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法律责任。 重要内容提示： 一、项目概述 近期，《江苏省种业集团有限公司实质化运营方案》（以下简称"运营方案"） 已经省政府同意。根据"运营方案"相关要求，结合省种业集团发展现状，公司拟 优化调整省种业集团股权结构，引入外部战略投资者，整合行业资源，提升公司 行业地位和产业能力。公司于 2025 年 10 月 17 日召开第五届董事会第十二次会 议，审议通过了《关于江苏省种业集团有限公司引进战略投资者项目立项的议案》， 证券代码：601952 证券简称：苏垦农发 公告编号：2025-060 江苏省农垦农业发展股份有限公司 关于公司全资子公司江苏省种业集团有限公司引进 战略投资者项目立项暨减少注册资本的公告 1 为进一步优化江苏省种业集团有限公司（以下简称"省种业集团"）产 业发展战略，聚焦核心主业，持续提升核心竞争力和可持续发展能力， 江苏省农垦农业发展股份有限公司（以下简称"公司"或"苏垦农发"） 拟对省种业集团引进战略投资者项目进行立项，通过先减少注册资本， 再增资扩股的方式引进战略投资 ...

证券代码：601952 证券简称：苏垦农发 公告编号：2025-061 江苏省农垦农业发展股份有限公司 关于控股股东新增避免同业竞争承诺的公告 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法律责任。 一、新增避免同业竞争承诺的原因 避免同业竞争的承诺函》，主要承诺内容如下： 2025 年 7 月，江苏省国资委发布《省国资委关于江苏省国有资本投资运营 集团有限公司全资子公司江苏省国金集团资产运营管理有限公司所持有关股权 无偿划转的通知》（苏国资〔2025〕52 号），将江苏省国金集团资产运营管理有 限公司持有的天丰种业 37.3167%股权、金土地种业 21.422%股权以及江蔬种苗 39.5714%股权无偿划转至农垦集团。待上述划转完成后，天丰种业、金土地种业 和江蔬种苗将成为农垦集团参股子公司，与公司种子业务构成潜在同业竞争。 二、新增《关于避免同业竞争的承诺函》的主要内容 公司上市前，控股股东农垦集团曾出具《关于避免同业竞争的承诺函》，承 诺目前没有、将来也不直接或间接从事与苏垦农发及其控制的子公司现有及将来 的业务构成同业竞争的 ...

证券代码：601952 证券简称：苏垦农发 公告编号：2025-059 表决结果：关联董事 1 票回避，非关联董事 7 票同意，0 票反对，0 票弃权。 江苏省农垦农业发展股份有限公司 第五届董事会第十二次会议决议公告 （二）本次会议审议通过《关于江苏省种业集团有限公司引进战略投资者项 目立项的议案》。 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法律责任。 经审议，同意对江苏省种业集团有限公司（以下简称"省种业集团"）引进 战略投资者项目进行立项，将省种业集团注册资本减少至 110,898.76 万元，减资 完成后，拟优化调整省种业集团股权结构，引入外部战略投资者。具体交易情况 将按公司制度规定履行相应的审批程序。本事项经董事会审议通过后将立即实施 减资工作。 一、董事会会议召开情况 该议案提交董事会审议前已经公司董事会战略发展委员会审议通过。议案具 体内容见公司同日发布的《关于公司全资子公司江苏省种业集团有限公司引进战 略投资者项目立项暨减少注册资本的公告》（公告编号：2025-060）。 江苏省农垦农业发展股份有限公司（以下简称 ...

Core Viewpoint - The company is optimizing its equity structure by introducing external strategic investors to enhance its industry position and capabilities through the approval of the operational plan for Jiangsu Seed Industry Group [1][2] Group 1: Strategic Adjustments - The introduction of strategic investors is a significant move in the company's adjustment of its seed industry development strategy [2] - The company plans to reduce the registered capital of Jiangsu Seed Industry Group from 2 billion to 1.109 billion yuan, and subsequently raise 1 billion yuan from other provincial and municipal enterprises and social capital [1][2] Group 2: Impact on Company Structure - After the introduction of strategic investors, Jiangsu Seed Industry Group will transition from a wholly-owned subsidiary to a controlled subsidiary, but this will not change the scope of the company's consolidated financial statements [2] - The company will still directly hold 100% of Jiangsu Seed Industry Group's shares after the capital reduction [2] Group 3: Long-term Development - The strategic partnership is expected to leverage the experience and resources of the investors to promote business development and enhance the company's core competitiveness in the seed industry sector [2] - The project is aligned with the company's strategic development plan and is not expected to adversely affect the financial status or operational results of the company or its shareholders, particularly minority shareholders [2]

Group 1 - The corn concept index declined by 0.54%, ranking among the top declines in the concept sector, with major declines seen in companies like Shennong Seed Industry, Wanxiang Denong, and Dunhuang Seed Industry [1][2] - Among the 12 stocks that rose, *ST Wanfang, Chuaning Biological, and Xiamen Xiangyu had the highest increases of 5.08%, 2.39%, and 2.10% respectively [1][2] - The corn concept sector experienced a net outflow of 88 million yuan, with 17 stocks seeing net outflows, and 6 stocks with outflows exceeding 10 million yuan [2][3] Group 2 - The leading stocks with net outflows included Shennong Seed Industry with a net outflow of 33.24 million yuan, followed by Beidahuang, Xin'an Co., and Nongfa Seed Industry with outflows of 19.50 million yuan, 16.08 million yuan, and 15.62 million yuan respectively [2][3] - The stocks with the highest net inflows included Quanyin High-Tech, Chuaning Biological, and COFCO Technology, with inflows of 21.44 million yuan, 18.53 million yuan, and 12.42 million yuan respectively [2][3] - The corn concept sector's performance was contrasted with other sectors, such as the Tonghuashun Fruit Index which rose by 3.40%, and the cell immunotherapy sector which increased by 3.18% [2]

Market Overview - The planting industry sector rose by 0.33% on October 14, with Qiu Le Seed Industry leading the gains [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Stock Performance - Qiu Le Seed Industry (code: 920087) closed at 18.10, up 6.16% with a trading volume of 169,200 shares and a transaction value of 294 million [1] - Other notable performers include: - Shen Nong Seed Industry (code: 681000E) at 4.81, up 2.78% with a volume of 2.06 million shares [1] - Zhongxing Fungi Industry (code: 002772) at 10.47, up 2.05% with a volume of 325,800 shares [1] - Dunhuang Seed Industry (code: 600354) at 6.56, up 2.02% with a volume of 496,000 shares [1] Capital Flow - The planting industry sector experienced a net outflow of 54.07 million from main funds, while retail funds saw a net inflow of 8.37 million [2] - The main funds' net inflow and outflow for specific stocks include: - Shen Nong Seed Industry: net inflow of 37.01 million [3] - Dunhuang Seed Industry: net inflow of 17.90 million [3] - Zhongxing Fungi Industry: net inflow of 17.41 million [3]

Core Insights - The agriculture sector saw a rise of 0.65% on October 13, with Qiu Le Seed Industry leading the gains [1] - The Shanghai Composite Index closed at 3889.5, down 0.19%, while the Shenzhen Component Index closed at 13231.47, down 0.93% [1] Sector Performance - Qiu Le Seed Industry (code: 920087) closed at 17.05, up 5.64% with a trading volume of 204,900 shares and a transaction value of 377 million [1] - Other notable gainers included: - Shen Nong Seed Industry (code: 300189) at 4.68, up 4.93%, with a trading volume of 2.159 million shares and a transaction value of 1.042 billion [1] - Wanxiang Deno (code: 600371) at 9.45, up 3.62%, with a trading volume of 364,700 shares and a transaction value of 356 million [1] Fund Flow Analysis - The agriculture sector experienced a net outflow of 2.0653 million from institutional investors, while retail investors saw a net outflow of 55.7436 million [2] - Conversely, speculative funds recorded a net inflow of 57.8089 million [2] Individual Stock Fund Flow - North China Agricultural (code: 600598) had a net inflow of 58.2983 million from institutional investors, but a net outflow of 67.3320 million from retail investors [3] - Snow Rong Biological (code: 300511) saw a net inflow of 38.0955 million from institutional investors, with a net outflow of 19.9775 million from retail investors [3] - Su Kan Agricultural Development (code: 601952) had a net inflow of 27.7753 million from institutional investors, while retail investors experienced a net outflow of 14.2399 million [3]

证券代码：601952 证券简称：苏垦农发 公告编号：2025-058 江苏省农垦农业发展股份有限公司 2025年半年度权益分派实施公告 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法律责任。 重要内容提示： 每股分配比例 A 股每股现金红利0.06元（含税） 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/10/16 | － | 2025/10/17 | 2025/10/17 | 差异化分红送转： 否 1. 发放年度：2025年半年度 2. 分派对象： 三、 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/10/16 | － | 2025/10/17 | 2025/10/17 | 四、 分配实施办法 1. 实施办法 一、 通过分配方案的股东会届次和日期 公司于2 ...

江苏省农垦农业发展股份有限公司发布2025年半年度权益分派实施公告。本次利润分配以总股本13.78 亿股为基数，每股派发现金红利0.06元（含税），共计派发现金红利8268万元。股权登记日为2025年10 月16日，除权（息）日和现金红利发放日为10月17日。无限售条件流通股红利委托中国结算上海分公司 派发，控股股东现金红利由公司自行发放。不同类型股东扣税政策不同，如个人持股超1年暂免个税， QFII股东按10%税率代扣等。 ...

Group 1 - The corn concept index rose by 1.71%, ranking 8th among concept sectors, with 32 stocks increasing in value, led by Tiankang Biological, Xiamen Xiangyu, and Xinghuo Technology, which rose by 7.52%, 5.32%, and 3.75% respectively [1][2] - The corn concept sector saw a net inflow of 0.28 billion yuan from main funds, with 13 stocks receiving net inflows, the highest being Tiankang Biological with a net inflow of 50.81 million yuan [2][3] - The top three stocks by net inflow ratio in the corn concept were *ST Wanfang, Xin'an Shares, and Tiankang Biological, with net inflow ratios of 11.40%, 11.20%, and 8.79% respectively [3][4] Group 2 - The concept sectors with the highest daily gains included the Armament Restructuring Concept at 4.83% and the 2025 Q3 Report Pre-increase at 3.44%, while the National Big Fund Holdings saw a decline of 5.04% [2] - The corn concept was among the top gainers, alongside sectors like Animal Vaccines and Glyphosate, which rose by 1.93% and 1.92% respectively [2][5] - The trading volume and turnover rates for leading stocks in the corn concept indicate active trading, with Tiankang Biological showing a turnover rate of 5.67% [3][4]