近日，农发行四川三台县支行再投4000万元贷款，用于支持三台县"天府粮仓"油菜制种示范基地项目建 设，以政策性金融力量助推当地油菜制种产业高质量发展。截至目前，该支行已累计为该项目投放资金 超1亿元。 三台县作为长江中上游油菜制种优势区、四川省优势特色效益农业油菜基地，于2022年获评"国家级油 菜制种大县"。针对当地油菜制种产业存在的基地集中度低、基础设施薄弱、机械化程度不高等短板， 三台县启动实施"天府粮仓"油菜制种示范基地建设项目。 据悉，该项目建设内容包括实施田块整治、修建田间道路、完善渠系灌溉设施，并配备制种实验大棚、 绿色防控设施、耕地质量检测设备等。项目建成后，将大幅提升亩均产能和抗灾能力，推动农业转型升 级，为机械化、规模化生产创造条件，降低作业成本；运用土地流转机制，结合项目建设和运营过程中 产生的大量务工机会，可实现村民"土地租金+务工收入"双增收。此外，集中连片的现代化农田也将为 延伸农业产业链、发展乡村旅游产业奠定坚实基础。 下一步，农发行三台县支行将继续发挥农业政策性银行的职能作用，加大信贷支持力度，聚焦农业全产 业链升级，积极探索"产业增效、农民增收"的乡村振兴新路径，为地方经济发 ...

出品：新浪财经上市公司研究院 作者：浪头饮食/ 郝显 近日，神农种业发布以简易程序向特定对象发行股票预案，定增终于开始落地。 本次神农种业拟融资不超1.44亿元，其中1.04亿元将用于"油菜'良种+良法'示范推广项目"，4000万元用 于补充流动资金，占到募资总额的38%。 由于连续亏损，神农种业已经面临较大的资金压力，目前账面货币资金5137.23万元，而短期有息负债 为1276.75万元，长期借款达到2.1亿元。另一方面，公司还在逆势扩张，先后启动"神农水产种源科技产 业园项目"及"油菜'良种+良法'示范推广项目"，同样需要源源不断的资金投入。 神农种业拟募资不超1.44亿元 账面货币资金仅5137.23万元 神农水产种源科技产业园项目是公司2022年12月启动的项目，主要用于水产种质资源的保护、开发，水 产苗种的选育、繁育和生产，项目建设周期36个月，计划总投资12.8亿元，其中自有资金3亿元，银行 贷款9.8亿元。 本次拟投建的"油菜'良种+良法'示范推广项目"由子公司湖南神农大丰实施，拟选取长沙、益阳、衡 阳、常德、郴州、岳阳六个湖南主要油菜种植地区建立一级区域销售中心。同时在下属区县设立28个网 ...

Core Viewpoint - The company is planning to issue shares through a simplified procedure to specific targets in 2025, which may dilute immediate returns for shareholders, and has outlined measures to mitigate this impact [1][2][6]. Group 1: Issuance Details - The company will issue 50 million shares, raising a total of 144 million yuan [3][4]. - The issuance is expected to be completed by September 30, 2025, but this date is only for calculation purposes and does not indicate the actual completion date [2][4]. - The total share capital before the issuance is 102.4 million shares [3]. Group 2: Financial Impact Analysis - The company anticipates three scenarios for net profit in 2025 based on the 2024 net profit of -50.6165 million yuan, with projections of a 10% decrease, no change, or a 10% increase [2][4]. - The diluted earnings per share (EPS) before the issuance is -0.0494 yuan, which may change to -0.0544 yuan or -0.0537 yuan depending on the profit scenario [4][5]. - The weighted average return on equity (ROE) is projected to be -7.70% before the issuance, potentially improving to -6.32% or -6.02% after the issuance [5]. Group 3: Necessity and Reasonableness of the Issuance - The issuance is deemed necessary to support the company's strategic goals and enhance its competitive position in the agricultural sector, particularly in seed innovation and sales [6][9]. - The company plans to leverage existing business advantages to promote the "Qingyou" series of rapeseed seeds, focusing on expanding its market presence in the Yangtze River basin [6][8]. Group 4: Measures to Mitigate Dilution - The company will implement various measures to enhance profitability and shareholder returns, including strict management of raised funds and adherence to regulatory requirements [10][11]. - A three-year shareholder return plan (2025-2027) will be established to ensure consistent profit distribution and enhance transparency in cash dividends [10][11]. Group 5: Commitment from Stakeholders - The controlling shareholder and management have committed to not interfere with the company's operations and to protect shareholder interests [12]. - They have also pledged to ensure that measures to mitigate the dilution of immediate returns are effectively implemented [12].

证券代码：300189 证券简称：神农种业 公告编号：2025-030 二、《关于 2025 年度以简易程序向特定对象发行股票方案的议案》 海南神农种业科技股份有限公司 本公司及监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。 海南神农种业科技股份有限公司（以下简称"公司"）第七届监事会第十六 次会议于 2025 年 6 月 10 日在公司会议室以现场与通讯相结合的方式召开。本次 会议通知已于 2025 年 6 月 5 日以邮件、电话或专人方式送达公司各位监事。本 次会议由监事会主席冯辉女士主持，应出席监事 3 人，实际出席的监事 3 人。本 次会议的召集和召开符合《公司法》及《公司章程》的有关规定，合法有效。会 议审议并通过了以下议案： 一、《关于公司符合以简易程序向特定对象发行股票条件的议案》 公司拟以简易程序向特定对象发行融资总额不超过人民币 3 亿元且不超过 最近一年末净资产 20%的股票（以下简称"本次发行"），根据《公司法》《证 券法》《上市公司证券发行注册管理办法》等法律、法规和规范性文件的有关规 定及公司 2024 年年度股东大会的授权，对照上市公司以简 ...

您好！公司目前主营业务中的商业化种子产品为常规油菜、 水稻及玉米种子，所有已通过审定的品种均不涉及转基因性状。 在研发层面，公司正按照国家《农业转基因生物安全管理条例》 要求，对玉米等作物的转基因育种技术开展前期实验室研究，但 尚未进入中间试验阶段，也未向农业农村部提交农业转基因生物 安全证书申请。后续进展公司将严格依法履行信息披露义务，敬 请投资者关注公司公告。 5、海南封关对公司有何实质影响？公司今年有扭亏为盈的 具体措施和时间表吗？ 您好！海南全岛封关运作是国家重大战略部署，公司高度重 视这一政策机遇，将积极探索新业态机会，具体影响有待 2025 年封关细则出台后进一步评估。 公司业绩改善举措：1、进一步加大"庆油"系列油菜种子 种植推广力度，并以湖南省为突破点，辐射长江中下游产区布局 示范站和推广站，加速冬油菜产区推广工作。通过良种推广、农 技培训、机械化服务、信息化技术支持等综合服务的"良种+良 法"模式，持续推进种植农艺农技改造升级，提升公司的盈利能 力及竞争力。2、公司将聚焦"品牌化、高效化"营销战略，围 绕高端农副产品及水产自有消费品牌建设，全面构建覆盖全国的 立体化销售网络。公司将以提质增效 ...

Core Viewpoint - The company reported a revenue increase of 14.77% in 2024, but net profit decreased by 58.23% due to various factors including declining seed gross margins and increased operating expenses [1][5][6]. Financial Performance - In 2024, the company achieved a revenue of 4.709 billion yuan, up from the previous year, primarily driven by increased seed exports and domestic corn seed sales [5][6]. - The sales revenue from rice seeds was 1.858 billion yuan, a year-on-year increase of 5.67%, while corn seed sales reached 589 million yuan, growing by 20.43% [5]. - The fastest growth came from order grain and silage feed, which generated 1.191 billion yuan, marking a 44.22% increase [5]. Profitability Issues - The company reported a net profit of 114 million yuan, down 58.23% from the previous year, resulting in a decrease of 160 million yuan [1][6]. - The decline in net profit was attributed to three main factors: reduced gross margins in seed business, increased R&D and operating expenses, and significant impairment losses [6][7]. Impairment Losses - The total impairment losses for the year amounted to 238 million yuan, which significantly impacted the net profit [6][7]. - Specific impairment losses included 85.6686 million yuan for accounts receivable, 21.6848 million yuan for other receivables, and 80.7006 million yuan for inventory [6][7]. Audit Concerns - The company's financial statements received a qualified opinion from the auditing firm due to two key issues: the existence and accuracy of certain receivables and the valuation of inventory [7][8]. - The first issue involved accounts receivable related to grain sales, where the company could not confirm the existence and accuracy of 32.7759 million yuan in receivables [7][8]. - The second issue pertained to the valuation of inventory, where the company failed to provide sufficient evidence to support its sales forecasts for corn seed inventory [8][9]. Management Response - The company plans to actively pursue the collection of receivables from three grain sales companies and aims to recover the amounts within two years [9]. - For the corn seed inventory, the company intends to implement various measures to ensure sales within the next two years [9].