Core Insights - Shennong Group disclosed its main operational data for the pig farming business in August, reporting sales of 166,400 pigs, with a revenue of 285 million yuan [1] Sales Performance - In August, the company sold 156,000 commercial pigs and 5,100 piglets, generating a sales revenue of 285 million yuan, including 48,700 pigs sold to internal slaughtering enterprises [1] - From January to August 2025, the company sold a total of 1.8806 million pigs, comprising 1.6014 million commercial pigs and 242,700 piglets, with total sales revenue reaching 3.116 billion yuan [1] Price Trends - The average selling price of commercial pigs in August 2025 was 13.87 yuan per kilogram, reflecting a decrease of 5.84% compared to July 2025 [1]

Core Insights - The overall trend in the domestic pig market is a decline in prices, with major companies reporting lower sales prices and revenues in August 2025 [1][3][4] Company Summaries Shennong Group - In August 2025, Shennong Group sold 166,400 pigs, generating sales revenue of 285 million yuan, both showing a decline compared to July [1] - From January to August 2025, the company sold 1.8806 million pigs, with total sales revenue of 3.116 billion yuan [1] - The average selling price of commercial pigs in August was 13.87 yuan/kg, down 5.84% from July [1] Tianbang Foods - In August 2025, Tianbang Foods sold 529,700 pigs, with a sales revenue of 621 million yuan, reflecting a month-on-month change of -1.32% and -9.43% respectively [1] - The average selling price for commercial pigs was 15.02 yuan/kg, a decrease of 7.22% from the previous month [1] - From January to August 2025, the company sold 4.0246 million pigs, with total sales revenue of 5.45 billion yuan, and an average selling price of 16.05 yuan/kg, showing a year-on-year decline [2] Muyuan Foods - In August 2025, Muyuan Foods sold 7.001 million pigs, a year-on-year increase of 27.1%, but the average selling price dropped to 13.51 yuan/kg, down 31.46% year-on-year [3] - The total sales revenue for the month was 11.85 billion yuan, reflecting a year-on-year decrease of 12.3% [3] Wens Foodstuff Group - In August 2025, Wens sold 324,570 pigs, generating revenue of 482.5 million yuan, with the average selling price at 13.9 yuan/kg [3] - Year-on-year changes included a 37.88% increase in sales volume but a 32.03% decrease in average price [3] Industry Trends - The pig market has been experiencing a downward price trend, with significant declines in both prices and revenues reported by major players [3][4] - There are indications of a potential recovery in demand as September approaches, but supply pressures remain high [3][4] - The willingness of breeding companies to cull sows has increased due to falling prices and profits, leading to a decrease in the number of breeding sows [4] - Despite the expected increase in piglet births, the supply growth is anticipated to outpace seasonal demand increases in the coming months [4]

Group 1 - ST Pava's actual controller Zhang Bao is under investigation for suspected embezzlement and has been arrested, but the company's operations remain normal and unaffected [1] - Sunflower is planning to acquire controlling stakes in Xi Pu Materials and 40% of Bei De Pharmaceutical, with the transaction expected to constitute a major asset restructuring [2] - *ST Busen intends to sell 35% of Shaanxi Busen, which will result in the company no longer holding any equity in it, and this transaction is also expected to be a major asset restructuring [3] Group 2 - Robotech is planning to issue H-shares and list on the Hong Kong Stock Exchange to support its dual-driven development strategy in clean energy and semiconductor sectors [4] - Leo Shares has approved the issuance of H-shares and plans to list on the Hong Kong Stock Exchange, considering the interests of existing shareholders [5] Group 3 - Tianji Shares has received a patent for lithium sulfide materials, which are crucial for solid-state battery electrolytes, and is advancing the commercialization of this technology [6] - Nanxin Technology plans to issue convertible bonds to raise up to 19.33 billion yuan for various chip development projects [8] Group 4 - Ningbo Ocean intends to establish two overseas companies in Singapore for container ship projects, with total investments of approximately 11.94 billion yuan and 17.00 billion yuan [9] - Jidian Shares received 9.13 billion yuan in renewable energy subsidies in August, with total subsidies for the year reaching 12.71 billion yuan, a 154.2% increase year-on-year [10] Group 5 - Shennong Group sold 166,400 pigs in August, generating revenue of 285 million yuan, with a decline in average selling price [19] - Tianbang Foods sold 529,700 pigs in August, with a revenue of 621 million yuan, and reported a decrease in average selling price compared to previous months [20]

Group 1 - Company Xiangrikui is planning to acquire controlling stakes in Xipu Materials and 40% of Beid Pharmaceutical, leading to a stock suspension [3] - Company Nanchin Technology intends to issue convertible bonds to raise no more than 1.933 billion yuan for research and industrialization of power management chips in the smart computing sector [2] - Company ST Pawa has received a notice of investigation from the China Securities Regulatory Commission [4] Group 2 - Company Junshi Biosciences has achieved the primary research endpoint in a Phase III clinical study for its anti-IL-17A monoclonal antibody treatment for moderate to severe plaque psoriasis [4] - Company Gansu Energy's Changle Company has officially put into commercial operation the 5th unit of its 2×1000 MW coal-fired unit expansion project [4] - Company Jidian has received 913 million yuan in renewable energy subsidy funds from the state for August [4]

| | | 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。 云南神农农业产业集团股份有限公司（以下简称"公司"）现将 2025 年 8 月养殖业务主要经营数据披露如下： 一、2025 年 8 月养殖业务主要经营数据 单位：万头 主要产品 | | | 当月 | 累计 | 当月 | | 累计 | | --- | --- | --- | --- | --- | --- | --- | | 生猪 | | 16.64 | 188.06 | -4.26 | 28.40 | | | 仔猪销售 | 0.51 | 万头），销售收入 | 2.85 | 亿元。其中向集团内部屠宰企业销售生猪 | | | 公斤，比 2025 年 7 月份下降 5.84%。 仔猪销售 24.27 万头），销售收入 31.16 亿元。其中向集团内部屠宰企业销售生 猪 29.14 万头。 上述销售数据未经审计，与定期报告披露的数据之间可能存在差异，因此上 述数据仅作为阶段性数据供投资者参考。 三、其他说明 本次披露的养殖经营数据来自公司内部 ...

智通财经APP讯，神农集团(605296.SH)公告，2025年8月份，公司销售生猪16.64万头(其中：商品猪销 售15.56万头，仔猪销售0.51万头)，销售收入2.85亿元。其中向集团内部屠宰企业销售生猪4.87万头。 ...

神农集团（605296）(605296.SH)公告，2025年8月份，公司销售生猪16.64万头(其中：商品猪销售15.56 万头，仔猪销售0.51万头)，销售收入2.85亿元。其中向集团内部屠宰企业销售生猪4.87万头。 ...

格隆汇9月7日丨神农集团(605296.SH)发布公告，2025年8月份，公司销售生猪16.64万头（其中：商品猪 销售15.56万头，仔猪销售0.51万头），销售收入2.85亿元。其中向集团内部屠宰企业销售生猪4.87万 头。2025年8月份，公司商品猪价格呈现下降趋势，商品猪销售均价13.87元/公斤，比2025年7月份下降 5.84%。 2025年1-8月，公司共销售生猪188.06万头（其中：商品猪160.14万头，仔猪销售24.27万头），销售收 入31.16亿元。其中向集团内部屠宰企业销售生猪29.14万头。 ...

Core Viewpoint - Shennong Group reported a decline in pig sales and prices in August 2025, indicating potential challenges in the market [1] Sales Performance - In August 2025, the company sold a total of 166,400 pigs, including 155,600 commercial pigs and 5,100 piglets, generating sales revenue of 285 million yuan [1] - From January to August 2025, the company sold a total of 1,880,600 pigs, comprising 1,601,400 commercial pigs and 242,700 piglets, with total sales revenue reaching 3.116 billion yuan [1] Price Trends - The average selling price of commercial pigs in August 2025 was 13.87 yuan per kilogram, reflecting a decrease of 5.84% compared to July 2025 [1] - The downward trend in commercial pig prices may impact future revenue and profitability for the company [1]

证券代码：605296 证券简称：神农集团 公告编号：2025-109 云南神农农业产业集团股份有限公司（以下简称"公司"）现将 2025 年 8 月养殖业务主要经营数据披露如下： 一、2025 年 8 月养殖业务主要经营数据 单位：万头 | 主要产品 | 销售量 | | 销售量同比增减(%) | | | --- | --- | --- | --- | --- | | | 当月 | 累计 | 当月 | 累计 | | 生猪 | 16.64 | 188.06 | -4.26 | 28.40 | 云南神农农业产业集团股份有限公司 2025 年 8 月养殖业务主要经营数据公告 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。 | | 月份 | | 生猪销售 | | 销售收入 | | 商品猪销价 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | （万头） | | （亿元） | | （元/公斤） | | | | | 当月 | 累计 | 当月 | 累计 | 当月 | | 2 ...