中新网北京5月13日电(曾玥林卓玮)正在中国访问的巴西农村发展与家庭农业部长保罗·特谢拉(Paulo Teixeira)12日在北京表示，巴中农业合作为本国农户带来新变化、新希望。 当日，特谢拉一行访问中国农业大学，围绕"中国—巴西农业机械合作：投资政策和本土化生产"的主 题，与中国专家学者、企业代表展开研讨。 5月12日，巴西农村发展与家庭农业部长保罗·特谢拉(左)一行访问中国农业大学，其间与中国企业代表 交谈。林卓玮摄 据中国农业大学介绍，2024年，该校联合多家中国企业与巴西政府、高校、科研机构、农民组织等在巴 西共建2家科技小院，同时依托科技小院、联合实验室、联合研发与技术推广中心、农机企业、示范农 场等，打造促进巴西家庭农业发展的多主体创新平台。目前，科技小院已组织17家中国企业提供适合巴 西家庭农业生产的62台中小型农机及60余件大数据系统装备落地巴西。 展望未来，特谢拉表示，巴中合作不仅惠及本国农业发展，还对拉美国家具有重要借鉴意义。希望双方 进一步加强合作，携手开启巴中关系下一个"黄金50年"。(完) （文章来源：中国新闻网） "巴中合作建设的科技小院极大促进了巴西家庭农业发展。"特谢拉评价称 ...

| 证券代码：000876 | 证券简称：新希望 | 公告编号：2025-49 | | --- | --- | --- | | 债券代码：127015,127049 | 债券简称：希望转债，希望转 | 2 | 新希望六和股份有限公司 关于部分募集资金投资项目结项的公告 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。 新希望六和股份有限公司（以下简称"公司"或"新希望"）2020 年 9 月非公开发行股票及 2021 年 11 月公开发行可转换公司债券部分 募集资金投资项目（以下简称"募投项目"）已实施完毕，达到预定 可使用状态，公司对该部分募投项目进行结项。现将相关情况公告如 下： 一、募集资金基本情况 （一）2020 年 9 月非公开发行股票 根据中国证监会《关于核准新希望六和股份有限公司非公开发行 股票的批复》（证监许可[2020]1961 号）核准，公司向南方希望实业 有限公司、新希望集团有限公司两位特定股东非公开发行人民币普通 股 177,147,918 股，每股发行价人民币 22.58 元，募集资金总额人民 币 3,999,999,988.44 元， ...

Core Viewpoint - The livestock farming index in China has shown a slight decline, with specific stocks experiencing mixed performance, while external factors such as foot-and-mouth disease in South Africa are impacting the industry [1][3]. Group 1: Market Performance - As of May 13, 2025, the China Livestock Farming Index (930707) decreased by 0.38%, with stocks like Luyouli (300381) and Jinxinnong (002548) showing gains of 1.07% and 1.05% respectively, while Ruipubio (300119) led the decline with a drop of 2.66% [1]. - The Livestock ETF (516760) fell by 0.80%, with a latest price of 0.62 yuan, but it ranked first in weekly performance among comparable funds as of May 12, 2025 [1]. - The Livestock ETF had a turnover rate of 1.07% during the trading session, with a total transaction value of 1.4475 million yuan, and an average daily transaction of 4.6547 million yuan over the past year [3]. Group 2: Industry Insights - The South African Department of Agriculture confirmed the spread of foot-and-mouth disease to provinces like KwaZulu-Natal, prompting China's Ministry of Agriculture to urge livestock farmers to restrict animal transport and implement a 28-day quarantine for new animals [1]. - Everbright Securities identified three main investment themes: (1) Planting: Rising prices of staple crops like corn and wheat are expected to benefit major planting companies; (2) Seeds: Improved demand in the seed industry due to favorable planting conditions; (3) Agricultural Chemicals: Improved planting profits are likely to reduce agricultural input cost pressures, expanding the agricultural chemicals market [1]. Group 3: Valuation Metrics - The Livestock ETF closely tracks the China Livestock Farming Index, which includes companies involved in animal feed, veterinary drugs, and livestock farming, reflecting the overall performance of related listed companies [3]. - As of May 12, 2025, the Livestock Farming Index's price-to-earnings ratio (PE-TTM) was 12.26, indicating it is at a historical low, being below 99.43% of the time over the past year [3]. - The top ten weighted stocks in the Livestock Farming Index accounted for 69.38% of the index, with Hai Da Group (002311) having the highest weight at 11.24% [3][5].

Investment Rating - Industry Rating: Outperform the market (maintained rating) [12] Core Views - The pet sector continues to show high prosperity, driven by domestic substitution and consumption upgrades, leading to a dual increase in volume and price [1][2] - The industry is transitioning from "scale expansion" to "value creation," with leading companies shifting from "manufacturing" to "intelligent manufacturing" through formula innovation and precise demand capture [2][17] - The domestic pet food market remains strong, with a significant increase in sales and exports, indicating robust growth potential for domestic brands [2][17] Summary by Sections Pet Sector - The fifth TOPS Pet Expo in Shanghai showcased over 1,200 exhibitors and 8,000+ brands, reflecting strong growth momentum in the pet industry, with a 43% year-on-year increase in attendance [1][16] - Trends in pet food are shifting towards precision nutrition, with a focus on age-specific feeding and high-end production techniques [1][16] - Key recommended companies in the pet food sector include Guibao Pet, Zhongchong Co., Petty Co., and Lusi Co., with additional recommendations for pet medical and product companies [2][17] Swine Sector - As of May 10, the average price of live pigs was 14.90 yuan/kg, showing a slight decline, with production capacity continuing to grow [3][18] - The industry is facing a potential downturn in profitability due to weak demand and seasonal price declines [3][19] - Recommended companies include leading players such as Wens Foodstuffs and Muyuan Foods, with a focus on core assets [19] Poultry Sector - The white chicken segment is facing uncertainties in breeding imports, with a significant decline in the number of breeding stock updated [20][21] - The yellow chicken segment is expected to benefit from improved consumer demand, with stable prices observed [23] - Recommended companies include Shengnong Development and Lihua Co. for white chicken, and Wens Foodstuffs for yellow chicken [22][23] Planting Sector - The government emphasizes agricultural technology innovation and self-sufficiency in food security, with a focus on biological breeding [25][26] - Recommended companies in the seed sector include Longping High-Tech and Dabeinong, with additional focus on agricultural water-saving technologies [25][26] Feed and Animal Health Sector - Hai Da Group is highlighted for its market share growth and consistent performance in the feed sector [27] - The animal health sector is seeing new opportunities in pet health products, with recommended companies including KQ Bio and Zhongmu Co. [28]

座谈会上，深交所基金部有关负责人表示，深交所坚持以投资者为中心，以投资者需求为导向，开展"走进成分股公司"特色活动，旨在培育成熟理性投 资者群体，推广指数化投资理念，更好满足投资者需求。 当前，以ETF（股票交易型开放式指数基金）为代表的指数化投资已成为推动资本市场高质量发展的重要引擎。近日，深交所联合富国基金走进农业 ETF（代码：159825）及深证100ETF富国（代码：159211）的成分股上市公司——新希望（000876.SZ）。 公开资料显示，新希望是深证100等重要指数的成分股，公司是农牧食品全产业链的龙头上市公司，核心业务聚焦饲料生产、生猪养殖游与屠宰和食品加 工业务；2024年新希望饲料销量合计达2595.77万吨，公司同期共销售仔猪300.20万头，肥猪1352.29万头，合计1652.49万头，屠宰和肉制品销量达40.42 万吨。 交流座谈会上，新希望董事会秘书赵亮表示，指数基金在关键时刻对稳定资本市场、提高投资者的信心，起到了非常关键的作用，新希望作为深证100等 指数基金的成分股，公司长期关注指数型基金运作和投资策略。 值得一提的是，在座谈会上，新希望高管就海外市场、生猪养殖周期、养 ...

Group 1 - Rumors circulated about Jack Ma's return to Alibaba, but he stated he had not heard of such plans [1] - Alibaba CEO Wu Yongming emphasized the need for the company to return to its entrepreneurial roots and embrace innovation in the face of AI technology [2][3] - Alibaba has reportedly reconnected internal network permissions across various business units, allowing employees to collaborate more effectively [3] Group 2 - Tmall's 618 shopping festival will feature a simplified discount model, offering a 15% reduction on purchases, with additional coupons and discounts available [4] - Douyin has intensified efforts to combat fraudulent tipping practices in live streaming, recovering over 1,000 accounts in the first quarter [5] - Dazhong Dianping has launched a reporting channel for users to report harassment from merchants related to reviews [6] Group 3 - The e-commerce platform Dewu reported a doubling of annual sales for 6,120 brands, with over 500 million users, primarily targeting the post-95 demographic [7] - Xiangdao Travel announced a C-round financing of over 1.3 billion RMB and plans for an IPO in Hong Kong [8] - Shenzhou Car Rental initiated a "dirty must compensate" service quality month to enhance vehicle cleanliness standards [9] Group 4 - Google Pay's regulatory oversight by the U.S. Consumer Financial Protection Bureau has been revoked, reversing a previous decision [10] - Tencent has launched an open-source video generation tool, enhancing capabilities for creating customized videos [11] - Semiconductor manufacturer SMIC indicated potential downward adjustments in inventory targets from smartphone clients due to market conditions [13] Group 5 - TSMC reported a 48.1% year-on-year increase in sales for April, reaching 349.57 billion NTD [14] - Major U.S. tech companies discussed the need for increased infrastructure investment and reduced regulatory barriers for AI at a congressional hearing [15] - Elon Musk's AI startup xAI is in talks for new funding, with a potential valuation increase from $80 billion to $120 billion [17] Group 6 - New Hope reported a sales volume of 1.596 million pigs in April, with a revenue of 2.278 billion RMB [33] - Fangzheng Securities announced a leadership change with the retirement of its president and the appointment of a new president [34] - Fosun Pharma received FDA approval for clinical trials of its self-developed product aimed at treating androgenetic alopecia [35][36] Group 7 - Shimao Group reported a cumulative contract sales amount of approximately 9.07 billion RMB for the first four months of 2025 [37]

中证报中证网讯(记者黄灵灵)日前，由深交所基金管理部主办，富国基金参与的"走进成份股公司.新希 望站"活动在成都举行，30余位投资者代表走进新希望，旨在全面了解该公司在农牧食品生产领域的核 心竞争力，精准洞察其中蕴含的投资潜力。 深交所基金部有关负责人表示，深交所坚持以投资者为中心，以投资者需求为导向，开展"走进成份股 公司"特色活动，旨在培育成熟理性投资者群体，推广指数化投资理念，更好满足投资者需求。 未来，深交所将携手市场各方推动ETF市场在产品创新、服务提升和一线监管等方面迈向更高水平，持 续推广核心ETF单品定投策略和ETF组合定投策略案例，开展全渠道、场景化定投策略投资者服务活 动，为资本市场健康发展提供新动能，为实体经济高质量发展提供有力支撑，为广大投资者创造更好的 投资服务和价值。 交流座谈会上，新希望董事会秘书赵亮表示，公司凭借全产业链优势降本增效显著。目前，公司积极运 用现代技术选育生猪种源，将人工智能运用到冷链配送，研究饲用蛋白减量替代、从源头上降低进口依 赖保障粮食安全，加快培育发展新质生产力。 深交所基金部相关负责人介绍了深市ETF的规模、特点以及ETF定投策略的案例。富国基金基金经理 ...

证券代码：000876 证券简称：新希望 公告编号：2025-48 债券代码：127015,127049 债券简称：希望转债，希望转 2 新希望六和股份有限公司 关于举行 2024 年度及 2025 年第一季度网上业绩说明会 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。 新希望六和股份有限公司（以下简称"公司"）将于 2025 年 5 月 15 日（星期四）15:00—17:00 在全景网举行 2024 年度及 2025 年第一 季度业绩说明会（以下简称"业绩说明会"），本次业绩说明会将采取 网络远程的方式举行，投资者可登陆全景网"投资者关系互动平台" （https://ir.p5w.net）参与本次业绩说明会。 出席本次业绩说明会的人员有：公司董事兼总裁陶玉岭先生、独 立董事谢佳扬女士、财务总监史涵女士、董事会秘书赵亮先生。 为充分尊重投资者、提升交流的针对性，现就公司业绩说明会提 前向投资者公开征集问题，广泛听取投资者的意见和建议。投资者可 于 2025 年 5 月 14 日（星期三）18：00 前访问 https://ir.p5w.net/zj ...

Group 1: Winter Wheat Irrigation in Shandong - The winter wheat in the North China Plain is currently in the critical grain filling stage, requiring sufficient moisture for optimal yield [1] - Farmers in Wucheng County, Shandong, are utilizing smart irrigation equipment to save water and enhance wheat production [1][3] - A mobile smart irrigation machine is being used, which can be remotely controlled via smartphone, eliminating the need for manual labor [3] Group 2: Quinoa Planting in Qinghai - The quinoa planting season is in full swing in Ulan County, Qinghai, with the planting area expected to exceed 10,000 acres this year [4] - Large machinery is actively working in the quinoa planting bases, ensuring efficient operations such as plowing, tilling, leveling, and sowing [7] - A complete industrial chain for quinoa, including breeding, planting, processing, and sales, has been established, enhancing the product's added value [7] Group 3: Watermelon Harvest in Xinjiang - Xinjiang's Turpan City is experiencing a watermelon harvest season, with farmers actively engaged in picking and transporting the fruit [8] - The area planted with early, mid, and late-maturing watermelon varieties is reported to be 58,300 acres, with additional sweet melon cultivation of 17,100 acres [12] - The early-maturing watermelons are grown using a double small arch shed model, resulting in early maturity and high sugar content [10] Group 4: Seaweed Harvest in Fujian - In Xiapu County, Fujian, 150,000 acres of seaweed are currently being harvested, making it one of China's main seaweed production areas [13][17] - Fishermen are utilizing a unique "aerial drying" method to extend the preservation time of harvested seaweed [15] - The total production of fresh seaweed is estimated to reach 1.6 million tons this year [17] Group 5: Seafood Supply in Jiangsu - Despite the seasonal fishing ban in the Yellow Sea, the seafood market in Lianyungang, Jiangsu, remains vibrant due to pre-stocking and classification measures [16] - Approximately 3 million pounds of various seafood are being temporarily stored to ensure supply during the fishing ban [21] - The market is experiencing stable prices and sufficient supply, indicating effective management strategies by local fishermen [16]

Investment Rating - The report maintains a positive outlook on the agricultural, forestry, animal husbandry, and fishery industry, highlighting significant profit recovery in 2024 and continued growth in 2025 [2][3]. Core Insights - The agricultural, forestry, animal husbandry, and fishery industry saw a substantial turnaround in 2024, with a total net profit of 39.648 billion yuan, a year-on-year increase of 694% [16][17]. - Key sub-sectors such as pig farming, poultry farming, and seed industry reported impressive profit growth rates of 321%, 261%, and 130% respectively in 2024 [2][16]. - The first quarter of 2025 continued to show strong performance, with a total net profit of 9.932 billion yuan, reflecting a year-on-year increase of 764% [20][21]. Summary by Sections 1. Overview of 2024 and Q1 2025 Performance - The agricultural, forestry, animal husbandry, and fishery sector achieved a net profit of 39.648 billion yuan in 2024, marking a significant recovery from losses in 2023 [16][17]. - In Q1 2025, the sector's net profit reached 9.932 billion yuan, continuing the positive trend from 2024 [20][21]. 2. Key Sub-Sector Performance 2.1 Pig Farming - The pig farming sector reported a total revenue of 387.9 billion yuan in 2024, with a net profit of 30.7 billion yuan, driven by rising pig prices and reduced costs [23][28]. - In Q1 2025, the sector maintained profitability with a net profit of 7.62 billion yuan, despite a slight decline in pig prices [40][45]. 2.2 Poultry Farming - The white-feathered chicken sector faced challenges with low demand and oversupply, resulting in a revenue of 31.69 billion yuan in 2024, while the yellow-feathered chicken sector saw a recovery in profitability [2][23]. - In Q1 2025, the poultry sector's net profit was 1.2 billion yuan, a significant increase compared to the previous year [2][20]. 2.3 Pet Food - The pet food industry experienced robust growth, with total revenue of 12.15 billion yuan in 2024, reflecting a year-on-year increase of 19.3% [2][3]. - In Q1 2025, the sector's revenue reached 3.09 billion yuan, continuing the upward trend [2][20]. 2.4 Feed Industry - The feed sector faced sales pressure but saw a recovery in gross margins, with total revenue of 156.62 billion yuan in 2024 [2][3]. - In Q1 2025, the feed industry reported a revenue of 35.63 billion yuan, indicating a positive growth trajectory [2][20]. 2.5 Animal Health - The animal health sector faced increased competition in 2024, leading to a decline in profitability, but showed signs of recovery in Q1 2025 with improved sales [2][4]. - The sector's revenue in 2024 was 16.472 billion yuan, with a net profit of 1.162 billion yuan [2][4]. 2.6 Seed Industry - The seed industry reported a revenue of 14.86 billion yuan in 2024, with a net profit of 370 million yuan, affected by declining grain prices [2][4]. - In Q1 2025, the sector continued to face challenges, with a revenue of 2.43 billion yuan and a significant drop in net profit [2][4]. 3. Investment Analysis - The report suggests focusing on leading pig farming companies for long-term value, as the sector is currently at a historical low valuation [3][5]. - The pet food sector is highlighted as a long-term growth opportunity, driven by increasing pet ownership and spending [3][6]. - The feed industry is expected to see demand recovery, supported by improved livestock numbers and stable raw material prices [3][4].