以脚步赴现场之约，以亲历讲发展真谛。作为一名上会记者，沉浸式采访江苏省政协十三届四次会 议"委员通道"，我被江苏前行的蓬勃力量狠狠圈粉；作为8500万江苏人中的一员，我倍感骄傲。 还有省政协委员、省农业科学院种质资源与生物技术研究所所长赵涵，自带一根金黄饱满的小玉 米，"这小小的玉米，现在可是玉米界的'网红'选手。"看似朴实的一句话，背后却是团队深耕种质资源 研究的无数心血，更是江苏守护种源安全、筑牢农业根基的坚定决心，也让我们实实在在看到了"藏粮 于技"的江苏实践有多给力。 离场的时候，委员们的话语还在耳边回响，心里满是感动与期待。这场"委员通道"，不是简单的履职风 采展示，更不是空洞的政策宣讲，而是一场干货满满的江苏发展"分享会"、一次连接民心的"连心会"。 8位委员，8个鲜活故事；8份坚守，8股奋进力量。从基层实践到发展蓝图，从民生关切到科创突破，他 们用亲历者的视角，讲透了江苏发展的底气与信心，也让我们更加坚信，只要守住初心、深耕实干，江 苏的高质量发展之路，必将越走越宽、越走越远。面向"十五五"，江苏马力全开，值得所有人期待。 【责任编辑：葛梦梦】 作为深耕文旅一线的"实践者"，保海燕直接拿锡山区荡 ...

Core Viewpoint - China's seed industry is experiencing significant growth, with exports surpassing imports for the first time in 2024, marking a continuous trade surplus in agricultural seeds for two consecutive years [1][2]. Group 1: Export and Trade Performance - By 2025, China's seed export volume is projected to reach 62,000 tons, achieving a trade surplus of 7.5 million USD [2]. - China has exported seeds to over 50 countries and regions, including hybrid rice, cotton, and vegetable seeds [4]. Group 2: Domestic Production and Market Share - Domestic breeding varieties of livestock and poultry, as well as crops, account for over 95% of the cultivated area, with market shares exceeding 80% for certain categories [3]. - The area of independently bred corn varieties increased from 91% in 2020 to 94%, while vegetables rose from 87% to 91% [8]. Group 3: Technological Innovation and Development - The seed industry is entering a phase of significant breakthroughs, with a focus on technological innovation and the establishment of multiple national and regional innovation platforms [16][18]. - The "14th Five-Year Plan" emphasizes the importance of breeding innovation and resource aggregation to enhance seed supply capabilities [19]. Group 4: Future Goals and Strategic Plans - The "14th Five-Year Plan" aims to achieve major breakthroughs in the seed industry, with a focus on quality, cost reduction, and specialized varieties to ensure food security [19].

Core Viewpoint - China's seed industry is experiencing significant growth, with exports surpassing imports for the first time in 2024, indicating a strong international competitiveness and a solid foundation for the revitalization of the seed industry [1][2]. Group 1: Export and Trade Performance - In 2025, China's seed export volume is projected to reach 62,000 tons, achieving a trade surplus of 7.5 million USD [2]. - China has maintained a trade surplus in agricultural seed for two consecutive years, reflecting the increasing strength of its seed industry [2]. Group 2: Domestic Seed Development - Over 95% of domestic crop varieties are independently bred, with market shares exceeding 80% for poultry and over 80% for aquatic species [3]. - The area of independently bred corn varieties increased from 91% in 2020 to 94%, while vegetable varieties rose from 87% to 91% [8]. Group 3: International Cooperation and Innovation - China's hybrid rice seeds have been exported to over 50 countries and regions, showcasing the global reach of its agricultural innovations [4]. - The seed industry is becoming a new highlight in agricultural international cooperation, with significant breakthroughs in various crop varieties [10]. Group 4: Technological Advancements - The seed industry is entering a phase of technological innovation, with a multi-layered innovation system being established to support the use of Chinese seeds in domestic agriculture [12]. - Major projects and collaborative efforts are underway to enhance core technologies in breeding and improve the overall competitiveness of China's seed industry [18].

Summary of the Conference Call for 康农种业 Company Overview - 康农种业 is focused on the agricultural sector, specifically in the seed industry, with a notable product being 康农玉 8,009, which has rapidly expanded its market presence. Key Points Industry and Product Performance - 康农玉 8,009 has expanded its planting area to over 7 million acres by 2025, primarily in the 黄淮海 region, due to its strong disease resistance and high yield, which is 10%-20% higher than traditional varieties [2][3] - The product has gained market dominance and is now being introduced in the Southwest and Northeast regions [2][5] - The company has shipped over 10 million acres in the first quarter of 2026, exceeding expectations, with a strategy shift to deliver directly to large growers, significantly reducing return risks [2][6] Return Rates and Market Strategy - 康农种业 reported a return rate of 29.88% in 2025, significantly lower than the industry average of 50%-60% in the 黄淮海 market and 70%-80% in the Northeast market [2][7] - The company has implemented measures such as early storage and cold storage of seeds to manage return rates, aiming for a lower rate than the industry average in 2026 [2][8] Product Quality and Market Acceptance - Farmers are increasingly opting for high-quality, disease-resistant seeds during adverse weather conditions, leading to a rise in brand recognition and product acceptance [2][8] - The company is continuously innovating, with new varieties like YD8,219, 红龙 816, and 康农玉 707 being developed to cater to different climatic conditions [2][8] Sales Team and Market Expansion - The sales team in the 黄海 region has expanded to over 20 members, incentivized by a commission-based structure, enhancing sales and brand building [2][9] - The Northeast market is identified as a significant opportunity, with plans to strengthen research and development efforts to establish a strong presence by 2028-2029 [2][10] Inventory Management - Inventory in the Southwest region is being managed effectively, with a strategy to sell new products while clearing out older stock, resulting in manageable inventory pressure [2][11][12] Cost Management - The company has seen a decrease in seed production costs due to reduced planting areas and increased supply, which is expected to enhance profitability [2][13][14] Research and Development Collaboration - 康农种业 collaborates with research institutions for product development, sharing profits based on sales performance, particularly for 康农玉 8,009 [2][15] - The company emphasizes maintaining high levels of R&D investment to adapt to market changes and ensure continuous innovation [2][15]

南财智讯2月3日电，隆平高科在投资者关系活动中表示，针对国内玉米行业低迷现状，公司已提前储备 耐密植和转基因品种等下一代玉米品种，其中转基因品种已获得市场推广认可；部分5500-6000株/亩的 耐密植品种将通过国审审定推向市场；同时通过2025年收购武汉川禾布局鲜食玉米赛道、控股黑龙江乾 吉落子黄金玉米带，2026年将继续抓住外延扩张机会保障国内业务稳定。 ...

南财智讯2月3日电，隆平高科在投资者关系活动中表示，2025年度隆平巴西通过优化组织结构、强化市 场研判与营销运作实现量价齐升；在供应链、人力、财税等方面实施全方位精益降本，毛利率预计同比 提升8个百分点以上；并通过约40亿元人民币银团贷款置换高利率债务、运用五年期套期保值工具严控 外汇风险敞口，财务费用较上年同期下降约超90%；未来将持续强化运营能力、营销运作及降本增效， 推进负债结构优化，力争2026年实现扭亏为盈。 ...

记者 张万宏 责任编辑：任彩玲 市种业监督中心推广新优品种 确保农民用上好种子 每日甘肃网2月3日讯 据兰州日报报道 2月2日，记者从兰州市种业监督中心了解到，今年我市将围绕马 铃薯种薯、玉米制种产业、高原夏菜育苗、百合种球繁育等特色种业发展，打通育、繁、推链条，推广 新优品种和技术，让优良品种成为产业兴旺的"芯片"支撑，助力粮食单产提升和农业提质增效。 兰州市种业监督中心相关负责人表示，我市种业部门将扛起保障粮食安全的种业责任，推进良田良种良 机良法集成的"良种"发展。聚焦品种示范推广、良种选育攻关，推动良种良法协同创新，助力粮食单产 提升和农业提质增效。围绕春耕备耕开展检查执法，严格实施种子生产经营许可制度、质量抽检及市场 巡查制度，落实监管责任，加强种子种苗企业和制种基地管理，提升农民识假辨伪能力，规范制售种子 种苗企业经营行为，严厉打击生产销售假冒伪劣种子违法行为，确保供种安全，农民用上好种子。同 时，加强与科研院校的合作，加快种业科技成果转化应用，培育种业经营主体，延伸种业产业链，加强 种业生产技术培训，提升制种基地生产经营水平，以种业振兴带动产业集聚，提升乡村善治水平。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 您好，公司将严格按照交易所规则，在业绩预告触发披露条件时及时履行信息披露义务，相关信息请以 公司公告为准。感谢关注！查看更多董秘问答>> 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 贵公司发布的经营情况报告数据不是很好理解，能否直接发布业绩预告呢？ 董秘回答(登海种业SZ002041)： 投资者提问： ...

天风证券表示，在美国"逆全球化"背景下，全球 农产品供应链重构加速，国家粮食安全等资源安全的 重要性提升，有望推动国内粮食结构优化。其中，聚焦育种领域，国内转基因商业化种植有望加速；生 物育种基于技术、资源的高壁垒，有望助力种业加速破局供大于求现状；头部种企凭借领先的转基因储 备有望进一步提升竞争力。 ...

长江商报消息 ●长江商报记者 徐阳 隆平高科（000998.SZ）2025年逆势增长，展现出作为种业龙头的经营韧性。 根据业绩预告，2025年，隆平高科预计实现归母净利润为1.3亿元至1.9亿元，上年同期盈利1.14亿元， 同比增长14.17%至66.86%；预计实现扣非净利润为6000万元至8800万元，上年同期亏损2.89亿元，同比 扭亏。 隆平高科积极应对行业波动，不断提升经营韧性。 2025年度业绩预告显示，隆平高科预计2025年度归属于上市公司股东的净利润（以下简称"归母净利 润"）对比2024年同期增长14.17%至66.86%，扣除非经常性损益后的净利润（以下简称"扣非净利润"） 扭亏为盈。 结合前三季度财务数据，长江商报记者粗略计算，隆平高科2025年第四季度的归母净利润将超过7.94亿 元、扣非净利润超过7.6亿元，这一亮眼业绩一举扭转前三季度的亏损局面。 根据公告，隆平高科2025年年度业绩增长主要得益于国外玉米业务多措并举，营业收入实现增长，利润 大幅减亏，以及公司持续推行精细化资金管理的模式。 作为以袁隆平院士的名字命名、中信集团实控管理的民族种业领军企业，隆平高科盈利能力大幅改善的 ...