截至5月19日收盘，预制菜概念上涨2.30%，位居概念板块涨幅第9，板块内，97股上涨，巴比食品、国 光连锁、正虹科技等涨停，广州酒家、三只松鼠、康比特等涨幅居前，分别上涨7.90%、7.39%、 7.27%。跌幅居前的有通威股份、东阿阿胶、紫燕食品等，分别下跌1.39%、0.85%、0.55%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 兵装重组概念 | 3.92 | 青蒿素 | -0.82 | | 天津自贸区 | 3.51 | 人形机器人 | -0.80 | | ST板块 | 3.05 | 同花顺果指数 | -0.71 | | 特色小镇 | 2.86 | 中国AI 50 | -0.64 | | 股权转让(并购重组) | 2.81 | 环氧丙烷 | -0.43 | | 深圳国企改革 | 2.76 | 新型烟草(电子烟) | -0.32 | | 可控核聚变 | 2.55 | 同花顺新质50 | -0.28 | | 横琴新区 | 2.44 | 阿尔茨海默概念 | -0.27 | | 预制菜 | 2.30 ...

Core Insights - In April, several listed pig farming companies reported increases in both pig sales volume and revenue compared to previous months and the same month last year [1][2][3] - Analysts predict that pig prices will remain stable with slight fluctuations, while there is potential for increased sales volume in the second half of the year [1] Group 1: Industry Performance - In the first quarter, the national pig output reached 19,476 million heads, a slight increase of 20,000 heads year-on-year, reversing a 2.2% decline from the previous year [1] - The total pork production in the first quarter was 16.02 million tons, up by 190,000 tons or 1.2% year-on-year [1] - By the end of the first quarter, the national pig inventory stood at 41,731 million heads, reflecting a year-on-year increase of 881,000 heads or 2.2% [1] Group 2: Company-Specific Sales Data - Muyuan Foods sold 6.573 million pigs in April, with a revenue of 12.595 billion yuan, marking a year-on-year increase of 51.80% in sales volume and 53.42% in revenue [1] - Wens Foodstuff Group reported sales of 3.176 million pigs in April, generating revenue of 5.545 billion yuan, with a year-on-year increase of 27.90% in sales volume [2] - Dongrui Food Group sold 170,500 pigs in April, achieving a revenue of 223 million yuan, reflecting a 24.56% increase in sales volume compared to the previous month [2] - Hunan Zhenghong Technology Development sold 11,200 pigs in April, with a revenue of 9.7964 million yuan, showing a year-on-year increase of 109.24% in sales volume [2] - Aksu Xingjiang Muge Food, a subsidiary of Chen Kemin Foods, sold 63,900 pigs in April, with a revenue of 70.9048 million yuan, indicating a year-on-year increase of 33% in sales volume [3]

Group 1: Company Performance - Wens Foodstuff's April chicken sales revenue was 2.543 billion yuan, a year-on-year decrease of 5.01% [1] - Wens Foodstuff sold 10.381 million chickens in April, a year-on-year increase of 10.87% [1] - Wens Foodstuff's average chicken selling price was 11.24 yuan/kg, a year-on-year decrease of 14.91% [1] - Zhongtong Bus's April vehicle sales volume was 1,046 units, a year-on-year decrease of 4.04% [1][2] - Kemin Food's April pig sales revenue reached 70.9048 million yuan, a year-on-year increase of 16.04% [3] - Muyuan Foods sold 6.573 million pigs in April, a year-on-year increase of 51.80% [5] - Muyuan Foods' pig sales revenue was 12.595 billion yuan in April, a year-on-year increase of 53.42% [5] - Xiamen Airport's April passenger throughput was 2.3881 million, a year-on-year increase of 7.73% [24] - Daqin Railway's April cargo transport volume was 30.62 million tons, a year-on-year increase of 0.99% [26] - Shaanxi Coal's April coal production was 14.24 million tons, a year-on-year decrease of 1.78% [28] Group 2: Industry Overview - Wens Foodstuff operates in the agriculture, forestry, animal husbandry, and fishery industry, specifically in pig farming [1] - Zhongtong Bus operates in the automotive industry, focusing on commercial vehicles [2] - Kemin Food operates in the food and beverage industry, specifically in food processing [3] - Muyuan Foods is also in the agriculture, forestry, animal husbandry, and fishery industry, focusing on pig farming [5] - Xiamen Airport is part of the transportation industry, specifically in airport operations [24] - Daqin Railway operates in the coal industry, focusing on coal mining and transportation [26] - Shaanxi Coal is also in the coal industry, focusing on coal mining and related services [28]

证券代码：000702 证券简称： 正虹科技 公告编号：2025—029 湖南正虹科技发展股份有限公司 2025 年 4 月生猪销售简报 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。 公司本月生猪销售同比增加的主要原因是公司生猪出栏量增加所致。 三、风险提示 1、上述披露仅包含公司生猪养殖业务销售情况，不含其它业务。 一、生猪销售情况 湖南正虹科技发展股份有限公司（以下简称"公司"）2025 年 4 月销售生 猪 1.12 万头，销售收入 979.64 万元，销量环比增加 57.37%、销售收入环比增 加 42.42%。销量同比增加 109.24%、销售收入同比增加 30.50%。 2025 年 1-4 月份，公司累计销售生猪 2.81 万头，累计销售收入 3,130.83 万元，同比变动分别增加 73.39%、13.34%。 二、原因说明 2、生猪市场价格波动的风险是整个生猪生产行业的系统风险，对任何一家 生猪生产者来说，都是客观存在的、不可控制的外部风险。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。 3、上述数据均未经审计，与定期报告披 ...

Financial Performance - The company's revenue for Q1 2025 was CNY 202,344,528.38, representing a 36.46% increase compared to CNY 148,276,697.65 in the same period last year[5] - The net loss attributable to shareholders was CNY -9,019,990.07, a 5.27% increase from CNY -8,568,550.52 year-on-year[5] - The basic earnings per share were CNY -0.0260, a decrease of 5.26% from CNY -0.0247 in the same period last year[5] - The net profit for the current period was a loss of ¥9,008,793.84, compared to a loss of ¥7,942,117.10 in the previous period, indicating a deterioration in profitability[17] - The total comprehensive loss for the current period was ¥10,598,793.84, compared to a loss of ¥7,582,117.10 in the previous period, indicating a worsening overall financial position[17] Cash Flow - The net cash flow from operating activities was CNY -62,941,604.06, a decline of 34.42% compared to CNY -46,823,886.97 in the previous year[5] - The net cash flow from financing activities increased by 191.89% to CNY 21,359,039.22, due to a net increase in bank loans[9] - The company experienced a significant decrease in investment activity cash flow, down 88.38% to CNY 597,297.41 compared to the previous year[9] - The net cash flow from operating activities was negative at ¥62,941,604.06, worsening from a negative cash flow of ¥46,823,886.97 in the prior period[18] - The company experienced a net cash outflow from investment activities of ¥2,604,992.46, an improvement from a net outflow of ¥7,262,922.33 in the prior period[18] Assets and Liabilities - The company's total assets decreased by 1.47% to CNY 697,068,409.62 from CNY 707,460,546.42 at the end of the previous year[5] - Total assets decreased from 707,460,546.42 CNY to 697,068,409.62 CNY, a decline of about 1.8%[15] - Total liabilities remained relatively stable, increasing slightly from 407,026,185.44 CNY to 407,232,842.48 CNY[14] - The company's total equity decreased from 300,434,360.98 CNY to 289,835,567.14 CNY, a decline of approximately 3.5%[15] - The short-term borrowings increased from 272,079,514.92 CNY to 298,000,000.00 CNY, an increase of about 9.5%[14] Receivables and Inventory - Accounts receivable increased by 84.68% to CNY 80,868,160.90, primarily due to an increase in receivables from feed sales[9] - Accounts receivable increased significantly from 43,788,838.07 CNY to 80,868,160.90 CNY, representing an increase of about 84.6%[13] - Inventory rose from 79,847,699.13 CNY to 87,527,983.57 CNY, an increase of approximately 9.5%[13] Shareholder Information - The total number of common shareholders at the end of the reporting period is 34,053[10] - The largest shareholder, Yueyang Guansheng Investment, holds 23.08% of shares, totaling 79,990,372 shares[10] Operating Costs - The operating income was driven by an increase in external feed sales volume, which also led to a 38.44% rise in operating costs to CNY 188,551,954.36[9] - Total operating costs amounted to ¥208,161,343.46, up 32.9% from ¥156,630,126.25 in the prior period, with operating costs specifically rising to ¥188,551,954.36 from ¥136,196,768.63[16]

假记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东大会未出现否决议案的情形。 证券代码：000702 证券简称：正虹科技 公告编号：2025-027 湖南正虹科技发展股份有限公司 2024 年度股东大会决议公告 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 2、本次股东大会未涉及变更前次股东大会决议。 一、会议召开和出席情况 （一）、会议召开情况 1、会议召开时间： （1）现场会议召开时间：2025 年 4 月 24 日（星期四）下午 15:30 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的时间为:2025年4月24 日9:15—9:25、9:30—11:30和13:00—15:00;通过深圳证券交易所互联网投票系统投票的具 体时间为2025年4月24日9:15—15:00期间的任意时间。 2、现场会议地点： 湖南省岳阳市云溪区云港路 CCTC 保税大厦 12 楼公司会议室 3、表决方式：现场投票与网络投票相结合的方式 4、会议召集人：公司董事会 表决情况：同意 155,853,788 股，占出席股东大会有效表决权股份总数的 99.7824%； 反对 309,600 ...

湖南启元律师事务所 关于湖南正虹科技发展股份有限公司 2024年度股东大会的 法律意见书 湖南省长沙市芙蓉区建湘路 393 号世茂环球金融中心 63 层 410000 电话：（0731）82953-778 传真：（0731）82953-779 网站：www.qiyuan.com 致：湖南正虹科技发展股份有限公司 根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司股东会 规则》等我国现行法律、法规、规范性文件以及《湖南正虹科技发展股份有限公司 章程》（以下简称"《公司章程》"）的规定，湖南启元律师事务所（以下简称"本 所"）接受湖南正虹科技发展股份有限公司（以下简称"公司"）的委托，指派本 律师出席了公司 2024 年度股东大会（以下简称"本次股东大会"），对本次股东大 会的召集和召开程序、召集人及出席会议人员的资格、表决程序和表决结果的合法 有效性进行现场律师见证，并发表本律师见证意见。 为发表本律师见证意见，本律师依法审核了公司提供的下列资料： 1、2025 年 4 月 3 日刊登在《证券时报》、巨潮资讯网（http://www.cninfo.com.cn） 上的公司关于召开 2024 年度股东 ...

中泰证券股份有限公司 关于湖南正虹科技发展股份有限公司 向特定对象发行股票之保荐总结报告书 根据中国证券监督管理委员会（以下简称"中国证监会"）出具的《关于同意 湖南正虹科技发展股份有限公司向特定对象发行股票注册的批复》（证监许可 〔2023〕1167号），湖南正虹科技发展股份有限公司（以下简称"正虹科技"或 "公司"）于2023年7月向特定对象发行人民币普通股（A股）79,990,372股，每股 发行价格为人民币4.23元，募集资金总额为人民币338,359,273.56元，扣除相关发行 费用6,488,639.71元（不含税），公司本次向特定对象发行实际募集资金净额为人民 币331,870,633.85元。 上述资金已于2023年7月5日全部到账，经天健会计师事务所（特殊普通合伙） 出具的《验资报告》（天健验〔2023〕2-20号）予以验证。 本次发行的股票于2023年8月3日在深圳证券交易所上市。中泰证券股份有限公 司（以下简称"保荐机构""本机构"或"中泰证券"）系公司向特定对象发行股 票的保荐机构，履行持续督导期截止2024年12月31日。 2024年12月31日，持续督导期已届满。保荐机构根据《证 ...

中泰证券股份有限公司 关于湖南正虹科技发展股份有限公司 | 事项 | 存在的问题 | 采取的措施 | | --- | --- | --- | | 1.信息披露 | 无 | 不适用 | | 2.公司内部制度的建立和执行 | 无 | 不适用 | | 3."三会"运作 | 无 | 不适用 | | 4.控股股东及实际控制人变动 | 无 | 不适用 | | 5.募集资金存放及使用 | 无 | 不适用 | | 6.关联交易 | 无 | 不适用 | | 7.对外担保 | 无 | 不适用 | | 8.收购、出售资产 | 无 | 不适用 | | 9.其他业务类别重要事项（包 括对外投资、风险投资、委托 | 无 | 不适用 | 2 | 事项 | 存在的问题 | 采取的措施 | | --- | --- | --- | | 理财、财务资助、套期保值等 | | | | ） | | | | 10.发行人或者其聘请的中介 机构配合保荐工作的情况 | 无 | 不适用 | | 11.其他（包括经营环境、业务 | | | | 发展、财务状况、管理状况、 核心技术等方面的重大变化情 | 无 | 不适用 | | 况） | | | 三、公司及股东承诺 ...

证券代码：000702 证券简称： 正虹科技 公告编号：2025—026 湖南正虹科技发展股份有限公司 2025 年 3 月生猪销售简报 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。 公司 1-3 月生猪销售同比增加的主要原因是公司生猪出栏量增加所致。 三、风险提示 1、上述披露仅包含公司生猪养殖业务销售情况，不含其它业务。 2、生猪市场价格波动的风险是整个生猪生产行业的系统风险，对任何一家 生猪生产者来说，都是客观存在的、不可控制的外部风险。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。 3、上述数据均未经审计，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。敬请广大投资者注意投资风险。 一、生猪销售情况 湖南正虹科技发展股份有限公司（以下简称"公司"）2025 年 3 月销售生 猪 0.71 万头，销售收入 687.85 万元，销量环比增加 209.13%、销售收入环比增 加 421.90%。销量同比增加 100.42%、销售收入同比减少 1.50%。 2025 年 1-3 月份，公司累计销售生猪 1 ...