证券代码：600108 证券简称：亚盛集团 公告编号：2026-014 甘肃亚盛实业（集团）股份有限公司 关于为全资子公司提供担保的进展公告 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： 担保对象及基本情况 | | 被担保人名称 | 甘肃中垦玉种业有限公司 | | | --- | --- | --- | --- | | 担保 | 本次担保金额 | 1,177.95 万元 | | | 对象一 | 实际为其提供的担保余额 | 3,177.95 万元 | | | | 是否在前期预计额度内 | 是 □否 | □不适用：_________ | | | 本次担保是否有反担保 | □是 否 | □不适用：_________ | | 担保 | 被担保人名称 | 山丹县芋兴粉业有限责任公司 | | | | 本次担保金额 | 万元 200 | | | 对象二 | 实际为其提供的担保余额 | 万元 6,431.23 | | | | 是否在前期预计额度内 | 是 □否 | □不适用：_________ | | | 本次担保是 ...

Investment Rating - The report suggests a neutral investment rating for the agricultural sector, indicating that the expected changes in the industry will be relatively stable compared to the broader market [70]. Core Insights - The agricultural sector index has underperformed compared to the Shanghai Composite Index, with a weekly decline of 4.50% [13]. - The report highlights ongoing pressures in the pig farming industry, with prices expected to continue declining due to supply-side pressures and a potential increase in slaughter volumes [3][21]. - In poultry farming, while white feather chicken prices remain under pressure, yellow feather chicken prices have shown resilience due to improved downstream demand [4][35]. - The beef market is anticipated to see price increases as it enters the consumption peak season, while dairy cow inventories are decreasing, indicating a potential recovery in milk prices [5][39][42]. - The planting sector is experiencing tight supply and demand dynamics, with corn prices showing slight upward movement amid external uncertainties [6][45][46]. - Feed prices have stabilized, and the aquaculture sector is showing signs of improvement in pricing [56]. Summary by Sections 1. Market Review - The agricultural index closed at 2928.56 points, down 4.50% week-on-week, underperforming the Shanghai Composite Index [13][14]. 2. Key Data Tracking 2.1 Pig Farming - The average price of live pigs is 9.90 yuan/kg, with a weekly decline of 1.79%. The average weight of pigs at slaughter is 128.62 kg, indicating a slight increase [21][22]. - The report anticipates further price declines in the short term due to supply pressures and ongoing losses in the sector [3][22]. 2.2 Poultry Farming - The average price for white feather chickens is 7.33 yuan/kg, showing a weekly increase of 1.66%. The profitability of parent stock and broiler chickens has improved slightly [34][35]. 2.3 Livestock - Live cattle prices in Shandong are 27.03 yuan/kg, with a year-on-year increase of 13.86%. The report expects beef prices to rise as the consumption season approaches [5][40][42]. 2.4 Planting Industry - Domestic corn prices are 2332.86 yuan/ton, with a slight increase of 0.18% week-on-week. The report notes potential improvements in the planting sector if there are significant reductions in grain production [6][45][46]. 2.5 Feed & Aquaculture - Feed prices for fattening pigs are 3.36 yuan/kg, showing a weekly increase of 0.30%. Aquaculture prices for various species have remained stable [56].

证券代码：600108 证券简称：亚盛集团 编号：2026-013 甘肃亚盛实业（集团）股份有限公司 股票交易异常波动公告 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： ● 甘肃亚盛实业（集团）股份有限公司（以下简称"公司"）股票 于 2026 年 3 月 10 日、3 月 11 日连续 2 个交易日内日收盘价格涨幅偏离 值累计达到 20%，属于《上海证券交易所交易规则》规定的股票交易异常 波动情形。 ● 公司股票价格短期涨幅较大，自2026年2月27日至2026年3月11 日已累计上涨81.99%，显著高于同期上证指数，目前公司静态市盈率 133.13，显著高于中上协行业分类中的农业行业静态市盈率57.65，近3个 交易日日均换手率约21.71%，存在较大的交易风险。 ● 公司未取得相关采矿资质，也未开展矿产相关业务，亦未推进与 矿产相关的工作，不存在应披露而未披露的重大事项或重要信息。截至 目前，公司也无开展矿产相关业务的计划。 ● 公司基本面未发生重大变化，公司股票价格短期涨幅较大，可 能存在市场情绪 ...

Investment Rating - The investment rating for the agriculture, forestry, animal husbandry, and fishery industry is "Positive" (maintained) [1] Core Insights - The ongoing Middle East conflict is driving up oil prices and shipping risks, which may lead to an upward shift in the price center of agricultural products, amplifying price volatility [3][12] - The increase in oil prices is expected to raise production costs for agricultural inputs such as fuel, fertilizers, and pesticides, thereby pushing the cost center of agricultural products higher [4][17] - The agricultural sector outperformed the market by 3.52 percentage points during the week of March 2-6, 2026, with the agriculture index rising by 2.12% while the Shanghai Composite Index fell by 1.40% [6][27] Weekly Market Performance - The agriculture sector's index increased by 2.12%, outperforming the broader market by 3.52 percentage points [6][27] - Notable stock performances included Yasheng Group (+39.04%), Yuegui Co. (+15.09%), and COFCO Technology (+8.42%) [6][27] Price Tracking - As of March 6, 2026, the average price of live pigs was 10.32 CNY/kg, down 0.55% from the previous week; the average price of piglets was 25.30 CNY/kg, down 0.12% [39] - The average price of beef was 66.14 CNY/kg, showing a slight increase of 0.06% [45] - The futures price of corn was 2394.00 CNY/ton, reflecting a week-on-week increase of 2.00%, while soybean meal futures rose by 3.33% to 2361.00 CNY/ton [52][57] Key News - The National Storage Network announced a central reserve frozen pork storage auction on March 4, 2026, with a total of 10,000 tons available for bidding [5][35] - Experts warn that the ongoing Middle East conflict could disrupt global fertilizer supply chains, potentially leading to a food crisis [5][35]

Market Overview - A-shares rose again on March 6, with over 4,200 stocks in the green; Hong Kong stocks surged, with the Hang Seng Index up nearly 2% and the Hang Seng Tech Index up nearly 4% [1] - The Shanghai Composite Index closed up 0.38% at 4,124.19 points, the Shenzhen Component Index rose 0.59%, the ChiNext Index increased by 0.38%, and the Sci-Tech Innovation Board Index gained 0.87% [1] - Total trading volume in the Shanghai and Shenzhen markets was approximately 2.22 trillion yuan, a decrease of over 190 billion yuan from the previous day [1] Electric Equipment Sector - The electric equipment sector showed strong performance, with Zhongyi Technology rising nearly 15%, Nanfang Technology and Ankao Zhidian up over 10%, and Shun Sodium Co. achieving a three-day winning streak [3] - China West Electric continued to set historical highs with an increase of over 6% [3] Pharmaceutical Sector - The pharmaceutical sector saw significant gains, particularly in innovative drugs and weight-loss drug concepts, with Yahu Pharmaceutical hitting a 20% limit up and Rongchang Bio rising nearly 14% [7] - Other notable performers included Shanghai Yizhong and Bai'ao Saitou, both up over 9%, and Junshi Biosciences, which rose nearly 5% [7] Agricultural Sector - The agricultural sector collectively rose, with Yasheng Group and Dunhuang Seed Industry hitting the limit up, while COFCO Technology and Xiangjia Co. increased by over 7% [11] - Muyuan Foods and other stocks in the sector rose over 5% [11] Policy Insights - The 2026 government work report emphasizes the cultivation of emerging industries, including biomedicine, and encourages state-owned enterprises to lead in application scenarios [9] - The report highlights the importance of the biopharmaceutical industry, indicating strong policy support and confidence in the sector's growth potential [9] - The report also outlines plans for enhancing grain production capacity and agricultural technology, suggesting a focus on agricultural innovation and seed technology [13]

证券代码：600108 证券简称：亚盛集团 编号：2026-012 甘肃亚盛实业（集团）股份有限公司 股票交易异常波动公告 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： ● 甘肃亚盛实业（集团）股份有限公司（以下简称"公司"）股票 于 2026 年 3 月 3 日、3 月 4 日连续 2 个交易日内日收盘价格涨幅偏离值 累计达到 20%，属于《上海证券交易所交易规则》规定的股票交易异常波 动情形。 ● 经公司自查并向控股股东及实际控制人书面发函核实，截至本公 告披露日，确认不存在应披露而未披露的重大事项或重要信息。 ● 公司未取得相关采矿资质，也未开展矿产相关业务，亦未推进与 矿产相关的工作，不存在应披露而未披露的重大事项或重要信息。 ● 公司股票价格短期涨幅较大，近2个交易日日均换手率约 21.38%，目前静态市盈率107.20，高于中上协行业分类中的农业行业静 态市盈率54.83，存在较大的交易风险，敬请广大投资者注意投资风险， 理性决策，审慎投资。 一、股票交易异常波动的具体情况 公司股票于 2026 ...

Market Overview - The Asia-Pacific market experienced significant declines, referred to as "Black Wednesday," with major indices suffering substantial losses [4][8]. - The South Korean KOSPI index fell by 12.06%, marking its largest single-day drop since 2008, while the Nikkei index dropped over 2000 points [5][8]. Factors Influencing Market Movements - The surge in oil prices due to the Iran conflict is raising concerns about inflation, particularly affecting oil-importing countries like South Korea, the eighth-largest oil consumer globally [8][10]. - Analysts note that forced liquidations of leveraged positions are exacerbating market losses, leading to increased volatility and uncertainty [8][9]. Regulatory Response - The South Korean Financial Committee held an emergency meeting to assess the market situation and is prepared to activate a market stabilization plan of 100 trillion KRW if volatility persists [9][10]. A-Share Market Performance - The Shanghai Composite Index fell by 0.98%, closing below the 4100-point mark, with the Shenzhen Component and ChiNext Index also experiencing declines [12][13]. - A total of 1745 stocks rose while 3640 stocks fell, indicating a broad market downturn [14][15]. Sector Performance - The storage chip sector saw significant gains, with companies like Baiwei Storage and Demingli hitting the daily limit [16][17]. - The electric power and grid equipment sectors also performed well, with stocks like Ankao Zhidian reaching their daily limit [18][19]. - Military stocks were active, with Aerospace Rainbow hitting the daily limit and Zhong Wujun rising over 15% [20][21]. - Agricultural stocks experienced a rally, with Yasheng Group achieving a four-day limit increase and Nongfa Seed Industry hitting the daily limit [22][23]. Declines in Other Sectors - The oil and gas sector faced adjustments, with companies like Renzhi falling to their daily limit [24]. - The shipping sector saw declines, with Phoenix Shipping hitting the daily limit [25][26].

Summary of Key Points from Conference Call Industry Overview - The strongest sector in the market is the oil and gas industry, with multiple companies showing significant performance [1] - Key players in the oil and gas sector include: - Water Development Oil and Gas (3 boards) - Intercontinental Oil and Gas (2 boards) - Zhun Oil Co. (2 boards) - Sinopec Oilfield Services (2 boards) - China National Petroleum Corporation (2 boards) [1][1][1] Sector Analysis - **Oil and Gas**: - Major companies include Tongyuan Petroleum, Intercontinental Oil and Gas, Water Development Gas, Zhongman Petroleum, Zhun Oil Co., Sinopec Oilfield Services, Beiken Energy, Blue Flame Holdings, and China National Petroleum [1] - **Shipping**: - Key players are COSCO Shipping Energy Transportation, China Merchants Jinling Shipyard, Ningbo Shipping, China Merchants Industry, and Nanjing Port [1] - **Photovoltaic Energy Storage**: - Notable companies include Airo Energy, Deyue Co., Shouhang New Energy, GCL-Poly Energy, Oujing Technology, Goodwe, and Guosheng Technology [1] - **Optical Communication**: - Companies mentioned include Huasheng Chang, Huilv Ecology, Tongding Interconnection, Jufei Optoelectronics, Robotech, Tengjing Technology, Huagong Technology, and Yuanjie Technology [2] - **Coal Chemical**: - Key players are Jinniu Chemical, Luohua Technology, Chitianhua, Baofeng Energy, China Coal Energy, and Lutianhua [2] - **Gold**: - Companies include Xiaocheng Technology, Western Gold, and Mankalon [2] - **Agriculture**: - Notable companies are Yasheng Group, Qiule Seed Industry, Kangnong Seed Industry, Shennong Seed Industry, and Quanyin High-Tech [2] - **Electric Power**: - Specific companies were not detailed in the provided content [2] Additional Insights - The market shows a diverse range of sectors with significant activity, particularly in oil and gas, which is currently the strongest sector [1] - The presence of multiple companies across various sectors indicates a robust market environment with potential investment opportunities [1][2]

Core Insights - The report highlights the significant impact of geopolitical tensions, particularly the military conflict involving Iran, on international oil prices, with WTI and Brent crude oil prices experiencing substantial increases of 11.9% and 11.94% respectively as of March 2, 2026 [6][11]. - The report discusses the ongoing developments in the supernode and Scale-up network industry, emphasizing the competitive landscape where companies like NVIDIA, Google, AMD, and Huawei are making strides to challenge NVIDIA's dominance [13][24]. Industry Overview - The oil and gas sector is currently facing volatility due to geopolitical events, with Brent crude oil futures settling at $72.48 per barrel, reflecting a month-over-month increase of 2.50% [7]. - The supernode and Scale-up network industry is identified as a critical area for technological innovation, supporting high-performance AI applications and large-scale models [13][24]. Company Insights - NVIDIA is noted for its leading position in supernode technology, with plans to release advanced solutions like the GH200NVL72 and GB200/GB300NVL72 by 2025, aiming to enhance GPU interconnectivity and bandwidth [14][15]. - Huawei is working on its supernode technology, with the Atlas950 expected to launch in late 2026, showcasing competitive performance metrics against NVIDIA's offerings [18][19]. - Google is establishing a unique competitive edge with its TPU supernodes, leveraging optical circuit switching technology to enhance performance and efficiency [20][21]. - AMD's UALink is emerging as a significant open standard in the supernode space, with expectations for its ecosystem to gain traction by 2027, positioning it as a viable competitor to NVIDIA [22][24].

证券代码：600108 证券简称：亚盛集团 编号：2026-011 公司股票于 2026 年 2 月 27 日、3 月 2 日连续 2 个交易日内日收盘价 格涨幅偏离值累计达到 20%，根据《上海证券交易所交易规则》有关规定， 1 属于股票交易异常波动情况，公司已于 2026 年 3 月 3 日在上海证券交易 所网站披露了《甘肃亚盛实业（集团）股份有限公司股票交易异常波动公 告》（公告编号：2026-010）。2026 年 3 月 3 日，公司股票以涨停价收盘， 短期内公司股票价格涨幅较大，敬请广大投资者注意投资风险，理性投资。 现将相关风险提示如下： 甘肃亚盛实业（集团）股份有限公司 股票交易风险提示公告 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： ● 甘肃亚盛实业（集团）股份有限公司（以下简称"公司"）股票 于 2026 年 2 月 27 日、3 月 2 日连续 2 个交易日内日收盘价格涨幅偏离值 累计达到 20%，属于《上海证券交易所交易规则》规定的股票交易异常波 动情形，公司已于 2026 年 3 ...