图为种子自动分装。陈 中新网福建新闻1月13日电 (陈震 李德庆)近日，在福建省建宁县黄埠乡桂阳村的水稻种子区域服务站施 工现场，工人们正按规划搭建钢结构顶棚。该项目预计本月完工投用，建成后将集仓储、烘烤、技术培 训、田间管理于一体，为周边及邻省制种农户提供一站式服务。 建宁县在主产区科学布局种子区域服务站，将彻底解决种子晾晒、存储等长期困扰农户的痛点。"服务 站辐射范围广、机械化水平高，能覆盖桂阳、陈余等村庄及江西部分制种农户。"黄埠乡干部屈鹏介 绍，服务站以村为单位建设，投产后可增加村财收入，带动农户入股分红。 目前，建宁县已在9个乡镇建成多个种子区域服务站，全县种子机械化作业率超85%，位居全省前列。 这些服务站不仅打破制种规模化发展瓶颈，更通过标准化服务提升种业质量效益，助力农户增产增收， 为乡村振兴注入"芯"动力。(完) 震 摄 建宁县地处闽赣边界，作为全国杂交水稻制种第一大县，建宁县依托搭建的种子产业互联网平台，已构 建起涵盖种子生产订单、生产过程、农机社会化等七大服务系统，打造了"建宁有种"大数据服务平台 与"粮生宝"手机APP，对种业生产经营全流程进行了数字化重塑，有力推动种子产业加速向智能、 ...

1月7日，神农种业盘中下跌2.05%，截至10:24，报7.16元/股，成交6.59亿元，换手率10.23%，总市值 73.32亿元。 资金流向方面，主力资金净流出4504.84万元，特大单买入2977.01万元，占比4.52%，卖出4643.89万 元，占比7.05%；大单买入1.42亿元，占比21.54%，卖出1.70亿元，占比25.84%。 截至9月30日，神农种业股东户数7.55万，较上期减少8.84%；人均流通股11733股，较上期增加9.69%。 2025年1月-9月，神农种业实现营业收入1.59亿元，同比增长29.36%；归母净利润565.51万元，同比增长 125.99%。 分红方面，神农种业A股上市后累计派现4876.80万元。近三年，累计派现0.00元。 资料显示，海南神农种业科技股份有限公司位于海南省海口市秀英区美林路8号慧远美林谷综合服务 楼，成立日期2000年12月29日，上市日期2011年3月16日，公司主营业务涉及公司以杂交水稻种子的选 育、制种、销售和技术服务为主,从事水稻、玉米、油料、蔬菜等农作物品种创新、生产、销售和技术 服务以及农药、化肥的销售。主营业务收入构成为：杂交水 ...

Group 1 - The core viewpoint of the news is that Shennong Agricultural Technology Co., Ltd. experienced a decline in stock price and significant trading activity on December 29, with a net financing purchase indicating high investor interest despite the drop [1] - On December 29, Shennong Agricultural had a trading volume of 2.189 billion yuan, with a financing buy of 148 million yuan and a financing repayment of 140 million yuan, resulting in a net financing purchase of 7.4366 million yuan [1] - As of December 29, the total margin balance for Shennong Agricultural was 384 million yuan, accounting for 4.86% of its circulating market value, which is above the 90th percentile level over the past year, indicating a high level of financing [1] Group 2 - Shennong Agricultural, established on December 29, 2000, focuses on hybrid rice seed breeding, production, sales, and technical services, with its main business revenue composition being 40.24% from hybrid rice seeds and 28.71% from other seeds [2] - For the period from January to September 2025, Shennong Agricultural reported a revenue of 159 million yuan, representing a year-on-year growth of 29.36%, and a net profit attributable to shareholders of 5.6551 million yuan, reflecting a significant increase of 125.99% [2] - The company has distributed a total of 48.768 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]

中国种子协会会长张延秋认为，目前杂交水稻推广的短板和未来的潜力在制种。杂交水稻种子价格高于 常规水稻种子，其制种产量需提升。 他建议，深化产学研协同，促进科研单位、制种企业等多方深度合作；聚焦制种全程机械化、智能化、 数字化及种子精选、加工、质控、仓储物流等环节，助推南繁水稻制种产业向高端化、集群化升级；强 化知识产权保护，维护品种权人和守法经营者的合法权益，让创新者安心，让投资者放心；海南自贸港 政策为南繁种业发展打开了更广阔的空间，行业主体要主动对接自贸港政策，加快建设高水平的种业科 技创新平台和产业园区。 中新网海南东方12月26日电 (陈英清)"海南自贸港封关运作顺利实施，政策红利持续释放，南繁水稻制 种产业迎来历史性新机遇。"海南省农业农村厅副厅长王家保说，崖州湾科技城集聚企业超过2800家， 2024年南繁种业产值突破180亿元人民币，"种源+种业+种市"全链条产业格局日益完善。 ##表格标记## 2025南繁水稻制种产业发展大会26日在海南省东方市举行。来自南繁水稻制种领域的院士专家、政企代 表等嘉宾齐聚一堂，共绘南繁水稻制种新图景。 南繁是利用中国南方特别是海南岛冬春季节气候温暖的优势，将夏季 ...

神农种业所属申万行业为：农林牧渔-种植业-种子。所属概念板块包括：种业、海南自贸区、QFII持 股、土地流转、转基因等。 12月19日，神农种业盘中下跌2.01%，截至09:38，报5.35元/股，成交1.27亿元，换手率2.64%，总市值 54.78亿元。 资金流向方面，主力资金净流出658.83万元，特大单买入164.70万元，占比1.29%，卖出260.16万元，占 比2.04%；大单买入1997.68万元，占比15.68%，卖出2561.05万元，占比20.10%。 神农种业今年以来股价涨36.13%，近5个交易日跌20.74%，近20日跌9.78%，近60日涨16.56%。 今年以来神农种业已经12次登上龙虎榜，最近一次登上龙虎榜为12月11日，当日龙虎榜净买入-5872.12 万元；买入总计3.23亿元 ，占总成交额比11.75%；卖出总计3.82亿元 ，占总成交额比13.88%。 资料显示，海南神农种业科技股份有限公司位于海南省海口市秀英区美林路8号慧远美林谷综合服务 楼，成立日期2000年12月29日，上市日期2011年3月16日，公司主营业务涉及公司以杂交水稻种子的选 育、制种、销售和技术服 ...

Group 1: Stock Market Activity - A total of 31 stocks were listed on the institutional trading leaderboard, with 13 stocks experiencing net buying and 18 stocks facing net selling [1] - The top three stocks with the highest net buying by institutions were: Shennong Agricultural Industry (265 million), Zhongci Electronics (157 million), and Longzhou Co., Ltd. (112 million) [1] Group 2: Key Stocks Performance - Shennong Agricultural Industry saw a price increase of 20.07% with 4 buyers and 2 sellers [2] - Zhongci Electronics experienced a price rise of 10.00% with 2 buyers and no sellers [2] - Longzhou Co., Ltd. had a price increase of 9.96% with 3 buyers and no sellers [2] Group 3: Economic Indicators and Consumer Trends - The National Bureau of Statistics reported that the Consumer Price Index (CPI) rose by 0.7% year-on-year in November, with the core CPI (excluding food and energy) increasing by 1.2% [3] - Hainan's duty-free shopping in November amounted to 2.38 billion, reflecting a year-on-year growth of 27.1% [3] - The restaurant sector's retail sales in October grew by 3.8%, marking the highest increase since June [3] Group 4: Real Estate Sector Developments - Vanke A held a bondholders' meeting to discuss the extension of its bonds, which is considered crucial for the company's financial relief [5] - Market expectations for fiscal support to stabilize the real estate market are strong, with a focus on reducing the likelihood of further defaults among real estate entities [5] - The approach to local debt emphasizes prioritizing development over debt resolution, suggesting a gradual easing of investment restrictions in previously constrained areas [5]

三、机构解读 1）封关政策涵盖了税收优惠、金融开放、产业支持等多个方面，为企业提供了广阔的发展空间。 产业支持政策上，海南自贸港对旅游业、现代服务业、高新技术产业等核心产业给予了重点扶持，通过专项扶持政策和税收杠杆，推动了技术突破和产业 化。此外，保税加工、转口贸易、跨境电商等业态也得到了创新发展，形成了高效便捷的境内开放环境。（中信建投） 一、行情 12月10日，海南板块迎来集体大涨，罗牛山、海南瑞泽、海南高速、海南发展、海德股份、京粮控股、欣龙控股、神农种业（20CM）等集体涨停，康芝药 业、海峡股份、凯撒旅业、海南机场、海汽集团、海马汽车等集体大涨。 | | 海南自由贸易港 +5.40% | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | | 理 海南"十五五"规划建议:加快完善自由贸易港政策制度体系 | | | | | | 股票名称 | 最新价 = | 涨跌幅 ◆ | 涨停时间 ◆ | 换手率一 | 流通市值 ◆ | 解读 | | 海南发展 3天2板 | 17.27 | +10.00% | 13:02:48 | 19.31% | 13 ...

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]

Core Viewpoint - Shennong Agricultural Technology Co., Ltd. has shown significant growth in revenue and net profit, indicating a strong performance in the agricultural sector, particularly in hybrid rice seed production and sales [2][3]. Financing Summary - On November 14, Shennong Agricultural experienced a 3.40% increase in stock price with a trading volume of 1.137 billion yuan. The financing buy-in amount was 103 million yuan, while the financing repayment was 93.072 million yuan, resulting in a net financing buy-in of 10.341 million yuan. The total financing and securities balance reached 280 million yuan [1]. - The current financing balance of 280 million yuan accounts for 4.99% of the circulating market value, which is above the 90th percentile level over the past year, indicating a high level of financing activity [1]. Company Overview - Shennong Agricultural, established on December 29, 2000, and listed on March 16, 2011, is primarily engaged in the breeding, production, and sales of hybrid rice seeds, along with other agricultural products and services [2]. - The company's revenue composition includes hybrid rice seeds (40.24%), other seeds (28.71%), agricultural chemicals and others (19.32%), corn seeds (4.52%), aquatic products (3.34%), and oilseed (0.58%) [2]. - As of September 30, 2025, the company reported a revenue of 159 million yuan, a year-on-year increase of 29.36%, and a net profit attributable to shareholders of 5.655 million yuan, reflecting a growth of 125.99% [2]. Dividend and Shareholder Information - Since its A-share listing, Shennong Agricultural has distributed a total of 48.768 million yuan in dividends, with no dividends paid in the last three years [3]. - As of September 30, 2025, the number of shareholders decreased by 8.84% to 75,500, while the average circulating shares per person increased by 9.69% to 11,733 shares [2][3].

Core Viewpoint - Shennong Agricultural Industry is a significant player in the domestic seed industry, focusing on hybrid rice seed-related businesses and possessing technological advantages in crop variety innovation [1] Business Performance - For Q3 2025, Shennong Agricultural Industry reported revenue of 159 million, ranking 7th in the industry, significantly lower than the top company, Nongfa Seed Industry, which had revenue of 3.68 billion, and the second-ranked Longping High-Tech with 2.84 billion [2] - The net profit for the same period was 18.81 million, placing it 5th in the industry, below the leading Dunhuang Seed Industry's 113 million and Nongfa Seed Industry's 87.51 million, but above the industry average loss of 9.46 million [2] Financial Ratios - As of Q3 2025, Shennong Agricultural Industry's debt-to-asset ratio was 37.40%, an increase from 20.55% year-on-year, but still below the industry average of 42.75% [3] - The gross profit margin for Q3 2025 was 43.45%, down from 45.98% year-on-year, yet higher than the industry average of 25.22% [3] Executive Compensation - The chairman, Cao Oujie, received a salary of 616,300 for 2024, a slight increase from 616,300 in 2023 [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders decreased by 8.84% to 75,500, while the average number of circulating A-shares held per shareholder increased by 9.69% to 11,700 [5] - Notably, Shenwan Hongyuan Securities Co., Ltd. exited the list of the top ten circulating shareholders [5]