"农发种业把绿色发展理念贯穿农业生产全过程，比如山西黎城的玉米制种已建成智慧农业信息系统， 实现节药50%、节水90%以上。"农发种业董事长何才文表示。 中国种子协会副会长兼秘书长蒋协新表示："农发种业种子经营规模在全国8000多家种企中位列第四 位，2025年自有品种的市场占有率达到6.1%。同时挺膺担当种业央企的新使命，通过专用品种推广， 持续打造种业全产业链订单服务体系，有效增加绿色优质产品供给，以绿色生产力赋能粮食安全和乡村 产业发展。" "近年来，国内大型粮食加工企业对农产品原料要求高，都需要绿色认证。"农发种业所属河南黄泛区地 神种业总经理王永锋介绍，公司通过投入品统一采购、绿色防控、与下游加工企业合作等方式，不断拓 展专用粮的订单农业，实现从田间到餐桌的全链条质量安全把控。 近3年，农发种业累计研发投入3.4亿元，开展种业关键核心技术攻关，重点培育节水、节肥、节药的绿 色专用新品种。同时，以品种为核心延伸产业链，推广"良种+良法"配套的绿色高产高效生产技术，在 优势粮食主产区建设了百万亩"三品一标"的绿色生产基地，其中有机基地达33万亩。 眼下，秋冬种进入尾声。位于河南省西华县的黄泛区农场二分场 ...

证券研究报告|行业研究周报 [Table_Date] 2025 年 11 月 23 日 猪肉10 月能繁降至 4000 万头以下，推荐生猪养殖 [Table_Title2] 农林牧渔行业周报第 39 期 [Table_Summary] 本周观点: 种植产业链：据农业农村部，11 月 13 日，农业农村部在湖南 长沙召开全国推进种业振兴行动现场会，深入学习贯彻党的二 十届四中全会和习近平总书记重要指示精神，总结种业振兴行 动进展成效，部署"十五五"重点工作。农业农村部党组成 员、副部长张兴旺出席会议并讲话。会议强调，增强深入实施 种业振兴行动责任感，集中力量破难题、补短板、强优势、控 风险，推进"十五五"期间种业高质量发展，加快实现种业科 技自立自强、种源自主可控。要加快种质资源精准鉴定，大力 推进种质资源改良计划；编制实施"十五五"现代种业提升工 程规划，培育生产急需突破性品种；加强阵型企业梯度培育， 强化其创新主体地位；高标准建设国家种业基地，提升现代化 水平；加强品种全链条监管，严格保护种业知识产权；强化农 业生物安全科技安全措施，守牢种业安全底线。在粮食安全背 景下，转基因技术在提升单产方面具有革命性作 ...

生猪产能去化或加速，宠物内销增长亮眼 农林牧渔 证券研究报告 行业投资策略周报 / 2025.11.23 投资评级:看好(维持) 最近 12 月市场表现 -8% -2% 5% 11% 17% 23% 农林牧渔 沪深300 分析师 王聪 SAC 证书编号：S0160525110001 wangcong@ctsec.com 分析师 肖珮菁 SAC 证书编号：S0160524070005 xiaopj@ctsec.com 相关报告 1. 《宠物双十一国产品牌表现亮眼》 2025-11-16 2. 《生猪供应仍存压力，产能去化或加速》 2025-11-09 3. 《生猪养殖持续亏损，产能去化或加速》 2025-11-02 农业重点数据跟踪周报 核心观点 | 表 1：重点公司投资评级 | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 代码 | 公司 | 总市值（亿 | 收盘价 | | EPS（元） | | | PE | | 投资评级 | | | | 元） | （11.21） | 2024 ...

Core Insights - Shennong Agricultural Industry experienced a 3.67% increase in stock price with a turnover rate of 42.82% and a trading volume of 2.329 billion yuan, indicating significant market activity [2] - Institutional investors net bought 14.0376 million yuan, while total net buying from brokerage seats reached 15.2301 million yuan, reflecting strong institutional interest [2] - The stock was listed on the Shenzhen Stock Exchange due to its high turnover rate, with institutional specialized seats contributing significantly to the net buying [2] Trading Activity - The top five brokerage seats accounted for a total trading volume of 384 million yuan, with a buying amount of 207 million yuan and a selling amount of 177 million yuan, resulting in a net buying of 29.2676 million yuan [2] - Among the brokerage seats, four institutional specialized seats were active, with total buying amounting to 163 million yuan and selling amounting to 149 million yuan, leading to a net buying of 14.0376 million yuan [2] Fund Flow - The stock saw a net inflow of 25.8486 million yuan from major funds, with large orders experiencing a net outflow of 4.8820 million yuan, while large fund inflows totaled 30.7306 million yuan [2] - Over the past five days, the net inflow of major funds reached 59.1077 million yuan, indicating a positive trend in investor sentiment [2]

证券日报网讯 11月21日晚间，登海种业发布公告称，山东登海种业股份有限公司（以下简称"公 司"或"本公司"）在海南省东方市投资设立全资子公司"海南东方登海种业有限公司"（暂定名）。注册 资本为人民币叁仟万元整。 （文章来源：证券日报） ...

南方财经11月21日电，荃银高科（300087.SZ）盘中触及涨停。消息面上，荃银高科11月20日晚发布公 告，称中种集团拟以11.85元/股的价格，要约收购荃银高科1.89亿股股份，约占公司总股本的20%。有 市场消息认为，本次要约收购或与中种集团即将到期的解决同业竞争承诺密切相关。中种集团在2021年 成为荃银高科控股股东时，据荃银高科2021年12月发布的《详式权益变动报告书》，为避免同业竞争， 中种集团称将自前次权益变动发生之日起五年内，综合运用资产重组、业务调整、委托管理、设立合资 公司等多种方式，逐步稳妥推进相关业务整合以解决竞争问题。对此，21财经·南财快讯记者以投资者 身份致电荃银高科，公司证券部工作人员未予置评，建议以公告内容为准。而针对市场关注的转基因业 务，该工作人员确认仅有转基因玉米相关方面获得收入。查看原文：或为解决同业竞争，控股股东溢价 收购引爆股价，种业龙头回应刚刚 ...

今日三大指数集体低开，全天延续震荡调整走势。沪指跌超2%失守3900点。截至收盘，沪指跌 2.45%，深证成指跌3.41%，创业板指跌4.02%。沪深两市成交额1.97万亿，较上一个交易日放量2575 亿。 Wind统计显示，两市及北交所共351只股票上涨，5071只股票下跌，平盘有26只股票。 种业概念逆市走强，荃银高科涨超16%。水产品概念反复活跃，中水渔业、獐子岛涨停。Sora概念异动 拉升，视觉中国、易点天下涨停。 锂矿、盐湖提锂概念大幅走弱，大中矿业、西藏矿业、赣锋锂业、天齐锂业、盛新锂能、金圆股份等多 股跌停。有机硅概念下挫，晨光新材跌停。 此外，互联网、传媒娱乐等板块涨幅居前；有色、化工、半导体、电气设备等板块跌幅居前。 传媒股午后大幅拉升，农业股一度走强 在板块方面，传媒股午后大幅拉升，易点天下（301171）、欢瑞世纪（000892）、新华都（002264）、 贵广网络（600996）、视觉中国（000681）等涨停或涨超10%，富春股份（300299）、福石控股 家用电器一度走强，禾盛新材（002290）、奥普科技（603551）、三花智控（002050）等涨超1%，海 尔智家（60069 ...

Market Overview - The market experienced significant fluctuations, with the Shanghai Composite Index falling over 2% and the ChiNext Index dropping more than 4%. The total trading volume in the Shanghai and Shenzhen markets reached 1.97 trillion, an increase of 257.5 billion compared to the previous trading day. Nearly 5,100 stocks declined, with 99 hitting the daily limit down [1]. Sector Performance - The AI application sector showed resilience, with stocks like Rongji Software achieving five consecutive limit-up days. Other notable performers included Yidian Tianxia, Huanrui Century, and Xinhua Du, all hitting the daily limit up. This sector's strength is attributed to the recent update of Google's multimodal AI model, Gemini 3.0 Pro Image, which significantly enhances image quality and accuracy [2][7]. - The agricultural and fishery sectors also performed relatively well, with stocks like Quanyin High-Tech rising over 16%. The sector's independent logic is seen as a defensive attribute, attracting funds in a weak market environment. Quanyin High-Tech announced a partial tender offer for 189 million shares, representing 20% of its total issued shares [3][7]. - The military industry sector was active, with stocks like Jiu Zhi Yang hitting the daily limit up. According to Clarkson Research, global new ship orders in October fell by 38% year-on-year, but Chinese shipyards maintained a 73% market share [4]. Individual Stock Movements - The market saw a significant decline, with over 5,000 stocks falling, including a wave of limit-downs in lithium mining stocks such as Ganfeng Lithium and Tianqi Lithium. Technology stocks continued to weaken, particularly in the storage chip sector, with several stocks dropping over 10% [6]. - The high-profile stocks that previously attracted attention also faced declines, indicating a potential shift in market sentiment and the need for a new cycle to emerge after the current risks are fully released [6]. Future Market Analysis - The market opened lower and continued to decline, with no clear signs of stabilization. The mid-term upward structure of major indices has been completely damaged, suggesting that future corrections may take longer. The focus will likely shift to sectors that resonate with the market and show strength during recovery [8]. Key Market News - Huawei launched Flex:ai AI container technology, allowing a single GPU/NPU to support multiple AI workloads simultaneously, enhancing computational efficiency [10]. - Private equity positions reached a new high for the year, with the stock private equity position index rising to 81.13%, indicating strong market engagement from top private equity firms [11].

格隆汇11月21日丨登海种业(002041.SZ)公布，公司拟在海南省东方市投资设立全资子公司"海南东方登 海种业有限公司"（暂定名）。本次对外投资由公司划拨3000万元的货币资金作为出资，占注册资本的 100％。 ...

南财智讯11月21日电，登海种业公告，公司拟以自有资金出资3000.00万元在海南省东方市设立全资子 公司，新公司已完成工商登记注册（最终名称以登记机关核定为准），主要从事非主要农作物种子生 产、农业科学研究和试验发展、智能农业管理等业务。本次投资旨在积极响应国家种业振兴战略部署， 依托海南自贸港的政策优势和自然禀赋，提升公司育种研发创新能力，拓展区域业务布局，完善种业产 业链条，增强市场竞争力。本次投资事项已由公司第九届董事会第四次（临时）会议审议通过，无需提 交股东大会审议，不涉及关联交易，也不构成重大资产重组。本次出资占公司净资产的0.83%，对公司 财务状况和经营成果无重大影响。 ...