★ 宏观动态 ★ 中办、国办印发《关于深入推进深圳综合改革试点 深化改革创新扩大开放的意见》 为深入推进深圳综合改革试点、深化改革创新扩大开放，中办、国办印发《关于深入推进深圳综合改革试点 深化改革创新扩大开放的意见》。意见部署，统筹推进教育科技人才体制机制一体改革，推进金融、技术、数 据等赋能实体经济高质量发展，建设更高水平开放型经济新体制，健全科学化、精细化、法治化治理模式。意 见明确，在更高起点、更高层次、更高目标上深化改革、扩大开放，创造更多可复制、可推广的新鲜经验，更 好发挥深圳在粤港澳大湾区建设中的重要引擎作用和在全国一盘棋中的辐射带动作用，为全面建设社会主义现 代化国家作出贡献、提供范例。 市场监管总局就《直播电商监督管理办法》公开征求意见 为加强直播电商监督管理，促进直播电商健康发展，市场监管总局在充分调研和广泛征求意见的基础上，会同 国家网信办研究起草了《直播电商监督管理办法（征求意见稿）》（以下简称《办法》），今日正式向社会公 开征求意见。《办法》明确了直播电商平台经营者在违规处置、资质核验、信息报送、培训机制、分级管理、 动态管控、信息公示等方面的责任。要求平台经营者建立健全平台协议规则 ...

（以下简称"本规划"），具体内容如 下： 海南神农种业科技股份有限公司 未来三年（2025-2027 年）股东分红回报规划 根据中国证监会《上市公司监管指引第 3 号——上市公司现金分红》及《公 司章程》等有关规定，为健全公司利润分配事项决策程序和机制，提高股利分配 决策透明度和可操作性，积极回报投资者，结合公司的实际情况，特制定公司《未 来三年（2025-2027 年）股东分红回报规划》 一、制定本规划的基本原则 公司实施持续、稳定的利润分配政策，公司利润分配应重视对投资者的合理 投资回报，并兼顾公司的可持续发展。未来三年内，公司将积极采取现金方式分 配利润。在符合相关法律法规及公司章程，同时保持利润分配政策的连续性和稳 定性情况下，制定本规划。 二、制定本规划的主要考虑因素 公司着眼于长远和可持续发展，综合考虑公司实际情况和发展目标、股东要 求和意愿、社会资金成本、外部融资环境等因素，在充分考虑和听取股东特别是 中小股东的要求和意愿的基础上，建立对投资者持续、稳定、科学的回报规划与 机制，从而对股利分配作出制度性安排，以保证股利分配政策的连续性和稳定性。 具体分红比例由公司董事会根据中国证监会的有关规定和 ...

Core Viewpoint - The company is planning to issue shares through a simplified procedure to specific targets in 2025, which may dilute immediate returns for shareholders, and has outlined measures to mitigate this impact [1][2][6]. Group 1: Issuance Details - The company will issue 50 million shares, raising a total of 144 million yuan [3][4]. - The issuance is expected to be completed by September 30, 2025, but this date is only for calculation purposes and does not indicate the actual completion date [2][4]. - The total share capital before the issuance is 102.4 million shares [3]. Group 2: Financial Impact Analysis - The company anticipates three scenarios for net profit in 2025 based on the 2024 net profit of -50.6165 million yuan, with projections of a 10% decrease, no change, or a 10% increase [2][4]. - The diluted earnings per share (EPS) before the issuance is -0.0494 yuan, which may change to -0.0544 yuan or -0.0537 yuan depending on the profit scenario [4][5]. - The weighted average return on equity (ROE) is projected to be -7.70% before the issuance, potentially improving to -6.32% or -6.02% after the issuance [5]. Group 3: Necessity and Reasonableness of the Issuance - The issuance is deemed necessary to support the company's strategic goals and enhance its competitive position in the agricultural sector, particularly in seed innovation and sales [6][9]. - The company plans to leverage existing business advantages to promote the "Qingyou" series of rapeseed seeds, focusing on expanding its market presence in the Yangtze River basin [6][8]. Group 4: Measures to Mitigate Dilution - The company will implement various measures to enhance profitability and shareholder returns, including strict management of raised funds and adherence to regulatory requirements [10][11]. - A three-year shareholder return plan (2025-2027) will be established to ensure consistent profit distribution and enhance transparency in cash dividends [10][11]. Group 5: Commitment from Stakeholders - The controlling shareholder and management have committed to not interfere with the company's operations and to protect shareholder interests [12]. - They have also pledged to ensure that measures to mitigate the dilution of immediate returns are effectively implemented [12].

Core Viewpoint - Hainan Shennong Seed Industry Technology Co., Ltd. plans to issue shares through a simplified procedure to specific investors, aiming to raise no more than RMB 300 million, which does not exceed 20% of the net assets as of the end of the previous year [1][2]. Group 1: Issuance Details - The company will issue domestic listed ordinary shares (A shares) with a par value of RMB 1.00 per share [2]. - The issuance will be completed within ten working days after the China Securities Regulatory Commission (CSRC) approves the registration [2]. - The issuance targets up to 35 specific investors, including qualified institutional investors such as securities investment fund management companies, securities companies, trust companies, and qualified foreign institutional investors [3]. Group 2: Pricing and Quantity - The pricing benchmark date will be the first day of the issuance period, with the issuance price set at no less than 80% of the average trading price over the previous 20 trading days [4]. - The maximum number of shares to be issued is 50 million, corresponding to a total fundraising amount not exceeding RMB 300 million [5]. - The final issuance price will be determined through a bidding process, and the issuance will be subject to adjustments based on any corporate actions such as dividends or stock splits [4][5]. Group 3: Fund Utilization - The total amount raised will be used for projects including the "Rapeseed 'Good Seed + Good Method' Demonstration Promotion Project" and to supplement working capital [7][10]. - The total investment for the rapeseed project is RMB 147.81 million, with RMB 104 million expected to be funded from the issuance [7]. - If the actual net amount raised is less than the planned investment, the company will adjust the investment priorities based on the actual funds available [10]. Group 4: Shareholder Returns and Future Plans - The company has developed a three-year dividend return plan for shareholders from 2025 to 2027 to enhance transparency and operational efficiency in profit distribution [11]. - The company will ensure that the new and old shareholders share the undistributed profits proportionately after the issuance [6][10]. - The resolution for the issuance is valid until the next annual general meeting, and any changes in regulations will be adhered to [10].

截至6月10日收盘，玉米概念上涨2.18%，位居概念板块涨幅第4，板块内，21股上涨，秋乐种业、康农 种业、神农种业等涨幅居前，分别上涨11.99%、10.91%、8.29%。跌幅居前的有云图控股、天康生物、 新安股份等，分别下跌0.71%、0.63%、0.62%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 转基因 | 3.15 | EDR概念 | -2.63 | | 中韩自贸区 | 2.30 | MLOps概念 | -2.56 | | 毛发医疗 | 2.25 | 兵装重组概念 | -2.43 | | 玉米 | 2.18 | 华为盘古 | -2.40 | | 航运概念 | 2.00 | 华为昇腾 | -2.34 | | 高压氧舱 | 1.54 | 国家大基金持股 | -2.28 | | 减肥药 | 1.46 | 星闪概念 | -2.25 | | 重组蛋白 | 1.42 | 汽车芯片 | -2.14 | | 粮食概念 | 1.30 | 华为欧拉 | -2.07 | | 动物疫苗 | 1.29 | 成飞概念 ...

Group 1 - The grain concept sector rose by 1.30%, ranking 9th among concept sectors, with 23 stocks increasing in value, including Qiu Le Seed Industry, Kang Nong Seed Industry, and Shen Nong Seed Industry, which rose by 11.99%, 10.91%, and 8.29% respectively [1] - The top gainers in the grain concept sector included Jinhe Biological, with a net inflow of 67.34 million yuan, followed by Denghai Seed Industry, Longping High-Tech, and COFCO Technology, with net inflows of 38.17 million yuan, 36.26 million yuan, and 35.14 million yuan respectively [2][3] - The main capital inflow ratios were led by Denghai Seed Industry, Jingliang Holdings, and Jinhe Biological, with net inflow rates of 13.59%, 12.33%, and 8.93% respectively [3] Group 2 - The grain concept sector saw a net inflow of 189 million yuan, with 22 stocks receiving net inflows, and 6 stocks exceeding 30 million yuan in net inflow [2] - The stocks with the highest trading turnover included Jinhe Biological at 15.46%, Denghai Seed Industry at 3.15%, and Longping High-Tech at 3.10% [3][4] - The overall performance of the grain concept sector was positive, with several stocks showing significant gains, while some stocks like Weiwei Co., Lianhua Holdings, and Luoping Zinc Electric experienced declines of 2.92%, 2.06%, and 1.89% respectively [1][5]

截至6月10日收盘，转基因概念上涨3.15%，位居概念板块涨幅第1，板块内，14股上涨，秋乐种业、康 农种业、神农种业等涨幅居前，分别上涨11.99%、10.91%、8.29%。跌幅居前的有金城医药、新安股 份、芭田股份等，分别下跌1.72%、0.62%、0.30%。 | 敦煌种 600354 | 3.39 | 16.64 | 806.48 | 1.45 | | --- | --- | --- | --- | --- | | 业 | | | | | | 芭田股 002170 | -0.30 | 1.87 | 374.48 | 2.81 | | 份 | | | | | | 科前生 688526 物 | 0.47 | 0.55 | 283.41 | 6.42 | | 丰乐种 000713 业 | 4.10 | 11.29 | -339.09 | -0.67 | | 华邦健 002004 | 0.00 | 1.22 | -436.97 | -4.46 | | 康 | | | | | | 新安股 600596 | -0.62 | 0.98 | -1455.14 | -14.14 | | 份 | | | | | | 荃 ...

10日，A股、港股午后全线回落，创业板指、科创50指数等跌超1%，恒生科技指数跌近1%。 具体来看，两市股指早盘窄幅震荡，午后加速下探。截至收盘，沪指跌0.44%报3384.82点，深证成指跌0.86% 报10162.18点，创业板指跌1.17%报2037.27点，科创50指数跌1.47%，北证50指数跌约1%，沪深北三市合计成 交14516亿元，较此前一日增加近1400亿元。 场内超4000股飘绿，半导体、军工、石油、券商、酿酒等板块走低；银行板块走强，民生银行一度涨约4%， 兴业银行、南京银行盘中创出新高；农业板块拉升，种业股表现亮眼，秋乐种业、康农种业涨超10%；离境退 税概念崛起，国航远洋30%涨停，宁波海运、南京港、连云港等涨停；创新药概念再度活跃，昂利康连续3日 涨停，一品红、泰恩康涨超9%均创出新高；稀土概念持续强势，中科磁业、科恒股份等涨停；短剧概念尾盘 异动，中文在线涨超13%，慈文传媒涨停；体育概念热度不减，共创草坪斩获7连板。 离境退税概念盘中大幅走高，截至收盘，国航远洋30%涨停，华光源海涨近27%，宁波远洋、南京港、连云港 等均涨停。 | 代码 | 名称 | 4 | 涨幅% | 现价 ...

中新网海口6月10日电(黄江涛赵浩为)海口海关10日介绍，海南自贸港"进境种苗有条件实施免于口岸检 疫采样"政策首单业务9日正式落地，将进一步服务海南自贸港全球动植物种质资源引进中转基地建设。 海口海关动植物检疫处副处长蒋林蓉表示，"免于口岸采样"政策是海关监管模式创新的深度实践，通过 精准风险评估、强化事中事后监管及闭环无害化处理要求，在确保生物安全的前提下实现了"管得住、 放得开"，对于特定用途种苗在全国范围内首次实现了"无干扰"式监管，将为自贸港种业科技创新注入 新动能。 海口海关表示，下一步将持续完善配套监管方案，依托智慧海关建设，提升风险研判与全程溯源能力， 在严守安全底线的基础上，推动更多惠企政策落地见效，全力支持全球动植物种质资源引进中转基地高 质量发展。(完) （文章来源：中国新闻网） 经海关总署批准，《海口海关关于海南自由贸易港进境种苗有条件实施免于口岸检疫采样有关事宜的公 告》于今年3月发布，对注册在海南自贸港且符合条件的进口单位实施"免于口岸检疫采样"便利政策。 即符合条件的企业进口用于特定用途的种苗，经口岸海关现场查验未见异常后，可免于在口岸进行检疫 取样，但种苗后续必须严格限定于申报 ...

【 今 日 速 读 】 精选行业研报，助您捕捉行业风口 【第一财经智享会员专属】 【精选快读】 1、银行基本面积极因素持续积累，业绩拐点可期 2、种业板块再迎利好政策，生物育种产业化进程有望加速 1、创新药产业迎来密集催化，医药行情或将持续性修复 2025.06.10 导读 ： 银行业绩拐点可期；种业板块再迎利好政策 ； 解锁【第一财经智享会员】实时解读市场动态，把握投资先机。 风险提示： 宏观经济增速大幅下行；银行资产质量超预期恶化；监管与行业政策超预期变化；区域经济景气不及预期等。 见 【智享会员--行研精选】 点击一键解锁 2、种业板块再迎利好政策，生物育种产业化进程有望加速 日前，农业农村部召开全国水产原种和良种审定委员会委员代表座谈会，研究谋划"十五五"时期水产种业振兴。会议提出，要紧紧围绕"十五五"时期产业 发展需要，坚持问题导向，强化科技创新，健全工作机制，壮大育种主体，走规模化、专业化、商业化水产种业发展之路。要加强水产种业顶层设计，强 化统筹规划。 解锁相关标的 此前，农业农村部办公厅印发《2 0 2 5年全国种业监管执法年活动方案》，严厉打击假冒伪劣、套牌侵权等违法行为，全面推进种业市场净 ...