证券代码：603363 证券简称：傲农生物 公告编号：2025-116 福建傲农生物科技集团股份有限公司 关于部分限售股上市流通的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： | 序号 | 投资人证券账户名称 | 持股数量（股） | 锁定期 | | --- | --- | --- | --- | | 1 | 泉州市傲发同心股权投资管理合伙企业 | 200,000,000 | 个月 36 | | | （有限合伙） | | | | 2 | 湖北省粮食有限公司 | 70,000,000 | 个月 36 | | 3 | 厦门谷味德食品有限公司 | 75,000,000 | 36 个月 | | 4 | 共青城民汇投资合伙企业（有限合伙） | 50,000,000 | 36 个月 | | 5 | 晋江苏兹诺贸易有限责任公司（原名"晋 | 5,000,000 | 个月 36 | | | 江永初贸易有限公司"） | | | | 6 | 中国对外经济贸易信托有限公司－外贸 | 65,000,000 | 个月 12 | ...

一、关于本次限售股上市流通事项 国泰海通证券股份有限公司 关于福建傲农生物科技集团股份有限公司 部分限售股上市流通的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"、"财务顾问"）作为福 建傲农生物科技集团股份有限公司（以下简称"傲农生物"、"公司"）破产重整 业务聘请的财务顾问，根据《中华人民共和国公司法》《中华人民共和国证券法》 《上海证券交易所上市公司自律监管指引第 13 号——破产重整等事项》等有关 法律法规和规范性文件要求，对傲农生物重整投资人受让资本公积转增的部分限 售股份将上市流通事项进行了核查，具体情况如下： （一）本次限售股上市类型 傲农生物本次上市流通的限售股类型为财务投资人在公司重整中取得的转 增股份。 2024 年 11 月 5 日，福建省漳州市中级人民法院（以下简称"漳州中院"或 "法院"）裁定受理债权人对公司的重整申请，并指定上海市锦天城律师事务所 担任公司管理人（以下简称"管理人"），具体内容详见公司于 2024 年 11 月 6 日 披露的《关于法院裁定受理公司重整及指定管理人暨公司股票被叠加实施退市风 险警示的公告》（公告编号：2024-193）。 2024 年 12 ...

每经AI快讯，12月23日，傲农生物公告，本次上市流通的限售股总数为4.47亿股，上市流通日期为2025 年12月29日。本次解禁股份涉及13名股东，均为公司重整过程中财务投资人取得的转增股份，锁定期为 12个月，相关股东均严格履行了股份锁定承诺。本次解禁后，公司有限售条件的流通股减少4.47亿股， 无限售条件的流通股相应增加，股份总数不变。 ...

证券之星消息，12月22日饲料板块较上一交易日下跌0.19%，傲农生物领跌。当日上证指数报收于 3917.36，上涨0.69%。深证成指报收于13332.73，上涨1.47%。饲料板块个股涨跌见下表： 从资金流向上来看，当日饲料板块主力资金净流出5613.74万元，游资资金净流入1428.25万元，散户资 金净流入4185.48万元。饲料板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

证券之星消息，12月18日饲料板块较上一交易日下跌0.26%，傲农生物领跌。当日上证指数报收于 3876.37，上涨0.16%。深证成指报收于13053.98，下跌1.29%。饲料板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日饲料板块主力资金净流出3123.38万元，游资资金净流入2819.61万元，散户资金 净流入303.77万元。饲料板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002548 | 金新农 | 2286.01万 | 9.72% | 749.53万 | 3.19% | -3035.54万 | -12.91% | | 920419 | 路斯股份 | 869.31万 | 12.59% | 243.64万 | 3.53% | -265.13万 | -3.84 ...

猪肉板块高开，大禹生物、傲农生物涨超9%，东瑞股份、得利斯、正虹科技跟涨。 ...

2025 年 12 月 1 福建傲农生物科技集团股份有限公司 2025 年第四次临时股东会会议资料 目 录 福建傲农生物科技集团股份有限公司 2025 年第四次临时股东会会议资料 证券代码：603363 证券简称：傲农生物 福建傲农生物科技集团股份有限公司 2025 年第四次临时股东会 会议资料 福建傲农生物科技集团股份有限公司 2025 年第四次临时股东会会议资料 福建傲农生物科技集团股份有限公司 2025 年第四次临时股东会会议须知 各位股东及股东代表： 为了维护广大投资者的合法权益，确保福建傲农生物科技集团股份有限公司 （以下简称"公司"）2025 年第四次临时股东会顺利召开，根据《公司法》、《公 司章程》及公司《股东会议事规则》等有关规定，制定本须知，请出席股东会的 全体人员自觉遵守。 1、本次股东会设会务组，由公司证券部负责会议的程序安排和会务工作。 2、请出席股东会的股东或股东代理人（以下统称"股东"）务必携带相关证 明材料原件（身份证、授权委托书、证券账户卡、法定代表人资格有效证明、加 盖公章的法人股东营业执照复印件等）于 2025 年 12 月 26 日下午 13:30-14:00 准时到达会 ...

Group 1: Report's Core View - In 2025, the overall commodity market showed a high - opening and low - closing trend. Agricultural products were less affected by macro - liquidity but pressured by cyclical factors. The downstream of the breeding industry chain led the decline, and pig prices hit a new low in Q3 2025. The industry focused on cost - reduction and efficiency - improvement, with no significant increase in absolute production capacity, but the production efficiency of sows improved [2]. - Looking ahead to H1 2026, it's difficult for feed costs to continue to decline. As the de - stocking of pig production capacity deepens, pig prices are expected to rise. It is recommended to buy contracts after 2607 below the breeding cost or go long on market volatility in Q2 [3]. Group 2: Industry Investment Rating - There is no information about the industry investment rating in the report. Group 3: Summary by Directory Part 1: Review of 2025 Pig Futures and Spot Prices 1. Review of Pig Futures and Spot Price Quotes - In 2025, domestic policies increased liquidity, but the economy still faced pressure. Commodity prices were polarized, and agricultural products generally fell. The downstream of the feed - breeding industry chain was under pressure due to over - capacity and weak demand [11]. 2. Summary of Characteristics of Typical Pig Cycle Bottoms in the Past - Different pig cycles had different bottom characteristics in terms of time, pig and piglet prices, sow inventory, and reasons for the bottom, such as diseases, trade issues, and policy impacts [47]. 3. Pig Futures Trading Volume and Open Interest - There is no specific content about pig futures trading volume and open interest in the given text. Part 2: Supply - Demand Fundamentals of Pigs 1. Supply Side - The industry's absolute production capacity did not increase significantly, but the average PSY of sows increased from 24 to over 26, with some leading enterprises approaching 29. The growth of sow inventory was limited [2]. 2. Demand Side - In 2025, consumer confidence was low, and food consumption was at a low level. The slaughter volume of large - scale pig slaughtering enterprises increased year - on - year, but the profit and capacity utilization rate of slaughtering enterprises were relatively low [78]. 3. Pork Supply - Demand Balance Sheet and Related Meat Production - From 2010 to 2025E, the pork supply - demand balance sheet showed changes in production, imports, supply, and demand. In 2025E, production was 5230000 tons, imports were 80000 tons, and the supply - demand difference was 168000 tons [95]. 4. Pig Breeding Profit and Cost - The average breeding cost of group enterprises decreased. The profit of pig breeding showed seasonal and annual fluctuations, with significant differences between self - breeding and self - raising and purchasing piglets for fattening [101][108][109]. 5. Seasonal Characteristics of Pig Prices - Pig prices showed certain seasonal patterns, with different monthly price changes in different years [112]. Part 3: Technical Analysis of Pig Futures and Option Strategies 1. Technical Analysis of Pig Futures - There is no specific content about the technical analysis of pig futures in the given text. 2. Pig Options - There is no specific content about pig options in the given text. Part 4: Outlook for the 2026 Pig Market - In 2026, it's difficult for feed costs to decline further. As the de - stocking of production capacity deepens, pig prices are expected to gradually recover from the bottom [3]. Appendix: Performance of Stock Prices of Related Listed Pig Companies - As of certain dates, different listed pig companies had different stock price performances and annual cumulative price change rates [124].

Core Insights - The pig industry is entering its peak season, but the market has not yet emerged from a "cold winter" with significant losses continuing despite increased sales volume [1][4] - Major listed pig companies have reported a general increase in slaughter volume, with some companies achieving their annual targets ahead of schedule, yet the average sales price has dropped nearly 30% year-on-year [1][4] Company Performance - Major listed pig companies have collectively slaughtered over 150 million pigs from January to November 2025, with companies like Wens Foodstuff and Zhengbang Technology completing their annual targets early [1][4] - In November, Muyuan Foods sold 6.602 million pigs, a year-on-year increase of 11.8%, while Wens Foodstuff reached a new high with 4.3535 million pigs sold, marking a 49.71% year-on-year increase [6][3] - Zhengbang Technology and Aonong Biological showed significant growth, with Zhengbang selling 868,300 pigs in November, up 63.04% year-on-year, and Aonong selling 160,000 pigs, up 72.21% year-on-year [3][6] Pricing Trends - Despite increased sales volume, the low pig prices have negatively impacted revenue for listed companies, with Muyuan's average sales price at 11.56 yuan/kg, down 28.73% year-on-year, and Wens' price at 11.71 yuan/kg, down 29.92% [3][6] - The price drop has led to a more significant decline in revenue for companies like Tangrenshen, which saw a 34.16% year-on-year decrease in sales revenue despite a 7.78% drop in sales volume [3][6] Market Dynamics - The long-term low performance of the pig market is attributed to an imbalance in supply and demand, with a high absolute number of breeding sows still present despite adjustments [4][7] - Experts indicate that while the pig market is expected to enter its peak consumption season, the overall price trend is likely to remain weak due to continued supply pressure from a high number of new piglets born earlier in the year [4][7]

证券代码：603363 证券简称：傲农生物 公告编号：2025-115 福建傲农生物科技集团股份有限公司 关于公司全资子公司履行担保代偿债务的公告 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。 重要内容提示： 福建傲农生物科技集团股份有限公司（以下简称"公司"）全资子公司 吉安市傲农现代农业科技有限公司（以下简称"吉安现代"）为永新县傲翔生态 农业科技有限公司（以下简称"永新傲翔"）提供连带责任保证担保，因永新傲 翔无力偿还，吉安现代已于 2025 年 12 月 10 日为其代偿欠款本金 600 万元。 截至本公告披露日，吉安现代作为担保人，对永新傲翔与永新县仓泰养 殖有限公司（以下简称"永新仓泰"）的担保责任已全部履行完毕，合计代偿金 额 1,052.06 万元，超过公司 2024 年末根据预计可能的损失金额计提的预计负债 金额 1,050.00 万元的部分将会对公司 2025 年度相关数据产生影响，具体数据以 公司经审计的财务报表数据为准。 公司将密切关注相关进展情况，及时履行信息披露义务。敬请广大投资 者理性投资，注意 ...