企查查信息显示，山东新希望六和集团有限公司（下称"山东六和"）近日股东及主要成员发生变更。 | | | | 股东 | 变更前 | | 变更后 | | | --- | --- | --- | --- | --- | | | 持股比例 | 认缴金额 | 持股比例 | 认缴金额 | | 新希望六和股份有限公司 | 93.5299% | 381176.4705万元 | 100% | 407544.993182万元 | 其中，中国中信金融资产管理股份有限公司（下称"中信金融资产"）退出山东六和，其退出前在山东六和的认缴出资为2.64亿元，持股比例为6.47%。新 希望（000876.SZ）接手中信金融资产所持山东六合所有股份。目前，新希望对山东六和的认缴出资额为40.75亿元，持股比例为100%。 资料显示，中信金融资产今年3月成为山东六和股东，其在山东六和持股时间还不足9个月。 六和饲料也为山东企业，资料显示，其成立于2001年，法定代表人也是孙林，注册资本为8010万元，注册地址在青岛市。作为新希望体系内专注于饲料业 务的重要载体，其经营范围包括添加剂预混合饲料、畜禽配合饲料、浓缩饲料的加工与销售等。 经济导报记者 ...

Group 1 - The aquaculture sector experienced a decline of 0.26% on December 8, with Huaying Agriculture leading the drop [1] - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] - Key stocks in the aquaculture sector showed varied performance, with Jingji Zhino rising by 4.79% to 13.35 and Huaying Agriculture falling by 4.38% to 2.62 [2] Group 2 - The net outflow of main funds in the aquaculture sector was 106 million yuan, while speculative funds saw a net inflow of 151 million yuan [2] - Retail investors experienced a net outflow of 44.86 million yuan [2] - The detailed fund flow for key stocks indicates that Zhengbang Technology had a net inflow of 66.93 million yuan from main funds, while Huaying Agriculture saw a net outflow of 12.83 million yuan from speculative funds [3]

专题：2025《中国企业家》影响力企业家年会 第十四届全国政协委员，新希望集团董事长刘永好在2025（第二十三届）影响力企业家年会上总结一 些"出海"经验时表示：首先是"一高于"，相比这些地方的收入水平，特别是共建"一带一路"国家员工的 收入，我们一般会高于同类企业30%，这样就能留得住员工，他们也愿意在你这儿；其次是"两尊重"， 尊重人家的文化、法律；此外，"三传播"，传播中国文化、传播中国制造、传播中国的企业家精神。 他指出，由于我们按照"一二三"顺序来走，在全球很多国家和地区都建了工厂，也取得了成就，让传统 农业也能焕发新质生产力。原先那些1984年建的厂房，建设成本才300块钱/平方米，而今天的饲料厂， 很多机器人自动化操作，格局发生了很大变化。 他指出，由于我们按照"一二三"顺序来走，在全球很多国家和地区都建了工厂，也取得了成就，让传统 农业也能焕发新质生产力。原先那些1984年建的厂房，建设成本才300块钱/平方米，而今天的饲料厂， 很多机器人自动化操作，格局发生了很大变化。 "所以，企业家要勇立潮头，主动用优质产品和服务赢得市场竞争。"他说。 新浪声明：所有会议实录均为现场速记整理，未经演讲者审 ...

Group 1 - The company reported a total of 1.5675 million pigs sold in November 2025, representing a month-on-month decrease of 6.98% and a year-on-year increase of 24.44% [1] - Revenue from pig sales amounted to 1.812 billion yuan, reflecting a month-on-month decrease of 5.53% and a year-on-year decrease of 11.61% [1] - The average selling price of pigs was 11.54 yuan per kilogram, with a month-on-month increase of 2.30% but a significant year-on-year decrease of 30.02%, primarily due to changes in the domestic pig market [1] Group 2 - The disclosed data pertains solely to the company's pig farming and sales activities, excluding other business segments [2] - The figures provided are unaudited and may differ from those in periodic reports, serving only as interim data for investor reference [2]

Investment Rating - The investment rating for the agriculture, forestry, animal husbandry, and fishery industry is "Positive" (maintained) [1] Core Views - The industry is experiencing dual support for pig prices due to supply and demand factors, with expectations for continued pressure on large pig sales from individual farmers [4][13] - The overall trend indicates a reduction in breeding stock, with significant implications for the industry as losses in pig farming accelerate [26] Summary by Sections Weekly Observation - There is significant short-term pressure on large pig sales from individual farmers, while large farming groups face less pressure to meet annual sales targets [4][13] - As of December 5, 2025, the average price of pigs nationwide is 11.19 yuan/kg, showing a week-on-week decrease of 0.08 yuan/kg and a year-on-year decrease of 4.40 yuan/kg [4][13] Weekly Perspective - The pig farming sector is facing losses, leading to an accelerated reduction in breeding stock. The price of pigs continues to decline, creating deeper losses for farmers [26] - Recommendations include companies such as Muyuan Foods, Wens Foodstuff Group, and others [26] Market Performance (December 1-5) - The agricultural sector underperformed the market by 1.86 percentage points, with the Shanghai Composite Index rising by 0.37% while the agricultural index fell by 1.49% [28][32] - Notable stock performances include Haodangjia (+16.15%), Xiwang Food (+10.26%), and Biological Shares (+9.66%) [28][35] Price Tracking (December 1-5) - The average price of pigs on December 5 is 11.20 yuan/kg, with a slight increase from the previous week [38] - The average price of piglets is 19.26 yuan/kg, also showing a week-on-week increase [38] - Other agricultural products such as white feather chicken and beef have seen price increases, with corn futures rising by 2.50% [38][49] Major Meat Import Volumes - In October 2025, pork imports totaled 70,000 tons, a year-on-year decrease of 21.1%, while chicken imports were 7,100 tons, down 72.1% [55][57] Feed Production - In October 2025, the total industrial feed production in China was 29.07 million tons, reflecting a month-on-month decrease of 4.2% [57]

Core Points - The development of private enterprises in China has significant milestones in 1984 and 1992, which are crucial years to note [3][20] - Compared to local income levels, especially in countries involved in the Belt and Road Initiative, the income of employees in these enterprises is generally 30% higher than that of similar companies, which helps retain employees [3][20][25] - Entrepreneurs must take the initiative to win market competition through high-quality products and services [3][21][27] - Innovation is not only a requirement for transformation but also the lifeblood of enterprises. Traditional companies can still thrive by equipping themselves with new productive forces to meet public demand [3][21][27] - The impact of the artificial intelligence wave on the development of new productive forces is relevant, as it is reflected in everyday products like milk, pork, and meat [4][21][28] Group 1 - The 40-year journey of Chinese enterprises has been marked by significant growth alongside national development, with the establishment of the China Entrepreneur magazine in 1985 to promote entrepreneurial spirit [6][23] - The company has expanded globally, establishing numerous factories and employing around 20,000 overseas workers, following the Belt and Road Initiative [7][24] - The company emphasizes the importance of respecting local cultures and laws while promoting Chinese culture and manufacturing abroad [8][26] Group 2 - The company has engaged in various research projects and has won multiple national science and technology awards, highlighting its commitment to innovation [9][27] - The company has developed a robust cold chain logistics system, delivering fresh products to over 1 million stores across 2,800 districts and counties, establishing itself as a leader in China's cold chain logistics industry [11][29] - The company has initiated a rural revitalization program, aiming to invest 50 billion yuan and create 50,000 agricultural jobs over five years, along with establishing demonstration bases for rural revitalization [12][31][32]

转自：证券日报网 本报记者 舒娅疆 12月5日晚间，新希望六和股份有限公司（以下简称"新希望"）披露11月份生猪销售情况简报。在 10月份猪价跌至阶段低位后，该公司的商品猪销售均价在11月份环比止跌。 牧原食品股份有限公司相关负责人近日在与投资者交流时表示，当前，政府对生猪产能的综合调控 与市场的自发调节正在共同作用，推动生猪市场供需情况逐步改善，能够促进猪价在长期内回归更稳 定、合理的水平。在相关政策的引导下，生猪养殖行业将迈向"稳定健康、高质量发展"的新阶段。 中国民营科技实业家协会新质生产力工委秘书长高泽龙向《证券日报》记者表示："政策、技术与 消费升级等因素将共筑生猪养殖行业的增长基石。国家鼓励规模化养殖，环保政策倒逼散户退出，行业 集中度持续提升。在智能化养殖等创新因素驱动下，养殖成本正在不断下降，种猪改良技术也对生产效 率的提升带来积极影响。此外，消费升级推动着生猪养殖行业向高附加值方向发展。" 据悉，新希望的生猪养殖成本继续降低。今年第三季度，其运营场线出栏肥猪完全成本降至12.9 元/公斤，同时，该公司的核心生产指标持续改善，比如窝均断奶数在第三季度达到11.5，PSY（每头种 母猪年断奶仔猪 ...

新希望六和股份有限公司（以下简称"公司"）下属子公司从事生猪养殖业务。按照《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》规定，深交所鼓励从事畜禽、水产养殖业务的上市公司 每月通过临时公告形式披露相关业务销售情况，公司将参照指引相关规定执行。 一、2025年11月份生猪销售情况 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000876 证券简称：新希望 公告编号：2025-121 债券代码：127015、127049 债券简称：希望转债、希望转2 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。 2、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。 特此公告 新希望六和股份有限公司董事会 二○二五年十二月六日 公司2025年11月销售生猪156.75万头，环比变动-6.98%，同比变动24.44%。收入18.12亿元，环比变 动-5.53%，同比变动-11.61%。商品猪销售均价11.54元/公斤，环比变动2.30%，同比变动-30.02%，销售 ...

格隆汇12月5日｜新希望(000876.SZ)公告称，公司2025年11月销售生猪156.75万头，环比变动-6.98%， 同比变动24.44%。收入18.12亿元，环比变动-5.53%，同比变动-11.61%。商品猪销售均价11.54元/公 斤，环比变动2.30%，同比变动-30.02%，销售价格同比降幅较大主要是受国内生猪市场行情变化的影 响。 ...

格隆汇12月5日｜新希望：11月销售生猪156.75万头，环比变动-6.98%，同比变动24.44%。收入18.12亿 元，环比变动-5.53%，同比变动-11.61%。商品猪销售均价11.54元/公斤，环比变动2.30%，同比变 动-30.02%，销售价格同比降幅较大主要是受国内生猪市场行情变化的影响。 ...