登录新浪财经APP 搜索【信披】查看更多考评等级 2025年1-9月，公司累计销售生猪167.57万头（其中仔猪26.67万头），累计销售收入28.46亿元。 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。 注：因四舍五入，以上数据可能存在尾差。 二、风险提示 （一）生猪养殖行业均面临生猪市场价格波动的风险。生猪市场价格的大幅波动，可能会对公司的经营 业绩产生重大影响。敬请广大投资者注意投资风险。 （二）动物疫病是畜牧行业发展中面临的主要风险，可能会对公司的经营业绩产生重大影响。敬请广大 投资者注意投资风险。 证券代码：000048 证券简称：京基智农 公告编号：2025-052 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、2025年9月生猪销售情况 2025年9月，公司销售生猪22.05万头（其中仔猪5. ...

Core Viewpoint - The domestic pig prices have sharply declined, with futures contracts dropping nearly 6% to below 12,000 yuan per ton, attributed to a combination of reduced demand and increased supply pressure [2][3]. Group 1: Price Trends - The weighted price of October pig futures has already seen a monthly decline of 7.9%, following an 8.4% drop in September, marking the largest monthly decline since January [3]. - The sales data from listed pig companies indicate a significant increase in sales volume despite the drop in average selling prices, with companies like Wens Foodstuffs reporting a 32.46% year-on-year increase in sales [4]. Group 2: Supply and Demand Dynamics - There is a notable increase in the planned slaughter volume for October, with a 5.48% rise compared to September, indicating ongoing supply pressure [5][6]. - The market consensus suggests a phase of demand inertia decline post-holiday, with expectations of reduced consumer demand and limited new orders from major slaughterhouses [7]. Group 3: Market Sentiment - The overall market sentiment is pessimistic, with many institutions expressing a bearish outlook for pig prices over the next three months due to high levels of breeding sows and slow capacity reduction [8][9]. - The industry is experiencing a phase of losses, with companies focusing on cost-cutting and cash flow management, leading to a challenging environment for price recovery [8].

格隆汇10月9日丨京基智农(000048.SZ)公布，2025年9月，公司销售生猪22.05万头（其中仔猪5.43万 头），销售收入2.95亿元；商品猪销售均价13.60元/kg。2025年1-9月，公司累计销售生猪167.57万头 （其中仔猪26.67万头），累计销售收入28.46亿元。 ...

格隆汇10月9日｜京基智农公告，2025年9月，公司销售生猪22.05万头（其中仔猪5.43万头），销售收入 2.95亿元；商品猪销售均价13.60元/kg。2025年1-9月，公司累计销售生猪167.57万头（其中仔猪26.67万 头），累计销售收入28.46亿元。 ...

Core Insights - The company, Jingji Zhino (000048), reported sales of 220,500 pigs in September 2025, including 54,300 piglets, generating a revenue of 295 million yuan [1] - The average selling price for commercial pigs was 13.60 yuan/kg [1] - Cumulatively, from January to September 2025, the company sold 1,675,700 pigs, including 266,700 piglets, with a total revenue of 2.846 billion yuan [1] Sales Performance - In September 2025, the company sold 220,500 pigs, contributing to a monthly revenue of 295 million yuan [1] - The average price for commercial pigs during this period was 13.60 yuan/kg [1] - The total sales for the first nine months of 2025 reached 1,675,700 pigs, with a revenue of 2.846 billion yuan [1] Revenue Breakdown - The revenue from piglet sales in September 2025 was part of the overall sales performance, with 54,300 piglets sold [1] - The cumulative revenue for the first three quarters of 2025 indicates a strong market presence, with significant sales figures [1]

证券代码：000048 证券简称：京基智农 公告编号：2025-052 深圳市京基智农时代股份有限公司 2025 年 9 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、2025年9月生猪销售情况 | 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 | | 2024年9月 | 22.81 | 163.44 | 4.14 | 28.90 | 19.11 | | 2024年10月 | 18.29 | 181.73 | 3.75 | 32.65 | 18.00 | | 2024年11月 | 13.27 | 195.00 | 2.62 | 35.27 | 17.33 | | 20 ...

京基智农公告，2025年9月，公司销售生猪22.05万头（其中仔猪5.43万头），销售收入2.95亿元；商品 猪销售均价13.60元/kg。2025年1-9月，公司累计销售生猪167.57万头（其中仔猪26.67万头），累计销售 收入28.46亿元。 ...

Market Overview - On October 9, the aquaculture sector rose by 0.21% compared to the previous trading day, with *ST Tianshan leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Stock Performance - The top-performing stocks in the aquaculture sector included: - *ST Tianshan: Closed at 8.70, up 4.32% with a trading volume of 64,800 shares and a turnover of 55.68 million yuan [1] - Jingji Dron: Closed at 16.82, up 3.44% with a trading volume of 166,300 shares and a turnover of 276 million yuan [1] - Lihua Co.: Closed at 22.17, up 2.12% with a trading volume of 133,000 shares and a turnover of 288 million yuan [1] Capital Flow - The aquaculture sector experienced a net outflow of 361 million yuan from institutional investors, while retail investors saw a net inflow of 92.07 million yuan [2] - Notable capital flows included: - Shengnong Development: Net inflow of 23.73 million yuan from institutional investors, but a net outflow of 41.17 million yuan from retail investors [3] - Zhengbang Technology: Net inflow of 16.55 million yuan from institutional investors, with a net outflow of 21.71 million yuan from retail investors [3] Summary of Key Stocks - Stocks with significant net inflows from institutional investors included: - *ST Tianshan: 5.84 million yuan, representing 10.50% of total inflow [3] - New Hope: 4.72 million yuan, representing 1.19% of total inflow [3] - Stocks with notable net outflows from retail investors included: - Shengnong Development: -41.17 million yuan, representing -12.38% of total outflow [3] - Zhengbang Technology: -21.71 million yuan, representing -5.89% of total outflow [3]

Core Viewpoint - The stock of Jingji Zhino experienced a decline of 0.88% on September 26, closing at 16.85 yuan, with a significant block trade occurring [1] Trading Activity - A block trade was executed involving 895,300 shares, totaling a transaction value of 14.6296 million yuan, with a transaction price of 16.34 yuan, reflecting a premium rate of -3.03% [1] - The buyer was from CITIC Securities Co., Ltd., while the seller was from Ping An Securities Co., Ltd. [1] Recent Performance - Over the past three months, the stock has recorded a total block trade amounting to 14.6296 million yuan [1] - In the last five trading days, the stock has seen a cumulative increase of 0.54%, with a net outflow of 18.3965 million yuan from main funds [1]

Group 1 - On September 26, Jingji Zhino completed a block trade of 895,300 shares, with a transaction amount of 14.6296 million yuan, accounting for 3.46% of the total transaction amount for the day [1][2] - The transaction price was 16.34 yuan, which represents a discount of 3.03% compared to the market closing price of 16.85 yuan [1][2] - The buyer was CITIC Securities Co., Ltd., while the seller was Ping An Securities Co., Ltd. [2]