第三届 董事会第三次会议和第三届监事会第二次会议，并于 2025 年 5 月 16 日召开 2024 年度股东会，审议通过了《关于继续使用部分闲置募集资金进行现金管理的议案》， 同意公司在确保不影响募集资金投资计划正常实施和募集资金安全的情况下，使 用不超过人民币 16,578.40 万元（含本数）的闲置募集资金进行现金管理，使用 期限自股东会审议通过之日起 12 个月内有效。在前述额度及决议有效期内，可 循环滚动使用。投资产品到期后资金将及时归还至募集资金专用账户。公司保荐 机构出具了无异议的核查意见。具体内容详见公司 2025 年 4 月 26 日在巨潮资讯 网（www.cninfo.com.cn）披露的《关于继续使用部分闲置募集资金进行现金管理 的公告》（公告编号：2025-034 ...

证券代码：301058 证券简称：中粮科工 公告编号：2025-047 中粮科工股份有限公司 关于持股 5%以上股东及其一致行动人权益变动触及 1%整 数倍的公告 持股 5%以上股东共青城盛良投资管理合伙企业（有限合伙）及其一致行动人 共青城盛良一豪投资合伙企业（有限合伙）、共青城盛良二豪投资合伙企业（有 限合伙）、共青城盛良三豪投资合伙企业（有限合伙）和共青城盛良四豪投资合 伙企业（有限合伙）保证向本公司提供的信息内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 中粮科工股份有限公司（以下简称"公司"）于 2025 年 7 月 23 日收到持股 5% 以上股东共青城盛良投资管理合伙企业（有限合伙）（以下简称"盛良投资"）及 其一致行动人共青城盛良一豪投资合伙企业（有限合伙）（以下简称"盛良一豪"）、 共青城盛良二豪投资合伙企业（有限合伙）（以下简称"盛良二豪"）、共青城盛 良三豪投资合伙企业（有限合伙）（以下简称"盛良三豪"）和共青城盛良四豪投 资合伙企业（有限合伙）（以下简称"盛良四豪"）出具的告知函，获悉其在 2025 年 ...

证券代码：301058 证券简称：中粮科工 公告编号：2025-046 中粮科工股份有限公司 关于全资子公司开立募集资金专户并签订四方监管协议的 公告 一、募集资金基本情况 经中国证券监督管理委员会《关于同意中粮工程科技股份有限公司首次公开 发行股票注册的批复》（证监许可〔2021〕2060 号）核准（自 2022 年 9 月 21 日 起，公司全称由"中粮工程科技股份有限公司"变更为"中粮科工股份有限公司"）， 公司公开发行人民币普通股（A 股）股票 101,960,000.00 股，每股面值 1 元，每 股发行价格为人民币 3.55 元，募集资金总额为 361,958,000.00 元，扣除发行费用 53,101,729.34 元，募集资金净额为 308,856,270.66 元。上述募集资金到位情况已 经信永中和会计师事务所（特殊普通合伙）于 2021 年 9 月 6 日出具的 1 "XYZH/2021QDAA20190"号《验资报告》予以验证。后因发行费用发票的尾 差，实际相关发行费用较之前预计金额增加 0.01 元，募集资金净额实际为 308,856,270.65 元。 本公司及董事会全体成员保证信 ...

证券代码：301058 证券简称：中粮科工 公告编号：2025-045 中粮科工股份有限公司 关于持股 5%以上股东及其一致行动人权益变动触及 5%整 数倍暨披露简式权益变动报告书的提示性公告 本公司持股 5%以上股东共青城盛良投资管理合伙企业（有限合伙）及其一致 行动人共青城盛良一豪投资合伙企业（有限合伙）、共青城盛良二豪投资合伙企 业（有限合伙）、共青城盛良三豪投资合伙企业（有限合伙）和共青城盛良四豪 投资合伙企业（有限合伙）保证向本公司提供的信息内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 公司于近日收到持股 5%以上股东盛良投资及其一致行动人盛良一豪、盛良 二豪、盛良三豪和盛良四豪出具的《简式权益变动报告书》，现将有关情况公告 如下： - 1 - 一、本次权益变动的具体情况 盛良投资及其一致行动人盛良一豪、盛良二豪、盛良三豪和盛良四豪于 2025 年 6 月 16 日通过集中竞价的方式累计减持公司无限售流通股 531,800 股，占公 司总股本的 0.1038%，具体情况如下表： 特别提示： 1.本次权益变动为中粮科工 ...

中粮科工股份有限公司 简式权益变动报告书 上市公司名称：中粮科工股份有限公司 信息披露义务人声明 上市地点：深圳证券交易所 股票简称：中粮科工 股票代码：301058 信息披露义务人：共青城盛良投资管理合伙企业（有限合伙） 住所：江西省九江市共青城私募基金园区409-53 通讯地址：江苏省无锡市滨湖区惠河路186号 一致行动人（一）：共青城盛良一豪投资合伙企业（有限合伙） 住所：江西省九江市共青城市基金小镇内 通讯地址：江苏省无锡市滨湖区惠河路186号 一致行动人（二）：共青城盛良二豪投资合伙企业（有限合伙） 住所：江西省九江市共青城市基金小镇内 通讯地址：江苏省无锡市滨湖区惠河路186号 一致行动人（三）：共青城盛良三豪投资合伙企业（有限合伙） 住所：江西省九江市共青城市基金小镇内 通讯地址：江苏省无锡市滨湖区惠河路186号 一致行动人（四）：共青城盛良四豪投资合伙企业（有限合伙） 住所：江西省九江市共青城市基金小镇内 通讯地址：江苏省无锡市滨湖区惠河路186号 权益变动性质：股份数量减少（信息披露义务人及其一致行动人合计持股比例 触及5%的整数倍） 签署日期：2025年6月16日 一、本报告书系依据《中华 ...

Group 1 - The grain concept sector rose by 1.30%, ranking 9th among concept sectors, with 23 stocks increasing in value, including Qiu Le Seed Industry, Kang Nong Seed Industry, and Shen Nong Seed Industry, which rose by 11.99%, 10.91%, and 8.29% respectively [1] - The top gainers in the grain concept sector included Jinhe Biological, with a net inflow of 67.34 million yuan, followed by Denghai Seed Industry, Longping High-Tech, and COFCO Technology, with net inflows of 38.17 million yuan, 36.26 million yuan, and 35.14 million yuan respectively [2][3] - The main capital inflow ratios were led by Denghai Seed Industry, Jingliang Holdings, and Jinhe Biological, with net inflow rates of 13.59%, 12.33%, and 8.93% respectively [3] Group 2 - The grain concept sector saw a net inflow of 189 million yuan, with 22 stocks receiving net inflows, and 6 stocks exceeding 30 million yuan in net inflow [2] - The stocks with the highest trading turnover included Jinhe Biological at 15.46%, Denghai Seed Industry at 3.15%, and Longping High-Tech at 3.10% [3][4] - The overall performance of the grain concept sector was positive, with several stocks showing significant gains, while some stocks like Weiwei Co., Lianhua Holdings, and Luoping Zinc Electric experienced declines of 2.92%, 2.06%, and 1.89% respectively [1][5]

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company is expected to benefit from the gradual establishment of key cold chain logistics bases, which will enhance the focus on its cold chain engineering business [5][7] - The company has a strong positioning advantage in the grain storage and cold chain sectors, with projected net profits for 2025-2027 being CNY 282 million, CNY 357 million, and CNY 440 million respectively [7][8] Financial Summary - Closing price as of June 9, 2025, is CNY 11.08 [4] - Total market capitalization is CNY 5,676 million [4] - Revenue projections for 2023 to 2027 are CNY 2,414 million, CNY 2,652 million, CNY 3,234 million, CNY 3,975 million, and CNY 4,916 million, with growth rates of -10.51%, 9.84%, 21.95%, 22.89%, and 23.69% respectively [6][8] - Net profit attributable to shareholders is projected to grow from CNY 218 million in 2023 to CNY 440 million in 2027, with growth rates of 29.03%, 7.34%, 20.67%, 26.65%, and 23.17% respectively [6][8] - The company’s return on equity (ROE) is expected to increase from 10.97% in 2023 to 15.94% in 2027 [6][8] - The price-to-earnings (P/E) ratio is projected to decrease from 26.07 in 2023 to 12.90 in 2027 [6][8]

证券代码：301058 证券简称：中粮科工 公告编号：2025-044 中粮科工股份有限公司 2024 年年度权益分派实施公告 本公司及董事会全体成员保证本公告信息披露内容的真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 中粮科工股份有限公司（以下简称"公司"）2024 年年度权益分派方案已 获 2025 年 5 月 16 日召开的 2024 年度股东会审议通过，现将权益分派事宜公告 如下： 一、股东会审议通过利润分配方案的情况 1.公司 2024 年度股东会审议通过的利润分配方案为：以 2024 年 12 月 31 日 公司总股本 512,274,245.00 股为基数，向全体股东每 10 股派发现金红利 1.50 元 （含税），合计派发现金股利 76,841,136.75 元（含税），剩余未分配利润结转 以后年度分配。本次分配，不送红股，不以公积金转增股本。如公司在实施权益 分派的股权登记日前公司总股本发生变动，将按照现金分红总额不变的原则对分 配比例进行相应调整。 2.自分配方案披露至实施期间，公司股本总额未发生变化。 3.本次实施的分配方案与 2024 年度股东会审议通过的分配方案及其调整原 ...

Core Insights - The grain processing industry is a significant part of agricultural product processing, enhancing the added value of grains and meeting consumer demand for diverse and high-quality food products [1][15][16] - The industry has seen a compound annual growth rate (CAGR) of 4.15%, with revenue projected to grow from 8.8 trillion yuan in 2019 to 10.8 trillion yuan by 2024 [16] - Government policies, including financial subsidies and tax incentives, have provided strong support for the development of the grain processing industry [6][15] Industry Overview - Grain processing involves converting raw grains into semi-finished and finished products, playing a crucial role in the food supply chain [3][10] - The industry includes various processes such as rice milling, wheat flour production, and oil extraction, contributing to improved food quality and reduced waste [4][10] Market Dynamics - The demand for grain processing products has diversified and increased in quality due to rising living standards and changing consumer preferences [1][8] - The market is characterized by competition among large grain processing enterprises, local companies, and foreign firms, each leveraging different strengths [20][21] Financial Performance - The revenue of the grain processing industry is expected to reach approximately 2.6 trillion yuan in the first quarter of 2025 [16] - The scale of major agricultural processing enterprises is projected to reach 18 trillion yuan in 2024, reflecting a year-on-year increase of 2.21% [14] Technological Advancements - Significant progress in technological innovation and equipment upgrades has been made, with the adoption of smart production lines and automated control systems enhancing efficiency and product quality [1][15][25] - Future trends indicate a focus on smart upgrades and the integration of IoT, big data, and AI technologies to improve operational efficiency [25][26] Consumer Trends - Rising disposable income and consumer spending have driven demand for high-quality grain processing products, with expectations for continued growth in this area [8][12] - The industry is responding to increasing consumer demands for health, nutrition, and taste by diversifying product offerings and enhancing quality [28]

Investment Rating - The industry rating is "Outperform the Market" (maintained rating) [5] Core Viewpoints - Infrastructure investment continues to show high growth, with significant increases in water, electricity, fuel, and thermal investments, as well as water conservancy investments, which have seen year-on-year growth rates of +25.5% and +30.7% respectively in the first four months of 2025 [1][2] - The issuance of special bonds has accelerated, with a cumulative increase of 1,190.4 billion yuan in special bonds in the first four months of 2025, an increase of 467.9 billion yuan year-on-year, leading to optimism about the conversion of physical workload in infrastructure [1] - The report emphasizes the cyclical investment opportunities in coal chemical industries and suggests paying attention to the transformation opportunities of certain small and medium-sized construction companies [1] Summary by Sections Real Estate and Construction Data - From January to April 2025, real estate sales area decreased by 2.8% year-on-year, with new construction area down by 23.8% and construction area down by 9.7% [2] - In the same period, the completion area saw a year-on-year decline of 16.9% [2] Cement Industry - Cement production in the first four months of 2025 was 495 million tons, a decrease of 2.8% year-on-year, with April's production down by 5.3% [3] - The average cement shipment rate was 36%, remaining stable year-on-year, but the price pressure continues due to weak market demand [3] Glass Industry - Flat glass production from January to April 2025 was 31.86 million weight boxes, down 4.8% year-on-year, with April's production also declining [4] - The market demand for float glass was weak, leading to increased inventory levels among producers [4]