证券代码：000061 证券简称：农产品 编号：2025-009 深圳市农产品集团股份有限公司投资者关系活动记录表 | 投资者关系活动类别 | 特定对象调研 分析师会议 ☐ | | --- | --- | | ☐ | 媒体采访 业绩说明会 ☐ | | ☐ | 新闻发布会 ☐ 路演活动 | | ☐ | 现场参观 | | ☐ | 其他（请文字说明其他活动内容） | | 形式 | 现场 ☐ 网上 电话会议 | | 参与单位名称及人员姓名 | 电话会议：天风证券、万家基金、北京源乐晟资管、广东恒健投 资、海通自营、上海趣时资产、长城财富保险、中信建投等基金 | | | 经理、机构分析师、研究员共计 8 名投资者 | | 时间 2025 | 年 8 月 21 日 10:00-11:00 | | 地点 | 深圳市农产品集团股份有限公司董事会秘书办公室 | | 上市公司接待人员姓名 | 董事会秘书 江疆 董事会办公室专员 谢智恒 | | 投资者关系活动主要内容 | | | | 一、公司基本情况介绍 公司成立于1989年，于1997年在深交所主板上市，在全国20 | | 介绍 | 余个大中城市投资了35家实体农产品物流 ...

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。 深圳市农产品集团股份有限公司（以下简称"公司"）向特定对 象发行股票申请已收到中国证券监督管理委员会出具的《关于同意深 圳市农产品集团股份有限公司向特定对象发行股票注册的批复》（证 监许可〔2025〕1642 号）。（具体内容详见公司于 2025 年 8 月 6 日 在《证券时报》《中国证券报》《上海证券报》《证券日报》及巨潮 资讯网上刊登的公告） 鉴于公司已于 2025 年 8 月 20 日披露了《2025 年半年度报告》， 根据《监管规则适用指引——发行类第 7 号》等相关要求，公司会同 相关中介机构对募集说明书、发行保荐书等相关文件中涉及的财务数 据及其他变动事项进行了更新，具体内容详见公司于 2025 年 8 月 23 日在巨潮资讯网上披露的《深圳市农产品集团股份有限公司向特定对 象发行 A 股股票募集说明书（注册稿）（2025 年半年报更新版）》 《国信证券股份有限公司关于深圳市农产品集团股份有限公司主板 向特定对象发行股票的发行保荐书（2025 年半年报更新版）》等相 关文件。 证券代码：000061 ...

● 一亩田上市 北京时间8月19日晚，中国领先的农业B2B数字农业服务企业一亩田集团（Yimutian，股票代码：YMT）正式在美国纳斯达克交易所挂牌上市，成为全球 资本市场中首家来自中国的农业全产业链互联网企业。 一亩田在本次IPO中发行452.2万股ADS，发行价为每股4.1美元。另外，承销商有48.8万股的超额配售权，若全额行使，一亩田本次IPO将募资约2200万美 元。 根据弗若斯特沙利文报告，2023年，全国初级农产品流通总价值达到9万亿元人民币，具有广阔的市场。按照农产品通常5%的佣金计算，约4500亿的佣金 规模，为一亩田"沃来采"打开了广阔的市场空间。 以全球化运营 据招股书，本次募资主要用于继续拓展线下"沃来采"农产品经纪服务网络，进行全面的农产品经纪服务流程和制度的梳理、设计，并全力推进国际化相关 业务。 一亩田创始人邓锦宏表示："中国最好的创业机会在广大乡村。以上市为新的起点，一亩田将继续深化农产品经纪人服务，推动中国农业数字化进程，同 时放眼世界，全力开拓国际业务，去肩负起让全球每一亩田更有价值这个更大的使命和责任。" 整合中国百万农产品经纪人 做"农业版链家" 成立14年，一亩田以数 ...

Core Viewpoint - Shenzhen has emerged as a leading hub for agricultural enterprises, with 20 companies listed in the "2024 China Agricultural Enterprises Top 500," showcasing the city's unique approach to agriculture despite its urban nature [1][2]. Group 1: Agricultural Enterprises in Shenzhen - Shenzhen ranks first among first-tier cities in China with 20 agricultural enterprises on the list of the top 500, and it has 14 national-level agricultural leading enterprises, the highest in the province [1][3]. - The total revenue of agricultural leading enterprises in Shenzhen surpassed 260 billion yuan in 2024, with three national-level enterprises exceeding 10 billion yuan in revenue [3][4]. - Major companies like Youhe Group, Xinrongmao, and Baiguoyuan have significantly contributed to the city's agricultural product import and export, with total agricultural product trade exceeding 150 billion yuan, accounting for nearly half of the province's total [3][4]. Group 2: Technological Innovation and Modern Agriculture - Shenzhen is actively promoting agricultural technology innovation and modern agriculture, establishing a national agricultural technology park and various innovation platforms [4][5]. - The city has seen the emergence of numerous digital agriculture companies, with six out of the top eight digital agriculture enterprises in Guangdong located in Shenzhen, including Tencent and Huawei [8][9]. - Companies like Zhongnongwang are leveraging digital platforms to enhance agricultural efficiency and support farmers, with a focus on smart breeding and financial solutions for farmers [6][9]. Group 3: Global Market Expansion - Shenzhen's agricultural enterprises are expanding their global reach, establishing trade relationships with markets in the Middle East, Southeast Asia, and Europe, with total trade volume reaching 3.51 billion yuan [11][12]. - The city has built a comprehensive supply chain network for agricultural products, facilitating exports and imports, and enhancing the international competitiveness of Chinese agricultural products [10][11]. - Initiatives like the "Shenzhen Farm" and "Vegetable Basket" bases aim to promote local agricultural products to national and global markets, with 133 certified products under the "Zhenpin" brand [12].

智通财经APP讯，农产品(000061.SZ)发布2025年半年度报告，该公司营业收入为34.91亿元，同比增长 44.98%。归属于上市公司股东的净利润为1.9亿元，同比减少11.07%。归属于上市公司股东的扣除非经 常性损益的净利润为1.56亿元，同比增长10.50%。基本每股收益为0.1123元。 报告期，营业收入和经营活动产生的现金流量净额同比增加，主要系下属深农厨房、深圳海吉星进出口 公司、天津海吉星以及振兴乡村产业公司等企业积极拓展业务、挖掘新品类和拓宽渠道，商品销售收入 同比增加所致。 ...

Core Viewpoint - The China Securities Regulatory Commission (CSRC) has approved Shenzhen Agricultural Products Group Co., Ltd.'s application for a specific stock issuance, allowing the company to proceed with its capital-raising efforts [1] Group 1 - The CSRC has received the review opinions from the Shenzhen Stock Exchange regarding the company's stock issuance application [1] - The approval is in accordance with relevant laws and regulations, including the Securities Law and the Company Law of the People's Republic of China [1] - The approval for the stock issuance is valid for 12 months from the date of consent [1] Group 2 - The company must strictly implement the issuance according to the submitted application documents and issuance plan [1] - The company is required to report any significant events to the Shenzhen Stock Exchange from the date of approval until the completion of the issuance [1]

Core Viewpoint - The construction of a green, efficient, and safe circulation system for agricultural products from "field to table" is a key issue in the modernization of agriculture [1]. Group 1: Project Overview - The "Sustainable Development of Agricultural Product Circulation Project" promotes the use of standardized fruit and vegetable turnover boxes, establishing a recyclable operational process from production to retail [1][3]. - Compared to traditional single-use packaging, standardized turnover boxes can reduce carbon emissions by nearly 50% within a transportation distance of 1,000 kilometers [1]. - A total of 6.11 million turnover boxes have been promoted through the project [1]. Group 2: Training and Standards - Participants have developed and released multiple standard guidelines, including the "Operational Guidelines for Fruit and Vegetable Turnover Boxes," and established a training system that has reached over 10,000 farmers across 22 provinces [3]. - The project has successfully covered over 2,000 small and medium-sized agricultural operators represented by cooperatives [3]. - The initiative has involved over 60 retail enterprises and 120 distributors, completing systematic work including industry operation guideline development and environmental impact assessment [3]. Group 3: Industry Transformation - The president of the China Chain Store and Franchise Association stated that chain enterprises are becoming a crucial bridge connecting urban and rural areas, driving the transformation towards green agriculture [3]. - The industry is undergoing a profound shift from efficiency-driven to responsibility-driven models, with fresh food circulation being a key area of both challenge and potential [3]. - The project aims to address issues such as high packaging costs and high turnover box loss rates, promoting the standardization and green transformation of the entire supply chain [4].

Group 1: Policy Support and Market Innovation - Recent policies have increased support for agricultural product circulation and the breeding industry, promoting structural optimization within the industry [1] - The Yunnan Free Trade Zone has made policy breakthroughs in capacity pre-sale and order trading, injecting vitality into the bulk commodity market [2] - The new regulations support the trading of specialty agricultural products, enhancing market liquidity and creating a collaborative supply chain ecosystem [2] Group 2: Agricultural Industry Developments - The Yunnan fresh-cut flower industry is projected to reach a production volume of 20.6 billion stems in 2024, capturing 70% of the national market share [2] - The coffee industry in Yunnan has adopted a dual-track trading model, exporting to 29 countries and attracting brands like Starbucks to establish exclusive supply chains [2] - The integration of policy and industry is expected to transform regional resources into international competitive advantages [2] Group 3: Swine Industry Transition - The swine breeding industry is shifting from scale expansion to cost competition, with a focus on rational development and strict control of new capacity [3] - As of Q2 2025, the national breeding sow inventory is at 40.43 million heads, nearing the upper limit of the capacity control green zone [3] - Leading companies like Muyuan Foods have reduced breeding sow inventory over two consecutive quarters, achieving a cost advantage with breeding costs at 12-12.2 yuan/kg [3] Group 4: Market Challenges and Trends - Small and medium-sized farmers are facing pressure, with some reporting losses of 200 yuan per head due to falling pig prices and tightened quarantine regulations [3] - The industry is experiencing increased concentration, with large enterprises using low-protein feed and smart farming to lower production costs and improve efficiency [3] - The swine market is expected to enter a "micro-profit balance" phase, with prices likely to fluctuate around the cost line of 14 yuan/kg [3]

Core Viewpoint - The article discusses the evolving consumer preferences in agricultural products, emphasizing quality, personalization, and functionality, as well as the government's initiatives to promote agricultural consumption through a comprehensive implementation plan [1]. Group 1: Agricultural Production and Quality - The agricultural production sector is crucial for agricultural consumption, with a high agricultural product quality safety monitoring pass rate of 97.9% in the first half of the year [2]. - Since the 14th Five-Year Plan, 36,000 new certifications for green, organic, and specialty agricultural products have been issued, a 70% increase compared to the end of the 13th Five-Year Plan [2]. - The total annual supply of green quality agricultural products exceeds 200 million tons, with projected sales of green food reaching 609.78 billion yuan in 2024 [2]. Group 2: Agricultural Distribution and Logistics - A modern agricultural distribution system is essential for reducing losses and enhancing product quality, with a focus on building a robust supply chain and promoting rural e-commerce [3]. - The national online retail sales of agricultural products are expected to grow by 15.8% in 2024 [3]. - The cold chain logistics network is being developed to support the fresh agricultural product supply, with over 98 million cubic meters of new cold storage capacity added, doubling the capacity since the end of the 13th Five-Year Plan [3]. Group 3: Market Activation and Consumer Engagement - The government is focusing on enhancing consumer experiences through new consumption scenarios, including rural leisure tourism, which is projected to generate nearly 900 billion yuan in revenue in 2024 [4]. - The implementation plan includes initiatives like the "Chinese Farmers' Harvest Festival" to stimulate agricultural consumption, with over 3,000 events planned to drive more than 30 billion yuan in agricultural product sales [4][5]. - The "100 hosts + 1,000 villages + 10,000 products" initiative aims to create diverse consumption scenarios to support farmers [5].

Core Viewpoint - The recent implementation of the "Implementation Plan for Promoting Agricultural Product Consumption" by the Ministry of Agriculture and Rural Affairs and ten other departments aims to stimulate the consumption potential of agricultural products and address pain points in the agricultural product circulation sector [1][2]. Group 1: Policy Measures - The policy is designed to enhance the agricultural industry chain through improved infrastructure, innovative financial support, expanded sales channels, and promotion of industry integration, thereby accelerating the construction of a healthy ecosystem for agricultural product consumption [2]. - Key measures include breaking through circulation bottlenecks by providing innovative financial support, particularly in cold chain logistics, brand marketing, and production-sales connection channels [2][3]. Group 2: Financial Innovation - There is a growing demand for high-quality specialty agricultural products, necessitating financial and technical empowerment to address existing bottlenecks in the industry chain [2]. - The development of specialized financial products, such as "agricultural product supply chain finance," is suggested to alleviate funding pressures for small and medium-sized enterprises by including orders, warehouse receipts, and accounts receivable as collateral [2]. Group 3: Digital Empowerment - The rapid development of the digital economy highlights the importance of e-commerce platforms in empowering agriculture, with recommendations for local optimization of algorithms and the establishment of a quality traceability system for agricultural product live streaming [3]. - Initiatives such as training "farmer anchors" and providing preferential traffic for high-quality agricultural products on e-commerce platforms are proposed to enhance market reach [3]. Group 4: Cultural and Experiential Integration - The integration of agricultural products with cultural and experiential values is encouraged, suggesting the development of themed routes and experience zones around major sports events and cultural festivals [3]. - This approach aims to create new consumption scenarios that connect agricultural products with tourism, enhancing visibility and accessibility for consumers [3]. Group 5: Overall Impact - Agricultural product consumption is positioned as a crucial support for expanding domestic demand strategies, with a call for localized measures to create synergy between policies and industries [3]. - The ultimate goal is to unlock the vast potential of agricultural product consumption, providing sustained momentum for rural revitalization and solid support for the construction of a new development pattern [3].