证券代码：605296 证券简称：神农集团 公告编号：2025-069 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 5 月养殖业务主要经营数据披露如下： 一、2025 年 5 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 | 23.28 | 132.05 | 24.09 | 54.34 | 2025 年 5 月份，公司销售生猪 23.28 万头（其中：商品猪销售 22.09 万头， 仔猪销售 0.79 万头），销售收入 4.13 亿元。其中向集团内部屠宰企业销售生猪 3.72 万头。 2025 年 5 月份，公司商品猪价格呈现下降趋势，商品猪销售均价 14.43 元/ 公斤，比 2025 年 4 月份下降 1.70%。 云南神农农业产业集团股份有限公司 2025 年 5 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 ...

Group 1 - The company, Shennong Group, reported sales of 232,800 pigs in May 2025, with 220,900 being market pigs and 7,900 being piglets, generating a revenue of 413 million yuan [1] - The average selling price of market pigs was 14.43 yuan per kilogram, reflecting a year-on-year decrease of 1.70% [1] - Cumulatively, from January to May, the company sold 1,320,500 pigs, resulting in a total revenue of 2.119 billion yuan [1]

截至2025年6月3日收盘，神农集团(605296)报收于30.31元，上涨4.27%，换手率1.61%，成交量8.45万 手，成交额2.52亿元。 董秘最新回复 投资者： 董秘您好，请问截止到5月31日公司股东人数是多少？ 董秘： 尊敬的投资者您好，截至5月30日，公司的股东人数为19717户。感谢您的关注！ 当日关注点 交易信息汇总 6月3日，神农集团的资金流向如下：- 主力资金净流出538.55万元；- 游资资金净流出645.95万元；- 散 户资金净流入1184.5万元。 公司公告汇总 云南神农农业产业集团股份有限公司发布了关于以集中竞价交易方式回购公司股份的进展公告，主要内 容如下：- 回购方案首次披露日为2024年10月29日，由公司董事长提议；- 回购方案实施期限为自股东 会审议通过后12个月；- 预计回购金额为10,000万元至20,000万元；- 回购用途为用于员工持股计划或股 权激励；- 累计已回购股数为658.06万股，占总股本比例为1.25%，累计已回购金额为17,998.41万元；- 实际回购价格区间为24.68元/股至29.20元/股。 公司于2024年10月28日召开第四届董事会 ...

根据行业分析师的研究，二次育肥会人为拉长出栏时间，造成阶段性出栏量差异较大，导致出现"助涨 助跌"现象。有头部猪企停止销售二次育肥商品猪 端午节后第一个交易日，A股生猪板块延续涨势，牧原股份连续两个交易日累计上涨近10%，神农集 团、巨星农牧同期上涨超10% 端午节后的第一个交易日，A股生猪板块延续良好势头，牧原股份（002714）(002714.SZ)、神农集团 （605296）(605296.SH)和巨星农牧（603477）(603477.SH)等表现不错。这与猪价稳定的预期有关，猪 价稳定预期又与二次育肥的最新消息有关——一些头部猪企暂停对二次育肥客户出售商品猪。 6月3日上午，《每日经济新闻》记者从牧原股份、神农集团、新希望(000876.SZ)等多家猪企了解到， 至少有两家头部猪企暂停了这一业务，且对商品猪只开屠宰类检疫票。这意味着只能用作屠宰的商品猪 无法进入二次育肥被再次饲养。 所谓二次育肥，是指养殖户购进已达正常出栏体重的生猪，继续育肥至350斤或以上再出售，以赚取价 差和增重利润的短期养殖模式。 生猪板块之所以上涨，和二次育肥的消息有关。有市场消息称，行业接有关部门通知要求控制出栏猪体 重并 ...

重要内容提示： 证券代码：605296 证券简称：神农集团 公告编号：2025-068 云南神农农业产业集团股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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。 | 回购方案首次披露日 | 2024/10/29，由公司董事长提议 | | --- | --- | | 回购方案实施期限 | 待股东会审议通过后 12 个月 | | 预计回购金额 | 10,000万元~20,000万元 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 658.06万股 | | 累计已回购股数占总股本比例 | 1.25% | | 累计已回购金额 | 17,998.41万元 | | 实际回购价格区间 | 24.68元/股~29.20元/股 | 上述回购符合相关法律法规、规章制度及既定的回购股份方案。 三、其他事项 公司将严格按照《上市公司股份回购规则》《上海证券交易所上市公司自律监 ...

Investment Rating - The report maintains a positive outlook on the agricultural sector, specifically highlighting investment opportunities in the pig farming and pet food industries [3][4]. Core Insights - The report emphasizes the strong performance of the pet food sector during the "618" shopping festival, with leading brands showing significant sales growth. It also notes the potential for re-evaluation of pig prices due to changing market conditions [4][5]. - The agricultural index increased by 1.8%, contrasting with a 1.1% decline in the Shanghai and Shenzhen 300 index, indicating a favorable market environment for agricultural stocks [5]. Summary by Sections Agricultural Stock Market Performance - The agricultural index rose by 1.8%, while the Shanghai and Shenzhen 300 index fell by 1.1%. The top five gainers included ST Tianshan (13.6%), Juxing Agriculture (13.2%), and Xiwang Food (12.4%) [5][12]. - The report suggests focusing on the sales performance of pet food during the "618" shopping festival and the re-evaluation of pig prices, particularly for undervalued leading pig farming companies [4][5]. Pig Farming - Pig prices continue to show strong fluctuations, with a national average selling price of 14.42 CNY/kg as of June 2, reflecting a week-on-week increase of 0.8%. The report indicates that the overall industry remains profitable, with a profit of 125.3 CNY per head for large-scale farms [4][5]. - The report highlights the expectation of a re-evaluation of pig prices in the second half of the year, driven by strong market realities and declining breeding costs [4][5]. Pet Food - The "618" shopping festival saw explosive sales in the pet food sector, with major brands performing exceptionally well. The festival's duration was extended, leading to increased sales [4][14]. - Key brands such as Guai Bao Pet and Zhongchong Co. showed significant improvements in their rankings on e-commerce platforms, indicating a strong market presence [21][23][28]. Animal Health - The report notes that the re-evaluation of pig prices may drive demand for animal health products, particularly vaccines. The first quarter of 2025 saw a 23.02% year-on-year increase in vaccine approvals [4][5]. - Companies focusing on pet health products are expected to benefit from the growing demand in the market [4][5].

Group 1 - The core viewpoint of the news is that Shennong Group's stock performance and financial results indicate significant growth potential within the agricultural and livestock industry [1] - As of May 29, Shennong Group's closing price was 27.12 yuan, with a PE ratio of 15.49 and a total market capitalization of 14.234 billion yuan [1] - The average PE ratio for the agricultural and livestock industry is 42.73, with Shennong Group ranking 34th among its peers [1] Group 2 - As of May 20, 2025, Shennong Group had 19,188 shareholders, an increase of 689 from the previous count, with an average holding value of 352,800 yuan per shareholder [1] - The company's main business includes feed processing and sales, pig farming and sales, pig slaughtering, and fresh pork food sales, with key products being feed, commodity pigs, and various pork products [1] - In the first quarter of 2025, Shennong Group reported revenue of 1.472 billion yuan, a year-on-year increase of 35.97%, and a net profit of 229 million yuan, reflecting a staggering year-on-year growth of 6510.85% [1]

Investment Rating - The report assigns a "Buy" rating for the company, indicating an expected relative increase of over 15% compared to the CSI 300 index in the next six months [9]. Core Insights - The company has shown rapid growth in its pig farming business, with a significant increase in the number of pigs sold and continuous optimization in cost management [3][4]. - The revenue for 2024 is projected to be CNY 5.584 billion, representing a year-on-year growth of 43.51%, with a net profit of CNY 687 million, reflecting a substantial increase of 271.16% [3][6]. - The company is recognized as a regional leader in the pig farming industry, with a flexible operating model and strong cost management capabilities [5]. Summary by Sections Financial Performance - In 2024, the company achieved a revenue of CNY 5.584 billion, with a net profit of CNY 687 million, and an EPS of CNY 1.31 [3][6]. - For Q1 2025, the company reported a revenue of CNY 1.471 billion, with a net profit of CNY 22.8 million, marking a year-on-year increase of 6510.85% [3]. Business Segments - The pig farming segment generated CNY 3.797 billion in revenue in 2024, up 81.53% year-on-year, with a gross margin of 23.42% [3]. - The slaughtering and meat products segment achieved revenue of CNY 1.386 billion in 2024, a 20.89% increase, with a gross margin of 15.52% [4]. Profitability Forecast - The company is expected to have a net profit of CNY 762 million in 2025 and CNY 836 million in 2026, with corresponding PE ratios of 11.15x and 10.17x [5][6]. - The projected revenue growth rates for the next few years are 34.13% for 2025 and 23.68% for 2026 [6].

Group 1 - The core viewpoint of the news is that Shennong Group's stock has declined significantly, with a closing price of 27.06 yuan and a rolling PE ratio of 15.45 times, which is considerably lower than the industry average of 42.62 times [1] - As of the first quarter of 2025, Shennong Group has 12 institutional investors holding a total of 59.48 million shares, with a market value of 1.689 billion yuan [1] - The company's main business includes feed processing and sales, pig farming and sales, pig slaughtering, and fresh pork food sales, with key products being feed, commodity pigs, piglets, and various pork products [1] Group 2 - In the latest financial report for the first quarter of 2025, Shennong Group achieved an operating income of 1.472 billion yuan, representing a year-on-year increase of 35.97%, and a net profit of 229 million yuan, showing a remarkable year-on-year growth of 6510.85% [1] - The sales gross margin for the company stands at 22.90% [1] - In terms of market capitalization, Shennong Group is valued at 14.202 billion yuan [2]

证券代码：605296 证券简称：神农集团 公告编号：2025-066 云南神农农业产业集团股份有限公司 第五届监事会第一次会议决议公告 本公司监事会及全体监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。 一、监事会会议召开情况 云南神农农业产业集团股份有限公司（以下简称"公司"）于 2025 年 5 月 20 日召开了公司 2024 年年度股东会，顺利换届选举产生了公司第五届监事会成 员。为保证公司新一届监事会工作的正常进行，经全体监事同意豁免本次会议通 知时间的要求，第五届监事会第一次会议通知于 2025 年 5 月 20 日以口头形式向 全体监事发出，会议于 2025 年 5 月 20 日以现场表决方式在云南省昆明市盘龙区 东风东路 23 号昆明恒隆广场办公楼 39 层会议室召开。本次会议为临时监事会。 与会监事共同推举李琦女士为第五届监事会第一次会议召集人和主持人，应出席 监事 3 人，实际出席监事 3 人。本次会议的召开符合《中华人民共和国公司法》 等法律、行政法规、部门规章、规范性文件及《云南神农农业产业集团股份有限 公司章程》的有关 ...