棕榈股份公告称，截至2025年12月11日，公司第二期股份回购方案实施完毕，累计回购2082.3万股，占 总股本1.15%，耗资5004.97万元，最高成交价2.58元/股，最低2.31元/股。公司曾两次调整回购方案，将 实施期限延至2026年5月4日，回购价格上限调至3.88元/股。本次回购资金源于自有资金，符合方案及 法规。回购股份50%（1041.15万股）将注销以减资，另50%用于股权激励，若三年内未使用将注销。 ...

证券代码：002431 证券简称：棕榈股份 公告编号：2025-116 棕榈生态城镇发展股份有限公司 关于股份回购比例达到 1%及实施完成暨股份变动公告 本公司及董事会全体成员保证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。 一、股份回购基本情况 棕榈生态城镇发展股份有限公司（以下简称"公司"）于 2024 年 8 月 5 日 召开 2024 年第二次临时股东大会，审议通过了《关于以集中竞价交易方式回购 公司股份方案的议案》，同意公司以自有资金通过集中竞价交易方式回购公司股 份，回购资金总额不低于人民币 5,000 万元（含）且不超过人民币 10,000 万元 （含），回购价格不超过 2.37 元/股，回购股份实施期限为自公司股东大会审议 通过本次回购股份方案之日起 12 个月内，本次回购的股份 50%用于依法注销以 减少公司注册资本，50%用于未来适宜时机实施股权激励。并同意授权公司经营 管理层具体实施本次回购股份方案。 具 体 内 容 详 见 公 司 在 《 中 国 证 券 报 》 《 证 券 时 报 》 及 巨 潮 资 讯 网 （www.cninfo.com.cn）上披露的《关 ...

Core Viewpoint - The strategic cooperation agreement between Palm Eco-Town Development Co., Ltd. and the government of Guangxin District, Shangrao City, has been officially terminated after nearly 7 years and an investment scale of 9 billion yuan [2][4]. Group 1: Project Overview - The "Shangrao Shili Zhuanxi International Eco-Tourism Resort Project" was signed in October 2017 with a total investment of approximately 9 billion yuan, aimed at creating a high-end resort integrating eco-tourism, leisure, health, and family entertainment [3][4]. - Palm Eco-Town was responsible for the overall planning, development, and operation of the project, intending to integrate resources through market-oriented operations and partnerships [3]. Group 2: Reasons for Termination - The termination of the investment agreement was influenced by multiple factors, including the overall planning of the Guangxin District government, changes in government policies, and the company's strategic investment considerations [4]. - Following the termination, the parties involved will continue to honor the obligations already fulfilled, while unfulfilled obligations will be terminated [4]. Group 3: Related Projects and Land Issues - The PPP project for the comprehensive governance of the Zhuanxi River, initiated in December 2018, has seen a total investment of 1.446 billion yuan and is currently in operation [6]. - The termination of the cooperation has raised concerns regarding the handling of 196.54 acres of commercial land originally planned for project development, with ongoing discussions for its recovery with the government [6][7]. - Specific details regarding the land recovery price and timeline have not been disclosed by the company, which has indicated that further information will be provided in future announcements [7].

棕榈生态城镇发展股份有限公司 关于公司募集资金账户部分资金解除冻结的公告 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、部分募集资金解除冻结事项 （一）部分募集资金被冻结的基本情况 因建设工程施工合同纠纷，棕榈生态城镇发展股份有限公司（以下简称"公 司"）在中国民生银行股份有限公司广州分行营业部的募集资金账户被昆明市 官渡区人民法院冻结资金 4,000,000.00 元。 具体内容详见公司于 2025 年 12 月 9 日刊登于《中国证券报》《上海证 券报》及巨潮资讯网的《关于公司募集资金账户部分资金解除冻结及新增冻结 的公告》（公告编号：2025-113）。 证券代码：002431 证券简称：棕榈股份 公告编号：2025-115 | 开户人 | 开户行 | 账户性质 | 银行账号 | 被冻结金额（元） | | --- | --- | --- | --- | --- | | 梅州市梅县区棕 沅项目投资管理 | 广州农村商业银行股份 有限公司黄陂支行 | 募集资金 专项账户 | 04801740000000 232 | 2,738.98 | | 有限公司 ...

南财智讯12月10日电，棕榈股份公告，公司在中国民生银行股份有限公司广州分行营业部的募集资金账 户因建设工程施工合同纠纷被冻结400.00万元，现已于2025年12月10日解除冻结。本次解除冻结的银行 账户为公司募集资金专用账户。合计解除冻结金额400.00万元。解除冻结原因为相关纠纷已妥善处理。 募集资金专户部分资金被冻结期间，未对公司及子公司的正常运行、经营管理造成重大影响，亦未对募 集资金投资项目产生重大不利影响。 ...

棕榈股份公告称，因建设工程施工合同纠纷，公司此前在中国民生银行广州分行营业部的募集资金账户 被冻结400万元。2025年12月10日，该笔资金已解除冻结。截至公告披露日，公司募集资金账户冻结余 额2738.98元，占募集资金净额0.0003%，占2024年度经审计净资产的0.0002%，未对公司日常经营及募 投项目产生重大不利影响。公司将跟进剩余资金解冻并及时披露。 ...

Summary of Key Points from the Conference Call on China's Food Security Industry Overview - The focus is on China's agricultural sector, specifically addressing food security and self-sufficiency amidst challenges such as limited arable land, rising protein consumption, and climate change impacts [3][15][16]. Core Insights and Arguments 1. **Progress in Food Security**: China has made significant strides in reducing import dependence, with the arable land gap decreasing from an estimated 90 million hectares to 84 million hectares, with a target of narrowing it to 5 million hectares by 2035 [4][16]. 2. **Investment Opportunities**: Eight investment themes have been identified, including seeds, advanced feed additives, fertilizers, agricultural machinery, and precision farming technologies, with 24 companies highlighted for their exposure to these sectors [4][53][61]. 3. **Self-Sufficiency Goals**: The Chinese government aims for 95% self-sufficiency in staple foods by 2035, with current projections indicating a decline from 94% in 2000 to 61% in 2024, potentially improving to 80-95% by 2035 depending on technological advancements and regulatory support [10][37][41]. 4. **Technological Integration**: The integration of biotech, big data, AI, and precision technology is transforming agricultural practices, enhancing crop yields, and improving protein conversion efficiency [17][45]. 5. **Soybean Demand Management**: Efforts to manage soybean demand have led to a reduction in consumption by 15 million tons from 2021 to 2024, which is crucial for mitigating trade risks [38][43]. Additional Important Content 1. **Government Policies**: Numerous policies have been enacted to support food security, including initiatives for seed self-reliance, land quality improvement, and precision farming [23][25]. 2. **Rural Workforce Challenges**: The rural working-age population in China has halved over the past two decades, which poses a significant challenge to agricultural productivity [29]. 3. **Climate Resilience**: The need for a more resilient food supply system is emphasized, with projections indicating that an additional 8-9% food supply will be necessary to counteract yield losses due to climate change [40]. 4. **Public Sector Investment**: China's public sector spending on agricultural R&D has reached $6.6 billion annually, significantly higher than two decades ago, indicating a strong commitment to improving agricultural efficiency [50][51]. Conclusion - The conference call highlighted China's ambitious goals for food security and self-sufficiency, the progress made in reducing import dependence, and the investment opportunities arising from technological advancements in agriculture. The challenges posed by a shrinking rural workforce and climate change were also acknowledged, underscoring the need for continued innovation and policy support in the agricultural sector [4][15][37].

来源：国金证券第5小时 新股上市：N百奥 688796.SH 中签缴款：纳百川 301667.SZ 中签缴款：优迅股份 688807.SH 新债上市：茂莱转债 118061.SH 据21世纪经济报道，闻泰科技已正式向荷兰方面指定的安世半导体股权托管人迪里克（Guido Dirick）等人发出函件，提议就安世半导体相关争议开展建 设性会谈，以期通过对话弥合分歧、寻求符合各方利益的长期解决方案。会谈的核心议题，预计将围绕恢复闻泰科技对安世半导体的合法控制权与完整股 东权益展开。 1、国务院总理李强同主要国际经济组织负责人举行"1+10"对话会。李强强调，今年中国经济顶压前行，取得新的发展成绩，我们有信心有能力完成全年 经济社会发展目标任务。中国经济将保持稳健向好势头，经济总量将再上新台阶，产业升级将创造新的发展空间，超大规模市场需求将加快释放。 2、商务部部长王文涛在京会见国际货币基金组织总裁格奥尔基耶娃。王文涛强调，中方希望国际货币基金组织就有关国际经贸热点问题开展客观研究， 愿加强双方政策沟通，携手应对挑战，为全球经济持续稳定发展贡献力量。 3、美国总统特朗普称将批准向中国出售英伟达H200人工智能芯片，外交 ...

证券代码：002431 证券简称：棕榈股份 公告编号：2025-114 棕榈生态城镇发展股份有限公司 关于累计新增诉讼、仲裁及已披露诉讼事项的进展公告 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。 由于部分企业存在资金短缺、现金流紧张的问题，为避免造成公司应收账款 产生坏账等风险，公司通过诉讼方式催收账款，从而导致自主起诉案件相应增加。 另外，考虑到建设板块工程项目建设周期普遍较长，部分项目工期时间、工程进 度受到影响，项目业主方结算手续延后，下游供应商为了回收款项也会选择通过 诉讼，要求公司先支付款项，从而导致公司被诉案件增加。 棕榈生态城镇发展股份有限公司（以下简称"公司"）于2025年9月5日对外 披露《关于累计新增诉讼、仲裁及已披露诉讼事项的进展公告》（公告编号： 2025-078），公告中披露了2025年5月24日至2025年9月2日期间，公司及合并报 表范围内控股子公司累计新增诉讼、仲裁情况，具体内容详见公司于2025年9月5 日在《中国证券报》《上海证券报》及巨潮资讯网（www.cninfo.com.cn）上披 露的公告。 2025年9月3日至 ...

Core Viewpoint - The company has decided to temporarily use RMB 190 million of idle raised funds to supplement its working capital, ensuring that this does not affect the ongoing investment projects and complies with relevant regulations [1][4][5]. Group 1: Fundraising Overview - The company raised a total of RMB 995.4 million through a private placement of 109,988,950 shares at a price of RMB 9.05 per share, with a net amount of RMB 976 million after deducting issuance costs [2]. - The raised funds were allocated to specific projects, including the Shejiang Park service support project and the PPP project for urban expansion and quality improvement in Meixian District [3]. Group 2: Use of Idle Funds - The company has identified that some of the raised funds are temporarily idle due to the completion of construction for eight sub-projects, leading to a need for working capital to support ongoing business operations [4]. - The decision to use RMB 190 million of idle funds is expected to save approximately RMB 5.7 million in financial costs, calculated based on the one-year LPR benchmark interest rate of 3.00% [4]. Group 3: Decision-Making Process - The board of directors approved the proposal to use idle funds in a meeting held on December 8, 2025, with unanimous support from all 11 attending members [6][11]. - The company has committed to returning the used funds to the dedicated account before the end of the 12-month period [5][6]. Group 4: Regulatory Compliance - The company has ensured that the use of idle funds complies with the Shenzhen Stock Exchange's regulations and does not alter the intended use of the raised funds [7].