资本市场助力培育农业新质生产力的现状和问题。从融资结构看，间接融资仍占主导，直接融资比例偏低。从市场层次 看，主板市场门槛较高，多数农业科技企业难以达到上市标准；新三板、区域性股权市场流动性不足，融资功能发挥不充分。 从产品供给看，适合农业科技企业特点的金融产品创新不足，特别是针对研发周期长、风险高的早期项目的融资工具缺乏。从 风险管理看，农业新质生产力的培育具有高风险特征，包括技术研发风险、市场接受风险、政策调整风险等，而现有金融体系 缺乏有效的风险分担和对冲机制。农产品期货、保险市场有一定发展，但品种仍不够丰富，农民合作社等新型经营主体参与度 低。风险投资、私募股权等风险资本对农业科技领域的关注度相对较低，导致早期项目融资困难。 三、资本市场更好助力培育农业新质生产力的思考 一是完善多层次资本市场体系。进一步优化各层次市场功能定位，形成错位发展、有机衔接的市场格局。对于成熟期农业 科技企业，支持其在主板、创业板、科创板上市融资；对于成长期企业，深化新三板改革，提升市场流动性和融资功能；对于 初创期企业，发展区域性股权市场，拓宽早期融资渠道。同时，研究建立农业科技企业上市培育库，实施分类指导、梯度培 育，推 ...

/ 机构调研pro小程序 富邦股份分析师会议 调研日期：2025年06月12日 调研行业：化肥行业 参与调研的机构：通过全景网路演互动平台参加2025年湖北辖区 上市公司投资者网上集体接待日等 DJvanbao.com 洞见研报 出品 : 机构调研pro小程序致力于为金融证券投资者提供最新最全的调研会议纪要。 来机构调研pro小程序，了解最新的：行业投资风向、热门公司关注、权威机构分析... 权威完善的信息持续更新! 更多精彩的机构调报告请移步机构调研pro小程序~ 一解投资机构行业关注度。 频判市场 | Gallia | | | --- | --- | | 11 2 12 200 2 110 | | | 1:给我们 = 影片面临官 = | | | 阿里巴巴佩尼 | | | 钢铁机之题。 8 | 图纸制图: 23 | | 20GB Millio Aller 19 | | | 海双集团 | | | 1 1 80.0 0 | 总机构建 23 | | LOGA: REGH, KETA: 1986 | | | 小麦具日 | | | 的研究次数:8 | 上机构馆:23 | | 定年代的:用者点击:我要的中:主要原因 | ...

在农业科技创新迎来重大发展机遇的背景下，农业农村部等七部门联合印发《关于加快提升农业科技创 新体系整体效能的实施意见》，为农业科技发展指明了方向。作为农业科技创新的践行者，富邦科技 （300387）、隆平高科（000998）、托普云农（301556）等一批农业科技创新企业正以创新驱动产业变 革，共同推动我国农业绿色高质量发展。其中，富邦科技凭借"生物+数字"双轮驱动的独特技术路径， 已成为农业绿色转型的重要推动力量。 创新引领：构建全链条核心竞争力 绿色赋能：推动农业绿色低碳发展 富邦科技研发的生物肥料系列产品犹如"土壤医生"，通过增进土壤肥力、改良土壤结构、促进养分吸收 等机制，实现"藏粮于地、藏粮于技"的可持续发展目标。2024年，富邦科技现代农业业务实现营收2.1 亿元，同比增长169.05%。 特别是在禾本科固氮技术领域，富邦科技的创新成果不仅能够有效替代部分氮肥，更能促进作物产量提 升，为农业绿色转型提供切实可行的解决方案。据长城证券（002939）测算，禾本科固氮对于氮肥的替 代，一方面可以有效缓解过量施用化肥带来的土壤问题，以及肥料氧化亚氮排放导致的温室效应加剧 （全球约2.5%的温室气体排放源 ...

证券代码：300387证券简称：富邦科技 湖北富邦科技股份有限公司投资者关系活动记录表 编号：2025-012 | 投资者关系活 | □特定对象调研 □分析师会议 | | --- | --- | | 动类别 | □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） | | 参与单位名称 | 通过全景网路演互动平台参加 年湖北辖区上市公司投资者网 2025 | | 及人员姓名 | 上集体接待日 | | 时间 | 2025 年 6 月 12 日（周四）14:30——16:50 | | 地点 | "全景路演"网站（https://rs.p5w.net） | | 上市公司接待 | 董事长兼总经理王仁宗先生、副总经理兼财务负责人万刚先生、 | | 人员姓名 | 副总经理兼董事会秘书易旻女士、独立董事郭飞先生 | | 投资者关系活 | 本次投资者活动的主要内容如下： | | 动主要内容介 | Q1、如何保障技术研发的持续投入和成果转化，以确立公司 | | 绍 | 在农业微生物产业的领先地位，进一步打开公司在农业科技领域 | | | 的发展空 ...

Core Points - The fourth ministerial meeting of the China-Latin America Forum was held in Beijing, resulting in the "Beijing Declaration" and the "Joint Action Plan for Cooperation in Key Areas (2025-2027)" [1] - Over 100 cooperation projects were agreed upon for the next three years, with China announcing 20 initiatives to support Latin American development [1] - High-tech and emerging fields such as artificial intelligence, big data, cloud computing, and aerospace are highlighted as key cooperation areas, indicating an increase in the technological value of China-Latin America cooperation [1][2] Group 1: Joint Action Plan - The "Joint Action Plan" includes cooperation in high-tech fields such as communication equipment, big data, cloud computing, and smart cities [2] - The plan aims to enhance cooperation in the aerospace sector and explore possibilities for improving 5G network coverage and digital applications [2] - The cooperation is expanding from traditional sectors to new energy, digital technology, and cross-border e-commerce [2] Group 2: Cooperation Dynamics - China and Latin America share a development consensus, recognizing the need for technological innovation to bridge existing gaps [4] - China is positioned as a leader in technological innovation, while Latin America has resource advantages, creating mutual cooperation needs [4] - The China-Latin America Forum has established various mechanisms for cooperation, including ministerial meetings and specialized forums [4] Group 3: Benefits of Cooperation - The cooperation in high-tech fields is expected to help Latin American countries upgrade their industries and diversify their economic structures [9] - Digital technology collaboration can reduce social inequality and improve governance in Latin America [9] - The partnership aims to break the technological monopoly of a few countries and promote fairer technology standards and intellectual property rules [9] Group 4: Talent Development - Talent cultivation is a key focus of the "Joint Action Plan," emphasizing government cooperation and joint research initiatives [10] - China aims to assist Latin American countries in developing local scientific talent, addressing a significant challenge in the region [11] - The cooperation reflects China's commitment to mutual development and sustainable growth, fostering trust and respect from Latin American nations [11] Group 5: Future Directions - Future cooperation should enhance mechanisms, clarify responsibilities, and establish agreements in AI and big data [12] - Project planning should consider the specific conditions and needs of different Latin American countries [12] - Strengthening talent transfer and collaboration with local educational institutions is essential for solidifying the foundation of cooperation [12]

老铁们，帮主盯着盘面直拍大腿——今天A股这出戏太刺激了！三大指数集体玩起高台跳水，创业板半天就栽了1.35%，3600只股票绿得发慌。但你们猜怎 么着？美容、港口、农业这几个板块愣是杀出重围，上演逆袭剧本！ 港口航运的逆袭密码 中日韩自贸区谈判重启的消息，让沿海港口集体嗨了。连云港、宁波海运涨停不是偶然——三国贸易量每增10%，港口吞吐量就能涨15%。但老铁们注意 了，这波行情有"政策预期"加持，等具体协议落地可能利好出尽，现在追高容易被挂旗杆。 农业股竟成避风港？ 中央一号文件提到的"农业新质生产力"，让秋乐种业这类企业突然吃香。数字农业管理系统能精准控制施肥量，节水30%的同时增产15%，这才是资金追捧 的硬逻辑。但农业股波动大得像坐过山车，没金刚钻别揽瓷器活。 先说这冰火两重天 开盘半小时就看出端倪：AI智能体、液冷服务器这些科技小鲜肉集体扑街，军工老大哥也蔫了吧唧。反观美容护理板块，芭薇股份直接30cm涨停，连云 港、川宁生物这些冷门股突然变显眼包。这行情就像火锅局——辣锅沸腾（消费股），清汤寡水（科技股），吃得人冰火两重天。 美容股为啥突然吃香？ 山东卫健委刚甩出王炸政策——允许医美机构搞光电注射项 ...

Core Viewpoint - Fubon Technology reported a strong performance in 2024, achieving a revenue of 1.235 billion yuan, a year-on-year increase of 17.79%, and a net profit of 93.59 million yuan, up 30.81% from the previous year [1][3][5] Financial Performance - The company achieved a total revenue of 123,507.48 million yuan in 2024, with domestic revenue at 67,331.80 million yuan (up 19.21%) and international revenue at 56,175.68 million yuan (up 16.13%) [1][3] - The net profit attributable to shareholders was 9,359.03 million yuan, with a basic earnings per share of 0.32 yuan, reflecting a 28.00% increase year-on-year [1][3] Business Strategy - The company has shifted its focus to a dual-driven strategy of "biotechnology and digital technology," aiming to enhance its core competitiveness in modern agriculture [1][3] - The name change from "Fubon Shares" to "Fubon Technology" signifies a strategic adjustment towards modern agricultural technology [1][3] Market Position and Growth - Fubon Technology is positioned as a leading enterprise in the global fertilizer additive and fertilizer industry, with a comprehensive product line and strong R&D capabilities [1][3] - The modern agriculture sector, particularly in biological agriculture and digital agriculture, is identified as a key growth area, with significant market potential [3][5] Digital Agriculture Development - The company is developing a digital agriculture service model that includes soil testing, scientific planting planning, and online management, aiming to enhance agricultural productivity and efficiency [2][3] - The digital agriculture sector is expected to grow rapidly, driven by the integration of information technology and agriculture [2][3] R&D and Innovation - In 2024, the company invested 46.85 million yuan in R&D, focusing on energy-saving and carbon-neutral additives, and has a strong team of 169 R&D personnel [7][3] - New products such as phosphorus cadmium removal agents and urea granulation agents have been successfully developed, enhancing market competitiveness [7][3] Future Outlook - The company plans to continue expanding its market presence in Southeast Asia, the former CIS countries, and Africa, leveraging its core technology advantages in agricultural additives and biological products [5][3] - The focus will remain on integrating resources and creating value in the modern agricultural ecosystem through a comprehensive solution model combining seeds, fertilizers, and digital technology [3][5]

Group 1: Company Overview and Strategic Focus - The company focuses on "water-fertilizer-pesticide coupling + digital technology" to enhance service efficiency and customer satisfaction, aiming for a comprehensive solution to reduce costs and increase production [2][3] - The company has two main business segments: agrochemical additives and special fertilizers, and modern agriculture, aligning with the green and efficient development of agriculture [4][5] Group 2: Financial Performance - In Q1 2025, the company reported a revenue of 305 million CNY, a decrease of 3.44% year-on-year, and a net profit of 23.12 million CNY, down 11.75% [6][7] - For the year 2024, the company achieved a total revenue of 1.235 billion CNY, an increase of 17.79% year-on-year, with agrochemical additives generating 902.47 million CNY (up 9.35%) and modern agriculture contributing 206.61 million CNY (up 169.05%) [7][8] Group 3: Research and Development - The company is investing in the development of energy-saving and carbon-neutral additives, successfully launching new products such as cadmium and arsenic removal agents [3][4] - The focus on modern agriculture includes biotechnological advancements and digital agriculture, aiming to create a comprehensive ecosystem for sustainable agricultural practices [4][9] Group 4: Market Strategy and Expansion - The company plans to deepen its market presence in Southeast Asia, the former CIS region, and Africa, leveraging its core technology advantages in agrochemical additives and digital agriculture [5][10] - The company is pursuing an external growth strategy through mergers and acquisitions, targeting firms with advanced R&D capabilities and production facilities [8][10] Group 5: Challenges and Future Outlook - The company anticipates that the recent decline in Q1 performance is a short-term fluctuation, expecting gradual improvement as strategic adjustments take effect [6][7] - The company emphasizes its commitment to high-quality development and enhancing shareholder returns through market expansion and technological innovation [11]