重要内容提示 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600354 证券简称：敦煌种业 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、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法律责任。 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假 记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息的真 实、准确、完整。 第一季度财务报表是否经审计 □是 √否 一、 主要财务数据 (一) 主要会计数据和财务指标 单位：元 币种：人民币 (二) 非经常性损益项目和金额 √适用 □不适用 单位:元 币种:人民币 对公司将《公开发行证券的公司信息披露解释性公告第1号——非经常性损益》未列举的项目认定为非 经常性损益项目且金额重大的，以及将《公开发行证券的公司信息披露解释性公告第1号——非经常性 损益》中列举的非经常性损益项目界定为经常性损益的项目，应说明原因。 □适用 √不适用 (三) 主要会计数据、财务指标发生变动的情况、原因 √适用 □不适 ...

以下文章来源于RimeData 来觅数据 ，作者来觅研究院 导读：4月7日，中共中央、国务院印发《加快建设农业强国规划（2024-2035）》，其中提到要推动种业自主创新全面突破，加强种质资 源保护利用，建设国际一流的国家农业种植资源保存、鉴定、创制和基因挖掘重大设施。实施育种联合攻关和畜禽遗传改良计划，加快建 设南繁硅谷。实施生物育种重大专项，选育高油高产大豆、耐盐碱作物等品种，加快生物育种产业化应用。 01 生物育种 生物育种是指利用现代生物学技术（如基因工程、分子标记、细胞工程等）结合传统育种方法，对动植物进行遗传改良，以获得优良性状（如高产、抗 病、耐逆、优质等）的新品种的过程，其核心是通过操控生物体的遗传物质（DNA）来定向优化目标性状，提高农业生产效率。 全球大力发展生物育种技术，主要是为了应对传统种植方法存在的诸多问题，如育种效率低、抗逆性差、资源利用效率低以及难以满足多样化市场需求 等。生物育种技术凭借其精准高效、抗逆性强、资源利用高效等优势，能显著提高粮食产量，保障粮食安全，同时推动农业的智能化和可持续发展。生物 育种技术已成为现代农业发展的关键驱动力，对于提升农业竞争力、应对资源约束以及推 ...

据证券之星公开数据整理，近期登海种业（002041）发布2025年一季报。截至本报告期末，公司营业总 收入1.63亿元，同比下降30.04%，归母净利润2459.77万元，同比下降18.37%。按单季度数据看，第一 季度营业总收入1.63亿元，同比下降30.04%，第一季度归母净利润2459.77万元，同比下降18.37%。本 报告期登海种业三费占比上升明显，财务费用、销售费用和管理费用总和占总营收同比增幅达 42.85%。 本次财报公布的各项数据指标表现一般。其中，毛利率30.68%，同比增17.68%，净利率16.47%，同比 增19.47%，销售费用、管理费用、财务费用总计3089.89万元，三费占营收比19.0%，同比增42.85%，每 股净资产4.11元，同比增0.54%，每股经营性现金流-0.09元，同比增0.27%，每股收益0.03元，同比减 18.13% | 项目 | 2024年一季报 | 2025年一季报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 2.32亿 | 1.63亿 | -30.04% | | 归母净利润(元) | 3013.36 ...

Core Insights - The Central Plains Agricultural Valley (中原农谷) in Henan Province has become a key area for agricultural innovation, contributing to a stable grain production of 1,344 billion jin in 2024, addressing food security for 100 million people and exporting 600 billion jin of raw and processed grains annually [2][3][4] - The establishment of the National Biological Breeding Industry Innovation Center in 2019 has facilitated the development of a comprehensive seed industry innovation system, covering an area of 1,612 square kilometers [3][4] - The region has attracted over 67 high-level research platforms and a significant number of experts, including 24 academicians and over 390 high-level seed industry talents, enhancing its research capabilities [4][9] Agricultural Innovation Ecosystem - The Central Plains Agricultural Valley focuses on eight major areas: grain, oilseeds, livestock, fruits and vegetables, edible fungi, aquaculture, ornamental plants, and traditional Chinese medicine, creating a full-chain innovation ecosystem from breeding to marketing [4][5] - The introduction of the new wheat variety "Pu Bing 03" marks a significant achievement in seed innovation, with plans to promote it across 250,000 mu (approximately 41,667 acres) in the coming years [5][9] - The region has launched 126 high-quality new varieties, with the strong gluten wheat variety "Zhong Mai 578" covering 5 million mu, contributing to an annual increase of over 2 billion jin in grain production [5][9] Technological Advancements - The integration of smart agriculture technologies has led to a 35% reduction in water usage through mobile app-controlled irrigation systems, alongside a 40% increase in production efficiency due to drone applications [5][8] - The establishment of a comprehensive monitoring system allows for real-time data collection on soil conditions, weather, and pest threats, enabling precise agricultural management [8][9] International Collaboration and Future Goals - The Central Plains Agricultural Valley is fostering international collaboration with institutions like Wageningen University and Hannover Veterinary University, focusing on cutting-edge research [9] - The development plan aims to establish a world-class agricultural technology infrastructure by 2035, targeting a total seed industry output value of 30 billion yuan and a processed agricultural product output exceeding 90 billion yuan [9][10]

Core Insights - The report highlights that the inbound economy may boost China's GDP by approximately 0.2 percentage points in 2025, driven by policy changes aimed at optimizing the outbound tax refund system and increasing inbound consumption [5][6][7] - The report provides a detailed analysis of various industries and companies, indicating a mixed performance across sectors, with some companies showing strong growth while others face challenges [3][4] Industry Overview - **Chemical Industry**: Huafeng Chemical (002064.SZ) reported Q1 performance exceeding expectations, with revenue of 6.314 billion yuan, a year-on-year decrease of 5.15%, and a net profit of 504 million yuan, down 26.21% year-on-year, but a significant increase of 145.60% quarter-on-quarter [28][29] - **Coal Mining**: Lu'an Environmental Energy (601699.SH) faced a decline in both volume and price, leading to a projected annual revenue of 35.85 billion yuan, down 16.9% year-on-year, and a net profit of 2.45 billion yuan, down 69.1% year-on-year [32][33] - **Textiles and Apparel**: Mousse Co., Ltd. (001323.SZ) reported a Q1 revenue of 1.12 billion yuan, a decrease of 6.7% year-on-year, with expectations for recovery following government subsidies [54][55] - **Home Appliances**: Dechang Co., Ltd. (605555.SH) achieved a Q1 revenue of 1 billion yuan, up 21.33% year-on-year, with a focus on expanding production capacity in Southeast Asia [40][41] Company-Specific Insights - **Huafeng Chemical**: The company is consolidating its position in the polyurethane industry through vertical mergers and acquisitions, maintaining a "buy" rating with projected net profits of 2.474 billion, 3.110 billion, and 3.822 billion yuan for 2025-2027 [28][30] - **Lu'an Environmental Energy**: The company is expected to see a rebound in coal prices, with a focus on capacity growth and price elasticity, maintaining a "buy" rating despite recent performance challenges [32][34] - **Mousse Co., Ltd.**: The company is enhancing its multi-channel and multi-category market layout, with a projected net profit of 799 million, 872 million, and 956 million yuan for 2025-2027 [54][55] - **Dechang Co., Ltd.**: The company is expanding its overseas production capacity and expects significant growth in its automotive motor segment, maintaining a "buy" rating [40][41]

Core Insights - The company reported a revenue of 4.709 billion yuan for 2024, marking a year-on-year increase of 14.77% and a net profit of 114 million yuan, driven by steady growth in seed sales and exports [1] - The company achieved a total seed sales volume of 21,620.91 million kilograms, reflecting a year-on-year growth of 6.81%, with significant increases in rice and corn sales [1] - The company has enhanced its breeding innovation capabilities, with 59 new rice varieties and 19 hybrid corn varieties passing national certification in 2024 [1] Group 1 - The company has optimized its business structure by establishing dedicated divisions for rice and corn, exploring a new marketing model that integrates "advantage products + services" [2] - The company has expanded its sales network across 17 provinces and cities in China, strengthening market control and combating infringement [2] - The company’s overseas sales reached 19,373.48 tons, a 74.80% increase year-on-year, with overseas revenue of 492 million yuan, up 72.39% [2] Group 2 - The company reported a revenue of 835.32 million yuan for Q1 2025, a 24.13% increase compared to the same period last year, attributed to increased seed exports and grain orders [3] - The net profit for Q1 2025 was 2.197 million yuan, indicating positive growth in the company's financial performance [3]

荃银高科（300087）公告，2025年第一季度营业收入8.35亿元，同比增长24.13%。净利润219.67万元， 同比下降87.62%。 ...

种体系，拥有南美洲功能最全、通量最大、效率领先的分子育种 实验室，以及巴西领先的病理实验室，基础研发能力处于行业前 沿。此外，隆平巴西建有 5 个核心育种站，覆盖巴西所有市场类 型，具备冬季和夏季玉米可持续的品种产出能力；组建了年龄结 构合理的核心育种家团队。全面应用全基因组预测育种技术，准 确率超 90%。除现有的 4 大种质资源分群，正在构建第五个种质 资源群体，为后续研发提供有力支撑。通过系统梳理，公司预计 在 1-2 年内有一批较强竞争力的新品种推向市场。4）在其他作物 领域，高粱市场潜力巨大。据专业机构研究数据，过去五年巴西 高粱种植面积增长了 80%，未来 10 年内预计有 30%以上的增长空 间，公司凭借完全自主知识产权的品种，打造了新的高毛利业务 增长点。此外，大豆、水稻等作物在当地也具备发展潜能。公司 此前已投资建设南美规模领先的种子生产线，覆盖种子加工、仓 储、物流等环节，有效提升供应链效率与产品质量稳定性，为业 务规模扩张提供坚实保障。 （2）盈利能力提升举措与进度。1）巴西的客户专业性强、 服务要求高、产品质量要求高，对种子质量的保障，供应链的管 理提出了更高的要求，刚好我们在国内具备 ...

| 名称 持有数量(万股) | | 占总股本比例(%) | 增减情况(万股) | | --- | --- | --- | --- | | 国投种业科技有限公司 | 12280.30 | 20.00 | 不变 | | 合肥市建设投资控股(集团)有限公司 | 5673.99 | 9.24 | 不变 | | 嘉实农业产业股票A | 1220.57 | 1.99 | -85.53 | | 宋钢 | 444.25 | 0.72 | 53.16 | | 朱黎辉 | 410.02 | 0.67 | -2.00 | | 海南波莲科技有限公司 | 405.00 | 0.66 | 2.00 | | 基本养老保险基金九零三组合 | 358.16 | 0.58 | 新进 | | 戴飞 | 321.78 | 0.52 | 10.00 | | 丁建军 | 318.94 | 0.52 | 45.83 | | 王淑芬 | 294.45 | 0.48 | 13.85 | | 较上个报告期退出前十大股东有 | | | | | 万家内需增长一年持有期混合 | 373.40 | 0.61 | 退出 | 一、主要会计数据和财务指标 三、分红送配方案情 ...

敦煌种业（600354）公告，2025年第一季度营收为5.95亿元，同比增长34.15%；净利润为6387.99万 元，同比增长61.85%。 ...