农业综合

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6月6日早间重要公告一览
Xi Niu Cai Jing· 2025-06-06 05:54
Group 1 - Leisai Intelligent adjusted the share repurchase price limit from 25.00 yuan/share to 52.00 yuan/share [1] - Fulin Precision's subsidiary Jiangxi Shenghua signed a supplementary agreement with CATL, involving a 500 million yuan advance payment for production capacity [1] - Shenzhou Cell plans to issue up to 25 million A-shares to its controlling shareholder to raise no more than 900 million yuan for working capital [2] Group 2 - BOE Technology received a commitment for an 1.8 billion yuan stock repurchase loan from China Construction Bank [2] - Chengjian Development plans to publicly transfer 9.24% equity in Beijing Science and Technology Park Construction Group at a minimum price of 282 million yuan [2][3] - *ST Lingda's chairman and president Wang Mingsheng resigned, with Jin Yongfeng elected as the new chairman [4] Group 3 - Jiangsu Boyun's shareholder plans to reduce holdings by up to 3% of the company's shares [6] - Yuhua Tian's shareholders plan to reduce holdings by up to 6% of the company's shares [8] - Anpei Long's shareholder plans to reduce holdings by up to 3% of the company's shares [10] Group 4 - Dayu Water-saving plans to participate in the auction for 70% equity of Huai'an Design Institute [15] - InSai Group intends to purchase 80% equity of Zhizhe Brand for 642 million yuan [16] - Jinj Chicken's shareholder plans to reduce holdings by up to 2.99% of the company's shares [18] Group 5 - Chao Hongji's shareholder plans to reduce holdings by up to 3% of the company's shares [19] - Chuangye Huikang's shareholder intends to transfer 40 million shares to repay stock pledge financing [20] - Zhuangzi Island's shareholder plans to reduce holdings by up to 1% of the company's shares [21] Group 6 - *ST Renle received a decision from the Shenzhen Stock Exchange to terminate its stock listing [22] - SMIC's wholly-owned subsidiary plans to sell 14.832% equity of a subsidiary to Hunan Guoke Microelectronics [24]
超20只ST股“摘星”“脱帽”
第一财经· 2025-05-28 02:55
2025.05. 28 本文字数:2713,阅读时长大约4.5分钟 作者 | 第一财经 周楠 就在上月,ST银江及公司多名高管收到证监局罚单,公司被查明存在关联方非经营性资金占用、财 报虚假记载等多项违规,因此被叠加实施其他风险警示。 5月以来,随着年报季收官,A股市场密集出现一波ST股"摘星脱帽"潮。Wind统计显示,月内已有逾 20 家 ST 公 司 撤 销 退 市 风 险 警 示 及 其 他 风 险 警 示 , 涉 及 农 尚 环 境 ( 300536.SZ ) 、 金 时 科 技 (002951.SZ)等。这些公司撤销退市风险警示,原因包括借重组实现扭亏为盈、资金占用问题完 成整改等。 不过,从基本面来看,部分个股的退市风险虽暂时解除,但仍面临业绩不佳、诉讼缠身等多重问题。 例如,ST银江2024年和2025年一季度均亏损,农尚环境面临投资者索赔。 | 代码 | 名称 | 撤销日期 | 撤销前向称 | | --- | --- | --- | --- | | 300020. SZ | ST银江 | 2025/5/27 | *ST银汇 | | 300368. SZ | 汇金股份 | 2025/5/26 | ...
甘肃税务:合规经营成为企业发展“必选项”
Sou Hu Cai Jing· 2025-05-22 06:41
中新网甘肃新闻5月22日电 (屠小东 张爱霞 胥庆霞)近年来,甘肃省税务局紧扣助力企业合规经营这一主 线,通过发挥纳税信用正向激励效应、辅导企业合规享受政策、强化法治宣传教育等一系列举措,全力 打造公平透明、规范有序的税收营商环境,助力各类市场主体在高质量发展的赛道上行稳致远。 "A级信用"解锁"隐藏福利" 纳税信用等级是企业在财务核算、税务申报、税款缴纳等方面严谨合规的直观体现,A级纳税信用更是 企业在市场竞争中脱颖而出的"金字招牌"。为进一步强化纳税人依法诚信纳税自觉,助力全国统一大市 场建设,甘肃省税务部门主动融入社会信用体系建设大局,持续倡导诚信纳税理念,强化纳税信用管 理,充分发挥纳税信用正向激励作用,提升全社会的税法遵从度。 按照"守信激励"原则,白银市税务局积极建立"精细化服务"理念,为A级纳税人实施"信用+"联合激励, 推出"绿色通道"、专人办理、出口退(免)税便利等系列服务,让诚信纳税企业充分享受"A级纳税信 用"带来的税收支持,引领更多企业在诚信纳税道路上行稳致远。 白银市天然气有限公司自2003年创立以来,始终坚守"以诚立信、诚实经营"的立企方针,在2015年至 2024年连续十年获评" ...
“种项目”,种出乡村振兴新蓝海
Xin Hua Ri Bao· 2025-05-21 23:27
强化财政支持。加大涉农专项资金统筹力度,推进先建后补、以奖代补。今年,省级安排现代农业发展 补助专项资金72亿元,重点支持高标准农田、区域性农业综合服务中心、秸秆综合利用等方面建设。各 地出台农业农村重点项目财政支持政策200余条。 强化金融支持。省农业农村厅每年联合人行江苏省分行印发农业农村重点项目对接清单,做好重点项目 融资对接。无锡市依托"乡村振兴金融联盟"平台,引导金融机构为27个重点项目放贷。镇江市开展"金 穗行动",引导金融机构为40个重点项目授信。 强化用地保障。省农业农村厅连续两年会同省自然资源厅印发农业农村重点项目保障清单,为项目用地 提供优先保障。南通将农业农村重点项目用地保障写进市委一号文件,徐州则依托农业产业园区载体平 台,为项目落地建设创造有利条件。 广阔的市场空间、完备的产业配套、较强的科研实力、畅达的交通物流、一流的营商环境、得天独厚的 农业资源……江苏凭借综合实力成为企业投资兴业的"热土"。 □ 本报记者 吴 琼 小满时节,田间丰收在望,枝头杏肥梅黄。5月21日,一场以重点项目驱动乡村振兴的推进活动在南京 市溧水区火热开场——全省农业农村重点项目建设暨项目招引推进会重磅举行,国 ...
甘肃税务:筑牢合规之基 铺就企业健康发展快车道
Sou Hu Cai Jing· 2025-05-18 15:37
合规经营是维系税收秩序、保障国家财政收入的基石,更是推动税收事业高质量发展的核心要义。甘肃省税务局以信用建设为笔、风险防控为墨、监督问效 为卷,精心勾勒企业合规经营新蓝图,多管齐下引导企业在合规轨道上稳健前行。 信用赋能 激活合规经营"动力源" 为助力企业向好发展,甘肃税务部门通过分级分类服务、政策精准推送等举措,推动形成"守信激励、失信惩戒"的税收综合治理格局,引导更多市场主体诚 信纳税、合规经营。 涉税专业服务机构一手牵着纳税企业、一手连着税务部门,在助力经营主体依法处理涉税业务等方面发挥着重要作用。今年以来,武威市凉州区税务局强化 与财政、市场监管等部门的沟通联系,健全完善部门协同监管机制,加大信息共享力度,积极开展涉税专业服务机构信用评价,切实提升涉税专业服务机构 监管服务质效。通过举办培训座谈会、开展上门走访、税企交流群答疑等方式,强化宣传辅导,有效提升机构从业人员业务水平,同时积极推进"信用+风 险"的监管机制,提升管理的智能化、精细化水平,有效预防涉税专业服务机构违法违规行为。 白银市白银区税务局为A级纳税人提供全方位政策支持和服务保障。为A级纳税人定制"绿色通道"专享服务;组建专家辅导团队,定 ...
The Andersons (ANDE) 2025 Conference Transcript
2025-05-14 14:30
Summary of The Andersons (ANDE) Conference Call Company Overview - The Andersons is a diversified agribusiness operating in grain trading, ethanol production, and plant nutrients, with a strong presence in the Eastern Corn Belt and recent expansion into the Western Corn Belt through the Skylin grain investment [2][6] Key Points and Arguments Leadership Transition - CEO Bill Krueger has been in the role since October, succeeding Pat Bo, and has been with the company since the Lansing acquisition [3] - The company has tripled in size since January 1, 2019, indicating significant growth and transformation [3] Business Segments and Strategy - The Andersons has combined its nutrient business with its trade group to enhance operational efficiency [5] - The company has adopted a more asset-light model since 2019, allowing for greater flexibility and nimbleness in operations [7][8] - The Skylin investment has filled gaps in the company's asset footprint, particularly in Southwest Kansas and the Texas Panhandle [6][21] Market Dynamics - The wheat market is currently balanced, with the U.S. showing a slight oversupply at a carryout of 1.6 million bushels [10][11] - Global corn demand is well-structured, but competition from Milo and wheat is affecting corn demand in the U.S. [11][12] - Fertilizer demand remains high despite a weaker financial position for some farmers, attributed to precision agriculture practices [14][15] Tariffs and Trade - Recent changes to tariffs and port fees have reduced risks for The Andersons, particularly regarding exports from the Great Lakes [18][20] - The company is well-positioned to navigate the current tariff environment, especially concerning fertilizer and wheat imports [18] Financial Performance and Outlook - The Skylin investment is expected to contribute $30 million to $40 million in EBITDA on a run-rate basis [25] - Ethanol margins are expected to improve through Q2 and Q3, driven by increased gasoline demand and potential E15 mandates [31][32] - The company anticipates a stable inventory level for ethanol, similar to the previous year, with a positive outlook on exports [36] Renewable Diesel and Feedstock Opportunities - The Renewable Volume Obligation (RVO) is expected to drive demand for feedstocks, positively impacting The Andersons' renewable diesel feedstock business [40][41] - The company has a target to increase its renewable diesel feedstock trading from 1.5 billion pounds to 2 billion pounds [42] Capital Expenditure and Growth Strategy - The company plans to invest approximately $200 million in CapEx for 2025, focusing on efficiency improvements and potential acquisitions [52] - The current environment is seen as favorable for acquisitions, with a preference for larger deals (doubles and triples) rather than smaller ones [53][54] Key Milestones and Monitoring - Investors should monitor the growing season, proposed legislation, and the company's carbon sequestration permit filing in Indiana [63][64] - The company is focused on optimizing its portfolio and addressing underperforming profit centers [66][67] Additional Important Insights - The Andersons has a robust internal growth project pipeline, with significant investments planned for the Port of Houston and other projects [51] - The company is considering share repurchase options, balancing this with potential acquisition opportunities [59][60] This summary encapsulates the key discussions and insights from The Andersons' conference call, highlighting the company's strategic direction, market dynamics, and financial outlook.
“秸”尽其用折射现代农业密码(人民时评)
Ren Min Ri Bao· 2025-05-12 22:10
从"一烧了之"到"秸"尽其用,这一变化的背后,有发展理念的深刻转变,有科技创新的有力支撑,更有 国家政策的精准引导和农业产业体系的坚实托举 行走在广袤田野上,总能从细微处感受到现代农业的强劲脉动。秸秆的"角色"之变,是一个绝好的观察 视角。 秸秆是草食动物的"五谷杂粮",是"零碳排放"的生物质能源,也是"农尾工头"产业增值的重要来源。 从"一烧了之"到"秸"尽其用,这一变化的背后,有发展理念的深刻转变,有科技创新的有力支撑,更有 国家政策的精准引导和农业产业体系的坚实托举。《加快建设农业强国规划(2024—2035年)》明确提 出,"全链条推进农业产业体系升级"。秸秆综合利用的实践,恰恰是农业产业体系升级的生动体现。它 不再是单一环节的末端处理,而是贯穿于农业生产、加工、能源、环保等多个环节,形成了一条崭新 的、绿色的循环产业链。农业的未来,正在于不断健全现代农业产业体系。 今年中央一号文件提出,支持秸秆综合利用。从"能用"到"好用",再到"高值化利用",秸秆的"七十二 变"还将继续上演。有理由相信,只要我们持续探索、久久为功,就一定能让每一株秸秆都物尽其用, 让广袤的田野持续焕发出勃勃生机,为农业强国建设奠 ...
国晟科技参股成立国晟中农(北京)生态发展有限公司,持股比例61%
Zheng Quan Zhi Xing· 2025-05-07 23:55
数据来源:天眼查APP 证券之星消息,根据天眼查APP数据整理,近日,国晟中农(北京)生态发展有限公司成立,法定代表人 为高声远,注册资本2000万元,经营范围包含:一般项目:中草药种植;农产品的生产、销售、加工、 运输、贮藏及其他相关服务;非主要农作物种子生产;农副产品销售;食用农产品初加工;智能农业管 理;豆类种植;油料种植;薯类种植;草种植;石斛种植;竹种植;坚果种植;茶叶种植;花卉种植; 水果种植;谷物种植;棉花种植;蔬菜种植;麻类作物种植(不含大麻);农作物栽培服务;农作物病虫 害防治服务;农业机械服务;农业机械租赁;农业机械销售;农业科学研究和试验发展;畜牧渔业饲料 销售;农业专业及辅助性活动;农作物秸秆处理及加工利用服务;初级农产品收购;农业生产托管服 务;非食用农产品初加工;农作物收割服务;农业生产资料的购买、使用;农林牧渔业废弃物综合利 用;林草种子质量检验;森林改培;森林经营和管护;林业专业及辅助性活动;树木种植经营;人工造 林;木材加工;非食用林产品初加工;林业机械服务;林产品采集;水产品批发;水产苗种销售;水产 品收购;水产品零售;咨询策划服务;与农业生产经营有关的技术、信息、设施建设 ...
The Andersons(ANDE) - 2025 Q1 - Earnings Call Transcript
2025-05-07 13:32
The Andersons (ANDE) Q1 2025 Earnings Call May 07, 2025 08:30 AM ET Company Participants Michael Hoelter - VP, Corporate Controller & Investor RelationsWilliam Krueger - CEO & PresidentBrian Valentine - EVP & CFOBenjamin Mayhew - Vice President - Equity ResearchPooran Sharma - Managing Director Conference Call Participants Ben Klieve - Senior Research Analyst Operator Good morning, ladies and gentlemen, and welcome to the Andersons twenty twenty five First Quarter Earnings Conference Call. My name is Joe, a ...
The Andersons(ANDE) - 2025 Q1 - Earnings Call Transcript
2025-05-07 13:32
The Andersons (ANDE) Q1 2025 Earnings Call May 07, 2025 08:30 AM ET Company Participants Michael Hoelter - VP, Corporate Controller & Investor RelationsWilliam Krueger - CEO & PresidentBrian Valentine - EVP & CFOBenjamin Mayhew - Vice President - Equity ResearchPooran Sharma - Managing Director Conference Call Participants Ben Klieve - Senior Research Analyst Operator Good morning, ladies and gentlemen, and welcome to the Andersons twenty twenty five First Quarter Earnings Conference Call. My name is Joe, a ...