与此同时，近期遭券商下调评级的股票数量也创下年内小高峰，包括煤炭、旅游酒店等板块的多只股票被下调 评级。 AI及机器人板块多股评级被上调 随着上市公司2024年年报及2025年一季报披露完毕，券商分析师也马不停蹄地跟踪最新数据并撰写研报。 东方财富Choice数据显示，过去一周（4月27日至5月3日），券商上调19只股票评级，其中科技股数量众多， 主要集中在AI及机器人等相关板块。 整体来看，券商近期上调评级的公司主要集中在业绩显著增长，行业景气度上升或困境反转的领域。值得注意 的是，科技板块受到不少分析师青睐，多只AI及机器人相关个股被分析师调高评级。 例如，天风证券近期上调铂科新材评级至"买入"。从业绩来看，铂科新材2024年归母净利润为3.76亿元，同比 上升46.9%。对于上调评级理由，天风证券称，铂科新材作为国内合金软磁粉芯龙头，站稳AI、光储新能源高 景气赛道，芯片电感打开第二成长极。 旅游及酒店板块也有多只个股评级被分析师下调。例如，国金证券近日下调锦江酒店评级为"增持"，主要原因 是该公司短期经营数据仍有压力。锦江酒店一季报显示，该公司今年一季度净利为0.36亿元，同比下降81%。 东吴证券下 ...

我国强耐盐水稻育种材料创制与品种培育取得重要进展 耐受千分之十盐浓度新育种材料在三亚成功创制 "当前在3‰—5‰盐胁迫或pH8.0—9.0碱胁迫条件下可适种的耐盐碱水稻新品种已陆续产出,但在超 过7‰盐胁迫下的耐盐碱材料选育仍是学界难题。"国创中心主任唐文帮表示,高耐盐材料选育将有助于 推动"亿亩荒滩变粮仓",实现"藏粮于地、藏粮于技"国家粮食战略。 据悉,国创中心总部设在三亚崖州湾科技城高新区,该中心以耐盐碱水稻核心种质创制、耐盐碱水稻 重要品种培育为核心,构建耐盐碱水稻前沿引领技术、关键共性技术研发与应用体系。近五年来该中心 已有"华荃优187""盐稻21号""中科盐4号""南粳盐1号""旌7优42"等11个品种通过审定,其中,2023年培育出 我国第一个通过审定的耐盐不育系"盐416S"。 海南日报讯（海南日报全媒体记者 黄媛艳）海南日报全媒体记者近日从国家耐盐碱水稻技术创新 中心(以下简称国创中心)获悉,该中心创制出耐受10‰盐浓度的新育种材料。 国创中心团队通过筛选耐盐碱优异种质资源,正反向遗传学手段共鉴定到6个正向调控耐盐基因,8个 负调控耐盐基因,1个主效耐碱基因,挖掘出显著提高水稻耐盐碱的关键 ...

证券研究报告 | 公司点评报告 2025 年 05 月 02 日 大北农（002385.SZ） 养殖盈利修复，饲料及种业开局良好 消费品/农林牧渔 25Q1饲料及种业开局良好、养殖盈利改善。公司未来将聚焦强化种业、疫苗动 保等科技产业业务，夯实饲料业务，平稳发展生猪养殖业务。 ❑ 风险提示：猪价表现/公司规模扩张低于预期，突发大规模不可控疫情；自然 灾害，转基因商业化进度不达预期。 财务数据与估值 | 会计年度 | 2023 | 2024 | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入(百万元) | 33390 | 28767 | 33720 | 35969 | 38193 | | 同比增长 | 3% | -14% | 17% | 7% | 6% | | 营业利润(百万元) | (2485) | 791 | 805 | 984 | 1218 | | 同比增长 | -761% | -132% | 2% | 22% | 24% | | 归母净利润(百万元) | (2174) | 346 | 549 | 725 | 93 ...

Core Insights - A key gene named QT12 has been discovered by a research team led by Professor Li Yibo from Huazhong Agricultural University, which enables rice to withstand high temperatures, addressing a significant threat to food security due to climate change [1][2] - The research findings were published in the international journal "Cell" on April 30, 2023, highlighting the importance of developing heat-resistant rice varieties for stable yields in high-temperature environments [1] Group 1 - The research team conducted extensive genetic analysis and identified the QT12 gene, which interacts with the protein complex NF-Y to create a molecular "firewall" that protects rice grains from high temperatures [1] - The study demonstrated that QT12 helps maintain the stability of protein and starch synthesis during high-temperature conditions, ensuring the quality and yield of rice [1] Group 2 - In field trials conducted in the Yangtze River basin under high-temperature conditions, the introduction of QT12 into the hybrid rice variety "Huazhan" significantly increased its seed setting rate, single-plant yield, and rice quality, with yield increases of 49.1% in Wuhan, 77.9% in Hangzhou, and 31.2% in Changsha [2] - The research team has reached agreements with several domestic companies for the transformation and development of these research results, aiming to accelerate their application in breeding practices [2]

团队将QT12基因导入到杂交稻配组最多的主栽品种"华占"，结果显示，与"华占"相比，武汉、杭州和 长沙三地导入QT12抗性基因的"改良华占"产量，分别增加了49.1%、77.9%和31.2%，进一步验证了 QT12基因在高温环境下的育种实力。 目前，聚焦该成果，已有近10家种业公司与华中农业大学签署转化意向协议。 签约单位之一、安徽荃银高科种业股份有限公司副总经理张从合指出，相较于实验室环境下筛选出来的 耐高温基因，QT12基因是在自然环境下筛选出来，抗性及表型更加贴合现实，稳产提质效果更优，这 也是产业界看重的关键。 袁隆平农业高科技股份有限公司副总裁杨远柱表示，将依托杂交水稻海外推广网络，推进QT12基因在 海外，尤其是东南亚、南亚地区的应用。(完) 中新社武汉5月1日电 (记者 马芙蓉)华中农业大学作物遗传改良全国重点实验室、生命科学技术学院教 授李一博带领的团队，从自然环境中筛选出水稻耐高温基因QT12，为水稻在高温环境下实现稳产提质 及育种提供新策略。相关成果于北京时间4月30日晚发表在国际期刊《细胞》(Cell)上。 "全球变暖背景下，极端高温事件频发，对粮食产量及品质带来突出影响。"李一博表示， ...

公司生猪业务贡献利润，转基因性状储备充分，维持"买入"评级大北农发布2024 年报及2025 年一季 报，2024 年营收287.67 亿元，同比-13.85%，归母净利润3.46 亿元，同比扭亏为盈，2025Q1 营收68.65 亿元，同比+2.36%，归母净利润1.34 亿元，同比扭亏为盈。考虑2025 年猪价或同比回落，我们下调 2025-2026 年盈利预测，新增2027 年盈利预测，预计公司2025-2027 年归母净利润7.67/8.04/8.36 亿元 （2025-2026 年原值12.61/16.86 亿元），EPS 为0.18/0.19/0.19元，当前股价对应PE 为22.9/21.8/21.0 倍， 随转基因种子放量，公司业绩有望持续上行，维持"买入"评级。 饲料业务：毛利率稳步上行，禽料销量高增 2024 年饲料营收190.54 亿元，同比-20.68%，毛利率12.49%，同比+0.05pct。2024年公司饲料销量 540.55 万吨，同比-7.61%，其中猪料/水产料/反刍料/禽料销量427.6/22.74/60.28/29.41 万吨，同 比-8.22%/-29.86%/-10 ...

Core Viewpoint - The company, Qianyin Gaoke, reported a steady growth in revenue and net profit for 2024 and Q1 2025, driven by increased sales in its seed business, particularly in rice and corn [2][3][4]. Financial Performance - In 2024, the company achieved a revenue of 4.709 billion yuan, a year-on-year increase of 14.77%, with a net profit of 114 million yuan [2]. - For Q1 2025, the company reported a revenue of 835 million yuan, up 24.13% year-on-year, with a net profit of 2.197 million yuan [2]. - The company aims to reach a revenue target of 5 billion yuan and a net profit of 300 million yuan for 2025 [2]. Seed Business Overview - The rice seed sales revenue reached 1.858 billion yuan in 2024, a growth of 5.67%, with a total sales volume of 216 million kilograms, up nearly 7% [3]. - The corn seed segment generated a revenue of 589 million yuan in 2024, reflecting a 20.43% increase, with a gross margin of 33.15% [4]. Innovation and Patents - The company received a national patent for a method of creating broadly resistant transgenic corn, marking a significant advancement in disease-resistant crop development [5]. - In 2024, 59 new rice varieties and 13 new corn varieties were approved, enhancing the company's competitive edge in the market [3][4]. International Market Development - In 2024, the company exported 19.3735 million kilograms of seeds, a 74.80% increase year-on-year, generating an overseas revenue of 492 million yuan, up 72.39% [6][7]. - The company is actively pursuing international breeding collaborations to expand its global market presence [7]. Audit and Financial Health - The company maintains that its accounts receivable and inventory valuations are accurate, and it plans to take measures to recover outstanding receivables over the next two years [8]. - The Q1 2025 report indicated a debt ratio of 62.94%, with a gross margin of 13.48% [8].

Core Viewpoint - The company reported a revenue increase of 14.77% in 2024, but net profit decreased by 58.23% due to various factors including declining seed gross margins and increased operating expenses [1][5][6]. Financial Performance - In 2024, the company achieved a revenue of 4.709 billion yuan, up from the previous year, primarily driven by increased seed exports and domestic corn seed sales [5][6]. - The sales revenue from rice seeds was 1.858 billion yuan, a year-on-year increase of 5.67%, while corn seed sales reached 589 million yuan, growing by 20.43% [5]. - The fastest growth came from order grain and silage feed, which generated 1.191 billion yuan, marking a 44.22% increase [5]. Profitability Issues - The company reported a net profit of 114 million yuan, down 58.23% from the previous year, resulting in a decrease of 160 million yuan [1][6]. - The decline in net profit was attributed to three main factors: reduced gross margins in seed business, increased R&D and operating expenses, and significant impairment losses [6][7]. Impairment Losses - The total impairment losses for the year amounted to 238 million yuan, which significantly impacted the net profit [6][7]. - Specific impairment losses included 85.6686 million yuan for accounts receivable, 21.6848 million yuan for other receivables, and 80.7006 million yuan for inventory [6][7]. Audit Concerns - The company's financial statements received a qualified opinion from the auditing firm due to two key issues: the existence and accuracy of certain receivables and the valuation of inventory [7][8]. - The first issue involved accounts receivable related to grain sales, where the company could not confirm the existence and accuracy of 32.7759 million yuan in receivables [7][8]. - The second issue pertained to the valuation of inventory, where the company failed to provide sufficient evidence to support its sales forecasts for corn seed inventory [8][9]. Management Response - The company plans to actively pursue the collection of receivables from three grain sales companies and aims to recover the amounts within two years [9]. - For the corn seed inventory, the company intends to implement various measures to ensure sales within the next two years [9].

证券代码：870866 证券简称：绿亨科技 公告编号：2025-038 绿亨科技集团股份有限公司 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 □路演活动 □其他 二、 投资者关系活动情况 活动时间：2025 年 4 月 29 日（星期二）15:00-16:30 □分析师会议 活动地点：全景网"投资者关系互动平台"（https://ir.p5w.net） 参会单位及人员：通过网络方式参与公司 2024 年年度报告业绩说明会的投 资者 上市公司接待人员： 公司董事长、总经理：刘铁斌先生 公司副总经理、董事会秘书：肖代友先生 公司财务负责人：郭志荣女士 | | 经实现了资源的 | 提升经营效率与经济效益。 | | --- | --- | --- | | | 有效整合，提升 | | | | 了 整 体 运 营 效 | | | | 率？ 公 司 启 动 的 | 2024 年 9 月，公司以"石农 ...

证券代码：300087 证券简称：荃银高科 4、请介绍公司抗病转基因玉米专利情况。 安徽荃银高科种业股份有限公司投资者关系活动记录表 编号：2025-001 | | ☑特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | 类别 | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及 | 国泰海通 林逸丹；明泽投资 杨伟；天治基金 王策源；旭芽 | | 人员姓名 | 私募 裘峥；东兴证券 朱佳怡；禾永投资 杨正陶；冰河资产 刘 | | | 春茂；循远资产 田超平。 | | 时间 | 年 月 日 15：30-16：15 2025 4 30 | | 地点 | 公司 420 办公室 | | 上市公司接待人 | 董事会秘书 张庆一；证券事务代表 王允利 | | 员姓名 | | | | 1、请介绍公司2024年及2025年一季度的业绩情况。 2024年度公司实现营业收入47.09亿元，同比增长14.77%； | | | 归属于上市公司股东的净利润1.14亿元，公司种业收入和销量 | | | ...