证券代码：831087 证券简称：秋乐种业 公告编号：2025-053 河南秋乐种业科技股份有限公司 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 □特定对象调研 √业绩说明会 □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 15 日 活动地点：公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） 采用网络远程的方式召开业绩说明会 参会单位及人员：通过网络方式参加公司 2024 年年度报告业绩说明会的投 资者 上市公司接待人员：董事长、董事会秘书兼财务负责人：李敏女士； 总经理：张雪君先生； 保荐代表人：张燚先生。 答：尊敬的投资者您好！ 2024 年，一是通过加强标准化制种基地的建设，加强生产过程管理、生产 基地建设，提升制种水平和生产效率；二是上线智慧农事种植质检系统，实现 质检全流程管控，制种过程标准化、信息沟通电子化，有效提高生产管理水平 和 ...

2025 年 05 月 19 日 农林牧渔 气温升高消费增幅受限，猪价或震荡偏 弱 生猪养殖：气温升高消费增幅受限，猪价或震荡偏弱 价格端：本周生猪均价 14.77 元/kg，周环比-0.27%，两周环比-0.07%； 仔猪价格 630 元/头，周环比-2.63%，两周环比-1.47%。根据 iFinD 数据，本周猪肉批发价格 20.84 元/kg，周环比+0.07%。 供给端：本周生猪日均屠宰量为 16.91 万头，周环比变动-2.49%。 周观点：周内全国均价震荡偏弱，整体来看，本周终端需求表现平淡， 屠企白条反馈走货难度较强，维持对价格的下压操作，可供应端口尚 未呈现明显节奏加快表现，从而传导至屠企端口竞价较为谨慎，所以 本周日间价格波动幅度不大。短期来看，气温升高拖累消费整体增幅 空间受限，不过从供给端口来看，头部集团、放养公司以及二次育肥， 均存在一定增量空间，所以供需对抗预期来看，供给端议价话语权或 有下降，所以预计近期行情维持偏弱运行。 家禽养殖：白羽肉鸡久稳小跌，分割品强硬挺价 周观点：据我的钢铁网显示，本周种蛋价格偏弱势运行为主。受鸡苗 价格弱势影响，种蛋市场交投不快，企业上孵意愿偏弱，且种 ...

新华社塔那那利佛5月19日电 记者手记｜飘过印度洋的稻花香 在阿诺西阿里沃村，农业部技术员朗博阿萨拉玛·拉齐纳正带领农户进行病虫害防治。他曾两度赴湖南 培训，如今已成为本地杂交稻推广的中坚力量。 "我的技术都是中国老师教的。"他说。多年来，中国专家不仅推广良种，更注重"良法"的传授：既 在"田间课堂"里手把手教农民育苗、插秧、防治虫害，也通过系统化理论授课，培养本地技术骨干，再 由他们将种植知识继续传授给更多农户。 "这里的农民一直'靠天吃饭'，受限于种子质量、种植技术和基础设施等因素，水稻产量始终上不去， 很多农民吃不饱饭。"中国农业专家胡月舫指着远处的稻田说，"让杂交水稻在这里扎根，第一步是选好 种子。"为筛选适应本地气候和土壤的品种，他与团队带着几十个稻种样本，几乎踏遍了全岛主要稻 区，最终选育出5个适合本地种植的品种，具备高产、抗旱、耐淹等优势。 艾琳·诺嫩贾纳哈里就是受益者之一。她家的3亩稻田去年首次尝试种植杂交水稻便迎来丰收，"以前种 田靠天吃饭，现在靠技术，心里踏实多了"。 "可真正的挑战，是让农民接受这些'外来种'。"农业专家宋春芳说。为打消疑虑，专家们在相邻的两块 稻田上分别种植杂交稻与本地 ...

Group 1 - Shandong is the second largest wheat-producing province in China, with winter wheat planting area expected to stabilize at over 6 million acres by 2025, maturing by the end of May [1] - A seed observation meeting is being held at a new wheat variety trial base in Shandong, serving as a "barometer" for the promotion of new wheat varieties in the northern Huanghuaihai region [3] - More than 30 new wheat varieties are showcased, with farmers able to select and order seeds on-site, indicating a proactive approach to seed selection [4] Group 2 - The contribution rate of good varieties to grain yield increase in Shandong has reached 47%, with a good variety coverage rate of 98% across the province [8] - Agricultural research institutions and seed companies are accelerating the breeding of good varieties to meet market demands for new wheat performance [9] Group 3 - In Sichuan, over 9.3 million acres of winter wheat are maturing, with advanced machinery improving harvesting efficiency by 40% [12] - The introduction of unmanned planting machines in the Nanniwan area enhances planting efficiency, reducing the labor required for rice planting from 4-5 people to just 1 [16] Group 4 - In Hubei, a former mining area has been transformed into productive farmland, with 16,000 acres of previously abandoned land being revitalized through government support and ecological restoration efforts [21]

Core Viewpoint - Hunan province plays a crucial role in ensuring national food security, with a stable grain planting area and production capacity, supported by financial initiatives to enhance agricultural productivity and resilience [1][2][3]. Financial Support for Grain Security - Hunan's financial regulatory body emphasizes the importance of food security, implementing policies to ensure credit supply and insurance coverage across the entire grain production chain, with a loan balance of 153.5 billion yuan in key grain sectors, a 20.7% increase year-on-year [1][2]. - The province's rice insurance amount reached 46.01 billion yuan in 2024, ranking first in the country, demonstrating a strong commitment to safeguarding agricultural investments [1]. Focus on Agricultural Infrastructure - Financial support is directed towards high-standard farmland construction, with a loan balance of 41.36 billion yuan, reflecting a 29% increase, and innovative financing models are being developed to enhance project viability [2]. - The integration of agricultural technology financing is encouraged to improve mechanization levels, with 5.26 billion yuan in loans issued to 11,000 agricultural entities for machinery [2]. Innovation in Financial Services - Hunan's financial institutions are enhancing agricultural insurance services by creating a risk map for major crops and developing new insurance products to cover various agricultural risks [3]. - The establishment of credit rating systems for new agricultural entities aims to improve financing accessibility, with comprehensive credit records being developed for all entities in need [3]. Support for Seed Industry Development - Hunan is recognized as a major seed industry province, with financial services tailored to support seed innovation and development, resulting in 12.43 billion yuan in loans to 42,000 agricultural entities [4]. - The focus is on providing comprehensive services to core seed enterprises and their supply chains, promoting high-quality development in the grain sector [4]. Future Directions - The regulatory body plans to continue enhancing financial support for food security, focusing on innovative product development and collaboration with various departments to ensure effective policy implementation [5]. - Emphasis will be placed on increasing financial resources for agricultural production and ensuring that financial services align with the needs of rural revitalization [5].

证券研究报告 | 2025年05月18日 美国农业部（USDA）月度供需报告数据分析专题 优于大市 25/26 产季数据首次发布，2026 年美国牛肉市场供给加速调减 种植链农产品：全球大豆上半年丰产预估维持，底部看好大周期布局。 1）玉米：国内供需宽松顶部已现，玉米价格有望维持温和上涨。USDA5 月 供需报告首次公布了 25/26 产季全球玉米供需预测数据，预计新一年度 全球玉米产量同比调增 43.7 百万吨（约+3.45%）至 12.6498 亿吨;总使 用量同比调增 24.4 百万吨（约+1.91%)，最终全球期末库销比环比调减 1.18pcts 至 21.80%；25/26 产季中国玉米产量同比调增 8 万吨（约 +0.03%）至 2.95 亿吨，总使用量同比调增 500 万吨（约+1.56%）至 2.95 亿吨，最终中国玉米 25/26 年度期末库销比同比减少 5.97pcts 至 56.75%。目前国内玉米价格已处于历史周期底部位置，中储粮自 2024 年年底多次扩大收储，提振国内玉米市场，后续预计价格底部支撑较强。 2）大豆：南美丰产压力下预计上半年价格维持底部震荡，全球供需平衡表 25/26 ...

Core Viewpoint - The agricultural sector in Jianyang District, Nanping City, Fujian Province is focusing on becoming a national seed production hub, enhancing rice seed production, and promoting financial support for agricultural innovation and farmer income growth [1] Group 1: Support for Research and Breeding - Yongfu Agricultural Technology Co., Ltd. has invested over 100 million yuan in breeding research and established a collaborative research institute with several agricultural research institutions to address funding shortages in the seed industry [2] - Jianyang Rural Credit Cooperative provided over 10 million yuan in loans to Yongfu Agricultural Technology Co., Ltd., enabling the company to focus on its breeding and production efforts without financial concerns [2][3] - The cooperative has launched the "Fuzhong Loan" product to offer customized financial solutions for seed enterprises, simplifying approval processes and reducing financing costs [3] Group 2: Strengthening New Agricultural Entities - Jianyang Rural Credit Cooperative supported He Tianxia Agricultural Development Co., Ltd. with a 200 million yuan loan to facilitate land transfer, helping the company achieve an annual output value of 80 million yuan [4] - The cooperative has issued 1,766 million yuan in loans to over 20 agricultural entities to promote the collaborative development of the seed industry, cooperatives, and farmers [4] - A service center for new agricultural entities has been established to provide comprehensive support, resulting in 42,179.12 million yuan in loans issued through this platform [5] Group 3: Supporting Seed Farmers for Stable Production - The cooperative has introduced the "Agricultural Machinery Loan" to help farmers purchase automated equipment, saving costs significantly during the planting season [6] - A total of 8,215 million yuan in loans has been provided to over 605 entities in the seed production chain, alleviating financial pressures during the spring farming season [6] - The cooperative has implemented a quick loan application process through mobile banking, allowing farmers to access funds rapidly [6] Group 4: Promoting Agricultural Modernization - Jianyang Rural Credit Cooperative plans to invest 50 million yuan in agricultural machinery loans by 2025, aiming to modernize farming practices and support over 300 farmers [7] - The cooperative emphasizes its commitment to agricultural development and financial support, aligning with national food security strategies [7]

Core Insights - The article highlights the ongoing industrial transformation in Hohhot, focusing on ecological priority and green development, aiming to establish a high-quality agricultural and livestock product production base [1][12] Industry Development - Hohhot is implementing a "big industry, big park" strategy, leveraging a trillion-level dairy industry as the engine, and innovating in grass seed industry to connect various agricultural chains including corn, meat, and urban agriculture [1][6] - The city has established six agricultural and livestock product processing parks with 147 enterprises, enhancing the foundation of the green agricultural processing industry cluster [7] Technological Innovation - The National Dairy Technology Innovation Center has made significant breakthroughs, including a 10 million-fold increase in the survival rate of probiotics at room temperature and achieving a protein content of 21% in alfalfa grass [9][10] - Hohhot is focusing on the integration of technology in dairy farming, with projects like smart pastures and a three-supply model of silage corn, alfalfa, and oats, achieving over 80% self-sufficiency in feed [3][9] Supply Chain and Logistics - The construction of cold chain logistics projects is crucial for modernizing logistics and ensuring food supply efficiency, with initiatives like the "super low-temperature fresh-keeping technology" and multi-temperature cold storage [8][9] - The city aims to enhance the supply chain for various food categories, improving circulation efficiency and reducing costs [8][9] Investment and Future Outlook - Hohhot plans to inject 25.7 billion yuan into 111 key projects, targeting a production value of 50 billion yuan, with a clear growth blueprint for the agricultural and livestock industry [13] - The city is positioning itself as a "world dairy technology capital," focusing on new productive forces to reshape the global dairy industry [13]

Core Viewpoint - The Xinjiang Hongtai Seed Industry Co., Ltd. has successfully developed high-yield cotton seeds and modernized cotton farming techniques, leading to increased cotton production and international market recognition [1][7]. Group 1: Cotton Production Innovations - The average cotton yield has increased from over 200 kg per mu to 600 kg per mu due to advancements in seed research and planting technology [2][4]. - The company employs a "2.05-meter wide film, three rows and three bands" planting method, which optimizes space and improves yield [2][4]. - The integration of Beidou navigation technology has enhanced operational efficiency in cotton farming, reducing labor costs and facilitating mechanization over the past decade [4][6]. Group 2: Research and Development - Hongtai Seed Industry has established partnerships with various research institutions, resulting in self-developed cotton varieties that exceed national germination standards [5]. Group 3: Government Support and Policies - National policies provide strong support for the cotton industry, offering quality and price subsidies to farmers producing high-quality cotton [6]. - The local government aims to maintain cotton planting areas above 1 million mu and ensure over 95% of the area is dedicated to high-quality machine-harvested cotton by 2025 [6]. Group 4: International Market Expansion - In the first quarter of 2025, Hongtai Seed Industry exported 832 tons of cotton seeds to Central Asian countries, highlighting the international demand for high-yield Chinese cotton seeds [7]. - The cotton varieties developed by Hongtai are drought-resistant and heat-tolerant, making them suitable for the planting conditions in Central Asia, and the company plans to expand its market to countries like Egypt and Pakistan [9].

Group 1 - Hainan has developed a modern industrial system with unique characteristics, focusing on technology innovation and industry integration, achieving significant milestones in various sectors such as aerospace, agriculture, and petrochemicals [1][3][4] - The petrochemical new materials industry in Hainan has reached a production value of 100 billion yuan, with a fivefold increase in output since 2006 and a 30% reduction in energy consumption per unit of output [2] - The Haikou National High-tech Zone has become a hub for pharmaceutical companies, with a biopharmaceutical output surpassing 21.5 billion yuan, and the establishment of innovative drug service stations to expedite clinical applications [3][4] Group 2 - The Wenchang International Space City is under construction, with plans to produce 1,000 satellites annually, showcasing Hainan's commitment to advancing its aerospace capabilities [4] - The integration of traditional industries with green energy sources, such as the establishment of a wind power industry park in Danzhou, highlights Hainan's focus on sustainable development [2] - Hainan's government emphasizes the importance of collaborative innovation among government, industry, academia, and research institutions to enhance the local industrial chain and supply chain [4]