1月7日，京粮控股盘中下跌2.01%，截至10:03，报7.82元/股，成交1.24亿元，换手率2.50%，总市值 56.85亿元。 资金流向方面，主力资金净流出1972.40万元，特大单买入257.00万元，占比2.07%，卖出1191.42万元， 占比9.60%；大单买入2135.59万元，占比17.21%，卖出3173.57万元，占比25.57%。 京粮控股今年以来股价跌8.11%，近5个交易日跌13.21%，近20日跌0.76%，近60日涨23.54%。 资料显示，海南京粮控股股份有限公司位于海南省海口市滨海大道珠江广场帝豪大厦29层，成立日期 1988年3月22日，上市日期1992年12月21日，公司主营业务涉及油脂油料加工、油脂油料贸易及食品加 工。主营业务收入构成为：油脂91.34%，食品8.45%，其他0.21%。 分红方面，京粮控股A股上市后累计派现1.38亿元。近三年，累计派现6469.86万元。 机构持仓方面，截止2025年9月30日，京粮控股十大流通股东中，金元顺安元启灵活配置混合 （004685）位居第七大流通股东，持股233.59万股，相比上期增加23.59万股。天弘中证食品饮料E ...

智通财经APP获悉，国盛证券发布研报称，本月生猪价格继续低位运行，冬至节前并未见到明显反弹， 节后却有超预期上涨，市场情绪逐步在旺季转暖，该行预计现货反弹有望维持到春节前备货。市场股票 参与度依旧较低，预计未来较长时间成本偏高的参与者面临减量压力，母猪产能数据变化仍将继续催 化，建议投资者关注亏损阶段的配置机会。当前估值仍位于相对低位，关注低成本的猪企的配置机会。 种植与农产品 从产业端看，板块内品种换代趋势明确，中穗密植成长突破，相关标的值得关注。此外，转基因品种正 式进入商业化销售，后续伴随实际成交价格、利润分配和新季扩繁制种等逐步确认行业公司成长性和兑 现时间，板块投资潜力值得期待。关注康农种业、敦煌种业、隆平高科等。 宠物 养殖配套 农产品上下游价格波动加剧，畜禽价格尚未进入稳定的景气周期，龙头饲企依托采购、规模、资金与产 业链优势，有望实现对中小饲企的替代，出海战略亦值得期待，关注海大集团等。疫苗方面关注后续季 度景气回暖。 家禽养殖 黄羽肉鸡方面，建议关注季节性价格弹性机会，关注立华股份。白羽鸡方面，2025/12/26 毛鸡价格7.82 元/公斤，较上月上涨8.8%;鸡产品2025/12/26 ...

敦煌种业所属申万行业为：农林牧渔-种植业-种子。所属概念板块包括：国资改革、一带一路、融资融 券、种业、转基因等。 12月30日，敦煌种业盘中上涨2.09%，截至11:25，报6.84元/股，成交1.09亿元，换手率3.10%，总市值 36.10亿元。 资金流向方面，主力资金净流出1212.96万元，特大单买入0.00元，占比0.00%，卖出629.69万元，占比 5.78%；大单买入1229.55万元，占比11.28%，卖出1812.82万元，占比16.63%。 敦煌种业今年以来股价涨15.54%，近5个交易日涨0.74%，近20日涨2.55%，近60日涨10.68%。 今年以来敦煌种业已经5次登上龙虎榜，最近一次登上龙虎榜为4月11日，当日龙虎榜净买入-4590.42万 元；买入总计6370.40万元 ，占总成交额比8.83%；卖出总计1.10亿元 ，占总成交额比15.19%。 资料显示，甘肃省敦煌种业集团股份有限公司位于甘肃省酒泉市肃州区肃州路28号，成立日期1998年12 月28日，上市日期2004年1月15日，公司主营业务涉及各类农作物种子的研发、生产、加工、销售和脱 水菜、番茄粉、啤酒花制品的和高 ...

证券日报网讯 12月25日，隆平高科在互动平台回答投资者提问时表示，公司始终以保障粮食安全为核 心，严格遵循相关政策法规开展品种研发与推广工作。公司成功培育并推广的抗稻飞虱等水稻品种是通 过传统杂交育种技术提升品种抗性，没有推广任何转基因水稻品种。此外，袁隆平院士对待转基因等生 物技术的观点是：转基因是未来的发展方向，是保证粮食安全、增加产量的科学措施；转基因食品需经 过合理研究及严格科学试验把关才能投入生产和推广。 （文章来源：证券日报） ...

Core Viewpoint - The articles highlight the benefits and performance of genetically modified (GM) crops, particularly GM corn and soybeans, emphasizing their resilience and higher yields compared to non-GM varieties [2][5][11]. Group 1: Performance of GM Crops - A large-scale farmer managing 2000 acres reports positive outcomes from planting GM corn, noting its strong resistance to pests and herbicides [2][5]. - Another farmer with 4000 acres of corn and soybean intercropping attributes their successful harvest to the use of GM varieties, indicating significant yield improvements [11]. Group 2: Economic Benefits - The articles suggest that GM soybeans not only yield higher but also command better market prices, making them a favorable choice for farmers [14]. - The economic advantages of GM crops are underscored by the increased profitability associated with their cultivation [14]. Group 3: Agricultural Practices - Proper application techniques for herbicides like glyphosate are discussed, particularly in relation to GM corn cultivation, highlighting best practices for maximizing crop performance [17].

12月23日，节能铁汉盘中下跌2.22%，截至10:22，报1.76元/股，成交3236.51万元，换手率0.61%，总市 值52.19亿元。 资金流向方面，主力资金净流出46.21万元，大单买入615.70万元，占比19.02%，卖出661.92万元，占比 20.45%。 节能铁汉今年以来股价跌23.81%，近5个交易日涨0.00%，近20日跌12.00%，近60日跌23.81%。 资料显示，中节能铁汉生态环境股份有限公司位于广东省深圳市福田区红荔西路8133号农科商务办公楼 5,6,7楼，成立日期2001年8月7日，上市日期2011年3月29日，公司主营业务涉及生态环保和环境治理行 业,涵盖生态修复、生态环保、生态景观、生态旅游业务等领域。主营业务收入构成为：生态环保 49.61%，生态景观48.75%，其他(补充)1.65%。 节能铁汉所属申万行业为：建筑装饰-基础建设-园林工程。所属概念板块包括：深汕合作区、乡村振 兴、新型城镇化、特色小镇、转基因等。 截至12月20日，节能铁汉股东户数5.32万，较上期增加0.23%；人均流通股55771股，较上期减少 0.23%。2025年1月-9月，节能铁汉实现 ...

12月22日，亚盛集团盘中上涨2.12%，截至14:09，报3.37元/股，成交4.01亿元，换手率6.24%，总市值 65.61亿元。 亚盛集团所属申万行业为：农林牧渔-种植业-其他种植业。所属概念板块包括：低价、小盘、土地流 转、转基因、啤酒等。 截至9月30日，亚盛集团股东户数10.69万，较上期减少4.43%；人均流通股18208股，较上期增加 4.64%。2025年1月-9月，亚盛集团实现营业收入23.44亿元，同比增长6.03%；归母净利润3524.79万元， 同比减少3.23%。 分红方面，亚盛集团A股上市后累计派现2.81亿元。近三年，累计派现2920.37万元。 机构持仓方面，截止2025年9月30日，亚盛集团十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1907.87万股，相比上期增加489.34万股。富国中证农业主题ETF（159825）位居第九大流 通股东，持股572.34万股，为新进股东。 责任编辑：小浪快报 资金流向方面，主力资金净流出4355.49万元，特大单买入1875.20万元，占比4.67%，卖出4090.88万 元，占比10.19%；大单买入6260.92 ...

神农种业所属申万行业为：农林牧渔-种植业-种子。所属概念板块包括：种业、海南自贸区、QFII持 股、土地流转、转基因等。 12月19日，神农种业盘中下跌2.01%，截至09:38，报5.35元/股，成交1.27亿元，换手率2.64%，总市值 54.78亿元。 资金流向方面，主力资金净流出658.83万元，特大单买入164.70万元，占比1.29%，卖出260.16万元，占 比2.04%；大单买入1997.68万元，占比15.68%，卖出2561.05万元，占比20.10%。 神农种业今年以来股价涨36.13%，近5个交易日跌20.74%，近20日跌9.78%，近60日涨16.56%。 今年以来神农种业已经12次登上龙虎榜，最近一次登上龙虎榜为12月11日，当日龙虎榜净买入-5872.12 万元；买入总计3.23亿元 ，占总成交额比11.75%；卖出总计3.82亿元 ，占总成交额比13.88%。 资料显示，海南神农种业科技股份有限公司位于海南省海口市秀英区美林路8号慧远美林谷综合服务 楼，成立日期2000年12月29日，上市日期2011年3月16日，公司主营业务涉及公司以杂交水稻种子的选 育、制种、销售和技术服 ...

Investment Rating - The report assigns a rating of "Buy" to the company, with a market price of RMB 9.55 and a sector rating of "Outperform" [1]. Core Insights - The report highlights that Longping High-Tech is a leading player in the domestic seed industry, with a well-established industrial layout and a focus on high-quality development. The company's research capabilities are industry-leading, and its asset quality is continuously improving, leading to a positive outlook for its medium to long-term development [2][5]. Financial Performance - The company is expected to achieve revenues of RMB 85.8 billion, RMB 92.2 billion, and RMB 99.3 billion for the years 2025 to 2027, reflecting year-on-year growth rates of +0.1%, +7.5%, and +7.7% respectively. The net profit attributable to shareholders is projected to be RMB 2.0 billion, RMB 3.1 billion, and RMB 4.5 billion for the same years, with growth rates of +71.4%, +57.6%, and +46.8% respectively. The current market capitalization corresponds to P/E ratios of 71.9X, 45.6X, and 31.1X for the years 2025 to 2027 [6][8]. Company Overview - Longping High-Tech, established in 1999 and listed in 2000, is recognized as a modern high-tech seed enterprise. The company has a comprehensive business structure that includes seed operations and agricultural services, focusing on major crops such as rice, corn, and wheat, as well as specialized crops like cucumbers and sunflowers [16][18]. Research and Development - The company leads the industry in R&D investment, with RMB 6.9 billion allocated in 2024, representing 9.1% of its revenue. The number of dedicated R&D personnel reached 712, accounting for 17.02% of the total workforce. The company has significantly increased its plant variety applications, with 113 authorized in 2024 compared to just 12 in 2016 [31][39]. Market Position - Longping High-Tech holds a dominant position in the seed market, with a market share of 42% in corn seeds and 36% in rice seeds. The company is actively expanding its international presence, particularly in Brazil, where it ranks among the top three corn seed companies [17][44]. Strategic Acquisitions - The company has accelerated its acquisition strategy since the entry of CITIC Group as a major shareholder in 2016, enhancing its market position and operational capabilities through various acquisitions in the seed industry [28][30].

Investment Rating - The report assigns a "Buy" rating for the company, marking the first coverage [1]. Core Insights - The company is transitioning from a regional leader to a national player in the hybrid corn seed market, driven by high-quality varieties and strategic expansion [3][5]. - The company has a strong research and development foundation, with its actual controllers holding over 51% of the shares, ensuring effective management and strategic direction [17][18]. Financial Forecast - Total revenue is projected to grow from 288.24 million yuan in 2023 to 660.40 million yuan by 2027, reflecting a compound annual growth rate (CAGR) of 31.6% from 2020 to 2024 [4][31]. - Net profit attributable to the parent company is expected to increase from 53.22 million yuan in 2023 to 155.94 million yuan in 2027, with a CAGR of 20.3% [4][31]. - The company's return on equity (ROE) is forecasted to remain stable, with values around 17% to 19% from 2025 to 2027 [4]. Company Overview - The company specializes in hybrid corn seed production, research, and sales, with a focus on high yield, stability, and comprehensive resistance [11][12]. - The company has expanded its market presence from the Southwest region to nationwide, with significant growth in the Central China region, which has become its largest revenue source [5][23]. Industry Context - The domestic corn seed market is characterized by oversupply and severe homogenization, with a supply-demand ratio of 175% for the 2024/2025 season [50]. - The global seed market is expected to grow steadily, with China's market projected to reach 893 billion yuan by 2026, reflecting a CAGR of 6.2% [37][39]. - The company is positioned to benefit from the increasing demand for high-quality corn seeds, as the average yield in China is only 60% of that in the United States [42].