记者2月25日获悉，京基智农拟控股汇博机器人，此举旨在依托京基集团城市商业与社区资源，并叠加 其自身规模化现代农业养殖场景，为机器人技术构建一条从实验室通向商业回报的快速通道。 据介绍，京基智农2025年生猪出栏量达231.29万头，是粤港澳大湾区生猪养殖领域的头部企业。其规模 化、智能化的养殖场景，有望为机器人技术提供宝贵的实战验证场。从夜间环境巡检到精准饲喂调控， 各个环节均有机会孵化出可复制、可推广的行业解决方案。 在此基础上，汇博机器人作为国家级专精特新"小巨人"企业，拥有从核心零部件到整机系统的400余项 授权专利。这些技术积累可在上述养殖场景中得到深度打磨与迭代，未来有望推出赋能整个养殖行业的 机器人产品，助力产业智能化升级。 据悉，汇博机器人计划在2026年内发布2款人形机器人产品，未来三年计划实现年均业绩增长30%以 上，技术实力与成长路径已然清晰，将与京基智农的场景优势形成精准互补，迈向从"拥有技术"到"拥 有场景"的关键"卡位"。 （文章来源：科技日报） 而在城市商业体与社区运营端，京基集团布局的城市综合体、高端写字楼、住宅小区、全域物业服务等 全业态资源，也将为汇博机器人打开广阔的商业服 ...

来源：环球网 【环球网财经综合报道】马年春晚，机器人登台炫技，惊艳之余更藏深意：这是从概念走向实用的鲜明 信号，印证了产品成熟度已然跃升。2026年，人形机器人究竟还能带来多少惊喜，值得期待。 可以窥见，产业红利正加速向具备量产能力与掌握成本优势的企业倾斜，手握核心技术与成熟商业落地 场景的标的，更具长期成长空间。在这一产业拐点上，A股上市公司京基智农（000048.SZ）宣布，拟 控股江苏汇博机器人技术股份有限公司，其布局精准契合产业升级与价值重估的核心逻辑。 这笔交易的核心稀缺性，在于京基智农手握其他跨界者难以复制的双场景底牌——大股东京基集团的城 市商业与社区资源，叠加自身规模化现代农业养殖场景，为机器人技术搭建起从实验室到商业回报的直 达通道。 产业逻辑重构：从"技术炫技"到"场景变现"的必然转向 当产业迈入"场景为王"时代，优质场景资源已成为比技术更稀缺的核心资产，而这正是京基智农最独特 的竞争优势。 2月20日，港股马年首个交易日，AI与机器人概念股全线爆发，越疆收涨21.40%，优必选等跟涨，市场 正用真金白银为机器人赛道投票。从产业演进规律看，市场焦点将从"谁在做机器人"转向"谁能真正落 地、 ...

Investment Rating - The report maintains a positive investment rating for the pig farming sector, recommending continued investment in this area due to low historical valuations and potential recovery in prices [4][9]. Core Insights - The price of live pigs has dropped to 11.87 yuan per kilogram, indicating a potential restart of destocking in the pig farming industry [3][4]. - The report highlights that the average weight of pigs at slaughter is 127.4 kg, which is significantly higher than the same period in 2024 and 2025, suggesting an oversupply situation [4]. - The report anticipates a new wave of price declines for pigs after the Spring Festival, with the industry likely to face increased losses and further capacity reduction [4]. - The report notes that the average utilization rate of breeding facilities is currently high, which may contribute to the ongoing challenges in the industry [4]. Summary by Sections Pig Farming - The average price of live pigs is reported at 11.87 yuan/kg, with a week-on-week decrease of 2.8% [4]. - The average weight of pigs at slaughter is 127.4 kg, which is 4 kg heavier than the same period in previous years [4]. - The report indicates that the breeding sector has experienced three weeks of profitability but has recently returned to losses, with an average loss of 38 yuan per head [4]. - The report lists the monthly slaughter volumes of major listed pig companies, with a total of 13.08 million pigs slaughtered in January 2026, reflecting an 8.5% year-on-year increase [4]. Poultry Farming - The report states that the inventory of white feather broiler chickens remains high, while yellow feather chicken farming has been profitable for over five months [5][7]. - The average price of yellow feather broilers is reported at 14.95 yuan/kg, with a slight week-on-week decrease [7]. Cattle Industry - The report notes that the total cattle inventory in China has decreased by 8.6% as of the end of 2025, with expectations for continued declines in 2026 [9]. - The report suggests that declining cattle inventory is a precursor to rising beef prices, with predictions for accelerated price increases in the first half of 2026 [9]. Pet Food Market - The pet market in China is projected to grow by 4.1% in 2025, reaching a total market size of 312.6 billion yuan [8]. - The report highlights that the pet food market share has increased to 53.7%, with significant growth in core brands [8].

Performance Highlights - Guomachine General reported a net profit of 585.16 million yuan for 2025, a year-on-year increase of 45.71% with total revenue of 899 million yuan, up 17.32% [5] - Tianshili achieved a net profit of 1.105 billion yuan, a 15.68% increase year-on-year, despite a revenue decline of 3.08% to 8.236 billion yuan [5] - Focus Technology's net profit rose by 11.73% to 504 million yuan, with total revenue reaching 1.92 billion yuan, up 15.06% [5] - Times Electric reported a net profit of 4.105 billion yuan, a 10.88% increase, with total revenue of 28.761 billion yuan, up 15.46% [5] - Tongxingbao's net profit increased by 5.51% to 221 million yuan, with total revenue of 1.068 billion yuan, up 19.24% [5] Capital Increase & Restructuring - Ruili Kemi is planning to issue shares to acquire a 16% stake in its subsidiary, with trading suspended from February 9 [6] - Longyun Co. intends to acquire a 58% stake in Yuheng Film and Television, with trading resuming on February 9 [6] - Yingwang Yingchuang is set to acquire 100% of Lianshi Legend, a smart marketing service provider [6] - Jiantou Energy's application for a specific stock issuance has been approved by the Shenzhen Stock Exchange [6] - Shanshan Co. signed a restructuring investment agreement with its controlling shareholder [6] Major Events - Aihuilong received a notice of investigation from the China Securities Regulatory Commission for suspected information disclosure violations [9] - Tiansheng New Materials also received a notice of investigation for similar reasons [10] - Cloud Road Co. announced the lifting of the detention of its chairman and general manager [10] - TCL Zhonghuan's subsidiary signed a patent licensing agreement with Aiyu Co. for a total fee of 1.65 billion yuan [11] - Shenjian Co. reported that its aerospace business revenue is relatively small, accounting for less than 1% of total revenue [11] Investment Projects - Wantong Expressway plans to invest approximately 5.42 billion yuan in the renovation and expansion of the Lianhuo Expressway [15] - Zhixin Co. intends to invest up to 1.1 billion yuan in an automotive welding parts project [15] - Hangyu Technology plans to invest up to 1.05 million euros in a forging production base in Slovakia [15] - Dongtianwei is set to invest 400 million yuan in a global R&D center and manufacturing headquarters in South China [15] - Zhongguancun is planning to build a modern digital factory for traditional Chinese medicine in Jiamusi City [15] Stock Trading Updates - The stock of Cuihua Jewelry will be suspended for one day starting February 9 due to the freezing of its main bank accounts [4] - The stock of Longyun Co. will resume trading on February 9 after a suspension [23] - Ruili Kemi and Yongtai Technology will be suspended from trading starting February 9 [24]

Core Viewpoint - The company, Shenzhen Jingji Zhino Times Co., Ltd., reported its pig sales data for January 2026, indicating a total sale of 250,200 pigs, generating a revenue of 358 million yuan, with an average selling price of 12.84 yuan/kg for commercial pigs [1]. Group 1: Sales Performance - In January 2026, the company sold 250,200 pigs, including 45,300 piglets, resulting in a sales revenue of 358 million yuan [1]. - The average selling price for commercial pigs was reported at 12.84 yuan/kg [1]. Group 2: Data Disclaimer - The sales data provided is unaudited and may differ from figures disclosed in periodic reports, serving only as a reference for investors [1].

Group 1 - The company, Jingji Zhino (000048.SZ), reported its pig sales for January 2026, selling a total of 250,200 pigs, including 45,300 piglets [1] - The sales revenue for January 2026 reached 358 million yuan [1] - The average selling price for commercial pigs was 12.84 yuan per kilogram [1]

Group 1 - The company, Jingji Zhino (000048.SZ), reported its pig sales for January 2026, selling a total of 250,200 pigs, including 45,300 piglets [1] - The sales revenue for January 2026 reached 358 million yuan [1] - The average selling price of commercial pigs was 12.84 yuan per kilogram [1]

证券代码：000048 证券简称：京基智农 公告编号：2026-018 深圳市京基智农时代股份有限公司 2026 年 1 月生猪销售情况简报 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 深圳市京基智农时代股份有限公司（以下简称"公司"）下属公司从事生猪 养殖业务，根据《深圳证券交易所上市公司自律监管指引第3号——行业信息披露》 的相关规定，现将公司每月生猪销售情况公告如下： 一、2026年1月生猪销售情况 2026年1月，公司销售生猪25.02万头（其中仔猪4.53万头），销售收入3.58亿 元；商品猪销售均价12.84元/kg。 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。 | 月份 | 生猪销售数量（万头） | | 生猪销售收入（亿元） | | 商品猪价格（元/kg） | | --- | --- | --- | --- | --- | --- | | | 当月 | 累计 | 当月 | 累计 | 当月 | | 2025年1月 | 13.91 | 13.91 | 2.68 | 2.68 | 15. ...

证券代码：000048 证券简称：京基智农 公告编号：2026-017 深圳市京基智农时代股份有限公司 关于为下属公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 （一）担保额度审议情况 深圳市京基智农时代股份有限公司（以下简称"公司"）于 2025 年 12 月 5 日召开第十一届董事会第十一次临时会议，于 2025 年 12 月 22 日召开 2025 年第 三次临时股东会，审议通过《关于为下属公司提供担保额度的议案》，同意公司 为全资下属公司深圳市京基智农食品有限公司（以下简称"京基智农食品"）提 供担保额度不超过人民币 1 亿元。 详见公司披露于巨潮资讯网（www.cninfo.com.cn）的相关公告（公告编号： 2025-067、2025-076）。 （二）担保进展情况 1 / 5 近日，公司为京基智农食品向中国工商银行股份有限公司深圳东门支行（以 下简称"工商银行深圳东门支行"）申请授信额度提供担保，并签署相关担保协 议。具体情况如下： 特别风险提示： 截至本公告披露日，公司及其控股子公司的担保总额度（不含本次担保）为 13 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The pig price is weakening, and supply pressure remains after the festival, with the current industry breeding profit turning positive and the sentiment for replenishment continuing to recover [2][12] - The industry policy is undergoing a profound transformation, focusing on protecting farmers' rights and activating enterprise innovation, which may lead to a better performance of growth stocks in the future [3][12] - The high-quality development of the industry is imperative, with cost-leading and farmer-linked enterprises likely to enjoy excess profits and valuation premiums [3][13] Summary by Sections 1. Swine Industry - The swine breeding sector has seen a slight increase of 0.2%, gradually digesting concerns about slow capacity reduction [2][12] - The average weight of pigs for slaughter has decreased from high levels, with prices adjusting weakly to 12.31 CNY/kg [2][12] - The price of 7 kg piglets has risen to 367 CNY, indicating a weak expectation for capacity reduction [2][12] - The policy shift towards protecting farmers' rights and promoting innovation is expected to positively influence pig prices and profitability in 2026 [3][12] 2. Poultry Industry - The poultry sector is experiencing a contradiction of "high capacity, weak consumption," with the price of broiler chickens at 3.7 CNY/kg, down 3.4% week-on-week [4][13] - The impact of avian influenza in France may lead to a reduction in imported breeding chickens, potentially increasing prices for parent stock [4][13] - Integrated enterprises and contract farming are expected to expand market share in 2026 [4][14] 3. Feed Industry - The prices of various aquatic products have rebounded, with significant year-on-year increases for some species [5][15] - Hai Da Group is recommended due to its clear long-term growth path and plans to increase its dividend payout ratio [6][15][16] - The company aims for a global sales target of 100 million tons by 2050, with ongoing overseas market expansion [6][16] 4. Pet Industry - The pet industry is facing pressure with concerns over Q4 2025 performance, but there are signs of recovery in domestic sales [7][17] - Companies like Zhongchong and Peidi are recommended for their strong domestic sales growth potential [7][17] 5. Agricultural Products - Domestic soybean meal prices have increased slightly, supported by weather disturbances and procurement demand [8][18] - Corn prices have shown fluctuations, with a slight decrease due to reduced channel stocking [8][18] - The price of eggs has decreased, indicating a potential peak in trade inventory [8][18]