Group 1 - The pork concept sector rose by 2.86%, ranking 9th among concept sectors, with 32 stocks increasing in value, led by Dayu Biotechnology, Bangji Technology, and Shennong Group, which rose by 10.33%, 7.77%, and 7.69% respectively [1] - The pork concept sector saw a net inflow of 468 million yuan from main funds, with 24 stocks receiving net inflows, and 7 stocks attracting over 30 million yuan each, with Muyuan Foods leading at 73.31 million yuan [2][3] - The top three stocks by net inflow ratio in the pork concept sector were Dongrui Co., Shennong Group, and Zhenghong Technology, with net inflow ratios of 16.20%, 12.91%, and 12.04% respectively [3][4] Group 2 - The top stocks in the pork concept sector by net inflow included Muyuan Foods, New Hope, Shennong Group, and Tangrenshen, with net inflows of 73.31 million yuan, 66.12 million yuan, 58.22 million yuan, and 56.30 million yuan respectively [2][3] - The trading performance of stocks in the pork concept sector showed varying turnover rates, with Dongrui Co. at 2.62%, Shennong Group at 2.50%, and Tangrenshen at 8.17% [3][4] - The overall market performance indicated a positive trend in the pork sector, contributing to the sector's growth amidst fluctuations in other sectors [1][2]

A股猪肉股异动拉升，邦基科技涨停，大禹生物、神农集团涨超7%，正虹科技、巨星农牧纷纷拉升。 ...

Investment Rating - Investment rating for the agriculture, forestry, animal husbandry, and fishery industry is "Positive" (maintained) [1] Core Viewpoints - The industry is experiencing a supply contraction due to overselling of live pigs since June, leading to a potential increase in pig prices in Q3 2025. The average selling price of live pigs in June 2025 was 14.28 yuan/kg, down 2.28% month-on-month and down 21.99% year-on-year [4][15] - The supply-demand dynamics are improving, with the gross white price difference strengthening month-on-month. As of July 17, 2025, the gross white price difference was 4.71 yuan/kg, an increase of 0.45 yuan/kg compared to June, although lower than the same period in 2024 [5][27] - The industry is entering a critical supply contraction phase, with expectations for the price center of live pigs to rise monthly [4][15] Summary by Sections Industry Overview - Since June, the overselling of live pigs has intensified, leading to a supply contraction. The average price of live pigs in June 2025 was 14.28 yuan/kg, reflecting a month-on-month decrease of 2.28% and a year-on-year decrease of 21.99% [4][15] - The monitoring sample indicated a slaughter volume of 4.3168 million heads in June 2025, down 6.20% month-on-month but up 12.22% year-on-year [4][15] Supply and Demand Dynamics - The gross white price difference has improved, indicating a stronger supply-demand balance. The national frozen product storage rate was 16.85%, down 0.03 percentage points year-on-year [5][27] - The industry is currently in a supply contraction phase, with expectations for the price center of live pigs to rise gradually [4][15] Company Performance - As of July 10, 2025, 12 listed pig farming companies reported a total of 16.1481 million heads sold in June, a year-on-year increase of 45.98% [6][34] - The average selling prices for major listed pig companies decreased month-on-month, with specific companies reporting the following prices: Muyuan Foods at 14.08 yuan/kg, Wens Foodstuff Group at 14.39 yuan/kg, and New Hope Liuhe at 14.18 yuan/kg [7][41]

Group 1 - Pork stocks experienced a significant upward trend, with Bangji Technology (603151) hitting the daily limit increase [1] - Shennong Group (605296) rose over 6%, indicating strong market interest [1] - Juxing Agriculture (603477) and Luoniushan (000735) both increased by more than 4%, reflecting positive sentiment in the sector [1] - Zhenghong Technology (000702) and Wens Foodstuff Group (300498) also saw gains, contributing to the overall bullish trend in pork-related stocks [1]

Group 1 - The A-share pork sector continues to rise, with Bangji Technology increasing by over 8% [1] - Other companies such as Shennong Group, Juxing Agriculture, Luoniushan, Dongrui Shares, Zhenghong Technology, and Wens Foodstuff also experienced gains [1]

| 截至本公告日上市公司及其控股 | 67,514.58 | | --- | --- | | 子公司对外担保总额（万元） | | | 对外担保总额占上市公司最近一 期经审计净资产的比例（%） | 13.97 | | 100% 特别风险提示 | □对外担保总额超过最近一期经审计净资产 | | | □担保金额超过上市公司最近一期经审计净 | | 资产 | 50% | | | □对合并报表外单位担保金额达到或超过最 | | | 近一期经审计净资产 30%的情况下 | | | 对资产负债率超过 70%的单位提供担保 | 一、担保情况概述 证券代码：605296 证券简称：神农集团 公告编号：2025-086 云南神农农业产业集团股份有限公司 2025 年 6 月对外担保情况的公告 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： | | 被担保人名称 | 云南神农陆良猪业有限公司、云南 | | | | --- | --- | --- | --- | --- | | | | 神农动物营养科技有限公司、广西 | | | | ...

Investment Ratings - The report provides investment ratings for several companies in the agriculture sector, with "Buy-A" for Haida Group (002311.SZ), "Buy-B" for Shennong Development (002299.SZ) and Wens Foodstuff Group (300498.SZ), and "Hold-A" for Guai Bao Pet (301498.SZ) and Zhongchong Co., Ltd. (002891.SZ) [2] Core Insights - The agriculture sector has shown resilience, with the agricultural index outperforming the broader market, indicating potential investment opportunities [3][4] - The report highlights the cyclical nature of the pig farming industry, emphasizing that the current downturn may not necessarily lead to prolonged losses due to potential recovery in raw material costs and macro demand in 2025 [5][6] - Haida Group is identified as a key investment opportunity due to its strong fundamentals and potential growth in overseas feed business [4][5] Industry Performance - The agriculture sector's performance for the week of July 7-13 shows a 1.09% increase, with top-performing sub-industries including fruit and vegetable processing, meat chicken farming, and feed production [3][22] - The average price of live pigs in key provinces has decreased, with prices in Sichuan, Guangdong, and Henan at 14.35, 16.39, and 14.78 CNY/kg respectively, reflecting a decline of 3.37%, 6.56%, and 2.31% week-on-week [4][31] - The average pork price has slightly increased to 20.60 CNY/kg, while the average wholesale price of piglets has decreased to 26.00 CNY/kg, indicating mixed trends in the market [4][31] Company-Specific Analysis - Haida Group is expected to benefit from a recovery in the feed industry as raw material prices stabilize and the breeding sector improves [4][5] - Wens Foodstuff Group, Shennong Group, and Juxing Agriculture are recommended for their potential to outperform market expectations as the pig farming industry enters a profitability cycle [5] - Guai Bao Pet and Zhongchong Co., Ltd. are highlighted for their strong brand positioning and growth potential in the pet food market, particularly in 2025 [6]

证券代码：605296 证券简称：神农集团 公告编号：2025-085 云南神农农业产业集团股份有限公司 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： 二、上年同期经营业绩和财务状况 （一）归属于母公司所有者的净利润：12,394.71 万元，归属于母公司所有 者的扣除非经常性损益的净利润：13,682.02 万元。 （二）基本每股收益：0.24 元。 ? 本期业绩预告适用于实现盈利，且净利润与上年同期相比上升 50%以上 的情形。 ? 云南神农农业产业集团股份有限公司（以下简称"公司"）预计 2025 年 半年度实现归属于母公司所有者的净利润为 34,100.00 万元至 42,000.00 万 元。预计 2025 年半年度实现归属于母公司所有者的扣除非经常性损益后的 净利润为 35,200.00 万元至 43,100.00 万元。 一、本期业绩预告情况 （一）业绩预告期间 （二）业绩预告情况 的净利润为 34,100.00 万元至 42,000.00 万元，与上年同期（法定披露数据）相 比，将增加 21, ...

Yunnan Shennong Agricultural Industry Group Co., Ltd. 2025 Semi-Annual Performance Forecast [Current Period Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%83%85%E5%86%B5) The company forecasts H1 2025 net profit attributable to shareholders to range from RMB 341 million to RMB 420 million, representing significant year-on-year growth 2025 H1 Performance Forecast Summary | Indicator | 2025 H1 Forecast | 2024 H1 (Prior Period) | Year-on-Year Change | | :--- | :--- | :--- | :--- | | **Net Profit Attributable to Parent Company Shareholders** | RMB 341.00 million to RMB 420.00 million | RMB 123.95 million | Increase 175.12% to 238.85% | | **Net Profit After Non-Recurring Items** | RMB 352.00 million to RMB 431.00 million | RMB 136.82 million | Increase 157.27% to 215.01% | - This performance forecast applies to situations where profitability is achieved, and net profit increases by over **50%** compared to the same period last year[2](index=2&type=chunk) - This performance forecast has not been audited by a certified public accountant[3](index=3&type=chunk) [Review of Prior Period Performance](index=2&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8A%E5%B9%B4%E5%90%8C%E6%9C%9F%E7%BB%8F%E8%90%A5%E4%B8%9A%E7%BB%A9%E5%92%8C%E8%B4%A2%E5%8A%A1%E7%8A%B6%E5%86%B5) The company's H1 2024 financial results, including net profit and EPS, serve as the comparative baseline for the current period's performance forecast 2024 H1 Performance Summary | Indicator | 2024 H1 Performance | | :--- | :--- | | **Net Profit Attributable to Parent Company Shareholders** | RMB 123.95 million | | **Net Profit After Non-Recurring Items** | RMB 136.82 million | | **Basic Earnings Per Share** | RMB 0.24 | [Analysis of Performance Growth Reasons](index=2&type=section&id=%E4%B8%89%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%A2%9E%E7%9A%84%E4%B8%BB%E8%A6%81%E5%8E%9F%E5%9B%A0) The substantial performance growth is primarily driven by the hog farming business, specifically increased sales volume and reduced costs from improved efficiency and lower raw material prices - Performance growth primarily stems from the **hog farming business**[5](index=5&type=chunk) - Significant increase in hog sales volume: **1.5395 million hogs** sold during the reporting period, a **40.93%** increase year-on-year[5](index=5&type=chunk) - Decreased farming costs: Primarily due to falling raw material prices and the company's strengthened management, which improved capacity utilization and production efficiency[5](index=5&type=chunk) [Risk Warning](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) The company confirms no material uncertainties affecting this unaudited performance forecast and advises investors to exercise caution regarding investment risks - The company confirms there are no material uncertainties affecting the accuracy of this performance forecast[6](index=6&type=chunk) - Investors are advised to make prudent decisions, invest rationally, and be aware of risks[6](index=6&type=chunk) [Other Explanations](index=2&type=section&id=%E4%BA%94%E3%80%81%E5%85%B6%E4%BB%96%E8%AF%B4%E6%98%8E%E4%BA%8B%E9%A1%B9) The company clarifies that the current forecast data are preliminary, with final accurate financial figures to be confirmed in the official 2025 semi-annual report - The current forecast data are preliminary, and the final accurate figures will be based on the company's officially disclosed 2025 semi-annual report[7](index=7&type=chunk)

神农集团：预计2025年上半年净利润同比增175.12%-238.85% 金十数据7月14日讯，神农集团公告， 公司预计2025年半年度实现归属于母公司所有者的净利润为3.41 亿元至4.2亿元，与上年同期相比，将增加2.17亿元到2.96亿元，同比增加175.12%到238.85%。预计 2025年半年度实现归属于母公司所有者的扣除非经常性损益后的净利润为3.52亿元至4.31亿元，与上年 同期相比，将增加2.15亿元到2.94亿元，同比增加157.27%到215.01%。公司本报告期业绩增长，主要来 自于生猪养殖业务增长。报告期内，生猪出栏量较上年同期增长40.93%。 ...