公司发布的一季报数据显示，一季度公司共实现营业收入8025.90万元，同比增长21.04%，实现净利润 513.18万元，同比增长10.64%，基本每股收益为0.0600元，加权平均净资产收益率0.54%。（数据宝） （文章来源：证券时报网） 托普云农8月4日披露，截至7月31日公司股东户数为6685户，较上期（7月20日）减少1766户，环比降幅 为20.90%。这已是该公司股东户数连续第3期下降。 证券时报·数据宝统计，截至发稿，托普云农最新股价为118.00元，下跌0.48%，本期筹码集中以来股价 累计上涨7.27%。具体到各交易日，5次上涨，6次下跌。 ...

金融界消息 截至2025年7月31日收盘，托普云农（301556）报收于121.11元，上涨4.17%，换手率 14.13%，成交量2.73万手，成交金额3.32亿元。 资金流向方面，今日主力资金净流入1752.04万元，占比成交额5.27%。其中，超大单净流入1529.38万 元、占成交额4.6%，大单净流入222.66万元、占成交额0.67%，中单净流出流出24.56万元、占成交额 0.07%，小单净流出1727.48万元、占成交额5.2%。 托普云农最新一期业绩显示，截至2025一季报，公司营业总收入8025.90万元、同比增长21.04%，归属 净利润513.18万元，同比增长10.64%，扣非净利润463.14万元，同比增长17.79%，流动比率3.740、速动 比率3.464、资产负债率17.36%。 天眼查商业履历信息显示，浙江托普云农科技股份有限公司，成立于2008年，位于杭州市，是一家以从 事仪器仪表制造业为主的企业。企业注册资本8528万人民币，实缴资本6396万人民币。公司法定代表人 为陈渝阳。 通过天眼查大数据分析，浙江托普云农科技股份有限公司共对外投资了8家企业，参与招投标项目250 ...

Group 1 - The core viewpoint of the news is that Zhejiang Topcloud Agricultural Technology Co., Ltd. plans to invest 20 million yuan to establish a wholly-owned subsidiary focused on artificial intelligence technology, which aligns with its business development strategy and aims to enhance its competitive edge [1] - The new subsidiary, Zhejiang Jiyuan Artificial Intelligence Technology Co., Ltd., will engage in AI application software development, algorithm software development, public data platforms, and digital technology services [1] - The establishment of the subsidiary is seen as a strategic move to overcome key technological bottlenecks in algorithm development and data platform construction, facilitating deeper integration of AI technology with agricultural scenarios [1][2] Group 2 - Topcloud Agricultural specializes in smart agriculture, utilizing IoT, AI, and big data to provide comprehensive solutions for government departments, enterprises, and research institutions in the agricultural sector [2] - The company aims to integrate AI capabilities with its products and solutions, developing three core systems: an integrated perception monitoring system, a decision-making system based on model algorithms, and an execution system centered on smart agricultural machinery [2] - The focus is on addressing bottlenecks in information perception, intelligent decision-making, and precision operations, significantly enhancing the digitalization and intelligence levels of agriculture [2]

Group 1 - The core point of the news is that Zhejiang Topcloud Agricultural Technology Co., Ltd. plans to invest 20 million yuan to establish a wholly-owned subsidiary focused on artificial intelligence technology, which will enhance its core technology and product offerings in the smart agriculture sector [1] - The new subsidiary, Zhejiang Jiyuan Artificial Intelligence Technology Co., Ltd., will focus on AI application software development, algorithm software development, and digital technology services, aligning with the company's strategic development plan [1] - The establishment of the subsidiary is expected to help the company overcome key technical bottlenecks in algorithm development and data platform construction, thereby accelerating the integration of AI technology with agricultural scenarios [1][2] Group 2 - The company specializes in smart agriculture, utilizing IoT, AI, and big data to provide comprehensive solutions for data collection, analysis, and management in the agricultural sector [2] - Recent government policies emphasize the importance of agricultural technology innovation and support the development of smart agriculture, which aligns with the company's focus on integrating AI capabilities into its products and solutions [2] - The company aims to develop an AI-driven integrated system comprising perception monitoring, decision-making, and execution systems to enhance agricultural digitalization and modernization [2] Group 3 - The smart agriculture market is becoming increasingly competitive, with traditional agricultural enterprises transitioning to smart agriculture and tech companies entering the market with innovative solutions [3] - The future of the smart agriculture industry is expected to trend towards greater intelligence, precision, and integration, driven by advancements in AI and 5G technologies [3] - Innovations such as unmanned farms and smart agricultural robots are anticipated to see wider application as the industry evolves [3]

Group 1 - Anhui Construction won a joint bid for the Chongqing Rongchang to Sichuan Zigong expressway project, with a total estimated investment of 3.614 billion yuan and a construction period of 3 years [1] - Hongfa Co. reported a net profit of 964 million yuan for the first half of 2025, a year-on-year increase of 14.19%, with revenue of 8.347 billion yuan, up 15.43% [1][2] - Lujiazui's net profit for the first half of 2025 was 815 million yuan, a decrease of 7.87%, despite a revenue increase of 33.91% to 6.598 billion yuan [3] - Enhua Pharmaceutical achieved a net profit of 700 million yuan, up 11.38%, with revenue of 3.010 billion yuan, an increase of 8.93% [4][5] - China CNR signed several major contracts totaling approximately 32.92 billion yuan, covering various sectors including urban rail vehicles and wind power equipment [6] - WanTong Intelligent signed an exclusive sales and cooperation agreement in the embodied intelligence field, gaining global sales rights for specific chip-based products [7][8] Group 2 - Liansheng Technology's subsidiary received a government subsidy of 13.5 million yuan, accounting for 12.24% of the company's latest audited net profit [9] - Guobang Pharmaceutical reported a net profit of 456 million yuan, a year-on-year increase of 12.60%, with revenue of 3.026 billion yuan, up 4.63% [10] - Baotai expects a net loss of 110 to 140 million yuan for the first half of 2025, a reduction in loss compared to the previous year [11] - Sains expects a net profit decrease of 57.53% to 60.13%, with projected revenue growth of 15.17% to 23.59% [12] - Nanya New Materials anticipates a net profit of 80 to 95 million yuan for the first half of 2025, an increase compared to the previous year [13] - Tian Pharmaceutical's subsidiary passed the consistency evaluation for a peritoneal dialysis solution [14] Group 3 - Shede Liquor announced the resignation of director Ni Qiang due to work reasons [15] - Greentown Water plans to transfer assets and liabilities of its ASEAN subsidiary to improve resource allocation [16] - Beibu Gulf Port's subsidiary signed an associated transaction contract worth 11.199 million yuan [17] - Beibu Gulf Port announced multiple resignations of directors and executives [18] - Jidian Co. reported the resignation of its deputy general manager due to work changes [19] - Wanhua Chemical's industrial park in Fujian resumed production after maintenance [20] Group 4 - Shanghai Pharmaceuticals received approval for a clinical trial of a new indication for its B019 injection [21] - Jianbang Co. reported a net profit of 69.66 million yuan, a decrease of 27.72%, with revenue of 307 million yuan, down 15.37% [23] - Jianbang Co. plans to use up to 400 million yuan of idle funds for cash management [25] - Wanfu Bio's subsidiary obtained multiple medical device registrations [28] - Hunan Tianyan announced a change in its controlling shareholder to China Chang'an Automobile Group [29][30] - Xizhuang Co. plans to establish a joint venture for sustainable aviation fuel [32]

Major Events - The actual controller, chairman, and CEO of Juran Smart Home, Wang Linpeng, passed away on July 27, 2025. He held a total of 43.93% of the company's shares. The board has appointed Wang Ning as the acting chairman and CEO [3] - Shennong Group has decided to terminate its plan for a specific stock issuance for 2024 due to changes in market conditions and will withdraw its application [5] - Xizhuang Co. plans to establish a joint venture to engage in sustainable aviation fuel-related business with a registered capital of 5 million yuan, where Xizhuang will contribute 1.1 million yuan [6] - Shandong Gold's subsidiary, Shanjin International, intends to issue H-shares and apply for listing on the Hong Kong Stock Exchange [7] - Luopusi Co. plans to acquire a 38.38% stake in Wuhan Senfurui Technology Co. for 8.82 million yuan [8] - Hengxin Life plans to invest no more than 505 million yuan to build a biodegradable product production base in Hefei, Anhui Province [9] - Hetai Machinery announced it has not participated in the Yaxi project construction, which is still in the early stages [10] - Kaishan Co. plans to acquire a 5% stake in SMGP for 3 million USD, resulting in full ownership of the company [11] - Ruian New Materials intends to terminate its raw material project due to uncertainties in the second phase of construction [12] - Zhonghua Equipment plans to purchase 100% equity of Yiyang Rubber Machine and Beihua Machine, with stock resuming trading on July 29, 2025 [13] - Huizhou Intelligent announced that a board member has resigned due to being identified as a dishonest executor [14] - Xuefeng Technology plans to acquire a 51% stake in Shengshi Putian for 154 million yuan [15][16] - Top Cloud Agriculture intends to establish a wholly-owned subsidiary focused on artificial intelligence technology with an investment of 20 million yuan [17] - Shiming Technology's actual controller is under detention, but it does not affect the company [18] - Dahua Intelligent is under investigation by the CSRC for suspected information disclosure violations [19] - Dalian Shengya plans to change its controlling shareholder and will resume trading on July 29, 2025 [20] - Fashilong has signed a share transfer agreement and will resume trading on July 29, 2025 [21] - Guangku Technology plans to acquire control of Anjie Xun, with trading suspended from July 29, 2025 [22] - Tianyi Co. has been selected as a candidate for a procurement project by China Mobile [23] - Zhongtung High-tech's subsidiary plans to implement a 1.4 billion drill bit intelligent manufacturing project with an investment of 178 million yuan [24] Performance Overview - WuXi AppTec reported a net profit of 8.561 billion yuan for the first half of 2025, a year-on-year increase of 101.92% [25] - Sujiao Science and Technology's net profit decreased by 39.54% year-on-year, with a revenue of 1.776 billion yuan [26] - Aide Biology achieved a net profit of 189 million yuan, up 31.41% year-on-year [27] - Huicheng Environmental's net profit dropped by 85.63% year-on-year, with a revenue of 564 million yuan [28] - Haida Group reported a net profit of 2.639 billion yuan, a year-on-year increase of 24.16% [30] Major Contracts - Weiye Co. won a construction project worth approximately 522 million yuan [31] - Fosun Pharma's subsidiary signed a licensing agreement for a drug targeting Alzheimer's disease [32] - Huafeng Aluminum plans to sign a raw material purchase contract with Yulin New Materials, with an estimated total amount exceeding 7.2 billion yuan [33] Shareholding Changes - Suneng Co. plans to reduce its stake by up to 1% [34] - Shengyang Technology's shareholder plans to reduce its stake by up to 1% [35] - Jingquan Hua's shareholder plans to reduce its stake by up to 1% [36] - Tigermed plans to reduce its stake by up to 3% [38] Financing Activities - Huhua Co. plans to raise no more than 586 million yuan through a private placement for various projects [39]

根据《深圳证券交易所创业板股票上市规则》及《公司章程》等相关规定， 本次对外投资事项在公司董事会审批权限范围内，无需提交公司股东大会审议。 本次对外投资不涉及关联交易，不构成《上市公司重大资产重组管理办法》规定 的重大资产重组。 二、投资标的的基本情况（以市场监督管理部门的最终登记为准） 1、企业名称：浙江稷元人工智能科技有限公司 证券代码：301556 证券简称：托普云农 公告编号：2025-019 浙江托普云农科技股份有限公司 关于对外投资设立全资子公司的公告 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。 一、对外投资概述 浙江托普云农科技股份有限公司（以下简称"公司"）于 2025 年 7 月 28 日召开了第四届董事会第十二次会议，审议通过了《关于对外投资设立全资子公 司的议案》。根据公司业务发展规划及完善公司战略布局，公司拟使用自有资金 2,000 万元对外投资设立全资子公司浙江稷元人工智能科技有限公司（暂定名， 以市场监督管理部门的最终登记为准），同时授权公司经营管理层在董事会批准 的额度内根据项目开展情况决定资金投入的方式及进度、办理相关手续等 ...

浙江托普云农科技股份有限公司（以下简称"公司"）第四届董事会第十二 次会议于 2025 年 7 月 28 日在公司会议室以现场及通讯结合的方式召开，会议通 知已于 2025 年 7 月 21 日以书面文件、电子邮件、微信、专人送达等方式送达全 体董事。本次会议应出席董事 7 名，实际出席董事 7 名。本次会议由董事长陈渝 阳先生主持。公司高级管理人员列席本次会议。本次会议的召开符合《中华人民 共和国公司法》等有关法律法规、规范性文件和《公司章程》的规定，程序合法。 二、董事会会议审议情况 经与会董事认真讨论，审议并通过了《关于对外投资设立全资子公司的议案》： 为丰富核心技术和产品、持续提升技术实力，提升公司整体竞争力，公司拟 使用自有资金 2,000 万元，对外投资设立全资子公司浙江稷元人工智能科技有限 公司（暂定名，以市场监督管理部门的最终登记为准），注册资本 2,000 万元人 民币，公司认缴 100%出资额。同时提请董事会授权公司董事长或其授权人员代 表公司签署相关协议，并处理相关的一切事宜。本次交易不构成关联交易，不构 成《上市公司重大资产重组管理办法》规定的重大资产重组，无需提交股东大会 审议。 证 ...

Core Viewpoint - The company, Top Cloud Agriculture (301556), has announced the establishment of a wholly-owned subsidiary, Zhejiang Jiyuan Artificial Intelligence Technology Co., Ltd., with an investment of 20 million yuan, aimed at enhancing its core technology and product offerings [1] Investment Details - The investment will utilize the company's own funds amounting to 20 million yuan to set up the subsidiary [1] - The registered capital of the new company will be 20 million yuan, fully funded by the company's cash reserves [1] - This investment does not involve related party transactions and does not constitute a major asset restructuring, thus does not require shareholder meeting approval [1] Strategic Importance - Establishing the wholly-owned subsidiary is a significant step for the company to enrich its core technology and products [1] - The move is aligned with the company's business development plan and is expected to enhance overall competitiveness [1]

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]