1月8日晚间，荃银高科（300087）发布公告，披露中国种子集团有限公司（以下简称"中种集团"）要约 收购公司股份已完成过户，公司股票将于1月9日上午开市起复牌。 涉及金额约22.45亿元 根据公告，中种集团本次部分要约收购的要约价格为11.85元/股，预定收购股份数量为189466350股，占 公司总股本的20.00%，要约收购期限为2025年12月4日至2026年1月5日。截至期限届满，预受要约的股 东账户总数为3763户，预受要约股份总数达297787643股，超过预定收购数量。根据收购规则，中种集 团按照同等比例收购预受要约的股份，最终完成收购股份数量为189466350股，涉及金额约22.45亿元。 其中，股东贾桂兰、王玉林已按其承诺，分别以所持65521411股和8831109股股份预受要约。 公开信息显示，荃银高科是"育繁推一体化"的高科技种业企业，安徽省农业产业化龙头企业。公司以现 代种业技术产业化为发展方向，利用现代生物工程技术，主要从事优良水稻、玉米、小麦等主要农作物 种子研发、繁育、推广及服务业务。 中种集团作为国务院国资委实际控制的先正达集团全资子公司，同样是全国首批育繁推一体化种业企 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600313 证券简称：农发种业 公告编号：临2025-051 中农发种业集团股份有限公司 第七届董事会第五十六次会议 决议公告 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、董事会会议召开情况 中农发种业集团股份有限公司第七届董事会第五十六次会议于2025年12月26日以通讯方式召开，会议通 知和会议资料于2025年12月22日以微信及电子邮件形式发出。本次会议应出席董事6名，实际参与表决 董事6名，会议的召集及召开程序符合《公司法》、《公司章程》的有关规定。 二、董事会会议审议情况 会议经审议通过了以下议案： （一）《公司"提质增效重回报"专项行动方案》 表决结果： 6票赞成、 0 票反对、 0票弃权、 0票回避，议案通过。 为深入贯彻落实国务院《关于进一步提高上市公司质量的意见》要求，积极响应上海证券交易所《关于 开展沪市公司"提质增效重回报"专项行动的倡议》，公司结合实际情况制定了《中农发种业集团股份有 限公司"提质增效重回报"行动方案》，具体内容见上海 ...

试种成功后，我们与连队职工签订小麦制种订单，明确"保底价收购+高产奖励"的利益联结机制。同 时，我们还承担种子清选、包衣等后续加工环节，通过全产业链运营提升产品附加值，既为企业稳定了 优质原料供应，也让连队职工实现"种地有技术、销路有保障、增收有底气"。 网 地元 (4 a 1 1 Her P 2015年3月，通过招商引资，我们公司落户二师铁门关市。合作前期，我们与二师二十七团各连队"两 委"建立常态化对接机制，组建由农业技术专家、市场分析师组成的专业团队，在四连划定500亩左 右"试验示范田"，由企业免费提供种子，并签订试种协议，彻底打消职工的后顾之忧。 （何艳丽 口述 兵团日报常驻记者 李嘉成 整理） 截至目前，我们公司与二十七团的小麦制种合作已扩展至8000余亩，带动300余户职工参与，户均年增 收超过3万元。企业能有今天的发展，离不开团场高标准农田建设的实施、连队党支部的大力支持以及 种植户的积极配合。三方共同构建起"育、繁、推、收、加"一体化的小麦制种产业格局，实现了企业增 效、连队发展、职工致富的共赢局面。 ...

新华社北京12月19日电 题：攥紧中国种子 新华社记者 农业现代化，种子是基础。 习近平总书记 高度重视种业振兴行动，强调把种源安全提升到关系国家安全的战略高度，"实现种 业科技自立自强、种源自主可控"。 五年前的中央经济工作会议提出，要开展种源"卡脖子"技术攻关，立志打一场种业翻身仗。2021年 7月，中央深改委第二十次会议审议通过《种业振兴行动方案》，为推动我国由种业大国向种业强国迈 进明确了路线图、任务书。 五年间，在 习近平总书记 指引下，各地各部门攻坚克难推进种业振兴行动，培育了一批突破性新 品种，更好保障国家粮食安全、更好守护人们的美好生活。 靠"中国种"护"中国粮" 时值冬季，海南三亚仍温暖如春。 崖州湾科技城的试验田里，数十亩大豆秧苗透出浓浓绿意。这几天，崖州湾国家实验室大豆种子创 新团队首席科学家田志喜正在认真观察秧苗性状，努力挖掘作物增产稳产的"基因密码"。 每年11月至次年4月，在海南开展南繁育种加代和相关研究；4月起收获育种材料后陆续到各地播 种；6月到10月，频繁辗转各地查看材料的生长表现……田志喜说，通过南繁科研培育，聚合多种优良 性状的大豆育种材料已在10多个省份开展种植测试。 ...

证券日报网讯12月15日，国投丰乐（000713）在互动平台回答投资者提问时表示，公司推广的小麦种子 能够登上央视平台，主要得益于优良的品种以及公司品牌影响力。目前，公司的小麦种子年销量最高达 8000多万斤，市场份额较低，与农发种业（600313）的小麦种子销售量相比有一定差距，主要是因为公 司小麦品种相对单一。未来，公司将依托核心品种的推广，聚集更多优质品种资源，进一步拓展小麦产 业发展规模。 ...

Core Viewpoint - The stock of Nongfa Seed Industry has shown fluctuations with a recent increase of 2.12%, reflecting a total market value of 7.294 billion yuan and a trading volume of 80.2358 million yuan as of December 1 [1] Financial Performance - For the period from January to September 2025, Nongfa Seed Industry achieved a revenue of 3.677 billion yuan, representing a year-on-year growth of 21.66%, while the net profit attributable to shareholders was 61.982 million yuan, up by 11.95% [2] - The company has cumulatively distributed 98.32 million yuan in dividends since its A-share listing, with no dividends distributed in the past three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders for Nongfa Seed Industry was 103,400, a decrease of 11.67% from the previous period, with an average of 10,465 circulating shares per person, which is an increase of 13.21% [2] - The top ten circulating shareholders include various ETFs, with notable reductions in holdings for South China CSI 1000 ETF and Hong Kong Central Clearing Limited [3] Business Overview - Nongfa Seed Industry, established on August 13, 1999, and listed on January 19, 2001, specializes in the research, production, and sales of seeds for crops such as wheat, corn, and rice, as well as fertilizers and pesticides [1] - The revenue composition of the company is as follows: fertilizers account for 67.67%, agricultural products for 24.96%, pesticides for 7.02%, and other sources for 1.13% [1]

Core Viewpoint - The company is undergoing significant governance restructuring and asset optimization to enhance operational efficiency and focus on core business areas, driven by the support of its major shareholder, CITIC Group [1][2][3][5] Governance Structure - The company has revised its Articles of Association and governance systems, eliminating the supervisory board and streamlining the board from 15 to 9 members to improve decision-making efficiency [1] - A rotation system for the president has been implemented to foster team creativity and align with modern corporate governance standards [1] - The company received recognition as an excellent practice case for its board governance in November 2023 [1] Asset Optimization - Since 2023, the company has disposed of 73 inefficient assets, enhancing asset quality and focusing on its core business [2] - The merger with Longping Development has strengthened the company's position in the international seed market, particularly in transgenic corn [3] Business Focus - The company has established a business matrix centered on staple crops such as hybrid rice, corn, wheat, and soybeans, as well as specialized crops [3] - The company has developed a "dual full dual zero" quality management model, which has earned it the "China Quality Award" in September 2025, marking it as the only agricultural company to receive this honor [3] Financial Performance - In 2024, the company reported a revenue of 8.566 billion yuan, with significant contributions from the rice and corn segments [3] - The company has distributed approximately 125 million yuan in cash dividends over the past two years, with an average dividend payout ratio of nearly 40% of net profit [3] Investor Relations - The company has enhanced its communication with the capital market through various investor relations initiatives and received an A-class rating for information disclosure in October 2025 [4] - Strategic investments from state-owned enterprises have been secured to optimize governance and accelerate the development of the corn seed business [4] Long-term Growth - The company's governance improvements and capital strategy adjustments are laying a solid foundation for high-quality development and long-term growth amid increasing competition in the international seed industry [5]

Summary of Industry and Company Insights from Conference Call Industry Overview - The merger of ZhuanYin GaoKe and ZhongZhong Group in the rice business will create a dominant player in hybrid rice, significantly increasing market share [1][3] - The corn seed industry saw record planting area in 2023, with a slight decrease expected in 2024, but high yields are anticipated [1][11] - The corn seed market is experiencing differentiation, with companies offering high-yield, dense-planting varieties performing well, while those lacking innovation face declining prices and profits [1][12] Key Points on Companies - ZhongZhong Group, originally part of the Ministry of Agriculture, has a diversified seed business across five regions, with a strong presence in corn varieties like MY73 and KangNong Yu 8,009 [2][3] - The consolidation trend in the domestic seed industry is driven by the willingness of leading companies to acquire and the support from government policies [2][15] - Successful mergers and acquisitions have allowed companies like LongPing High-Tech and DaBeiNong to rapidly expand their market share and become industry leaders [4][5][6] Market Dynamics - The corn seed industry is expected to face a supply-demand imbalance, with inventory levels reaching historical highs in 2025, leading to a competitive market environment that may not improve until 2027 [1][11] - Large-scale farmers are increasingly demanding high-yield, dense-planting corn varieties, which, despite a 10%-20% increase in water and fertilizer input, yield significant profit increases [1][12][13] Challenges and Opportunities - The main challenges for ZhongZhong Group include systematic management to enhance overall efficiency post-acquisition [6] - The decline in oil sunflower planting area is attributed to economic factors, as imported sunflower products are cheaper than domestic production [7] - International seed giants have also relied on mergers and acquisitions to strengthen their market positions, with Bayer and Syngenta being notable examples [8][9] Future Outlook - The concentration of the domestic seed industry is expected to continue, driven by the desire of leading companies to grow through acquisitions and government support for consolidation [15][16] - The development of small ear dense-planting products faces challenges related to resource availability and the time required for breeding and approval processes [17] Conclusion - The seed industry is undergoing significant changes driven by mergers, market demands, and economic factors, with a clear trend towards consolidation and innovation in product offerings.

Core Viewpoint - The company Guotou Fengle (000713) is facing challenges in its financial performance, with a significant decline in revenue and an increase in net losses, primarily due to intensified competition in the seed market and reduced purchasing willingness among farmers [3]. Financial Performance - For the period of January to September 2025, the company's operating revenue was 152,559.49 million yuan, a year-on-year decrease of 11.33% [3]. - The net profit attributable to shareholders was -9,071.39 million yuan, representing an expanded loss of 27.67% compared to the previous year [3]. Market Position and Strategy - The company aims to enhance its core competitiveness in the seed industry by increasing investment in breeding technology, biotechnology, and information technology, with a focus on developing proprietary technologies [2]. - The company is planning to issue up to 184,204,494 A-shares to its controlling shareholder, Guotou Seed Industry Technology Co., Ltd., to raise no more than 108,864.86 million yuan for working capital and debt repayment [4]. Trading Information - On November 6, 2025, the main funds experienced a net outflow of 441.63 million yuan, while retail investors saw a net inflow of 35.64 million yuan [4].

Core Insights - The evaluation results for information disclosure of listed companies in 2024 show a decline for certain companies compared to 2023, with 荃银高科 dropping from an A rating to a C rating [1][2]. Company Overview - 荃银高科, established on July 24, 2002, and listed on May 26, 2010, is located in Hefei, Anhui Province. The company specializes in the research, breeding, promotion, and service of high-quality seeds for major crops such as rice, corn, and wheat [1]. - The main revenue composition of 荃银高科 includes: - Order grain and silage corn: 44.79% - Rice seeds: 25.38% - Cotton, cottonseed, agricultural machinery, agricultural chemicals, and other businesses: 15.26% - Corn seeds: 9.39% - Cotton seeds: 3.36% - Vegetable seeds, soybean seeds, and other crop seeds: 1.21% - Wheat seeds: 0.61% [1]. Industry Classification - 荃银高科 belongs to the Shenwan industry classification of Agriculture, Forestry, Animal Husbandry, and Fishery - Planting Industry - Seeds. The company is associated with concepts such as ecological agriculture, genetically modified organisms, rural revitalization, seed industry, and stock transfer [1].