（文章来源：经济日报） 为确保秋冬种生产用种安全，有关部门近日在全国范围内部署开展秋冬农作物种子市场检查，加大对种 子市场、经营门店等抽查力度。全覆盖排查主体，要盯紧城乡接合部、农资经营集散地等关键区域，盯 住以往发现问题多、群众投诉举报多的生产经营企业；针对性排查种子问题，重点是杜绝"白皮袋"、套 牌侵权；高效率处置隐患，要坚持快查快检快处，发现不合格产品，先立即清理下架，再抓紧一查到 底，并且第一时间向社会发布，提醒农民注意防范，绝不能耽误秋冬种生产。 严把种子质量关，切实规范种子市场秩序，需有高质量农资供应为依托。供销部门是种子供应的主渠 道，各地有关部门要加强与供销部门协作，秋冬种生产期间做好情况调度、产销对接、物资调运等工 作，推动农资及时下摆到位，全力保障产品不断档、不脱销。 农资打假还应重点发挥农业综合执法利剑作用，切实加大执法办案力度，特别是协同推进网络农资监 管。有关部门对农资生产经营者应加强抽查检查，对其开设的网店、网上销售的产品加大巡查检查力 度，重点看有没有资质，线上发现问题线下立即跟进检查，切实把执法触角延伸到线上。要开展跨部 门、跨区域联合行动，真正形成合力，共同保护农业生产安全和 ...

Group 1 - The core strategy of the company is mergers and acquisitions, particularly in the seed industry, which is characterized by a fragmented market with few quality targets available for acquisition [1] - The company plans to focus its acquisitions in the corn seed industry in the Huang-Huai-Hai, Southwest, and Northwest markets [1] - In the rice seed industry, the company will target acquisitions in the middle and lower reaches of the Yangtze River for medium indica rice, post-wheat rice, late rice markets, and high-quality rice markets in South China [1]

Group 1 - The core viewpoint of the article highlights the successful harvest of corn seeds in Zhangye, Gansu, indicating a positive agricultural outcome for the region [2][3][4] Group 2 - The article emphasizes the increased yield of corn seeds, which is expected to benefit local farmers and contribute to the agricultural economy [2][3] - It mentions the efforts made by local agricultural departments to improve seed quality and farming techniques, leading to enhanced productivity [3][4] - The article also notes the significance of this harvest in supporting food security and local livelihoods in Zhangye [2][4]

Core Viewpoint - The corn seed industry is facing supply-demand imbalance and intense competition, leading to significant revenue declines for multiple companies, including Donghai Seed Industry, which reported its first-ever half-year net profit loss since its listing [1][2]. Company Summary - Donghai Seed Industry's revenue for the first half of 2025 was 369 million yuan, a year-on-year decrease of 9.41%, with a net profit attributable to shareholders of 35.11 million yuan, down 33.42% [1][2]. - The company's net profit after excluding non-recurring gains and losses was -432.61 thousand yuan, marking a shift from profit to loss for the first time since its listing [2]. - The decline in performance is attributed to lower corn prices, insufficient market confidence, and a supply surplus, alongside challenges from diseases and market preferences for dense planting varieties [2][3]. - Donghai Seed Industry primarily engages in hybrid corn seed business, with corn seed revenue accounting for approximately 90% of total revenue, focusing on varieties like "Donghai" and "Xianyu" [2]. Industry Summary - The corn seed industry is experiencing a widespread downturn, with many listed seed companies reporting revenue declines in their corn seed businesses during the first half of the year [3]. - The industry is undergoing a phase of "de-stocking, structural adjustment, and value creation," indicating a challenging environment for seed companies [3]. - Despite a stabilization in corn spot prices, seed prices are expected to recover slowly, with traditional varieties facing dual pressures from de-stocking and price competition [3]. - The industry is transitioning from traditional seeds to genetically modified and dense planting varieties, with companies that have a first-mover advantage likely to increase their market share [3]. - Donghai Seed Industry has already made advancements in genetically modified varieties, with six nationally approved corn GM varieties, including Donghai 605D, and is seeing gradual sales increases [3].

Group 1: Company Performance Overview - In the first half of 2025, the company achieved revenue of 21.66 million, with a net profit attributable to shareholders of -1.64 million, and a non-recurring net profit of -1.57 million, marking a nearly 40% reduction in losses compared to the previous year [2][3] - The domestic corn business generated revenue of 1.25 million, significantly impacted by supply-demand imbalances and increased market competition [3] - The rice industry maintained stable revenue with a 4% year-on-year profit increase, driven by the growth of high-quality and advantageous new varieties [3] Group 2: Capital and Cost Management - The company completed a capital increase of 1.2 billion from its major shareholder, significantly optimizing its capital structure, with interest-bearing debt decreasing by 726 million and the asset-liability ratio down by 6.46% [4] - Financial expenses decreased by 46 million, a reduction of approximately 17.33%, due to lower interest-bearing debt and favorable loan rates [4] - The net cash flow from operating activities improved significantly, increasing by 52.66% year-on-year [4] Group 3: Market and Product Strategy - The company is transitioning towards genetically modified and densely planted corn varieties, with a focus on enhancing market share through early reserves of next-generation products [7][8] - The domestic corn market is experiencing significant pressure due to oversupply and high inventory levels, with traditional varieties facing promotional pricing strategies to clear stock [6][7] - The company is expanding its rice seed business, currently holding a 20% market share domestically, with plans to enhance profitability and market presence through high-quality rice varieties [9][11] Group 4: International Expansion and Inventory Management - The company is actively expanding its rice seed exports to countries like the Philippines and Pakistan, targeting a market with approximately 1.5 billion acres of rice cultivation area [11] - The inventory structure is deemed reasonable, with domestic rice and corn stocks returning to normal levels, while the Brazilian corn seed inventory requires strategic sales adjustments [12]

风险提示：投资有风险，入市需谨慎。 截至2025年8月22日15时，隆平高科股价报9.99元，较前一交易日下跌0.01元，跌幅0.10%。当日成交量 为228646手，成交金额2.28亿元，振幅0.80%。 隆平高科主营业务为农作物种子研发、生产和销售，产品包括水稻种子、玉米种子、蔬菜瓜果种子等。 公司在水稻育种领域具有领先优势，同时积极布局转基因玉米种子市场。 公司8月22日晚间披露的半年报显示，上半年实现营业收入21.66亿元，同比下降16.11%；归属于上市公 司股东的净利润亏损1.64亿元，同比由盈转亏。分业务看，水稻种子收入7.79亿元，玉米种子收入近10 亿元，巴西玉米业务实现营收8.68亿元。公司在转基因玉米品种方面已有10个次通过国家审定，产业化 示范面积全国领先。 ...

北京商报讯（记者 郭秀娟 实习记者 王悦彤）8月20日，荃银高科在投资者互动平台回答投资者提问 称，公司坚持国内外同步发展战略，以产品推广为主，结合海外生产和海外科研等多维度打造荃银高科 海外品牌。2024年度，公司海外业务销售各类农作物种子1937.35万公斤，较上年同期增长74.80%，实 现海外业务收入 4.92亿元，较上年同期增长72.39%。 ...