6月10日连板股分析：连板股晋级率近四成 航运、稀土、种业板块午后爆发 | 连板数 | 晋级率 | 2025-6-10 | | --- | --- | --- | | 6进7 | 1/1=100% | 共创草坪(体育) | | 4进5 | 1/2=50% | 易明医药(实控人变更+医药) | | 2进3 | 3/9=33% | 德新科技 (固态电池+机器人) | | | | 金鹰股份(锂电池) | | 1进2 | 8/52=15% | 旭光电子 (核电+算力) | | | | 甬金股份(核电) | | | | 苏州龙杰(化工) | | | | 北矿科技(稀土永磁) | | 其他涨停 | | 永悦科技7天5板 (无人机+摘帽) | | | | 龙蟠科技6天3板(固态电池) | 今日共45股涨停，连板股总数13只，其中三连板及以上个股5只，上一交易日共13只连板股，连板股晋级率38.46%（不含ST股、退市股）。个股方面，全市 场超4000只个股下跌，短线分歧加大，共创草坪虽然晋级7连板，但午后数度开板，百利电气断板，联化科技尾盘炸板跳水，此外广康生化、滨海能源、舒 泰神等人气股大幅收跌。板块方面，午后指数快速跳 ...

TMT行业全线调整，半导体、算力、AI应用、金融科技、消费电子概念股跌幅靠前。离境退税、稀土永磁、种业题材午后逆势上 涨；新消费、创新药概念股活跃。 6月10日，早盘三大指数维持震荡，午后走弱。截至收盘，沪指跌0.44%，深成指跌0.86%，创业板指跌1.17%。 种业题材午后直线拉升，截至收盘，秋乐种业涨近12%，康乐种业涨超10%，神农种业涨超8%，辉隆股份、润农节水等跟涨。 稀土永磁板块逆势上涨，中科磁业20%涨停，银河磁体涨逾10%，金力永磁涨逾2%。 半导体板块领跌，乐鑫科技、翱捷科技跌超6%，炬芯科技、凯德石英、斯特威等跟跌。 【主力资金】 中信证券：创新药临床数据优异，维持行业强于大市。 主力资金全天净流入银行、医药生物、电力设备、公用事业、基础化工、有色金属、轻工制造等板块，净流出计算机、电子、国 防军工、汽车、机械设备、传媒、通信等板块。 具体到个股来看，乐山电力、中文在线、工商银行获净流入6.68亿元、5.38亿元、4.79亿元。 净流出方面，海光信息、东方财富、浪潮信息遭抛售8.67亿元、7.56亿元、5.37亿元。 【机构观点】 中泰证券：目前指数仍处于密集成交区域，震荡行情或将延续。 ...

"聪明钱"流向曝光！暗盘资金破解主力操盘密码>> 转基因板块直线拉升，秋乐种业涨超10%，神农种业（300189）、康农种业、荃银高科（300087）、丰 乐种业（000713）、敦煌种业（600354）等跟涨。 ...

Group 1 - The article highlights the ongoing summer harvest, planting, and management activities across various regions in China, emphasizing the role of advanced agricultural technologies in enhancing production and ensuring a solid foundation for harvests [1][2] - In Henan Province, a significant achievement was reported with a wheat yield of over 800 kilograms per mu (approximately 1,333 kg per hectare) for a farmer who utilized a high-yield wheat variety known for its strong tillering ability and resistance to adverse conditions [1] - The introduction of new wheat varieties in Henan aims to improve resilience against harsh weather, with 96 new varieties planted in Xinxiang County, expected to yield 100 million kilograms of seeds to supply at least 5 million mu (approximately 3.33 million acres) across the Huang-Huai-Hai region [1][2] Group 2 - As of June 9, Henan Province has harvested 84.64 million mu of wheat, accounting for 99.4% of the planted area, with large-scale mechanized harvesting nearly complete [2] - The summer sowing area in Henan reached 76.62 million mu, which is 85.1% of the expected area, while grain crops have been sown on 57.52 million mu, also 85% of the anticipated area [2] - In Anhui Province, advanced planting techniques are being employed, such as a new vacuum seed drill that achieves a 95% qualification rate and reduces seed usage by 10% compared to traditional methods [2] - The integration of "tillage and sowing" models with real-time adjustments for water and fertilizer supply based on crop needs and environmental conditions has significantly improved operational efficiency [2][3] - In Jiangsu Province, the use of automated seedling machines has reduced the time required for rice seedling preparation from 20 days to approximately 12 days for 30 mu of land [2][3]

监督效能正转化为发展动能，一粒粒"小种子"正成长为富民强县的"大产业"。如今，梓潼县已形成"科 研院所+龙头企业+制种合作社+农户"的产业化体系，建成百亩集中连片长期稳定的种子生产基地92 个，水稻制种标准化生产示范基地5个，水稻制种面积常年稳定在3万亩以上，年产良种700余万公斤， 可供700多万亩水稻生产用种，年均产值1.5亿元以上。 黎雅镇兰花村制种大户胡代国一边指挥着插秧机手，一边告诉前来走访的县纪委监委工作人员："我今 年又扩大了制种面积，种了100亩。现在育苗、插秧，包括将来授粉、收割、烘干，基本都是机械化， 进一步降低了成本。今年预计收入32万元以上。"（通讯员 徐旭 赵丸钦） "我们既要当好'监督员'，更要做好'护航者'。"梓潼县纪委监委相关负责同志介绍，在监督检查过程 中，该县纪委监委综合运用"室组地+职能部门"联动机制，加强对农业农村、水利、市场监管等职能部 门履职情况的监督检查，督促相关部门落实保障职责，做好农用物资供应、技术指导服务、水利设施修 复、规范农资产品市场等工作。 前一阵，梓潼县纪委监委在走访中了解到，该县卧龙镇桂花村两处提灌站因设备老化导致灌溉效率低 下。在核实情况后，立即 ...

Core Viewpoint - Hefei Fengle Seed Industry Co., Ltd. is planning to issue A-shares to specific investors to raise funds for working capital and repaying bank loans, subject to regulatory approvals [1][2][3]. Group 1: Issuance Details - The issuance price is set at 5.91 yuan per share, which is not less than 80% of the average trading price over the last 20 trading days prior to the pricing date [3]. - The total amount raised will be used entirely for supplementing working capital and repaying bank loans after deducting relevant issuance costs [3]. - The shares acquired through this issuance will be subject to a lock-up period of 36 months from the date of issuance [3][4]. Group 2: Shareholder Structure - The controlling shareholder of the company is Guotou Seed Industry Technology Co., Ltd., which is wholly owned by the State Development Investment Corporation [12][13]. - The company underwent a change in controlling shareholder from Hefei Construction Investment Holding Group to Guotou Seed Industry in April 2024 [13]. Group 3: Financial Performance - The company reported a net cash flow from operating activities of 396.0586 million yuan, indicating a downward trend in cash flow due to increased operational expenditures and rising inventory [7]. - The company's inventory at the end of the reporting period was valued at 989.2043 million yuan, representing 45.13% of its current assets, which poses a risk of inventory impairment [8]. Group 4: Industry Characteristics - The seed industry is sensitive to climate conditions, making it vulnerable to natural disasters that can affect seed production quality and yield [7]. - The company operates under a "company + base + farmer" model, where it collaborates with production bases and farmers to produce seeds [7]. - The agricultural sector, including seed production, is regulated by the Ministry of Agriculture and Rural Affairs, which oversees seed quality and production standards [16][17].

证券代码：000713 证券简称：丰乐种业 公告编号：2025--027 合肥丰乐种业股份有限公司 关于向特定对象发行股票的审核问询函回复 及募集说明书等申请文件修订的提示性公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 （审核函〔2025〕 向特定对象发行股票的申请文件进行了审核，并形成了审核问询问题。 公司收到《审核问询函》后，会同相关中介机构对《审核问询函》所 列问题进行逐项回复和说明，同时对募集说明书等申请文件进行补充和更 新，并根据相关要求对《审核问询函》相关问题的回复予以披露，具体内 容详见公司在巨潮资讯网（http://www.cninfo.com.cn）披露的相关公告文 件。 公司本次向特定对象发行股票事项尚需通过深交所审核，并获得中国 证券监督管理委员会（以下简称"中国证监会"）作出同意注册的决定后方 可实施。本次向特定对象发行股票事项最终能否通过深交所审核，并获得 中国证监会同意注册的批复及其时间尚存在不确定性。公司将根据该事项 的进展情况及时履行信息披露义务，敬请广大投资者谨慎决策，注意投资 风险。 特此公告。 合肥丰乐种业股份有限公司 ...

Core Insights - The 11th Chengdu Seed Industry Expo opened on June 8, showcasing over 10,000 new and unique agricultural products from more than 500 domestic and international companies [1] - The expo aims to enhance agricultural competitiveness and features high-end forums discussing the latest in variety research and technology promotion [1] Group 1 - The exhibition area covers approximately 20,000 square meters, with nearly 3,000 new fruit and vegetable varieties displayed in the field [2] - The event emphasizes a comprehensive approach to the agricultural industry, focusing on platform construction, industrial clusters, technological breakthroughs, and industry exchanges [1] - The expo has become a well-known industry showcase in the western region of China, providing an optimal platform for new varieties [1] Group 2 - The "Field Classroom + Fresh Food Tasting" model was introduced, allowing professional buyers to directly understand the advantages of new fruit and vegetable varieties [2] - The event is organized by the Sichuan Seed Association and Chengdu Seed Industry Association, with guidance from various agricultural institutions [2]

◆ | 涨幅前 | 万辰集团 | 邦基科技 | 永顺泰 | 罗牛山 | *ST 佳沃 | | --- | --- | --- | --- | --- | --- | | 五 | 14.6% | 14.1% | 10.5% | 7.8% | 7.6% | | 跌幅前 | 瑞普生物 | 田野股份 | 晓鸣股份 | 天康生物 | 雪榕生物 | | 五 | -14.4% | -10.9% | -5.6% | -4.0% | -3.4% | 资料来源：iFinD，中航证券研究所整理 ◆ ◆ 1 [证券研究报告] 正常节奏出栏,意在推动行业理性经营,以及稳定远期生猪价格和产能。此外,对二 次育肥的约束也将有利于行业减少投机行为、减轻短期价格波动。整体上新的行业举 措将维护行业正常生产经营,也有利于推动产业长期高质量发展。 交易上,生猪板块具备长期配置价值,关注优化行业经营发展举措给板块预期 带来的推动。一是股价先于周期，生猪板块估值水平处于历史低位。截至６月６日， 万得猪产业指数为 926.06 点，整体 PB 估值 2.55 倍，处于近 10 年 2.13%分位点, 估值具备较好性价比。二是生猪行业优势企业红利属性增强 ...

投资要点： 行 华福证券 农林牧渔 2025 年 06 月 08 日 业 研 究 农林牧渔 养殖出栏加速，猪价跌破 14 元 行 业 定 期 报 告 生猪养殖：养殖出栏加速，猪价跌破 14 元。（1）本周猪价下跌。端 午假期后，养殖端出栏加速，叠加气温升高大猪需求下降，二育补栏积极 性下降，猪价宽幅下调，已跌破 14 元/公斤。6 月 8 日猪价 13.91 元/公斤， 周环比-0.51 元/公斤。（2）节后消费回落，屠企宰量下滑。端午节后消费 惯性回落，5 月 31 日-6 月 6 日涌益样本屠企日均宰杀量为 14.58 万头，周 环比-2.21%。（3）本周生猪出栏均重继续下降。随气温升高，大猪需求量 减少，肥标价差缩窄，养殖端压栏增重情绪减弱，6 月 5 日当周生猪出栏 均重 129.17kg，周环比-0.01kg。展望后市，短期来看，涌益/钢联/卓创监测 6 月样本企业日均出栏预计环比+4.39%/+2.84%/+3.88%，供应压力预计增 大。叠加气温升高抑制养殖端压栏增重意愿，行业去库存开启，猪价预计 承压下行，关注行业降重情况。中期来看，全国能繁母猪存栏缓慢回升， 2025 年猪周期下行背景下， ...