湖南正虹科技发展股份有限公司 2025 年半年度报告全文 湖南正虹科技发展股份有限公司 2025 年半年度报告 2025 年 08 月 生猪供给规模调整的滞后性导致生猪价格呈周期性波动，生猪价格的周期性波动会增加公司的行业 竞争压力，可能对公司生物资产造成减值影响，降低公司利润水平。生猪市场的供求关系直接影响到产 品的销售价格，如果生猪市场价格持续大幅下滑或生猪销售价格增长幅度低于成本上涨的幅度，将会影 响公司盈利能力，甚至出现经营业绩大幅下降、亏损的风险。 1 湖南正虹科技发展股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实、准确、完整，不存 在虚假记载、误导性陈述或者重大遗漏，并承担个别和连带的法律责任。 公司负责人易兴、主管会计工作负责人余玲及会计机构负责人(会计主管人员)徐勇声明：保证本半 年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 公司需遵守《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》中的"畜禽、水产 养殖相关业务"的披露要求 一、重大疫病风险 ...

Market Overview - The feed sector increased by 1.07% on August 26, with Aonong Biological leading the gains [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] Individual Stock Performance - Aonong Biological (603363) closed at 4.15, up 10.08%, with a trading volume of 785,000 shares and a turnover of 318 million yuan [1] - Tianma Technology (603668) closed at 14.86, up 8.15%, with a trading volume of 411,700 shares and a turnover of 607 million yuan [1] - Bangji Technology (603151) closed at 27.04, up 5.42%, with a trading volume of 72,200 shares and a turnover of 26.8 million yuan [1] - Tiankang Biological (002100) closed at 6.97, up 5.29%, with a trading volume of 1,027,400 shares and a turnover of 706 million yuan [1] - Petty Holdings (300673) closed at 17.80, up 2.06%, with a trading volume of 140,200 shares and a turnover of 249 million yuan [1] Capital Flow Analysis - The feed sector saw a net inflow of 102 million yuan from main funds, while retail investors experienced a net outflow of approximately 95.23 million yuan [2] - Aonong Biological had a main fund net outflow of 94.44 million yuan, with retail investors also showing a net outflow of 45.43 million yuan [3] - Tianma Technology experienced a main fund net inflow of 61.12 million yuan, while retail investors had a net outflow of 28.96 million yuan [3]

新华财经北京8月25日电近期，生猪养殖企业7月的销售数据陆续披露。新华财经和面包财经研究员在剔除部分数据披露不全的上市猪企后，以沪、深两大交 易所主要上市生猪养殖企业为样本，分别统计其生猪销售收入、销量。 统计结果显示，2025年7月生猪养殖企业合计实现生猪销量1435.73万头，同比上升14.82%，环比下降4.9%。其中，牧原股份居首，销量达635.5万头，温氏 股份、新希望的销量超过130万头。同比增速方面，多数企业实现正增长，正虹科技、正邦科技的销量增速超过200%。 收入方面，生猪养殖企业7月合计实现收入233.18亿元，同比下降11.18%，环比下降6.44%。同比增速方面，多数企业负增长，金新农、华统股份等6家的跌 幅超过20%。 7月上市生猪企业销量同比上涨14.82% 根据国家生猪市场披露的数据，全国生猪成交均价进入2025年以来相对稳定，在15元／公斤上下浮动。2025年7月，生猪成交均价持续下滑，最低达到14.33 元／公斤，低于去年同期的18-19元／公斤。 图1：2024年7月以来全国生猪成交均价 正虹科技7月生猪销量达1.63万头，同比增速达288.69%，位列增速第一。2025年 ...

Market Overview - The feed sector increased by 0.56% on August 20, with Lude Environment leading the gains [1] - The Shanghai Composite Index closed at 3766.21, up 1.04%, while the Shenzhen Component Index closed at 11926.74, up 0.89% [1] Individual Stock Performance - Lude Environment (688156) closed at 24.17, up 7.04% with a trading volume of 50,900 shares and a turnover of 118 million yuan [1] - Zhongchong Co., Ltd. (002891) closed at 62.75, up 3.89% with a trading volume of 137,000 shares and a turnover of 844 million yuan [1] - Other notable performers include Boen Group (001366) up 1.75%, Bangji Technology (603151) up 1.51%, and Guai Bao Pet (301498) up 1.34% [1] Capital Flow Analysis - The feed sector saw a net inflow of 13.84 million yuan from institutional investors, while retail investors experienced a net outflow of 29.77 million yuan [2] - The main capital inflow was observed in Zhongchong Co., Ltd. with a net inflow of 69.92 million yuan, while Lude Environment had a net inflow of 10.56 million yuan [3] Summary of Capital Flows - Zhongchong Co., Ltd. (002891) had a significant net inflow from institutional investors at 69.92 million yuan, while retail investors showed a net outflow of 61.77 million yuan [3] - Lude Environment (688156) experienced a net inflow of 10.56 million yuan from institutional investors, with retail investors also showing a net outflow [3] - Other companies like Jin Xin Nong (002548) and Ao Nong Biological (603363) also had mixed capital flows, with varying levels of institutional and retail investor activity [3]

Core Viewpoint - Zhenghong Technology (000702) has shown a mixed performance in its latest financial results, with revenue growth but a decline in net profit, indicating potential challenges ahead for the company [1]. Financial Performance - As of the first quarter of 2025, the company reported total operating revenue of 202 million yuan, representing a year-on-year increase of 36.46% [1]. - The net profit attributable to shareholders was 9.02 million yuan, reflecting a year-on-year decrease of 5.27% [1]. - The non-recurring net profit was 8.67 million yuan, showing a year-on-year growth of 5.63% [1]. - The liquidity ratios are as follows: current ratio at 1.014, quick ratio at 0.793, and debt-to-asset ratio at 58.42% [1]. Market Activity - On August 19, 2025, the stock closed at 8.0 yuan, with an increase of 1.01% [1]. - The trading volume was 193,700 hands, with a total transaction amount of 154 million yuan [1]. - There was a net outflow of main funds amounting to 16.40 million yuan, accounting for 10.63% of the transaction amount [1]. Company Background - Zhenghong Technology was established in 1997 and is located in Yueyang, primarily engaged in the processing of agricultural and sideline products [2]. - The company has a registered capital of 3.46624948 billion yuan and has made investments in 44 enterprises [2]. - It has participated in 2,770 bidding projects and holds 25 trademark registrations and 14 patents [2].

证券之星消息，8月14日饲料板块较上一交易日下跌0.34%，邦基科技领跌。当日上证指数报收于 3666.44，下跌0.46%。深证成指报收于11451.43，下跌0.87%。饲料板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002891 | 中宠股份 | 59.00 | 3.02% | 10.20万 | | 5.98亿 | | 002311 | 海大集团 | 57.85 | 0.36% | 10.21万 | | · 5.94亿 | | 002567 | 唐人神 | 4.82 | -0.82% | 30.98万 | | 1.50亿 | | 603609 | 禾丰股份 | 8.91 | -0.89% | - 5.92万 | | 5314.29万 | | 002385 | 大北农 | 4.13 | -0.96% | 65.48万 | | 2.71亿 | | 002548 | 金新农 | 4.09 | -1.21% | 24.46万 | | 1.01亿 | | 3 ...

金融界消息 截至2025年8月13日收盘，正虹科技（000702）报收于7.97元，下跌2.33%，换手率 10.29%，成交量27.43万手，成交金额2.19亿元。 资金流向方面，今日主力资金净流出3664.85万元，占比成交额16.76%。其中，超大单净流出2503.81万 元、占成交额11.45%，大单净流出1161.04万元、占成交额5.31%，中单净流出流入864.46万元、占成交 额3.95%，小单净流入2800.39万元、占成交额12.8%。 通过天眼查大数据分析，湖南正虹科技发展股份有限公司共对外投资了44家企业，参与招投标项目2770 次，知识产权方面有商标信息25条，专利信息14条，此外企业还拥有行政许可9个。 来源：金融界 正虹科技最新一期业绩显示，截至2025一季报，公司营业总收入2.02亿元、同比增长36.46%，归属净利 润902.00万元，同比减少5.27%，扣非净利润867.25万元，同比增长5.63%，流动比率1.014、速动比率 0.793、资产负债率58.42%。 天眼查商业履历信息显示，湖南正虹科技发展股份有限公司，成立于1997年，位于岳阳市，是一家以从 事农副食品加 ...

Market Overview - The feed sector experienced a decline of 0.48% on August 13, with Zhenghong Technology leading the drop [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] Individual Stock Performance - Key stocks in the feed sector showed varied performance, with Bangliang Technology closing at 24.90, up 2.94%, while Zhenghong Technology closed at 7.97, down 2.33% [1][2] - Other notable performers included Ziyang Co. at 6.62, up 0.76%, and Dabeinong at 4.17, down 0.24% [1][2] Trading Volume and Value - Bangliang Technology had a trading volume of 39,000 hands and a transaction value of 96.13 million yuan, while Zhenghong Technology had a trading volume of 274,300 hands and a transaction value of 219 million yuan [1][2] Capital Flow Analysis - The feed sector saw a net outflow of 235 million yuan from institutional investors, while retail investors contributed a net inflow of 173 million yuan [2] - The capital flow for individual stocks indicated that Muyang Co. had a net inflow of 8.60 million yuan from institutional investors, while Zhenghong Technology experienced a net outflow of 21.59 million yuan [3] Summary of Key Stocks - The top stocks by net inflow from retail investors included Tiankang Biological with a net inflow of 12.94 million yuan, while the largest outflow was seen in Zhenghong Technology with a net outflow of 12.65 million yuan [3]

证券代码：000702 证券简称：正虹科技 公告编号：2025-043 湖南正虹科技发展股份有限公司 关于为子公司提供担保的进展公告 一、担保情况概述 湖南正虹科技发展股份有限公司（以下简称"公司"）于2025年7月1日召开 第九届董事会第二十七次会议，于2025年7月17日召开2025年第三次临时股东大 会审议并通过了《关于为子公司提供担保的议案》，为满足子公司业务发展及日 常流动资金的需求，同意公司为子公司向银行申请授信融资提供总额合计不超过 20000万元担保（最终以实际担保额度为准），其中向资产负债率70%以下的子公 司提供担保额度合计不超过5000万元，向资产负债率70%以上的子公司提供担保 额度合计不超过15000万元。担保范围为融资类担保（包括贷款、银行承兑汇票、 信用证、保函等业务），公司与子公司间担保的具体金额在上述额度范围内根据 实际情况分配。担保额度有效期为公司2025年第三次临时股东大会审议通过之日 起一年内有效，担保额度在有效期内可以循环使用。（详见公告：2025-036号、 2025-038号、2025-041号） 公司与中国银行股份有限公司沭阳支行签署《最高额保证合同》（编号：2 ...

Core Insights - The core viewpoint of the articles is that the Chinese pig industry is undergoing a significant adjustment in production capacity, particularly focusing on reducing the number of breeding sows to stabilize pig prices and mitigate the cyclical volatility of the market [1][2][3]. Industry Overview - The Ministry of Agriculture and Rural Affairs has announced a plan to reduce the breeding sow population by approximately 1 million heads to prevent extreme fluctuations in production and prices [1]. - As of June, the national pig inventory was 424 million heads, with breeding sows at 40.43 million heads, which is 103.7% of the normal holding capacity, indicating a need for capacity adjustment [2]. - The current pig cycle is the sixth, characterized by shorter cycles, increased short-term volatility, and a supply-demand imbalance where supply is strong but demand is weak [3]. Price Trends - The price of live pigs has reached a new low for the year at 13.77 yuan/kg as of August 10, reflecting a cumulative decline of approximately 13.9% since the beginning of the year [2][5]. - The price drop has significantly impacted the profitability of listed pig companies, with many reporting double-digit declines in sales revenue in July compared to the previous year [1][5]. Company Performance - Major listed companies like Muyuan Foods and Wen's Foodstuffs have reported declines in sales volume and revenue due to the seasonal drop in demand and low prices [6][7]. - For instance, Muyuan Foods sold 6.355 million pigs in July, a decrease of 9.5% month-on-month, with a sales revenue of 11.639 billion yuan, down 10.41% year-on-year [6]. - Smaller companies also faced challenges, with some reporting their lowest sales volumes of the year in July [6]. Future Outlook - The ongoing production capacity adjustments are expected to have a long-term impact on pig prices, with potential for price recovery if capacity reduction is significant [3]. - The industry is likely to transition towards a more stable and high-quality development phase, with larger companies benefiting from improved cost control and cash flow capabilities [1][7].