证券时报·数据宝统计，截至（7月16日）收盘，沪指报3503.78点，跌1.22点，跌幅为0.03%；深成指报 10720.81点，跌23.76点，跌幅为0.22%；创业板指报2230.19点，跌4.86点，跌幅为0.22%。个股方面， 今日73只A股换手率超过20%，其中C华新换手率达五成以上，半数筹码易主。（数据宝） 7月16日两市换手率居前个股一览 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） | 300494 | 盛天网络 | 14.89 | 26.98 | 6.28 | | --- | --- | --- | --- | --- | | 301556 | 托普云农 | 100.23 | 26.61 | 5.56 | | 300846 | 首都在线 | 20.42 | 26.20 | 0.34 | | 002562 | 兄弟科技 | 6.24 | 25.89 | -4.15 | | 003040 | 楚天龙 | 28.05 | 25.39 | -6.16 | | 920108 | 宏海科技 | 18.88 | 25.29 | 4.19 | | 000010 | ...

证券研究报告·公司深度研究·IT 服务Ⅱ 托普云农（301556） 智慧农业领军，AI+深度赋能 2025 年 06 月 20 日 买入（首次） | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 459.45 | 488.90 | 658.72 | 874.79 | 1,135.98 | | 同比（%） | 22.47 | 6.41 | 34.74 | 32.80 | 29.86 | | 归母净利润（百万元） | 115.01 | 123.46 | 164.86 | 212.13 | 271.85 | | 同比（%） | 24.09 | 7.35 | 33.53 | 28.67 | 28.15 | | EPS-最新摊薄（元/股） | 1.35 | 1.45 | 1.93 | 2.49 | 3.19 | | P/E（现价&最新摊薄） | 62.17 | 57.91 | 43.37 | 33.71 | 26.30 | [Table_ ...

证券代码：301556 证券简称：托普云农 公告编号：2025-018 浙江托普云农科技股份有限公司 关于完成工商变更登记并更换营业执照的公告 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。 浙江托普云农科技股份有限公司（以下简称"公司"）分别于 2025 年 4 月 18 日召开第四届董事会第十一次会议、2025 年 5 月 12 日召开 2024 年度股东大 会，审议通过了《关于变更注册地址、修订<公司章程>并办理工商变更登记的议 案》，具体内容详见公司于 2025 年 4 月 21 日和 2025 年 5 月 12 日在巨潮资讯网 （www.cninfo.com.cn）披露的相关公告。 近日，公司已完成注册地址的工商变更登记手续及《公司章程》备案手续， 并取得了浙江省市场监督管理局核发的《营业执照》，变更后的具体信息如下： 一、变更后的工商登记信息 1、名称：浙江托普云农科技股份有限公司 2、统一社会信用代码：9133000067387196XE 3、类型：其他股份有限公司（上市） 4、法定代表人：陈渝阳 浙江托普云农科技股份有限公司董事会 2025 年 ...

证券代码：301556 证券简称：托普云农 公告编号：2025-017 浙江托普云农科技股份有限公司 2024 年年度权益分派实施公告 2、自本次利润分配预案披露至实施期间，公司股本总额未发生变动，本次 分配总额不变。 3、本次实施的权益分派方案与 2024 年年度股东大会审议通过的利润分配预 案及其调整原则一致。 4、本次实施的分派方案距离 2024 年年度股东大会审议通过的时间未超过两 个月。 二、权益分派方案 本公司 2024 年年度权益分派方案为：以公司现有股本 8,528 万股为基数， 向全体股东每 10 股派发现金红利 5.8650 元（含税；扣税后，通过深股通持有股 份的香港市场投资者、境外机构（含 QFII、RQFII）以及持有首发前限售股的个 人和证券投资基金每 10 股派 5.2785 元；持有首发后限售股、股权激励限售股及 无限售流通股的个人股息红利税实行差别化税率征收，本公司暂不扣缴个人所得 税，待个人转让股票时，根据其持股期限计算应纳税额【注】；持有首发后限售 股、股权激励限售股及无限售流通股的证券投资基金所涉红利税，对香港投资者 持有基金份额部分按 10%征收，对内地投资者持有基金 ...

证券代码：301556 证券简称：托普云农 公告编号：2025-016 浙江托普云农科技股份有限公司 2024 年年度股东大会决议公告 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。 特别提示： 1.本次股东大会未出现否决议案的情形。 2.本次股东大会不涉及变更以往股东大会已通过的决议。 （一）会议召开的日期、时间 1、现场会议时间：2025 年 5 月 12 日（星期一）13:00 2、网络投票时间：2025 年 5 月 12 日（星期一） 通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 5 月 12 日 9:15-9:25，9:30-11:30 和 13:00-15:00；通过深圳证券交易所互联网投票系 统投票的具体时间为 2025 年 5 月 12 日 9:15-15:00。 （二）现场会议召开地点：浙江省杭州市拱墅区祥园路 88 号中国智慧信息 产业园 I 座 11 楼公司会议室。 （三）会议召集人：公司董事会 （四）会议召开方式 本次会议采取现场投票与网络投票相结合的方式召开，股东大会股权登记日 在册的公司股东有权选择现场投票、网络 ...

地址：杭州市上城区老复兴路白塔公园 B 区 2 号、15 号国浩律师楼 邮编：310008 Grandall Building, No.2＆No.15, Block B, Baita Park, Old Fuxing Road, Hangzhou, Zhejiang 310008, China 电话/Tel: (+86)(571) 8577 5888 传真/Fax: (+86)(571) 8577 5643 国浩律师（杭州）事务所 关 于 浙江托普云农科技股份有限公司 2024 年年度股东大会的 法律意见书 电子邮箱/Mail：grandallhz@grandall.com.cn 网址/Website：http://www.grandall.com.cn 二〇二五年五月 托普云农 2024 年年度股东大会法律意见书 国浩律师（杭州）事务所 国浩律师（杭州）事务所 关于浙江托普云农科技股份有限公司 2024 年年度股东大会的 法律意见书 致：浙江托普云农科技股份有限公司 国浩律师（杭州）事务所（以下简称"本所"）接受浙江托普云农科技股份有限 公司（以下简称"公司"）委托，指派律师出席公司 2024 年年度股东大 ...

Group 1 - The genetically modified (GM) concept sector declined by 1.12%, ranking among the top declines in concept sectors, with leading decliners including Fengle Seed Industry, Qianyuan High-Tech, and Wanxiang DeNong [1][2] - Among the GM concept stocks, only four experienced price increases, with Ba Tian Co., Qian Qian Bio, and Top Cloud Agriculture rising by 2.16%, 1.92%, and 1.85% respectively [1][2] - The GM concept sector saw a net outflow of 123 million yuan from main funds today, with 11 stocks experiencing net outflows, and six stocks seeing outflows exceeding 10 million yuan [2] Group 2 - The stock with the highest net outflow was Qianyuan High-Tech, with a net outflow of 28.98 million yuan, followed by Fengle Seed Industry, Dabeinong, and Shennong Seed Industry with net outflows of 25.65 million yuan, 22.57 million yuan, and 18.05 million yuan respectively [2][3] - The stocks with the highest net inflows included Top Cloud Agriculture, Longping High-Tech, and Ba Tian Co., with net inflows of 7.65 million yuan, 7.01 million yuan, and 2.32 million yuan respectively [3]

Core Viewpoint - The company is positioned to benefit from national agricultural modernization policies and high-standard farmland construction initiatives, which present significant growth opportunities in the smart agriculture sector [1][2]. Group 1: Policy and Market Opportunities - The national strategy emphasizes agricultural modernization and aims to enhance comprehensive agricultural production capacity and ensure food security, creating numerous market opportunities for the company [1]. - By 2030, the goal is to establish 1.35 billion acres of high-standard farmland, with a vision to convert all eligible permanent basic farmland into high-standard farmland by 2035, indicating a substantial demand for smart agriculture technologies and products [1]. Group 2: Technological and Operational Advantages - The company has a strong advantage in technology research and development, focusing on cutting-edge technologies such as intelligent perception, machine vision, AI algorithms, and agricultural big data [2]. - It has developed an integrated data collection system to monitor agricultural conditions and provides decision support through proprietary algorithm models, showcasing its capability in project implementation [2]. - The company is committed to increasing R&D investment, optimizing existing products and services, and launching new technologies and products that align with market needs [2]. Group 3: Strategic Initiatives and Industry Leadership - To capitalize on policy-driven growth opportunities, the company is actively expanding its market presence and strengthening collaborations with government agencies, enterprises, and agricultural companies across various regions [2]. - The company aims to leverage its industry influence to participate in the formulation of relevant industry standards, thereby guiding the direction of industry development [2].

Group 1: Company Overview and Financial Performance - The company achieved a revenue of ¥488,895,664.04 in 2024, representing a year-on-year growth of 6.41% [3] - Revenue from smart agriculture projects was ¥294,038,781.66, with a year-on-year increase of 8.86% [3] - Revenue from smart hardware devices reached ¥189,699,958.05, growing by 4.56% year-on-year [3] - The company's asset-liability ratio is 21.07%, indicating a stable financial condition [3] Group 2: Strategic Initiatives and Market Expansion - The company plans to deepen its market presence across various regions and enhance brand influence [3] - It aims to leverage the national strategy for agricultural modernization, which includes building 1.35 billion mu of high-standard farmland by 2030 [4] - The company is committed to increasing R&D investments and optimizing existing products to meet market demands [5] Group 3: Technological Advancements and Innovations - The company is focusing on integrating AI and agricultural technologies, developing a comprehensive system that includes perception, decision-making, and execution [2] - It is actively developing smart agricultural robots, such as the "Crop Guardian" AR glasses and the "Field Scout" quadruped robot [6] - The company utilizes IoT and big data technologies to enhance agricultural production efficiency and provide tailored solutions for small and medium-sized farmers [7] Group 4: Competitive Advantages and Industry Position - The company stands out in the fragmented smart agriculture market by offering a comprehensive range of products and services [6] - It emphasizes technology innovation and resource integration to maintain a competitive edge in the industry [6] - The company aims to lead industry standards and drive sector growth through its extensive experience and product offerings [5]

Investment Rating - The report assigns a "Recommended" rating to the company, indicating a potential upside of over 15% relative to the benchmark index [5][11]. Core Insights - The company has demonstrated steady revenue growth, with 2024 revenue reaching 489 million yuan, a year-on-year increase of 6.41%, and a net profit of 123 million yuan, up 7.4% [1]. - In Q1 2025, the company reported revenue of 80.26 million yuan, reflecting a significant year-on-year growth of 21.04%, and a net profit of 5.13 million yuan, up 10.64% [1]. - The company is focusing on the integration of AI and robotics in agriculture, positioning itself as a leader in the "AI + Agriculture" sector, which is expected to benefit from favorable policies promoting smart agriculture [3][4]. Summary by Sections Revenue and Profitability - In 2024, the company's revenue from smart agriculture projects was 294 million yuan, a growth of 8.86%, while revenue from smart hardware reached 190 million yuan, growing by 4.56% [2]. - The company’s R&D investment in 2024 was 50 million yuan, an increase of 2.47%, focusing on advanced technologies such as AI and agricultural robotics [2]. Future Projections - Revenue forecasts for 2025 to 2027 are projected at 614 million yuan, 793 million yuan, and 1.04 billion yuan, respectively, with corresponding growth rates of 25.7%, 29.1%, and 31.2% [4]. - The expected earnings per share (EPS) for 2025, 2026, and 2027 are 1.83 yuan, 2.43 yuan, and 3.24 yuan, respectively, with price-to-earnings (PE) ratios decreasing from 48X in 2025 to 27X in 2027 [4]. Market Position and Strategy - The company is establishing stable partnerships with local governments and enterprises, positioning itself to benefit from the central government's focus on "new agricultural productivity" as outlined in the 2025 Central Document No. 1 [3]. - The integration of various core technologies enables the company to develop products that enhance the digitalization and automation of the agricultural lifecycle, from planting to harvesting [2].