证券代码：300087 证券简称：荃银高科 公告编号：2026-022 目前，公司各项生产经营活动均正常开展，上述事项不会对公司 的正常生产经营活动产生重大影响。立案调查期间，公司将积极配合 中国证监会的各项工作，严格按照相关规定及监管要求履行信息披露 义务。 公司指定的信息披露媒体为《证券时报》《中国证券报》《上海证 券报》和巨潮资讯网（www.cninfo.com.cn），公司所有信息均以在上 述指定媒体披露的公告为准。敬请广大投资者理性投资，注意投资风 险。 特此公告 安徽荃银高科种业股份有限公司董事会 二○二六年一月三十日 安徽荃银高科种业股份有限公司 关于收到中国证券监督管理委员会立案告知书的公告 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。 安徽荃银高科种业股份有限公司（以下简称"公司"）于 2026 年 1 月 30 日收到中国证券监督管理委员会（以下简称"中国证监会"） 下发的《立案告知书》（编号：证监立案字 0232026002 号），因公司 涉嫌信息披露违法违规，根据《中华人民共和国证券法》《中华人民 共和国行政处罚法》等法律法规，中国证 ...

法律意见书 安徽天禾律师事务所关于 安徽荃银高科种业股份有限公司 2026 年第一次临时股东会之法律意见书 安徽天禾律师事务所 ANHUI TIANHE LAW OFFICE 地址：安徽省合肥市蜀山区怀宁路 288 号置地广场 A 座 34-35 楼 电话：（0551）62642792 传真：（0551）62620450 网址：http://www.tianhelaw.cn 法律意见书 安徽天禾律师事务所关于 安徽荃银高科种业股份有限公司 2026 年第一次临时股东会之法律意见书 天律证字[2026]第 00220 号 致：安徽荃银高科种业股份有限公司 根据《中华人民共和国公司法》（以下简称《公司法》）、《中华人民共 和国证券法》（以下简称《证券法》）、《上市公司股东会规则》等有关法律、 法规及规范性文件以及《安徽荃银高科种业股份有限公司章程》（以下简称 《公司章程》）的有关规定，安徽天禾律师事务所（以下简称"本所"）接受 安徽荃银高科种业股份有限公司（以下简称"荃银高科"或"公司"）的委托， 指派熊丽蓉律师、梁天律师（以下简称"本所律师"）出席见证于 2026 年 1 月 30 日召开的荃银高科 2026年 ...

Group 1 - The core viewpoint of the articles highlights the active performance of the agricultural sector, particularly with the surge in agricultural stocks like Nongfa Seed Industry, which hit the daily limit, driven by a record grain production of 14,298 billion jin, an increase of 1.68 billion jin, marking a historical high and maintaining stability above 14 trillion jin for two consecutive years [1] - The agricultural and rural affairs department indicates that the new cycle of bulk commodities has begun, supported by a weakening dollar and a rebound in the BDI index, suggesting a foundation for price increases in commodities [1] - The demand for agricultural products is expected to grow due to increased industrial demand, although the supply has been relatively ample due to favorable weather conditions over the past two years, which could lead to competition for agricultural products if weather conditions change [1] Group 2 - As of January 28, 2026, the National Grain Industry Index (399365) rose by 3.01%, with significant increases in constituent stocks such as Kangsheng Biological (up 10.16%) and Nongfa Seed Industry (up 10.06%) [2] - The Grain ETF (159698) increased by 3.84%, with the latest price reported at 1.14 yuan, closely tracking the National Grain Industry Index, which reflects the price changes of listed companies in the grain industry [2] - The top ten weighted stocks in the National Grain Industry Index as of December 31, 2025, include major companies like Dabeinong and Longping High-Tech, collectively accounting for 51.88% of the index [2]

Core Viewpoint - The "Qianyin Cup" competition aims to enhance grain crop yields among young farmers in Anhui Province, showcasing advanced cultivation techniques and promoting agricultural innovation [2][3][4]. Group 1: Competition Overview - The second "Qianyin Cup" competition was held in Hefei, recognizing 72 young farmers and large-scale growers for their achievements in grain crop production [2]. - The event was guided by the Anhui Provincial Department of Agriculture and Rural Affairs, with support from various agricultural organizations and live coverage by Anhui Broadcasting and Television Station [2][3]. Group 2: Objectives and Impact - The competition focuses on maximizing seed potential and integrating high-quality seeds with effective cultivation methods to increase food production on limited land [4]. - It aims to foster innovation in seed breeding and improve agricultural productivity, contributing to the construction of a "100 billion jin Jianghuai granary" [4][6]. Group 3: Achievements and Recognition - The competition successfully established high-yield demonstration fields and recognized exemplary young farmers, awarding 72 participants with various prizes [5]. - The highest recorded yields were 1004.1 kg/acre for rice, 853.6 kg/acre for corn, and 704.8 kg/acre for wheat, significantly surpassing the provincial averages [6]. Group 4: Expert Contributions and Knowledge Sharing - Experts provided practical insights on high-yield cultivation techniques during the award ceremony, enhancing the knowledge base of participants [7]. - Award-winning farmers shared their experiences, emphasizing the role of quality seeds and effective management in achieving high yields [8]. Group 5: Future Prospects - The competition is expected to continue driving innovation and collaboration among young farmers, contributing to the overall increase in grain production in China [8]. - The agricultural sector anticipates that improvements in single crop yields will account for over 90% of the national grain production increase in 2025 [8].

Investment Rating - The industry rating is "Recommended" [3] Core Insights - The report highlights the strengthening of pork prices as the breeding stock decreases to 35.61 million heads by the end of December, indicating a bullish trend in the market [1][2] - The report emphasizes the importance of the seed industry revitalization action, which has made significant progress in enhancing seed security and promoting domestic seed usage [1][12] - The commercialization of genetically modified crops is expected to accelerate, contributing to higher self-sufficiency rates in key varieties [1][12] Summary by Sections Planting Industry - The Ministry of Agriculture and Rural Affairs has reported progress in the seed industry revitalization action, with a focus on policy support, funding, and institutional guarantees [1][12] - Key companies recommended for investment include Beidahuang and Suqian Agricultural Development, as well as leading seed companies like Dabeinong and Longping High-Tech [1][12] Pig Farming - The average price of live pigs is reported at 12.99 CNY/kg, with a week-on-week increase of 2.27% [2][13] - The breeding stock of sows is at 39.61 million heads, showing a year-on-year decrease of 2.9% [2][13] - Recommended companies in the pig farming sector include Lihua Co., Muyuan Foods, and Shuanghui Development [5][13] Feed and Veterinary - The average price of pig feed is 2.65 CNY/kg, reflecting a week-on-week increase of 0.38% [52] - Companies in the feed sector such as Haida Group and veterinary companies like Jinhai Biological and Zhongmu Co. are expected to benefit [5][13]

Group 1 - The soybean concept sector experienced a decline of 0.10%, ranking among the top losers in the concept sector, with notable declines from companies such as Weiweiyuan, Beidahuang, and Jiahua [1] - Among the soybean concept stocks, six stocks saw price increases, with the top gainers being Wuchan Zhongda, Ruimaotong, and Nongfa Zhongye, which rose by 1.36%, 1.34%, and 0.44% respectively [1] - The main capital outflow from the soybean concept sector today was 107 million yuan, with eight stocks experiencing net outflows, and five stocks seeing outflows exceeding 10 million yuan [2] Group 2 - The leading stock in terms of capital outflow was Beidahuang, with a net outflow of 28.21 million yuan, followed by Wuchan Zhongda, Dabeinong, and Quanyin Gaoke, with net outflows of 25.58 million yuan, 12.99 million yuan, and 12.69 million yuan respectively [2] - The stocks with the highest net capital inflow included Xinyangfeng, Xianda Co., and Ruimaotong, with net inflows of 2.85 million yuan, 2.82 million yuan, and 1.90 million yuan respectively [2] - The detailed capital outflow data for soybean concept stocks shows that Beidahuang had a price decline of 1.52% with a turnover rate of 1.64%, while Wuchan Zhongda increased by 1.36% with a turnover rate of 1.39% [2]

Investment Rating - The report maintains an "Outperform" rating for the agricultural sector [1][3]. Core Insights - The report indicates that the beef prices in the US are expected to maintain an upward trend in 2026, while global corn and soybean ending stocks for the 25/26 season are projected to increase [1][3]. - The agricultural products in the planting chain are currently in a bottom consolidation phase, awaiting upward movement [1][2]. Summary by Relevant Sections Corn - The USDA's January supply and demand report forecasts a global corn production increase of 13.05 million tons (approximately +1.02%) to 1.283 billion tons for the 25/26 season, with a corresponding increase in global ending stocks [15][16]. - The ending stocks-to-use ratio is expected to rise by 0.86 percentage points to 22.38%, with China's ratio increasing by 1.94 percentage points [15][17]. - Domestic corn prices are at historical lows, with a current price of 2318 CNY/ton, reflecting a month-on-month increase of 0.04% and a year-on-year increase of 10.30% [18]. Soybeans - The USDA report predicts a global soybean production increase of 3.14 million tons for the 25/26 season, with ending stocks projected to rise by 2.04 million tons (approximately +1.67%) to 124 million tons [33][34]. - The ending stocks-to-use ratio is expected to increase by 0.39 percentage points to 29.40% [33][34]. - Short-term focus is on South American weather, while long-term trends are expected to improve due to reduced domestic soybean stocks and strong import support [35][37]. Wheat - The USDA's January report indicates a global wheat production increase of 4.36 million tons (approximately +0.52%) for the 25/26 season, with ending stocks projected to rise by 3.38 million tons [47][48]. - The ending stocks-to-use ratio is expected to increase by 0.37 percentage points to 33.77% [47][48]. - Domestic wheat prices are currently at 2515 CNY/ton, reflecting a month-on-month decrease of 0.15% [50][52]. Beef - The USDA forecasts a decrease in US beef production for 2026, with an expected overall price increase of approximately 5.1% [3][19]. - The report anticipates that domestic beef prices will maintain a bottoming upward trend due to reduced production capacity and import constraints [3][22]. Dairy - The report notes a slight decrease in US milk ending stocks for 2026, with expectations for domestic raw milk prices to begin an upward trend due to reduced production capacity and import reductions [3][24][26]. Pork - The USDA predicts a 2.69% increase in US pork production for 2026, with overall prices expected to remain high [4][28]. - Domestic breeding sow capacity is being steadily controlled, which is expected to support industry profitability [4][29]. Poultry - The report indicates that US chicken supply is expected to recover, with a slight increase in production and consumption [6][30]. - Domestic egg supply is projected to remain ample, with a year-on-year increase in ending stocks by 23.5% [6][33][34]. Investment Recommendations - The report recommends investing in leading companies in the livestock, pork, poultry, and pet sectors, including YouRan Agriculture, Modern Agriculture, and MuYuan Co., among others [6][8].

Group 1 - The core point of the article is that QuanYin High-Tech has addressed investor inquiries regarding its agreement with Zhongzhong Group to manage its 100% stake in Zhongzhong Agricultural Science to resolve competition issues [1] - The agreement was signed on January 14, 2026, and is part of a commitment made by Zhongzhong Group to resolve competition issues by January 20, 2026 [1] - The specific details of the agreement can be found in the announcement numbered 2026-014, which discusses the commitment of the controlling shareholder to address competition issues in the seed business [1]

Core Insights - Strategic emerging industries have become the core battlefield for state-owned enterprises (SOEs) to explore a "second growth curve" under the national strategy of cultivating new productive forces [1] Group 1: Industry Overview - A report by Zhongzhi Consulting indicates that among 402 SOE-controlled A-share listed companies, 257 have over 30% of their revenue from strategic emerging industries, which are included in the study [6] - By the end of 2024, strategic emerging industry enterprises are expected to contribute 26% of operating income and 31.27% of total profit with approximately 25% of total assets, showing a net asset return rate superior to traditional industries [7] Group 2: Structural Layout - Nearly 80% of enterprises focus on advantageous fields such as new-generation information technology, new materials, and new energy, but there is a relative weakness in key areas like industrial mother machines and biomanufacturing, necessitating increased investment to enhance industry influence [8] - 43.85% of manufacturing enterprises in strategic emerging industries are actively upgrading to high-value-added segments like new materials and high-end equipment, while the share of strategic emerging business in transportation and financial service companies is less than 1% [9] Group 3: R&D Investment - Overall R&D investment intensity in strategic emerging industry enterprises is higher than that of traditional industries, but sectors like biotechnology, new materials, and energy conservation have lower R&D investment intensity compared to the average level of SOE A-shares (5.86%), indicating a gap with industry leaders [12] Group 4: Sector-Specific Insights - In the new energy sector, SOEs have established a full industrial chain layout covering power generation operations, equipment manufacturing, and technical services, transitioning from "scale competition" to "quality and efficiency competition" [14] - In the new materials sector, advanced steel materials face industry pressures, while advanced non-ferrous metal materials show high profitability and R&D investment, with companies adopting niche market and industry chain extension strategies [16] - In the biotechnology sector, many enterprises are positioned in relatively mature areas like raw materials and trade, but there is insufficient investment in innovative drugs and precision instruments, indicating a need to strengthen overall industry resilience [18] Group 5: Strategic Recommendations - Establish a full-cycle evaluation and adjustment mechanism for emerging industries, transitioning from experience-based to data-driven decision-making [21] - Implement a "one enterprise, one strategy; one industry, one model" incubation path to guide enterprises in selecting flexible combinations of business extensions, platform incubation, equity cooperation, and fund investment [21] - Optimize resource allocation mechanisms driven by innovation and capital, enhancing collaborative innovation resources and establishing special funds for emerging development [21] - Focus on creating an economic empowerment organization characterized by "small teams, large platforms" to enhance industry leadership and ecological construction capabilities [21]

Investment Rating - Industry Rating: Recommended [3] Core Insights - The pork price is rising due to the peak consumption season, and there is an expectation for accelerated destocking after the holiday [2][12] - The Ministry of Agriculture and Rural Affairs emphasizes the importance of agricultural modernization and the commercialization of genetically modified crops to enhance yield and self-sufficiency [1][11] - The report highlights the profitability recovery in pig farming, with self-breeding and purchased piglets turning profitable, indicating a short-term challenge for capacity destocking [2][12] Summary by Sections Planting Industry Chain - The Ministry of Agriculture and Rural Affairs is supporting Shandong Province in enhancing grain production and agricultural modernization, focusing on rural revitalization and technological innovation [1][11] - Key recommended stocks in the planting sector include Beidahuang and Suqian Agricultural Development, with a focus on leading seed companies like Dabeinong and Longping High-Tech [1][11] Swine Farming - The average price of live pigs is 12.72 CNY/kg, with a week-on-week increase of 1.26%. The number of breeding sows is 39.9 million, showing a decrease of 1.1% month-on-month and 2.1% year-on-year [2][12] - The report suggests focusing on companies with significant cost improvements and high future output elasticity, including stocks like Muyuan Foods and Wens Foodstuffs [2][12] Key Agricultural Product Data Tracking - Corn: The average price is 2359.57 CNY/ton, with a week-on-week increase of 0.26% [24] - Wheat: The average price is 2513.57 CNY/ton, remaining stable week-on-week [27] - Soybeans: The average price is 4053.16 CNY/ton, with a slight increase of 0.12% [38] - Cotton: The average price is 15640.00 CNY/ton, with a week-on-week increase of 0.18% [43]