Core Insights - Zhejiang Top Yunong Technology Co., Ltd. has been recognized as one of the top "leading" digital businesses in Zhejiang, showcasing its advancements in smart agriculture through integrated observation networks and AI algorithms [1][2] - The smart agriculture market in China is projected to grow from 105 billion yuan in 2024 to 120 billion yuan in 2025, driven by government policies emphasizing the development of "new agricultural productivity" [1][2] - The company reported a revenue of 250 million yuan for the first half of 2025, a 17.46% increase year-on-year, with smart agriculture projects contributing significantly to this growth [2] Company Developments - Top Yunong has established a comprehensive service capability in smart agriculture, transforming static agricultural data into dynamic industry drivers through a "data collection - intelligent analysis - agricultural application" model [2] - The company has made significant technological advancements, including the development of AI algorithms for soil moisture analysis, crop growth assessment, and pest monitoring, as well as the introduction of smart agricultural robots [3] - The company received high praise from the FAO for its technological innovations in smart agriculture, indicating international recognition of its capabilities [3] Industry Trends - The integration of big data and AI is expected to enhance agricultural decision-making, improving the accuracy of pest warnings and yield predictions [4] - The application of blockchain technology will strengthen the traceability of agricultural products, enhancing consumer trust in food safety [4] - As AI and IoT technologies continue to merge with agricultural production, Top Yunong is positioned to leverage its core technological advantages and comprehensive service capabilities to lead in the smart agriculture sector [4]

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 2025 年第二次临时股东会的 法律意见书 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 电子邮箱/Mail：grandallhz@grandall.com.cn 网址/Website：http://www.grandall.com.cn 二〇二五年十月 国浩律师（杭州）事务所 托普云农 2025 年第二次临时股东会法律意见书 公司已向本所承诺，公司所提供的文件和所作陈述及说明是完整、真实和有效 的，有关原件及其上面的签字和印章是真实的，且一切足以影响本法律意见书的事 实和文件均已向本所披露，无任何隐瞒、疏漏之处。 本所律师仅根据本法律意见书出具日以前发生或存在的事实及有关法律、行政 1 ...

证券代码：301556 证券简称：托普云农 公告编号：2025-043 浙江托普云农科技股份有限公司 2025 年第二次临时股东会决议公告 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.本次股东会未出现否决议案的情形。 2.本次股东会不涉及变更以往股东会已通过的决议。 一、会议的召开情况 （一）会议召开的日期、时间 1、现场会议时间：2025 年 10 月 14 日（星期二）10:00 2、网络投票时间：2025 年 10 月 14 日（星期二） 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 10 月 14 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 10 月 14 日 9:15-15:00。 出席本次股东会现场会议和参加网络投票的股东及股东授权代表共计 103 名，代表公司有表决权股份 59,505,768 股，占公司有表决权股份总数的 69.7769%。 其中：通过现场出席会议的股东及股东授权代表共计 8 名，代表公司有表决 ...

Core Viewpoint - The company, Top Cloud Agriculture, is currently utilizing Alibaba Cloud services in its operations [2] Company Summary - Top Cloud Agriculture confirmed its use of Alibaba Cloud services in response to investor inquiries on October 10 [2]

Core Viewpoint - Top Cloud Agriculture has shown a mixed performance in financing activities and stockholder dynamics, with a notable increase in revenue and net profit year-on-year, indicating potential growth in the agricultural technology sector [1][2]. Financing Activities - On September 30, Top Cloud Agriculture's stock price increased by 0.23%, with a trading volume of 75.37 million yuan. The financing buy-in amount was 11.56 million yuan, while the financing repayment was 18.52 million yuan, resulting in a net financing outflow of -6.96 million yuan [1]. - As of September 30, the total balance of margin trading for Top Cloud Agriculture was 171 million yuan, with the current financing balance at 170 million yuan, accounting for 9.26% of the circulating market value [1]. Company Overview - Zhejiang Top Cloud Agriculture Technology Co., Ltd. was established on April 7, 2008, and is located in Hangzhou, Zhejiang Province. The company specializes in the research, production, sales, and service of agricultural detection instruments and agricultural IoT [1]. - The main business revenue composition includes smart agriculture projects (70.63%), smart hardware devices (27.76%), and other technical services (1.60%) [1]. Financial Performance - For the period from January to June 2025, Top Cloud Agriculture achieved an operating income of 250 million yuan, representing a year-on-year growth of 17.46%. The net profit attributable to the parent company was 52.14 million yuan, with a year-on-year increase of 10.86% [2]. - Since its A-share listing, Top Cloud Agriculture has distributed a total of 50.02 million yuan in dividends [2]. Shareholder Dynamics - As of September 10, the number of shareholders for Top Cloud Agriculture was 8,823, a decrease of 0.11% from the previous period. The average circulating shares per person increased by 0.11% to 2,193 shares [2]. - As of June 30, 2025, among the top ten circulating shareholders, Bosera Innovation Economy Mixed A ranked as the fourth largest with 264,300 shares, an increase of 11,700 shares from the previous period. New entrants included Southern CSI 1000 ETF and Huaxia CSI 1000 ETF, while some entities exited the top ten list [2].

Core Viewpoint - The report from CICC emphasizes that the implementation of the "storing grain in the ground and storing grain in technology" strategy positions smart agricultural equipment as a key driver for the "machine substitution" trend, which is entering a critical opportunity period [1] Group 1: Agricultural Security and Policy Opportunities - Smart agricultural equipment is identified as a core tool for ensuring food security, with the 2025 Central Document No. 1 listing "smart agricultural machinery and smart agriculture" as part of "new agricultural productivity" [2] - The core sectors include smart tractors and harvesters, which have significant room for technological upgrades, while agricultural drones align with China's unique agricultural characteristics [2] - The scale of China's agricultural machinery and agricultural drones is projected to be approximately 300 billion and 29 billion yuan in 2024, respectively [2] Group 2: Trends Driving "Machine Substitution" - The reduction of rural labor and rising costs, along with decreasing equipment costs, indicate that the industrialization of machine substitution is at a turning point [3] - The mechanization rate for the "management" segment of "planting, management, and harvesting" is the lowest, with estimates suggesting that plant protection drones could save over 100 billion yuan annually in pesticide costs [3] - Traditional agricultural machinery is transitioning towards larger, high-end, and intelligent models, with projected penetration rates for large horsepower, power-shifting, and smart tractors at 10.7%, 3.7%, and 3.8% in 2024 [3] - Agricultural machinery subsidy policies are shifting towards supporting superior machines, with the 2024 subsidy expected to reach a historical high of 24.6 billion yuan, reflecting a CAGR of 10% from 2020 to 2024 [3] Group 3: Leading Companies in Smart Agricultural Equipment - The landscape of smart agricultural equipment features high technological barriers, deep service moats, and strong ecological ties, with market shares for agricultural drones, smart agricultural machinery, and agricultural machinery CR3 at 88%, 71%, and 48% respectively in 2024 [4] - Key players include: - XAG, a leader in agricultural drones, with projected revenue and net profit margins of 740 million yuan and 17.5% for the first half of 2025 [4] - Topcloud, a leader in smart agriculture, with projected revenue and net profit margins of 490 million yuan and 25% for 2024 [4] - John Deere, a global leader in smart agricultural machinery, with projected revenue of 51.7 billion USD and a net profit margin of 22% for 2024 [4]

格隆汇9月26日丨托普云农(301556.SZ)公布，根据《公司法》及《公司章程》的相关规定，在符合利润 分配原则和保证公司正常经营和长远发展的前提下，公司拟定2025年半年度利润分配预案如下：公司拟 以总股本85,280,000股为基数，向全体股东每10股派送现金股利人民币2.3500元（含税），预计共派送 现金股利20,040,800.00元（含税）。本次利润分配不送红股，不进行资本公积金转增股本。 ...

每经AI快讯，托普云农（SZ 301556，收盘价：94.09元）9月26日晚间发布公告称，公司第四届第十六 次董事会会议于2025年9月26日在公司会议室以现场及通讯结合的方式召开。会议审议了《关于召开 2025年第二次临时股东会的议案》等文件。 2024年1至12月份，托普云农的营业收入构成为：智慧农业行业占比100.0%。 截至发稿，托普云农市值为80亿元。 每经头条（nbdtoutiao）——5年增长33倍，这类新险种卖爆了，身边很多人都需要，30多家险企蜂拥而 入⋯⋯ （记者 曾健辉） ...

证券代码：301556 证券简称：托普云农 公告编号：2025-042 浙江托普云农科技股份有限公司 关于召开2025年第二次临时股东会的通知 （1）现场会议时间：2025 年 10 月 14 日（星期二）10:00 （2）网络投票时间：2025 年 10 月 14 日（星期二） 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"）于 2025 年 9 月 26 日 召开的第四届董事会第十六次会议，审议通过了《关于召开 2025 年第二次临时 股东会的议案》，决定于 2025 年 10 月 14 日召开公司 2025 年第二次临时股东会。 现将会议相关事项通知如下： 一、召开会议的基本情况 1、股东会届次：2025 年第二次临时股东会 2、股东会的召集人：董事会 3、会议召开的合法、合规性：本次股东会会议的召开，符合有关法律、行 政法规、部门规章、规范性文件及《公司章程》的规定。 4、会议召开的日期、时间： 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 10 月 14 日 9:15-9:25，9: ...

一、董事会会议召开情况 浙江托普云农科技股份有限公司（以下简称"公司"）第四届董事会第十六 次会议于 2025 年 9 月 26 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 9 月 23 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》（以下简称"《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，审议并通过如下事项： 证券代码：301556 证券简称：托普云农 公告编号：2025-040 浙江托普云农科技股份有限公司 第四届董事会第十六次会议决议公告 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。 本议案尚需提交公司股东会审议。 具体内容详见公司同日披露于巨潮资讯网(www.cninfo.com.cn)的《关于召 1、审议通过《关于公司 2025 年半年度利润分配预案的议案》 经审议，董事会认为： ...