证券代码：601952 证券简称：苏垦农发 公告编号：2025-038 江苏省农垦农业发展股份有限公司 2025年半年度业绩快报公告 ■ 注：上表主要农产品销售量为公司合并口径对外销售数量。数据未经审计，仅供投资者参考。 三、经营业绩和财务状况情况说明 上半年公司实现合并营业收入45.88亿元，较上年同期下降4.68亿元，降幅9.26%；归属于上市公司股东 净利润2.13亿元，较上年同期下降8,175.99万元，降幅27.72%；归属于上市公司股东的扣除非经常性损 益的净利润1.75亿元，较上年同期下降8,031.80万元，降幅31.40%。主要原因为报告期内农产品价格低 位窄幅震荡、农资价格总体下行导致营业收入下降，稻麦等主要产品毛利空间收窄所致。 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个别及连带责任。 本公告所载2025年半年度主要财务数据为初步核算数据，未经会计师事务所审计，具体数据以公司2025 年半年度报告中披露的数据为准，提请投资者注意投资风险。 一、2025年半年度主要财务数据和指标 单位：万元 ■ 二、主要产品产 ...

苏垦农发2025年一季报显示，报告期内公司营业总收入为21.33亿元，较去年同报告期营业总收入减少 2.03亿元，同比较去年同期下降8.70%；归母净利润为8242.06万元，较去年同报告期归母净利润减少 4673.29万元，同比较去年同期下降36.18%；经营活动现金净流入为6.87亿元，较去年同报告期经营活 动现金净流入增加6.97亿元，实现4年连续上涨。公司报告期内应收账款体量较大，当期应收账款占最 新年报归母净利润比达74.84%。 7月18日晚间，江苏省农垦农业发展股份有限公司（以下简称"苏垦农发（601952）"或"公司"）发布 2025年半年度业绩快报公告。上半年公司实现营业收入45.88亿元，较上年同期下降4.68亿元，降幅 9.26%；归母净利润2.13亿元，较上年同期下降8,175.99万元，降幅27.72%；扣非净利润1.75亿元，较上 年同期下降8,031.80万元，降幅31.40%；基本每股收益0.15元，同比下降28.57%，加权平均净资产收益 率为3.08%，下降1.32个百分点。业绩下滑主要受稻麦等主要农产品价格持续低迷影响，在农产品价格 周期性波动背景下，这家省属农企正面临毛 ...

6月仲夏，万物丰茂。广袤农田上，"三夏"生产进入关键阶段；绿水青山间，低碳发展不断绘就新图景；全力稳就业，政府、企业与高校同频 共振；高温"烤"验下，做好各项保障工作……上半年收官之月，各地各部门统筹推进稳增长、促改革、惠民生举措，推动经济社会沿着高质量 发展之路稳步前行。 观察之一：不负农时，打好夏收攻坚战 6月24日早上7点，中央储备粮滁州直属库有限公司天长库区的门前已经有货车等待售粮。 天长库区是今年首次启用的新建粮库，库区负责人刘高说："6月23日起，这里正式收购托市小麦，两天时间已经收了超360吨。" 随着今年全国"三夏"小麦大规模机收基本结束，目前夏粮收购正在抓紧推进。 夏粮丰收是全年粮食生产关键一仗。6月以来，全国"三夏"工作高效推进。在安徽，6月5日麦收就基本结束，较往年提前3天；在山东德州，新 型收割机抢收小麦，将粮食损耗控制在1%以内；在河南，大规模机收从开始到结束历时22天，8500多万亩小麦顺利完成收割，保持了夏粮产 量总体稳定…… "大胃王"联合收割机快速行进，梯田稻麦收割机爬坡上岭，北斗辅助装备精准作业……今年"三夏"时节，各式各样农业"黑科技"精彩呈现。 农业农村部最新数据显示， ...

近日，国新办举行新闻发布会，介绍第二届"一带一路"科技交流大会有关情况。据发布会消息，由科技 部、中国科学院、中国工程院、国家自然科学基金委、中国科协、四川省人民政府和重庆市人民政府共 同主办的第二届"一带一路"科技交流大会，将于6月10日至12日在四川天府新区举办。 届时，位于四川天府新区的中国科学院成都分院、天府永兴实验室、青藏高原气象研究院、天府国际技 术转移中心等众多科研机构将全面参与"一带一路"青年科学家论坛、科技减贫的目标与实践论坛、科技 引领"碳达峰碳中和"论坛等多场科技论坛活动的组织实施。 此外，天府新区也将在大会期间签署多个跨区域科技成果协作转化合作协议，并举行"双向揭榜挂帅"榜 单发布暨成果转化引导基金启动仪式，加快推动创新链、产业链、资金链、人才链深度融合。 作为"一带一路"建设的重要节点，天府新区自获批国家级新区以来，充分利用国际科技资源，全力推进 学术研究、人才培养、产业经济等多方面的对外科技交流合作，形成了全方位、多层次、广领域的国际 科技合作新格局。 如今，中国—克罗地亚生物多样性和生态系统服务"一带一路"联合实验室，在生物多样性形成与保育、 全球变化效应与应对、特色生物资源利用 ...

Group 1: Acquisition Details - Su Kuan Agricultural Development plans to acquire a 28.75% stake in Jin Tai Yang Grain and Oil for 178 million yuan, increasing its ownership from 51.25% to 80% [2] - The acquisition price is based on an assessment value of 619 million yuan for Jin Tai Yang, with a price per share of 9.32 yuan, adjusted to 7.72 yuan after excluding dividends [2] - The acquisition aims to optimize resource allocation, improve operational decision-making efficiency, and reduce management costs [2] Group 2: Financial Performance of Jin Tai Yang - Jin Tai Yang's net profit declined by 16.95% in 2022 to 74.94 million yuan and further dropped by 92.79% in 2023 to 5.40 million yuan [3] - The company's gross margin fell from over 8% before 2021 to 2.63% in 2023, indicating significant profitability challenges [3] - Although a recovery in net profit is expected in 2024, with an increase of 787.27% to 47.94 million yuan, the gross margin remains low at 5.24% [3] Group 3: Industry Context - The edible oil industry is highly competitive, facing pressure from rising raw material costs and stagnant consumer demand, leading to declining profitability across the sector [4] - Major players like Jin Long Yu are also experiencing profit declines, reflecting broader industry challenges [4] - Su Kuan Agricultural Development's revenue from edible oil dropped from 3.254 billion yuan in 2022 to 2.168 billion yuan in 2024, with gross margins decreasing from 9% in 2020 to 2.22% in 2023 [4] Group 4: Su Kuan Agricultural Development's Performance - Su Kuan Agricultural Development's revenue fell from 12.727 billion yuan in 2022 to 10.917 billion yuan in 2024, with net profit decreasing from 826 million yuan to 730 million yuan [7] - The decline is attributed to a continuous drop in agricultural product prices, with wheat prices falling from 3,305 yuan per ton in April 2022 to 2,395 yuan per ton by January 2025 [7] - The company is facing rising costs in land transfer and agricultural inputs, which are squeezing profit margins [7] Group 5: Strategic Measures - To counteract declining performance, Su Kuan Agricultural Development is expanding its self-operated farmland, reaching 1.364 million mu by the fall of 2024 [8] - The company is also extending its industrial chain, including the acquisition of Jin Tai Yang, as part of its strategy to improve profitability [8] - The future performance of Su Kuan Agricultural Development hinges on the recovery of grain prices, which remains uncertain [8]

Group 1 - Jiangsu aims to take on the responsibility of being an economic powerhouse, emphasizing the need for strong actions and detailed implementation of tasks outlined in the recent provincial meeting [1][2] - Nanjing Jiangbei New Area is positioned as a leader in developing new quality productive forces, focusing on service to enterprises and project construction, with a GDP growth of 6% in Q1 [2] - The Jiangsu Agricultural Science Institute is enhancing high-quality agricultural technology supply, with over 70% of rice and wheat varieties in the province developed by them [2] Group 2 - The provincial meeting outlined four key measures for deepening reforms, including market-oriented resource allocation, which is crucial for building a unified national market [3] - Jiangsu's natural resources system is tasked with ensuring high-quality development and protection, with a focus on project planning and resource allocation [3] - The provincial commerce department is set to stabilize foreign trade and expand international cooperation, targeting emerging markets while maintaining traditional ones [3] Group 3 - Suzhou Industrial Park is enhancing its role as a showcase for China's openness, with projects in life sciences and digital economy underway [4] - Jiangsu is committed to integrating into national development strategies, particularly in the Yangtze River Delta and the Yangtze Economic Belt [5] Group 4 - The province is focused on promoting common prosperity, particularly through agricultural development and urbanization [7] - Employment initiatives are being prioritized, with programs aimed at enhancing job opportunities and skills training [7] Group 5 - Cultural initiatives are being leveraged to boost local industries, particularly in crystal and wearable technology sectors [8] - High-quality party building is emphasized as a means to drive development, with a focus on discipline and accountability among officials [9][10]

大会同步发布的《关于促进苏州市科技强农的若干措施》，列出了政策落地落实的具体支持举措。 该文件聚焦种源保护品种创新、耕地质量保护提升、高端农机装备研制、"AI+农业"大模型建设等12个 关键领域，加大政策扶持与资金投入。 为支持农业关键核心技术攻关，大会还发布了2025年度苏州市科技强农"揭榜挂帅"攻关项目指南， 包括"阳澄湖大闸蟹耐高温新品系选育"和"稻麦两熟农田提产增汇与控量增效协同技术体系研发与应 用"两个重点项目，以及涉及生物育种、高端农机、智慧农业3个专题的18个面上项目。 在"长周期、重技术"的农业赛道上，如何用耐心资本培育更多"慢生长"的"硬核"科技项目，同样是 苏州政策引导的重要组成部分。苏州首个专注农业科技领域的创投基金——苏州农业产业科创投资基金 也在此次大会上亮相，总规模20亿元。与传统农业基金不同，该基金的投向聚焦在高端农业智能装备、 现代生物育种科技、农产品精深加工等前沿领域。 科技日报讯 （记者张晔）在日前举行的2025苏州科技强农大会暨农业前沿科技成果展示对接活动 上，江苏省苏州市出台一系列科技强农举措，通过政策引导、机制保障、金融支持形成合力，着力打通 从创新到产业的转化链条。 ...