证券代码：601952 证券简称：苏垦农发 公告编号：2025-033 江苏省农垦农业发展股份有限公司 关于召开 2024 年度暨 2025 年第一季度 业绩说明会的公告 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。 重要内容提示： ? 会议召开时间：2025 年 5 月 28 日(星期三)15:00-16:00 ? 会议召开地点：上海证券交易所上证路演中心（网址： http://roadshow.sseinfo.com/） ? 会议召开方式：上证路演中心视频直播和网络互动 一、 说明会类型 本次投资者说明会以视频结合网络互动召开，公司将针对 2024 年度暨 2025 年第一季度经营成果及财务指标的具体情况与投资者进行互动交流和沟通，在信 息披露允许的范围内就投资者普遍关注的问题进行回答。 二、 说明会召开的时间、地点 （一） 会议召开时间：2025 年 5 月 28 日 15:00-16:00 （二） 会议召开地点：上证路演中心（http://roadshow.sseinfo.com/） （三） 会议召开方式：上证路演中 ...

央视网消息：在北方，冬小麦等夏熟作物进入灌浆阶段，籽粒日渐饱满。而西南麦区已经开镰收获，长江中下游麦区、黄淮海麦区 也陆续进入收获期。各地因地制宜，提升三夏机收作业效率。 眼下，湖北小麦主产区襄阳市536万亩小麦进入收获高峰期。2025年，当地统筹调度联合收割机、拖拉机、烘干机等各类农机设备近 4万台（套）。 据了解，襄阳多家农机专业合作社都购入了大喂入量收割机，这种喂入量达到每秒12公斤的收割机，极大提升了小麦收获效率。 目前，湖北已收获小麦750.3万亩，进度47.9%，同比快2.6个百分点。小麦每亩平均有效穗数达30.33万个，同比增加0.28万个，小麦 品质好于往年。 全国小麦生产第一大省河南，已收获小麦307.5万亩。2025年，河南"三夏"生产期间投入联合收割机预计在20万台以上。 河南南阳邓州罗庄的麦田里，岗坡地的小麦因为2025年降水少、气温高等原因，已经陆续提前收获。而平地的小麦还处于灌浆晚 期，这片旗叶是绿的，证明这株麦穗还在灌浆，而且这个麦粒还是软的，要等待麦粒变硬、旗叶变黄就可以收割。当地农户介绍， 这片麦子还有3到5天就可以迎来大规模机收。 由于2025年南阳小麦收割期相对提前，不少 ...

Group 1 - The article highlights the transformation of agriculture in Shandong's Penglai region through mechanization and the establishment of large-scale farming operations, exemplified by the success of a local farmer, Sun Liangzu [1][2] - Sun Liangzu has expanded his farming operation to manage up to 765 acres, producing over 130,000 pounds of high-quality corn and wheat annually, while also providing agricultural services to over 2,500 acres of surrounding farmland [2] - The introduction of smart agricultural technologies, such as agricultural drones, is seen as a significant advancement, allowing for more efficient farming practices and reducing labor intensity [2] Group 2 - Penglai Rural Commercial Bank has actively supported local farmers by providing quick financial assistance, exemplified by the rapid approval of a 300,000 yuan "entrepreneurial guarantee loan" to Sun Liangzu within three days [3] - The bank has implemented innovative service models and optimized product offerings to support rural revitalization, focusing on integrating new agricultural production capabilities with green, smart, and digital agriculture [3] - As of now, the total agricultural loans in the city have reached 108.775 billion yuan, an increase of 1.7 billion yuan since the beginning of the year, indicating strong financial support for the agricultural sector [3]

Group 1 - The core viewpoint of the article highlights the recent research conducted by Kaifeng Investment on a listed company, Nopoxin, focusing on its blueberry business and market strategies [1] - Nopoxin has made progress in branding and channel development for its blueberry business, with improved channel satisfaction and expanding export channels [1] - There is significant growth potential in technology breakthroughs, talent cultivation, and preservation techniques in the blueberry cultivation sector, particularly in overseas markets such as Southeast Asia, Japan, and Russia [1] - Blueberry prices are expected to gradually decline over the long term, leading to a healthier market characterized by differentiation in variety, quality, seasonality, and geography [1] - The company employs marketing strategies such as "selling well," branding, channel management, and planning to mitigate price fluctuations while optimizing cultivation in the best regions to reduce costs [1] - Nopoxin's premium brand "Aimei Zhuang" targets the high-end market, offering better quality and higher premiums [1] - The company faces challenges in land acquisition in Yunnan, but government support is seen as a favorable factor for securing land [1] - Despite increased production, costs are rising due to improvements in cultivation quality, talent reserves, and technological innovation [1] - Nopoxin's core advantages lie in scientific and technological innovation, pest and disease control, structural advantages, partnership systems, and the application of systematic and scalable tools [1] Group 2 - Kaifeng Investment is a macro-hedge fund management company that invests in global commodities, bonds, equity assets, and derivatives [2] - The company is a member of the China Fund Industry Association and the China Futures Association, with qualifications approved by the China Securities Investment Fund Association [2] - Kaifeng Investment has received multiple awards for its performance and scale in managing various funds, ranking among the top in its category in China [2] - The investment philosophy of Kaifeng Investment emphasizes that details conceal industrial secrets and research reveals value cores [2] - The company has a high-level research team of over 50 members focused on macro and industrial fundamental research, covering major trading varieties in domestic and international futures markets [2] - In 2016, Kaifeng Investment plans to strengthen communication and cooperation with real enterprises, providing comprehensive solutions including industrial consulting, hedging cooperation, and industrial funds [2]

Group 1: Establishment of Research Studios - The Heilongjiang Provincial Science and Technology Department has approved the establishment of four research studios, including the Liu Chunlong Goose Health Breeding Studio [1] - The studios aim to integrate advanced scientific research with local agricultural and ecological characteristics, focusing on wetland ecological restoration, goose health breeding, soybean genetic improvement, and high-yield technology for cold-region crops [1] Group 2: Ecological Significance of Sanjiang National Nature Reserve - The Sanjiang National Nature Reserve is the largest freshwater marsh wetland area in China, preserving a rich biodiversity and serving as a natural gene bank [2] - The reserve is home to 22 species of nationally protected wildlife, including the red-crowned crane and the Siberian tiger, and aims to restore degraded wetland ecosystems through scientific research and technology [2] Group 3: Development of the Goose Industry - The goose industry in Heilongjiang Province has rapidly developed, with a breeding population exceeding 40 million [3] - Research efforts focus on goose genetic resource evaluation, new variety breeding, nutrition, disease mechanisms, and vaccine development, with over 20 related projects undertaken [3] Group 4: Soybean Genetic Improvement Initiatives - The Meng Fanli Northern Spring Soybean Genetic Improvement Studio is established in collaboration with Heilongjiang Shengfeng Seed Industry Co., focusing on soybean pest resistance breeding and innovation [4] - The studio is part of national and provincial projects aimed at enhancing soybean yield and efficiency [4] Group 5: High-Yield Technology for Cold-Region Crops - The Wang Yang Cold-Region Crop High-Yield Technology Studio is established with Heilongjiang Beidahuang Agricultural Co., focusing on high-yield crop technology and production models [5] - The studio aims to enhance agricultural productivity and quality through scientific collaboration and technology transfer [5] Group 6: Overall Impact of Research Studios - Heilongjiang Province now has a total of 114 Chinese Academy of Sciences research studios, promoting the application of high-end scientific achievements and fostering high-level scientific talent [5]

企业一手连着实验室，一手连着生产车间，是打通技术和市场的关键角色，是科技创新的主体。尤其是 领军企业，理应肩负起科技创新领头羊的责任。 领军企业往往具有强大研发实力、核心技术优势、高市场占有率和行业影响力，是创新体系中的重要力 量。中核集团"华龙一号"带动高端装备制造业整体升级，产业链自主可控能力大幅提升；广汽埃安联合 上下游企业共同构建高效供应链体系，零部件生产与整车制造紧密协同；新希望集团和华中农业大学共 同培育高蛋白玉米，减少对进口大豆的依赖……近年来，一批领军企业搭建平台、整合资源、共享技 术，带动产业链大中小企业在技术攻关、效率提升等方面取得新突破。与此同时，有些领军企业在与科 研院所的合作中创新主导权不足，导致研发方向和市场需求存在脱节；有些领军企业之间沟通机制、共 享机制不完善，出现联手反而失手的现象，这些都影响了领军企业创新引领作用的发挥。 要当好促进协同的"吸铁磁"。领军企业具有较强的行业号召力和资源整合能力，一方面要联合高校、科 研院所构建创新联合体，建立长效稳定的合作机制，发挥比较优势，开展产学研融合攻坚，加速基础研 究和产业应用的转化衔接。另一方面要发挥"链主"作用，拉动上下游企业协同 ...

Core Viewpoint - The collaboration among multiple parties aims to leverage financial and meteorological technology to enhance disaster prevention and reduction in the Maoming lychee industry, creating a new model that integrates agriculture, meteorology, finance, and technology [4][8][10]. Group 1: Collaboration and Agreement - A cooperation agreement titled "Financial Meteorology Technology Empowering High-Quality Development of the Lychee Industry" was signed by six parties, including the Guangdong Meteorological Bureau and the Maoming Municipal Government [3][4]. - The agreement emphasizes principles such as complementary advantages, collaborative advancement, and service to society, aiming to establish a national-level lychee financial meteorology base [10][12]. Group 2: Disaster Prevention and Technological Support - The collaboration will focus on disaster prevention and reduction, meteorological indices, weather derivatives, and index insurance, creating a robust support system for the lychee industry [6][7][8]. - The Guangdong Meteorological Bureau will provide professional meteorological services and support for scientific research related to the impact of weather on lychee production [19][20]. Group 3: Financial Products and Risk Management - The initiative includes the development of lychee meteorological index products and the implementation of an "insurance + futures" service model to provide comprehensive risk management for lychee farmers [30][32]. - The collaboration aims to transition lychee meteorological index insurance from commercial insurance to policy-based agricultural insurance, thereby reducing costs for growers and enhancing their willingness to insure [34][35]. Group 4: Innovation and Future Prospects - The partnership will explore the design of green financial products, including lychee meteorological index derivatives, to promote futures trading and support rural revitalization through financial innovation [36][37]. - The establishment of the Gaoxiong Lychee Financial Meteorology Base will gather resources from financial institutions, meteorological departments, and research institutes to enhance the precision of meteorological data monitoring and disaster risk early warning [15][18].

证券代码：600108 证券简称：亚盛集团 公告编号：2025-023 甘肃亚盛实业(集团)股份有限公司 关于 2024 年度业绩暨现金分红说明会 召开情况的公告 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。 一、说明会召开情况 甘肃亚盛实业（集团）股份有限公司（以下简称"公司"）于2025 年5月10日发布了《关于召开2024年度业绩暨现金分红说明会的公告》， 并通过上海证券交易所上证路演中心网站"提问预征集"栏目以及邮件等 方式提前征集投资者所关注的问题。 公司于2025年5月19日10:00—11:00在上海证券交易所上证路演中心 （https://roadshow.sseinfo.com/）以网络互动形式召开了2024年度业绩暨现 金分红说明会。公司董事长连鹏先生、总经理姜有军先生、独立董事张金 辉先生、财务总监苟佛红先生、董事会秘书范可奕女士出席了本次说明会， 在信息披露允许的范围内就投资者关注的事项与投资者进行了沟通与交 流。 二、本次说明会投资者提出的问题及公司答复情况 公司就投资者在说明会上提出的问题给予了 ...

Group 1 - The Grain ETF (159698.SZ) increased by 0.46%, with its associated index, the National Grain Index (399365.SZ), rising by 0.15% [1] - Major constituent stocks such as Qianyuan High-Tech, Xuelong Biological, and Chengde Lulu saw significant increases, with Chengde Lulu rising by 4.31% [1] - The Ministry of Water Resources reported that the national spring irrigation area reached 360 million mu, with 5230 large and medium-sized irrigation areas irrigating 250 million mu, indicating strengthened irrigation support for grain production [1] Group 2 - The Global Food Crisis Report indicated that 295 million people worldwide are facing severe food insecurity in 2024, an increase of 13.7 million from 2023, marking the sixth consecutive year of growth [1] - Domestic measures to stabilize production, combined with a globally tight supply-demand situation, are enhancing market expectations for the grain industry chain [1] - The food and beverage industry is showing structural recovery characteristics, with dairy and seasoning sectors experiencing reduced price pressure, which is expected to drive sales recovery [2] Group 3 - Securities firms like Industrial Securities noted that the head enterprises can partially hedge raw material price volatility through overseas capacity layout and price-locking ability, which is relevant for leading agricultural companies like Haida Group [2] - The dual drivers of marginal improvement in the industry fundamentals and alleviation of cost pressures are highlighted by both Industrial Securities and Galaxy Securities [2] - Related products include Grain ETF (159698) and linked funds (Class A 021086, Class C 021087, Class I 022848) [2]

Core Viewpoint - Hunan province plays a crucial role in ensuring national food security, with a stable grain planting area and production capacity, supported by financial initiatives to enhance agricultural productivity and resilience [1][2][3]. Financial Support for Grain Security - Hunan's financial regulatory body emphasizes the importance of food security, implementing policies to ensure credit supply and insurance coverage across the entire grain production chain, with a loan balance of 153.5 billion yuan in key grain sectors, a 20.7% increase year-on-year [1][2]. - The province's rice insurance amount reached 46.01 billion yuan in 2024, ranking first in the country, demonstrating a strong commitment to safeguarding agricultural investments [1]. Focus on Agricultural Infrastructure - Financial support is directed towards high-standard farmland construction, with a loan balance of 41.36 billion yuan, reflecting a 29% increase, and innovative financing models are being developed to enhance project viability [2]. - The integration of agricultural technology financing is encouraged to improve mechanization levels, with 5.26 billion yuan in loans issued to 11,000 agricultural entities for machinery [2]. Innovation in Financial Services - Hunan's financial institutions are enhancing agricultural insurance services by creating a risk map for major crops and developing new insurance products to cover various agricultural risks [3]. - The establishment of credit rating systems for new agricultural entities aims to improve financing accessibility, with comprehensive credit records being developed for all entities in need [3]. Support for Seed Industry Development - Hunan is recognized as a major seed industry province, with financial services tailored to support seed innovation and development, resulting in 12.43 billion yuan in loans to 42,000 agricultural entities [4]. - The focus is on providing comprehensive services to core seed enterprises and their supply chains, promoting high-quality development in the grain sector [4]. Future Directions - The regulatory body plans to continue enhancing financial support for food security, focusing on innovative product development and collaboration with various departments to ensure effective policy implementation [5]. - Emphasis will be placed on increasing financial resources for agricultural production and ensuring that financial services align with the needs of rural revitalization [5].