金融界7月21日消息，上证指数高开高走，中证土地改革农业主题指数 (CS土改农，930634)报791.96 点。 从指数持仓来看，中证土地改革农业主题指数十大权重分别为：市北高新（9.87%）、罗牛山 （8.15%）、金隅集团（8.07%）、利欧股份（7.82%）、新洋丰（7.81%）、海南橡胶（7.72%）、大禹 节水（7.45%）、辉隆股份（7.37%）、亚盛集团（7.37%）、一拖股份（7.34%）。 从中证土地改革农业主题指数持仓的市场板块来看，深圳证券交易所占比59.62%、上海证券交易所占 比40.38%。 从中证土地改革农业主题指数持仓样本的行业来看，主要消费占比37.68%、原材料占比22.47%、工业 占比22.16%、房地产占比9.87%、通信服务占比7.82%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理 ...

Core Viewpoint - Hainan Agricultural Reclamation Group (referred to as Hainan Reclamation) showcased its innovations in the agricultural supply chain at the 3rd China International Supply Chain Promotion Expo, emphasizing the integration of technology and modern agricultural practices to enhance productivity and brand image [4][12]. Group 1: Technological Innovations - The fourth-generation intelligent rubber tapping machine demonstrated at the expo allows for precise and efficient operation, enabling simultaneous tapping of thousands of rubber trees within minutes, achieving first-class rubber tapping standards [5][6]. - Hainan Reclamation's focus on technological innovation is evident in the development and application of rubber tapping robots, which aim to enhance production capabilities and upgrade the industry chain [6][11]. Group 2: Agricultural Product Development - Hainan Reclamation presented over 170 products across four core sectors: natural rubber, southern breeding industry, marine economy, and tropical high-efficiency agriculture, showcasing a comprehensive view of modern agricultural development [6][8]. - The introduction of "Hainan Jade," a new variety of fresh corn, highlights the company's commitment to agricultural innovation and the entire industry chain from research to market [4][7]. Group 3: Brand Building and Market Expansion - The exhibition aimed to enhance Hainan Reclamation's brand image by showcasing its full agricultural supply chain, from production to market, and emphasizing its commitment to international collaboration [8][9]. - Hainan Reclamation is actively seeking partnerships to explore new development paths, leveraging its strengths in agricultural information technology and smart development [9][15]. Group 4: Global Integration and Trade - The expo serves as a platform for Hainan Reclamation to connect with global markets, with a focus on expanding its international presence through the export of products like tea and tropical fruits [14][15]. - The company is utilizing the Hainan Free Trade Port's policies to establish a "domestic base + cross-border supply chain" system, enhancing its agricultural production and processing capabilities [14][15].

关于中期票据及超短期融资券获准注册的公告 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。 海南天然橡胶产业集团股份有限公司 海南天然橡胶产业集团股份有限公司（以下简称"公司"）分别于 2024 年 12 月 30 日、2025 年 1 月 22 日召开了第六届董事会第四十一次会议以及 2025 年第一次临时股东大会，审议通过了《关于申请注册发行境内债务融资工具的议 案》，同意公司在银行间市场申请注册发行总额不超过人民币 40 亿元的债务融 资工具，中期票据期限不超过 5 年期，其中永续中期票据基础期限不超过 5 年， 可设置续期选择权，超短期融资券期限不超过 270 天。具体内容详见公司 2024 年 12 月 31 日、2025 年 1 月 23 日在上海证券交易所网站（www.sse.com.cn）披 露的相关公告。 证券代码：601118 证券简称：海南橡胶 公告编号：2025-045 1 行结果。 公司将按照《非金融企业债务融资工具发行规范指引》《非金融企业债务融 资工具注册发行规则》《非金融企业债务融资工具注册工作规 ...

Investment Rating - The report maintains a "Buy" rating for the agriculture, forestry, animal husbandry, and fishery sector [4] Core Viewpoints - Recent policy guidance has led to a rapid decline in post-slaughter weight, allowing for a rebalancing of volume and price, with positive expectations for pig prices [3] - The long-term perspective indicates that the bottom of the production capacity cycle is becoming clearer, suggesting a potential long-term profit upturn for the sector [3] - The report highlights investment opportunities in various segments, including pig farming, feed, and planting chains, as well as the pet food sector [3] Summary by Sections Pig Farming Sector - In June, 13 listed pig companies collectively slaughtered 16.2681 million pigs, a month-on-month increase of 2.65% and a year-on-year increase of 47.55% [2][13] - The average selling price of pigs decreased by approximately 3% month-on-month and about 20% year-on-year, with prices ranging from 13.23 to 15.57 yuan/kg [14][15] - The average weight of slaughtered pigs in June was 125.06 kg, down 0.77 kg from May, indicating a trend towards reducing weight [17] Market Dynamics - The national average price for live pigs was 14.81 yuan/kg as of July 11, reflecting a week-on-week decline of 3.52% [28] - The demand for pork is weakening due to high temperatures affecting consumption and rising storage costs, leading to a gradual loosening of supply-demand dynamics [28] Investment Recommendations - The report recommends focusing on leading companies such as Muyuan Foods, Wens Foodstuff, and Juxing Agriculture, as well as companies in the feed and animal health sectors like Haida Group and Ruipu Biological [3] - In the planting chain, opportunities are highlighted for companies like Suqian Agricultural Development and Beidahuang [3] Other Segments - The pet food industry is experiencing growth, with increasing recognition of domestic brands and continuous growth of leading companies [3]

Core Viewpoint - Hainan Rubber is facing significant financial challenges, with expected losses in the first half of 2025 due to low natural rubber prices and a sluggish global economy, despite some non-operating income from government compensation projects [2][4]. Group 1: Performance Summary - Hainan Rubber's stock closed at 4.91 yuan on July 11, 2025, up 2.29% from the previous week, with a market capitalization of 21.012 billion yuan, ranking 2nd in the agriculture sector and 784th in the A-share market [1]. - The company anticipates a net profit loss of 2.7 billion to 4 billion yuan (approximately 0.4 billion to 0.6 billion USD) for the first half of 2025, with a total net loss expected to be between 2 billion to 3 billion yuan [2][4]. Group 2: Dividend Announcement - Hainan Rubber announced a cash dividend of 0.0109 yuan per share, with the record date on July 14, 2025, and the payment date on July 15, 2025 [3][4]. - Different tax rates apply to various shareholder types, with individual shareholders facing a tax burden of 20%, 10%, or potentially exempt, while QFII and Hong Kong investors are subject to a 10% withholding tax [3].

Group 1 - The company expects a net profit attributable to the parent company of between -30 million and -20 million yuan for the first half of 2025 [1] - The expected net profit attributable to the parent company, excluding non-recurring gains and losses, is projected to be between -40 million and -27 million yuan for the same period [1] - The performance forecast period is from January 1, 2025, to June 30, 2025 [1] Group 2 - The company reported a total profit of -36,948.76 million yuan for the same period last year, with a net profit attributable to the parent company of -29,648.21 million yuan [2] - The net profit attributable to the parent company, excluding non-recurring gains and losses, was -28,835.74 million yuan in the previous year [2] - The earnings per share for the last year was -0.0693 yuan [2] Group 3 - The main reason for the expected loss in the current period is the low price of natural rubber, which has significantly decreased due to trade barriers and geopolitical tensions, leading to losses in the company's main business [2] - The company did realize significant non-recurring gains from government compensation for land acquisition projects during this period [2]

Group 1 - The company forecasts a net loss of approximately 200 million yuan for the current period, with a range of expected losses between 400 million yuan and 270 million yuan [1] - The previous year's total profit was a loss of 369.49 million yuan, with a net loss attributable to the parent company's owners of 296.48 million yuan [1] - The earnings per share for the previous year was reported at -0.0693 yuan [1] Group 2 - The primary reason for the expected loss is the impact of geopolitical tensions and a continued downturn in the global economic environment, leading to a significant drop in natural rubber prices [1] - The company did realize substantial non-recurring gains from government land compensation projects during the current period [1]

海南天然橡胶产业集团股份有限公司 2025 年半年度业绩预告 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： 1.预计 2025 年半年度实现归属于母公司所有者的净利润-30,000 万元到 -20,000 万元。 2.预计 2025 年半年度归属于母公司所有者的扣除非经常性损益的净利润 -40,000 万元至-27,000 万元。 一、本期业绩预告情况 （一）业绩预告期间 证券代码：601118 证券简称：海南橡胶 公告编号：2025-044 三、本期业绩预亏的主要原因 （一）主营业务影响 2025 年上半年，天然橡胶价格仍处于较低水平，同时受关税等贸易壁垒扩大、 2025 年 1 月 1 日至 2025 年 6 月 30 日。 （二）业绩预告情况 1.预计 2025 年半年度实现归属于母公司所有者的净利润-30,000 万元到 -20,000 万元。 2.预计 2025 年半年度归属于母公司所有者的扣除非经常性损益的净利润 -40,000 万元至-27,000 万元。 （三）本次预告的业绩未经注册会计师审计 ...

Group 1 - The company Hainan Rubber (601118) expects to achieve a net profit attributable to the parent company of between -300 million to -200 million yuan for the first half of 2025 [1] - The company anticipates a net profit attributable to the parent company, after deducting non-recurring gains and losses, to be between -400 million to -270 million yuan for the first half of 2025 [1]

Core Points - The company announced a cash dividend of 0.0109 CNY per share, totaling approximately 46.65 million CNY to be distributed to shareholders [1][2] - The dividend distribution plan was approved at the annual general meeting held on May 20, 2025 [1] - The record date for the dividend is set for July 14, 2025, with the last trading day and ex-dividend date on July 15, 2025 [2] Dividend Distribution Details - The total number of shares before the dividend distribution is 4,279,427,797 [2] - The cash dividend will be distributed through both entrusted and self-distribution methods [2] - Individual shareholders holding shares for one month or less will incur a 20% tax on the dividend, while those holding for more than one month up to one year will incur a 10% tax [3] - For foreign institutional investors (QFII), a 10% withholding tax will apply, resulting in a net dividend of 0.00981 CNY per share [3][5]