2025年1-7月，公司累计销售生猪126.57万头(其中仔猪18.23万头)，累计销售收入22.43亿元。 京基智农（000048）(000048.SZ)披露2025年7月生猪销售情况，2025年7月，公司销售生猪20.36万头(其 中仔猪2.93万头)，销售收入3.51亿元;商品猪销售均价15.66元/kg。 ...

Group 1 - The stock price of Jingji Zhino reached 15.87 yuan as of August 5, 2025, with an increase of 0.06 yuan, representing a rise of 0.38% from the previous trading day [1] - The trading volume on that day was 76,980 hands, with a total transaction amount of 1.23 billion yuan [1] - Jingji Zhino's main business covers agriculture, animal husbandry, and aquaculture, making it a significant agricultural enterprise in Guangdong [1] Group 2 - The company is involved in various sectors including millet economy, pork industry, and rural revitalization [1] - Jingji Zhino stated on its interactive platform that it will arrange production plans based on its strategic planning and market conditions in different regions [1] - The company indicated that specific operational conditions will be disclosed through formal announcements [1] Group 3 - On August 5, 2025, the net outflow of main funds for Jingji Zhino was 11.4665 million yuan, with a cumulative net outflow of 59.4332 million yuan over the past five trading days [1]

证券日报网讯京基智农8月5日在互动平台回答投资者提问时表示，公司根据自身战略规划、各区域市场 情况合理安排生产计划，有关具体经营情况敬请关注公司对外披露的公告。 （文章来源：证券日报） ...

Investment Rating - The industry rating is "Recommended" [3] Core Insights - The pork market is experiencing an oversupply, leading to a continued decline in pork prices. The average price of external three yuan pigs is 14.13 yuan/kg, with a week-on-week decrease of 1.09% [2][12] - The Ministry of Agriculture and Rural Affairs emphasizes the need for quality improvement and efficiency enhancement in the pig industry, suggesting that outdated production capacity will gradually be eliminated [2][13] - The report highlights the potential benefits of genetically modified crops in increasing yield and self-sufficiency rates for key varieties, with specific companies recommended for investment [12] Summary by Sections Planting Industry - A meeting was held to discuss increasing crop yields in Northeast China, which is crucial for national food security. The region has seen improvements in planting density and technology, contributing to stable yield increases [1] - Companies such as Beidahuang and Suqian Agricultural Development are expected to benefit from these developments, along with seed companies like Dabeinong and Longping High-Tech [1][12] Pig Farming - The average price of pigs has shown a downward trend, with the average weight of slaughtered pigs decreasing for eight consecutive weeks. The number of breeding sows has also decreased slightly [2][12] - The report suggests focusing on companies with significant cost improvements and high future output elasticity, including DeKang Agriculture and Mu Yuan Co., Ltd. [13] Key Agricultural Product Data Tracking - Corn: The average price is 2406.65 yuan/ton, with a week-on-week decrease of 0.09% [27] - Wheat: The average price is 2440.86 yuan/ton, with a week-on-week decrease of 0.08% [30] - Rice: The average price of japonica rice is 2912.00 yuan/ton, with a week-on-week increase of 0.14% [35] - Soybeans: The average price is 3926.32 yuan/ton, remaining stable week-on-week [40] - Cotton: The average price is 15410.00 yuan/ton, with a slight decrease of 0.02% [47] Feed and Vitamin Prices - The average price of pig feed is 2.73 yuan/kg, with a week-on-week increase of 0.37% [53] - The average price of vitamin E is 68.00 yuan/kg, remaining stable week-on-week [62]

二、股东股份累计质押情况 登录新浪财经APP 搜索【信披】查看更多考评等级 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"）接到控股股东京基集团有限公司（以下简称"京 基集团"）关于股份解除质押事项的通知，现将相关情况公告如下： 一、股东股份解除质押情况 京基集团于2025年6月16日将其所持有的公司股份19,000,000股（占公司股份总数的3.58%）质押给深圳 市罗湖城市发展有限公司，该部分股份于2025年7月30日在中国证券登记结算有限责任公司办理完毕解 除质押登记手续。 ■ 四、备查文件 1、解除证券质押登记通知； 2、证券质押及司法冻结明细表。 特此公告。 深圳市京基智农时代股份有限公司董事会 二〇二五年七月三十一日 截至本公告披露日，京基集团及其一致行动人深圳市京基时代实业有限公司（以下简称"京基时代"）累 计质押股份情况如下： ■ 三、其他说明 截至本公告披露日，京基集团及其一致行动人所质押的股份不存在平仓风险，股份质押事项不会对公司 生产经营及公司治理产生影响。公司将持续关注股份质押事项的进展 ...

证券代码：000048 证券简称：京基智农 公告编号：2025-028 深圳市京基智农时代股份有限公司（以下简称"公司"）接到控股股东京基 集团有限公司（以下简称"京基集团"）关于股份解除质押事项的通知，现将相 关情况公告如下： 一、股东股份解除质押情况 京基集团于2025年6月16日将其所持有的公司股份19,000,000股（占公司股份 总数的3.58%）质押给深圳市罗湖城市发展有限公司，该部分股份于2025年7月30 日在中国证券登记结算有限责任公司办理完毕解除质押登记手续。 | 股东名称 | 是否为第一 大股东及一 | 解除质押股 份数量 | 占其所持公 | 占公司总 | 质押开始日期 | 质押解除日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 司股份比例 | 股本比例 | | | | | | 致行动人 | （股） | | | | | | | 京基集团 | 是 | 19,000,000 | 12.94% | 3.58% | 2025 年 6 月 16 日 | 2025 年 7 月 30 日 | 深圳市罗湖城市 | ...

Group 1 - The core viewpoint of the news highlights the recent performance and financial metrics of Jingji Zhino (000048), indicating a decline in stock price and mixed capital flow [1] - As of July 29, 2025, Jingji Zhino's stock closed at 15.98 yuan, down 1.6%, with a turnover rate of 1.71% and a trading volume of 90,200 lots, amounting to 144 million yuan [1] - The latest quarterly report shows total revenue of 1.108 billion yuan, a year-on-year decrease of 11.90%, while net profit attributable to shareholders reached 112 million yuan, a year-on-year increase of 106.99% [1] Group 2 - The company has a current liquidity ratio of 0.541, a quick ratio of 0.214, and a debt-to-asset ratio of 58.96% [1] - Jingji Zhino has made investments in 43 companies and participated in 45 bidding projects, indicating active engagement in business expansion [2] - The company holds 143 trademark registrations and 4 patents, along with 185 administrative licenses, showcasing its intellectual property portfolio [2]

| 交易日 | 融券冷卖用(股) | | 融券余量(股) | 融券余额(元) | | --- | --- | --- | --- | --- | | 2025-07-29 | | -100.0 | 4.31万 | 68.87万 | | 2025-07-28 | | -2900.0 | 4.32万 | 70.16万 | | 2025-07-25 | | -4500.0 | 4.61万 | 75.70万 | | 2025-07-24 | | -2100.0 | 5.06万 | 83.14万 | | 2025-07-23 | | -3200.0 | 5.27万 | 86.16万 | | 交易日 | 融资净买入(元) | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | | 2025-07-29 | 436.60万 | 2.77亿 | 3.29% | | 2025-07-28 | 867.54万 | 2.73亿 | 3.19% | | 2025-07-25 | 584.93万 | 2.64亿 | 3.05% | | 2025-07-24 | -2008.14万 | 2.58亿 ...

证券代码：000048 证券简称：京基智农 公告编号：2025-027 深圳市京基智农时代股份有限公司 股东股份质押公告 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。 特别风险提示： 2025年7月21日，京基集团及京基时代分别将其所持有的公司股份8,549,049 股（占公司股份总数的1.61%）、4,450,951股（占公司股份总数的0.84%）质押给 自然人郭鉴慷，并已在中国证券登记结算有限责任公司办理质押登记手续。 公司接到控股股东京基集团及其一致行动人京基时代关于其所持部分股份 质押事项的通知，现将相关情况公告如下： 一、股东股份质押情况 | 股东 | 是否为控股股东 或第一大股东及 | 本次质押 | 占其所持 | 占公司总 | 是否为 | 是否为 | 质押 | 质押 | 质权人 | 用途 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 其一致行动人 | 数量（股） | 股份比例 | 股本比例 | 限售股 | 补充质押 | 起始日 | 到期日 ...

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]