Core Viewpoint - The establishment of the Wujiang District Seed Industry Technology Achievement Transformation Center (Bacheng Base) is a significant step towards revitalizing the seed industry, driven by local government and community engagement [1][2]. Group 1: Project Development - The successful launch of the seed industry center was facilitated by the active involvement of district political consultative committee members, who focused on community needs and provided strong support for the project [1]. - Prior to the center's establishment, the Wujiang District Political Consultative Committee conducted multiple field studies with relevant departments to gather advanced experiences and optimize the construction plan [1][2]. - The project received recognition as an excellent case in the "2024 Annual Committee Member Service for the People" activities in Suzhou, showcasing effective grassroots service [1]. Group 2: Community Engagement - The Wujiang District Political Consultative Committee moved its service efforts to the grassroots level, collecting public opinions on the seed industry center's construction through direct engagement with the community [2]. - Committee members played a crucial role in overcoming challenges during the bidding process, acting as a bridge to facilitate communication and provide innovative solutions [2]. - The project has significantly boosted the local economy, with the village expected to sell nearly 2.25 million kilograms of wheat seeds by the second half of 2024, enhancing collective income and providing new wealth opportunities for farmers [2]. Group 3: Future Prospects - Once operational, the seed industry center will focus on high-quality seed breeding and promotion, localizing agricultural technology achievements, and training new professional farmers, thereby extending the industrial chain and increasing added value [3]. - The center aims to support the creation of a distinctive seed industry brand for Tanghua Village and contribute to comprehensive rural revitalization through core technological support [3].

北交所信息更新 北 交 所 研 究 北 交 所 信 息 更 秋乐种业（831087.BJ） 2025 年 06 月 16 日 投资评级：增持（维持） | 日期 | 2025/6/16 | | --- | --- | | 当前股价(元) | 19.77 | | 一年最高最低(元) | 32.44/5.12 | | 总市值(亿元) | 32.66 | | 流通市值(亿元) | 31.76 | | 总股本(亿股) | 1.65 | | 流通股本(亿股) | 1.61 | | 近 3 个月换手率(%) | 561.04 | 北交所研究团队 国内玉米种业领军者业绩短期承压，静待研发与渠道发力迎拐点 ——北交所信息更新 诸海滨（分析师） zhuhaibin@kysec.cn 证书编号：S0790522080007 2024 年收入 3.91 亿，2025Q1 实现营收 1919.43 万元 2024 年实现营收 3.91 亿元（-26.77%）；归母净利润 5044 万元（-36.49%），毛利 率为 27.86%（-4.23pct），净利率为 12.89%（-1.98pct）。2025Q1 实现营收 1919.43 万 ...

"三夏"农忙时节，冬小麦自南向北收获。多地抢抓农时，加速推进小麦夏收，夯实全年粮食丰收基础。 推广小麦优质品种，加快建设高标准农田，采购无人驾驶收割机，应用新型烘干设备……各地创新举 措，在良种引育、良田建设、良机应用、良法推广等方面发力，以科技赋能农业生产全链条，不断提升 夏收效率与质量。本版今起推出"经济聚焦·夏收里的'新选手'"系列报道，记录科技兴农的生动故事，展 现现代农业技术在粮食生产中的实践成果。 ——编者 清晨，山东省黄河三角洲农业高新技术产业示范区丁庄街道聂寨村的麦田里，十几台收割机正忙碌作 业。 农机驰骋，麦浪翻滚，43岁的种粮大户聂建伟驾驶运输车在地里来回穿梭。 "聂师傅，今年收成咋样？"一脚跨过田垄，记者走进地里。 "保准是个丰收年。"聂建伟稳稳将车停下，向记者打招呼。 "咋这么有信心？""今年的种子好着嘞！"聂建伟俯下身，掐起一把麦穗放进手心揉搓，轻轻吹净麦 皮，"瞧，个个颗粒饱满，长得真不赖。" 去年秋天收完玉米后，望着自家流转的500亩土地，聂建伟陷入思考：明年夏天，怎么才能让地里收成 再提一提，"不过，俺这都是盐碱地，想提升产量哪有这么容易。" 为提升小麦亩均产量，去年赶在小麦播 ...

来源：农民日报 在安徽宿州市埇桥区夹沟镇夹 沟农场第二生产区，指针式喷灌机在进行抗干热风作业。 付保保 摄 近日，在安徽省宿州市埇桥区夹沟镇，安徽农垦集团下属的夹沟农场1.1万亩小麦原种陆续进入灌浆 期。夹沟农场采取精准灌溉、营养调控和病虫害防治等多项措施提升小麦籽粒的千粒重，力争高产、优 质。 抓好"一喷三防" 夹沟农场社会化服务专班副组长童士贤一刻也不敢放松："灌浆期一定要抓好'一喷三防'，尤其要防 范'干热风'对产量造成的影响。一旦气温高于30摄氏度，风速达到三级以上，空气湿度30%以下，就要 果断采取措施。" 在农场第二生产区，职工把卷盘式喷灌机连接上田间的灌溉井，一股股水流均匀地向四面八方散去，雨 滴般的小水珠降落在田间。在水压的驱动下，喷头可以自主转动，灌溉机也正自动向前行进。 近年来，夹沟农场持续开展高标准农田建设，4个生产区共建有18个灌溉井，机井、沟渠等基础设施较 为完备；农场还在大田间组建智慧农业监测站，可监测苗情、土壤墒情、温度、湿度、病情、虫情，这 些信息实时上传到智慧农业平台，就能及时预警，为应对各种天气影响提供了坚实的底气。 在田间，时常能看到人员往来穿梭，仔细检查小麦植株，发现变 ...

证券代码：831087 证券简称：秋乐种业 公告编号：2025-053 河南秋乐种业科技股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 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 担个别及连带法律责任。 一、 投资者关系活动类别 □特定对象调研 √业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 □其他 二、 投资者关系活动情况 活动时间：2025 年 5 月 15 日 活动地点：公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） 采用网络远程的方式召开业绩说明会 参会单位及人员：通过网络方式参加公司 2024 年年度报告业绩说明会的投 资者 上市公司接待人员：董事长、董事会秘书兼财务负责人：李敏女士； 总经理：张雪君先生； 保荐代表人：张燚先生。 答：尊敬的投资者您好！ 2024 年，一是通过加强标准化制种基地的建设，加强生产过程管理、生产 基地建设，提升制种水平和生产效率；二是上线智慧农事种植质检系统，实现 质检全流程管控，制种过程标准化、信息沟通电子化，有效提高生产管理水平 和 ...

Group 1 - Shandong is the second largest wheat-producing province in China, with winter wheat planting area expected to stabilize at over 6 million acres by 2025, maturing by the end of May [1] - A seed observation meeting is being held at a new wheat variety trial base in Shandong, serving as a "barometer" for the promotion of new wheat varieties in the northern Huanghuaihai region [3] - More than 30 new wheat varieties are showcased, with farmers able to select and order seeds on-site, indicating a proactive approach to seed selection [4] Group 2 - The contribution rate of good varieties to grain yield increase in Shandong has reached 47%, with a good variety coverage rate of 98% across the province [8] - Agricultural research institutions and seed companies are accelerating the breeding of good varieties to meet market demands for new wheat performance [9] Group 3 - In Sichuan, over 9.3 million acres of winter wheat are maturing, with advanced machinery improving harvesting efficiency by 40% [12] - The introduction of unmanned planting machines in the Nanniwan area enhances planting efficiency, reducing the labor required for rice planting from 4-5 people to just 1 [16] Group 4 - In Hubei, a former mining area has been transformed into productive farmland, with 16,000 acres of previously abandoned land being revitalized through government support and ecological restoration efforts [21]

种植业 分析师：张蔓梓 登记编码：S0730522110001 zhangmz@ccnew.com 13681931564 业绩短期承压，静待行业拐点 证券研究报告-公司点评报告 增持(维持) 市场数据(2025-05-08) | 收盘价(元) | 19.66 | | --- | --- | | 一年内最高/最低(元) | 32.44/5.12 | | 沪深 300 指数 | 3,852.90 | | 市净率(倍) | 5.84 | | 流通市值(亿元) | 31.58 | | 基础数据(2025-03-31) | | | 每股净资产(元) | 3.37 | | 每股经营现金流(元) | 0.31 | | 毛利率(%) | 18.20 | | 净资产收益率_摊薄(%) | -0.81 | | 资产负债率(%) | 29.63 | | 总股本/流通股(万股) | 16,520.00/16,062.47 | | B 股/H 股(万股) | 0.00/0.00 | 个股相对沪深 300 指数表现 资料来源：Wind、中原证券研究所，聚源 相关报告 《秋乐种业(831087)公司深度分析：乘政策东 风，做科技强企》 ...

种植业 资料来源：Wind、中原证券研究所，聚源 相关报告 《秋乐种业(831087)公司深度分析：乘政策东 风，做科技强企》 2024-12-24 《秋乐种业(831087)季报点评：公司业绩短期 承压，Q3 净利同比增长》 2024-10-29 《秋乐种业(831087)中报点评：玉米种子需求 承压，加强研发维持核心竞争力》 2024-09-05 分析师：张蔓梓 登记编码：S0730522110001 zhangmz@ccnew.com 13681931564 业绩短期承压，静待行业拐点 证券研究报告-公司点评报告 增持(维持) 市场数据(2025-05-08) | 收盘价(元) | 19.66 | | --- | --- | | 一年内最高/最低(元) | 32.44/5.12 | | 沪深 300 指数 | 3,852.90 | | 市净率(倍) | 5.84 | | 流通市值(亿元) | 31.58 | | 基础数据(2025-03-31) | | | 每股净资产(元) | 3.37 | | 每股经营现金流(元) | 0.31 | | 毛利率(%) | 18.20 | | 净资产收益率_摊薄(%) ...

2025年4月29日，荃银高科（300087）(SZ300087，股价9.19元，市值87.06亿元)发布2024年年报，公司 去年实现营业收入47.09亿元，同比增长14.77%；实现归母净利润1.14亿元，同比减少58.23%。公司解 释，由于受种子毛利率下降、经营管理费用增加、多项资产减值损失等因素影响，公司2024年度增收不 增利。 需要指出的是，由于审计机构在审计过程中遇到了两个关键性问题，荃银高科2024年度财务报表被毕马 威华振会计师事务所(特殊普通合伙)出具保留意见。具体而言，涉及部分应收款项的存在性和账面价值 准确性、存货账面价值的准确性等，进而无法确定是否有必要对相关财务报表项目及披露进行调整，也 无法确定可能需要调整的金额及其对相关披露的影响。 《每日经济新闻》记者还了解到，报告期内，荃银高科对控股子公司新疆祥丰计提了1335.97万元的商 誉减值准备，不过未说明具体原因。 此外，《每日经济新闻》记者还注意到，公司对控股子公司新疆祥丰生物科技有限公司(以下简称新疆 祥丰)计提了1335.97万元的商誉减值准备。 计提2.38亿元减值损失 荃银高科主要从事水稻、玉米、小麦等主要农作物优良种 ...

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].