神农集团（605296）公告，2025年第一季度营收为14.72亿元，同比增长35.97%；净利润为2.29亿元， 去年同期净亏损356.59万元。 ...

中国经济网北京4月25日讯神农集团（605296）(605296.SH)披露公告，公司于2025年4月24日收到上海证券交易所就公司2024年 度以简易程序向特定对象发行A股股票事项申请的审核意见："根据《证券法》《上市公司证券发行注册管理办法》《上海证券 交易所上市公司证券发行上市审核规则》等有关法律、法规及本所有关规定，云南神农农业产业集团股份有限公司以简易程序 向特定对象发行股票申请符合发行条件、上市条件和信息披露要求。本所将在收到你公司申请文件后提交中国证监会注册。" 神农集团本次向特定对象发行股票事项尚需获得中国证监会作出同意注册的决定，最终能否获得中国证监会同意注册的决定及 时间尚存在不确定性。公司将根据进展情况，严格按照上市公司向特定对象发行股票相关法律法规的要求及时履行信息披露义 务，请广大投资者注意投资风险。 根据本次发行的竞价结果，发行对象拟认购金额合计为29,000.00万元，扣除相关发行费用后的募集资金净额将全部用于红河弥 勒神农畜牧有限公司五山乡年出栏24万头优质仔猪扩繁基地建设项目、云南神农集团石林畜牧有限公司林口铺养殖场生物安全 升级技改建设项目、产业链数字化智能化建设项目、补充 ...

Group 1: Aier Eye Hospital - In 2024, Aier Eye Hospital achieved an outpatient volume of 16.94 million, a year-on-year increase of 12.14% [1] - The company reported a total revenue of 20.98 billion yuan, reflecting a growth of 3.02% compared to the previous year [2] - The net profit attributable to shareholders was 3.56 billion yuan, up by 5.87% year-on-year [2] - The company introduced several advanced medical technologies and products, including the INTENSITY™ intraocular lens and new dry eye treatment technology [1][3] Group 2: Tonghuashun - Tonghuashun reported a revenue of 4.19 billion yuan in 2024, marking a 17.47% increase from the previous year [5] - The net profit attributable to shareholders reached 1.82 billion yuan, a significant growth of 30% year-on-year [4][5] - The increase in revenue and profit was primarily driven by a recovery in the securities market and rising demand for financial information services [4] Group 3: Yiwei Lithium Energy - Yiwei Lithium Energy achieved a revenue of 1.28 billion yuan in Q1 2025, with a net profit of 110.11 million yuan, reflecting a 16.60% increase in net profit [7] - The company reported a significant increase in the shipment of energy storage batteries, with a year-on-year growth of 80.54% [8] - The company is expanding into emerging markets such as eVTOL and drones, with ongoing projects and production facilities being established [9] Group 4: Huadong Medicine - Huadong Medicine reported a revenue of 10.74 billion yuan in Q1 2025, a 3.12% increase year-on-year [10] - The net profit attributable to shareholders was 914.71 million yuan, up by 6.06% compared to the same period last year [11] - The company achieved its highest historical level of net profit excluding non-recurring gains and losses, reaching 897.34 million yuan [10] Group 5: Muyuan Foods - Muyuan Foods reported a revenue of 36.06 billion yuan in Q1 2025, a year-on-year increase of 37.26% [17] - The company turned a profit with a net profit of 44.91 billion yuan, compared to a loss of 23.79 billion yuan in the same period last year [18] - The significant growth was attributed to increased pig prices and sales [17] Group 6: China Aluminum - China Aluminum reported a revenue of 55.78 billion yuan in Q1 2025, with a net profit of 3.54 billion yuan, reflecting a year-on-year increase of 58.78% [21] - The company successfully managed market price fluctuations, resulting in increased product sales and profits [21] Group 7: Hengrui Medicine - Hengrui Medicine achieved a revenue of 72.06 billion yuan in Q1 2025, a 20.14% increase year-on-year [22] - The net profit attributable to shareholders was 18.74 billion yuan, up by 36.9% compared to the previous year [22] - The increase in profit was significantly influenced by a licensing payment received during the reporting period [22] Group 8: Bull Group - Bull Group reported a revenue of 16.83 billion yuan in 2024, reflecting a 7.24% increase year-on-year [13] - The net profit attributable to shareholders was 4.27 billion yuan, a growth of 10.39% compared to the previous year [13] - The company experienced growth in its electrical connection and smart lighting businesses, as well as rapid development in its new energy sector [14]

关于 2024 年度以简易程序向特定对象发行 A 股股票 证券代码：605296 证券简称：神农集团 公告编号：2025-035 云南神农农业产业集团股份有限公司 申请获得上海证券交易所审核通过的公告 云南神农农业产业集团股份有限公司董事会 2025 年 4 月 25 日 －1－ 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"）于 2025 年 4 月 24 日收到上海证券交易所就公司 2024 年度以简易程序向特定对象发行 A 股股票 事项申请的审核意见： "根据《证券法》《上市公司证券发行注册管理办法》《上海证券交易所上 市公司证券发行上市审核规则》等有关法律、法规及本所有关规定，云南神农农 业产业集团股份有限公司以简易程序向特定对象发行股票申请符合发行条件、上 市条件和信息披露要求。本所将在收到你公司申请文件后提交中国证监会注册。" 公司本次向特定对象发行股票事项尚需获得中国证券监督管理委员会（以下 简称"中国证监会"）作出同意注册的决定，最终能否获得中国证监会同意注册 ...

4月23日，神农集团今日收盘28.54元，下跌1.99%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到50.59倍，总市值149.79亿元。 从行业市盈率排名来看，公司所处的农牧饲渔行业市盈率平均35.85倍，行业中值43.72倍，神农集团排 名第61位。 截至2024年三季报，共有8家机构持仓神农集团，其中基金8家，合计持股数364.35万股，持股市值1.03 亿元。 云南神农农业产业集团股份有限公司的主营业务是饲料加工和销售、生猪养殖和销售、生猪屠宰和生鲜 猪肉食品销售、以及食品深加工和销售业务。公司的主要产品是饲料、生猪（商品猪、仔猪、种猪 等）、生鲜猪肉（主要为白条猪肉）和猪副产品（猪头、内脏等）、猪肉深加工产品（小酥肉、午餐 肉、肉肠等）等，此外还对外提供生猪屠宰服务。公司自主研发的"云南神农农业产业集团股份有限公 司养殖系统"和"云南神农农业产业集团股份有限公司屠宰与结算系统"均已取得计算机软件著作权。 序号股票简称PE(TTM)PE(静)市净率总市值(元)61神农集团50.59-37.333.18149.79亿行业平均 35.8537.603.86111.96亿行业中值43.72 ...

云南神农农业产业集团股份有限公司 关于选举产生职工代表董事、职工代表监事的公告 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。 云南神农农业产业集团股份有限公司（以下简称"公司"）第四届董事会、 监事会任期已经届满，根据《中华人民共和国公司法》（以下简称"公司法"） 《公司章程》及有关法律、法规的要求，公司董事会、监事会将进行换届选举。 经公司 2025 年第一次职工代表大会民主选举，公司职工森德敏先生当选为 公司第五届董事会职工代表董事、李琦女士当选为公司第五届监事会职工代表监 事。本次选举产生的职工代表董事、职工代表监事将与公司 2024 年年度股东会 选举产生的董事、监事共同组成公司第五届董事会、第五届监事会，任期与第五 届非职工代表董事、监事一致。 证券代码：605296 证券简称：神农集团 公告编号：2025-034 附件： 森德敏先生、李琦女士简历 森德敏先生：1992 年出生，中国国籍，无境外永久居留权，本科学历。2015 年 8 月至 2018 年 12 月在神农集团养殖事业部分别担任茨营猪场场长、越州猪场 场 ...

Group 1 - The core viewpoint of the news is that Shennong Group's stock has experienced a decline, with a current PE ratio significantly higher than the industry average, indicating potential overvaluation [1] - As of April 18, Shennong Group's closing price was 29.04 yuan, down 3.52%, with a rolling PE ratio of 51.47 times and a total market capitalization of 15.241 billion yuan [1] - The average PE ratio for the agriculture, animal husbandry, and fishery industry is 44.53 times, with Shennong Group ranking 63rd among its peers [1] Group 2 - Shennong Group's main business includes feed processing and sales, pig farming and sales, pig slaughtering, and fresh pork food sales, along with food processing and sales [1] - The company's primary products consist of feed, live pigs (including commercial pigs, piglets, and breeding pigs), fresh pork, and pork by-products, as well as processed pork products [1] - The latest financial results for the third quarter of 2024 show that the company achieved an operating income of 4.078 billion yuan, a year-on-year increase of 42.11%, and a net profit of 480 million yuan, a year-on-year increase of 321.20%, with a sales gross margin of 19.63% [1]

Investment Rating - The industry investment rating is "Overweight" [5] Core Views - The report highlights a divergence in the data for breeding sows, with a 0.96% decrease in the breeding sow inventory at the end of Q1, marking the end of three consecutive quarters of increase. This indicates a potential shift in production capacity [1][2] - Despite the recent increase in pig prices, the report suggests that the downward trend in prices may be difficult to reverse in the future due to increased supply from rising breeding sow inventories and piglet numbers [1][3] - The report emphasizes the importance of monitoring the official start of production capacity reduction, which could present investment opportunities in companies such as Muyuan Foods, Wens Foodstuff Group, Juxing Agriculture, and Shennong Group [1][3] Summary by Sections Breeding Sow Inventory - As of the end of Q1, the national breeding sow inventory was reported at 40.39 million heads, a decrease of 390,000 heads or approximately 0.96% from the previous quarter, ending a trend of increases observed from Q2 to Q4 of the previous year [2] - Third-party monitoring data shows mixed results, with some reporting increases while others indicate a decrease, suggesting a more accurate reflection of actual production capacity trends [2] Pig Prices - Post-Spring Festival, pig prices have remained stable, fluctuating between 14.5 to 14.7 yuan per kilogram, with a brief increase to 15 yuan per kilogram around mid-April, which was stronger than market expectations [3] - The report attributes the stability in prices to factors such as low frozen product inventories and increased market demand, although it warns that the overall trend may still be downward due to rising supply [3] Investment Recommendations - The report recommends focusing on companies that may benefit from the anticipated changes in production capacity, specifically highlighting Muyuan Foods, Wens Foodstuff Group, Juxing Agriculture, and Shennong Group as key investment opportunities [1][3][8]

云南神农农业产业集团股份有限公司的主营业务是饲料加工和销售、生猪养殖和销售、生猪屠宰和生鲜 猪肉食品销售、以及食品深加工和销售业务。公司的主要产品是饲料、生猪（商品猪、仔猪、种猪 等）、生鲜猪肉（主要为白条猪肉）和猪副产品（猪头、内脏等）、猪肉深加工产品（小酥肉、午餐 肉、肉肠等）等，此外还对外提供生猪屠宰服务。公司自主研发的"云南神农农业产业集团股份有限公 司养殖系统"和"云南神农农业产业集团股份有限公司屠宰与结算系统"均已取得计算机软件著作权。 最新一期业绩显示，2024年三季报，公司实现营业收入40.78亿元，同比42.11%；净利润4.80亿元，同 比321.20%，销售毛利率19.63%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)60神农集团53.65-39.593.38158.87亿行业平均 45.5837.243.99113.49亿行业中值46.5248.262.5440.60亿1湘佳股份-1313.15-21.862.0232.16亿2粤海饲 料-500.62134.752.1455.44亿3华英农业-350.10-165.485.4852.68亿4景谷林业-276.94373. ...

本次会议只是转发国海证券已发布研究报告的部分观点 任何人不得对本次会议的任何内容进行发布复制编辑改编转载播放展示或以其他任何方式非法使用本次会议的部分或者全部内容否则将承担相应的法律责任国海证券就此保留一切法律权利在任何情况下国海证券及其员工对使用本次会议信息或内容所引发的任何直接或间接损失概不负责市场有风险投资需谨慎各位领导各位投资者 大家晚上好我是国海农业陈一胜那么今天晚上由我和我的同事王思源来讲解就是就今天的这样一个会议这个主题是关于神农集团的这样一个深度报告我们近期发了神农的这样一个报告那么也是适逢于就是公司股价开始上涨的这么一个时间节点那么 这篇报告的话呢就是也是对神龙集团就是公司的一个基本面公司的这样一个各项的这样一个优势做了一个很详细的这么一个分析那么我先讲一下就是我们对于养殖板块的这样一个推荐的一个观点啊因为上个周末的时候我们当时就讲了 一篇就是讲了一个对于养殖的这样一个推荐的这么一个这样一个电话会啊那当时那个主题的话呢就是底部布局养殖啊那么站在当前的这个时间节点的话啊这样一个养殖板块的话依然是处在一个比较低位的这么一个水平那么从当时的话我们也是从啊就是估值层面啊 以及基本面还有从资金层面这三 ...