Core Viewpoint - The pork stocks experienced a significant decline in the afternoon trading session, with several companies facing notable drops in their stock prices [1] Company Summary - Bangji Technology saw a sharp decline, dropping over 7% [1] - Aonong Biological and Tiankang Biological both fell by more than 4% [1] - Zhenghong Technology and Xinwufeng also followed the downward trend [1]

Core Viewpoint - New Wufeng's stock price has shown fluctuations, with a recent decline, while the company has reported significant revenue and profit growth year-on-year [1][2]. Company Overview - New Wufeng, established on June 26, 2001, and listed on June 9, 2004, is located in Changsha, Hunan Province. The company primarily engages in pig farming, meat sales, and feed processing [2]. - The revenue composition of New Wufeng includes: 84.21% from pig sales, 7.39% from slaughtering and refrigeration, 4.31% from fresh meat, 1.78% from trade and others, 1.60% from frozen meat, and 0.71% from feed [2]. Stock Performance - Year-to-date, New Wufeng's stock price has increased by 6.77%, with a recent 5-day decline of 2.36%, a 20-day increase of 2.32%, and a 60-day increase of 9.78% [2]. - As of September 18, the stock price was reported at 6.62 CNY per share, with a market capitalization of 8.35 billion CNY [1]. Financial Performance - For the period from January to June 2025, New Wufeng achieved a revenue of 3.688 billion CNY, representing a year-on-year growth of 14.08%. The net profit attributable to shareholders was 45.234 million CNY, marking a significant increase of 118.32% [2]. Shareholder Information - As of June 30, 2025, the number of shareholders was 76,100, a decrease of 2.13% from the previous period. The average number of circulating shares per person increased by 2.17% to 13,354 shares [2]. - The top ten circulating shareholders include various ETFs, with notable changes in holdings among them [3].

证券代码：600975 证券简称：新五丰 公告编号：2025-046 湖南新五丰股份有限公司关于控股子公司股权转让进展 暨签署《产权交易合同》的公告 上述股权转让取得实质进展，2025 年 9 月 15 日，分别持有公司控股子公司衡阳怡农生态农 牧发展有限公司 24%、16%股权的股东刘爱国、柳定波与公司签署了《产权交易合同》，主要内容 如下： 转让方（以下简称甲方）：湖南新五丰股份有限公司 受让方（以下简称乙方一）：刘爱国 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、交易概述 2022 年 7 月 15 日，湖南新五丰股份有限公司（以下简称"公司"）召开了公司第五届董事 会第三十一会议，审议通过了《关于公开挂牌出售公司控股子公司衡阳怡农生态农牧发展有限公 司 60%股权的议案》，同日在上海证券交易所网站 www.sse.com.cn 上发布了《公司关于公开挂牌 出售公司所持控股子公司衡阳怡农生态农牧发展有限公司 60%股权的公告》，公告编号：2022-054。 2022 年 8 月 18 日，公司在上海证券交易所网站 ...

Core Viewpoint - New Wufeng's stock price has shown significant growth this year, with a notable increase in revenue and net profit, indicating a positive trend in the company's performance and market position [2][3]. Company Overview - New Wufeng, established on June 26, 2001, and listed on June 9, 2004, is located in Changsha, Hunan Province. The company primarily engages in pig farming, meat sales, and feed processing [2]. - The revenue composition of New Wufeng includes: 84.21% from pig sales, 7.39% from slaughtering and refrigeration, 4.31% from fresh meat, 1.78% from trade and others, 1.60% from frozen meat, and 0.71% from feed [2]. Stock Performance - As of September 15, New Wufeng's stock price increased by 12.10% year-to-date, with recent gains of 6.27% over the last five trading days, 8.93% over the last 20 days, and 16.03% over the last 60 days [2]. - On September 15, the stock price reached 6.95 CNY per share, with a trading volume of 2.23 billion CNY and a turnover rate of 3.21%, resulting in a total market capitalization of 87.66 billion CNY [1]. Financial Performance - For the first half of 2025, New Wufeng reported a revenue of 3.688 billion CNY, reflecting a year-on-year growth of 14.08%. The net profit attributable to shareholders was 45.234 million CNY, marking a substantial increase of 118.32% [2]. Shareholder Information - As of June 30, 2025, New Wufeng had 76,100 shareholders, a decrease of 2.13% from the previous period, with an average of 13,354 circulating shares per shareholder, an increase of 2.17% [2]. - The top ten circulating shareholders include various ETFs and investment funds, with notable changes in holdings among major shareholders [3].

Core Insights - Hunan New Wufeng Co., Ltd. is a leading modern pig farming enterprise in Hunan, focusing on county-level development and establishing a localized full industry chain from feed to slaughter [1][2] Group 1: Government and Enterprise Collaboration - The company has actively engaged in strategic partnerships with local governments, exemplified by the cooperation with Huaihua County to enhance pig farming capabilities [2] - The partnership has evolved from single farming to a comprehensive industry upgrade, including the establishment of a national-level core breeding base [2] Group 2: Innovative Business Model - New Wufeng has introduced a "light asset leasing" model, where over 90% of farms are leased, significantly reducing capital expenditure and operational risks [2] - For instance, the company saves approximately 90 million yuan annually by leasing instead of building new farms, allowing for more efficient resource allocation [2] Group 3: Rural Development and Farmer Empowerment - The company has established partnerships with over 400 farmers, leading to a stock size exceeding 830,000 pigs and generating over 400 million yuan in annual income for farmers [2] - The collaboration has resulted in the creation of new job opportunities and the development of skilled farmers, contributing to local economic growth [2]

Core Viewpoint - Hunan Xinwufeng Co., Ltd. is a leading modern pig farming enterprise in Hunan, focusing on county-level development and establishing a comprehensive local industrial chain from feed to slaughter [1][2]. Group 1: County Industry Development - The company has implemented a "dual-wheel drive" model in cooperation with local governments to enhance the pig farming industry in remote counties, providing platforms and resources for development [1][2]. - A strategic cooperation memorandum was signed in November 2019, marking the beginning of intensive collaboration in the pig industry in Huitong County, which lacked funding and technology [1][2]. Group 2: Economic Impact and Employment - The rapid expansion of pig farming and related businesses in Huitong County has significantly increased local pig production capacity and created job opportunities, injecting vitality into the county's economy [2][3]. - The establishment of a feed factory in Huitong County, with an investment of 78.86 million yuan and an annual production capacity of 180,000 tons, has generated approximately 387 million yuan in revenue since its operation [3]. Group 3: Innovative Business Models - The company has adopted a "light asset leasing" model, where over 90% of farms are leased, allowing for reduced costs and increased investment in core production areas [4]. - This leasing model provides stable income for local governments and farmers, directly supporting local pig production and creating over 80 jobs [4]. Group 4: Farmer Empowerment - Xinwufeng has established partnerships with over 400 farmers, with a stock scale exceeding 830,000 pigs, generating over 400 million yuan in annual income for farmers through a comprehensive support system [6]. - The company provides a "one-stop" service for farmers, covering all necessary resources and offering hands-on training in pig farming techniques [6]. Group 5: Contribution to Rural Revitalization - The company's initiatives have led to tangible economic benefits for individual farmers and village collectives, contributing to rural revitalization and the development of new agricultural professionals [7].

机构持仓方面，截止2025年6月30日，新五丰十大流通股东中，国泰中证畜牧养殖ETF（159865）位居 第五大流通股东，持股1077.20万股，相比上期增加43.83万股。南方中证1000ETF（512100）位居第六 大流通股东，持股701.49万股，为新进股东。银华农业产业股票发起式A（005106）位居第七大流通股 东，持股680.24万股，相比上期减少55.17万股。香港中央结算有限公司位居第九大流通股东，持股 579.16万股，相比上期减少1717.00股。嘉实农业产业股票A（003634）退出十大流通股东之列。 新五丰所属申万行业为：农林牧渔-养殖业-生猪养殖。所属概念板块包括：猪肉概念、小盘、湖南国 资、冷链物流、国资改革等。 截至6月30日，新五丰股东户数7.61万，较上期减少2.13%；人均流通股13354股，较上期增加2.17%。 2025年1月-6月，新五丰实现营业收入36.88亿元，同比增长14.08%；归母净利润4523.44万元，同比增长 118.32%。 分红方面，新五丰A股上市后累计派现3.11亿元。近三年，累计派现0.00元。 9月12日，新五丰盘中上涨2.06%，截至10 ...

湖南新五丰股份有限公司 证券代码：600975 证券简称：新五丰 公告编号：2025-045 湖南新五丰股份有限公司董事会 2025年9月12日 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站（https://rs.p5w.net），或关注微信 公众号：全景财经，或下载全景路演APP，参与本次互动交流，活动时间为2025年9月19日（星期五） 下午14:00-17:00。 届时公司高管将通过网络文字交流形式就公司经营状况、发展战略等投资者关心的问题，与投资者进行 沟通与交流，欢迎广大投资者踊跃参与。 特此公告。 关于参加2025年湖南辖区上市公司投资者网上集体接待日暨半年度业绩说明会活动的公告 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。 为进一步加强与投资者的互动交流，湖南新五丰股份有限公司（以下简称"公司"）将参加由湖南证监 局、湖南省上市公司协会与深圳市全景网络有限公司联合举办的"资本聚三湘 楚光耀新程一一2025年湖 南辖区上市公司投资者网上集体接待日暨半年度业绩说明会"活动，现将相关事项公告如下： ...

证券代码：600975 证券简称：新五丰 公告编号：2025-045 湖南新五丰股份有限公司 湖南新五丰股份有限公司董事会 2025 年 9 月 12 日 为进一步加强与投资者的互动交流，湖南新五丰股份有限公司（以下简称 "公司"）将参加由湖南证监局、湖南省上市公司协会与深圳市全景网络有限 公司联合举办的"资本聚三湘 楚光耀新程——2025 年湖南辖区上市公司投资 者网上集体接待日暨半年度业绩说明会"活动，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP，参与本次互动交流，活动时间为 2025 年 9 月 19 日（星期五）下午 14:00-17:00。 届时公司高管将通过网络文字交流形式就公司经营状况、发展战略等投资 者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与。 特此公告。 关于参加 2025 年湖南辖区上市公司投资者 网上集体接待日暨半年度业绩说明会活动的公告 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 ...

Market Overview - On September 10, the aquaculture sector rose by 0.06% compared to the previous trading day, with Dongrui Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Stock Performance - Key stocks in the aquaculture sector showed varied performance, with Dongrui Co., Ltd. closing at 16.75, up 2.82%, and a trading volume of 51,600 lots, amounting to 84.83 million yuan [1] - Other notable performers included Luoniushan Co., Ltd. at 6.38, up 1.92%, and Fucheng Co., Ltd. at 5.24, up 1.35% [1] Capital Flow - The aquaculture sector experienced a net outflow of 92.32 million yuan from institutional investors, while retail investors saw a net inflow of 270 million yuan [2] - The overall capital flow indicates a shift in investor sentiment, with retail investors increasing their positions despite institutional selling [2] Individual Stock Capital Flow - Luoniushan Co., Ltd. had a net inflow of 21.54 million yuan from institutional investors, while it faced a net outflow of 9.92 million yuan from speculative funds [3] - Other stocks like Juxing Agriculture and Livestock Co. also saw similar trends, with net inflows from retail investors despite overall net outflows from institutional and speculative funds [3]