Group 1 - The company He Feng Co., Ltd. announced that as of November 30, 2025, the total external guarantees provided by the company and its subsidiaries amount to approximately 2.265 billion yuan, which represents 33.83% of the audited net assets as of December 31, 2024 [1] - The breakdown of guarantees includes approximately 1.593 billion yuan for guarantees to subsidiaries, accounting for 23.79% of the audited net assets; approximately 486 million yuan for guarantees to subsidiaries of subsidiaries, accounting for 7.26%; and approximately 186 million yuan for guarantees to joint ventures and farmers, accounting for 2.78% [1] - For the year 2024, the revenue composition of He Feng Co., Ltd. is as follows: grain and feed processing accounts for 38.44%, poultry industry accounts for 34.84%, raw material trading accounts for 15.36%, pig industry accounts for 10.19%, and related industries account for 1.02% [1] Group 2 - The market capitalization of He Feng Co., Ltd. is currently 6.7 billion yuan [2]

Core Viewpoint - As of December 4, a total of 128 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Significant Net Buying - The stock with the longest consecutive net buying days is Aucma, which has seen net buying for 18 consecutive trading days [1] - Other notable stocks with significant net buying days include Source Pet, Hangxiao Steel Structure, Juhe Shun, Longxing Technology, Yuanda Environmental Protection, Beiba Media, Samsung Medical, and Hefeng Co., Ltd. [1]

证券日报网讯12月3日晚间，禾丰股份（603609）发布公告称，截至2025年12月3日，王凤久先生通过大 宗交易方式减持公司股份11，990，000股，占公司总股本的1.3140%；邵彩梅女士通过集中竞价方式减 持公司股份8，000，000股，占公司总股本的0.8767%，本次减持计划已实施完毕。 ...

Core Viewpoint - As of December 3, a total of 113 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Significant Net Buying - The stock with the longest consecutive net buying days is Aucma, which has seen net buying for 17 consecutive trading days [1] - Other notable stocks with significant net buying days include Sourcefly Pet, Hangxiao Steel Structure, New Natural Gas, Jindi Group, Juhe Shun, Guoguang Electric, Longxing Technology, and Hefeng Co., Ltd. [1]

证券代码：603609 证券简称：禾丰股份 公告编号：2025-122 债券代码：113647 债券简称：禾丰转债 禾丰食品股份有限公司股东减持股份结果公告 本公司董事会、全体董事及相关股东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： ● 大股东持股的基本情况 本次减持计划实施前，禾丰食品股份有限公司（以下简称"公司"）股东、原监事会主席王凤久先生持有 公司股票47,964,602股，占公司总股本的5.26%，公司股东、董事邵彩梅女士持有公司股票49,773,878 股，占公司总股本的5.45%。 ● 减持计划的实施结果情况 公司于2025年8月20日披露了《禾丰股份股东减持股份计划公告》（公告编号：2025-083），王凤久先 生计划通过大宗交易方式减持公司股份不超过11,990,000股，即不超过公司总股本的1.3140%，不超过 其持有公司股份总数的25%；邵彩梅女士计划通过集中竞价交易方式减持公司股份不超过8,000,000股， 即不超过公司总股本的0.8767%，不超过其持有公司股份总数的25%。减持期间为自2025年9 ...

大股东持股的基本情况 本次减持计划实施前，禾丰食品股份有限公司（以下简称"公司"）股东、 原监事会主席王凤久先生持有公司股票 47,964,602 股，占公司总股本的 5.26%， 公司股东、董事邵彩梅女士持有公司股票 49,773,878 股，占公司总股本的 5.45%。 | 证券代码：603609 | 证券简称：禾丰股份 | 公告编号：2025-122 | | --- | --- | --- | | 债券代码：113647 | 债券简称：禾丰转债 | | 禾丰食品股份有限公司 股东减持股份结果公告 本公司董事会、全体董事及相关股东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： 减持计划的实施结果情况 公司于 2025 年 8 月 20 日披露了《禾丰股份股东减持股份计划公告》（公告 编号：2025-083），王凤久先生计划通过大宗交易方式减持公司股份不超过 11,990,000 股，即不超过公司总股本的 1.3140%，不超过其持有公司股份总数的 25%；邵彩梅女士计划通过集中竞价交易方式减持公司股份不超过 8,000,000 ...

南财智讯12月3日电，禾丰股份公告，公司股东王凤久和邵彩梅本次减持计划已实施完毕。截至2025年 12月3日，王凤久通过大宗交易方式减持公司股份11,990,000股，占公司总股本的1.3140%；邵彩梅通过 集中竞价方式减持公司股份8,000,000股，占公司总股本的0.8767%。两位股东合计减持比例为 2.1907%，已四舍五入保留两位小数。本次实际减持情况与此前披露的减持计划一致，减持计划已按期 完成。 ...

格隆汇12月3日丨禾丰股份(603609.SH)公布，截至2025年12月3日，王凤久先生通过大宗交易方式减持 公司股份1199万股，占公司总股本的1.3140%；邵彩梅女士通过集中竞价方式减持公司股份800万股， 占公司总股本的0.8767%。王凤久先生和邵彩梅女士本次减持计划已实施完毕。 ...

Investment Rating - The industry investment rating is "Maintain Increase" [4] Core Views - The trend of pig reduction continues, suggesting a strategic opportunity for participation in the sector [15][16] - The price of lean meat pigs as of November 28, 2025, is 11.09 CNY/kg, down 9.1% from the previous month, indicating ongoing industry losses [15][18] - The average profit for self-breeding pigs is -147.99 CNY/head, a decrease of 58.66 CNY/head from the previous month, while the profit for purchased piglets is -248.82 CNY/head, down 69.1 CNY/head [15][23] - The number of breeding sows has decreased to 39.9 million, and further production capacity reduction is expected due to policy and low prices [15][16] - The mushroom sector shows a sustained price rebound for enoki mushrooms, with strong performance expected from key companies [16] - The seed industry is seeing a clear trend of variety replacement, with transgenic varieties entering commercial sales, indicating potential growth for related companies [16] - In poultry farming, seasonal price elasticity opportunities are noted for yellow feathered chickens, while white feathered chickens are affected by avian influenza in Europe [17] Summary by Sections Pig Farming - The lean meat pig price is 11.09 CNY/kg, down 9.1% from last month [18] - The average wholesale price of pork is 17.83 CNY/kg, down 1.1% [18] - The profit for self-breeding pigs is -147.99 CNY/head, a decrease of 58.66 CNY/head [23] - The profit for purchased piglets is -248.82 CNY/head, down 69.1 CNY/head [23] Mushroom Sector - Enoki mushroom prices remain strong, confirming a sustained price rebound [16] - The release period for Cordyceps sinensis as a key new product is approaching, with strong performance expected [16] Seed Industry - A clear trend of variety replacement in corn is noted, with transgenic varieties entering commercial sales [16] - Companies like Kangnong Seed Industry and Longping High-Tech are highlighted for potential growth [16] Poultry Farming - The price of meat chicken chicks is 3.47 CNY/chick, down 3.1% from last month [28] - The average price of white feathered chickens is 7.19 CNY/kg, up 1.4% [32] - The average price of chicken products is 8.95 CNY/kg, up 0.6% [32] Agricultural Products - Domestic corn prices increased to 2329.8 CNY/ton, up 4.0% [44] - Domestic wheat prices rose to 2507.28 CNY/ton, up 0.7% [46] - Domestic soybean prices increased to 4014.74 CNY/ton, up 0.4% [57]

Market Overview - The oil service engineering sector saw a slight increase of 0.07% on November 27, with Renji Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3875.26, up 0.29%, while the Shenzhen Component Index closed at 12875.19, down 0.25% [1] Stock Performance - Renji Co., Ltd. (002629) closed at 8.33, up 5.04% with a trading volume of 242,300 shares [1] - Other notable stocks included: - CNOOC Development (600968) at 3.73, up 0.54% [1] - Zhongman Petroleum (603609) at 23.27, up 0.52% [1] - China Oil Engineering (600339) at 3.35, up 0.30% [1] - The overall trading volume and turnover for the oil service engineering sector were significant, with various stocks showing mixed performance [1][2] Capital Flow - The oil service engineering sector experienced a net outflow of 3.09 million yuan from institutional investors, while retail investors saw a net inflow of 30.19 million yuan [2] - The detailed capital flow for specific stocks indicated varying trends, with some stocks experiencing significant outflows from institutional and speculative investors [3] Individual Stock Capital Flow - Major stocks and their capital flow included: - CNOOC Engineering (600583) with a net inflow of 21.34 million yuan from institutional investors [3] - Zhongman Petroleum (603619) with a net inflow of 18.28 million yuan [3] - However, stocks like Huibo Energy (002554) and PetroChina Oilfield Services (600871) faced notable net outflows [3]