二、业绩预告预审计情况 本次业绩预告相关的财务数据未经会计师事务所预审计。 三、业绩变动原因说明 公司预计 2025 年半年度归属于上市公司股东的净利润同比减少，主要系上 年同期土地处置收益及公司处置嘉隆公司股权等非经常收益较高所致；归属于上 市公司股东的扣除非经常性损益后的净利润亏损减少，主要系公司重要的联营企 业在 2025 年 1-6 月实现扭亏为盈。 四、其他相关说明 证券代码：002496 证券简称：*ST 辉丰 公告编号：2025-029 江苏辉丰生物农业股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 项 目 本报告期 上年同期 营业收入 11,011.6 万元 比上年同期增长：36.22%～45.30% 归属于上市公司股东 盈利：1,000 万元～1,500 万元 盈利：3,475.93 万元 的净利润 比上年同期减少：56.85%～71.23% 扣除非经常性损益后 亏损：700 万元～900 万元 亏损：5,443.32 万元 的净利润 比上年同期增长：83.47%～87.14% 基本每股收益 盈利：0.00 ...

Core Viewpoint - The Shenzhen Polytechnic University Future Agriculture Innovation Park has been officially launched to promote agricultural technology innovation and integration with industry, aligning with the national rural revitalization strategy [2][4]. Group 1: Project Overview - The park is located in the Xinhu Street area of Guangming District and is a collaboration between Shenzhen Polytechnic University and Shenzhen Green Field Agricultural Development Co., Ltd. [6][7]. - The initial plan includes a 100-acre experimental field, with plans to expand to 1,000 acres of research farmland within three years [7]. Group 2: Focus Areas - The park will focus on advanced fields such as soybean gene editing, duckweed biotechnology, smart agriculture, and AI agriculture, aiming to create a full-chain result transformation platform from "laboratory to table" [8][9]. Group 3: Operational Mechanism - The park adopts an integrated mechanism of production, learning, research, and application, pioneering a standardized service system for agricultural research [11]. - It will enhance result transformation efficiency through the application of emerging technologies like intelligent irrigation and green prevention [12]. Group 4: Talent Development - The park plans to train 1,000 "new farmers" skilled in IoT and biotechnology within three years and will launch an annual "Agricultural Technology Innovation Youth Competition" to strengthen talent development [12][13]. Group 5: Strategic Importance - This initiative is a key measure to implement the "new quality productivity" strategy in agriculture, aiming to upgrade thousands of acres of farmland into a modern agricultural demonstration model in the Greater Bay Area [15][16].

Core Viewpoint - The article highlights the recognition of Muen Biotechnology as a leading innovator in the field of microbial resources and biomanufacturing, having been shortlisted for the WIPO Global Award 2025, which underscores the importance of intellectual property in driving business growth and sustainable development [1][2]. Group 1: Company Achievements - Muen Biotechnology is the only Guangdong company among the six Chinese enterprises that made it to the WIPO Global Award 2025 top 30, showcasing its significant contributions to microbial technology [1][2]. - The company has established the world's largest and most diverse commercial microbial strain library, preserving over 310,000 strains with independent intellectual property rights, including approximately 15,000 high-value strains and over 6,000 new species [3][5]. - Muen Biotechnology has received various accolades, including being named a "Guangdong Provincial Intellectual Property Demonstration Enterprise" and a "Key Agricultural Leading Enterprise" [3]. Group 2: Intellectual Property Strategy - The company has submitted a total of 209 patent applications globally, including 23 international PCT applications, and has received 71 invention patents in China, 2 in Australia, and 2 trademark registrations in the United States [5]. - Muen Biotechnology employs a unique "strain-process-formulation" protection model, ensuring that each high-value microorganism has an average of over five associated patents, creating a robust technical barrier [5]. - The R&D team comprises over 50% of the company's total workforce, with R&D expenditures accounting for approximately 50% of total revenue last year, indicating a strong commitment to innovation [4][5]. Group 3: Market Impact and Future Plans - Muen Biotechnology's agricultural products dominate the new pesticide registration list, with four products listed, and the company serves over 20,000 core growers across 29 provinces in China, covering more than 60 million acres [6]. - The company plans to accelerate PCT international patent applications and expand its technological influence in the fields of biopesticides, microbial proteins, and live microbial drugs [8]. - Muen Biotechnology aims to establish a standard system for microbial resource identification and evaluation in China, promoting global collaboration in research and development [8].

Core Insights - The article emphasizes the importance of biomanufacturing as a new industry that leverages biological functions for large-scale material processing and transformation, contributing to industrial goods for societal development [1] - Hubei province aims to advance technological and industrial innovation by balancing the transformation of traditional industries with the cultivation of emerging and future industries [1] Group 1: Biomanufacturing Development in Hubei - Hubei has a solid foundation for developing biomanufacturing, supported by its strong biological industry and innovation capabilities [2] - The province has 11.5 million biopharmaceutical companies and 36,452 biopharmaceutical patents, with Wuhan housing 42,080 biopharmaceutical companies and 19,791 patents [2] - Biomanufacturing is seen as a new growth point for Hubei's biological industry, creating new materials and ensuring sustainable production methods [2][3] Group 2: Educational and Research Initiatives - Hubei University is focusing on enhancing its capabilities in synthetic biology and biomanufacturing to support the province's industrial layout [3] - The university is investing in talent, platforms, and research to address the bottlenecks in industrial transformation and to develop core technologies in biomanufacturing [3][5] - Hubei University has established a synthetic biology innovation consortium with leading enterprises to drive the development of biomanufacturing in the region [3] Group 3: Strategic Planning and Integration - Hubei's future biomanufacturing development should align with China's modernization goals, focusing on economic and social benefits [4] - The province plans to create a 5-10 year development plan for biomanufacturing, emphasizing foundational biotechnology upgrades and high-value biological product development [4][5] - The strategy includes attracting leading companies in the biomanufacturing sector to enhance resource integration and support the growth of related academic disciplines [5]

Group 1: Agricultural Innovation and Technology - The Nanjing National Agricultural High-tech Industry Demonstration Zone is recognized as the first batch and the only national-level agricultural high-tech zone in the Yangtze River Delta, focusing on smart agriculture and technological innovation [1][12] - The zone promotes various agricultural technologies, including soil-less cultivation, data collection, and agricultural photovoltaics, aiming for green and low-carbon development [7][10] - The plant factory operated by Sheneng Nanjing Energy Holdings utilizes a "farm-light complementary" model, producing 500 Jin of vegetables daily and generating an annual revenue of approximately 1.5 million Yuan [7][8] Group 2: Food Industry Development - The Nanjing National Agricultural High-tech Zone has attracted well-known food brands such as Babi Mantou and Daxidi, establishing a significant food industry cluster [8][9] - Babi Food's production base has a daily output capacity of 30 to 35 tons for filling and 450,000 finished products, while Jiangsu Heyue Food Technology has developed several popular snack brands [8][9] - The zone aims to create a "100 billion-level" food industry park by optimizing the business environment and attracting large projects [9][10] Group 3: Technology Transfer and Collaboration - The zone has collected over 3,000 agricultural technology achievements, with around 650 being promoted on a trading platform, applicable not only in the Yangtze River Delta but also in northern and arid regions of China [10][11] - Collaboration with 13 universities and research institutions has led to the establishment of a closed-loop innovation system, facilitating the transformation of agricultural technology into marketable products [10][11] - Future projects include the "Carbon Valley" initiative and the "Fuxi Farm" project, focusing on ecological forestry and smart agricultural production using AI and big data [11][12]

以下文章来源于RimeData 来觅数据 ，作者来觅研究院 RimeData 来觅数据 . 全面的一级市场数据平台 目录 品数据 行业概要 RIM 1.1 生物技术概览 4 1.2 行业相关政策 5 1.3 Q1时间线 6 1.4 寨道图谱 8 投融动态 2.1 Q1投融动态 10 2.2 活跃投资者 13 2.3 Q1 关键投融资事件 14 行业趋势 3.1 生物育种 16 撰稿 来觅研究院 张梓英 代表企业 Rim 设计 来觅数据设计回队 4.1博瑞迪生物 20 2025-05-28 发布 行业概览 生物技术概览 行业相关政策 Q1时间线 赛道图谱 本报告是生物技术2025年 ie Data 米 生物技术概览 近年来,全球对健康、环保和可持续发展的关注度不断提高,生物技术产业在 技术创新、政策支持和资本推动下高速发展,正在医疗健康、现代农业、绿色 制造和环境保护等领域展现出前所未有的发展潜力。据Precedence Research 数据显示，2024年全球生物技术市场规模达到1.55万亿美元,2030年预计市 场规模将达到3.21万亿美元。 在农业领域,生物技术在农业育种方面的应用日益广泛,在全球气候变 ...

Core Insights - The Nanjing National Agricultural High-tech Zone aims to become a hub for agricultural technology innovation in the Yangtze River Delta region, focusing on the transformation of agricultural and biological technologies into practical applications [1] Group 1: Agricultural Technology Innovation - The Nanjing National Agricultural High-tech Zone has collected over 3,000 technological achievements from the Yangtze River Delta, with approximately 650 being promoted on its trading platform [1] - The zone is home to seven universities and research institutions, including Nanjing Agricultural University and Nanjing Forestry University, and collaborates with 32 agricultural universities and institutions [1] Group 2: Green Smart Agriculture - Green smart agriculture is the main theme, with biological agriculture as the leading industry, supported by agricultural intelligent equipment manufacturing and agricultural technology services [2] - The "Agricultural-Photovoltaic Complementarity" concept is being implemented, utilizing solar power to create optimal growth conditions for various crops [2] Group 3: Sales and Market Dynamics - The production capacity of vegetables at the planting base reached 500 kg per day pre-pandemic, generating annual revenue of approximately 1.5 million yuan [3] - The market for pansies has been strong, with daily sales of 7,000 to 8,000 flowers at a wholesale price of 0.15 to 0.2 yuan per flower [3] Group 4: Biological Agriculture Developments - Key technological achievements in biological agriculture, such as varieties of rice and soybeans, are being commercialized and sold across cities in the Yangtze River Delta and nationwide [4] - Future focuses include the development of new antibiotics and the recycling of agricultural solid fertilizers [4] Group 5: Upcoming Projects - The "Carbon Valley" project will focus on ecological forestry and carbon research, while the "Fuxi Farm" project will utilize agricultural biological gene phenomics technology [5] - The Fuxi Farm project will integrate smart agricultural machinery with AI and big data to enhance predictability and control in crop production [5]

Group 1: Strategic Focus and Business Performance - The company has shifted its strategic focus to modern agriculture, achieving a revenue of 206.61 million yuan in 2024, a year-on-year increase of 169.05% [2][3] - The integration of "seed, fertilizer, and pesticide + biotechnology + digitalization" aims to create a comprehensive solution for cost reduction and yield increase [3][4] - The dual-core development strategy emphasizes "cost reduction and yield increase" alongside "green additives" to enhance agricultural productivity and sustainability [4][5] Group 2: Future Plans and Market Expansion - In 2025, the company plans to enhance its global integrated operation system, focusing on customer needs and optimizing product marketing strategies [6][7] - The company aims to deepen its market presence in Asia, Europe, Africa, and the CIS regions, with a focus on biological stimulants and nitrogen-fixing microorganisms [7][8] - The "going out" strategy will target Southeast Asia, the CIS, and Africa, leveraging core technological advantages in agricultural additives and digital applications [9][10] Group 3: Financial Performance and Challenges - The company experienced a decline in Q1 2025 revenue and cash flow due to early Spring Festival holidays and low fertilizer prices, which are considered short-term fluctuations [9] - Future growth points include upgrading agricultural additives and special fertilizers, focusing on green and multifunctional products [9][10] - The company aims to provide comprehensive services in soil testing, scientific planting planning, and integrated water and fertilizer management to enhance competitiveness in the global agricultural supply chain [10]

Core Insights - The Chinese biotechnology industry, focusing on biopharmaceuticals, biomanufacturing, and bioagriculture, is experiencing high-quality development supported by national policies, with a projected industry scale of 21.4 trillion yuan in 2024, representing a year-on-year growth of 3.88% [1][8] - Technological innovation is identified as the core engine for industry advancement, with significant breakthroughs in gene editing, synthetic biology, and cell therapy, enhancing China's competitive position in the global biotechnology landscape [1][8] Industry Overview - The biotechnology sector encompasses living organisms and is classified based on similarities in morphology and physiology, aiding in understanding evolutionary relationships [2] - The industry has evolved through five stages, from initial laboratory research in the 1980s to a focus on commercialization and internationalization in recent years [3][4][5] Market Scale - The biopharmaceutical sector is projected to face pricing pressures, with the PPI index for biopharmaceutical manufacturing at 95.7, down 4.3% year-on-year as of March 2025, yet the demand for biopharmaceuticals is expected to grow due to aging populations and increased health awareness [10] - The biomass power generation capacity in China is expected to reach 45.99 million kilowatts by 2024, with a year-on-year growth of 4.19%, indicating a significant role in the low-carbon energy transition [12] Key Enterprises - Major players in the biopharmaceutical sector include Huazhong Biotech, which has a comprehensive blood product portfolio and a significant vaccine production platform, and Longping High-Tech, known for its hybrid rice innovations and international breeding initiatives [18][20] - The biomanufacturing and bioenergy sectors are led by companies like Guoneng Bio and Malu Bio, focusing on biomass power generation and organic waste treatment, respectively [15][16] Industry Development Trends - Technological innovation is driving breakthroughs across multiple fields, including personalized medicine in biopharmaceuticals and enhanced efficiency in bioenergy production [22][23] - The integration of biomanufacturing and bioagriculture is expected to yield innovative solutions, improving resource utilization and creating a circular economy [25]

Group 1: Financial Performance and Projections - In Q1 2025, the company's operating revenue increased by 29.37% year-on-year [4] - The expected revenue for the first half of 2025 is anticipated to show significant growth compared to the previous year [4] - The company aims to avoid a repeat of the 2024 revenue shortfall, which was a significant lesson learned [4][8] Group 2: Strategic Initiatives - The company plans to enhance sales operations and focus on small molecule fertilizer projects to drive growth [4][8] - There is an emphasis on mergers and acquisitions to seize opportunities for expansion [4][8] - The company is optimizing its asset structure and integrating inefficient assets to improve profitability [5] Group 3: Market and Product Development - The small molecule functional fertilizer technology has matured, with the first production line already operational and receiving positive market feedback [3][5] - Future R&D will focus on developing more application scenarios and formulations for small molecule fertilizers [3] - The company is leveraging its 37-year brand foundation to promote small molecule fertilizers through various platforms [3] Group 4: Risk Management and Stock Performance - The management is actively monitoring stock market performance and aims to stabilize stock prices through improved operational performance [3][4] - The company is addressing liquidity risks by potentially selling stakes in joint ventures or financial assets [4][6] - There are plans to mitigate risks associated with potential delisting if revenue falls below 300 million and profits are negative [4][6] Group 5: Industry Trends and Future Outlook - The agricultural input industry is shifting towards technology, service, and ecological competition, with a focus on digitalization and green products [7] - The company is exploring partnerships in the hydrogen energy sector to enhance its market position [9][10] - The overall industry is expected to see increased concentration and transformation driven by policy and market forces [7]