Summary of Key Points Core Viewpoint - On January 28, a total of 14 companies announced 15 stock repurchase updates, indicating a trend of companies engaging in buyback programs to enhance shareholder value [1]. Group 1: First Disclosure of Buyback Plans - Two companies, Greenmei and Davi Co., disclosed their stock repurchase plans for the first time, with proposed buyback amounts not exceeding 3.03 million and 0.23 million respectively [1]. Group 2: Approval of Buyback Plans by Shareholders - Three companies, New Open Source, Guangdong Hongtu, and Guangji Pharmaceutical, had their buyback plans approved by shareholders, with the highest proposed repurchase amounts being 50 million, 18.10 million, and 0.42 million respectively [1]. Group 3: Progress of Buyback Implementation - The companies with the highest buyback amounts in progress include Heng Rui Pharmaceutical, Jingji Agricultural, and Xingfa Group, with repurchase amounts of 605 million, 94.46 million, and 65.54 million respectively [1]. Group 4: Completed Buybacks - The companies that have completed their buybacks with the highest amounts are Huitai Medical, Xiye Co., and Aopu Technology, with completed repurchase amounts of 250 million, 7.01 million, and 0.85 million respectively [1].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000048 证券简称：京基智农 公告编号：2026-012 公司实际使用回购专项贷款金额与用于回购的自有资金金额合计不超过本次回购股份金额的上限，具体 贷款事宜以双方签订的贷款合同为准。本次股票回购专项贷款额度不代表公司对回购金额的承诺，具体 回购资金总额以回购期限届满或回购实施完成时实际回购使用的资金总额为准。 深圳市京基智农时代股份有限公司 关于取得金融机构股票 回购专项贷款承诺函的公告 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、回购方案的基本情况 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十二次 临时会议，审议通过了《关于回购公司股份方案的议案》。公司拟使用自有资金和/或自筹资金通过深 圳证券交易所系统以集中竞价交易方式回购部分公司股份，用于实施股权激励或员工持股计划，本次拟 回购股份的资金总额不低于人民币10,000万元且不超过人民币20,000万元，回购股份的实施期限为自公 司董事会审议通过本次回购股份方案之日起不超过6个月。具体 ...

（编辑 任世碧） 证券日报网讯 1月27日，京基智农发布公告称，截至2026年1月27日，公司通过深圳证券交易所交易系 统以集中竞价交易方式累计回购公司股份5，438，000股，占公司目前总股本的比例为1.03%。 ...

每经AI快讯，1月27日，京基智农公告称，公司2025年审议通过回购股份方案，拟用1亿元至2亿元自有 和/或自筹资金回购股份用于股权激励或员工持股计划。近日，公司取得平安银行深圳分行《贷款承诺 函》，承诺提供不超1亿元专项贷款，期限不超一年，专项用于股票回购，保证方式为全资子公司连带 责任担保，有效期至2026年。具体贷款以合同为准，不构成关联交易，对财务无重大影响。 ...

证券代码：000048 证券简称：京基智农 公告编号：2026-012 一、回购方案的基本情况 深圳市京基智农时代股份有限公司 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十二次临时会议，审议通过了《关于回购公司股份方案的 议案》。公司拟使用自有资金和/或自筹资金通过深圳证券交易所系统以集中竞 价交易方式回购部分公司股份，用于实施股权激励或员工持股计划，本次拟回购 股份的资金总额不低于人民币10,000万元且不超过人民币20,000万元，回购股份 的实施期限为自公司董事会审议通过本次回购股份方案之日起不超过6个月。具 体内容详见公司于2025年12月9日在巨潮资讯网（www.cninfo.com.cn）披露的《关 于回购公司股份方案的公告》（公告编号：2025-073）。 二、取得金融机构股票回购专项贷款承诺函的情况 关于取得金融机构股票回购专项贷款承诺函的公告 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。 近日，公司取得平安银行股份有限公司深圳分行出具的《贷款承诺函》，承 诺为公司本次回购股份专项贷款融资提 ...

格隆汇1月27日丨京基智农(000048.SZ)公布，截至2026年1月27日，公司通过深圳证券交易所交易系统 以集中竞价交易方式回购公司股份543.8万股，占公司目前总股本的比例为1.03%，回购股份的最高成交 价为19.50元/股，最低成交价为15.00元/股，成交总金额为人民币94,463,882元(不含相关交易费用)。 ...

格隆汇1月27日丨京基智农(000048.SZ)公布，截至2026年1月27日，公司通过深圳证券交易所交易系统 以集中竞价交易方式回购公司股份543.8万股，占公司目前总股本的比例为1.03%，回购股份的最高成交 价为19.50元/股，最低成交价为15.00元/股，成交总金额为人民币94,463,882元(不含相关交易费用)。 ...

证券代码：000048 证券简称：京基智农 公告编号：2026-011 关于回购公司股份比例达到 1%暨回购进展的公告 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、公司回购股份的基本情况 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十二次临时会议，审议通过了《关于回购公司股份方案的议 案》。公司拟使用自有资金和/或自筹资金通过深圳证券交易所系统以集中竞价交 易方式回购部分公司股份，用于实施股权激励或员工持股计划，本次拟回购股份 的资金总额不低于人民币10,000万元且不超过人民币20,000万元，回购股份的实施 期限为自公司董事会审议通过本次回购股份方案之日起不超过6个月。具体内容详 见公司于2025年12月9日在巨潮资讯网（www.cninfo.com.cn）披露的《关于回购公 司股份方案的公告》（公告编号：2025-073）。 二、实施回购股份的进展情况 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第9 号——回购股份》等相关规定，公司回购股份占公司总股本的比例每增加百分之 一的 ...

Investment Rating - The industry rating is "Recommended" [3] Core Insights - The report highlights the strengthening of pork prices as the breeding stock decreases to 35.61 million heads by the end of December, indicating a bullish trend in the market [1][2] - The report emphasizes the importance of the seed industry revitalization action, which has made significant progress in enhancing seed security and promoting domestic seed usage [1][12] - The commercialization of genetically modified crops is expected to accelerate, contributing to higher self-sufficiency rates in key varieties [1][12] Summary by Sections Planting Industry - The Ministry of Agriculture and Rural Affairs has reported progress in the seed industry revitalization action, with a focus on policy support, funding, and institutional guarantees [1][12] - Key companies recommended for investment include Beidahuang and Suqian Agricultural Development, as well as leading seed companies like Dabeinong and Longping High-Tech [1][12] Pig Farming - The average price of live pigs is reported at 12.99 CNY/kg, with a week-on-week increase of 2.27% [2][13] - The breeding stock of sows is at 39.61 million heads, showing a year-on-year decrease of 2.9% [2][13] - Recommended companies in the pig farming sector include Lihua Co., Muyuan Foods, and Shuanghui Development [5][13] Feed and Veterinary - The average price of pig feed is 2.65 CNY/kg, reflecting a week-on-week increase of 0.38% [52] - Companies in the feed sector such as Haida Group and veterinary companies like Jinhai Biological and Zhongmu Co. are expected to benefit [5][13]

Investment Rating - The investment rating for the agriculture, forestry, animal husbandry, and fishery industry is "Positive" (maintained) [1] Core Insights - The report highlights that supply pressure for pigs is postponed, leading to a risk of price decline before and after the Spring Festival. The average price of live pigs in China as of January 23, 2026, is 12.92 CNY/kg, with a week-on-week increase of 0.15 CNY/kg but a year-on-year decrease of 2.40 CNY/kg [3][11] - The white feather chicken sector has transitioned from losses to profits, with prices slightly declining but profitability improving due to stable feed costs and weak supply elasticity [4][23] Summary by Sections Supply and Demand Observations - The average weight of pigs remains high, and the utilization rate of secondary fattening barns has increased to 38%, creating a short-term support effect on prices. However, the risk of price decline exists due to potential supply release around the Spring Festival [11][12] - The demand side shows that the price of white strips has recovered to 17.15 CNY/kg, with the price difference between lean and fat pigs expanding, indicating improved slaughtering profits but weak volume performance [11][12] Market Performance - From January 19 to January 23, the agricultural sector underperformed the market by 0.43 percentage points, with the Shanghai Composite Index rising by 0.84% and the agricultural index by 0.40% [5][27] - Key stocks such as Jingji Zhino (up 29.47%), Quanyuan (up 13.57%), and Honghui Fruits and Vegetables (up 9.94%) led the gains in the agricultural sector [5][27] Key News - As of the end of 2025, the number of breeding sows in China was 39.61 million, a decrease of 1.16 million, or 2.9%, which is within the normal holding capacity [33] - The Ministry of Finance announced that a guiding document to promote the high-quality development of agricultural insurance will be issued in 2026 [4][33] Price Tracking - As of January 23, 2026, the average price of live pigs is 12.97 CNY/kg, with a week-on-week increase of 0.19 CNY/kg. The average price of piglets is 23.54 CNY/kg, up 1.55 CNY/kg from the previous week [35] - The average price of white feather chicken is 7.50 CNY/kg, down 1.19% week-on-week, while the average price of chicken seedlings is 2.20 CNY, down 19.71% [38][35]