Workflow
种业
icon
Search documents
国投丰乐(000713) - 2024-2025种业经营年度经营情况报告
2025-09-11 11:31
证券代码:000713 证券简称:国投丰乐 公告编号:2025-043 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。 重要提示:本报告所载的财务数据为公司财务部门初步核算数据, 未经审计,敬请广大投资者注意投资风险。 一、概述 按照《深圳证券交易所上市公司自律监管指引第3号——行业信息披 露(2025年修订)》要求,现将本公司2024—2025种业经营年度经营情 况进行报告。 根据生产经营实际情况,本公司种子经营以上一年的8月1日至次年 的7月31日作为一个经营年度。本次披露数据为公司2024年8月1日到2025 年7月31日种业经营情况,总营业收入为种子业务收入,收入、销售数量 所占比例分别为占种子总营业收入、种子总销售数量的比例。 三、营业收入排名前五的业务大类经营情况 国投丰乐种业股份有限公司 2024-2025 种业经营年度经营情况报告 二、总体经营情况 单位:万元、万公斤 | 项目 | 2024 年 8 月 -2025 年 7 月 | 1 日 31 日 | 2023 年 8 -2024 年 7 | 月 1 日 月 31 日 | 同比增减 | | - ...
国投丰乐(000713) - 000713国投丰乐投资者关系管理信息20250911
2025-09-11 11:28
Group 1: Corn Industry - The company’s main corn varieties include Tie 391K, Tie 391, Fengle 520, and WK1505, with revenue growth in the current fiscal year [1] - Tie 391K is one of the first 37 genetically modified corn varieties approved in China, receiving certification in December 2023, and has a wide sales area covering Jilin, Liaoning, Inner Mongolia, and Hebei [1] - Fengle 520 is primarily promoted in the Huang-Huai-Hai region, recognized for its high quality and resistance, opening new market opportunities [2] - WK1505 is rapidly gaining traction in Northeast China, setting new records for the company’s recent variety promotions [2] Group 2: Rice Industry - The rice sector focuses on differentiated and specialized development, enhancing the marketing network and resource integration [2] - The sales of the Le You series and the Xiang Liang You series, including varieties like Nanying 676 and Zhongke Fa Zao Jiang, have seen continuous growth and market recognition [2] Group 3: Mergers and Acquisitions - Mergers and acquisitions are a key strategy for the company, targeting quality firms in the corn and rice seed industries [2] - Planned acquisitions in the corn seed sector will focus on the Huang-Huai-Hai, Southwest, and Northwest markets, while rice acquisitions will target the middle and lower reaches of the Yangtze River and high-quality rice markets in South China [2] Group 4: Agricultural Chemical Business - The agricultural chemical business experienced a decline in revenue and net profit in the first half of 2025 due to multiple factors, including reduced production to enhance safety and environmental standards [3] - The decrease in prices for self-produced raw materials and formulations, along with increased fixed costs from safety investments, contributed to the decline [3] - The company plans to enhance product value, improve channel coverage, and mitigate operational risks in the second half of the year [3] Group 5: Capital Increase Project - The company’s application for a private placement of shares has been approved by the State-owned Assets Supervision and Administration Commission and is under review by the Shenzhen Stock Exchange [3] - The company is currently updating application documents and responses based on the half-year report data [3]
每日投行/机构观点梳理(2025-09-11)
Jin Shi Shu Ju· 2025-09-11 10:36
Group 1 - Morgan Stanley reports that U.S. investor interest in the Chinese market has reached its highest level since 2021, with over 90% of investors expressing willingness to increase exposure to China [1] - BlackRock indicates that AI-driven U.S. tech stocks will remain a global investment focus, while Chinese tech stocks are attracting more overseas investor attention due to significant valuation gaps and favorable industry conditions [2] - Citigroup's CEO expresses optimism about the Middle East's growth over the next decade, driven by investment inflows and emerging industries, while noting that the U.S. is unlikely to enter a recession [4] Group 2 - Fitch raises global GDP growth expectations but notes a slowdown in the U.S. economy and labor market, projecting global growth to decline from 2.9% last year to 2.4% this year [5] - Wells Fargo anticipates the Federal Reserve will cut interest rates five times before mid-2026, reflecting a soft labor market and stable inflation expectations [6] - CITIC Securities highlights a positive outlook for the pharmaceutical sector in A-shares and Hong Kong stocks, suggesting a sustained upward trend in the medium to long term [8] - CITIC Securities expects the "pig cycle" effect to weaken by September, aiding improvements in CPI readings [9] - Huatai Securities predicts an improvement in profitability for bulk chemical products, with downstream products likely to recover first [10] - Guosheng Securities emphasizes the shift towards genetically modified crops and high-yield varieties in China's seed industry, driven by national food security policies [11] - Guolian Minsheng Securities notes improving industry conditions in the cement sector, suggesting a focus on leading companies with advantageous valuations [12]
中国北京种业大会开幕,世界首台育种机器人亮相
Xin Jing Bao· 2025-09-11 09:15
9月11日,第三十二届中国北京种业大会在北京通州国际种业科技园区开幕。本届大会首次由京津冀农 业农村部门联合主办,围绕现代种业、生物制造、智慧农业三大板块,设置"1+7"会场。在科技成果交 流体验活动中,由我国自主研发的世界首台育种机器人"吉儿"首次亮相大会,现场秀绝活儿。 开幕式促成6项合作签约 本届大会首次由京津冀农业农村部门联合主办,来自国际种子联盟等国际组织和26个国家的54名外宾、 29家国家和省级行业协会、上百位行业科学家、950家企业参加主分会场活动,为种业振兴建言献策。 开幕式促成6项合作签约。其中,国际种业合作3项,京津冀合作签约2项,种业成果转化签约1项。 育种机器人15秒可以完成一次授粉 大会同期举办科技成果交流体验活动,在核心区和成果体验区,143家单位的633项农业科技成果集中亮 相,提供沉浸式科技体验。7个智慧农业大模型、29款种业芯片、12项生物育种专利以及46个新品种, 展示了以"人工智能+生物技术+大数据"为基本特征的精准设计育种成果。 在活动现场,由我国自主研发的世界首台育种机器人"吉儿"现场为番茄花授粉,引起观众热情围观。通 过深度学习,机器人可以精准识别花朵和花蕊,机械 ...
世界首台育种机器人“吉儿”亮相中国北京种业大会
Xin Jing Bao· 2025-09-11 08:11
9月11日,第三十二届中国北京种业大会在北京通州国际种业科技园区开幕。本届大会首次由京津冀农 业农村部门联合主办,来自国际种子联盟等国际组织和26个国家的54名外宾、29家国家和省级行业协 会、上百位行业科学家、950家企业参加主分会场活动,为种业振兴建言献策。 ...
国盛证券:种子行业向转基因 耐密高产方向转型
智通财经网· 2025-09-11 03:00
Group 1 - The core viewpoint is that China's new food security strategy emphasizes "basic self-sufficiency in grains and absolute safety in staple foods" [1] - The country has made significant progress in breeding high-yield corn varieties over the past decade, with leading seed companies showing excellent performance in recent years [1][3] - The focus on self-sufficiency is heightened due to external uncertainties, and policies for seed industry revitalization and changes in genetically modified organisms (GMOs) are expected to expand the industry and optimize its structure [1][2] Group 2 - The implementation of a grain yield improvement project has been proposed, with a focus on the transformative potential of GMO breeding [2] - Currently, 161 GMO corn varieties and 19 GMO soybean varieties have been approved, with significant benefits in pest control and yield increase [2] - The trend towards high-density, high-yield corn varieties is gaining momentum, with improvements in planting density being key to increasing corn yields [3] Group 3 - In Q2 2025, major seed companies experienced significant revenue growth, but profits declined for most due to the traditional return season [4] - Inventory pressure has increased for upstream seed companies due to falling agricultural product prices, although overall inventory reduction is healthy [4] - Some companies, such as Kangnong Seed and Dunhuang Seed, have seen positive growth in advance payments, indicating a potential shift in market dynamics [4]
海南省种业实验室与塞内加尔农业研究所签署国际合作协议
Jing Ji Guan Cha Bao· 2025-09-11 02:18
(原标题:海南省种业实验室与塞内加尔农业研究所签署国际合作协议) 海南省种业实验室依托中国唯一热带省份的自然优势,以及三亚国家南繁硅谷、全球动植物种质资源引 进中转基地等国家级平台的资源与技术积累,与塞内加尔广阔可耕地、丰富渔业资源及对优质果蔬、高 效养殖技术的需求精准匹配,未来将通过"实验室育种—田间地头示范—农户技术培训"全流程闭环,把 热带果蔬适配品种、高效水产养殖技术等带到塞内加尔,把塞内加尔地方特色种质资源引进海南。 此次签约能进一步推动海南自贸港汇聚全球农业科技资源,将种业创新优势深度融入国际合作。海南省 种业实验室将以此为契机,加快推动与塞内加尔农业研究所的合作项目落地生根、开花结果,将海南自 贸港的种业创新优势与非洲农业发展需求紧密结合,为巩固中塞友谊、构建新时代全天候中非命运共同 体贡献海南种业力量。 经济观察网 据央视网,近日,海南省种业实验室与塞内加尔农业研究所签署合作协议。 ...
又借利好减持?金华富豪套现60亿,24万股民梦碎“千亿市值”
凤凰网财经· 2025-09-10 13:32
深蓝财经 . 影响价值圈层!创立于2011年,关注中国最具价值公司,是新中产的财富顾问。 来源丨深蓝财经 左手发布利好,右手公告减持,大北农董事长邵根伙又被股民骂了。 昨日晚间,大北农发布关于控股子公司大豆产品获批阿根廷种植许可的公告。由于这个公告先显示出来,有熟悉公司的股民第一反应竟然是"是不是邵根伙 又想减持了"? 以下文章来源于深蓝财经 ,作者深蓝财经 结果,稍晚时候大北农另一个公告出来了。果不其然,公司控股股东、实际控制人邵根伙拟在3个月内减持股份不超过8560.74万股,占总股本的1.99%,减 持原因是降低融资杠杆。 于是,神奇的一幕发生了——上面那位股民随后调侃"xxx,被我说中了"…… 2021年,邵根伙曾高喊"三年实现千亿市值"的目标。结果公司股价在2020年8月见顶后一路震荡下跌,市值从约540亿元高位一路缩水至如今181亿元左右, 市值蒸发约359亿元,跌幅达66%。 一边画饼的背后是源源不断的减持。据"新浪财经-鹰眼工作室"统计,自2019年5月起,邵根伙迄今为止已累计减持公司股票7.73亿股,累计套现约59.78亿 元。若叠加本次减持套现金额约3.6亿元,他将累计套现约63亿元。 从 ...
种业专题报告二:行业向转基因、耐密高产方向转型
GOLDEN SUN SECURITIES· 2025-09-10 09:43
证券研究报告 | 行业专题研究 gszqdatemark 2025 09 10 年 月 日 种植业 种业专题报告二:行业向转基因、耐密高产方向转型 粮食安全,仍是国之根本。我国仍高度重视粮食安全问题,党中央将粮食 安全纳入国家安全大局,确立了"谷物基本自给,口粮绝对安全"新的国 家粮食安全观。我国粮食安全基础仍存在一些薄弱环节,一方面,在人多 地少、资源环境承载能力趋紧以及居民消费结构不断升级的形势下,我国 将长期维持粮食产需总量紧平衡的态势,且粮食结构性矛盾突出,玉米、 大豆等存在产需缺口,近几年我国粮食总进口逐年增加。另一方面,良种 紧缺,作物单产差距较大,1995 年我国玉米、大豆单产均约为美国的 70%, 2023 年我国玉米单产仅为美国的 58.72%,2022 年我国大豆单产为美国 的 59.41%,效率指标相较而言后退,且农药化肥等化学品投入红利渐逝, 粮食保障,需藏粮于技,藏粮于技需种业挺身而出。 国家提出实施粮食单产提升工程。趋势一:转基因生物育种带来行业变革。 转基因目前已经批准 161 个转基因玉米品种和 19 个转基因大豆品种,根 据 2024 年 10 月 29-31 日的福州种子双 ...
杂交玉米核不育制种技术走向产业化
Ke Ji Ri Bao· 2025-09-10 08:37
Core Insights - The article discusses the successful development of a new hybrid corn male sterility breeding technology, known as "nuclear sterility breeding technology," which has been under research for 15 years and is now ready for industrial application [1][2] Group 1: Technology Overview - The nuclear sterility breeding technology integrates transgenic maintainer lines, seed grading devices, and marker screening methods to achieve efficient propagation of male sterile lines and high-purity production of hybrid seeds [1] - This technology addresses the long-standing challenges in hybrid corn seed production, such as reliance on manual or mechanical detasseling, by enabling the use of male sterile lines to reduce production costs and enhance seed purity [1][2] Group 2: Implementation and Results - Since 2022, trials of the nuclear sterility breeding technology have been conducted in multiple regions, including Hainan, Gansu, Xinjiang, Shanxi, and Jilin, demonstrating significant industrial advantages [2] - The technology has shown to increase yields by over 10% in male sterile seed production bases compared to traditional manual detasseling methods under the same cultivation management conditions [2] Group 3: Commercialization Efforts - Sichuan Tianneng Jingxiu Biotechnology Co., Ltd. has been authorized by China Agricultural University to develop the nuclear sterility breeding technology for commercialization [2] - The company has collaborated with Chengdu Hancheng Guangyi Technology Co., Ltd. to develop an intelligent impurity removal machine that enhances impurity removal efficiency by accurately locating and cutting out undesirable plants [2] Group 4: Competitive Advantage - The nuclear sterility breeding technology is positioned as a core component in utilizing hybrid advantages, providing a significant competitive edge that will contribute to the advancement of China's biotechnology breeding industry [2]