证券日报网讯 12月17日，托普云农（301556）在互动平台回答投资者提问时表示，托普云农在智慧农 业领域深耕十余年，拥有较强的品牌知名度，具有较高的市场地位。公司在智慧农业行业整体发展中， 参与了国家和行业标准的制定工作。 ...

（文章来源：证券日报） 证券日报网讯 12月17日，托普云农在互动平台回答投资者提问时表示，公司的股东情况将在定期报告 等文件中进行统一披露，敬请关注公司后续的公告或通过官方渠道进行查询以获得最新数据。 ...

证券日报网讯 12月17日，托普云农在互动平台回答投资者提问时表示，公司设有全资子公司海南托普 云农数智科技有限公司，在海南有业务布局。 （文章来源：证券日报） ...

Core Viewpoint - Top Cloud Agriculture's integrated sensing and monitoring system utilizes core technologies based on sensing technology and the Internet of Things (IoT) for real-time remote monitoring of agricultural information [2] Group 1: Technology Overview - The system collects data through various sensors to monitor critical information related to climate, soil, and plant health that affects crop growth [2] - The application of satellite and remote sensing technology is also involved in this monitoring system [2]

Core Insights - The establishment of the AI for Agriculture Science base marks a significant collaboration between Nanjing Agricultural University and Jiangbei New District, focusing on the intersection of artificial intelligence and agricultural science [1][3] - The release event showcased five major AI achievements in agriculture, including advancements in crop phenotyping, digital twins, intelligent breeding, soybean research, and pesticide development, with several being industry firsts [3][4] Group 1: AI Achievements - FoMo4Wheat crop phenotyping model establishes a visual perception AI foundation for wheat, utilizing the largest and most diverse wheat field image dataset, achieving a parameter scale of over 1 billion [5] - The remote sensing-driven digital twin system integrates various data sources to optimize crop production, transitioning from experience-driven to data-driven methodologies [6] - The dynamic intelligent breeding model significantly reduces the breeding cycle by at least 50% through comprehensive simulation and optimization processes [7] Group 2: Collaboration and Innovation - The AI for Agriculture Science base has formed partnerships with over ten companies, including Suzhou Zhongxi Biology and Huawei Technologies, to accelerate the transformation of lab results into practical agricultural applications [4] - The base promotes a new entrepreneurial model, "One Person Company" (OPC), which encourages individual researchers to innovate and develop products with the support of shared resources and data [4] Group 3: Specific Technologies - The soybean intelligent breeding platform integrates the largest multi-omics genetic resource database for soybeans, achieving a genotype filling accuracy of 99.3% and facilitating the selection of high-quality soybean varieties [8] - The "Yao Wen" pesticide scientist AI agent revolutionizes pesticide development by compressing the research cycle from ten years to one year through an AI-driven and automated experimental approach [9]

国泰海通证券股份有限公司 关于浙江托普云农科技股份有限公司 2025 年度持续督导培训情况报告 经中国证券监督管理委员会《关于同意浙江托普云农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（2024）1037 号）同意注册，浙江托普云农科 技股份有限公司（以下简称"托普云农"或"公司"）首次公开发行人民币普通股 股票 2,132.0000 万股，并于 2024 年 10 月 17 日在深圳证券交易所创业板上市。国 泰海通证券股份有限公司（以下简称"国泰海通"）担任托普云农首次公开发行股 票并在深圳证券交易所创业板上市的保荐机构，持续督导期间为 2024 年 10 月 17 日至 2027 年 12 月 31 日。 根据《证券发行上市保荐业务管理办法》《深圳证券交易所上市公司自律监管 指引第 13 号——保荐业务》《深圳证券交易所上市公司自律监管指引第 2 号——创 业板上市公司规范运作》等有关规定，国泰海通对公司进行了 2025 年度持续督导 培训，现就培训情况报告如下： 一、本次培训的基本情况 （一）培训时间：2025 年 12 月 11 日； （五）培训对象：公司董事、高级管理人员、证券事务代表 ...

证券日报网讯 12月11日，托普云农在互动平台回答投资者提问时表示，公司12月10日的股东人数为 11825户。股东人数随着交易进行实时更新，请谨慎、正确看待股东人数变化。 （文章来源：证券日报） ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 买方营业部 (万元) | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | 2025-12-11 | 301556 | 托普云农 | 97.68 | 25.00 | 2,442.00中国中金财富证券 | 国泰海通证券股份 | | | | | | | 有限公司上海浦东 | 有限公司杭州延安 | | | | | | | 新区民生路证券营 | 路班券量不能 | | | | | | | 4158 | | 12月11日，托普云农大宗交易成交25万股，成交额2442万元，占当日总成交额的11.51%，成交价97.68 元，较市场收盘价99.17元折价1.5%。 ...

Group 1 - The genetically modified concept sector rose by 1.58%, ranking 7th among concept sectors, with 14 stocks increasing, including Shennong Agricultural which hit the daily limit up by 20% [1] - Leading stocks in the sector included Top Cloud Agriculture and Dunhuang Seed Industry, which increased by 3.52% and 2.28% respectively [1] - The stocks with the largest declines were Xin'an Co., Yingtai Biology, and Huabang Health, which fell by 2.22%, 1.75%, and 1.04% respectively [1] Group 2 - The genetically modified concept sector saw a net inflow of 434 million yuan, with 8 stocks receiving net inflows, led by Shennong Agricultural with a net inflow of 470 million yuan [2] - Other notable net inflows included Nongfa Seed Industry, Top Cloud Agriculture, and Longping High-Tech, with net inflows of 28.77 million yuan, 15.94 million yuan, and 5.94 million yuan respectively [2] - The net inflow ratios for Shennong Agricultural, Nongfa Seed Industry, and Top Cloud Agriculture were 15.99%, 8.23%, and 5.99% respectively [3] Group 3 - The trading volume and turnover rates for leading stocks in the genetically modified sector were significant, with Shennong Agricultural showing a turnover rate of 51.33% and a daily increase of 20.07% [3] - Other stocks like Nongfa Seed Industry and Top Cloud Agriculture had turnover rates of 4.70% and 9.08% respectively, with daily increases of 1.62% and 3.52% [3] - Stocks such as Huabang Health and Xin'an Co. experienced declines in both net inflow and turnover rates, indicating weaker market performance [4]

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].