Group 1 - The core viewpoint of the news is that Top Cloud Agriculture has seen a stock price increase of 5.08%, reaching 117.80 yuan per share, with a trading volume of 282 million yuan and a turnover rate of 8.31%, resulting in a total market capitalization of 10.046 billion yuan [1] - Top Cloud Agriculture, established on April 7, 2008, is located in Hangzhou, Zhejiang Province, and specializes in the research, production, sales, and service of agricultural testing instruments and agricultural IoT [1] - The company's main business revenue composition includes smart agriculture projects at 70.63%, smart hardware devices at 27.76%, and other technical services at 1.60% [1] Group 2 - Southern Fund's Southern CSI 1000 ETF (512100) is among the top ten circulating shareholders of Top Cloud Agriculture, having reduced its holdings by 4,200 shares in the third quarter, now holding 235,400 shares, which is 1.22% of the circulating shares [2] - The Southern CSI 1000 ETF has a total scale of 78.996 billion yuan and has achieved a year-to-date return of 4.98%, ranking 1606 out of 5562 in its category, with a one-year return of 38.21%, ranking 1744 out of 4285 [2] - The fund manager of Southern CSI 1000 ETF is Cui Lei, who has been in the position for 7 years and 90 days, with a total asset scale of 137.02 billion yuan and a best fund return of 279.97% during the tenure [3]

（文章来源：证券日报） 证券日报网讯 1月30日，托普云农在互动平台回答投资者提问时表示，公司主要以国内市场为主，有少 量的出口业务，有关出海方面的布局和计划以公司公开披露信息为准。 ...

在我国种业振兴"五年见成效"目标如期达成、"十五五"规划开局起步的关键节点，1月14日，2026三亚 国际种业科学家大会暨国际种业科技博览会（第五届）在海南三亚天涯海角红树林国际会展中心隆重召 开。大会以"创新引领种业发展、合作保障全球粮安"主题，汇聚30余位中外院士和来自20多个国家的高 层次专家分享最新研究成果，60余位涉农大学校长、省级以上科研院所主要领导参会并作主旨报告。水 产种业、国际化大豆种业发展、水稻育种、生物育种、科技小院国际论坛等专题论坛与特色活动密集开 展，从多维度推动种业全产业链的交流对接与协同创新。作为已成功举办四届的行业盛会，"三亚国际 种业科学家大会"已成为促进全球种业科技交流合作、引领行业创新发展的重要载体，深度彰显南繁科 研实力与国际影响力，是中国种业科技领域层次最高、影响力最大的国际性盛会。 作为"AI+农业"的先行者，托普云农聚焦种质资源保护、鉴定与评价、品种创制、制种及生产应用等全 流程核心环节，构建起AI+种业科研全要素智能装备体系与"育—繁—推—管—服"全链条解决方案，已 成功打造多个标杆案例，为种源创新提供了可复制的技术范式。此次大会，托普云农全面展示系列智能 装备 ...

近日，2024年度海南省科学技术奖评选结果正式揭晓。由浙江托普云农科技股份有限公司 （301556.SZ）参与完成的"海南重大迁飞害虫智能监测及精准防控关键技术创新与集成应用"成果获得 科学技术进步奖一等奖，充分彰显了托普云农在农业科技创新领域的硬核实力与行业引领地位。 2024年度海南省科学技术奖是《海南省科学技术奖励办法》及实施细则修订后第一次授奖。此次获奖项 目技术创新突出，推动行业进步作用明显，产生了显著的社会和经济效益，充分彰显了海南在吸引和培 育创新团队、激发创新动能方面的成效。 立足不同场景的差异化监测需求，托普云农创新整合光诱、色诱、性诱等多元诱集方式，搭建全域适配 的智能测报体系，实现从微小害虫到迁飞害虫、从田间单点到全域范围的多维度监测覆盖，彻底打破传 统测报方式的场景局限。 通过联动卫星遥感、无人机遥感、地面感知网络等多维手段，托普云农打造 "天空地一体化" 立体监测 系统，同时深度嵌入农业AI智能体 "问稷"，实现虫情数据与气象、作物生育期等多维信息的联动分 析，推动植保测报从"人工估测"向"精准量化"、从"被动响应"向"主动预警"的根本性转变。 多年来，托普云农在智慧农业领域的技术成 ...

Group 1 - The core viewpoint of the news is that Top Cloud Agriculture has experienced fluctuations in its stock performance, with a notable drop of 3.13% on January 19, and significant trading activity in both margin financing and securities lending [1] - As of January 19, Top Cloud Agriculture's margin financing balance is 274 million yuan, accounting for 8.13% of its market capitalization, indicating a high level of leverage compared to the past year [1] - The company reported a revenue of 391 million yuan for the period from January to September 2025, representing a year-on-year growth of 16.61%, and a net profit attributable to shareholders of 91.29 million yuan, up 19.19% year-on-year [2] Group 2 - Top Cloud Agriculture has distributed a total of 70.06 million yuan in dividends since its A-share listing [3] - As of September 30, 2025, the number of shareholders has increased to 11,800, with an average of 2,493 circulating shares per person, reflecting a slight decrease of 3.37% [2] - Among the top ten circulating shareholders, new entrants include Hengyue Growth Selected Mixed A and Hong Kong Central Clearing Limited, while some existing shareholders have reduced their holdings [3]

Summary of Top Cloud Agriculture Conference Call Company Overview - Top Cloud Agriculture has developed a comprehensive digital solution that integrates artificial intelligence with agriculture, covering production, research, government management, and services, aiming for an efficient, intelligent, and sustainable modern agricultural model [2][3] Core Business Areas - The company focuses on three main areas: digital seed industry, digital farmland, and digital planting, utilizing a sky-ground integrated perception system combined with AI for precise control and full-chain services [2][5] - The company has established specialized solutions for digital fields, tea gardens, orchards, and parks [2] Technological Advancements - The application of AR technology in research has significantly improved efficiency and accuracy, shortening breeding cycles and enhancing pest monitoring [2][7] - High-throughput plant phenotype analysis and AR-assisted breeding management are key innovations that automate data collection and improve breeding outcomes [7] Government Collaboration - Top Cloud Agriculture assists government agencies in smart regulation through digital agricultural management, providing intelligent monitoring services for food security and farmland construction [6][11] Market Position and Growth - The company has seen a shift in revenue sources, with research contributing over 30% and government orders accounting for about 60% of total revenue [11][16] - The company is optimistic about future order growth, particularly in seed innovation and pest control, with expected investments in the tens of billions [11] Competitive Landscape - The smart agriculture sector is fragmented and at an early stage, with low standardization. Top Cloud Agriculture's competitive advantages include interdisciplinary integration, deep collaboration between hardware and software, and a comprehensive service offering [17][18] Financial Performance - The company has experienced an increase in large project orders, which has extended the payment cycle due to complex approval processes, but overall financial management remains stable with a gross margin around 50% [19] Future Plans - Top Cloud Agriculture plans to focus on domestic market expansion while gradually considering overseas markets in the next 3-5 years, with a high compatibility of products with international demand [20] Capital Expenditure - Future capital expenditures will primarily target AI and robotics, with a phased investment approach based on industry developments [14] Customer Segmentation - The customer base is primarily B2B, including large farm owners and agricultural companies, with a service model that emphasizes standardized solutions and annual service fees to enhance customer retention [16]

据天眼查APP显示，浙江托普云农科技股份有限公司成立于2008年04月07日，注册资本8528万人民币。 （数据宝） （文章来源：证券时报网） 数据宝统计，截至14:42，托普云农成交额14.28亿元，创2024年10月22日以来新高。最新股价上涨 5.59%，换手率32.26%。上一交易日该股全天成交额为14.27亿元。 ...

进一步统计，近3个月内该股累计发生13笔大宗交易，合计成交金额为2.2亿元。该股近5个交易日累计 上涨41.64%，主力资金合计净流入3.28亿元。 1月13日，托普云农收涨4.14%，收盘价为143.01元，发生1笔大宗交易，合计成交量5.6万股，成交金额 789.66万元。 第1笔成交价格为141.01元，成交5.60万股，成交金额789.66万元，溢价率为-1.40%，买方营业部为国海 证券股份有限公司山东分公司，卖方营业部为财通证券股份有限公司杭州庆春路证券营业部。 责任编辑：小浪快报 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ ...

托普云农公告称，持股5%以上股东朱旭华于2025年11月14日至2026年1月12日，通过集中竞价交易减持 380,000股，占总股本的0.45%，其持股由9,473,400股降至9,093,400股，比例从11.11%降至10.66%，权益 变动比例触及1%整数倍。本次变动不会影响公司控股权，减持计划与此前预披露一致，截至公告日尚 未实施完毕。 ...

| 3. 本次变动前后，投资者及其一致行动人拥有上市公司权益的股份情况 | | | | | --- | --- | --- | --- | | 股份性质 本次变动前持有股份 | | | 本次变动后持有股份 | | 股数(股) | 股数(股) | 占总股本比例 | 占总股本比例 | | 合计持有股份 9,473,400 | 9,093,400 | 11.11% | 10.66% | | 其中：无限售条件股份 1,710,000 | 1,330,000 | 2.01% | 1.56% | | 7,763,400 有限售条件股份 | 7,763,400 | 9.10% | 9.10% | | 4. 承诺、计划等履行情况 | 否□ | 是☑ | | | 公司于2025年10月24日在巨潮资讯网披露了《关于公司持股 | | | | | 5%以上股东、员工战略配售资管计划减持股份预披露公告》（公 | | | | | 本次变动是否为履行已 | 告编号：2025-045），公司持股5%以上股东朱旭华计划自减持预 | | | | 作出的承诺、意向、计 | 披露公告披露之日起15个交易日后的3个月内（自2025年11月14日 | ...