证券代码：600540 证券简称：新赛股份 公告编号：2026-008 新疆赛里木现代农业股份有限公司 新疆赛里木现代农业股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的提示性公告 持股 5%以上股东新疆中新建胡杨产业投资基金合伙企业（有限合伙）（代 表中新建胡杨私募股权基金管理有限公司－新疆中新建胡杨产业投资基金合伙 企业（有限合伙））保证向本公司提供的信息真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 | 权益变动方向 | 比例增加□ 比例减少☑ | | --- | --- | | 权益变动前合计比例 | 7.83% | | 权益变动后合计比例 | 5.8365% | | 本次变动是否违反已作出的承诺、意向、计划 | 是□ 否☑ | | 是否触发强制要约收购义务 | 是□ 否☑ | 重要内容提示： 一、 信息披露义务人的基本信息 1.身份类别 | 股东名称 | 中新建胡杨私募股权基金管理有限公司－新疆中新建胡杨产业 | | --- | --- | | | 投资基金合伙企业（有限合伙） | | 投资者及其一致行动人的 ...

新疆赛里木现代农业股份有限公司 证券代码：600540 证券简称：新赛股份 公告编号：2026-007 新疆赛里木现代农业股份有限公司 关于持股 5%以上股东减持股份至 5%的权益变动提示性公告 | 权益变动方向 | 比例增加□ 比例减少☑ | | --- | --- | | 权益变动前合计比例 | 6.79% | | 权益变动后合计比例 | 5.00% | | 本次变动是否违反已作出的承诺、意向、计划 | 是□ 否☑ | | 是否触发强制要约收购义务 | 是□ 否☑ | 一、 信息披露义务人的基本信息 1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | 投资者及其一致行动人的 | ☑其他 5%以上大股东及其一致行动人 | | 身份 | □合并口径第一大股东及其一致行动人（仅适用于无控股股东、 | | | 实际控制人） | | | □其他______________（请注明） | 2.信息披露义务人信息 | 信息披露义务人名称 | | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | --- | | | □ 控股股东/实控人 | | | ...

证券代码:600540 公司简称:新赛股份 股票代码:600540 信息披露义务人:金石期货有限公司(代表金石期货兵投1号单一资产管理计划) 注册地址:新疆五家渠十六区青湖南路 1025 号新华苑小区综合楼 B 段 8 层 通讯地址:新疆乌鲁木齐市解放北路 177 号徕远广场 B 座 1 栋 29 楼 股份变动性质:股份减少 签署日期: 2026年2月 28 日 y 信息披露义务人声明 一、本报告书系依据《中华人民共和国公司法》《中华人民共和国证券法》、 《上市公司收购管理办法》、《公开发行证券的公司信息披露内容与格式准则第 15 号一权益变动报告书》及相关法律、法规和规范性文件编写。 新疆赛里木现代农业股份有限公司 简式权益变动报告书 上市公司名称:新疆赛里木现代农业股份有限公司 股票上市地点:上海证券交易所 股票简称:新赛股份 二、信息披露义务人签署本报告书已获得必要的授权和批准,其履行亦不违 反信息披露义务人章程或内部规则中的任何条款,或与之相冲突。 三、依据《中华人民共和国证券法》、《上市公司收购管理办法》、《公开发行 证券的公司信息披露内容与格式准则第 15 号一权益变动报告书》的规定,本权 益变动 ...

Investment Rating - The investment rating for the agriculture, forestry, animal husbandry, and fishery industry is "Positive" (maintained) [1] Core Insights - The industry is expected to face a soft supply situation throughout 2026, driven by factors such as weight recovery, a decline in breeding sentiment, and production efficiency improvements [3][4][21] - As of February 27, 2026, the average price of live pigs nationwide is 10.84 CNY/kg, reflecting a week-on-week decrease of 0.82 CNY/kg, indicating a weakening market post-holiday [3][13] - The average weight of pigs for both groups and individual farmers has increased post-holiday, with group weights rising to 125.19 kg (up 2.57 kg) and individual weights to 140.65 kg (up 0.98 kg) [3][13] Summary by Sections Weekly Observation - The industry is observing a decline in breeding sentiment since the last week before the Spring Festival, with breeding stock utilization rates dropping to 19.5% as of February 10, 2026, down 10.8 percentage points from January 30, 2026 [4][15] - The supply of breeding sows is showing a marginal increase, with a total of 1.1505 million sows reported in January 2026, up 0.65% month-on-month [21] Market Performance - From February 23 to February 27, 2026, the agricultural sector outperformed the market by 2.03 percentage points, with the agricultural index rising by 4.01% compared to a 1.98% increase in the Shanghai Composite Index [6][26] - Leading stocks include Yasheng Group (+17.46%), New Sai Co. (+12.79%), and Zhongxing Fungi (+12.29%) [6][34] Price Tracking - As of February 27, 2026, the average price of live pigs is 10.87 CNY/kg, down 7.33% from the previous week, while the average price of piglets is 25.42 CNY/kg, down 0.31% [37][38] - The feed-to-pork price ratio stands at 3.25:1, with self-breeding profits at -159.65 CNY per head, a decrease of 61.33% week-on-week [37][38] Key News - The 2026 version of the national standard for pesticide residue limits in food will officially take effect on March 1, 2026, aimed at enhancing food safety regulations [5][36]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The report indicates that the overall supply in the pig farming sector is expected to be loose throughout 2026, driven by factors such as weight recovery and a decline in breeding sentiment post-holiday [3][4][21] - As of February 27, 2026, the average price of live pigs nationwide is 10.84 CNY/kg, reflecting a week-on-week decrease of 0.82 CNY/kg [3][13] - The report highlights the importance of monitoring three key areas: weight, breeding, and frozen products, as they will significantly influence market dynamics [3] Summary by Sections Weekly Observation - The report notes a rebound in average slaughter weights for both group and individual farmers post-holiday, with group weights reaching 125.19 kg (up 2.57 kg week-on-week) and individual weights at 140.65 kg (up 0.98 kg) [3][13] - The breeding sentiment has notably declined since the last week before the Spring Festival, with breeding stock utilization rates dropping to 19.5% as of February 10, 2026, down 10.8 percentage points from January 30, 2026 [4][15] Market Performance - From February 23 to 27, 2026, the agricultural sector outperformed the market by 2.03 percentage points, with the agricultural index rising by 4.01% compared to a 1.98% increase in the Shanghai Composite Index [6][26] - Key stocks leading the gains include Yasheng Group (+17.46%), New Sai Co. (+12.79%), and Zhongxing Mushroom Industry (+12.29%) [6][34] Price Tracking - As of February 27, 2026, the average price of live pigs is 10.87 CNY/kg, down 0.86 CNY/kg from the previous week, while the average price of piglets is 25.42 CNY/kg, also down 0.08 CNY/kg [7][37] - The report indicates that the feed-to-pig price ratio is 3.25:1, with self-breeding profits at -159.65 CNY per head, a decrease of 61.33 CNY per head week-on-week [7][39] Key News - The 2026 version of the national standard for pesticide residue limits in food safety will officially take effect on March 1, 2026, which aims to enhance the quality and safety of agricultural products [5][36]

Group 1 - On February 27, Xinsai Co., Ltd. executed a block trade of 10.3788 million shares, with a transaction value of 54.4887 million yuan, accounting for 9.53% of the total transaction volume for the day [1] - The transaction price was 5.25 yuan, which represents a discount of 2.42% compared to the market closing price of 5.38 yuan [1] - The block trade involved two main buying entities: Guotai Junan Securities Co., Ltd. and an institutional investor, with the former purchasing 3.675 million yuan worth of shares and the latter acquiring 1.77387 million yuan [2]

Core Viewpoint - The Xinjiang state-owned enterprise reform sector experienced a slight increase of 0.03% on February 26, with XinSai Co., Ltd. leading the gains [1] Market Performance - The Shanghai Composite Index closed at 4146.63, down 0.01% - The Shenzhen Component Index closed at 14503.79, up 0.19% [1] Capital Flow - The main funds in the Xinjiang state-owned enterprise reform sector had a net outflow of 77.52 million yuan - Retail investors contributed a net inflow of 74.03 million yuan, while speculative funds saw a net inflow of 3.49 million yuan [1]

Group 1 - The seed industry stocks experienced an initial rise, with XinSai Co., Ltd. hitting the daily limit increase [1] - Other companies such as XinNong Development, HongHui Fruits and Vegetables, PingTan Development, ShenNong Seed Industry, and DunHuang Seed Industry also saw gains [1]

Group 1 - Xinjiang Sailimu Modern Agriculture Co., Ltd. (New Sai Co.) experienced a stock price increase of 5.03%, reaching 5.01 yuan per share, with a trading volume of 106 million yuan and a turnover rate of 3.67%, resulting in a total market capitalization of 2.913 billion yuan [1] - The company, established on December 22, 1999, and listed on January 7, 2004, primarily engages in cotton acquisition, processing, and sales, as well as cotton yarn processing, coal and agricultural product logistics, calcium oxide processing, quartz stone mining, and the research and development of high-tech agricultural products [1] - The main revenue composition of New Sai Co. includes: cotton lint (87.31%), cotton protein (3.81%), cotton oil (2.63%), trade and others (2.49%), cotton seeds (1.51%), cotton short fibers (1.41%), cotton yarn (0.44%), calcium oxide (0.36%), and barren seeds (0.04%) [1] Group 2 - No relevant content available for this section [2][3]

Core Viewpoint - XinSai Co., Ltd. announced that as of the date of the announcement, the total amount of external guarantees provided by the company and its controlling subsidiaries is 3.5 billion yuan, with an actual balance of 2.00102 billion yuan, indicating a significant level of leverage compared to its net assets [2] Group 1 - The total external guarantees amount to 3.5 billion yuan, which represents 721.14% of the company's most recent audited net assets [2] - The actual balance of external guarantees stands at 2.00102 billion yuan, accounting for 412.29% of the company's most recent audited net assets [2] - The company does not have any guarantees provided to its controlling shareholders, actual controllers, or their related parties, nor does it have any overdue external guarantees [2]