证券之星消息，隆平高科发布业绩预告，预计2025年全年每股收益盈利:0.0916元至0.1339元。 公告中解释本次业绩变动的原因为： 报告期内，公司积极应对行业波动，不断提升经营韧性，2025 年度归属于上市公司股东的净利润对比 去年同期增长 14.17%-66.86%，扣除非经常性损益后的净利润扭亏为盈。2025 年年度业绩增长主要得益 于以下方面： （一）国外玉米业务多措并举，营业收入实现增长，利润大幅减亏。 面对全球粮价低位运行、巴西银行贷款利率高企、农业经营主体信用风险显著升高等不利环境，子公司 隆平农业发展股份有限公司多措并举积极应对，2025年度经营状况显著改善，实现同比大幅减亏： （1）优化营销政策与渠道管理，提升运营效率，推动量价齐升，实现营收稳步增长；（2）推进降本增 效和精益降费，持续提升成本管控效能，毛利率实现同比增长约 8%；（3）通过以人民币银团贷款置 换巴西高利率雷亚尔贷款，利息费用较去年同期降低，同时，严谨执行外汇风险管理措施，严控外汇风 险敞口，汇兑收益增加，财务费用较上年同期下降超90%。 （二）在行业下行周期，国内经营总体保持稳定。 面对国内种业市场供大于求与库存压力加大 ...

证券之星消息，隆平高科发布业绩预告，预计2025年全年扣非后净利润盈利6000万元至8800万元。 报告期内，公司积极应对行业波动，不断提升经营韧性，2025 年度归属于上市公司股东的净利润对比 去年同期增长 14.17%-66.86%，扣除非经常性损益后的净利润扭亏为盈。2025 年年度业绩增长主要得益 于以下方面： （一）国外玉米业务多措并举，营业收入实现增长，利润大幅减亏。 面对全球粮价低位运行、巴西银行贷款利率高企、农业经营主体信用风险显著升高等不利环境，子公司 隆平农业发展股份有限公司多措并举积极应对，2025年度经营状况显著改善，实现同比大幅减亏： （1）优化营销政策与渠道管理，提升运营效率，推动量价齐升，实现营收稳步增长；（2）推进降本增 效和精益降费，持续提升成本管控效能，毛利率实现同比增长约 8%；（3）通过以人民币银团贷款置 换巴西高利率雷亚尔贷款，利息费用较去年同期降低，同时，严谨执行外汇风险管理措施，严控外汇风 险敞口，汇兑收益增加，财务费用较上年同期下降超90%。 （二）在行业下行周期，国内经营总体保持稳定。 面对国内种业市场供大于求与库存压力加大的挑战，水稻种子收入保持平稳，利润增 ...

Group 1 - Guangdong Mingzhu expects a net profit increase of 2908.49%-3577.04% year-on-year for 2025 [1] - Sainuo Medical anticipates a net profit growth of 2767%-3233% year-on-year for 2025 [1] - Lingdian Electric Control forecasts a net profit rise of 640.16%-804.64% year-on-year for 2025 [1] - Bojie Co. predicts a net profit increase of 484.16%-618.97% year-on-year for 2025 [1] - Kexing Pharmaceutical expects a net profit growth of 328.83%-455.89% year-on-year for 2025 [1] - Xiangcai Co. anticipates a net profit increase of 266.41%-403.81% year-on-year for 2025 [1] - Xinyi Sheng forecasts a net profit rise of 231.24%-248.86% year-on-year for 2025 [1] - Tongzhou Electronics predicts a net profit increase of 151.40%-230.42% year-on-year for 2025 [1] - Zhaofeng Co. expects a net profit growth of 136.26%-164.89% year-on-year for 2025 [1] - Kaige Precision Machinery anticipates a net profit increase of 133.99%-193.55% year-on-year for 2025 [1] - Sankeshu forecasts a net profit rise of 128.96%-189.21% year-on-year for 2025 [1] - Huazi Industrial expects a net profit growth of 128.00%-167.00% year-on-year for 2025 [1] - Zhite New Materials anticipates a net profit increase of 117.11%-171.39% year-on-year for 2025 [1] - Ecovacs expects a net profit growth of 110.90%-123.30% year-on-year for 2025 [1] - Jingquan Hua forecasts a net profit increase of 109.32%-140.72% year-on-year for 2025 [1] - Guoxuan High-Tech anticipates a net profit rise of 107.16%-148.59% year-on-year for 2025 [1] - Changjiang Securities expects a net profit growth of 101.37% year-on-year for 2025 [1] - Shanwaishan forecasts a net profit increase of 98%-125% year-on-year for 2025 [1] - Zhongji Xuchuang anticipates a net profit rise of 89.50%-128.17% year-on-year for 2025 [1] - Huachuang Yuxin expects a net profit growth of 86%-175% year-on-year for 2025 [1] - Kori Technology forecasts a net profit increase of 68.61%-115.25% year-on-year for 2025 [1] - Western Gold anticipates a net profit rise of 67.58%-93.21% year-on-year for 2025 [1] - Shandong Gold expects a net profit growth of 56%-66% year-on-year for 2025 [1] - Huaxi Biological anticipates a net profit increase of 54.93%-83.63% year-on-year for 2025 [1] - Nairui Radar expects a net profit growth of approximately 54.16% year-on-year for 2025 [1] - Lingyun Optical anticipates a net profit rise of approximately 50.75% year-on-year for 2025 [1] - Zhongjin Company expects a net profit increase of 50%-85% year-on-year for 2025 [1] - Dongwu Securities forecasts a net profit growth of 45%-55% year-on-year for 2025 [1] - Longping High-Tech anticipates a net profit increase of 14.17%-66.86% year-on-year for 2025 [1] Group 2 - Jiangfeng Electronics expects a net profit increase of 7.5%-27.5% year-on-year for 2025 [2]

（记者 王晓波） 每经AI快讯，隆平高科1月30日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润1.3亿元 ~1.9亿元，同比增长14.17%~66.86%；基本每股收益0.0916元~0.1339元。业绩变动主要原因是，国外玉 米业务多措并举，营业收入实现增长，利润大幅减亏。面对全球粮价低位运行、巴西银行贷款利率高 企、农业经营主体信用风险显著升高等不利环境，子公司隆平农业发展股份有限公司多措并举积极应 对，2025年度经营状况显著改善，实现同比大幅减亏：优化营销政策与渠道管理，提升运营效率，推动 量价齐升，实现营收稳步增长；推进降本增效和精益降费，持续提升成本管控效能，毛利率实现同比增 长约8%；通过以人民币银团贷款置换巴西高利率雷亚尔贷款，利息费用较去年同期降低，同时，严谨 执行外汇风险管理措施，严控外汇风险敞口，汇兑收益增加，财务费用较上年同期下降超90%。 每经头条（nbdtoutiao）——中国无人驾驶"军团"，"武装"阿布扎比 ...

证券代码：000998 证券简称：隆平高科 公告编号：2026-04 袁隆平农业高科技股份有限公司 2025 年年度业绩预告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏。 一、本期业绩预计情况 （一）业绩预告期间：2025 年 1 月 1 日-2025 年 12 月 31 日 1 著升高等不利环境，子公司隆平农业发展股份有限公司多措并举积极应对，2025 年度经营状况显著改善，实现同比大幅减亏：（1）优化营销政策与渠道管理，提 升运营效率，推动量价齐升，实现营收稳步增长；（2）推进降本增效和精益降费， 持续提升成本管控效能，毛利率实现同比增长约 8%；（3）通过以人民币银团贷 款置换巴西高利率雷亚尔贷款，利息费用较去年同期降低，同时，严谨执行外汇 风险管理措施，严控外汇风险敞口，汇兑收益增加，财务费用较上年同期下降超 90%。 （二）在行业下行周期，国内经营总体保持稳定。 面对国内种业市场供大于求与库存压力加大的挑战，水稻种子收入保持平稳， 利润增长，玉米种子业务积极破局，实现区域和品类扩张，在逆势中保持经营韧 性。 （二）业绩预告情况：预计净利润为正值且属于同 ...

Investment Rating - The report maintains an "Overweight" rating for the agriculture, forestry, animal husbandry, and fishery industry [1][41]. Core Insights - The SW agriculture, forestry, animal husbandry, and fishery industry slightly underperformed the CSI 300 index, with a decline of 0.07% from January 16 to January 29, 2026, lagging behind the index by approximately 0.12 percentage points [3][10]. - Most sub-sectors recorded positive returns during the same period, with notable increases in planting (9.25%), animal health (4.71%), agricultural product processing (4.12%), and fishery (1.82%), while feed and breeding sectors saw declines of 0.02% and 2.84%, respectively [3][13][14]. - The overall price-to-book (PB) ratio for the industry was approximately 2.66 times as of January 29, 2026, indicating that the industry is at a relatively low valuation level compared to historical averages, positioned at about 59.9% of the valuation center since 2006 [3][18]. Industry Key Data - **Pig Farming**: - The average price of external three yuan pigs fluctuated from 12.76 CNY/kg to 13.24 CNY/kg before dropping to 12.52 CNY/kg during the reporting period [3][22]. - The breeding sow inventory reached 39.61 million heads by the end of December 2025, a decrease of 0.73% from the previous month, remaining within the normal range of 39 million heads [3][22]. - The profit from self-bred pigs was 25.1 CNY/head, while the profit from purchased piglets was 124.13 CNY/head, both maintaining positive profitability [3][26]. - **Poultry Farming**: - The average price of broiler chicks was 2.31 CNY/chick, showing a slight decrease, while the average price for layer chicks was 3.2 CNY/chick, which saw a minor increase [3][28]. - The average price for white feather broilers was 7.74 CNY/kg, with a profit of 0.39 CNY/chick, indicating a recovery in profitability [3][32]. - **Aquaculture**: - The average wholesale price for crucian carp and carp was stable, with prices at 19.4 CNY/kg and 13.88 CNY/kg, respectively, showing slight increases [3][33]. Industry Important News - The Ministry of Agriculture and Rural Affairs held a meeting to discuss stabilizing beef production and alleviating dairy industry challenges, emphasizing the need for effective policies to support these sectors [3][35]. - A meeting was also held to coordinate efforts in the seed industry revitalization action, focusing on enhancing domestic seed security and promoting technological independence [3][38]. Company Highlights - Key companies to watch include: - Muyuan Foods (牧原股份, 002714): A leading player in pig farming with cost and scale advantages [3][42]. - Haida Group (海大集团, 002311): A leading feed company expected to maintain steady market share growth [3][42]. - Shengnong Development (圣农发展, 002299): A leader in the white feather broiler industry with advantages in seed sources [3][42]. - Reap Bio (瑞普生物, 300119): A leader in the animal health sector with a growing product matrix for pet health [3][42]. - Longping High-Tech (隆平高科, 000998): A leading seed company with advanced transgenic reserves [3][42].

Market Overview - As of January 30, the Shanghai Composite Index fell by 0.96%, closing at 4117.9476 points, while the Shenzhen Component Index decreased by 0.66%, closing at 14205.893 points [1] Top Gainers in Hunan Stocks - Hunan Gold opened at 37.000 and closed at 37.000, with a daily increase of 9.99%, reaching a high of 37.000 and a low of 36.000, with a trading volume of 3.644 million shares [2] - Longping High-Tech opened at 10.020 and closed at 10.510, up by 5.42%, with a high of 10.730 and a low of 9.940, trading 1.5235 million shares [2] - Youa Shares opened at 7.170 and closed at 7.250, increasing by 2.40%, with a high of 7.500 and a low of 7.140, with a trading volume of 680,159 shares [2] - Daodaquan opened at 11.410 and closed at 11.680, up by 2.19%, reaching a high of 11.780 and a low of 11.330, with a trading volume of 149,965 shares [2] - Tongcheng Holdings opened at 6.400 and closed at 6.530, increasing by 1.71%, with a high of 6.530 and a low of 6.380, trading 124,445 shares [2] Top Losers in Hunan Stocks - Hengli Retreat opened at 0.160 and closed at 0.150, down by 11.76%, with a high of 0.170 and a low of 0.150, trading 611,606 shares [3] - Hunan Silver opened at 19.040 and closed at 19.040, decreasing by 9.98%, with a high of 20.000 and a low of 19.040, with a trading volume of 1.2811 million shares [3] - Xiangtan Chemical opened at 14.850 and closed at 14.010, down by 6.91%, reaching a high of 14.890 and a low of 13.600, with a trading volume of 516,825 shares [3] - Kaimete Gas opened at 21.590 and closed at 20.950, decreasing by 3.94%, with a high of 21.600 and a low of 20.570, trading 396,518 shares [3] - Boyun New Materials opened at 11.920 and closed at 11.650, down by 3.80%, with a high of 12.060 and a low of 11.340, trading 467,180 shares [3]

Group 1 - The core viewpoint of the news is that the agricultural and livestock ETF (159275) is showing a stable performance with a price increase of 2.71%, and notable movements in its constituent stocks [1][5] - Key performing stocks include Shennong Seed Industry, Dunhuang Seed Industry, and Nongfa Seed Industry, with increases of 15.51%, 10%, and 9.96% respectively [1][5] - Conversely, Jin Xin Nong, Jin He Biological, and Andis Su showed weaker performance with declines of 1.44%, 1.04%, and 0.58% respectively [1][5] Group 2 - The Ministry of Agriculture and Rural Affairs is focusing on stabilizing beef production and accelerating support for the dairy industry, aiming for sustainable industry development [1][5] - According to the National Bureau of Statistics, pork production in China is projected to exceed 59 million tons by 2025, with nearly 720 million pigs being slaughtered, providing a solid foundation for market supply [1][5] - Pacific Securities notes that pig farming capacity is gradually decreasing but at a slower pace, with short-term price rebounds expected during peak seasons, while mid-term prices may remain low [6] - The poultry industry is experiencing high capacity for white chickens, leading to potential price fluctuations, while yellow chicken supply is tight, which may drive prices up [6] - The animal health industry is seeing high volatility in core antibiotic prices [6] Group 3 - Financial analysis from Caitong Securities indicates that pig prices are fluctuating with ongoing supply pressures, and policy guidance may accelerate capacity reduction [2][6] - The poultry sector is facing uncertainties due to frequent outbreaks of avian influenza abroad, which may benefit the white feather chicken industry chain prices in the medium to long term [2][6] - The pet sector continues to grow domestically, with increasing market share for domestic brands [2][6] - The seed industry should focus on the progress of biological breeding expansion [2][6] - The animal health sector has ongoing growth potential, with new products being launched to drive growth [2][6] Group 4 - The agricultural and livestock ETF (159275) and its linked funds (Link A: 013471, Link C: 013472) passively track the agricultural and livestock index, with the top ten weighted stocks including Muyuan Foods, Wens Foodstuff Group, and Haida Group [2][6]

农业、种业股盘初走高，秋乐种业涨超10%，神农种业涨超8%，康农种业、农发种业、隆平高科纷纷 上扬。 ...

贵阳日报融媒体记者 肖达钰莎 1月29日，省十四届人大四次会议第二场"代表通道"集中采访活动在贵州饭店国际会议中心举行。来自 不同领域的六位省人大代表聚焦区域发展、粮食选育、乡村教育、产业振兴、"一老一小"、非遗传承等 热点话题与现场记者互动交流，回应群众关切，分享履职故事。 省委、省政府明确提出"要主动融入成渝地区双城经济圈，推动川渝黔毗邻地区深化合作，支持遵义打 造对接成渝地区双城经济圈'桥头堡'"。汇川区作为遵义市中心城区之一，如何充分发挥自身优势，在 融入成渝地区双城经济圈中走前列、作示范？朱世斌分享了"三个围绕"策略。 "农业围绕成渝的'餐桌'转。"朱世斌介绍，成渝地区人口超过4000万，汇川区立足自身优势，正加快建 设面向成渝的特色农产品供应基地，让汇川的农田成为成渝的"菜篮子""果盘子"，去年销往成渝的果蔬 超2万吨、生猪超30万头。"清晨采摘的草莓、辣椒，中午就能端上成渝的餐桌，越来越多的成渝市民品 尝到新鲜地道的'汇川味道'。" "工业围绕成渝的配套干。"朱世斌说，成渝拥有航天航空、汽车制造等国家级先进制造业集群，汇川区 依托航天十院、中航工业下属的企业，打造面向成渝的零部件生产基地，目前已 ...