证券代码：002548 证券简称：金新农 公告编号：2025-059 深圳市金新农科技股份有限公司 （三）2025 年 07 月 15 日至 2025 年 07 月 24 日，公司内部公示本次激励计 划激励对象的姓名和职务。公示期满，公司董事会薪酬与考核委员会、监事会均 未收到对本次拟激励对象提出的异议。 （四）2025 年 07 月 26 日，公司披露《董事会薪酬与考核委员会关于 2025 年股票期权与限制性股票激励计划激励对象名单的公示情况说明及核查意见》 《监事会关于 2025 年股票期权与限制性股票激励计划激励对象名单的公示情况 说明及核查意见》《关于 2025 年股票期权与限制性股票激励计划激励对象及内 幕信息知情人买卖公司股票情况的自查报告》。 限制性股票授予对象及授予数量的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 深圳市金新农科技股份有限公司（以下简称公司）于 2025 年 08 月 12 日分 别召开第六届董事会第十五次临时会议和第六届监事会第十二次临时会议，审议 通过《关于调整 2025 年股票期权与限制性股票激励计划之限制性股票 ...

证券代码：002548 证券简称：金新农 公告编号：2025-061 深圳市金新农科技股份有限公司 关于 2025 年股票期权与限制性股票激励计划之向激励对象 首次授予限制性股票的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 深圳市金新农科技股份有限公司（以下简称公司）于 2025 年 08 月 12 日分 别召开第六届董事会第十五次临时会议和第六届监事会第十二次临时会议，审议 通过《关于 2025 年股票期权与限制性股票激励计划之向激励对象首次授予限制 性股票的议案》，认为公司 2025 年股票期权与限制性股票激励计划（以下简称 本次激励计划）之限制性股票激励计划的授予条件已成就，同意向激励对象首次 授予限制性股票，有关情况如下： 一、股权激励计划简述及已履行的程序 （一）股权激励计划简述 授予 209.00 万股，占公司总股本的 0.26%，占限制性股票授予总额的 7.37%。 激励对象完成限制性股票登记前，如公司发生资本公积转增股本、派发股票 红利、股票拆细、配股、缩股等事项的，限制性股票的授予数量将做出相应调整。 （含子公司）其他核心技术、管理 ...

证券代码：002548 证券简称：金新农 公告编号：2025-060 深圳市金新农科技股份有限公司 关于 2025 年股票期权与限制性股票激励计划之向激励对象 授予股票期权的公告 （一）股权激励计划简述 激励对象完成股票期权行权前，如公司发生资本公积转增股本、派发股票红 利、股票拆细、配股、缩股等事项的，股票期权的授予数量将做出相应调整。 子公司）其他核心技术、管理、业务人员 26 人，不包括公司独立董事、监事、 单独或合计持有公司 5%以上股份的股东或实际控制人及其配偶、父母、子女。 部行权或者注销完毕之日止，最长不超过 48 个月。 授予股票期权的等待期分别为自股票期权授予登记完成之日起 12 个月、24 个月、36 个月。 授予股票期权的行权安排如下： 行权安排 行权期间 行权比例 自授予登记完成之日起 12 个月后的首个交易日起至授 第一个行权期 30% 予登记完成之日起 24 个月内的最后一个交易日当日止 自授予登记完成之日起 24 个月后的首个交易日起至授 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 深圳市金新农科技股份有限公司（以下简称公司） ...

Group 1 - The company has completed the registration of stock options for its executives, with provisions for reallocating ungranted options in case of employee departure or voluntary waiver [2] - The board of directors has the authority to redistribute ungranted restricted stocks to other eligible recipients or adjust them to reserves before the completion of registration [2] - The company has a total of 144 core technical, management, and business personnel involved in the stock option and restricted stock incentive plan [2]

Core Viewpoint - The fourth China-Japan-South Korea Agricultural Ministers' Meeting was held in Incheon, South Korea, focusing on six core issues including food security and sustainable agriculture, marking the resumption of discussions after a seven-year hiatus [1][2]. Group 1: Meeting Highlights - The meeting addressed challenges such as climate crisis, cross-border disease transmission, and supply chain instability, emphasizing the importance of information sharing and joint responses [1]. - The ministers agreed to expand complementary cooperation in areas like smart agriculture, green low-carbon agriculture, and the cultivation of new farmers [1][2]. - A joint communiqué was signed post-meeting, establishing a consensus on holding regular and institutionalized meetings, with the next meeting scheduled to take place in Japan [3]. Group 2: Future Cooperation - The Chinese Minister expressed a willingness to engage in candid dialogue with Japan and South Korea to build a more resilient and comprehensive agricultural cooperation framework [1][2].

Group 1 - The meeting between China Construction Bank Shandong Branch and Water Development Group focused on deepening strategic trust and expanding green finance cooperation [2][3] - Water Development Group is concentrating on its core business, optimizing its layout, and enhancing technological empowerment in key areas such as water infrastructure, renewable energy, and modern agriculture [3] - China Construction Bank Shandong Branch praised Water Development Group's strategic alignment with national policies on green development and the dual carbon goals, indicating a strong potential for collaboration in financing key projects [5] Group 2 - China Construction Bank Shandong Branch plans to leverage its expertise in project financing, green credit, and comprehensive financial services to support Water Development Group's initiatives in water management, clean energy, and modern agriculture [5] - The collaboration may include traditional credit, asset securitization, equity financing, supply chain finance, and full-process engineering cost supervision and consulting services [5] - Both parties aim to create a mutually beneficial partnership that integrates financial capital with green industries [5]

Group 1 - The third China International Supply Chain Promotion Expo opened at the China International Exhibition Center in Beijing, showcasing various sectors and innovations in supply chain integration [1] - The advanced manufacturing chain focuses on sectors such as rail transportation, aerospace, low-altitude economy, industrial automation, and intelligent manufacturing, highlighting the deep integration and complementarity between domestic and foreign enterprises [2] - An innovation chain area was created this year to demonstrate the entire process of innovation results transformation and application in a real-world setting [5] Group 2 - The green agriculture chain area offers a richer and more comprehensive journey into green health, emphasizing sustainable agricultural practices [10] - The supply chain service area continues to showcase end-to-end full-link demands, with a significant increase in internationalization [15] - The digital technology chain focuses on artificial intelligence as a core theme, demonstrating AI's transformative impact across various industries [21] Group 3 - The health living chain integrates traditional medicine, healthy living, and consumer goods, forming a comprehensive health industry chain from birth to old age [29] - The smart automotive chain area presents a complete new energy vehicle industry chain, emphasizing low-carbon transformation and technological empowerment [34] - The clean energy chain showcases the entire cycle from supply to consumption, reflecting the new trends in high-quality development within the clean energy sector [40]

Core Viewpoint - Heilongjiang Hegang is experiencing a transformation from a low-cost housing market to a desirable living destination, driven by industrial upgrades and ecological value release, attracting more residents from outside the city [1][4]. Housing Market Dynamics - From 2019 to 2024, the transaction volume of second-hand houses in Hegang increased from 6,953 units to 16,304 units, a growth of approximately 134% [4]. - The proportion of houses purchased by non-local buyers rose significantly, from 16.31% in 2019 (1,134 units) to 34.05% in 2024 (5,680 units), indicating a nearly fourfold increase in the number of transactions [4][8]. - The average price of new commercial housing increased from 3,046 yuan per square meter to 3,860 yuan per square meter during the same period [4]. Urban Development and Quality of Life - Hegang has transformed its urban landscape by converting former mining areas into parks and recreational spaces, with a green coverage rate of 43.55% and a total green area of 2,252.005 hectares [9]. - The city has built 23 parks and 24 squares, enhancing the quality of life and making it a more attractive place to live [9]. - The local government has invested over 80% of its fiscal expenditure into improving living conditions and promoting green urban transformation [8]. Policy Initiatives - Hegang's government has implemented the "Six Preferences" and "Six Shares" policies to attract new residents, offering subsidies and tax reductions for home purchases by non-local residents [12][13]. - These policies aim to create a favorable environment for employment and entrepreneurship, encouraging non-local residents to settle in Hegang [12][13]. - The initiatives have successfully attracted a number of new residents who have established businesses and integrated into the local community [13][14].

Report Summary 1. Report Industry Investment Rating No investment rating information is provided in the reports. 2. Core Views The reports present daily data on various futures, including stock index futures, treasury bond futures, precious metal futures, and container shipping futures, along with related indicators such as spreads, basis, and price ratios, to help investors understand market trends and price relationships. 3. Summary by Relevant Catalogs Stock Index Futures Spread Daily Report - **Price Spreads**: Provides current values, changes from the previous day, 1 - year and all - time historical quantiles for various stock index futures spreads, including IF, IH, IC, and IM, covering both spot - futures spreads and inter - delivery spreads [1]. - **Cross - Variety Ratios**: Presents ratios and their changes for different cross - variety combinations, such as CSI 500/CSI 300, IC/IF, etc., along with their historical quantiles [1]. Treasury Bond Futures Spread Daily Report - **Basis**: Shows the basis, its change, and the percentile since listing for different treasury bond futures (TS, TF, T, TL), as well as the internal rate of return (IRR) for TS [2]. - **Inter - Delivery Spreads**: Reports the inter - delivery spreads and their changes and historical percentiles for different treasury bond futures contracts [2]. - **Cross - Variety Spreads**: Provides cross - variety spreads and their changes for different combinations of treasury bond futures [2]. Precious Metal Spot - Futures Daily Report - **Prices**: Presents domestic and foreign futures closing prices, spot prices, and their changes and percentage changes for gold and silver [4]. - **Basis**: Reports the basis, its change, and historical 1 - year quantiles for different combinations of precious metal spot and futures [4]. - **Price Ratios**: Shows price ratios and their changes for different precious metal combinations [4]. - **Interest Rates and Exchange Rates**: Provides data on 10 - year and 2 - year US Treasury yields, 10 - year TIPS Treasury yields, the US dollar index, and the offshore RMB exchange rate, along with their changes [4]. - **Inventory and Holdings**: Reports inventory and holding data and their changes for precious metals in different markets [4]. Container Shipping Industry Spot - Futures Daily Report - **Spot Quotes**: Presents spot quotes and their changes for different shipping companies on the Shanghai - Europe route [6]. - **Container Shipping Indexes**: Provides settlement price indexes and their changes for different container shipping routes, as well as Shanghai export container freight rates and their changes [6]. - **Futures Prices and Basis**: Reports futures prices, their changes, and basis data for container shipping futures contracts [6]. - **Fundamental Data**: Includes data on global container shipping capacity supply, port - related indicators, monthly export amounts, and overseas economic indicators, along with their changes [6]. Overseas and Domestic Data/Information Report - **Overseas Data**: Lists economic indicators and financial events in the eurozone and the US, including economic sentiment indexes, inflation rates, and small - business confidence indexes [9]. - **Domestic Data**: Presents economic indicators and events in different domestic sectors, such as port inventories, to - port forecasts, and production - sales ratios [9].

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - Overseas, there is a complex situation with tariff extensions, an expanded list of Fed Chair candidates, and expectations of a cease - fire in the Russia - Ukraine conflict, causing risk appetite to fluctuate. Attention is on the US CPI data to judge the Fed's interest - rate cut path. In China, the "anti - involution" sentiment on the supply side has restarted, the new energy market has been boosted, the stock market has risen with heavy trading volume, and the bond market has adjusted significantly. The stock market may turn to a volatile trend after breaking through the high point, and the bond market opportunities may be catalyzed by the central bank's bond - buying and weakening fundamentals [2][3]. - For precious metals, with the risk of US gold import tariffs removed and the new suspension of tariffs between China and the US, the short - term prices of gold and silver are expected to continue to correct [4]. - For copper, although the short - term price is under pressure due to the partial resumption of a Chilean mine and a slight rebound in the US dollar index, it is expected to turn stronger after the adjustment [5][6]. - For aluminum, the market continues to be in a state of game. With the increase in inventory and the high price affecting downstream procurement, but a warm macro - atmosphere, the price will maintain a volatile trend [7][8]. - For alumina, the short - term price is volatile, and the long - term pressure may increase due to the expected increase in supply [9][10]. - For zinc, the short - term price is expected to be mainly volatile, waiting for the guidance of US inflation data [11]. - For lead, due to stable supply, limited improvement in consumption, and approaching contract delivery, the price is expected to maintain a narrow - range oscillation [12]. - For tin, the short - term prices at home and abroad are expected to be firm, but caution is needed due to the upcoming US inflation data [13][14]. - For industrial silicon, with the fermentation of the "anti - involution" sentiment, the short - term futures price is expected to maintain a strong and volatile trend [15][16]. - For lithium carbonate, with the realization of resource disturbances and the potential for further escalation, the price can be cautiously bullish, but attention should be paid to the potential pressure from Australian mines [17]. - For nickel, although the short - term price is boosted by the warming macro - expectations, the fundamentals are still weak, and attention should be paid to the pressure at the previous high [18]. - For crude oil, the short - term price is volatile, waiting for the result of the US - Russia summit meeting [19]. - For steel products, with continuous inventory accumulation, the price is expected to maintain a volatile and rebound trend due to the upcoming supply contraction from the military parade production restrictions [20]. - For iron ore, with a significant decrease in arrivals and stable demand, the price is expected to be volatile [21][22]. - For soybean and rapeseed meal, due to the uncertainty of policies and the possible impact of precipitation on soybean growth, the short - term price of soybean meal may be in a wide - range oscillation [23][24]. - For palm oil, with the inventory increase lower than expected and strong export demand, the short - term price is expected to be volatile and strong [25][26]. 3. Summary by Relevant Catalogs 3.1 Metal Main Varieties Yesterday's Trading Data - The trading data of various metal futures contracts, including closing prices, price changes, price change percentages, total trading volumes, total open interests, and price units, are presented. For example, SHFE copper closed at 79020 yuan/ton, up 530 yuan with a 0.68% increase; COMEX gold closed at 3393.70 dollars/ounce, down 64.50 dollars with a 1.87% decrease [27]. 3.2 Industrial Data Perspective - The data of copper, nickel, zinc, lead, aluminum, alumina, tin, precious metals, steel products, iron ore, coke, coal, lithium carbonate, industrial silicon, and soybean meal are provided, including price changes, inventory changes, and basis changes over different time periods. For example, for copper, the SHFE copper main contract price increased from 78490 yuan/ton on August 8th to 79020 yuan/ton on August 11th, and the LME copper inventory decreased from 155850 tons to 155700 tons [28][31][33].