证券代码：000998 证券简称：隆平高科 公告编号：2025-34 袁隆平农业高科技股份有限公司 关于调整 2024 年度利润分配预案的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误 导性陈述或者重大遗漏。 二、调整前 2024 年度利润分配的基本情况 公司分别于 2025 年 4 月 25 日、2025 年 5 月 16 日召开第九届董事会第十八次会 议、第九届监事会第十次会议及 2024 年度股东大会，审议通过了《2024 年度利润分 配预案》，具体如下： 根据中国证监会《证券发行与承销管理办法》的规定，上市公司发行证券，存 在利润分配方案、公积金转增股本方案尚未提交股东大会表决或者虽经股东大会表 决通过但未实施的，应当在方案实施后发行。若公司实施 2024 年度利润分配，则在 完成利润分配前，公司不能进行向特定对象发行 A 股股票。鉴于公司向特定对象发 行 A 股股票事项已获得中国证券监督管理委员会同意注册的批复，正在推进过程中， 综合考虑股东利益和公司发展等因素，公司 2024 年度暂不进行利润分配，也不进行 资本公积转增股本。待公司本次向特定对象发行 A 股股票完成后， ...

证券代码：000998 证券简称：隆平高科 公告编号：2025-33 袁隆平农业高科技股份有限公司 本公司及监事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、监事会会议召开及审议情况 袁隆平农业高科技股份有限公司（以下简称"公司"）第九届监事会第十一 次（临时）会议采用通讯方式召开和表决。根据《中华人民共和国公司法》（以 下简称《公司法》）及《袁隆平农业高科技股份有限公司章程》 （以下简称《公司 章程》）的有关规定，本次会议的通知以电子邮件方式于 2025 年 5 月 23 日送达 公司全体监事。本次会议的召集和召开符合《公司法》及《公司章程》的有关规 截至 2025 年 5 月 28 日，公司董事会办公室共计收到 3 位监事的有效表决票， 定。 现根据监事表决意见形成如下决议： （一）审议通过了《关于调整 2024 年度利润分配预案的议案》 鉴于近期公司已完成向特定对象发行 A 股股票事项，且向特定对象发行股 份事宜已于 2025 年 4 月 28 日在中国证券登记结算有限责任公司深圳分公司办理 完成股份登记托管手续，并于 2025 年 5 月 14 日在深圳证券 ...

Core Viewpoint - The pharmaceutical sector has shown strong performance this year, with significant gains in various related stocks, while other sectors like industrial metals and communication devices have faced declines [2][3][6]. Pharmaceutical Sector - Pharmaceutical stocks have performed strongly, with the Helicobacter pylori concept leading the gains. Notable stocks include Kintor Pharmaceutical, which hit a 20% limit up, and *ST Sailong, which achieved 13 limit ups in 17 trading days [3]. - The Hong Kong pharmaceutical sector also saw a comprehensive rise, with indices related to innovative drugs and healthcare showing significant increases. The innovative drug index rose nearly 11% year-to-date, with 6 stocks gaining over 100% [6]. - Major pharmaceutical companies are gaining international recognition for their innovative drug development capabilities, indicating a competitive edge in the global market [7]. Agriculture, Forestry, Animal Husbandry, and Fishery Sector - The agriculture, forestry, animal husbandry, and fishery sector saw a collective rise, with stocks in fisheries, pet economy, and food processing experiencing significant gains. Companies like Baolingbao and Xiyang Food reached their daily limit up [8]. - The food processing industry is expected to expand significantly, with a projected global market size of 26.4 trillion yuan by 2029, driven by health-conscious consumer trends [10]. - Consumption stimulus policies in China, particularly in maternal and infant care, are boosting demand in related sectors, attracting institutional attention [11]. Company Highlights - Lihai Food reported strong sales performance for its UHT product line, with expected sales nearing 500 million yuan in 2024, marking a nearly twofold increase year-on-year [11]. - Zhongnong Lihua announced a significant increase in cash dividends, with a projected payout ratio of 59.48% for 2024, reflecting a commitment to shareholder returns [12]. - The vitamin, NMN concept, and biopharmaceutical sectors also saw strong activity, with companies like Huason Pharmaceutical and Yuheng Pharmaceutical achieving limit up [13].

稿源：长沙晚报 2025-05-26 06:38 揭榜挂帅，为中国式现代化挺膺担当 "创青春"中国青年创新创业周在长沙启幕，1300余名来自全国的青年科学家、创业先锋、创投精英共赴双创之 约 长沙晚报全媒体记者 凌晴 唐朝昭 5月25日，星城长沙迎来一场青春梦想与创新创业的双向奔赴。 由共青团中央、商务部、国家卫生健康委、国家税务总局、中共湖南省委联合举办的"创青春"中国青年创新创 业周开幕，1300余名来自全国的青年科学家、创业先锋、创投精英齐聚湘江之畔，以"青春为中国式现代化挺膺 担当"为主题，共商青年创新创业发展大计。 会场扫描 共赴创新之约，绘就现代化建设青春图景 开幕会上，中国青年科技工作者协会会长、中国科学院院士郑海荣作主题分享。全国高水平大学、全国知名创 投机构和优秀创业青年代表，以及6位本省创业代表、来湘创业代表分别进行了主题宣讲。21位来自全球的创业 青年展示创业成果，共同发布创业倡议。 与会嘉宾聚焦主题、共商大计，一致认为，党的二十届三中全会对构建支持全面创新体制机制作出了重要部 署，完善青年创新创业人才培育机制、营造更好更优的创新创业环境，对于构建现代化经济体系、实施创新驱 动发展战略目 ...

Group 1: Agricultural Consumption Market - From May 2025, 56 institutions have conducted research on Yizhi Konjac, with 33 being overseas institutions. The company anticipates growth in konjac powder driven by three main scenarios: increased demand for konjac-based snacks, expansion in the konjac tea ingredient market, and deeper applications in food processing [1] - Yizhi Konjac's production capacity includes 10,000 tons for konjac snacks, 15,000 tons for konjac ingredients, and 3.5 tons for konjac balls. The company is also expanding its production capacity to meet market demand [1] Group 2: Seed Industry Insights - The corn seed industry in China is currently facing an oversupply, presenting both challenges and opportunities for seed companies. The government emphasizes food security, which supports the healthy development of the seed industry. Companies with superior varieties and marketing capabilities are expected to gain market share and improve profitability [2] - Qiule Seed Company reported a decline in performance in Q1 2025 due to intense competition in the corn seed market. The company plans to optimize its product structure and expand market promotion areas to increase market share [2] Group 3: Pharmaceutical Product Promotion - Sanyuan Gene indicated that 2024 is a critical year for centralized procurement, with a significant acceleration in hospital access expected in the second half of the year. The company aims to add over 1,100 new medical terminals and reach a total of over 6,000 hospitals [3] - Nothland announced that its NL003 ulcer drug submitted for registration in July 2024 received a supplementary data request from the regulatory authority, and the company is working on commercializing the product by establishing a sales division and conducting market research [3] Group 4: New Product Launch - Jinbo Bio is actively promoting its injectable recombinant type III humanized collagen gel product and has launched the HiveCOL "honeycomb" collagen tissue network gel technology at the 78th Cannes Film Festival [4]

证券研究报告 | 行业策略 gszqdatemark 2025 05 25 年 月 日 行业走势 -30% -20% -10% 0% 10% 20% 2024-05 2024-09 2025-01 2025-05 农林牧渔 沪深300 作者 农林牧渔 传统与革新交织，优选景气与成长——2025 年中期策略 过去半年，我们看到各肉类蛋白价格保持坚挺，消费有所回升，此外种植 业关注拉尼娜天气周期临近，作物丰产预期或将结束，均指向传统消费领 域景气度好于预期，在市场一致性悲观的时间段里潜在长线的配置机会。 传统消费之外，新消费的方向逐步走向清晰。从大类来看，增进健康与收 获快乐的新消费亮点频现。符合年轻一代快乐消费的主要方向就是宠物相 关行业，包括宠物食品、医疗等，国产品牌在中高端市场加速发力，业绩 与预期双重增强。而涉及健康领域的新方向，包括减糖意识深化带来代糖 产业崛起，健康食品概念的魔芋、金针菇，视力保护概念水果蓝莓等，都 有颇多亮点。 投资建议。基于各板块景气判断与策略，关注标的如下：生猪养殖：牧原 股份、温氏股份、神农集团等；家禽与其他养殖：圣农发展、禾丰股份、 益生股份、立华股份、光明肉业；水产饲料：海 ...

Group 1: Agricultural Development and Modernization - The core message emphasizes the importance of food security and the need to strengthen farmland protection and construction, as highlighted by President Xi Jinping during his visit to Henan [2][8][12] - The article discusses the transformation of Ma Hua Village into a collective enterprise, integrating resources for the production of traditional snacks, which has led to improved quality and market competitiveness [2][4][5] - The village's production value of Ma Hua is projected to exceed 40 million yuan in 2024, showcasing the economic impact of modern agricultural practices [5] Group 2: Innovation in Agricultural Practices - The article highlights the role of agricultural scientists like Han Yulin in developing high-quality wheat varieties, which are crucial for ensuring food security [8][9] - New wheat varieties such as Zhou Mai 36 and Zhou Mai 49 have been developed, with Zhou Mai 36 being planted on over 23 million acres, contributing significantly to national grain production [9][10] - The focus on seed technology innovation is underscored as essential for enhancing agricultural productivity and ensuring food safety [8][9] Group 3: Economic Impact of Agricultural Cooperatives - The establishment of vegetable trading markets in villages has led to increased income for farmers, with some households earning over 40,000 yuan annually [13][14] - The cooperative model in South Society Village has transformed it into a demonstration village for rural revitalization, with a significant increase in vegetable production and sales [13][14] - Investment in modern facilities for seedling production and processing is expected to further enhance the value chain in the agricultural sector [14]

Group 1: High-Quality Development and Economic Resilience - The core message emphasizes the necessity of high-quality development as a requirement for modernization in China, urging confidence in handling external complexities and focusing on stabilizing employment, enterprises, and market expectations [3][4]. - Companies like Zhiyou Home Technology have shown resilience with a 13.56% year-on-year revenue growth in Q1, despite a challenging international trade environment [4]. - The importance of building overseas supply chains and compliance in operations has been highlighted as a strategy for companies to enhance their risk management capabilities [4]. Group 2: Capital Empowerment and Industrial Transformation - The establishment of the Henan Capital Group aims to support the transformation and upgrading of the real economy, focusing on nurturing new productive forces and enhancing the modern industrial system [6][8]. - A 50 billion yuan fund has been initiated to promote the development of the green steel industry, showcasing a market-driven approach to industry consolidation and advancement [6]. - The creation of a new energy industry development matrix aims to integrate social capital and enhance collaboration between renewable energy and advanced manufacturing sectors [7]. Group 3: Agricultural Innovation and Food Security - The significance of seed industry development as a strategic and foundational core industry for ensuring food security has been emphasized, with companies like Qiule Seed Technology leading in technological advancements [9][10]. - Qiule Seed Technology has focused on enhancing seed quality and production efficiency through modernized and digitalized processes, ensuring a stable supply of high-quality seeds [9][10]. - The company aims to expand its operations along the entire agricultural value chain, promoting a "seed industry+" ecosystem to enhance agricultural productivity [9]. Group 4: Housing and Talent Attraction - The development of high-quality rental housing is seen as crucial for attracting and retaining talent in Henan, with initiatives like the establishment of talent apartments to support young professionals [11][12]. - As of April 25, 2023, 39 talent apartment projects have been launched, providing 59,000 housing units and serving over 70,000 young talents [11]. - The government is committed to increasing the supply of affordable rental housing, with 42 projects underway, aiming to create a multi-tiered rental housing supply system [12].

□特定对象调研 √业绩说明会 证券代码：837403 证券简称：康农种业 公告编号：2025-050 湖北康农种业股份有限公司 投资者关系活动记录表 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、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 □其他 二、 投资者关系活动情况 活动时间：2025 年 5 月 21 日(星期三)15：00-16:00 活动地点：价值在线（www.ir-online.cn） 参会单位及人员：通过网络方式参加公司 2024 年年度报告说明会的投资者 上市公司接待人员：公司董事、总经理彭绪冰先生；董事、董事会秘书李丹 妮女士；财务负责人邓恢勇先生；一创投行保荐代表人刘毅先生。 三、 投资者关系活动主要内容 回答：尊敬的投资者，您好。目前我国玉米种子行业整体供大于求的局面对 于种业企业既是挑战也是机遇。从宏观层面讲，我国将粮食安全摆在极为重要的 位置，从政策层面对种业良性发展起到了良好的支撑。从行业和企业层面讲，种 业行业竞争加剧有助于 ...

Group 1 - The genetically modified (GM) concept sector declined by 2.81%, ranking among the top declines in concept sectors as of the market close on May 22 [1] - Key companies within the GM sector that experienced significant declines include KQ Bio, Jincheng Pharmaceutical, and Batian Agricultural [1] - The GM concept sector saw a net outflow of 171 million yuan in main funds today, with 13 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 10 million yuan [2] Group 2 - The stock with the highest net outflow was Dabeinong, with a net outflow of 45.6868 million yuan, followed by Jincheng Pharmaceutical and Batian Agricultural with net outflows of 35.9827 million yuan and 21.2855 million yuan, respectively [2] - Other companies with notable net outflows include Qianyuan High-Tech and Nongfa Seed Industry, with outflows of 13.8355 million yuan and 11.1082 million yuan, respectively [2] - Conversely, Shennong Seed Industry and Fengle Seed Industry were among the few stocks with net inflows, receiving 9.7587 million yuan and 0.8193 million yuan, respectively [2]