Group 1: Livestock and Production Capacity - As of the end of Q3 2021, the company has approximately 21,000 breeding sows and 77,000 pigs in total, with about 56,000 of them being foundational sows [2] - The company is currently investing in multiple pig farming projects, including Xuwen and Hezhou, which are expected to achieve an annual output scale exceeding 2 million pigs once fully operational [2] - The company aims for a complete cost target of 16.3 RMB/kg for the next year, focusing on ongoing project construction and cost reduction [2] Group 2: Market and Pricing Outlook - The pig cycle in the industry typically lasts about 3-5 years, with recent price increases due to seasonal demand; however, high production capacity and breeding sow inventory indicate a need for time to reduce capacity [3] - The company anticipates that the pig price will be influenced by market conditions and historical data trends [3] Group 3: Biosecurity and Disease Prevention - The company has implemented comprehensive biosecurity measures to prevent African swine fever, including closed management and air filtration systems [3] - Since the launch of its pig farming projects, the company has successfully maintained a zero occurrence of African swine fever [3] Group 4: Real Estate and Financial Performance - The company has ongoing real estate projects, with two phases of the Baonan Xixiang project already under construction; the fourth phase began pre-sales in July 2021 [3] - The company’s high asset-liability ratio is attributed to significant pre-sale receipts and ongoing investments in pig farming, which are expected to decrease as real estate revenue is recognized and pig output increases [3] - The company projects a decline in performance in Q3 2021, with future earnings dependent on market conditions and project delivery timelines [4]

证券代码：000048 证券简称：京基智农 编号：2022-004 深圳市京基智农时代股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：000048 证券简称：京基智农 编号：2022-002 深圳市京基智农时代股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------- ...

证券代码：000048 证券简称：京基智农 编号：2022-003 深圳市京基智农时代股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

证券代码：000048 证券简称：京基智农 编号：2022-001 深圳市京基智农时代股份有限公司 投资者关系活动记录表 | --- | --- | --- | |-----------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------| | 投资 ...

证券代码：000048 证券简称：京基智农 编号：2022-010 深圳市京基智农时代股份有限公司 投资者关系活动记录表 | --- | --- | |--------------------|------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系活动类别 | 特定对象调研（含个人投资者来访） □分析师会议 业绩说明会 □路演活动 | | 参与人 / 单位名称 | | | 时间 | | | 地点 | | | 公司接待人员姓名 | | | | | | | | | | 年第一季度实现营业收入 4.60 亿元，实现归母净利润 -1.42 亿元。 今年一季度业绩较上年同期有所下降，一方面系因去年一季度公司有房地产项 | | | 目交楼实现结转收入，而今年一季度公司无房地产项目结转收入；另一方面， | | | 生猪出栏量稳步上升，但受生猪市场价格低迷等影响，生猪养殖 | | 投资者关 ...

证券代码：000048 证券简称：京基智农 编号：2022-011 深圳市京基智农时代股份有限公司 投资者关系活动记录表 投资者关系活动类别 特定对象调研（含个人投资者来访） 分析师会议 □媒体采访 业绩说明会 □新闻发布会 □路演活动 □现场参观 其他（电话会议） 参与人/单位名称 （一）天风证券（14:00-15:00） 天风证券-吴立、陈潇、陈炼；银华基金-王丽敏；博时基金-姚爽；国投瑞银基 金-冯新月；泰达宏利基金-代星；国寿安保基金-张帆；金鹰基金-杨凡、蒋程 浩；华安基金-王旭冉；英大基金-刘俊；融通基金-孙跃鹏；华富基金-许一；光 大保德信基金-王凯；金元顺安基金-侯斌；太平洋证券资管-武香婷；中信证券 资管-鲍明明、魏喆；国海证券资管-吴正明；兴业证券资管-寇玉丽；联储证券 -沈夏宜；万方资本-肖琳；中邮人寿保险-孙婉宁；高翊投资-仇婷；众安保险 资产-徐文浩；上海高毅资产-王治璇；上海名禹资产-王玺宇、钟剑；上海正松 投资-沈晔；北京睿石泓远投资-刘娜、贺凯娟；华夏财富创新投资-程海泳；海 川汇富资管-邱永贵；财通证券资管-何智超；中国农业银行理财子公司-公晓 晖；华能贵诚信托深圳总部-周晓 ...

证券代码：000048 证券简称：京基智农 编号：2022-013 深圳市京基智农时代股份有限公司 投资者关系活动记录表 | --- | --- | |-----------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...

证券代码：000048 证券简称：京基智农 编号：2022-014 深圳市京基智农时代股份有限公司 投资者关系活动记录表 | --- | --- | |-----------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系活动类别 | 特定对象调研（含个人投资者来访） 分析师会议 | | 参与人 / ...

证券代码：000048 证券简称：京基智农 编号：2022-012 深圳市京基智农时代股份有限公司 投资者关系活动记录表 | --- | --- | |--------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------| | 投资者关系活动类别 | 特定对象调研（含个人投资者来访） 分析师会议 □媒体采访 业绩说明会 □新闻发布会 □路演活动 □现场参观 其他（电话会议） | | 参与人 / 单位名称 | 华西证券 - 周莎、李远玲 申万菱信 - 王昱 华安基金 - 王旭冉 上海焱牛投资 - 江珊 | | 时间 | 2022 年 6 月 17 日 | | 地点 | 在线 | | 公司接待人员姓名 | 董事会秘书 尚鹏超 证券事务副总监 肖慧 | | | 主要交流内容如下： Q1 ： 5 月份生猪养殖业务经营情况如何？ A1 ： ...